Summit Agenda
Where Industry Leaders Connect, Learn, and Lead
The L1 Summit agenda brings together the brightest minds in mortgage banking for three impactful days of education, innovation, and relationship-building. Explore sessions covering the trends shaping our industry, connect with peers and Preferred Providers, and discover new ideas that can help drive your business forward. From the main stage to Connection Hall and every networking opportunity in between, this year’s program is designed to maximize the value of your Summit experience.
Sessions, speakers, and event details will continue to be updated as they are confirmed. Check back often for the latest agenda information.
- 03/07/2027
- 03/08/2027
- 03/09/2027
03/07/2027
6:00 PM – 7:30 PM
Opening Welcome Reception
Omni PGA (Room TBD)
03/08/2027
7:30 AM – 8:00 AM
Breakfast
Omni PGA (Room TBD)
8:00 AM – 8:30 AM
President’s Welcome & Opening Remarks
Rick SeehausenOmni PGA (Room TBD)
8:30 AM – 9:30 AM
General Session I | Going Deep on M&A in Mortgage: A Conversation with Bill Cosgrove and Terry Schmidt
Garth Graham; Bill Cosgrove; Terry L. Schmidt, CMBOmni PGA (Room TBD)
This session is designed to help attendees assess those opportunities through the lens of leaders who know what it’s like to sit in both the buyer’s and seller’s seat.
STRATMOR’s Garth Graham sits down with Bill Cosgrove, Union Home Mortgage owner and CEO, and Terry L. Schmidt, CMB, Guild Holdings Company CEO and Director, to walk attendees through the wins and lessons of using M&A as a growth strategy.
These leaders have bought, sold, and taken dozens of companies public and private. They’ll share their journey and discuss:
- The balance of growing organically versus growth through acquisition
- The importance of culture in an acquisition and how it impacts deals
- The ability to recognize talent, whether through recruiting or acquisition
- The power of retaining servicing and investing in technology through it all
9:30 AM – 10:15 AM
General Session II | Regulatory Update
Speakers TBAOmni PGA (Room TBD)
10:30 AM – 11:45 AM
Member Networking | Community Banks & Credit Unions
Omni PGA (Room TBD)
Member Networking | Under $1 Billion
Omni PGA (Room TBD)
Member Networking | $1 Billion Plus
Omni PGA (Room TBD)
12:00 PM – 1:00 PM
Speaker Luncheon | GSE Update
Speakers TBAOmni PGA (Room TBD)
Speakers to be announced.
1:00 PM – 4:00 PM
L1 Connection Hall
Omni PGA (Room TBD)
6:30 PM – 9:30 PM
Monday Night Dinner & Event
Location TBA
03/09/2027
7:30 AM – 8:00 AM
Breakfast
Omni PGA (Room TBD)
8:00 AM – 9:10 AM
General Session I | The State of Housing 2027: Market Outlook and Economic Forecast
Joel Kan, CMBOmni PGA (Room TBD)
As the housing market continues to shift, staying ahead of emerging trends is more important than ever. Mortgage rates reached new highs in 2026, credit availability remained tight, and home sales continued to face pressure. What do these trends mean for lenders in the year ahead?
Join Joel Kan, CMB, MBA’s Vice President and Deputy Chief Economist, for an in-depth look at the economic landscape heading into 2027. In this general session, Kan will address:
- MBA’s latest forecasts for mortgage rates and industry production,
- A breakdown of the data lenders are watching most closely, from home prices and application activity to IMB profitability
- Key considerations as you plan and build your production strategy for 2027
Gain valuable insights into the trends, risks, and opportunities that could influence your business in the year ahead.
9:10 AM – 9:50 AM
General Session II | Leadership & Culture
Speakers TBAOmni PGA (Room TBD)
9:50 AM – 10:30 AM
General Session III | Buy, Build, Partner: The State of AI
Bill Packer, Speakers TBAOmni PGA (Room TBD)
10:45 AM – 11:45 AM
Education Session | Corporate Culture, Sales & Leadership I
Speakers TBAOmni PGA (Room TBD)
Education Session | Compliance & Regulatory Affairs I: Legal Update
Daniella Casseres; Ari KarenOmni PGA (Room TBD)
Education Session | Secondary I
Speakers TBAOmni PGA (Room TBD)
Education Session | Technology, AI & Operations I
Speakers TBAOmni PGA (Room TBD)
12:00 PM – 1:00 PM
Education Session | Corporate Culture, Sales & Leadership II
Speakers TBAOmni PGA (Room TBD)
Education Session | Compliance & Regulatory Affairs II: DC Update
Scott Olson (CHLA); Speakers TBAOmni PGA (Room TBD)
Education Session | Secondary II
Speakers TBAOmni PGA (Room TBD)
Education Session | Technology, AI & Operations II
Speakers TBAOmni PGA (Room TBD)
1:00 PM – 2:00 PM
Speaker Luncheon | 10 Things To You Must Do in 2027
Michael D McAuleyOmni PGA (Room TBD)
It’s hard to know what 2027 will bring, but March is the right time, early in the year, to take steps to improve your business while you can make a real difference. In this session, Michael D. McAuley, Principal at Garrett, McAuley & Co., will offer ten brand new, concrete, and practical suggestions for 2027 to help you work through the most difficult market in memory and make your company not only a survivor, but also a top performer.
Tailored for Lenders One, these very specific and actionable suggestions will help you and your team focus on what will increase revenue, control costs, and better manage risk, not only in 2027 but also every year thereafter.
2:15 PM – 3:15 PM
Education Session | Corporate Culture, Sales & Leadership III
Speakers TBAOmni PGA (Room TBD)
Education Session | Compliance & Regulatory Affairs III
Speakers TBAOmni PGA (Room TBD)
Education Session | Secondary III
Speakers TBAOmni PGA (Room TBD)
Education Session | Technology, AI & Operations III
Speakers TBAOmni PGA (Room TBD)
3:30 PM – 5:00 PM
Peer Member Networking Happy Hour | Technology & Operations
Omni PGA (Room TBD)
Peer Member Networking Happy Hour | Secondary
Omni PGA (Room TBD)
Peer Member Networking Happy Hour | Corporate Culture, Leadership & Sales
Omni PGA (Room TBD)
Peer Member Networking Happy Hour | Compliance & Regulatory Affairs
Omni PGA (Room TBD)
Peer Member Networking Happy Hour | National Programs & Capital Markets
Omni PGA (Room TBD)
6:00 PM – 9:00 PM
Tuesday Night Dinner & Event
Location TBA