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2008 Educational Conference -- Session Details
Pre-Conference Workshops
Certified Mortgage Instructor (CMI)
Certified In Mortgage Ethics (CME)
Conference Sessions
Memory Magic
The Magic Bullet
Ethics In Mortgage Lending
Writing for Publication
You Can Be What You Want
Six Steps to a Secure Retirement
Impression Management
How to Package Yourself
Freddie Mac: Credit Empowerment for Women
Leadership Is Action, Not Position
How to Have a Robot Work Hard So You Don't Need To
Hidden Opportunity In Today's Mortgage Market
How I Made It
The State of Mortgage Regulation
The Art of Moving Forward
Pre-Conference Workshops
Certified Mortgage Instructor (CMI) Workshop
Ken Perry, CMI
Tuesday, May 20, 2008
8 a.m.-5 p.m. &Wednesday, May 21, 2008
8 a.m.-12 p.m.
Description: For all training professionals in the mortgage industry, the key to your success is staying on top of the changes that occur everyday within your market. You need to constantly update yourself on the industry’s latest trends and mortgage markets. If you are a mortgage trainer/educator, this Certified Mortgage Instructor Development Workshop will bring you together with other professional trainers and provide you with the resources needed to better serve your students, advance your training career, and help you reach a higher level of personal and professional achievement.
You will learn presentation skills, how to identify strengths and weaknesses of individuals, time management skills, secrets to becoming a good facilitator, marketing tips, and tools used to teach. To help registrants hone their presentation skills, they will deliver a brief presentation to receive constructive and supportive feedback from their peers. So if you are already an experienced presenter, this is a great opportunity to demonstrate your skill. If you are looking for extra speaking practice, this is a great time to polish and present a great presentation. Successful completion of this workshop is a requirement to earn the Certified Mortgage Instructor (CMI) designation offered through NAPMW’s Institute of Mortgage Lending. The Certified Mortgage Instructor (CMI) designation is for mortgage training professionals who value integrity and professionalism within the mortgage industry.
About your speaker: Ken Perry, Broker Knowledge Group
Ken Perry is President and CEO of Broker Knowledge Group and is truly a mortgage trainer at heart! His center of operations is based in Vancouver, Washington, though his speaking engagements take him all over the United States. After completing his Bachelor of Arts at Metropolitan State College of Denver, Ken entered the world of mortgage lending as a loan officer. His lending experience spanned retail to wholesale, which eventually lead him into the position of Regional Trainer of the western United States for a national mortgage banker.
Ken’s vast interactions training brokers and loan officers on conforming, government and non-prime products inspired him to pursue his dream of bringing positive change to the loan industry on a much larger scale. His determination to keep professionals in the business abreast of local, federal and state legislation has given his clients the power and knowledge to conduct business on a fair and compliant basis, thus strengthening their credibility in a highly competitive industry. Ken is continually expanding his own knowledge base, challenging himself to “step outside the box” and be that one dynamic speaker that his students will never forget. He believes education should be fun and has successfully taught thousands of people nationwide, speaking to all facets of the real estate industry including real estate agents, mortgage brokers, bankers, title and escrow agents, as well as lenders.
Certified in Mortgage Ethics (CME)
Designation Course
Scott Hilton
Wednesday, May 21, 2008
8 a.m.-4 p.m.
Description: This course is designed to enable the licensee to be CERTIFIED in Mortgage Ethics. Specific attention has been given to RESPA, Regulation Z, Mortgage Association Code of Ethics, and Advertising. Case studies will help the interactive learning experience from this course. Upon completion of this Certified in Mortgage Ethics course, participants will be able to:
Identify concepts of Ethics, describe the concept of general business ethics, and identify how a Code of Ethics compares and contrasts with the concept of general business ethics.
Briefly describe the professional standards enforcement process of the board or association.
This course is relevant as it deals with ethics that a working mortgage professional has in his or her day to day activity. A knowledge and understanding of Ethics is invaluable to the professional and benefits the public that the licensee serves.
