LEAD
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INVITATION-ONLY EVENT - YOU MUST HAVE RECEIVED A PERSONALLY ADDRESSED EMAIL INVITATION DIRECTLY FROM THE ALFN IN ORDER TO REGISTER AND ATTEND THIS EVENT.
LEAD, the annual ALFN Executive Leadership Summit, will provide invited attendees the opportunity to connect with executives 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 discussions 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 continue to 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 that is unlike anything else in our industry!
WHO CAN ATTEND LEAD?
- Clients – Servicers, Investors, Fannie Mae, Freddie Mac, and other invited clients. Intended primarily for client executives who make or significantly influence attorney network and legal services decisions, with exeptions made by ALFN when needed to include other default servicing executives whose participation advances the objectives of the Summit and benefits the ALFN membership. Each client may bring 1 guest. Only clients that receive a personal invitation from the ALFN are eligible to attend. Invitations to attend are non-transferable, and ALFN needs to approve any substitutions before an invite is sent.
- Client & Client Guest Expenses Covered by ALFN – ALFN will cover the expenses for each client and their guest, to include registration fees, ground transportation (for ALFN arranged shuttles from the SVA airport at designated times only), airfare (coach class/economy level fare) and hotel room & tax including the nightly resort fee & tax for the 3 primary nights of the program.
- Client & Client Guest Expenses Covered by ALFN – ALFN will cover the expenses for each client and their guest, to include registration fees, ground transportation (for ALFN arranged shuttles from the SVA airport at designated times only), airfare (coach class/economy level fare) and hotel room & tax including the nightly resort fee & tax for the 3 primary nights of the program.
- ALFN Members – Law Firm/Foreclosure Trustee and Associate members of ALFN. Member attendees may bring 1 guest, with a la carte pricing offered for the guest attendee.
- 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.
- Associate Members – Only associate members that are a sponsor of LEAD for $15,000 may attend. Sponsorship includes 1 comp. registration, and may include a second registration either complimentary or at 50% off, which is determined by the sponsoring associate members 2026 annual sponsorship package status (attendees must be an in-house W2 employee of the associate member company). View the full sponsorship details here.
- 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.
- Guests – Each ALFN Member and Client attendee may bring 1 guest. Guests must disclose during registration whether they are currently employed by, affiliated with, contracted by, or expected to become employed by any organization within the mortgage servicing, default servicing, or creditors' rights industry (including a law firm, foreclosure trustee, mortgage servicer, lender, bank, investor, GSE, vendor, consultant, or other industry service provider). Guest attendees acknowledge that they are attending solely as a guest and not as a representative of any organization. The Guest agrees not to market, advertise, solicit, recruit, conduct business development activities, distribute business materials, or otherwise promote or represent any employer, prospective employer, client, product, service, or company affiliation during the event.
- Client Guests – ALFN will cover the expenses for each client guest, to include registration fees, ground transportation (for ALFN arranged shuttles from the SVA airport at designated times only), airfare (coach class/economy level fare) and hotel room & tax including the nightly resort fee & tax for the 3 primary nights of the program.
- ALFN Member Guests – Must register and pay for the meals, sessions and activities they want to participate in, at ALFN's discounted rate without any upcharge.
- Client Guests – ALFN will cover the expenses for each client guest, to include registration fees, ground transportation (for ALFN arranged shuttles from the SVA airport at designated times only), airfare (coach class/economy level fare) and hotel room & tax including the nightly resort fee & tax for the 3 primary nights of the program.
EVENT PRICING
ALFN Members, Clients and Client Guests will receive an all access pass when registering, which includes 4 sessions with special guest speakers, meet-and-greet photo opportunity with keynote speakers, 2 group breakfasts, 2 group lunches, 1 welcome reception, 2 group dinners, and 2 networking activities.
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ALFN Law Firm/Foreclosure Trustee Member - $6,900
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ALFN Associate Member - Registration included in $15K sponsorship package, must sponsor to attend
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ALFN Member Guest - A La Carte Pricing (pay for the meals, sessions and activities they want to participate in, at ALFN's discounted rate without any upcharge)
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Client - $0
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Client Guest - $0
EVENT SCHEDULE
MONDAY, MARCH 8
Check-in at the ALFN Registration & Information Desk in the Wilson Ballroom Prefunction near the Ballroom to receive your name badge & other items for the conference.
4:00 - 6:00 PM – ALFN Registration & Information Desk – Directors Lounge
5:00 - 6:00 PM – Welcome Cocktail Hour – Somerset Chapel at Montage Palmetto Bluff
TUESDAY, MARCH 9
8:00 AM - 12:00 PM – ALFN Registration & Information Desk – Wilson Ballroom Prefunction
8:00 - 9:30 AM – Breakfast Available (full breakfast provided) – Herbert/Vanderbilt
8:45 - 9:00 AM – Opening Remarks – Herbert/Vanderbilt
9:00 - 10:00 AM – Day 1 Guest Speaker Presentation – Herbert/Vanderbilt
10:00 - 10:15 AM – Refreshment Break – Wilson Ballroom Prefunction
10:15 - 11:15 AM – Day 1 Keynote Speaker Presentation – Herbert/Vanderbilt
11:15 AM - 12:00 PM – Meet-and-Greet Photo Opportunity with Day 1 Keynote Speaker – Wilson Ballroom Prefunction
Activity Conclusion Time (4:30 or 5 PM) until 6:00 PM – Free Time
6:00 - 8:00 PM – Opening Reception & Dinner – Sunrise Lawn
WEDNESDAY, MARCH 10
8:00 AM - 12:00 PM – ALFN Registration & Information Desk – Wilson Ballroom Prefunction
8:00 - 9:30 AM – Breakfast Available (full breakfast provided) – Herbert/Vanderbilt
8:45 - 9:00 AM – Attendee Raffle Prizes (must be present to win) – Herbert/Vanderbilt
9:00 - 10:00 AM – Day 2 Guest Speaker Presentation – Herbert/Vanderbilt
10:00 - 10:15 AM – Refreshment Break – Wilson Ballroom Prefunction
10:15 - 11:15 AM – Day 2 Keynote Speaker Presentation – Herbert/Vanderbilt
11:15 AM - 12:00 PM – Meet-and-Greet Photo Opportunity with Day 2 Keynote Speaker – Wilson Ballroom Prefunction
12:00 - 5:00 PM – Group Networking Activities (prior registration required)
Activity Conclusion Time (4:30 or 5 PM) until 6:00 PM – Free Time
6:00 - 8:00 PM – Closing Reception & Dinner – Moreland Landing (shuttle transportation provided, 2 miles from the resort)
Check-in at the ALFN Registration & Information Desk in the Wilson Ballroom Prefunction near the Ballroom to receive your name badge & other items for the conference.
