11 a.m. | Registration Opens
Noon | Lunch
1 p.m. | Welcome – Steve Hewins
1:30 p.m. | Thinking Big – Patrick Adams
The daily grind can elevate details and diminish the value of strategic thinking. Let’s take some time to discuss the BIG ideas. As a leader, it is our responsibility to set direction. The most important piece of a puzzle is the picture on the box. First, you need a vision as to what needs to happen. Growth is the ultimate goal and demands a plan. We’ll focus our energy in this session on planning, leadership skills, shaping corporate culture, marketing, ops, and technology.
2:30 p.m. | Break
2:45 p.m. | Washington, D.C. Policy Update: Implications for the Mortgage Industry – Steve O’Connor
Since the financial crisis, Washington, D.C. policymakers have played an outsized role in reshaping the mortgage industry. From the passage of the Dodd-Frank Act in 2010, to the on-going policy debates over consumer protection regulations and how to reform Fannie Mae and Freddie Mac, policymakers continue to impact our business. What are the current hot policy issues and trends, and what are the risks and implications for the mortgage industry? What is MBA doing to help ensure the best possible policy outcomes? How can lenders navigate the current policy environment and pursue new market opportunities? Come learn all the answers and more during this session.
4 p.m. | Mortgage Lending Digital Market Perspective, Bryson Hammond
In 2017, 43% of mortgage applications were submitted digitally, which is a 28% increase over 2016. with a digital mortgage solution, credit unions are able to provide the experience members want. In this session, we will talk about the development of a digital mortgage roadmap and offer insights and answers to the following questions: How do I define my digital strategy, What type of user experience do I want to provide my members, What type of experience do I want for my Loan Officers, How do I select a provider and What criteria should I look for?
5 p.m. | Session Ends
6 p.m. | Evening Event TBD
8:00 a.m. | Continental Breakfast
8:30 a.m. | Can’t We All Just Get Along – Scott Sherwin
Have you ever wondered why some people seem to naturally connect and some struggle to do so? Everyone has a natural behavioral style or a preferred way of doing things. In this fun interactive session, we will dive into the 4 human behavior styles to understand our own motivators and how we affect others. This valuable knowledge will equip us to intellectually accept who we are and then empower us to adapt to others to promote genuine relationships.
9:30 a.m. | Mapping Out A Mortgage Lending Strategy- Tracy Ashfield
Mortgage lending isn’t a Sunday drive in the park. It’s filled with twists and turns and can lead to one roadblock after another. In 2019, all lenders will maneuver around decreasing origination volume, thinner margins and scarce talent. Changing conditions may require a alternate route. To stay the course and avoid the exit ramp, give your mortgage department a tune-up as we review four key components to steering your mortgage program in 2019 and beyond.
10:30 a.m. | Break
10:45 a.m. | Operational Efficiencies to Improve the Bottom Line – Steve Hewins
In the current world of mortgage origination with growing costs to originate, increasing compliance costs, ever-changing technology options, and shrinking margins…every dollar counts. Join us for a “somewhat interactive” conversation around driving operational costs down and finding some unique ways (and some not so unique ways) to drive some efficiencies and find operational solutions that drive bottom-line results.
11:45 a.m. | Lunch
12:45 p.m. | Serving the Underserved – Karla Thompson, Freddie Mac
Many creditworthy families in underserved markets face significant barriers to sustainable homeownership. At Freddie Mac, we are finding innovative ways to support these underserved markets by financing more homes, particularly in rural areas, and preserving more affordable housing for homebuyers. Join us in this interactive session to learn how to create affordable housing solutions and remove barriers for your members in these untapped and underserved markets.
1:45 p.m. | From RoadShow to Road GO! – Blaine Rada, CSP
To paraphrase Farmers Insurance, Blaine knows a thing or two because he’s seen a thing or two. Based on his extensive work with credit unions of all shapes and sizes, and his recent 500-mile walk across northern Spain, Blaine will share what he’s learned along the road so you can immediately plan, prioritize, and prosper in these changing times. You didn’t attend this event just to get away for a few days, and this session will ensure you have the steps you can take on Monday morning to start walking in a different direction, one that ultimately leads to the destination you desire.
2:45 p.m. | Closing – Steve Hewins