AGENDA

Thursday September 23 - Connect

Agenda Subject to Change

Women's Mortgage Network Summit (Tickets Required)
Raphael 1, 2, 3 (near Renaissance Foyer)

For Women in the Wholesale Mortgage Channel Only

Sponsored by Homepoint and Class Valuation

11:00 AM - 12:00 PM

WOMEN'S MORTGAGE NETWORK SUMMIT BRUNCH & NETWORKING

12:00 PM - 12:10 PM
 

AIME OPENING REMARKS
Katie Sweeney, CEO of AIME

 

Welcome to the Women’s Mortgage Network Summit with opening remarks from AIME Leadership.

12:10 PM - 12:30 PM

MEET YOUR NEIGHBOR

Candace Morris, Director of Membership at AIME
Elena Boland, Chair, WMN Committee

 

Build new relationships with this networking activity designed to introduce you to other professionals attending the Summit.

12:30 PM - 1:00 PM
Panel

WORK & LIFE: A BALANCING ACT

Moderator:      Katie Sweeney, CEO of AIME
Panelists:         Arlicia Jones, Broker Owner at Elite Lending Solutions
                          Ashley Miller, Business Development Manager at GTG Financial

                          Barb Multari, Broker Owner at Pathway Mortgage Group


This panel session will dive into a variety of perspectives that many female professionals face and provide strategies to help you craft a balancing act that works for you.

1:00 PM - 1:10 PM
Activity

TIME MASTER OR DISASTER

Candace Morris, Director of Membership at AIME
Elena Boland, Chair, WMN Committee

 

Uncover exactly how and where you spend your time with this thought-provoking, hands-on activity.

1:10 PM - 1:40 PM
Activity

DESIGNING YOUR LIFE

Laura Brandao, President of AFR Wholesale
Margarita Randell, Processing Manager and COO at Global Equity Finance, Inc.


Hear from these experienced and accomplished women how they approach the unknown with an intentional attitude to design the life they want. 

1:40 PM - 1:50 PM
Activity

BUILDING YOUR BALANCE SHEET

Candace Morris, Director of Membership at AIME
Elena Boland, Chair, WMN Committee

 

Have you ever wanted to plan the next steps of your success? In this activity, reflect on what you've learned during the previous session to bring insight and intention into your career planning.

1:50 PM - 2:15 PM
Panel

 

FORGING YOUR OWN PATH

Moderator:       Christine Beckwith, President & COO of 20/20 Vision for Success
                           Coaching & Consulting
Panelists:          Amie Dusa, 
Principal Broker at Educated Investors Finance
                           Corporation
                           Melanie, Walburg, Broker Owner & Sr. Loan Officer at Destiny
                           Mortgage Lending


Build upon the work you’ve done in today’s activities to chart a course of action for your personal life and professional career. In this session, hear from other professionals to learn how they took the plunge to forge ahead in their lives.

2:15 PM - 2:30 PM

BREAK

2:30 PM - 3:00 PM
Presentation

DEVELOPING YOUR PERSONAL BRAND

Toi Sweeney, Founder and Chief Style Officer of The Well Dressed Brand LLC

Learn from expert brand developer and fashion stylist exactly how to cultivate the presence that you want to communicate to the world.

3:00 PM - 4:00 PM

KEYNOTE SPEAKER

Paige Chenault, Founder and CEO of The Birthday Party Project

Join Paige Chenault, founder of the Birthday Party Project, for a candid conversation on imposter syndrome, getting out of your own way, and stepping into your power as a professional woman.

Happy Hours & Receptions

4:00 PM - 6:00 PM
Renaissance Foyer

WMN Summit Reception (Open to everyone)

5:00 PM - 7:00 PM
Grand Patio

Leadership Happy Hour (Invite Only)

7:00 PM - 10:00 PM
The Club (formerly The Bank at the Bellagio Hotel & Casino)

Kick-Off Reception (Invite Only)

Friday September 24 - Grow

Agenda Subject to Change

7:00 AM - 6:00 PM

REGISTRATION OPEN (Registration Counters 3 &4)
EXHIBIT HALL(S) OPEN (Exhibit Hall Blue & Exhibit Hall Orange)

VIP LOUNGE OPEN (Raphael 3)

