MBA Annual

2019 Schedule

Schedule 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.

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Monday, October 28, 2019

  • THE DISCOVERY STAGE: Spotlight Session - MLO Temporary Authority - What You Need to Know

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Bill Young, Vice President of NMLS Business Services, Conference of State Bank Supervisors (CSBS).

    Lisa Tinsley, Director of NMLS Business Services, Conference of State Bank Supervisors (CSBS)

    Read more Read less

    The federal law implementing mortgage loan originator temporary authority goes into effect on November 24, 2019. Learn what loan originators and state-regulated companies need to know in order to be ready to take advantage of this important new opportunity.

    Speaker(s)

    Bill Young, Vice President of NMLS Business Services, Conference of State Bank Supervisors (CSBS).

    Bill Young is currently the Vice President of NMLS Business Services at the Conference of State Bank Supervisors (CSBS). Mr. Young is responsible for a team that works with state and federal regulatory stakeholders, as well as industry licensees and advisory groups, to create policies and practices that direct NMLS operations.  Prior to joining CSBS, Mr. Young spent more than twenty years at Freddie Mac and five years in government contracting at the Federal Deposit Insurance Corporation (FDIC) and the Federal Financing Bank (FFB). Throughout his career he has also worked with federal regulators such as Consumer Financial Protection Bureau (CFPB), Office of Federal Housing Enterprise Oversight (OFHEO), US Department of Housing and Urban Development (HUD), the Federal Housing Administration (FHA), and the Government Accountability Office (GAO).

    Lisa Tinsley, Director of NMLS Business Services, Conference of State Bank Supervisors (CSBS)

    Lisa Tinsley is currently a Director of NMLS Business Services at the Conference of State Bank Supervisors (CSBS). Ms. Tinsley, along with other members of the Business Services Team works with state and federal regulatory stakeholders, as well as industry licensees and advisory groups, to create policies and practices that direct NMLS. Prior to joining CSBS, Ms. Tinsley spent ten years as a Maryland State Regulator with the Department of Labor, Licensing, and Regulation. During her tenure there, she worked in several units including; Licensing, Banking, and Non-Depository Operations. Ms. Tinsley has a Law Degree from the University of Baltimore, School of Law and a Bachelor’s Degree in Political Science from Salisbury University.

  • THE DISCOVERY STAGE: Spotlight Session - Solving Common Credit Questions

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Joanne Gaskin, AMP, Vice President, FICO

    HUB Event

    Read more Read less

    Get tips and tools to build loyal relationships with consumers through the credit process. Topics include affordability scenario planning, evaluating mortgage readiness and more.

    Speaker(s)

    Joanne Gaskin, AMP, Vice President, FICO

    Joanne Gaskin oversees the FICO Scores regulatory practice and is responsible for the strategic direction of FICO’s analytic solutions and partnerships serving the mortgage industry and capital market space. In her role, she works globally in partnership with financial institutions and regulatory agencies to support making better decision to drive growth, profitability and customer satisfaction.

    She is driven by the positive impact that FICO makes on the lives of consumers by working collaboratively with the financial services industry. With more than 25 years in financial services, she has led analytic and product development efforts which has led to several patents being awarded for new analytic methodologies. Prior to joining FICO, she served as President and CEO of Auto Club Trust FSB, and Executive Vice President with Michigan National Bank.

  • Refreshment Break in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • Residential Board of Governors (RESBOG) Meeting (By Invitation Only)

    Location: Fairmont Hotel,
    Level 5,
    Manchester Ballroom B

    Committee Meeting

  • HUB Event

    Read more Read less

    Learn how an online marketing platform can grow your sales pipeline through automation and personalized, one-to-one marketing campaigns.

  • THE DISCOVERY STAGE: Product Showcase - LoanComplete™

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event

    Read more Read less

    See how artificial intelligence and automation technologies can help lenders handle increasing amounts of data, under tight deadlines, faster and with higher quality results – getting lenders to the finish line faster.

  • Committee Meeting

  • INNOVATION AND TECH TRACK: Banding Together for the Borrower Experience of the Future

    Location: Level 4,
    Room 16


    Speaker(s)

    Thomas L. Wind, Executive Vice President, Consumer Lending, U.S. Bank

    Timothy J. Mayopoulos, President, Blend

    Henry Cason, Senior Vice President and Head of Digital Products, Fannie Mae

    Breakout Session,

    Innovation and Tech Track

    Read more Read less

    Learn how collaborative solutioning is creating first-of-its-kind capabilities in the mortgage process, with improved borrower experiences and increased transparency with the help of validated data and automated decisioning. Join Blend President Tim Mayopoulos, U.S. Bank EVP Tom Wind, and Fannie Mae SVP and Head of Digital Products Henry Cason for a discussion on partnership tips and best practices, aligning on vision and strategy, and testing and implementing new solutions to drive widespread adoption of revolutionary solutions. The speakers will also outline the path lenders can take to realize business value and consumer delight as we continue to build better experiences.

    Speaker(s)

    Thomas L. Wind, Executive Vice President, Consumer Lending, U.S. Bank

    Tom Wind serves as an executive vice president at U.S. Bank where he leads the company’s Consumer Lending organization, which includes its Home Mortgage, Direct Lending, Warehouse Lending and Dealer Services lines of business. He was appointed to this role in January 2019.  Providing nationwide lending of mortgage and auto loans, Consumer Lending businesses funded over $57 billion in 2019.  Prior to his current role, Tom served as president of U.S. Bank Home Mortgage since he joined U.S. Bank in January 2016. He is a 25-year veteran of consumer lending and has held executive leadership roles at EverBank Financial Corporation, Lehman Brothers, JP Morgan Chase and Citi.  He is a member of the board of directors of the Grace Hill Settlement House, and is serving as chairman of the Housing Policy Council, a non-profit organization working to promote the interests of members of the mortgage and housing marketplace industries.

    Timothy J. Mayopoulos, President, Blend

    Tim Mayopoulos is the President of Blend, a Silicon Valley technology company propelling the $40 trillion consumer banking industry into the digital age through partnerships with banks, lenders, and other technology providers. Before joining Blend in 2019, Tim served as President and CEO of Fannie Mae for more than six years. Under his leadership, the company returned to sustained profitability, delivered more than $167 billion in dividends to taxpayers, and introduced new technologies to the housing finance system to make mortgage lending faster, safer and more transparent.  Tim has had a long career in financial services. He served as the General Counsel of Bank of America for five years, and held senior roles at Deutsche Bank, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette. Tim serves on the boards of directors of LendingClub, the largest online marketplace lender, and SAIC, a technology integrator for the civilian, defense and national security agencies of the federal government.

    Henry Cason, Senior Vice President and Head of Digital Products, Fannie Mae

    Henry Cason is Fannie Mae’s Senior Vice President and Head of Digital Products, reporting to the Executive Vice President – Single-Family Business. Cason oversees the design, development, and launch of Single-Family’s digital products and services across the residential mortgage loan life cycle. He is also responsible for fostering the integration of Fannie Mae’s technology and business infrastructure with that of its customers, enabling them to grow and create value in the marketplace.  Cason leads the integration of Single-Family product development in mortgage origination and underwriting, loan acquisitions, conduit and capital markets business, and servicing and asset management portfolios. In this role, he aligns information technology with business priorities, and leads digital transformation of the company’s offerings in the marketplace to drive deep and lasting customer relationships.  Prior to his current position, Cason served as Fannie Mae’s Chief Data Officer, overseeing the direction of transformation, governance, and consolidation of data across the company’s technology and ensuring delivery of business value for all data-related investments. He provided strategic direction for the company’s data initiatives, managed and modernized existing warehouses, advanced business intelligence and analytics capabilities, established and managed data innovation practices, and served as a clearing house for external data acquisitions while driving industry standards.  Cason joined Fannie Mae in 1993 as a Technology Analyst in the eBusiness Division. Prior to that, he served as an analyst for MCI, Sprint International, and Computer Sciences Corporation.

  • MARKET OPPORTUNITIES TRACK: Don’t Miss a Beat – Win the Purchase Conversion Game in 2020

    Location: Level 4,
    Room 17


    Speaker(s)

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Patricia Arvielo, Co-Founder and President, New American Funding

    Julian Hebron, Founder, The Basis Point

    Josh Lehr, Industry Development Manager, Mortech, a Zillow Group

    Breakout Session,

    Market Opportunities Track

    Read more Read less

    This year taught us that customer acquisition is just the tip of the iceberg in terms of success in the purchase market. Today’s always-online customers are picked off constantly even after pre-approval. This can’t-miss session with top customer acquisition and conversion leaders will teach you how to protect and grow your purchase market share and develop strong customer relationship management practices for your target markets.

    Speaker(s)

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Joe Welu is the Founder and CEO of Total Expert, which he started in 2012 in the basement of a real estate office. Fast forward to 2019 and Total Expert is backed by some of the leading venture capital firms in Silicon Valley and has been named the fastest growing software company in the Midwest by the Inc. 500. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.

    Patricia Arvielo, Co-Founder and President, New American Funding

    Patty is an award-winning entrepreneur and the co-founder/President of New American Funding. A first-generation Latina, she leverages more than 36 years of experience in the mortgage industry to lead the company’s sales and operations efforts. In addition, Patty created the company’s Latino Focus and New American Dream initiatives to improve the home lending experiences for Latino and African-American homebuyers. Patty is also a popular keynote speaker for mortgage events across the nation. She is on numerous committees, including for the National Association of Hispanic Real Estate Professionals (NAHREP) and the Housing Counseling Federal Advisory Committee (HCFAC). She frequently visits Washington, D.C. to lobby for the industry and homeowners. Ernst & Young recognized Patty as 2016 EY Entrepreneur of The Year® Orange County.

