NYAMB`s 22nd Annual Wholesale Conference & Tradeshow
Transcription
NYAMB`s 22nd Annual Wholesale Conference & Tradeshow
NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 The New York Association of Mortgage Broker’s 22nd Annual Wholesale Conference brings together New York's top industry professionals .This one-day, action packed event will provide you with all of the tools, products, and best practices you need to accomplish your goals in today's market place. Don't Miss the Opportunity to Save Big on Early Bird Registration. E-Marketing of this event with updates will be sent out often. Watch for emails. If you are not a member we encourage you to join www.nyamb.org and stay abreast of up to date information that will be helpful to you in your business Ways to Register Online at WWW.NYAMB.ORG Mail in NYAMB, 501 E. Boston Post Rd., Suite 6, Mamaroneck NY 10543. Check payable to: NYAMB Registration Deadlines: Early-bird by 2/15/15 Pre-Registration by 3/15/15 On-Site Registration 3/23/15 from 8:00am-7:00pm Conference Questions & Special Needs Requests: Email: [email protected] Hotel Information NYAMB has reserved a block of discounted sleeping room for attendees of the Annual Wholesale Conference at the Westchester Marriott in Historic Tarrytown NY within minutes from major highways, public transportation, & the beautiful city of White Plains. Prestigious Westchester County offers an array of restaurants, bars, shopping & theaters. Click here for things to do in Westchester County. Hotel Reservation Deadline: Friday, March 6, 2015 Sleeping Room Conference Rates: Sunday, March 22, 2015 & Monday, March 23, 2015 $179.00 (double beds) plus applicable tax. Rooms are limited and are reserved on a first-come-first-served basis. After cut of date, hotel reservations will be accepted on a space availability basis with no guarantee that the conference rate will apply. All rates are per room per night and are subject to state and local taxes. Westchester Marriott 670 White Plains Road Tarrytown, NY 10591 About the Hotel & Directions For Reservations Call 1-800-228-9220 or 914-631-2200 and reference NYAMB 2 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 9:30 am to 6:30 pm 10:00 am to 10:15 am On-Site Registration & Help Desk Open Welcome Address Speaker(s) Marty Pfeiffenberger, NYAMB President Session A: Broker-Wholesale Lending Roundtable Panelists: • • • 10:15 am to 10:50 am Deborah Robertson, Sales Manager NY/NJ/DE/MD/VA, Plaza Home Mortgage Tina Lewandowski, Regional Sales Manager, REMN Samuel Bjelac, Divisional Sales Manager East, Carrington Mortgage Services Moderator: Irene Amato, NYAMB President-Elect & Events Co-Chair Open discussion with top industry wholesale representatives. Voice your opinions as to the delivery of service of wholesale lenders; What do brokers expect and demand from wholesale lenders? What do wholesale lenders expect from mortgage brokers? What technology platforms work best for wholesalers? What will drive broker success in 2015? What will be the challenges for brokers to overcome? Open discussion with top industry wholesale representatives. Session B: All the News from One State Street Speaker: Rholda Ricketts, Deputy Superintendent, Mortgage Banking Division, NYSDFS Topics to include: 11:00 am to 12:00 pm 12:00 pm to 2:00 pm 2:00 pm to 2:30 pm 1. 2. 3. 4. Websites Social Media Licensing turnaround time Standards for evaluating MLO renewals 5. Q&A Segment Lunch with the Exhibitors – Exhibit Hall Open Session C: Know the Nitty Gritty of RESPA-TILA Integration Speaker: Wayne Watkinson, Esq., Partner, Levy and Watkinson Moderator: Bonnie S. Nachamie, Esq., NYAMB Treasurer & Events Co-Chair Be prepared to explain the new disclosures to your customers. Learn the lingo of the Cost Estimates and Closing Disclosure. The disclosure world is changing. Be ready! Program continued on next page. 3 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 Session D: Advocating for the Industry Speaker: Richard Bettencourt, NAMB Government Affairs Chair Moderator: Lou Borsellino, NYAMB Immediate Past President & Federal Legislative Chair 2:30 pm to 3:15 pm NAMB is in the trenches with the CFPB working to ensure that brokers continue as a vital part of the industry landscape. Know the issues that brokers face and how broker’s livelihood are being protected. 3:15 pm Afternoon Break “Ice Cream Sunday Station Open” (open for 1.5 hour) Session E: Insure Your Success in 2015 Top National Mortgage Executives and Originators share their proven marketing, sales and organizational strategies, tips and talents to help make this your year to soar! Speaker: Jim McMahan, President, Benchmark Mortgage Moderator: Marty Pfeiffenberger, NYAMB President 3:30 pm to 4:15pm 4:15pm-5:45pm Session sponsored by: Redefining the originator’s opportunity in today’s marketplace Understanding roles & responsibilities Maximizing your opportunity in today’s complex marketplace with an “it’s my fault,” accountability approach Defining your highest and best use while maximizing & collaborating with the best team possible Building today’s $50-$100 million dollar mortgage practice Session F: “It’s Time Take Your Business to the Next Level” Featured Speaker: Mark Logue, Elite Tony Robbins Peak Performance Coach Moderator: Irene Amato, President-Elect, Events Co-Chair Learn the two things that could be preventing you from taking your business to the next level. Learn how to use the Three Pillars of Success to maximize your productivity and performance in your business and your personal life. Find out the ONE thing that you will never, ever, ever, - out earn – outperformance or outsell. Mark will show what this is and how to blast through it. 6:00pm – 8:00pm Reception Sponsored by: Exhibit Hall & Networking Cocktail Reception Food, Open Bar, Exhibit Hall, Raffles, Networking with your Wholesale Lenders & Affiliates Program subject to changes. Updates to program will be sent via email. 4 ndnd NYAMB’s Annual Wholesale Conference & NYAMB’s2222 Annual Wholesale Conference Tradeshow Monday, March 23, 2015 & Tradeshow Monday, March 23, 2015 Special Discount for New & Renewing Members REGISTRATION/EXHIBIT SPACE RENTAL PRICING Registration Options Early-Bird 1/28/15-2/15/15 Pre-Registration 2/16/15-3/15/15 On-Site Registration 3/23/15 NYAMB Broker & MLO Member Full Conference $75.00 $125.00 $175.00 NYAMB Affiliate Member Full Conference $150.00 $200.00 $250.00 Non-Members Full Conference $225.00 $275.00 $325.00 Member Exhibit Space Rental 10 x 10 8 x 10 $1,500 $1,200 $1,600 $1,300 n/a n/a Non-Member Exhibit Space Rental 10 x 10 8 x 10 $1,800 $1,700 $1,900 $1,900 n/a n/a $50.00 $100.00 $150.00 50% OFF EARLY-BIRD RATE Join now and take $50% of the Early Bird Conference Registration Fee. Offer Valid now through Feb 15th only. Discount code provided in e-confirmation of new membership. JOIN NOW AT WWW.NYAMB.ORG Already Renewed Your dues for 2015? Get the code now on the members only page of our website. Off does not apply to exhibit space. Discounts applied to full conference registration only. Additional Attendee (part of exhibiting company) NOTE: Full Conference Registration includes; Breakfast, Lunch, Breaks, General Sessions, Exhibit Hall, Networking Reception with Open Bar. Exhibit Hall Only Registration are not sold. Special Discount Offers do not apply to Exhibit Space. Exhibit Space Rental: Limited amount of 10 x10 spaces being sold. First-Come-First Served. Each Booth Space Rentals includes 2 complimentary registrations. Please reference exhibit agreement in this brochure for more information pertaining to exhibit space rental. Take advantage of the savings. Register today at WWW.NYAMB.ORG SPONSORSHIP OPPORTUNITIES OFFERED ON PAGE 5 OF THIS BROCHURE. 5 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 Annual Sponsorship Levels Exhibit Hall Networking Cocktail Reception w/Open Bar (only 2 available) $2,500 Lunch Sponsor (only 2 available) $2,000 Breakfast Roundtable Sponsor (only 1 available) $1,500 Ice Cream Sunday Stand Break Sponsor (only 1 available) $1,000 Event Sponsor (unlimited) $500 Advertising Sponsors Print & Onscreen (on-screen size should be submitted as a power point slide) (NO BLEED) BENEFITS CAN BE FOUND AT WWW.NYAMB.ORG Includes: 4 Full Conference Registrations Your Company Logo displayed as a Cocktail Reception sponsor on E-Marketing of the Event & on the on-site sponsorship signage Your Company Banner displayed outside the entrance to the Exhibit Hall & Cocktail Reception Signage displaying your Company Logo at the Dinner Full Page Color Ad in the Official Conference Journal & on-screen display Includes: 3 Full Conference Registrations Your Company Logo displayed as a Lunch Sponsor on E-Marketing of the Event & on the on-site sponsorship signage Signage displaying your Company Logo at the Lunch Full Page Color Ad in the Official Conference Journal & on-screen display Includes: 2 Full Conference Registrations Your Company Logo displayed as a Breakfast Sponsor on E-Marketing of the Event & on the on-site sponsorship signage Signage displaying your Company Logo at the Breakfast Roundtable Half Page B/W Ad in the Official Conference Journal & on-screen display Includes: 1 Full Conference Registration Your Company Logo displayed as the Ice Scream Sunday Stand Break Sponsor on E-Marketing