Join a Forum

Individuals interested in joining
a forum should contact:

Deb Meogrossi
CMLA Forums Facilitator
(303) 909-5936
Send an Email

Which Forum Should I Join?

Leadership Forum

Quarterly workshops are designed to create an ongoing learning experience by bringing working sessions to the Members of this Forum to sharpen leadership skills; access new ideas, methods and tools; and participate in discussions with other managers, leaders and executives. The standard format involves a presentation by a speaker on a management, leadership or coaching topic, followed by roundtable discussions and practical exercises, ending with a final group summary.

Applicants must meet both the company and individual requirements to be considered for membership in this Forum.

Membership Fees: Assessed and paid annually.

Member Company Requirements:

• Must be a CMLA member firm (or the individual must hold an individual membership).

Individual Requirements:

• Must fulfill a management role within their company; and,
• Must be a true peer among peers.

Member Responsibilities: Each Forum Member is expected to contribute to their Forum in the following ways:

• Participate in each session fully and regularly, missing no more than 1 session per year;
• Recommend speakers and session content;
• Assist in growing the group to its optimum level; and,
• Sign and uphold the Forum’s Code of Ethics.

Executive Forum

This is a peer to peer forum for upper level executives of larger mortgage lending entities. Members hold the title of Chairman, CEO, President or Executive Vice President with global responsibility for multiple facets of their entity. One four hour session is held each month (except for the months of July and December). The standard format typically involves a presentation by a speaker on an executive level topic, followed by open discussion about issues confronting the Members and the industry in general. All topics are driven by the Forum Members. (Please see the Lender Forum Membership Requirements below.)

Operational and Compliance Forum

This Forum is designed for operational and compliance focused lending executives. Members must hold a high level operational, compliance, quality assurance or quality control management position with responsibility for multiple facets of operations or compliance within their entity. One two hour session is held each month (except for the months of July and December). The standard format typically involves a presentation by a speaker or a round table discussion on an operational or compliance related topic. All topics are driven by the Forum Members. (Please see the Lender Forum Membership Requirements below.)

Sales Mastermind Forum

This Forum focuses on sales management topics. Members must hold upper level sales executive positions with responsibility for multiple mortgage lending branches, areas or regions. One two hour session is held each month (except for the months of July and December). The standard format typically involves a presentation by a speaker or a round table discussion on a sales topic. All topics are driven by the Forum Members. (Please see the Lender Forum Membership Requirements below.)

Forum Requirements

Lender Forum Membership Requirements for the Executive Forum, the Operational and Compliance Forum and the Sales Mastermind Forum.

Applicants must meet both the company and individual requirements to be considered for membership in these Forums.

Membership Fees: Assessed annually and paid on a quarterly basis.

Member Company Requirements:

• Must be a CMLA member firm (or the individual must hold an individual membership);
• Be a mortgage banker, bank or credit union funding its own loans;
• Be a lender, not a vendor, investor (soliciting wholesale or correspondent business) or housing authority; and,
• Be a Colorado based lender or have significant business within the state.

Individual Requirements:

• Must meet the specific membership requirements of the individual Forum; and,
• Must be a true peer among peers.

Member Responsibilities: Each Forum Member is expected to contribute to their Forum in the following ways:

• Participate in each session fully and regularly, missing no more than 2 sessions per year;
• Recommend speakers and session content;
• Assist in growing the group to its optimum level;
• Host at least one meeting per year at the member’s company location, or at an alternative location selected by the member; and,
• Sign and uphold the Forum’s Code of Ethics.