2018 Summer Conference
August 19 - 21 | Four Seasons, Chicago
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We hope that you'll be able to join us for another spectacular conference and look forward to seeing you in Chicago at the Four Seasons for our 2018 Summer Member Conference.
Saturday, August 18th
9:00 AM - 11:00 AM | Oak Room
TMC Staff Strategic Planning Meeting
10:00 AM – 3:00 PM | North Ave. Beach
Chicago Air and Water Show
If you’ll be coming into Chicago a little early for the conference, check out the FREE Air and water Show!
12:00 PM - 6:00 PM | Harborside Internatinal
Mulligans Fore Morgan Charity Golf Outing
7:00 PM | Allium Restaurant
TMC Board Dinner
Sunday, August 19th
9:00 AM – 12:00 PM | Oak Room
TMC Board Meeting
9:00 AM – 11:00 AM | Walton, LaSalle & Delaware
Collaboration Lab Meetings
10:00 AM –3:00 PM | North Ave. Beach
Chicago Air and Water Show
If you’ll be coming into Chicago a little early for the conference, check out the FREE Air and water Show!
11:30 AM – 12:30 PM | Harry Carays 7th Inning Stretch
Collaboration Lab Reunion Lunches
1:00 PM - 2:15 PM | State Room
Women's Networking Roundtable Discussion
Discussion Leaders:
Allison Johnston, CMB | Success Mortgage Partners
Sue Meitner | Centennial Lending Group, LLC
Julie Piepho, CMB | Cornerstone Home Lending
Samantha Meyer | First Community Mortgage
Jennifer Peachman | The Mortgage Collaborative
1:00 PM - 2:15 PM | Delaware
Servicing Retained vs Servicing Released - Understanding the Value Proposition
Discussion Leaders:
Michael Steer | Mortgage Quality Management & Research
Kelton Carter | PHOENIX
Bob Hamilton | Glacier Bancorp, Inc.
1:00 PM – 6:00 PM | State Room
Preferred Partner & Lender Member Meetings
Conference space allocated for meetings between Lender Members & Preferred Partners
2:15 PM – 3:00 PM | Walton
TMC's Digital Mortgage Alliance
Discussion Leaders:
Tom Gallucci | The Mortgage Collaborative
Ben Wrona | The Mortgage Collaborative
Brian Fitzpatrick | LoanLogics
2:15 PM – 3:00 PM | LaSalle
Leveraging the Power of the Network: Getting the Most out of Membership with TMC
Discussion Leaders:
Jennifer Peachman | The Mortgage Collaborative
Ashleigh Alexander | The Mortgage Collaborative
3:00 PM – 4:00 PM | Lakeview
Lender Networking Session - Independent Mortgage Bankers (LENDER ONLY)
Discussion Leaders:
Pete Kenny | Jersey Mortgage Company
Scott Milner | US Mortgage Corporation
Jennifer Peachman | The Mortgage Collaborative
3:00 PM – 4:00 PM | Delaware
Lender Networking Session - Banks, Bank Owned & Credit Unions (LENDER ONLY)
Discussion Leaders:
Stan Foraker | First Commonwealth Bank
Greg Grojean | HomeState Bank
Len Wilczeski | Level One Bank
Ashleigh Alexander | The Mortgage Collaborative
4:00 PM – 6:00 PM | LaSalle
Affordable Lending Roundtable Discussion
Discussion Leaders:
Beth Millstein | Fannie Mae
Tammy Trefny | Fannie Mae
Ben Navarro | Fannie Mae
Jeremy Warren | First Community Mortgage
Evan Zuvernik | First Commonwealth Bank
4:00 PM – 6:00 PM | Lakeview
CEO Roundtable - PART I (LENDER ONLY)
Discussion Leaders:
