Watch a never-before-seen video of the “Family Office” panel at the 2019 NAWRB Conference. Panelists Wendy Craft, Chief of Staff at Fulcrum Equities, LLC; Cynthia French Blanchard, President of Anthem Vault, Inc., AnthemGold, Inc., and Hercules, SEZC; Cindy Brittain, International Private Client Tax Partner at Katten Muchin Rosenman LLP; and Brian DeLucia, Managing Partner of Arrivato LLC, discussed the latest developments and trends in Family Offices, including intergenerational wealth transfer and tax issues. Watch the video below!
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Tag Archives: conference
NAWRB Brought Together Senior Leadership Executives from Most Diverse Array of Industries in the Housing Ecosystem with a Gender Lens
The 2019 NAWRB 10th Anniversary Conference, Redefining Leadership, has passed, but for all the senior executive and industry expert participants, this is just the beginning of newfound relationships and forward-thinking dialogues that were formed during this informative and invigorating professional mastermind event. NAWRB would like to thank Veronica Miracle of ABC7 Eyewitness News, Tami Bonnell of Exit Realty International, and Erica Courtney of ZuluTime for serving as Master of Ceremonies.
2019 NAWRB Conference Recap
The 2019 NAWRB Conference, Redefining Leadership, has come to an end this week, but for all our senior executive and industry expert participants, this is just the beginning of newfound relationships and forward-thinking dialogues that were formed during this informative and invigorating professional mastermind event.
2019 NAWRB Conference at the Langham Huntington, Pasadena
NAWRB is honored to have Veronica Miracle, Reporter and Weekend Anchor for ABC7 Eyewitness News, as part of our Keynote Luncheon Mastermind Collaboration and Master of Ceremonies on Monday August 5th, 2019.
Senior executives will witness and participate in a live discussion of the just released 2019 Women Housing Ecosystem Report (WHER), the most diverse coverage of the housing ecosystem with over sixty resources and six volumes: Diversity & Inclusion; Homeownership; Women-Owned Businesses; STEM; Aging Population; and Family Offices with a gender lens perspective.
Amicus Brain Launches at the 2019 Alzheimer’s Association Conference
This past weekend, NDILC Member Dr. Chitra Dorai, Computer Scientist, Data Science and AI Expert, Founder and CEO, Amicus Brain Innovations Inc., launched Amicus Brain at the 2019 Alzheimer’s Association International Conference in Los Angeles. By her side was NDILC Chairwoman, CEO & President of NAWRB, and Advisor and Investor of Amicus Brain, Desirée Patno, and Supree Periasamy, Founder & President of Brimma Tech Inc. and Developer for Amicus Brain.
Congratulations to the 2018 NAWRB Roaring Thirty Awardees
Women in the Housing & Real Estate Ecosystem (NAWRB) present to you the 2018 NAWRB Roaring Thirty Awardees! Join us in honoring these incredible women at our Roaring Thirty Awards Gala on July 30th, 2018 in Chicago, IL during the 2018 NAWRB 5th Annual Conference, “Year of Women.” Sponsored by U.S. Bank, NAWRB’s Roaring Thirty Awards Gala will be emceed by Lenny McNeill, SVP and Managing Director of National Strategic Markets and Specialized Sales.
MBA’s Independent Mortgage Bankers Conference 2018
Over 800 attendees were part of the MBA’s Independent Mortgage Bankers (IMB) Conference in Amelia Island Florida this week. The conference set new records of attendance which validates the increasingly important role that independent mortgage bankers, who now represent more than 50 percent of all mortgage originations volume, play in the mortgage market. The conference breakout sessions focused on providing practical strategies and tips to mortgage bankers that can be applied to strengthen operations, raise awareness of industry/policy trends, and incorporate changes to improve bottom line numbers. The MBA and many of the industry leaders who were presenting emphasized a continued commitment to enhancing diversity and inclusion. It makes good business sense to promote diversity and inclusion as it enhances decision making and helps mortgage bankers meet the needs of an increasingly diverse marketplace.
I was privileged to be invited as a speaker as part of the Business Operations and Compliance track for a session entitled “Three Great Ideas to Tighten Your Operational Efficiency.” The topic was near and dear to my heart since, through our risk management practice, we see some companies that demonstrate strong operational efficiency and demonstrate industry-leading practices that are worth sharing. I was thrilled to see many of my former colleagues from companies that I’ve worked for throughout my career in the audience. The panel discussion was moderated by David Lykken, President of Transformational Mortgage Solutions. Co-panelists were Frank Fiore, President of Matchbox, Inc and Brent Chandler, Founder & CEO of FormFree. The panelists led a lively discussion and provided strategies centered on three themes: Being Proactive, Workflow and Consistency. The discussion was particularly timely given the challenges many lenders face in this highly-regulated environment with multiple examinations, often concurrently, happening throughout the year. Regulatory and investor audits can often cause lenders to divert resources and incur additional compliance costs, which can be a challenge to ongoing attempts to maintain operational efficiency.
Women’s Advancement in Real Estate: An Interview with Sara Sutachan
What was the inspiration behind WomanUP!? What motivated you to become involved in the women’s movement?
I’ve actually always been a feminist. My mom is a single mom—my dad has always been around—but my mom was a really strong independent woman and she’s my role model. I came to work for the California Association of Realtors® (CAR) and had another amazing role model in Leslie Appleton-Young. I’ve always been attracted to follow strong women, and read books and articles about the women’s movement and the gender gap.
