California Mortgage Bankers Association 2015 Future Leaders Program Providing a structure for the California MBA to help identify and develop the next generation of qualified, responsible, and capable market leaders. I. Program Description California MBA s Future Leaders Program is an executive leadership development program that delivers a comprehensive curriculum for selected managers who have demonstrated leadership interest and abilities. Participants enhance their skills through two hands-on sessions geared towards the behavioral elements of effective leadership. The approach will establish a learning-team class culture that will support and enhance transfer of learning within all sessions. The program uses cutting-edge tools to enhance your leadership development, including the acclaimed Hogan Challenges assessment which pinpoints specific attitudes, mind-sets, or behaviors which could delay or derail career advancement. This will provide a comprehensive look at your performance that will form the basis of your personal leadership development plan. California MBA member companies may nominate one employee to participate in the annual program, which includes complimentary registration for all California MBA events for that year, invitations to exclusive functions, participation in the Pepperdine University Executive Education Program and recognition upon the completion of the program. Designed to incorporate all sectors of the real estate finance industry, California MBA will encourage participation from commercial, residential, and associate members to ensure a beneficial cross-section of industry is represented in the program. Candidates will select a track to participate in, either Residential or Commercial. Between the valuable in-person events, California MBA supports participants throughout the year via mentoring and networking, making this a truly comprehensive leadership development experience. How candidates are selected: A representative of a California MBA member company in good standing shall submit an application which will include professional recommendations and general applicant information. The California MBA Future Leaders Committee shall select up to 15 applicants to be invited to participate in the program. All applications must be submitted by February 28, 2015. Tuition: Program tuition is $1,800 and is due by March 15, 2015. The tuition covers all conference registrations, the Pepperdine University Executive Education Program and participation in all California MBA events. The combined cost of these components well exceeds the program tuition, and the rich content and unique networking experience make the Future Leaders Program a truly remarkable value. Participating companies are responsible for the travel/lodging expenses of their employees.
II. Program Content Events: Program members are expected to attend several of the California MBA s events during the year and are invited to attend all California MBA events, on a complementary basis, for the year in which they participate. Included at each of the events are opportunities to attend business sessions and networking functions. Additionally, the California MBA will host an exclusive event for the program members at several of the events listed below: Residential Track-Mandatory: - California MBA Annual Legislative Day (March 16, 2015 Sacramento, CA) - Pepperdine University Executive Education Program (June 18-19, 2015 Marina Del Rey, CA) - 43 rd Annual Western Secondary Market Conference (July 8-10, 2015 San Francisco, CA) - Pepperdine University Executive Education Program Follow up (October 23, 2015 Marina del Rey, CA) -Annual Board of Directors Retreat (November 16-18, 2015 Half Moon Bay, CA ) Residential Track Optional - 20 th Annual Western States Loan Servicing Conference (August 2-4, 2015 San Diego, CA) - 18 th Annual Western States Commercial Real Estate Finance Conf. (September 16-18, 2015 Las Vegas, NV) - Western States Legal Issues Conference (December 7, 2015 Costa Mesa, CA) Commercial Track-Mandatory: - California MBA Annual Legislative Day (March 16, 2015 Sacramento, CA) - Pepperdine University Executive Education Program (June 18-19, 2015 Marina Del Rey, CA) - 18 th Annual Western States Commercial Real Estate Finance Conf. (September 16-18, 2015 Las Vegas, NV) - Pepperdine University Executive Education Program Follow up (October 23, 2015 Marina del Rey, CA) -Annual Board of Directors Retreat (November 16-18, 2015 Half Moon Bay, CA ) Commercial Track Optional - 20 th Annual Western States Loan Servicing Conference (August 2-4, 2015 San Diego, CA) - 43 rd Annual Western Secondary Market Conference (July 8-10, 2015 San Francisco, CA) - Western States Legal Issues Conference (December 7, 2015 Costa Mesa, CA) Pepperdine University Executive Education Program: Pepperdine University Executive Education Program: Partnering with Pepperdine University s George L. Graziadio School of Business and Management, the California MBA is providing to candidates a newly redesigned leadership program. The program includes a 1 ½ day intensive Leadership Workshops with a ½ day Academic Workshop with a follow-up ½ day Leadership Workshop and another ½ day Academic Workshop. Outcomes from the workshops will include: an assessment of each participant s opportunities for performance improvement and
leadership development utilizing the Hogan Challenges Assessment tool, practical sessions establishing new habits and patterns or thinking and behavior, psycho-physiologically based tools for self-monitoring and selfassessment, case study led by Professors Wayne Strom and Abraham Park (and presented to the California MBA Leadership) and personal and career life planning. Conference Committees: Program members will also be required to serve on at least one (1) California MBA conference committee during the year in which they participate in the program. Available committees consist of the following: - Secondary Market (helps plan the annual Western Secondary Market Conference) - Loan Servicing (helps plan the annual Western States Loan Servicing Conference) - Commercial (helps plan the annual Western States CREF Conference) III. Program Benefits The Future Leaders Program provides networking and development opportunities that are priceless but it also makes