MBA Annual

2020 Schedule

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Note: Schedule subject to change. All sessions are in Eastern Time.

Flexibility is key! Attend what you want, when you can. Stream it live or catch up on demand after the convention - MBA LIVE offers all access to accommodate your busy schedule.

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Monday, October 19, 2020

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    Login and get acquainted with the virtual event experience before diving into the program.

  • Information Desk

    Location: Lobby

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    You have questions, we have answers. Stop in for a live chat to have questions answered about this year’s Convention, download Zoom backgrounds of Chicago sites, watch a video about this year’s virtual experience, and more!

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    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot, and more.

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    Join us in thanking the sponsors of the Annual Convention & Expo 2020. We are grateful for their generous support.

  • Opening General Session: MBA Leadership 2021


    Speaker(s)

    Brian Stoffers CMB, Global President, Debt & Structured Finance, CBRE Capital Markets

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    MBA’s 2020-2021 leadership welcomes you to MBA Live. Hear insight on the state of the industry from outgoing Chairman Brian Stoffers and MBA’s leadership and future priorities from incoming Chairman Susan Stewart. Meet the 2021 roster of MBA Officers and Board Members, including those newly elected, and the recipient of the prestigious Andrew D. Woodward Distinguished Service Award, presented to an MBA member in recognition of their dedication and prominent service to the mortgage industry in a legislative and regulatory capacity.

    Speaker(s)

    Brian Stoffers CMB, Global President, Debt & Structured Finance, CBRE Capital Markets

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

  • General Session Featuring FHFA Director Mark Calabria


    Speaker(s)

    Mark Calabria, Director, FHFA, Federal Housing Finance Agency

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

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    Speaker(s)

    Mark Calabria, Director, FHFA, Federal Housing Finance Agency

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

    Mark Calabria, nominated by President Trump in January 2019, was confirmed by the U.S. Senate and sworn in as Director of FHFA in April 2019.  Prior to joining FHFA, Calabria was Chief Economist for Vice President Mike Pence, handling all economic policy issues with a focus on taxes, trade, manufacturing, financial services, and labor and housing. Immediately prior to his service with Vice President Pence, he spent eight years as Director of Financial Regulation Studies at the Cato Institute, where he helped to establish Cato's Center for Monetary and Financial Alternatives.  Calabria also previously served as a senior aide on the United States Senate Committee on Banking, Housing, and Urban Affairs to both Chairman Phil Gramm and Chairman Richard Shelby. He has also served as Deputy Assistant Secretary for Regulatory Affairs at the U.S. Department of Housing and Urban Development. He has held a variety of positions at Harvard University's Joint Center for Housing Studies, the National Association of Home Builders, and the National Association of Realtors. He has been a Research Associate at the U.S. Census Bureau's Center for Economic Studies. He holds a doctorate in economics from George Mason University.  During his Senate service, Calabria drafted significant portions of the Housing and Economic Recovery Act of 2008, which created a new regulatory framework for the housing government-sponsored enterprises, Fannie Mae and Freddie Mac, and the Federal Home Loan Banks. He was the primary drafter of the Shelby‐Dodd Flood Insurance Reform bill, which formed the basis for the Biggert‐Waters Flood Insurance Reform Act of 2012.

  • General Session: To the Point with Bob Broeksmit


    Speaker(s)

    Robert Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

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    Speaker(s)

    Robert Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

  • General Session: Diversity, Equity and Inclusion


    Speaker(s)

    Ambassador Andrew Young Ambassador, Former U.S. Ambassador to the United Nations, Civil Rights Icon and Former Mayor to Atlanta, Andrew J. Young Foundation

    Kristy Fercho, Executive Vice President - Head of Home Lending, Wells Fargo Home Mortgage

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    Andrew J. Young has earned worldwide recognition as a pioneer in and champion of civil and human rights. Ambassador Young’s lifelong dedication to service is illustrated by his extensive leadership experience of more than 65 years, having served as a member of Congress, U.S. Ambassador to the United Nations, Mayor of Atlanta and ordained minister, among other positions. Join us for a fascinating conversation facilitated by MBA’s 2021 Chairman Susan Stewart.

