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Monday June 20, 2022
Golf 11 AM - Villas of Grand Cypress– Registration available on your form!
Tuesday June 21 - Secondary Programs Begin Today
8 AM - Registration Opens for Exhibitors and Attendees
8:30—9:30AM - Breakfast and Networking Time
(Special Breakfast Sponsorship Available, See Form)
10 AM—4 PM - Exhibitors Set-up
Secondary Sessions
10 – 11 AM - Non-QM Panel
Steven Schwalb, Managing Partner, Angel Oak
Tom Davis, Executive Vice President, Correspondent Lending, First Guaranty Mortgage
Shelly Griffin, Senior Vice President, Client Development, Deephaven Mortgage
Moderator: Rudy Orman, CMB, Reliant Bank
11 – 11:30 AM - Networking / Refreshment Break (Special Sponsorship SOLD)
11:30 AM – 12:30 PM - American Enterprise Institute Housing Center Current Updates, Ed Pinto, Senior Fellow and Director, AEI Housing Center
Moderator: Nitin Dave
12:30 – 1:30 PM - Lunch / Networking Time
1:30 – 2:30 PM - Secondary Panel Discussion - A Day in the Life of a Secondary Desk Manager
Vinay Miglani, Senior Vice President, Capital Markets, FBC Mortgage, LLC
Joaquin “Ken” Torre, Executive Vice President, Capital Markets, First Guaranty Mortgage Corporation
Jeff Gipson, Senior Vice President, Secondary Marketing, Florida Capital Bank
Moderator: Mark Tetereris, CMB, Director, Solutions Specialists, Optimal Blue
2:30 - 3 PM - Networking / Refreshment Break
(Special Sponsorship Available, See Form)
3 – 5 PM - Hedge Advisory Firms/MSR • Valuing Servicing Rights
• Importance of Customer Retention • Benefits of Hedging
• Best Execution • Mandatory vs. Best Efforts
• Single Loan Sale vs Bulk Sale
Azad Rafat, Senior Director MSR Services, Mortgage Capital Trading, Inc.
Toby Huskinson, Quantitative Scientist, Optimal Blue
Ashlee Davis, Vice President – Analytics, PHOENIX
Moderator: Tim Allen, CMB, First Horizon
5—6:30 PM - Exhibit Grand Opening Welcome Reception
Wednesday June 22
7 AM - Registration Opens
7:30—9 AM CMB Breakfast with Featured speaker Jim Deitch, CPA, CMB, CEO, Teraverde Mortgage and FinTech Thought Leader | Best Selling Author | Public Speaker
The 3 Things CMBs Should Be Doing Right Now
Following the speaker’s presentation Tim Allen, CMB will lead a discussion about the value of CMB designation, and the steps involved in attaining the designation.
Moderator: Tim Allen, CMB, First Horizon
8—9 AM - Breakfast with Exhibitors
Crossover Sessions of Interest to Secondary/Convention Attendees
9 - 10:30 AM - Special Kick-Off Session
10:30 - 11:15 AM - MBA Washington Update, Bob Broeksmit, CMB, President and CEO, MBA National
Moderator: Sherry Gallitz, CMB, Union Home Mortgage
11:15 – 11:45 AM - Networking / Refreshment Break with Exhibitors
11:45 AM – 12:30 PM - Economic Update, Doug Duncan, Ph.D. Senior Vice President and Chief Economist, Fannie Mae
12:30—1:30 PM - Lunch with Exhibitors
Annual Convention Programs Begin/Sessions
1:30 – 3 PM - Agency Updates (Speakers Being Finalized)
3:30 – 4:45 CEO Panel
Tawn Kelley, President, Taylor Morrison Home Funding
Phil Defronzo, President, Norcom Mortgage
Moderator: Jim Deitch, CPA, CMB, Teraverde Financial LLC
4:45 PM - Reception with Exhibitors (MPAC Drawings Begin)
Thursday June 23
7 AM - Registration Opens
8—9 AM - Incoming Local Chapter Presidents Breakfast
Convention Sessions
9 – 10 AM - Client Engagement-Maximizing the Homebuyer Experience
Kristin Messerli, Vice President, Experience.com
Ralph Remy, Director, Client Digital Experience, National MI
Moderator: Robert Villalon, National MI
10 – 11 AM - National and Florida Housing Market Update and Forecast
Kristine Smale, Senior Vice President, Zonda Advisory
Moderator: Doug Leever
11 – 11:30 AM - Closing Networking Refreshment Break with Exhibitors
11:30 AM – 12 PM - Affordable Housing Panel
Sean Moss, Executive Vice President, Down Payment Resource
Chip White, Homebuyer Loan Programs Director, Florida Housing Finance Agency
Moderator: Christie Buff, MGIC
12:30—2:30 PM - Special Closing Luncheon with a Different Twist
Annual Meeting /Election /Installation /Brown L Whatley Award and MPAC Drawings with special host and speaker, Steve Richman, National Director of Strategic Growth & Branding, VanDyk Mortgage
3 - 5 PM - 2022/2023 Board of Directors Meeting
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