46th Annual WMBA

Real Estate Finance


April 22-23, 2020

Welcome to the 46th Annual WMBA Real Estate & Finance Conference!

2020 is going to be a competitive year with the summer Olympics and in the mortgage industry. Join us at the WMBA Real Estate & Finance Conference where we will discover insights on how to gain a competitive edge, have some fun, and network with peers. This year we will be returning to the Hyatt Regency in downtown Milwaukee for our event. The conference will be held on Thursday, April 23 and we will have an Evening Reception the night before in the Hyatt Regency Atrium that will include a Bags Tournament, food stations and a cash bar. It's a great opportunity to network with friends and colleagues prior to an exciting and informative day with exceptional keynote speakers and breakouts.

The day of the conference we will have exceptional keynote speakers, informative breakout sessions and exhibitors with their products/services on display.

Coronavirus Update:

We recognize the novel coronavirus (COVID-19) is top of mind for everyone. As the situation continues to evolve, we are doing everything we can to ensure the upcoming WMBA State event is a safe environment for our attendees and exhibitors.  WMBA will continue to keep a close watch on the latest developments related to COVID-19; and, we will be alerted of any state government and public health officials directives that restrict group meetings and events.  We will also continue to seek out member banks as to their policy on attendance during this time frame.  If/When a decision is made it will be communicated to the entire membership. 

Wednesday, April 22, 2020: Evening reception prior to the conference:
Join us for our first annual Bags Tournament along with food stations and a cash bar. 

Thursday, April 23, 2020: Conference Day
Gain a competitive edge and join the conference to hear from keynote speakers on the topics of:

  • Technology in the mortgage industry
  • Economic climate from an expert in the field
  • Panel discussions from your peers
  • Exhibit area open for vendors showcasing their products and services
  • And much more!
On Thursday, you will hear from a variety of speakers and have an opportunity to attend various breakout sessions.  In addition, we will have an exhibit hall with industry-related exhibitors where you can network and learn more about their products and services.

Plus, join us for an exclusive sales track for LOAN OFFICERS and their REALTOR partners. This half day session price (afternoon) is only available to Loan Officers. Click here to get all of the details. All full-day conference registrants are welcome to attend these breakouts. PLUS, the first 100 registrations for one or both of Ginger Bell's breakout sessions will receive a free copy of Ginger's book "Success Breakthroughs". Selection of her breakouts are in the online Registration system.

We look forward to your registration and attendance at this annual event. 

Sponsorships are available at a variety of levels. Go to the Sponsorship page to see how you can support the conference.


Time Function Room/Location
Wednesday - April 22, 2020
2:00pm - 4:00 pm Board of Directors Meeting Crystal Room
5:00pm Board of Directors Reception - Sponsored by the Firm TBD
5:00pm Exhibitor Registration Open Regency Prefunction
5:00pm - 8:00 pm Exhibitor Set-up Regency AB
6:00pm -10:00 pm Wednesday Evening Reception - Check-in for Reception at the Atrium in the Hyatt Regency.

Network with other WMBA members and guests at the Wednesday evening reception where you can enjoy a  Bags Tournament, a variety of hors d'oeuvres and a cash bar.

Please register separately for the Wednesday Evening Reception. Reception is not included in conference pricing

Registration is available for Wednesday night reception only. 
Hyatt Regency Atrium
Thursday - April 23, 2020
7:00-7:30 am Exhibitor Set-Up Regency AB
7:00-8:00 am Registration  Regency Prefunction
7:30-8:00 am Continental Breakfast and Exhibit Time Regency AB
8:00 am - 8:05am Welcome
Leo Spanuello, WMBA President
Regency CD
8:05 - 8:45am General Session Opening
William Kooper, Mortgage Bankers Association
Regency CD
8:45 am - 9:45 General Session #1 
Speaker: Scott Happ, Optimal Blue
Discussing technology in the mortgage industry.
Regency CD
9:45 am - 10:30am Break / Visit the Exhibitors Regency AB
10:30 am - 11:15am General Session #2
Speaker: Isaac Boltansky, Compass Point Director of Policy Research
The Mortgage Policy Waterfront
Regency CD
11:15 am - 12:15pm Breakout Sessions 1
  • Optimal Blue – Technology Breakout
    • Jeremy Moreno, Optimal Blue
  • E-Closing and Remote Online Notarization
    • Cheri Hipenbecker, Knight Barry Title
    • An-Shih Lee, Knight Barry Title
  • Affordable Housing Panel Discussion
    • Geoff Cooper, MGIC - Moderator
    • Steve O’Connor, MBA 
    • Dave Rouse, WHEDA
    • Tony Panciera, MKE United
Regency CD
Executive AB
Executive CD
12:15 - 1:30 pm Lunch and Keynote
Peggy Williams-Smith, CEO at VISIT Milwaukee
Regency CD
1:00 - 1:30 pm *Loan Officers/Realtor guest can purchase special registration to attend conference starting here until end of day.
Registration for Loan Officers & Realtor Guests begins at 1:00pm.

