Conference Speaking Engagements
2024
- Private Debt and Private Loans– Michelle R. Rodriguez, Esq.: IMN Real Estate Family Office & Private Wealth Management Forum (June 13, 2024)
- Investment Property and Business Purpose Loans– T. Robert Finlay, Esq.: IMN Non-QM Forum (June 13, 2024)
- The State of the States - Key State Law Cases and Trends– T. Robert Finlay, Esq.: Mortgage Bankers Association Legal Issues and Regulatory Compliance Conference (May 7, 2024)
- Mortgage Lending Update 2024– Cathy K. Robinson, Esq.: America's Credit Unions Regulatory Compliance Certification School (April 15, 2024)
- Mortgage Fraud - What is it, Where is it, and How to Avoid it – Michelle R. Rodriguez, Esq.: California Mortgage Association Spring Conference (March 7, 2024)
- Deficiency Judgments, Enforcing Guaranties, and the Dreaded One-Action Rule – T. Robert Finlay, Esq.: California Mortgage Association Webinar (February 20, 2024)
2023
- Preparing For & Managing REO - Ideas for a Better Result – Arnold L. Graff, Esq.: California Mortgage Association Webinar (October 17, 2023)
- CMA Town Hall - Legal Issues Update – T. Robert Finlay, Esq.: California Mortgage Association Fall Conference (September 28, 2023)
- Key State Cases and Trends – Darren T. Brenner, Esq.: Mortgage Bankers Association Compliance and Risk Management Conference (September 10, 2023)
- Forbearance and Loan Modification – T. Robert Finlay, Esq.: California Mortgage Bankers Association Webinar (August 15, 2023)
- Legislative Update and RESPA Overview – T. Robert Finlay, Esq.: California Mortgage Bankers Association Webinar (July 19, 2023)
- The Loan Estimate and Closing Disclosure – Michelle R. Rodriguez, Esq.: California Mortgage Association Webinar (July 18, 2023)
- Servicing Post Forbearance: What Has Changed? – T. Robert Finlay, Esq.: IMN Non-QM Forum (June 1, 2023)
- The Home Mortgage Disclosure Act: A 2023 HMDA Update – Michelle R. Rodriguez, Esq.: California Mortgage Association Webinar Plus (May 16, 2023)
2022
- California and Federal Legislative Update – T. Robert Finlay, Esq.: California Mortgage Bankers Association Legal Issues & Regulatory Compliance Conference (December 13, 2022)
- How the Recent Honchariw Decision Affects a Lender's Ability to Charge Default Interest – T. Robert Finlay, Esq.: California Credit Union League's Joseph A. McDonald Attorney Conference (December 8, 2022)
- Challenges and Risks to California Post-Foreclosure Sales – Michelle A. Mierzwa, Esq.: National Association of Default Professionals (NADP) Webinar (June 21, 2022)
- The Regulatory Plenary – T. Robert Finlay, Esq.: IMN Non-QM Forum (June 2, 2022)
- CMA Webinar – Update on compliance with federal Fair Debt Collection Laws. Michelle A. Mierzwa, Esq.: California Mortgage Association Webinar (January 20, 2022)
2021
- 2021 Legislative Update – T. Robert Finlay, Esq.: CMBA Town Hall (December 8, 2021)
- Multi-state Legislative Update – Michelle A. Mierzwa, Esq.: United Trustees Association Annual Educational Conference (November 9, 2021)
- California 2021 Legislative Update – T. Robert Finlay, Esq.: ProVisors (September 16, 2021)
- Fall Out from California’s New Post-Foreclosure Auction Process (SB 1079) – Michelle A. Mierzwa, Esq.: California Mortgage Association Summer Seminar (July 29, 2021)
- FDCPA Final Rules and the New Face of Debt Collection – Michelle A. Mierzwa, Esq.: NAMWOLF (May 2021)
- California: Avoiding Pitfalls Associated with Collecting Rents, Seeking a Deficiency Judgment and the One-Action Rule – T. Robert Finlay, Esq.: ProVisors (April 7, 2021)
- CMBA Legislation Update – Discussion with CMBA lobbyist, Pat Zenzola, covering California’s new laws including AB 3088, SB 1079 and AB 1864. T. Robert Finlay, Esq.: California Mortgage Bankers Association Legal Issues and Regulatory Compliance Conference (January 12, 2021)
2020
- California Mortgage Association Webinar – A discussion on SB 1079 with CMA’s top experts who explained the law, and provided practical advice on how to work within the new restrictions. T. Robert Finlay, Esq.: California Mortgage Association Webinar (November 17, 2020)
- California Mortgage Association Town Hall – A discussion with CMA's General Counsel, Robert Finlay, CMA's California Lobbyist, Mike Belote, and industry expert, Noah Furie about AB 3088, SB 1079, AB 1864 and a host of other new laws impacting the lending and mortgage industries. T. Robert Finlay, Esq.: California Mortgage Association Fall Virtual Event (November 5, 2020)
