Hyatt Regency Grand Cypress Orlando, Florida - EXHIBIT INFORMATIONAL BROCHURE 17th Annual Eastern Secondary Conference June 22-23, 2021 and 67th ...
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17th Annual Eastern Secondary Conference
June 22-23, 2021
and 67th Annual Convention
June 23-24, 2021
EXHIBIT INFORMATIONAL BROCHURE
Hyatt Regency Grand Cypress
Orlando, Florida
2021
Coming Back-to-Back-Together Again!
We are bringing our Eastern Secondary Market Conference and Annual Convention back to back once
again in 2021. We all know it was an impossible year for meeting in person in 2020 and we are staying
positive in moving forward with planning this important event for 2021. The support of our industry partners
and leadership is overwhelmingly in favor of making this happen. Of course we have booked our meeting
and exhibit space according to current social distancing guidelines and will review everything as we get
closer to June and make any necessary adjustments. We can’t predict how COVID-19 will impact us, but
we will keep everyone posted on any changes.
Having these two events back to back is very valuable to you!
Number one reason is to manage your budgets and our budgets. You have the audience of the secondary
and convention attendees!
Exhibitors exhibit at the Secondary Conference and Annual Convention! We have been asked to in-
clude exhibits at our Annual Convention and this makes it happen, both for one fee. We have times begin-
ning with the Secondary event going into the Annual Convention where you will be able to meet with so
many more industry professionals for a very inexpensive exhibit fee.
Sponsors get substantial value for the sponsorship with more exposure to attendees from both events!
Registration Refunds are provided minus a $100 cancellation fee if received and acknowledged in writ-
ing by June1, 2021. No refunds can be provided after this date since we have to submit final hotel guaran-
tees. We are unable to adjust this once they have our numbers. Registration substitutions are accepted.
Refunds will be provided for pandemic restrictions according to federal guidelines.
Please refer to the forms to exhibit and sponsors for more complete information. We need and appreciate
your support this year more than ever!
The MBA of Florida’s leadership, 2021 Eastern Secondary Conference and Convention Committees
are very excited and look forward to coming back together and can’t wait to see you in June at the
beautiful Hyatt Regency Grand Cypress in Orlando, Florida
Welcome Exhibitors We invite you to join us for our Back to Back 17th Annual East-
ern Secondary Conference and 67th Annual Convention
The Hyatt Regency Grand Cypress, Orlando Florida is
perfect for this event!
Please refer to the floor plan of the exhibit room further in this
packet. All receptions, breakfast, breaks, and lunch will be in
the exhibit room with all non-conflict times. The exhibits open
on Tuesday, Wednesday with many non-conflict times and
continues into Thursday, with a final breakfast and break that
day, after which the exhibits conclude. We expect to sell out
this year with this new option of both events back to back,
and everyone ready to network, so please get your registra-
tion in as soon as possible.
Networking Opportunities
Networking and Education is our priority and we know almost
equal when deciding on coming to an event.
The MBA of Florida conference and convention committee careful-
ly outlined the program, exhibit times and room set-ups to maxim-
ize your time with us. To make sure our dedicated speakers have
the audience they deserve we ask everyone to be aware of the
sessions going on and make your appointments in between these
times. There will be evenings available also for you to have time to
interact with your customers at your events and dinners after the
receptions.
Communications
Please be aware that we provide everyone the registration list
about two weeks prior to the conference. This list is for use by you
only to make connections prior to the conference. If we get
knowledge of the list going to others not related to this conference,
it may affect the ability for us to offer this very useful option in the
future. Thank you for your consideration in this matter
Sponsorship Opportunities
There are four levels of sponsorships available. You receive
substantial value for the sponsorship now with more exposure to
attendees from both events! See the sponsorship form for com-
plete information on all available sponsorships, including ad
deadlines, specs, etc.
Exhibit Fees
The fee is $800, include one rep and only $400 for each extra ex-
hibit rep. All reps have full event access. We have TWO PREMIUM
spaces this year for $1,500. Please see the exhibit registration form
for the premium space locations, and for details on all pricing, in-
cluding electrical ordering.
