Schedule

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Saturday, October 21, 2017

Sunday, October 22, 2017

  • Registration

    Location: Level 2,
    Street Level,
    Lobby D

    Registration

  • Committee Meeting

  • Committee Meeting

  • CMB Society Meeting ( Committee Members Only)

    Location: Level 2,
    Street Level,
    Room 103

    Committee Meeting

  • MBA Education Event

  • Committee Meeting

  • Networking Opportunities,

    Special Event,

    mPact Event

    Read more Read less

    Gear up for an action-packed Convention by joining us for a football-viewing happy hour at a local brewery in Downtown Denver! Network with peers and reconnect with some familiar faces before the Convention.

  • Committee Meeting

  • Residential Technology Forum (Closed to Media)

    Location: Level 2,
    Street Level,
    Room 108

    Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Level 2,
    Street Level,
    Room 505

    Press Event

  • SPECIAL SESSION: Digital Disruption - The Future of Work, Skills and Careers in a Digital World

    Location: Level 3,
    Ballroom Level,
    Mile High Ballroom


    Speaker(s)

    Dr. Tracey Wilen , Thought Leader and Speaker and New York Times Best-Selling Author

    Mary Ann McGarry , President, Chief Executive Officer and Partner , Guild Mortgage Company

    David C. Schneider, AMP , Chief Executive Officer , Stearns Lending, Inc.

    Ramon Richards , Senior Vice President, Securitization and Credit Technology , Fannie Mae

    Special Session

    Read more Read less

    Learn how rapid changes in society and technology are revolutionizing the workforce and employment from Dr. Tracey Wilen, prominent researcher and expert on the impact of technology on society, work, and careers. Dr. Wilen's multimedia presentation focuses on 10 trends that impact jobs, 10 new skills that are needed to remain relevant today, and gives advice on how to manage your career and your workforce in a digital world. After her presentation, Wilen is joined by mortgage executives to discuss how her findings apply to our industry and how these leaders are preparing for the future.

    Speaker(s)

    Dr. Tracey Wilen , Thought Leader and Speaker and New York Times Best-Selling Author

    Dr. Tracey Wilen a former visiting scholar at Stanford University, Dr. Wilen has held leadership positions at Apple, HP, and Cisco Systems. She was an adjunct professor for Bay area colleges teaching classes in business, technology and women’s workforce topics. Dr. Wilen has authored 11 books, including her most recent book, Employed for Life, 21st Century Career Trends (2014), and Society 3.0: How Technology Is Reshaping Education, Work, and Society (2012). She has appeared on CNN, Fox, and CBS News, and in the Wall Street Journal, the Chicago Tribune, Forbes, the Los Angeles Times, and USA Today. Dr. Wilen was named San Francisco Woman of the Year and honored by the San Francisco Business Times as the Most Influential Woman in Bay Area Business.

    Mary Ann McGarry , President, Chief Executive Officer and Partner , Guild Mortgage Company

    Mary Ann McGarry is the President, Chief Executive Officer and Partner of Guild Mortgage Company.  Ms. McGarry has been a member of Guild’s Board of Directors since 1988. Ms. McGarry leads the development and execution of the company’s strategic plans and objectives and directs all corporate and subsidiary operations. Ms. McGarry, who began her career with Guild in 1984, has been one of the driving forces in formulating and executing Guild’s financial, operational and technology strategies. She began as a supervisor in Internal Audit and within 3 years was Senior Vice President of Loan Administration and Information Technology. She reorganized the Loan Administration Division and led the development and creation of the proprietary servicing software. She continued developing software applications to increase operational and financial efficiencies as she held a number of other executive positions: Chief Financial Officer, Chief Production Operations Officer, and Chief Operating Officer. Prior to joining Guild, Ms. McGarry was employed by the public accounting firm Peat, Marwick, Mitchell. She was trained as a Certified Public Accountant and serves on the Investment Committee and the Servicing Committee of the Mortgage Bankers Association, and on the FNMA Advisory Council.

    David C. Schneider, AMP , Chief Executive Officer , Stearns Lending, Inc.

    David Schneider, AMP is the Chief Executive Officer of Stearns Lending, Inc.  Mr. Schneider is a seasoned mortgage industry executive with nearly three decades of experience. Most recently, he served as the President of Ditech and Executive Vice President and Chief Operating Officer of Walter Investment Management Corp. He has also previously held positions as President and COO of CitiMortgage, President of Washington Mutual Home Loans, Senior Vice President for Servicing Strategic Initiatives at JP Morgan Chase, and President and CEO of Vericrest Financial.

    Ramon Richards , Senior Vice President, Securitization and Credit Technology , Fannie Mae

    Ramon Richards is Fannie Mae’s Senior Vice President of Securitization and Credit Technology, reporting to the Senior Vice President and Head of Operations and Technology. Richards is responsible for providing corporate leadership, strategic direction, technology support and solution delivery for the securitization, structured transactions, and loan servicing systems in support of the company's business objectives and requirements. Richards is also leading the initiative to integrate Fannie Mae with the Common Securitization Platform being developed by Common Securitization Solutions.  Prior to his current role, Richards was Vice President of Securitization and Credit Technology. He also served as Vice President and Business Information Officer for Finance and Corporate Function Technology, Information Technology Director, and Senior Project Manager. He joined Fannie Mae in 1999.

  • General Session

  • CMB/Future Leaders Reception (By Invitation Only)

    Location: Level 2,
    Street Level,
    Room 610

    MBA Education Event,

    Networking Opportunities,

    Reception

  • Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Monday, October 23, 2017

  • Registration

    Location: Level 2,
    Street Level,
    Lobby D

    Registration

  • VA Working Group (Open to MBA Members; Closed to Media)

    Location: Level 2,
    Street Level,
    Room 108

    Committee Meeting

  • Continental Breakfast

    Location: Level 3,
    Ballroom Level,
    Mile High Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • Press Room (Credentialed Media Only)

    Location: Level 2,
    Street Level,
    Room 505

    Press Event

  • OPENING GENERAL SESSION: Industry Welcome, followed by What's Ahead in the Global Economy?

    Location: Level 3,
    Ballroom Level,
    Mile High Ballroom


    Speaker(s)

    Dr. Mohamed A. El-Erian , Chief Economic Advisor at Allianz, former CEO and Co-CIO of PIMCO

    Rodrigo Lopez, CMB , 2017 MBA Chairman , Executive Chairman, NorthMarq Capital Finance, L.L.C.

    David H. Stevens, CMB , President and Chief Executive Officer , Mortgage Bankers Association

    Betty Liu , Anchor, Bloomberg Television , Chief Executive Officer, Radiate

    David Motley, CMB , 2018 MBA Chairman , President, Colonial Savings, F.A.

    General Session

    Read more Read less

    After an industry welcome by MBA leadership, featured speaker Mohamed El-Erian discusses our current economic path, underpinned by central bank policy experimentation, including the impact on the real estate sector both domestically and globally. He points to signposts around us – rising inequality, sluggish growth, political tensions – and their correlation to volatile financial markets. He dissects continued pressures that warrant radically different monetary policy, and then offers his vision for a renewed global economy, prosperity and financial stability. After his remarks, he is joined by Betty Liu, award-winning business journalist and anchor with Bloomberg Television, for an on-stage interview.

    Speaker(s)

    Dr. Mohamed A. El-Erian , Chief Economic Advisor at Allianz, former CEO and Co-CIO of PIMCO

    Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council, is a columnist for Bloomberg View and a contributing editor at the Financial Times. Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C. Dr. El-Erian has published widely on international economic and finance topics. His 2008 book, When Markets Collide, was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served on the 2014 and the 2015 juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse is scheduled to be published Jan. 26 2016. Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF's Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board.

    Rodrigo Lopez, CMB , 2017 MBA Chairman , Executive Chairman, NorthMarq Capital Finance, L.L.C.