Check-in at Registration/Regency Prefunction
1:30 pm - 2:15pm Dessert / Visit the Exhibitors Regency AB
2:15 pm - 3:15pm Breakout Sessions 2
  • Managing Remote Staff Effectively
    • Jenny Heus, GSF Mortgage Corporation
    • Phil Roever, MGIC
  • Servicing Panel Discussion
    • Candace Taylor, Associated Bank
    • Jim Shankle, CrossCheck Compliance
    • John Williamson, Johnson Bank
  • Sales Trainer Presentation*
    • Ginger Bell, Edumarketing
      • 2020 Branding Trends you Need to Use

Regency CD
Executive AB
Executive CD
3:15pm - 4:00 pm Breakout Sessions 3
  • Sales Workshop*
    • Ginger Bell, Edumarketing
      • How to Create Compelling Video Using your Mobile Device
  • Economist Presentation
    • Tian Liu, Genworth Mortgage Insurance

Regency CD
Executive ABC
3:15pm – 4:30pm Cash Bar open Regency CD Foyer
4:00pm - 4:15 pm General Session Closing 
Mike Theo, Wisconsin Realtors Association
Leo Spanuello, President, WMBA
Regency CD
*The first 100 registrations for one or both of Ginger Bell's breakout sessions will receive a free copy of Ginger's book "Success Breakthroughs". Selection of her breakouts are in the online Registration system.

Please check back for more details as updates may be posted regularly.


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Location, Lodging & Directions

Hyatt Regency Milwaukee
333 W. Kilbourn Ave.
Milwaukee, WI 53203
(414) 276-1234

Guestroom Information

The Hyatt Regency has guestrooms available for Wednesday, April 22, 2020
Rates: $142 + tax per night
$20 additional fee per person per night for more than two people per guestroom
Cut-off Date: Wednesday April 1, 2020
Call: (414) 276-1234
Reserve Online: https://www.hyatt.com/en-US/group-booking/MKERM/G-ABMW
Be sure to mention Wisconsin Mortgage Bankers (WMBA) when making your reservations.

Driving Directions/Parking Instructions

The Hyatt Regency Milwaukee offers self and valet parking. Visit the hotel’s parking page for pricing information. 
Click here for driving directions

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Fees & Registration

  Before April 3, 2020 April 4 - April 22, 2020
WMBA Member - Full Day Conference only $150
Non-Member Full Day Conference only $300
Non-Member Sponsorship of $500 or more - Full Day Conference Member Rate $150 $175
LOAN OFFICERS ONLY - Half Day Conference (Afternoon only) $50 $60
Student - Full Day Conference only $75 $75
Non-Member - BONUS DEAL - Join WMBA NOW with Conference and get up to 4 months free Membership included! Now with Conference & up to 4 months free Membership included. See details below - $150 rate See details below - $175 rate
WMBA Member Evening Reception only $65 $75
Non-Member Evening Reception only $100 $110
Non-Member Sponsorship of $500 or more - Evening Reception Member Rate $65 $75
Students $65 $65

Non-Member BONUS DEAL: Become a WMBA Member now and pay Member Registration fees for the conference! Pre-pay for a 1-year WMBA Membership good from July 1, 2020 – June 30, 2021 and start to enjoy the member benefits now. Offer only available 2/1/20 to 4/23/20 for an Individual Membership and you must attend the 2020 Real Estate Conference and can pay the Member Registration Rate! To get started - sign up for membership at www.wimba.org - and we will contact you.

*Must be purchased in addition to a Conference Registration 

Please register separately for the Wednesday, 4/22/20 Evening Reception. Evening Reception is not included in conference pricing.
Registration Includes: Thursday continental breakfast, program/breakouts, lunch, and closing session 
Wednesday Evening is an additional fee.

Evening Reception includes heavy hors d'oeuvres, Bags Tournament and cash bar.
Registration Deadline: April 22, 2020
Onsite registration based on availability
Cancellation: $50 cancellation fee for all registrations cancelled after April 15, 2020.


Our Sponsors






Friends of WMBA

Breakfast Sponsor

Morning Break Sponsor

Lunch Sponsor

Afternoon Break Sponsor

Afternoon Beverage Sponsor

Evening Reception - Bags Tournament Sponsor

Evening Reception - Appetizer Sponsor

Evening Reception - Beverage Sponsor

Evening Reception - Cocktail Napkins Sponsor