Agenda

Curated Sessions for Home Lending

WEDNESDAY, April 22

7 a.m. to 8 a.m.

Breakfast

7 a.m. to 9 a.m.

Registration Open

8:00 a.m. to 9:00 a.m.

General Session #2: AI for All

  • Steve Lerch: Public Speaker and Consultant, Story Arc Consulting LLC

9:00 a.m. to 9:45 a.m.

Refreshment Break

9:45 a.m. to 10:45 a.m.

Breakout Sessions #2

#2A- CREDIT: AI Roundtable for Underwriters

  • Facilitator: Tim Tjosaas, VP Rural Living Solutions, Compeer Financial

#2B- SALES: Hands-On AI Prompt Training to Boost Daily Sales Productivity

  • Steve Lerch: Public Speaker and Consultant, Story Arc Consulting LLC

#2C- OPERATIONS: Prompt Power for Operations: Where and How AI is Making a Difference in Operational Efficiencies

  • Alp Basol: Head of AI Center of Excellence & Forge Innovation Lab, CoBank
  • Joseph Paulraj: EVP and Chief Digital Officer, Capital Farm Credit
  • Scott Thissen: Vice President of Sales for Community Lending, Built

10:45 a.m. to 11:15 a.m.

Refreshment Break

11:15 a.m. to 12:30 p.m.

12:30 p.m. to 1:30 p.m.

Lunch

1:30 p.m. to 2:30 p.m.

Breakout Sessions #3

#3B- SALES: Retaining Borrowers in Volatile Markets: Proven Tactics from Lending Officers

#3C- OPERATIONS: Training That Sticks: Designing Repeatable, Timely, Relevant Learning for New and Mid-Level Staff

  • Facilitator: Jessica Holt, Process Analyst, Capital Farm Credit

2:30 p.m. to 3:00 p.m.

Refreshment Break

3:00 p.m. to 4:15 p.m.

Breakout Sessions #4

4:45 p.m to 6:00 p.m

Evening Reception - Sponsored by BUILT