About your speaker: Scott Hilton
Scott Hilton became a Texas Real estate broker in 1987 and a licensed mortgage broker in 2002. He is an accredited instructor and has founded a number of businesses supporting the real estate and mortgage communities. Scott has used his experience and expertise to author a number of books, including many Pre-Licensing real estate courses. He is a member of the Texas Real Estate Teachers Association, Woman’s Council of Realtors®, National Association of Mortgage Brokers, National Association of Mortgage Bankers, and the National Association of Professional Mortgage Women.
Conference Educational Sessions:
Memory Magic
Terry Christopherson
Thursday, May 22, 2008
10-11:30 a.m.
Description:“How am I going to remember that?” You have a great memory but possibly it is just untrained. In this action packed seminar you will learn how the memory works and learn some basic techniques for remembering. Did you know that you have a memory device that you carry with you everyplace you go? The reason we do not remember things is that we do not have a plan; in this session you will learn basic tools to remember anything – yes even names. You will never have to ask “how am I going to remember that?” You will know what tool to use and how to use it.
About your speaker: Terry Christopherson
For the last fourteen years Terry has been living his dream. He is a seminar speaker and author who has addressed audiences on 5 continents and 16 countries. Though he speaks on a range of topics including management and time his favorite topic is helping people give better presentations and become better writers.He is the author of “Let it be Hot: How to Handle Life’s Problems” and other articles and publications. His weekly newsletter/devotional encourages many each week. Terry has a background in marketing and sales which has equipped him with people and business experiences that enable him to interact well with diverse audiences. His style is one of interaction and humor. One attendee said, “He made me laugh and learn.”
The Magic Bullet
Sue Woodard
Thursday, May 22, 2008
1-2:30 p.m.
Description: How many times have you attended a seminar, got excited about the ideas and the systems but then returned to your office and went right back to the same old ways of doings things? Or, have you heard some great ideas from an industry expert but didn’t know how to make use of them in your own business? The bottom line is that you are not able to leverage and use your knowledge; it really doesn’t matter how much you know, how good you are, or how much you learn. During Sue’s keynote presentation you will be given specific tools and strategies to help you take ideas, knowledge, and information and leverage them to gain new referral partners, strengthen relationships, and earn more referrals.
About your speaker: Sue Woodard, Mortgage Market Guide
Sue Woodard is the Chief Operating Officer of the Mortgage Market Guide; the industry’s leading advisory service for loan originators. Sue has held many roles during her fifteen years in the mortgage industry, and her top producing team maintains a profitable and thriving origination practice, which has been built 100% by referral. While managing her mortgage team in Minneapolis, she is also a highly sought-after international speaker, trainer, writer and consultant for the industry. Sue had her own financial radio show, been featured on NBC and CBS Live News Radio, and has also appeared on CNBC's SquawkBox and Jim Cramer’s Mad Money. She is a member of her local Mortgage Association and Board of Realtors, the Women’s Council of Realtors, and is on the National Advisory Board for Ellie Mae.
Ethics in Mortgage Lending
Ken Perry, CMI
Thursday, May 22, 2008
2:45-4:15 p.m.
Description: We all have a mental image of those professionals around us - good, bad, or different. Have you ever stopped to evaluate the image you are projecting to those around you? In this session attendees will be asked to evaluate their own code of ethics as is pertains to their business. Maintaining the ethics of your profession will undoubtedly involve some immediate sacrifices along the way. But, in years to come, you will truly be a credible professional, reliable in your actions, predictable in your behavior, and your reputation will precede you.
About your speaker: Ken Perry, Broker Knowledge Group
Ken Perry is President and CEO of Broker Knowledge Group and is truly a mortgage trainer at heart! His center of operations is based in Vancouver, Washington, though his speaking engagements take him all over the United States.After completing his Bachelor of Arts at Metropolitan State College of Denver, Ken entered the world of mortgage lending as a loan officer. His lending experience spanned retail to wholesale, which eventually lead him into the position of Regional Trainer of the western United States for a national mortgage banker.
Ken’s vast interactions training brokers and loan officers on conforming, government and non-prime products inspired him to pursue his dream of bringing positive change to the loan industry on a much larger scale. His determination to keep professionals in the business abreast of local, federal and state legislation has given his clients the power and knowledge to conduct business on a fair and compliant basis, thus strengthening their credibility in a highly competitive industry. Ken is continually expanding his own knowledge base, challenging himself to “step outside the box” and be that one dynamic speaker that his students will never forget. He believes education should be fun and has successfully taught thousands of people nationwide, speaking to all facets of the real estate industry including real estate agents, mortgage brokers, bankers, title and escrow agents, as well as lenders.