- Impact of COVID-19 Pandemic on Leases, Mortgages and Other Contracts and Practices – Moderated a panel discussion that addressed the impact of the pandemic and related governmental action on leases, mortgages and other contracts, as well as employment contracts and practices. Michelle A. Mierzwa, Esq.: NAMWOLF Virtual Annual Meeting (September 15, 2020)
- AB 3088 - Amendments to 2924.15 Mortgage Forbearance Rental Payment Default – A discussion on the new HOBR, Forbearance and Eviction requirements of California's AB 3088. T. Robert Finlay, Esq.: California Mortgage Association (September 9, 2020)
- Capitol Report Webinar – A discussion with the CMA’s Lobbyists and General Counsel on the latest bills impacting mortgage lending and servicing in California. T. Robert Finlay, Esq.: California Mortgage Association (June 11, 2020)
2019
- Recent Nevada Legislation Affecting Mortgages – A detailed review of the 2019 Legislative changes affecting Nevada mortgages. Dana Jonathon Nitz, Esq.: 2019 Legislative Session Review for the Nevada Bankers Association, Risk Management Association and Mortgage Lenders Association (October 29, 2019)
- 2019 Legal and Regulatory Review – An overview on case law and regulations affecting private lending and servicing. T. Robert Finlay, Esq.: California Mortgage Association 2019 Fall Seminar (October 24, 2019)
- Foreclosure Lab – The Foreclosure Lab offers the strategies that can help ensure seamless operations and premium service, addressing the industry’s most pressing issues ranging from pending legislation to maintaining compliance. Michelle A. Mierzwa, Esq.: The Five Star Conference and Expo (September 25, 2019)
- Oregon Legislative Updates – Update on significant legislation passed during the 2019 Oregon legislative session, along with discussion of recent federal bankruptcy reforms affecting family farmers and small businesses. Tony Kullen, Esq.: Oregon State Bar Debtor-Creditor Section Annual Meeting (September 13, 2019)
- Credit Unions: Navigating a Changing Regulatory Environment from Loan Origination Fraud to Bankruptcy Issues – A thorough review focusing on common types of origination fraud and fraud trends, and a discussion on the model Chapter 13 Plan, Proof of Claim, motions to value and lien-stripping on auto loans. Leslie G. Baird, Esq. & Nichole L. Glowin, Esq.: Credit Union Conference (June 3, 2019)
- Legal and Regulatory Review – An in-depth update on recent laws, enforcement issues and significant cases impacting the mortgage industry. T. Robert Finlay, Esq.: CMA Spring Seminar (April 25, 2019)
- Recent Court Decisions Impacting the Default Industry in California – A review of recent Appellate Court Opinions in California on various topics, including attorney fee awards and recovery by lenders and borrowers, trustee’s deed recording as a condition precedent to serving notice to vacate in eviction matters, and the impact of receiver lien priority on existing secured lenders. Michelle A. Mierzwa, Esq.: REOMAC Education Session (April 23, 2019)
- Summary of Legislative Wish List for CA/NV/WA – A rundown of the latest efforts by the UTA legal issues committee and their lobbyists to push new legislation for those states. This included proposed clarification to existing law concerning collection of trustee fees as part of reinstatement, ensuring the secured status of post lien HOA dues and special assessments, and allowing foreclosure trustees to withdraw from their role. Sonia Plesset Edwards, Esq.: UTA Dinner Event (April 11, 2019)
2018
- Super-Priority Receivership Liens: How Cities and Court Appointed Receivers Clean Up Neighborhoods –Discussion regarding receivers appointed by the court under the CA Health and Safety Code and how their liens may or may not be allowed to take super-priority over all prior encumbrances. Ruby J. Chavez, Esq.: CMBA Legal Issues & Regulatory Compliance Conference (December 3, 2018)
- Legal and Practical Concerns When the Borrower is Deceased – A discussion on legal and practical concerns regarding deceased borrowers in light of the recent changes to the Deed of Trust Act (HB 2057) and other issues that may arise upon the death of one or more borrowers in the context of foreclosure. Laura N. Coughlin, Esq.: United Trustees Association’s Annual Education Conference (November 6, 2018)
