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2019 Speaker Information & Bio

Featured Speakers


Wednesday, May 15

NMLS CE Class – Presented by Ken Perry, Founder of The Knowledge Coop

For over 20 years, Ken Perry has been making the mortgage lending world a better place through his teaching and speaking. His signature move? Making mortgage learning easy and fun…really!

 

He has been a relentless innovator in mortgage training, leveraging humor and technology to share his deep industry knowledge and unique perspective on today's lending landscape with a wide audience. His company, The Knowledge Coop, was among the first to offer NMLS-approved continuing education to loan originators. They continue to provide engaging live and online learning opportunities.

 

Perry is an accomplished and entertaining speaker who has brought his fun and insightful brand of training to hundreds of thousands of mortgage professionals covering everything from compliance and ethics, to updates and forecasts, business development and strategy, and things like social media and cyber security, all with a keen eye on how it helps the industry do better business.

 

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Thursday, May 16


Opening Keynote Speaker & Conference MC

Patrick Kelly, Executive Vice President of National Sales

With over 45 years of experience in the mortgage industry, Patrick Kelly has played an important part in building Informative Research's current sales team. Having been with the company for over five years, his expertise covers all aspects of the mortgage industry and process, from appraisal and operations to loan production and support. Previously, Kelly worked as a vice president of sales for both First American and CoreLogic Credco.

 

Speech Summary:

How Using the Right Strategies, Existing Consumer data, and Technology Can Propel You Forward in 2019

2019 could find the lending community in a crowded market for consumer capture. Stiff competition and market flux will require lenders to review the success of current strategies and potentially adopt new ones to remain competitive. Join Patrick Kelly, Informative Research's EVP of National Sales, and learn about the 3 key factors you need to consider – spend, P&L strategies, Technology and proper utilization of data – that will help you hit the ground running in 2019.

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Ketrick Kelley, FBI Special Agent

2019 Security Information for the Finance Industry Securing information in any industry is of utmost importance in today's digital age! When we are speaking about the finance industry, information of both the institution and the consumer must be #1 on the list. Special Agent Kelley will be teaching the audience the things to look for regarding data breach, email phishing, and other cyber scams and how to prevent them.

 


Dorinda Smith, Retired CEO & President of SunTrust Mortgage

 

Mrs. Smith will be moderating a panel of Industry Professionals in Operations, Originations, Sales, Vendors

 

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Chris Avery - Vice President, First Tennessee Warehouse Lending

D-E-V-E-L-O-P – This Handy Mnemonic Can Change the Way You do Business

Without the concept of development, the world would be filled with wonderful ideas, but none would ever come to realization. There would be musical notes, but no songs. We'd have words, but no stories. Whether you need to develop your business, territory, team, community, family, or relationships; join Chris for an interactive discussion and learn how this mantra and its process is a way to produce results.

 

Chris Avery is responsible for the development, service, and retention of independent mortgage banking customer relationships to utilize our committed line of credit to close residential mortgage loans prior to investment purchase. He has succeeded rapidly in the industry lending more than $5.0B with 35 New Relationships in the past 30 months and is a three-time Diamond Circle Award winner. First Tennessee Warehouse Lending services 270+ customers nationwide with close to $6.0B in approved lines.

Avery, a graduate and former basketball player from Christian Brothers University in Memphis, TN, has 25 years of direct sales, marketing, leadership, and entrepreneurial experience exceeding company, team, and individual goals each year. He lives in Germantown, TN and published the lead article, D.E.V.E.L.O.P, in the August ’17 Scotsman Guide.

 

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Friday, May 17

Kelly Resendez, Executive Vice President of Paramount Partners Group

  • Jazz up your mindset and create an abundance of success!
  • Create an unstoppable mindset that can endure any market ~ Overcome limiting beliefs or self-sabotage
  • Develop your lead funnels effectively ~ Understand the power of habits and how they can propel your business forward

 

Kelly Resendez is a writer, speaker, EVP of Paramount Partners Group and founder of both Foundation to Sustainable Success and Big Voices-a women empowered network. She has published two books Foundation to Sustainable Success and the recent best seller Big Voices. Although she has now found a way to balance and prioritize what's most important in her life, it wasn't always that way. Through both her platforms she shares her journey to create an extraordinary life.

 

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Cathleen Schreiner Gates, Executive Vice President of Sales & Marketing - Ellie Mae

 

Cathleen has served as EVP of Sales and Marketing since March 2015. Ms. Schreiner Gates oversees all sales, marketing, client management, professional services and customer support and training. Ms. Schreiner Gates previously served as our senior vice president of sales and client services from February 2012 to March 2015. From January 2010 to December 2011, Ms. Schreiner Gates served as senior vice president of sales and client services for Bersin and Associates and from October 2008 to December 2010, she served as vice president of sales, business development and client success for Clickability, Inc. She has held various senior management positions with MarketTools, Inc. and Keynote Systems/Vividence, Inc. Ms. Schreiner Gates holds a master of business administration in finance from the Rutgers Graduate School of Management and a bachelor of arts in French literature from Douglass College-Rutgers University.

