10:00 – 11:00 AM
Setting Up Your Week for Success as a Loan Officer
Presented by:
Andrea Dolan, Chief Growth Officer – Future Home Loans
Philip Carcel-Munce, Director of Southeast Originations – Next Wave Mortgage
Sponsored by: Ancient City Title
Audience:
Geared toward loan officers, but everyone is welcome.
This session focuses on systems, habits, and weekly structure that help loan officers start their week with clarity and confidence. Expect practical strategies you can implement immediately to reduce overwhelm and increase consistency.
11:30 AM – 12:30 PM
“Connections That Convert” – How to Leverage the Power of Referral Networking
Presented & Sponsored by:
Amy Adler, Market Development Manager – NE Florida, BNI
Audience:
Ideal for anyone who can benefit from building a network of referral partners.
Strong businesses are built on strong relationships. This Lunch & Learn explores how intentional networking and clear value exchange turn connections into meaningful referral partnerships.
1:00 – 3:00 PM
Taught by: Landmark Title
Audience:
Perfect for those of us who struggle with social media and Canva — and experts willing to share tips with the rest of us.
This collaborative, hands-on session makes social media feel more approachable and less intimidating. Learn what works, swap ideas, and walk away with tools to simplify your content strategy