CONNECT 2019 Agenda

*Agenda subject to change

Wednesday, April 24, 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 25, 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

Kristy Fercho, EVP, President of Mortgage at Flagstar
Lawrence Bailey, National Retail Sales Manager at JP Morgan Chase
Tol Broome, President at BB&T Home Mortgage
Tim Wilson, President/CEO, Prosperity Home Mortgage

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.




Session, Sponsored by Bank of America with remarks by Kathy Cummings, SVP Affordable Program and Strategic Relationships at Bank Of America

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.


The Pavilion


Keynote Session, Sponsored by Bank of America with remarks by AJ Barkley, SVP, Neighborhood Lending Executive Consumer Lending at Bank Of America

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.




A Conversation About Loan Officer Compensation

Lori Brewer, Founder & CEO at LBA Ware
Loretta Salzano, Founding Partner, Franzen and Salzano, P.C.
Kris Kully, Partner, Mayer Brown
Richard Andreano, Partner at Ballard Spahr, LLP
Blake Chavis, Assistant Regulatory Counsel at Mortgage Bankers Association

The CFPB Acting Director, Mick Mulvaney, recently received proposed changes to the LO Comp rule submitted industry associations. With many companies experiencing tighter margins and competitive pressures from fintech lenders entering into the industry, will 2019 be the year of change for LO Comp?

Join a panel of distinguished experts who will talk about the future of LO Comp, the proposed rule changes and most importantly the potential impact to loan originators and mortgage lenders of all shapes and sizes. This is one session you do not want to miss.




The Future of Wholesale and Correspondent Lending

Kevin Peraino, Chief Lending Officer at Paramout Residential Mortgage Group, Inc
Allen Middleman, SVP at Freedom Mortgage
Brian Vieaux, SVP, 3rd Party Originations, Wholesale & Correspondent Lending at Flagstar Bank
Tom Hutchens, EVP, Production at Angel Oak Mortgage Solutions

Wholesale lending has been one of the fastest growing channels in the mortgage industry for the last three years. Additionally, as the economy improves, some brokers are looking to become lenders and grow their retail platform as a mortgage banker giving creating more opportunity for correspondent lenders. This session will feature of panel of senior executives from the wholesale and correspondent channel providing their perspective on the future of these two channels.


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 26, 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, CEO, National Mortgage Insurance Corporation
Susan Stewart, Chief Executive Officer, SWBC Mortgage
Cerita Battles, SVP - Head of Retail Diverse Segments, Wells Fargo Home Mortgage
Kristy Fercho, EVP, President of Mortgage at Flagstar

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.




Three Powerful Words for Greater Success

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

Change your business—and your life—with just three words Casey will show you how to be more effective, more impactful and more successful on a daily business.  Changing times create new opportunities for those who have focus and drive.  There’s never been a better platform for success.

In this session, Loan Officers Will:

  • Learn the three words that drive ultimate success and create greater focus

  • Discover the two factors for accomplishing an objective and fulfilling your goals

  • Discover how to stay focused and energized each and every day

  • Equip yourself to make changes that last a lifetime

Need to be energized and inspired?  With just three powerful words, this keynote will make you stop, think, and take ownership of your performance!


Building and Sustaining Brand Equity Through Dynamic Teams

Moderator: Viola Soloman, SVP, Director of Community Lending Mortgage at BBVA Compass
Julie Piepho, CMB, CML, President - National Operations at Cornerstone Home Lending, Inc.
Kim Hoffman, CMB, AMP, Chief Operating Officer at Envoy Mortgage
Josh Ortiz, VP, Retail Support Consultant at Wells Fargo

Declining margins, evolving roles requiring new skillsets and regulations complicating the compensation of LOs, all pose new challenges to staffing a mortgage business. Retaining top talent now may not be sustainable in the long-term. Right-sizing now may risk future growth. Learn from leaders from companies who are innovative and creative on how they build the next generation of operations professionals while sharing success stories of their own personal journeys.


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

Moderator: Cheryl Travis-Johnson, COO at VRM Mortgage Services
Rob Chrisman, Capital Markets Consultant at Chrisman Inc

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.


MBA mPact Session

Moderator: Krystal Thomas, Government Program Specialist at Mortgage Bankers Association
Marlana Scott, Affordable Lending Manager at Freddie Mac
Alex Varela, Branch Manager at PrimeLending
Nicole Smith, VP, National Sales, Home Lending at Flagstar Bank

Under 40? Join MBA and NAMMBA for a free lunch to learn more about mPact, MBA's community for young mortgage professionals? To reserve your seat, email Krystal Thomas at


A Conversation With The GSE’s

Moderator: Lenny McNeill, SVP, Managing Director National Strategic Markets at US Bank
Samuel Luna, Sr Director, Single Family Affordable Lending at Freddie Mac
Jonathan Lawless, VP Product Development and Affordable Housing at Fannie Mae
Aimee Dixon, Loan Officer at PrimeLending

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.




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

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

Keynote Speaker: Sue Woodard, Chief Customer Officer at Total Expert

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 27, 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
How to Master Business Planning, Time Management, and Personal Branding to Dramatically Grow your Business 

Shashank Shekar, CEO at Arcus Lending 

Shashank will teach you exactly the way he does his business planning to close $180M+ in annual production. He will also show how to build a Rockstar personal brand so that borrowers and realtors flock to you. The presentation will include a Masterclass in Time Management which will help you free up more time. 

