Changing the Future – Credit Union New Year’s Resolutions for 2023
Thursday, November 17, 2022 at 1 pm central time
Session Description
If you don’t anticipate the future, you may not have one, or at least not one to your liking. Credit union leaders understand this and build on the past to create a present that supports their members’ success. You can be part of this same solution. Join Peter Benjamin, CMB, President of ACUMA, as he and our panel of experts create a set of New Year’s resolutions to help credit unions succeed in 2023. Our team will explore regulatory and legislative issues, examine the economy in light of rising interest rates, and outline the steps you need to take to survive and thrive in a new, uncertain marketplace. Steve Jobs once noted that innovation distinguishes between a leader and a follower. Be a leader – seize the future as part of this important panel discussion.
Thank you to Sales Boomerang and Mortgage Coach for sponsoring this Lightning Round. Hundreds of leading lenders rely on award-winning technologies from Sales Boomerang and Mortgage Coach to build lasting borrower relationships that maximize lifetime customer value. Sales Boomerang’s intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. Mortgage Coach’s side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions. When combined, these tools become even more powerful, delivering 29% higher conversion, 11% higher long-term borrower retention, and 35% higher LO profitability. https://www.salesboomerang.com/
Sponsor Company video link: https://youtu.be/Sp7y2FijS2w
- This session will be interactive so come with your questions.
- Open to anyone.
- Session will be recorded.
- By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.
Speakers
Bill Bodnar
Chief Revenue Officer, Tabrasa
Bill Bodnar is Chief Revenue Officer of Tabrasa as well as Chief Market Analyst for their Mortgage Market Guide product. He has been with the firm since its inception over 20 years ago. A lifelong student of the financial markets, Bodnar brings strong financial literacy and technical analysis skills to the Tabrasa team. He plays a key role in the creation and publication of Mortgage Market Guide content being used by thousands of MLOs across the country every day. Bodnar is also a partner in The Bourbon Room, an 80s-themed nightclub in Los Angeles.
Kris Kully
Partner, Mayer Brown, LLP
Kris Kully is a law partner in Mayer Brown’s Washington, D.C. office. She concentrates her practice on federal and state regulatory compliance matters affecting providers of consumer financial products and services. Kully is a former lawyer for the Department of Housing and Urban Development, where she provided legal counsel on the mission oversight of Fannie Mae and Freddie Mac, the interpretation of the RESPA, and the implementation of housing assistance and community development programs.
Ron Vaimberg
President, Ron Vaimberg International
Ron Vaimberg is recognized as one of the most requested, in-demand trainers and coaches in the mortgage and real estate industry. He is a driving force and coach behind many of the nation’s top-producing loan officers, real estate professionals, and account executives. He has delivered thousands of presentations and training sessions for mortgage companies, credit unions, banks, real estate franchises, industry associations, and private coaching clients throughout the United States and Canada. His coaching and training have contributed to more than $30 billion in increased client production. Vaimberg does not believe in hard-sell tactics; his focus is for his clients to remain true to who they are.
Peter J. Benjamin, CMB
President, ACUMA
Peter J. Benjamin, CMB is the President of the American Credit Union Mortgage Association (ACUMA). A mortgage professional with 20 years of experience, Benjamin has held various positions throughout the mortgage industry including Senior Vice President of Mortgage Lending for Lafayette Federal Credit Union in Rockville, MD. During his time at Lafayette Federal, Benjamin led a high-performing mortgage team that exceeded production and budget goals each year, reduced the Credit Union’s cycle times to the industry-required timeframes; and improved the credit union’s application pull-through rate. As an association, Benjamin wants to see ACUMA members continue to foster the collaborative spirit that has made the association so great and work together to support the American Dream of homeownership. He sees ACUMA as a vital education arm that helps Member Credit Unions gain market share in the mortgage industry.
