CMA 2024 Spring Conference Agenda

March 6-8 | Hyatt Regency Monterey

Wednesday, March 6

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!

Thursday, March 7

8:30am – 10:00am

Mortgage Fraud Today: Meet the Investigators

Presented by:

  • Moderator: Michelle Rodriguez, Esq., Partner, Wright, Finlay & Zak

  • Lester Kwok, Special Agent, FBI

  • Michael Roldan, Supervisory Special Agent, FBI

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

Presented by:

  • Dr. Christopher Thornberg, Founding Partner, Beacon Economics

Dr. Christopher Thornberg, well known among CMA members for his ability to capture and hold the audience, stands out for his unique blend of wit and economic acumen. Renowned for accurately predicting the onset of the 2007 subprime crash, Dr. Thornberg is a nationally recognized authority on economic matters. His expertise spans economic revenue forecasting, regional economics, economic policy, labor markets, and real estate markets. Dr. Thornberg has consulted globally for private industry, cities, counties and public agencies. A noted media commentator, Dr. Thornberg has appeared on all the major networks, CNN, and NPR, and is regularly quoted in major national dailies, including the Wall Street Journal, New York Times and Los Angeles Times. Anticipate a dynamic and captivating dialogue on the current state of markets and potential future trajectories from this lively and engaging speaker.

12:00pm – 1:30pm


1:30pm – 3:00pm

Strategic Planning for All of Us

Presented by:

  • Moderator: Glenn Goldan, CEO, ReProp Financial

  • Mitch Glanz, Executive Coach, Insight & Strategies

  • Gayle Abramson, Executive Coach, Insight & Strategies

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!

Hosted by:

  • Shafiq Taymuree, CMA President

In an exclusive pre-recorded video discussion, Chika Sundquist, the recently appointed commissioner of the DRE, will respond to inquiries and provide valuable perspectives on the agency’s functions, ongoing priorities, and forthcoming objectives. Facilitated by our very own, Shafiq Taymuree, this interview is dedicated to exploring topics pertinent to CMA members’ interests and concerns. Join us to gain insights into the DRE’s operations, focus and upcoming plans.

4:00pm – 5:00pm

Networking Session

Moderated by:

  • Mayumi Bowers, Director of Operations, Mortgage Vintage, Inc.

It’s going to be different, and it’s going to be fun! (Plus, you’ll make connections with industry movers and shakers.)


Cocktail Reception

Friday, March 8

8:30am – 10:00am

Attorney Town Hall – Pressing Legal Issues Affecting the Private Lender

Presented by:

  • Moderator: Robert Finlay, Esq., CMA General Counsel

  • Kevin Kim, Esq., Partner, Geraci LLP

  • Ben Levinson, Esq., Principal, Law Office of Benjamin R. Levinson, APC

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!

Presented by:

  • Elizabeth Knight, President, PLM Lender Services, Inc.

  • Randy Newman, President, Total Lender Solutions, Inc.

  • Pam Sosa, President, Standard Mortgage Financial Services, Inc.

Coming out of a time when interest rates were at an historic low, the opportunity to use all-inclusive loans is at its best! Also known as Wraparound Loans, this loan product is one where both the Broker and Investor can profit by offering junior liens by “wrapping” a borrower’s low interest senior lien. The borrower benefits from keeping the low interest first Deed of Trust in place and the Lender benefits from a blended rate of interest. Get the knowledge to begin offering these unique loans now and begin 2024 making more income!


Conference Ends!

THANK YOU Sponsors & Exhibitors