Is your company interested in putting on a session at our 2016 conference? Visit our sponsorship page for more details.

2015 Agenda Below. Stay tuned for more details on 2016. 


1:30 p.m. – 1:50 p.m.
Michael Barbaro, President, New Haven Middlesex Association of REALTORS, Inc.

Michael Barbaro

Legislative & Market Update

Michael Barbaro will provide insights on important legislative updates impacting the real estate industry as well consumers. Issues include the Foreclosure by Market Sale law, BPOs  and modernizing the Broker curriculum. He will also discuss upcoming RESPA changes and Flood Insurance updates as well as current sales data.



1:50 p.m. – 2:15 p.m.
Richard Cortes, Principal Financial Examiner, Consumer Credit Division, State of Connecticut Department of Banking

Rich Cortes Linkedin

MCRs – Is Anybody Looking At These Things?

Data is the key to all modern business, including government.  You will see how we use your data to be more efficient in an era of doing more with less.

Richard Cortes has worked at the Connecticut Department of Banking for 26 years. He spent 19 years regulating depository institutions and trust operations where he specialized in residential and commercial credit analysis, evaluation of allowances for loan loss, and the evaluation of fiduciary and investment risk.

In 2008 he transferred to the Consumer Credit Division and began a career in residential mortgage loan compliance.  Mr. Cortes currently oversees the mortgage licensing and examination functions.  He also chairs the NMLS MCR Workgroup, is a member of the NMLS Risk Profile Group, assists and acts as Liaison in Multistate Mortgage Committee examinations, Chairs the AARMR Training Committee, conducts examiner training at CSBS/AARMR Schools, and assists in developing online training programs for CSBS/AARMR.


2:15 p.m. – 3:15 p.m. Panel Session

Increasing Residential Sales: Market Trends, Development and Legal Issues in Connecticut

Moderator: Cassidy Murphy, Editorial Director, The Warren Group

CassieCassidy Murphy will dig into The Warren Group’s extensive sales and property data, bringing you the most up-to-date statistics and providing a historical perspective that will help indicate the path of the current market. This session will answer pressing questions, including when the significant effects of the foreclosure crisis will subside, how inventory levels will replenish, and how improvements in Connecticut’s economy can move the housing recovery forward.



Panelist and Topics:
Bill McCue, President and Principal Owner, McCue Mortgage Co.
• Opportunities to expand home buying in Connecticut.
• Buying and financing opportunities absent the obstacles that too many good buyers can’t overcome.
• Addressing the problem that exists because we have so many homes offered for sale that are undesirable (poor condition).
• Addressing the obstacles preventing sale and purchase by homeowners whose houses are diminished in value, putting the homeowner either underwater vis-à-vis the mortgage or insufficient equity to use as a down payment for their new purchase.
• Insight on the problems and potential solutions of freeing up more people to get into the market.

Brian Rich, Partner, Halloran & Sage LLP
• Mortgage litigation developments and regulatory enforcement which are both a part of the obstacles that are preventing more people from buying and selling.

Brian Rich, Partner, Halloran & Sage LLP

Brian RichBrian Rich regularly represents both corporate and individual clients in a variety of business and commercial disputes, including real estate litigation, mortgage resolution, fraud and tort related matters. He also represents financial institutions in contested foreclosure matters and in the defense of lender liability and unfair business claims.

In addition, as a business and commercial litigator, Brian represents both national and international corporations and governmental entities seeking relief under multi-million dollar contracts, small businesses embroiled in disputes with competitors, lenders seeking relief under promissory notes, and individuals who find themselves entangled in the legal system through various commercial and business endeavors. In doing so, Brian zealously represents clients in litigation in the Connecticut state and federal courts, and disputes before the American Arbitration Association (“AAA”) and the Financial Industry Regulatory Authority (“FINRA”).

Bill McCue, President and Principal Owner, McCue Mortgage Co.

bill_mccueWilliam J. McCue is the President and Principal owner of The McCue Mortgage Co. The Company, a mortgage banking firm, originates and services residential mortgage loans in the State of Connecticut. The company was founded in 1949 by William D. McCue, Mr. McCue’s father. William J. McCue has been the President since 1977. The McCue Mortgage Company originates approximately $500 million in loans each year and services approximately $1 billion in loans. The Company’s focus has always been on lending to first time buyers. Providing this service requires the company to participate in several government and government related programs including FHA, VA, CHFA, FNMA, GNMA, FHLMC as well as State of Connecticut programs currently used to refinance sub-prime borrowers into workable loans.


3:30 p.m. – 4:10 p.m.
Jeff Chalmers, Vice President of Mortgage Lending, Guaranteed Rate

Jeff Chalmers (USE THIS)

Building ‘Ships in a Millennial World

In this era of (anti) social media, “one and done” is today’s business mantra. However, the new millennial era of consumer is sure to fix that long-standing, customer-alienating S.O.P. Numbering more than 75M, these Google-born professionals are intelligent, impatient and crowd-source ready to disrupt and reset business as we know it.  Through keenly defined and well-intentioned purchases, they are dictating the pace and engineering the focus on what, how, why and where today’s billion dollar companies sell their services and products.

How can you compete? Evolve. A 25 year industry chameleon, Jeff Chalmers is a successful loan officer, tech geek, skilled entrepreneur and Master ‘Ship Builder who has closed more than 15,000 residential transactions totaling over $5B in loan sales. However, don’t be fooled – he’s not your typical “mortgage guy”. Along with being a five-time Inman Ambassador and the 2015 Women’s Council of Realtors Region V and Region VI Director of Communications and Technology, Jeff is also a well-respected and sought after national speaker, emcee and trainer for the National Association of Realtors who has presented to dozens of state real estate boards, countless national associations and industry leading brands. Ready to learn some valuable insight and FUN-damental tools required to capture our future leaders and pioneering entrepreneurs?

Want to learn more about today’s cloud-based technology or business apps? Connect on TwitterLinkedIn or Facebook.



4:10 p.m. – 4:30 p.m.
Don Klepper-Smith, Chief Economist and Director of Research, DataCore Partners LLC

Don Klepper

Don Klepper-Smith has been a professional economist for thirty years and served as Chairman of Connecticut Governor M. Jodi Rell’s Economic Advisory Council between 2007 and 2010. He has been a long-time observer of the region’s economy, and is regularly quoted by various media sources for his perspective and insights on the domestic and Connecticut economies, being a frequent Economics Commentator on WTNH Television in New Haven, Connecticut.

Don specializes in evaluating consumer markets, assessing the generators of consumer wealth, while also providing valuable perspective on business conditions as they relate to credit markets and employment growth. A technician by trade, Don’s reliable forecasts of the changing U.S. and New England economic landscapes have kept him in demand.


4:30 p.m. – 5:30 p.m.
Networking Reception


June 9, 2015
1:00 p.m. – 5:30 p.m.

Crowne Plaza Hartford-Cromwell
Cromwell, CT 06416

Presented by:




NHMR Logo hi res




Silver Sponsors:

FGMC Webpull





Schedule at a Glance

1:00 p.m.

1:30 p.m.

3:15 p.m.

3:30 p.m.

4:30 p.m.
Networking Reception

5:30 p.m.