    Speaker(s)

    Ambassador Andrew Young Ambassador, Former U.S. Ambassador to the United Nations, Civil Rights Icon and Former Mayor to Atlanta, Andrew J. Young Foundation

    Kristy Fercho, Executive Vice President - Head of Home Lending, Wells Fargo Home Mortgage

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the MBA Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot, and more.

  • Annual20 Reception: Second City Improv

    Location: Reception Lounge


    Speaker(s)

    Annual20 Reception: Second City Improv

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    For a true Chicago experience enter this event and be entertained and play along with comedy legends The Second City who bring us live, interactive improv and games. It’s almost like being in Chicago…

    Speaker(s)

    Annual20 Reception: Second City Improv

  • MBA Advocacy Reception

    Location: Reception Lounge


    Speaker(s)

    MBA Advocacy Reception

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    Join us for the MBA Advocacy Trivia Reception. Get competitive with your fellow attendees and engage in election trivia - also hear from MBA leadership; Celebrate the Advocacy milestones with our MAA and Morpac chairs.

    Speaker(s)

    MBA Advocacy Reception

  • Opens Doors Reception - Strength. Compassion. Support.

    Location: Reception Lounge


    Speaker(s)

    Open Doors Reception - Strength. Compassion. Support.

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    Visit the Opens Doors Reception and hear from 2019 MBA Chairman, Chris George, ODF President, Deb Dubois and other leaders about the Foundation’s impact as it celebrates its 10th Anniversary. Our home Grant Program makes it possible for families to focus on the medical and emotional needs of a critically ill child and not on a home in jeopardy. Our grant program is more than a housing payment … it’s a commitment of care from communities to neighbors in need. Join us to hear more about the 6,000 families the Foundation has helped and what the next ten years will hold!

    Speaker(s)

    Open Doors Reception - Strength. Compassion. Support.

  • The Room Where Policy Happens

    Location: Reception Lounge


    Speaker(s)

    The Room Where Policy Happens

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    Enter this reception room and network with MBA committee leadership and get the latest policy updates on Secondary, Regulatory, State and Local, IMBs, Credit Unions, VA,FHA, Accounting and much more – it IS certainly the room where policy happens!

    Speaker(s)

    The Room Where Policy Happens

Tuesday, October 20, 2020

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    Login and get acquainted with the virtual event experience before diving into the program.

  • Information Desk

    Location: Lobby

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    You have questions, we have answers.  Stop in for a live chat to have questions answered about this year’s Convention, download Zoom backgrounds of Chicago sites, watch a video about this year’s virtual experience, and more!

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    Roostify’s latest artificial intelligence solution will leverage Google's Lending Doc AI to enable lenders to unlock operational efficiencies that decrease time and cost-to-close, and improve the overall consumer experience.

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    With Black Knight’s innovative, end-to-end Expedite® Close solution, a fully contactless transaction is now a reality with support for remote online notarizations and enhanced capabilities that help guide the borrower through the loan.

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    ClearProp is a comprehensive property analysis and valuation tool with nationwide coverage that enables you to produce a value by elegantly bringing together all available property data. Every search includes a lending-grade automated valuation model, industry-leading risk assessment, and the most up-to-date home price and market trends.

  • General Session: The Political Outlook


    Speaker(s)

    Robert Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

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    Day 2 opens with a non-partisan look at the political landscape as we head into the election featured with guest speaker A.B. Stoddard. Associate Editor and Columnist for RealClear Politics, Stoddard has her finger on the pulse of Washington, DC and brings us her perspective on the day’s biggest news stories. The session also includes the awarding of the Opens Doors Foundations’ Community Champion Award, as well as the Shumacher Bolduc and the Burton C. Wood Awards.

