The Agenda
2025
Wednesday, June 4th
11:00AM – 1:00PM
PRE-TAG Events: Luncheon with Darren Copeland and Jason Frazier
Location: Omni Hotel, International Ballroom (A,B)
3:00PM – 5:00PM
Location: Omni Hotel, International Ballroom (A,B)
7:00PM – 9:00PM
Welcome Dinner and Drink Reception
Location: Omni Hotel, International Ballroom (D, E, F)
Thursday, June 5th
Shuttle Pickup/Dropoff
South Tower Valet
Between North & South Tower
8:00AM – 8:30AM
Breakfast
Location: Mercedes Benz Stadium, Gate 2
8:45AM – 9:00AM
Opening Remarks with Kenny Phillips and Frank Nese
9:00AM – 9:15AM
9:15AM – 9:30AM
Coach Your People with Corrina Carter, CEO and Founder at CMS and Jamie Cavanaugh, Chief Integration and Growth Officer at Be My Neighbor Mortgage
9:30AM – 9:45AM
Legacy Built by Hand with David Temko, CEO of C2 Financial [Fireside with Phil Mancuso]
9:45AM – 10:00AM
Advocating for Impact with Whitley Cooper and Brendan McKay
10:00AM – 11:00AM
11:00AM – 11:15AM
Break
11:20AM – 11:35AM
The Edge of Expansion with Tom Ahles, Chief Growth Officer of Edge Financial
11:35AM – 12:15PM
Finding Strength in Shared Purpose with Jonathon Haddad, Kimber White, Brendan McKay, Gary Acosta, Bob Broeksmit, Moderated by Eddy G. Perez Jr.
12:15PM – 1:00PM
Lunch
1:00PM – 1:25PM
If Not Now, When with Eddy G. Perez Jr., CEO and Founder of EPM
1:25PM – 1:40PM
Relentless Pursuit with Mike Kortas, Founder and CEO of NEXA
1:40PM – 2:00PM
Investing in the Future: A Conversation with Danny Iskander, Co-Founder of West Capital Lending Fireside with Chris Gordon
2:00PM – 2:45PM
Beyond Competition with Katie Sweeney [Rocket], Greg Sher [NFM], Chris Vinson [Windsor], and Kevin Peranio [PRMG], Moderated by Eddy G. Perez Jr.
2:45PM – 3:05PM
Brick by Brick with Jonathon Haddad CEO of AIME
3:05PM – 3:25PM
Built Different with Phil Mancuso, President and Partner at EPM
3:30PM – 3:45PM
Break
3:45PM – 5:15PM
5:15PM – 6:45PM
Break
6:45PM – 7:45PM
Dinner
Location: Mercedes Benz Stadium
7:45PM – 8:15PM
8:15PM – 8:45PM
The Roast of Eddy G Perez Jr. featuring Michael Allosso, Jason Callan, Darius Asgari, Justin Forlini, Justin Meier, Greg Sher, Aaron Warmus, Josh Potter, Pat Williams, and Eddy G. Perez Jr.
8:45PM
Friday, June 6th
Shuttle Pickup/Dropoff
South Tower Valet
Between North & South Tower
8:00AM – 8:30AM
Breakfast
Location: Mercedes Benz Stadium, Gate 2
8:45AM – 8:55AM
Opening
8:55AM – 9:35AM
Mastering the Game with Derek McGowan [NEXA], Todd Albrecht [EDGE], Matt Blackmer [West Cap], Moderator: Rana Mortensen
9:35AM – 9:50AM
Determined to Win with Braiden Shaw, CEO Fulcrum Home Loans
9:50AM – 10:30AM
10:30AM – 10:40AM
Break
10:40AM – 11:10AM
Empowering Growth with Pablo Martinez Equity Smart Loans/CEO, Braiden Shaw, CEO of Fulcrum Home Loans, & Cubie Hernandez, Mares Mortgage, Moderated by Rogelio Goertzen
11:10AM – 11:30AM
How Technology and Partnerships Are Shaping Mortgage with Terri Davis [Cotality/Core Logic], Harish Tejwani [ARIVE], Cheryl Dempsey [Coastal Breeze Processing], and Moderated by Karis Koehn
11:30AM – 11:45AM
Creating a Brand That Sells Before You Speak with Matt Gouge [UMortgage]
11:45AM – 12:25PM
12:30PM – 1:30PM
![From the Heart with Kevin Hart [Fireside with Eddy G. Perez Jr.]](https://www.theamericangift.com/wp-content/uploads/2025/05/the-american-gift-2025-152.jpg "From the Heart with Kevin Hart [Fireside with Eddy G. Perez Jr.]")
1:30PM – 2:30PM
Lunch
2:30PM
End
*Shuttles will be provided to and from the venue to the hotel and back throughout both educational days. (If you prefer to walk it is a 7-minute walk from the hotel to the venue.)
*The keynotes will be on both days, no day is worth missing! Trust us!
*Tickets will sell out, buy yours now!
*All meals and drinks during the event are on us!