Writing for Publication
Terry Christopherson
Thursday, May 22, 2008
2:45-4:15 p.m.
Description: Getting published is an important way to promote your career and yourself. In this hands-on workshop we will discuss the benefits of getting published and how to go about making it happen. We will learn how to write an article that people will read, and how to write so editors will want to print what you wrote. We will discuss finding a market and explore different types of articles for the market and publication you choose. Come ready to do some hands on exercises to get the process started. You will leave with a plan to move on to better writing and the satisfaction of getting published. And of course we will have a little fun along the way.
About your speaker: Terry Christopherson
For the last fourteen years Terry has been living his dream. He is a seminar speaker and author who has addressed audiences on 5 continents and 16 countries. Though he speaks on a range of topics including management and time his favorite topic is helping people give better presentations and become better writers. He is the author of “Let it be Hot: How to Handle Life’s Problems” and other articles and publications. His weekly newsletter/devotional encourages many each week.Terry has a background in marketing and sales which has equipped him with people and business experiences that enable him to interact well with diverse audiences. His style is one of interaction and humor. One attendee said, “He made me laugh and learn.”
You Can Be What You Want
Rudy Licona
Thursday, May 22, 2008
2:45-4:15 p.m.
Description: We live in a very challenging time where negativity is destroying offices, companies, and even families. Reading the newspaper, watching television, listening to the radio one can’t help but be affected by it in some form or another. Yet, why do some do better than others despite everything that seems to go on around them? Why is it that it only is a small percentage of people that seem to always be more successful than others despite market conditions, the economy, interest rates, and personal challenges? We will addressing many of those reasons of what separates the Winners from the Losers, those that achieve their dreams from those that don’t. What are the common things that all successful people do that others are not willing to do? Why do even successful people get stuck in life sometimes and how can we break out of our box and experience our greatest success both personally and financially. I promise to not only inspire and motivate you, but most importantly share with some very simple and effective tools to help you change your life forever as it has mine. Bring your tissue, we are going to talk about life, death, marriage, kids, money, forgiveness, success, and failure, we are going to get down to the heart of the matter. We are going to get JAZZED, COME TOGETHER, and discuss how to “GO FURTHER” in 2008 than you ever dreamed possible. I promise you one thing, I’m not traveling from California to a city that has experienced so much devastation and hardship and not “BRING IT”.
About your speaker: Rudy Licona, LandAmercica/Southland Title
Rudy Licona started his career with Crocker Bank in 1978 later acquired by Wells Fargo eventually getting his start in sales a job he was born for. His last few years with CTC (subsidiary of Wells Fargo) was as Regional Sales Manager servicing the Title and Escrow industry as well as any Broker owned Escrow divisions In both Northern and Southern California.
Rudy later worked for a couple of other banks soliciting Escrow and Title companies’ depository relationship and offering our banking services in exchange. He has sold payroll, escrow trust accounting, 1099, documentation hardware and software, Title Insurance, Escrow Services for the past 30 years. His last 13 years have been enjoyed working in the Title Insurance Industry eventually finding a home with LandAmerica/Southland Title for the last 5 years serving as Vice President/Branch Manager managing an escrow division and doing sales in the High Desert Inland Empire area of Southern California.
Rudy’s dream is to be able to speak to cancer patients, burn victims, our young athletes, families and business associates about how to be successful not only in business but, also in your personal life finding true contentment and happiness.
Six Steps to a Secure Retirement
Shebna Olsen
Thursday, May 22, 2008
2:45-4:15 p.m.
Description: We all have goals in life-providing for our families, educating our children or grandchildren, retiring comfortably or leaving a legacy for future generations… But there are always nagging questions:
Will I have enough money to do the things I want?
How can I tell whether I’m making a progress toward my goals? And if I’m not, what can I do?
Am I compromising my current lifestyle?
Am I taking on too much risk?