    Speaker(s)

    Robert Broeksmit CMB, President & Chief Executive Officer, Mortgage Bankers Association

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

    A.B. Stoddard, Associate Editor and Columnist, RealClearPolitics

    A.B. Stoddard is an associate editor and columnist with political news site and polling data aggregator RealClearPolitics, and a contributor and guest host for SiriusXM’s POTUS Channel. She appears regularly on Fox News Channel, Fox Business Network, CNN, and MSNBC for her expertise as a political commentator. She is a former associate editor and columnist for The Hill newspaper. Her column with The Hill won first place Dateline Awards from the Society of Professional Journalists’ Washington, D.C. chapter in 2010 and 2011.  Nonpartisan, Stoddard addresses elections and the political landscape of the day. Frequently meeting with sources and politicians of all stripes, Stoddard has her finger on the pulse of Washington, DC as she offers detailed and smart political and electoral analyses.

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    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot, and more.

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    Join us in thanking the sponsors of the Annual Convention & Expo 2020. We are grateful for their generous support.

  • General Session: Conversation with the GSE Executives


    Speaker(s)

    David Brickman, Chief Executive Officer, Freddie Mac

    Hugh Frater, Chief Executive Officer, Fannie Mae

    Kristy Fercho, Executive Vice President - Head of Home Lending, Wells Fargo Home Mortgage

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    Speaker(s)

    David Brickman, Chief Executive Officer, Freddie Mac

    David Brickman is the CEO and a member of the Board of Directors of Freddie Mac, one of the nation’s largest providers of mortgage financing. His career at Freddie Mac spans over 20 years and five divisions. He is well known for his tenure as head of Freddie Mac Multifamily, where he led a period of unprecedented growth, innovation and success. Brickman has developed over 20 products, including new structures for multifamily securities and innovative financing options to help preserve affordable rental housing.

    Brickman holds a master's degree in public policy from Harvard University and a bachelor's degree from the University of Pennsylvania. He also completed all doctoral coursework for the Ph.D. program in economics and real estate at the MIT.

    Hugh Frater, Chief Executive Officer, Fannie Mae

    Kristy Fercho, Executive Vice President - Head of Home Lending, Wells Fargo Home Mortgage

  • Sports Talk with Ron Darling


    Speaker(s)

    Ron Darling, SportsNet NY, The Harry Walker Agency

    Kevin Cooke, Senior Vice President, Strategic Partnerships & Business Development, Auction.com

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    Baseball great Ron Darling, best known as a 1986 World Series Champion with the NY Mets and currently an analyst with SportNet New York, talks about America's favorite pasttime with Auction.com's Kevin Cooke

    Speaker(s)

    Ron Darling, SportsNet NY, The Harry Walker Agency

    Kevin Cooke, Senior Vice President, Strategic Partnerships & Business Development, Auction.com

    Kevin Cooke, SVP of Strategic Partnerships & Business Development, drives Auction.com’s business development efforts with a focus on identifying client opportunities for increased revenue and portfolio performance. He is a mortgage and finance industry veteran with over 20 years of experience.  With proven financial services business development, sales, strategy, and operations professional experience in generating considerable revenue growth through strategic and tactical management, Cooke is a natural leader and strong communicator. He believes in creating a collaborative and results-oriented environment conducive to providing exponential growth. This includes setting new company strategies, expanding business pipelines, identifying and establishing mutually beneficial strategic relationships and focusing on the bottom line.  "I believe one of the keys to being a successful leader is developing both people and strategies while leveraging transparency," Cooke says. "I believe in creating an atmosphere of collaboration and relish the opportunity to work with multiple teams across an organization on achieving company goals. My favorite saying is: ‘My word is my bond and I live that motto every day of my professional life."  Previously, Cooke served as VP of Enterprise Solutions at Altisource, handling mortgage lifecycle to establish and expand relationships with clients. Prior to his tenure at Altisource, Cooke held the position of SVP of Business Development at LenderLive. He also served as Business Development Leader at Carrington Investment Services, AMS Servicing, and, Mortgage Outreach Services Group.