    Julian Hebron, Founder, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales & strategy consultancy for finance & real estate companies, and a financial media brand for consumers. Over the last 20 years, he's served in executive sales and marketing roles at UBS, Wells Fargo, loanDepot, and LendUS (formerly RPM Mortgage). Julian is known for bringing clear thinking and modern strategies to help companies maximize technology impact, elevate salespeople, and lead the way in this disruptive era.

    Josh Lehr, Industry Development Manager, Mortech, a Zillow Group

    As the Industry Development Manager at Mortech, Mr. Lehr evaluates and oversees relationships with mortgage technology partners for Mortech and Zillow Group. For the past 5 years, Josh has been involved in many phases of the Mortech business including API implementations, compliance, product management and opportunity assessment. Prior to joining  Mortech, Josh worked as a developer and project manager for a top 10 Visa card issuer working to implement new hardware and software solutions such as SMS messaging, CRM, IVR, and credit approval automation.

     

  • POLICY TRACK: What's Trending in Enforcement

    Location: Level 4,
    Room 18A


    Speaker(s)

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

    Michelle L. Rogers, Partner, Buckley LLP

    Peter Macdonald, Executive Vice President and General Counsel, loanDepot.com LLC

    Breakout Session,

    Policy Track

    Read more Read less

    An expert panel brings you up to date on key federal and state enforcement trends and what can be expected in the election year to come and afterwards, and how lenders are likely to be affected.

    Speaker(s)

    Mitchel H. Kider, 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.  Mitch represents banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters.  He defends 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 2018) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2017-2018).

    Michelle L. Rogers, Partner, Buckley LLP

    Michelle L. Rogers represents institutions in a wide range of litigation matters, including government enforcement actions, class action litigation, regulatory examinations, and internal investigations.
    A Partner in the Washington, D.C., office of Buckley LLP, Ms. Rogers has represented clients in matters involving the Department of Justice (DOJ); the Consumer Financial Protection Bureau (CFPB); federal and state bank regulators; the Department of Housing and Urban Development (HUD); the Department of Veteran Affairs (VA); the Federal Housing Finance Agency (FHFA); the Government National Mortgage Association (Ginnie Mae); and state attorneys general, and in cases involving the False Claims Act (FCA); Program Fraud Civil Remedies Act (PFCRA); Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA); Truth in Lending Act (TILA); Fair Housing Act (FHAct); Equal Credit Opportunity Act (ECOA); Civil Rights Act; Community Reinvestment Act (CRA); and unfair, deceptive, or abusive acts or practices (UDAP and UDAAP) statutes under the Dodd-Frank Wall Street Reform and Consumer Protection Act, Section 5 of the Federal Trade Commission (FTC) Act, and various state laws. She also has extensive experience managing complex discovery and production issues, including using advanced analytics.

    Peter Macdonald, Executive Vice President and General Counsel, loanDepot.com LLC

    Peter Macdonald serves as Executive Vice President, General Counsel for loanDepot. In this role, Macdonald oversees all legal, regulatory, licensing, compliance and litigation matters for the Company, ensuring that loanDepot develops and maintains the necessary oversight and protection to exceptionally serve its customers, employees and investors. Macdonald is looked at as an industry leader in the areas of litigation, CFPB readiness and borrower, investor, and federal & state agency strategic communication. His foresight and execution of best-in-class corporate governance practices has helped provide the foundation to fuel loanDepot’s dramatic year-over-year growth.  Macdonald has experience in the execution of acquisitions, as well as in organizational restructuring, both inside and outside the lending industry. Before joining loanDepot, Macdonald served as Vice President and Secretary, General Counsel for Home Loan Center and Lending Tree Loans. Macdonald also gained wide respect for his past work as a prosecutor while Deputy City Attorney for the City of Anaheim.

  • THE DISCOVERY STAGE: Spotlight Session - LinkedIn Tips and Tricks

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions LLC

    HUB Event

    Read more Read less

    Increase your connections and find opportunity! Learn five great practices to boost your presence directly from a LinkedIn coach.

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions LLC

    A New Englander, Debbie Wemyss (weemz) currently lives in South Florida having enjoyed a 35-year career in PR, marketing, and fundraising for corporations and nonprofits. She Founded DW Consulting Solutions LLC in 2011 to fill a void in social media, offering expert coaching on using LinkedIn as a powerful branding and marketing tool.  Having coached over 750 individual professionals in 24 countries and hundreds more through workshops and speaking engagements, Ms. Wemyss is passionate about the marketing power of the world’s largest professional networking site.  Her firm focuses on offering customized LinkedIn Coaching for Corporations, Individual Professionals, Professionals in Transition in addition to Live Webinars and Speaking Engagements. An active volunteer with SCORE (Palm Beach and Broward Florida chapters), Ms. Wemyss and her team also coach entrepreneurs and startups. Partnering with area colleges, DW Consulting Solutions advises college students about the importance of developing a LinkedIn Network long before they seek their first job, post-graduation. She is active in several networking organizations,

  • Networking Reception in THE HUB: Keep Austin Social

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Reception

  • MAA/MORPAC Event,

    Networking Opportunities,

    Reception

  • MBA Opens Doors Foundation Donor Reception (By Invitation Only)

    Location: Fairmont,
    Level 7,
    South Palm Court

    Networking Opportunities,

    Reception

Tuesday, October 29, 2019

  • Committee Meeting

  • Registration

    Location: Level 1,
    Solar Atrium

    Registration

  • Continental Breakfast

    Location: Level 4,
    Ballroom D Foyer

    Breakfast,

    Networking Opportunities

  • Gravitas New York

    Location: Level 1,
    Solar Atrium

    Special Event

  • Member Engagement Suite

    Location: Level 4,
    Room 15

    Member Services Event

  • Press Room (Credentialed Media Only)

    Location: Level 4,
    Room 14

    Press Event

  • General Session: Politics Today - Key Issues Facing Our Nation

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Governor Chris Christie, Governor of New Jersey (2010-2018)

    Governor Terry McAuliffe, Governor of Virginia (2014-2018)

    Margaret Brennan, Host of CBS News’ Face the Nation and CBS News’ Senior Foreign Affairs Correspondent

    Barrett Burns, President and Chief Executive Officer, VantageScore Solutions, LLC

    General Session

    Read more Read less

    Margaret Brennan, Host of CBS’ Face The Nation, brings to the MBA stage her trademark unbiased, big-picture look at the issues that matter most to Americans.  Brennan will skillfully moderate a timely discussion on the events of the day that are remaking culture, politics, and the global economy with former Governors’ Chris Christie and Terry McAuliffe. With the 2020 election in full swing there will be no shortage of opinions, insights and opposing perspectives which will make this session riveting.

    Speaker(s)

    Governor Chris Christie, Governor of New Jersey (2010-2018)

    Chris Christie was inaugurated as the 55th Governor of the State of New Jersey on January 19, 2010. He was re-elected with 60% of the vote in November of 2013 and served two terms as Governor. He left office in January of 2018.  During his time in office, Governor Christie emphasized the issues of fiscal responsibility, pension and health benefit reform, education reform and the opioid crisis gripping his state and the nation. His March 2017 law restricting opioid prescriptions led to a 26% reduction in those prescriptions in its first year. He also devised the state’s groundbreaking response to Superstorm Sandy, leading the rebuilding of the state’s housing, infrastructure and public schools and setting a bi-partisan example for storm recovery. Governor Christie was a leader among his colleagues as Governor. He was elected Chairman of the Republican Governors Association in 2014, leading the organization to a record fundraising effort and the election of 31 Republican Governors. This was after he served as Vice-Chairman of the RGA in 2012. He also was elected to the Executive Committee of the National Governors Association and served from 2010-2013. On March 29, 2017, President Donald J. Trump appointed Governor Christie as Chairman of the President’s Commission on Combating Drug Addiction and the Opioid Crisis. Governor Christie led the Commission on a seven-month investigation of this issue, holding hearings around the country. The Commission issued an interim report on July 31, 2017 and a final report on November 1, 2017. The reports contained more than 65 substantive recommendations, all of which were adopted by President Trump. Prior to his service as Governor, he served as the United States Attorney for the District of New Jersey from January 2002 to December 2008. He was nominated by President George W. Bush on December 7, 2001 and unanimously confirmed by the United States Senate on December 20, 2001. As the chief federal law enforcement officer in New Jersey for seven years, he led the fight on terrorism in the post9/11 period, increased resources to fight gang violence, gun crimes and political corruption. His office brought 130 cases prosecuting political corruption at all levels of New Jersey government and never lost a case. He served as one of seventeen U.S. Attorneys on the Attorney Generals Advisory Council in Washington, DC.  He was in the private practice of law from 1987-2001 specializing in corporate law, securities matters and appellate advocacy. He graduated from the University of Delaware with a B.A. in Political Science in 1984. He was awarded a Juris Doctor degree by Seton Hall University School of Law in 1987. He is admitted to the Bar of the State of New Jersey, the U.S. District Court of New Jersey and the United States Supreme Court.  He is now a Senior Legal and Political Commentator for ABC News and the Managing Member of the Christie Law Firm and Christie 55 Solutions, LLC in Morristown, NJ.

