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.

Download Agenda Editable Agenda

Sunday, October 27, 2019

  • Registration

    Location: Level 1,
    Solar Atrium

    Registration

  • Member Engagement Suite

    Location: Level 4,
    Room 15

    Member Services Event

  • Gravitas New York

    Location: Level 1,
    Solar Atrium

    Special Event

  • Committee Meeting

  • Committee Meeting

  • CMB Society Meeting (Society Members Only)

    Location: Level 1,
    Ballroom B

    Committee Meeting

  • NAMMBA College Day

    Location: Level 4,
    Room 18A

  • MBA Education Event

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Level 4,
    Room 14

    Press Event

  • Committee Meeting

  • Special Session: Resilience and Reward: The Making of a World Cup Champion

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Kristy Fercho, 2020 Vice Chairman and President of Mortgage, Flagstar Bank

    James M. Wehmann, Executive Vice President, FICO

    Carli Lloyd, U.S. Women’s National Soccer Team Captain, Two-Time World Cup Champion (2015 & 2019), and Two-Time FIFA Player of the Year (2015 & 2016)

    Special Session

    Read more Read less

    Carli Lloyd is an American professional soccer player for the U.S. Women’s National Soccer Team and the National Women’s Soccer League’s Houston Dash. A two-time Olympic Gold Medalist, Carli holds the unique distinction of scoring the game-winning goals in the finals at both the 2008 Games in Beijing and the 2012 Games in London. With a work ethic second to none, Lloyd has played in over 200 matches for the U.S. Women’s National Team and has scored 67 goals.  Off the field, Carli is a role model who empowers fans to never give up on achieving their goals. Hear her inspiring story in an interview with MBA’s Vice Chairman, Kristy Fercho.

    Speaker(s)

    Kristy Fercho, 2020 Vice Chairman and President of Mortgage, Flagstar Bank

    Kristy Fercho joined Flagstar Bank in 2017 as executive vice president and president of Mortgage. In this capacity, she is responsible for the direction and oversight of all aspects of mortgage and secondary marketing for Flagstar and for the continued expansion of Flagstar’s mortgage business. Flagstar is the nation’s fifth largest bank mortgage originator.  Prior to Flagstar, Fercho spent 15 years with Fannie Mae, ultimately serving as senior vice president, customer delivery executive, responsible for the end-to-end strategy and business performance of all single-family customers in the western United States, representing an acquisition volume of over $300 billion. Her experience in the mortgage industry is broad and deep, covering mortgage originations, fulfillment, risk management, secondary marketing, servicing, technology initiatives, and regulation.  Prior to Fannie Mae, she worked for eight years at PepsiCo, reaching the level of director of Human Resources for several corporate functions worldwide. Fercho began her career at Baxter Healthcare in sales, operations, and HR positions.  Fercho serves on the board of directors of the Mortgage Bankers Association and the Detroit Zoological Society. MReport honored her as one of the Top Women in Housing, Diversity Journal listed her among its Women Worth Watching, National Mortgage Professional Magazine named her to its list of Most Powerful Women, and the Michigan Chronicle selected her for its Women of Excellence recognition.

     

    James M. Wehmann, Executive Vice President, FICO

    James M. Wehmann is executive vice president of FICO’s Scores business unit, a position held since 2012.  He leads all aspects of the global FICO Score business, including its use in risk management and its distribution to consumers through various channels.  His work includes global initiatives designed to positively impact consumer financial inclusion and consumer financial education.  At FICO, Jim has developed deep insights into consumer credit trends and reporting practices, which he routinely shares with a broad group of stakeholders.  Prior to FICO, much of Jim’s twenty-five year career has focused on consumer marketing, including financial products, where he studied consumer behavior and developed communication strategies designed to influence consumer attitudes and actions. 

