Schedule of Events
Unless otherwise noted, all events will take place at the
Sheraton Seattle or the Washington State Convention and Trade
Center.
Wednesday | Thursday | Friday
| Saturday
| Sunday
| Monday
SESSION INFORMATION
A strong program was put together by your convention committee to
allow you to pick areas that are of interest to you and your
business. What niche products can you add to your current offerings?
What are the latest trends in the mortgage industry? Learn from
these leaders what you can do to become more successful.
There are three tracks in the breakout sessions:
Broker/Owner – BO Sessions are designed to increase
productivity, knowledge and efficiency of your daily
operations.
Loan Officer – LO Sessions are designed for a better
understanding of products, programs available in today’s market and
professional growth.
Account Executive – AE Sessions are designed to better
understand the workings of a broker shop and to improve the
communication to enhance your business.
These tracks are just a suggestion; any attendee is welcome to
attendee any of the breakout sessions.
We hope this helps your business reign – enjoy the program!
WEDNESDAY, JUNE 20
3p.m.
NAMB Board Meeting
THURSDAY, JUNE 21
7:30a.m.
NAMBPAC Golf Outing
Buses depart at 7:30 am from Sheraton Seattle Hotel
and Towers
The NAMB PAC Golf Outing will give players the opportunity to
experience championship golf and scenic views. The course, draped in
the shadow of Mount Rainier is less than a half hour from Seattle.
Breakfast will get you started in the morning, beverage carts will
keep you going throughout the course and lunch will satisfy your
hunger at the end of the round. In addition, there will be
challenges along the way such as longest drive, closest to the pin,
straightest drive and hole in one contests! (Please note that
this event is not included with your full registration; you must
register and pay separately for this event.)
6:30p.m. – 9:30p.m. Pre-Convention Reception at the
Space Needle Sponsored by First Magnus Financial
Corporation
Join us 520’ above the ground at the Space Needle’s O-Deck.
Snow-capped Mt. Rainier, the Cascade and Olympic Mountains, Lake
Union and Elliot Bay are just some of the sights you’ll see from the
360 degree panoramic view. In addition to the spectacular views,
enjoy the pre-convention reception and buffet dinner as you mix and
mingle with friends from the past and make new
acquaintances. (Please note that this event is not included with
your full registration; you must register and pay separately for
this event.)
FRIDAY, JUNE 22
7:30a.m. – 4p.m.
Education Registration
8a.m. – Noon
Committee
Meetings
(NAMB Board meeting to take place on Wednesday afternoon, June
20th, at the Sheraton Seattle.)
Click
here for Committee Schedule
8a.m. – Noon Education TILA, Ethics,
RESPA
8a.m. – 5p.m.
Education
FHA
9a.m. – Noon
Certification
Workshop
(There is no charge for this workshop, but you must
pre-register by on the
NAMB Web site.)
Noon – 7p.m. Registration
1p.m. – 3p.m.
Education
Introduction to Commercial Lending, Identity Theft, Introduction
to Credit Scoring, Reverse Mortgages
1p.m. – 5p.m.
Education
Shut the Door on Fraud
2:30p.m. – 5:30p.m. NAMB Delegate Council
3:30p.m. – 5:30p.m.
Education
RML Case 1, Ethics: An Introduction
7p.m. – 9p.m. Opening Reception The Museum
of Flight
Your spirits will soar at the Opening Reception! Mingle and dine
among some of the world’s most significant flying machines including
a replica of the first Boeing aircraft, a World War II Corsair and
the famous Blackbird spy plan. Mix with fellow attendees under a
DC-3, a replica of the Wright Brothers’ glider, the first supersonic
jet fighter and 20 other full-size airplanes.
The Opening Reception is included in all full registrations
including Member, Non-Member, Full Conference Exhibitor and Guest
registrations.
9:30p.m. – 11:30p.m. NAMBPAC Auction
Continue celebrating after the Opening Reception by attending the
NAMBPAC Auction. Enjoy yourself as you support your association’s
political action committee with one-of-a-kind items.
SATURDAY, JUNE 23
7a.m. – 5p.m. Registration
7a.m. – 9a.m. Education RML Case 2
7:30a.m. – 9:15a.m. Broker Roundtables
Broker Roundtables are a great way to have an “idea exchange”
with colleagues from different parts of the country. Select your
group, sit down and be prepared to share as well as learn.
