The 2026 Mastermind Summit Agenda
Monday, May 4th
7 - 11: *EXCLUSIVE VIP PARTY @ THE BARN ON BEVERLY
Tuesday, May 5th
9:30 -10: *VIP Power Breakfast (w/ senior client presentation)
10 - 12:55: Registration
12 - 1: Lunch
1:05 - 1:20: Welcome, Intros, Gameplan, Mission
1:20 - 2:25: Contributors Session (20 min Ted Talk Format)
- LOREN RIDDICK, NEXA Reverse
- SHANNON HICKS, HECM World/Reverse Focus
- JOHN LUDDY, Supreme Lending
2:25 - 2:40: Partner Spotlight: FINANCE AMERICA REVERSE
2:40 - 2:50: Break
2:50 - 3:55: Contributors Session (20 min Ted Talk Format)
- CHRISTINE JENSEN, Fairway Mortgage Corp.
- CHRISTINA HARMES, Barrett Financial
- LISA MORIELLO, Loan Depot3:55 - 4:10 Partner Spotlight: MUTUAL OF OMAHA
4:10 - 4:30: Vendor Partner Workshop: REVERSE PLUS
4:30 - 4:50: Vendor Partner Workshop: PRC
4:55 - 5:30: Keynote Speaker 1
5:30: First day closing remarks and announcements
7 - 10: Welcome Party, Dinner, & Networking Mixer
Wednesday, May 6th
8:15 - 8:55: Breakfast
9:05 - 10:10: Contributors Session (20 min Ted Talk Format)
- BRUCE SIMMONS, American Liberty Mortgage
- GEORGE VRBAN, Movement Mortgage
- DAN HULTQUIST, Understanding Reverse10:10 - 10:25: Gabe Bodner: Personal Branding
10:25 - 10:45: Vendor Partner Workshop: SALES TOOLS
10:45 - 10:55: Break
10:55 - 12: Contributors Session (20 min Ted Talk Format)
- HARLAN ACCOLA, Movement Mortgage
- RYAN PONSFORD, Equity Wealth Advantage
- SCOTT HARMES, C2 Financial12 - 12:30: Perspectives From The Top: Leadership From Big 3
12:30 - 12:50: Vendor Partner Workshop
12:50 - 1:50: Lunch
1:55 - 2:25: Senior Clients and their families share their stories
2:25 - 2:40: Partner Spotlight: LONGBRIDGE
2:40 - 3:10: TOP AE SUPER ROUNDTABLE: Best Tips For Success
3:10 - 3:40: TBD bonus session
3:40 - 3:50: Power Break
3:50 - 4:20: LADIES OF REVERSE (LOR): Insights and Perspectives
4:20 - 5:00: Power Networking Session w/ Small Groups
5:05 - 5:45: Keynote Speaker #2
5:45: End of day announcements, updates, and plan for night
7 - 11: Offsite Party and Mixer at Broadway Social Club
Thursday, May 7th
8:15 - 8:55: Breakfast
9:15: PREMIER PARTNERS PRIVATE PITCH SESSIONS
11:20 - 12:20: Final Keynote Speaker
12:20 - 1: Key Contributors Last Remarks & Open Q&A
1:05 - 1:20: Final Remarks and Dismissal
1:20: Lunch To-Go
SAFE TRAVELS!
*Must have VIP badge to enter
** Speakers & Agenda are subject to change
***REMEMBER: For those that want to stay over and visit the Great Smoky Mountains National Park, Gatlinburg, Pigeon Forge, etc. we have a special package worked out for all attendees at the PARK VISTA HOTEL in Gatlinburg. This is a must see bucket list if you can work it into your plans. Please see the web link for reservations and more information….WELCOME TO EAST TENNESSEE!
