Draft Schedule - Committees have worked hard on the program and are almost complete! Look for some additional speaker announcements coming soon..
Wednesday June 17, 2020
SECONDARY CONFERENCE BEGINS
10 AM - Exhibitor Registration and Set Up
10 AM-6 PM-Registration Open
9 AM - 1 PM NETWORKING APPOINTMENT TIMES
1 - 2:30 PM-Secondary Session
Disrupt or be Disrupted
: The monumental mortgage disruption is here. Strap on your safety harness and prepare to hear from industry thought leaders regarding the movement from documents to data, and the enhanced value propositions as our industry moves from paper to digital. You'll learn how your processes can be streamlined and cost savings gained in the modern 20s. Topics that will spin your imagination from serial to parallel and back again include transactions that lead to enhanced relationships with investors, trading partners, vendors and consumers. Will your organization be the consolidator or the consolidated? Change is the only constant and we are now at the tip of the spear for mortgage nirvana. Help your borrowers drop a secure hash value and secure a mortgage - boom!
Speakers being finalized.
Moderator: James Deitch,
CPA, CMB
2:30 - 3 PM - NETWORKING APPOINTMENT TIMES
3 - 4 PM -Secondary Session
Non-QM - Past, Present and Future State:
A panel of experts will discuss non-agency lending and what to expect today and tomorrow. What is available for borrowers who don't meet agency and prime jumbo guidelines? How about those self-employed borrowers and Appendix Q? The panel discussion will include non-agency product guidelines, documentation requirements, underwriting (delegated or non-delegated), pricing and investor delivery (best efforts, mandatory, bulk), compliance, post-closing due diligence, non-agency securities and ratings, servicing and loan performance.
Julia Curran
, SitusAMC
Kevin Stein
, Senior Managing Director (or Mark Neely), EJF Capital LLC
Speakers being finalized.
Moderator: Rudy Orman, CMB
4 - 4:30 PM - NETWORKING APPOINTMENT TIMES
4:30 - 5:30 PM Secondary Session
CAPITAL MARKETS (Hedging) EXECUTIVE PANEL
Chris Bennett
, Principal, Vice Capital Markets
Phil Rasori,
Chief Operating Officer, MCT
Tom Millon
, CFA, CMB, CEO, Computershare Loan Services - North America
Moderator: Rob Chrisman
5:30-6:30 PM Opening Reception with Exhibits
Thursday June 18, 2020
SECONDARY CONFERENCE
7 AM - 6 PM Registration Open
7:30 - 9 AM Breakfast with Exhibitors
8 - 9 AM NETWORKING APPOINTMENT TIMES and Exhibits
9-10 AM Secondary Session
Current State Mortgage Originations and Housing Trends
by Ed Pinto, Codirector, AEI Center on Housing Markets and Finance; Resident Fellow, American Enterprise Institute
Moderator: Nitin Dave,
Southern Trust
10 - 10:30 AM NETWORKING APPOINTMENT TIMES and Exhibits
10:30-11:30 AM Secondary Session
Rob Chrisman,
Author, Daily Mortgage News and Commentary
Update on the state of the current mortgage industry and capital markets news
11:30 AM - 1 PM-LUNCH WITH EXHIBITORS
Speaker: Dan Grattan,
Associate Vice President, Legislative and Political Affairs, MBA, Washington, DC
Moderator: Michael Azzarello, CMB
CROSSOVER SESSIONS RELEVANT TO BOTH S
ECONDARY AND CONVENTION AUDIENCE
1 - 2 PM A SPECIAL EXTRAORDINARY CONVERSATION SESSION
Dave Stevens, CMB, CEO,
Mountain Lake Consulting, Inc.
Additional speaker TBD
2 - 3 PM Economic Update
Doug Duncan
, Senior Vice President and Chief Economist, Fannie Mae
3-3:30 PM NETWORKING APPOINTMENT TIMES and Exhibits
3:30 - 4:30 PM Agency Updates - Dan Rogers, III, Director, Atlanta FHA Homeownership Center
Freddie Mac/Fannie Mae/VA TBD
Moderator: Matthew Goldman, CLO, CRO
ANNUAL CONVENTION PROGRAMS BEGIN
4:30 - 5:30 PM Annual Business Meeting - No speaker-just association business/elections
5:30 -7 PM Reception with Exhibits
Friday June 19, 2020
ANNUAL CONVENTION PROGRAMS
7:30 - 9 AM - Breakfast with Exhibitors
8 - 9 AM Incoming Local Chapter Presidents Breakfast Meet and Greet with Orientation
7:30 - 9 AM - CMB Breakfast
9 - 10 AM - Convention Session
The Essential Need for Diversity of the Next Generation of Mortgage Bankers
Speakers: Tony Thompson, CMB,
Founder and CEO, The National Association of Minority Mortgage Bankers of America
Eddie Perez, CMB,
President, Equity Prime Mortgage LLC
Danny Garcia-Velez,
Senior Marketing Program Manager, Channel Strategies & Digital Marketing,
Mortgage
Peter Nordon,
CEO, HomeBridge Financial Services, Inc.
Moderator: Christie Buff, Mortgage Guaranty Insurance Corporation
10 - 11 AM - Convention Session
Executive Panel - Addressing Challenges and Opportunities
Rick Floyd,
Partner, Executive Vice President, HomeBridge Financial Services, Inc.
Laura Escobar,
President, Eagle Home Mortgage
Eddie Perez, CMB,
President, Equity Prime Mortgage LLC
Moderator: Candice Racine
,
Essent Guaranty, Inc.
11-11:30 AM-Refreshment Break with Exhibitors (Closing after this break)
Friday June 19, 2020 - Continued
11:30 AM- 12:30 PM - Convention Session
Top Producing Loan Origination Panel
Javier Daire,
Production Manager, President's Cabinet Member, Paramount Residential Mortgage Group, Inc. - PRMG
Patrick Storch,
Regional Manager, Producing Branch Manager Loan Originator,
The Mortgage Firm
Caitlin Moore,
Mortgage Account Executive, Capital City Bank
Yvette Clermont, CMB,
Branch Manager, Mortgage Consultant, Inlanta Mortgage
Moderator: Matthew Goldman, CLO, CRO
12:30 - 2 PM Installation Luncheon and Brown L Whatley Award Presentation- NEW MPAC Drawings take place
2:15-3:45 PM - Final Convention Session
Florida Real Estate Edition! Realtor / Builder Panel
Bill Garrison
, Chief Executive Officer, Northeast Florida Builders Association
Joe Manausa,
Joe Manausa Real Estate
Patty Ketcham,
President, Ketcham Realty Group
Jorge Guerra
, RESF
More speakers being confirmed.
Moderator: Katerina Gonzalez-Rodriguez
NEW! 4-5:30 PM-Incoming 2020-2021 BOD Meeting (NO Early AM meeting on Saturday)