    Governor Terry McAuliffe, Governor of Virginia (2014-2018)

    In November 2013, Terry McAuliffe was elected the 72nd Governor of Virginia. As Governor, McAuliffe focused on equality for all Virginians, enhancing quality of life, and building a new diversified economy that made economic opportunity a right, not a privilege. To keep Virginia competitive, McAuliffe implemented major economic development initiatives designed to strengthen the Commonwealth’s pro-business climate, ensure efficient investment in world-class infrastructure and develop a 21st century workforce capable of meeting the needs of emerging businesses and industries. As Governor, McAuliffe conducted a record 35 trade missions to dozens of countries, personally delivering Virginia’s calling card to business leaders around the globe. As a result, hundreds of thousands of jobs were created and more than $20 billion in capital investment to communities across the Commonwealth, which was billions more than any previous governor. He oversaw the unemployment rate dropping from 5.4% to 3.6% and initial unemployment claims fell to a 44 year low. Personal income rose 12.3% during his term of office. Protecting the rights of all Virginians was always a top priority for McAuliffe. He successfully vetoed a record 120 bills that would have taken Virginia backwards. In doing so, McAuliffe protected women’s access to health care, Virginia’s world-class education system, the environment, the integrity of our electoral system and kept more guns off the streets. He made unprecedented progress on the restoration of civil rights to rehabilitated felons who had completed their sentences and paid their debt to society. During his tenure, McAuliffe restored the rights of more than 173,000 Virginians, more than any other governor in U.S. history. During the McAuliffe administration, the Department of Juvenile Justice reduced its population in state-operated Juvenile Correctional Centers by nearly two-thirds. Virginia achieved the lowest adult recidivism rate in the nation in 2016 and maintains that position today. McAuliffe won bipartisan support for an historic $1 billion investment in public education and higher education, the most in Virginia history. As a result of his actions, students saw the lowest tuition increase in 15 years. He also successfully secured passage of a law establishing a pay-for-performance workforce training program, the first of its kind in the country. Virginia became the first state in the nation to adopt computer science and computational thinking standards in its K-12 curriculum. McAuliffe also took the lead in rebuilding Virginia’s aging infrastructure. Through his efforts, $10 billion in new roads projects were announced. The Port of Virginia was saved from insolvency, and he strengthened Dulles International Airport. Virginia became the first state to be designated as an employer of National Service. McAuliffe also led the effort to make Virginia the first state in America to be certified to have functionally ended veteran homelessness. In addition, 30,000 veterans were hired through the Virginia Values Veterans program, a six-fold increase. McAuliffe won bipartisan support for legislation to reduce gun violence in Virginia. It was the first comprehensive gun legislation to become law in 24 years. McAuliffe was twice elected chairman of the Chesapeake Bay executive council. He took executive action and Virginia became the first Southern State to implement a carbon reduction program. He served as Chairman of the National Governors Association, where he used that leadership position to assist states as they strengthened their cybersecurity policies and infrastructure.  McAuliffe worked to build a solid cyber ecosystem in Virginia where he created a cyber security commission charged with developing industry relevant recommendations. He was the first Governor to take executive action to secure consumer transactions and the Commonwealth’s data. Virginia now has the most cyber companies in the United States of America. President Obama appointed McAuliffe to the NGA’s Council of Governors to provide advice on national security matters. McAuliffe also served on the National Democratic Redistricting Committee as the State Engagement Chair to combat gerrymandering and to ensure fair voting districts. In December 2017, McAuliffe was named “Public Official of the Year” by GOVERNING magazine. He currently serves as a Distinguished Visiting Professor at the Schar School of Policy and Government at George Mason University. In politics and business, McAuliffe has worked with people from all walks of life and different political backgrounds. He entered national politics at the age of 23 as the national finance director for President Jimmy Carter. He was elected Democratic National Committee chairman in 2000 and served until 2005. He co-chaired President Bill Clinton's 1996 campaign for reelection and his 1997 Presidential Inauguration. He was also chairman of the 2000 Democratic National Convention and chairman of Hillary Clinton's 2008 Presidential Campaign. The youngest child growing up in a middle class family, McAuliffe has been a lifelong entrepreneur. At age 14, he started a business paving driveways for neighbors and local businesses. Since then, he has worked with and led dozens of businesses in diverse sectors of the economy helping to improve companies and create economic opportunity.

    Margaret Brennan, Host of CBS News’ Face the Nation and CBS News’ Senior Foreign Affairs Correspondent

    Margaret Brennan has reported on politics, international affairs, and global markets for nearly two decades. Currently the moderator of CBS News’ Face the Nation and the network’s senior foreign affairs correspondent, she is one of the most visible faces in political news today and only the second-ever female host of the 63-year-old program. Brennan focuses on offering a fact-based review of the day’s biggest ongoing news as well as breaking stories, and draws on her extensive global experience to provide an unbiased, big-picture look at the issues that matter now. She skillfully connects waves passing through Washington to larger global tides turning and remaking culture, politics, the global economy, and more.  In presentations, and on her weekly program, Brennan aims to cover issues in a way that illustrates their larger impact on the daily lives of her viewers and attendees. Noting that we put business, politics, and international affairs in “different sections of the paper” when they’re actually all tightly interconnected, Brennan highlights local news stemming from and feeding into global realignments including the remaking of political parties. She also offers fascinating anecdotes from her weekly interviews with the biggest faces in politics today.  Brennan joined CBS News in 2012 and was named White House and senior foreign affairs correspondent in 2017. Brennan has been based in Washington since 2012 and has reported on the Trump administration, and previously President Obama's administration, for all CBS News programs. Previously, Brennan covered the State Department for four years, where she reported on major national security stories including nuclear negotiations with Iran; restoration of diplomatic ties with Cuba; the standoff with North Korea; the conflict in Ukraine; and the accord to transfer control of Syria's chemical weapons.  Prior to joining CBS News, Brennan spent a decade covering the global financial markets. Brennan anchored and reported for Bloomberg Television globally. Previously, she was a correspondent at CNBC with a focus on the consumer during the financial crisis. She also contributed to various NBC News programs. Brennan began her career as a producer for CNBC's Wall Street Week with Louis Rukeyser.  Brennan is a term member at the Council on Foreign Relations and sits on the Advisory Board for the University of Virginia School of Politics. She graduated with highest distinction from the University of Virginia in 2002, where she earned a Bachelor's degree in Foreign Affairs and Middle East Studies with a minor in Arabic. As a Fulbright-Hays Scholar, she studied Arabic at Yarmouk University in Irbid, Jordan. She is also the recipient of an honorary doctor of letters degree from Niagara University.

    Barrett Burns, President and Chief Executive Officer, VantageScore Solutions, LLC

    Barrett Burns is president and chief executive officer (CEO) of VantageScore Solutions, LLC, an independently managed joint venture of the three national credit reporting companies, Equifax, Experian and TransUnion, and the company behind the VantageScore® consumer credit scoring model.  Prior to joining VantageScore as CEO during its formation in 2006, he was executive vice president at U.S. Trust, heading the National Private Banking Group and a member of U.S. Trust’s Executive Committee and the Senior Management Team of parent company, The Charles Schwab Corporation.    Previously, he served as executive vice president of global risk management and chairman of the Credit Policy Committee at Ford Motor Credit Company, and as senior vice president and COO of Bank One’s auto finance division, the largest non-captive lender in the U.S. at the time. Burns also spent more than a decade with Citibank, lastly as group credit officer for an international consumer banking division that included operations throughout the U.S. and Europe.  He serves as a board member for numerous industry associations including the Mortgage Bankers Association, the Structured Finance Industry Group Executive Committee, America’s Homeowner Alliance, the Corporate Board of Governors for the National Association of Hispanic Real Estate Professionals, and the Asian Real Estate Association of America’s National Advisory Council.  Burns is a member of the National Community Reinvestment Coalition’s Mortgage Finance Collaborative Council and is on the Board of Regents of the Mercersburg Academy.  He currently serves on the Federal Reserve Board’s Community Advisory Council and previously served on its Consumer Advisory Council. He also serves on the National Fair Housing Alliance’s (NFHA) Fair Housing Act 50th Anniversary Advisory Council. Burns was also previously a director of the Homeownership Preservation Foundation. 

  • COFFEE SPOT in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities

  • HUB Event

    Read more Read less

    Visit the DISCOVERY STAGE for 30-minute Spotlight Sessions on industry hot topics and a Product Showcase featuring live demos of the latest products and services.

    Tuesday's Schedule

    9:45 AM – 10:10 AM 
    Spotlight Session: The 5 Key Factors to Winning with Google Local Search
    Learn to optimize the use of Google search in your market and make it your #1 referral partner. Find out how to "Win Local" by letting the marketplace know where you are, what services you provide and that you're good at it... before your competitors do.

    12:30 PM – 12:40 PM
    Product Showcase: BeSmartee®
    Witness a loan application process from start, to selecting a loan, eSigning of disclosures, payment of an appraisal, and receiving an approval letter, all in one sitting and under ten minutes.

    12:45 PM – 12:55 PM
    Product Showcase: ValueLink Software
    See how this end-to-end valuation management solution enables lenders to consistently deliver faster, accurate and reliable valuations, through a combination of automation, artificial intelligence, mobile technology and powerful reporting and analytics.

    1:00 PM – 1:25 PM
    Spotlight Session: How to Transform Your Underwriting With Machine Learning
    Learn how using machine learning and AI in underwriting can improve your profitability and enable you to reach more home buyers.

    1:30 PM – 1:55 PM
    Spotlight Session: MLO Temporary Authority - What You Need to Know
    The federal law implementing mortgage loan originator temporary authority goes into effect on November 24, 2019. Learn what loan originators and state-regulated companies need to know in order to be ready to take advantage of this important new opportunity.

     

  • THE HUB is Open

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    Exhibit Hours,

    Networking Opportunities

  • Refreshment Break in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE DISCOVERY STAGE: Spotlight Session - The 5 Key Factors to Winning with Google Local Search

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Scott Harris, Founder and CEO, SocialSurvey

    Read more Read less

    Learn to optimize the use of Google search in your market and make it your #1 referral partner. Find out how to "Win Local" by letting the marketplace know where you are, what services you provide and that you're good at it... before your competitors do.

    Speaker(s)

    Scott Harris, Founder and CEO, SocialSurvey

    Scott Harris is the CEO and Co-Founder of Buyer’s Road, Inc. and the primary innovator of the SocialSurvey® platform. He is also the author of "CREATE WOW - The Evolution of Customer Experience Management." Prior to founding Buyer’s Road, he held senior executive positions in both financial mortgage lending and real estate companies. Scott has been creating technology solutions in the mortgage and real estate industries for over the last 15 years.