- Legislative Updates – A panel of lobbyists discuss the key mortgage statutes enacted in 2018 and what to expect in 2019. T. Robert Finlay, Esq.: United Trustees Association's Annual Education Conference (November 6, 2018)
- Bankruptcy Case Updates – A discussion of recent United States bankruptcy case law over the previous year as it relates to foreclosure trustees and foreclosure law in general. Mark S. Blackman, Esq.: United Trustees Association’s Annual Education Conference (November 5, 2018)
- Women-Owned Small Business: Navigating Certification – Discussion of opportunities and processes for women-owned small businesses to obtain certification, compete and win government set-aside and other contracts. Michelle A. Mierzwa, Esq.: American Mortgage Diversity Council, Women-Owned Small Business Section (October 24, 2018)
- 2018 Legal and Regulatory Review – Session covering 2018 legislative changes and new case updates impacting the loan origination and servicing industry. T. Robert Finlay, Esq.: CMA Fall Seminar (October 11, 2018)
- Inside the Lines: Navigating Emerging Regulatory Concerns – Discussion of forthcoming legislative and regulatory issues impacting mortgage loan originators and servicers, including California’s Consumer Privacy Act of 2018 and updates to Washington Administrative Code sections impacting mortgage loan originator and servicer licensees. Michelle A. Mierzwa, Esq.: Five Star Conference – Legal League 100 Breakout Session (September 17, 2018)
- Update on State-Level Litigation and Emerging Trends – Discussion on the recent appellate case law in Arizona and Washington on the impact of statutes of limitation on enforcement of mortgage loans, Nevada HOA Lien Priority appellate case law and update on Washington property preservation class action litigation and legislation. Michelle A. Mierzwa, Esq.: Mortgage Bankers Association Compliance Essentials Series Webinar (August 23, 2018)
- Cases That Matter: Litigation from Coast to Coast – Annual case law update covering recent important litigation cases impacting mortgage loan servicing and enforcement. Michelle A. Mierzwa, Esq.: ALFN 16th Annual Leadership Conference (July 24, 2018)
- Servicing Case Updates 2017-2018 – A discussion on the relevant loan origination, servicing and title cases impacting the mortgage industry. T. Robert Finlay, Esq.: California Mortgage Association Spring Seminar 2018 (April 26, 2018)
- Servicing: The Latest Regulations, Picking/Managing your Servicer and Key Transfer Issues – Moderated a panel of experts discussing recent regulatory changes, how to limit risk and delay during service transfers and the future of the Fee for Service model. T. Robert Finlay, Esq.: IMN’s 5th Annual The Residential Mortgage Servicing Rights Forum (March 26, 2018)
- MBA Servicing Conference Super Session – An energetic discussion of the most popular servicing topics from the conference in an interactive format with a panel of experts. Topics covered included updates on Nevada HOA lien priority issues and case law, as well as updates on Washington property preservation action and liability in light of the Jordan v. Nationstar case. Michelle A. Mierzwa, Esq.: Mortgage Bankers Association’s National Mortgage Servicing Conference & Expo 2018 (February 9, 2018)
- Hot Topics in Servicing – A rapid-fire look at the latest-breaking issues in servicing that may shape the future, including a discussion by Ms. Mierzwa of the January 2018 changes to the California Homeowner Bill of Rights. Michelle A. Mierzwa, Esq.: Mortgage Bankers Association’s National Mortgage Servicing Conference & Expo 2018 (February 8, 2018)
- Best Practices for Successful Servicing and Subservicing Transfers – A discussion on how to understand the specific risks of the transfer process, including operational, financial, and regulatory risks. Discussed the CFPB’s guidelines as well as best practices from successful servicing and subservicing transfers. T. Robert Finlay, Esq.: Mortgage Bankers Association’s National Mortgage Servicing Conference & Expo 2018 (February 7, 2018)
- Notes and Trust Deeds: Getting It Right – A discussion on the most important clauses in the note and deed of trust, explaining what is needed and why it’s important. From basic to high level concepts, this session provides a better understanding of what’s in the loan documents. T. Robert Finlay, Esq.: California Mortgage Association’s 2018 Winter Seminar (January 18, 2018)
