Transforming 2020 as a T.E.A.M.

“It’s not about perfect it’s about effort and when you implement that effort into your life, every day that’s were transformation happens. That’s how change occurs, keep going. Remember why you started.”

Annual Associates Meeting

November 14th & 15th, 2019

Please see agenda below:

1. Mission, Vision & Values Statements
2. Meeting Schedule
3. Speaker Bios  

Sarma Mission Statement

To provide business and consumer solutions to enable our customers to make more decisions and mitigate risk. 

Sarma Vision Statement

·     To be the premier provider for information, services and solutions to assist businesses and consumers in risk and asset management.

·     To maintain a culture that encourages, and rewards associates to achieve success and happiness through SARMA values.

·     Continued growth through sound investments and prudent business decisions.

Sarma Values

• Integrity Through Ethical Behavior
• Delivery On The Promise Of Standing Behind Our Products And Services
• Work As A Family Caring Fro Each Others Success 

8:00 am Breakfast The Club at Sonterra

8:30 am Keynote Speaker ~ Dell Demps

9:45 am 15 Min Break

10:00 am One Year Plan ~ Bob Benavides

Division Overviews

10:40 am Financial Update ~ Dawn Harvey

11:10 am Collections Overview ~ Anais Campos

11:40 am Mortgage Overview ~ J. Curtis/T. Duncan

12: 10 am BGS/Tenant Overview ~ R. Sanchez/J, Curtis

Lunch The Club at Sonterra

1:15 pm Compliance in Our Industry Overview ~ Linda Hernandez

1:45 pm Human Resources / Building ~ Esther Sasse

2:15 pm Information System Department ~ Micah Maloney

15 min Break

2:30 pm Economic Outlook ~ Christian Ledoux

3:30 pm Cyber insecurity: We are our link ~ Karen A. Monsen

4:30 pm Adjourn

Dinner Maggiano’s Little Italy @ the Rim

Friday, November 15th, 2019

8:30 am Breakfast The Club at Sonterra

9:00 am Digital Defense: Landscape Overview ~ Mieng Lim

10:00 am Management Reports / Dashboards Reviews ~ D. Harvey/B. Benavides

11:00 am Telesales/Salesforce Overview ~ C. Olivares/N. Benavides

12:00 pm Lunch – The Club at Sonterra

1:00 pm  Awards ~ Executive Managers

Emcees: Nic Benavides & Leo Sanchez