In my role at CAR, I oversee the industry and broker relations, and part of that is interacting and building relationships with the brokerage community and meeting with them on a regular basis. As I met with CEOs and some of the largest brokerage firms in California, I always wanted a balanced room. What I found was that I was hard-pressed to find that balance because the people who led the larger brokerage firms tended to be male.
I’d been noticing this, and even if it wasn’t a large firm, I would make sure women sat at the table. I thought to myself, “This is crazy. We should do something about this.” I couldn’t really drive it home until I got a call from Gretchen Pearson; she was going to speak at a women’s event and said, “I want to know data. Do you have any data on women leaders?” We really didn’t at that point. I had my own personal experience with not finding those women on the rosters, so then we dug into the data. I had my staff look at the largest brokerage firms in California and Google which leaderswere men and which were women. We found that 36 percent of firms were either run by women or had women at the C-level or in management at the top California brokerage firms with over 100 agents. We analyzed a list of approximately 200 of these firms.
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4th Annual NAWRB Conference
Scores of executive women and industry leaders came together for women’s economic growth, million-dollar contracting opportunities and invaluable resources at the 2017 NAWRB Nexus Conference: Women’s Collaboration for the Future. From July 16th-19th, 2017, NAWRB’s expert panelists equipped attendees with actionable solutions and specialized forecasts, providing a comprehensive inside look at the near future of the housing ecosystem.
The excitement was palpable as attendees filtered into the Hilton Orange County/Costa Mesa and settled into their seats next to future strategic partners and collaborators. Desirée Patno, NAWRB CEO and President, kick-started the event by recognizing the hard work that went into making the conference possible and the professionals who made time in their busy schedules to be a part of the diversity and inclusion (D&I) movement.
The Investment Opportunities: Access to Capital Facilitator workshop commenced sessions with Robert Fragoso, Realtor, CEO, Investor, who with over 28 years of experience in real estate investing and flipping homes described the importance of recognizing industry trends when making investments that will maintain profitability in the future.
“I came with the intent to share some of my experiences and knowledge—having been a part of so many homes that have been flipped—and what I see in the marketplace,” stated Fragoso. “Not necessarily what’s going on today, because that’s ever-evolving, but to have attendees learn how to spot the changes and the next opportunity so that they can be not just following the trend, they’re essentially the trendsetter.”
Microsoft Office 365 Business: Special Launch for Real Estate Professionals – Prime Contracts
Launch: Special Training Guide for Real Estate
Professionals July 17th, 2017
Costa Mesa, CA
NAWRB Nexus Conference: Bringing the Decision-Makers to the Table
Sr. Partner Channel Marketing Manager SMB&D,
USSMB Business Development, Microsoft
Kick your Productivity into High Gear with
this Guide for Real Estate Professionals
Your role as a real-estate professional is simple: Turn your client’s dreams into a reality. Of course, accomplishing that task is a whole lot more complicated. The first tool you need in your arsenal is a mobile operations center, a laptop or tablet that lets you stay on top of email messages, access a client’s wish list from anywhere, search databases on the go for the perfect listing, or jump on a video chat for a client consultation.
A Microsoft Office 365 Business* subscription and Windows 10 will help you do all those things and more. This guide will help you kick your productivity into high gear, offering new ways to achieve the impossible during your workday. And it’s actually pretty easy!
Connect with Executives and Government Agencies at the NAWRB Conference
NAWRB’s conference provides the collaboration for the broad bandwidth of industries working in the housing ecosystem and, more specifically, women-owned and small businesses, to team up with others already doing business with several government agencies and public and private sectors.
To get a prime contract worth millions of dollars on a national platform, these agencies need companies that have services all over the country and beyond. NAWRB has been listed on several proposals as the provider of women-owned businesses. Are you registered to come and be part of the network?
6th Street Consulting
Altisource Portfolio Solutions
AMC Lending Group
Asian Real Estate Association of America (AREAA)
Caliber Home Loans
California Department of General Services (DGS)
Capital Direct Funding
Cardinal Blue Investments, LLC
Casa Bella Realty Group/FHA Pros
Century 21 Marty Rodriguez
Certified Credit Reporting, Inc.
Concrete Preservation Institute
Consumer Financial Protection Bureau (CFPB)
Desiree Patno Enterprises
Executive Real Estate
Exit Realty Corp International
Faith and Community Empowerment (FACE)
Federal Deposit Insurance Corporation (FDIC)
Federal Housing Finance Agency (FHFA)
Federal Reserve Bank of San Francisco
The Herbert H. Landy Insurance Agency, Inc.
HK Payroll Services, Inc. (HKP)
Hudson & Marshall
Janeway Law Firm, P.C.
JP Morgan Chase Home Loans
Keller Williams Realty
LA Family Housing
Merlin Enterprises/Summit Realty
Mortgage Bankers Association (MBA)/mPower
Mozingo & Patel, A.P.C.
NeighborWorks Orange County
New American Funding
Nice and Bella
Powerhouse Realty Inc
Property Shop Real Estate Firm
Real Estate On Demand
Real Estate Professionals World Enterprise Marketing
Realty One Group Northwest
Realty World Golden Era
Red Label Realty
RE/MAX Elite Associates
RE/MAX Estate Properties
Reno/Tahoe Realty Group, LLC
Sea Turtle Real Estate, LLC
STEMconnector/ Million Women Mentors
Top Level Realty
United Wholesale Mortgage
U.S. Small Business Administration
VRM Mortgage Services
Wallick and Volk
WealthWise Financial Services
Wells Fargo Home Mortgage
Women Impacting Public Policy (WIPP)