Click the sessions below to reveal more details.
Agenda is subject to change.
Included in all client registrations, the breakfast buffet will be held outside each morning at the Hyatt, weather permitting. This is a great spot to grab a bite to eat, get some coffee or tea, meet up with colleagues, and plan your Forum schedule for the day. Be advised Forum Opening and Keynote Presentation start promptly at 8:00 a.m..
Pick up your name badge and download the Forum app to be able to follow the program agenda. This is the best place to get Forum questions answered.
Day two of the MeridianLink User Forum begins with MeridianLink's Chris Maloof, CPO, presenting the product roadmap vision and why it all matters. Following the presentation key Forum announcements will be made.
Economist Todd Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. The former White House senior economic advisor, Tiger hedge fund managing director and best-selling author has jousted with such personalities as James Carville and Ben Stein. His lively and informative speaking engagements have earned him a place in Successful Meetings Magazine’s “21 Top Speakers for the 21st Century, and his best-selling books on economics and financial markets have been widely translated and are taught in universities worldwide.
As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance, and business strategy. Buchholz is a frequent guest on ABC News, PBS, and CBS, and he recently hosted his own special on CNBC. Buchholz has debated such luminaries in the field as Lester Thurow and Nobel Laureate Joseph Stiglitz.
Stop by the charging station to mingle, charge your various devices, or take a quick breather from the show. We'll have various tables set up with plugs and outlets, as well as USB connectors.
Based on client feedback, MeridianLink has invited vendor partners to exhibit, sponsor various Forum functions, and participate in sessions.
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These 30-minute sessions can be scheduled with a member of the MeridianLink staff throughout the Forum. Each session is scheduled in a private room so you can freely discuss your future plans and needs. Reach out to your primary MeridianLink contact before (or during) the Forum for more details.
Included in all client registrations, these outdoor lunches give you a chance to enjoy the Southern California weather, discuss what you have learned so far with old and new acquaintances and get ready for an afternoon of more learning opportunities.
Compliance Countdown: A Top Ten List of Consumer Lending Legal and Compliance Concerns
Loretta Salzano will share insights on current legal and compliance regulations across today’s consumer lending landscape. Don’t miss her top 10 list of concerns facing financial institutions and mortgage lenders and how each of these can be addressed.
Loretta Salzano founded Franzén and Salzano in 1997 to provide practical legal solutions for mortgage companies and other consumer lenders. The firm quickly grew to serve banks, real estate brokers, title companies, law firms, technology companies and others in the real estate and lending industries – taking pride in its unique ability to navigate a complex tapestry of laws to help clients accomplish their goals. The firm’s attorneys counsel clients on how to increase their business while remaining within the confines of the laws of all 50 states plus federal law, including TILA, RESPA, ECOA, HMDA, FCRA and GLB.
Loretta spends much of her time assessing fair lending risks and risks related to compensation and marketing initiatives. She also drafts and negotiates a variety of transactional contracts, such as warehouse, loan sale and service agreements; troubleshoots to mitigate damages; and advocates with regulators before, during and in response to examinations.
Loretta was named a Top Compliance Lawyer by Mortgage Compliance Magazine, is a Fellow of the American College of Consumer Financial Services Attorneys and serves as Legal Counsel to the Mortgage Bankers Association of Georgia. She is active in many professional associations and loves talking the talk to the industry. Loretta is a double Wolverine earning her B.A. and J.D. from the University of Michigan.
We’re pleased to announce an entirely new networking event this year!
This networking opportunity filled evening will feature inspired food stations, beverages, entertainment, and prizes. All festivities will take place outdoors, weather permitting. And as the sun sets, we have a special dessert planned that no beach event should be without. You won’t want to miss it.
An event that proved to be extremely popular returns!
These optional trivia game sessions allow you to test your knowledge on a variety of subject categories against your friends, colleagues, and fellow attendees. Plus, we’re giving away some awesome prizes. All you will need to participate is your digital device with the Kahoot! application downloaded and installed.