MBA Annual

2019 Schedule

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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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Wednesday, October 30, 2019

  • Press Room (Credentialed Media Only)

    Location: Level 4,
    Room 14

    Press Event

  • Registration

    Location: Level 1,
    Solar Atrium

    Registration

  • Continental Breakfast

    Location: Level 4,
    Room 16

    Breakfast,

    Networking Opportunities

  • Closing General Session: The Last Word - Ideas and Innovation for 2020 and Beyond (Closed to Media)

    Location: Level 4,
    Room 16


    Speaker(s)

    Dan Fichtler, Associate Vice President, Housing Finance Policy, Mortgage Bankers Association

    Richard Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Garth E. Graham, Senior Partner, STRATMOR Group

    William Kooper, MPA, Vice President, State Governmental Affairs and Industry Relations, Mortgage Bankers Association

    James M. Deitch, CMB, CPA, President and Chief Executive Officer, Teraverde Financial

    Greg Yeager, Director, Product Development, Simplifile

    Jonathan Kearns, MISMO, Vice President of Technology, Mortgage Bankers Association

    General Session

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    You’ve learned a lot and connected with many industry peers this week. The ideas are flying and the questions may be, too. Wrap up the week by sharing your inspiration with others in this interactive roundtable discussion. The featured speakers are you and your colleagues, with MBA Staff on hand to share updates on current initiatives and hear your ideas for more. The LIBOR transition, the expansion of Remote Online Notarization (RON), digital transformation, and more… how can MBA help? Come casual and stay for as long as your schedule allows.

    Speaker(s)

    Dan Fichtler, Associate Vice President, Housing Finance Policy, Mortgage Bankers Association

    Dan Fichtler is Associate Vice President of Housing Finance Policy at the Mortgage Bankers Association. In this role, he is responsible for developing MBA’s policy work related to loan production issues, including the government housing programs operated by FHA, VA, and USDA, as well as secondary and capital markets issues, including agency and non-agency securities markets and the activities of FHFA, Fannie Mae and Freddie Mac, Ginnie Mae, and the Federal Home Loan Banks. He also serves as the lead staff representative for MBA’s Residential Board of Governors.  Prior to joining MBA, Dan was a policy advisor at the U.S. Department of the Treasury, where he served on the staff of the Financial Stability Oversight Council. He has also served as an advisor to the majority staff of the Senate Banking Committee, during which time he helped draft the Johnson-Crapo housing finance reform legislation. 

    Richard Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Rick Hill serves as Vice President of Industry Technology at the Mortgage Bankers Association (MBA).  In this role, he is responsible for providing leadership to MBA and its membership relating to operational and technology topics faced by the industry, including through the Mortgage Industry Standards Maintenance Organization (MISMO), which he oversees.  He is also responsible for developing the content for MBA's Technology Conference and leading all of MBA's technology forums and working groups - both residential and commercial/multifamily - as well as managing technology related content for MBA Education.  Rick most recently served as MBA's Associate Vice President of Industry Technology. Prior to joining MBA in 2010, Rick was the Director of Data Strategy at Fannie Mae where he was responsible for data standards and best practices, data management including the company's data warehouse, and managing the relationship with regulatory agencies relating to information requirements.  Before his time at Fannie Mae, he was a senior auditor with Deloitte & Touche.

    Garth E. Graham, Senior Partner, STRATMOR Group

    Garth Graham is a Senior Partner at STRATMOR Group’, a 30 year old mortgage banking consulting firm. Graham has over 25 years of experience in mortgage banking, ranging from Fortune 500 companies to successful startups. He is a true pioneer of the Digital Mortgage, as one of the founders of mortgage.com, and was an executive at Top 5 lender ABN-AMRO Mortgage before it’s $9 billion sale to Citigroup in March of 2007 which closed before the market downturn. Good timing!  Garth is a frequent speaker at national conventions, corporate events, and technology conferences. And always with a balance of data, insights and jokes.

