Keynote Speakers

The NPLA Leadership Summit is a premier gathering for leaders in the nonbank lending industry, aiming to foster excellence, innovation, and collaboration. The Summit combines professional and leadership development, industry insights, and networking opportunities, creating a platform for shaping the future of Private Lending.

General David W. Allvin, USAF (Ret.)

General David Allvin served as the 23rd Chief of Staff of the United States Air Force, leading a force of nearly 700,000 Airmen and civilians and advising the President, Secretary of Defense, and National Security Council on global security and military strategy.
Over a distinguished 39-year career, he built a reputation as a strategic leader known for driving large-scale transformation, modernizing complex organizations, and integrating emerging technologies such as AI into future operations.
A seasoned commander, pilot, and policy leader, General Allvin has shaped U.S. military strategy at the highest levels and led initiatives impacting global operations and national defense.
Today, he delivers powerful insights on leadership, decision-making under pressure, innovation, and more.

Robert D. Broeksmit

President & Chief Executive Officer

MBA, Mortgage Bankers Association

Robert (Bob) Broeksmit, Certified Mortgage Banker (CMB), is a senior finance executive and corporate officer with over 35 years of experience in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert, testifying on many large, high-profile cases.
Prior to joining MBA, Bob served as President and Chief Operating Officer with financial services, Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clients. Bob has also held senior leadership positions in the mortgage business, including at Chevy Chase Bank (after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company, a subsidiary and Vice President at Prudential Home Mortgage, overseeing annual originations, balance sheet in residential mortgages, and a servicing portfolio of $10 - $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.
Bob has served as the Chairman of the MBA’s Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations.

Tela G. Mathias

Chief Nerd and Mad Scientist (CTO) and Co-Founder

PhoenixTeam

With over 25 years of experience in mortgage technology, Tela G. Mathias founded her company more than a decade ago and has since become a recognized expert in generative AI, as well as a sought-after speaker and educator on its impact across the industry. She has led the development of AI-driven solutions and advises organizations on navigating compliance, rethinking processes, and integrating emerging technologies into their operations.
Through her work and industry partnerships, including leading generative AI education initiatives with the Mortgage Bankers Association, Tela helps companies better understand and apply AI in practical, real-world ways within the evolving mortgage landscape.

Deven Sharma, Ph. D.

Chair of Board

Roc360

Deven previously held the role of President at Standard & Poor’s. Earlier in his career, he was a Partner at Booz Allen Hamilton prior to leading Global Strategy and M&A at the McGraw-Hill Companies.
Deven serves as Chair of the Board at Roc360, while also advising Private Equity firms on Information, Technology and Financial Services and investing in data and analytics enabled disruptive early growth companies. He is also a Research Fellow of Connection Science @ MIT Media Lab.

Bryce Endline

Managing Director

Piper Sandler

Bryce Endline leads Piper Sandler’s specialty finance practice within its financial services investment banking group. He advises lenders and investors on M&A, capital raising, and strategic initiatives across the private and business-purpose lending sectors.
Bryce and his team are recognized leaders in the space, having advised on more M&A transactions in business purpose lending than any other firm over the past decade.
Prior to joining Piper Sandler in 2020, Bryce was a Managing Director and Head of Specialty Finance at Wells Fargo Securities. He began his career at PwC in the transaction services group, specializing in M&A accounting and financial due diligence.

Dr. Jeffrey B. Graham

Founder & CEO, Atlas Precision Care
Chief Medical Officer, Wild Health

With more than 20 years of medical experience across four continents, Dr. Jeffrey Graham specializes in precision medicine, longevity, and performance optimization for high performers and executives. He is nationally recognized for his work translating complex health data into practical strategies that improve energy, performance, and long-term health span. Dr. Graham has trained more than 2,000 clinicians in precision medicine and frequently speaks on longevity, executive health, peptides, supplements, and the key lifestyle factors that have the greatest impact on long-term health and performance.

Agenda

Arrival and Welcome

Thursday, August 27th, 2026

Guests’ Check-In

Starting from early afternoon, guests will be welcomed at Stein Eriksen Lodge, Park City, Utah. Refreshments will be provided upon arrival by the resort staff, ensuring a warm welcome to all attendees.

The Lodge offers complimentary shuttle service for in-house guests from 7 am to 11 pm. No reservations are required.

Settling In

Participants will have ample time to settle into their accommodations, acquaint themselves with the resort’s amenities, and prepare for the evening’s activities.