EXHIBITOR DETAILS and HELPFUL INFORMATION
PLEASE SEE THE FLOOR PLAN WITHIN THE FOLLOWING PAGES
(THE FLOOR PLAN IS NOT 100% TO SCALE OF LOCATIONS OF THE ROUND TABLE
SEATING. THE RECEPTIONS WILL HAVE THE INCLUSION OF SCATTERED HIGHTOPS, ETC.
THE FLOOR PLAN IS SUBJECT TO CHANGE, DEPENDENT ON NUMBER OF EXHIBITORS.)
• Exhibitor table placements will be done approximately three weeks from the conference date, earlier if
we sell out and are able to make the full placements.
• Priority is given to Platinum sponsors first, as a sponsorship courtesy, and then all others are placed
on a first come-first served basis.
• Displays allowed that fits into the allotted space of 10’ wide
• You will be listed on the full attendee listing, with your contact information, your company and prod-
uct description will be listed on the exhibit handout with the map of your location.
• Pricing at a Glance Below-Complete details refer to the exhibitor registration form.
$800—10’ wide tabletop exhibit space: Your space includes one 6’ table, two chairs, wastebasket
and one internet connection per table. The resort wi-fi is available in the guest rooms, main lobby, the
conference foyer, and all outdoor spaces. It does not reach down the hallways to the meeting rooms.
(The Exhibit Booth Fee Includes one representative for full conference registration.)
$400—Extra Representatives (Includes full conference.)
$1,500—ONLY TWO PREMIUM SPACES AVAILABLE. Space is premium location, includes a coffee ta-
ble and two extra designed chairs for seating. You will receive five minutes of podium time during one of
the evening receptions to address the crowd, announce a special prize you may have, introduce your com-
pany and representatives, etc!
$100 Electrical is available for a separate fee of $100, which needs to be pre-ordered on your form.
ROOM RESERVATION INFORMATION
CLICK HERE TO RESERVE ONLINE
$185 SINGLE/DOUBLE OCCUPANCY
Hotel Service Fee is $15: The Hotel Fee provides use of resort activities and amenities including:
(2) bottled waters (refreshed daily upon consumption), unlimited access for local, 800 or 888 calls and in-
state credit card calls, intra-property transportation, unlimited use of the Health Club, 9-hole Pitch & Putt
course, golf driving range access, court time at the Racquet Club for individual guest play for a walk on
basis only (Court Fees will apply for reserved guaranteed court times), basketball, volleyball, rock climb-
ing wall and all water sports including non-motorized boats (Hydro bikes, sail boats, paddle boats and ca-
noes), as well as resort bicycles and quadricycles. Also included is scheduled, complimentary shuttle to
Disney World, SeaWorld, and Universal Studios/Islands of Adventure theme parks. Hours of transporta-
tion may vary based on the seasonal park hours.
ONE GRAND CYPRESS BLVD•ORLANDO, FL 32836•407-239-1234
EMAIL: CONCIERGE@HYATT.COM
EXHIBIT FLOOR PLAN DRAFT
SUBJECT TO CHANGE DEPENDENT ON SALES OF BOOTHS BUT ALL EXPECTED TO SELL OUT THIS YEAR.
REGISTER EARLY.
PREMIUM Special—ONLY Two Available-Premium spaces include the entire corner area outlined in yel-
low, includes extra seating and a coffee table. The tabletop exhibit area is included as shown. Premiums
are not a sponsorship item and is addition to any sponsorship donation and is not included in the Platinum
or Gold Special. You may decorate/bring an easel to use near the corner with your company name,
or a separate company display, and use this during the in between times for your specific appoint-
ment meetings.
PREMIUM SPACE
PREMIUM SPACE
NOTE: Tables will be numbered as we get closer and placements will
take place approximately three weeks prior to the event.
EXHIBIT ROOM: Access is easy to the Windsong Ballroom, just head towards the event space, opposite of the lobby front desks and go down the escalator. Then keep going straight to the Windsong Ballroom. All sessions take place just a short step down the foyer!