The 2026 Mastermind Summit Agenda
Monday, May 4th
TIME
7 pm - 11 pm
EVENT
*EXCLUSIVE VIP PARTY @ THE BARN ON BEVERLY
Tuesday, May 5th
TIME
9:30 - 10 am
10 am - 12:55 pm
12 pm - 1 pm
1:05 pm - 1:20 pm
1:20 pm - 2:25 pm
2:25 pm - 2:40 pm
2:40 pm - 2:50 pm
2:50 pm - 3:55 pm
3:55 pm - 4:10 pm
4:10 pm - 4:30 pm
4:30 pm - 4:50 pm
4:55 pm - 5:30 pm
5:30 pm
7 pm - 10 pm
EVENT
*VIP Power Breakfast (w/ senior client presentation)
Registration
Lunch
Welcome, Intros, Gameplan, Mission
Contributors Session (20 minute Ted Talk format)
LOREN RIDDICK, NEXA Reverse
SHANNON HICKS, HECM World/Reverse Focus
JOHN LUDDY, Supreme Lending
Partner Spotlight : FINANCE AMERICA REVERSE
Break
Contributors Session (20 minute Ted Talk format)
CHRISTINE JENSEN, Fairway Mortgage Corp.
CHRISTINA HARMES, Barrett Financial
LISA MORIELLO, Loan Depot
Partner Spotlight: MUTUAL OF OMAHA
Vendor Partner Workshop: REVERSE PLUS
Vendor Partner Workshop: PRC
Keynote Speaker 1
First day closing remarks and announcements
Welcome Party, Dinner & Networking Mixer
Wednesday, May 6th
TIME
8:15 am - 8:55 am
9:05 am - 10:10 am
10:10 am - 10:25 am
10:25 am - 10:45 am
10:45 am - 10:55 am
10:55 am - 12 pm
12 pm - 12:30 pm
12:30 pm - 12:50 pm
12:50 pm - 1:50 pm
1:55 pm - 2:25 pm
2:25 pm - 2:40 pm
2:40 pm - 3:10 pm
3:10 pm - 3:40 pm
3:40 pm - 3:50 pm
3:50 pm - 4:20 pm
4:20 pm - 5:05 pm
5:05 pm - 5:45 pm
5:45 pm
7 pm - 11 pm
EVENT
Breakfast
Contributors Session 3 (20 minute Ted Talk format)
BRUCE SIMMONS, American Liberty Mortgage
GEORGE VRBAN, Movement Mortgage
DAN HULTQUIST, Understanding Reverse
Gabe Bodner: Personal Branding
Vendor Partner 3 Workshop: SALES TOOLS
Break
Contributors Session 4 (20 minute Ted Talk format)
HARLAN ACCOLA, Movement Mortgage
RYAN PONSFORD, Equity Wealth Advantage
SCOTT HARMES, C2 Financial
Perspectives From The Top: Leadership From Big 3
Vendor Partner 4 Workshop
Lunch
Senior Clients and their families share their stories
Premier Sponsor Spotlight 4: LONGBRIDGE
TOP AE SUPER ROUNDTABLE: Best Tips For Success
TBD Bonus Session
Break
LADIES OF REVERSE (LOR): Insights and Perspectives
Power Networking Session w/ Small Groups
Keynote Speaker #2
End of day announcements, updates, and plan for night
Offsite Party and Mixer at Broadway Social Club
Thursday, May 7th
TIME
8:15 am - 8:55 am
9:15 am - 11:05 am
11:10 am - 12:20 pm
12:20 pm - 1 pm
1:05 pm - 1:20 pm
1:20 pm
EVENT
Breakfast
Premier Partners Private Pitch Sessions
Final Keynote Speaker
Key Contributors Last Remarks & Open Q&A
Final Remarks and Dismissal
Lunch To-Go
SAFE TRAVELS!
*Must have VIP badge to enter
** Speakers & Agenda are subject to change
***REMEMBER: For those that want to stay over and visit the Great Smoky Mountains National Park, Gatlinburg, Pigeon Forge, etc. we have a special package worked out for all attendees at the PARK VISTA HOTEL in Gatlinburg. This is a must see bucket list if you can work it into your plans. Please see the web link for reservations and more information….WELCOME TO EAST TENNESSEE!
ONLY 200 TICKETS AVAILABLE - WE WILL SELL OUT!
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