  • General Session featuring CFPB Director Kathy Kraninger


    Speaker(s)

    Kathy Kraninger, Director, Consumer Financial Protection Bureau (CFPB)

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    Speaker(s)

    Kathy Kraninger, Director, Consumer Financial Protection Bureau (CFPB)

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

  • General Session featuring HUD Secretary Benjamin Carson


    Speaker(s)

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

    The Honorable Brian D. Montgomery, Deputy Secretary, U.S. Department of Housing & Urban Development

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    Speaker(s)

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

    On March 2nd, 2017, Dr. Benjamin S. Carson, Sr., M.D., was sworn in as the 17th Secretary of the U.S. Department of Housing and Urban Development.

    For nearly 30 years, Secretary Carson served as Director of Pediatric Neurosurgery at the Johns Hopkins Children’s Center, a position he assumed when he was just 33 years old, becoming the youngest major division director in the hospital’s history.   In 1987, he successfully performed the first separation of craniopagus twins conjoined at the back of the head.  He also performed the first fully successful separation of type-2 vertical craniopagus twins in 1997 in South Africa.

    Dr. Carson received dozens of honors and awards in recognition of his achievements including the Presidential Medal of Freedom, the nation’s highest civilian honor. He is also a recipient of the Spingarn Medal, the highest honor bestowed by the National Association for the Advancement of Colored People (NAACP).

    Dr. Carson authored nine books, four of which he co-wrote with his wife Candy.  The U.S. News Media Group and Harvard’s Center for Public Leadership named him among “America’s Best Leaders” in 2008.  

    Dr. Carson and his wife co-founded the Carson Scholars Fund, which recognizes young people of all backgrounds for exceptional academic and humanitarian accomplishments.  The Fund is currently operating in 50 states and the District of Columbia, and has recognized more than 7,300 scholars, awarded more than $7.3 million in scholarships, and installed more than 150 Ben Carson Reading Rooms around the country. 

    Born in Detroit to a single mother with a 3rd grade education who worked multiple jobs to support their family, Secretary Carson was raised to love reading and education.  He graduated from Yale University and earned his M.D. from the University of Michigan Medical School.  He and his wife are the proud parents of three adult sons and three grandchildren.

    The Honorable Brian D. Montgomery, Deputy Secretary, U.S. Department of Housing & Urban Development

    Brian D. Montgomery was confirmed as Deputy Secretary of the U.S. Department of Housing and Urban Development on May 12, 2020. Through this role, he manages the day-to-day operations of the agency and advises and assists the Secretary in leading the Department’s nearly 8,000 employees.

    Prior to assuming the role of Deputy Secretary, Brian Montgomery served as Federal Housing Commissioner. Nominated by President Trump in September 2017, his confirmation marks the first time an individual has served as head of the Federal Housing Administration (FHA) twice, and under three different Administrations. As Commissioner, he managed FHA’s more than $1.4 trillion mortgage insurance portfolio, which includes its Single Family, Multifamily, and Health Care programs. As Assistant Secretary for Housing, he has overseen HUD’s Project-based Section 8 rental assistance housing program, the Office of Housing Counseling, and HUD’s Manufactured Housing Program.

    With over 30 years of experience in both the public and private sector, including his first term as Commissioner from 2005 to 2009, Mr. Montgomery brings to HUD a deep knowledge of housing issues and vast experience spearheading large-scale policy initiatives. During his first term as HUD’s Assistant Secretary for Housing and FHA Commissioner, he spearheaded regulatory reform of the Real Estate Settlement Procedures Act (RESPA), developing solutions to assist struggling homeowners during the financial crisis, and his leadership of FHA modernization efforts that led to legislation in 2008.

    From January 2003 until April 2005, Mr. Montgomery served in the Executive Office of the President as Deputy Assistant to the President and Cabinet Secretary. In this role, he led the White House’s internal working group to monitor all facets of the Space Shuttle Columbia accident investigation for which he was awarded the NASA Exceptional Service Medal. Mr. Montgomery also served as Deputy Assistant to the President and Director of Presidential Advance from January 2001 until January 2003. During his time as Director of Presidential Advance he traveled extensively with President Bush, including on September 11, 2001.