Roundtable topics to include:
Marketing An open discussion covering:
Buying Leads – Do you get what you pay for?; Referral Marketing –
How do you make past clients your raving fans? and Advertising –
What works for you: Yellow Pages? Real estate magazines? Newspaper?
Radio? TV?
Correspondent Lender An open discussion
covering how do you do it; why should you or why shouldn’t you and
what role does potential legislation play?
Personnel Open discussion covering: How to
recruit and retain quality people, big business tips on letting
people go, cost-effective benefit packages and how to make your
office a great place to work.
9:30a.m. – 11:30a.m. General Session
I Featuring Flying Fish and bizFutures Sponsored by
Countrywide, America’s Wholesale Lender
In the spring of 1986, Pike Place Fish Company in Seattle’s
Public Market was on the verge of bankruptcy. In addition to his
retail store, the owner, John Yokoyama, had started a wholesale fish
operation and within a very short time had gone deeply into
debt.
Jim Bergquist, of bizFutures, began coaching John
Yokoyama and the fishmongers in developing an empowering company
culture. One of the first steps for Pike Place Fish was to create a
vision of the future that inspired them. The fishmongers were
inspired by the prospect of being ‘world famous – in a way that
makes a profound difference for people.” Along the way they have
discovered how to communicate effectively and how to coach in a way
that leaves their team members empowered. They’ve discovered what it
really means to make a difference for the people they serve. They’ve
also learned what it takes to break records and to go beyond what
everyone thought was possible.
Today, Pike Place Fish continues to generate record-breaking
performances in sales and profitability. Not only that – its
fish-throwing staff have been featured in People Magazine, Fast
Company Magazine, Free Willy, ESPN, Good Morning American, CBS’s
Sunday Morning and many more. They’ve been captured on film and
written about by filmmakers and journalists from all over the world.
The Fish Market has been named by CNN as the #1 Most Fun Place to
Work in the US. Their company’s work culture has become a favorite
subject for case studies in business schools. They have become a
legend in the corporate training industry.
11:45a.m. – 1:15p.m.
Industry Partner Sessions
American Brokers Conduit – Platinum Industry Partner
Tools To Help You Sell
Speakers: Lisa Schreiber & Kim Collins
Learn about the broker tools that can help streamline and advance
your business – right from your desktop! In this informative
session, leading sales and marketing executives, Lisa Schreiber,
American Brokers Conduit, EVP of Wholesale, and Kimberly Collins,
American Brokers Conduit, VP of Marketing, take you through
powerful online resources that will increase your knowledge
and give you the tools you need to grow your business.
Carteret – Gold Industry Partner
Building Originations for Life
Speaker: Eric Weinstein
Surviving downturns in the mortgage industry when there are
less deals to go around. You must be able to maintain a lower
breakeven volume while still retaining the services needed for
excellent customer service. Let us show you how we do it.
Countrywide, America’s Wholesale Lender – Double Platinum
Industry Partner
Industry Trends with Countrywide, America’s Wholesale Lender
In the current market environment, educating yourself on current
industry trends is more vital than ever to the success of your
business. We invite you to join us for an informative session
where key Countrywide executives will be on hand to analyze
current trends and their potential impact on your business.
Lunch will be served.
Freddie Mac – Platinum Industry Partner
Helping You Achieve Success Every Step of the Way
Speaker: Charles Coulter
Please join Freddie Mac’s Vice President of Single Family as
he shares with you compelling information on how Freddie Mac
is working with you every step of the way to help you create
more opportunities for the homebuyers in your community. Learn
how we can help you realize more possibilities for your business
through a wide range of mortgage products including Freddie
Mac’s Home Possible® Mortgages, Loan Prospector® and
an advanced wholesale network that helps you capture more business
in a changing market.
1:30p.m. – 3p.m. Breakout Sessions
How to Be a Better Mortgage Broker
Speaker: Steve Richman
Track: BO
Sponsored by Genworth
How to Be a Better Mortgage Broker is about helping loan officers
grow their business and get more volume. Topics in this session
include: Creating a growth business plan for yourself by knowing
exactly what’s going on the market; Understanding why “generalist”
marketing is inefficient when you can “target” market yourself
as an expert; Discovering what types of people live where they
work so you can fine-tune your specialty; Creating powerful
partnerships by working with Realtors, Attorneys and business
owners, who can advertise and promote your services; Preparing
to target your products to the specific needs of your borrowers
and differentiating yourself by identifying what it is that
makes you unique and special.
