CONNECT by California MBA

CONNECT by California MBA

By The California MBABusiness
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CONNECT by California MBA episodes

  • Connect with Leslie Winick, Chief Strategy Officer, MCT (Mortgage Capital Trading) | Episode 225
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Leslie Winick, Chief Strategy Officer, MCT (Mortgage Capital Trading)
    Episode discussion timestamps:
    1:29 - Tell us how you got into the mortgage business.
    4:26 - What is your outlook for 2025 for this industry?
    10:03 - In addition to your role at MCT, you are Co-Founder and Board Member of the CapitalW Collective. Tell us about that amazing organization. How can someone get more information about the CapitalW Collective?
    14:49 - What can we all do to support more women in the mortgage banking industry?
    19:00 - When we chatted a couple of months ago, you shared that you have worked in Europe and traveled the world, and one of your favorite places in Europe is Ireland! What would be the top 3 things you’d recommend as “must sees” if they were going there for the first time?
    To learn more about the CapitalW Collective, visit https://capitalwcollective.org
     
    To learn more about the California MBA, visit cmba.com
    23 min
  • Connect with T. Robert Finlay, Esq., Partner, Wright, Finlay & Zak, LLP | Episode 224
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome T. Robert Finlay, Esq., Partner, Wright, Finlay & Zak, LLP
    Episode discussion timestamps:
    1:31 - What were some of the big legislative takeaways for CA lenders this year?
    10:27 - What litigation trends are you seeing right now?
    13:55 - You will join us again to lead a panel discussion on in-house counsel and outside counsel relationships for lenders. What are some of the key points the panel will discuss?
    16:16 - You’ve had a decorated career in legal representation for the mortgage industry. What advice would you give to someone just entering into this business?
    18:22 - You’ve been a big supporter of the California MBA, for which I’m always grateful. Can you share with us why you’re such a big supporter?
    To learn more about the California MBA, visit cmba.com
    21 min
  • Connect with Melissa Koupal, CMG Financial and Maria Moskver, CloudVirga | Episode 223
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome 2024 Legal Issues and Compliance Conference Co-chairs Melissa Koupal, | SVP, Servicing Risk & Compliance, CMG Financial and Maria Moskver, CEO, CloudVirga
    Episode discussion timestamps:
    1:44 - Thank you for Co-Chairing our upcoming 2024 Legal Issues and Regulatory Compliance Conference next week. You’ve both attended this conference several times, what sessions are you most interested in this year?
    3:53 - From a lender’s perspective, what is your top compliance concern right now?
    5:25 - From a solution providers perspective, what is the most prevalent issue you’re seeing from your clients relative to compliance?
    6:17 - Sheila Oliver, Deputy Commissioner of the Mortgage Division of the DFPI is attending and speaking. What topics are you hoping she covers during her presentation?
    8:29 - Can you each give our listeners a little preview of what we’ll be covering during the conference?
    10:57 - Listeners should also know that we’ve applied for MCLE credits from the California State Bar for those attorneys licensed here, including an hour of Legal Ethics!
    12:21 - Register for California MBA’s 2024 Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/
    **Use LEGAL-50 at checkout to receive $50 off your conference registration, just for listening to our podcast today!**
    To learn more about the California MBA, visit cmba.com
    14 min
  • Connect with Ken Perry, President and CEO, Knowledge Coop | Episode 222
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Ken Perry, President and CEO, Knowledge Coop
    Episode discussion timestamps:
    1:31 - How did you get into the mortgage industry?
    2:24 - Tell us about starting Knowledge Coop
    4:23 - How is your company supporting lenders for success in the New Year?
    6:01 - Share with us what’s in store for Knowledge Coop for 2025
    7:52 - What are your thoughts on the use of AI in our industry?
    10:32 - Can you share with our listeners why you choose to support our association?
    Register for California MBA’s Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/
    To learn more about the California MBA, visit cmba.com
    13 min
  • Connect with Michael Snelling, VP and Danny Gemma, VP, HUB International | Episode 221
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Michael Snelling, Vice President and Danny Gemma, Vice President, HUB International Services
    Episode discussion timestamps:
    1:41 - Let’s hear how you each got into this business
     
    2:57 - HUB’s services are not isolated to the mortgage industry, but that’s vertical. Can you share a little information with our listeners about HUB in general?
     
    4:39 - Cyber security continues to be top of mind for lenders and the hackers just seem to be increasing in sophistication of their crimes. What role does HUB play in keeping lenders safe in these circumstances?
     
