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Speakers & Sessions


State Convention June 17-18, 2024
Indianapolis

The Psychology of Money: How Re-Thinking Your Relationship with
Money can Help Grow Your Business

Kristin Messerli

Sponsored by

The way we buy is inextricably tied to the way we feel, and yet we often ignore the psychology of money when considering our biggest financial decisions. Money is connected with deeply held beliefs or fears related to early childhood memories, often resulting in insecurity, shame, or instability. While most consumers don’t think about these connotations, the best providers understand how to help them navigate their money story to make logical and smart decisions for their future.

Navigating the Economic Outlook: Real Estate Insights for the Presidential Election Year and Beyond

Lawrence Yun, National Association of Realtors

Join us for an exclusive session with renowned economist Lawrence Yun as he provides invaluable insights into the economic outlook during and after the Presidential election year, with a focus on the real estate market. With extensive expertise and a keen understanding of market dynamics, Yun will offer a comprehensive analysis of the potential impacts of the election on the economy and the housing sector. Attendees can expect to gain valuable knowledge about emerging trends, potential challenges, and strategic opportunities in the real estate market, empowering them to make informed decisions in the evolving economic landscape. Don't miss this opportunity to stay ahead of the curve and navigate the future of real estate with confidence.

Unlocking Opportunities in Affordable Housing

Moderator, Ric Oswald, Habitat for Humanity of St. Joseph County
Panelists
Jason Harris, Centier Bank
Steve Hostetter, GVC Mortgage, Inc. - Bailey and Wood Financial Group
Jonathan McKinnies, Hallmark Home Mortgage
Yen Nguyen, First Merchants Bank

In this panel discussion, IMBA members will delve into the challenges and opportunities surrounding affordable housing initiatives, exploring strategies to expand access to home ownership for underserved communities. From discussing government programs and incentives to innovative lending solutions, participants will gain valuable insights into navigating the complexities of affordable housing finance. Don't miss this opportunity to learn from your peers and discover actionable approaches to support affordable housing initiatives in your lending practices.

Are You Smarter Than an Underwriter?

MaryKay Scully, Enact MI

Explore the intricacies of underwriting in the mortgage industry and test your knowledge against real-life scenarios. Discover key insights into the underwriting process, common challenges, and effective strategies to navigate loan approvals. Whether you're a seasoned mortgage professional or new to the field, this session offers valuable insights to enhance your underwriting expertise and optimize lending outcomes.

NAR Settlement and Other Hot Legislative Topics

Maggie McShane, Indiana Association of Realtors
Tom Dinwiddie, IMBA Legal Counsel & Lobbyist and Partner at Dinsmore & Shohl LLP
Dax Denton, IMBA Executive Director

Maggie will join Dax and Tom to talk about the hottest regulatory issue of the year!  We will also discuss the results of this year's General Assembly and bills that will impact mortgage banking.

Do You Have the Sales DNA to be a Mortgage Superstar?

Jack Kasel, Anthony Cole Training Group

In today's dynamic lending landscape, mortgage loan originators face the challenge of leveraging technology to connect with prospects and providing value beyond mere information dissemination. This session offers practical insights into the essential skills that MLOs need to excel in their roles. Participants will explore 21 key skills crucial for success in mortgage sales, including strategies for engaging influencer realtors, builders, and existing client networks. By understanding the impact of each skill and its application in the mortgage industry, attendees will gain valuable knowledge to enhance their sales effectiveness and establish themselves as trusted advisors in the field.

Engage & Amaze

Jeff Platfoot, MGIC

Elevate your presentation skills with this interactive workshop! Discover techniques to conquer stage fright and channel nervous energy into enthusiasm. Explore body language, vocal modulation, and stage presence to exude confidence and maintain audience interest. Gain practical strategies for immediate application and leave a lasting impression on any audience.


Contact Us:

@ Indiana Mortgage Bankers Association

8425 Woodfield Crossing Blvd, Ste 155e

Indianapolis, IN  46240

Office: (317) 333.7146

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