Wednesday, October 4th

12:00 PM – 7:00 PM

ADVOCACY GOLF FUNDRAISER

12:00 PM – Registration
1:00 PM – Shotgun Start
6:00 PM – Award Ceremony

Thursday, October 5th

10:00 AM

Registration Open

12:00 PM – 3:00 PM

WMN SUMMIT

Moderator: Jamie Cavanaugh – Vice President of Outreach, AIME

12:00 PM – 12:15 PM

Opening Remarks

Welcome to the WMN Summit, featuring the most influential members of AIME, the female leadership.

12:15 PM – 12:30 PM

Activity

12:30 PM – 1:15 PM

Multigenerational Voices: Bridging the Gap for Collaboration

Laura Brandao – Chief Strategy Officer & Partner, EPM

Julie Yarbrough – Founding Partner, Empire Home Loans

Tanya Palmer-Lodge – President, SentriPoint Lending Solutions

Samantha Shelton – Broker Owner, Align Lending

Kayla Gatmaitan – Mortgage Advisor, The Lending Pros

Panel Session

Communication is queen. Whether you’re connecting with borrowers or co-workers, being able to bridge generational divides is crucial to your success. Learn how we can take our lingo to the next level with tips from all eras in our industry.

1:15 PM – 1:30 PM

Break

1:30 PM – 2:15 PM

We Lead, We Succeed: Strategies from the Nation’s Top Women Producers

Jamie Cavanaugh – Vice President of Outreach, AIME

Hanh Dao – Mortgage Loan Originator, Lock It Lending

Elena Boland – EVP, Wholesale Mortgage Services

Ashley Bedford – Mortgage Loan Originator, Appli Home Loans

Panel Session

Elevate your game with a peek into the pipeline & processes of the top female originators in wholesale. In this session, you’ll learn the strategies from industry trailblazers that can lead your business to success.

2:15 PM – 2:45 PM

Empowering Female Homebuyers Through Financial Education

Jamie Cavanaugh – Vice President of Outreach, AIME

Erica LaCentra – Chief Marketing Officer, RCN Capital

Jessica Wells – Broker Owner, Clear Choice Mortgage

Fireside Chat

Unlock the secrets of financial education that every borrower needs. In this session, we’ll put the spotlight on the specific needs of female homebuyers. We’ll look at the rising trend of single female homebuyers and address the pivotal role women play as lead decision-makers in their households.

2:45 PM – 3:00 PM

Closing Remarks

3:00 PM – 6:00 PM

DIVERSITY SUMMIT

Moderator: Janine Kempfer – Vice President of Impact, AIME

3:00 PM – 3:15 PM

Opening Remarks

3:15 PM – 3:45 PM

Opening Doors: Inclusionary Finance Programs for Diverse Communities

Janine Kempfer – Vice President of Impact, AIME

Eddy Perez – Co-Founder and CEO, EPM

Sofia Rossato – President and GM, Floify

Fireside Chat

Learn about the housing programs available to you and your borrowers, directly from their providers. This panel features representatives from some of the most forward-thinking lenders in the wholesale market, so you can diversify the services you offer, as well as your client base.

3:45 PM – 4:00 PM

Activity: Tackling the Diversity Toolkit

4:00 PM – 4:25 PM

Cultivating Inclusivity: The Positive Impact of Diverse Recruitment

Janine Kempfer – Vice President of Impact, AIME

James Mercado – President & Chief Motivational Officer, Provisor

Matt Tillman – CEO, Tillman Consulting Group

Panel Session

Brokerages across the country are expanding the amount of communities they’re able to serve, all by diversifying their own staff. Learn what to look for, and how to recruit outside your inner circle to expand your knowledge & skills, to support more diverse groups of homebuyers in your community.

4:25 PM – 4:40 PM

Break

4:40 PM – 5:20 PM

Creating Local Impact: How to Advocate for Diverse Homebuyers

Janine Kempfer – Vice President of Impact, AIME

Whitley Cooper – CEO, Advocate Home Loans

Ross Sykes – Mortgage Broker, Homefront Lending LLC

Mario Nevarez – Broker Owner, Clear to Close Mortgage

Michael Most – Sr. Mortgage Broker, Most Home Loans

Panel Session

In this panel session, learn about the initiatives that our community is spearheading to fight for fair access to homeownership for diverse communities across the country. Learn more about the benefits and merits of consumer advocacy, and, more importantly, how it’s faster and easier than ever to contribute towards long-term positive change by supporting diverse communities.

