8:00 AM – 9:00 AM
|
- Registration
- Vendor Fair
- Breakfast
- Professional Headshots
|
9:00 AM – 9:15 AM
|
Opening Ceremonies |
9:15 AM – 10:15 AM
|
KEYNOTE - Selling Value in the New Economy
Ryan Estis
Ryan Estis is a sales and leadership expert at the forefront of the human-centered growth movement transforming the way we work, lead and live so individuals and organizations can achieve sustainable success. Selling value in today’s economy comes with a new perspective, approach and delivery. Expect to have several takeaways including:
- Adapting to a complex world
- Understanding customer psychology
- Value-based selling
- Compelling presentations
- Preparation and evolution
- Leveraging technology
- Effective time and territory management
|
10:15 AM – 10:30 AM
|
Break |
10:30 AM – 11:30 AM
|
BREAKOUT - Natural Networking
Steve Richman, steverichman.com
- Embrace Para Social Networking and how to leverage digital platforms to grow your network and establish your expertise
- Understand the power of networking and establish goals - target the right audience
- Learn the 4 steps of networking preparation
- Discover the 4 most common networking mistakes and 4 must-dos of networking
- Know what you need to do when you get back to the office - it is more than follow-up
|
10:30 AM – 11:30 AM
|
BREAKOUT - Evolution of AI, Tech & Data Utilization in Mortgage Rights Servicing (MRS) Management
Joshua Bishop, Newrez LLC
Join Joshua Bishop, Chief Operating Officer of Servicing at Newrez LLC, for an exciting breakout session that looks at the evolution of AI, tech & data utilization in servicing. Attendees will also explore how is AI being implemented successfully today, how to improve operational efficiencies to prepare for a recapture volume increase and how AI and technology can improve servicing efficiency and outcome. Joshua will also cover:
- How AI can be implemented to take advantage of cross-selling opportunities
- Data analytics and predictive models
- How AI can help in fraud detection
- How the customer experience is being enhanced
- Types of investment decisions technology is currently helping with
|
10:30 AM – 11:30 AM
|
BREAKOUT - Strange & Unique Underwriting Scenarios: With a Touch of Fraudster
Mary Kay Scully, Enact
Dive into the world of underwriting with this engaging session that explores the “strange and unique” scenarios underwriters face. From complex variable income calculations and atypical property types to nuanced credit profiles and creative gift fund documentation, this course highlights real-world cases that challenge even seasoned professionals. We’ll also examine common fraud indicators and share tools to detect and prevent them. Anchored in Fannie Mae guidelines and enriched with insights from recent FAQs and top QC errors, this course is designed to sharpen your skills and elevate your underwriting confidence.
|
11:30 AM – 12:30 PM
|
Lunch |
12:30 PM – 12:45 PM
|
Break/Vendor Fair |
12:45 PM – 1:45 PM
|
BREAKOUT - Why You?
Steve Richman, steverichman.com
Why You?: is the question everyone asks of us every day. Why should I choose you? Why should I hire you? Why should I buy from you? Why should I marry you? And it is imperative to have a powerful answer. By combining the right mindset, effective actions and habits, and presenting your unique gift, you can deliver an answer that will help you drive more success and distance yourself from the competition. Elements we will discuss:
- The need for self promotion
- The biggest hurdle
- Discover your differentiator
- Micro goals
- The 4 questions
- The circle of success
- Change your why to my
- Life is a juggling act
|
12:45 PM – 1:45 PM
|
BREAKOUT - Income Insights: Self-Employed Edition
Stephanie M. Clark, Arch MI
Crack the code on self-employed income! In this fast-paced session, we’ll demystify the art of add-backs—from the easy wins like depreciation to the trickier stuff like one-time expenses. You’ll also learn how to tackle those pesky deductions and even discover a few clever ways to soften their impact. Plus, we’ll unpack profit and loss statement requirements, net operating losses, and how to handle personal debts hiding in the business books. Get ready to level up your income analysis game—minus the spreadsheets-induced headache!
|
12:45 PM – 1:45 PM
|
BREAKOUT - Fraud Alert: Navigating the New Threats in Mortgage Lending
Jamie Huseth, TENA Companies
This presentation covers the evolving landscape of mortgage fraud and misrepresentation highlighting the latest mortgage schemes targeting the industry. This session will help to equip mortgage professionals with practical tools to detect, prevent and respond to fraud, ensuring better risk management.
|
1:45 PM – 2:00 PM
|
Break |
2:00 PM – 3:00 PM
|
BREAKOUT - Evaluating & Calculating Borrower Income – Variable Sources
Jeff Platfoot, MGIC
Evaluating variable income can be challenging due to its fluctuating nature. Plus, you have to understand all the Agency guidelines for analyzing variable income. Learn how to analyze income trends along with other factors so you can make the best underwriting decisions when calculating variable income.
During this session, we will examine specific case studies involving:
- Commission
- Overtime
- Bonuses
- Shift differentials
|
2:00 PM – 3:00 PM
|
BREAKOUT - Navigating State-Level Compliance Challenges in Default Servicing
Ryan Wood, Covius
This session examines recent legislative and regulatory trends in default servicing, loss mitigation, and foreclosure, and highlights how those changes impact servicing processes and borrower communication.
|
2:00 PM – 3:00 PM
|
BREAKOUT - Talk Nerdy to Me: A Friendly Intro to Generative AI
Princess Paula, Princess Paula Consulting
Whether you've barely touched ChatGPT or you’ve dabbled without direction, this session is your fresh start - and your fast track. Generative AI isn’t some futuristic gimmick, it’s a real working tool that mortgage professionals across roles are already using to boost productivity, improve communication, and streamline everyday tasks. In this session, you’ll get a clear, practical understanding of what generative AI is (and isn’t), and how it can help you do more in less time - without adding to your workload. You’ll learn the REGAL prompting method, a simple and powerful way to get consistently better results from AI tools like ChatGPT. You’ll also get to see how it can help you write faster emails, prep smarter client responses, and even organize your day more efficiently. Whether you’re in processing, compliance, lending, or management, AI can give you a serious edge, and Princess Paula will show you how to make it work for you, not replace you. This is modern tech you can use right now, both at work and at home, and it’s more accessible (and fun) than you think.
|
3:00 PM – 3:15 PM
|
Break |
3:15 PM – 4:15 PM
|
KEYNOTE - Crossing the Generational Divide
Jason Dorsey
Jason brings a new, research-based approach to quickly understand and unlock the potential of every generation from Gen Z to baby boomers. Jason's specialty is teaching new, practical ways to cross the generational divide on teams, with customers, and across their own organization. This keynote will focus on solving the challenge of employing Gen Z in a multigenerational workforce, selling effectively to each generation, and leading all four generations at the same time.
|
4:15 PM – 4:30 PM
|
Closing Commentary |
5:00 PM – 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 and 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.
|