    Rodrigo López, CMB, Chairman of the Mortgage Bankers Association, is the Executive Chairman of NorthMarq Capital, a leading commercial mortgage banking company in the United States. Rodrigo has been actively involved with MBA for three decades. He also currently serves as Chair of the Task Force for a Future Secondary Market. Rodrigo is the immediate past Chairman of MBA's Diversity and Inclusion Committee. He is a former Chairman of MBA's Commercial/Multifamily Board of Governors. He has served on the Association's Board of Directors since 2009, along with a previous stint on the board in 2003 and 2004. Rodrigo was the recipient of MBA's Distinguished Member Award in 2010, MBA's Burton C. Wood Legislative Service Award in 2002, and MBA's Master Faculty Award in 2000. He also received MBA's Certified Mortgage Banker (CMB) designation.

    David H. Stevens, CMB , President and Chief Executive Officer , Mortgage Bankers Association

    David Stevens, CMB is President and CEO of the Mortgage Bankers Association (MBA). Prior to assuming this position, Dave served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD).  Dave has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Dave was President and COO of the Long and Foster Companies.  He is known inside the beltway as a key housing influential; serving as an industry authority on major mortgage finance legislative and regulatory issues. Dave is often quoted in the national media and regularly appears trade media on issues affecting the mortgage and housing markets.  In 2013, Dave received the National Association of Hispanic Real Estate Professionals (NAHREP) Founders Award, presented to individuals that have distinguished themselves by their work in support of sustainable Hispanic homeownership to improve the quality of life for Hispanics in America. He has been named to Bloomberg’s “50 Most Powerful People in Real Estate” list, and twice recognized as one of the “Top 100 Most Influential Real Estate Leaders” by Inman News and named one of Swanepoel REAL ESTATE TRENDS Report’s top ten "Newsmakers" of the year. Most recently, Dave was named to Mortgage Professional America's "The Hot 100 List." Dave received the Certified Mortgage Banker designation in October, 2015.  He currently serves on the Hope Loan Port board of directors, the board of MBA Opens Doors Foundation, MBA's national 501(c) 3 nonprofit organization for philanthropic ventures, and as an advisory board member of the newly formed J. Ronald Terwilliger Foundation for Housing America's Families.

    Betty Liu , Anchor, Bloomberg Television , Chief Executive Officer, Radiate

    Betty Liu is an anchor at Bloomberg Television as well as the founder and CEO of Radiate, a video-based question and answer site based in New York City. The mission is to help today's managers grow into tomorrow's leaders.  Guests include Jack Welch, Gary Vaynerchuk, Arianna Huffington, Mellody Hobson, Adam Grant, Richard Haass and many others. In addition, Liu hosts the Radiate podcast, with over 200,000 listeners, featuring intimate conversations with titans in business. Featured guests include Steve Schwarzman, Charlie Rose, David Stern, Mohamed el-Erian, Sallie Krawcheck and many more.  Liu also anchors the Bloomberg Daybreak Asia program from the NY headquarters.  An award-winning business journalist, Liu regularly interviews influential business, political and media leaders including two former U.S. Presidents - Jimmy Carter and Bill Clinton - as well as Warren Buffett, Carlos Slim, Jamie Dimon, Elon Musk and many others.  Before joining Bloomberg Television, Liu was an anchor for CNBC Asia based in Hong Kong. Prior to that, she was the Atlanta bureau chief for the Financial Times where she covered a wide variety of topics from business to civil rights. Earlier in her career, Liu was the Taiwan bureau chief for Dow Jones Newswires and a Hong Kong-based regional correspondent for the newswire. In 1997, she received a Dow Jones Newswires Award for her coverage of the Asian financial crisis. Liu is also author of the career guide, Work Smarts: What CEOs Say You Need to Know to Get Ahead.

    David Motley, CMB , 2018 MBA Chairman , President, Colonial Savings, F.A.

    J. David Motley, CMB, Chairman-Elect of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. Colonial Savings, a federally chartered thrift institution headquartered in Fort Worth, Texas, maintains a network of eight depository branches and 23 loan production offices, and now services more than $26 billion in residential home mortgages. With more than 36 years in the banking and mortgage finance sector, David oversees the management of consumer/commercial banking; consumer direct, retail and credit union mortgage channels; as well as human resources, legal and marketing functions.

    David has been an active member of MBA for more than two decades. He serves as the 2017 Chairman of MBA's Diversity and Inclusion Committee. He has also served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair. David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards. Dedicated to grassroots advocacy, David has been an active member of the Texas MBA (TMBA) since 1995. With the TMBA, he has served on numerous committees including Government Relations, Convention, TMBPAC, Legislative, and Young Mortgage Bankers. He served on the Board of Directors from 1999-2005.

  • SIDE STAGE in THE HUB Featuring Live Demos and Quick Tips

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D

    HUB Event

  • THE HUB is Open

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D

    Exhibit Hours,

    Networking Opportunities

  • Refreshment Break in THE HUB

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE MEETING SPOT: Q&A with Mohamed El-Erian

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D


    Speaker(s)

    Dr. Mohamed A. El-Erian , Chief Economic Advisor at Allianz, former CEO and Co-CIO of PIMCO

    HUB Event

    Read more Read less

    Speaker(s)

    Dr. Mohamed A. El-Erian , Chief Economic Advisor at Allianz, former CEO and Co-CIO of PIMCO

    Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council, is a columnist for Bloomberg View and a contributing editor at the Financial Times. Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO's portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C. Dr. El-Erian has published widely on international economic and finance topics. His 2008 book, When Markets Collide, was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served on the 2014 and the 2015 juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse is scheduled to be published Jan. 26 2016. Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF's Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board.

  • THE PRESS BOX: Q&A with Betty Liu

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D


    Speaker(s)

    Betty Liu , Anchor, Bloomberg Television , Chief Executive Officer, Radiate

    HUB Event

    Read more Read less

    Speaker(s)

    Betty Liu , Anchor, Bloomberg Television , Chief Executive Officer, Radiate

    Betty Liu is an anchor at Bloomberg Television as well as the founder and CEO of Radiate, a video-based question and answer site based in New York City. The mission is to help today's managers grow into tomorrow's leaders.  Guests include Jack Welch, Gary Vaynerchuk, Arianna Huffington, Mellody Hobson, Adam Grant, Richard Haass and many others. In addition, Liu hosts the Radiate podcast, with over 200,000 listeners, featuring intimate conversations with titans in business. Featured guests include Steve Schwarzman, Charlie Rose, David Stern, Mohamed el-Erian, Sallie Krawcheck and many more.  Liu also anchors the Bloomberg Daybreak Asia program from the NY headquarters.  An award-winning business journalist, Liu regularly interviews influential business, political and media leaders including two former U.S. Presidents - Jimmy Carter and Bill Clinton - as well as Warren Buffett, Carlos Slim, Jamie Dimon, Elon Musk and many others.  Before joining Bloomberg Television, Liu was an anchor for CNBC Asia based in Hong Kong. Prior to that, she was the Atlanta bureau chief for the Financial Times where she covered a wide variety of topics from business to civil rights. Earlier in her career, Liu was the Taiwan bureau chief for Dow Jones Newswires and a Hong Kong-based regional correspondent for the newswire. In 1997, she received a Dow Jones Newswires Award for her coverage of the Asian financial crisis. Liu is also author of the career guide, Work Smarts: What CEOs Say You Need to Know to Get Ahead.

  • GENERAL SESSION: A View from Washington

    Location: Level 3,
    Ballroom Level,
    Mile High Ballroom


    Speaker(s)

    The Honorable Benjamin S. Carson Sr., M.D. , Secretary , U.S. Department of Housing and Urban Development

    The Honorable Melvin L. Watt , Director , Federal Housing Finance Agency

    David Motley, CMB , 2018 MBA Chairman , President, Colonial Savings, F.A.

    General Session

    Read more Read less

    Hear from two top voices for housing in Washington. Secretary Carson shares his priorities for the nation’s housing as they relate to the current administration’s domestic agenda. Director Watt, who has extensive experience leading one of the key government agencies impacting housing, shares his perspective on the state of the industry.