    6:19 - Can you share some of the top areas where lenders may think they’re covered adequately as far as their policies and procedures on fighting cyber-attacks, but they’re really falling short?
     
    9:36 - In addition to the ever so popular Cyber liability related conversations, is there anything else on the ‘insurance front’ that has been an emerging topic?
     
    11:36 - Can you share with our listeners why you support the California MBA?
    Register for California MBA’s Legal Issues and Regulatory Compliance Conference:  https://lirc24.events.cmba.com/
     
    To learn more about the California MBA, visit cmba.com
    15 min
  • Connect with Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC | Episode 220
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Mitch Kider, Managing Partner, Weiner Brodsky Kider, PC
    Episode discussion timestamps:
    1:39 - We are fresh off the presidential election. Given the outcome, what regulatory impact should lenders expect?
    5:40 - Artificial Intelligence is top of mind for everyone, including legislators and regulators. What advice are you giving lenders as to the use of AI in their operations?
    8:30 - What should lenders be thinking about relative to fair lending compliance in this market?
    12:01 - What advice would you give to someone just entering into this business?
    14:45 - You’ve been a big supporter of the California MBA, for which I’m always grateful. Can you share with us why you’re such a big supporter?
    Register for California MBA’s Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/
    To learn more about the California MBA, visit cmba.com
    17 min
  • Connect with Kris D. Kully, Partner, Mayer Brown | Episode 219
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Kris D. Kully, Partner, Mayer Brown
    Episode discussion timestamps:
    1:30 - Tell us about your journey to the legal side of mortgage banking.
    4:23 - You advise clients on a wide range of federal and state regulatory compliance issues. What are some of the latest fair lending issues lenders should be aware of?
    8:59 - What would you say lenders should be aware of as far as priorities for the CFPB going into 2025?
    11:38 - Lenders are still navigating a tough origination market. How do you help clients find innovative ways to provide mortgage options?
    13:48 - We greatly appreciate Mayer Brown’s sponsorship for our upcoming Legal Issues and Regulatory Compliance Conference. Can you share with our listeners why you choose to participate and volunteer for our organization?
    Register for California MBA’s Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/
    To learn more about the California MBA, visit cmba.com
    17 min
  • Connect with David Shirk, Managing Member, Shirk Law PLLC | Episode 218
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome David Shirk, Managing Member, Shirk Law PLLC
    Episode discussion timestamps:
    1:38 - Tell us how you got into legal representation for the mortgage business.
    4:56 - What are some of the issues you’re seeing in the market on this these days?
    7:25 - How has the NAR settlement impacted real estate agent employment considerations?
    10:27 - How does your firm set themselves apart from other law firms?
    13:52 - Can you share with our listeners why your firm supports the California MBA?
    Register for California MBA’s Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/
    To learn more about the California MBA, visit cmba.com
    17 min
  • Connect with Richard J. Andreano, Jr., Partner, Ballard Spahr | Episode 217
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Richard J. Andreano, Jr., Partner, Ballard Spahr
    Episode discussion timestamps:
     
    1:36 - What are some of the latest fair lending issues lenders should be aware of?
    6:11 - What advice would you give lenders to strengthen their fair lending policies?
    9:42 - Earlier this year the CFPB finalized a nonbank enforcement order registry. What should our industry members who are subject to a covered order be doing to prepare?
    13:49 - I see that your firm is merging with Lane Powell.  How does that strengthen Ballard Spahr?
    16:15 - Can you share with our listeners why you choose to participate and volunteer for our organization?
     
    To learn more about the California MBA, visit cmba.com
    20 min
  • Connect with Deb Dubois, President, MBA Opens Doors Foundation | Episode 216
    Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome Deb Dubois, President, MBA Opens Doors Foundation
    Episode discussion timestamps:
    1:59 - I always like to get started with our journeys to the mortgage industry, but you’re like me, we didn’t have a background in mortgage! Tell us how you came to become President of MBA Opens Doors.
    4:45 - MBA Opens Doors, give us an overview of what services the foundation provides.
    9:14 - Can you give our listeners an idea of the impact the foundation has on these families?
    15:50 - Fundraising is a constant need for non-profits. How can companies support MBA Opens Doors, aside from just writing a check?
    23:29 - What MBA Opens Doors events should people know about at the upcoming MBA Annual event?
    Donate to MBA Opens Doors: https://give.mbaopensdoors.org/give/177793/#!/donation/checkout
    To learn more about the California MBA, visit cmba.com
    28 min

About CONNECT by California MBA

From the publisher's feed

Welcome to California MBA's podcast, Connect, our all-new podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry.