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: etella@optonline.net
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
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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.
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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.
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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.
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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 ETELLA@OPTONLINE.NET
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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 NYAMB@OPTONLINE.NET 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)
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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
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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.
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