Agenda

6:00 PM – 8:00 PM

8:00 – 9:00 AM

• Registration
• Vendor Fair
• Headshots - Complementary headshots available to all mortgage conference participants
• Breakfast

9:00 – 9:15 AM

9:15 – 10:15 AM

Keynote: Raise Your Game

Alan Stein, Jr.

The key to raising your individual performance and expanding your contributions and significance lies in your ability to master these five fundamentals:

1. Self-Awareness
2. Passion
3. Discipline
4. Coachability
5. Confidence

This can only be achieved by closing Performance Gaps (the gap between what you know and what you do). In this powerful program, Alan teaches practical strategies to heighten self-awareness, create winning habits and routines, and improve productivity.

Regardless of title or tenure, attendees walk away with actionable steps to:

• Align your habits with your core values and beliefs
• Improve your Emotional Intelligence (EQ)
• Develop a true winner’s mindset
• Learn to be present in the moment
• Earn confidence while maintaining humility
• Manage change and create a process for progress

10:15-10:30 AM

10:30 - 11:30 AM

BREAKOUT: AI Basics Social Media & Video Marketing

Steve Richman, Owner, SteveRichman.com

Integrate artificial intelligence, video marketing and social media to increase relationships, grow your network and develop your brand - all resulting in greater success today. Be unapologetically yourself and thrive!

10:30 - 11:30 AM

BREAKOUT: MPF Servicing Excellence: Oversight Requirements & Best Practices

Scott Weintraub, Vice President of Compliance, MQMR

Join MQMR at The Federal Home Loan Bank of Des Moines 2024 Mortgage Conference for an insightful breakout session presented by Scott Weintraub. Scott is a distinguished expert in the mortgage compliance space. This session is designed to provide high-level information on servicing oversight best practices, as well as MPF and Agency expectations related to servicing policies, procedures, and risk management.

In this session, Scott will delve into the essential strategies and practices that drive excellence in MPF servicing. Attendees will gain valuable insights into hot topics such as Fair Servicing and the most effective controls to ensure compliance and operational efficiency. Whether you're a seasoned professional or new to the field, this session will equip you with the knowledge to elevate your servicing practices and enhance your oversight capabilities.

10:30 - 11:30 AM

BREAKOUT: Navigate Change and Stay Ahead of the Curve with FICO® Score 10 T

Joe Marsocci, Senior Director, FICO

Now that the Federal Housing Finance Agency (FHFA) has selected FICO® Score 10 T to be used by Fannie Mae and Freddie Mac, what opportunities and challenges await? 

Get a better handle on FICO’s newest and most predictive credit score, with information on what remains the same and what is different from the FICO Classic Score. From originations to portfolio management, learn more about what the FHFA rollout timeline means for your planning. Gain an understanding of how FICO Score 10 T analytics can help you safely grow your mortgage business, increasing loan approvals while reducing delinquencies. Learn how you can adopt FICO Score 10 T for your non-conforming mortgage loans now, and how conforming mortgage loans and their operational technologies may be impacted in the years ahead.

11:30 AM – 12:30 PM

12:30 –12:45 PM

12:45 - 1:45 PM

BREAKOUT: 6 Steps to Sales Success: Mastering the Art of Connection, Influence and Growth

Steve Richman, Owner, SteveRichman.com

1. Knowledge is Key: Understand the fundamental truth: you can't sell effectively without deep knowledge. Learn the art of market analysis, customer understanding, and self-awareness.
2. The Translationship: Explore strategies that turn fleeting transactions into long-lasting connections, fostering customer loyalty and trust.
3. Powerful Positivity: Discover how your mindset shapes your success and learn techniques to radiate confidence, optimism, and authenticity in every interaction.
4. Be More: Engage your customer on a holistic basis and provide useful solutions and information beyond their business and product needs.
5. Be Present: Delve into the 4 downs and the 4 ups that define your presence. Master these principles to create genuine connections and impactful sales experiences.
6. 4 D's and 2 G's: Unlock the keys to unparalleled success in both business and life. The 4 D's and the2 G's will guide you in your journey to achieving your goals, fostering prosperity, and finding fulfillment.

12:45 - 1:45 PM

BREAKOUT: Unusual Property Types

Hali Plachecki, Senior Customer Trainer, Mortgage Guaranty Insurance Corporation

This session will discuss appraisals of unique properties including Barndominiums, Berm Homes, and Log homes from an underwriting perspective. Also, look at what questions the LO should be asking and how to make the process smoother for the UW team.  

12:45 - 1:45 PM

BREAKOUT: MPF Traditional Loan Data Entry Options

Donna Iddins, MPF Training & Support Manager, FHLB Des Moines

Have you been manually entering your loan data for the MPF Traditional product the same way for years? This session will review the three loan data delivery options for “Loan Presentment” and discuss the benefits of using the MPF Credit Enhancement Estimator tool. This tool is the short cut to determining loan credit enhancement results. The session will review the three loan data delivery options available for Loan Presentment: Interactive, Batch and Batch with On Screen Editing.

