The Forum V– Greenville, SC, September 4-6, 2024
Forum V will take place September 4-6, 2024 in the enchanting southern city of Greenville, SC, at the historic Westin Poinsett in the heart of downtown. In addition to several deep-dive topics facilitated by industry leaders, we will experience the beauty, culture and outdoor activities of this beautiful town. The weather should be great this time of year, and endless opportunities are available in the area if you want to stay the weekend.
Agenda
Wednesday, September 4
7:00 PM - 9:00 PM
Opening Dessert Reception for Members, Spouses and Guests
Thursday, September 5
8:30 AM - 9:00 AM
Breakfast for Member s and Guests
9:00 AM - 11:30 AM
Rostrum I
Every Basis Points Matters
Ways to look for better execution in Hedge Trading, Loan Sale, and MSR space.
Greg Vacura, President of Agile Trading Technologies
Greg Richardson, EVP Capital Markets, Primis Mortgage
Deb Jones , CMB , SVP Mortgage Capital Markets, Citizens Bank
Steven Valladares, CMB, Moderator
11:30 AM - 12:15 PM
Presentation by Nolan Turner, CMB
Refi Boom or Bust?
12:15 PM - 1:00 PM
Lunch
1:00 PM – 3:00 PM
Rostrum II
AI in Mortgage Banking
How it impacts our industry, and what risks are not being addressed
Noelle Russell, Award winning Author & Technologist, AVP Microsoft AI
Dutch Schorgl and Keith Bilodeau with TechMor,
Debra Gabeglio, AMP, formerly of FHFA
Josh Friend, CEO, Insellerate
Mike Eshelman, CMB, Moderator
3:00 PM - 4:15 PM
Rostrum III
Update - The Impact of Climate Change on Mortgage Banking
Amanda Johnson Schmid, CMB
6:00 PM-9:00 PM
Happy Hour and Dinner
Private Patio at Larkin's
For Members, Spouses & Guests
Friday, September 6
8:30 AM – 9:00 AM
Breakfast
9:00 AM - 10:45 AM
Rostrum IV
New Frontiers - Strategic Responses to the NAR Settlement
Christy Soukhamneut, CMB
10:45 AM - 11:45 AM
Rostrum V
Mortgage Fraud and Red Flag Update
Could TBW Happen Today?
Madeline Johnson, CMB
11:45 - 12:00
Closed Session, CMB's only
CMB Society Update
12:00 PM Adjourn
The Historic Westin Poinsette in Greenville, SC FORUM Rate: $199 Link Below
Hotel Registration Link
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