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)