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.

Speakers

Shant Banosian

Branch ManagerGuaranteed Rate

Sean Johnson

Branch ManagerloanDepot

Jennifer Micklos

Mortgage Loan OfficerMovement Mortgage

James Hecht

Executive Vice President, Head of RetailCaliber Home Loans

Haley Parker

Area Business Development ManagerFairway Independent Mortgage Corp.

Arthur Matuszewski

Vice President of TalentBetter.com

Amy Volas

Founder and CEOAvenue Talent Partners

Laura LaRaia

Chief Legal Officer and General CounselFirst Guaranty Mortgage Corp.

Phil Treadwell

VP of Development & Regional ManagerMason-McDuffie Mortgage

Kris Kully

PartnerMayer Brown

Joel Epstein

Founder and Head Coach, Host of the bigJOEL ShowbigJOEL Coaching

Anthony Casa

ChairmanAIME

Randy Wheeler

Managing Director, Talent AcquisitionCharles Schwab

Christine Beckwith

President, COO & Master Coach20/20 Vision for Success Coaching

John Palmiotto

Chief Retail Production OfficerGuaranteed Rate

Steve Barker

Market LeaderMovement Mortgage

A.R. Smith

Co-founder / Managing DirectorAdams and Smith Elite Consulting LLC

Matthew Turner

Executive Talent Acquisition SpecialistUnited Wholesale Mortgage

Brian Covey

VP, Regional ProductionloanDepot

Romi Mahajan

Chief Marketing and Revenue OfficerQuantarium

Ashley Burnstad

Head of PeopleRoostify

Sponsors

Learn more about sponsoring here.

Talent Leadership Council

Learn more about the Talent Leadership Council here.

Agenda

Thu, 06 Feb

8:30 AM

8:30 AM

Summit Opens

9:00 AM

9:00 AM – 9:10 AM

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

Better.com

James Hecht

Executive Vice President, Head of Retail

Caliber Home Loans

10:00 AM

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

loanDepot

11:00 AM

11:00 AM – 11:15 AM

Networking & Coffee Break

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

Roostify

Romi Mahajan

Chief Marketing and Revenue Officer

Quantarium

12:00 PM

12:00 PM – 1:15 PM

Lunch

1:15 PM

1:15 PM – 1:45 PM

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

loanDepot

2:30 PM

2:30 PM – 2:45 PM

Networking & Coffee Break

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

LO Comp Workshop

Laura LaRaia

Chief Legal Officer and General Counsel

First Guaranty Mortgage Corp.

Kris Kully

Partner

Mayer Brown

Michelle Canter

Partner, Financial Services

Bradley

4:15 PM

4:45 PM

4:45 PM – 5:15 PM

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

Chairman

AIME

5:15 PM

5:15 PM – 6:15 PM

Closing Cocktails

Venue

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.

Register

$595.00$4,500.00

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