Jim Park | The Mortgage Collaborative
Jason Madiedo | Alterra Home Loans
6:00 PM – 8:00 PM | Grand Ballroom
Opening Reception - Casino Night! (Preferred Partner Spotlight)
Monday, August 20th
7:00 AM – 8:00 AM | Grand Ballroom
Breakfast
8:00 AM – 8:45 AM | Grand Ballroom
Opening General Session - The State of the Network
Jim Park | The Mortgage Collaborative
8:45 AM – 9:30 AM | Grand Ballroom
Opening General Session - Keynote Speaker
Brian D. Montgomery | Commissioner, Federal Housing Administration (FHA)
"HUD & FHA Moving Forward: Affordability, Modernization and Innovation"
9:45 AM – 11:00 AM | Walton
Preferred Partner Lightning Showcase #1
9:45 AM – 11:00 AM | LaSalle
Preferred Partner Lightning Showcase #2
9:45 AM – 10:45 AM | Delaware
The Current Mergers & Acquisitions Climate
Discussion Leaders:
Arthur Prieston, CMB | The Prieston Group
Rob Chrisman | Chrisman, LLC
Mark Stafford
Ryan Abbe | JMP Securities
9:45 AM – 10:45 AM | Lakeview
Preparing for a Paperless Closing Environment
Discussion Leaders:
Michael Cafferky | Fannie Mae
Harry Gardner | Docutech
Scott Gillen, CMB | Stewart
Jennifer Parker | Notarize
Liz Barnicle, AMP | MERSCORP Holding, Inc
11:00 AM – 12:00 PM | Walton
Preferred Partner Lightning Showcase #3
11:00 AM – 12:00 PM | LaSalle
Preferred Partner Lightning Showcase #4
11:00 AM – 12:00 PM | Delaware
Mortgage Marketing Strategies, Trends & Compliance
Discussion Leaders:
Craig Pollack | SocialSurvey
Traci Huntemann-Piatt | Inlanta Mortgage
Eric Skates | Equity Prime Mortgage
Jennifer Peachman | The Mortgage Collaborative
11:00 AM – 12:00 PM | Lakeview
A Look at APIs - Benefits and Values to Adoption
Discussion Leaders:
Satya Addagarla | Fannie Mae
12:00 PM – 1:30 PM | Grand Ballroom
Lunch - Featured Speaker
Douglas G. Duncan | Senior Vice President and Chief Economist - Fannie Mae
1:45 PM – 2:45 PM | Walton
Panel of Washington Insiders
Discussion Leaders:
David Kittle, CMB | The Mortgage Collaborative
Bill Kilmer
1:45 PM - 2:45 PM | LaSalle
Lender Roundtable Discussion: Assessing Borrower Facing Technology Options for Your Company
Discussion Leaders:
Anita Padilla-Fitzgerald | MegaStar Financial Corp
Kelli Scott | Blend
Eric Roman | Nations Lending Corp
1:45 PM - 2:45 PM | Delaware
EFFICIENCY TRACK - Using Data Benchmarking to Manage Your Business More Effectively
Discussion Leaders:
Jason Madiedo | Alterra Home Loans
Lori Brewer | LBA Ware
Owen Lee | Success Mortgage Partners
Allison Johnston, CMB | Success Mortgage Partners
1:45 PM - 2:45 PM | Lakeview
GROWTH TRACK - The Current State of Marketing Servicing Agreements & What Home Buying & Selling May Look Like Five Years From Now (LENDER ONLY)
Discussion Leaders:
Craig Martin | JD Power
Stephen Barton | Eustis Mortgage
Marie Gayo | Trident Mortgage
3:00 PM – 4:00 PM | Walton
First Time Homebuyer Strategies to Grow Your Market Share
Discussion Leaders:
Jeremy Warren | First Community Mortgage
Susan Stein Lascko | Freddie Mac
Tamela Hartsfield | Freddie Mac
Miguel Narvez | Alterra Home Loans
3:00 PM – 4:00 PM | LaSalle
Roundtable Discussion: New Technology - Build or Buy?
