FIPCO Compliance Concierge™ Software Loan & Mortgage Forum

The 2026 FIPCO® Forum: Loan and Mortgage will be held Thursday, September 17, 2026, with an optional pre-forum "Meet and Greet" networking reception the night before on Wednesday, September 16 that will give attendees the opportunity to meet with members of the FIPCO® Software User Committee and staff, along networking opportunities with other software users. 

This year's forum has multiple guest speakers along with Compliance Concierge™ sessions that include tips, tricks, and FAQs that will be designed for both new and experienced users. Don't forget to bring your questions as there will be a Share and Compare session that will allow attendees to interact with their peers.

Forum presentation will include: 

• What's New in Compliance Concierge™ Over This Past Year?
• Compliance Concierge™ Tips, Tricks, and FAQs
  • We will reveal popular support questions along with divulging the tips and tricks from the Support Team 
• Submit questions to WBA Legal during your registration as there will be time for questions and answers 
• Lessons Learned from the Field, Jeff Schmid, Senior VP Compliance and Management Services of FIPCO 
• Share, Compare, and Ask Questions to Other Financial Institutions
  • Sessions led by FIPCO® Committee Members
  • Submit questions/topics during your registration that you would like added to the discussion list
• Best Practices When Selling a Mortgage, Julie Pearson of Merchants Bank
• And More

Registration:   Click here to register.
The registration fee of $299 per attendee includes forum entry, electronic materials, lunch, refreshment breaks, and access to the optional pre-conference networking event! 

TEAM PRICING! Users that have more than 1 attendee will receive team pricing! Your second and beyond attendee will receive a $25 discount. Registrations for the full group must be entered at the same time to receive the team pricing discount.

A separate email will follow registration that will include more detailed information for the event.

Cancellation Policy: Requests for refunds for registrations will be provided for cancellations received on or before September 2, 2026, less a $100 administrative fee.

Cancellations must be submitted in writing via email to fipcotraining@fipco.com. 
An attendee's registration information can be edited at anytime, please email fipcotraining@fipco.com.

Hotel Accommodations: Glacier Canyon Lodge at the Wilderness Resort, FIPCO Room Block Rate cannot be guaranteed after August 17, 2026 deadline or once the block is full.  

Room rate is $119, plust $35 resort fee. 

Guests can call 800-867-9453 and state they are with the WBA FIPCO Compliance Concierge Software Forum at Glacier Canyon Lodge - Leader #: B49811.

Questions: Please direct your questions to FIPCO's Training team at 800-722-3498 or via email.