4:00 - 6:00 PM – ALFN Registration & Information Desk – Directors Lounge
5:00 - 6:00 PM – Welcome Cocktail Hour – Somerset Chapel at Montage Palmetto Bluff
TUESDAY, MARCH 9
8:00 AM - 12:00 PM – ALFN Registration & Information Desk – Wilson Ballroom Prefunction
8:00 - 9:30 AM – Breakfast Available (full breakfast provided) – Herbert/Vanderbilt
8:45 - 9:00 AM – Opening Remarks – Herbert/Vanderbilt
9:00 - 10:00 AM – Day 1 Guest Speaker Presentation – Herbert/Vanderbilt
10:00 - 10:15 AM – Refreshment Break – Wilson Ballroom Prefunction
10:15 - 11:15 AM – Day 1 Keynote Speaker Presentation – Herbert/Vanderbilt
11:15 AM - 12:00 PM – Meet-and-Greet Photo Opportunity with Day 1 Keynote Speaker – Wilson Ballroom Prefunction
- There will be a meet-and-greet photo opportunity directly following the keynote presentation. Everyone may not receive a photo, as we will have a hard stop at 12 PM. These are very quick step-and-repeat photos (5 seconds each), no retakes allowed. Please limit conversations with the keynote speaker, so we can get as many photos taken as possible.
- If you ordered a boxed lunch on your event registration form, you may pick up your boxed lunch in the ballroom prefunction from 11:15 AM to 12 PM. If you didn’t order a boxed lunch, there are restaurants available at the resort and in-room dining options. Check at the ALFN registration desk if you aren't sure if you ordered a boxed lunch, or what type.
Activity Conclusion Time (4:30 or 5 PM) until 6:00 PM – Free Time
6:00 - 8:00 PM – Opening Reception & Dinner – Sunrise Lawn
WEDNESDAY, MARCH 10
8:00 AM - 12:00 PM – ALFN Registration & Information Desk – Wilson Ballroom Prefunction
8:00 - 9:30 AM – Breakfast Available (full breakfast provided) – Herbert/Vanderbilt
8:45 - 9:00 AM – Attendee Raffle Prizes (must be present to win) – Herbert/Vanderbilt
9:00 - 10:00 AM – Day 2 Guest Speaker Presentation – Herbert/Vanderbilt
10:00 - 10:15 AM – Refreshment Break – Wilson Ballroom Prefunction
10:15 - 11:15 AM – Day 2 Keynote Speaker Presentation – Herbert/Vanderbilt
11:15 AM - 12:00 PM – Meet-and-Greet Photo Opportunity with Day 2 Keynote Speaker – Wilson Ballroom Prefunction
- There will be a meet-and-greet photo opportunity directly following the keynote presentation. Everyone may not receive a photo, as we will have a hard stop at 12 PM. These are very quick step-and-repeat photos (5 seconds each), no retakes allowed. Please limit conversations with the keynote speaker, so we can get as many photos taken as possible.
- If you ordered a boxed lunch on your event registration form, you may pick up your boxed lunch in the ballroom prefunction from 11:15 AM to 12 PM. If you didn’t order a boxed lunch, there are restaurants available at the resort and in-room dining options. Check at the ALFN registration desk if you aren't sure if you ordered a boxed lunch, or what type.
12:00 - 5:00 PM – Group Networking Activities (prior registration required)
Activity Conclusion Time (4:30 or 5 PM) until 6:00 PM – Free Time
6:00 - 8:00 PM – Closing Reception & Dinner – Moreland Landing (shuttle transportation provided, 2 miles from the resort)
EVENT DETAILS
March 8-10, 2027
The Montage Palmetto Bluff
Bluffton, SC
REGISTRATION OPENS OCTOBER 30 (only for individuals that received a personal invite to register from the ALFN)
2026 LEAD Summit Attendee List (for reference to see who attended last year)
ASSOCIATE MEMBER PARTNERS
Click here to review sponsorship opportunities (limited to ALFN Associate Members Only), or contact Barbara Steele Adrian.
March 8-10, 2027
The Montage Palmetto Bluff
Bluffton, SC
REGISTRATION OPENS OCTOBER 30 (only for individuals that received a personal invite to register from the ALFN)
2026 LEAD Summit Attendee List (for reference to see who attended last year)
ASSOCIATE MEMBER PARTNERS
Click here to review sponsorship opportunities (limited to ALFN Associate Members Only), or contact Barbara Steele Adrian.
ATTENDEE POLICIES
