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2023 VMBA Loan Officer Summit

  • Wednesday, March 22, 2023
  • 10:00 AM - 4:00 PM
  • Virginia Housing Center, 4224 Cox Road, Glen Allen, VA 23060


Registration is closed

Invest in yourself and join us for this important event for mortgage loan officers featuring an agenda packed with sales training, important industry information, and motivating speakers.

NEW for 2023: VMBA Emerge Networking Social following Summit at Capital Ale House Innsbrook from 4:00-6:00 pm.

Summit Quick Links

Summit Agenda
Summit Sponsorship Opportunities
Summit Registration Information
VMBA Recruiting Policy

VMBA Loan Officer Summit Agenda*

9:30-10:00 am Registration & Networking 
10:00-10:10 am Welcome, Announcements, and Sponsor Recognition
10:10-11:00 am  Opening Keynote | MBA Fireside Chat
Pete Mills, Mortgage Bankers Association
11:00-11:10 am  Networking Break 
11:10 am-Noon General Session | Mortgage Mindset: Selling In A Changing Market
Jason Abell, Rewire 
Mindset has always been the key to success in the mortgage industry but never more than it is today. During this program you will have fun learning about what others are doing in this crazy market to obtain and keep the mindset needed to take the actions leading to success. You will engage yourself and others in an action packed event walking away with a personal plan to advance into 2023 feeling confident and prepared.
Noon-12:45 pm  Lunch & Networking 
12:45-1:35 pm  General Session | A Cynic's Guide To Motivation, Success and Happiness
Steve Richman
In this interactive presentation, Steve Richman will discuss:
  • The 12 areas of motivation and which one applies to you;
  • The 4 C's needed for suCCCCess;
  • A 7 day program to produce greater happiness;
  • And much more.
1:35-1:45 pm  Networking Break 
1:45-2:35 pm 

General Session | Strategies for Winning in 2023
Kendra Cooke, The CORE Training
During this session, Kendra Cooke will show you how to cater to your number one referral sources, real estate agents. You'll learn how to go back and bridge the gap or mend the relationship, since during the recent refi boom, most of us dropped the ball with our referral partners and we need them again, now more than ever. Kendra will provide tactics that work in any market to help you grow your lead count and have their best year ever.

2:35-2:45 pm  Networking Break 
2:45-4:00 pm  Top Loan Officer Panel 
Chris Bufis, NewTowne Mortgage
Kristi Hardy, Atlantic Coast Mortgage
Dwayne Smith, George Mason Mortgage
Moderated by Andy Zemon, Novus Home Mortgage
4:00-6:00 pm  Networking Social hosted by VMBA Emerge
Capital Ale House, Innsbrook 
*Agenda subject to change.

VMBA Loan Officer Summit Sponsorship Opportunities

Thank you to our 2023 VMBA LO Summit Sponsors!


Interested in becoming a VMBA Loan Officer Summit sponsor?  See sponsorship opportunities below:

Gold Sponsor - $2,000

Available sponsored items (choose one):

  • Session Introduction (4 available)
  • Lunch Sponsor (2 available)
  • VMBA Emerge Networking Social (2 available)
  • Name Badges
  • Event Program
  • General Gold Sponsor

Gold Sponsorship also includes:

  • 3 complimentary attendee registrations
  • 1 table-top exhibit booth (non-retail lending companies only)
  • Opportunity to provide handout or giveaway at attendee seats
  • Full-page, color ad in Summit program
  • Logo and hyperlink to website included on VMBA website and event e-mails
  • Recognition during event on signage and from the podium

Silver Sponsor - $1,500

Available sponsored items (choose one):

  • Continental Breakfast (2 Available)
  • Table-top Exhibit Booth (non-retail lending companies only)
  • General Silver Sponsor

Silver Sponsorship also includes:

  • 2 complimentary attendee registrations
  • Half-page ad in Summit program
  • Logo and hyperlink to website included on VMBA website and event emails
  • Recognition during event on signage and from the podium

Bronze Sponsor - $750

Bronze Sponsorship includes:

  • 1 complimentary attendee registration
  • Quarter-page ad in Summit program
  • Logo and hyperlink to website on VMBA website and in event emails
  • Recognition during event on signage and from the podium

Click here to complete the sponsorship registration form! 

Contact Walt Lyons at (804) 819-4746 or to with any questions!

Summit Registration Fees

Full summit registration includes All Sessions, Continental Breakfast, Lunch, and Breaks   

VMBA Member:  $99
Non-Member*:  $299

Cancellation Policy: All cancellations will be charged a $25 administrative fee.  Cancellations received less than 72 business hours before the program will be charged a $75 administrative fee.

*If you are not a member of the VMBA/VBA or MBA-MW, you will be charged non-member pricing. To check to see if your company is a member of the VMBA - click here.  All employees of a company are members of the VMBA if the company is listed on this page. If your company is not listed on this page, you are not a member and will be charged the non member rate. If you wish to join the VMBA, please click here for membership information. Please contact Walt Lyons at or (804) 819-4746 with questions on membership.

VMBA Recruiting Policy

In an effort to maintain a high quality of professionalism at VMBA events, the VMBA has adopted a non-solicitation policy. Attendees hereby acknowledge that employers spend significant time and expense in recruiting and training employees, and that the loss of employees can be detrimental to employers. Each attendee of a VMBA event hereby agrees and covenants not to directly or indirectly solicit, hire, or recruit for their own benefit or the benefit of another, any employee or worker while participating in a VMBA event. If an attendee is found by the VMBA to be soliciting or recruiting during a VMBA event, the attendee may be asked to leave the event and shall not receive a refund of any event fees or sponsorships paid, if applicable. Such determination shall be made in the sole discretion of the VMBA.

  4490 Cox Road, Glen Allen, VA 23060 | Phone (804) 819-4746 | 

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