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    DocuSign Rooms for Mortgage accelerates closing times and improves the borrower experience with a secure, digital workspace for everyone involved in a mortgage. Instead of downloading forms and emailing, lenders collect all borrower documents and create configurable checklists and reminders for a smooth closing process.

  • General Session featuring Presidential Historian Jon Meacham


    Speaker(s)

    Jon Meacham, Presidential Historian and Pulitzer Winning Author

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    Presidential historian and Pulitzer Prize-winning author Jon Meacham is one of America's most prominent public intellectuals. In an interview with MBA’s 2020 Chairman-Elect Susan Stewart, he shares his deep knowledge of politics, religion, and current affairs, bringing historical context to the issues and events impacting our daily lives.

    Speaker(s)

    Jon Meacham, Presidential Historian and Pulitzer Winning Author

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

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    Pulitzer Prize-winning author Jon Meacham talks about his recent books available for purchase here.

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    Credit Analyzer is the new Ellie Mae AIQ analyzer solution that leverages AI and ML technologies to automate the underwriting process of validating the data provided on a credit report against the LOS data and the data supplied on the documents for consistency and accuracy across the entire loan.

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    Tavant FinXperience Servicing, a part of the VΞLOX suite, provides a new identity to servicing experience through superior service to homeowners. FinXperience provides personalized and configurable borrower journeys for mortgage servicing, HELOCs, and loans through a suite of user-friendly platforms.

  • Business Operations Track: IMB Liquidity Challenges


    Speaker(s)

    Pam Cooper CMB, Chief Financial Officer, Citywide Home Loans/CHL Mortgage

    Laura Brandao, President, American Financial Resources Inc

    Kirstin McMullen, CFO, The Money Source Inc.

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    The past year has provided new and unexpected liquidity challenges in the mortgage industry, particularly for servicers that have been charged with implementing forbearance and other loss mitigation options for borrowers impacted by the pandemic. It is unsurprising, therefore, that regulators, the GSEs, investors, and analysts have placed great scrutiny on liquidity – particularly with respect to IMBs. In this session, practitioners share their expert analysis of the lessons learned from the pandemic, the challenges that remain, reactions from policymakers, and steps that IMBs and other market participants can take to enhance their liquidity profiles.

    Speaker(s)

    Pam Cooper CMB, Chief Financial Officer, Citywide Home Loans/CHL Mortgage

    Laura Brandao, President, American Financial Resources Inc

    Laura Brandao launched its wholesale channel, and now serves American Financial Resources as President and only female partner. Laura is Chair of NAMMBA’s Visionary program, and founder of the Women’s Mortgage Network for AIME. Laura has grown AFR as a leading specialty lender, rolling out new products based on market demand, and is a coveted speaker, and well-regarded champion for the industry. Her recent honors include: “10 Most Influential Businesswomen to Follow” and “20 Most Successful Businesswomen to Watch” by Insights Success, a “Women with Vision,” a “Top 100 People in Finance,” and an NJBIZ “Best 50 Women in Business.”

    Kirstin McMullen, CFO, The Money Source Inc.

  • mPower: Protocol: The Power of Diplomacy and How to Make it Work for You


    Speaker(s)

    Capricia Marshall, Former Chief of Protocol, Obama Administration, Ambassador-in-Residence, Atlantic Council

    Marcia Davies, Chief Operating Officer, Mortgage Bankers Association

    Elaine Howard, Vice President of Meetings & Conferences, Mortgage Bankers Association

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    What over two decades of working at the highest levels of government taught Ambassador Capricia Marshall: There’s power in detail and nuance. Marshall will talk about her best-selling book Protocol and relate why protocol is important in everyone’s day to day lives. When you enter any interaction —with a client, manager, or even your child’s teacher— the outcome comes down to how effective you are at two things: connecting and persuading. Marshall will bring us a master class in protocols’ power, unveiling the complexity of human interactions and making the case that civility, cultural IQ, and a flexible mindset matter now more than ever.

