2018 Lending Conference


Please see below for the schedule of events as well as hotel information. Hope to see you there!

Please register by filling out the form below:

Thanks! You are now registered for the upcoming lending conference.

We are hosting this business casual event at The St. Paul Hotel ,  350 Market Street, St. Paul, MN 55102.


Schedule of Events

Wednesday, September 5

8:00 - 9:00 a.m.: Registration and Breakfast/Exhibit Area Open

9:00 - 9:15 a.m.: Opening Remarks

9:15 - 9:30 a.m.: Brad Crandall, The Servion Group CEO

9:30 - 10:30 a.m.: Anthony Demangone, COO of NAFCU

10:45 - 11:45 a.m.: Chris Norton

11:45 - 1:00 a.m.: Networking Lunch/Exhibit Area Open

1:00 - 2:00 p.m.: General Sessions

Building Your Mortgage Business in a Purchase Market: The focus will be on how mortgage departments are using strategies to increase their business in the purchase market given the rising rates and short housing supply.

Recent Changes to the Member Business Lending Rule: Tony Lillie, head of Servion Commercial Loan Resources, will address the effect of MBL changes, look toward the future, and discuss related hot-button topics.

2:00 - 3:00 p.m.: Mortgage Breakout Sessions

           1: Roundtable Discussion for Mortgage Processing Best Practices
           2: Roundtable Discussion for Mortgage Originating Best Practices
           3: Roundtable Discussion on Retail Partner Best Practices

3:15 - 4:00 p.m.: General Sessions

Winning with the Member Experience, featuring Kurt Schroeder, Chief Experience Officer at Avtex: This session addresses the path that has helped us understand the importance of member experience and unpacks the six key disciplines that help organizations win with member experience.

Economic review: Learn about the state of the current economy, hear about trends in fiscal and monetary policy, and look ahead into 2019 in this session, led by an experienced economist.

4:30 - 6:30 p.m.: Happy Hour at Herbies (Networking for all attendees)


Thursday, September 6

8:00 - 8:45 a.m.: Networking Breakfast

8:45 - 9:00 a.m.: Welcome

9:00 - 10:00 a.m.: General Sessions

Fannie Mae's Brian Driscoll – Learn about Fannie Mae’s Day 1 Certainty and how you can use it to provide efficiencies to your mortgage process while lowering risk factors as well.

Commercial real estate trends: An MAI-certified appraiser will discuss how real estate markets are behaving nationally, how CAP rates are trending, and much more.

10:15 - 10:45 a.m.: General Session

How to Compete with the Competition as Originators – As the competition grows for your borrowers we will share ideas on how originators can be creative in the ever-so-competitive market.

11:00 - 12:00 p.m.: Breakout Sessions

          1. How to build a corporate social media strategy in the mortgage industry
          2. A panel of subject matter experts will take questions on changes to the MBL
          rule and related best practices.

12:00 - 1:00 p.m.: Lunch

1:00 - 1:45 p.m.: General Session 

2:00 - 3:00 p.m.: Exhibit Area Open

3:00 - 4:00 p.m.: General Session

Fannie Mae’s Brian Driscoll – An update on Fannie Mae, what’s new, and what the future may look like.

4:00 p.m.: Closing remarks


The Servion Group
500 Main Street
New Brighton, MN 55112

Phone: (651) 631-3111
Toll Free: (800) 766-5626
[email protected]