1:45 – 2:00 PM

2:00 - 3:00 PM

BREAKOUT: Reviewing Schedule F Income

Hali Plachecki, Senior Customer Trainer, Mortgage Guaranty Insurance Corporation

Join us for an overview of Schedule F income, and learn how to review income for qualification from a secondary market perspective.

2:00 - 3:00 PM

BREAKOUT: MPF Loss Mitigation Road Map – Navigating Your Borrowers and You to the Finish Line

Ryan Peterson, Lead Mortgage and Compliance Analyst, FHLB Des Moines
Amit Sane, VP, Director MPF Servicing and Process Reengineering, MPF Program
Erica Gross, Lead Loan Administration Specialist, MPF Program
Toya Glenn, AVP Team Lead Default Management, MPF Program
Tora Grayer, Senior Default Management Specialist, MPF Program

This discussion will focus on:

• Updates made to MPF default loss mitigation options in the last year
• Loss mitigation “waterfall”
• Answers to common questions
• Overview of outreach to delinquent borrowers
• Delinquency reporting timeline and responsibilities
• Resources available to help address default related questions

2:00 - 3:00 PM

BREAKOUT: MI, A Help Not a Hinder: Understanding the Benefits

Kama Johnson, CMB, AMP, Account Manager, Arch Mortgage Insurance
Stephanie Roth, AMP, Senior Account Manager, Arch Mortgage Insurance
Faith Henderson, Account Manager, Arch Mortgage Insurance

Take a deeper dive into private mortgage insurance to understand the value-add it can offer, while also helping to increase your business.

3:00 – 3:15 PM

3:15 – 4:15 PM

Keynote: UNSTUCK: The Simple Science of Big Results

Britt Frank

In this high-energy and myth-busting talk, audience members will walk away with:

Science-backed tools to go from STUCK to SUCCESS: We often mistakenly think momentum requires motivation. It doesn't. You don't need to feel anything to shift everything. Three simple strategies are all that's needed to unlock your brain's potential

The Secret to Training your Mind: Many of us were taught we needed to feel motivation to get moving. We learned WRONG. Britt's surprising (and simple) science-backed strategies harness the relationship between the brain and body to unleash peak performance brain states. 

The Power of the Micro-Yes: Britt's single most popular tool can be used with everything from "why can't I just send that email" procrastination to stress and burnout (and everything in between). On the spectrum of stuckness, micro-yesses work to quickly shift you from inertia to momentum.

4:15-4:30 PM

5:00 – 8:00 PM

Networking Event – Smash Park
 

Join us for food, fun and games at Smash Park! Mingle with fellow attendees while enjoying a variety of entertainment including pickleball, shuffleboard, music bingo & trivia. With delicious food, refreshing drinks, and a vibrant atmosphere, it’s the perfect way to unwind, make new connections, and have a blast! We will provide transportation to and from the Hilton Downtown Des Moines, so all you have to do is sit back, relax and enjoy the ride. 

7:30 – 8:30 AM

• Registration
• Vendor Fair
• Headshots - Complimentary headshots available to all mortgage conference participants
• Breakfast

8:30 – 9:15 AM

Are You Smarter Than A...

9:15 – 9:30 AM

9:30 - 10:30 AM

BREAKOUT: How to Host a Well-Attended Event

J. Tony Thompson, CMB, Founder, NAMMBA

This session is only available to those who are enrolled in the 6-week Certified Community Lender course through NAMMBA. Join us for this final session where Tony will close out the CCL training program with a “live” session focused on best practices on creating great events in your local market which are well attended. Additionally, he will award each participant their CCL certification.

*Webinar option will be available for those unable to attend in-person.

9:30 - 10:30 AM

BREAKOUT: FHA Basics

Deborah Eastwood, Senior Underwriter, U.S. Department of Housing and Urban Development

HUD promotes homeownership opportunities, equitable access to credit for purchase, improvements and refinances and wealth-building in underserved communities through the Federal Housing Administration (FHA).  Learn how FHA Single Family Housing programs play a major role in making homeownership a reality for homebuyers across the United States.

9:30 - 10:30 AM

BREAKOUT: Partnership Marketing Strategies

Sarah Bishop, Marketing Manager, Federal Home Loan Bank of Des Moines

Elevate your business and your brand with partnership marketing and communication strategies. We’ll share ideas and inspiration where you can leverage FHLB Des Moines resources in co-branding campaigns, content marketing, public relations initiatives and more.

10:30 – 10:45 AM

10:45 – 11:00 AM

11:00 AM – 11:45 AM

FHLB Updates
 

Join Dan Mahlum, Mortgage Program Director, and others to hear about key changes and emerging opportunities within our mortgage programs. During this session, you’ll hear about our future plans for our highly successful Mortgage Rate Relief program exclusively offered to FHLB Des Moines members, as well as other opportunities and product updates.

11:45 AM – 12:00 PM