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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

  • Innovation and Strategy Track: Ten Things Your Mortgage Company Must Do to Come Out Ahead in 2019

    Location: Seacliff,
    Bay Level


    Speaker(s)

    Michael D. McAuley, Principal, Garrett, McAuley & Co.

    Joe Garrett, Principal, Garrett, McAuley & Co.

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    Attend this session for a top ten list of strategic initiatives to implement in 2019 to keep your company ahead in a lean market. These specific and actionable suggestions will help you and your team focus on how to increase revenues, control costs, and better manage risk, not only in 2019, but every year thereafter.

    Speaker(s)

    Michael D. McAuley, Principal, Garrett, McAuley & Co.

    Michael D. McAuley is a Principal of Garrett, McAuley & Co., a banking and mortgage banking consulting firm that “helps lenders increase revenues, control costs and better manage risk.”  Mike has more than twenty years of commercial banking experience in financing mortgage bankers, homebuilders, and related firms, most recently at JP Morgan Chase. Mike is an acknowledged expert in the field of mortgage banking and warehouse lending, and he consults with banks, mortgage bankers, credit unions, and regulators.  He focuses on assisting mortgage bankers with improving their strategies, finances, compliance, secondary marketing, and operations.  Mike is a past chairman of the RMA Warehouse Lenders Roundtable; member of the Warehouse Lending Subcommittee at the Texas Mortgage Bankers Association; and a Graduate with Distinction, Willis Bryant Award finalist, and Lecturer at the School of Mortgage Banking.

    Joe Garrett, Principal, Garrett, McAuley & Co.

    Joe Garret is a principal at Garrett, McAuley & Co. Joe has been in the banking and mortgage banking industry since 1977, with most of his experience being within FDIC-insured banks. He has served on the Board of Directors of four banking institutions and served as Chairman and CEO of two of them. He also taught Real Estate Finance at the University of California, Berkeley.