How to Make More Mortgages

Partnering and Leadership Successes

How to Make More Mortgages
A PALS Workshop for Credit Unions
June 2, 2004

This free workshop is co-hosted by the National Credit Union Administration, in conjunction with the Massachusetts, New Hampshire, New York, and Rhode Island Credit Union Leagues, the National Association of Federal Credit Unions, and the National Federation of community Development Credit Unions.

Welcoming Remarks

Debbie Matz, Board Member, National Credit Union Administration
Dan Egan, President, Massachusetts, NH & RI Credit Union Leagues

Helping More Members Realize the American Dream -- Credit Union Innovations

Facilitator: Jim Blake, CEO, Harbor One Credit Union, Brockton, MA

Mark Gregory, VP-Lending, The Summit FCU, Rochester, NY
Fred Healey, CEO, Workers' Credit Union, Fitchburg, MA
Gordon Simmons, CEO, Service Credit Union, Portsmouth, NH
Caryl Stewart, CEO, Vermont Development Credit Union, Burlington, VT

Managing Mortgage Lending Risks

Facilitator: Fred Becker, President, National Association of Federal Credit Unions

Todd Hempstead, Managing Director-Structured Transactions, Fannie Mae
Emily Hollis, CEO, ALM First Financial Services, Dallas, TX
Lou Jennings, EVP-Mortgage Lending, Navy FCU, Vienna, VA
Dave Marquis, Director, NCUA Office of Examination & Insurance
Robert Petersen, Senior Account Manager, Freddie Mac

Luncheon Speakers

Nelson Merced, Director-National Initiatives, Neighborhood Reinvestment Corporation
Felix Torres, Executive Director, Manchester Neighborhood Housing Services

Resources, Support and Partnering Opportunities

Facilitator: Bill Mellin, President, New York State Credit Union League

Joe Brancucci, Chief Lending Officer, Boeing Employees CU, Tukwila, WA
Sandy Burky, Senior Mortgage Consultant, National Federation of CDCUs
Bruce Croteau, SVP-Community Outreach, St. Mary's Bank CU, Manchester, NH
Susan Elliott, EVP-Member Services, Federal Home Loan Bank of Boston
Richard Maxstadt, Senior VP/COO, CUC Mortgage Corporation, Albany, NY

PALS Best Practices Website Submission Form (Microsoft Word document, PDF version)

Biographies

This workshop is intended to educate credit unions on how to make more mortgages safely and effectively.
NCUA, as a government agency, does not imply endorsement of any products or services offered by the panelists.