Information

JUNE 2, 2014

Fairmont Newport Beach — Newport Beach, CA

Sign up today for CMBA’s 5th Annual Sales & Marketing Conference!

Times are changing. Markets are shifting. Is your team prepared to stay ahead of the competition in 2014?

Register now or sign up to sponsor or exhibit today!

Who will be there? Find out! Click here for the attendee list!

+ ON-SITE REGISTRATION ONLY

Hotel

Join us at the Fairmont Newport Beach!
4500 MacArthur Blvd.
Newport Beach, CA 92660
(800) 810-3039
www.fairmont.com/newport-beach/

Discounted room rate – $159/night
Click here to reserve your room

+ ON-SITE REGISTRATION ONLY

Schedule

Registration Open/Continental Breakfast
8:00 a.m.

Welcoming Remarks by Conference Co-Chairs
8:30 a.m. – 8:45 a.m.
David Zitting, CEO, Primary Residential Mortgage
Kevin Parra, CEO, Plaza Home Mortgage

Setting the Pace for 2014
8:45 – 9:00 a.m.

• Shift in Marketing Needs
• Changing Demographics
• Maximize Available Technology

Speaker
David Zitting, CEO, Primary Residential Mortgage

Compliant Marketing Strategies to Help You Build Your Business in 2014
9:00 a.m. – 9:50 a.m.
Building solid marketing strategies in the compliant world we live in is critical to companies today. The CFPB has their expectations of what they consider Unfair, Deceptive Abusive Acts and Practices in advertising. Add to that the elements of Do Not Call requirements, FFEIC requirements of Social Media and it all becomes a maze. In this session we will share insight into expectations of the CFPB and other governing authorities, how the CFPB Consumer Hotline plays into what you do and reveal some of the best marketing tools out there to make sure you are compliant while building your business.

• The expectations of the CFPB and UDAAP
• The importance of understanding requirements in advertising
• The biggest benefit of using effective CRM Reporting systems and which ones work
• How you can stay compliant and smart in your marketing

Moderator
Ginger Bell, Strategic Compliance Partners
Speakers
Jonas Kruckerburg, Top of Mind
Mark Madsen, Best Rate Referral

Broker or Banker – Enhance Your Platform to Win More Deals
10:00 a.m. – 11:00 a.m.

• How to Position Yourself to be More Competitive
• Is Mini-Correspondent a Worthy Target?
• How will the Changes to the GSE Business Possibly Affect the Banking World?
• What Activities Will Help Me Get More Loan Applications?
• Benefits and Drawbacks of Each Model

Moderator
Matt Ostrander, Parkside Lending, LLC
Speakers
Jim Dunkerley, First Funding
Nick Pabarcus, Stearns Lending
Dan Rawitch, Prime Lending

How Am I Going to Make Money This Year?
Implement these strategies to earn your maximum potential every minute of every day
11:00 a.m. – Noon

• How to Use Mobile Technology to Bring in More Loans
• Valuable Marketing Management
• Submit Supporting Documents Via Mobile Applications
• Time Management: How to Determine the Highest and Best Use of Your Time to Maximize Profits

Moderator
Scott St. John, American Pacific Mortgage
Speakers
Chad Carden, The Carden Group
Brentt Hoover, Hoover Luster Wealth Management Group, an office of MetLife
Bruce Orcutt, Ricoh USA and Kofax, Inc.

Exhibit Hall Opens – Lunch and Networking in Exhibit Hall
Noon – 1:30 p.m.

Knowledge Transfer on Overdrive with Top Producers
Don’t miss this opportunity to ask specific questions of some of the country’s top producers
1:30 – 3:00 p.m.
Topics to be included:

• The top challenges facing today’s Loan Officer
• Daily disciplines Loan Officers need to master in order to be successful long term
• Critical career advice from the panelists regarding their business
• Common industry myths
• The pros/cons of MSAs – do they work in this new environment?

Moderator: Casey Cunningham, CEO and Sales & Leadership Expert, XINNIX, The Mortgage Academy
Casey’s clients include the nation’s top mortgage companies and her insight has guided the careers of the country’s top producers and executives. Drawing on her decades of mortgage and executive experience, she provides a unique perspective on increasing production and modeling effective leadership. Her loan officer career peaked with a personal annualized production of 500 closed loans representing $60 million in volume. Casey has served as Executive Vice President of a $4 billion regional mortgage company and earned recognition as one of the highest ranking female executives in the industry.

Speakers:

Rockstar Marketing
Hear from one of the most aggressive marketers in the mortgage business and learn about the tools he uses to bring in more business
3:00 – 4:00 p.m.

• How to get noticed – website design and front end marketing
• Marketing tips for current clients
• Data Analytics
• Customer Engagement
• Attractive tools to that keep clients loyal

Moderator
Rick Arvielo, New American Funding
Speakers
Louie Zitting, MonitorBase
Trevor Niarchos, 220 Group
Dave Savage, Mortgage Coach

Networking Reception in Exhibit Hall
4:00 – 7:00 p.m.

We invite you to attend the official CMBA Sales & Marketing Conference Networking Reception. Mingle with attendees and exhibitors; greet old friends, share a toast with colleagues, and meet the innovative thinkers who are shaping the future of the mortgage industry. Take a stroll through the Exhibit Hall and enjoy the complimentary beverage provided by our Reception Sponsor Primary Residential Mortgage, Inc.

