The 2026 Mastermind Summit Agenda
Monday, May 4th
7 - 11: *EXCLUSIVE VIP PARTY @ THE BARN ON BEVERLY
Tuesday, May 5th
9:15 -10: *VIP Power Breakfast (w/ senior client presentation)
8:45 - 12:55: Registration
12 - 1: Lunch
1:05 - 1:18: Welcome, Intros, Gameplan, Mission
1:18 - 2:48: Contributors Session (20 min format with 5-10 min Q & A)
- LOREN RIDDICK, NEXA Reverse
- SHANNON HICKS, HECM World/Reverse Focus
- DAN HULTQUIST, REVERSEplus
2:48 - 2:50: 2 Minutes With Mortgage Information Services (MIS)
2:50 - 3:05: Partner Spotlight: FINANCE AMERICA REVERSE
3:05 - 3:14: 9 Minute Power Break
3:14 - 4:42: Contributors Session (20 min Ted Talk Format)
- CHRISTINE JENSEN, Fairway Mortgage Corp.
- CHRISTINA HARMES, Barrett Financial
- LISA MORIELLO, Loan Depot4:42 - 4:52: Jason Graf: AI Tech For Reverse
4:52 - 5:07 Partner Spotlight: MUTUAL OF OMAHA
5:07 - 5:27: Vendor Partner Workshop: REVERSE PLUS
5:27 - 5:47: Vendor Partner Workshop: PRC
5:47 - 6:22: Jack Midkiff Life Coaching
6:22: First day closing remarks and announcements
7 - 10: Welcome Party, Dinner, & Networking Mixer (onsite at Airport Hilton in the exhibition hall)
Wednesday, May 6th
8:15 - 8:55: Breakfast
9:05 - 10:33: Contributors Session (20 min format with 5-10 min Q & A)
- BRUCE SIMMONS, American Liberty Mortgage
- GEORGE VRBAN, Movement Mortgage
- JOHN LUDDY, Supreme Lending10:33 - 10:35: 2 Minutes With SimpleReverse, a division of Illuminate Bank
10:35 - 10:50: Gabe Bodner: Personal Branding
10:50 - 10:59: 9 Minute Power Break
10:59 - 12:30: Contributors Session (20 min format with 5-10 min Q & A)
- HARLAN ACCOLA, Movement Mortgage
- DAN HULTQUIST, REVERSEplus
- SCOTT HARMES, C2 Financial12:30 - 1:00: Perspectives From The Top: Leadership From Big 3
1:00 - 2:00: Lunch
2:10 - 2:38: Senior Clients and their families share their stories
2:38 - 2:40: 2 Minutes With Independence Title & Escrow
2:40 - 2:55: Partner Spotlight: LONGBRIDGE
2:55 - 3:25: TOP AE SUPER ROUNDTABLE: Best Tips For Success
3:25 - 3:34: 9 Minute Power Break
3:34 - 4:05: LADIES OF REVERSE (LOR): Insights and Perspectives
4:05 - 4:50: Power Networking Session w/ Small Groups
4:50 - 5:35: Ryan Ponsford, Equity Wealth Advantage
5:35: End of day announcements, updates, and plan for night
7 - 11: Offsite Party and Mixer at Skyview at Broadway Social Club
101 East Broadway Avenue, Maryville, TN 37804
- Shuttle service provided to venue from Airport Hilton starting at 6:25pm
- There will one luxury coach to transport (takes about 18 min roundtrip max)
- Downtown Maryville is a cool area with several dive bars and music venues so if want to hang a bit more after 10pm it’s a great area, just remember you are on your own to get back to hotel and uber and lyft not a prevalent in our area but we have taxi’s and the like available
Thursday, May 7th
8:15 - 8:55: Breakfast
9:05 - 9:15: Home Stretch (last day gameplan)
9:15: - 11:10: PREMIER PARTNERS PRIVATE PITCH SESSIONS
11:10 - 11:20: Ryan Hocke, Reverse Focus / HECMWorld
11:20 - 12:20: All Attendees Have Something To Share
12:20 - 12:22: NRMLA Promo
12:25 - 1:05: Key Contributors Last Remarks & Open Q&A
1:05 - 1:20: Final Remarks and Dismissal
1:20: Box Lunches To-Go
SAFE TRAVELS & SEE YOU NEXT YEAR!