available a number of valuable events and tools for one remarkable price. The Future Leaders Program is designed to benefit the participating individuals, companies, as well as California MBA in the following ways: Participating Members: The Future Leaders Program has evolved as a highly recognized program that enhances executive skills and provides an opportunity for participants to develop relationships that last an entire career. Members will have an exclusive opportunity to experience first-hand the educational and networking opportunities at California MBA conferences/events that would not normally be available to them. Because all California MBA events will be accessible, the program participants will have the unique chance to learn about different sectors of the real estate finance industry. Participating Companies: Companies can expect to have their employee ready to take-on immense responsibility with higher levels of accountability. At the completion of the program, participating companies should find a much more well-rounded employee that is ready, willing and able to take a leadership role in the company. California MBA: The Association will benefit by grooming future industry leaders that will not only reflect well on the industry at large, but will have a built-in connection with California MBA, thus helping to insure the continuation of Association leadership. IV. Testimonials Being a part of the CMBA Future Leaders Program is an incredible experience from which participants benefit in numerous ways. Future Leaders witness firsthand the important role played by the CMBA in advocating for and educating its members. Participating in the program provided me with the honor of meeting and developing relationships with many dynamic individuals who are and will become leaders of the industry. Anybody that is interested in enjoying a year of professional enrichment should seize the opportunity provided by the Future Leaders Program. Dennis R. Baranowski, Geraci Law Firm California MBA Future Leaders Class of 2014 It really is a great opportunity to gain exposure to parts of the industry that many would not normally get involved in, not to mention the incredible opportunity to expand networks and get involved in our industry at a higher level. All involved definitely come away with a more holistic view of the industry, the many issues we face, and are better prepared to advocate in our favor and continue to move us in the right direction. Robert P. Loesch, Effent Guaranty California MBA Future Leaders Class of 2012
"CMBA Future Leaders program provided me a much more comprehensive insight into the work our trade organization performs on our behalf. I was given an opportunity to interact with legislators and to have a direct voice. The other members of the group display a quality of expertise and professionalism that certainly offers a bright future for our industry. I will strongly recommend that others get involved in our industry at a leadership level and the CMBA Future Leaders program is a terrific place to begin that journey." Kirk Jaffe, Peak Corporate Network California MBA Future Leaders Class of 2012 The CMBA Future Leaders Program provided me with access to some of today s top decision makers and tomorrow s leaders across a variety of aspects of the real estate industry. I gained additional knowledge of the residential, commercial, and secondary markets as well as expanded my network in an industry in which there are many new faces and companies. Through its legislative efforts and annual programs, the CMBA provides an invaluable service to its member companies. In my mind, there is no better time than now to further your industry involvement by participating in the Future Leaders Program. Ryan Chapman, Walker & Dunlop, California MBA Board of Directors - California MBA Future Leaders Class of 2009 It was an honor to be selected to the CMBA s Future Leaders program. My experiences on the 2008 program were truly enlightening. I have utilized the contacts I made as a member of this panel and have formed relationships that will grow throughout my future in this industry. The CMBA is a lifeline for professionals in this industry. The formation of leaders in this association is critical to the success of the industry as a whole. Andrew Mekjavich, Barry Slatt Mortgage - California MBA Future Leaders Class of 2008 I cannot praise the Future Leaders program enough. This program offers younger professional the unique opportunity to observe regulatory developments first-hand, meet with legislators on key legislation affecting the mortgage industry, and network with other industry professionals. This program is an investment in the future of the CMBA and the mortgage industry in California. Kalley Aman, Buchalter Nemer - California MBA Future Leaders Class of 2008 The CMBA Future Leaders program provided me the opportunity to network with leaders in all aspects of the real estate mortgage industry. I greatly enjoyed the experience of meeting not only the heads of finance companies, state senators, and companies that service our industry but the experiences I shared with my fellow Future Leaders and the chance to learn the details of their individual businesses. The program proved to be a great jumping off point for my involvement not only in CMBA, but other organizations as well. Jordan Angel, HFF LP - California MBA Future Leaders Class of 2007
California MBA Future Leaders Program Application Form Part I: Recommendation (if necessary, please attach additional pages) Why would this individual be a suitable candidate for the California MBA Future Leaders Program? Recommending Individual Name Title Company Phone/Email Signature Part II: Candidate Information Mr. /Mrs. First Name MI Last Name Company Name Title Company Address City State Zip Company Phone Fax E-mail Work Experience (please attach current resume) Years in the real estate finance industry Years with current employer
Please briefly describe your current job duties *Please use additional pages if necessary* Please return via fax or email: Fax (916) 446-7105 California Mortgage Bankers Association 555 Capitol Mall, Suite 440 Sacramento, CA 95814 dustin@cmba.com For Questions call or email Laura Pephens, Program Director at 949.248.4596 or Laura@PephensCo.com