Upcoming Events

CMA offers a variety of educational events throughout the year to keep its members up-to-date on the latest industry trends, legislative information, and business practices.

To sponsor one of our educational events, check out our sponsorship packages here.


CMA Webinar: Mortgage Fund-amentals: Considerations for Creating a Mortgage Fund

Date: August 9, 2022
11:00am – 12:15pm

Complimentary for CMA Members | $50 for Non-Members

Non-Members, use the button below to pay using Authorize.Net:

Presented by:
K. Bradley Rogerson, Esq. | Partner | Hanson Bridgett, LLP.
Shafiq Taymuree | Executive Vice-President | Stonecrest Managers, Inc.

Do you want to start a mortgage fund? Have you ever wondered if a mortgage fund model could compliment your current private lending business? Do you currently have a mortgage fund and need answers to the challenges you face managing your fund? If so, this program is for you. We paired an experienced mortgage fund attorney and a seasoned manager of multiple funds to present the legal and practical considerations one faces forming, operating and even dissolving a mortgage fund in today’s environment.

You’ll leave this presentation with a better understanding of:

• What it takes to implement a new mortgage fund strategy
• How to deal with common management and operational issues inherent to mortgage funds
• How mortgage funds compare to other sources of capital

Attendees will also receive detailed written materials outlining the major considerations applicable to mortgage fund creation.


CMA Webinar: Loan Disclosures – 2022 Update: Business Purpose AND Consumer Loans

Date: September 13, 2022

11:00am – 12:15pm

Save the Date!

Think you have it all figured out? – think again! Even non-consumer, business purpose and commercial loans have disclosure requirements. Back by popular demand, and updated for 2022, Michelle and Lori will go over the various loan disclosure forms you need to stay compliant and on top of ever-changing regulations. And with the webinar format, we make it easy for your whole origination team to attend! Added Bonus: Receive a disclosure checklist and copies of disclosure forms.

Presented by:

Michelle R. Rodriguez, Esq., Sr. Compliance Counsel, Wright, Finlay & Zak
Lori Randich, Principal, Bay Laurel Financial


2022 Fall Seminar

Date: October 27 – 28, 2022

Location: ARIA Resort & Casino
3730 S Las Vegas Blvd
Las Vegas, NV 89158

Click here to reserve your room!


2023 Spring Conference

Date: March 8-10, 2023

Location: Hyatt Regency Newport Beach
1107 Jamboree Rd
Newport Beach, CA 92660

Save the Date!