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Thank you to everyone that joined us for another spectacular conference! We look forward to seeing you in Austin for the 2019 TMC Winter Conference. |
2018 Summer Conference
August 19 - 21 | Four Seasons, Chicago
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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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