    Speaker(s)

    Capricia Marshall, Former Chief of Protocol, Obama Administration, Ambassador-in-Residence, Atlantic Council

    Marcia Davies, Chief Operating Officer, Mortgage Bankers Association

    Elaine Howard, Vice President of Meetings & Conferences, Mortgage Bankers Association

  • Strategy & Technology Track: Rapid Expansion of Digital Mortgage....


    Speaker(s)

    Joseph Tyrrell, Chief Operating Officer, Ellie Mae, Inc.

    Paul Anastos, Chief Innovation Officer, Guaranteed Rate, Inc.

    Nima Ghamsari, Chief Executive Officer & Co-Founder, Blend

    Rich Gagliano, President, Origination Technologies, Black Knight

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    A panel of industry innovators discuss today’s rapid expansion and adoption of digital solutions in the wake of COVID-19. Higher volume, lower rates and social distancing changed customer needs and expectations. Lenders responded with new processes and faster turn times. Learn from these leaders as you plan your 2021 strategy...

    Speaker(s)

    Joseph Tyrrell, Chief Operating Officer, Ellie Mae, Inc.

    Joe Tyrrell is President of ICE Mortgage Technology, the leading digital mortgage technology platform and a wholly-owned subsidiary of Intercontinental Exchange, Inc. (ICE: NYSE). ICE continues to bring efficiency and transparency to the mortgage finance industry through ICE Mortgage Technology. Through the Ellie Mae acquisition in September 2020, the expanded platform, for the first time, will bring together all the key stakeholders, MERS, Simplifile and Ellie Mae, from origination to the final settlement under one platform. Tyrrell previously served as Chief Operating Officer of Ellie Mae prior to ICE’s acquisition. As COO, he oversaw technology, product strategy, product management and the business and corporate development efforts.

    Paul Anastos, Chief Innovation Officer, Guaranteed Rate, Inc.

    Nima Ghamsari, Chief Executive Officer & Co-Founder, Blend

    Nima Ghamsari is CEO and co-founder of Blend, a Silicon Valley technology company propelling consumer lending into the digital age. He leads the company's corporate and product strategy toward the vision of a more frictionless, compliant, and accessible consumer finance ecosystem. Nima is currently focused on expanding the Blend platform both in breadth and depth, bringing a seamless process to more consumers across more of their financial lives. He is also spearheading a number of the company's initiatives around emerging technologies and how to implement them. Prior to founding Blend, Nima was one of the first employees of the commercial group at Palantir Technologies. He is a graduate of Stanford University where he earned a B.S. in computer science.

    Rich Gagliano, President, Origination Technologies, Black Knight

    Richard (“Rich”) Gagliano is President of Origination Technologies for Black Knight, a premier provider of integrated software, data and analytics to the mortgage industry. As the division’s leader, Rich is primarily responsible for the direction of Black Knight’s loan origination systems for retail, wholesale, consumer-direct, home equity and correspondent lending channels.  Before joining Black Knight, Rich was SVP of Direct Lending and Chief Administrative Officer at Aurora Bank. Rich earned a bachelor’s degree in business administration from Southeast Missouri State University and an MBA degree in finance from Saint Louis University.

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    Wipro’s cloud-based analytics application is designed to provide managers and executives greater visibility of their loan pipelines, and to increase business intelligence with real-time insights.

  • Concert MBA: A Backstage Pass

    Location: Main Stage


    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five For Fighting, Lending Authorities, Inc.

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    This musical retrospective will feature MBA favorite singer/songwriter John Ondrasik of Five for Fighting, who will guide viewers on a musical journey highlighting the most memorable performers and performances from past Concert MBA events. As he takes us on this journey, Ondrasik will also share the inspiration behind some of his own hit songs, such as Superman, 100 Years and What Kind of World Do You Want?

    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five For Fighting, Lending Authorities, Inc.

Wednesday, October 21, 2020

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    Login and get acquainted with the virtual event experience before diving into the program.