Speakers

Casey Cunningham, Founder & CEO, XINNIX, The Mortgage Academy

Casey Cunningham, founder and CEO of XINNIX, The Mortgage Academy, is the architect of the most successful training programs in the mortgage industry. An energizing, accomplished executive, Casey is a thought leader with a unique vision for industry trends and insight into personal and professional growth strategies.

Casey’s clients include the nation’s top mortgage companies and her insight has guided the careers of the country’s top producers and executives.

Drawing on her decades of mortgage and executive experience, she provides a unique perspective on increasing production and modeling effective leadership.

You’ll also hear from leaders and experts such as:

• Rick Arvielo, New American Funding
• Rodrigo Ballon, CMG Financial
• Ginger Bell, Strategic Compliance Partners
• Kevin Budde, Prime Lending
• Chad Carden, The Carden Group
• Jim Dunkerley, First Funding
• Brentt Hoover, Hoover Luster Wealth Management Group, an office of MetLife
• Tom Jarboe, Primary Residential Mortgage, Inc.
• Jonas Kruckerburg, Top of Mind
• Mark Madsen, Best Rate Referrals
• Trevor Niarchos, 220 Group
• Bruce Orcutt, Ricoh USA and Kofax, Inc.
• Matt Ostrander, Parkside Lending, LLC
• Nick Pabarcus, Stearns Lending
• Dawn and Bryan Peck, Guild Mortgage
• Dave Savage, Mortgage Coach
• Dan Rawitch, Prime Lending
• Mark Reeve, Plaza Home Mortgage
• Scott St. John, American Pacific Mortgage
• David Zitting, Primary Residential Mortgage, Inc.
• Louie Zitting, MonitorBase

+ ON-SITE REGISTRATION ONLY

SPONSOR THIS EVENT!

Sponsor

Great new sponsor benefits! Invite clients (and potential clients) to join you at the conference with complimentary Sponsor Tickets!

Sponsorship Levels
RECEPTION SPONSOR – $5,000

• New in 2014! 10 Additional “Sponsor Tickets” to distribute to clients (and potential clients!) to invite them to join you at the conference!
• One 8′ x 10′ Booth Exhibit Space (if reserved)
• 4 Conference Registrations (3 for non-CMBA member companies)
• Custom Drink Tickets distributed to all attendees
• Recognition as Reception Sponsor on event signage
• Recognition as Reception Sponsor in CMBA newsletter and website
• Full page ad in conference program (provided electronically)
• Pre- and Post-Conference registration lists with full contact information

GOLD SPONSOR – $3,500

• 7 Additional “Sponsor Tickets” to distribute to clients (and potential clients!) to invite them to join you at the conference!
• One 8′ x 10′ Booth Exhibit Space (if reserved)
• 3 Conference Registrations (2 for non-CMBA member companies)
• Recognition as Gold Sponsor on event signage
• Recognition as Gold Sponsor in CMBA newsletter and website
• Half-page ad in conference program (provided electronically)
• Pre- and Post-Conference registration lists with full contact information

BREAKFAST/LUNCH SPONSOR – $2,500

• 2 Conference Registrations (1 for non-CMBA member companies)
• Recognition as Breakfast/Lunch Sponsor on event signage
• Recognition as Breakfast/Lunch Sponsor in CMBA newsletter and website
• Pre- and Post-Conference registration lists with full contact information

*BADGE HOLDER SPONSOR – $1,000 (SOLD OUT!)

• 1 Conference Registration
• Sponsorship includes logo on all conference attendee badge holders
• Recognition as Badge Holder Sponsor on event signage
• Recognition as Badge Holder Sponsor in CMBA newsletter and website
• Pre- and Post-Conference registration lists with full contact information

Sign up now or call (916) 446-7100 for more information!
*Sponsor responsible for costs of badge holder, production and shipping. CMBA will have final approval before production.

Requests for refunds received prior to February 3, 2014 will be subject to a 50% cancellation fee. No refunds will be issued after February 3, 2014. All requests must be received in writing.

SPONSOR THIS EVENT!

+ ON-SITE REGISTRATION ONLY

Exhibit

Exhibit Opportunities Sold Out!
Premier Exhibit Booth: $1,250 (CMBA Member)/ $1,500 (Non-Member)

• SOLD OUT!
• One 8′ x 10′ Booth Exhibit Space
• 3 Conference Registrations (2 for non-CMBA members)
• Pre- and Post-Conference registration lists with full contact information

Requests for refunds received prior to February 3, 2014 will be subject to a 50% cancellation fee. No refunds will be issued after February 3, 2014. All requests must be received in writing.

EXHIBIT AT THIS EVENT!

+ Register for this Event

SPONSORED BY

Reception Sponsor

Gold Sponsor

Breakfasts/Lunch Sponsor

Conference Badge Sponsor

Conference Sponsor

Register

REGISTER NOW!

HOW TO REGISTER
Online registration is now closed. You may only register on-site. You may print your registration form using the fillable PDF form and then bringing it with you to the conference.

Registration Costs
CMBA Member: $149
Non-Member: $229

NOTE: CMBA Member Fees only apply to members of the California Mortgage Bankers Association.

Refunds, Cancellations & Substitutions
Requests for refunds received prior to May 2, 2014 will be subject to a 50% cancellation fee. No
refunds will be issued after May 2, 2014. All requests must be received in writing.

+ ON-SITE REGISTRATION ONLY