 

Michael Whitbeck, Managing Partner of UberWriter Solutions

 

Field Guide To Underwriting - Loan Approval Simplified

Michael is a subject matter expert on the process of mortgage underwriting. With 25 years in the mortgage business holding different positions in his career such as loan officer, underwriting manager, auditing supervisor, and chief credit officer. Through those experiences, he continually built content and systems to teach a process to improve people's underwriting skill set. Michael is the co-creator of UberWriter. UberWriter is the only online mortgage calculator that can determine any of the 30+ types of income listed in the agency guidelines. UberWriter has been a huge success in the market and half of the top 10 companies on the Scotsman Guide use UberWriter and produces thousands of income reports per month. Outside of the mortgage world Michael is a recreational pilot, loves Jeep adventures with his wife Jennifer. As a military veteran himself, he helps out with veteran's organizations.

 

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Sidebar Speakers

Kimberly Lundquist, CEO/President FIC Conferences

You Got to Know When to Hold ‘em & Know When to Fold ‘em!

 

Action Taken includes withdrawn applications, files closed for incompleteness, conditional approvals, counteroffers and denials. Are you sure when to hold ‘em and when to fold ‘em? Compliance vs Practicality -Under ECOA/Regulation B & HMDA/Regulation C sometimes the answers are clear as mud!

FIC Conferences, Inc. specializes in residential real estate compliance and it's national headquarters are located in the heart of San Antonio, Texas. Celebrating over 35 years in the industry, FIC actively serves over 11,000 lenders coast to coast with a goal to provide quick reference and easy to understand training materials. In addition, FIC offers residential real estate lending & compliance conferences and webinars on many different levels and customized in-house training sessions to fill the needs of lenders of all sizes. FIC can provide critical pieces of the puzzle to fill in the blanks for those involved in Residential Mortgage Lending and Regulatory Compliance. Whether you are brand new to Real Estate Compliance or a seasoned Mortgage Lender, valuable time can be consumed researching problems to find the best solutions. Let FIC do the research for you and provide you with the foundations & cross references to the regulations, to meet the many challenges in today's mortgage market! The products and services of FIC can be reviewed by visiting the website www.ficconferences.com

Nancy Harmon, SVP-Client Operations - SunTrust Bank, Mortgage Loan Servicing

Handling Client Feedback in the Digital Age

Interactive session digging down into the ins and outs of handling client feedback in the Digital Age of mortgage. Discussions regarding keeping as customer centric attitude while considering institution needs.

Kat Cunningham, Mortgage Business Consultant, Equifax

Mentoring & Creating Success for Each Other In A High Stress Industry


In today’s finance industry stress and balance are not always hand in hand. This open discussion platform will speak to the benefits of us holding each other up, tearing through stereotypes, and building our own success through helping colleagues attain their own goals!
Kat Cunningham brings over 30 years in the mortgage industry to Equifax Verification Services as a Mortgage Business Consultant and Sales Strategist. Kat is responsible for educating the mortgage industry in combining eVerifications and digital mortgages, sales training and driving new opportunities to Equifax. Kat has taken her experience and best practices and has trained and mentored dozens of sales professionals.

Before joining Equifax, Kat worked wholesale sales, then in correspondent and secondary markets, where she earned a reputation for building new territories from scratch along with building top-producing teams. Prior to that, she enjoyed a successful career in retail originations, including the management of US Bank’s mountain region with a team of a dozen loan officers. She also garnered recognition as a President’s Club member for three consecutive years, ranking fourth in loan production nationwide. Kat began her career in 1987 in operations processing and underwriting with DeAnza National Bank and Director’s Mortgage.

 

Armoire CEO, Ambika Singh and Stylist, Lili Morton

Personal Branding and the Role Image Plays


This session dives into personal branding—the role image & appearance plays. This is not about looks or beauty, but appearance as part of an overall executive presence. Personal brand is all about perceptions and the clothes you wear play a key role in those perceptions, both internally and externally. With only seven seconds to make a first impression, and 55 percent of that being nonverbal, how you present yourself is extremely important, especially in the professional space.

 

Ambika Singh is revolutionizing the way women dress. A graduate of Dartmouth College and the Massachusetts Institute of Technology's Sloan School, Singh makes women’s lives a bit easier with her high-tech, high-touch company, Armoire, which offers a true “wardrobe as service” experience. Busy women need no longer waste hours scrolling through endless retail webpages, or feeling their way through crammed racks of clothing; for a flat, monthly subscription fee, Armoire members gain access to an unlimited, curated virtual closet of high-end pieces from dresses, to sweaters, to jeans, and more.

Passionate, upbeat, and success-driven, with over five years of experience in Tech Marketing, Singh has worked across diverse contexts in organizations both small and large, via roles in marketing, business development, product management, SEO and social media. Singh additionally played a key role in the creation of internet startups Rover.com and TravelPost.com as well as two major Microsoft product launches: Internet Explorer 8 and Windows 7.

This year, Singh deservedly landed on the Puget Sound Business Journal’s 40 Under 40 list, was featured in The Seattle Times, and was invited to speak at Amazon, Microsoft, American Express, Harvard Business School, MIT, and the UW Foster School of Business.

 

 

 

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