2017 Northeast Conference of Mortgage Brokers and Professionals

Size: px

Start display at page:

Download "2017 Northeast Conference of Mortgage Brokers and Professionals"

Aubrie Allen
6 years ago
Views:

1 Continuing Education (Separate Registration Required) 2017 Northeast Conference of Mortgage Brokers and Professionals Monday, October 9, Hour PA SAFE Comprehensive: Staying Compliant with Mortgage Law - Course #7095 9:00 a.m. - 6:00 p.m. Instructors: Rich Leffler Instructor/Trainer/Personal & Professional Success Coach Subject Matter Expert/Speaker AXSELLERATED DEVELOPMENT, LLC Executive Director & Counsel Mortgage Bankers Association of New Jersey This course satisfies the requirements set forth by the Secure and Fair Enforcement Mortgage Licensing Act for a comprehensive 8-hour continuing education course for mortgage loan originators. PA SAFE Comprehensive: Staying Compliant with Mortgage Law covers topics required by the SAFE Act: (3hrs) of federal law, (2hrs) of non-traditional mortgage lending, (2hrs) of ethics (which shall include fraud, consumer protection, and fair lending issues), plus (1hr) of Pennsylvania state law. Tuesday, October 10, Hour NJ SAFE Comprehensive: Staying Compliant with Mortgage Law - Course #7186 9:00 a.m. - 1:00 p.m. Instructors: Wayne A. Watkinson Principal Attorney Offit Kurman Rich Leffler Instructor/Trainer/Personal & Professional Success Coach Subject Matter Expert/Speaker AXSELLERATED DEVELOPMENT, LLC This course satisfies the requirements set forth by the Secure and Fair Enforcement Mortgage Licensing Act for a comprehensive 4-hour continuing education course for mortgage loan originators. This course covers topics required by the SAFE Act and New Jersey law with 2 hours of a New Jersey state-specific law elective and 2 hours of a Federal-related elective. 1

2 Conference Program Commercial Program Monday, October 9, Northeast Conference of Mortgage Brokers and Professionals 9:00 a.m. - 9:00 p.m. Opening Commercial Networking Cocktail Reception 7:00 p.m. - 9:00 p.m. Commercial Program Tuesday, October 10, :30 a.m. - 9:00 p.m. Continental Breakfast 8:15 a.m. - 9:00 a.m. Commercial Property General Session 9:00 a.m. - 12:00 p.m. Opening Comments Conference Chairman; Executive Director & Counsel, MBA-NJ, NJAMB and PAMB; Legislative/Regulatory Counsel, MBA-PA; Principal Attorney, Offit Kurman, P.A. Welcome/Introduction Charles H. Kauffman, Jr., CMB Commercial Program Chairman; President, C.H. Kauffman & Associates, Inc. Commercial Property Opening Session 9:30 a.m. - 10:30 a.m. 2

3 James W. Hughes, Ph.D. Distinguished Professor and Dean of the Edward J. Bloustein School of Planning and Public Policy, Rutgers, The State University of New Jersey Restructuring of the Retail Market 10:45 a.m. - 12:00 p.m. Luncheon with Speaker 12:15 p.m. - 1:30 p.m. Lenders Panel 1:45 p.m. - 3:00 p.m. Moderator: Ronald M. Shapiro Assistant Professor of Professional Practice, Finance and Economics Department, Rutgers Business School Newark and New Brunswick, Rutgers, The State University of New Jersey Panelists: Harry D. Ekstrand Senior Vice President, Northfield Bank Stephanie L. Hadam Senior Real Estate Professional, Lakeland Bank Ellen McHenry Senior Director of Financial Programs, UCEDC William Skala Vice President, Senior Loan Officer, TD Bank Dennis B. Suh Vice President, ValueXpress, LLC Christina Youngblood Introduction to Commercial Mortgage Brokerage for Residential Mortgage Brokers 3:15 p.m. - 5:00 p.m. Charles H. Kauffman, Jr., CMB Commercial Program Chairman; President, C.H. Kauffman & Associates, Inc. 3

