MBA Annual

2021 Schedule

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Saturday, October 16, 2021

  • mPowering You: MBA's Summit for Women in Real Estate Finance (Separate Registration Required)


    Speaker(s)

    Marcia M. Davies, mPower Founder; Chief Operating Officer, Mortgage Bankers Association

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    mPowering You is all about community, connection and collaboration. As a community and an industry, we are better when we are continually growing and learning—and we are at our best when we're engaged in these pursuits together. mPowering You, MBA's Summit for Women in Real Estate Finance, is an all-day event purposefully dedicated to just that by creating opportunities to expand your network, celebrate your wins and reach your potential.

    Speaker(s)

    Marcia M. Davies, mPower Founder; Chief Operating Officer, Mortgage Bankers Association

    Marcia Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA).  As COO, Marcia is responsible for ensuring cross-organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of key organizational priorities. She is also the lead strategist for MBA's external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Information Technology and Office Services divisions. She also provides management oversight to and is a Board member of MBA's Opens Doors Foundation.  Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy.  Marcia is the founder of mPower - MBA Promoting Opportunities for Women to Extend their ReachMBA's networking platform for women in the real estate finance industry. Under her leadership, mPower has grown into an engaged community of more than 24,000, providing best-in-class conference and webinar programming, networking events, and online opportunities to stay engaged. Through mPower, more women are positioned to achieve leadership positions and are well represented in all segments of the industry. Marcia is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). She is also a member of Women in Housing Finance and the International Women's Leadership Association. Marcia received the silver Stevie Awards for Women in Business 2018 Maverick of the Year. She is also the recipient of Five Star's Laurie A. Maggiano Legacy award, a two-time Mortgage Women Magazine Women With Vision award winner, and a recipient of the NAWRB 2018 Industry Revolutionary Award, and the CIFS Diversity & Inclusion 2018 Trailblazer Award. In 2015, Marcia was honored by HousingWire as one of its 2015 Women of Influence. Marcia is a graduate of the Katharine Gibbs School in Montclair, N.J.

  • Registration

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A Lobby

Sunday, October 17, 2021

  • Registration

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A Lobby

  • Member Engagement Suite

    Location: Convention Center,
    Upper Level,
    Room 11B

    Member Services Event,

    Networking Opportunities

  • Gravitas Confidence Closet

    Location: Convention Center,
    Upper Level,
    Sails Pavilion

    Special Event

    Read more Read less

    Gravitas New York uses fashion to empower women to be their best selves. Shop the Confidence Closet and sign up for a consultation with “dress whisperer” Lisa Sun, CEO and founder of Gravitas New York. Sign up here: https://tinyurl.com/gravitassignuplink

  • LinkedIn Profile Consultations

    Location: Upper Level,
    Room 5 Foyer


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    Dayve Gabbard, VP of Operations, DW Consulting Solutions, LLC

    Special Event

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    Sign up for a 15-minute LinkedIn Profile Consultation with an expert coach. Find out what your profile says about you and learn strategies to build and engage your network. Sign up link: https://calendly.com/dwcs/mba21

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    A New Englander, Debbie Wemyss (weemz) currently resides in West Palm Beach, Florida having enjoyed a 30+ 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 800 individuals and hundreds more through workshops and global speaking engagements, the DWCS Team now has clients in 21 countries and offers customized LinkedIn Coaching and Speaking engagements for Corporations, Individual Professionals, and Professionals in Transition. All services are available in English, Spanish, and Portuguese. Ms. Wemyss is an active networker and holds memberships in the Chamber of Commerce of the Palm Beaches, Palm Beach North Chamber of Commerce, the Alliance of Women Executives (AWE) as Director of Communications, Women’s Master Networking and is active in several local networking groups. Aside from her work, Ms. Wemyss is an avid fan of saltwater, sand, and golf courses. Disclaimer: Neither Debbie Wemyss or DW Consulting Solutions LLC is affiliated with or endorsed by LinkedIn® Corporation. www.dwconsultingsolutions.com

    Dayve Gabbard, VP of Operations, DW Consulting Solutions, LLC

    Dayve brings her 25+yrs of business expertise and experience in the NPO and corporate environments. Her passion is problem-solving and process development in entrepreneurial settings. She brings her insights from experience in human resources, finance, marketing, and executive leadership. Start-ups and small businesses are her passion. Entrepreneurial environments appeal to her for their ability to offer innovative solutions, a fast-paced atmosphere, lack of bureaucracy, and the likelihood of rapid improvements to processes. She is an experienced leader with a strong background in creative problem solving and business process development. As Vice President of Operations for DW Consulting Solutions, Dayve offering guidance on business process improvements, bookkeeping, expanding the scope of services, and identifying operational efficiencies. Aside from work, Dayve is a world-class a cappella singer and coach, she enjoys wine tastings and meditation. Disclaimer: Neither Debbie Wemyss, Dayve Gabbard, or DW Consulting Solutions LLC is affiliated with or endorsed by LinkedIn® Corporation. www.dwconsultingsolutions.com

  • Committee Meeting

  • CMB Society Meeting (Committee Members Only)

    Location: Convention Center,
    Upper Level,
    Room 1

    Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Mortgage Technology Vendor Working Group (Open to MBA Members; Closed to Media)

    Location: Convention Center,
    Mezzanine Level,
    Room 15

    Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Residential Technology (RESTECH) Forum (Closed to Media)

    Location: Convention Center,
    Mezzanine Level,
    Room 15

    Committee Meeting

  • MORPAC Steering Committee Meeting (Committee Members Only)

    Location: Convention Center,
    Upper Level,
    Room 4

  • Press Room (Credentialed Media Only)

    Location: Convention Center,
    Upper Level,
    Room 10

    Press Event

  • SPECIAL SESSION: Market Outlook

    Location: Convention Center,
    Upper Level,
    Ballroom 6


    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

    Mark Jones, 2022 MBA Vice Chairman; Chief Executive Officer & Co-Founder, Amerifirst Home Mortgage

    General Session,

    Special Session

    Read more Read less

    Don’t miss our latest forecast on the various forces impacting our industry during these unprecedented times. MBA will provide perspective on the state of the economy, mortgage and housing markets, and company performance, and shed light on what we can expect for the rest of 2021 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.  He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary, and has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities.

