Your registration gives you full access to all three days of the conference, including the Wednesday Night Mixer, Thursday night Cocktail Reception and Keynote Speaker session.
10:30am – 5:00pm
2024 Spring Golf Tournament
Enjoy the natural beauty of the Central Coast, and a day of fun with private lenders, brokers, and other industry partners! Golfers of all levels are welcome! Rental clubs are available.
5:00pm – 8:00pm
Wednesday Night Mixer
Join your colleagues on the Terrace at the Hyatt for cocktails and appetizers on Wednesday evening. Enjoy beautiful Monterey, catch up with your peers and start networking early!
8:30am – 10:00am
Mortgage Fraud Today: Meet the Investigators
We all know private money has always been the FIRST stop for Fraudsters. Today it’s worse: technology, innovative crooksters, and now, a new breed of fraudsters…laid off mortgage and escrow people (ouch!). Rates went up, they “went rogue.” You don’t want any of this to become the story you entertain your colleagues with at the next CMA mixer. Wouldn’t you love to know what the FBI can tell us about mortgage fraud? Special Agent Lester Kwok and Supervisory Special Agent Michal Roldan of the Northern CA Financial Crimes Division of the FBI will share advice, tips, and which trends are currently exploding. Moderated by our own CMA Education chair, Michelle Rodriguez, this promises to be highly informative session. Don’t have time? Imagine the loss you can avoid; it’s well worth your time.
10:00am – 10:30am
Networking Break
10:30am – 12:00pm
Keynote Session
12:00pm – 1:30pm
Luncheon
1:30pm – 3:00pm
Strategic Planning for All of Us
Glenn Goldan, CEO of ReProp Financial will host a lively discussion with Mitch Glanz and Gayle Abramson of Insight & Strategies. Well known Strategic Planners, Leadership Trainers and Executive Coaches, Mitch and Gayle have worked with a diverse set of organizations and individuals in Central and Northern California, the Bay Area as well as the Pacific Northwest. Their clients include fast-growing start-ups to successful large companies, including Fortune 500 companies as well as non-profit organizations and government agencies. Regardless of whether you are about to start up, are in mid-cycle, planning an exit from your company or a transition/merger of your company, certain universal principles, methods and practices apply. It’s never too early or late to learn new practices and to incorporate them into your company’s culture.
3:00pm – 3:30pm
Networking Break
3:30pm – 4:00pm
Meet New DRE Commissioner, Chika Sundquist!
4:00pm – 5:00pm
Networking Session
It’s going to be different, and it’s going to be fun! (Plus, you’ll make connections with industry movers and shakers.)
5:00pm
Cocktail Reception
8:30am – 10:00am
Attorney Town Hall – Pressing Legal Issues Affecting the Private Lender
Unfortunately, there’s always something new in the world of litigation, regulation, and law for the private lender to face. And sometimes it’s all three at once! Attending CMA events is a great source of information and inspiration. In this program, we offer a top panel of private lending attorneys who will keep you abreast of current developments and trends in their areas of expertise. They’ll cover the DRE, DFPI, litigation, bankruptcy and more. Keep up with the issues and cases that are making private lending news and keep your lending and investor operations compliant and your business safe.
10:00am – 10:30am
Networking Break
10:30am – 12:00pm
Is 2024 Your Year to Go Retro and Make More Income? All-Inclusive Loans Are BACK!
12:00pm
Conference Ends!