4 Ronald M. Shapiro Assistant Professor of Professional Practice, Finance and Economics Department, Rutgers Business School Newark and New Brunswick, Rutgers, The State University of New Jersey Opening Residential Reception Joint Commercial/Residential Networking Cocktail Reception in the Exhibit Hall 7:00 p.m. - 9:00 p.m. Residential Program Wednesday, October 11, :30 a.m. - 9:00 p.m. Continental Breakfast 7:00 a.m. - 8:15 a.m. Morning Session 8:15 a.m. Welcome and Comments Conference Chairman; Executive Director & Counsel, MBA-NJ, NJAMB and PAMB; Legislative/Regulatory Counsel, MBA-PA; Principal Attorney, Offit Kurman, P.A. 8:30 a.m. - 9:30 a.m. Back by Popular Demand Peter Boockvar Managing Director, Chief Market Analyst, The Lindsey Group LLC Barry Habib CEO, MBS Highway 9:30 a.m. - 10:45 a.m. How to increase you productivity and profitability utilizing the current laws and regulations to your advantage and a preview of what the new regulatory landscape may look like Moderator: 4

5 Conference Chairman; Executive Director & Counsel, MBA-NJ, NJAMB and PAMB; Legislative/Regulatory Counsel, MBA-PA; Principal Attorney, Offit Kurman, P.A. Panelists: Ken Markison Vice President & Regulatory Counsel, MBA Richard Horn Founding Attorney, Richard Horn Legal PLLC Loretta Salzano Jack Konyk Executive Director, Government Affairs, Weiner Brodsky Kider PC Special Panel: How to develop more realtor business and how fraud can impact your company 10:45 a.m. - 11:45 a.m. Moderator: Bonnie S. Nachamie Principal, Bonnie S. Nachamie, P.C. Speakers: Grace Currid Senior Vice President and Chief Credit Officer, HomeBridge Financial Services, Inc. Deborah Robertson Sales Manager, Plaza Home Mortgage, Inc. How to Survive and Prosper in the Purchase Money Market: An Interview with Stanley C. Middleman, President and CEO of Freedom Mortgage by Regina Lowrie, CMB. President of RML Advisors 11:45 a.m. - 12:30 p.m. Regina M. Lowrie, CMB, President & CEO of RML Advisors and the first female President of the MBA in Washington, DC will interview Stanley C. Middleman, President and CEO of Freedom Mortgage The focus of the interview will be how mortgage brokers and mortgage bankers can prosper in the current purchase money market while complying with applicable regulations. Q&A to follow. Regina M. Lowrie, CMB President & CEO, RML Advisors Stanley C. Middleman President and Chief Executive Officer, Freedom Mortgage Corporation 5

6 Lunch in Exhibit Hall 12:30 p.m. - 2:00 p.m. Exhibit Hall Open 12:30 p.m. - 5:30 p.m. Networking Cocktail Reception 7:00 p.m. - 9:00 p.m. Thursday, October 12, :30 a.m. - 12:30 p.m. Continental Breakfast 8:00 a.m. - 9:00 a.m. Regulatory Town Meeting and Roundtable Discussions 9:00 a.m. - 12:30 p.m. A very special session that has our industry and legal experts answering your questions in a one-hour session that will be followed by your meeting with each expert at round tables to have face to face discussions about issue important to you. A rare opportunity and a don t miss session! Conference Ends 6

7:00 p.m. - 9:00 p.m. Opening Commercial Networking Cocktail Reception

Commercial Property Sunday, March 19, 2017 4:30 p.m. - 9:00 p.m. Registration/Information Desk Open 7:00 p.m. - 9:00 p.m. Opening Commercial Networking Cocktail Reception Commercial Property Monday, March