Surviving the Tempest – How to Thrive in the Brave New Mortgage World
August 13, 2008, Prestonwood Country Club, Dallas, Texas Address: THE CREEK 15909 Preston Rd. Dallas, Texas 75248 (972) 239-7111 Presented by: CampusMBA, Mortgage Banking Solutions, Gregg & Valby Mortgage Services, National City Corp., PriceMyLoan and Sanders Morris Harris Group Inc.
Tentative Agenda
10:30 a.m.-11:00 a.m. Registration 11:00 a.m.-4:00 p.m. Panelists 12:15 p.m. Lunch
Tentative Order of Events
Welcoming Comments & Introduction of Speakers and Topics Speaker: Dave Lykken, Managing Partner & President, Mortgage Strategies, Mortgage Banking Solutions Topics covered: Market landscape and pertinence of workshop topics. Industry Status Speaker: Dave Lykken, Managing Partner & President, Mortgage Strategies, Mortgage Banking Solutions Topics covered: Who are we and where are we going? Efficient Operations Speaker: Jackie Adams, Chief Operations Officer, Gregg & Valby Topics covered: Foundations of successful mortgage banking. Accurate Accounting Speaker: Andrew J. Schell, CPA, CMB, Managing Partner and President, CFO2Go, Mortgage Banking Solutions Topics covered: Foundations of successful mortgage banking.
Technology Speaker: John Campbell, National Sales Manager, PriceMyLoan.com Topics covered: Product underwriting and pricing tools. FHA Products Speaker: Alice Alvey, Instructor and FHA Expert, CampusMBA Topics covered: FHA products for today. Pipeline Hedging Speaker: Bill Sias, Senior Vice President, Department Co-Head, Fixed Income Division, SMH Capital Topics covered: Maximizing the profit within your pipeline. Warehouse Lending Speaker: Paul Best, Senior Vice President, National City Topics covered: Funding your loans. Begin With the End in Mind Speaker: Chuck Klein, Managing Partner, Mortgage Banking Solutions Topics covered: Creating an exit strategy. Wrap-up: So What Now? Speaker: Dave Lykken, Managing Partner & President, Mortgage Strategies, Mortgage Banking Solutions