HEADSHOTS (Exhibit Hall Blue)

8:00 AM - 9:15 AM
Exhibit Hall Blue & Exhibit Hall Orange

REFRESHMENTS

9:15 AM - 9:45 AM
Grand Ballroom

DOORS OPEN TO GENERAL SESSION

9:45 AM - 10:00 AM
Opening Remarks
Grand Ballroom

Sponsored by AIME

AIME OPENING REMARKS 

Katie Sweeney, CEO of AIME
Marc Summers, President
Brendan McKay, President of Broker Advocacy

 

Welcome to AIME Fuse 2021 with opening remarks from AIME Leadership.

10:00 AM - 11:00 AM
Spotlight Speaker
Grand Ballroom

Sponsored by REMN Wholesale

BARRY HABIB, FOUNDER & CEO OF MBS HIGHWAY
“Exponential Growth By Removing Points Of Friction”

Gaze into the future of the housing market with cutting edge expert Barry Habib. A three-time Crystal Ball Award Winner, Habib predicts market rates and forecasts the twists and turns of the market so you can future-proof your business.

11:00 AM - 11:45 AM
Panel Session
Grand Ballroom

Sponsored by AIME

FROM BRAWL TO BROKERS ARE BETTER: A HISTORY OF WHOLETAIL

Moderator:      Katie Sweeney, CEO of AIME
Panelists:         Anthony Casa, President & CEO of UMortgage
                          Jackie Dunlap, Broker Owner at Next Generation Home Loans
                          Matt Gougé, Mortgage Loan Originator at Answer Home Loans
                          Pablo Martinez, CEO of Equity Smart Home Loans

 

Brokers Rallying Against Wholetail Lending (BRAWL) was a movement created to hold retail banks and lending corporations accountable for predatory practices. In this session, you’ll learn about the rallying cry that broke wholetailing and built our Brokers Are Better community.

11:45 AM - 12:00 PM
Grand Ballroom
 

AIME REMARKS

12:00 PM - 1:45 PM
Exhibit Hall Blue & Exhibit Hall Orange

LUNCH
EXHIBIT HALLS OPEN

12:15 PM - 12:55 PM

BREAKOUT SESSIONS

Connect
DaVinci 1 & 2

Sponsored by Plaza Home Mortgage

HOW TO BUILD REAL ESTATE AGENT RELATIONSHIPS THAT STICK

Moderator:       Ernie Graham, CEO & Co-Founder of Homebot
Panelists:          Heath Graves, Managing Broker at RLAH
                           Heather Mahmood-Corley, Team Manager at Redfin

 

How do you build referral partnerships with real estate agents that stand the test of time? This panel featuring top broker partners will give you tips on exactly what your referral partners want from you – directly from the source!

Empower
Raphael 1

Sponsored by RCN Capital

STAY AHEAD OF THE REGULATORY CURVE:
COMPLIANCE Q&A 
 

Ari Karen, Principal, Financial Institutions Regulatory Group, Offit Kurman & CEO of Strategic Compliance Partners

Navigate the complex mortgage regulations facing your business with Ari Karen, our top compliance expert with decades of experience.

12:15 PM - 12:35 PM

BREAKOUT SESSIONS

Grow
Raphael 2

Sponsored by leadPops

HOW TO GROW: VIDEO MARKETING FOR BEGINNERS

Ryan Ehler, Senior Loan Officer at Price Mortgage

Whether you're starting from scratch or investing in your own studio, learn how to get started with video marketing from an experienced member of the broker community.

12:35 PM - 12:55 PM

BREAKOUT SESSIONS

Grow
Raphael 2

Sponsored by FundLoans

HOW TO GROW: STOP LEAVING MONEY ON THE TABLE

Moderator:      Chad Ruyle, President of FundLoans
Panelists:         Cara Destefano, Regional Sales Manager at REMN
                          Wholesale
                          Mike Socha, President & CEO of the Socha Lending Group
                          Nick Covington, Broker Owner of Best Suited Mortgage                 


Expand your knowledge of niche mortgage products – whether it's Non-QM, Reverse, Bridge loans, or other non-traditional options. Learn all the benefits of diversifying your product offerings to help more clients, give yourself a competitive edge with referral partners and close more business. 