  • THE MEETING SPOT: Book Signing with Chris Christie

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event

  • THE MEETING SPOT: Book Signing with Terry McAuliffe

    Location: THE HUB,
    Level 1,
    Exhibit Hall 4

    HUB Event

  • General Session: Ransomware and Other Security Threats in Your Backyard

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Holly Easter Kelley, Supervisory Special Agent, Federal Bureau of Investigations (FBI)

    Debra W. Still, CMB, 2013 MBA Chairman, President and Chief Executive Officer, Pulte Mortgage LLC, Chairman, MBA Opens Doors Foundation

    Andrew Ward, Chairman, CyFIR

    Scott Riddick, Senior Special Agent, U.S. Secret Service

    John-Thomas Gaietto, CISSP, Executive Director, Cybersecurity Services, Richey May Technology Solutions

    General Session

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    Hear firsthand about the recent crippling ransomware incidents and how they fit into national trends, including serious threats to the mortgage industry. In addition to details about the incidents, learn about response, and most importantly, prevention techniques for ransomware and, more broadly, cybersecurity overall.

    Speaker(s)

    Holly Easter Kelley, Supervisory Special Agent, Federal Bureau of Investigations (FBI)

    Supervisory Special Agent Holly Easter Kelley entered on duty with the FBI in September 2004.  Following the FBI Academy, SSA Kelley reported to the FBI’s San Antonio Field Office, Austin Resident Agency where she investigated criminal matters dealing with mortgage fraud, securities fraud, bank fraud and public corruption.  As an Agent, SSA Kelley was a member of the Corporate Fraud Response Team which assisted other offices on large complex financial investigations.  She was also an active member of the Evidence Response Team, in which she processed crime scenes, including the second shooting on the Fort Hood Army Facility.  In April 2014, SSA Kelley was promoted to the Financial Institution Fraud Unit at FBIHQ in Washington D.C. where she managed the FBI’s Identity Theft program and the South Central Region for financial institution related matters, including mortgage fraud.  Since March 2016, SSA Kelley has been the Supervisor for the White Collar Squad in Austin and the San Antonio Program Coordinator for all financial crimes.  Prior to the FBI, SSA Kelley worked as a Certified Public Accountant for a regional CPA firm as a Tax Supervisor.  SSA Kelley holds a Bachelor of Science degree in Accounting Control Systems from the University of North Texas.

    Debra W. Still, CMB, 2013 MBA Chairman, President and Chief Executive Officer, Pulte Mortgage LLC, Chairman, MBA Opens Doors Foundation

    Debra W. Still, CMB, is President and Chief Executive Officer of Pulte Financial Services, which includes Pulte Mortgage LLC, PGP Title and PCIC Insurance and employs over 900 individuals throughout the U.S.  Still is also President and CEO of Pulte Mortgage, a nationwide lender headquartered in Englewood, Colorado, which has helped more than 400,000 homebuyers finance their new home purchases since 1972.  Pulte Financial Services is a part of PulteGroup, America’s largest homebuilder with operations in 31 states and the District of Columbia.   Still has more than three decades of experience in the mortgage industry.  She joined Pulte Mortgage in 1983, as Vice President/Branch Manager of the Maryland Division and subsequently held that position with the Dallas/Fort Worth Division.   In June 1997, she was promoted to Executive Vice President, Production, and in October of that year was appointed to the Pulte Mortgage Board of Directors and named Corporate Secretary.  Still became Chief Operating Officer in 1999, and in August 2004, was appointed President and Chief Executive Officer.  She was named President and Chief Executive Officer of Pulte Financial Services in 2010.  Still served as the 2013 Chairman of the Mortgage Bankers Association and is currently a member of the association's Board of Directors, Chair of the Affordable Housing Subgroup and a member of MBA’s Consumer Affairs Advisory Council.  Still was awarded MBA’s Andrew D. Woodward Distinguished Service Award in 2014.  As an active MBA member for more than a decade, Still has also served as Chair of MBA's Residential Board of Governors (RESBOG,) Chairman of MBA’s Diversity and Inclusion Committee, Chairman of the Council for Residential Mortgage Servicing for the 21st Century and was Chair of the MBA Forward Task Force.  She has also served on MBA's Strategic Planning Committee, MBA's Loan Origination Task Force, and Secondary and Capital Markets Committee.  Still has testified before Congress multiple times.  Still is presently the Chairman of MBA’s Opens Doors Foundation.  In 2011 and 2013, Still was featured in “Influential Women of the Housing Economy” by HousingWire Magazine and in 2011 was named one of “The Top Ten Women in Mortgage and Housing” by The Five Star Institute.  In March 2018 Still was appointed to Chimera’s Board of Directors. Chimera Investment Corporation is a publicly traded real estate investment trust that is primarily engaged in real estate finance.

    Andrew Ward, Chairman, CyFIR

    Andrew Ward is the Chairman of CyFIR LLC, is a cyber security software and consulting company serving a variety of organizations including financial services firms. Prior to CyFIR, he was as senior partner at PriceWaterhouse Coopers from which he retired after  37 years. While at PwC he was a Member of the financial services leadership team with a concentration in commercial banking and held various leadership rolls in the organization. He is also Chairman of the Vista Adult Services Organization and Chairman of Andrew’s Gift, both specializing in services for the autism community.

     

    Scott Riddick, Senior Special Agent, U.S. Secret Service

    Special Agent Scott Riddick has been with the US Secret Service for 19 years, and most recently served on the Vice Presidential Protective detail with VPs Cheney and Biden.  Since 2015, he has been assigned to the Austin Resident Office, where he specializes in computer network intrusion and critical systems protection

    John-Thomas Gaietto, CISSP, Executive Director, Cybersecurity Services, Richey May Technology Solutions

    John-Thomas Gaietto, CISSP, Executive Director, Cybersecurity Services, JT has twenty years of experience providing enterprise information security and risk management services to a variety of organizations, with a particular emphasis on the financial services industry and mortgage banking. He has been a Certified Information Systems Security Professional.

  • General Session: Market Outlook for 2020

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Michael Fratantoni, Ph.D, Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

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

    Patrick Carey, National Fulfillment Executive, Consumer Lending, Bank of America

    General Session

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    Hear MBA’s analysis of current economic, housing market and mortgage market trends, as well as lender profitability and other business metrics. Don’t miss our latest forecast on the various forces impacting the market and what they may mean as you develop your business strategy for 2020 and beyond.

    Speaker(s)

    Michael Fratantoni, Ph.D, Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS.  Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Marina Walsh, Vice President, 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.

    Patrick Carey, National Fulfillment Executive, Consumer Lending, Bank of America

    Patrick Carey is the Consumer Lending National Fulfillment Executive. He is responsible for the fulfillment of First Mortgage and Home Equity products for Retail, Preferred, and Global Wealth & 
    Investment Management clients. Additional operations include Centralized Operations Support, Project Review Office and Vendor Fulfillment.  A 29-year industry veteran, Carey most recently served as the Consumer Lending Business Enablement and Client Experience Executive where he was responsible for the strategy and execution within Home  Loans Fulfillment for outsourcing and vendor capabilities. He also managed initiatives, process design, forecasting, analytics and reporting for Consumer Lending. Additionally, Carey was accountable for the integration and rollout of the Home Loans originations platform.  Previously he served as the External Servicing Oversight and Surveillance Executive responsible for the delivery and execution of the Subservicing portfolio for Consumer Operations within Global Technology and Operations.  Prior to joining Bank of America in 2011, Carey was chief executive officer of Titanium Holdings, the parent company of Titanium Solutions, a premier provider of loss mitigation outreach services in the mortgage industry. He has also led Default and Retention Operations for Wells Fargo Home Mortgage, Inc.  Carey is currently on the Urban League of Central Carolinas Board as well as the Christos Ministries Board. He was also inducted in 2019 into the Executive Leadership Council (ELC), an rganization committed to advancing the role and contributions of black executives and preparing the next generation of corporate leaders.

  • MBA Education Event

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    Training Priorities in Today’s Mortgage Industry

    A Roundtable Luncheon Discussion for Executives, Department Heads, and other Staff Development Stakeholders

    Seating is Limited.  Please send RSVP to asiller@mba.org

     The Education Department of MBA, along with MBA Conference Attendees, will conduct a 75-minute roundtable luncheon discussion on the measureable impact of mission critical training in today's 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
    ~Risk Management
    ~Leadership Development
    ~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, develop more effective leaders, and improve employee engagement to attend this valuable session. We hope to see you there!

  • Lunch in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPower Event: Women and Money, Rules to Live By featuring Jean Chatzky (12:30 PM: Light Refreshments & Networking; 1:00 PM: Program)

    Location: Level 1,
    Ballroom A


    Speaker(s)

    Jean Chatzky, Financial Editor of NBC’s TODAY and Founder & CEO, HerMoney Media, award-winning personal finance journalist and founder and CEO of HerMoney

    Christina K. Boyle, Chief Client Officer, Single-Family Office of the Client, Freddie Mac

    mPower Event,

    Networking Opportunities

    Read more Read less

    Speaker(s)

    Jean Chatzky, Financial Editor of NBC’s TODAY and Founder & CEO, HerMoney Media, award-winning personal finance journalist and founder and CEO of HerMoney

    Jean Chatzky launched HerMoney Media and HerMoney.com in 2018 to provide women with information about money they can actually trust. The award-winning financial editor of NBC Today, Jean has also appeared on shows including Oprah, MSNBC, CNN, The View, The Talk and many others. Millions have tuned into her podcast, HerMoney with Jean Chatzky which has received shoutouts from The New York Times, Yahoo Finance and Refinery29. The best-selling author of 11 books and an in-demand motivational speaker, Jean is also AARP’s Financial Ambassador and a fierce advocate for financial literacy. In 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month. Her most recent book, Women with Money: The Judgement-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve, is available now.

