Monday, May 18
Skip Willcox, AMP, CMB
Founder, Kairos Sales Group
Energy is contagious and in sales, you need all you can get. Join Skip Willcox as he dives into the world of sales, business development, and recruiting---all with a mortgage, banking and real estate twist---to get you information to help you dominate your sales day! About the host: Skip Willcox has spent his entire career in the sales and mortgage industries. After over 20 years in secondary marketing, origination and then the wholesale space, Skip now devotes his energy to growing Kairos Sales Group, his sales training company.
Jeff Ratanapool
Executive Vice President, Strategic Growth & Corporate Development
“Back to the Basics!” Building a bulletproof origination business based on relationships, service, and 6 non-negotiable principles.
Jeff has personally originated hundreds of millions in home loans over the years as a Certified Mortgage Lender. His knowledge of products, underwriting guidelines, sales, compliance, and service coupled with years of experience in leadership is what sets him apart. Not only has Jeff helped growth within the mortgage industry he has also successfully graduated 400 Realtors over his years as Kentucky’s only GRI-3 instructor.
Kara Ward
Shareholder, Federal Lobbyist, Baker Donelson
Ms. Ward concentrates her practice on providing financial institutions, FinTechs, consumer advocacy groups, non-profits, and trade associations with her deep knowledge of complex, inter-governmental matters that intersect financial services laws and public policy to advance clients objectives on Capitol Hill, within regulatory agencies, and across the Executive Branch.
Rider Harris
Founder, GoBananas.ai
Rider runs tailored, high quality AI workshops for companies that want their teams to actually use AI in the work they do every day. Sessions are built around your tools, your workflows, and your industry. People leave with clear guardrails, ready to use prompts, and repeatable processes that save time and improve output.
Christine Windness
Special Agent Squad C-4 Financial Crimes,
Federal Bureau of Investigation
[Program details]
Kristin Messerli
Executive Director, FirstHome IQ
I am a strategist and speaker on Millennial and Gen Z housing trends, dedicated to fostering financial literacy and homeownership among young adults. I recently co-founded the nonprofit FirstHome IQ, with a mission to deliver homeownership education before the age of 25.
Throughout my career, I've collaborated with hundreds of lenders, startups, and nonprofits to craft successful go-to-market strategies and build trust with their consumers. My previous role as VP of Sales and Strategy at Experience.com, along with my consulting work with numerous fintech startups, has given me extensive experience in product design, marketing, and research.
Market Insight Update
Tuesday, May 19
Mark Milam
Founder & Mortgage Banker
Highland Mortgage
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Credit Panel
Tuesday, May 19
Kimberly Donovan
Strategic Account Manager
Xactus
Chip Caldwell
Strategic Account Manager
Equifax
Toby Foster, MBA
VP Client Success
Informative Research