Winter Seminar CMA NEWPORT BEACH - California Mortgage Association
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Winter Semi
Keynote Speaker
nar CMA NEWPORT BEACH
Christopher Thornberg, Beacon Economics
“The Decade Ahead”
MEMBERS ONLY
Consumer Lending Focus Group
Forms & Docs for 2020 – Roundtable Focus Group
Opportunities in ADU Lending Can You Keep Your Independent Contractors?
AB 5 and the Battle Against Your Business Model
Small Balance Mixed-Use Lending
And ...
SPEED Networking!
The Art of Advanced Deal-Making Two Sponsored Networking Events –
Wednesday and Thursday!
Close the Door on Loan Fraud – Part II
CMA Winter Seminar • January 22 – 24, 2020
Register Online at www.CaliforniaMortgageAssociation.com
“Great
seminar,
as always.
I learned
and
New Connections | New Concepts
New Knowledge | Connect with Your Friends! learned!”
[Fall, 2019 Attendee]
Great Education and Great Networking
A WIN-WIN COMBINATION!
This activity is approved for Minimum
Continuing Legal Education Credit
by the State Bar of California in the
amount of 10.0 hours. The CMA
certifies that this activity conforms to
the standards for approved education
CMA Newport Beach
activities prescribed by the MCLE
Rules of the State Bar of California.
GENERAL INFORMATION
LOCATION:
The CMA Winter Seminar will be held January 22-24, 2020 at the Fashion Island Hotel Newport Beach,
located at 690 Newport Center Drive. For room reservations, call the hotel at (877) 591-9145. Ask for
the “CMA 2020 Winter Seminar” rate. (Room rate is $249 per night Single /Double Island King, or $289
for Island Corner Suites) through Devember 30, 2019 or until sold out. Resort fee is $15 + tax per night.
Valet parking is $20 and daily self-parking is $10/day.
SEMINAR FEES:
Full registration includes seminar events, materials, cocktail/networking receptions, Wednesday Mixer,
and Friday lunch.
Registration received Registration received
on or before January 9, 2020 from January 10, 2020 to date of seminar
CMA Member $495 $595
Additional Attendee Same Company $395 $495
Non-Member $695 $795
Registration Total $ ________ $ ________
PAC Raffle Tickets (voluntary; $20 or more) $ ________ $ ________
TOTAL ENCLOSED $ ________ $ ________
REFUND POLICY:
Cancellations received in writing on or before January 9, 2020 will receive a credit toward a future seminar.
Cancellations received in writing on or after January 10, 2020 will not receive a credit or refund.
CMA DISCLAIMER STATEMENT:
Views, statements, information, and materials provided at CMA seminars do not necessarily reflect the
views of the California Mortgage Association, its Officers, Directors, or Members. When considering any
document, opinion, publication, or other material obtained from CMA or from any CMA event, attendees
and recipients of the information are advised to seek qualified counsel as to the suitability of that material
or information for their own business operation or use.
MISCELLANEOUS:
Please wear name badges to all functions. Tickets are required for various events. Please be courteous of
others and place cell phones on silent mode. Program and speakers are subject to change without notice.
Wednesday, January 22, 2020
5:30 pm – 7:30 pm Opening Night Mixer
Separate Registration Required
– No Additional Fee
Jump-start your seminar experience in style and have a blast
with your friends! Join your colleagues at the Aqua Lounge in
the hotel for cocktails and appetizers on Wednesday evening.
Enjoy beautiful Newport Beach, catch up with your peers and
start networking early!
Sponsored by Wright, Finlay & Zak LLP
Thursday, January 23, 2020
7:30 am – 8:30 am Continental Breakfast
7:30 am – 5:00 pm Seminar Registration
8:00 am – 10:00 am Exhibitor Set-up
10:00 am – 6:00 pm Exhibitor Fair Open
Special “Members Only” Focus Group Sessions
8:30 am – 10:00 am Consumer Lending Focus Group
Michael Flynn, Co-Chair, Mortgage Banking Group and of Counsel, Buchalter | Jasen Portero, Vice President of Development, Applied
Business Software, Inc. | Michelle R. Rodriguez, Esq., General Counsel and Chief Compliance Officer, Woodland Hills Mortgage Corp.