    Christina K. Boyle, Chief Client Officer, Single-Family Office of the Client, Freddie Mac

    Chris Boyle is chief client officer and head of the Single-Family Office of the Client. In her role, she is responsible for sourcing Freddie Mac’s Single-Family business, which includes client experience and management, marketing, bulk purchases and servicing exchange executions. Ms. Boyle is a member of the executive leadership team and reports to David Lowman, executive vice president of the Single-Family business.  A veteran of over 30 years in the mortgage industry, Ms. Boyle joined Freddie Mac in 1990 and has held a variety of key leadership roles in client management. Prior to joining Freddie Mac, she held leadership positions in Capital Markets, Sourcing and Sourcing Strategy, Operations and IT with NBD, Carteret S&L, and Goldome Bank.

  • THE DISCOVERY STAGE: Product Showcase - BeSmartee®

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event

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    Witness a loan application process from start, to selecting a loan, eSigning of disclosures, payment of an appraisal, and receiving an approval letter, all in one sitting and under ten minutes.

  • HUB Event

  • Read more Read less

    See how this end-to-end valuation management solution enables lenders to consistently deliver faster, accurate and reliable valuations, through a combination of automation, artificial intelligence, mobile technology and powerful reporting and analytics.

  • THE DISCOVERY STAGE: Spotlight Session - How to Transform Your Underwriting With Machine Learning

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Kareem Saleh, Executive Vice President, Zest AI

    HUB Event

    Read more Read less

    Learn how using machine learning and AI in underwriting can improve your profitability and enable you to reach more home buyers.

    Speaker(s)

    Kareem Saleh, Executive Vice President, Zest AI

    Kareem Saleh is the executive vice president at Zest AI, a software company that helps banks and lenders build, run, and monitor fully explainable machine learning (ML) underwriting models. Previously, Kareem spent several years in the Obama administration, where he served as Chief of Staff to the President’s Special Envoy for Climate Change at the State Department and as Senior Advisor to the CEO of the Overseas Private Investment Corporation. Before entering the U.S. Government, Kareem was deputy general counsel at Softcard (acquired by Google), a mobile wallet startup founded by AT&T, T-Mobile, and Verizon. He’s a graduate of the University of Chicago and Georgetown University Law Center.

  • INNOVATION AND TECH TRACK: Hiring Mr. Roboto

    Location: Level 4,
    Room 16


    Speaker(s)

    William S. (Bill) Packer, Executive Vice President and Chief Operating Officer, American Financial Resources Inc.

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Roy Wittig, Vice President, Product and Strategy, Sourcepoint, Inc.

    Breakout Session,

    Innovation and Tech Track

    Read more Read less

    This session gives an overview of robotic process automation (RPA) and what it really means in mortgage lending.  A little tech talk and a lot of practical application, this session illustrates the value lenders of all sizes and models are getting by utilizing different levels of RPA in production, QC and compliance functions. Learn how to get started or expand your use.

    Speaker(s)

    William S. (Bill) Packer, Executive Vice President and Chief Operating Officer, American Financial Resources Inc.

    Bill is a partner of American Financial Resources, (www.afrcorp.com), where he serves as the firm’s Chief Operating Officer responsible for Operations, Technology, Project Management, New Product Development and Marketing.  Bill also serves as the Executive Vice President for AFR’s Technology Services division (Lendersoft, www.lendersoft.com).  Prior to joining AFR, Bill held leadership positions at Bank of America most recently as the Senior Vice President, Application Programming Executive in Bank of America’s Home Loans technology organization where he supported both first mortgage and Home Equity business’.  Bill is currently an advisory board member for Rutgers University Customer Experience program.   Bill is the secretary and board member for his condo association.  Amongst several other philanthropic endeavors, Bill is a lead diver, educator and mentor of the New York Aquarium’s volunteer scuba diving team.  Bill holds an MBA in Finance, a BA in Economics, has been a certified project manager (PMP) since 1998 and also earned the GSEC designation from the SANS institute in 2002.  In his leisure time, having recently successfully completed his PADI Dive Master he is now working on earning his DSD designation.

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Gabe Minton joined Guild Mortgage in 2017 and leads its growing technology and information strategy, positioning the company for future growth. This includes overseeing Guild’s core business systems, architecture, infrastructure, and product and services technology. Mr. Minton and his team are also responsible for developing next generation platforms and services to continue to enhance Guild’s customer experience and maximize operational efficiencies.  Mr. Minton has more than 25 years of experience in leadership roles with mortgage and technology companies in a variety of settings. He specializes in creating software systems, products and standards and has been responsible for strategy and execution, communications and vendor relations throughout his career.  Prior to joining Guild, he served as senior vice president and chief information officer at PHH Mortgage from 2014 to 2017, where he transformed the information technology division to meet growing regulatory and customer needs for the largest banks.  Mr. Minton also served in senior management, strategy and technology positions with Black Knight’s ServiceLink, Motivity Solutions, Accenture Mortgage Cadence and the Mortgage Bankers Association. He was one of the leading architects and founding members of MISMO, the Mortgage Industry Standards Maintenance Organization (a subsidiary of the MBA).

    Roy Wittig, Vice President, Product and Strategy, Sourcepoint, Inc.

    Roy Wittig leads Product & Strategy at Sourcepoint, a premier provider of productized solutions to the mortgage industry.  Roy is responsible for Marketing, Solutions Architecture, M&A and Product, which includes developing products and services to support digital transformation for Sourcepoint’s lending and servicing clients.  With nearly two decades on the frontlines of the real estate, mortgage and title verticals, Roy has been instrumental in developing and launching new product initiatives for several organizations, leading the charge on automating production, streamlining workflows and mitigating risk.  Roy is focused on leveraging the opportunities technologies such as RPA and AI present in reducing operating costs and accelerating cycle times for lenders and servicers, while enhancing the borrower experience.  Prior to joining Sourcepoint, Roy held leadership roles at Black Knight Data & Analytics and Fidelity National Financial. 

  • MARKET OPPORTUNITIES TRACK: Where are the Homes? Send in the Homes!

    Location: Level 4,
    Room 17


    Speaker(s)

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Dr. Frank Nothaft, Chief Economist, CoreLogic

    Danny Gardner, Senior Vice President, Single-Family Affordable Lending and Access to Credit, Freddie Mac

    Evan Loomis, Co-Founder, ICON

    Breakout Session,

    Market Opportunities Track

    Read more Read less

    Despite historically low unemployment and interest rates, the number of new single-family housing starts remains lower than it was in the early 1960’s  – when the US population was only half what it is today. Solving today’s affordable housing shortage is key to providing homeownership opportunities to firsttime and low- to moderate-income homebuyers. This panel explores the reasons for our current shortage, the consequences of the shortage for lenders, and innovative homebuilding solutions to provide more affordable housing stock.

    Speaker(s)

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Jonathan Lawless is Fannie Mae’s Product Development and Affordable Housing Vice President. He oversees innovative programs and creative solutions that expand access to mortgage credit and affordable housing, address changing market needs, and help lenders and servicers better serve their borrowers.  Lawless led the development of Fannie Mae’s flagship affordability product, HomeReady®, and designed and implemented several programs to address key housing issues through industry partnerships. Prior to his current role, he served as Underwriting and Pricing Analytics Vice President and has contributed to many teams since joining Fannie Mae in 2000.  Previously, Lawless also has worked with 2Seeds Network, a non-profit group involved in agricultural development in East Africa. “We all deserve a safe place to call home that’s uniquely ours.” – Jonathan Lawless, 2017

    Dr. Frank Nothaft, Chief Economist, CoreLogic

    Dr. Frank Nothaft is chief economist for CoreLogic, America’s largest provider of advanced property and ownership information, analytics and data-enabled services. He leads the economics team responsible for analysis, commentary and forecasting in global real estate, insurance and mortgage markets.  Before joining CoreLogic Frank served in a variety of leadership positions at Freddie Mac including Vice President and Chief Economist. Prior to Freddie Mac, Frank was an economist with the Board of Governors of the Federal Reserve System in the mortgage and consumer finance section and served as assistant to Governor Henry C. Wallich.  Frank received the National Association for Business Economics (NABE) Outlook Award as recognition for having the most accurate macroeconomic forecast for 2018 and is a NABE Certified Business Economist.

    Danny Gardner, Senior Vice President, Single-Family Affordable Lending and Access to Credit, Freddie Mac

    Danny Gardner leads Freddie Mac’s Single-Family Affordable Lending and Access to Credit business. He is a member of the Single-Family Senior Management team, reporting directly to Executive Vice President Dave Lowman.   Mr. Gardner is primarily responsible for fulfilling Freddie Mac’s community mission to provide sustainable homeownership education and financing to families who are traditionally underserved by the market.  He is also responsible for overseeing Freddie Mac’s delivery and performance against Single-Family Affordable Lending’s goals, Duty to Serve regulation and Access to Credit activities in the FHFA Scorecard.  He and his team support our clients by partnering with the Sales team to educate clients on the availability and use of our affordable-related products and programs, including the Home Possible® suite of mortgage products and our CreditSmart Financial Literacy Program. He also leads our engagement with state and local housing finance agencies, diverse and inclusive realtor associations and national and local community development organizations, to establish partnerships and programs that create successful homeowners.   With Freddie Mac since 2015, Mr. Gardner brings over 25 years of mortgage banking experience. He has spent most of his career in leadership roles focused on providing opportunities for families to buy their first homes. As leader of CRA Lending for the mortgage businesses of Citibank and Capital One and chief operating officer of the National Community Stabilization Trust, he helped municipalities and nonprofit organizations reclaim neighborhoods devastated by the foreclosure crisis.  He’s also spent a large part of his career working with state and local housing finance agencies by serving as program administrator and master loan servicer for first-time homebuyer programs.

