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Monday June 20, 2022
11:30 AM GOLF at the Villas at Grand Cypress
Tuesday June 21, 2022
8 AM Attendee Registration Open, Grand Cypress Foyer
8:30—9:30 AM Breakfast and Networking Time
10 AM Exhibitor Registration, Grand Cypress Foyer/Set Up, Regency Hall 1, 2, 3, 4
KICK OFF SECONDARY SESSION
10—11 AM Non-QM Panel
Steven Schwalb, Managing Partner, Angel Oak Lending
Tom Davis, Chief Sales Officer, Deephaven Mortgage
Paul Jones, Senior Vice President, Non-QM Development & Production, First Guaranty Mortgage Corporation
Moderator: Rudy Orman, CMB, Cypress Mortgage Capital
11-11:30 AM Refreshment Break/Networking Time
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 EM 4/22 Resent 5/12 to Ken and Jeff
Vinay Miglani, Senior Vice President, Capital Markets, FBC Mortgage, LLC
Joaquin “Ken” Torre, Portfolio Management Executive, Head of Revenue and Pricing, Wells Fargo
Jeff Gipson, Senior Vice President, Secondary Marketing, Florida Capital Bank
Moderator: Mark Teteris, CMB, Director, Solutions Specialists, Optimal Blue
2:30 – 3 PM Refreshment Break/Networking
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
Phil Rasori, Chief Operating Officer, Mortgage Capital Trading (MCT)
Steven Baselice, Capital Markets Solutions Specialist – Team Leader
Secondary Marketing Technologies, Optimal Blue - A Division of Black Knight.
Ashlee Davis, Vice President – Analytics, PHOENIX
Moderator: Tim Allen, CMB, First Horizon
5—6:30 PM Exhibit Grand Opening Welcome Reception, Regency Hall 1, 2, 3, 4
Our exhibitors welcome you to enjoy plenty of food and refreshments while visiting everyone to see what new products and services are available to add to the success of your business. Enjoy catching up and meeting new friends tonight.
Wednesday June 22, 2022
7 AM Registration Open
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
Poinciana C&D
8—9 AM Breakfast with Exhibitors
9–10:30 AM Special Kick-Off Session
How to Turn Your Customer Database Into an Automated Loan Search Engine
Alex Kutsishin, Co-Founder and CEO, Sales Boomerang
Digital advancements like mobile phones and search engines have enabled us to carry a world of information right in our back pockets. But what if the search engine knew what you were looking for before you even opened the browser? That’s what data intelligence and automation can do for today’s mortgage lenders. Build customer loyalty and add revenue with best-in-class borrower intelligence that monitors your customer database and automatically alerts you when an opportunity arises — such as a borrower listing their home for sale or submitting a loan inquiry to a competitor. In this session, see how automated borrower intelligence can act as a built-in revenue search engine in your database, so you never leave a borrower behind.
Moderator: Michelle Knoebel, CMB, SupportLink3
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 Refreshment Break with Exhibitors
11:45—12:30 PM Economic Update, Doug Duncan, PhD, Senior Vice President/Chief Economist, Fannie Mae
Moderator: Doug Leever, We Florida Financial
12:30—1:30 PM Lunch with Exhibitors
1:30 PM Annual Convention Programs Begin/Sessions
1:30–3 PM Agency Updates
Dan Rogers, III Director, Atlanta FHA Homeownership Center at HUD/FHA
Sharvon Jackson, Loan Production Officer, Department of Veterans Affairs
Penny Nowak, Finance and Loan Analyst, Rural Development, U.S. Department of Agriculture
Moderator: Michelle Knoebel, CMB, SupportLink3
3–3:30 PM Networking / Refreshment Break with Exhibitors
3:30–4:45 CEO Panel
Tawn Kelley, President, Taylor Morrison Home Funding
Phil Defronzo President, Norcom Mortgage
Chad Jampedro, CEO, Bonzo
Moderator: Jim Deitch, CPA, CMB, Teraverde Financial LLC
4:45-6 PM Reception with Exhibitors (MPAC Drawings)
Thursday June 23, 2022
8—9 AM Breakfast with Exhibitors
8—9 AM Incoming Local Chapter Presidents Breakfast Meet and Greet
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, We Florida Financial
11—11:30 AM Refreshment Break with Exhibitors—Final chance for a visit with the exhibitors
11:30 AM–12:30 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 Installation Luncheon with a Different Twist Annual Meeting / Election and Installation with Brown L Whatley Award Presentation and MPAC Drawings
Special Host and Speaker, Steve Richman, National Director of Strategic Growth & Branding, VanDyk Mortgage
Moderator: Christie Buff, MGIC
Cypress Ballroom D
3-5 PM Incoming 2022-2023 BOD Meeting
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