Agenda – Lenders/Servicers/REO Ops Track

Evolving customer and regulatory expectations

Our lender and servicing operations, compliance and REO clients and guests will gain valuable regulatory, flood and customer service insights throughout our Customers First Compliance Educational Forum. Guests can also submit for up to 4.5 Certified Regulatory Compliance Manager (CRCM) continuing education (CE) credits should they choose. The content-rich agenda is packed full of perspectives and best practices and allows time for questions and ad hoc discussions with diverse industry professionals. In addition, peer panelists will share firsthand experience on varied ways to tackle changing regulatory expectations.

All conference activities will take place at the Marriott Atlanta Airport Gateway. There is no cost for invited clients other than your own travel/hotel. You must register however and book your hotel as space is limited. We welcome inquiries from prospective clients by reaching out to or your new business development representative.

The following topics, speakers and activities are confirmed for our event. Specific agenda details will be sent to registered attendees as the date nears.

Tuesday, November 8, 2022
(5:30 p.m.
9:00 p.m.)

  • Welcome reception & registration
  • Heavy hors d’oeuvres/dinner provided

Wednesday, November 9, 2022
(9:00 a.m. – 5:00 p.m.)

Economic & Credit Market Outlook

  • Roger Tutterow, Ph.D, – Professor of Economics and Director, Econometric Center
    Kennesaw State University

Compliance Related Legal Cases

  • Heather Howell Wright – Partner
  • Bradley Arant Boult Cummings LLP

The Responsibility Ethic

  • Adam Kreek, Gold Medal Olympian, Author of The Responsibility Ethic, Executive Coach & Leadership Consultant

Compliance Topics for CRCM CEs

  • Regulatory Topics including Fair Servicing
    • Patti Joyner, CRCM, Founder – Financial Solutions
      Frequent presenter for the American Bankers Association
  • Organizational Compliance Culture

Wednesday, November 9, 2022
(from 6:30 p.m.)

Onsite – All Attendee Conference Dinner and Casino Night (fun money only!)

Thursday, November 10, 2022
(9:00 a.m. – Noon)

Compliance Perspectives Panel of Industry Professionals

  • Panelists to be Announced

Flood Compliance Training

“ I liked that we were encouraged to speak up with questions, anecdotes, and issues. I’ve been to other similar events where it more of a lecture series. I enjoyed the Welcome Reception greatly because it allowed me to be introduced to not only to teammates I’ve worked with but also my industry peers in a relaxed environment. Class Act event!!!”