Past Membership Meetings

Below is the detail list of our past meetings.


Past Meetings

Date: Wednesday, April 24th
Time: 8:00am
Speakers:Gregg Oberg, Esq Regulatory Compliance Consultant Spillane Consulting Associates

Date: Wednesday, January 16th
Time: 8:00am
Topic: Active Shooter Training
Speakers:Ken Thaxter, West Bridgewater Police Department

Date: Wednesday, December 19th
Time: 11:30am
Topic: Please join us for our annual holiday luncheon
Speakers:Hannah Kump, NEADS World Class Service Dogs

Date: Wednesday, November 14 , 2018
Time: 8:00 AM
Topic: Cyber Security – keeping safe in a web based world
Speakers:Matthew Putvinski, Wolfe & Company

Date: Wednesday, October 17, 2018
Time: 8:00 AM
Topic: Force-Place Insurance Discussion, coverage, requirements, Q&A
Speakers:Michelle Austin, SVP Lender Services & Rob Smith, Compliance Manager of the Miniter Group

Date: Wednesday, April 18, 2018
Time: 8:00 AM
Topic: 2018 HMDA Changes
Federal Reserve Bank of Boston Matthew Holt Supervision, Regulation & Credit
The KLR Reserve Bank of Boston Edward Hunter- President / Founder
Bill Twombly
Jerry Okona
Andi Cochrane

Date: Wednesday, Feb 14th, 2018
Time: 8:00 AM
Topic: Cyber Security
Speakers: Cyber security with a focus on the following topics. Cybersecurity Policy, Employee Involvement, Assessment Tools, Framwork, Incident Response and Education.

Date: Wednesday, January 10, 2018
Time: 8:00 AM
Topic: 2018 Economic Update
Speakers: An economical update in regards to the following ,U.S. & global GDP, Employment, Manufacturing and Service Sector growth ,Housing, Inflation ,Fixed income market – Fed Policy and Equity Valuation summary

Date: Thursday, December 7, 2017
Time: 11:30am
Topic: Holiday Luncheon and Fundraiser
Speakers: Game Show Hosts Steve Amico and Nancy Karstunen from Coastal Heritage Bank

Date: Wednesday, Nevember 8, 2017
Time: 8:00AM
Topic: Cancelling Private Mortgage Insurance
Speakers: Mary Ellen Maclnnis, Senior Account Manager at Mortgage Guaranty Insurance Corporation

Date: Wednesday, April 26,2017
Time: 8:00AM
Topic: Education Seminar
Speakers: Ben Giumarra, a specialist in lending and regulatory compliance Brian Noonan, a CFPB consultant

Date: Wednesday March 22, 2017
Time: 8:00AM
Topic: Federal Home Loan Bank – Overview of Current Products and Pricing
Speaker: William Dolan, VP, CMB, AMP, MPF Secondary Market Sales Manager for MA, RI and CT

Date: Wednesday Feb 8, 2017
Time: 8:00AM
Topic: Economy Update
Speakers: Mark Gendreau – Plimoth Investment Advisors

Date: Wednesday Jan 11, 2017
Time: 8:00AM
Topic: PMI Changes
Speakers: Lou Chinappi ARCH MI Company

Date: Wednesday December 14, 2016
Time: Noon
Topic: Holiday Luncheon
Speakers: Dave Kane, Author, 41 Signs of Hope

Date: Wednesday November 16, 2016
Time: 8:00AM
Topic: Active Shooter Training for Financial Institutions
Speakers: Ken Thaxter, West Bridgewater Police Officer
Click here for a bio

Date: Wednesday October 12, 2016
Time: 8:00AM
Topic: Mass Housing
Speakers: Goretti Joaquim Click here for bio

Date: September 21 2016
Time: 8:00AM
Topic: Military Act Lending Changes in 2016
Speakers: Bryan Noonan, Spillane Consulting - Click here for bio

Date: January 15, 2015
Time: 8:00AM
Topic: Marketing Strategies for growing New Purchase Business “Learn about Tools that can make a difference”
Speakers: Ben Derouchie, Sr. Account Executive, Avantus
Paul DeCoste, Regional Sales Director, Avantus