Discussion Leaders:
Anita Padilla-Fitzgerald | MegaStar Financial Corp
Will Whitley, AMP | Pulte Mortgage
3:00 PM – 4:00 PM | Delaware
EFFICIENCY TRACK - Best Practices on the Most Efficient Way to Take Loans from Application to Underwriting Submission
Discussion Leaders:
Deborah Sturges | Hallmark Home Mortgage
Craig Ungaro | AnnieMac Home Mortgage
Erik Lutz | AmeriFirst Financial
3:00 PM – 4:00 PM | Lakeview
GROWTH TRACK - Creative, Competitive, Compliant Compensation (LENDER ONLY)
Discussion Leaders:
Lori Brewer | LBA Ware
Ari Karen | Strategic Compliance Partners
Ryan Kube | AnnieMac Home Mortgage
4:00 PM – 6:00 PM | State Room
Preferred Partner & Lender Member Meetings
Conference space allocated for meetings between Lender Members & Preferred Partners
4:00 PM – 6:00 PM | Walton & LaSalle
Collaboration Lab Meetings
6:00 PM – 8:00 PM | Andy's Jazz Club, 11 E Hubbard St, Chicago, IL 60611
Networking Reception
Tuesday, August 21st
7:15 AM – 8:15 AM | Grand Ballroom
Breakfast
8:15 AM – 9:00 AM | Grand Ballroom
Opening General Session - Featured Speaker
Andrew Bon Salle | Executive Vice President - Single-Family Business - Fannie Mae
9:15 AM – 10:00 AM | LaSalle
LOS Integration & Working Towards Uniform Industry Data Sets
Discussion Leaders:
Jonathan Yosha | Ignite Integrations Solutions
Linn Cook | LendingQB
Pete Kenny | Jersey Mortgage Company
9:15 AM - 10:00 AM | Delaware
EFFICIENCY TRACK - Squeezing Every Basis Point Out of Your Loan Sales
Discussion Leaders:
Chris Hippler | Glacier Bancorp, Inc.
Keith Little, AMP | Centennial Bank
Victoria DeLuce | Success Mortgage Partners
Mike Duncan | Compass Analytics
9:15 AM - 10:00 AM | Lakeview
GROWTH TRACK - Recruiting and Developing Great Talent From Outside The Mortgage Industry (LENDER ONLY)
Discussion Leaders:
Chrishawna Cunningham, PHR | Union Home Mortgage
Dan Greiner | FullCircle Placements
Stephen Barton | Eustis Mortgage
10:15 AM – 11:00 AM | LaSalle
Create New Builder Business with Innovative Programs & Hedging Solutions
Discussion Leaders:
Dean Brown | MCM
John Robbins | The Mortgage Collaborative
10:15 AM - 11:00 AM | Delaware
EFFICIENCY TRACK - Constructing The Most Effective P&L Model For Your Company
Discussion Leaders:
Owen Lee | Success Mortgage Partners
Martin Kerr | Loan Vision
Allison Johnston, CMB | Success Mortgage Partners
10:15 AM - 11:00 AM | Lakeview
GROWTH TRACK - Competing & Winning Against The Top Twenty Lenders in America (LENDER ONLY)
Discussion Leaders:
Craig Martin | JD Power
Sue Meitner | Centennial Lending Group, LLC
Bill Case | American Mortgage Service Co.
11:15 AM - 12:15 PM | LaSalle
Lender Networking - Independent Mortgage Bankers (LENDER ONLY)
Discussion Leader:
Jennifer Peachman | The Mortgage Collaborative
Will Whitley, AMP | Pulte Mortgage
Christopher Spaker, AMP | CNB Mortgage Company
Steven A. Milner | US Mortgage Corporation
11:15 AM - 12:15 PM | Delaware
Lender Networking - Banks, Bank Owned & Credit Unions (LENDER ONLY)
Discussion Leaders:
Stan Foraker | First Commonwealth Bank
Greg Grojean | HomeState Bank
Len Wilczewski | Level One Bank
Ashleigh Alexander | The Mortgage Collaborative
11:15 AM - 12:15 PM | Lakeview
Preferred Partner Roundtable
Discussion Leader:
Tom Gallucci | The Mortgage Collaborative
12:15 PM – 1:45 PM | Grand Ballroom
Lunch and Discussion
The Threats that Mortgage Lenders Aren't Paying Enough Attention To
Discussion Leaders:
Rich Swerbinsky | The Mortgage Collaborative
Scott Augenbaum | FBI
Rob Chrisman | Chrisman, Inc.
