
Breakout Session Agenda
The Iron Horn
Breakout Room 1 (JW Room 301/302)
2:00 pm – 2:40 pm
The 100 That Matter: Operating a Data-Driven Brokerage
Maddie Kamphaus | Planted Local Lending
2:50 pm – 3:30 pm
Build a Training Culture Without Building a Training Department
Dionne Bass | Ask the Underwriter
3:40 pm – 4:20 pm
Tragedy, Transformation, and The Life in Between: Look Up Before Life Forces You To
Ryan Kearns | Kearns Mortgage Team, LLC
4:30 pm – 5:10 pm
Build Relationships Like A Spy
DJ Christofferson | NEXA Lending
Highland Cattle
Breakout Room 2 (JW Room 303/304)
2:00 pm – 2:40 pm
The $14 Trillion Mortgage Opportunity: Why Reverse Mortgages May Be The Largest Underserved Market in Mortgage Lending
Mark Hairston & Shara Parker | Texas Mortgage Source LLC
2:50 pm – 3:30 pm
Master the DSCR Niche: From One Loan to the Investor’s Entire Portfolio
Holly Niemeier | NEXA Lending
3:40 pm – 4:20 pm
The Broker Advantage- How to Become the Mortgage Partner Realtors Refuse to Replace
Christine Beckwith | 20/20 Vision for Success Coaching
4:30 pm – 5:10 pm
Scale Your Business With AI Agents
Carlos Scarpero | Edge Home Finance
The Lonestar
Breakout Room 3 (JW Room 201/202)
2:00 pm – 2:40 pm
CREATE. DON’T COMPETE: Generating business with social media
Brandon Brotsky | Reach Home Loans
2:50 pm – 3:30 pm
You got 30 seconds. Pick a lane!
John Flores | NEXA Lending
3:40 pm – 4:20 pm
The Transaction Whisperer: See It Sooner. Solve It Smarter. Become Irreplaceable in the age of AI
Robyn Graves | Success Mortgage LLC
4:30 pm – 5:10 pm
No Lead Left Behind – Be the Navy Seal of Loan Officers
Scott Groves | Consolidated Coaching
Branding Room
Breakout Room 4 (JW Room 203/204)
2:00 pm – 2:40 pm
Processor to Partner
Michelle Hewitt | Hancock Processing
2:50 pm – 3:30 pm
Credit Playbook: How Top LOs Win More Deals in a Changing Credit Market
Joy Huska Kite & Robin Hart | My Credit Info
3:40 pm – 4:20 pm
How to Become Memorable in a World of Noise
Michelle Chretien | Milestone Mortgage Solutions
4:30 pm – 5:10 pm
Red Time vs Green Time
Michael Radcliffe | Rad CRM
Cattlemens Room
Breakout Room 5 (JW Room Brazos Ballroom)
2:00 pm – 2:40 pm
How to Scale Your Business Without Ruining Your Life
Artin Babayan | Premier Plus Lending
2:50 pm – 3:30 pm
Building a Business That Creates Freedom, Not Burnout
Alexa DePaolo | Edge Home Finance
3:40 pm – 4:20 pm
Understanding Vantage Score & How It’s Changing Our Industry
Gordon Chin | Advantage Partners Solutions
4:30 pm – 5:10 pm
Tradition VS Innovation
Tanya Blanchard | Madison Chase Capital Advisors
King Ranch
Breakout Room 6 (JW Room 208)
2:00 pm – 2:40 pm
Breaking the Law of the Few: Turn Your Whole Team into Top Producers
Michael McAllister | Empower LO
2:50 pm – 3:30 pm
Green Zone Domination
Darren Copeland | Summit Lending
3:40 pm – 4:20 pm
Turn Borrowers Into Clients for Life- How Mortgage Teams Can Stand Out, Build Trust and Create a Referable Experience in the Age of AI
Irene Duford | Loan Team Training
4:30 pm – 5:10 pm
Human Wins: Personal Service in an AI Mortgage World
Melanie Meyer | Edge Home Finance
Texas Star
Breakout Room 7 (JW Room 211/212)
2:00 pm – 2:40 pm
The Power of contract processing- more than a vendor, a true partner
Kathy Dey | Apex Processors LLC
2:50 pm – 3:30 pm
Retail Shouldn’t Be Winning…But They Are: How to Decode the Retail Playbook & Beat Them at Their Own Game
Mark Howard | C2 Financial
3:40 pm – 4:20 pm
From OpenAI to Brokerage Owner: A Practitioner’s Guide to AI in a Mortgage Brokerage
Oren Michaely | Elio Mortgage
4:30 pm – 5:10 pm
Be A Steward of Hope
Paul Francisco | Go Rascal
The Longhorn
Breakout Room 8 (JW Room 310/311)
2:00 pm – 2:40 pm
How to Stay Stuck at One Deal Every Six Years (And Call It a Strategy): Rethinking What “Repeat Business” Actually Means
Kayla Pelland | FlipCo Financial
2:50 pm – 3:30 pm
How to Suck Less at Sales
Nash Paradise | UMortgage
3:40 pm – 4:20 pm
The ARIVE Roundup: Discover What You’ve Been Missing
Scott Barnard & Amy Hulett | ARIVE
4:30 pm – 5:10 pm
New Ideas To Drive Volume In A Declining Market
John Wise | NewFi

