MBA's Accounting & Financial Management Conference 2019

Schedule

The schedule below is subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.

1 results
Download Agenda Editable Agenda View Full Agenda

Wednesday, November 20, 2019

  • Sales Costs and Productivity

    Location: Marina Ballroom E


    Speaker(s)

    Richard Andreano, Partner, Ballard Spahr LLP

    Lori Brewer, Founder & CEO, LBA Ware

    Darryl MacNair, CFO, Eustis Mortgage Corporation

    Matt Stokes, Chief Analytics Officer, AmCap

    Breakout Session,

    Residential Track

    Find out about strategies mortgage companies are using to motivate and align loan originators to increase volume while protecting the bottom line. How can companies reset compensation to reward top performers and limit the drag of the low- and non-performers? How can loan-level data help lenders make faster, more informed decisions around rate locks, lender credits and rate reduction requests? And how are lenders taking marketing expenses, assistant salaries and license fees into account when determining LO compensation structures?

    Speaker(s)

    Richard Andreano, Partner, Ballard Spahr LLP

    Richard J. Andreano, Jr., is a Practice Leader of the Mortgage Banking Group at Ballard Spahr, and a member of the Consumer Financial Services Group. He has devoted over 30 years of practice to financial services, mortgage banking, and consumer finance law.  Rich advises the mortgage and settlement service industries on regulatory compliance and related matters, including issues concerning the Dodd-Frank Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Fair Credit Reporting Act, Home Mortgage Disclosure Act, and Gramm-Leach-Bliley Act.  He assists clients with government agency examinations and with regulatory issues, including loan originator compensation matters, affiliated business arrangement and other RESPA matters, and TRID, HMDA, ability to repay matters.  Rich is the author of the MBA Compliance Essentials Loan Originator Compensation Rule Resource Guide™ and co-author of the MBA Compliance Essentials TILA/RESPA Integrated Disclosure (TRID) Resource Guide™.

    Lori Brewer, Founder & CEO, LBA Ware

    Lori Brewer is an accomplished entrepreneur and technology leader who has manifested her forward-thinking visions into the development of award-winning fintech applications including CompenSafe™, the premier incentive compensation management platform and LimeGear™, a revolutionary business intelligence platform. As an officer in the U.S. Air Force, she designed an inaugural website for the C-130 Hercules, organizing and presenting crucial information for troops around the globe. As a civilian software developer, she was hired by a mortgage lender and found similar challenges: disorganized and disparate data, a clear need for improved processes, and the opportunity to show high returns on technology investments. Now with over 20 years of mortgage banking experience, Brewer is an indispensable technology leader in the industry founder and CEO of LBA Ware™, an Inc. 5000 company, and recipient of the prestigious Tech All-Star award by the Mortgage Bankers Association. For more information on LBA Ware, visit lbaware.com.

    Darryl MacNair, CFO, Eustis Mortgage Corporation

    Darryl joined Eustis Mortgage in November 2016, bringing with him over 20+ years of Financial Services experience with a main concentration in the Mortgage Banking and Servicing areas. He held various senior level and C level positions with a focus in the Finance and Accounting departments but brings production and operational expertise to meet Companies profitability goals. He graduated from Northeastern University with a BSBA majoring in Accounting in 1996.

    Matt Stokes, Chief Analytics Officer, AmCap

    Matt Stokes is the Chief Analytics Officer of AmCap Mortgage, Ltd., a mortgage bank and direct residential mortgage lender based in Houston, Texas.  AmCap has been voted by our own employees as a top place to work for nine years in a row. In addition to being named a top workplace for nine years running, AmCap was also named as one of Houston’s Fast 100, a recognition awarded to the city’s fastest growing companies, by the Houston Business Journal for the last three years. With 18 years in the mortgage industry and twelve years at AmCap, he has been invaluable in the growth and financial health of AmCap Mortgage.

    Matt received a BA in Accounting from Sam Houston State University and was awarded the Who’s Who Among Students in American Universities & Colleges.

Our Sponsors

Platinum

Gold

Silver

Bronze

Host