Essentials for Executives and Board Members: Module IV: Profitability and Benchmarking in Mortgage Finance

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, July 17 (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

Speaker(s):

Registrants can expect to hear from:

• 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

Special Pricing:

• Please contact David Upbin for group pricing or pricing for multiple registrations.