Essentials for Executives and Board Members: Module XI: Artificial Intelligence in Mortgage Finance: March 2025

MBA is pleased to offer a comprehensive program designed to empower your board members and senior executives in confidently leading your organization. Our Leading Mortgage Organizations: Essentials for Executives and Board Members program consists of eleven modules created to equip board members and senior executives with the knowledge, tools, and strategies necessary to navigate single-family mortgage challenges, identify opportunities, and mitigate risks throughout the loan lifecycle.

Authored and delivered by industry experts and vetted by MBA, these sessions cover complex mortgage concepts, ensuring participants emerge as stronger fiduciaries capable of making informed decisions. Elevate your board's effectiveness, enhance stakeholder trust, and position your organization for long-term success with this mortgage-focused training.

In this 2025 virtual series, members can choose to attend the sessions they need or enroll in the comprehensive suite of eleven modules. Attendees will receive a certificate completion at the conclusion of each session.

• Module I: Basics of Board Duties and Ethics for Mortgage Lenders and Servicers: Friday, February 7, 2025
  
• Module II: The Mortgage Landscape: Friday, February 28, 2025
• Module III: Secondary and Capital Markets: Friday, March 21, 2025
• Module IV: Profitability and Benchmarking in Mortgage Finance: Friday, May 9, 2025
• Module V: Mortgage Servicing Rights: Friday, April 11, 2025
• Module VI: Compliance Management: Friday, May 23, 2025
• Module VII: Fair Lending and Community Reinvestment Act (CRA): Friday, June 13, 2025
• Module VIII: Corporate Social Responsibility, DEI, and ESG: Friday, July 11, 2025
• Module IX: Risk Management: Friday, August 1, 2025
• Module X: Fraud and Cybersecurity: Friday, August 22, 2025
• Module XI: Artificial Intelligence in Mortgage Finance: Friday March 7 or Friday, September 12, 2025

*You must register for each session that you would like to attend. They do not need to be taken in order. 

Date/Time

• Friday, March 7 (1:00 PM - 2:30 PM ET)

Objectives

• Artificial intelligence (AI) in mortgage
• Considering and selecting the right AI strategy
• Legal and regulatory landscape
• Approach to governance, risk, and controls
• Road mapping and deployment approaches
• Costs of AI
• Getting to the return on investment
• Income statement, cash flow, and balance sheet implications
• Creating an AI-forward enterprise

Who Should Attend?

• This program is exclusive and limited to current Board members and C-Suite professionals at single-family mortgage lenders, servicers, and vendors.

Experience Level

• Advanced

Speaker(s)

• Tela Mathias, Chief Operating Officer and Managing Partner, PhoenixTeam

Special Pricing

• Please contact David Upbin for group pricing and to enroll in the complete package.