2017
- Servicing Panel – A discussion on California and Nevada Homeowner Bill of Rights, interaction between CFPB’s new rules for working with “successors” to the borrower and California’s Widows and Orphans Bill, and other relevant servicing issues. T. Robert Finlay, Esq.: California MBA Legal Issues & Compliance, Licensing and Regulatory Conference 2017 (December 4, 2017)
- What the Impending Repeal of California’s Homeowner Bill of Rights means to you? – With many provisions of CA’s HOBR expiring at the end of the year, Servicers need to understand what provisions still remain and how the repeal of HOBR will bring the CFPB Loss Mitigation Rules into the forefront in California. Plus, a reminder on the key provisions of Nevada’s HOBR. T. Robert Finlay, Esq.: United Trustees Association’s Annual Education Conference (November 7, 2017)
- Western United States Legislative Update (Moderator) – A panel of lobbyists discuss the key mortgage statutes enacted in 2017 and what to expect in 2018. T. Robert Finlay, Esq.: United Trustees Association’s Annual Education Conference (November 7, 2017)
- Upcoming Changes to CA and NV Homeowner Bill of Rights – A discussion on the current status of HOBR and pending litigation as well as the upcoming Sunsetting or changing provisions that will occur on January 1, 2018. Gwen H. Ribar, Esq.: ACI’s 29th Annual Advanced Forum on Consumer Finance Class Actions & Litigation (July 25, 2017)
2016
- CMBA Litigation Update: Nevada HOA and FDCPA Updates – A discussion on the latest updates on FDCPA and Nevada HOA litigation. T. Robert Finlay, Esq.: CMBA Western States 2016 Legal Issues Conference (December 5, 2016)
- Nevada HOA Lien Update: The Wild, Wild West – One by one, the litany of questions raised or left open by SFR Investments Pool I v. U.S. Bank (2014) are being answered by state and federal courts, making the future look brighter for lenders and servicers. Dana Jonathon Nitz, Esq.: United Trustees Association Annual Conference (November 7, 2016)
- “Widows and Orphans Bills:” SB 1150 and the New CFPB Servicing Rules – A webinar discussing the recent passage of California SB 1150, its requirements and restrictions, and how it compares and contrasts with the amended CFPB rules. T. Robert Finlay, Esq.: CMBA Legal Issues Committee Webinar (October 18, 2016)
- State-by-State Survey on Important Case Law, Litigation Trends, New Statutes, Statute of Limitations Issues and More – A discussion on recent Nevada HOA super-priority lien developments, recent court decisions and a comprehensive review of Nevada’s Senate Bill 306. T. Robert Finlay, Esq.: ACI’s 21st National Forum on Residential Mortgage (September 27, 2016)
- Compliance Essentials – Servicing Including the Latest Rules & Servicing Roundtable – Presentation on educational panel reviewing the CFPB’s newly-issued Final Servicing Rules and FDCPA Interpretive Rule. Participation as discussion leader on subsequent Servicing Roundtable. Michelle A. Mierzwa, Esq.: MBA’s Compliance, Licensing and Regulatory Conference (September 18-19, 2016)
- State Court Issues: Nevada HOA Update – A discussion of the Nevada Supreme Court's SFR Decision and its aftermath, including HOA rights of foreclosure and lien supremacy. T. Robert Finlay, Esq.: MBA Legal Issues & Compliance, Licensing and Regulatory Conference (May 1, 2016)
2015
- Superpriority of HOA Liens in Nevada – A discussion of the Nevada Supreme Court ruling of SFR v. US Bank and its impact on HOA sales, Litigation, and Nevada Law. T. Robert Finlay, Esq.: CMBA Annual Western States Legal Issues Conference (December 7, 2015)
- Municipal Distressed Property Ordinances: Obstacles & Realities – Over the past ten years, adoption of distressed property ordinances by local counties and municipalities has increased exponentially. Ms. Mierzwa and the panel addressed the similarities and differences of such ordinances in California, Nevada and other states across the nation, as well as related property liens and fines and how Trustees are defined in the ordinances. Current issues, compliance and defense were discussed. Michelle A. Mierzwa, Esq.: United Trustees Association Annual Conference (November 9, 2015)
