MBA's State & Local Workshop 2027
Organized by Mortgage Bankers Association
April 5, 2027–April 7, 2027 — MBA’s State and Local Workshop brings together leaders from the nation’s strong and vibrant state and local mortgage banking associations to
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Washington, DC
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Official websiteAgenda
Agenda last updated
- – Registration registration
- – Continental Breakfast meal
- – Opening General Session: Remarks from MBA Leadership general
Hear from MBA's leadership on the state of play of the industry and highlights of key MBA initiatives. Bring your questions for an opportunity you don't want to miss!
- – General Session: Introductions and Key Workshop Takeaways general
Get to know your fellow attendees from across the country as the MBA's State and Local Association team outlines the Workshop objectives and invites everyone to introduce themselves.
- – Refreshment Break meal
- – General Session: Tomorrow is Here – How State and Local Associations Can Rise to the Moment general
Join us for an energizing conversation on navigating change and shaping the future of the industry, grounded in insights from work with real estate finance associations nationwide. Reflect on your association's vital role in meeting evolving industry needs, explore practical ways to rise to the challenge, and leave motivated to put the "Change Equation" into action.
- – General Session: AI Tools for Association Excellence general
Explore how practical, accessible AI tools can help state and local association leaders dramatically reduce time spent on routine tasks while expanding the volume and quality of member-facing content. Attendees will see real-world examples and a live demo with an AI expert on how AI can streamline communications, support advocacy and education efforts, and help associations do more with limited staff and volunteer resources.
- – Networking Lunch and Program: Leveraging MBA Programs to Expand Revenue Opportunities meal
Hear from MBA Education, mPact, mPower, and other staff on how to unlock new revenue opportunities to expand your association's member offerings and value proposition. Explore partnership ideas through a series of fast-paced, dynamic presentations that highlight existing efforts with states, their successes, and new ideas to improve your bottom line.
- – General Session: Beyond Borders – Successful Case Studies in Association Collaboration general
Hear from state association leaders as they share their successes in partnering with other state and local associations to expand membership, replicate high-impact programs and initiatives, including those engaging young professionals, and strengthen their advocacy strategy. The discussion will showcase what can be achieved when associations collaborate across state lines to amplify their impact, even when they differ in resources, size, and structure.
- – Structured Coffee Talk: Association Management and Organization general
Explore how peer associations are tackling similar organizational challenges with solutions that are anything but one-size-fits-all. In this moderated, highly interactive session, participants will break out to discuss their approaches to board, membership, and committee structure and management, and leave with a menu of adaptable ideas to tailor to their association, rather than a single prescribed model.
- – Refreshment Break meal
- – General Session: Beyond Dues – Creative Ways to Drive Revenue and Member Value general
Discover how associations are leveraging creative programs—such as Future Leaders initiatives, compliance and education webinars, and executive forums—to generate revenue, strengthen member connections, engage young professionals, and advance the industry. This session will offer actionable ideas for engaging members, enhancing experiences, and growing non-dues income.
- – General Session: What's Fresh, What Works for Successful Conferences panel
Discover what's profitable, new, and engaging at state and local association conferences. Hear from a panel of association professionals and volunteers on effective speakers, creative sponsorship ideas, innovative programming, strategies to energize young professionals, and ways to keep events engaging and relevant for all participants.
- – General Session: Inside State Advocacy – The Mechanics of Your Association's Indispensable Role panel
This panel explores how state associations operationalize advocacy as their core value proposition. Panelists will highlight how they mobilize members, leverage legislative/regulatory committees, communicate timely policy updates, collaborate with the national MBA at the state-level, and host events that directly advance industry advocacy priorities.
- – Networking Reception reception
- – Registration registration
- – Continental Breakfast meal
- – Coffee Talk Super Session general
What did we miss yesterday? Always a workshop favorite, this facilitated discussion is your time to explore unique challenges, exchange ideas, and share best practices with your peers.
- – Session: MBA Opens Doors Partnership Opportunities with Your Association session
In this brief session, learn how your association can engage with MBA Opens Doors, the foundation providing housing stability for families caring for critically ill children. Hear practical examples of how associations have partnered with Opens Doors to advance its important mission, while strengthening their association's commitment to social impact and reputation as a trusted community partner.
- – General Session: Trends and Hot Topics in the State Legislative and Regulatory Landscape general
Join state policy experts for an in-depth session analyzing the most recent legislative developments and regulatory changes in state capitals, including artificial intelligence, the Community Reinvestment Act, dormant mortgages, commercial/multifamily issues, and more. Discover how these trends are shaping the real estate finance industry and stay informed about the challenges and opportunities that lie ahead.