LEAD

LEAD, the annual ALFN Executive Leadership Summit, will provide invited attendees the opportunity to connect with top level decision-makers from lenders, servicers, and investors, as well as attendees from ALFN members including law firms/foreclosure trustees and service providers.  This two-day invitation-only event takes place each Spring at some of the most beautiful top-rated destination-resort locations. 

Attendees will gain invaluable insights from keynote speakers, participate in sessions and roundtables on critical leadership topics, and enjoy exclusive networking opportunities. 

LEAD isn’t about your typical industry topics and speakers, but instead focuses on showcasing some of the most well-known, brilliant, and successful leaders of our time.  

Elevate your leadership skills and forge strategic partnerships at this transformative event that will shape the future of our industry.  Attendance is limited, so don’t miss this unique opportunity to be part of an exclusive group of attendees, and experience an executive-level leadership summit unlike anything else in our industry!

WHO CAN ATTEND LEAD?

• 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 personally addressed email 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 at designated times only), airfare (coach class/economy level fare) and hotel room & tax (3 nights).

• Law Firm & Foreclosure Trustee Members – May send up to 3 individuals per firm/company (must be in-house W2 employees).  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 (sponsorship includes a complimentary registration).  May send 3 individuals per sponsoring associate member company (must be in-house W2 employees). Member attendees may bring 1 guest (must be a spouse/significant other), with a la carte pricing.

 

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ALFN Members, Clients and Client Spouses/Significant Others will receive an all access pass when registering, which includes 6 sessions with special guest speakers, meet and greet photo opportunity with celebrity speakers (not available to ALFN Member guests), an individual TDF personality assessment, 2 group breakfasts, 2 group lunches, 2 group dinners, morning yoga or nature walk, and 2 networking activities (Santa Ynez Valley Wine Tour - Vega & Peake Ranch Vineyards, Whale Watching Excursion, Bacara Resort Pool).  Click here for a detailed description of all group networking activities. 

Clients and their Spouses/Significant Others receive complimentary registration, ground transportation (only for shuttles to/from SBA airport at the designated times provided on the registration form), airfare (coach class/economy level fare), and hotel room & tax including the nightly resort fee (3 nights).  
 

• ALFN Law Firm/Foreclosure Trustee Member - $6,900
• ALFN Associate Member - $0 (1 registration included in $15k sponsorship package, must sponsor to attend)
• ALFN Member Spouse/Significant Other - A La Carte Pricing (pay for the meals, sessions and activities they want to participate in, all at the ALFN's cost, no upcharge)
• Client - $0 
• Client Spouse/Significant Other - $0
   

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Adam Goldstein
Founder & CEO
Archer Aviation

Adam is the founder of Archer and has served as its Chief Executive Officer and Chairman of the Board of Directors since the company was listed on the NYSE in 2021. Prior to the go-public transaction, Mr. Goldstein served as the President and CEO of Archer and a member of its board of directors. 

Prior to founding Archer, Mr. Goldstein founded and led Vettery, a software company from November 2012 to December 2019. Vettery counted amongst its key customers Amazon, eBay and JP Morgan. Vettery raised less than $10 million and was sold to the Adecco Group for over $100 million. 

 
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Debbie Foster
CEO
Affinity Consulting

Debbie Foster is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Having worked with law firms and legal departments since 1995, she combines her mix of strategic management and strong leadership skills to help them navigate the ever-changing legal services delivery landscape. Debbie is active in legal industry associations, including the Association of Legal Administrators and the ABA Law Practice Division.

Session Description:
Authenticity is not just a buzzword. It is the cornerstone of modern leadership and vital for building trust and maximizing team potential. This session provides a tool kit for excelling in an environment that encompasses remote work, office settings and a multigenerational workforce. You’ll gain actionable strategies for understanding the motivations of both remote teams and those down the hall. You’ll focus on the essential skill of giving effective feedback — a game-changer for boosting performance and job satisfaction. You’ll also clarify how to craft an inclusive culture that honors generational differences and emphasizes the importance of being an authentic leader.

