• A three-part framework you can actually use — whether you’re in year two or year twenty of your career  
•  What resilience looks like in practice when the industry isn’t making it easy for you 
•  Why bringing other women up with you isn’t just the right thing to do — it’s the smart play  

• What’s driving buyer hesitation  — and how to address it in a real client conversation
• The opportunities smart professionals are leaning into while others pull back
• Why uncertainty might actually become a competitive advantage – if you know how to use it
   

Grab a coffee, connect with fellow attendees, and continue the conversations sparked by the morning’s keynote and panel. Take this time to meet new people, exchange ideas, and build your network before the next session begins.

Mentorship is often thought of as advice flowing in one direction. But some of the most valuable learning happens when mentors and mentees are willing to challenge assumptions, ask honest questions, and learn from each other.

This candid conversation brings real mentors and mentees together to explore what each side can teach the other — and how those perspectives can make us better leaders, colleagues, and professionals.

• What mentors are learning right now and what’s genuinely changing their perspective
• The questions mentees wish they could ask more experienced leaders and the answers they actually need
• What emerging professionals see differently about leadership, technology, communication, and career growth
• The advice mentors wish they had received earlier in their careers
• How to build a mentor-mentee relationship where feedback, ideas, and learning genuinely go both ways

• What to delegate first — and what should stay on your plate
• How to stop becoming the default problem-solver for everyone around you
• The mindset shifts that help high performers avoid burnout and over-functioning
• Setting boundaries, saying no, and protecting your energy without guilt 
• Redefining success based on your goals, capacity, and stage of life

This hour is designed for connection. Enjoy lunch with fellow attendees, meet someone new, and continue the conversations sparked throughout the morning.

Some of the best conversations of the day happen between sessions—use this time to exchange ideas, build relationships, and expand your network.

• The tasks that are already being handed off to AI — client communication, file prep, follow-ups, marketing — and how professionals are doing it without losing their voice
• Step-by-step workflows your team can realistically implement, not just concepts
• Where AI is genuinely saving time, and where cutting corners creates more work (or risk) than it saves
• What mortgage professionals need to understand about compliance, data privacy, and keeping client trust intact

Take a few minutes to reset and recharge with a guided wellness break designed to get you moving, clear your head, and bring fresh energy into the rest of the afternoon.

• What to actually say when clients tell you they’re waiting — without sounding pushy or transactional
• How to stay connected after funding in a way that builds loyalty and referrals
• The conversations that strengthen long-term trust — beyond rates and renewals
• How to talk about life events — not just rates — so clients think of you first when things change
   

When you’re busy running a mortgage business, it can be hard to step back and see what’s really limiting your growth. Is it lead flow? Conversion? Your processes? Your numbers? Or are you simply focused on the wrong things?

Richard Dolan and Rakhee Dhingra bring their operator and strategist perspectives to a fast-paced coaching conversation designed to help attendees diagnose where their business is getting stuck — and what to do next.

• How to identify the real bottleneck in your business
• The numbers and signals that reveal where growth is getting stuck
• How to separate what feels urgent from what will actually drive growth
• What to stop, start or change over the next 90 days

• The systems and structures that support sustainable growth
• What succession planning actually looks like in the mortgage industry
• The habits that increase business value and reduce owner dependency
• How to protect your business through leadership changes, ownership transitions, and long-term succession planning
• Navigating life's biggest disruptions—from divorce and illness to the loss of a loved one—while protecting your financial future and maintaining your business
• The legacy and future-planning conversations too many professionals avoid