12:55 PM - 1:15 PM

BREAKOUT SESSIONS

Connect
DaVinci 1 & 2

Sponsored by Guaranty Home Mortgage

CHANGING FACES: GO WHERE OTHERS AREN'T

Greg Oliven, Chief Technology Officer of Polygon Research
Lyubomira Buresch, Founder & CEO of Polygon Research


The picture of the average homeowner has changed drastically over the last 10 years, and a large portion of this population is simply undermarketed. Learn who these untapped audiences are, where they are, and what's important to them.

Grow
Raphael 2

Sponsored by Windsor Mortgage Solutions

COMPETING (AND WINNING) AGAINST CALL CENTERS

Moderator:       Karis Koehn, VP of Partnerships at AIME
Panelists:          Bill Rice, CEO of Kaleidico
                           Scott Schang, Co-owner at BuyWise Mortgage and                           
                           Founder of FindMyWayHome.com


Get an inside look at the common practices of big retail call centers and identify effective strategies to combat them. In this session, you'll discover key tactics to level the playing field and enhance brokers' biggest weapon.

Empower
Raphael 1

Sponsored by Finance of America

HOW TO GROW: CULTURE OVER COOKIE-CUTTER

Robert Lynn, Managing Partner of Future Home Loans

You've hired the best of the best – now it's time to nurture top talent through strong company culture and proper training. Hear tips to help you stand out from other companies, motivate your employees and establish a winning team.

1:45 PM - 1:50 PM
Grand Ballroom

AFTERNOON KICK-OFF

1:50 PM - 2:20 PM
Panel Session
Grand Ballroom

Sponsored by Class Valuation & First Look

UNITED STATES OF APPRAISALS

Moderator:        Brendan McKay, AIME President of Broker Advocacy
Panelists:           Class Valuation Leadership
                            First Look Leadership


Originators are facing steep challenges with AMCs and need help navigating the current appraisal landscape. Now’s your chance to hear directly from leaders of the top appraisal companies as they address your concerns for today and the future.

2:20 PM - 3:00 PM
Panel Session
Grand Ballroom

Sponsored by CF Wholesale

MARKETING MASTERS: DEVELOPING A BRAND THAT SETS YOU APART

Moderator:       Andrew Pawlak, CEO & Co-Founder at leadPops
Panelists:          Ben Lavender, Team Leader/ Sr. Loan Officer at
                           Madison Mortgage 
                           Claire Mahoney, Vice President & Independent Mortgage
                           Broker at Mortgage First Corporation
                           Mike Cox, Mortgage Broker/Owner at Mortgage Nerds



Take the guesswork out of marketing by learning actionable strategies that you can implement on social media today! Hear tried and true tactics from top marketers in the broker channel to start building a mortgage brand that borrowers remember.

3:00 PM - 4:00 PM
Grand Ballroom

​​​​​​​Sponsored by AIME

KEYNOTE SPEAKER
Molly Bloom
Inspirational Keynote Speaker, Entrepreneur and Bestselling Author of Molly’s Game

“Make Every Customer Feel Like A High Roller”

Uncover the secrets behind making every client feel like your ONLY client. With help from Molly Bloom, famed author of Molly's Game and former underground poker game organizer to the stars, learn how you can provide an unforgettable experience to every borrower you work with.

4:00 PM - 4:05 PM
Grand Ballroom

AIME CLOSING REMARKS

4:00 PM - 6:00 PM
Exhibit Hall Blue

EXHIBIT HALL HAPPY HOUR

4:15 PM - 6:15 PM
Grand Patio

VIP MEET & GREET WITH MOLLY BLOOM 
(For VIP Ticket Holders Only)

Saturday September 25 - EMpower

Agenda Subject to Change

7:00 AM - 2:00 PM
Registration Counters 3 & 4

REGISTRATION OPEN

7:00 AM - 6:00 PM

EXHIBIT HALL(S) OPEN (Exhibit Hall Blue & Exhibit Hall Orange)
VIP LOUNGE OPEN (Raphael 3)
HEADSHOTS (Exhibit Hall Blue)

7:15 AM - 8:30 AM
Exhibit Hall Blue & Exhibit Hall Orange

BREAKFAST

8:30 AM - 9:00 AM
Grand Ballroom

DOORS OPEN TO GENERAL SESSION

8:45 AM - 9:00 AM
Opening Remarks
Grand Ballroom

AIME DAY 2 WELCOME
Marc Summers, President of AIME

Welcome to day two of AIME Fuse 2021 with opening remarks from AIME Leadership.

