Vendor Set Up Opens
|9:00am – 10:00am||
|10:00am – 10:50am|
|10:50am – 10:00am||
|11:00am – 11:50am|
|11:50am – 12:30pm||
|12:30pm – 1:15pm||
Ask The Legal Expert
|1:15pm – 2:15pm|
|2:15pm – 2:30pm||
|2:30pm – 3:15pm|
|3:15pm – 3:30pm||
|3:30pm – 4:15pm|
|4:15pm – 5:30pm||Happy Hour / Networking|
Dinner Registration Opens
Open Doors to Dinner
10:00 am – 10:50 am
What Does Marketing Success Look Like Today and in the Future? – Matt Ashworth, Noelle Larson, Kolleen Gygi
We welcome 3 top producing Realtors who have capitalized on both technology and social media to help their business explode. Learn from them what you and your Realtor partners will need to do in order to gain market share in 2019.
Breakout Session #1
11:00 am – 11:50 pm
SALES: How to Turn Social Media Into Sales – Evolve / Genworth
OPERATIONS: LO Compensation Ideas in a Declining Market – Ari Karen
Washington DC compliance expert Ari Karen is back by popular demand. He will talk about ways to tighten up your company to prepare for the changing market.
1:15 pm – 2:15 pm
The Future of the Mortgage Industry – Bob Broeksmit
We are extremely fortunate to welcome the new President of the Mortgage Bankers Association: Bob Broeksmit. Come and hear from the most influential person in our industry as to what challenges and opportunities will take shape in 2019 and beyond.
Robert D. Broeksmit, CMB
President & Chief Executive Officer of the Mortgage Bankers Association
Robert (Bob) Broeksmit is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert testifying on many large, high-profile cases. Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm’s mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry. Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years. He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.
Bob has served as the Chairman of the Mortgage Bankers Association’s Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac’s Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.
Breakout Session #2
2:30 pm – 3:15 pm
SALES: ELEVATE in 2019 – Eric Therwanger
Your business is like an aircraft – it was never designed to remain on the ground. Discover how to take off and soar to new heights through simple planning techniques and ground-breaking sales strategies.
Attendees will discover the power behind a written plan, and learn the strategies and techniques needed to elevate to new levels. They will gain a new perspective on increasing sales performance and results, developing their teams, and becoming the leaders needed for success.
– Learn how to create a powerful Flight Plan
– Understand techniques for Aircrew Development
– Learn how to Develop an Unbreakable Mindset
– Create Unstoppable Gears
Erik is the founder of Think GREAT and draws from his experiences as a U.S. Marine, executive business leader, sales professional, and entrepreneur to help organizations achieve new levels of success. He uniquely combines leadership developments, team building, sales training, and goal-setting into strategies and techniques that empower team members and leaders to exceed expectations.
Erik has inspired audiences at companies such as US Bank, Sam’s Club, Shutterfly, RE/MAX, Hubbard Broadcasting, Thomas Reuters, U/S/ Foods, armed services commands ranging from the Air National Guard to the U.S. Marine Corps, charities like The American Cancer Society, law enforcement and government agencies, and organizations in the health care and education industries.
Erik’s interactive and entertaining style engages audiences as he empowers them to open new possibilities in their personal and professional lives.
OPERATIONS: How to Improve Efficiencies and Profits Through Technology
3:45 pm – 4:30 pm
What it Takes for an Originator to Succeed with Technology – Kelly Resendez
Kelly Resendez serves as Executive Vice President of Sales and Business Development at Paramount Equity Mortgage, LLC. She oversees its retail divisions, which focuses on self-generated business. Kelly also spearhead’s the company’s efforts with Realtors, builders and corporate business development. She is a top producer, becoming one of Washington Mutual’ s top producing loan consultants in Northern California, just two years after transitioning from banking to the mortgage business. She was honored for the next ten years as a member of the prestigious President’s or Leader’s Clubs there. After joining Wells Fargo Bank, Kelly became one of the top five mortgage originators (out of approximately 10,000 nationwide) for helping families purchase homes.