5:30 PM

Welcome Cocktail Hour

Held at the scenic Odin Deck, this event will feature a selection of fine cocktails and appetizers, providing an excellent opportunity for attendees to network and unwind in a relaxed setting.

6:30 - 9:00 PM

Welcome Dinner

The opening dinner will be held in Odin + Odin Deck, offering a beautiful dining experience that sets the tone for the retreat.

Optional

After-Dinner Drinks

Post-dinner, attendees can choose to enjoy drinks at the lounge or by the outdoor fireplace on the deck, perfect for conversations and networking.

Inspiration and Insight

Friday, August 28th, 2026

Optional

Early Morning Activities

For those who rise with the sun, a range of activities are available, including morning yoga and Pilates at the spa, coffee on the deck with breathtaking mountain views, a refreshing morning hike or walk, or a relaxing spa visit.

8:00 - 8:45 AM

Breakfast

Enjoy breakfast and networking before the Vision Session begins.

8:45 - 12:00 PM

Vision Session

The Vision Session brings together industry leaders for a forward-looking discussion on the key trends shaping private lending. Topics will include the evolving landscape of private credit, leadership and decision-making in uncertain markets, and broader economic and political insights impacting the industry.

1:30 PM (optional)

Guided Hike

Lace up your sneakers and meet us at Odin Deck for a picturesque hike surrounding the Stein Eriksen Lodge. It’s a great way to soak up the mountain views, get some fresh air, and enjoy the outdoors together. The route is easy to moderate, perfect for most fitness levels. Be prepared for altitude (the lodge sits at about 8,200 feet), which can make the hike feel a bit tougher for those not used to it. Don’t forget your water bottle!

Afternoon Free Time

Attendees can enjoy leisure time at the pool, book a massage or unwind in the sauna, steam room, and relaxation room at the spa, or embark on an afternoon hike.

6:30 PM

Dinner & Keynote Speaker

Dinner at Flagstaff will be accompanied by General David Allvin, former Chief of Staff of the U.S. Air Force. Join us for an engaging evening as he shares insights on leadership, decision-making under pressure, and leading through large-scale change, drawing from nearly four decades of experience at the highest levels of military strategy and operations.

After-Dinner

Post-dinner, attendees can choose to enjoy drinks in the lounge or by the outdoor fireplace on the deck. The Champion’s Club is also available, offering a variety of old school and high-tech games!

Collaboration and Leisure

Saturday, August 29th, 2026

7:45 - 8:00 AM

Coffee & Networking

The day begins with a networking session over coffee and pastries.

8:00 - 10:00 AM

Vision Session

Explore the forces shaping the future of private lending. This session will cover M&A activity—who’s buying, who’s waiting, and what makes a lender valuable today. We’ll cut through the hype around AI to reveal what delivers real results and provide key insights on housing finance trends heading into 2026 and beyond.

10:00 - 10:45 AM

Breakfast

A hearty breakfast will be served, fueling attendees for the day’s activities.

10:45 AM

Afternoon Activities

Options to include a Golf Outing at Wasatch Mountain Golf Course, exploring Utah Olympic Park, or a luxurious Spa Day.

Golf Outing, Wasatch Mountain Golf Course, Mountain Course

Transportation will be provided immediately following breakfast
Tee time and cart are included; club rentals are available for purchase

Utah Olympic Park Experience, Park City, Utah

Transportation will be provided immediately following breakfast
Thrilling activities including bobsled rides, rope courses, alpine slides, ziplining, and tubing adventures

Spa Day, Spa & Wellness Center at Stein Eriksen Lodge

Choose one 60-minute spa service:

Stein’s Freestyle Massage
- A dynamic, customized massage designed to release tension and rejuvenate your body. Your therapist will tailor techniques and pressure to your needs for the ultimate in relaxation and renewal. Healing properties: Relaxation. Rejuvenation. Customized.
Stein’s Facial
- A luxurious, personalized facial designed to refresh and restore your skin. Expert estheticians use advanced techniques, nourishing masks, and targeted serums to leave your complexion glowing, hydrated, and revitalized. Healing properties: Revitalize. Rejuvenate. Refresh.

Reservations are highly recommended, as services are available on a first-come, first-served basis. Spa appointments are offered between 10:30 AM – 4:30 PM. To schedule, please contact the Spa & Wellness Center at (866) 996-0034.

6:45 - 7:30 PM

Celebratory Toast 

Once everyone returns from the afternoon activities and is ready for dinner, we join together for a special toast at Stein Eriksen Lodge to commemorate the retreat.

