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| 7:30 a.m. |
Continental Breakfast
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| 8:00 a.m.–8:30 a.m. |
Opening Remarks and Attendee Introductions
Murray Brown & Jerry Aust
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| 8:30 a.m.–9:30 a.m. |
Survival Training (Part 1)
Moderators: Mary Morstadt & Susan DeMars
Presenter: Regina M. Lowrie, CMB, MBA Chairman
Does your association have what it takes to survive in today’s challenging environment? What will your association look like
in 2010... in 2016? What internal and external forces will determine your relevance over the next several years? How will
the role of state and local associations evolve? Explore answers to these questions through such topics as strategic planning,
conflict resolution, and the ongoing need for redefining association goals and objectives to reflect rapidly changing industry
dynamics and member needs.
In addition, the session looks at association trends, including strategies adopted in states with loan officer licensing to
serve the pre- and post- licensing educational needs of loan officers. Further discussion will provide a clearinghouse of
ideas for aligning membership recruitment and retention strategies with changing trends and evolving association roles.
Two sessions are devoted to these important topics.
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9:30 a.m.–9:50 a.m.
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Break
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9:50 a.m.–10:50 a.m.
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Survival Training (Part 2)
Moderators: Susan DeMars & Mary Morstadt
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10:50 a.m.–12:05 p.m.
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Legislative & Regulatory Highlights
Moderator: E. Robert Levy
Presenter: Steve O’Connor, MBA Senior Vice President, Public Policy
This session provides an update on state legislative and regulatory issues, such as licensing, predatory lending, delinquency/foreclosure
and mortgage fraud. Also hear about the hottest issues being addressed on Capitol Hill from MBA’s government affairs staff.
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12:15 p.m.–1:15 p.m.
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Chairman–elect Luncheon
Featuring John M. Robbins, CMB, MBA Chairman-elect
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1:30 p.m.–3:00 p.m.
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Working Group Breakout Sessions
Moderators:
Group 1: Kevin Cuff, Margaret “Meg” Malette & Deborah Imondi
Group 2: Joseph Cudwadie, Mark Stiles, E. Robert Levy & Michele Watson
Group 3: Deloris Green
Group 4: Murray E. Brown, Mary Morstadt & Joanne Misuraca
Group 5: Lisa Vercher & David Feisal
Group 6: E. Michael Rosser
Group 7: Susan DeMars & Mike Olden
Join attendees from states in your working group to discuss successes, challenges and creative solutions to those challenges.
It’s a priceless opportunity to share ideas in an intimate setting with your peers. Some participants have called this the
“most important session of the Workshop.”
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3:00 p.m.–3:15 p.m.
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Break
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3:15 p.m.– 4:15 p.m.
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Website Workshop
Moderator: Michele Watson
Presenter: Cheryl Crispen, MBA Senior Vice President
Build a better web site. MBA Senior Vice President Cheryl Crispen leads this practical session focused on the review of websites
from associations of varying sizes and sophistication to determine what works and what can be improved upon. If you have a
specific question about your site, you are encouraged to email Cheryl Crispen in advance of the Workshop at dtoporek@mortgagebankers.org.
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5:00 p.m.–6:30 p.m.
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Welcoming Reception
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8:00 a.m.–9:00 a.m.
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Breakfast Buffet
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9:00 a.m.–10:30 a.m.
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Breakout Sessions:
Executives and Managers Roundtable
Moderator: Joanne Misuraca
State and local executive directors and managers take this opportunity to exchange ideas related to their unique roles. Whether
you’ve managed an association for ten weeks or ten years, you’ll find this session valuable.
Volunteers Roundtable: Influence Your Legislators
Moderator: E. Michael Rosser
Lobbying is an integral and critical role of associations. Learn from industry experts how to lobby effectively, avoid missteps
and get your message heard. Discussion focuses on relevant, timely industry-related lobbying issues. Learn what associations
are doing to maximize their lobbying impact.
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10:30 a.m.–10:50 a.m.
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Break
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10:50 a.m.–11:50 a.m.
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Secure Your Future with Non Dues Revenue
Moderators: Joseph Cudwadie & Kevin Cuff
How can your association financially benefit from new rules and regulations? Explore educational opportunities being created
by loan officer licensing and continuing educational requirements. Discuss affinity programs and other valuable money-making
prospects. Explore revenue strategies relevant to your changing environment.
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11:50 a.m.–12:50 p.m.
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Economic Outlook
Moderator: Mark Stiles
Presenter: Douglas D. Duncan, Ph.D, MBA Chief Economist
MBA’s Chief Economist Doug G. Duncan, Ph. D., delivers an economic update and forecast with practical perspectives for the
future followed by Q & A and group discussion.
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12:50 p.m.–1:15 p.m.
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Wrap up
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