CMA PRIVATE MONEY BASICS
CMA’s Roadmap, Resources, and Contacts to Close Private Money Loans
June 17, 2026 / 8:30am – 5:00pm
The Burbank Airport Marriott Hotel
2500 N Hollywood Way, Burbank, CA 91505
(Directly across the street from Burbank Airport)
Join us in Burbank for this powerful, information packed, one-day event. You’ll get the roadmap, resources, and direct points of contact to close private money loans.
Who is this for?
- Loan Brokers
- Loan Originators
- Private Investors/Lenders
- Real Estate Investors
- Gap Funders
- Compliance Officers
- Loan Processors and Underwriters
What you’ll get:
- Business Purpose Exemption: Key factors to know
- The Do’s and Don’ts of brokered loans
- Marketing strategies and deal generation
- Licensing, entities, and compliance
- Business infrastructure
- Raising capital: private investors, mortgage funds, or self-funding?
- Loan documentation and title insurance
- Checklists
– Compliance checklists
– Underwriting checklists
– Prior to funding checklists
– Post-closing checklists - Loan servicing: in-house vs. outsourcing
Key Takeaways…
- You’ll network with industry experts, service providers, investors, and brokers, who will help your business grow.
- The private money industry WON’T teach you this……until now.
- The framework will be complete, the do’s and don’ts will be identified, and you’ll get the lists and contact info you need.
- You’ll walk out, ready to “DO PRIVATE MONEY!”
SUPER
EARLY BIRD
(on or before April 10)
EARLY BIRD
(on or before April 10)
Non-Member Reg: $550
CMA Member Reg: $490
CMA Member Reg: $490
EARLY
BIRD
(On or before May 11)
BIRD
(On or before May 11)
Non-Member Reg: $590
CMA Member Reg: $530
CMA Member Reg: $530
EARLY
REG
(on or before June 1)
REG
(on or before June 1)
Non-Member Reg: $690
CMA Member Reg: $620
CMA Member Reg: $620
REGULAR
PRICING
(Until Sold Out)
PRICING
(Until Sold Out)
Non-Member Reg: $770
CMA Member Reg: $690
CMA Member Reg: $690
Your Registration Includes:
- Breakfast
- Lunch
- Coffee/Snacks
- Beer/Wine networking hour
- Free Parking
- Course Material Binder
- 90 minute follow up Zoom Meeting

The Burbank Airport Marriott Hotel
2500 N Hollywood Way, Burbank, CA 91505
(Directly accross the street from the Burbank Airport)
Phone: 818-843-6000