Steering clear of making ‘High Cost’ loans? You may be leaving money on the table. It’s been a while since we
visited Section 32 lending, with its many, many do’s and (mostly) don’ts. Private lending is highly competitive
these days ... but competition is scarcer for owner-occupied consumer loans. Join your fellow focus group
members as Michael and Michelle provide an in-depth presentation on what Sec. 32 does and does not allow,
guiding you through this regulatory maze. Plus, Jasen will present the new Fannie/Freddie 1003 form.
10:00 am – 10:15 am Networking Break
10:15 am – 11:45 pm Forms and Documents for 2020 – Roundtable Focus Group
Moderated by Joffrey Long, President, Southwest Mortgage
Could your forms/documents be better? Um ... yes. That’s why this session is always full! Applications, borrower
and investor disclosures, underwriting checklists, loan documents, closing forms, and loan servicing documents
– all are critical to your business. Get feedback and input from attorneys, experts, and other practitioners as
we work together to exchange ideas, share our knowledge and build better documents.
Not a CMA member yet?
Why not?
YOU NEED TO JOIN!
Thursday, January 23, 2020
Regular Sessions Open to All
11:45 am – 1:00 pm Lunch, On Your Own
1:00 pm – 2:30 pm Small Balance Mixed-Use Lending
Glenn Goldan, Founder & CEO, ReProp Financial | Dane Valadao, COO, ReProp Financial | Peter Steigleder, COO, Fidelity Mortgage Lenders
Whether in an older business district or “New Urban” development, lending on collateral with multiple uses can
increase your loan production. Neither ‘fish, nor fowl,’ mixed-use lending can be complicated. This program
will help you choose the right bets to place and give you tips on underwriting, documenting and servicing
these loans. An underwriting checklist will be provided. Let Glenn, Peter and Dane provide you with the tools
you need to lend in this area.
2:30 pm – 2:50 pm 20 Minute Networking Break
2:50 pm – 3:50 pm Can You Keep Your Independent Contractors? AB 5 and the Battle Against Your Business Model
Todd R. Wulffson, Managing Partner, Carothers Disante & Freudenbergr, LLP | Robert Finlay, CMA General Counsel
Did the state just upend your business model? In the interest of fighting the abuses it sees in the gig economy,
California recently adopted AB 5 which becomes effective on Jan. 1, 2020. This law imposes strict requirements
on businesses paying contractors on a 1099 basis, implementing a 3-part test on the company/contractor
relationship. Labor law expert, Todd Wulffson, and CMA general counsel, Robert Finlay, will take you through the
must’s and must not’s of this law, shedding light on how it affects your business and your business relationships.
3:50 pm – 4:10 pm 20 Minute Networking Break
4:10 pm – 5:00 pm SPEED Networking – The Art of Advanced Deal Making!
Moderated by A.J. Poulin, Vice President of Sales, Applied Business Software, Inc.
Yes, we all LOVE Speed Networking! Why? Because it’s fun! Meet tons of new people. Find out something you
didn’t know about your friends and acquaintances. Give your own elevator speech. All in about five minutes,
and then you move on to the next person. It’s super networking, super-fast! And don’t forget to bring tons
of business cards. You’re going to need them!
5:00 pm – 6:30 pm Cocktail and Networking – Sponsored by SBS Trust Deed Network
Friday, January 24, 2020
7:30 am – 8:30 am Continental Breakfast in Exhibitor Area
7:30 am – 4:00 pm Registration
7:30 am – 4:00 pm Exhibitor Fair Open
8:30 am – 10:00 am Close the Door on Loan Fraud - Part II
Taylor Hubbard, Esq., Associate Counsel, Wright, Finlay & Zak | Stephen Rexrode, President and Co-Founder, Cushman Rexrode
Capital Corp.
Do you have systems in place to spot and stop loan fraud? Think you’re smart enough to catch it? Sometimes
the criminals can outfox even the brightest, most diligent companies. This program will focus on real-life (ripped
from the headlines!) frauds perpetrated against CMA members and others. We’ll tell you what happened,
how it was discovered, and what happened then. More importantly, we’ll share some ideas and practices that
might have stopped the fraud ... or at least have detected it sooner. The names will be changed to protect the
victims. But the stories will be REAL! And the advice will be worth it.
