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evolution THE 2010 OREGON MORTGAGE INDUSTRY CONVENTION Friday, October 22 | Portland, Oregon Multnomah Athletic Club www.oamponline.com 503.670.8586 evolution THE 2010 OREGON MORTGAGE INDUSTRY CONVENTION 16055 SW Walker Road Suite 224 Beaverton, OR 97006 The host hotel for the 2010 Oregon Mortgage In- dustry Convention is the Hotel deLuxe located at 729 SW 15th in Downtown Portland. When mak- ing a reservation, please reference “Multnomah Athletic Club” to receive a discounted rate. $129 Standard King Room or $169 Junior Suite. Valet parking is $25 per day with unlimited in and out privileges. 503.219.2094 Portland | 866.986.8085 Toll Free www.hoteldeluxeportland.com PREFERRED HOTEL OAMP - YOUR PROFESSIONAL ASSOCIATION The Oregon Association of Mortgage Professionals (OAMP) is the recognized trade association of the Or- egon Mortgage Broker community and is the Oregon state affiliate of the National Association of Mortgage Brokers (NAMB). While you do not need to be a member of OAMP to attend the convention, here is some helpful membership information for your review. Professional Member ($550) Individuals who are owners, managers, or designated representatives of firms engaged in residential mort- gage origination, licensed by the State of Oregon. Loan Originator Member ($200) All individuals within each origination firm (other than the Professional member) who originate residential mortgages. Associate Member ($200) Non-origination employees of origination firms (management, operations supervisors, underwriters, etc) who wish to have their own individual membership; or, smaller vendor firms (independent appraisers, insur- ance agents etc) with three or less employees. Corportate Member ($2500) This is a firm or company membership that may encompass all management, employees and staff of mort- gage origination firms licensed in the State of Oregon. Each corporate member firm will have one primary designated representative, with one (1) vote and up to four (4) additional voting members to be determined by the primary designated representative. Management and employees of mortgage origination firms may choose whether to collectively belong as Corporate Members, and/or individually belong as Professional, Loan Originator, Commercial and/or As- sociate Members. Visit www.oamponline.com for more information on OAMP. Richard J. Horswell Cosmopolitan Funding Group 2010 Convention Chair 2010 OAMP CONVENTION COMMITTEE Staci Brasket Wells Fargo Wholesale Stacie Hartman Capital M Lending Leah King Fidelity National Title Company of Oregon Paul Blue Robinson CIS Credit Services PRESENTED BY

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Page 1: evolution - National Mortgage Professional Magazine · evolution THE 2010 OREGON MORTGAGE INDUSTRY CONVENTION Friday, October 22 | Portland, Oregon ... (management, operations supervisors,

evolutionTHE 2010 OREGON

MORTGAGE INDUSTRY CONVENTION

Friday, October 22 | Portland, OregonMultnomah Athletic Club

www.oamponline.com503.670.8586

evolutionTHE 2010 OREGON

MORTGAGE INDUSTRY CONVENTION

16055 SW Walker Road Suite 224Beaverton, OR 97006

The host hotel for the 2010 Oregon Mortgage In-dustry Convention is the Hotel deLuxe located at 729 SW 15th in Downtown Portland. When mak-ing a reservation, please reference “Multnomah Athletic Club” to receive a discounted rate.$129 Standard King Room or $169 Junior Suite. Valet parking is $25 per day with unlimited in and out privileges.503.219.2094 Portland | 866.986.8085 Toll Freewww.hoteldeluxeportland.com

PREFERRED HOTEL OAMP - YOUR PROFESSIONAL ASSOCIATION The Oregon Association of Mortgage Professionals (OAMP) is the recognized trade association of the Or-egon Mortgage Broker community and is the Oregon state affiliate of the National Association of Mortgage Brokers (NAMB). While you do not need to be a member of OAMP to attend the convention, here is some helpful membership information for your review.Professional Member ($550)Individuals who are owners, managers, or designated representatives of firms engaged in residential mort-gage origination, licensed by the State of Oregon.Loan Originator Member ($200)All individuals within each origination firm (other than the Professional member) who originate residential mortgages.Associate Member ($200)Non-origination employees of origination firms (management, operations supervisors, underwriters, etc) who wish to have their own individual membership; or, smaller vendor firms (independent appraisers, insur-ance agents etc) with three or less employees.Corportate Member ($2500)This is a firm or company membership that may encompass all management, employees and staff of mort-gage origination firms licensed in the State of Oregon. Each corporate member firm will have one primary designated representative, with one (1) vote and up to four (4) additional voting members to be determined by the primary designated representative. Management and employees of mortgage origination firms may choose whether to collectively belong as Corporate Members, and/or individually belong as Professional, Loan Originator, Commercial and/or As-sociate Members. Visit www.oamponline.com for more information on OAMP.

