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
9:10 AM – 9:55 AM
The Impact of Company Culture on Attracting and Retaining Top Talent
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
10:00 AM – 11:00 AM
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
loanDepot
11:00 AM
11:00 AM – 11:15 AM
Networking & Coffee Break
11:15 AM
11:15 AM – 12:00 PM
Hiring Digital Talent in a Competitive Market
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
1:45 PM – 2:00 PM
Recruiting and Retaining Women in Leadership Roles
Kristina Pool
Partner and COO
The Middleton Advisory Group
2:00 PM
2:00 PM – 2:30 PM
An Open Discussion: What Lenders Need Recruiters to Understand
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
2:45 PM – 3:30 PM
It's All About Leadership: Developing a Strategy for Sustained Growth
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
4:15 PM – 4:45 PM
Attracting Top Operations/Fulfillment Talent
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
Register
$595.00 – $4,500.00