    Carli Lloyd, U.S. Women’s National Soccer Team Captain, Two-Time World Cup Champion (2015 & 2019), and Two-Time FIFA Player of the Year (2015 & 2016)

    Carli Lloyd is an American professional soccer player for the U.S. Women’s National Soccer Team and the National Women’s Soccer League’s Sky Blue FC in NJ. A two-time Olympic Gold Medalist (2008 and 2012), Carli holds the unique distinction of scoring the game-winning goals in the finals at both the 2008 Games in Beijing and the 2012 Games in London. She also represented the United States at the past four Women’s World Cup tournaments (2007, 2011, 2015, and 2019) and is a two-time World Cup Champion (2015 and 2019). She has been awarded the most prestigious and highest award in soccer being named two-time FIFA World Player of the Year (2015 and 2016), only four other americans recieveing the award. She became the only American to score multiple goals in three separate Olympic Games (2008, 2012, 2016). Currently she has scored over 115 + goals, in almost 300 games played.  At the 2015 Women’s World Cup, Carli led the U.S. team in record-setting fashion, bringing the World Cup back to the U.S. for the first time since 1999. During the final match against Japan, Carli scored a historic hat trick, with all three goals occurring within the first 16 minutes of the game. Her third and final goal of the game scoring from midfield was widely described as one of the greatest goals of all time. Lloyd became the first player ever to score three goals in a FIFA Women's World Cup final and the second soccer player ever to score a hat-trick in a FIFA World Cup Final. For her performance in the tournament, Carli received the Golden Ball Trophy, awarded to the best player of the tournament, and the Silver Boot for her six tournament goals and one assist. Following her extraordinary achievements, noted media and soccer analysts around the world called Carli’s performance among the best-ever on a world stage.  In July 2019, the USWNT claimed its record fourth FIFA Women’s World Cup title, making Carli a twotime World Cup champion and she became the first player to score in six straight Women's World Cup games. Off the field, Carli is a role model who empowers fans to never give up on achieving their goals. She almost gave up on her own soccer dream, but with the help and motivation from her coach/mentor James Galanis, Carli continued her journey and has never looked back! Carli was raised in Delran, NJ and attended nearby Rutgers University, where she set records as the Scarlet Knights all-time leader in points, goals and shots. In 2013, Lloyd was inducted into the Rutgers Hall of Distinguished Alumni. In 2017 she was inducted into the New Jersey Hall of Fame. She published a best-selling memoir in the fall of 2016 titled “When Nobody Was Watching.” Carli serves as mentor and mental toughness coach for her former youth club, the Medford Strikers.  She married her High School sweetheart, Brian in 2016 and still lives in NJ.

  • MBA Opening Ceremony: Installation of 2020 Officers, Graduation Ceremonies for CMBs and Future Leaders, Diversity & Inclusion Awards

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and Chief Executive Officer, CMG Financial

    Brian Stoffers, CMB, 2020 MBA Chairman, Global President, Debt & Structured Finance, CBRE

    Susan Stewart, 2019 MBA Chairman Elect, Chief Executive Officer, SWBC Mortgage

    Kristy Fercho, 2020 Vice Chairman and President of Mortgage, Flagstar Bank

    General Session

    Read more Read less

    Join us for a ceremony of congratulations and celebration as the 2020 MBA leadership team is sworn in for their new roles, the most recent graduates of the prestigious Certified Mortgage Banker (CMB) and Future Leaders programs are recognized, and the winners of the Diversity & Inclusion Awards, E. Michael Rosser Lifetime Achievement Award and MBA Employee of the Year Award are announced.

     

    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and Chief Executive Officer, CMG Financial

    Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. The company conducts business in 50 states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, Fannie Mae and Freddie Mac.  Founded in 1993, the company is widely known for responsible lending practices, industry and consumer advocacy, market innovation and operational agility. Under George's direction, CMG Financial has developed into a robust firm making its products and services available to the market nationally through three distinct origination channels including wholesale, correspondent and retail lending which also serves the home builder, real estate and credit union communities. CMG Financial offers a variety of home financing solutions including their proprietary products and programs, such as the All In One Home LoanTM, which facilitates faster loan payoff, and HomeFundItTM, to enable buyers to raise their down payment.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. George serves on the Board of Directors for MBA's Opens Doors FoundationTM. He is the immediate past Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.  In 2012, George established the CMG Foundation, a philanthropic endeavor to support non-profit organizations at both the community and national levels. To date the CMG Foundation has provided valued funding for the Gary Sinise Foundation's R.I.S.E. program, MBA's Opens Doors FoundationTM, Homes for Our Troops, and the Cancer Support Community SF Bay Area programs, as well as benefitting a host of other local organizations.

