Agenda

Guests can file for up to 9.25 Certified Regulatory Compliance Manager (CRCM) CE credits on topics covering fair servicing, compliance culture, regulatory issues and flood regulations.

Monday, November 11, 2024
(5:30pm – 9:00pm)

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

Tuesday, November 12, 2024
(9:00 am – 5:00 pm)

Economic & Credit Market Outlook

  • Roger Tutterow, Ph.D, Professor of Economics & Henssler Financial Endowed Chair, Kennesaw State University

Building Relationships in Today’s Polarized World

  • Ellen Poole, Relationship architect, government relations strategist, attorney, Author of “Network” Is Not a Verb

Fireside Chat: State of the Insurance Industry

  • Joseph Posavec, Executive Vice President, Bank Credit Risk Solutions, Valuation & Advisory, Newmark
  • José Perez de Corcho, Executive Vice President, OSC Insurance Services
  • Kathleen Dufraine, CPCU, ARM, AIS, Managing Director, Flood & Insurance Center of Excellence, JPMorganChase
  • Pat Sinnard, CPCU, AIC, AU, Divisional Senior Vice President, Great American Insurance Group
  • Joseph Fess, Vice President, Lender Products Underwriting, Fortegra
  • Mark Walker, President, Financial Services Division, Core Specialty

Compliance Topics for CRCM CEs

  • Compliance-Related Legal Cases
  • Navigating Compliance Within Political Polarization
    • Patti Joyner, CRCM, Founder, Financial Solutions and frequent presenter for the American Bankers Association
  • Regulatory Hot Topics
    • Patti Joyner, CRCM, Founder, Financial Solutions and frequent presenter for the American Bankers Association
  • Fair Servicing / UDAAP

Tuesday, November 12, 2024
(1:45 pm – 3:00 pm)

Onsite – Agent Exclusive Event

Tuesday, November 12, 2024
(from 6:30 pm)

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

Wednesday, November 13, 2024
(9:00 am – Noon)

Flood Compliance Perspectives Panel

Flood Compliance Training for CRCM CEs

“ 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!!!”

Menu