Redefining Leadership - Agenda 2019 NAWRB Conference

August 4-7 t h , 2019

at The Langham Huntington Pasadena, CA

Welcome to the 2019 NAWRB Conference Redefining Leadership Wealth is defined by options. Resources must be instilled in children to grow prosperity! If future generations are not provided opportunities for wealth building and training for wealth management, they will be at risk for failure. How can we help our children achieve economic empowerment and sustainability? Women in the Housing & Real Estate Ecosystem (NAWRB) welcomes you to the 2019 NAWRB Conference as we celebrate our 10th-year anniversary!

Senior executives will witness and participate in a live discussion of the just released 2019 Women in the 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.

This professional development mastermind event will feature SHETalks (Solutions.Housing.Equality), an mPower—MBA Promoting Opportunities For Women To Extend Their Reach panel on results-based leadership, our NAWRB Diversity & Inclusion Council (NDILC) panel, and a diverse array of senior executive experts who will leverage each other’s resources and expertise for a greater economic ecosystem.

We are thrilled to present our SHETalk series for a second year— concise and impactful 20-minute presentations on key issues affecting the industry and gender equality. This year’s dynamic speakers represent various industries and companies across the housing ecosystem, including Pricewaterhouse Coopers LLP, the U.S. Virgin Islands Economic Development Authority, Freddie Mac, Anthem Vault, Inc., Amicus Brain, Apria Healthcare Group, Inc; Zulu Time; and more!

Each day of the conference will feature a powerhouse Master of Ceremonies, including Erica Courtney, President, Zulu Time, Founder, 2020VET, U.S. Army Aviation, Major NATO Gender Advisor; Veronica Miracle, Reporter for ABC7 Eyewitness News; Scharrell Jackson, Partner, COO and CFO at Squar Milner LLP, CEO & Founder of Leadership in Heels; and Tami Bonnell, CEO of EXIT Realty International Corp.

Thank you for being a part of this informative and engaging professional development mastermind event. With our combined resources and expertise, we are building a dynamic resource platform for future generations.

Desirée Patno, CEO & President NDILC Chairwoman NAWRB

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Speakers

-Alphabetical by First Name Dr. Alexis Crow, Lead, Geopolitical Investing Practice, PwC, Senior Fellow, Columbia Business School; Global Business and Economics, Atlantic Council Anne Miskey, CEO, Union Station Homeless Services

Together, advancing women in the Housing & Real Estate Ecosystem

Betsy Berkhemer-Credaire, CEO, 2020 Women on Boards, CEO, Berkhemer Clayton Retained Executive Search Brateil Aghasi, Executive Director, WISEPlace Brett Danaher, Assistant Professor of Economic and Management Science, Chapman University Brian DeLucia, Managing Partner, Arrivato LLC Dr. Chitra Dorai, Computer Scientist, Data Science, and AI Expert, Founder & CEO, Amicus Brain Innovations Inc. Chris Boyle, Chief Client Officer, Single-Family Business, Freddie Mac Cindy Brittain, International Private Client Tax Partner, Katten Muchin Rosenman LLP

We proudly support women-owned businesses and minority-owned businesses in our networks by providing them the best in class technology, marketing and education.

A special congratulations to Teresa Palacios Smith, VP of Diversity and Inclusion, for receiving the 2019 Diversity Leader award. We are proud of her continued efforts to enrich our network.

Connie St. John, President & CEO, No Weapon Productions (NWP) Corey Trujillo, Chief Maven, Synergy Maven Cynthia French Blanchard, President of Anthem Vault, Inc., AnthemGold, Inc., and Hercules, SEZC Debbie Hoffman, Founder & CEO, Symmetry Blockchain Advisors, Inc.

Teresa Palacios Smith VP, Diversity and Inclusion HSF Affiliates LLC

We proudly support equality, diversity and inclusion.

Learn more: berkshirehathawayhs.com | RealLiving.com

Š2019 BHH Affiliates, LLC. Real Estate Brokerage Services are offered through the network member franchisees of BHH Affiliates, LLC. Most franchisees are independently owned and operated. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices of America, Inc.Ž Information not verified or guaranteed. If your property is currently listed with a broker, this is not intended as a solicitation. Equal Housing Opportunity.