- CFPB Rules and the Complaint Process – With the Dodd-Frank Act and the establishment of the Consumer Finance Protection Bureau and its subsequent regulations, servicers’ complaint management processes have become subject to increased regulation and scrutiny. Ms. Mierzwa and the panel discussed different aspects of complaint management, including how to address Notices of Error and Requests for Information under the CFPB Servicing Rules and the CFPB’s Consumer Complaint Portal and Database website, its functionalities and response timeframes. Applicability to servicers and trustees and common questions were addressed. Michelle A. Mierzwa, Esq.: United Trustees Association Annual Conference (November 9, 2015)
- Coast to Coast: A Litigation Update - A discussion of the latest trends in motgage litigation across the country, including information and tips on suits where servicers, lenders, investors and GSEs have real exposure, as well as updated information on successful defenses to litigation threats and ways to minimize exposure and legal spend. T. Robert Finlay, Esq.: 13th Annual ALFN Leadership Conference (July 2015)
- Super Priority Liens: Protecting Your Interests - A roundtable discussion on HOA super lien states, including an overview of recent court decisions and new laws affecting HOA law in Nevada and other states. Robin P. Wright, Esq.: 13th Annual ALFN Leadership Conference (July 2015)
- Litigating Nevada HOA Issues In The Wake of The SFR Decision - A discussion of litigation in Nevada given the super-priority lien issue decided by SFR v. US Bank (130 Nev. Adv. Op. 75, 334 P.3d 408 (2014) which held that a properly conducted HOA non-judicial foreclosure sale can extinguish the first position deed of trust. T. Robert Finlay, Esq.: ACI’s Consumer Finance Class Actions & Litigation Conference (April 14, 2015)
- Servicing Supersession - Roundtable exchange on the latest issues in servicing. Jointly hosted by Robin P. Wright, Esq.: MBA Annual Servicing Conference, (February 26, 2015)
- The Law's Impact on Business Practice - A discussion with leading legal experts on recent legal developments and the impact they will have on servicing operations. The Panel provided plain-language interpretations of recent legal changes, judicial decisions and regulatory amendments, as well as practical insight on how these will effect day-to-day operations of servicers. Topics included recent changes to FHA servicing, developments in HOA lien priority, as well as other key state and federal issues. T. Robert Finlay, Esq.: MBA Annual Servicing Conference, (February 25, 2015)
- Standing Room Only - An overview of the current state of borrower standing issues under California law in light of recent court decisions and the pending California Supreme Court review; also looking at the effect of applicable New York Trust law (since it is often invoked by the borrowers under the assumption that the securitization occurred under New York law) as a potential dispositive factor. Jonathan D. Fink, Esq.: REOMAC Webinar (February 18, 2015)
2014
- California MBA Litigation Update - A discussion on the latest developments in mortgage related litigation including title issues, commercial general liability claims, TILA case law and HAMP violations. Also discussed were trends in default servicing issues and the Nevada super lien decision for homeowners associations and how that will affect other states. T. Robert Finlay, Esq.: Annual California Mortgage Bankers Association Legal Issues Conference (December 2014)
- The Looming Threat of HOA Super-Priority Lien Statutes - A detailed discussion of the Nevada Statues and the super-priority lien issue decided by SFR v. US Bank (130 Nev. Adv. Op. 75, 334 P.3d 408 (2014) which held that a properly conducted HOA non-judicial foreclosure sale can extinguish the first position deed of trust. Dana Jonathon Nitz, Esq.: REOMAC Webinar (November 17, 2014)
- Nevada: Now a Super-Duper Priority Lien State - A webinar discussing the recent SFR v. U.S. Bank decision holding that foreclosure on an HOA lien will eliminate a first priority DOT, including how to handle Nevada HOA issues going forward to prevent additional losses. T. Robert Finlay, Esq. and Robin P. Wright, Esq.: MBA Webinar (November 7, 2014)
