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2019 Conference Agenda
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Wednesday, May 15

8:00 - 4:00 NMLS CE with Ken Perry of The Knowledge Coop

 

2:00 – 5:00 Registration & Exhibitor Set up

 

5:00 – 6:00 Opening Welcome Cocktail Reception w/ Exhibitors

 

Thursday, May 16

7:00 - 8:30 Breakfast with Exhibitors

 

8:00 – 8:30 1st Timers Meet & Greet

 

8:30 – 8:45 Presentation of Colors - Veteran Recognition

 

8:45 – 9:30 President Welcome with President Laurel Knight-Keane PNPAC – 1st Timers – Local Association Presidents

 

9:30 – 9:45 Break - Expo Preview

 

9:45 - 10:45 Keynote Speaker—Patrick Kelly, EVP National Sales—Informative Research

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.

 

10:45 —11:00 Break with Exhibitors

 

11:00 – 12:00 Ketrick Kelley - FBI Special Agent w/ guest Tobi Libbra of IL Group

 

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. FBI 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.

 

12:00- 12:30 Lunch w/ Exhibitors – Expo Open

 

12:30 - 2:00 Dorinda Smith, Retired CEO & President, SunTrust Mortgage

 

Interactive Session complete with audience Q&A to an amazing panel of Industry Professionals in Operations, Originations, Sales, and Vendors. Showing the intricacies of how each level brings it all together to make finance run smoothly!

 

2:00 - 2:15 Break—Expo Open

 

2:15 - 3:15 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 me for an interactive discussion and learn how this mantra and its process is a way to produce results.

 

4 SideBar Sessions - Thursday

3:15-4:00 pm and then again from 4:15 to 5:00 pm

 

Queen A

 

Kimberly Lundquist, 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!

 

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.

 

Queen B

 

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 al-ways 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!

 

Armoire—Personal Branding and the Role Image Plays

Style Talk w/ Armoire CEO, Ambika Singh and Stylist, Lili Morton

 

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.

 



Friday, May 17

8:00 - 8:30 Breakfast with Exhibitors

 

8:30 - 10:00 General Session FNMA, FHA, HUD, Etc. Panel Discussion


Diverse panel of Agencies will be addressing recent & upcoming changes within the Mortgage Industry in an Interactive Q&A session with attendees

 

10:00 - 10:20 Break—Expo Open

 

10:30 - 11:30 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.
 
11:45 - 12:45 Lunch & Learn with NAPMW Member Information Swap Meet


12:45 - 1:00 Break - Expo Open


1:00 - 2:00 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.

 

2:00 - 2:15 Break—Expo Open

 

2:30 - 3:30 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 and for over twenty five years he continually built content and systems to teach a process to improve people's underwriting skill set. Michael is the co-creator of UberWriter which 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.

 

3:30 - 4:30 NAPMW General Business Meeting

 

4:30 Main Ballroom Closes

 

6:00 - 6:45 Cocktail Mixer with Exhibitors

 

7:00 - 10:00 Awards Gala Dinner - With Guest MC and Speaker Patrick Kelly Installation of 2018 NAPMW New Officer

 

Royal CD   

Saturday, May 18

9:00 - 11:00 NAPMW Local Association President Training

 

9:00 - 11:00 NAPMW Local Association Treasurer Training

 

11:00 - 12:00 National Board Meeting & 2018-2019 Strategic Planning Meeting

All attendees are strongly encouraged to attend

Lunch will be provided!

 

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