About your speaker: Shebna Olsen, Wachovia Securities
Shebna Olsen is a financial advisor, Vice President-Investments with Wachovia Securities and has been advising clients on their financial decisions for over 12 years. She has her Bachelor of Arts degree in Economics from Columbia University and will be attaining her Master degree concentrating on International Finance and Management in May of 2008 from Columbia University. She helps her clients achieve their financial goals by advocating a disciplined, long-term investment outlook. She enjoys speaking on setting and working towards goals such as sending children to college, saving on taxes, retiring in comfort and providing for long term care.
Impression Management: What Message
Are You Sending?
Sarah Zink
Friday, May 23, 2008
8-9:30 a.m.
Description: It’s easy to think that we are dressed for business; however, are you including your internal image when you are dressing? Sarah Zink will cover not only the message you are sending with your clothes, but also what you are telling people with your posture, speech, body language, eye contact, and more. You’ll learn powerful valuable lessons that you can implement the minute you walk out the door!
Clothes – beyond wondering what colors you look good in, what do the colors you’re wearing tell others about you. Did you know your shoes are “talking”?
Body Language – we all know that crossing your arms is a defensive stance, but what do hands tell others about the validity of our words?
Speech – learn 10 power communication tips that will send out a powerful impression of you as a business person.
Attitude – learn how to put on your “game face” for work, no matter what is going on elsewhere.
About your speaker: Sarah Zink
Sarah is an entrepreneur with over 25 years of business experience in the Dallas/Fort Worth area. She is a successful marketer, fundraiser, educator and an accomplished trainer. During her career, she has held leadership positions in the traditional business arena as well as the not-for-profit sector. Her successful networking skills have helped her procure millions of dollars in funding for the charities she has worked for, and her tactical thinking has helped to develop strategic alliances in the communities she has served in.
Sarah is a well-known speaker, whose passionate and entertaining topics remind us that success comes from 'Doing the Right Thing Right.' Sarah is an instructor at the University of Texas at Arlington through the Division of Continuing Education, and is an active member in the Northeast Tarrant County, Arlington and MansfieldChambers of Commerce, E-Women Network, the Fort Worth Business Assistance Center Advisory Board and other local civic and philanthropic groups.
How to Package Yourself to Make More
Money
Mike Ratchford
Friday, May 23, 2008
8-9:30 a.m.
Description: Packaging is not just your physical appearance. While this is one component there are many other factors in making money. This seminar will show you how to highlight the best you can do to increase your income.
About your speaker:
Presenter: Mike Ratchford, Right Path Marketing
Mike is the founding principal of Right Path Marketing, LLC. He has been in the printing and promotional products business for over 30 years. His expertise and creative skills are well known throughout the Houston marketplace.Prior to starting the company Mike had worked as a marketing manager, business development manager and sales manager for both Fortune 500 Companies and small regional firms. He has used his vast experience to cast an exciting vision for the company in meeting clients needs. This vision has lead to a patent application and several trademarks for the company. Mike is a national speaker and has written many articles on marketing and branding. Mike truly helps clients reach their sales and marketing goals.
Freddie Mac: Credit Empowerment for
Women
Maheen Qureshi
Friday, May 23, 2008
8-9:30 a.m.
Description: Today, women are more likely than their male counterparts to become homeowners. Women also play a major role in making household financial decisions during various life stages. The key to making these decisions is access to information about credit. Freddie Mac is working with national organizations to make credit information available to women to empower them to make sound financial decisions for themselves and their families.
About your speaker:
Presenter: Maheen Qureshi, Freddie Mac
Maheen Qureshi currently serves as Specialist, Corporate Relations and Housing Outreach at Freddie Mac. She is responsible for managing relationships with women’s and other demographic groups on CreditSmart®/ financial education initiatives. She has also worked closely with Latino organizations on CreditSmart Español initiatives. In May 2004, Maheen joined Freddie Mac as a Business Analyst in the Mission Oversight and Development Division. Prior to joining Freddie Mac, Maheen was Program Coordinator for the Center for Innovative Conservation Finance at The Nature Conservancy, an international non-profit organization headquartered in Arlington, VA.