Dr. Debra Cherry, Executive Vice President, Alzheimer’s Greater LA, Clinical Psychologist Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB); Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time Erica Courtney, President of 2020Vet and Zulu Time, U.S. Army Aviation Major, NATO Gender Advisor Helene Schneider, Regional Coordinator U.S. Interagency Council on Homelessness Hope Atuel, Executive Director, AREAA Hypein Im, President/CEO & Founder at Faith and Community Empowerment Jean Bradley, VP Strategy and Business Development, Essent Guaranty

CITY ® NATIONAL IS PROUD TO RECOGNIZE HONOREE

Karen A. Clark

John Figueroa, CEO & Managing Partner, Bailey Cavan Capital LLC, Former CEO & Board member of Genoa Healthcare, Former CEO & remains Chairman of Apria Healthcare Group Inc. Kamal l. Latham, Chief Executive Officer, U.S. Virgin Islands Economic Development Authority (USVIEDA) Marcia Davies, COO, Mortgage Bankers Association, Founder, mPower Marina DeWit, Region 9 Advocate, U.S. Small Business Administration, Office of Advocacy Marina B. Walsh, Vice President, Industry Analytics, Research and Economics, Mortgage Bankers Association Marlene Nantell, Director of Business Development and Community Outreach, Southern California Minority Supplier Developer Council (SCMSDC) Michelle Corridon, Deputy Director at USDA Rural Development Monda Webb, Producer of “Pooch Sitter,” Owner of Little Known Stories Production Company, LLC and Monda Media, LLC

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City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada. ©2019 City National Bank. All Rights Reserved. cnb.com

7645.09

Nicole Cober, Principal Managing Partner of Cober Johnson and Romney (CJR), Legal Analyst, DC Fox News, Board Member, National Women’s Business Council (NWBC) Rachel Beam-Jares, Field Manager, Valuation Department, Fannie Mae Saul Schwartz, Director of the Office of Minority & Women Inclusion, Federal Deposit Insurance Corporation

Terri Billups, Los Angeles District Office SBA, Assistant District Director, Economic Development Terry Bayer, Director, California Water Service Group Vanessa Montanez, VP- Sales and Business Development Manager for the National Specialized Sales & Strategic Markets, US Bank Home Mortgages

Scharrell Jackson, Partner, COO, CFO, Squar Milner LLP, CEO & Founder, Leadership in Heels

Vanessa Nicole Dawson, Founder, The Vinetta Project, Contributor, Forbes

Tami Bonnell, CEO, EXIT Realty Corp International

Veronica N. Miracle, Reporter, ABC7 New Eyewitness News

Tammy Hannan, Tax Office Managing Partner, BDO Teresa Bazemore, CEO, Bazemore Consulting LLC Teresa Palacios Smith, Vice President, Diversity and Inclusion, HSF Affiliates LLC

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC Zeeda Daniele, President, Central Park Promotions Inc.

Congratulations to Chief Client Officer Chris Boyle on Being Honored with NAWRB’s 2019 Corporate Leadership Award Chris and the Freddie Mac leadership team continue to think of smart new ways to reimagine the mortgage experience and build on the industry’s growth.

That includes supporting and helping to advance women, which is key to all our successes. Thanks for using your expertise, passion and drive to redefine leadership. We’re proud of you for leading the way in the mortgage industry.

FreddieMac.com/leadingtheway

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Schedule

Sunday August 4, 2019 10:00 a.m. - 8:00 p.m.

Registration Check - Viennese Foyer All meetings in The Viennese Ballroom unless otherwise noted

Booth Setup until 2:30 p.m.

12:00 - 3:15 p.m.