10:00 am – 10:30 am 30 Minute Networking Break
10:30 am – 12:00 pm Keynote: The Decade Ahead
Dr. Christopher Thornberg, Beacon Economics
Returning by popular demand, Dr. Christopher Thornberg of Beacon Economics is a
rare combination of wit and economic expertise. Having forecast the subprime crash
that began in 2007, Dr. Thornberg is a recognized national expert on the economy.
Always a lively and engaging speaker, Dr. Thornberg is an expert in economic revenue
forecasting, regional economics, economic policy, labor markets and real estate
markets. Expect a fast-moving, entertaining discussion of the state of today’s markets
and where we may be heading.
12:00 pm – 1:30 pm Luncheon and General Business Meeting
1:30 pm – 3:00 pm Opportunities in ADU Lending
Melissa C. Martorella, Esq., of Counsel, Geraci Law | Aaron Norris, Vice President, The Norris Group | Sandy MacDougall, President
and Founder, Mortgage Vintage
The State of California passed five accessory dwelling unit (ADU) bills last fall that force cities to allow secondary
homes on existing lots throughout California. Strict timelines, fee structures, size requirements, and ramifications
apply if cities don’t comply. Is this an opportunity or a risk to lenders? How should the private lender determine
whether the loan meets business purpose compliance requirements? Join these experts as they discuss the
who, what, how, and why of the California ADU boom.
3:00 pm – 3:20 pm 20 Minute Network Break
3:20 pm – 4:20 pm Hazard Insurance – California Wildfires Update
Mel Babtkis, Partner, Ross Diversified Insurance Services | Sam Brust, Dir. of Business Development, Ross Diversified Insurance
Services | Moderated by Michelle Rodriguez, General Counsel and Chief Compliance Officer, Woodland Hills Mortgage Corp.
JUST ADDED! With the recent wildfires in California, insurance carriers have been dropping coverage to certain
areas and changing their policies and their practices in ways that can harm your collateral. Coverage that you
thought you had may not be there – even if you have an Evidence of Insurance. This program will go over
what these new risks are, how to catch them ... and what you can do about it.
Name Badge Holders Sponsored by Applied Business Software Wi-Fi Sponsored by Liquid Logics
CMA NEWPORT BEACH 2020 REGISTRATION FORM
Registration received Registration received
on or before January 9, 2020 from January 10, 2020 to date of seminar
CMA Member $495 $595
Additional Attendee Same Company $395 $495
Non-Member $695 $795
Registration Total $ ________ $ ________
PAC Raffle Tickets (voluntary; $20 or more) $ ________ $ ________
TOTAL ENCLOSED $ ________ $ ________
Advanced registration is recommended. Call to confirm space availability. Please check all applicable boxes.
Attendee Name:________________________________ Attendee Name:_______________________________
Company:_______________________________________________________________________________
Address:_____________________________________ City/State/Zip:________________________________
Phone:__________________ Fax:_____________________ E-mail:________________________________
Dietary Restrictions (please detail):_____________________________________________________________
Support Our PAC – Buy Raffle Tickets!
$20 buys 1 ticket • $100 buys 6 tickets CMA Regular Member qty. ___ @ $495/$595 = _______
$200 buys 14 tickets (7 per $100) Additional Attendee qty. ___ @ $395/$495 = _______
$300 buys 24 tickets (8 per $100) Non-Member qty. ___ @ $695/$795 = _______
$400 buys 36 tickets (9 per $100) PAC Raffle Tickets ($20 min) qty. ___ @ _____ = _______
$500 buys 50 tickets (10 per $100) Focus Group + Lunch* qty. ___ @ $65 = _______
Get free tickets when you register online! *Pool Managers attendee names: TOTAL _______
PAYMENT OPTIONS
Check enclosed (payable to California Mortgage Association) Please charge my Visa MasterCard AmEx
Account Number: ________________________________________Exp. Date:____________ CID #:_________
Name on Card:___________________________________________________________________________
Billing Address:________________________________ City/State/Zip:________________________________
Signature:_______________________________________________________________________________
3 easy ways 1. Register online at CALIFORNIA MORTGAGE ASSOCIATION
www.californiamortgageassociation.com 2520 Venture Oaks Way, Suite 150
Sacramento, California 95833
to register!
