Join the Association of Independent Mortgage Experts for Best in Class, a two-day training dedicated to Broker Owners at our headquarters in Philadelphia. Hear from experienced industry leaders and fellow Broker Owners who have had success across different sectors and regions. Best in Class is a part of AIME’s commitment to continuing to educate and empower the Broker Owner community and is an opportunity for AIME members to network and learn from one another.

Attendees will take away actionable strategies for:

• Streamlining business processes
• Development and implementation of systems
• Defining roles and responsibilities
• Hiring and training best practices
• Structuring compensation and incentives
• Strategies for expanding role responsibilities based on milestones
• Timelines for scaling your business sustainably

Learn about what AIME has planned for 2020 and how we are supporting our community of independent mortgage experts.

Best in Class is exclusively for AIME members who are Broker Owners and lunch will be served to attendees on both days. Members are responsible for their own travel and lodging arrangements, but we are happy to offer some suggestions here.

AGENDA

Day 1: Tuesday, February 11, 2020

• 8:00AM-9:00AM Registration | Coffee and Tea
• 9:00AM-9:30AM Opening Remarks
• 9:30AM-10:30AM Adopting a Scalable Mindset with Danny Horanyi, Senior Vice President of Retail Innovation, Caliber Home Loans
• 10:30AM-11:00AM Break
• 11:00AM-12:30PM Breaking Down Manufacturing with Anthony Casa, Chairman, Association of Independent Mortgage Experts
• 12:30PM-1:30PM Lunch
• 1:30PM-3:30PM Morning Recap: Q&A with Anthony Casa and Danny Horanyi
• 3:30PM-5:00PM Headshots | Networking
• 5:30PM-7:30PM Mix and Mingle

Day 2: Wednesday, February 12, 2020

• 8:00AM-9:00AM Registration | Coffee and Tea
• 9:00AM-9:30AM Day 1 Recap: Anthony Casa and Danny Horanyi
• 9:30AM-11:00AM Part I: Building and Training Your Team by Role with Chris Pell, Chief Operating Officer, Garden State Home Loans
• 11:00AM-11:30AM Break
• 11:30AM-12:30PM Part II: Building and Training Your Team by Role with Chris Pell, Chief Operating Officer, Garden State Home Loans
• 12:30PM-1:30PM Lunch
• 1:30PM-2:00PM Morning Recap: Q&A with Chris Pell
• 2:00PM - 3:00PM Creating and Maintaining a Culture with Danny Horanyi, Senior Vice President of Retail Innovation, Caliber Home Loans
• 3:00PM-4:30PM Automation and Technology with Scott Schang, Partner, BuyWise Mortgage
• 4:30PM-5:00PM Takeaways and Closing Remarks

*AIME reserves the right to make changes to this agenda at any time*