Richard J. Horswell

Cosmopolitan Funding Group

2010 Convention Chair

2010 OAMP CONVENTION COMMITTEE

Staci Brasket

Wells Fargo Wholesale

Stacie Hartman

Capital M Lending

Leah King

Fidelity National Title Company of Oregon

Paul Blue Robinson

CIS Credit Services

PRESENTED BYPowered By

Page 2: evolution - National Mortgage Professional Magazine · evolution THE 2010 OREGON MORTGAGE INDUSTRY CONVENTION Friday, October 22 | Portland, Oregon ... (management, operations supervisors,

Our theme for the 2010 Oregon Mortgage Industry Convention is particularly appropriate this year - as mortgage brokers and loan originators have evolved since we last met as an industry!

This year, the Oregon Association of Mortgage Pro-fessionals (OAMP) brings you an outstanding array of speakers and sessions along with a wealth of information to make your experience in the industry to be positive as we collectively still remain the best place for Oregon’s con-sumers to get a mortgage loan.

Join us at the Multnomah Athletic Club in Port-land for information you can use to build and sustain your practice during the next year.

See you at the 2010 Convention on October 22!

ANDY HARRIS RICHARD HORSWELLVantage Mortgage Cosmopolitan FundingOAMP President OAMP Convention Chair

GINGER BELL (and friends)President, Go2TrainingEffective Leadership for a Changing WorldEffective leadership is what our industry needs in or-der to define and build for the future. We know that leading in a time of change and adversity takes skill and passion. Join Ginger’s Friends.....Allison Clark, Master Dale Carnegie Trainer of Allison Clark Consult-ing and Richard Pierce Thomas of Activate Leadership as they share tools to help you be an effective leader.

JOE BOYERSupervisory Special Agent, FBILANCE CALDWELLAssistant United States AttorneyWhite Collar Crime: Things to KnowWhite Collar Crime, including Mortgage Fraud, High Yield Investment schemes and Ponzi schemes are hot buttons for law enforcement in the wake of today’s economic climate. Join two experts in a Q&A dia-logue format to find out how to protect yourself.

KEN PERRYPresident, Broker Knowledge GroupChanges and Predictions for 2011This has been another year of major changes in the mortgage industry. Ken Perry has worked tirelessly to weed through all of the major changes and bring to you a review of the last year and a look forward to the future of mortgages. Topics covered include the new financial regulation bill, major Fannie, Freddie, and FHA changes, and a look ahead to the real estate market of the future and how it is functioning.

MARKETING PANELMarketing ExpertsTools of the Trade - Realtors® and You!During a time of robust refinance business, one tar-geted group of industry peers have been virtually ig-nored as referral sources to loan originators. How can you be an effective mortgage partner to a Realtor®? A $150 all-zone Passport Card will be awarded to the winner of a drawing during the session for who can identify the home at right, its location, and the names of two movies that were filmed there.

BILL CONERLEY, PhDPresident, Conerly Consulting / EconomistMID-DAY ECONOMIC UPDATEOne of the highlights of each annual convention is the opportunity to learn about economic trends. Bill is principal of Conerly Consulting LLC, chief econo-mist of abcInvesting.com, and was previously Senior Vice President at First Interstate Bank. He is also chair-man of the board of Cascade Policy Institute as well as a member of Governor Ted Kulongoski’s Council of Economic Advisors.