NDILC Private Meeting

*Consulate Room, Upper Mezzanine Floor

DesirĂŠe Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB); Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time Tami Bonnell, CEO, EXIT Realty Corp. International Marcia Davies, COO, Mortgage Bankers Association, Founder, mPower Erica Courtney, President, Zulu Time, U.S. Army Aviation, Major NATO Gender Advisor Rachel Beam-Jares, Field Manager, Valuation Department, Fannie Mae Teresa Palacios Smith, Vice President, Diversity & Inclusion, HSF Affiliates LLC Dr. Chitra Dorai, Founder & CEO, Amicus Brain Innovations Inc. Tammy Hannan, Tax Office Managing Partner, BDO

NDILC Honorary Guests:

Jean Bradley, VP Strategic Business Development, Essent Guaranty, Inc. Teresa Bazemore, CEO, Bazemore Consulting LLC Stephanie Durflinger, EVP Chief Product Officer, Sagent Lenging Technologies

1:00 - 3:00 p.m.

One on One Meetings with Coaches 20-Minute Sessions - Register at Check-In

Vanessa Montanez, VP- Sales and Business Development Manager for the National Specialized Sales & Strategic Markets, US Bank Home Mortgage

3:30 - 5:00 p.m.

Opening Conference Remarks: Champagne & Sweets

Master of Ceremonies: Erica Courtney, President of 2020VET, Zulu Time, Founder, 2020VET, U.S. Army Aviation, Major NATO Gender Advisor

mPower Panel: Results Based Leadership

Moderator: Marcia Davies, COO, Mortgage Bankers Association, Founder, mPower Panelists: Teresa Bazemore, CEO, Bazemore Consulting LLC Chris Boyle, Chief Client Officer, Single-Family Business, Freddie Mac Jean Bradley, VP Strategic Business Development, Essent Guaranty, Inc. Debbie Hoffman, CEO & Founder, Symmetry Blockchain Advisors, Inc.

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5:00-6:00 p.m.

NAWRB Diversity & Inclusion Leadership (NDILC) Panel Moderator: Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB), Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time Panelists: Tami Bonnell, CEO, EXIT Realty Corp. International Erica Courtney, President, Zulu Time, U.S. Army Aviation, Major NATO Gender Advisor Rachel Beam-Jares, Field Manager, Vluation Department, Fannie Mae Teresa Palacios Smith, Vice President, Diversity & Inclusion, HSF Affiliates LLC Dr. Chitra Dorai, Founder & CEO, Amicus Brain Innovations Inc. Tammy Hannan, Tax Office Managing Partner, BDO

6:00-8:00 p.m.

Cocktail Reception

8:00-9:30 p.m.

Speaker Private Event – Viennese Terrace

The Federal Deposit Insurance Corporation is all in for diversity.

*Courtyard

Drinks, Hors d’Oeuvres, and Networking in the Courtyard

The FDIC recognizes the importance of contributions made by diverse communities in its workforce and business activities.

As a leader among government agencies, we are committed to diversity and inclusion and providing opportunities for employment, contracting, investments, and sharing our expertise in financial education.

We continue to strengthen stability and public confidence in the nation’s financial system, leveraging the talents of our workforce and small-, minority-, women-, LGBT-, and veteran-owned businesses to create business value and achieve a work environment of involvement, respect, and connection.

Contact us: Office of Minority and Women Inclusion (OMWI) MWOBOutreach@fdic.gov 1-877-ASK-FDIC (1-877-275-3342)

www.fdic.gov Each depositor insured to at least $250,000

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Monday August 5, 2019

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8:00 a.m.- 8:00 pm

Registration - Viennese Foyer

8:00-8:45 a.m.

Continental Breakfast – Viennese Terrace

8:45 a.m.

Welcome - Opening Remarks

9:00 - 9:25 a.m.

SHETalk - Solutions. Housing. Equality.

9:25-9:50 a.m.

SHETalk - Solutions. Housing. Equality.

9:50-10:15 a.m.

SHETalk Session & Fireside Chat

10:15-10:30 a.m.