5:20 PM – 5:40 PM

Making Campaigns Count: Action Plans & Maintaining Momentum

Janine Kempfer – VP of Impact, AIME

Julene Stewart – Loan Originator, Fidelity Mortgage, LLC

Fireside Chat

Creating change takes time, effort momentum, but most of all, it needs a plan. In this session, you’ll learn about the benefits of building and executing an action plan for long term outreach success so you can maintain momentum and avoid burnout.

5:40 PM – 5:55 PM

Activity: The Action Plan Workshop

Janine Kempfer – VP of Impact, AIME

You’ve heard about action plans, and now it’s time to build our own. In this hands-on workshop, we’ll work together to structure and create an action plan designed to create positive change in your local community. We’ll break down the steps, goals, and the considerations you need to take along the way, so you can return home with an action plan you can utilize immediately.

5:55 PM – 6:00 PM

Closing Remarks

7:00 PM – 9:00 PM

VIP Party

Invite Only

Friday, October 6th

7:00 AM

Registration Open

8:00 AM – 11:00 AM

VA SUMMIT

Moderator: Mike Cox – Vice President of Education, AIME

8:00 AM – 8:10 AM

Opening Remarks

8:10 AM – 8:30 AM

The VA Field Report: Analyzing Rising Diversity in VA Homebuying

Nathan Knottingham – Partner & COO, Vetted VA

Spotlight Speaker

Did you know there are diverse groups of Veterans with rapidly-growing homebuying potential? Learn who and what to look out for and what steps you need to take to ensure you can serve all of the diverse groups of Veteran homebuyers in your community.

8:30 AM – 9:00 AM

Serving Heroes: The Benefits of Giving Back to VA Homebuyers

Mike Cox – Vice President of Education, AIME

Lamont Harris Jr – CEO, Harris Capital Mortgage Group

Matthew Clanton – CEO & Founder, Project Valor

Panel Session

Do you want to serve Veteran homebuyers in your local community? Learn the benefits of making yourself a resource for your Veteran neighbors from brokers who are actively engaged in giving back to Veterans in their own communities.

9:00 AM – 9:40 AM

Empowering Accessible Homeownership: Disabled Veterans Property Tax Exemption

Katie Sweeney – Chairman & CEO, AIME

Brendan McKay – President of Advocacy, AIME

Lindsay McCoy – Mortgage Broker, CARE Finance Group

Panel Session

Over the past year, AIME has lobbied for many state-specific bills to support disabled Veterans. This Property Tax Exemption bill provides full or partially disabled Veterans the ability to increase their purchasing power, but we need your help to keep progress rolling. In this session, you’ll hear from our advocacy leaders as they break down the strategy, goals, and wins from this initiative so far, and will teach you how you can support disabled Veteran homebuyers in your state.

9:40 AM – 10:10 AM

Strategic VA Creativity: Unique Ways You Can Maximize VA Benefits

Mike Cox – Vice President of Education, AIME

Brian Shields – National Sales Director, Amerifund Home Loans

Emmett Dempsey – Broker Owner, Treasure Coast Mortgage

Fireside Chat

VA programs are full of rules and regulations that can make applications and approval difficult to navigate. Learn how to leverage this red tape to your borrowers’ benefit, from the VA experts making waves with the creative ways they’re leveraging VA benefits for their clients.

10:10 AM – 10:55 AM

From All Branches: Ask the VA Experts

Mike Cox – Vice President of Education, AIME

Mike Olesh – Owner at Atlas Lending Group

Elizabeth Cassidy – Mortgage Broker, Future Home Loans

Jay Bunte – Branch Manager, UMortgage

Jason Sharon – Broker Owner, Home Loans Inc.