    Evan Loomis, Co-Founder, ICON

    Evan Loomis has been a successful entrepreneur for more than 15 years and most recently co-founded the Austin-based startup, ICON,  the construction technologies company leading the way into the future of human shelter and homebuilding using 3D printing and other scientific and technological breakthroughs. In 2018, ICON delivered the first 3D-printed home to receive a building permit in the U.S. and closed a seed round of $9M that included investments from Silicon Valley heavyweights, a renowned international developer and America’s largest homebuilder among others.  Evan began his career as an Investment Banker on Wall Street. From there, he co-founded Wedgwood Circle, an angel investment group with a focus on the media and entertainment sectors. In 2010, he co-founded TreeHouse, the eco-friendly Home Upgrade Company disrupting the field of home improvement.  In 2017, Evan launched a holding company called Saturn Five with the mission of building companies that matter. Unlike traditional VC firms, Saturn Five designs and launches companies from scratch, working hands-on in the early stages to launch and scale companies.  Evan is a start-up mentor at Techstars Austin, SKU and Praxis. He is the co-author of Get Backed from Harvard Business Press (2015) and Elon Musk: This Book Is About Rockets! (2017).

  • POLICY TRACK: It’s Not Improv – Changes to QM Lending

    Location: Level 4,
    Room 18A


    Speaker(s)

    Matthew Tomiak, Managing Director, Redwood Trust Inc.

    Michael D. Calhoun, President, Center for Responsible Lending

    Teresa Whitehead, Chief Executive Officer, Citywide Home Loans/CHL Mortgage

    Tawn Kelley, President, Financial Services, Taylor Morrison

    Breakout Session,

    Policy Track

    Read more Read less

    Reforms to the Qualified Mortgage standard will have substantial effects on all segments of the market. In this session, hear from experts on how policymakers’ choices on this critical issue will impact not only the GSEs, but also government, conventional and private markets. Leave with new perspectives to help your company prepare for the changes ahead.

    Speaker(s)

    Matthew Tomiak, Managing Director, Redwood Trust Inc.

    Matthew J. Tomiak is currently a Managing Director, employed by Redwood Trust since February 2014. Prior to joining Redwood, Mr. Tomiak was a Senior Vice President at Bank of America where he focused on mortgage liquidity and financing alternatives. Previously, Mr. Tomiak was a founding member of 12th Street Capital, LLC, a broker dealer which eventually became a division of GFI Group Inc. and a Senior Vice President at Countrywide Securities Corporation where he was responsible for RMBS issuance. Mr. Tomiak began his career as an attorney at Sidley Austin Brown & Wood.

    Michael D. Calhoun, President, Center for Responsible Lending

    Michael Calhoun is President of the Center for Responsible Lending, which is the policy affiliate of Self-Help, the nation’s largest community development lender that has provided over $6.4 billion in financing for first-time homeowner loans and small business loans.  The Center for Responsible Lending is a nonpartisan, nonprofit research and policy institute focusing on consumer lending issues.   Mr. Calhoun has been an active participant in consumer financial legislation and regulation, and he has more than thirty years experience in consumer lending. He has authored numerous papers on the subject and has testified often before Congress and many state legislatures.  Prior to joining CRL, he led several lending divisions at Self-Help, including the secondary mortgage market program.   He is a former member and chair of the Federal Reserve Consumer Advisory Committee.

    Teresa Whitehead, Chief Executive Officer, Citywide Home Loans/CHL Mortgage

    Since joining Citywide Home Loans in 2009, Teresa's unsurpassed leadership ability has driven progression throughout the company,and the mortgage industry as a whole. Citywide,with Teresa at the helm, has managed to navigate through a slew of regulatory changes without losing sight of what matters most, the homeowners. Teresa has worked in the financial services sector for over 30 years, but found a passion for mortgages about 20 years ago. Ac.cording to Teresa,there is nothing quite as rewarding as being a trusted advisor for individuals making the largest financial commitment of their lives.  Since joining Citywide Home Loans in 2009 Teresa's unsurpassed leadership ability has driven progression throughout the company, and the mortgage industry as a whole. Citywide, with Teresa at the helm, has managed to navigate through a slew of regulatory changes without losing sight of what matters most, the homeowners. Teresa has worked in the financial services sector for over 30 years, but found a passion for mortgages about 20 years ago. According to Teresa, there is nothing quite as rewarding as being a trusted advisor for individuals making the largest financial commitment of their lives.   Teresa has a thorough knowledge of all aspects of manufacturing a loan, and has an uncanny ability to structure the most complicated transactions. This dedication to challenges and doing right by borrowers, has given rise to a client-centric culture at Citywide. This culture, dubbed Citywide's is very attractive to highly skilled sales people and innovative operations personnel, giving rise to the company's impressive growth. In 2009,at the height of the financial  meltdown, Teresa knew that the mortgage industry was about to undergo a major overhaul, but that Citywide would weather this storm because of its focus on driven employees and borrowers' best interests.  Many key players in the mortgage industry were shirking away from the hefty responsibility of creating clear direction and adequate oversight, but Teresa accepted the challenge, and has effectively implemented compliance measures to protect the industry and Citywide's clientele. Throughout this period of massive overhaul amongst all regulatory bodies, Teresa managed to turn Citywide into a mainstay throughout the western United States, with operations in 11states.  Teresa has a passion for recruiting highly skilled sales people and innovative operations personnel, without diluting Citywide's in the process.  Teresa was a founding member, and the Secretary/Treasurer, of the Utah Mortgage Bankers Association. She served as a member of the CFPB panel on the impact of Dodd-Frank, and is currently the Vice Chair of the MBA State Legislative and Regulatory Committee.

    Tawn Kelley, President, Financial Services, Taylor Morrison

    Over 30 years dedicated to financing families purchasing a newly built home, Tawn has established the importance of mortgage to the success of production homebuilders.  Distinguishing the benefits of mortgage as a sales tool to sell homes; as EVP of Taylor Morrison and president of Taylor Morrison Home Funding, Tawn contributes to the overall success of Taylor Morrison.  Currently, the 6th largest public homebuilder in the U.S, the leadership took the company public in 2013 and has grown through acquisitions of 5 homebuilders and integrating financial services.  Tawn joined Taylor Morrison in 2009 after Taylor Morrison acquired her management company, Mortgage Funding Direct Ventures; a company that partners with homebuilders: Mattamy Homes and Neal Communities.  These builders leverage the same benefits, expertise and quality reputation in their joint venture mortgage companies.  In 2015, she established Inspired Title Services to further support the needs of financial services for Taylor Morrison. Taylor Morrison Home Funding provides mortgage services in 8 states, 19 markets.

  • THE DISCOVERY STAGE: Spotlight Session - MLO Temporary Authority - What You Need to Know

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Bill Young, Vice President of NMLS Business Services, Conference of State Bank Supervisors (CSBS).

    Lisa Tinsley, Director of NMLS Business Services, Conference of State Bank Supervisors (CSBS)

    HUB Event

    Read more Read less

    The federal law implementing mortgage loan originator temporary authority goes into effect on November 24, 2019. Learn what loan originators and state-regulated companies need to know in order to be ready to take advantage of this important new opportunity.

    Speaker(s)

    Bill Young, Vice President of NMLS Business Services, Conference of State Bank Supervisors (CSBS).

    Bill Young is currently the Vice President of NMLS Business Services at the Conference of State Bank Supervisors (CSBS). Mr. Young is responsible for a team that works with state and federal regulatory stakeholders, as well as industry licensees and advisory groups, to create policies and practices that direct NMLS operations.  Prior to joining CSBS, Mr. Young spent more than twenty years at Freddie Mac and five years in government contracting at the Federal Deposit Insurance Corporation (FDIC) and the Federal Financing Bank (FFB). Throughout his career he has also worked with federal regulators such as Consumer Financial Protection Bureau (CFPB), Office of Federal Housing Enterprise Oversight (OFHEO), US Department of Housing and Urban Development (HUD), the Federal Housing Administration (FHA), and the Government Accountability Office (GAO).

    Lisa Tinsley, Director of NMLS Business Services, Conference of State Bank Supervisors (CSBS)

    Lisa Tinsley is currently a Director of NMLS Business Services at the Conference of State Bank Supervisors (CSBS). Ms. Tinsley, along with other members of the Business Services Team works with state and federal regulatory stakeholders, as well as industry licensees and advisory groups, to create policies and practices that direct NMLS. Prior to joining CSBS, Ms. Tinsley spent ten years as a Maryland State Regulator with the Department of Labor, Licensing, and Regulation. During her tenure there, she worked in several units including; Licensing, Banking, and Non-Depository Operations. Ms. Tinsley has a Law Degree from the University of Baltimore, School of Law and a Bachelor’s Degree in Political Science from Salisbury University.

  • Refreshment Break in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • INNOVATION AND TECH TRACK: Perfect Harmony: Protecting Personal Information

    Location: Level 4,
    Room 18A


    Speaker(s)

    Courtenay R. Dunn, Counsel, MERSCORP Holdings, Inc.

    Faith Schwartz, Acting President, Housing Finance Strategies, LLC

    Nicole Booth, Vice President, Public Policy, Quicken Loans, Inc.

    Louann Bernstone, Managing Director and Head of Vendor Management, Promontory Fulfillment Services LLC

    Breakout Session,

    Innovation and Tech Track

    Read more Read less

    Following the enactment of California’s Consumer Privacy Act, legislation surrounding consumer data privacy has gained traction on both the state and federal levels. Consumer access and “the what and how” behind data protection is seeing significant changes. Join a discussion on what you need to know about protecting your customer’s information, and what to expect as bipartisan efforts in Congress begin addressing this issue.