    Brian Stoffers, CMB, 2020 MBA Chairman, Global President, Debt & Structured Finance, CBRE

    Brian Stoffers, CMB, is Chairman-Elect of the Mortgage Bankers Association and Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm. Under his leadership, approximately 180 professionals have originated approximately $300 billion in loan volume since 2007. Additionally, this practice maintains a loan services portfolio of more than $180 billion globally.  Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, debt funds and loans, Freddie Mac, Fannie Mae, FHA and Wall Street sources.  Prior to the CB Richard Ellis acquisition of L.J. Melody in 1996, Brian served as senior vice president and Southwest Regional Manager for CB Commercial's mortgage banking division. He began his career with Coldwell Banker Commercial in 1981 and became a senior real estate finance officer in the firm's La Jolla, California, office. Brian currently serves on CBRE's Global Operating Committee.  An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves as 2019 Chairman of MBA's Diversity and Inclusion Committee. Brian also serves on MBA's Executive Committee as well as the Chairman of the Audit Committee and co-chair of the GSE Reform Committee. Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.  Brian is an author of numerous industry articles and a regular contributor to national and local publications. He is an experienced guest speaker, panelist and moderator for numerous organizations and industry conferences nationwide, including MBA.

    Susan Stewart, 2019 MBA Chairman Elect, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2019 MBA Vice Chairman of the Mortgage Bankers Association and Chief Executive Officer of SWBC Mortgage, a full-service mortgage banking firm headquartered in San Antonio, Texas. She currently serves as a member of MBA’s Board of Directors and is the immediate past Vice-Chair of the MBA’s Residential Board of Governors (RESBOG). Stewart serves on the board of the MBA Opens Doors Foundation (ODF) and both Stewart and SWBC Mortgage have been recognized as Guardian level donors of the organization. She currently serves on MBA’s Consumer Affairs Advisory Council and has previously served on MBA’s Loan Production and Fraud Prevention Committees.



    Kristy Fercho, 2020 Vice Chairman and President of Mortgage, Flagstar Bank

    Kristy Fercho joined Flagstar Bank in 2017 as executive vice president and president of Mortgage. In this capacity, she is responsible for the direction and oversight of all aspects of mortgage and secondary marketing for Flagstar and for the continued expansion of Flagstar’s mortgage business. Flagstar is the nation’s fifth largest bank mortgage originator.  Prior to Flagstar, Fercho spent 15 years with Fannie Mae, ultimately serving as senior vice president, customer delivery executive, responsible for the end-to-end strategy and business performance of all single-family customers in the western United States, representing an acquisition volume of over $300 billion. Her experience in the mortgage industry is broad and deep, covering mortgage originations, fulfillment, risk management, secondary marketing, servicing, technology initiatives, and regulation.  Prior to Fannie Mae, she worked for eight years at PepsiCo, reaching the level of director of Human Resources for several corporate functions worldwide. Fercho began her career at Baxter Healthcare in sales, operations, and HR positions.  Fercho serves on the board of directors of the Mortgage Bankers Association and the Detroit Zoological Society. MReport honored her as one of the Top Women in Housing, Diversity Journal listed her among its Women Worth Watching, National Mortgage Professional Magazine named her to its list of Most Powerful Women, and the Michigan Chronicle selected her for its Women of Excellence recognition.

     

  • MBA Education Event,

    Networking Opportunities,

    Reception

  • Opening Reception in THE HUB: Austin City Limits

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Thanks to Our 2019 Sponsors

Signature

Premier

Millennium

Platinum

Gold

Silver

Bronze

Host