Panel Session

We’ve rounded up the best of the best to answer your VA questions! In this “ask me anything” session, VA experts from all branches of the military will answer your questions. We urge attendees to bring or wear an item of their choice that represents their respective military branch, to represent their service in a group photo at the end of this session!

10:55 AM – 11:00 AM

Closing Remarks

12:00 PM – 4:30 PM

MAIN EVENT – DAY 1

12:00 PM – 12:15 PM

Opening Remarks

Welcome to Fuse VI! We kick off the ceremonies with opening remarks from AIME Leadership.

12:15 PM – 12:45 PM

Mortgage Master: Todd Duncan – “Xcelerate: Close More Loans, NOW!”

Todd Duncan – New York Times Best-Selling Author & CEO, The Todd Duncan Group

Mortgage Master Session

Become the master of your business. Learn how to build a long-term business plan; identify and quantify what changes you need to make today to set yourself up for future success. Adjust your mindset, then your business with the best-selling author of 17 books, mentor to over 5 million students around the globe, and CEO & Founder of The Todd Duncan Group, Todd Duncan.

12:45 PM – 1:00 PM

3 Things You’re Doing Wrong on Social Media

Kyle Draper – CEO & Founder, Content Compounding

Spotlight Speaker

Learn how you can improve your social media impact immediately with steps you can start taking today.

1:00 PM – 1:30 PM

BAC from Capitol Hill: The Broker Influence on National Policy

Katie Sweeney – Chairman & CEO, AIME

Brendan McKay – President of Advocacy, AIME

Phil Shoemaker – CEO, The Loan Store

Kelley Williams – Partner, Forbes Tate Partners

Panel Session

Join us for a deep dive into the impact and trajectory our community has on national housing policy decisions and learn how we are shaping the legislative landscape. Plus, we’ll highlight Congressional wins from the past year and detail how you can get involved to support the greater good.

1:30 PM – 2:15 PM

Mortgage Master: Dale Vermillion – “Roaring Success: From Surviving to Thriving in a Changing Market”

Dale Vermillion – Founder, Mortgage Champions & President & CEO, Vermillion Consulting, Inc.

Mortgage Master Session

Take conversions and client experience to the next level. Learn how to master first impressions, cultivating interest, gaining commitment, and earning trust, from the Founder & CEO of Mortgage Champions, Dale Vermillion!

2:15 PM – 2:30 PM

Break

2:30 PM – 2:45 PM

Own Your Day: Creating Operations Opportunities

Corrina Carter – Broker Owner, CMS Mortgage

Spotlight Speaker

There are operations opportunities all around us. Learn where & how to identify them, and how to put them to use to strengthen and streamline your operations & pipeline.

2:45 PM – 3:30 PM

Building Bridges & Closing Deals: Strengthening Agent/Broker Relationships

Brendan McKay – President of Advocacy, AIME

Gogo Bethke – Founder, Gogo’s Real Estate Team

Thao Nguyen – Team Lead, Win Nguyen Real Estate Group

Jeff Glover – Founder, Glover U Real Estate Coaching & Training

Panel Session

Hear how you can improve relationships with your referral partners directly from top real estate agents. In this session, you’ll learn what brokers can do to forge stronger relationships and, ultimately, close more deals together.

3:30 PM – 3:45 PM

How to Score Big in the 4th Quarter

Tom Ahles – President of Growth, AIME

Spotlight Speaker

End 2023 bigger, better, and stronger – growth is the key. Become resilient in a shrinking market, and start 2024 with your winning game plan.

3:45 PM – 4:30 PM

Mortgage Master: Doug Duncan “Evolving Origination: Leveraging Housing Trends”

Doug Duncan – Senior Vice President & Chief Economist, Fannie Mae

Mortgage Master Session

Master the current and future industry trends, and future-proof your business for 2024 and beyond. Stay ahead of the housing market with the leader of Fannie Mae’s nationally acclaimed Economic & Strategic Research team, Doug Duncan.

4:30 PM – 6:00 PM

Exhibit Hall Happy Hour

Saturday, October 7th

7:00 AM

Registration Open

9:00 AM – 4:30 PM

MAIN EVENT – DAY 2

9:00 AM – 9:30 AM

Mortgage Master: Chris Vinson – “The Perfect Playbook”

Chris Vinson – CEO, Windsor Mortgage

Mortgage Master Session

Hear insights from industry veteran and previous top producing mortgage broker, Chris Vinson. He shares his tips for powering through tough market conditions and building a playbook for your pipeline.