Objectives:

• Describe the evolving nature of leadership and key changes in leadership expectations and practices over time.

• Demonstrate your ability to adapt leadership styles to effectively lead multigenerational teams.

• Evaluate the impact of effective communication skills on team productivity and morale.

• Analyze the role of authenticity in effective leadership and construct a personalized approach that works for you.

Daymond John
Daymond John has been a phenomenally successful business person for over 25 years. Along his entrepreneurial journey, through his many successes as well as failures, he has learned a few things about getting the best out of business and life. He believes the keys to his success include establishing the right mindset and following a few fundamental principles, which he calls his five "S.H.A.R.K points.” Get ready! Daymond John is going to share his unique goal-setting and achievement strategies, which will empower audience members to make positive changes in every aspect of their lives.

• There will be a meet-and-greet photo opportunity directly following Daymond John's presentation. This is your chance to meet one of the world's greatest entrepreneurs!  Space is limited, so this photo opportunity is only available to ALFN Members, Clients and Client Guests.  Everyone may not receive a photo, as we will have a hard stop at 1 PM.  
• If you ordered a boxed lunch on your event registration form, you may pick up your boxed lunch in the ballroom foyer from 12-1 PM.  If you didn’t order a boxed lunch, there are restaurants available at the resort and in-room dining options.

Traci Klarsfeld (DFt)
Director of Training & Communication Events
TDF People

​Traci has 30 years of corporate training and development experience with an emphasis on team dynamics, group processes and leading and surviving in times of change. Traci has managed operational and professional development training teams, and designed and implemented corporate-wide training initiatives. Her first 10 years of professional work started in the financial industry, specifically credit card – for an amazing ride! Over the last 20 years Traci has been at the heart of training initiatives for the TDF company and integrated the use TDF into her coaching, team development and engagement events. Traci holds a Masters Degree in Organizational Communication from San Diego State. She is the co-author of Introducing TDf: Understanding yourself; understanding others.

Session Description:
TDF – So simple yet surprisingly rich. People are complex, dynamic, and unique… exhausting, demanding and certainly necessary to any company’s on-going success!  In the wonderfully messy complexity of humans, you must navigate through and lead your people forward! TDF is a tool that simplifies the way we look at the interpersonal complexities of people. It shows the value of our differences.  It helps us strategize for the successful use of those differences. 

At the ALFN Executive Leadership Summit, we will focus on your strengths as a leader. We will look at the strengths of other leaders in the room, who differ from you. TDF encourages you to lead with your strengths and plan for your vulnerabilities by borrowing from others!  Come to the leadership summit prepared to play – your way! Sugar Ray Leonard

Whether achieving greatness as an athlete or in the business arena—the same qualities that drive success apply: discipline, focus, determination, preparation, the right attitude and setting fear of the unknown aside. Sugar Ray Leonard makes a powerful case for his principles of success with a sense of humor and a smile that lights up the room. An enormously charismatic figure, Leonard walks the stage telling stories that paint strong pictures for his audience—stories of what it took to reach his dream of Olympic gold, of what it took to get to the top in his professional career—and stay there, and stories of his journey to make the challenging transition from life as an athlete to that of an entrepreneur. Making your dreams come true, staying at the top and dealing with change—all themes that people in every audience will relate to. Sugar Ray Leonard is a masterful speaker whose audiences come away with a renewed enthusiasm and commitment to being the best.

• There will be a meet-and-greet photo opportunity directly following Sugar Ray Leonard's presentation. This is your chance to meet one of the world's greatest sports icons of all time!  Space is limited, so this photo opportunity is only available to ALFN Members, Clients and Client Guests.  Everyone may not receive a photo, as we will have a hard stop at 12:45 PM or once 100 photos have been taken with Sugar Ray Leonard.
• If you ordered a boxed lunch on your event registration form, you may pick up your boxed lunch in the ballroom foyer from 12-1 PM.  If you didn’t order a boxed lunch, there are restaurants available at the resort and in-room dining options.