*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
Shuttle will be provided from Airport Hilton to venue starting at 6pm…travel time 5 minutes to venue (VIP’s have address in their email)
Tuesday, May 5th
TIME
8:45 am - 12:55 pm
9:15 am - 11:15 am
12 pm - 1 pm
1:05 pm - 1:18 pm
1:18 pm - 2:48 pm
2:48 pm - 2:50 pm
2:50 pm - 3:05 pm
3:05 pm - 3:14 pm
3:14 pm - 4:42 pm
4:42 pm - 4:52 pm
4:52 pm - 5:07 pm
5:07 pm - 5:27 pm
5:27 pm - 5:47 pm
5:47 pm - 6:22 pm
6:22 pm
7 pm - 10 pm
EVENT
Registration
*VIP Power Breakfast (w/ senior client presentation)
Lunch
Welcome, Intros, Gameplan, Mission
Contributors Session 1 (20 min format with 5-10 min Q & A)
LOREN RIDDICK, NEXA Reverse
SHANNON HICKS, HECM World/Reverse Focus
DAN HULTQUIST, REVERSEplus
2 Minutes With Mortgage Information Services (MIS)
Partner Spotlight : FINANCE AMERICA REVERSE
9 Minute Power Break
Contributors Session (20 min format with 5-10 min Q & A)
CHRISTINE JENSEN, Fairway Mortgage Corp.
CHRISTINA HARMES, Barrett Financial
LISA MORIELLO, Loan Depot
Jason Graf: AI Tech For Reverse
Partner Spotlight: MUTUAL OF OMAHA
Vendor Partner Workshop: REVERSE PLUS
Vendor Partner Workshop: PRC
Jack Midkiff: Life Coaching
First day closing remarks and announcements
Welcome Party, Dinner & Networking Mixer
(onsite at Airport Hilton in the exhibition hall)
Wednesday, May 6th
TIME
8:15 am - 8:55 am
9:05 am - 10:33 am
10:33 am - 10:35 am
10:35 am - 10:50 am
10:50 am - 10:59 am
10:59 am - 12:30 pm
12:30 pm - 1:00 pm
1:00 pm - 2:00 pm
2:10 pm - 2:38 pm
2:38 pm - 2:40 pm
2:40 pm - 2:55 pm
2:55 pm - 3:25 pm
3:25 pm - 3:34 pm
3:34 pm - 4:05 pm
4:05 pm - 4:50 pm
4:50 pm - 5:35 pm
5:35 pm
7 pm - 11 pm
EVENT
Breakfast
Contributors Session 3 (20 min format with 5-10 min Q & A)
BRUCE SIMMONS, American Liberty Mortgage
GEORGE VRBAN, Movement Mortgage
JOHN LUDDY, Supreme Lending
2 Minutes With SimpleReverse, a division of Illuminate Bank
Gabe Bodner: Personal Branding
9 Minute Power Break
Contributors Session 4 (20 min format with 5-10 min Q & A)
HARLAN ACCOLA, Movement Mortgage
DAN HULTQUIST, REVERSEplus
SCOTT HARMES, C2 Financial
Perspectives From The Top: Leadership From Big 3
Power Lunch
Senior Clients and their families share their stories
2 Minutes With Independence Title & Escrow
Premier Sponsor Spotlight 4: LONGBRIDGE
TOP AE SUPER ROUNDTABLE: Best Tips For Success
9 Minute Power Break
LADIES OF REVERSE (LOR): Insights and Perspectives
Power Networking Session w/ Small Groups
Ryan Ponsford, Equity Wealth Advantage
End of day announcements, updates, and plan for night
Offsite Party and Mixer at Skyview at Broadway Social Club
101 East Broadway Avenue, Maryville, TN 37804
- Shuttle service provided to venue from Airport Hilton starting at 6:25pm
- There will one luxury coach to transport (takes about 18 min roundtrip max)
- Downtown Maryville is a cool area with several dive bars and music venues so if want to hang a bit more after 10pm it’s a great area, just remember you are on your own to get back to hotel and uber and lyft not a prevalent in our area but we have taxi’s and the like available
Thursday, May 7th
TIME
8:15 am - 8:55 am
9:05 am - 9:15 am
9:15 am - 11:10 am
11:10 am - 11:20 am
11:20 am - 12:20 pm
12:20 pm - 12:22 pm
12:25 pm - 1:05 pm
1:05 pm - 1:20 pm
1:20 pm
EVENT
Breakfast
Home Stretch (last day gameplan)
PREMIER PARTNERS PRIVATE PITCH SESSIONS
Ryan Hocke, Reverse Focus / HECMWorld
All Attendees Have Something To Share
NRMLA Promo
Key Contributors Last Remarks & Open Q&A
Final Remarks and Dismissal
Box Lunches To-Go
SAFE TRAVELS & SEE YOU NEXT YEAR!
*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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