- West Coast Legislative Update - A discussion with the UTA's lobbyists on the potential legislative hurdles facing the mortgage industry in 2015, as well as possible legislative fixes to existing challenges. T. Robert Finlay, Esq. moderated as the UTA's Legislative Chair: United Trustees Association Annual Conference (November 2014)
- Nevada HOA Lien Presentation - A detailed discussion of the Nevada Statutes and the super-priority lien issue decided by SFR v. US Bank (130 Nev. Adv. Op. 75, 334 P.3d 408 (2014) which held that a properly conducted HOA non-judicial foreclosure sale can extinguish the first position deed of trust. Dana Jonathon Nitz, Esq.: United Trustees Association (UTA) Seminar (November 2014)
- ALFN From Coast to Coast: Hot Topics in Litigation - A nationwide overview on key decisions in 2013 impacting the real estate and mortgage industry, including cases involving CFPB, standing, preemption, HOBR and others. T. Robert Finlay, Esq.: American Legal and Financial Network Annual Conference (July 2014)
- Is the Party Over or is it Just Starting? - A presentation focused on the probable litigation arising from the new CFPB servicing and origination rules. Robin P. Wright, Esq.: American Legal and Financial Network Annual Conference (July 2014)
- California Homeowner Bill of Rights - One Year Later - A discussion of ongoing compliance challenges and legal decisions interpreting HOBR. T. Robert Finlay, Esq.: California Credit Union (March 2014)
2013
- CMBA Mortgage Servicing Panel - A panel, including Mary Santandrea, Esq. of the CFPB, discussing significant compliance issues, including the interaction between the CFPB's Final Servicing Rules and the California and Nevada HOBR. T. Robert Finlay, Esq.: California Mortgage Bankers Association Legislative, Regulatory, QA & Compliance Conference (December 2013)
- Trustees Roundtable - A discussion of the key issues impacting trustees. Joyce Copeland: United Trustees Association Annual Conference (November 2013)
- Legislative Update (OR, TX, UT, WA) - A panel, including Holly Chisa, HPC Advocacy, Shawn Miller, Miller Public Affairs, Jim DeLoach, Butler & Hosch and Armand Howell, Esq., Matheson & Howell, discussing recently passed laws in Oregon, Washington, Texas and Utah. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2013)
- Legislative Update (CA, NV, AZ) - A panel, including Michael Belote, California Advocates, Cheryl Blomstrom, Blomstrom Consulting and Eileen Newhall, California Senate Banking & Financial Institutions Committee, outlining recently passed legislation in California, Nevada and Arizona, as well as what to expect in 2014. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2013)
- ALFN Hot Topics Legal Update - ALFN webinar covering key decisions across the country impacting the real estate and mortgage industry, including cases involving MERS, standing, preemption, HOBR and others. T. Robert Finlay, Esq.: American Legal and Financial Network Webinar (September 2013)
- Updates on Nevada Homeowner's Bill of Rights (HOBR) - A compliance overview of Nevada's HOBR, effective October 1, 2013. Robin P. Wright, Esq.: United Trustees Association Annual Los Angeles Dinner (August 2013)
- State Bar Consumer Financial Services Committee ("CFSC") Presentation - CFPB enforcement under Section 1031(a) of the Dodd-Frank Act for abusive debt collection practices. Jonathan D. Fink, Esq.: State Bar CFSC (August 2013)
- ALFN From Coast to Coast: Hot Topics in Litigation - A nationwide overview on key decisions in 2013 impacting the real estate and mortgage industry, including cases involving MERS, standing, preemption, HOBR and others. T. Robert Finlay, Esq.: American Legal and Financial Network Annual Conference (July 2013)
- CMA New Servicing and Foreclosure Regulation Update - A compliance overview on the new rules and regulations impacting large and small loan servicers and a comprehensive survey of recent judicial decisions involving the California Homeowners Bill of Rights (HOBR). Jonathan M. Zak, Esq. and Joyce Copeland: California Mortgage Association Annual Conference (July 2013)
- California Mortgage Association - Litigation update under the California Homeowners Bill of Rights - a survey of judicial decisions (July, 2013)
- California Mortgage Association - A compliance overview on the new rules and regulations impacting large and small loan servicers. Joyce Copeland: California Mortgage Association Annual Conference (July 2013).
