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Past Meetings
July 17 - 18, Clearwater, FL
CUREN Connection '24 - Speakers
Chris Warticki - The Member Experience: Going from "Good to Great!" (407) 493-8776
Blake Boss - EVP at Active Comply
"Bridging the Generational Gap with Digital Branding". www.activecomply.com
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Bill Bodnar, Chief Revenue Officer, Tabrasa, LLC
"Mortgage Marketing Guide"
Skip Willcox - Five by Five Funding
"How to Out Pace the Competition."
Fivebyfivefunding.com
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Ricky Otey, President Partners Federal Credit Union
"When was the last time you did something FOR THE FIRST TIME?"
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Consulting Panel - "Optimization & Efficiency" (L to R) David Burruss, MCT; Amy Paulishak, NewBold Advisors; Nathan Hagen, Secondary Marketing Resources; Rachel King, ICI Consulting, Moderator - William Fanning, FLCUREN Education Director
Ralph Remy, CMB, Sr Director National MI
"Creating Branch Partnerships"
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Brad Washburn, President
Steve H. Powell & Company
RE Lending Compliance Hot Topics
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Lisa Wiley, COO, Lenders 1st Choice AMC
"Are you smarter than an Appraiser?"
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Thursday night dinner at Bob Heilman's Beachcomber
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Thank you to our Sponsors!
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July 18 - 20, 2018, Naples
Blaine Rada, The Times are Changing, Sr. Trainner, ARCH MI
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Greg Fairbanks, CU Realty, greg@curealty.com
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Brian Cusick, Day 1 Certainty, Home Affordable
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Chris Chemi, Factual Data
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David Cobb, Economic Outlook, Regional Director, Metrostudy.com
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Kristin Messerli, Cultural Outreach Solutions, Getting Referrals from Millennial Realtors
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March 5 - 6, 2018 - 121 Financial
Michael Cafferky - eMortgage
Jordan Burroughs - Legislative Update
Leonard Ryan - HMDA 2018
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Ryan Lawler, Identity Theft
Tain Liu, Florida Economic Outlook
Karen Gartley - NE Real Estate Market
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October 17 & 18 - Fairwinds
Bulk Sales - Michael Matz 202-752-3324
Michael_matz@fanniemae.com
Origination Best Practices
Gale Blanton 941-417-2684
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Sandro Barchitta ULAD@fanniemae.com
Insurance Primer
Kim Brubaker, 800-714-1447 X2024
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July 20 & 21, LaPlaya - Naples, FL
Ben Smidt, Social Media @BenSmidt or Suzanne Lacaria suzanne_lacaria@mgic.com
Wire Fraud Annette.Aviles-Natal@titleresources.com
Greg Fairbanks - CU Realty Home Advantage for Members greg@curealty.com
Christy Moss - DU 10.1 Update, Affordable Housing, D1C and Process MappingChristy_n_moss@fanniemae.com
Member Retention - joe.brancucci@ratereset.com 206.290.3891
Credit Reporting Changes / Day 1 Certainty Christopher.Chemi@factualdata.com Lora.Grenier@dataverify.com
Darryl Stevenson - Florida Credit Statistics darryl.stevenson@equifax.com
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Dinner - Sponsored by Law Office of Michelle Glass, Resource Title, and Property Science Appraisal Service
TRID Clarifications Michelle Glass (904) 606-3903 michelle@glass-law.net
Tian Liu, Florida Economic Outlook contact Dawn.Henshaw@genworth.com
Jennifer Martin - CU Regulatory Affairs Jennifer.Martin@lscu.coop
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March 2 & 3, 2017 - Suncoast
Christy Moss - Day 1 Certainty christy_n_moss@fanniemae.com
Leonard Ryan - HMDA Changes leonard.ryan@questsoft.com
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Darryl Stevenson - Verification Services 727-386-8873 darryl.stevenson@equifax.com
Nathan Hagan Secondary Marketing Services
617-794-8935
nhagen@esmresoources.com
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October 20 & 21, 2016 - CFE
Legislative Outreach, Jordan Burroughs
Reverse Mortgage
