2026 User Conference

Conference Agenda

TUESDAY, AUGUST 25, 2026 | 8:30 AM – 5:00 PM

8:30AM Tee It Up: Welcome and Industry Outlook | Todd Brunner, Members Mortgage Services President/CEO

9:00AM Master Your Swing: Own It. Grow It. The Mindset and Method for Purchase Business Success | Casey Cunningham, Xinnix CEO and Founder

This dynamic session combines the power of mindset with a proven system for execution—giving credit union professionals a complete blueprint for growth. Attendees will discover how three simple, but powerful words can transform focus, accountability, and daily performance, while also learning a clear, repeatable formula for building consistent purchase business through referral relationships and intentional activity. By connecting what you say and believe with what you do each day, this session equips teams to take ownership of their results, strengthen their pipeline, and thrive in any market. The result is not just inspiration—but a practical path to sustainable production and long-term success.

10:30AM Fuel Up at the Turn: Networking Break

10:45AM BREAKOUT SESSION 1:

• LO/PROCESSOR PATH – Avoiding the Hazards: Critical Timing Requirements in the Origination Process and Encompass Tools to Keep You on the Course
• MANAGER PATH – Keeping Score: Encompass Report and Pipeline Building for Loan Oversight | Tammi Schulte, Credit Union of America Real Estate Loan Operations Manager
  Managers who can build and customize reports and pipelines in Encompass are better equipped to lead high-performing mortgage teams. This capability goes beyond technical skill—it drives productivity, compliance, member experience, and loan profitability. Attendees will learn how real-time data visibility helps managers spot bottlenecks, coach more effectively, and keep loans moving from application to closing. We’ll explore how custom pipelines reduce operational friction, strengthen risk oversight, and support a proactive management culture—especially important for credit unions competing with larger lenders. Whether you’re leading a team or preparing for growth, this session shows how reporting proficiency turns managers into strategic, data-driven leaders who elevate the entire mortgage operation.

11:30AM The Mortgage Caddie: Becoming Your Member’s Most Valuable Resource | Tracy Ashfield, Ashfield & Associates, LLC Founder

Every lender is eager to help a borrower when they need a mortgage. Are you positioned to be “needed” before they need the loan? What about after? We’ll talk about growing your business by being relevant to your members in today’s market.

12:15PM Greenside BBQ – Sponsored by Security 1^st Title

1:00PM Navigating the Rough: AI Directed Borrower Application | Chris Olsen and Chris McLendon, Tidalwave Point of Sale

Discover how Tidalwave’s AI-directed borrower application helps guide members through the mortgage process with greater speed, accuracy, and confidence. Learn how intelligent automation can reduce friction, improve communication, increase completion rates, and create a smoother lending experience for your borrowers and MLOs.

2:00PM The Perfect Swing: New Servicing Technologies for a Great Member Experience | Stephen Kidder, Members Mortgage Services VP of Servicing and Rosa Mendenhall Members Mortgage Services Member Services Manager

2:30PM Making the Cut: Agency Programs for Low Income Borrowers | Ron Kiuttu, Members Mortgage Services VP of Finance

2:45PM Keeping Your Members in Bounds: Tools for Borrower Retention | Ginger Ellis, Members Mortgage Services VP of Marketing and Sales

3:00PM Fuel Up at the Turn: Networking Break

3:15PM BREAKOUT SESSION 2:

• LO/PROCESSOR PATH – Dialing in Your Short Game | LaShauna Kempel, Members Mortgage Services VP of Production
• MANAGER PATH – Tee Box to Trophy: Compensation Strategies to Build a Winning Team | Tracy Ashfield, Ashfield & Associates, LLC Founder
  Is the richest compensation plan really the key to attracting top mortgage talent? In a word — no. In this session, we’ll take a thoughtful look at what truly drives recruitment and retention of high-producing team members, and why compensation is only one part of a much larger equation. Attendees will explore the core elements of effective compensation design, including structure, incentives, cultural alignment, and long-term value. We’ll discuss how to balance competitiveness with financial sustainability, and outline what is—and isn’t—permissible under today’s regulatory requirements. Whether you’re reworking your current plan, building a growth strategy, or simply trying to keep your strongest performers engaged, this session will provide practical insights to help you craft compensation approaches that motivate, retain, and strengthen a winning mortgage team.

4:00PM Reading the Green: Navigating Credit Reporting Trends | Adam Pope, Xactus Strategic Account Manager

The credit reporting industry is experiencing key changes including new scoring models like Vantage 4.0 and FICO 10t and balancing rising costs. Learn how technology, strategy, and Xactus can help clients manage costs and navigate industry confusion. Bring your most pressing questions to ask during this interactive session with a credit reporting industry guru.

6:30PM-10:00PM
Mixers on the Mini Green – Join us for a 19^th hole celebration with food, cocktails and mini golf games
BunkerICT, 909 E. Waterman

WEDNESDAY, AUGUST 26, 2026 | 8:30 AM – NOON

8:30AM What’s in Your Bag?: Day 2 | Todd Brunner, Members Mortgage Services President/CEO

8:45AM The Ultimate Scramble: Community & Builder Partnerships Building | Asa Pechin, Heritage 1^st Realty; Tyler Malone, Malone Collective Elite Real Estate Experts

9:45AM Cutting Strokes: Encompass Enhancements | David Bradford, Members Mortgage Services Applications Analyst

10:30AM Fuel Up at the Turn: Networking Break

10:45AM The Thin Black Line: Building Discipline | Michelle Berman-Mikel, CEO/Speaker/Author

Discipline in a 50-Meter World is a powerful keynote about what it takes to keep leading, serving, and moving forward in environments where pressure never stops and burnout is always waiting around the corner. Drawing from more than 20 years as a competitive mile swimmer, Michelle Berman-Mikel shares how the black line at the bottom of a pool became the visual anchor that taught her how to maintain discipline, clarity, and forward movement long after motivation fades. Through emotional storytelling, performance psychology, and real-world leadership perspective, this keynote challenges professionals to stop chasing adrenaline and external validation and instead build the kind of consistency, trust, resilience, and emotional endurance that creates lasting impact—both in business and in life.

11:45AM 18^th Hole Takeaways: Closing with Grab and Go Lunch

Conference Rates

All Events (2 Day Registration): $295
Evening Event Only (Dinner and Drinks Included): $50
Evening Event Guest (Dinner and Drinks Included): $50

Credit Unions will be billed on your monthly invoice for event registration.

Hotel Information

Special Room Rates and Booking Link

To enjoy our negotiated rate, please book your room by July 25, 2026

Hilton Garden Inn
401 E. Douglas | Wichita, KS 67202 | 316-669-6175

Parking
Hilton Garden Inn hotel guests:
The Hotel is attached to a parking garage with a bridge entrance to the hotel on the second floor. Parking is $8 per day. See parking map. (Rates are subject to change)

Hotel Cancellation Policy
To avoid a cancellation fee of the first night’s room and tax, please cancel by 12:00PM on the day before check-in. Check-in is 3:00PM and check-out is 12:00PM.