    William Kooper, MPA, Vice President, State Governmental Affairs and Industry Relations, Mortgage Bankers Association

    William Kooper is Vice President of State Government Affairs and Industry Relations at the Mortgage Bankers Association and in that capacity leads MBA's advocacy efforts at the state and local level as well as MBA's engagement with mortgage banking associations across the country. William is responsible for the MBA State Legislative and Regulatory Committee, staffs the State Association Relations Committee and leads the State Relations Initiative -- MBA's program to partner with state associations to align business development, communications and advocacy interests.  William joined MBA in January 2001 as Director of Government Affairs, and has had a variety of roles assisting MBA members. Before leading the state program, he was Associate Vice President of Legislative and Political Affairs where he directed MBA's nationwide grassroots advocacy program, the Mortgage Action Alliance, Inc. and the planning and execution of MBA's National Advocacy Conference. He also served as staff to MBA's political action committee, MORPAC.  Prior to joining MBA, William was appointed by President Bill Clinton as Special Assistant and Briefing Coordinator to U.S. Department of Housing and Urban Development Secretary Andrew Cuomo. At HUD, William prepared the Secretary's daily event briefings, wrote the Secretary's weekly report to the President and also made contributions to Presidential and Vice Presidential briefing documents.  William's other positions in and out of government have included Manager of Government Relations at HIP Health Plans in New York City, Senior Legislative Associate to the New York State Assembly Committee on Health, Research Analyst for the New York State Assembly's Council on Health Care Financing, and Confidential Assistant to New York Governor Mario Cuomo.

    James M. Deitch, CMB, CPA, President and Chief Executive Officer, Teraverde Financial

    James M. Deitch is an entrepreneur, having founded two national banks, several mortgage banking ventures, and four technology-oriented companies.  He currently serves as co-founder and CEO of Teraverde group of companies. Teraverde is a professional advisor to financial services companies.  Teraverde helps banks and mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. Prior to Teraverde, Deitch was co-founder, Chairman and CEO of American Home Bank N.A.  Under Deitch’s leadership, American Home Bank has been cited as one of the fastest growing companies in the United States by INC. Magazine. The Bank was named one of the top 50 residential lenders in the United States by SourceMedia, publisher of American Banker.  American Home Bank was ultimately acquired by BBT.  Jim is a frequent author for industry publications.  He authored “Digitally Transforming the Mortgage Banking Industry”, which was a #1 best selling new release in its category in February 2018.  His second book, “Strategically Transforming the Mortgage Banking Industry” was released on October 6, 2018 and became a #1 best selling new release shortly thereafter. Jim’s upcoming book is going to be published by De Gruyter “Disruptive Fintech - the Coming Wave of Innovation in Financial Services: Thought Leadership from CEO’s Leading the Charge” which will be released in October 2019.

    Greg Yeager, Director, Product Development, Simplifile

    Greg Yeager is a software and business process expert. With over 16 years' experience designing software and workflow solutions, he has helped global banks and mortgage companies lower operating costs and increase efficiency. Prior to joining Simplifile, Greg was Vice President of Solutions at Xerox with responsibility for developing technology and workforce solutions for the financial services industry. Greg’s speaking experience includes the MBA Annual 2016 show in Boston, where he was a featured panelist in the session, “#GROWFORWARD: Improving Customer Experience: Fundamentals for the Future.”

    Jonathan Kearns, MISMO, Vice President of Technology, Mortgage Bankers Association

    Jonathan Kearns is MISMO’s Vice President of Technology.  Recognized as a thought leader in the mortgage technology space, Jonathan has substantial experience developing technology and product strategy, including over a decade of experience with electronic signatures, eVault’s and the eClosing process.  Previously Jonathan was Senior Vice President of Technology at DocMagic, Inc., where he was responsible for their digital mortgage platforms.

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