CoMFE 2015


A New Program Developed Just for Financial Professionals

October 5 – 6

Kansas City Marriott Downtown

Introducing the only event in the country designed specifically for MLS financial executives. CoMFE2015 is a new opportunity from the Conference of MLS Financial Executives to learn from economic, financial and tech leaders — and your MLS peers.

CoMFE is the only event in the country dedicated to this crucial part of the MLS industry. Only 50 seats are available — and attendance entitles you to take part in a quarterly discussion group after the conference is over.

Take a deep dive into the art and science of membership forecasting with Elliot Eisenberg, Ph.D.

Hear cloud computing explained and pick up time-saving tips and tricks for Microsoft Excel — you’ll also earn 4 CPE hours — from John Higgins, founder of CPA Crossings LLC.

Gain and give valuable insight with interactive, round-table discussions with your peers from around the nation.

CoMFE Conference


Only 50 seats available!


For group pricing contact:

Allison Winter
T 919.459.2167


CoMFE Agenda

Monday, October 5 (Half Day CPE Credit)

Noon – 12:30 p.m.

12:30 p.m. – 12:50 p.m.
Opening Address

CoMFE Committee

12:50 p.m. – 1:10 p.m.
What's coming down the line for CMLS

Speaker: Shelley Specchio, CMLS President, Denee Evans, CMLS CEO

1:10 p.m. – 2:00 p.m.
Cloud Computing: What you Should Know

Speaker: John Higgins, Strategic Advisor, CPA Crossings, LLC

2:00 p.m. – 2:10 p.m.

2:10 p.m. – 3:00 p.m.
Cloud Computing: What you should know (continued)

Speaker: John Higgins, Strategic Advisor, CPA Crossings, LLC

3:00 p.m. – 3:10 p.m.

3:10 p.m. – 4:00 p.m.
Microsoft Office 365: What You Should Know

Speaker: John Higgins, Strategic Advisor, CPA Crossings, LLC

4:00 p.m. – 4:10 p.m.

4:10 p.m. – 5:00 p.m. Excel Tips & Tricks

Speaker: John Higgins, Strategic Advisor, CPA Crossings, LLC

5:45 p.m. – 6:30 p.m.
Drinks and networking at TBD (on your own)

Tuesday, October 6 (Full Day)

7:30 a.m. – 8:30 a.m.
Breakfast on your own

8:30 a.m. – 10:00 a.m.Economist Elliot Eisenberg: Featured Speaker and Q&A

10:00 a.m. – 10:20 a.m.

10:20 a.m. – 11:00 a.m.
Presentation: Segregation of Duties

Speaker: Matt McNamara

11:00 a.m. – 12:00 p.m. How To Be An Effective Manager

Speaker : Jay Markell

12:00 p.m. – 1:00 p.m.
Lunch and Networking (On‐site)

1:00 p.m. – 2:00 p.m. Economic Update

Speaker: Jonathan Smoke, Chief Economist from

2:00 p.m. – 2:45 p.m.
MLS Membership Systems: How Clean Is Your Data?

Speaker: Patrick Williamson

2:45 p.m – 3:00 p.m.

3:00 p.m. – 3:25 p.m.Segregation of Duties: How To Make It Fit Within Your Organization - Small Groups

Moderator: Matt McNamara

3:25 p.m. – 3:45 p.m. Large Group Discussion

3:45 p.m. – 4:10 p.m.Membership Forecast and How It Effects Your Budget Process - Small Groups

Moderator: Brad Goodshaw

4:10 p.m. – 4:30 p.m. Large Group Discussion

4:30 p.m. – 5:00 p.m. What is a Section Council and What Will it Mean to You?