    Speaker(s)

    Courtenay R. Dunn, Counsel, MERSCORP Holdings, Inc.

    Courtenay R. Dunn is Counsel for MERSCORP Holdings, Inc., where she is responsible for the company’s government relations, and is also the Assistant Secretary for ICE Mortgage Services and Associate Secretary for MERS. Courtenay has been in the mortgage finance industry for over 12 years. Prior to joining MERSCORP, Courtenay worked at a firm in Philadelphia, including throughout the time of the financial crisis, handling all aspects of mortgage finance litigation. Courtenay is known for her expertise on legislative affairs and litigation, particularly on the stateside, as well as corporate law and governance, and has been recognized nationally for her history of bar and public service.

    Faith Schwartz, Acting President, Housing Finance Strategies, LLC

    Faith Schwartz created an advisory services firm in 2016 to support on-going efforts to modernize the housing finance marketplace, bringing mortgage into the 21st century. Her work ranges from advisory committees, board membership, and leadership roles in growing organizations. Her clients include publicly traded financial services firms, trade associations, fintech’s, and non-profits.  In 2018 through April, 2019, Faith served as the Acting President of Fintech company FormFree to support their growth and scale to get to the next level.  Today she serves on the board and as an Executive Advisor to FormFree, a leading asset, income and employment verification services company that is transforming and streamlining lending.  She draws from her 30 plus years of leadership in all aspects of the mortgage industry.  In 2019, she teamed up with the NEXT organization and will co-host a DC inaugural conference 11/18-19 for Women in leadership, technology and housing policy to drive content to women in housing finance.   Faith led the HOPE NOW Alliance from 2007 through 2012.  She convened the Banks, Mortgage lenders, Investors, Non-Profits, US Treasury, and Government agencies to coordinate a response to the housing crisis and mitigate foreclosures.  This Alliance was created at the request of the Bush Administration and Secretary Paulson who asked the industry to lead change out of the historic housing crisis. HOPE NOW prevented over 8 million foreclosures and met borrowers in their communities along with the loan servicers and nonprofit housing counselors.  HOPE NOW collected industry data and created a public data metrics report that informed the Congress, public and consumers around progress that was made to prevent foreclosures.  Faith testified to Congress several times throughout the housing crisis.  Faith Schwartz current Board Activity, 2019Gateway First Bank, RiskSpan, Inc, FormFree, and Class Valuation.  In 2018 Faith joined the advisory board of FundingShield LLC, a fintech firm focused on fraud prevention for wire transfers on behalf of consumers, banks and title companies.  Faith was the Founder and Chairman of Hope LoanPort, 2010, the only 501(c)3 industry technology non-profit and recently stepped down after servicing on the board for eight years and as Chairman.  She is a member of Women in Housing Finance, DC where she held the role of President of the organization.  Faith held leadership roles in many aspects of the mortgage industry to include TMC mortgage, CoreLogic, Freddie Mac, Option One, and Fieldstone.  She started her career at Dominion Bancshares Mortgage Company (DBMC) as VP Capital Markets and wholesale lending, pricing, acquiring and securitizing mortgages where she worked for the first decade of her career. Faith received the Housing Wire Vanguard award in 2018 and was recognized as one of Mortgage Banking’s most powerful women from National Mortgage Magazine 2018.  Other awards include Housing Wire’s Women of Influence in 2012 and a lifetime achievement award from the Five Star Institute. 

    Nicole Booth, Vice President, Public Policy, Quicken Loans, Inc.

    Nicole Booth serves as Vice President of Public Policy at Quicken Loans, the nation’s largest online home loan lender.  Nicole advocates for the company’s government agenda through regulatory and legislative activities and focuses on fintech related business and policy issues, such as eClosing, client communications and data protection.  She joined the Quicken Loans Family in August 2012 and has the honor of leading the QL 50 State Branch of the Government Affairs Team.  Prior to Quicken Loans, Nicole was a member of the K&L Gates Public Policy and Law Practice in Washington, D.C., where she worked on financial services, higher education and the State of Michigan policy issues.  Nicole also spent time on Capitol Hill working on legislative issues in the personal office of former Ways and Means Committee Chairman Dave Camp and former New Hampshire Congressman Jeb Bradley.  Nicole was recently awarded the Five Star Institute Rising Business Leader Award and named one of the Michigan Mortgage Lenders Association’s 2019 Rising Star Award honorees and Women in Housing & Finance’s 2019 40 under 40, which honors professionals with demonstrated success in housing or financial services while promoting diversity and inclusion in their career and volunteer efforts.                         

     

    Louann Bernstone, Managing Director and Head of Vendor Management, Promontory Fulfillment Services LLC

    Louann Bernstone is Managing Director, Head of Vendor Management at Promontory Fulfillment Services, a company that offers a digital POS and end to end loan servicing.  Bernstone has decades of experience in the technology, enterprise vendor management and risk management space. She was formally a Business Control executive at Bank of America managing the first line of defense risk for the Consumer Line of Technology and also a SVP of Risk Compliance and Governance at HLP a nonprofit 501c3 that helped distressed homeowners stay in their homes.  Bernstone also worked as Head of Risk and Compliance for FormFree Holdings Corporation an asset aggregator with over 1.5 million consumer customers, 100 integrations and 500 client contracts.  In that role she oversaw vendor management, exam management, and GSE relationships for the company. She successfully lead the company through their first SOC and GSE exams and multiple bank exams.

  • MARKET OPPORTUNITIES TRACK: Fan Favorite: Experts Answer Your Questions on M&A

    Location: Level 4,
    Room 17


    Speaker(s)

    Lauren Pryor, Partner, Mayer Brown LLP

    Michael P. Patterson, Chief Operating Officer, Freedom Mortgage Corporation

    Stephen Curry, Chief Executive Officer, Gateway First Bank, LLC / Gateway Mortgage

    Robert Losquadro, Senior Vice President, Houlihan Lokey

    Breakout Session,

    Market Opportunities Track

    Read more Read less

    You and your executive management may or may not want to sell your company or its assets but you certainly want to understand its marketability. Likewise, there are many things to consider before you sell or acquire a company, including compatibility of the culture and leadership on both sides. Back by popular demand, this session offers advice on ways to smoothly merge operations and ensure a successful M&A transaction for sellers, buyers, regulators and other stakeholders.

    Speaker(s)

    Lauren Pryor, Partner, Mayer Brown LLP

    Lauren Pryor is a partner at Mayer Brown LLP and co-head of the Financial Institutions M&A group.  Lauren focuses her practice on counseling clients in M&A, corporate and business transactional matters in the financial services industry, including advising publicly held and private companies involved in mergers, acquisitions and divestitures and transfers of assets in the mortgage space.  Lauren frequently represents mortgage originators and servicers in equity and asset transactions, joint ventures and mortgage servicing rights deals.  Lauren was recognized by HousingWire magazine in June 2019 as a HousingWire Rising Star among leaders and innovators in the mortgage industry.

    Michael P. Patterson, Chief Operating Officer, Freedom Mortgage Corporation

    Mike Patterson began his career in the mortgage industry in 2000 at Irwin Mortgage Corporation based in Fishers, Indiana. In 2006, Freedom Mortgage acquired Irwin Mortgage Corporation, and Mr. Patterson joined the Freedom Mortgage team. Mr. Patterson quickly flourished at Freedom Mortgage and was promoted to Vice President of Finance in 2008. He was promoted again to Senior Vice President in 2013.  In 2014, Mr. Patterson was named Executive Vice President and later in that same year, Chief of Staff.  In 2019, Mr. Patterson was promoted to Chief Operating Officer of Freedom Mortgage.  Over the course of his career, Mr. Patterson has established himself as a top-level executive, both financially and from an operations perspective. He takes pride in his ability to bridge the gap between upper and middle management through his extensive industry knowledge and financial background.  His acute understanding of market trends has been instrumental in the company’s ability to strategically plan for financial agility. Mr. Patterson is an active member in the MBA Residential Loan Committee and Secondary Capital Markets Committee.   In his current position, Chief Operating Officer, Mr. Patterson reports directly to Stanley C. Middleman, President and CEO of Freedom Mortgage, and oversees twelve support service teams including Mergers and Acquisitions, Capital Markets, Finance, Investor Relations and Public Relations.

    Stephen Curry, Chief Executive Officer, Gateway First Bank, LLC / Gateway Mortgage

    Stephen Curry joined Gateway as CEO in August of 2018. Curry has over 30 years of experience in financial services, having started his career at Republic Bank Texas in 1986. He served in leadership roles at NCNB, NationsBank, and Bank of America in Finance, Operations, Global Corporate and Investment Banking, Strategic Planning and Mergers and Acquisitions. After leaving Bank of America in 2008, Curry returned to his hometown of Tulsa, Oklahoma, to build a banking advisory business, Everett Advisory Partners, which provided regional and community banks M&A, capital raising, regulatory, risk management, operations, and IT solutions. Curry sold Everett in 2018 to join Gateway as CEO, where is leading the transformation of Gateway into a full-service digital bank and expanding the firm to become a top 25 mortgage bank.  Curry has extensive M&A experience, having successfully completed and integrated over 120 transactions during his career.

    Robert Losquadro, Senior Vice President, Houlihan Lokey

    Robert Losquadro is a senior member of Houlihan Lokey’s Financial Institutions Group. He specializes in advising financial services companies on M&A, capital raising and other strategic advisory engagements.  He has extensive experience working with specialty finance companies, with a specific focus on the residential real estate and mortgage sector. For over ten years, Robert has advised on M&A transactions, capital markets, and financial restructuring engagements involving mortgage companies ranging from publicly traded companies to founder-owned, private businesses.  Previously, Robert was at Milestone Advisors in Washington, D.C. where he focused on specialty finance and mortgage finance M&A and capital raising.  Prior to joining Milestone, he focused on distressed debt acquisitions and turnaround situations for the Denver-based investment firm, Republic Financial Corporation.