of the Event & on the on-site sponsorship signage Signage displaying your Company Logo at the Coffee Break Half Page B/W Ad in the Official Conference Journal & on-screen display Includes: 1 Full Conference Registration Your Company Logo displayed as an Event Sponsor on E-Marketing of the Event & on the on-site sponsorship signage Business Card B/W Add in the Official Journal & on-screen display Does not Include Attendee Registration. Specs for Print Ad’s are as follows: Full Page Color: 8 W x 10.5 L (portrait layout) $200 Half Page Color 8 W x 5.5 L (landscape layout) $100 Business Card B/W 3.5 W x 2.5 L (landscape layout) $75 All Ad’s must be submitted in layout ready high resolution jpg or pdf file format no later than 3/1/15. Ad’s or Logo’s received after this date will NOT be included in the official journal of the conference or on-screen display. EMAIL AD’S & LOGOS TO [email protected] 6 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 Exhibit Space Rentals What’s included? Additional Exhibitor Services Exhibit Set Up & Dismantle Each Exhibit Space Rental Purchase provides: 8x10 space or 10x10 space 6’ draped table with 2 chairs 2 Free Full conference registrations 20 free exhibit hall only passes for exhibitor clients Discount Registration for Additional Exhibitor attendees & staff at a rate of $75 per person. Your company listed as an exhibitor in all e-marketing leading up to the event & in the official conference journal. Additional exhibitor services (shipping, electrical, etc.) are available directly from Nationwide Expo Services, Inc. 214 MacArthur Avenue, Unit B New Windsor, New York 12553 (845) 561-0832. Exhibit Hours are from 12:00pm – 2:00pm & 5:00pm – 7:00pm. Exhibitor may begin set up between the hours of 9:30am-11:30am. Exhibitor Dismantle: after 7:00pm. Exhibitor may utilize the space purchased with display units, banners or additional company items but may not exceed the allotted space. Exhibit Space Rental Agreement: (ESRA) 1. The exhibitor agrees to rent either a 10 x10 or 8x10 space at the NYAMB’s Annual Conference being held on March 23, 2015 at the Westchester Marriott. Exhibitor agrees to the set up and dismantle times as outlined above. No exhibitor is permitted to dismantle their booth until after 7:00pm No Exhibitor is permitted to set up their booth unless full payment has been received in advance of the date of the conference & the required insurance certificate has been received. Exhibitors who break down prior to 7:00pm will be accessed an additional fee of $500.00. 2. Security is Not Provided. The NYAMB, its employees, volunteers, and agents and venue shall NOT be responsible for any accident, claim or charge made by an Exhibitor or a third party in performances of this agreement. Exhibitor agrees that the NYAMB may use exhibitor’s name, photos & logo in marketing for this and future conferences. This agreement is subject to the rules and regulations of the NYAMB and Westchester Marriott. Exhibitor may not assign, sublet, or share any part of a booth. No Exhibitor is permitted to promote any event that is in a direct completion with the works of the Association. No Exhibitor is permitted to host any company event during the evening prior to the Conference or during the day or directly following NYAMB’s conference on March 23, 2015 at the Westchester Marriott or within a 10 mile radius. Any exhibitor wishing to host a private hospitality or company event must seek prior written approval from the NYAMB. REQUESTS FOR SUCH AN EVENT MUST BE SENT TO NYAMB VIA EMAIL AT [email protected] AT LEAST 10 DAYS PRIOR TO THE DATE OF THE EVENT. Refunds or Credits: There are no refunds or credits issued due to cancellation or no shows. No exceptions. INSURANCE LIABILITRY CERTIFICATE REQUIRED BY EXHIBITOR Exhibitor assumes responsibility and liability for all claims of any type relating to or arising from its booth or Exhibitors operation thereof or materials displayed or distributed thereat, and for all damage, loss, theft, and injury to property and persons relating to or arising from the erection, movement, content, or operation of Exhibitor’s exhibit, and hereby agrees to indemnify the NYAMB for any loss or liability insurance with respect to same. In addition, Exhibitor agrees to carry liability insurance with respect to foregoing, with minimum coverage of $1,000,000 combined single limit (bodily injury and property damage/loss) issued to a carrier acceptable to the NYAMB. Exhibitor agrees that the NYAMB shall be shown as an additional insured with respect to said policy, and agrees to deliver to the NYAMB an original policy or certificate of Insurance no later