  • Information Desk


    Speaker(s)

    Jill Ferguson CMM, Associate Vice President of Meetings and Registration Services, Mortgage Bankers Association

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    You have questions, we have answers.  Stop in for a live chat to have questions answered about this year’s Convention, download Zoom backgrounds of Chicago sites, watch a video about this year’s virtual experience, and more!

    Speaker(s)

    Jill Ferguson CMM, Associate Vice President of Meetings and Registration Services, Mortgage Bankers Association

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    ACES Audit Quality Management & Control Software™  improves audit throughput and quality while controlling costs and risk, by delivering customizable, flexible technology, giving independent mortgage lenders and financial institutions the ability to easily manage and meet their business needs without having to rely on IT or other outside resources.

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    LoanLogics IDEA™ OnDemand is a turnkey, cloud-native document processing digital assistant that automates document classification and data extraction in seconds, helping to speed origination.

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    Mortgage HQ provides all-in-one training solutions for mortgage lenders. Designed to provide everything MLOs need for career success, from market updates to sales tips, have industry news and trends from mortgage experts available at your fingertips.

  • General Session: Market Outlook


    Speaker(s)

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

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

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

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    Don’t miss our latest forecast on the various forces impacting the market during these unprecedented times and what they may mean as you develop your business strategy for 2021 and beyond

    Speaker(s)

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

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

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

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    Meet your peers from across the country in MBA's Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot, and more.

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    Join us in thanking the sponsors of the Annual Convention & Expo 2020. We are grateful for their generous support.

  • HUB Book Club with Capricia Marshall


    Speaker(s)

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

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

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

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    Capricia Marshall, author of Protocol: The Power of Diplomacy and How to Make It Work for You, talks about the book. Purchase here.

    Speaker(s)

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

    Joel Kan, Associate Vice President of Economic and Industry Forecasting, Mortgage Bankers Association

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

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    With origination, processing, underwriting, closing, funding, and delivery under one innovative platform, lenders can achieve big results in less time and at a lower cost with Origence.

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    By combining leading industry data with geo- and time-stamped user-generated videos, EXOS Inspect allows your borrowers or approved property contacts to conduct self-service home inspections using their smartphones. 

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    Combine integrated eClose functionality with SimpleNexus' leading digital mortgage platform for more efficient closing workflows, increased cost savings, and a more convenient borrower experience. 

  • General Session: Tech Solutions Showcase for Top Decision Makers


    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

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    COVID has accelerated all tech trends from digital closings to customer retention to the convergence of originations and servicing. In this hosted demo showcase, we review how top trends are changing your tech decisions in 2020-2021, see demos from 5 tech companies driving these trends, and get real-time analysis of demos from The Basis Point's Julian Hebron. Don't miss this power hour designed to help decision makers clarify the rapidly changing tech ecosystem.

    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

  • Business Operations Track: Talent Acquisition, Retention and Rightsizing for 2021


    Speaker(s)

    Garth Graham, Senior Partner, STRATMOR Group

    Michael Patterson, Chief Operating Officer, Freedom Mortgage Corporation

    James Clapp, President, Certainty Home Loans, LLC

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    With production volume high, retention and recruitment are top challenges for mortgage companies right now. Learn strategies for meeting today’s demands for staffing, facilities use and tech spending, while planning ahead for 2021.

    Speaker(s)

    Garth Graham, Senior Partner, STRATMOR Group

    Michael Patterson, Chief Operating Officer, Freedom Mortgage Corporation

    James Clapp, President, Certainty Home Loans, LLC

    Servicing as Certainty Home Loans President since 2011, Jim Clapp is responsible for the strategic direction of the company and oversees the executive leadership team. As CFO of Certainty for seven years, Jim was responsible for the management of all financial and accounting functions for the company. Prior to joining Certainty Home Loans, Jim had more than 17 years of experience in commercial banking with a focus on mortgage warehouse lending . Jim is a Director on the Texas Mortgage Bankers Association Board of Directors and is currently serving as the Association’s President since  April of 2020.  Jim is also a member of the MBA’s Independent Mortgage Bankers Executive Council.  Jim serves on the Board of the non-profit Stewpot Alliance, a homeless shelter and resource center, as the Assistant Treasurer. Jim holds a B.A. in Finance and an MBA with a finance concentration from Texas Christian University.

