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Fall Conference November 12, Latham ny
Credit Union Employees - bring a first time cu employee as your free guest-Please see payment note below - cc link is currently not working
Credit Union Partners/Vendors - Must bring a credit union employee as your free guest - Please see payment note below- cc link is currently not working
Credit Union Partners/Vendors - Must bring a credit union employee as your free guest - Please see payment note below- cc link is currently not working
Credit Union Partners/Vendors - Must bring a credit union employee as your free guest - Please see payment note below- cc link is currently not working
Credit Union Partners/Vendors - Must bring a credit union employee as your free guest - Please see payment note below- cc link is currently not working
Credit Union Partners/Vendors - Must bring a credit union employee as your free guest - Please see payment note below- cc link is currently not working
please note
- The payment link for registration is currently not working due to technical issues. We are working with the web site to get this corrected. In the meantime, if you would like to RSVP, please email us directly at: Melissa.Savage@Sunmark.org; PWhitman@Archmi.com or KKeegan@Archmi.com.
fall conference AGENDA
Thursday, November 12th
FALL CONFERENCE
TRI-STATE CUREN
THURSDAY, NOVEMBER 12, 2026
Sunmark Credit Union | Latham, New York
9:30 - 10:00 AM
Registration, Networking & Sponsor Engagement
Connect with fellow attendees, industry partners and conference sponsors.
10:00 - 10:15 AM
Welcome & Opening Remarks
Conference welcome, sponsor recognition and an overview of the day.
10:15 - 11:00 AM
Economic Update
Bill Bodnar | Founder & CRO, Tabrasa
Economic trends, housing forecasts, interest rates and the outlook for mortgage lending.
11:00 - 11:15 AM
Networking & Sponsor Break
Time to connect with attendees and sponsor partners.
11:15 AM - 12:00 PM
UAD 3.6 Update
William Lumadue | IREM Solutions
Practical insights on the UAD 3.6 transition and its impact on lenders, appraisers and mortgage professionals.
12:00 - 1:00 PM
Networking Lunch
Lunch with attendees, speakers, sponsors and industry partners.
MORNING PROGRAM
FALL CONFERENCE
TRI-STATE CUREN
THURSDAY, NOVEMBER 12, 2026
Sunmark Credit Union | Latham, New York
AFTERNOON PROGRAM
TIME
PROGRAM
1:00 - 1:45 PM
QC Deep Dive
Paul Hargis | SVP, Customer Success, Mortgage Connect Risk Solutions
Quality control trends, compliance considerations, risk management and the evolving role of automation and AI.
1:45 - 2:00 PM
Networking & Sponsor Break
Time to reconnect and visit with sponsor partners.
2:00 - 2:45 PM
AI Update: Transforming Mortgage Lending
Will Vickers | Vice President of Industry Technology, Arch Mortgage Insurance
Peter Micera | Senior Vice President of Sales, Northeast Region, Dark Matter Technologies
How artificial intelligence is reshaping mortgage operations, risk management, customer engagement and efficiency.
2:45 - 3:00 PM
Networking & Sponsor Break
Time to reconnect and visit with sponsor partners.
3:00 - 3:45 PM
Selling to the Real Estate Community
Skip Willcox | Founder & Principal Trainer, Kairos Sales Group
Kareem Jandali | Owner, Jandali Realty
Jeff Miller | JEM Properties & Rentals
Strategies for building Realtor relationships, strengthening referral networks and growing purchase mortgage production.
3:45 - 4:00 PM
Networking & Sponsor Break
Time to reconnect and visit with sponsor partners.
4:00 - 4:45 PM
Home Equity Lending: Opportunities for Growth
Bob Padula | Vice President of Lending, Empower Federal Credit Union
Jeff Haggett | Strategic Sales Executive, ServiceLink
Ken Flaherty | Director, Retail Lending, Curinos
A panel discussion on home equity trends, product innovation, member demand, operations and growth opportunities.
4:45 - 5:00 PM
Closing Remarks & Adjournment
Final acknowledgements and conference conclusion.
LEARN | CONNECT | GROW
Program details are subject to change.
5:00 PM
Networking Happy Hour - Location TBD