Reach More Borrowers with Fannie Mae’s Mortgage Products
& Technology Tools Speaker: Steve Linville Track:
BO, LO Sponsored by Fannie Mae
In this session, you will learn how a variety of Fannie Mae
mortgage products and options can solve your most challenging
business needs and clients’ demands. Fannie Mae’s newest product
offerings – interest-only and 40-year mortgages – provide flexible
and affordable solutions for borrowers who may want to refinance out
of an option ARM or a 2/28 ARM. If you want to grow your
business, work more efficiently with your sponsoring lenders,
improve your efficiency and your competitive edge, don’t miss this
breakout session.
Missed Opportunities in Small Commercial
Lending Speaker: Ski Swiatkowski Track: BO,
LO Sponsored by Silver Hill Financial and InterBay Funding
Are you looking for a way to dramatically increase your income?
Working a market segment that has been under-served by the lending
community can be a very profitable business strategy. This session
will show you why small commercial real estate and income property
lending may be the perfect addition to your residential efforts.
Less competition, less restrictions and larger commissions are some
of the aspects that make doing commercial loans an outstanding
opportunity. Join Ski Swiatkowski of InterBay Funding for an
information packed session that will show you how to get started in
one of the best kept, profitable secrets in the mortgage
industry.
1:30p.m. – 5:30p.m. Education Credit
Scoring
3:15p.m. – 4:45p.m. Breakout Sessions
Government Affairs Update
Moderator: Joe Falk, CMC, CRMS
Track: BO, LO, EXEC
NAMB is committed to aggressive representation in Washington,
DC. In this time of great activity, hear the latest information
on what Washington has in store for mortgage brokers, lenders,
bankers and the secondary markets. Will there be legislation
addressing predatory lending, trigger leads and affiliated business
arrangements? Will there be a moratorium on foreclosure actions?
Will Fannie Mae and Freddie Mac rescue deserving homeowners
in trouble? Will the FHA program be revitalized? Hear the latest
from a panel of experts.
A Case for National Reform
Speaker: Doug Davies
Track: BO, LO
Sponsored by Scotsman Guide
Rising interest rates, a decline in home sales and a deceleration
of home values has created a ‘perfect storm’ in the mortgage
industry causing havoc for some of our largest lenders and brokers.
This program will review some of the obstacles brokers will
face in the current environment, including a declining number
of lenders and increasing demands to buy-back bad loans. Learn
what you should look for and what you should do to navigate
your way through the current chaos. The Construction Industry: Expand Your Business with
Custom Home, Subdivision and Developer Tailored Mortgage
Products
Speaker: Paul Hoffman & Chris Newkirk
Track: BO, LO
Sponsored by Indymac Bank
The dynamic growth opportunities present in the construction
industry are being fueld by an increasing demand for various
mortgage products. From lot loans to custom home and subdivision
loans, this $438 billion-plus market is loaded with opportunities
right in your own backyard. Moreover, as the supply of land
becomes more constrained, infill subdivision and rehab projects
are rapidly increasing in popularity. Become an expert in this
arena and leverage your experience. Join us for this informative
session to learn where to find these opportunities and the products
that can differentiate you from the competition.
SUNDAY, JUNE 24
7a.m. – 6:30p.m. Registration
7:30a.m. – 9:15a.m. Broker Workshop
Gold In Your Filing Cabinet: Mining Your
Database Speaker: Greg Incardona Track: BO, LO,
AE Sponsored by Follow Your Customer
Staying in touch with your customers is a key component in
today’s marketplace. You have a database of customers and they can
be a great source of renewed and new business. In this session, Greg
Incardona will teach you how to effectively build AND use your
database to make more money.
9:30a.m. – 11a.m. General Session
II “NOBODY MOVED YOUR CHEESE!” Featuring Ross
Shafer
Ross Shafer says, “Success is your own fault. We shouldn’t look
outside ourselves for quick answers or easy motivational formulas.”
This is a program about accountability and taking personal
responsibility for your own success. He was a small town pet store
manager whose dream was to become a network talk show host like his
idol, Johnny Carson. In less than six years of focused effort, his
dream came true when he was named host of the Fox Late Show – where
he competed head-to-head in the late night wars against Johnny
Carson and David Letterman. In this program you’ll learn: 1) Why the
world needs focused experts like you. 2) How to exploit your hidden
talents. 3) How to tap into the enthusiasm of your coworkers. 4) How
to get your customers to accelerate your career for you. 5) How to
Self-Motivate by example.