1:45 PM – 3:00 PM | LaSalle
Protecting Your Company & Customers from the Cyber Bad Guys
Discussion Leaders:
Scott Augenbaum | FBI
Chris Knowlton | Inlanta Mortgage
Lee Brodsky | Mortgage Banking Insurance Group
1:45 PM - 3:00 PM | Delaware
EFFICIENCY TRACK LENDER LAB - Putting it All Together: Lender Groupthink on the Most Effective Ways to Increase Your Firm's Operating Efficiency
Discussion Leaders:
Jason Madiedo | Alterra Home Loans
Owen Lee | Success Mortgage Partners
Allison Johnston, CMB | Success Mortgage Partners
1:45 PM - 3:00 PM | Lakeview
GROWTH TRACK LENDER LAB - Putting It All Together: Lender Groupthink - Best Practices on Achieving Sustained Growth & Competing in 2019 & Beyond
Discussion Leaders:
Rich Swerbinsky | The Mortgage Collaborative
3:00 PM – 5:00 PM | Lakeview
CEO Roundtable - Part II (LENDER ONLY)
Discussion Leaders:
Jim Park | The Mortgage Collaborative
Jason Madiedo | Alterra Home Loans
3:00 PM – 6:00 PM | State Room
Preferred Partner & Lender Member Meetings
Conference space allocated for meetings between Lender Members & Preferred Partners
4:00 PM – 6:00 PM | Walton & LaSalle
Collaboration Lab Meetings
6:00 PM – 8:00 PM | Lux Bar
Closing Reception
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"TMC conferences are always top notch. We always get great nuggets to take back."
Juan Cepeda - EVP, Alterra Home Loans
"Thanks for putting together an awesome conference. We had a great time collaborating, learning, networking and socializing and look forward to continuing our strong partnership with you and the rest of the team at TMC. Here’s to a great 2018! See you at the next conference."
Mike Heino, CMB - SVP, Peoples United Bank
“Had another great time and left with tons of useful information. Great job once again by all of Team TMC! I know how much work that is involved and you guys knock it out of the park every time!”
Len Wilczewski - VP Residential Lending, LevelOne Bank
Additional testimonials from conference attendees can be found by clicking here.
Juan Cepeda - EVP, Alterra Home Loans
"Thanks for putting together an awesome conference. We had a great time collaborating, learning, networking and socializing and look forward to continuing our strong partnership with you and the rest of the team at TMC. Here’s to a great 2018! See you at the next conference."
Mike Heino, CMB - SVP, Peoples United Bank
“Had another great time and left with tons of useful information. Great job once again by all of Team TMC! I know how much work that is involved and you guys knock it out of the park every time!”
Len Wilczewski - VP Residential Lending, LevelOne Bank
Additional testimonials from conference attendees can be found by clicking here.
Special Thank You to our TMC 2018 Summer Conference Sponsors
Title Sponsor
Platinum Sponsors
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Gold Sponsors
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Silver Sponsors
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Bronze Sponsors
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Exclusive Media Sponsor Partner
For information on past TMC Member Conferences, click on the buttons below.
Fairmont Grand Del Mar - San Diego, CA
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Omni Hotel Downtown - Nashville, TN
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Omni Resort at Montelucia - Scottsdale, AZ
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Four Seasons Hotel & Resort - Denver, CO
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