CONNECT 2019 Agenda

*Agenda subject to change

Wednesday, April 10, 2019



Get a jump start on CONNECT 2019 by picking up your registration badge the evening before the conference starts and enjoy free food, free drinks and networking while listening to live entertainment featuring a DJ.

Registration will be open from 4:00pm – 7:00pm

Day 1 - Thursday, April 11, 2019




Welcome to Connect 2019

Join NAMMBA Founder/CEO, Tony Thompson, CMB in the opening session which includes presentations featuring the association’s achievements over the past year as he officially kicks off CONNECT 2019 and sets the tone for two and a half amazing days of motivation, education and learning to help attendees take their career and business to the next level.


State of the Industry: CEO Perspective

Patty Arvielo, President at New American Funding
Sonya Luechauer, President & CEO at DHI Financial Services
Lawrence Bailey, National Retail Sales Manager at JP Morgan Chase

The pace of change in mortgage lending is accelerating and traditional business models are beginning to be challenged. To stay competitive lenders, need to understand the key trends that will impact them today, in the future and develop a business strategy that puts the customer at the center, so they are prepared to adapt to their ever-changing needs and expectations. In this session, you will hear from some of the industry’s top CEO’s who are reinventing the consumer experience while at the same time shaping the new business model of the future.





Carl White, Chief Strategist at Mortgage Marketing Animals

Carl is the Founder/ Chief Strategist of The Mortgage Marketing Animals and also the host of the #1 Podcast for loan officers in America.  Carl will show attendees specific step by step instructions on how to drastically increase their monthly loan production & income while working only 32 hours per week. He does this by teaching people to hyper focus their efforts, and to stop doing wasteful activities that they are currently doing that are not producing measurable results. By following the strategies, will be able to regain the freedom to do the things they want to do. Worrying about when and where the next deal will come from will no longer be a concern.


Lunch Break


A Conversation With The GSE’s: Trends and Current Events Impacting the GSE’s

Danny Gardner, VP Affordable Lending & Access to Credit at Freddie Mac
Jonathan Lawless, VP Product Development and Affordable Housing at Fannie Mae

Join senior executives from Fannie Mae, Freddie Mac and Ginnie Mae to get an update on latest products, programs and initiatives  the GSE’s are embarking upon to help make the dream of homeownership become reality for more consumers while helping companies to improve the client experience.




Rob Chrisman, Capital Markets Consultant at Chrisman Inc
Mitchel Kider, Chairman and Managing Partner at Weiner Brodsky Kider PC

Mega Trends Impacting Your Business!
A Session So Big, We Needed Two Major Speakers To Handle It!

Hear some of the industry’s renowned practitioners discuss the current state of the mortgage industry and have open dialogue on all of today’s important issues – loan officer compensation, industry consolidation, marketing agreements and regulations impacting our industry. This will surely be one of the conference most anticipated sessions. This session will give you a glimpse into what the future of our industry will look like over the next couple of years.




Cindy Ertman, Success Strategist at The Defining Difference

One of the great leaders, authors, coaches and successful success strategists shares her success secrets that will help YOU define your life and put you back on track to living a purposeful, balanced, financially fulfilled and happy life. Cindy has helped build one of the most successful mortgage companies in America, RPM Mortgage, which is ranked #12 Top Mortgage Banks in the country by Mortgage Executive Magazine. She has been acknowledged as one of The Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine – four years in a row. She also serves on the faculty for one of the nation’s largest mortgage training companies.


Expo Pavillion

Cocktails & Connections Reception
Drinks and Networking In The Expo Pavillion.

An exciting kickoff celebration for conference attendees to enjoy refreshments, networking and an exclusive preview of The Pavilion – 40+ exhibitors showcasing technology tools, resources and products to help attendees grow their business or career. 

Welcome Remarks: Tony Thompson, Founder/CEO, NAMMBA 


Partner Networking Event

New to CONNECT 2019, we’ve created a special time for you to connect with all of our sponsors, meet new friends or simply enjoy the sites of beautiful Buckhead, Atlanta.