    Speaker(s)

    The Honorable Benjamin S. Carson Sr., M.D. , Secretary , U.S. Department of Housing and Urban Development

    On March 2nd, 2017, Dr. Benjamin S. Carson, Sr., M.D., was sworn in as the 17th Secretary of the U.S. Department of Housing and Urban Development.  For nearly 30 years, Secretary Carson served as Director of Pediatric Neurosurgery at the Johns Hopkins Children’s Center, a position he assumed when he was just 33 years old, becoming the youngest major division director in the hospital’s history. In 1987, he successfully performed the first separation of craniopagus twins conjoined at the back of the head. He also performed the first fully successful separation of type-2 vertical craniopagus twins in 1997 in South Africa.  Dr. Carson received dozens of honors and awards in recognition of his achievements including the Presidential Medal of Freedom, the nation’s highest civilian honor. He is also a recipient of the Spingarn Medal, the highest honor bestowed by the National Association for the Advancement of Colored People (NAACP).  Dr. Carson authored nine books, four of which he co-wrote with his wife Candy. The U.S. News Media Group and Harvard’s Center for Public Leadership named him among “America’s Best Leaders” in 2008.  Dr. Carson and his wife co-founded the Carson Scholars Fund, which recognizes young people of all backgrounds for exceptional academic and humanitarian accomplishments. The Fund is currently operating in 50 states and the District of Columbia, and has recognized more than 7,300 scholars, awarded more than $7.3 million in scholarships, and installed more than 150 Ben Carson Reading Rooms around the country.  Born in Detroit to a single mother with a 3rd grade education who worked multiple jobs to support their family, Secretary Carson was raised to love reading and education. He graduated from Yale University and earned his M.D. from the University of Michigan Medical School.

    The Honorable Melvin L. Watt , Director , Federal Housing Finance Agency

    Melvin L. Watt is the Director for the Federal Housing Finance Agency.  Born in Mecklenburg County, North Carolina on August 26, 1945, Mel Watt was a 1967 Phi Beta Kappa graduate of the University of North Carolina with a BS degree in Business Administration. In 1970 he received a JD degree from Yale University Law School and was a published member of the Yale Law Journal.  Mel practiced law from 1970 to 1992, specializing in business and economic development. He served in the North Carolina State Senate from 1985 to 1986. He served in the U.S. House of Representatives from 1993 to 2014 as a member of the House Financial Services Committee and the House Judiciary Committee. He was confirmed by the U.S. Senate and was sworn in as the Director of the Federal Housing Finance Agency on January 6, 2014.

    David Motley, CMB , 2018 MBA Chairman , President, Colonial Savings, F.A.

    J. David Motley, CMB, Chairman-Elect of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. Colonial Savings, a federally chartered thrift institution headquartered in Fort Worth, Texas, maintains a network of eight depository branches and 23 loan production offices, and now services more than $26 billion in residential home mortgages. With more than 36 years in the banking and mortgage finance sector, David oversees the management of consumer/commercial banking; consumer direct, retail and credit union mortgage channels; as well as human resources, legal and marketing functions.

    David has been an active member of MBA for more than two decades. He serves as the 2017 Chairman of MBA's Diversity and Inclusion Committee. He has also served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair. David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards. Dedicated to grassroots advocacy, David has been an active member of the Texas MBA (TMBA) since 1995. With the TMBA, he has served on numerous committees including Government Relations, Convention, TMBPAC, Legislative, and Young Mortgage Bankers. He served on the Board of Directors from 1999-2005.

  • GENERAL SESSION: Secondary Market Perspectives

    Location: Level 3,
    Ballroom Level,
    Mile High Ballroom


    Speaker(s)

    Donald H. Layton , Chief Executive Officer , Freddie Mac

    Timothy J. Mayopoulos , President and Chief Executive Officer , Fannie Mae

    Christopher M. George , 2018 MBA Chairman-Elect , Founder, President and Chief Executive Officer, CMG Financial

    General Session

    Read more Read less

    Join us for a discussion about doing business in today's secondary mortgage market. The leaders of both Fannie Mae and Freddie Mac will provide updates on the priorities and initiatives within the enterprises and will address a number of industry hot topics, including technology and other trends.

    Speaker(s)

    Donald H. Layton , Chief Executive Officer , Freddie Mac

    Donald H. Layton is chief executive officer of Freddie Mac, a publicly traded company that is one of the largest sources of mortgage financing in the United States, as well as a leader in building a more efficient and effective American housing finance system. As a government sponsored enterprise chartered by the U.S. Congress, Freddie Mac is dedicated to providing responsible access to mortgage credit by purchasing single family and multifamily loans from lenders of all types, benefiting millions of homeowners and renters nationwide.  Layton has over 40 years of experience in financial services and as a corporate leader. He worked for nearly 30 years at JPMorgan Chase and its predecessors, starting as a trainee and rising to vice chairman and member of the three-person Office of the Chairman, retiring in 2004. More recently, from 2007 to 2009 he served as chairman and then CEO of E*TRADE Financial, which he shepherded through the financial crisis. Additionally, Layton has been a member of the boards of several financial services firms and was a senior adviser to an industry association.  In his career at JPMorgan Chase, Layton's responsibilities spanned capital markets and investment banking, consumer banking, and operating services. From 2002 to 2004, he was responsible for Chase Financial Services, the consumer and middle market business, which included the fourth largest mortgage firm in the U.S. He was co-chief executive officer of J.P. Morgan, the investment bank of the company, from 2000 to 2002 and oversaw its entire range of global activities. Prior to the merger of Chase Manhattan and J.P. Morgan in 2000, Layton was responsible for Chase's worldwide capital markets and trading activities, including foreign exchange, risk management products, emerging markets, fixed income, and the bank’s investment portfolio and funding department. As well, he was responsible for Treasury & Securities Services, the operating services unit of the company, from 1999 through 2004.  He served as a senior advisor to the Securities Industry and Financial Markets Association from 2006 to 2008 and serves as chairman emeritus of the board of the Partnership for the Homeless, a nonprofit dedicated to reducing homelessness in New York City, after having been its chair for nearly a decade.

    Timothy J. Mayopoulos , President and Chief Executive Officer , Fannie Mae


    Timothy J. Mayopoulos is Fannie Mae's President and Chief Executive Officer (CEO), and a member of the company's Board of Directors.  Mr. Mayopoulos joined Fannie Mae shortly after it was placed in conservatorship during the financial crisis, and he has played an integral role in the successful recovery of the company. As President and CEO, Mr. Mayopoulos is focused on sustaining Fannie Mae’s efforts to support the U.S. mortgage market and on driving the company's contributions to creating a better housing finance system for the future. Under his leadership, Fannie Mae has made great strides in transferring credit risk to private capital to better protect taxpayers. Fannie Mae is committed to serving its customers and the market with solutions that promote sustainable homeownership. The company is creating new tools – and enhancing its existing foundational resources – to support lenders. Fannie Mae has also continued to play a major role in providing mortgage credit, assisting troubled homeowners, building a strong new book of business, and paying taxpayers for their investment in the company. As of September 30, 2016, Fannie Mae has paid dividends of $151.4 billion to the U.S. Treasury on its investment in the company.  Mr. Mayopoulos brings more than 25 years of experience to his leadership post. He joined Fannie Mae in April 2009 as Executive Vice President, General Counsel, and Corporate Secretary, and in 2010 he was appointed Chief Administrative Officer. Prior to joining Fannie Mae, Mr. Mayopoulos was Executive Vice President and General Counsel of Bank of America Corporation. Previously, he served in senior management roles at Deutsche Bank AG, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette, Inc.

    Christopher M. George , 2018 MBA Chairman-Elect , Founder, President and Chief Executive Officer, CMG Financial

    Christopher M. George, Vice-Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

  • Education and Training Roundtable (Sold Out)

    Location: Level 2,
    Street Level,
    Room 111

    MBA Education Event

    Read more Read less

    This session is at capacity.  