Coffee BREAK

Booths are open until 5:00 pm

Master of Ceremonies: Veronica N. Miracle, Reporter, ABC7 Eyewitness News

Dr. Alexis Crow, Lead, Geopolitical Investing Practice, PwC, Senior Fellow, Columbia Business School; Global Business and Economics, Atlantic Council

Kamal l. Latham, Chief Executive Officer, U.S. Virgin Islands Economic Development Authority (USVIEDA)

Wendy Craft, Chief of Staff, Fulcrum Equities, LLC Cynthia French Blanchard, President of Anthem Vault, Inc., AnthemGold, Inc., and Hercules, SEZC

10:30-11:30 a.m.

Social Impact – Data Analytics

11:30-12:30 p.m.

Women on Boards

Moderator: Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB) ; Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time Marina B. Walsh, Vice President, Industry Analytics, Research and Economics, Mortgage Bankers Association

Moderator: Betsy Berkhemer-Credaire, CEO, 2020 Women on Boards CEO, Berkhemer Clayton Retained Executive Search Panelists: Teresa Bazemore, CEO, Bazemore Consulting LLC Scharrell Jackson, COO, CFO, Squar Milner LLP, CEO & Partner, Leadership in Heels Terry Bayer, Director, California Water Service Group

12:30-1:50 p.m.

Keynote Luncheon Mastermind Collaboration Moderator: Dr. Alexis Crow, Lead, Geopolitical Investing Practice, PwC, Senior Fellow, Columbia Business School; Global Business and Economics, Atlantic Council Panelists: Vanessa Nicole Dawson, Founder, The Vinetta Project, Contributor, Forbes Veronica N. Miracle, Reporter, ABC7 Eyewitness News Nicole Cober, Principal Managing Partner of Cober Johnson and Romney (CJR), Legal Analyst, DC Fox News, Board Member, National Women’s Business Council (NWBC) Connie St. John, President & CEO, No Weapon Productions (NWP)

2:05-2:50 p.m.

Family Offices-Intergenerational Wealth TransferTax Issues Wendy Craft, Chief of Staff, Fulcrum Equities, LLC Cynthia French Blanchard, President of Anthem Vault, Inc., AnthemGold, Inc., and Hercules, SEZC Cindy Brittain, International Private Client Tax Partner, Katten Muchin Rosenman LLP Brian DeLucia, Managing Partner, Arrivato LLC

2:50-3:00 p.m.

Marketing Science Brett Danaher, Assistant Professor of Economic and Management Science, Chapman University

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Monday August 5, 2019 Continued

3:00-3:45

STEM/Media Brett Danaher, Assistant Professor of Economic and Management Science, Chapman University Veronica N. Miracle, Reporter, ABC7 Eyewitness News Debbie Hoffman, Founder & CEO, Symmetry Blockchain Advisors, Inc. Dr. Chitra Dorai, Founder & CEO, Amicus Brain Innovations Inc.

3:45-4:00 p.m.

BREAK

4:00-4:10 p.m.

Aging Population, Amicus Brain Demo

4:10-5:15 p.m.

Aging Population

7:00-11:00 p.m.

NAWRB 2019 Leadership Awards & Annual Gala

Dr. Chitra Dorai, Founder & CEO, AmicusBrain

Moderator: Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB) Panelists: Dr. Chitra Dorai, Founder & CEO, AmicusBrain Terry Bayer, Director, California Water Service Group John Figueroa, CEO & Managing Partner, Bailey Cavan Capital LLC, Former CEO & Board member of Genoa Healthcare, Former CEO & remains Chairman of Apria Healthcare Group Inc. Dr. Debra Cherry, Executive Vice President, Alzheimer’s Greater Los Angeles, Clinical Psychologist

”Pretty in Pink” Theme Evening Attire Live Band, Dancing, Food & Drinks Master of Ceremonies: Scharrell Jackson, COO, CFO, Squar Milner LLP, CEO & Founder, Leadership in Heels

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Congratulations to NAWRB 2019 Leadership Award Winners!

Karen A. Clark

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Tuesday August 6, 2019

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8:00 a.m.- 4:00 p.m.

Registration, Check In Booth Setup

8:00-8:45 a.m.