NAMMBA Private Dinner (Invitation Only)

Day 2 - Friday, April 12, 2019




Opening Remarks

Tony Thompson, NAMMBA Founder/CEO recaps the first day of CONNECT 2019 while setting the stage for an empowering, informative and exciting day of speakers and sessions.


mPower: Closing the Gender Divide

(Moderator) Marcia M. Davies, Chief Operating Officer, Mortgage Bankers Association and Founder, mPower
Claudia Merkle, President, National Mortgage Insurance Corporation
Susan Stewart, Chief Executive Officer, SWBC Mortgage
Kristy Fercho, EVP, President of Mortgage, Flagstar Bank

This leadership panel, led by Marcia M. Davies, will address today’s gender equality challenges and discuss workplace solutions. These senior executives will share inspiring professional stories and highlight what they are doing to help eliminate the gender gap. This is an important dialogue, leaving you with invaluable lessons learned and new ways you can help your company be committed to gender equality. Men and women are invited to attend this special session.





Casey Cunningham, Founder/CEO at XINNIX, The Mortgage Academy

With more than 30 years of diverse retail mortgage banking experience, Casey Cunningham is one of the most influential visionaries in the industry. A close advisor to prominent executives across the nation, her ability to lead and transform is without rival. Cunningham’s passion for professional standards, relevant education, sales productivity and leadership accountability has come of age at a time when technology and demographic changes are reshaping our industry.


Coming Soon - Keynote Speaker




Eric Thomas, CEO at Eric Thomas and Associates, LLC

The story behind Eric Thomas who was a high school drop-out, would become one of the greatest inspirational stories in the modern era. Very few individuals on the planet can say they’ve overcame all odds and reached massive success. For Eric Thomas, he is surely one of those people who experienced incredible challenges along the path of life. Born in Chicago, Illinois, he spent most of his childhood and teenager years in Detroit, Michigan. Life wasn’t easy at all for him as he faced adversity and not knowing his father throughout his childhood. For two years, Eric Thomas was homeless and lived in abandoned buildings. Just to survive, he would eat out of trash cans. Today, Eric Thomas, Ph.D. is a critically acclaimed author, world-renowned speaker, educator and Audie Awards Finalist. ET, as he is better known, has taken the world by storm, with his creative style and high-energy messages.




Coming Soon - Top Speaker


Expo Pavillion

Spend time with our partners and vendors exploring all the tools and resources you need to take your business and career to the next level.


Honoring Top 100 Originators
Best Places to Work

A formal evening event celebrating the achievements of the top diversity originators in the country as well as announcing the list of the NAMMBA Best Places to Work for women and minorities in the mortgage industry. This exciting evening will entail a keynote and live entertainment by one of Atlanta’s most well-known bands.

Day 3 - Saturday, April 13, 2019 

NAMMBA Sales Academy

Join us for a special day designed to help originators who want to grow their purchase business. This day is designed to show you how to go to the next level by learning from successful originators who are already doing it. We are bringing some of the best originators from across the country to cover topics including – how to gain more realtor business, breaking into the builder market, niche products (203K and Non-QM lending) time management strategies and more.




Sales Session #1A
Win By Noon by Todd Bookspan, Founder at Win By Noon

Sales Session #2A
Realtor Mastermind Class, Tommy Jones, Loan Officer at SWBC Mortgage

Sales Session #3A
Best Pactices for Asian Originators




Sales Session #1B
Indu Kapoor, Branch Manager/Regional Renovation Manager TX at Guaranteed Rate

Sales Session #2B
Barry Johnson, Loan Officer at LoanDepot

Sales Session #3B
Best Practices for Latino Originators




Coming Soon - Keynote Speaker


Lunch Break


Top Producer Panel


Why is it so many loan officers get stuck at 4 or 5 loans a month even with decades of experience? Stuck in a seemingly never-ending feast or famine cycle doing 9 or 10 one month, followed by 1 or 2 the next. You spend one month filling the pipeline and then the next working ridiculous hours just getting those deals to the finish line. Hear from some of the country’s top professionals on how they’ve built a business to compete in a tough purchase environment.


Closing Remarks

CONNECT 2019 ADJOURNS Thank you to our sponsors and exhibitors. We look forward to seeing everyone return in 2020!

Day 4 - Sunday, April 14, 2019


Board of Directors Meeting