  • POLICY TRACK: Fast Tempo: Trending Policy Topics

    Location: Level 4,
    Room 16


    Speaker(s)

    Joshua Weinberg, Executive Vice President, Compliance, First Choice Loan Services Inc.

    John Haring, Director, Product Management, Ellie Mae, Inc.

    Jeffrey P. Grogin, Senior Managing Director and Chief Enterprise Operations Officer, PennyMac Financial Services, Inc.

    David Battany, Executive Vice President, Capital Markets, Guild Mortgage Company

    Lora McCray, Director, Office of Minority and Women Inclusion, Consumer Financial Protection Bureau

    Breakout Session,

    Policy Track

    Read more Read less

    This session is reserved for a series of rapid-fire presentations of the day’s hottest policy issues including the  URLA, the latest thinking on GSE reform, the CFPB’s diversity standards, plus any other breaking news.

    Speaker(s)

    Joshua Weinberg, Executive Vice President, Compliance, First Choice Loan Services Inc.

    Joshua Weinberg is a nationally recognized speaker, author, consultant, and leader in the mortgage industry. He is the President of Firstline Compliance, a consulting company specializing in mortgage compliance and technology; and also, the Executive Vice President of Compliance for First Choice Loan Services Inc.  He works closely with Federal and State Regulators including the CFPB, FDIC, CSBS/AARMR, and the HUD/FHA and participates with many industry associations. He is the immediate past Chair of the Mortgage Bankers Association’s Regulatory Compliance Committee, a member of ABA’s Residential Markets Committee, Past Vice Chairman of the Board of Directors for MISMO, a member of the Registered Institutions Working Group for the NMLS, and an Advisory Board Member and Compliance Expert for Mortgage Compliance Magazine.  Previously he worked for a major LOS vendor where he was in charge of Compliance, Government Loan programs and Reverse Mortgages. He has worked in retail banking environments and also worked independently as the owner of a mortgage broker company.

    John Haring, Director, Product Management, Ellie Mae, Inc.

    John Haring serves as Director of Product Management for Ellie Mae®, the leading cloud-based platform provider for the mortgage finance industry, where he drives the strategy and operations for the Encompass® Digital Mortgage Solution. Previously, John directed Ellie Mae’s Compliance Enablement group leading the efforts to implement regulatory changes across the Ellie Mae ecosystem. Throughout his career he has helped banks, lenders and brokers implement significant regulatory changes that impact the mortgage industry.

    Jeffrey P. Grogin, Senior Managing Director and Chief Enterprise Operations Officer, PennyMac Financial Services, Inc.

    Jeff Grogin helped create PennyMac in 2008. The PennyMac family of companies includes two NYSE-listed companies (PFSI and PMT) operating primarily in three business segments: loan production, loan servicing, and investment management. Mr. Grogin presently serves as a Senior Managing Director and Chief Enterprise Officer for both companies and oversees these teams: legal, licensing, regulatory relations, administration, facilities, corporate training, communications, strategic planning, culture, project management, internal consulting, and human resources. Since its inception in 2008, Mr. Grogin has also served on the Board of Directors of PennyMac's mortgage banking subsidiary, PennyMac Loan Services, LLC. Prior to PennyMac, he was in private legal practice first at Gibson, Dunn & Crutcher, LLP then Samaha Grogin, LLP focused on real estate, mergers and acquisitions, securities, intellectual property, and mortgage banking law.

    David Battany, Executive Vice President, Capital Markets, Guild Mortgage Company

    Mr. Battany is the Executive Vice President of Capital Markets for Guild Mortgage Company.    He oversees the firm’s capital market activities, including pricing, hedging, and secondary market execution. He’s also responsible for Guild’s credit policy, shipping, and product development functions. Mr. Battany manages investor relationships with GSEs, government agencies, and private investors. Prior to joining Guild,  Mr. Battany was Chief Product Strategist for Penny Mac from 2012 to 2015, where he was responsible for managing the product development group, as well as its relationships with Fannie Mae, Freddie Mac, FHA, VA, USDA, Ginnie Mae, and mortgage insurance companies.  From 1990 to 2012, Mr. Battany was with Fannie Mae, based in Pasadena, California where he served as Director of Single Family Business and was responsible for managing the firm's relationships with west coast based lenders. Mr. Battany began his career in 1986 with First Interstate Bank of California, where he traded and hedged the bank's mortgage production.  Mr. Battany is the chairman of the National MBA’s Residential Loan Production Committee.  He was previous chairman of the National MBA’s Secondary and Capital Markets Committee, was previously a board member of the National MBA Residential Board of Governors and is a past board member of the California MBA.  Mr. Battany is a board member of Habitat for Humanity, and was a previous board member of Rebuilding Together.  

    Lora McCray, Director, Office of Minority and Women Inclusion, Consumer Financial Protection Bureau

    Lora is the Director, Office of Minority and Women Inclusion, at the Consumer Financial Protection Bureau (CFPB).  She is responsible for providing guidance and expertise on OMWI matters and for the strategic development, execution and oversight of OMWI programs and initiatives.  Lora was most recently tenured as the Assistant Vice President, Diversity and Inclusion at the Federal Reserve Bank of Boston where she was responsible for the strategic implementation of the Bank’s internal diversity programs.  In that role, Lora worked to improve workforce, supplier, and board diversity while engaging with multicultural community partners to advance economic development in their communities.  Lora’s career includes a broad range of diversity practice and management including, EEO compliance and oversight, diversity program development and management, diversity policy development and advocacy, and diversity program assessment and evaluation.  In addition, Lora’s background includes experience in affordable housing, community development, finance and investment, philanthropy, and labor and employment law.

  • mPact Event

    Read more Read less

    mPact is hosting four events across the country to raise awareness and funds for the MBA Opens Doors Foundation (Opens Doors) which provides mortgage and rental assistance to families caring for critically ill or injured children. Learn more

    We are finally coming to Austin, Texas! Come network with peers, take your chances in our raffle, enjoy some great food all while making a difference in the lives of families across the country. Click the button below to attend this event with a $20 donation (or more). Once you donate, you will receive an email confirming your registration.

    For this event, we are asking attendees for a donation of $20 (or more) to the MBA Opens Doors Foundation Austin Fundraising page.

     If you have questions, please contact Krystal Thomas at kthomas@mba.org.

  • Concert MBA (Doors Open at 5:30 PM)

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Keith Urban, 2018 CMA and ACM Entertainer of the Year and Four-Time GRAMMY Award Winner

    Networking Opportunities,

    Special Event

    Read more Read less

    Speaker(s)

    Keith Urban, 2018 CMA and ACM Entertainer of the Year and Four-Time GRAMMY Award Winner

    The newly crowned 2018 CMA AND ACM Entertainer of the Year and four-time GRAMMY Award winner Keith Urban released “We Were” - on May 14th - his first new single of 2019.  It comes after the 2018 release of Graffiti U  and his acclaimed “GRAFFITI U WORLD TOUR,” which played to more than a million fans in seven countries on three continents.  It included sold-out shows in the United States, Canada, Australia, as well as Urban’s first European concerts in more than a decade. 

    Graffiti U, which upon its debut hit #1 on charts in the United States, Canada and Australia, is Urban’s ninth studio recording and follows one of the most successful releases of his career, 2016’s RIPCORD.  It featured Urban’s 24th #1 song, “Coming Home (featuring Julia Michaels), which marked the first time that a country artist has used a sample of a country song (Merle Haggard’s “Mama Tried”). 

    Urban’s 2018 CMA nominated Album of the Year follows RIPCORD’s five #1’s, including “Blue Ain’t Your Color,” which won Best Single at the 2017 CMA Awards and Favorite Country Song at the American Music Awards, where he also collected trophies for Favorite Country Album and Favorite Male Country Artist.

    He’s had an album simultaneously atop the all-genre charts in the U.S., Canada and Australia twice and is the only male Country artist to have achieved the mark even once.  He now stands at #8 on Billboard’s All-Time Country Airplay Chart as the artist with the most consecutive top 10 songs on Billboard’s Country Airplay Chart (38) – a streak that started in August of 2000.

    In 2001, the Country Music Association honored Urban with its Horizon Award; he is one of only three in history to go on to win the CMA’s Male Vocalist of the Year, a title he’s captured three times, and the coveted Entertainer of the Year, which he’s captured twice.  The 2015 CMA Awards brought Urban his third win for Vocal Event of the Year for “Raise ‘Em Up” featuring Eric Church. It marked the first time in history that an artist has received the award in three consecutive years.

    Besides four Grammy Awards, Urban has won thirteen Country Music Association Awards, eleven Academy of Country Music Awards, four People’s Choice Awards and four American Music Awards. He is also a member of the Grand Ole Opry.

    Urban’s musical virtuosity and fluidity has led to him collaborating with a diverse group of artists that include, among others; Alicia Keys, Billy Gibbons, Buddy Guy, Carrie Underwood, Chris Stapleton, Eric Church, John Meyer, Julia Michaels, Justin Timberlake, Miranda Lambert, Nile Rodgers, Post Malone, Taylor Swift, The Rolling Stones and Vince Gill.

    He’s long supported numerous charities.  His “All For The Hall” benefit concerts for the Country Music Hall of Fame and Museum© have raised over $3.4 million.  He is the first Ambassador of the CMA Foundation, is an advisory board member at the St. Jude’s Children’s Hospital and is a longtime supporter of The Mr. Holland’s Opus Fund and The Grammy Foundation.  In 2013, he introduced his new URBAN™ Guitar Collection via HSN, proceeds of which benefit both the Grammy Foundation and Mr. Holland’s Opus Fund.

Wednesday, October 30, 2019

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