May 3, 2023

Irvine

CA

 — 

Hilton Irvine/Orange County Airport

May
03

Friday, August 19, 2022

9:00 am

 — 

4:00 pm

Hilton Irvine/Orange County Airport
Irvine
CA

California Mortgage Expo — Irvine

Attend the Private Lender Forum on 
Wednesday, May 3, 2023
, and stay for  
California Mortgage Expo — Irvine
 
Thursday
 through 
Friday
.
This edition of the Private Lender Forum is part of the 
California Mortgage Expo — Irvine
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.
Register

Take your originations to top speed

Leaders Take On Leadership

May
03

May 3, 2023

 | 

9:00 am

 — 

4:00 pm

Hilton Irvine/Orange County Airport
Irvine
CA
Your ticket to the
California Mortgage Expo — Irvine
 is included!

A Winning Conversation In A Tumultuous Environment

As a seasoned leader, you understand the importance of keeping your foot on the accelerator while maintaining a sharp focus on the road ahead in order to ensure your company's success. In today's dynamic mortgage industry, with razor-thin margins, ever-evolving capital market conditions, and a pressing need to enhance the borrower experience, leading your organization effectively can be a daunting task.

That's where Maximum Acceleration - Leadership comes in, the foremost event for mortgage industry leaders seeking to learn from the industry's top performers. Our event boasts an impressive lineup of speakers, including high-powered executives from some of the largest and most respected lenders in the game such as Movement Mortgage, Academy Mortgage, CrossCountry Mortgage, and more. These industry trailblazers will share their invaluable insights on how to skillfully navigate the challenges and capitalize on opportunities, and how to effectively lead your team to victory on a challenging track.

All Winners Lineup

Mortgage Exec's Town Crier
Rob Chrisman

9:00 am

 — 

9:45 am

Being Lean, Nimble And Ready For Market Opportunities

Fireside chat with 37-year mortgage industry leader, Rob Chrisman, author of the required reading for any mortgage banking stakeholders, the Chrisman Commentary. Rob is also an associate of the STRATMOR Group and holds various board seats at mortgage firms and trade associations.

  • Having the ability to scale up and down with volumes.
  • Costs. Costs. Costs.
  • Motivating the sales staff.
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Movement Maker
Michael Brennan
Movement Mortgage

10:00 am

 — 

10:45 am

Create a Movement in Your Company

We sit with Michael Brennan, Movement Mortgage’s President, to learn how he leads his organization with communications and the goals of developing their organization’s next leadership slate. 

  • Defining Clarity, Communications
  • Train yourself out of a job, how’s your bench? 
  • Lessons learned from John Maxwell
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Culture Cultivator
Jason Klaskin
Academy Mortgage Corporation

10:45 am

 — 

11:15 am

Become More Competitive With A Strong Corporate Culture

  • What is culture?
  • Can having a positive culture create a competitive advantage?
  • Do you WANT a culture or do you feel like you NEED to create a culture?
  • Common reasons your culture may not be felt by the people that matter
  • How to create or reset your organization’s culture for success
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Leader of Champion Producers
Craig Montgomery
CrossCountry Mortgage, Inc.

11:15 am

 — 

12:30 pm

Your Business Card Title Doesn’t Mean You’re a Leader!

  • How to be a positive leader during a tumultuous market;
  • Leading through a recruiting frenzy; and
  • Leading a spectrum of producers - from top earners to rookies.  
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Expert Motivator
Steve Richman

2:00 pm

 — 

2:45 pm

Lessons In Leadership — Today And Tomorrow

  • Numbers are important and so are people. How to make both work together.
  • Understanding how today’s recruiting process requires a new style of leadership.
  • Leading a corporate culture in a post-pandemic world. 
  • Vision, competition and communication. Three topics to consider as you differentiate your team.
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Big Tech Exec Gone Mortgage
Karl Jacob
LoanSnap

3:00 pm

 — 

4:00 pm

The 24hr Mortgage is Here!

  • How we transformed the mortgage process and are closing fully compliant qualified mortgages in 24hrs
  • Where were the issues/bottlenecks? Hint: It’s not where you think
  • Letting go of the "way things are done" and embracing a new way
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Meet Your Coaches

Find these industry leaders sharing their insights at the event.
Karl Jacob

Karl Jacob

CEO & Co-Founder
LoanSnap
Craig Montgomery

Craig Montgomery

Chief Production Officer
CrossCountry Mortgage, Inc.
Jason Klaskin

Jason Klaskin

Senior Vice President of Organic Growth
Academy Mortgage Corporation
Michael Brennan

Michael Brennan

President
Movement Mortgage
Rob Chrisman

Rob Chrisman

Consultant
Steve Richman

Steve Richman

Presenter, Trainer, Consultant

Sponsors

Thank you to our sponsors, who you can meet at the event.
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Sponsor list coming soon.
Sponsor list coming soon.

Registration

NMLS Licensee Registration

For NMLS licensed individuals including brokers, originators, and support staff.
Register
Registration coming soon.

Unlicensed Registration

Registration

$395
Unlicensed attendees, including vendors, C-Suite, account representatives, and others.
Register
Registration coming soon.
Show producer reserves the right to determine eligibility to attend. Walk-in rates may differ.

Hotel

This edition of Maximum Acceleration is being hosted at the 
Hilton Irvine/Orange County Airport
. Enjoy discounted room rates when you book with us.

Hilton Irvine/Orange County Airport

18800 MacArthur Blvd
Irvine
CA
 
92612
Book your stay
Booking link coming soon.
May
03

California Mortgage Expo — Irvine

Attend the Private Lender Forum on 
Wednesday, May 3, 2023
, and stay for  
California Mortgage Expo — Irvine
 
Thursday
 through 
Friday
.
This edition of the Private Lender Forum is part of the 
California Mortgage Expo — Irvine
 conference. To attend, you must register for the conference and select to add the Private Lender Forum to your registration.
Attend FREE using code OCNFREE
Register

Where to attend:

Jul
10

July 10, 2023

New Orleans
LA
 — 
Hotel Monteleone
This edition of Maximum Acceleration includes your ticket to the 
Ultimate Mortgage Expo
 conference.
Aug
17

August 17, 2023

Las Vegas
NV
 — 
Planet Hollywood Resort & Casino
This edition of Maximum Acceleration includes your ticket to the 
Originator Connect 2023
 conference.
Jan
12

January 12, 2023

Uncasville
CT
 — 
Mohegan Sun Casino & Resort
May
03

May 3, 2023

Irvine
CA
 — 
Hilton Irvine/Orange County Airport

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