Mortgage Lending Roundtable

An executive exchange for mortgage executives to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

February 6 - 8, 2018

Villas of Grand Cypress -Orlando, FL




Actionable Data

Real-life operational analysis to help you develop strategies for your financial institution.


Peer Collaboration

There is strength in numbers! In our business, we have seen what can happen when executives get together and share challenges, identify opportunities and develop strategies to enhance performance and improve the bottom line.


The 'SO WHAT' of Industry Trends

Get straight to the point expert analysis of trends, research and planning insights based on Cornerstone Advisors’ research and real-world experiences.

Roundtable Facilitators


Eric Weikart

Eric leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency by deploying peer benchmark comparisons and best practices. 


Daryl Jones

Daryl specializes in consumer lending, mortgage lending, performance and process improvement at Cornerstone Advisors. Daryl helps clients by leading performance improvement projects, developing processes and providing system selection services. 


Emily Waite
Client Relations & Education Director

Emily leads Gonzobanker Roundtables at Cornerstone Advisors. Emily’s prior experience includes cash management officer leading sales in Treasury Management and Merchant Services for a large regional bank in the Southeast.

 Roundtable Topics

  • Disclosure Management
    • Best practices for issuing initial disclosures, re-disclosures and closing disclosures as well as various roles supporting these functions
  • Mortgage Lending Profitability
    • Explore the various income & expense levers and methods of metric tracking.
  • Digital Mortgage Marketing
    • Explore trends in marketing support and compare marketing channels, campaign performance and success metrics.
  • Emerging Trends & Technology in Mortgage
  • Supporting Mortgage Servicing
    • When does it make sense to manage your own portfolio vs. outsource? 

Event Format

Tuesday, February 6, 2018 (optional)

Noon – 4:00 p.m. – Golf Outing or Explore on Your Own

6:00 p.m. – Cocktails, Dinner, and Networking


Wednesday, February 7, 2018

 7:30 – 8:30 a.m. – Breakfast and Networking

8:30 – 4:00 p.m. – Roundtable Discussions

5:45 p.m. – Reception and Dinner


Thursday, February 8, 2018

 7:30 – 8:30 a.m. – Breakfast and Networking

8:30 – 11:30 a.m. – Roundtable Discussions

11:30 a.m. – Adjourn

Dress code for this event is business casual.

Ready to Register?