Martin Goldstein 561-221-9440
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Daphne Bear
DU 10.0 & New 1003
Social Media Marketing, Steven Richman
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Working with Real Estate Agents, Deb Jones
Cypress Group, LLC Commercial Underwriting, Linda Sander
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Improving Appraisal Process, Carlton Williams
Best Marketing Practices, Stephen Nikitas
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July 14 & 15, 2016 - Naples
Alonzo A. Swann III
Credit Union Strategist
Alan
Renovation Loans
Sarah Vanderhill
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Tate Kesner, Director of Sales
Fraud Update
Annett Aviles-Nata
Real Estate Market Analysis
Greg Fairbanks
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Understanding the Realtor
Eric Meiles
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Florida Trends
Daryl Stevenson
Fraud Update
Annette Aviles-Nata
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March 10 & 11, 2016 - Partners
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HomeReady
Tish Allen |
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Business Lending, Linda Cooper
Direct 407.228.7677 LindaCooper@cypressgroupllc.org www.cypressgroupllc.org |
Electronic Closing Documents eMortgage Update
Tim Anderson |
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Fraud & Cyber Security
Risk Management Officer Joan Bleacher |
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TRID - What's happening at Settlement
Annette Aviles-Nata |
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Economic Update
Genworth Economist Tain Liu |
October 8 & 9
D + H TRID and Mortgagebot, Jill Tishendorf
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Terry Koerner, Freddie Mac Update
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Darryl Stevenson - Consumer Credit
727-386-8873 office 404-694-5993 cell 
Blaine Rada, Customer Training Manager
Express and Impress |
Fannie Mae App Flyer and Home Ready Flyers
Christy Moss, Home Ready
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March 12 & 13 2015 - Partners
Gary MitchellAmeriCU MortgageRegional Vice President Business Development Gary.Mitchell@AmeriCU.com (321)757-0357
Chris Arenz, Senior Product Manager
Leveraging the Mortgage Event 
TRID Title Company
Perspective, Janet Minke |
TILA RESPA Integration - LOS Perspective
Emily Martinez, Training Specialist, Calyx Software 800-362-2599 
Automating TRID
DocMagic, Directort of eServices, Tim Anderson 
Mark Bigelow, VP National Sales
Integrated Disclosures |
November 13 & 14 - Achieva
Christy Moss
Account Manager Certainty w/ Fannie Mae 404-398-6246 Christy_N_Moss@fanniemae.com 
Nathan Hagan Secondary Marketing Services
617-794-8935 nhagen@esmresoources.com |
Christy Moss Account Manager
Collateral Underwriter 404-398-6246 Christy_N_Moss@fanniemae.com 
Debra Jones
Regional Sales Director Working with Realtors deb@curealty.com |
July 10 & 11 Marco Island
RESPA TILA Intigration
Cedrick Kalvesmaki
Foreclosure Update and Regulations
Michelle L. Glass, Esq
904.296.6751 mglass@florida-law.com Credit Data Credit Union's Vs Florida
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Economic Update
Steve Richman
Maintaining Market Share
Blaine Rada
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October 17 & 18 - Partners
Corporate Settlement Solutions
Appraisal and Settlement Intricacies
Economic Outlook
Vance Edwards - MGIC
Orlando Real Estate
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CFPB Update
Chelsey Rajput, - Partners FCU
Quality Control Plans
David Green
HR Corner
William Fanning - CM
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June 20 & 21 - VyStar
Presentations available via download
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Economic Update
Dan Henderson
Foreclosure Update
Michelle L. Glass, Esq
904.296.6751 mglass@florida-law.com |
CFPB Regulations
Christine Acree
Rep and Warrant Review
Lea Ann Mitchell
Verification Services
Marilyn Newel / Joe Houston
Solutions Director Verification Services joseph.houston@equifax.com 314-341-4042 Fraud Trends
Don Effertz
VP Fraud Risk Management don.effertz@dataverify.com 636-534-4298 |
March 21 & 22
Presentations available via download
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Meeting Minutes
Click on Log to get minutes.
