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Arrive early and attend MBA's Mergers & Acquisition Workshop on January 28, 2019. This is a pre-conference event offered exclusively to IMB Conference attendees. View the workshop agenda and register here.

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

PDF Agenda Editable Agenda

Tuesday, January 29, 2019

  • Opening General Session: An Unconventional Method of Business and Team Leadership

    Location: Grand Ballroom,
    Street Level


    Speaker(s)

    Bill Cosgrove, CMB, 2015 MBA Chairman, Chief Executive Officer, Union Home Mortgage Corporation

    Christopher M. George, 2019 MBA Chairman, President & Chief Executive Officer, CMG Financial

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Bob Myers, General Manager, Golden State Warriors, 2018 NBA Champions

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    Industry leaders Bill Cosgrove, Chris George and Bob Broeksmit provide perspective on the opportunities and challenges IMBs may face in the year ahead, including what’s happening in the market as well as in Washington.

    Following the opening remarks, MBA’s Chairman Chris George interviews the General Manager of the Golden State Warriors, Bob Myers. Through personal anecdotes and real-life examples, Myers, describes how he transformed a dying NBA franchise into a championship winning team. A Bay area native, he also shares his personal story of growth and triumph, going from NCAA champion, to one of the most respected sports agents in the industry, to now becoming one of the most successful top executives in professional sports. Myers details the advantages of his own approach to management which he calls “collaborative decision-making,” honed from his years leading teams both on and off the court. Learn how to utilize Myer’s unique leadership style in your own organization to forge better teams and create a winning culture.

    Speaker(s)

    Bill Cosgrove, CMB, 2015 MBA Chairman, Chief Executive Officer, Union Home Mortgage Corporation

    Bill Cosgrove, served as the 2015 Chairman of the Mortgage Bankers Association. Bill Cosgrove is the Owner and CEO of Union Home Mortgage Corp. headquartered in Strongsville, Ohio in the Greater Cleveland area. His mortgage banking career began in 1986 as a residential loan officer. In 1994 Mr. Cosgrove joined Union National Mortgage Co. and in 1998 was named President. Mr. Cosgrove purchased and became 100% stockholder of the company in 1999. In 2010.The name of the company was changed to Union Home Mortgage Corp. In 2007 Bill served as president of the Ohio MBA and in 2015 was the Chairman of the national Mortgage Bankers Association, becoming the first person from Ohio to serve the industry in both capacities. Previously, he served as chairman of MBA’s MORPAC Committee, MBA Board of Governors, and been a long-time member of the MBA Board of Directors. Awards include the distinguished Hoddup Award for his many contributions to the Ohio Mortgage Bankers Association, The National Mortgage Bankers Associations Burton C. Wood, National Legislative Service Award and the prestigious Andrew Woodward Distinguished Service Award, the highest honor bestowed on an individual member of MBA. Mr. Cosgrove has testified on behalf of the industry before Congress, House Financial Services and Senate Banking Committees and the Ohio House of Representatives. He has been interviewed by national publications, The Wall Street Journal, New York Times, USA Today, numerous trade publications, national and local news networks.

    Christopher M. George, 2019 MBA Chairman, President & Chief Executive Officer, CMG Financial

    Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.  Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry. As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.  Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years. He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.  Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    Bob Myers, General Manager, Golden State Warriors, 2018 NBA Champions

    Bob Myers is in his sixth year as General Manager of the NBA’s Golden State Warriors. In 2018, the Warriors won the NBA Championship for the third time in four years. In 2017, Myers himself was named the NBA Executive of the Year for the second time in two years. He was first awarded that title in 2015 for building a roster that won a franchise-record 67 regular-season games and culminated in winning the 2015 NBA Championship – the team’s first title in 40 years. The Warriors finished with a combined 83 victories in the regular season and postseason, the third-most wins in NBA history. Myers also won a championship as a player, having been a member of the UCLA Bruins’ squad that captured the NCAA title in 1995.  

    Myers was named General Manager on April 24, 2012. During his first three seasons as GM, Myers assembled teams that earned four straight trips to the NBA Playoffs, marking the first time the Warriors earned four consecutive postseason berths since 1949-52. In fact, prior to the last three seasons, the club had only made the playoffs once in the previous 18 years. Golden State’s 191 regular-season victories over the last three seasons represent the team’s most wins in a three-year stretch in franchise history.

    Before joining the Warriors, Myers spent the previous five years at Wasserman Media Group (WMG), one of the largest global sports and entertainment companies in the world. As managing executive, Myers represented a client list of nearly 20 NBA players in their team and endorsement contracts. With a well-earned reputation as one of the top player agents in the NBA, Myers was a recipient of the presti- gious “40 under 40” Award in 2011, presented annually by the Sports Business Journal to the 40 most influential sports executives under the age of 40.