Maheen holds a Masters in Business Administration from American University and a Bachelor of Science degree in Finance and International Studies from Indiana University. Prior to moving to the United States, Maheen lived in Indonesia, the Philippines, Burma and Pakistan. Maheen is an officer of the Business Leadership Council of the South Asian Alliance for Leaders of Tomorrow (SAALT), a national advocacy organization. She also serves on the Steering Committee of Asians Supporting Inclusion & Awareness Network (ASIAN), an employee network group at Freddie Mac. Maheen participates in a variety of community service activities, including conducting financial education workshops.
Leadership is Action, Not Position!
Sarah Zink
Friday, May 23, 2008
9:45-11:15 a.m.
Description: Management relies more on planning, organizational and communications skills. Although leadership relies on management skills too, the foundation of leadership is based on intangible qualities. When choosing a leader to follow, people can’t see your skills, but they can see your behavior. This seminar will help you learn not only what it takes to be a good leader, but how to get others to follow your lead.
About your speaker: Sarah Zink
Sarah is an entrepreneur with over 25 years of business experience in the Dallas/Fort Worth area. She is a successful marketer, fundraiser, educator and an accomplished trainer. During her career, she has held leadership positions in the traditional business arena as well as the not-for-profit sector. Her successful networking skills have helped her procure millions of dollars in funding for the charities she has worked for, and her tactical thinking has helped to develop strategic alliances in the communities she has served in.
Sarah is a well-known speaker, whose passionate and entertaining topics remind us that success comes from 'Doing the Right Thing Right.' Sarah is an instructor at the University of Texas at Arlington through the Division of Continuing Education, and is an active member in the Northeast Tarrant County, Arlington and MansfieldChambers of Commerce, E-Women Network, the Fort Worth Business Assistance Center Advisory Board and other local civic and philanthropic groups.
How to Have a Robot Work Hard So You
Don't Need To
Mike Ratchford
Friday, May 23, 2008
9:45-11:15 a.m.
Description: How do you use automation and outsourcing to expand your production? This session will give you solid idea’s to increase productivity and revenue.
About your speaker: Mike Ratchford, Right Path Marketing
Mike is the founding principal of Right Path Marketing, LLC. He has been in the printing and promotional products business for over 30 years. His expertise and creative skills are well known throughout the Houston marketplace.Prior to starting the company Mike had worked as a marketing manager, business development manager and sales manager for both Fortune 500 Companies and small regional firms. He has used his vast experience to cast an exciting vision for the company in meeting clients needs. This vision has lead to a patent application and several trademarks for the company. Mike is a national speaker and has written many articles on marketing and branding. Mike truly helps clients reach their sales and marketing goals.
Hidden Opportunity in Today's Mortgage
Market
Ski Swiatkowski
Friday, May 23, 2008
9:45-11:15 a.m.
Description: Are you looking for a way to survive the current horrendous residential lending environment? Would you like to tap into a very profitable market segment to bolster revenue? This session will show you why commercial real estate and income property lending may be the perfect addition to your product menu. Less competition, less restrictions and larger commissions are some of the aspects that make doing commercial loans an outstanding opportunity. Join Ski Swiatkowski, VP of Business Development for InterBay Funding for an information-packed session that will show you how to get started in one of the best kept, profitable secrets in the mortgage industry.
About your speaker: Ski Swiatkowski
Art “Ski” Swiatkowski is a 25 year veteran of the real estate finance industry. Starting in the residential side of the mortgage industry, ”Ski” has forged a successful path that has led him from loan originator to senior sales management for several mortgage banking firms and eventually into the commercial lending arena.Currently, he serves as the Vice-President of Business Development for national wholesale commercial lender, InterBay Funding. As the manager of Business Development, he has delivered educational programs to thousands of mortgage brokers and originators across the country. Speaking on the subject of small commercial lending, he has addressed audiences at many state broker conferences, as well as the National Association of Mortgage Brokers annual conferences. In addition to running the InterBay Business Development team, he is a certified instructor for NAMB’s “Commercial Lending for the Residential Broker” course.
During his years in the residential mortgage business, he served on the Board of Directors of the Pennsylvania Association of Mortgage Brokers. An outspoken advocate for mortgage industry education, he is a frequent contributor to various mortgage trade publications. He is a high school lacrosse coach and contributing author for the book “Success and Happiness”, “Ski” can be reached at (215) 283-4520 or online at ski@interbay.com.
