Regina



Stay ahead of the game by discovering the latest mortgage information and insights designed to help tackle business challenges, reveal practical solutions and create new opportunities.


EARLY BIRD RATES (EXPIRE MAY 3)

AMP: $79 + tax
MEMBER: $99 + tax
NON-MEMBER: $149 + tax
REGULAR RATES

AMP: $99 + tax
MEMBER: $119 + tax
NON-MEMBER: $179 + tax


Need A Hotel Room? 

To reserve your hotel room at the Delta Regina at the group rate of $160/night, click here.





MAY
14
2019



LOCATION
Delta Regina
 1919 Saskatchewan Drive
Regina, SK S4P 4H2


Agenda


Registration
8:00 am - 9:00 am

Registration Desk Sponsored by:

EQB_Logo_Horizontal_EN

Delegate Bag Sponsored by:
Fisgard






OPENING REMARKS

9:00 am - 9:30 am


Hear from Chair, Michael Wolfe and President and CEO, Paul Taylor as they provide an update on the association’s activities including recent government relations initiatives.


MikeW


Michael Wolfe
Chair


Paul


Paul Taylor
President and CEO


REGULATORY UPDATE

9:30 am - 9:45 am


Hear from the Financial and Consumer Affairs Authority as they provide an update on the latest in provincial regulation.

 


Cory-Peters-Web


Cory Peters
Director, Consumer Credit Division


Session Presented by:

FCAA



SESSIONS



Gregg-New-Web

HOW VULNERABLE ARE YOU?
Digital security in the mortgage industry

Gregg Paul
VP, Industry Relations, Lendesk
9:45 am - 10:15 am

As our lives and business increasingly move online, our role as custodians of client data and information becomes more and more onerous and important. This presentation will provide you with an overview of the following:

  • cutting edge digital threats and attack types
  • tools available for monitoring data breaches
  • tools available for training on cyber security
  • secure password use: tips and tricks
  • best practices for enhanced security
  • upcoming regulatory changes on security

Beyond awareness and education, you will receive immediately actionable takeaways with which you can reduce your risk of being a victim of digital theft and implement best practices in your daily life.




Refreshment Break
and Trade Show

10:15 am - 10:45 am

Refreshment Break Sponsored by
First National






JephWeb


PLANS DON'T WORK, STRATEGY MEANS NOTHING, AND GOALS ARE FOR LOSERS 

Jeph Maystruck
Strategy Lab
10:45 am - 11:30 am


Why marketing in 2019 is hard but doesn't have to be. Every thing starts with your purpose, "a why". A company with a defined 'why' will be able to get through almost any 'how'.  

 


Ed Karthaus

THE DIGITAL EVOLUTION REVOLUTION

Ed Karthaus
EVP, Sales & Marketing, Home Trust
11:30 am - 12:15 pm


A forward-looking overview of the evolution of digital technology and services that will impact mortgage borrowers, agents and brokers, and all mortgage supply chain participants. From this presentation, you will learn:

  • What exactly is digital technology and how it’s used
  • The benefits of embracing and using digital technology in your business
  • What you can do today to leverage data to drive business growth

Session Sponsored by:

Home Trust





TR

CANADIAN MORTGAGE MARKETPLACE
Current State, Evolution of Connectivity & Implications of Global Trends

Tim Rye
Head, Canadian Lending Technologies, Finastra
12:15 pm - 12:45 pm

Join Tim as he discusses how marketplace connectivity works: what happens to a mortgage submission and how Expert works alongside other technology tools and service providers. Leveraging Finasta’s global scale, learn about the latest global trends in data integrity, business intelligence and lending automation in other countries.

Session Sponsored by:

Finastra Logo





Lunch and Trade Show
12:45 pm - 2:00 pm



Lunch Sponsored by
First National


Trade Show






Julie-New-Web

HIRING AN ASSISTANT

Julie Brenneman
The Mortgage Centre - Hometown Financial
2:00 pm - 2:30 pm


Most mortgage brokers wait until they are too busy to hire help because of the fear of being unable to pay an assistant. Join Julie as she helps ease this fear by explaining how assistants can pay for themselves and make you money! Julie will also cover how to keep your assistant busy when you are not, and how to hire the right person the first time, and how to find them!


Session Sponsored by

Manulife MPP New

Mark

INDUSTRY PANEL - We're In This Together

Mark Kerzner, Moderator
President and CEO, TMG The Mortgage Group
2:30 pm - 3:15 pm


This industry panel examines the role we each have to play to ensure that what we're doing works for both consumers and the industry.

Panelists:
Lisa Bartlett, First National Financial
Pat Dell, Vercio Crown Mortgage Services
Kim Kukulowicz, Equitable Bank
Natasha Mohr, TMG The Mortgage Group






Joel-Olson-Photo

EXTREME REALTOR MARKETING

Joel Olson
Canadian Mortgage Experts
3:15 pm - 3:45 pm

No matter how much we try to avoid it, the referral source who interacts with the most amount of clients looking for a mortgage is a Realtor. The problem is, mortgage brokers get stuck chasing Realtors who are low producers or high maintenance. The rest "have a broker" or "all their clients are already pre-approved." There is a way to attract more Realtors, quicker and without incurring problems. Learn how to target the Realtors that nobody is chasing and how to run events that will put you in front of fifty Realtors a month. 


Session Sponsored by:
Street Capital



Trade Show & Prize Draws
3:45 pm - 4:00 pm




Continuing Education Units
The symposium earns you 4 AMP CEU (2 Professional Development)