    Training in the “New” Mortgage Industry
    (A Roundtable Discussion for Executives, Department, Heads other Staff Development Stakeholders)

     The Education Department of MBA along with MBA Conference Attendees will conduct a roundtable luncheon discussion on the measureable impact of mission critical training in the “new” mortgage industry.  Attendees will share with other members the investments they are making to roll out the “must-have” training across key organization lines of business.  In addition, attendees will hear about best practices on how organizations are leveraging MBA Education and other training solutions to meet the challenges in:

    ~Loan Production
    ~Underwriting Quality
    ~Loan Administration
    ~Technology
    ~Compliance & Regulations

    We encourage all those that have a vested interest in discovering how properly designed, developed and delivered training can help drive the top line, improve organizational performance, enhance employee retention, and manage risk to attend this valuable session.

  • Live Demo: ibml: Accelerated Mortgage Capture Software

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D

    HUB Event

    Read more Read less

    Watch how this software can save you time, cost and risk by automatically extracting data fields from commonly used mortgage forms and documents.

  • Lunch in THE HUB

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D

    HUB Event,

    Lunch,

    Networking Opportunities

  • New Member Lunch

    Location: Level 2,
    Street Level,
    Room 109

    Member Services Event

  • Live Demo: OnBase By Hyland

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D

    HUB Event

    Read more Read less

    Do you need a better solution for packaging and delivering loans? Do you need an easy solution for consolidating and delivering documents to your customers? Join us to learn how OnBase® makes it easy to bundle and deliver loans to outside entities.

  • Live Demo: SimpleNexus Mobile App for Mortgage Lenders

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D

    HUB Event

    Read more Read less

    Come see how SimpleNexus has created a Mobile Originator, connecting lenders with their borrowers and Realtors in a single, branded mobile platform that is being used by 13 out of the top 25 mortgage lenders today.

  • Live Demo: Freddie Mac Loan Advisor Suite

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D

    HUB Event

    Read more Read less

    See Freddie Mac Loan Advisor Suite® in Action.  Learn how our technology can help you reimagine the mortgage experience to create a better origination process and customer experience. Get a direct view into Loan Product Advisor’s® latest capability, ACE, and how it can save you and your borrowers time and money.

  • Quick Tip: Blockchain: Panacea, Fad, or Potential?

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D


    Speaker(s)

    Joseph E. Dombrowski , Director, Product Management & Chief Mortgage Strategist , Fiserv

    Jason Nadeau , Executive Vice President , Factom

    HUB Event

    Read more Read less

    Separating fact from fiction, industry experts jump right to the heart of the matter with this point/counterpoint blockchain debate.

    Speaker(s)

    Joseph E. Dombrowski , Director, Product Management & Chief Mortgage Strategist , Fiserv

    Jason Nadeau , Executive Vice President , Factom

    Jason Nadeau works with Factom to lead the strategy for the mortgage industry including revenue growth, strategic partnerships and business development strategy. Nadeau comes to Factom from Corsair Associates where as Senior Director he provides strategic consulting to mortgage technology companies. Before Corsair Associates, he served as Group President at Stewart Title and CEO of Stewart Lender Services. Nadeau also served as Founder, President, and CTO of RealEC Technologies (now a Black Knight company) where he and the RealEC leadership team developed the largest Electronic Partner Network for the Mortgage Industry. Prior to RealEC Nadeau served in various technology roles at Wells Fargo Mortgage.

  • Press Event (Credentialed Media Only)

    Location: Level 2,
    Street Level,
    Room 107

    Press Event

  • ONE RESOURCE: BUSINESS SOLUTIONS Mortgage Servicing Rights – Retain or Release

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 1 (located in the Colorado Convention Center)


    Speaker(s)

    Seth D. Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Ben J. Dempsey, CMB, CPA , Executive Vice President and Chief Financial Officer , Colonial Savings and Colonial National Mortgage

    Mark S. Garland , Executive Vice President, Analytics , MoutainView Financial Solutions

    Kevin M. Brungardt , Chief Executive Officer and Director , RoundPoint Mortgage Servicing Corporation

    William Roehrenbeck, CMB , Senior Vice President and Managing Director, MSR Acquisitions , PNC Bank, National Association

    Concurrent Session,

    Business Solutions Track

    Read more Read less

    Learn about the latest market factors influencing whether lenders choose to retain or release mortgage servicing rights, and the related risks and returns. Discussion will include current best execution modes, MSR valuation and marketability, MSR financing options, regulatory issues and overall servicer liquidity and capital challenges. In addition, key operational considerations that are oftentimes unanticipated or overlooked will be discussed.

    Speaker(s)

    Seth D. Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Seth D. Sprague CMB, Executive Vice President of Phoenix Capital, Inc. joined Phoenix in 2013 after more than ten years with SunTrust Mortgage managing their mortgage servicing rights (“MSR”) portfolio valuation process as well as their periodic MSR transactions. Seth’s primary responsibilities at Phoenix include managing bulk and flow MSR transactions and offering strategic advice across Phoenix’s 200 plus clients. In 2017, Seth’s role was expanded to include a more active role in the strategic leadership with Phoenix Analytic Services with an emphasis on developing and providing strategic valuation solutions to meet the needs of clients. Seth has a total of over 20 years of mortgage banking and servicing valuation experience at a variety of firms including SunTrust Mortgage, Bank of America Mortgage, United Financial / Matrix Financial and KPMG LLP.  Seth has served and continues to serve on a number of committees with the Mortgage Bankers Association (“MBA”) including the Financial Management Steering Committee, MBAs Servicing Council for the 21st Century, MBAs BASEL III and the Servicing Compensation Working Group and is a frequent speaker at various MBA conferences. Seth has been an instructor with the MBA’s School of Mortgage Banking Program since 2007, teaching “MSR Day.”

    Ben J. Dempsey, CMB, CPA , Executive Vice President and Chief Financial Officer , Colonial Savings and Colonial National Mortgage

    Ben Dempsey is the Executive Vice President and Chief Financial Officer for Colonial Savings and Colonial National Mortgage. Ben started his career in public accounting with Main Hurdman, KPMG, followed by brief forays into Oil and Gas and Insurance. Ben has spent the last 28 years at Colonial Savings.  A graduate of Texas Christian University with a BA in Business Administration, Ben is a Certified Public Accountant and a Certified Mortgage Banker. He is a member of the Texas Society of Certified Public Accountants and has served on its Financial Institutions Committee. Ben is the incoming Chair of the MBA’s Financial Management Committee.

    Mark S. Garland , Executive Vice President, Analytics , MoutainView Financial Solutions

    Mark Garland is the Executive Vice President of Analytis at MountainView Financial Solutions.  Mr. Garland leads the operations of MountainView’s servicing analytics team, which supports the company’s residential MSR transaction and valuation advisory services. In this role, he oversees the research and modeling of the variables and scenarios affecting the value of MSRs, and he oversees all of the activities involved in bringing clients’ MSR portfolios to market. Before joining MountainView in 1997, Mark served as Vice President of Financial Planning and Analysis at Dovenmuehle Mortgage, Vice President of Portfolio Management at PNC Mortgage, Director of Internal Audit at Source One Financial Services, and Senior Auditor at Peat Marwick.

    Kevin M. Brungardt , Chief Executive Officer and Director , RoundPoint Mortgage Servicing Corporation

    Kevin Brungardt serves as Director and Chief Executive Officer at RoundPoint Mortgage Servicing Corporation. Mr. Brungardt has over 20 years of broad executive leadership experience, managing major functions of the mortgage business at top 5 institutions including international banks and Fannie Mae. Prior to joining RoundPoint, he served as Managing Director for CitiMortgage where he was head of national fulfillment and operations, managing multiple mortgage functions domestically and abroad. He served as Vice President for Fannie Mae for its National Servicing Organization overseeing the largest Counterparties representing over $1T of Fannie Mae’s serviced loan portfolio and related credit risk position. In that role, he also worked extensively with U.S. Treasury and various U.S. Agencies in developing various programs during the housing crises. He still serves on the Fannie Mae advisory board. Prior to Fannie Mae, Mr. Brungardt served as Managing Director for GMAC-RFC responsible for Special Servicing, the Homeownership Preservation Center, Analytics, Strategy and Secondary Marketing.