9:00 AM - 9:30 AM
Panel Session
Grand Ballroom

Sponsored by PRMG

HOW TO GROW: BUILDING A BULLETPROOF MORTGAGE PROCESS

Moderator:      Brendan McKay, AIME President of Broker Advocacy 
Panelists:         Evan Einhorn, President & Loan Officer at Modern Home Lending
                          Lisa Lund, Broker Owner at Lund Mortgage Team, Inc. 
                          Nate Davis, President at The Florida Mortgage Firm



Whether you're a one-man shop or an established brokerage with a large team, you need efficient processes that will set you up for success. In this session, you will hear from operational experts and learn how to design and implement a system that will help you optimize your operations.

9:30 AM - 10:00 AM
Grand Ballroom

​​​​​​​Sponsored by AIME

KEYNOTE SPEAKER
Katie Sweeney, CEO of AIME

Tune in to the riveting keynote event from AIME Leadership as we highlight the biggest moments of the broker channel from the past year and showcase what’s ahead for brokers.

10:00 AM - 10:30 AM

BREAK

10:30 AM - 11:00 AM
Panel Session
Grand Ballroom

Sponsored by EPM

YOUNG DISRUPTORS: MEET THE NEXT GENERATION OF ORIGINATORS

Moderator:       Candace Morris, Director of Membership at AIME
Panelists:          Amer Bally, President of the Bally Team
                           Angela Caputo, Independent Mortgage Broker at Delaware     
                           Financial Capital Corporation
                           Tyler Hodgson, President of NXT Mortgage Company
                           Jeremy Harridath, Founder & CEO of Peace Home Lending & My
                           Peace Foundation



Meet the industry's freshest faces who are here to shake things up! This session will introduce the thought leaders of tomorrow – the next generation of originators, operations experts and business leaders who are affecting change and paving the way for the future of the broker channel.

11:00 AM - 12:00 PM
Grand Ballroom

Sponsored by UWM

KEYNOTE SPEAKER
Mat Ishbia
CEO & President of UWM


Hear from the leader of the #1 wholesale lender in the mortgage industry as he shares his insights for the future of the broker channel.

12:00 PM - 1:30 PM
Exhibit Hall Blue & Exhibit Hall Orange

LUNCH

EXHIBIT HALLS

   

12:15 PM - 12:55 PM

BREAKOUT SESSIONS

Connect
DaVinci 1 & 2

Sponsored by Flagstar Bank

BRINGING BROKERS VOICES TO CAPITOL HILL: 
AIME'S GOVERNMENT AFFAIRS COMMITTEE


Moderator:      Marc Summers, President of AIME
Panelists:         Brendan McKay, AIME President of Broker Advocacy
                          Corrina Carter, Owner of CMS Mortgage Solutions Inc. 
                          Matt McGinley, Principal at Advanced Policy Consulting
                          Melinda Payan, President of The Truth About Lending


Get a seat at the table with AIME's Government Affairs Committee, where we bring your voice directly to Capitol Hill. Join a collaborative dialogue with Committee leaders and discuss the issues that matter most to YOU.

12:15 PM - 12:35 PM

BREAKOUT SESSIONS

Empower
Raphael 1

Sponsored by EPM

HOW TO MEET THE NEEDS OF HISPANIC HOMEOWNERS

Moderator:      Eddy Perez, CEO of EPM
Panelists:         Amorette Hernandez, Manager/Mortgage Broker at Arizona                                        Lending Specialists
                          Andres Munar, Co-founder at Keystone Alliance Mortgage
                          Jerry Avila, Mortgage Loan Originator at True Path Loans



Hispanic and Latino communities are rapidly growing, with homeownership rates continuing to skyrocket for the sixth consecutive year. This collaborative session will help brokers connect with these communities by encouraging thought-provoking conversations to identify what's needed in the industry in order to better support Hispanic borrowers.