- American Legal & Financial Network - Avoiding, and defending claims arising from unsuccessful loss mitigation/ loan modification efforts. Jonathan M. Zak, Esq. (June 2013)
- New Mortgage Servicing Rules and Regulations Under the CFPB - A detailed discussion of the impending CFPB Servicing Rules, their impact on mortgage servicers and tips on implementing a compliance plan. Charles C. McKenna, Esq.: American Legal and Financial Network (ALFN) Seminar (April 2013)
- California Legislative Update - A comprehensive discussion of the proposed new laws impacting the mortgage and real estate industry. T. Robert Finlay, Esq.: United Trustees Association Annual Orange County Dinner (April 2013)
2012
- CMBA Litigation Update - A detailed discussion of recent litigation impacting the real estate and mortgage industry, including recent class action cases, HOBR-related litigation, the future of B&P 17200 lawsuits in light of the expanded UDAAP standards under Dodd-Frank legislation. T. Robert Finlay, Esq.: California Mortgage Bankers Association Legislative, Regulatory, QA & Compliance Conference (December 2012)
- Legislative Update (CA and WA) - A detailed discussion with Michael Belote, California Advocates and Holly Chisa, HPC Advocacy on recently passed legislation impacting the real estate industry in California and Washington. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2012)
- California Homeowner Bill of Rights (HOBR) Compliance Overview - T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2012)
- CMA California Homeowner Bill of Rights (HOBR) - In conjunction with Phil Adleson of Adleson, Hess & Kelly, a contrast of the impact of the impending HOBR on large and small loan servicers. T. Robert Finlay, Esq.: California Mortgage Association Annual Conference (October 2012)
- Updates on California's Homeowners Bill of Rights (HOBR) - A compliance discussion designed to assist the mortgage industry in setting up its California HOBR compliance program. T. Robert Finlay, Esq.: United Trustees Association Annual Los Angeles Dinner (August 2012)
- New California Laws & Bills - A detailed discussion of new and proposed laws affecting the real estate industry. T. Robert Finlay, Esq.: United Trustees Association Annual Orange County Dinner (April 2012)
- ATA Legislative Update - A comprehensive discussion of recent legal developments in California, Nevada and the West Coast. T. Robert Finlay, Esq.: Arizona Trustees Association (March 2012)
- MBA Kicking the Boot Camps: Gaining an Edge in Default Servicing Defensive Litigation - A national overview on mortgage-related litigation and strategies to quickly and efficiently resolve them. T. Robert Finlay, Esq.: Mortgage Bankers Association Annual Servicing Conference (February 2012)
- FHFA Meeting Regarding Proposed Outside Counsel Guidelines - T. Robert Finlay, Esq.: On behalf of the United Trustees Association (February 2012)
2011
- CMBA Litigation Update - Addressing emerging trends in state and federal enforcement initiatives, class actions and servicing litigation, including HUD and AG proceedings, Fair Lending and False Claims Act complaints, MERS and other standing litigation and "robo-signing" controversies. Robin P. Wright, Esq.: California Mortgage Bankers Association Legislative, Regulatory, QA & Compliance Conference (December 2011)
- Trends in Mortgage Litigation - A panel, including David Brooks, Esq., Bank of America and Brandie Peeples, Esq. of MERS, discussing the recent trends in mortgage-related litigation. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2011)
- Legislative Update (CA and NV) - A compliance-based overview of new laws impacting the real estate and mortgage industry in California and Nevada. Robin P. Wright, Esq.: United Trustees Association Annual Conference (November 2011)
- Alternatives to Non-judicial Foreclosure - Covering judicial foreclosures, receiverships, suits on the note and other options to a non-judicial foreclosure. Jonathan M. Zak, Esq. and Joyce Copeland, Wright Finlay & Zak: United Trustees Association Annual Conference (November 2011)