    William Roehrenbeck, CMB , Senior Vice President and Managing Director, MSR Acquisitions , PNC Bank, National Association

    Bill Roehrenbeck is Senior Vice President and Managing Director of MSR Acquisitions with PNC Bank handling the purchasing of Bulk and Flow portfolios with annual acquisition targets of $30 Billion. Bill began his mortgage banking career at First Commercial Mortgage Company (now Regions Mortgage) in 1973. He served as President and Chief Executive Officer until 1997 when he joined Central Bank and Trust as President. Bill founded Central Mortgage Company in 1997, which was subsequently acquired by the Arvest Bank Group. Bill served as the Chairman and Chief Executive Officer of Arvest Mortgage Company and Central Mortgage Company until January 2015 before joining PNC on January 12, 2015. Bill is also a Master Certified Mortgage Banker.

  • ONE VISION: MARKET OPPORTUNITIES Innovative Approaches to Expand Affordable Housing and Revitalize Communities

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 4 (located in the Colorado Convention Center)


    Speaker(s)

    Cliff Kellogg , Management Consultant , The Financial Services Consulting Group (TFSCG)

    Alazne (Ali) Solis , President and Chief Executive Officer , Make Room Inc.

    Jay Plum , Executive Vice President, Home Lending , The Huntington National Bank

    Julia Gordon , Executive Vice President , National Community Stabilization Trust

    Joseph Hanson , Chief Financial Officer and Executive Vice President, Strategic Initiatives , Indianapolis Neighborhood Housing Partnership

    Donovan Walsh , Management Consultant , The Financial Services Consulting Group (TFSCG)

    Concurrent Session,

    Market Opportunities Track

    Read more Read less

    Learn how lenders can partner with non-profits, government entities, and other community stakeholders to promote innovative strategies to revitalize communities, develop and preserve affordable housing, and create new business opportunities in previously underserved neighborhoods. As part of this discussion, we’ll highlight three case studies - Indianapolis, Denver and Detroit - and share key “lessons learned” for those interested in replicating aspects of these models. The panel will explore the support and resources lenders can tap by working with local officials, foundations, business leaders and non-profits to grow their business and help strengthen communities across the country.

    Speaker(s)

    Cliff Kellogg , Management Consultant , The Financial Services Consulting Group (TFSCG)

    Cliff Kellogg is a Management Consultant at The Financial Services Consulting Group. From 2015 to 2017, Cliff was the White House point person to Detroit, leading the federal government’s response to the City’s housing crisis. Detroit was seeking solutions to the collapse in home values that resulted in a 90 percent decline in single-family mortgages. Cliff organized and led a collaboration of eight banks and ten nonprofit housing counseling organizations that offered a new home loan product -- the Detroit Home Mortgage -- to cover the cost of home renovations above the artificially low appraised values.  Prior to this appointment, Cliff was the Director of the Office of State Small Business Credit Initiative at the US Department of the Treasury. Cliff has worked as Executive Vice President of ShoreBank Corporation and as President & CEO of City First Bank of DC, the City’s first community development bank in the region.

    Alazne (Ali) Solis , President and Chief Executive Officer , Make Room Inc.

    Alazne (Ali) Solis ,President and CEO for Make Room, oversees the areas of the Make Room Campaign. In this position, she develops and advocates policies to advance the development of affordable housing and sustainable communities with the administration, Congress, state and local policy stakeholders and other national industry partners.  Prior to her time with Make Room, Ali advanced Enterprise Community Partner’s wide range of public policy priorities. In the summer of 2008, she led the Save America’s Neighborhoods Campaign, a cross-industry taskforce of more than 100 national organizations that secured $4 billion in the Housing and Economic Recovery Act to stabilize communities struggling in the foreclosure crisis. Ali also played a key role in creating the National Community Stabilization Trust to facilitate the transfer of foreclosed and vacant residential properties from financial institutions and government entities to qualified local housing development partners.  In addition, Ali has testified before the U.S. Congress as well as state and local policy-makers on the issues of housing, banking and tax legislation. She also has developed and maintained strategic alliances with national and local trade associations, regulatory agencies and banking and finance industry partners.  Prior to joining Enterprise, Ali was the legislative director for the congressionally chartered Neighborhood Reinvestment Corporation. She also worked in the private sector for W.R. Grace, AT&T and the Washington Group. She is an INROADS alumnus and a University of Maryland graduate with a dual bachelor’s degree in political science and Spanish.  In addition to her work at Enterprise, Ali was appointed to The Urban Land Institute (ULI) Terwilliger Center for Workforce Housing National Advisory Board; and is a member of the Advisory Board for the Moelis Institute for Affordable Housing Policy at New York University. She has been named to Hispanic Business’ 50 Influentials list. The former president of Women in Housing and Finance, Inc., a professional association of 800 women and men from the housing and financial services industries, she also serves as a bilingual mentor for the Silver Spring Interfaith Housing Coalition.

    Jay Plum , Executive Vice President, Home Lending , The Huntington National Bank

    Jay Plum is Executive Vice President of Home Lending at The Huntington National Bank where he oversees all aspects of originations for mortgage, home equity, unsecured and other consumer lending loans. He also was responsible for Huntington’s consumer loan servicing until recently.  Jay joined Huntington in 2009 as director of consumer lending. Restructuring the group to offer responsive service while maintaining Huntington’s focus on superior credit quality allowed the unit to increase originations in 2010 by more than 30 percent. In 2011, Jay took over the leadership of Huntington’s Home Lending group, which added Mortgage originations and all of servicing to his responsibilities.  Under Jay’s leadership, Huntington has become the top purchase lender in the state of Ohio. Among his other achievements, Huntington recently was ranked the top bank for customer satisfaction with mortgage servicing according to J.D. Power’s 2016 U.S. Primary Mortgage Servicer Satisfaction Survey.  Before joining Huntington in 2009, Jay was president of Home Lending Solutions at RBS Citizens. Focusing on credit and customer service, the group originated more than $10 billion in total loans in 2009 during his final year with RBS Citizens. Mortgage originations more than tripled during that time compared to the 2007 period. Prior to Citizens, he held leadership positions in consumer lending at Provident Bank and Bank One.

    Julia Gordon , Executive Vice President , National Community Stabilization Trust

    Julia Gordon is the executive vice president of the National Community Stabilization Trust, a non-profit organization that aims to restore vacant and abandoned properties to productive use and protect neighborhoods from blight. As a national expert on housing finance, mortgage, and foreclosure issues, Gordon drives NCST’s policy work, which focuses on federal, state and local policies related to neighborhood stabilization, blight and foreclosure prevention. She also oversees the Neighborhood Stabilization Initiative, a program that provides local community development organizations with a “first look” opportunity to acquire Fannie Mae and Freddie Mac REO properties.  Prior to joining NCST, Gordon served as the Senior Director of Housing and Consumer Finance at the Center for American Progress (CAP). Other positions include managing the single-family policy team at the Federal Housing Finance Agency, serving as senior policy counsel at the Center for Responsible Lending, and working in civil legal aid.

    Joseph Hanson , Chief Financial Officer and Executive Vice President, Strategic Initiatives , Indianapolis Neighborhood Housing Partnership

    Joe Hanson, Chief Financial Officer and Executive Vice President of Strategic Initiatives, is responsible for expanding INHP’s financing opportunities beyond traditional lending relationships to include broader capital market options and investment structures to finance affordable housing and community development. In this position, Mr. Hanson engages a diverse range of community partners to identify, develop and implement comprehensive community-based strategic initiatives.