PACKAGING INFORMATION FROM THE HYATT REGENCY GRAND CYPRESS Materials Delivery Information (do not delivery more than 2 days prior) If you are staying at the hotel please use the following for mailing label: Hyatt Regency Grand Cypress • One Grand Cypress Blvd., Orlando, FL 32836 Hold for MBA of Florida Conference ATTN: (Guest Name) Arrival Date: Box # of
(Exhibitor Non-Conflict Networking/Events in the Exhibit Hall Highlighted)
17th Eastern Secondary Market Conference and 67th Annual Convention
June 22-24, 2021 Hyatt Regency Grand Cypress, Orlando, Florida
Tuesday June 22nd
7:30 AM—GOLF—Georges Lussier will secure tee times at the Grand Cypress course-More info coming
9 AM—1 PM NETWORKING APPOINTMENT TIMES
10 AM—6 PM—Registration Open-Windsong East Foyer
10 AM—Exhibitor Set-up-Windsong Ballroom 9-12
Secondary Sessions Begin-Windsong 1-4
1–2:30 PM—Disrupt or be Disrupted: The monumental mortgage disruption is here. Strap on your safety harness
and prepare to hear from industry thought leaders regarding the movement from documents to data, and the en-
hanced value propositions as our industry moves from paper to digital. You’ll learn how your processes can be
streamlined and cost savings gained in the modern 20s. Topics that will spin your imagination from serial to parallel
and back again include transactions that lead to enhanced relationships with investors, trading partners, vendors,
and consumers. Will your organization be the consolidator or the consolidated? Change is the only constant and we
are now at the tip of the spear for mortgage nirvana. Help your borrowers drop a secure cash value and secure a
mortgage - boom!
Brent Chandler, CEO, FormFree Holdings
Vince Furey, COO, OpenClose
Faith Schwartz, President, Housing Finance Strategies.com
Liz Barnicle, National Sales Manager MERSCORP
Moderator: James Deitch, CPA, CMB, Teraverde
2:30—3 PM—NETWORKING APPOINTMENT TIMES
3—4 PM— Rob Chrisman, Author, Daily Mortgage News and Commentary
Update on the state of the current mortgage industry and capital markets news
Moderator: Wade Hamby, The Stonehill Group
4—5 PM— Non-QM—Past, Present and Future State: A panel of experts will discuss non-agency lending and
what to expect today and tomorrow. What is available for borrowers who don’t meet agency and prime jumbo guide-
lines? How will changes to the QM Rule (APOR instead of DTI, remove Appendix Q and GSE Patch) affect NonQM
programs. Why originators should offer a 2.0 version of NonQM.
The panel discussion will include revised product guidelines, documentation requirements, underwriting (delegated
or non-delegated) and pricing, compliance, post-closing due diligence, non-agency securities and ratings, servicing
and loan performance.