9:30 AM – 10:00 AM

Mastering Your Local Market: Facebook vs. Google

Janine Kempfer – Vice President of Impact, AIME

Wade Betz – Senior Loan Officer, Mpire Financial

Kristen Eklund – Senior Florida Branch Manager MLO, Coast2Coast Mortgage

Fireside Chat

Learn how you can generate more local business by investing in your digital presence in your own community. In this session, you’ll discover tried and tested strategies to compete on your local playing field.

10:00 AM – 10:15 AM

Break

10:15 AM – 11:00 AM

Keynote: Katie Sweeney “Brokers Win Together”

Katie Sweeney – Chairman & CEO, AIME

Keynote Speaker

It’s time to get your game face on! Join us for a powerful session where we’ll equip you with a game plan to conquer the year ahead. Discover how AIME is taking action to support independent mortgage brokers nationwide and hear important industry updates that will impact your bottom line.

11:00 AM -12:00 PM

Keynote: Mat Ishbia “It Takes What It Takes”

Mat Ishbia – President & CEO, UWM

Keynote Speaker

Are you ready to take your business to the next level? Hear from the leader of the #1 wholesale mortgage lender for a game plan to help you tackle this tough market.

12:00 PM – 1:15 PM

HALFTIME

Lunch + Exhibit Hall
1:15 PM – 2:00 PM

Mortgage Master: René Rodriguez – “Mastering The Art of Influence”

René Rodriguez – Best-Selling Author & Keynote Speaker

Mortgage Master Session

Take a leadership role and influence your community. Master how to control a room, guiding conversations, and controlling your narrative by making the best possible first connection. Transform how you communicate with Best Selling Author and Keynote Speaker, René Rodriguez.

2:00 PM – 2:30 PM

A.I.: Gateway to the Future of Mortgage

Mike Cox – Vice President of Education, AIME

Russell Petty – Mortgage Broker, Grow Mortgage

Enrique Braunschweiger – President & Broker Owner, First West Financial

Panel Session

Unlock the door to the future of the mortgage industry with Artificial Intelligence (A.I.). This session delves into how A.I. is revolutionizing mortgage processes and how you can leverage these tools for a more efficient and streamlined mortgage experience – including live examples of how to navigate ChatGPT.

2:30 PM – 2:45 PM

Break

2:45 PM – 3:30 PM

What I Learned From Retail (And How It Helps Me Kick @$!#% in Wholesale)

Jamie Cavanaugh – Vice President of Outreach, AIME

Andrew Cady – Branch Manager, UMortgage

Carrie Gusmus – President & CEO, Aslan Home Lending

Jonathon Haddad – President, Next Door Lending

Panel Session

Uncover the invaluable lessons learned from the retail channel and how today’s influential mortgage brokers are applying them to help their wholesale business thrive. This session dives into the specific strategies that were successfully applied during their time in retail banking, and how they’ve adjusted these tactics to impact their business today.

3:30 PM – 3:45 PM

Unique Lead Generation: Marketing With Zero Dollars

Shane Kidwell – CEO, Dwell Mortgage

Spotlight Speaker

No budget? No problem. Get a crash course on how to improve your social media marketing efforts without spending a dime.

3:45 PM – 4:30 PM

We Are Mortgage Champions: Top Volume Originators

Tom Ahles – President of Growth, AIME

Michael Cain – Loan Officer, C2 Financial Corp

Major Singleton – Mortgage Broker, Edge Home Finance

Braiden Shaw – Broker Owner, Fulcrum Home Loans

Nancy Bayat – Vice President, Amerify

Jason Kindler – President, First Coast Mortgage Funding

Panel Session

Listen to the top-producing mortgage champions who are setting the pace for success. They will discuss the dedication it takes to make it to the top and will divulge their winning strategies to help you produce in today’s market.

4:30 PM – 6:00 PM

Exhibit Hall Happy Hour

*Agenda is subject to change