    Donovan Walsh , Management Consultant , The Financial Services Consulting Group (TFSCG)

    Donovan Walsh is a Management Consultant at The Financial Services Consulting Group (TFSCG) and founded the management consulting firm The Financial Services Consulting Group in 2005, supporting his clients manage complex change with over twenty years of experience in financial services, mortgage banking, capital markets, and business change management, along with his experienced team of professional advisors. Recent engagements include leading various local and national community lending and capital structuring efforts for financial institutions, non-profit community development organizations and cities, as well as leading regulatory compliance and enterprise risk efforts within financial institutions, leading strategic growth efforts within the corporate trust area, leading payments and other product innovation efforts for leading financial institutions, leading M&A and integration efforts for leading financial institutions, and managing the regulatory approval and launch of a number of banks internationally. Mr. Walsh was also instrumental in launching a national effort assisting hundreds of communities across the nation with their foreclosure-related neighborhood stabilization efforts through the establishment of a consortium of the leading financial institutions and launch of a non-profit intermediary. Prior experience includes various executive and management roles in the financial services industry, including managing domestic and international expansion efforts, launching new business lines and non-profit organizations, and managing the international expansion for the mortgage finance division GMAC where he also served as the Chief Operating Officer of its consumer mortgage origination division.

  • ONE VOICE: POLICY PRIORITIES Major Issues and Concerns for HMDA Rule Implementation

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 2 (located in the Colorado Convention Center)


    Speaker(s)

    John Haring , Director, Compliance Enablement , Ellie Mae, Inc.

    Richard J. Andreano, Jr. , Practice Group Leader, Mortgage Banking Group , Ballard Spahr LLP

    Dorinda Smith , President and Chief Executive Officer , SunTrust Mortgage, Inc.

    Maurice Jourdain-Earl , Managing Director , ComplianceTech

    Mitchel H. Kider , Chairman and Managing Partner , Weiner, Brodsky Kider PC

    Concurrent Session,

    Policy Priorities Track

    Read more Read less

    On January 1, 2018, just slightly more than two months from the convention, lenders will be expected to collect double the current HMDA data points for mortgage actions under distinctly different requirements. Panelists provide an update on the current the big issues facing companies as they implement the rules and consider the regulatory implications of the new data going forward. Particular attention will be given to the types of testing, training and systems changes that companies should undertake before and after the data is collected and reported

    Speaker(s)

    John Haring , Director, Compliance Enablement , Ellie Mae, Inc.

    John Haring serves as the Director of Compliance Enablement for Ellie Mae® (NYSE: ELLI), a leading provider of enterprise level, on-demand automated solutions for the residential mortgage industry. He is responsible for facilitating the implementation and maintenance of residential mortgage lending compliance and industry changes across Ellie Mae’s various software applications, systems, and residential mortgage loan documents. Prior to joining Ellie Mae, he served as the vice president of compliance for Supreme Lending, and has spent the better part of the last decade supporting banks, lenders and brokers in keeping up with significant regulatory changes impacting the mortgage industry. In 2015 Haring was named one of HousingWire’s Rising Stars in recognition for his accomplishments in helping the industry prepare for implementing “Know Before You Owe”.

    Richard J. Andreano, Jr. , Practice Group Leader, Mortgage Banking Group , 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 Wall Street Reform and Consumer Protection Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Fair Credit Reporting Act (including FACTA), Home Mortgage Disclosure Act, and Gramm-Leach-Bliley Act. He assists clients with preparing for and handling government agency examinations and with regulatory issues, including implementation of the TILA/RESPA Integrated (TRID) disclosure rule, the revisions to the HMDA rules, and compliance with the ability to repay, loan originator compensation, appraisal, escrow and servicing rules. 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.

    Dorinda Smith , President and Chief Executive Officer , SunTrust Mortgage, Inc.

    Dorinda Smith is the SunTrust Mortgage, Inc. President and Chief Executive Officer, effective November 1, 2015. As Chief Executive, Dorinda has responsibility for the financial (P&L) contribution of the Mortgage LOB to SunTrust Banks. She oversees National Sales and Production, Mortgage Risk, Mortgage Operations, Capital Markets, the Mortgage Business Information office, Strategy and Regulatory relations. Nearly 3,000 SunTrust teammates are in the Mortgage organization. The Mortgage segment has more than 800,000 clients in its servicing portfolio, and originates more than 80,000 home loans or refinances each year. Prior to being named President of SunTrust Mortgage, Dorinda was the Correspondent Production Manager for SunTrust Mortgage, Inc. She was responsible for sales and operations for the Correspondent channel. During her tenure in that position, she launched the non-delegated platform to meet the needs of smaller community banks as well as independently owned mortgage companies. Dorinda joined SunTrust Mortgage in 1996, and has also held management roles in the Consumer Direct and Wholesale channels. Before joining SunTrust, Smith managed commercial real estate portfolios for Perpetual Savings Bank in Tysons Corner, Virginia and the Resolution Trust Corporation.

    Maurice Jourdain-Earl , Managing Director , ComplianceTech

    Maurice Jourdain-Earl, Managing Director of CLC Compliance Technologies, Inc. (ComplianceTech) has over 40 years of experience in providing financial services to individuals, businesses, and institutional investors. He has an extensive background in the primary and secondary mortgage market. He has bought, sold and analyzed, banks, mortgage companies, whole loans and mortgage-backed securities. In these capacities he has worked with IDS Financial Services, Continental Illinois National Bank, PMI Securities Co, and Citicorp Mortgage.  In 1992 he co-founded ComplianceTech, a company that provides specialized lending intelligence services to financial institutions, government agencies and non-profit organizations. ComplianceTech is renowned for its expertise in HMDA, CRA and fair lending. Mr. Jourdain-Earl has developed cutting-edge consultative and technological solutions to help clients navigate the regulatory and operational complexities of fair lending, strategic markets, and diversity issues. Mr. Jourdain-Earl has been actively involved in client projects to detect and minimize discrimination in underwriting, pricing and marketing of mortgage, auto and consumer loans and in projects to improve opportunities to lend to minority and low-to-moderate income consumers.  Mr. Jourdain-Earl is a noted author and speaker on lending and banking issues, particularly on HMDA and fair lending practices. Four recent studies: “African-American disparities in Lending: a Complex Problem for FHFA Enterprises and Lenders”, “The Foreclosure Crisis and Racial Disparities in Access to Credit”, “The Demographic Impact of the Subprime Mortgage Meltdown” and “Politics and the Subprime Mortgage Meltdown: An Examination of Disparities by Congressional District, Political Party, Caucus Affiliation and Race” received critical acclaim

    Mitchel H. Kider , Chairman and Managing Partner , Weiner, Brodsky Kider PC

    Mitchel H. Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. In his 35 years as a practicing attorney, Mitch has represented banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters. He represents clients in investigative and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Veterans Affairs, Department of Justice, Federal Trade Commission, Ginnie Mae, Fannie Mae, Freddie Mac, and various state and local regulatory authorities and Attorneys General offices. Mitch speaks frequently on regulatory and litigation matters before trade associations and other industry groups. He is a Fellow of the American College of Consumer Financial Services Lawyers, and a Faculty Fellow of the Mortgage Bankers Association. Mitch is the author of six books pertaining to residential mortgage finance and also has written numerous law review and real estate journal articles on the subject. His most recent books are Consumer Protection and Mortgage Regulation Under Dodd-Frank (West/Thomson Reuters 2017) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2016-2017).

  • RESBOG Meeting (Committee Members Only)

    Location: Level 2,
    Street Level,
    Room 108

    Committee Meeting

  • Quick Tip: MBA Advocacy 1-2-3 for Easy and Effective (and FREE) Political Advocacy

    Location: Level 1,
    Exhibit Level,
    Exhibit Halls C & D


    Speaker(s)

    Alden Knowlton , Director, Political Affairs , Mortgage Bankers Association

    HUB Event

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    It’s can be easy to step up your political engagement locally with your elected officials and nationally by participating in MBA's free grassroots network, the Mortgage Action Alliance (MAA).   Learn to use the MAA mobile app, to recruit colleagues to join MAA, and to set up an effective site visit with your elected officials. 