Dine Around Night

Attendees are encouraged to explore local dining with fellow attendees. A form will be sent to all attendees to rank their top two fine dining options. Everyone will be distributed based on dinner selections and notified on what restaurant they will attend.

Dinner is not included in your registration ticket.

Roundtrip transportation is provided to and from Main Street, Park City. Transportation will depart from Stein Eriksen Lodge at 7:30pm and depart from Main Street at 11:00pm.

Departure

Sunday, August 30th, 2026

Check-Out

Attendees will check out, marking the end of a memorable and enriching leadership retreat.

2025 Keynote Speakers

Matthew Cox

Former Mortgage Broker & White-Collar Crime Expert

Matthew Cox is a former-licensed mortgage broker and brokerage business owner with deep expertise in mortgage fraud, synthetic identities, and large-scale real estate scams. He is a nationally recognized authority on white collar crime and has consulted with federal agencies including the FBI and U.S. Secret Service.

Cox gained national notoriety after using forged documents and synthetic identities to fraudulently obtain mortgages and real estate loans, ultimately defrauding major U.S. banks out of an estimated $55 million. During his time in the mortgage industry, it’s believed that at least $40 million in fraudulent loans flowed through his brokerage.

His ability to exploit gaps in the lending system and avoid capture for nearly a decade led to widespread media coverage, including features by CNBC’s American Greed, Bloomberg Businessweek, and Dateline NBC. Today, Cox offers rare insight into fraud prevention and the vulnerabilities within real estate finance.

Robert D. Broeksmit

President & Chief Executive Officer

MBA, Mortgage Bankers Association

Robert (Bob) Broeksmit, Certified Mortgage Banker (CMB), is a senior finance executive and corporate officer with over 35 years of experience in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.

Prior to joining MBA, Bob served as President and Chief Operating Officer with financial services, Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services cliental. Bob has also held senior leadership positions in the mortgage business, including Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary and Vice President at Prudential Home Mortgage overseeing annual originations, balance sheet in residential mortgages, and a servicing portfolio of $10 - $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.

Bob has served as the Chairman of the MBA’s Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations.

Howie Roseman

Executive Vice President/General Manager

Philadelphia Eagles

Howie Roseman, now in his 26th season with the team and a two-time NFL Executive of the Year, Roseman is the architect behind the Eagles’ first two Super Bowl Championships – Super Bowl LII (2017) and Super Bowl LIX (2024) – and has helped shape one of the league’s most consistently competitive franchises.

Roseman is the second general manager in history to win two Super Bowls with a different head coach and quarterback in each season. He is additionally the fourth general manager in the NFL’s salary cap era to produce at least three Super Bowl berths while capturing multiple championships. Under Roseman’s leadership, Philadelphia has revitalized its football operations with a progressive approach to roster building, player development, and salary cap strategy. Since joining the Eagles in 2000, Philadelphia has earned 17 playoff appearances, 11 NFC East titles, and reached eight NFC Championship Games, resulting in four conference crowns with two Super Bowl victories. Roseman has cemented himself among the league’s most accomplished and respected front office visionaries. He originally began his career as an intern and worked his way up through the football operations and scouting departments, becoming the youngest general manager in the NFL in 2010.

Beyond football, Roseman is active in the Philadelphia community, supporting military and youth initiatives. He was honored with the Steinberg-DeNicola Humanitarian Award in 2018 and serves on league committees focused on innovation and development.

Brandon Powell

Founder & CEO

HatchWorks AI

Brandon Powell is an AI entrepreneur and leader who helps organizations adopt and scale AI with confidence and clarity. He is the Founder and CEO of HatchWorks AI, an AI-first consultancy with delivery scale across the Americas. HatchWorks helps companies cut through the AI hype and lead successful transformations — driving revenue and reducing costs through data, automation, and AI-powered experiences.

A graduate of Harvard Business School and a seasoned executive, Brandon has led high-impact teams at Accenture, Slalom, and AT&T. He has launched over 100 digital products and scaled HatchWorks from the ground up to more than 200 employees. His leadership blends vision with practical execution, always putting people at the center of transformation.

Brandon also serves on the board of FinTech Atlanta and is the Founder of HatchFutures, a nonprofit dedicated to expanding STEM education and technology access for underserved youth across the U.S. and Latin America. A two-time Titan 100 honoree and 2023 Nearshore Entrepreneur of the Year, Brandon is passionate about helping leaders future-proof their businesses and shape a more inclusive, AI-driven world.