Event Calendar

Friday, March 21, 2025

ALFN LEAD Summit 2025

Start Date: 3/20/2025 7:00 AM PDT
End Date: 3/21/2025 8:30 PM PDT

Venue Name: The Ritz-Carlton Bacara Resort

Location:
8301 Hollister Ave.
Santa Barbara, CA  United States  93117

Event Website: https://www.alfn.org/lead

Organization Name: ALFN

Contact:
Susan Rosen
Email: srosen@alfn.org
Phone: (214) 415-7883


Only individuals that received a personal invitation from the ALFN to attend this event may register and attend.  Please contact the ALFN if you have a question about attending this event.

Click here for full pricing details for LEAD registration & activities.


Click here to review all applicable policies, terms & conditions for attendees of this event.

ALFN Event Attendee Details

 
  • Clients – Servicers, Investors, Fannie Mae, Freddie Mac, and other invited clients.  Each client may bring 1 guest that is their spouse/significant other. Only clients that receive a personal invitation from the ALFN are eligible to attend, which is limited to the highest-level decision-makers.  Invitations to attend are non-transferable, and ALFN needs to approve any substitutions before an invite is sent.  ALFN will cover the expenses for each client and their spouse/significant other guest, to include registration fees, ground transportation (shuttles from SBA airport), airfare (coach class/economy level fare) and hotel room & tax (3 nights).
     
  • ALFN Members
     
    • Law Firm & Foreclosure Trustee Members – May send 1 individual per firm/company (must be an in-house W2 employee).  If spots remain available after the first round of invitations are completed, then ALFN may open invitations to a 2nd individual from each firm/company.  This additional attendee incentive will be offered to ALFN ASSURE Rewards Members, starting with Tier 3 rewards members, followed by Tier 2, then Tier 1. Member attendees may bring 1 guest (must be a spouse/significant other), with a la carte pricing.
       
    • Associate Members – Only associate members that are a top sponsor of LEAD may attend (view sponsorship details here).  May only send 1 individual per sponsoring associate member company (must be an in-house W2 employee).  Member attendees may bring 1 guest (must be a spouse/significant other), with a la carte pricing.
 
ALFN Unregistered Event Attendee Policy
Unregistered ALFN members that are seen at the ALFN event venue/hotel by an ALFN Director or Staff Member during the dates and times the ALFN event is being held, will be sent an invoice by email for the full registration fee amount for the event, and they may pick up an event name badge at the ALFN desk at the event.  This includes if you are seen in any areas of the event venue/hotel, including but not limited to, bars, restaurants, outdoor spaces, meeting spaces, and the hotel lobby.  This policy applies during all hours of the day on dates that the ALFN event is being held, and ceases to apply on the date and time that the ALFN event ends.  ALFN works hard to assemble the best events we can for our members, which require financial support to do so.  Having unregistered ALFN members taking advantage of the work we put in, without paying, is not fair to all of the ALFN members that pay to attend.  If you are a registered ALFN member event attendee, please advise anyone that you may be meeting with during a time that isn’t in conflict with the ALFN scheduled event, to meet you at another location other than the ALFN event venue/hotel.  

ALFN Event Attendance Networking Policy
Event attendees shall not invite client/servicer representatives, ALFN members or other event attendees to off-site events or onsite venues during an ALFN scheduled event function or activity.  ALFN hosts its events in an effort to attract clients/servicers and other industry representatives, and to provide its member firms with equal opportunity to network and interact with conference attendees.  Inviting clients/servicers and other conference attendees to off-site events or other onsite venues during an ALFN event function undermines the ALFN event. 

Nor shall event attendees invite or meet with unregistered guests that do business in, are employed in, or are affiliated with the mortgage servicing industry (including ALFN members, vendors and servicers).   

Service Provider Attendance Policy
Any entity, whether it be a partnership, corporation or LLC, that provides marketing or other ancillary services (as defined by Article Five of the Bylaws) to one or more Mortgage Servicer Members, Government/Investor Members, Affiliated Attorney-Trustee Members, and Non-Affiliated Attorney-Trustee Members, shall be required to join the ALFN as a Vendor/Associate Member and remain in good standing, including, but not limited to, paying dues and complying with all bylaws and policies.
 
While attending ALFN conferences and events, any entity (including its officers, agents and employees) providing marketing or ancillary services shall only market, solicit, or promote business on behalf of ALFN members in good standing and registered to attend said ALFN event.