| Tuesday - October 20, 2009 - 8:30 a.m. - 6:30 p.m. |
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9:00 a.m. |
Signs of Change - The Licensing & Regulatory Landscape |
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If you want the latest and greatest on what’s happening on the national and state level regarding licensing and regulatory issues, don’t miss this session! You’ll get a big-picture perspective of what’s happening with Loan Originator licensing, plus the chance to ask questions of the people who have answers |
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Robert Charlton, Assistant Superintendent, Arizona Department of Financial Institutions (AzDFI) |
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Bill Matthews, Senior Vice President, Conference of State Banking Supervisors (CSBS),
President & CEO, State Regulatory Registry LLC |
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Bill is responsible for managing the Nationwide Mortgage Licensing System (NMLS).
Under the S.A.F.E. Act, all loan originators must become licensed through NMLS. |
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10:15 a.m. |
Signs of the Times – Economic and Housing Outlook |
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Getting a clear understanding of what to expect down the road is vital to helping you manage your business and expectations. How long will this recession last? Have we hit bottom? Are we in this for the long haul? Is the housing market starting to turn? Find out the insights and educated projections based on data from experts who know. |
Marshall Vest
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Wayne Stutzer
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Marshall Vest
Director of the Economic and Business Research Center (EBR) at the University of Arizona’s Eller College of Management.
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Wayne Stutzer
Senior VP, Dain Rauscher
Host of KTAR's The Smart Investor
Regular guest on Stocks on Fox on Channel 10.
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11:45 a.m. |
Signs of Success Luncheon – Your Attitude Matters! |
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| Sponsored by |
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Keith Harrell, Best-Selling Author, Business Leader |
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Let’s be candid. Working in an industry under attack during one of the worst U.S. economies, it’s hard to stay positive and focused. Most people have days where they feel like throwing in the towel. But without the right perspective, business success is nearly impossible in this downturn. That’s where “America’s attitude coach” can help. If you liked Larry Winget at the June conference, you’re going to love Keith Harrell!
Keith combines practical application with time-tested ideas that will help you take action in the areas of your life that need it most. You’ll be inspired by Keith’s “driving ambition and an attitude that refuses to flag”. The Wall Street Journal |
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| 1- 4:00 p.m. |
LENDER EXPO - Vendors with products and services to help YOU! |
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*** FREE CLASSES WITH FULL-DAY REGISTRATION *** |
| 3:30 p.m. - 6:30 p.m. Look for The Signs - Bonus Classes |
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3:30 p.m. - Identity Theft – Pre-Licensing Education – 2 CEUs |
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Mortgage professionals handle thousands of pieces of non-public, personal financial information daily. How we gain access to data, use it to perform our services, maintain and safeguard it, determines whether we work in a compliant business or end up in a lawsuit.
Helping customers protect their identity is one more value-added service mortgage professionals can offer. In order to offer the information, it is imperative that mortgage professionals understand how ID theft occurs and what their customers can do to avoid it. |
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5:30 p.m. - Red Flag Rule - Compliance Required by November 1, 2009! |
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Mortgage brokers have been identified as a business that must comply with the Red Flag Rule. The rule requires mortgage brokers to develop and implement a written Identity Theft Prevention Program to detect, prevent, and mitigate identity theft in connection with certain financial accounts. Come and learn what must be in your written plan - and even leave with a completed plan for your business. |
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