Date: December 11, 2014
Time: 12:00 Noon
Topic: “2014 Holiday Luncheon & Fundraiser”
Special Guest: Dennis Blanchard
Illusions Up Close

Date: Thursday, May 12, 2016
Time: 11:30-12:00 registration- 12:00pm Luncheon
Topic: "SNECG Annual Scholarships Awards & 2016 - 2017 Slate of Officers"

Date: Thursday, April 12, 2016
Time: 8:00 am till 12:00
Topic: "Educational Seminar"
Speakers: Ruth Dillingham Click here for bio
Sue Quilty Click here for bio

Date: Wednesday, March 9, 2016
Time: 8:00 AM - Registration - 8:30 AM Breakfast and Meeting
Topic: "Common Compliance findings- Flood, adverse actions , and TRID"
Speakers: ESTELLE CHAVES, CRCM Senior Compliance Consultant WILHELMINA WACHTER, CRCM Compliance Director

Date: Wednesday, February 10, 2016
Time: 8:00 AM - Registration - 8:30 AM Breakfast and Meeting
Topic: "Being Social on a new kind of Media"
Speaker:Rachel Bourne, BayCoast Bank, Marketing Research Project Manager
Click here for more info

Date: Wednesday, January 13, 2016
Time: 8:00 AM - Registration - 8:30 AM Breakfast and Meeting
Topic: "Economic Factors to watch for in 2016"
Speaker: Steve Russo, Plymouth Investment Advisors
Click here for more info

Date: Friday, December 11, 2015
Time: 12:00 Noon - Registration - 12:30 PM Holiday Luncheon
Topic: Holiday Luncheon to benefit: Blue Star Mothers of Eastern Mass
Charity: Blue Star Mothers of Eastern Mass. Blue Star Mothers are a national service organization, the Eastern Mass chapter is the local chapter that covers the eastern area of Massachusetts from north of Boston right down to Cape Cod and all in between. We are a 501c3 organization.
Click here for more info

Past Meetings

Date: Thursday, November 12, 2015
8:00 AM - Registration - 8:30 AM Meeting Begins
Topic: A Follow-up on the October TRID changes
Speaker: Benjamin Giumarra, Spillane Consulting Associates, Inc.
Click here for more info

Date: Wednesday, September 26, 2018
Time: 8:00 AM – Registration
Topic: "Credit Reporting Updates & Facts"
Speaker:Benjamin Derouchie, Avantus

Date: Thursday, October 8, 2015
Time: 8:00 AM - Registration - 8:30 AM Meeting Begins
Topic: “Solar Electric Systems need Financing” Learn more how your institution can participate in this $30 Million Green Project.
Speakers: Emma Krause, Mass Dept of Energy Resources, Rooftop Solar Challenge Coordinator
Kelsey Read, Mass Clean Energy Center, Project Manager for Commonwealth Solar Programs
Click here for more info

Date: Thursday, September 10, 2015
Time: 8:00AM
Topic: New Escrow Provisions & Notice Requirements are coming in January 2016 for Loans in Special Flood Hazard Areas
Speaker: Brian Bacci
Retail and Commercial Banking Compliance Officer, Cambridge Trust Company

Date: June 25, 2015
Time: 8:00AM
Topic: “TILA – RESPA Integrated Disclosure Rule”
Speaker: Richard A, Hogan, Esq. , CATIC

Date: May 14, 2015
Time: 11:45 AM
Presentation: Recognition of Scholarship Award Recipients and Election of the 2015-2016 Board of Directors

Date: April 16, 2015
Time: 8:00 AM
Speakers: Benjamin Giumarra, Esquire Spillane Consulting Associates, Inc.
Brian Bacci Compliance Officer Cambridge Trust Company

Date: March 12, 2015
Time: 8:00AM
Topic: "Internet Security; Who is the next to be HACKED & how much will it COST"
Learn some practical steps to minimize risk
Speaker: Michael Hammond
Director of IT Audits
O’Connor & Drew, P.C.

