Elevating talent strategies to a new level.

February 6, 2020 | Dallas, TX

Why Attend?

Attracting, developing and retaining top talent is a critical priority for mortgage lenders. HousingWire developed engage.talent to help lenders, servicers and others in the mortgage ecosystem compete and win in the pitched battle for talent.

Leaders and talent experts will discuss and share the best tools and strategies to hire and retain some of the most sought-after roles in mortgage: from the top tier of individual contributors like loan officers and underwriters, to branch managers or origination executives who can attract entire teams of top performers. We’ll also focus on attracting and developing the best digital originators — those who understand how to not only build a world-class tech stack, but also how to leverage it to run scalable origination operations.

The event will be packed with actionable insight and give attendees a chance to network as well as interact with partners and peers. Don’t miss the chance to engage with the most influential mortgage talent leaders at engage.talent.



Learn more about sponsoring here.

Talent Leadership Council

Learn more about the Talent Leadership Council here.


Thu, 06 Feb

8:30 AM

8:30 AM (CT)

Summit Opens

9:00 AM

9:00 AM – 9:10 AM (CT)

Welcome & Overview

Christine Beckwith

President, COO & Master Coach

20/20 Vision for Success Coaching

9:10 AM

Haley Parker

Area Business Development Manager

Fairway Independent Mortgage Corp.

Arthur Matuszewski

Vice President of Talent


James Hecht

Executive Vice President, Head of Retail

Caliber Home Loans

10:00 AM

10:00 AM – 11:00 AM (CT)

Recruiting and Retaining Top Originators

Joel Epstein

Founder and Head Coach, Host of the bigJOEL Show

bigJOEL Coaching

Jennifer Micklos

Mortgage Loan Officer

Movement Mortgage

Shant Banosian

Branch Manager

Guaranteed Rate

Sean Johnson

Branch Manager


11:15 AM

Matthew Turner

Executive Talent Acquisition Specialist

United Wholesale Mortgage

Randy Wheeler

Managing Director, Talent Acquisition

Charles Schwab

Ashley Burnstad

Head of People


12:00 PM

Marcus Cole

Director, Future Housing Leaders program

Fannie Mae

1:15 PM

1:15 PM – 1:45 PM (CT)

Keynote Session

Amy Volas

Founder and CEO

Avenue Talent Partners

1:45 PM

Kristina Pool

Partner and COO

The Middleton Advisory Group

2:00 PM

John Palmiotto

Chief Retail Production Officer

Guaranteed Rate

Steve Barker

Market Leader

Movement Mortgage

Brian Covey

VP, Regional Production


2:45 PM

A.R. Smith

Co-founder / Managing Director

Adams and Smith Elite Consulting LLC

3:30 PM

3:30 PM – 4:15 PM (CT)

LO Comp Workshop

Laura LaRaia

Chief Legal Officer and General Counsel

First Guaranty Mortgage Corp.

Kris Kully


Mayer Brown

Michelle Canter

Partner, Financial Services


4:15 PM

Donavon Corliss

Vice President, Talent Acquisition

Mr. Cooper

4:45 PM

4:45 PM – 5:15 PM (CT)

The Battle for Talent

Tom Middleton

Founder and Managing Partner

The Middleton Group

Phil Treadwell

VP of Development & Regional Manager

Mason-McDuffie Mortgage

Anthony Casa



5:15 PM

5:15 PM – 6:15 PM (CT)

Closing Cocktails


George W. Bush Presidential Library and Museum
2943 SMU Boulevard, Dallas, Texas 75205

Our room block at The Highland Hotel has been filled.

#HWengage feedback

The engage.marketing conference was chalked full of great content and speakers. It will be a regular stop for our Marketing Department.

Rob R.

HousingWire does a great job of attracting the industry’s best and brightest, and it’s a pleasure to get to collaborate with so many great marketing minds.

James D.

Great information, great networking, beautiful city…looking forward to next year already.

David A.