Our valued compliance and loan operations professionals will gain regulatory insights—and in some cases Certified Regulatory Compliance Manager (CRCM) continuing education (CE) credits — from diverse industry professionals. In addition, peer panelists will share firsthand experience on varied ways to tackle changing regulatory expectations. Specialized lender agents will benefit from these topics as well as select breakout sessions tailored to their interests. Check back for updates to our agenda as the date nears.

Educational forums will take place at the Embassy Suites, Kennesaw Town Center.

Tuesday, March 24, 2020

5:30 – 9:30 p.m.

Welcome Reception
Dinner Provided
Embassy Suites Salons

Wednesday, March 25, 2020

All Morning Sessions and Luncheon to take place in the Embassy Suites Salons

ALL Participants

8:00 – 9:00 a.m.

9:00 a.m.
Group Welcome

Some of our presenters include (days/times subject to change):

  • Welcome: Keith Gilroy, President, OSC
  • Economic and Credit Market Outlook: Roger Tutterow, Ph.D., Professor and Director, Econometric Center, Economics, Finance & Quantitative Analysis, Kennesaw State University
  • High Profile Legal Cases in Mortgage Industry: Michael Pfiefer, Of Counsel at KIRBY & McGUINN, A P.C.
  • State of the Mortgage Industry: Chris George, Vice Chairman of the Mortgage Bankers Association and President & CEO of CMG Financial
  • Keynote: Adam Kreek, Gold Medal Olympian, Executive Coach and Author of The Responsibility Ethic


Regulatory Track
  • Regulatory Hot Topics: Patti Joyner, CRCM, Founder, Financial Solutions and frequent presenter for the American Bankers Association [1 CRCM CE]
  •  Building a Culture of Compliance– David A. Dickinson, President, Banker’s Compliance Consulting [1 CRCM CE]
  •  Fair Servicing Practices: Patti Joyner, CRCM, Founder, Financial Solutions and frequent presenter for the American Bankers Association [1 CRCM CE]
Agent Track

Partner Possibilities:

  • Community Banks
  • Investor Portfolios
  • Professional Liability
  • Flood and Private Policies
  • …and More

Conference agenda for the day concludes by 5:00pm for ALL Participants
All Participants depart at 6:00pm for Offsite Dinner. Transportation provided.

Thursday, March 26, 2020

Day 2 starts at 9:00 a.m. and will conclude by Noon

  • Flood Compliance Peer Panel: Moderated by Kirk Stephens, CRCM, Chief Compliance Officer of Breckenridge Insurance Group
Regulatory Track
  • Flood Training Session – David A. Dickinson, President, Banker’s Compliance Consulting [1.5 CRCM CEs]
Agent Track

Go to Market Strengths:

  • Tech/Tracking
  • Security
  • Operations
  • Flexibility
  • Team
  • …and More

“ 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!!!”

“I got a great deal of information for the Flood Seminar. Very informative and precise. Thank you!”