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ACUMA
Fall Leadership & Technology
Conference Agenda
October 15-17, 2003
Bally ’s Las Vegas Hotel & Casino |
All Conference
dining and meeting sessions will be held in Skyview Rooms 1-4
on the 26th floor of
Bally’s North
Tower. |
Special Note:
National CUREN Chairman’s RoundTable Discussion
Tuesday, October 14th – 2:00-5:00pm |
Special invitation only to the current Chairs of all
of the national CUREN organizations
Facilitated by Tracy Ashfield, President of Strategic
Mortgage Solutions and Bob Dorsa, Executive Director of ACUMA |
Day 1: Wednesday -October 15th, 2003 |
| 6:30am |
“ACUMA Open” Golf Tournament – Angel
Park Golf Club
Meet at Bally’s side entrance (Flamingo side) for bus transportation
at 6:30am (8:00am tee time).
Sponsored by Mortgagebot, LLC |
| 1:30pm |
Registration and Open Panel Discussion
Opening Registration Dessert Bar Sponsored by
CU Members Mortgage
Opportunities in Real Estate Lending
CUSOs: Using CUSOs as Solutions for Mortgage
Lending Success?
Panel Discussion facilitated by Bob Dorsa, ACUMA Executive Director
CUSOs are becoming more and more interesting in real estate lending. Aggregation
opportunities and new regulations on the bundling of settlement services
seem very attractive to CUs and CUSOs. Listen to an expert and distinguished
panel
discuss the opportunities ahead.
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| 3:30pm |
Innovations in Mortgage Lending
Manufactured Home lending in the 21st Century …
Jeff
Farver, President & CEO - San
Antonio Credit Union
Manufactured home lending represents an exciting opportunity for credit unions
that desire loan growth at attractive interest rates, increased margins and
acceptable loan losses, enabling them to cover the overhead of their operations,
plus the added ability to pay depositors more attractive yields. Listen for
yourself to distinguish the facts and myths in this dynamic new market.
|
| 4:30pm |
ACUMA Annual Meeting |
| 7:00pm |
Welcome to Las Vegas Reception
Sponsored by CMG Mortgage Insurance Company |
Day 2: Thursday - October 16th, 2003 |
| 7:30am |
Registration and Bally's Fabulous
Breakfast Buffet
Sponsored by NLAC |
| 8:30am |
Opening Keynote Session
Doug Duncan, SVP and Senior Economist - Mortgage
Bankers Association of America
Doug Duncan came to MBA in 1992. He is Senior Vice
President of Research and Business Development, and
Chief Economist. Mr. Duncan will discuss the current
state of the economy as well as the longer term prospects.
He will additionally
put the mortgage market into the context of broader
economic activity and talk about mortgage market
challenges.
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| 10:15am |
MISMO - Technology & Standards
for Mortgage Technology and E-Commerce
David Barkley, Chairman - MISMO
With the proliferation in technology the setting and monitoring of standards
becomes important to maintaining quality in the real estate lending community.
The Mortgage Industry Standards Maintenance Organization's mission is to develop,
promote, and maintain voluntary electronic commerce standards for the mortgage
industry. Established in 1999 by the Mortgage Bankers Association of America,
MISMO encourages participation from all sectors of the industry. Mr. Barkley
will present an update on the MISMO activities. |
| 12:00pm |
SPONSOR RECOGNITION AWARDS LUNCHEON
Sponsored by Midwest Loan Services, Inc. |
| 1:30pm |
Profitability Measurement for
Mortgage Lending: The Role Mortgage Lending
Plays In the CU and the Way It Can Be Accessed
Rich Welssman, President & CEO - The Database Marketing
Agency, Inc.
This session will cover three critical components
in understanding mortgage lending profitability:
the critical value that mortgage lending plays
in the CU's earning performance, the value of mortgage
lending to the total member relationship and the
cost account measurement in assessing and tracking
mortgage lending profitability. |
| 3:00pm |
Breaking Up the Bottlenecks!
Rolly White, CEO - Single Source Partners, Inc.
This session will explore how using "redesigned" documentation,
processes, and verification methods can result in
productivity gains and improved member service. Learn about guaranteed
products and
determine how they can work for you. |
| 4:30pm |
Technology Lab Showcases / Wine & Cheese
Reception
Sponsored by Bear Stearns CUFS
This will be an opportunity to have a “hands on” sample demonstration
of technology available for real estate lending. Among the presenters: Freddie
Mac, CMG Mortgage Insurance Company, GE Mortgage Insurance, Fiserv Lending
Solutions, CU Members Mortgage, LenderLive Network, Mortgagebot and Fannie
Mae.
Dinner on your own |
DAY 3: Friday, October 17th, 2003 |
| 7:30am |
Bally’s Fabulous Breakfast
Buffet
Sponsored by Fiserv Lending Solutions
|
| 8:30am |
The Trust Imperative..Is It For You?
Glen Urban, Founder & Chairman - Experion Systems
Trust is the unique difference maker that credit unions have over their
competitors. In today's marketplace, the value of the credit union
franchise is dependent on their maintaining the trust earned from members
over many years. The principles of trust based marketing are essential to
the health of credit union strategies, delivery systems and products.
Learn about the principles behind the "trust Imperative", if it applies
to
you, and how these strategies apply to the lending marketplace at Credit
Unions. Dr. Urban's research at the MIT Sloan School of Business is proving that
the application of trust based marketing principles can be vital to the success
of credit unions in today's competitive environment. |
| 10:15am |
Purchase Money Loan Strategies Networking
Panel – The Realtors
Point of View
Facilitated by: Tracy Ashfield, President - Strategic
Mortgage Solutions
Bill Jorgensen, Broker - Prudential American Realty
Bruce Feldman, Realtor - Liberty Realty
For many years credit unions have diligently attempted to work with realtors.
With the incredible volume of refinancing during the past few years, purchase
money loan strategies have been placed on the back burner. As we look forward
to the day when the refinancing will slow down, enjoy this discussion with realtors
from the Las Vegas market, one of the fastest growing cities in the nation. Hear
their lender expectations and determine what it will take to improve realtor
relations. |
| 11:15am |
Using Technology to Re-Engineer the Mortgage Lending Process:
Success Stories
Scott Happ, President/CEO & Founder - Mortgagebot, LLC
John Cullen / SVP & Chief Financial Officer - Mortgagebot, LLC
Lisa Lauroesch, Director, Business Planning and Development - Freddie Mac
Paul Whitman, VP/Client Relations - CUMAnet, LLC
Carlene Rousseau, AVP/Sales - Technology Credit Union
This session
will focus on two remarkable stories of how organizations have used technology
as a catalyst for changing how their lending processes are designed. The first
involves CUMAnet, a leading mortgage CUSO that used technology and best practice
techniques to fundamentally alter their loan origination process, resulting in
dramatically reduced cycle times and expanded capacity. Our second success story
involves Technology Credit Union, a pioneer in web-based lending who uses leading
edge technology to constantly enhance and redesign the lending process. Join
us as we hear from the managers directly involved in these success stories. |
| 12:30pm |
Farewell Networking Luncheon
Sponsored by Freddie Mac |
| 1:30pm |
Final Open Networking Discussion & Tech
Lab Opportunities |
| 3:00pm |
Adjournment |
Refreshment Breaks Sponsored by United Guaranty
ACUMA Logo Take Home Gift Sponsored by LenderLive
Network, Inc.
Registration materials Sponsored by Fannie Mae
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