The roundtable event, which came about as the result of Richey May’s desire to add value to its mortgage banking clients, is a unique forum that promotes discussion and the sharing of ideas and insight among the CEOs and presidents of independent mortgage companies.
On average, over 100 executives attend our Roundtable annually, representing more than 60 mortgage banking companies from around the country. Our selection of premiere speakers, as well as the highly regarded roundtable discussion format and vendor-free atmosphere, ensures that participants walk away from the event with information and insight that will help them in the day-to-day operations of their companies.
At Richey May, we have a long history of working with mortgage banking professionals. We understand that they face some very unique challenges and regulatory requirements. And while we’re able to help our mortgage banking clients with their tax and accounting issues, and often provide valuable consulting and advisory services, we understand that some issues are best addressed by talking with peers within the industry who are dealing with the same challenges and opportunities.
Intended specifically for presidents and CEOs of independent lenders, the curriculum of each Roundtable event is developed to address the most common challenges, best practices and current trends affecting the mortgage banking industry.
To ensure participants get the most out of the roundtable, we gather feedback from executives as they register, as well as from previous attendees, to identify the current issues affecting the industry and the topics that those in attendance want to discuss. We then invite speakers and prepare discussion topics tailored toward addressing those critical issues.
As evidence of the success of the roundtable, and as a result of the effort put in to ensuring that it is of value to the executives in attendance, the number of attendees has increased each year, as has the number of companies represented. We have a proven record of bringing together the leaders of the industry’s best independent lenders and providing a unique forum for them to collaborate and share ideas. Don’t take our word for it though; you can hear it first-hand from high-level industry executives that have attended the event in the past.