Breakout Sessions

Learn from company leaders and industry experts.

schedule by day/time below

  • Tuesday

     

    Grand Ballroom D

    Grand Ballroom A

    Murano

    2:00 P.M.

    Building a Supportive and Inclusive Organization

     

    Kim Coleman photo

    More Info »

    The Reverse Revolution

    Past, Present and Future

    Tabatha Addison photo

    More Info »

    Interface to Face

    It’s time to meet the business tech platforms of your dreams

    AJ Swope photo

    More Info »

    3:10 P.M.

    Achieving Next Level Production

    The Conversation Continues

    Joe Christensen photo

    More Info »

    Revolutionizing the American Retirement

    How to Captivate, Cultivate & Convert MORE Reverse Clients

    Steven Sless photo

    More Info »

    Interface to Face

    It’s time to meet the business tech platforms of your dreams

    AJ Swope photo

    More Info »

    4:20 P.M.

    Achieving Next Level Production

    The Conversation Continues

    Joe Christensen photo

    More Info »

    Revolutionizing the American Retirement

    How to Captivate, Cultivate & Convert MORE Reverse Clients

    Steven Sless photo

    More Info »

    Building a Supportive and Inclusive Organization

     

    Kim Coleman photo

    More Info »

  • Wednesday

     

    Grand Ballroom D

    Grand Ballroom A

    Murano

    9:30 A.M.

    Rookie Rockstars

    How Rookie LOs are Bringing in Big Business

    Clayton McDonald photo

    More Info »

    Challenge Accepted

    How to Maintain “Success Elevated” In a World of New Obstacles

    Chris Jones photo

    More Info »

    Women in Finance

    Paving the Road for Each Other

    Deb Speed photo

    More Info »

    10:40 A.M.

    Fire Up Your CRM

    Do More with Surefire

    Jared Lewis photo

    More Info »

    Challenge Accepted

    How to Maintain “Success Elevated” In a World of New Obstacles

    Chris Jones photo

    More Info »

    Appraisal Management

    Making the Process Work for You

    Susan Shaffer photo

    More Info »

    11:50 A.M.

    Fire Up Your CRM

    Do More with Surefire

    Jared Lewis photo

    More Info »

    Rookie Rockstars

    How Rookie LOs are Bringing in Big Business

    Clayton McDonald photo

    More Info »

    Appraisal Management

    Making the Process Work for You

    Susan Shaffer photo

    More Info »

Achieving Next Level Production

The Conversation Continues

Back by popular demand! We’re bringing this popular session back for part two so you get the chance to learn from even more of PRMI’s top producers. Get insight into what it takes to achieve the next level of success as some of PRIM’s top producers share their advice. For some, next-level success may be getting four loans a month while others may have a target dollar amount in mind. This session will address how to reach your goal, whatever it may be.

Host

Joe Christensen photo

Joe Christensen

Director of Business Relations - PRMI

Panelists

Brandon Von Almen photo

Brandon Von Almen

Sales Manager - Great Lakes

Mike Koran photo

Mike Koran

Division President - San Francisco

Stacy Orozco photo

Stacy Orozco

Senior LO Outside Sales - The Scottsdale Group

Challenge Accepted

How to Maintain “Success Elevated” In a World of New Obstacles

Learn how to maintain stability and loyalty in an ever-changing industry. We face a lot of changes as we enter the post-Covid landscape. Join us as we discuss how to navigate this territory full of new challenges and opportunities. Hear from leaders who have fostered long-term commitment from their teams by providing a sense of purpose and community. We’ll discuss what we can keep doing to maintain our high levels of success and talk about how we must adapt.

Host

Chris Jones photo

Chris Jones

President of Retail – PRMI

Panelists

Dean Johnson photo

Dean Johnson

Division President – Mid Atlantic Division

Nick Barta photo

Nick Barta

Division President – Security First Financial

John Engvall photo

John Engvall

Division President – PRMI

Don Worthington photo

Don Worthington

Branch Manager - PRMI

Building a Supportive and Inclusive Organization

 

Join us for an insightful discussion about what diversity and inclusion mean to each of PRMI’s Diversity & Inclusion Ambassadors and learn about our current initiatives, goals for the future and ways you can contribute to our mission.

