1. Trang chủ
  2. » Tài Chính - Ngân Hàng

CAMP''''s 2013 Lender Fair: Building Business pdf

9 143 0
Tài liệu đã được kiểm tra trùng lặp

Đang tải... (xem toàn văn)

THÔNG TIN TÀI LIỆU

Thông tin cơ bản

Định dạng
Số trang 9
Dung lượng 390,1 KB

Các công cụ chuyển đổi và chỉnh sửa cho tài liệu này

Nội dung

2013 Lender Fair: Building Business California Association of Mortgage Professional’s Lender Fair – January 30 - February 1, 2013 We look forward to Jump Starting the New Year with you

Trang 1

CAMP's

2013

Lender

Fair:

Building

Business

January 30 - February 1, 2013

Newport Beach Marriott Hotel & Spa

900 Newport Center Drive

Newport Beach, CA 92660

JUMP START THE

NEW YEAR

Trang 2

Welcome!

2013 Lender Fair:

Building Business

California Association of Mortgage Professional’s Lender Fair – January 30 - February 1, 2013

We look forward to Jump Starting the New Year with you at our Lender Fair convention in Newport Beach, January 30 - February 1, 2013 This Lender Fair will include opportunities to fulfill your Compliance Training, hear industry insights from leading experts, attend a full trade show, network, and have a whole lot of fun while Building Your Business!

Lender Fair Planning Committee

CAMP would like to recognize the efforts of the following individuals who assisted in the planning and coordination of the 2013 Lender Fair These volunteers are prime examples of being a true mortgage professional

Karen Bates, CPA, President, VApro Network

Don A Currie, President, HighTech Lending

Dawn E Cychner, CEO/Senior Account Executive, C&S California Capital Inc

George L Duarte, CMC, President, Horizon Financial Associates

Derek L Graham, Vice President, Major Accounts, TITLE 365

Trang 3

Program

CAMP's 2013 Lender Fair: Building Business Newport Beach, California - January 30 - February 1, 2013

Wednesday, January 30, 2013

LEADERSHIP PROGRAM

1:00pm - 5:00pm Chapter Leadership Workshop

3:00pm - 5:00pm Exhibitor Set Up

Thursday, January 31, 2013

BUILDING BUSINESS PROGRAM

8:00am - 3:30pm Registration Open - Grand Pacific Foyer

8:00am – 6:00pm Expo Open - Grand Pacific Ballroom

8:30am - 9:30am Master the Principles of Selling with Intention

What if someone told you that there was a new way to sell? An easier way? Whether you are a Sales Professional or an Entrepreneur, this program will teach you the Principles of Selling with Intention and help you significantly increase your sales with less effort and less stress – without compromising your ethics or values This interactive and engaging presentation will help attendees discover the Selling with Intention Formula to double sales results this year Attendees will realize how

to release limiting beliefs and fears about selling, create

an Intentional Schedule to sell more in less time, and understand how Financial Set-Points prevent ultimate success Ursula Mentjes will inspire you to take action immediately–so you can begin to increase their sales this year!

Presenter: Ursula Mentjes, President, Sales Coach Now

9:30am - 10:00am Break

Trang 4

Program

10:00am - 11:00am Focus on Your CORE

If you are serious about building a great mortgage lender business, then you must learn the CORE Guys’ fundamental framework to fulfilling your goals The CORE Guys provide mortgage professionals with a roadmap to accumulate wealth, net more income and run more efficient teams and businesses Over the past 11 years The CORE has developed a 92% success rate with their mortgage-coaching program This is a presentation you do not want to miss

Presenter: Travis J Nicolaysen, Director of Sales, The CORE Training, Inc

11:00am - 11:30am Break

11:30am - 12:30pm Marketing that Matters

Jumpstart the New Year with everyone knowing your name By using effective marketing you can build a bigger client base than you have ever had Four successful mortgage professionals will share their marketing strategies Each expert will address a different medium of marketing and share their tricks of the trade The marketing strategies to be addressed will

be social media, paper, video marketing email, and brands

Facilitator: Fred Arnold, Mortgage Advisor, American Family Funding

Presenter: Roberto Monaco, Co- Founder, InfluenceOogy, LLC.

12:30pm - 1:30pm Break (No Lunch Provided)

Trang 5

Program

CAMP's 2013 Lender Fair: Building Business Newport Beach, California - January 30 - February 1, 2013

1:30pm - 2:30pm Playing by the New Rules

Edwin Chow from the Consumer Financial Protection Bureau (CFPB) will provide an introduction to the CFBP and touch on the agencies mortgage related regulations He will explain the agencies’ supervisory and examination program processes and priorities Mr Chow will also summarize the new regulations that will

be released in January 2013 Seize this prime opportunity to gain clarification on the new rules and regulations that will affect your business

Presenter: Edwin Chow, Consumer Financial Protection Bureau

3:00pm - 4:00pm Smaller the Niche, Bigger the Rich

Narrow your focus and everything will become clear…or should we say green! Establish yourself in a niche market and watch your bank account grow Discover the best practices and know-how from mortgage professionals who are on the top of their niche Learn about reverse mortgages, VA loans, 203 K loans, and commercial lending Find your niche for 2013!

