DON'T MISS OUT!
***REGISTRATION IS NOW OPEN!!! REGISTER TODAY!!***
Click Here for More Information on the Conference
2025 Tri-State Mortgage Conference
February 6-7, 2025!
The Venue at Portwalk Place, Portsmouth, NH
*Great Location*
*Timely Topics & Dynamic Speakers*
*Networking*
*Exhibitors Showcasing the Latest Products & Technology*
Welcome to the 2025 Tri-State Mortgage Conference. This year's event offers opportunities to network with old friends as we as meet new ones, visit vendors you currently have a relationship with or meet one you did not know, and most importantly, learn valuable information from speakers and workshops to take back and apply to your job!
DON'T MISS OUT!
ATTENDEE REGISTRATION: $325.00 per person
Deadline to register - Thursday, January 23rd
*Attendee Registration will be $375 following January 23rd
**AGENDA**
Preliminary Agenda:
Thursday, February 6th
8:15 AM - 9:00 AM Registration & Networking with Exhibitors/Sponsors; Full Breakfast Buffet
Exhibitors: Arch MI; CIC Credit; G.C. Engineering, Inc., New Hampshire Community Loan Fund
Sponsors: M&M Consulting, LLC, Federal Home Loan Bank of Boston
9:00 AM - 9:10 AM Welcome; Chair, NH Bankers Association & President, Mortgage Bankers & Brokers Association of NH
9:10 AM - 10:30 AM A Washington Perspective; Rod Alba, SVP, Mortgage Finance & Senior Regulatory Counsel American Bankers Association (ABA)
As the new administration begins, what does this mean for CFPB junk fees and regulatory matters at the federal level. This is an incredible opportunity to gain firsthand knowledge from one of the leading experts in the field as he shares his invaluable insights on a variety of mortgage industry issues.
10:30 AM - 11:00 AM Morning Beverage Break
11:00 AM - 12:00 PM Shift Happens: Actionable Strategies for Successful Change; Vanessa A. Frederes, Owner, Marin Consulting Group
Change management is the process of planning, implementing, and evaluating changes in organizations and helping employees understand their part in the process and enhancing communication throughout the process. You will learn key elements of a successful change management and how to implement it.
12:00 PM - 1:00 PM Buffet Lunch with the Exhibitors/Sponsors - Sponsored by Federal Home Loan Bank of Boston
1:00 PM -2:00 PM Rebranding Yourself in Middle Age, When Unexpected Change Happens Panel
Middle age can be full of changes. Maybe you find yourself at a company that is shifting gears or just looking to proactively make changes of your own. It's time to reimagine, redefine and rebrand who you are. Learn from peers who have experienced their own mid-career challenges and how they navigated to the next chapter.
2:00 PM - 2:15 PM Afternoon Break with Exhibitors
2:15 PM - 4:15 PM Cybersecurity; Cam Shilling, Director-Litigation Department and Chair-Cybersecurity and Privacy Group; McLane, Middleton Law Firm
Mortgage bankers and brokers face critical issues with respect to cybersecurity, privacy, and artificial intelligence. During this presentation, we will address the moste acute cybersecurity risks, and the practical strategies for mortgage bankers and brokers to comply with existing privacy laws and emerging AI regulations.
4:15 PM - 5:15 PM Exhibitor/Sponsor Networking Reception
Friday, February 7th
8:15 AM - 9:00 AM Registration & Networking with Exhibitors/Sponsors; Full Breakfast Buffet
Exhibitors: Arch MI; CIC Credit; G.C. Engineering, Inc., New Hampshire Community Loan Fund
Sponsors: M&M Consulting, LLC, Federal Home Loan Bank of Boston
9:00 AM -9:05 AM Welcome; Chair, NH Bankers Association & President, Mortgage Bankers & Brokers Association of NH
9:05 AM - 10:05 AM The Evolving Landscape of the Mortgage Banking Industry
As the mortgage landscape continues to evolve, this session is more relevant than ever for anyone involved in real estate finance, lending, and homeownership. Whether you're focused on personal branding, market positioning, or technological innovation, this session offers a comprehensive look at the tools, strategies, and mindset needed to succeed in 2025 and beyond.
10:05-10:30 AM Morning Break
10:30 AM - 11:30 AM Frankly Speaking: A Conversation with Young Leaders
Join us for a dynamic discussion as young professionals open up about the realities of leadership in today's fast-changing world. From navigating generational divides and age-related biases to balancing remote work with raising families, these aspiring leaders will share both the trials and triumphs they faced. Whether you're a seasoned professional curious about new perspectives or a rising leader looking to relate, this conversation promises insights that bridge generations and inspire a shared understanding of the future of work.
11:30 AM - 12:30 PM Social Impact Lending and How Banks Can Help Their Local Communities; J. Tony Thompson, CMB, Founder & CEO, National Association of Minority Mortgage Bankers of America (NAMMBA)
The multicultural market represents a $2.9T opportunity for mortgage lenders over the next three years. In this insightful and engaging presentation, J. Tony Thompson, CMB CEO of NAMMBA/Cultural Outreach will introduce the concept of social impact lending and how banks can help more borrowers get into homes and serce more minority small businesses in their local communities. Additionally, Tony will share best practices on how lenders can implement creative strategies to grow originations while mitigating regulatory risk with the regulators. Lastly, Tony will share the market opportunity for lenders in the New England market to help create business case to increase your organization's impact and profitability into this high growth/high profit market.
12:30 PM Adjournment