2010 CONVENTION FEATURED PRESENTERS INCLUDE . . .

Previous speakers include (clockwise from left) Former Oregon State Treasurer Randall Edwards, Nationally Rec-ognized Genworth Trainer Mary Kay Scully, former

NAMB President Mark Savitt, and RE/MAX equity group President Jim Homolka, former CB Barbara Sue Seal Properties President Gail Fisher, and Broker Knowledge Group President Ken Perry.

evolutionSUE WOODWARDPresident, Mortgage Market GuideKEYNOTE ADDRESSDon’t Just Listen to the Experts - BE ONE!

In this presentation, Sue Woodard shares tips on in-terpreting today’s market. And she will show you how to use those tips quickly and easily every single day to gain more prospects, strengthen relationships, and increase your profitability! Sue Woodard is the President of the Mortgage Mar-ket Guide; the industry’s leading advisory service for loan originators. Sue has held many roles during her eighteen years in the mortgage industry, and her top producing team maintains a profitable and thriving origination practice, which has been built 100% by referral. While managing her mortgage team in Min-neapolis, she is also a highly sought-after international speaker, trainer, writer and consultant for the industry. Sue had her own financial radio show, has been featured on NBC and CBS Live News Radio, and has also appeared on CNBC’s SquawkBox and Jim Cramer’s Mad Money. She is a member of her local Mortgage Association and Board of Realtors, the Wom-en’s Council of Realtors, and is on the National Advisory Board for Ellie Mae.

KIRSTEN ANDERSONMortgage Lending Program ManagerState of Oregon DFCSState of the Industry, Licensing& Renewals in OregonKirsten Anderson and her staff will present a “State of the Industry” here in Oregon from a regulator’s per-spective, and will also provide key information on issues relating to NMLS licensing and renewals for 2011.

SCHEDULE OF EVENTS

MORNING KEYNOTE PRESENTED BY HYPERION CAPITAL GROUP 10-11 a.m.Ainsworth-Lownsdale Rooms (Banquet Level)

Sue Woodward, Mortgage Success Source

BREAKOUT 1: 11:15-12:15 amState of Oregon - Licensing Renewals26 Founders (Main Level)

BREAKOUT 2: 11:15-12:15 amKen Perry - Year in Review & 2011 ForecastKamm Room (Banquet Level)

BREAKOUT 3: 11:15-12:15 amGinger Bell & FriendsDuniway-Couch (Banquet Level)

LUNCHEON KEYNOTE PRESENTED BY USA DIRECT FUNDING 12:30 am – 1:30 pmAinsworth-Lownsdale Rooms (Banquet Level)

Bill Conerly, PhD, Economist

BREAKOUT 1: 1:45-2:45 amLicensing and Legislative Changes Panel26 Founders (Main Level)

BREAKOUT 2: 1:45-2:45 amMarketing Panel with Industry ExpertsKamm Room (Banquet Level)

BREAKOUT 3: 1:45-2:45 amUS Attorney and FBI on FraudDuniway-Couch (Banquet Level)

NETWORKING LOUNGE & INDUSTRY TRADE SHOW PRESENTED BY WELLS FARGO 3:00 pm – 5:00 pmThe Grand Ballroom (Main Level) $500 in gift cards awarded in drawings at the trade show!

REGISTRATIONRegistration for the 2010 OAMP Oregon Mortgage Industry Convention is as easy as 1-2-3!

All events occur at the Multnomah Athletic Club, 1849 SW Salmon, Portland, Oregon, which is located on the Tri-Met MAX Line and has ample free parking for convention delegates. Please note that the club prohibits mobile phone usage within its restaurants, and business or business casual attire is advised.

uPut Friday, October 22, 9 a.m. - 5 p.m. on your business calendar.

vInvest $49* in your professional development for the registration fee. The registration fee in-cludes continental breakfast, plated luncheon, buffet at the trade show, and all sessions. *Af-ter September 30, 2010, the non-member registration fee is $69.

wVisit www.oamponline.com and register for the 2010 Convention today!

Members and Non-Members both pay the same price of $49 for the entire day through September 30!

CancellationsCancellations received on or before October 1, 2010 will receive a refund of 100% of registration fees, minus a $25 administration fee. Can-cellations received after October1, 2010 will receive a refund of 50% of registration fees. No shows and same day of event cancellations will receive no refunds. Email [email protected] for cancellation information.