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CU Realty
Deborah Jones
Strategic Alliance Manager 425-260-8500 deb@CURealty.com CFPB - Changes
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Econonic Update / CFPB Changes
CMG MI - Appraisal Techniques
Diana Swift – National Trainer CMG MI – Appraisal
Review Strategies |
November 8 & 9
Presentations available via download
Meeting Notes
Meeting Notes
Portfolio Analytics
Steven Megson
Salataris 704.787.4610 Smegson@salataris.com Foreclosure
Michelle L. Glass, Esq
904.296.6751 mglass@florida-law.com Economic Outlook
Dan Henderson
Nationwide |
Tax Returns
Mortgage Trends
Economic Outlook
Dan Henderson
Florida |
February 9 & 10 Hosted by Campus USA
Presentations available of download - click on the icon below the picture to download the presentation
Short Sales - Realtor
Gia Arvin
Matchmaker Realty Short Sales - Attorney
Denise Hutson, Esq.
Salter, Feiber and Associates |
Short Sales - Title Company
Melanie Levine
President, Mellex Title 954-748-5550 Short Sales - Mortgage Insurance
Nick Bray
Underwriter, CMG |
HARP 2.0
Michele Ward
Account Manager, Freddie Mac Mortgage Trends
Marilyn Newell
Account Executive Economic Outlook
Dan Henderson
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Sinkhole Insurance
Scott McPherson
Sales Manager 352-672-7637 Sinkhole Remediation
John Watson
PO Box 10263 Brooksville, FL 34603 Off: 352-796-0229 Toll: 800-580-0229 Fax: 352-754-4558 www.lregsi.com |
October 20 & 21 Sponsored by Tropical Credit Union
Presentations available of download - click on the icon below the picture to download the presentation
Meeting Minutes Oct 20
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Meeting Minutes Oct 21
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HR Corner Balanced Score Card
David Lyons
VP Human Resources 
Regulatory Update
Rosanna Jacobsen
Director of Compliance Solutions LEVERAGE, the LSCU Service Corporation 866.231.0545 x1096 (Toll Free) 850.558.1096 (Direct) 850.558.1097 (Fax) 3773 Commonwealth Boulevard Tallahassee, FL 32303
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Reverse Mortgage
David Gentilcore
Business Development Manager Genworth Financial Home Equity Access, Inc. 10951 White Rock Road, Suite 200 Rancho Cordova, CA 95670 Direct: 916.384.1286 Mobile: 916.223.2978 E Mail david.gentilcore@genworth.com 
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June 23 & 24 Sponsored By Central Florida Educators FCU
Presentations available for download - click on the icon below the picture to download the presentation.
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Meeting Minutes June 23
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Meeting Minutes June 24
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CEO Panel
Video 1 Video 2 Video 3 Video 4 Video 5 Video 6
Video 7 Video 8 Video 9 Video 10 Video 11 Video 12 Video13
Future of Secondary Mortgage Market
Alan Bahr
Director, Secondary Markets alan.bahr@cmgmi.com
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Credit Union Market Opportunities
Bob Dorsa
ACUMA Credit Union's Market Opportunities
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E-Disclosure and E-Folders
Dan Sanden
Sr. Platform Manager Wolters Kluwer 612-656-7707
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March 17 & 18, 2010 Sponsored By GTE - Tampa, FL
Presentations available for download - click on the icon below the picture to download the presentation.
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Renovation Lending
Kim Renock, CMB, CRO VP, Sales & Marketing AmeriCU Mortgage Company Phone 248-247-1804 Fax 248-247-1890 Cell 586-770-4481 www.americu.com
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Compliance
Edward S. Reisinger Trimmier, LLC (800) 666-3151 (205) 251-3151 fax (205) 322-6444 ed@trimmier.com
GTE's Progress in implementing SAFE Act
Aisha Khawaja, CUCE, BSACS, Prosci Certified- Change Management AVP-Enterprise Risk Management GTE Federal Credit Union Office: 813.871.2690 ext. 41515 Mobile: 813-313-9771 Fax to Email: 813.414.8615 Aisha.Khawaja@gtefcu.org
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