Ross Shafer is a 6-time Emmy award winning network talk show host
and comedy writer who has turned that same discipline to excellence
toward the corporate marketplace. He has written and produced 14
human resource training films on customer service, leadership and
sales.
11:15a.m. – 12:45p.m.
Industry Partner Sessions
DecisionOne, Member HSBC Group – Platinum Industry
Partner
How to Win in the Nonconforming Market Space
Learn new ideas on how to prosper in today’s marketplace.
This seminar will introduce key tips for winning customers,
offering the right products and moving ahead in the nonconforming
business.
1st Metropolitan Mortgage – Gold Industry Partner
The Myths and Truths of Net Branching
Speaker: Daniel Jacobs
Unbiased and useful information for everyone in the mortgage
industry as a tool for understanding net branching. Should you
become part of a net branch network? Get good information from
an expert.
InterBay Funding – Gold Industry Partner
Commercial Lending – The Secret to Surviving a Troubled Residential
Market
Speaker: Art “Ski” Swiatkowski
Is your residential origination volume down? Would you like
to tap into a very profitable market segment to bolster revenue?
This session will show you why small commercial real estate
and income property lending may be the perfect addition to your
product menu. Less competition, less restrictions and larger
commissions are some of the aspects that make dong commercial
loans an outstanding opportunity. Join Ski Swiatkowski of InterBay
Funding fro an information-packed session that will show you
how to get started in one of the best kept, profitable secrets
in the mortgage industry.
Vanguard Mortgage & Title, Inc. – Gold Industry
Partner
Vanguard – The Partnership for the Future
Speaker: Michael Knight
The ONLY true national mortgage PARTNERSHIP invites owners
of mortgage companies to hear about a true wealth creation business
model commonly used in other industries for decades. Come learn
about national and international lending capabilities, revenue
sharing for insurance title insurance and other profit centers,
plus an incredible exit strategy that can benefit owners, their
loan officers and all of their staff. We are quickly becoming
an industry powerhouse establishing unprecedented competitive
advantages for our partners…A Remarkable Partnership for Remarkable
People!
This session is designed for Brokers.
1p.m. – 2:15p.m. Breakout Sessions
Reverse Mortgages
Speaker: David Hickey
Track: BO, LO
Sponsored by Indymac Bank
Grab a lion’s share of this rapidly-growing market, which
is currently only about one percent penetrated. This information-packed
session will show you how to provide a much-needed product and
financial tool to the 36+ million senior homeowners in the US
today. Along with a product overview, we’ll examine the industry,
the role of the Mortgage Broker and the incredible opportunities
this market holds for the future.
Succeed as a Mortgage Banker – Avoid the Five Biggest
Reasons That Cause a Banker to Fail
Sponsored by: National City Warehouse Resources
Track: BO, LO, AE
FHA…They’re Back!
Speaker: Dennis Geist
Track: BO, LO
Sponsored by Wells Fargo
It’s like the perfect storm…recent Federal Housing Administration
enhancements, the sudden sub-prime implosion and proposed FHA
reform have made the old standby program popular once again.
Join us to learn the benefits and opportunities of FHA and how
to leverage FHA programs to increase profitable production.
We’ll discuss FHA attributes, benefits to brokers, Realtors
and borrowers, as well as industry updates and proposed legislation
that could dramatically expand your market share. Whether you’re
an approved FHA broker or just thinking about it, don’t miss
this opportunity to hear the latest.
2p.m. – 6:30p.m. Exhibit Extravaganza 4th
Floor Exhibit Halls Sponsored by Argent Mortgage Company, LLC
Join us for the opening of the Exhibit Hall at the Exhibit Extravaganza!
Stroll the aisles, visit with exhibitors, enjoy great food and
music while viewing the latest innovations in the mortgage industry.
2p.m. – 6p.m.
Media
Training
(Advance registration is required. Click HERE
for more information.)
MONDAY, JUNE 25
7a.m. – 5 p.m. Registration
7:30a.m. – 9a.m. Broker Workshop
The A to Z of Sales Speaker: Nancy
Friedman Sponsored by Indymac Bank
From Soup to Nuts…and A to Z…Hear the alphabet of sales as well
as the 5 Most Frustrating Voice Mail Phrases. Having call rejection
concerns? Nancy will be distributing her article on Call Rejection
that ran in Scotsman’s Guide in November 2006. Nancy’s popular Q
& A session (time permitting) is one of the highlights of the
program. A don’t miss session! Bring your sense of humor.
