Tech + Leadership Summit

Why This Summit

This isn't a conference where you sit in a ballroom for two days listening to panels that could have been emails. This is one day, packed with sessions from actual practitioners — people who run teams, own P&Ls, and build technology for mortgage companies. Not vendors pitching products. Not consultants recycling frameworks.

The topics cover what actually matters: recruiting loan officers when there aren't enough to go around, technology that cuts days off your cycle time, leadership that keeps your best people from leaving, culture that survives down markets, and P&L management for the world we're actually operating in — not the one we wish we were in.

Every speaker on this stage runs a team, owns a number, or builds the tools we all depend on. They were invited because they have something worth sharing, and they said yes because they want to be in the room with people like you.

I built this agenda because these are the conversations I want to be in. I think you will too.

— Michael Kelleher
Planning Committee, NEMBC
Board of Directors, MA-MBA

2026 Speakers

Dylan Latour

Meghan Handy

Jeremy Williams

Nate Longfellow

David Alonzo

Ron Klabunde

Mike Eising

Brett Arsta

Robert Pieklo

Chris Vinson

Marc Trachtenberg

Mike Malloy

Jim Clapp

Mickey Schilling

Jeremy Ray Davis

Keith Canter

TBD

TBD

Rich Weidel

Brandon Durham

Jon Overfelt

Roy George

Greg Schwartz

Justin Messer

Dan Snyder

Chrissy Zotzmann Brown

Rob Jewett

Eric Roman

Recruiting Top Loan Officers That Don't Exist Yet

How do you hire great loan officers when there aren't enough to go around? Dylan Latour breaks down how forward-thinking lenders are building LOs from scratch — finding raw talent outside the industry and turning them into producers. If you're still fighting over the same recycled talent pool, this session is your wake-up call.

Dylan Latour

The Workflow Revolution: How Tech-Forward Lenders Are Cutting Days Off Their Cycle Times

David Alonzo and Nate Longfellow pull back the curtain on real workflow implementations that are shaving days — not hours — off cycle times. No theoretical frameworks. Just the tech stacks, integrations, and process changes that are actually working at scale.

David Alonzo

Nate Longfellow

The Blueprint for Success: How Top Wholesalers Are Winning the Market

The wholesale channel is more competitive than ever. Brett Arsta, Robert Pieklo, and Chris Vinson — three leaders who are actually winning — share what's working in their shops right now. From pricing strategy to broker relationships to tech adoption, this panel covers the moves that separate the leaders from the pack.

Brett Arsta

Robert Pieklo

Chris Vinson

The Pipeline Problem: Building a Purchase-First Origination Machine

Refi booms come and go. Jim Clapp and Mickey Schilling have built origination operations that thrive on purchase volume regardless of what rates are doing. They'll share their playbooks for generating consistent purchase pipelines without relying on rate-driven demand.

Jim Clapp

Mickey Schilling

Mortgage CEOs: What Keeps You Up at Night?

A candid conversation with mortgage company CEOs about the challenges they're navigating right now. From margin compression to technology bets to talent wars, Keith Canter holds nothing back about what it really takes to run a mortgage company in 2026.

Keith Canter

TBD

To Be Announced

TBD

To Be Announced

Recruiting Top Loan Officers: Strategies That Actually Work

Brandon Durham, Jon Overfelt, Roy George, and Dr. Rick Roque have each cracked the code on recruiting loan officers in different ways. This panel gets into the specifics — what channels work, what comp structures attract the right people, and how to build a recruiting engine that doesn't depend on poaching from competitors.

Brandon Durham

Jon Overfelt

Director of Sales/Owner, American Security Mortgage Corp

Roy George

President, MOR Lending

Dr. Rick Roque, CMB

SVP, Retail Growth & M&A, NFM Lending

Culture Is the Strategy: Building Teams That Outlast Market Cycles

When the market gets tough, culture is what keeps your best people from leaving. Chrissy Zotzmann Brown, Rob Jewett, and Eric Roman have each built cultures that attract talent and survive downturns. They'll share what they've learned about values, accountability, and building teams that actually want to come to work.

Chrissy Zotzmann Brown

Rob Jewett

Eric Roman

2025 Speaker Lineup

The Venue

Newport Marriott

25 America's Cup Avenue, Newport, RI 02840

Right on the waterfront in downtown Newport. Walking distance to Thames Street, Bowen's Wharf, and the harbor. The hotel sits on the water with views of Narragansett Bay — the kind of venue that makes you want to stick around after the last session ends.

Room block details and group rates will be announced soon.

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