David Upbin, VP, MBA Education at MBA. Highlights include: ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the operations, program execution, and financial management of MBA Education.
Tom Finnegan, Principal and Author, STRATMOR Group. Highlights of article include: decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills and Big World Theory. Tom is an experienced mortgage banking chief executive and is currently a strategic consultant in mortgage banking.
Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to customer experience success and 90% of finding a LO is their personal network. Mike has been in the industry for over 25 years.
Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions. Highlights include: implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new object problem” and tech stack evaluation. Suha has over 25 years’ experience in the industry.