Nancy Friedman, The Telephone Doctor, is making her third
appearance at the NAMB Annual Convention. If you’ve seen her
programs you know you’ll be laughing and learning all through the
session. If you haven’t seen her program, come join the fun.
9a.m. – 10:45a.m. Breakout Sessions
Mortgage Planning and Growing Your
Originations Speaker: David Coster Track: BO,
LO Sponsored by American Brokers Conduit
Your client’s house is more than a home; it’s most likely their
biggest asset. Learn how to grow your business by partnering with
financial advisors to help your clients maximize the return of their
largest investment.
The Mortgage Broker Business: A Mortgage Research Examination
Speakers: David Olsen & Larry Pearl
Track: BO, LO, AE
Sponsored by First Magnus Financial Corporation
Wholesale Access will release the key findings of its comprehensive
survey of mortgage broker activity in 2006. Mortgage Brokers
2006 will be the eighth such report since their first study
was published in 1992. It will include such measures as total
number or mortgage brokerages, mix of production, profit, average
size of firm, favorite wholesalers, use of technology and their
outlook for the future.
Maximizing Efficiency with
Technology Speakers: AW Pickel, Scott Cooley and Ron
Litt Track: BO, LO
Sponsored by Dealmaker
Hear some of
the biggest names in the industry talk about technology that helps
speed up your time and reduce your costs. Topics include imaging,
virtual office, electronic doc management and credit analysis
tools.
9:30a.m. – 12:30p.m. Education
11a.m. – 12:30p.m. Breakout Sessions
Prospecting Yourself into the Realty
Market Speaker: Richard Dickerson Track: BO,
LO Sponsored by Decision One
Follow the Three “P’s” of Establishing Relationships with
Realtors: Positioning, Prospecting and Pre-Call Planning.
The Myths and Truths of Net Branching
Speaker: Daniel Jacobs
Sponsored by 1st Metropolitan Mortgage
Unbiased and useful information for everyone in the mortgage
industry as a tool for understanding net branching. Should you
become part of a net branch network? Get good information from
an expert.
Freddie Mac
Realizing the Possibilities With Home Possible Speaker: Tom Ward Track: BO, LO
Sponsored
by Freddie Mac
In Freddie Mac's concurrent session, you’ll learn how you can
close more loans by tapping into our array of mortgage products.
A special focus will be placed on low down payment solutions
with Freddie Mac's Home Possible® Mortgage, products and options
to reduce your borrower's monthly payment, ways for your borrowers
to tap or build equity, mortgages for your new construction
borrowers, and additional options for purchase and refinance
transactions. Join us for this session and get the information
you need to offer a complete set of choices for your borrowers.
12:30p.m. – 5:00p.m.
Exhibit Hall Open
1p.m. – 5p.m.
Media Training
(Advance registration is required. Click HERE
for more information.)
6p.m. – 7p.m. Gala Reception
7p.m. – 9:30p.m. Gala Dinner &
Showcase Featuring Mike Rayburn
Mike Rayburn, an award-winning speaker and entertainer, known as
“The World’s Funniest Guitar Virtuoso” uses his astounding guitar
creations, uproarious songs and presentation skills to encourage,
challenge and inspire his audiences to step beyond their perceived
limitations. He draws from a wealth of life experiences as an
adventurer, stand-up comedian, published songwriter, author,
philanthropist and father, to deliver a presentation that is
completely energizing and entertaining.
Featured in Newsweek, USA Today, Billboard, Gig and on the
nationally acclaimed and syndicated “Bob and Tom” radio show, Mr.
Rayburn has received standing ovations at all three of this Carnegie
Hall performances. He is the only entertainer ever voted “America’s
Campus Entertainer of the Year” three out of four years in a poll of
more than 5,300 colleges nationwide.
Audiences are always amazed at Mike Rayburn’s guitar wizardry.
From Bach to rock, his “Classically Trained…Comically Derailed” show
is an odyssey of masterful guitar, outrageous comedy and incredible
musical combinations.
The Gala Dinner & Showcase is included in all full
registrations including Member, Non-Member, Full Conference
Exhibitor and Guest registrations.
9:30p.m. – 12midnight Casino &
Cabaret Sponsored by Washington Mutual
Try your luck at the tables and continue into the night with live
music, dancing, drinks and prizes. The Casino & Cabaret is
included in the cost of the Gala Dinner & Showcase.
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