2. Complete and fax this form
(916) 239-4080 • (916) 924-7323 Fax
3. Complete and mail this form www.californiamortgageassociation.comCMA Newport Beach 2020 Vendors
(at time of publication)
Applied Business Software Mortgage Lender Services
Duner and Foote Note Servicing Center
FCI Lender Services PLM Lender Services, Inc.
Geraci LLP Private Mortgage Fund, LLC
IRA Services, Inc. S.B.S. Trust Deed Network
Liquid Logics Woodland Hills Mortgage Corporation
Mortgage Care LOAN SERVICING SOFT
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8 9 10 11 12California Mortgage Association
2020 Winter Seminar • January 22-24, 2020
Island Hotel Newport Beach
— Sponsorship Opportunities —
We have MANY sponsorship opportunities at the upcoming CMA Seminar. Check it out!
Please mark the appropriate category you have chosen and return this document along with payment to
California Mortgage Association: 2520 Venture Oaks Way Suite 150, Sacramento, CA 95833 • 916.924.7323/fax
Thursday Cocktail/ Wi-Fi Sponsorship . . . . . . . . . . . $2,000 SOLD
Networking Hour. . . . . . . . . . . . . . . . $4,000 SOLD
Includes logo printed on seminar signage posted throughout hotel
Includes logo printed on seminar signage posted throughout hotel and on screen in session room, listing with logo on seminar app;
and on screen in session room; listing with logo on seminar app; opportunity to introduce your company; verbal acknowledgement at
opportunity to introduce your company, verbal acknowledgement at luncheon; logo display inside coordinating issue of Points of Interest.
luncheon; logo display inside coordinating issue of Points of Interest.
Education Sessions . . . . . . . . . . $500/Session Events: Please check your preference(s):
Includes logo printed on seminar signage posted throughout hotel All event sponsors will be verbally recognized at the event, receive logo
and on screen in session room; listing with logo on seminar app; recognition on the screen in the session room and on the conference
opportunity to distribute brochures to attendees in the session room; signage.
logo displayed on screen in session room. Thursday Breakfast Sponor. . . . . . . . . . . . . . . . . . $1500 (2 available)
Which Session(s) would you like to sponsor? (See Seminar Brochure) Friday Breakfast Sponsor . . . . . . . . . . . . . . . . . . . . $1500 (2 available)
___________________________________________________________ Want to sponsor something unique and special?
Contact Teresa Excinia (916) 239-4080
General Sponsor Please check your preference(s):
General Sponsors will be acknowledged throughout the event, listed in the seminar app and in the post-seminar issue of Points of Interest.
Custom Lanyards (Company name & logo on lanyards*). . . . . . . . . . . . . . . . . . . . . . . $1,500 SOLD
* Lanyard is only ⁵/₈” so logo must fit within that width. Logo color must be CMYK, not a spot color.
Refreshment Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $250 (4 available)
Snack Break Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $500 (4 available)
General Donation Use where you deem necessary. . . . . . . . . . . . . . . . . . . . Amount: $_______
We are enclosing a check for $__________ (make check payable to the California Mortgage Association)
Charge my credit card $__________: Visa American Express MasterCard
Are you a CMA Member? Yes No
Please do not e-mail contract with credit card information, please fax or mail instead.
Card number:___________________________________________________ Expiration Date:______________________ 3-4 digit CID#:________
Billing Address:_______________________________________________ City, State:__________________________________ Zip:_____________
Name on Card:____________________________________________________ Signature:________________________________________________
Name/Company (this name will be listed as the sponsor):________________________________________________________________________________
Contact Person:__________________________________________________________ E-mail:_____________________________________________
Phone:_____________________________________________________ Fax:____________________________________________________________
Address:______________________________________________________ City, State:__________________________________ Zip:_____________You can also read