    Speaker(s)

    Alden Knowlton , Director, Political Affairs , Mortgage Bankers Association

    Alden Knowlton currently serves as the Director of Political Affairs for the Mortgage Bankers Association (MBA) where she oversees the PAC (MORPAC) and Grassroots Advocacy (Mortgage Action Alliance) programs of the association, including the development and execution of an over $2 million/cycle fundraising and federal disbursement plan, direction of all grassroots activities including industry “Calls to Action,” and management of the annual National Advocacy Conference in Washington, D.C. She also serves as one of MBA’s key contacts within the PAC community and political party organizations.  She previously served as the ACRE® (PAC) Manager at the National Rural Electric Cooperative Association (NRECA), where she managed all aspects of the ACRE® and ACRE Co-op Owners for Political Action® outreach programs, serving as lead facilitator for statewide associations and local rural electric cooperatives in the creation of ACRE strategic planning efforts. She planned and implemented an annual ACRE workshop to train local and statewide ACRE staff, ensuring compliance of ACRE programs with federal law, developing innovative strategies for marketing and promoting ACRE at both the national and local cooperative level.

  • Refreshment Break in THE HUB

    Location: Level 1,
    Exhibit Level,
    Exhibit Hall D

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • ONE RESOURCE: BUSINESS SOLUTIONS Building a Culture and Staying Competitive

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 1 (located in the Colorado Convention Center)


    Speaker(s)

    Patricia Arvielo , President , New American Funding

    Keith Polaski , Co-Founder & Chief Operating Officer , Radius Financial Group Inc.

    Dale Vermillion , President and Chief Executive Officer , Vermillion Consulting, Inc.

    Concurrent Session,

    Business Solutions Track

    Read more Read less

    With the mortgage marketplace changing and workforce aging, companies know they need to make internal change to gain a competitive edge. Learn practical and strategic solutions to building, engaging and maintaining a viable and diverse workforce, including loan officers, underwriters, secondary market managers and servicing staff.

    Speaker(s)

    Patricia Arvielo , President , New American Funding

    Patty Arvielo is the President of New American Funding.  Patty started her career from scratch, reaching out of her immediate circle and comfort zone to break into a business when she had no previous experience. Thirty-five years later, she is a nationally recognized business woman; leading a mortgage bank with over 2,300 employees and 140 branches across the nation. She is influencing the real estate finance industry in terms of lending policy initiatives and she rallies for the upward mobility of women in the workplace overall.  To better serve Hispanic communities, Patty spearheaded the Latino Focus Committee within her organization. Their mission is to identify and address challenges Hispanic consumers face in their pursuit of homeownership and to enhance the quality of their lending experience. Her vast experience, commitment and dedication has led to her recent appointment to a 3-year term on the Consumer Advisory Board by the Consumer Financial Protection Bureau (CFPB).  Patty is also on the Diversity and Inclusion Committee and the Consumer Affairs Advisory Council for the Mortgage Bankers Association. She is a former member of the Fannie Mae Affordable Housing Advisory Council and Freddie Mac Community Lender Advisory Board, she currently resides on the Latino Donor Collaborative board. Ernst and Young honored her as a winner for the 2016 EY Entrepreneur of The Year ® Orange County, she won a Silver Stevie® Award for the Woman of the Year category and the LA Times Latinos de Hoy honored her as a 2016 Business Award winner.

    Keith Polaski , Co-Founder & Chief Operating Officer , Radius Financial Group Inc.

    Keith Polaski is a Co-Founder & COO of Radius Financial Group Inc. the Massachusetts-based private mortgage lender in 1999 alongside radius Co-founder and President, Sarah Valentini. With more than 20 years of experience in the mortgage lending industry, Keith has consistently strived to offer a better mortgage experience and has developed radius into one of New England’s premier mortgage banks. Headquartered in Norwell, MA, radius has steadily grown its footprint throughout New England since company inception and currently has 7 satellite offices throughout the region.
    Through his continued dedication to honest, fair lending practices, Keith has garnered radius financial group many of the mortgage lending industry’s most prestigious awards in addition to many of the country’s most coveted small business growth awards. Industry and growth awards include but are not limited to: 7 awards from the 2015 Financial Marketing Awards; inclusion in Banker & Tradesman’s Fast 50 and Best of 2015 lists; recognition as an Out-Performer by Fannie Mae and Freddie Mac; inclusion in the Boston Business Journal’s Pacesetter list as well as Best Places to Work List; numerous placements on Inc. 500|5000’s Fastest Growing Companies and inclusion in the Boston Globe’s Top 100 Places to Work list.  Due to his immense industry knowledge and sterling reputation among individual borrowers, industry members and referral partners alike for quality service and integrity, Keith has presented at the MotivitySolutions User Conference and the Independent Mortgage Bankers Conference in addition to providing industry commentary for local, regional and national media outlets including but not limited to the New York Times, Boston Globe, Boston Business Journal and a recent opinion-editorial for Banker & Tradesman providing insight and expert commentary for the mortgage industry in 2016.  In ongoing efforts to evolve radius financial and its business practices to satisfy the next generation of home buyers, Keith conceptualized and launched his Next Generation Independent Mortgage Broker (Next Gen IMB) program –a 12 week paid program developed to attract millennials to a career in the mortgage

    Dale Vermillion , President and Chief Executive Officer , Vermillion Consulting, Inc.

    Dale Vermillion is one of the foremost leaders of the mortgage industry. For over 20 years he has been sought after internationally as a trainer, speaker and consultant. He has trained over a million mortgage professionals representing over 450 lenders. He is a national consumer advocate, having authored Navigating the Mortgage Maze, and has been featured on national media, including FoxBusiness and countless radio programs. Dale is the creator of the renowned Mortgage Champions OthersFirst® training system – an award-winning program that offers proven, practical and industry-specific sales, service and leadership training. It also includes speaking and consulting services specifically tailored to today’s mortgage market. This system is the exclusive training program for LendingTree University, a best-in-class sales, service and leadership certification program.  Dale has also founded Mortgage Professionals Providing Hope, a for purpose, not-for-profit charity to provide financial assistance to those in need both in the U.S. and abroad

  • ONE VISION: MARKET OPPORTUNITIES The Future of Broker Wholesale and Mini-Correspondent Lending

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 4 (located in the Colorado Convention Center)


    Speaker(s)

    Marina Walsh , Vice President of Industry Analysis , Mortgage Bankers Association

    Benjamin K. Olson , Partner , Buckley Sandler LLP

    Michael Fontaine, CMB , Executive Vice President and Chief Financial Officer , Plaza Home Mortgage, Inc.

    James Modrycki , Vice President, Correspondent Sales , Impac Mortgage Holdings, Inc.

    Brian Vieaux, CMB , Senior Vice President, Third Party Originations , Flagstar Bank, FSB

    Concurrent Session,

    Market Opportunities Track

    Read more Read less

    Originations between wholesale lenders and mortgage brokers waned in popularity following the mortgage crisis, but the channel never disappeared. Today, both independents and depositories foresee opportunity. Hear both the business and legal perspectives on the future of this channel, including practical guidance on crafting wholesale purchase and sale agreements and understanding nuances that will help lenders manage risk and make sound decisions on whether to pursue this market opportunity.

    Speaker(s)

    Marina Walsh , Vice President of Industry Analysis , Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses.  She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers.  She is a frequent speaker at MBA and other industry events and conferences.  Walsh was named to HousingWire's "2016 Women of Influence" list.  The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate.  Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ.

     

    Benjamin K. Olson , Partner , Buckley Sandler LLP

    Benjamin K. Olson is a Partner at Buckley Sandler LLP and a recognized authority in the field of consumer financial protection regulation, bringing deep experience and valuable insights on regulatory and enforcement matters based on his experience as the Deputy Assistant Director for the Office of Regulations at the Consumer Financial Protection Bureau (CFPB), and his work at the Board of Governors of the Federal Reserve System (FRB) and the Federal Trade Commission (FTC). Mr. Olson advises clients on a wide range of matters focusing on compliance with CFPB mortgage and credit card regulations.

