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Future Proof Your Company
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Emerging Mortgage Roles
March 25, 2026
As our industry continues to lean into AI driven task-based workflows and exception based processing, there will be more opportunities to rethink the roles that support our business. Join us as we explore emerging roles that can set lenders apart in the next decade, the skills that matter most in an AI-enabled environment, and how leaders should be rethinking their organizational design and talent strategy.
The Future of Source Data
March 11, 2026
Leveraging source data (automatically pulling verification data directly from the source) can provide so many benefits to a mortgage company and to a customer's experience, but adoption over the years has been a fraction of what it could be. Join us as we discuss exactly why this is happening, what top lenders are doing to solve for it today, and what this could mean for our industry as more lenders lean into the opportunity.
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The Loan Officer of the Future
February 25, 2026
As AI takes on more of the operational heavy lifting, the LO of the future won’t win on speed alone, but on how they build trust and share insights with their customers and referral partners. Join us as we discuss how top-producing loan officers are redefining their role, how they delegate tasks, and how they leverage AI to differentiate themselves.
Being seen in a world of AI Search
February 11, 2026
Optimizing your brand so that it can be found where consumers are shopping is evolving. Now, companies not only need to be seen through web searches, but also through AI platforms that rank and value data and information differently. Join us as we break down how AI search actually works, what signals matter now, and how lenders can position their brand, data, and content to stay discoverable in an AI-first world.
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The Future with Responsible AI
January 28, 2026
AI is all anyone can talk about, but are we really asking the right questions? Just because AI can do something doesn't necessarily mean that it should. And, once we've chosen an AI solution, how do we properly govern this new type of technology? Join us as we cut through the noise and get to the most critical AI topics that are impacting our industry.
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The Future of Capital Markets
December 3, 2025
Do you have questions about the impact of Fannie Mae or Freddie Mac coming out of conservatorship? Or, questions about where Capital Markets is headed with non-QM? Join Capital Markets guru, Chris Bennett, Chairman of Vice Capital Markets, for a robust discussion on all that could be in store for our industry as we predict the future of capital markets.
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Innovation Insights - Live from MBA Annual
October 22, 2025
Join Innovation Enthusiasts, Suha Zehl, Founder of Z Technologies, Dana Georgiou, Founder of Lending Luminary, and Brooke Anderson Tompkins, Founder of Bridge AIvisory, for our first live broadcast from the MBA Annual Conference. These experts will share insights on the biggest trends in innovation being discussed at the conference.
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Mortgage Products Shaping our Future
September 24, 2025
Join Industry Leaders, Paul Gigliotti, Chief Growth Officer at Prudent AI, and Cole Bestgen, CEO of Arcasa, for an exciting conversation about the mortgage products that are shaping the future of mortgage banking. We'll dig into non-QM and the technology solutions that are helping to drive operational efficiency and helping to control risk. And, we'll be talking about new products lowering the cost of homeownership for future buyers.
Table Stakes
September 10, 2025
Join Industry Innovators, Jemma Pachiano, Chief Innovation Officer at Legend Lending, and Andrew Panagos, President at Go Mortgage, as they share their insights on how to perfect your operational workflow and improve your foundation as you set up your company to take on the next big AI solution.
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The Sales Coach of the Future
August 27, 2025
Join Sales Leaders and Coaches, Austin Lampson, Branch Manager at Origin Point Mortgage, and Brian Covey, Divisional SVP at CrossCountry Mortgage, as they share their insights on what the Mortgage Sales Coach of the future will look like. As technology continues to change, so will our sales teams. And, these coaches are digging in to what it's really going to take to lead and grow the sales team of the future.
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The Executive of the Future
July 30, 2025
Join Industry Icons, David Lykken, CEO of Transformational Mortgage Solutions, and Dale Vermillion, CEO of Mortgage Champions, as they share their insights on the Future of Mortgage Banking. They'll discuss what mortgage executives will need to do to lead their companies through so many changes.
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The Future of Marketing
July 2, 2025
Have you ever wondered how personal branding may evolve in the future because of AI? Or, have you ever wondered how to position your company for AIO and not just SEO? These 2 experts are here to help!
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Join James Duncan, founder of Caelum Advisors, and Meghan Handy, Chief Marketing and Customer Officer at Embrace Home Loans, for an impactful conversation that will prepare you for the Future of Marketing.