Hindsight, Insight, Foresight:
Credit Union Leadership Roundtable Sessions
Tuesday, April 27
Session 1: Noon - 1:15 p.m. Central Time
Session 2: 1:30 - 3 p.m. Central Time
Join MGIC and our colleagues from CUNA Mutual Group as we lead virtual roundtable conversations with credit union leaders in real estate and mortgage departments. Hear how they’ve successfully navigated the challenges of the last year and what they’re doing to prepare for what’s ahead.
You’re invited to attend one or both of these MGIC-sponsored roundtable sessions as part of the ACUMA Power Station Events on Tuesday, April 27.
Audience: Stakeholders in the Origination of Residential Mortgage Loans – Operations, Mortgage Pricing, Sales, Secondary Marketing, and Risk Management
SESSION 1: NOON-1:15 P.M. CT
Lessons Learned: Successes, Strategies and Solutions
Conversation topics will include portfolio retention, recruiting/hiring, managing remote staff, product development, technology improvements and leveraging big data.
PANEL GUESTS
Bill Bolton – VP of Mortgage Sales, First Tech Federal CU
Wendy Dawson – VP of Mortgage Lending, Coastal Federal CU
Meg Dunn – VP of Mortgage Production, Lake Michigan CU
Amanda Myers – SVP of Mortgage Lending, Idaho Central
Rob Walworth, Director of Mortgage Sales, BECU
SESSION 2: 1:30-3:00 P.M. CT
Pivoting for the Future: Preparing for What’s Next
Discussion topics will include purchase money strategies, member mortgage penetration, real estate agent referral strategies, technology improvements, product development and first-time homebuyer initiatives.
PANEL GUESTS
Lori Allen – SVP Mortgage Services, Security Service FCU
Brad Goodenough – Mortgage Lending Sales Manager, Unitus Community CU
Patty Mason – VP of Real Estate Lending & Servicing, American Eagle Financial CU
Dawn Pellegrino – SVP Real Estate Lending, Members 1st FCU
Jason Sasena – CMB Chief Lending Officer, Westerra CU
Noel Watts – VP of Mortgage Operations, Lake Michigan CU
HOST MODERATOR
Chris Perry
VP of Sales & Natl. Credit Union Manager
MGIC
Chris specializes in the credit union industry. Since 2011, he’s led MGIC’s strategic approach for meeting the unique needs of credit unions, such as specialized training, dedicated CU underwriting teams, portfolio lending and purchase money strategies.
SESSION 1 CO-MODERATOR
Jeff Davenport
Financial Consultant
CUNA Mutual Group
Jeff’s experience includes 34 years in the financial services industry and 25 years in credit unions. He currently works with various sales teams, specialists and credit union executives with financial projections, as well as strategic and financial consulting.
SESSION 2 CO-MODERATOR
Bob Larson
Financial Consultant
CUNA Mutual Group
Bob has 20+ years of credit union experience, focusing on accounting and finance. He currently provides financial and consulting support to account teams for large and mid-size credit unions. He’s accountable for demonstrating the financial impact of CUNA Mutual Group products on credit union financial goals.