Facilitator: Don Currie, President, HighTechLending, Inc Presenters: Ken Bates, "Mr VA", VApro Network; Jim Shevlin, Vice President, Wells Fargo Business Banking; Monte Rose, HighTechLending, Inc

4:00pm - 6:00pm Lender Fair Expo Reception - Hosted Bar

The Lender Fair Expo Reception is open to all mortgage professionals We encourage all to attend

Trang 6

Program

Friday, February 1, 2013

7:30am - 4:00pm Registration Open - Grand Pacific Foyer

7:30am - 4:00pm Expo Open - Grand Pacific Ballroom

8:00am - 4:00 pm CFPB Compliance Training

The CFPB Compliance training will provide educational information about the Federal consumer financial laws, and how to implement a compliance management system, including the internal policies and procedures that will ensure that you are, and remain, in compliance The training will also address new CFPB rules and regulations The training team includes industry compliance experts to guide attendees These experts have extensive expertise in consumer financial law and regulatory matters involving consumer financial services

The topics that will be covered include:

· Marketing and Advertising (Includes Advertising

Requirements, Compensation Practices, Lead Generation.)

· Implementing an Effective Compliance Management System (Includes what training you

should include on Fair Lending, ECOA, FCRA, TILA, HMDA, etc.)

· Preparing for a CFPB Exam (Includes checklists,

manuals and first hand information on what you should

do to prepare.)

· Third-Party Relationships (Includes FDCPA, FCRA,

GLBA, Vendor Management.)

· What is UDAAP? (Includes Assessing Consumer Risk

and the CFPB Approach.)

· Dodd-Frank Updates (Includes current updates on

Trang 7

Program

CAMP's 2013 Lender Fair: Building Business Newport Beach, California - January 30 - February 1, 2013

After the completion of this one-day seminar, participants will be able to understand and explain basic loan types and programs, calculate income ratios and mortgage payments, reduce processing and underwriting time, and ensure a quick closing Boot CAMP builds a fundamental foundation for future mortgage professionals If you are starting out in the mortgage professions this is the seminar for you!

Presenter: Guy Schwartz, CMC, Associate Mortgage Broker, CMG Financial

12:00pm - 1:00pm Break (No Lunch Provided)

CAMP's 2013 Education Sponsor

Trang 8

Hotel Information

General Information:

All events will take place at the Newport Beach Marriott Hotel & Spa, located at 900 Newport Center Drive across the street from Fashion Island, January 30 - February 1, 2013

Reservations:

A block of rooms is available at a rate of $155.00 plus tax

Reservations can be made by calling the Newport Beach Marriott at (949) 640-4000 or

the Marriott Reservations number at (800) MARRIOTT

The CAMP room block will close on January 9, 2013

900 Newport Center Drive Newport Beach, CA 92660 Phone: 949.640.4000

Day use valet parking at the Newport Beach Marriott is discounted to $15.00 per day

Day use self parking is discounted to $8.00 per day

Trang 9

Registration

**Complete this form and FAX to 916-442-3616**

Contact Information

Name Title Company Address City State Zip _ Phone Fax _ Email

ATTENTION CHAPTER BOARD OF DIRECTORS - If you are planning to attend the Chapter

Leadership Workshop, please select this box: Yes, I plan to attend the Chapter Workshop

Admission

Full Conference - Includes Building Business Program and Compliance Training OR Boot CAMP

Amount Quantity Amount Due

Non-Member $239/person X _ Building Business Program - access to all presentations (Thursday) as well as access to expo

Amount Quantity Amount Due

Non-Member $99/person X _

Training - Admission to full day Compliance Training (Friday) OR Boot CAMP (Friday)

Amount Quantity Amount Due Compliance Training - Member $99/person X _ Compliance Training - Non-Member $149/person X _ Boot CAMP - Member $99/person X _ Boot CAMP - Non-Member $149/person X _

Total

Payment Information

Check Check Number (Payable to “CAMP”)

Credit Card (CIRCLE ONE) AMEX MasterCard Visa

Card Number Exp Date _ *VCode Name and Address on Card (if different from above):

Signature

*(3 or 4 digit security number on back of card)

Questions? Please call (916) 448-8236 Written notification of cancellation must be received by January 21, 2013 for a 75% refund Cancellations received after this date are non-refundable Please contact CAMP at least 15 days prior to the event if special accommodations are required during meetings or meals For overnight accommodations

please see call Marriott Reservations at (800) Marriott or the hotel directly at (949) 640-4000

CAMP's 2013 Lender Fair: Building Business Newport Beach, California - January 30 - February 1, 2013

Ngày đăng: 15/03/2014, 20:20