Tom Davis, EVP of Correspondent Lending, First Guaranty Mortgage
Jeff Schaefer, Executive Vice President, National Sales, Versus Mortgage Capital
Samuel Bjelac, Senior Vice President, Wholesale and Correspondent Lending, Sprout Mortgage
John Douglas, National Sales Director-East Region, Impac Mortgage Corporation
Moderator: Rudy Orman, CMB, Reliant Bank
5:30—6:30 PM—Exhibits Grand Opening Reception-Windsong Ballroom 9-12Wednesday June 23rd 7 AM – 6 PM—Attendee Registration Open 8—9 AM—Attendee Breakfast with Exhibitors 8—9 AM—Incoming Local Chapter Presidents Breakfast and Orientation 9—10 AM—Capital Markets Executive Panel Chris Bennett, Principal, Vice Capital Markets Phil Rasori, Chief Operating Officer, MCT Tom Millon, CFA, CMB, CEO, Computershare Loan Services - North America Bill Cosgrove, CMB, President/CEO, Union Home Mortgage Moderator: Michelle Knoebel, CMB, SupportLink3 10—10:30 AM—NETWORKING APPOINTMENT TIMES and Exhibits Open Crossover Sessions Begin, topics of interest to both Secondary and Convention 10:30—11:30 AM— Pricing and Probability in Today’s Market: Change in Dynamic in Today’s Environment, Barry Habib, Founder and CEO, MBS Highway Moderator: Sherry Wenrich, Homebridge Financial Services 11:30—12:45 PM—Lunch with Exhibitors 12:45—1:45 PM— MBA National Speaker TBD Moderator: Michael Azzarello, CMB, Caliber 1:45—2:45 PM—Economic Update, Doug Duncan, Senior Vice President and Chief Economist, Fannie Mae Moderator: Tim Allen, CMB, iberiabank 2:45—3:15 PM—Refreshment Break with Exhibits 3:15—4:45 PM—A Conversation—Bill Cosgrove, CMB, President/CEO 4:45—5:45 PM—Annual Business Meeting-Everyone attends, come see how your association works! · MBAF Presidents Address and Welcome by Sherry Gallitz · Legislative Report, Eric Prutsman, MBAF Legislative Representative · Committee Reports, Committee Chairs · Nominating Report/Election of Officers · Board of Directors and Committee Awards of Appreciation · Recognition 5:45—6:45 PM Reception with Exhibitors
Thursday June 24th 7:30 AM—Attendee Registration 7:30—9 AM—CMB Breakfast with Guest Speaker TBD-(For CMB’s or anyone interested in becoming a CMB) Moderator: Tim Allen, CMB, iberiabank 8—9 AM—Networking Breakfast with Exhibitors 9—10 AM—Diversity of the Next Generation of Mortgage Bankers-What every lender needs to do if they want to stay in business in the future. Tony Thompson, CMB, Founder & CEO, National Association of Minority Mortgage Bankers of America Eddy Perez, CMB, President, Equity Prime Mortgage LLC Danny Garcia-Velez, Senior Marketing Program Manager, Mortgage Guaranty Insurance Corporation Peter Nordon, CEO, HomeBridge Financial Services, Inc. Moderator: Christie Buff, Mortgage Guaranty Insurance Corporation 10—11 AM—Executive Panel – Addressing Challenges and Opportunities Rick Floyd, Partner, Executive Vice President, HomeBridge Financial Services, Inc. Laura Escobar, President, Lennar Home Mortgage Eddy Perez, CMB, President, Equity Prime Mortgage LLC Moderator: Candice Racine, Essent Guaranty, Inc. 11—11:30 AM—Networking/Refreshment Break with Exhibitors (NOTE: Exhibits close after this break and materials must be removed by 6 PM) 11:30 AM—12:30 PM— Steve Richman, Genworth Moderator: Doug Leever, Tropical Financial Credit Union 12:30—2 PM—Installation Luncheon and Brown L Whatley Award Presentation The highlight of the year and everyone’s favorite presentation is our Brown L. Whatley award. Food is always deli- cious and the company exceptional. Join us to congratulate this year’s winner. 2:15—3:15 Florida Housing and Economic Highlights, Tony Polito, Regional Director-Tampa/CFL, Zonda Moderator: Doug Leever, Tropical Financial Credit Union 3:15 –3:30 PM - BREAK in the Foyer 3:30 – 5 PM – Dr. Bruce Lund 5-Habits of Highly-Effective Salespeople—1-Opportunity Statement 2-Selling System 3-Follow-Up System 4-Customer Experience 5-Entrepreneurial Spirit Moderator: Robert Villalon, National MI 5 - 6:30 PM Reception with MPAC drawings—Presented by our MPAC Committee. You will have a chance to enjoy the evening while learning a bit about MPAC with plenty of opportunities to bring home a nice prize. To learn more about MPAC visit this link: https://mbaf.org/mpac-information/ NON-CONFLICT EXHIBIT TIMES AND EVENTS IN THE EXHIBIT HALL TWO BREAKFASTS THREE NETWORKING BREAKS ONE LUNCH TWO EVENING RECEPTIONS
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