Continental Breakfast- Viennese Terrace

8:45 a.m.

Welcome Remarks

9:00 - 9:25 a.m.

SHETalk - Solutions. Housing. Equality.

9:25-9:50 a.m.

SHETalk - Solutions. Housing. Equality.

9:50-10:50 a.m.

Government Panel- Consumer & Business Opportunities

10:50-11:05 a.m.

Coffee Break

Master of Ceremonies: Tami Bonnell, CEO, EXIT Realty Corp. International

Chris Boyle, Chief Client Officer, Single-Family Business, Freddie Mac

Fireside Chat: Desiree Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB) ); Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time, Erica Courtney, President, Zulu Time, U.S. Army Aviation, Major NATO Gender Advisor

Saul Schwartz, Director of the Office of Minority & Women Inclusion, Federal Deposit Insurance Corporation Helene Schneider, Regional Coordinator U.S. Interagency Council on Homelessness Michelle Corridon, Deputy Director at USDA Rural Development Terri Billups, Assistant District Director, Economic Development, Los Angeles District Office SBA Marina DeWit, Region 9 Advocate, U.S. Small Business Administration, Office of Advocacy

11:05-11:15 a.m.

Pooch Sitter - Award-Winning Short Film

11:15-12:15 p.m.

Women’s Homeownership & Being Sustainable

12:30-1:55 p.m.

Keynote Luncheon: Access to Capital Micro to Billions

2:10-3:10 p.m.

Homelessness/Poverty/ Permanent Housing

3:10-4:10 p.m.

Women-Owned Businesses- Strength & Power

Written, Directed, & Produced by Monda Webb, Producer of “Pooch Sitter,” Owner of Little Known Stories Production Company, LLC and Monda Media, LLC

Moderator: Tami Bonnell, CEO, EXIT Realty Corp International Panelists: Teresa Palacios Smith, Vice President, Diversity and Inclusion, HSF Affiliates LLC Hope Atuel, Executive Director, AREAA Hypein Im, President/CEO & Founder at Faith and Community Empowerment Vanessa Montanez, VP- Sales and Business Development Manager for the National Specialized Sales & Strategic Markets, US Bank Home Mortgage

Terri Billups, Assistant District Director, Economic Development, Los Angeles District Office, SBA Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem (NAWRB); Advisor, Amicus Brain; Chairman, NDILC; CSO, Zulu Time Vanessa Nicole Dawson, Founder, The Vinetta Project, Contributor, Forbes

Moderator: Zeeda Daniele, President, Central Park Promotions Inc. Panelists: Helene Schneider, Regional Coordinator, U.S. Interagency Council on Homelessness Brateil Aghasi, Executive Director, WISEPlace Anne Miskey, CEO, Union Station Homeless Services

Marlene Nantell, Director of Business Development and Community Outreach, Southern California Minority Supplier Development Council (SCMSDC) Corey Trujillo, Chief Maven, Synergy Maven Erica Courtney, President, Zulu Time, U.S. Army Aviation, Major NATO Gender Advisor

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Wednesday August 7, 2019 NAWRB Certified Delegate Training

8:00 a.m.

Registration - Viennese Foyer

8:00-10:00 a.m.

Board Member Private Meeting - Wentworth Room

10:00-6:00 p.m.

Certified Delegate Spokeswoman Private Meeting - Wentworth Room

*Entry Hall

(Lunch Provided) Vanessa Montanez, VP- Sales and Business Development Manager for the National Specialized Sales & Strategic Markets, US Bank Home Mortgage Angie Weeks, Realtor, Metro Estates, Founder Vow2Save Adriana Shannon, Business Strategy Consultant Fabiola Candlish, Senior CRA Loan Officer, US Bank Nelly Mitford, CEO & Founder, MP Real Estate Group, LLC Judith Gallardo, President Broker, America 1ST Realty & Investments

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SPONSORS

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Leadership Award Tables

I N G O O D CO M PA N Y

Our AI, Your Companion Reimagining Care for AlzheimerĘźs and Dementia aabee@amicusbrain.com | www.amicusbrain.com

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