Date: Thursday, November 13, 2014
Time: 8:00 am (Registration & Networking)
Topic: "Housing and Economic Forecast for 2015"
Speaker: Mark J. Gendreau, CFP®
Assistant Vice President
Investment Officer & Trader
Plimoth Investment Advisors
Click here for a bio

Date: Thursday, October 9, 2014
Time: 8:00 am (Registration & Networking)
Topic: “MGIC Servicing Updates and Master Policy Changes”
Speaker: Mary Ellen MacInnis
Account Manager MGIC
Mary Ellen MacInnis is a Senior Account Manager with MGIC and manages the Eastern Massachusetts and Rhode Island territory. Mary Ellen has been in the mortgage industry for twenty nine years and held positions in sales and underwriting management. She is the Co-Chair of the MMBA Education Committee and a former member of the MMBA Board of Directors. Mary Ellen is a Boston College graduate.

Date: September 11, 2014
Time: 8:00AM
Topic: “Federal Flood Regulations Impacting New England Lenders”
Speaker: Kevin O'Connor,Consumer Compliance Specialist, Federal Reserve Bank of Boston
Click here for Bio
Click here to view Kevin O’Connor’s Presentation Slides

Date: Wednesday, June 04, 2014
Time: 8:00AM
Topic: “Annual Golf Outing ”
Speaker: Benefiting SNECG’s Scholarship Fund

Date: Thursday, April 17, 2014
Time: 8:00AM -11:30 AM
Event: “Educational Seminar”
Topic: Fair Lending & HMDA Updates “Things to watch out for”
Speaker: Sue Quilty, Proprietor, Quilty & Associates
Topic: Latest Updates on State & Federal Laws & Regulations
Speaker: Ruth Dillingham, Special Counsel, First American Title Insurance
Click here to view the presentation from April's Education Seminar

Date: Thursday, March 13, 2014
Time: 8:00AM
Topic: “Discussing the Outlook on Mortgage Banking for 2014/2015”
· Mortgage Lending, where to focus
· Qualified Mortgage & it's impact on the Market
Speaker: Gary Manfredi, Managing Director
Sterne Agee Mortgage Correspondent Lending
Click here for a bio

Date: Thursday, February 13, 2014
Time: 8:00AM
Topic: “Latest updates on Financial Crimes”
Speaker: Josh Ablett, Senior Risk Executive (Click here to learn more)
Financial Crime Partners (Click here to learn more)

Date: Thursday, January 09, 2014
Time: 8:00AM
Topic: The “small creditor” portfolio QM.
“A discussion of the boundaries of the expanded definition of
“qualified mortgage” for small creditors that originate residential
mortgages to retain in portfolio.”
Speaker: Benjamin Giumarra, Esq.
Regulatory & compliance consultant
Click here for a bio Spillane Consulting Associates, Inc.

Date: Thursday, December 10, 2013
Time: 11:45 AM
Topic: “Holiday Luncheon & Fundraiser”

  • How to manage stress while maintaining compliance in this ever changing complex regulatory climate…

Speaker: Norm Rossio
Motivational Speaker & Management Consultant
Click here for a bio
Special Note: This year’s Charity Benefit will be for Trisomy 18 (Edwards syndrome) foundation which offers financial support to new parents, families & research in dealing with Trisomy.
Click here for more information

Date: Thursday, November 14, 2013
Time: 8:00AM
Topic: “MassHousing Product & Program updates”

  • New Trends
  • A look ahead on what to expect for 2014
  • Overview on how to become a MassHousing lender
  • ( if you are not currently a MassHousing approved lender)
Speaker: Maureen Moriarty
Relationship Manager, Business Development Officer
Click here for a bio

Date: Thursday, September 12, 2013
Topic: Net Present Value Model for Foreclosure (NVP)
This model will assist community banks in complying with Massachusetts’ new foreclosure law
Speaker: Richard W. Fisher
Senior Vice President & Director of Operations
Bridgewater Savings Bank
Click here for a bio

Date: Thursday, October 10, 2013
Topic: “Time is Running out, Are you Prepared?”
“Dodd-Frank/Regulation Z update”
Speaker: Jeremy Potter
Chief Compliance Officer
Norcom Mortgage Company
Click here for a bio