WRSP WRSP WRSP WRSP Discussions Deliver...
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SHOP SHOP SHOP SHOP SHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORK KSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP SHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORKSHOP WORK SHOP A CUMA’s annual spring workshops, held this year in Charleston, South Carolina and Minneapolis, brought the pressing issues of mortgage lending to almost 200 attendees over two days. e comprehensive Com- pliance and Regulatory discussions gave way to other focused presentations on topics ranging from better ways to communi- cate and tax changes affecting mortgage-lending credit unions to affordable lending strategies, MLO compensation issues and tips on preparing for NCUA examinations. Many presentations featured a “talk show” format that included lots of exchanges within the panels and in the audience. e two-day events are designed to provide education in an atmosphere that encourages networking. Attendees had the opportunity to talk with both the experts and their peers—not only during the workshop session but also at ACUMA’s informal meals (breakfast and lunch are provided) and opening-night reception—to develop their net- work of mortgage-lending professionals. 2018 ACUMA WORKSHOPS John Cepolski (center), Real Estate Origination Manager, Baxter Credit Union, and Amy Moser (right), Vice President of Mortgage Services at Mountain American Credit Union, join ACUMA’s Tracy Ashfield to discuss “Mortgage Lending Marketing Ideas.” Charleston attendees gathered in the ornate hotel ballroom for workshop sessions. ACUMA PIPELINE - SUMMER 2018 41 Michael Christians, Attorney and Compliance Consultant, helped attendees with “Navigating Today’s Regulatory Environment.” WORKS WORKSH WORKS WORKS WORKS WORKS Karen Purves, International Speaker on innovative impact, shares tips for communication with staff and customers in her session “Communicate with Strength— Key Words that Enhance Your Effectiveness.” Discussions Deliver “Deep Dive”
Transcript of WRSP WRSP WRSP WRSP Discussions Deliver...
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2018 Workshops Deliver ‘Deep Dive’
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ACUMA’s annual spring workshops, held this year in Charleston, South Carolina and Minneapolis, brought the pressing issues of mortgage lending to almost 200 attendees over two days. The comprehensive Com-
pliance and Regulatory discussions gave way to other focused presentations on topics ranging from better ways to communi-cate and tax changes affecting mortgage-lending credit unions to affordable lending strategies, MLO compensation issues and tips on preparing for NCUA examinations. Many presentations featured a “talk show” format that included lots of exchanges within the panels and in the audience. The two-day events are designed to provide education in an atmosphere that encourages networking. Attendees had the opportunity to talk with both the experts and their peers—not only during the workshop session but also at ACUMA’s informal meals (breakfast and lunch are provided) and opening-night reception—to develop their net-work of mortgage-lending professionals.
2018 ACUMA WORKSHOPS
John Cepolski (center), Real Estate Origination Manager, Baxter Credit Union, and Amy Moser (right), Vice President of Mortgage Services at Mountain American Credit Union, join ACUMA’s Tracy Ashfield to discuss “Mortgage Lending Marketing Ideas.”
Charleston attendees gathered in the ornate hotel ballroom for workshop sessions.
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Michael Christians, Attorney and Compliance Consultant, helped attendees with “Navigating Today’s Regulatory Environment.”
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Karen Purves, International Speaker on innovative impact, shares tips for communication with staff and customers in her session “Communicate with Strength—Key Words that Enhance Your Effectiveness.”
Discussions Deliver “Deep Dive”
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2018 ACUMA WORKSHOPS
Rob Chrisman, the Senior Advisor to STRATMOR Group’s Capital Markets practice whose daily market commentary is one of the mortgage industry’s most widely read publications, discusses “The Top Concerns for Mortgage Lenders” with Tracy Ashfield, consultant to ACUMA.
ACUMA President and Co-Founder Bob Dorsa, keeps things on schedule as Master of Ceremonies.
Tracy Ashfield takes the microphone into the workshop audience for questions.
Joe Weisbord, Director of Credit and Housing Access for Fannie Mae, talks about “Affordable Lending Strategies” for credit unions.
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Jason Sasena, SVP of National Mortgage Production at Lake Michigan Credit Union, discusses his CU’s successful mortgage program with Tracy Ashfield.
A fabulous hot buffet was provided for breakfast and lunch each day.
The Francis Marion Hotel brought ACUMA to downtown Charleston, S.C.
Kris Kully, a law partner in Mayer Brown’s Washington, D.C. office, helps workshop attendees with two important topics: “Fair Lending Compliance” and “MLO Compensation.”
Kendell C. Stange, Senior Tax Manager at Elliott Davis accounting and tax firm in Charleston, explains “How the Latest Tax Changes Impact Housing, Mortgage Lending and Your Credit Union.”
Joseph K. Goldberg, Director of NCUA’s Division of Consumer Compliance Policy and Outreach, Office of Consumer Financial Protection, and Ron Burn, Principal Examiner, NCUA Region 3, team up for the “NCUA Update” at Charleston.
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