    Michael Fontaine, CMB , Executive Vice President and Chief Financial Officer , Plaza Home Mortgage, Inc.

    Mike Fontaine is Executive Vice President and Chief Financial Officer at Plaza Home Mortgage, Inc. Mr. Fontaine is responsible for financial reporting and budgeting, treasury and cash management functions, information and technology systems, warehouse lending, legal, human resources, marketing and communications, strategic planning and project management. Before joining the company in 2004, Mr. Fontaine was the Director of Finance for Enovation Graphic Systems, a subsidiary of Fuji Photo Film U.S.A., Inc. He was responsible for the financial performance of the $100 million Western region business segment. Previously, he was the Chief Financial Officer for Nelson-Keystone , a multi-state graphic arts distribution company that was sold to Enovation in 2003. Mr. Fontaine's career includes several senior financial positions in closely held companies, including a mortgage broker/banker, a clothing manufacturer, a communications and advertising company and a real estate development company. Mr. Fontaine is a Certified Public Accountant and holds the Certified Mortgage Banker designation from the Mortgage Banking Association.

    James Modrycki , Vice President, Correspondent Sales , Impac Mortgage Holdings, Inc.

    Jim Modrycki is a 25+ year veteran of the mortgage industry with the vast majority of his time managing sales and operations serving Third Party Originators, including Bankers, Banks, Credit Unions, Correspondent Lenders and Brokers. Jim also has years of experience from inside a mortgage banker operation, giving him great perspective on what is most important in running a successful mortgage company.  Jim is currently the Eastern Sales Director for Impac Mortgage Holdings, managing a team of sales executives covering all markets east of the Rockies. Given the current climate in our industry, Jim has placed great emphasis in managing sales executive who understand the importance of building relationships with all TPO clients, many who cross the traditional boundaries of being a delegated and non-delegated correspondent as well as a broker.

    Brian Vieaux, CMB , Senior Vice President, Third Party Originations , Flagstar Bank, FSB

    Brian Vieaux is a Senior Vice President of Third Party Originations at Flagstar Bank.  Brian has been with Flagstar Bank since May, 2012 originally leading the Retail Mortgage Origination channels and now leading the Wholesale Lending Channel. Prior to joining Flagstar, Brian was responsible for the Retail and Correspondent Lending Channels at Aurora Bank. Brian spent five years with Indymac Bank, where he held a senior management position in the Correspondent Services Division. Prior to Indymac, Brian was a Division Manager of the Correspondent Lending Channel of Citimortgage. Brian began his mortgage banking career with Source One Mortgage Services Corporation and was part of the integration team assembled after Citimortgage’s acquisition of Source One in 1999. Brian’s experience includes strategy, business development, sales and marketing, compliance, quality control and risk management. He is experienced in building business channels in both large and medium sized companies and has significant experience in all phases of management including sales production management, human resources, administration, operations, risk management, as well as training and development. In 2005 Brian attained the Mortgage Banker’s Association industry designation of Certified Mortgage Banker (CMB). Brian is a former RESBOG member and sits on the Flagstar Bank CRA and PAC committees.

  • ONE VOICE: POLICY PRIORITIES CFPB 2.0: Advancing Consumer Protection

    Location: Level 3,
    Ballroom Level,
    Four Seasons Ballroom 2 (located in the Colorado Convention Center)


    Speaker(s)

    Melissa L. Richards, CMB , Chief Legal and Risk Officer , CMG Financial

    Richard J. Andreano, Jr. , Practice Group Leader, Mortgage Banking Group , Ballard Spahr LLP

    Pete Mills , Senior Vice President, Residential Policy & Member Engagement , Mortgage Bankers Association

    Eric Mogilnicki , Partner , Covington & Burling LLP

    Concurrent Session,

    Policy Priorities Track

    Read more Read less

    Since the Consumer Financial Protection Bureau (CFPB) was created, there has been considerable controversy about its operations including notably its use of "regulation through enforcement." As the CFPB matures as an agency, and with a new Administration, change at the Bureau can be expected. In this session, an expert panel considers how in its next phase “CFPB 2.0” could be improved to better facilitate compliance and protect consumers.

    Speaker(s)

    Melissa L. Richards, CMB , Chief Legal and Risk Officer , CMG Financial

    Melissa L. Richards, CMB as the Chief Legal & Risk Officer of CMG Financial, a residential mortgage banker licensed nationwide, Ms. Richards oversees all Legal matters as well as the company’s Enterprise Risk Management program.  Prior to joining CMG Financial in 2012, Ms. Richards was in private law practice for 22 years, specializing in federal and multistate regulatory compliance and licensing for the financial services industry including all facets of the mortgage banking industry. Ms. Richards is well versed in Consumer Financial Protection Bureau rulemaking, as well as federal and state laws and regulations addressing Fair Lending, Consumer Financial Privacy, and Data Security.  In the past, Ms. Richards has served in leadership for the California Mortgage Bankers Association, both as a three-term Director and as its General Counsel for five years. Ms. Richards was awarded her Certified Mortgage Banker designation by the Mortgage Bankers Association in 2009 and, in 2013, was inducted as a Fellow with the American College of Mortgage Attorneys.
    For 2017, Ms. Richards serves as Co-Chair of the MBA RESBOG Task Force on Regulatory Clarity (CFPB 2.0).

    Richard J. Andreano, Jr. , Practice Group Leader, Mortgage Banking Group , 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 Wall Street Reform and Consumer Protection Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Fair Credit Reporting Act (including FACTA), Home Mortgage Disclosure Act, and Gramm-Leach-Bliley Act. He assists clients with preparing for and handling government agency examinations and with regulatory issues, including implementation of the TILA/RESPA Integrated (TRID) disclosure rule, the revisions to the HMDA rules, and compliance with the ability to repay, loan originator compensation, appraisal, escrow and servicing rules. 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.

    Pete Mills , Senior Vice President, Residential Policy & Member Engagement , Mortgage Bankers Association

    Pete Mills is Senior Vice President of Residential Policy and Member Engagement at the Mortgage Bankers Association (MBA). In this position, he leads MBA's residential policy team and state and local advocacy program, directs MBA's residential member engagement and recruitment efforts, and oversees business development for industry education and professional development programs under the MBA Education brand. Pete is a regular guest speaker on major policy issues.  Mills is an experienced financial services industry executive with 30 years of expertise in public affairs, government relations, public policy and research, all in the housing and mortgage finance arena. Most recently, he served as Managing Director of the Community Mortgage Banking Project, a public policy organization that represents the interests of companies and coalitions involved in the housing and mortgage finance industries.  During his career, Mills lead corporate public affairs for Countrywide Financial, managed trade association policy advocacy for the California Mortgage Bankers Association and the California Association of Realtors, and conducted housing policy research at the Federal Reserve Board.

    Eric Mogilnicki , Partner , Covington & Burling LLP

    Eric J. Mogilnicki is a Partner at Covington.  Combining his experience at the center of public policy debates as Chief of Staff to Senator Edward M. Kennedy, and his more than 20 years of experience advising and representing financial institutions, Eric Mogilnicki focuses his practice on investigations, examinations and enforcement actions by the Consumer Financial Protection Bureau (CFPB), Federal Trade Commission, and prudential regulators. Mr. Mogilnicki served in the Senate when the CFPB was designed, and has been a national leader within the private bar on CFPB issues since the Bureau first opened its doors. His experience spans the lifecycle of interactions with the CFPB and other agencies, from anticipating and managing initial requests for information to the resolution of enforcement actions. Mr. Mogilnicki’s clients include major banks and credit card issuers, federal credit unions, financial technology companies, and national financial trade associations.

  • HUB Event,

    Networking Opportunities,

    Reception

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