2025 Agenda Coming Soon

2024 Agenda

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.

Guy Snodgrass
Career U.S. Navy Fighter Pilot, Senior Level Pentagon Official, CEO of Defense Analytics
Defense Analytics

Guy Snodgrass is the CEO for Defense Analytics, a national security and foreign policy advisory firm. A retired U.S. Navy fighter pilot and former TOPGUN Instructor, his last tour of duty took him into the halls of the Pentagon where he served as communications director and chief speechwriter to Secretary of Defense James Mattis.

Michael Fratantoni
Chief Economist, Senior Vice President of Research and Industry Technology
MBA, Mortgage Bankers Association

Michael Fratantoni is the MBA’s Chief Economist and Senior Vice President of Research and Industry Technology. He is responsible for overseeing MBA’s industry surveys and benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets.

Bryce Endline
Managing Director, Investment Banking, Financial Services Group
Piper Sandler

Bryce Endline is a Managing Director at Piper Sandler. Prior to joining Piper Sandler in 2020, he was a managing director and head of specialty finance in the financial institutions investment banking group at Wells Fargo Securities, where he was responsible for M&A and capital markets advisory services for clients in the nonbank consumer, mortgage, and commercial finance sectors.

 

Bryce is a leading M&A advisor in the business purpose lending sector, with recent assignments including advising InterVest Capital Partners on its $500 million commitment to Builders Capital, PacWest Bancorp on its sale of Civic Financial Services to Roc360, Anchor Loans on its sale to Pretium Partners and Lima One Capital on its sale to MFA Financial.

Curt Gooden
Chief AI Officer
CEO Coaching International

Curt Gooden is the Chief AI Officer of CEO Coaching International. In this role, Curt helps CEOs define, realize, and integrate their AI vision into their business strategy and operations by leading workshops and help steer CEO Coaching International’s AI strategy. Curt is an accomplished C-Suite IT executive with over two decades of exceptional leadership and innovation in the Information Technology sector. His areas of expertise include automation, cybersecurity, digital transformation through AI and ML, and IT architecture. Curt’s commitment to efficient, secure technology operations that support business objectives makes him an asset to organizations aiming to enhance their technological infrastructure and foster growth.

Arrival and Welcome

Thursday, August 22nd, 2024

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 23rd, 2024

Early Morning Activities (Optional) 

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.

9:15 AM

Morning Meetup

Coffee, pastries, and snacks will be available in the meeting room, offering a casual setting for early discussions and networking.

9:30 AM - 12:30 PM

Vision Session

Subjects in today’s vision session will include the Economy, Capital Markets Environment, Fraud and DQ Challenges, M&A Environment and AI & Cyber Strategies.

 

Presentations include Michael Fratantoni, MBA, Chief Economist; Bryce Endline, leading M&A advisor in the business purpose lending sector; and Curt Gooden, Chief AI Officer at CEO Coaching International.

12:30 - 1:30 PM

Brunch at Odin Deck

After the morning sessions, brunch will be served on the Odin Deck .

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.

6:00 PM

Dinner & Keynote Speaker

Dinner at Flagstaff Deck will be accompanied by our Keynote Speaker, Guy Snodgrass, Career US. Navy Fighter Pilot, Former Senior Level Pentagon Official, and CEO of Defense Analytics. Guy will discuss his Leadership and Geopolitical viewpoint in a Presidential Election year. This will be followed by an interview and open discussion.

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 24th, 2024
8:00 - 8:30 AM

Coffee & Networking

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

8:30 - 10:30 AM

Vision Session #2

Topics include Legislative and Regulatory Challenges, Best Practices with Valuations and Draw Management, and improving the NPLA Association with feedback from the NPLA leaders and attendees.

10:30 - 11:15 AM

Breakfast

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

12:00 PM

Afternoon Activities

Options include a Golf Outing at Canyons Mountain Golf Resort, a Wine Tasting & Shopping excursion in Park City, or a luxurious Spa Day.

Golf Outing 

  • Tee Time @ Canyons Mountain Golf Resort    
  • Immediately following Breakfast, Transportation to Golf     
  • 12pm tee time and cart are included. Club rentals are available for purchase.   

 Wine Tasting & Shopping in Park City

  • Private Wine Tasting led by a wine expert at Old Town Cellars.   
  • An array of white, red, and rose wines with a cheese pairing   
  • 11:45am Transportation – meet outside the lodge.    

Spa Day

Can choose 1 of the spa services from the list below: 

  • Stein’s Freestyle Massage, 60 min
  • Rebalancing Stone Massage, 60 min
  • Stein’s Facial, 60 min
  • Cham-Bucha Facial, 60 min
  • Après Hike Facial, 60 min

Reservations are recommended prior to arrival as these services are on a 1st serve basis. Spa services are available from 11:30am-4:30pm. Contact the Spa & Wellness Center, 435-615-0838.

6:45 - 7:15 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 7:15pm and depart from Main Street at 11pm.

Departure

Sunday, August 25th, 2024

Check-Out

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

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