MBA Research Workshops Call For Speakers

The Mortgage Bankers Association has issued a Call for Speakers for three upcoming workshops with opportunities for participants to learn from industry experts and their peers.  

If you are interested in speaking at one of these upcoming workshops, please submit a 4-5 sentence description of what you will cover as well as your title, expertise and contact information.  

MBA CRA Lending Workshop

Date: Dec. 15

Location: Charlotte, N.C.

Proposal Deadline: Aug. 30

Open for Registration: Yes

Contact: Marina Walsh  

MBA Mergers & Acquisition Workshop

Dates: Feb. 22-23, 2017

Location: Dallas

Proposal Deadline: Sept. 30

Open For Registration: August

Contact: Marina Walsh  

MBA CRA Mortgage Lending Workshop 2016 (Speaker Proposal Deadline: August 30)

The Community Reinvestment Act was enacted in 1977 to encourage federally insured banking institutions (commercial banks and savings associations) to help meet the credit needs of their communities, including low and moderate income households in their service area.

MBA offers a one-day workshop on December 15 in Charlotte, N.C. to bring together mortgage lenders who have met or exceeded CRA requirements, with those who wish to improve or expand upon their CRA mortgage lending programs. Regulatory developments as well as practical case studies and best practices will be covered.

Panel topics will include:
–Regulatory Overview and Developments: CRA explained and updated guidance on evaluation methods and expected documentation.
–The CRA Challenge: Hear from a panel of lenders who have designed plans and strategies for meeting and exceeding CRA goals and/or ratings after initial struggles. Included will be perspectives on originating vs buying CRA-eligible loans to meet established goals.
–CRA Trading: How lenders are acquiring and selling CRA loans to other banks who may need these loans to meet their CRA goals.
–Education and Marketing: How lenders are “getting the word out” about their CRA-targeted loan programs. Also covered will be ways to educate both borrowers and company employees on CRA and methods to track CRA performance in real-time.
–The Interrelationship between CRA, Fair Lending, and HMDA: How new requirements and guidance are going to impact lenders, along with potential pitfalls and what to do about them.

Speaker Opportunities: Contact Marina Walsh at 202-557-2817 or by August 30.

Sponsorship: Limited sponsorships available. Contact Jenny Masoud at 202-557-2879 or or Marina Walsh at 202-557-2817 or

MBA M&A Workshop (Speaker Proposal Deadline: September 30)
MBA will hold its third annual M&A Workshop on February 23-24 in Dallas. This workshop has been expanded to a one and a half day workshop and will focus on today’s business and regulatory environment presenting both opportunities and challenges for mortgage company executives.

Companies may be focused on capturing more market share in your geographic footprint, branching out to other markets, or entering other product or business lines. These strategic goals require the consideration of raising capital, acquiring or merging with another company or growing organically. You may also be weighing other options that require realistically understanding your company’s value and considering bids and exit strategies.

The M&A Workshop brings together top advisors in the field as well as buyers, sellers, investors and other stakeholders. Join other senior executives to discuss and debate M&A-related issues and gain the critical insight you need to make informed strategic decisions.

Whether you are ready to move forward, or are simply exploring your options, this is an event you won’t want to miss.

Panel Topics Include:
–Q&A Panel with the Sellers: The Decision-making Process for Selling and Life After the Deal
–Q&A Panel with the Buyers: What are the Most Desired Seller Attributes?
–Inside the Transaction: Pricing the Deal and Structuring Options
–Due Diligence Process and Impact on Value
–Transition and Integration Operational, Financial, Legal and Regulatory Risks and Considerations
–Integrating Mortgage Operations following Bank M&A
–NEW in 2017! Mergers & Acquisitions for Technology Companies and Other Vendors

Speaker Opportunities: Contact Marina Walsh at 202-557-2817 or by September 30.

Sponsorship: Limited sponsorships available. Contact Jenny Masoud at 202-557-2879 or or Marina Walsh at 202-557-2817 or