Essentials for Executives and Board Members: Basics of Board Duties and Ethics for Mortgage Lenders and Servicers, Feb. 13
Click here for more information
About the Event
MBA is proud to offer a comprehensive training series designed to equip your Board members and senior executives with the insight and confidence to lead effectively in today’s complex mortgage environment. This twelve-module program delivers the essential knowledge, tools, and strategies to navigate single-family mortgage challenges, identify opportunities, and mitigate risks throughout the loan lifecycle.
Vetted by MBA senior management and taught by leading industry experts, each session builds the critical understanding every senior decision-maker must have, ensuring alignment from the boardroom to the executive suite. Participants gain practical knowledge of key mortgage concepts, governance responsibilities, and emerging risks that directly affect organizational stability and growth.
This 2026 virtual series allows flexibility: companies may enroll participants in individual sessions or the full suite of twelve modules. Attendees will receive a certificate upon completing each session, and those who complete all modules earn a digital credential recognizing their comprehensive mastery.
Ensure every senior leader is equipped to make confident, informed decisions that strengthen your organization’s future.
You must register for each session that you would like to attend. They do not need to be taken in order.
Module I: Basics of Board Duties and Ethics for Mortgage Lenders and Servicers: Friday, February 13, 2026
Module II: The Mortgage Landscape: Friday, March 6, 2026
Module III: The Secondary Mortgage Market: Friday, March 27, 2026
Module IV: Profitability and Benchmarking in Mortgage Finance: Friday, July 17, 2026
Module V: Mortgage Servicing Rights: Friday, May 1, 2026
Module VI: Compliance Management: Friday, May 22, 2026
Module VII: Fair Lending and Community Reinvestment Act (CRA): Friday, June 26, 2026
Module VIII: Anti Money Laundering and Suspicious Activities: Friday, July 10, 2026
Module IX: Corporate Social Responsibility (CSR): Friday, July 31, 2026
Module X: Fundamentals for Enterprise Risk Management and Operational Risk Management: Friday, August 21, 2026
Module XI: Fraud and Cybersecurity: Friday, September 11, 2026
Module XII: Artificial Intelligence in Mortgage Finance: Friday, September 25, 2026
Date/Time:
Friday, February 13 (1:00 PM – 2:30 PM ET)
Objectives:
Strengthen Board and Executive Decision-Making
Understand the Full Mortgage Lifecycle
Identify and Mitigate Emerging Risks
Enhance Governance and Accountability
Foster Strategic Alignment Across Leadership Levels
Target Audience:
This program is limited to current Board members and C-Suite professionals at single-family mortgage lenders, servicers, and vendors.
Experience Level:
Advanced
Speakers:
Robert Maddox, CMB, Partner, Bradley
Mitch Kider, Chairman and Managing Partner, Weiner Brodsky Kider
Bob Niemi, CMB, Director of Government Affairs, Weiner Brodsky Kider
Amy Summers Creason, CMB, Co-Founder and Board Member, CapitalW Collective
Deb Jones, CMB, SVP Director Capital Markets, Citizens Bank
Marina Walsh, CMB, Vice President Industry Analysis, Mortgage Bankers Association
Seth Sprague, CMB, Director Consulting Services, Richey May
Jeff Naimon, Partner, Orrick, Herrington, & Sutcliffe
Amanda Lawrence, Partner, Orrick, Herrington, & Sutcliffe
Steve vonBerg, CMB, Counsel, Orrick, Herrington, & Sutcliffe
Jonice Gray, Partner and Chair, Consumer Financial Services, Paul Hastings
Jonathan “Jack” Harrington, Partner, Bradley
Dorothy Giobbe, Counsel, Alston & Bird
Clifford Rossi, Professor-of-the-Practice and Executive-in-Residence, Robert H. Smith School of Business, University of Maryland
Kim Phan, Partner, Troutman Pepper Locke
Lawrence Cameron, Partner, Troutman Pepper Locke
Tela Gallagher Mathias, Chief Nerd & Mad Scientist (CTO), PhoenixTeam