- Legislative updates from California, Nevada, Washington, Oregon and Idaho - T. Robert Finlay, Esq.: United Trustees Association Annual San Diego Dinner (June 2011)
- California Land Title Association/California Escrow Association - Short Sales: a two-part webinar giving a comprehensive overview of the short sale process, including potential escrow and title issues and how to detect and avoid fraudulent and contested short sales. Jonathan M. Zak, Esq. and Linda Hamilton, Senior Vice President for Chicago Title (April 2011)
- Post Foreclosure Evictions 101 - Madeleine K. Lee, Esq.: An informative presentation on the eviction process occurring after the lender forecloses. The attendees learned about the lenders' multitude of challenges in prosecuting an eviction given the defenses offered to the occupants or borrowers, such as rent control, abusive discovery practices, wrongful foreclosure, Protection of Tenants from Foreclosure Act, SB 1137 defenses and more. REOMAC Annual Education Summit & Expo (March 2011)
- Preventing Claims Arising from Unsuccessful Loss Mitigation Efforts - Jonathan M. Zak, Esq.: A Webinar by the ALFN for the California Escrow Association and the California Land Title Association (March 2011)
- CA Senate Hearing on CA Defaults - Addressing the wave of newly enacted California laws that encourage borrowers to file lawsuits in order to delay foreclosure actions. Robin P. Wright, Esq.: California Mortgage Bankers Association Legislative, Regulatory, QA & Compliance Conference (2011)
2010
- CMBA Litigation Update - Addressing emerging trends in state and federal enforcement initiatives, class actions and servicing litigation, CA's SB 1137 issues and litigation, MERS and other standing litigation. Robin P. Wright, Esq.: California Mortgage Bankers Association Legislative, Regulatory, QA & Compliance Conference (December 2010)
- Foreclosure Delay Litigation - The panel included David Brooks, Esq., Bank of America and Joe Patry, formerly of MERS, and covered the different types of mortgage-based litigation, the borrower's motivations behind filing suit and strategies to combat and resolve the litigation. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2010)
- Update on California legislation, loan modifications, litigation and government ordinances - An overview of the most significant issues affecting the real estate and mortgage industry. T. Robert Finlay, Esq.: United Trustees Association Annual Los Angeles Dinner (July 2010)
- Mabry v. Superior Court: An Update on the UTA's Amicus Efforts - T. Robert Finlay, Esq.: United Trustees Association Annual San Diego Dinner (June 2010)
- MERS Litigation: the 'Good', the 'Bad' and the (Potentially) 'Ugly' - T. Robert Finlay, Esq.: Mortgage Bankers Association, National Mortgage Servicing Conference & Expo 2010 (February 23-26, 2010)
2009
- MBA Navigating Legal Trends in the Servicing, Foreclosure and REO Arenas - Covering key developments in MERS-related litigation and other recent trends impacting the real estate, mortgage and servicing industries. T. Robert Finlay, Esq.: Mortgage Bankers Association Annual Conference (October 2009)
- American Legal & Financial Network - Hot Topics: State Legislative Updates, Predatory Lending and HAMP. Jonathan M. Zak, Esq.: (July 2009)
- California Regulations from the California Foreclosure Prevention Act and Nevada Compliance Update - The panel included Phil Adleson, Esq. of Adleson, Hess and Kelly, and addressed current industry issues. T. Robert Finlay, Esq.: United Trustees Association Annual Los Angeles Dinner (June 2009)
- Legal Issues In Default Servicing - An overview of recent decisions and legislative issues impacting mortgage servicing. T. Robert Finlay, Esq.: Annual AFS Default Workshop (May 2009)
2008
- More Information You Need to Know: Bankruptcy, Title-Related Foreclosure Issues, Injunctions, and More - Covering recent trends in bankruptcy, title and other real estate-based issues. T. Robert Finlay, Esq.: United Trustees Association Annual Conference (November 2008)