than March 15, 2015 . If exhibitor fails to provide a copy to the NYAMB it does not release the exhibitor from his responsibility to carry this insurance. NOW THAT YOU HAVE READ THIS AGREEMENT IN ITS ENTIRETY YOU MUST GO TO THE EXHIBITOR REGISTRATION FORM AND SIGN THAT YOU HAVE DONE SO AND AGREE TO ALL CONFERENCE POLICIES INCLUDING THE CONTENT SET FORTH IN THIS AGREEMENT (SEE PAGE 8 OF THIS BROCHURE) 7 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 ATTENDEE REGISTRATION MAIL IN FORM ON-LINE BY CREDIT CARD WWW.NYAMB.ORG MAIL IN (Check Pay) Check Payable to: NYAMB & Mail To: 501 E. Boston Post Rd., Suite 6 Mamaroneck NY 10543 (must be post marked by specific date in accordance to registration date cut off dates as outline in this brochure to honor rate) Complete this form only if you wish to pay by check: PRINT OR TYPE (PHOTO COPY FOR ADDITIONAL ATTENDEES) Name____________________________________________________________________________________________________________ Company_________________________________________________________________________________________________________ Street________________________________________City__________________________________________________State___Zip_____ Phone_______________________________________________Email_________________________________________________________ Policy: no refunds or credits due to cancellation or no show. No exception. __I agree to the conference policy as stated above. Registrant Signature_______________________________________________________________________________Date___________ ___Member ___Non Member ___Special Offer Discount _________$ Amount Paid Email confirmation will be sent to the email address provided on this form. Membership will be verified prior to registration processing. Returns checks are subject to additional administrative fees & bank charges. Special Requests: Please let us know if you require and special needs. _______________________________________________________________________________________________________________ _______________________________________________________________________________________________________________ Thank you and we look forward to seeing you at the Conference on March 23, 2015 in Tarrytown. NYAMB reserves the right to cancel or reschedule the event due to natural disaster. In the event of cancellation or rescheduling of event, all attendees will be notified via email to the email currently on file with the NYAMB and will post such information on the association’s website www.nyamb.org 8 NYAMB’s 22nd Annual Wholesale Conference & Tradeshow Monday, March 23, 2015 SPONSORSHIP &/OR EXHIBITOR REGISTRATION FORM ON-LINE BY CREDIT CARD WWW.NYAMB.ORG MAIL IN (Check Pay) Check Payable to: NYAMB & Mail To: 100 Mamaroneck Ave., Suite 303 Mamaroneck NY 10543 (must be post marked by specific date in accordance to registration date cut off dates as outline in this brochure to honor rate) Complete this form only if you wish to pay by check: PRINT OR TYPE (PHOTO COPY FOR ADDITIONAL ATTENDEES) Sponsorship Level:________________________ Amount Paid _______________ ___Exhibit Space Rental Only __10x10 or ___8x10 Amount Paid _______________ Member Yes or No (circle) Name___________________________________________________________________________________________________________ Company________________________________________________________________________________________________________ Street___________________________________________________City______________________________________State___Zip_____ Phone__________________________________________Email____________________________________________________________ Additional Attendees part of exhibiting company (see registration pricing page) for each additional person. Complementary registrations that come with your sponsorship or exhibit space please photo copy this form and indicate additional free attendee part of my sponsorship/exhibit space rental. ____Yes I am Exhibiting (with annual sponsorship or exhibit space only) and have read and accept all terms of the Exhibit Space Rental Agreement as outlined in the conference brochure. Exhibitor/Sponsor Signature_______________________________________Date___________ Email confirmation will be sent to the email address provided on this form. Membership will be verified prior to registration processing. Returns checks are subject to additional administrative fees & bank charges. Special Requests: Please let us know if you require and special needs. ________________________________________________________________________________ Thank you and we look forward to seeing you at the Conference. 9