PRICING
Cost for members: $25.00 per person per meeting
Cost for non-members: $55.00 per person per meeting
Registration is required for all attendees.
September 18, 2025
MSO Happy Hour
3:00pm – 5:00 pm
Sponsored by McSteen Land Surveyors
Tinkers Creek Road Tavern
14000 Tinkers Creek Road, Walton Hills OH 44146
Let’s raise a glass to a brand-new season – on us!!
Join us for a free MSO Happy Hour at the charming and cozy Tinkers Creek Road Tavern in Walton Hills. This is your chance to reconnect, recharge, and celebrate the start of what’s sure to be an incredible year.
Expect great drinks, hearty bites, and even better conversations. Whether you’re a returning face or new to the MSO community, this is the perfect way to kick off the season in style. Let’s make it a happy hour to remember!
October 16, 2025
Navigating the Future: Key Issues Facing the Building Industry
Randy Strauss – NAHB State Representative, Strauss Builders
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
Join Randy Strauss, State Representative for the National Association of Home Builders (NAHB) and principal at Strauss Builders, for an insightful discussion on the most pressing challenges and opportunities shaping today’s building industry. Drawing on his extensive experience and leadership within NAHB, Randy will explore critical topics such as regulatory pressures, labor shortages, supply chain disruptions, housing affordability, and sustainability trends. This session will provide valuable perspectives for builders, developers, and industry stakeholders looking to stay ahead in a rapidly evolving market.
November 20, 2025
Housing Market at a Crossroads: Insights from the National Association of Realtors
Seth Task – Berkshire Hathaway Realty, NAR Liaison
Sponsored by Dollar Bank
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
Seth Task, Liaison for the National Association of Realtors (NAR) and a seasoned professional with Berkshire Hathaway Realty, offers a timely and informative overview of the current housing market landscape. In this session, Seth will address the latest challenges and trends impacting buyers, sellers, and real estate professionals—from interest rate fluctuations and inventory shortages to evolving consumer behavior and policy changes. Attendees will gain valuable insights into how these dynamics are shaping the future of housing and what it means for industry stakeholders moving forward.
January 8, 2026
Economic Outlook 2026: Insights from the Federal Reserve Bank of Cleveland
Brian Anderson, Regional Executive from the Federal Reserve Bank of Cleveland
Sponsored by Andover Bank
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
Gain a deeper understanding of the current economic landscape with an expert-led update from the Federal Reserve Bank of Cleveland. This session will provide a comprehensive overview of key economic indicators, including inflation trends, interest rates, employment data, and regional economic performance. Attendees will hear analysis on national and local economic conditions, as well as projections that could impact business planning, and policy decisions. Don’t miss this opportunity to hear directly from one of the nation’s key economic institutions.
February 19, 2026
FINCEN & the New Residential Real Estate Rule: What You Need to Know
Andrew Tomko, Esq.
Business Development Counsel, Infinity Title Solutions
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
As federal oversight continues to expand within residential real estate, professionals involved in closings, lending, and settlement services must understand how new FINCEN requirements impact transactions.
This session delivers a clear, practical overview of FINCEN and the new Residential Real Estate Rule—what is required, when reporting is triggered, and how these changes may affect transaction flow, documentation, and client communication.
March 18, 2026
Guided Tour: Behind the Scenes at the Federal Reserve Bank of Cleveland
Representative from the Federal Reserve Bank of Cleveland
Federal Reserve Bank of Cleveland
1455 E 6th St, Cleveland, OH 44114
Arrive by 8:45 for a 9:00 AM Tour
Join us for an exclusive, behind-the-scenes tour of the Federal Reserve Bank of Cleveland. This unique opportunity offers a firsthand look at one of the nation’s key financial institutions. Attendees will explore the historic building and learn about the Federal Reserve’s role in the U.S. economy.
Whether you’re a financial professional, or simply curious about how the Fed works, this experience promises to be both educational and engaging.
Space is limited—save the date and stay tuned for registration details!
Here is more information that will help you prepare to visit the Bank:
- Please plan to arrive no more than 15 minutes prior to your scheduled tour time for security screening.
- There is no on-site parking.
- Public parking lots and garages are available around East 9th Street.
- The Bank cannot validate parking passes.
- Please enter via our Superior Avenue entrance.
- The group leader should go directly into the building as directed by the Bank’s law enforcement staff for check-in. The leader must have an accurate count of guests.
- All visitors aged 18 and over must present a valid driver’s license, school ID, or similar authorized photo identification.
- All Bank visitors are required to pass through a metal detector before entering the Bank. We strongly recommend that your group members refrain from bringing into the Bank personal property such as bags, backpacks, purses, and similar items. All such items that are brought into the Bank will be subject to X-ray scanning. No weapons of any kind or video equipment are allowed on the premises. Individuals carrying these or other prohibited items will be denied access to the building.
April 16, 2026
The Real Estate Appraisal Industry & Its Relationship to Mortgage Banking
Tim Weber
Tim Weber & Associates, Real Estate Appraisers
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
As regulatory requirements and market pressures continue to shape residential lending, mortgage professionals must maintain a clear understanding of the real estate appraisal industry and its role within the mortgage banking process.
This session provides a practical overview of the appraisal profession and its relationship to mortgage banking, including eligibility requirements to enter the appraisal industry, the historical evolution of appraisers and lenders, and today’s appraiser, AMC, and mortgage banking landscape. Attendees will also review current guidelines governing lender–appraiser interaction, gain insight into the appraisal process from start to finish, and participate in an open discussion on industry challenges, compliance considerations, and best practices.
May 21, 2026
The Playbook for Growth
LinkedIn, AI & Modern Business Development in 2026
Sponsored by MGIC
Infinity Title Solutions, Education Center
4511 Rockside Rd, Independence, OH 44131
8:00 AM Registration
Join Rich Swerbinsky, Executive Director of the Ohio Mortgage Bankers Association, for a practical and forward‑looking discussion on how mortgage and sales professionals are driving growth in 2026 through digital visibility, LinkedIn strategy, and AI‑enabled business development.
With more than two decades of leadership experience in the mortgage industry, Rich brings a uniquely informed perspective shaped by his time as President and Chief Operating Officer of The Mortgage Collaborative, his service on the Ohio MBA Board of Directors, and advising lenders, fintechs, and professionals through Onward & Upward Consulting. His insights reflect both strategic leadership and real‑world execution across the industry.
In this session, Rich explores the shift from traditional, relationship‑only business development to a modern, scalable, digital‑first approach. Attendees will receive a practical execution plan and actionable guidance on optimizing LinkedIn presence, building an effective content strategy, and leveraging AI tools to enhance efficiency, consistency, and reach—without sacrificing authenticity—designed specifically for loan officers, sales leaders, recruiters, and branch managers navigating an increasingly digital‑first environment.