Wednesday, October 4th
ADVOCACY GOLF FUNDRAISER
12:00 PM – Registration
1:00 PM – Shotgun Start
6:00 PM – Award Ceremony
Thursday, October 5th
Registration Open
WMN SUMMIT
Moderator: Jamie Cavanaugh – Vice President of Outreach, AIME
Opening Remarks
Welcome to the WMN Summit, featuring the most influential members of AIME, the female leadership.
Activity
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
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.
Break
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
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.
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
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.
Closing Remarks
DIVERSITY SUMMIT
Moderator: Janine Kempfer – Vice President of Impact, AIME
Opening Remarks
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
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.
Activity: Tackling the Diversity Toolkit
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
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.
Break
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
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.
Making Campaigns Count: Action Plans & Maintaining Momentum
Janine Kempfer – VP of Impact, AIME
Julene Stewart – Loan Originator, Fidelity Mortgage, LLC
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.
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.
Closing Remarks
VIP Party
Invite Only
Friday, October 6th
Registration Open
VA SUMMIT
Moderator: Mike Cox – Vice President of Education, AIME
Opening Remarks
The VA Field Report: Analyzing Rising Diversity in VA Homebuying
Nathan Knottingham – Partner & COO, Vetted VA
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.
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
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.
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
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.
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
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.
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.
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!
Closing Remarks
MAIN EVENT – DAY 1
Opening Remarks
Welcome to Fuse VI! We kick off the ceremonies with opening remarks from AIME Leadership.
Mortgage Master: Todd Duncan – “Xcelerate: Close More Loans, NOW!”
Todd Duncan – New York Times Best-Selling Author & CEO, The Todd Duncan Group
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.
3 Things You’re Doing Wrong on Social Media
Kyle Draper – CEO & Founder, Content Compounding
Learn how you can improve your social media impact immediately with steps you can start taking today.
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
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.
Mortgage Master: Dale Vermillion – “Roaring Success: From Surviving to Thriving in a Changing Market”
Dale Vermillion – Founder, Mortgage Champions & President & CEO, Vermillion Consulting, Inc.
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!
Break
Own Your Day: Creating Operations Opportunities
Corrina Carter – Broker Owner, CMS Mortgage
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.
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
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.
How to Score Big in the 4th Quarter
Tom Ahles – President of Growth, AIME
End 2023 bigger, better, and stronger – growth is the key. Become resilient in a shrinking market, and start 2024 with your winning game plan.
Mortgage Master: Doug Duncan “Evolving Origination: Leveraging Housing Trends”
Doug Duncan – Senior Vice President & Chief Economist, Fannie Mae
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.
Exhibit Hall Happy Hour
Saturday, October 7th
Registration Open
MAIN EVENT – DAY 2
Mortgage Master: Chris Vinson – “The Perfect Playbook”
Chris Vinson – CEO, Windsor Mortgage
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.
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
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.
Break
Keynote: Katie Sweeney “Brokers Win Together”
Katie Sweeney – Chairman & CEO, AIME
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.
Keynote: Mat Ishbia “It Takes What It Takes”
Mat Ishbia – President & CEO, UWM
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.
HALFTIME
Mortgage Master: René Rodriguez – “Mastering The Art of Influence”
René Rodriguez – Best-Selling Author & Keynote Speaker
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.
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
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.
Break
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
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.
Unique Lead Generation: Marketing With Zero Dollars
Shane Kidwell – CEO, Dwell Mortgage
No budget? No problem. Get a crash course on how to improve your social media marketing efforts without spending a dime.
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
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.
Exhibit Hall Happy Hour
*Agenda is subject to change