How I Made It
By Irma Thomas, Grammy Award Winner
Friday, May 23, 2008
11:30 a.m.-1:30 p.m.
Description: NAPMW’s Awards Luncheon will feature a special presentation by Grammy Award Winner Irma Thomas. A rhythm and blues singer, she is known as the “Soul Queen of New Orleans.” A contemporary of Aretha Franklin and Etta James, Irma never experienced their level of commercial success. But still, she has a large cult following among soul aficionados. In 2007, she won the Grammy for Best Contemporary Blues Album for “After The Rain”, her first Grammy in an acclaimed career spanning over 45 years.
The State of State Mortgage Regulation
Tim Doyle
Friday, May 23, 2008
2-5:30 p.m.
Description: Mortgage broker regulations vary widely from state to state. This seminar is an attempt to give you an idea of the requirements for licensing in your state of operation. This one of a kind seminar shows you:
The MINUTES Project (Mortgage Industry Nationwide Uniform Testing and Education System)
The National Licensing Database Project
Issues relating to mortgage examiners, training & compliance
Some states impose significant educational requirements. Others demand proof of sound financial footing. A few states impose no regulations at all while others conduct background checks designed to weed out applicants convicted of fraud or other crimes, as well as those who have had their licenses revoked in other states. Don’t miss your chance to keep up with these ever-changing requirements.
About your speaker: Tim Doyle, CSBS
Tim Doyle is a Vice President of Industry and Agency Relations with the Conference of State Bank Supervisors (CSBS). At CSBS, Mr. Doyle is responsible for coordinating amongst state mortgage regulators the development of a national residential mortgage licensing system. Additionally, he interfaces with the mortgage industry in providing input on system development issues and works both regulators and industry to facilitate the development of consistent and modern legislative and regulatory mortgage standards across states.
Prior to joining CSBS, Mr. Doyle was a Senior Director in the Government Affairs department of the Mortgage Bankers Association (MBA). At MBA, Mr. Doyle managed policy issues concerning residential loan production, including government lending, affordable housing, licensing, and mortgage fraud issues. Previous to working at MBA, Mr. Doyle worked for the U.S. Department of Agriculture (USDA) Rural Development, where he worked on community development issues, with responsibilities throughout New York State. Mr. Doyle has also worked at the Community Preservation Corporation, a not-for-profit, multi-family affordable housing lender, where he originated loans and consulted on HUD’s Mark-to-Market program, evaluating Section 8 subsidized properties for debt restructuring. He began his housing career working with the Federal Housing Administration (FHA) in the Single Family Housing Programs and Policies Division.
The Art of Moving Forward
Penny Powers
Saturday, May 24, 2008
9-10 a.m.
Description: When we focus on personal Goals, Passions, and on Serving others, we are motivated to move forward because we reduce stress, focus energy, simplify decisions, and give meaning to our lives:
Passion is the fuel that moves us forward,
Service to others gives purpose and a deep meaning to life, and
Goals that are based on personal passion and service give direction and ensure success
In her presentation, “The Art of Moving Forward,” Penny emphasizes that passion and service are the foundational elements of setting successful goals. Participants are encouraged to identify their passions and apply those passions to serving others. Then they participate in an interactive exercise to develop a goal that is based on their personal passions and service.
About your speaker: Penny Powers
Penny Powers brings years of varied and comprehensive experience to her work with her clients. Through her coaching, speaking, experience, intuition, and training, she helps businesses and entrepreneurs focus their goals and realize their visions. In 2008, Penny participated in Operation Restore Africa where she facilitated and coached small business owners in Joahannesburg and Durban, South Africa. From 2006 to 2007, Penny spoke as the keynote speaker at events along the Texas gulf coast, where she encouraged communities recovering from the major devastation left by hurricanes Katrina and Rita. Penny has lived in San Antonio for over 47 years. In addition to being a small business owner and coach, Penny is committed to developing the next generation of small business owners and coaches by serving as president-elect of the San Antonio Professional Coaches Association. She also contributes to spiritual and medical publications and volunteers with several hospitals and charities.
© 2008 NAPMW