Sales Session #2A
Realtor Mastermind

Tommy Jones, Loan Officer at SWBC Mortgage

Tommy Jones, is a top producing loan originator for SWBC Mortgage in Dallas, TX. In a competitive market, realtor referrals are critical for an originator’s success. In this class, Tommy will show you a system he uses to connect with new realtors by inviting them to participate in a realtor mastermind group with their peers. This system results in Tommy building a meaningful relationship with his new agents and getting new loans from them.

Sales Session #3A
How to Differentiate as a Loan Officer  

Chris Reshetar, Branch Manager/Loan Officer at NFM Lending

Chris Reshetar, Branch Manager for NFM Lending will show you how to develop relationships with real estate agents by not cold calling on them but using out of the box strategies to add value to agents. As a top producer, Chris receives the majority of his business from realtor referrals. However, these referrals are the result of Chris adding value to his agents by partnering with social media, creating radio shows and other unique methods to build relationships with top producing agents. This session is for those who are looking for unique ways to generate realtor referrals.

Sales Session #4A
Best Practices for Asian LOs

Dick Lee, EVP, Drew Mortgage Associates
Ace Watanasuparp, Regional Vice President of Residential Lending at Citizens Bank
Mya Tran-Harter, Vice President, Construction Lending at MVB Mortgage

This session is designed for participants to hear top Asian originators from across the country share best practices on how to take their business to the next level for those who are marketing to this segment or looking at doing business with this group of homebuyers. The panelist will share tactics you can implement to build stronger relationships with Asian realtors and consumers, thus increasing your production..




Sales Session #1B
Generational Lending – How to leverage HECMs in today’s environment

Wendy Peel, VP Sales and Marketing at ReverseVision
Bob Talpas, Account Manager & Trainer at ReverseVision

In this highly engaging session, Talpas and Peel will show you how adding Home Equity Conversion Mortgage (HECM) and proprietary senior lending products to your portfolio will equip you to best serve borrowers on the tail end of the homeownership life cycle. Leveraging his decades of experience as a high performing forward and reverse loan originator, Talpas will guide you through understanding the modern HECM product, introduce you to advancements in proprietary reverse products and provide you with sales tools for building out HECM and reverse production. Attendees will walk away with an understanding of the Generational Lending strategy and better prepared to provide the best possible financial products for borrowers at any stage life.

Sales Session #2B
Making A Move From Banker to Broker?

Shawn C. Williams, President at Fortis Mortgage

Thinking about opening your own mortgage brokerage? Shawn Williams, President, Fortis Mortgage is a seasoned mortgage professional who recently transitioned from mortgage banker to starting his own mortgage brokerage. In this session, Shawn will walk you through the process from start to finish on the steps you should take when transitioning from banker to broker.

Sales Session #3B
Best Practices for Latino Loan Originators

Moderator: Tulu Kaifee, SVP, Mortgage Multicultural Manager, at BB&T
Lizy Hoeffer, Branch Manager at Guild Mortgage
Javier Del Rio, Branch Manager at NFM Lending
Ivan Duarte, Area Sales Manager, Bay Equity Home Loans

This session is designed for participants to hear top Latino originators from across the country share best practices on how to take their business to the next level for those who are marketing to this segment or looking at doing business with this group of homebuyers. The panelist will share tactics you can implement to build stronger relationships with Latino realtors and consumers, thus increasing your production.

Sales Session #4B
Kickstart the Growth of Your Business With This Proven Formula, presented by JUNGO

Susan Pryor, Branch Manager at Benchmark Mortgage

What are you doing in your daily routine that sets you apart from every other LO? Learn how Atlanta’s top producer, Susan Pryor, continues to earn six figure income year over year with her proven formula for success. 




Sales Session #1C
Win By Noon

Todd Bookspan, Founder at Win By Noon

Todd Bookspan is the founder of Win By Noon, a business planner designed to help sales professionals change their daily focus and find success in reaching their targeted goals. Todd is also a business coach and mentor to top sales performers and business executives. Todd is frequent speaker at industry events, and co-host of the weekly Mortgage Coach Productivity Mastermind. This session is will help you develop a game plan to increase productivity by completing non-revenue generating task at the start of your day.

Sales Session #2C
Best Practices for African-American Loan Originators

Moderator: Tammy Moore, Division President, Diamond Residential Mortgage
Robin McCauley, Loan Officer at Caliber Home Loans, BGM Team
Jamica Browne, Loan Officer at Caliber Home Loans, BGM Team
Shaun Graham, Executive Vice President at Southeast Mortgage
Nick Gouche, Branch Manager at Legacy Home Loans

Sales Session #3C
The Anatomy of A Top Producer

Alex Varela, Branch Manager at PrimeLending

Before you become a top producer, you must become a great practitioner with the X’s and O’s to scale your business. Join one of the top originators in the country as he personally walks you through how he builds his business by becoming the best originator in his market. Alex will share steps you can take to strengthen your foundation and tools you can use to make sure you can win every deal.


The Pavilion


Top Producer Panel

Moderator: Jen Du Plesses, Principal at Kinetic Spark Consulting
Robin McCauley, Loan Officer at Caliber Home Loans, BGM Team
Alex Varela, Branch Manager at Prime Lending
Rocio Portella, Loan Officer at Annie Mac Home Loans
Kristi Hardy, VP, Sr Loan Officer at Atlantic Coast Mortgage


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.


The Question of a Lifetime

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


Expo @ Pavillion

Day 4 - Sunday, April 28, 2019


Board of Directors Meeting

Terms and Conditions