  • Policy & Compliance Track: Government Lending Updates


    Speaker(s)

    Cathy Glover, Deputy Administrator, SFH, USDA Rural Development

    Julienne Joseph, Associate Director, Government Housing Programs, Mortgage Bankers Association

    The Honorable Dana T. Wade, Assistant Secretary for Housing and Federal Housing Commissioner, U.S. Department of Housing and Urban Development

    Terry Rouch, Assistant Director, Loan Policy and Valuation, U.S. Department of Veteran Affairs

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    Leaders from key industry agencies provide updates on their housing programs.

    Speaker(s)

    Cathy Glover, Deputy Administrator, SFH, USDA Rural Development

    Julienne Joseph, Associate Director, Government Housing Programs, Mortgage Bankers Association

    Julienne Joseph is the Associate Director of Government Housing Programs with the Mortgage Bankers Association where she focuses on FHA, VA, USDA and appraisal policy issues. She holds a Bachelor of Arts degree in English Literature from the University of Virginia and an M.B.A. in Real Estate Management from Marylhurst University. With nearly 20 years of mortgage origination, counseling, and housing policy experience, Julienne has built a career that’s dedicated to creating safe, affordable and sustainable homeownership opportunities for every borrower.

    The Honorable Dana T. Wade, Assistant Secretary for Housing and Federal Housing Commissioner, U.S. Department of Housing and Urban Development

    Dana T. Wade serves as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD). Nominated for the role by President Trump and confirmed in July 2020 by the Senate, Mrs. Wade oversees the approximately 2,500 employees in HUD’s Office of Housing and the Federal Housing Administration. Wade previously served as General Deputy Assistant Secretary for the Office of Housing and Acting Federal Housing Commissioner from 2017-2018. Prior to returning to HUD, Wade served in a senior leadership role at the Office of Management and Budget.

    Wade has broad knowledge and experience in financial and housing policy issues, having served as the Deputy Staff Director of the Senate Committee on Banking, Housing and Urban Affairs and as Republican Deputy Staff Director of the Senate Committee on Appropriations. With her background, Wade is well positioned to lead the work of HUD’s Office of Housing and the Federal Housing Administration. She has a keen understanding of how banking and housing policy impact the affordability of housing, taxpayer commitments, and by extension neighborhoods and communities.

    Prior to her service in the Senate, Wade was the financial markets budget analyst for Rep. Paul Ryan on the House Budget Committee. She was also a policy adviser to Senator John McCain during the 2008 presidential race and has worked for the U.S. Options Clearing Corporation and Accenture. Wade graduated from Georgetown University with a B.A. in economics and earned an MBA from the Wharton School at the University of Pennsylvania.

    Terry Rouch, Assistant Director, Loan Policy and Valuation, U.S. Department of Veteran Affairs

    Mr. Rouch has been in his current position as the Assistant Director, Loan Policy and Valuation, in the Department of Veterans Affairs’ (VA) Loan Guaranty Service since June, 2020. A Veteran himself, he brings with him a wealth of industry knowledge, including over 25 years’ experience in mortgage banking.  Prior to joining the VA, he worked several years for the US Department of Housing and Urban affairs in the Office of Single Family Housing (FHA) and Community Planning and Development.  During the 2008 Housing Crisis, he was appointed by the FDIC to lead IndyMac Bank, a failed $32 billion bank placed into conservatorship and its subsequent sale to Treasury Secretary Steven Mnuchin's OneWest Bank.  Mr. Rouch has sat on national regulatory policy committees and working groups, including the initial team that established the Office of Complex Financial Institutions, and currently serves as a Federal Credit Union Chairman of the Board.

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