Host

Kim Coleman photo

Kim Coleman

VP and Associate General Counsel – PRMI

Panelists

Donte Harris photo

Donte Harris

Branch Manager – Mid Atlantic Division

Danny Felton photo

Danny Felton

Branch Manager – Sunshine State Division

Amy Fichter photo

Amy Fichter

Branch Manager – Mid Atlantic Division

Interface to Face

It’s time to meet the business tech platforms of your dreams

Join Blend, Surefire and Optimal Blue for a round of speed dating and learn three little-known secrets about these attractive tech platforms. Get the inside scoop from PRMI subject matter experts and vendor reps. Our eligible platforms are eager to show you how they can improve your productivity and help you manage a massive pipeline. These tech stacks are powerful, helpful, and best of all, AVAILABLE! Don’t miss out on this chance to fall in love with a tech platform that helps your business grow.

Host

AJ Swope photo

AJ Swope

Executive Vice President of Secondary - PRMI

Panelists

Braedon Goudie photo

Braedon Goudie

Product Manager - PRMI

Jared Lewis photo

Jared Lewis

VP of Marketing – PRMI

Amber Hanson photo

Amber Hanson

Director of Secondary Marketing - PRMI

Maggie Reames photo

Maggie Reames

VP of Account Development - Top of Mind

Fire Up Your CRM

Do More with Surefire

Bring your laptops to this hands-on session where we’ll dive into Surefire. Learn how to use this powerful CRM to save time and stay top of mind with your customers and referral partners. Find out how to access content, set up workflows and much more.

Host

Jared Lewis photo

Jared Lewis

VP of Marketing – PRMI

Presenter

Jeff Harris photo

Jeff Harris

System Administrator – PRMI

Rookie Rockstars

How Rookie LOs are Bringing in Big Business

Branches across PRMI are bringing in new blood to the mortgage industry. However, it can take new LOs time to learn the business and ramp up their pipeline as they develop referral sources. Come listen as Clayton McDonald, Manager of New Branch Integration & Origination Training, talks to some of PRMI’s Rookie Rockstars and learn how they are bringing in big business.

Host

Clayton McDonald photo

Clayton McDonald

Branch Integration/Origination Training - PRMI

Panelists

 Christopher Lynch photo

Christopher Lynch

Loan Officer - Great Lakes

Ashley Williams photo

Ashley Williams

Loan Officer - Kansas

Sawyer Polen photo

Sawyer Polen

Loan Officer - Great Lakes

Women in Finance

Paving the Road for Each Other

Join us for an insightful discussion about helping women thrive in the male-dominated finance industry. Learn more about choosing and becoming a mentor, finding your voice, getting more out of crucial conversations and paving the way for women of the future. All are welcome.

Host

Deb Speed photo

Deb Speed

Director of Marketing and Communications - PRMI

Panelists

Ruth Green photo

Ruth Green

Executive Vice President and Chief Operations Officer - PRMI

Alyssa North photo

Alyssa North

SVP of Operations - PRMI

Theresa Sheridan photo

Theresa Sheridan

Regional Sales Manager – Puget Sound

Cheryl Halverson photo

Cheryl Halverson

Division Manager – PRMI Sacramento

Appraisal Management

Making the Process Work for You

Understanding the appraisal process can help you close loans smoothly and keep customers happy. Join us for an empowering and engaging conversation as we talk to AMC experts. We’ve gathered your top questions and will be learning more about best practices to make the appraisal process faster and easier for everyone.

Host

Susan Shaffer photo

Susan Shaffer

VP of Underwriting – PRMI

Panelists

Marc Palermo photo

Marc Palermo

President – Accuworth

Scott Gurwin photo

Scott Gurwin

Managing Director - Accuworth

Rod Olsen photo

Rod Olsen

Executive Vice President - AMCLinks

Michael Jorgenson photo

Michael Jorgenson

CEO – HomeBase

Matthew Scott photo

Matthew Scott

EVP – Nations Valuation Services

Greg Bernstein photo

Greg Bernstein

EVP of Operations – Opteon

The Reverse Revolution

Past, Present and Future

Our partners at AAG will guide us through the history of reverse mortgages and the benefits of presenting reverse mortgages as an option to all of your borrowers. Learn about collaborating with AAG and The Sless Group and find out what you can do to help PRMI become a leading reverse mortgage lender.

Host

Tabatha Addison photo

Tabatha Addison

Vice President, Wholesale Lending - AAG

Revolutionizing the American Retirement

How to Captivate, Cultivate & Convert MORE Reverse Clients

After learning about the evolution of reverse mortgages from Tabatha Addison of AAG, join PRMI’s very own reverse mortgage specialists for an exciting discussion about the timely opportunity to diversify your product offerings and join PRMI’s Reverse Revolution. We’ll cover your phenomenal support system, including marketing, messaging, technology, strategic partnerships and more.

Host

Steven Sless photo

Steven J. Sless, CLTC®

Division President, The Steven J. Sless Group & Reverse Mortgage Channel Leader at PRMI.
Expect More With Sless™

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