Grow
Raphael 2

Sponsored by Princeton Wholesale

HOW TO GROW: TAKING THE GUESSWORK OUT OF TECH STACKS

Evan Wade, President & CEO of Epoch Lending
Tashara Turpin, Broker Owner of Infinity Home Loans Group


Don't let the fear of technology keep you in the dark ages. Learn how to compete with retail by adding the right tools to your technology toolbox. In this session, hear how your peers started from scratch and built their tech stacks to take their business to the next level.

12:35 PM - 12:55 PM

BREAKOUT SESSIONS

Empower
Raphael 1

Sponsored by Vetted VA

MAKE IT YOUR MISSION TO BETTER SERVE VETERANS

Chris Griffith, Owner of Debt Does Deals

Vetted VA leaders are here to reveal the classified knowledge you need to support your veteran neighbors. Earn your stripes in this can't-miss panel with exclusive access to VA experts and learn how to serve those who have served you!

Grow
Raphael 2

Sponsored by RCN Capital

HOW TO GROW: RECIPES FOR RECRUITING TOP TALENT

Moderator:     Jamie Cavanaugh, COO of Amerifund Home Loans
Panelists:        David Temko, President & Managing Director at C2 Financial Corp
                         Mike Kortas, CEO of NEXA Mortgage
                         Ramon Walker, Broker Owner of Educate Mortgage
    

Looking to identify, attract, and recruit top talent? Discover how in this panel featuring experts from top brokerages known for their recruiting success. They will discuss strategies designed to level up your business so candidates naturally gravitate to you.

12:55 PM - 1:15 PM

BREAKOUT SESSIONS

Empower
Raphael 1

Sponsored by My Credit Guy

FACT OR FICTION: HOMEOWNERSHIP IS OUT OF REACH FOR BRUISED CREDIT BORROWERS

Sam Parker, CEO of My Credit Guy

No credit? Low credit? Bruised credit? No problem. Learn how to serve the borrowers that retail rejects. This panel will debunk common credit myths and help you navigate the multiple paths to homeownership for clients with credit challenges.

Grow
Raphael 2

Sponsored by AFR Wholesale

DON'T BE A BOSS, BE A LEADER
Christine Beckwith, President & COO of 20/20 Vision for Success Coaching & Consulting

Catapult your personal and professional development with tips from expert leadership coach, Christine Beckwith. She will outline how to incorporate leadership strategies into all roles across the mortgage industry to help you achieve your full potential.

1:25 PM - 1:30 PM
Grand Ballroom

AFTERNOON KICK-OFF

1:30 PM - 2:00 PM
Grand Ballroom

​​​​​​​Sponsored by AIME

KEYNOTE SPEAKER
Earvin "Magic" Johnson
Chairman & CEO of Magic Johnson Enterprises (MJE)

2:00 PM - 3:00 PM
Panel Session
Grand Ballroom

Sponsored by Homepoint

LESSONS FROM TOP PRODUCING POWERHOUSES: 
ACHIEVING MAXIMUM SUCCESS


Moderator:      Brendan McKay, AIME President of Broker Advocacy
Panelists:         Katrina DiBiase, Senior Loan Officer at Northstar Mortgage Group                             Scott Valins, Co-Founder & CEO of Go Rascal
                          Tom Ahles, Managing Partner at Edge Home Finance
                          W. Todd Bitter, 
Broker/Branch Vice President of JKS Mortgage

$500,000,000+ and 1,500 units in 2020 Production on one stage to tell you specifically how they went from successful Loan Officer to Mortgage Rockstar. Learn what they did, how they did it, and how you can implement it into your success plan.

3:00 PM - 4:00 PM
Grand Ballroom

​​​​​​​Sponsored by AIME

KEYNOTE SPEAKER
Simon Sinek
Renowned Leadership Expert and Author of Start With Why and The Infinite Game

4:00 PM - 4:05 PM
Grand Ballroom

GENERAL SESSION CLOSING

4:00 PM - 6:00 PM
Exhibit Hall Orange

OFFICIAL EXHIBIT HALL CLOSING RECEPTION

4:10 PM - 5:30 PM
Grand Patio

VIP Q&A WITH SIMON SINEK
(For VIP Ticket Holders Only)
Masks are required