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Arrive early and attend MBA's Mergers & Acquisition Workshop on January 28, 2019. This is a pre-conference event offered exclusively to IMB Conference attendees. View the workshop agenda and register here.

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Wednesday, January 30, 2019

  • Business Operation and Compliance Track: Strategic Transformation and Superior Profitability

    Location: Bayview,
    Bay Level


    Speaker(s)

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    James M. Deitch, CMB, Co-Founder and Chief Executive Officer, Teraverde Financial

    Kelli Scott, Group Manager, Services & Support, Blend

    A.W. Pickel, III, President and Chief Executive Officer, Waterstone Mortgage Corporation

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    Experienced mortgage bankers share their actionable take-aways on how successful executives are strategically transforming their businesses in the area of margin management, product expansion, cost to produce and channel enhancements. The session summarizes the findings of Jim Deitch’s best-selling new book, “Strategically Transforming the Mortgage Banking Business,” the proceeds of which benefit the MBA Opens Doors Foundation.

    Speaker(s)

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    Eddy Perez is the co-founder of Equity Prime Mortgage LLC. Perez is a seasoned professional with experience holding multiple executive level positions. He has personally closed over 3,000 loans since entering into the mortgage business. As President of Equity Prime Mortgage, his responsibilities include overseeing sales, EPM’s growing diversity initiative, capital markets, finance and marketing.

    James M. Deitch, CMB, Co-Founder and Chief Executive Officer, Teraverde Financial

    James M. Deitch, CMB is an entrepreneur, having founded two national banks, several mortgage banking ventures, and four technology-oriented companies. He currently serves as co-founder and CEO of Teraverde group of companies. Teraverde is a professional advisor to financial services companies. Teraverde helps banks and mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. Prior to Teraverde, Deitch was co-founder, Chairman and CEO of American Home Bank N.A. Under Deitch’s leadership, American Home Bank has been cited as one of the fastest growing companies in the United States by INC. Magazine. The Bank was named one of the top 50 residential lenders in the United States by SourceMedia, publisher of American Banker. American Home Bank was ultimately acquired by BBT. Jim is a frequent author for industry publications. Most recently, he authored “Digitally Transforming the Mortgage Banking Industry”, which was a #1 best selling new release in its category.

    Kelli Scott, Group Manager, Services & Support, Blend

    Kelli Scott brings over 15 years of passion and experience building high performance customer success teams throughout that deliver results. Before joining Blend, Kelli was vice president of global customer success at ClearSlide, where she owned end-to-end customer engagement, adoption and growth. While at ClearSlide, Kellie worked to evolve the inter-departmental policies within sales, services, finance, legal and operations.  Prior to ClearSlide, Kelli was global vice president of services and support at Marin Software, which supported customers working to solve complex digital marketing integrations, challenges and business objectives. She also led the Diversity in Leadership council, and carries she carried this concept forward at ClearSlide. During her tenure at Marin Software, Kelli was instrumental in the successful efforts of the 2013 IPO and the acquisition of two companies.  Before joining Marin Software, Kelli oversaw strategic professional services at Coremetrics (IBM) where she created many service offerings that are still utilized by Coremetrics (IBM) customers.

    A.W. Pickel, III, President and Chief Executive Officer, Waterstone Mortgage Corporation

    Waterstone Mortgage Corporation President & CEO A.W. Pickel III has more than 30 years of experience in the mortgage lending and real estate finance industries. His expertise includes the recruitment, training, and management of origination teams around the nation. As President of Waterstone Mortgage, he plays a pivotal role in the overall growth and direction of the organization. In 1992, he founded LeaderOne Financial Corporation as a local mortgage brokerage, growing the company into a full-service mortgage bank – with approximately $1.6 billion in annual loan volume – before selling it in 2016. In addition, Pickel is a widely renowned speaker and writer, specializing in housing and finance topics. He has been quoted in a variety of renowned publications, such as the Associated Press, the Wall Street Journal, the New York Times, USA Today, U.S. News & World Report, and the Washington Post.