18th Annual Eastern Secondary Market Conference

 and 68th Annual Convention

June 21-22-23, 2022

Hyatt Regency Grand Cypress, Orlando, Florida



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



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

(You can register online with the above link or access the forms under the links below!)



Come for the Secondary Conference, the Annual Convention or both! Pricing is very affordable for everything you get!

Click for Form Bring to Registration Desk
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Hyatt Regency Grand Cypress

For assistance, contact 877-803-7534 or Click Here to find contact information by Region

Reservation Link
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