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

    Joel Kan serves as Associate Vice President of Economic and Industry Forecasting for the Mortgage Bankers Association. In this role, he is responsible for the production of MBA's macroeconomic and housing market forecasts, along with other related analytics. He also oversees the production of MBA's industry surveys, including the Weekly Mortgage Applications Survey, Builder Applications Survey, and Mortgage Credit Availability Index, three of the association's high profile surveys. Mr. Kan is a regular speaker and presenter of MBA’s market outlook at both MBA and external events, and writes commentary regarding economic statistics and industry data.  He has also been quoted in industry and national media outlets.  Prior to joining the MBA, he worked in Ernst & Young’s Quantitative Economics and Statistics (QUEST) group.

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

    Marina Walsh, CMB, is Vice President of Industry analysis in MBA's Research and Economics Department, specializing in industry performance benchmarking for residential lenders and servicers. Currently, she leads the management and direction for the Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program, the Weekly Forbearance and Call Volume Survey and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the National Delinquency Survey.  In addition, Walsh conducts specialty workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for 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 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.  In 2020, Walsh received the Certified Mortgage Banker (CMB) designation, awarded to seasoned professionals seeking the ultimate recognition for professionalism and experience in residential mortgage banking. In 2016, she was named to HousingWire's "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. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

    Mark Jones, 2022 MBA Vice Chairman; Chief Executive Officer & Co-Founder, Amerifirst Home Mortgage

    Mark and his partner Dave Gahm co-founded Amerifirst in 1983 and have grown the company from a single location in Kalamazoo, Michigan, to over 80 full-service locations and 900 personnel nationwide. An advocate for affordable homeownership with a mission to make a meaningful difference in the lives of others, Amerifirst is the #1 USDA lender and #3 FHA lender in the State of Michigan, as well as the #13 FHA lender in the State of Florida. Amerifirst is a Ginnie Mae issuer and manages a $6 Billion servicing portfolio. In August 2020, Amerifirst established a new bilingual mortgage services division to meet the growing homeownership needs of the Hispanic community. Under Mark’s leadership, Amerifirst was named one of the “Fastest Growing Private Companies in America” by Inc. 5000 for six consecutive years. Committed to operating by a strong set of core values, it has ranked as a Best & Brightest Company to Work For in the Nation for the past five years (2016-2020) and was named one of the top 50 Best Mortgage Companies to Work For in 2021. In 2016 Mark received the Ernst & Young Entrepreneur of the Year award for Michigan and Northwest Ohio. Mark has served on the Board of Directors of the Mortgage Bankers Association (MBA) and currently serves as chair of MBA’s Audit and Finance Committee. He previously served as co-chair of MBA’s Independent Mortgage Bankers Executive Council. Outside of MBA, Mark is a current board member and Public Policy Committee Chair at Southwest Michigan First, and serves as Chairman of Southwest Michigan First PAC. Mark holds a Bachelor of Science in Business Administration and Management from Virginia Commonwealth University. While at VCU, Mark competed on the Varsity Swimming & Diving team, where he won the 1979 Virginia Intercollegiate State Championship in 1 meter springboard diving, and was a two-time NCAA Regional Qualifier. Mark lives in Richland, Michigan, with his wife, Toni. He has three adult children (Jessi, Matt, and Michael) and one granddaughter (Kate).

  • MBA Opening Ceremony: Installation of 2022 Officers, CMB Graduation & Awards

    Location: Convention Center,
    Upper Level,
    Ballroom 6


    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Matthew G. Rocco, Sr., 2022 MBA Chairman-Elect; Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Susan Stewart, 2021 MBA Chairman; Chief Executive Officer, SWBC Mortgage

    Mark Jones, 2022 MBA Vice Chairman; Chief Executive Officer & Co-Founder, Amerifirst Home Mortgage

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

    General Session,

    Special Session

    Read more Read less

    The Opening Ceremony honors leadership in the industry with the installation of MBA’s 2022 officers, the graduation ceremony for this year’s Certified Mortgage Banker (CMB) class, and several prestigious awards, including the Chairman’s Award and the DEI (Diversity, Equity & Inclusion) Leadership Awards.

    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Kristy Fercho is the 2022 Chairman of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation's leading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country.  In her role, Fercho leads a team of more than 25,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and related business, risk management, and supporting functions.  Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources.  Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society.  Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition.  Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    Matthew G. Rocco, Sr., 2022 MBA Chairman-Elect; Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Matt Rocco is the 2022 Chairman-Elect of the MBA and Chairman of the Board and Chief Executive Officer of Grandbridge Real Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms. Matt is the vice chairman of the Mortgage Bankers Association (MBA) and vice chair of MBA's Commercial Real Estate/Multifamily Finance Board of Governors' (COMBOG) Origination Council. In his roles as Chairman and CEO at Grandbridge, Matt's leadership responsibilities include corporate initiatives and Grandbridge's overall loan origination efforts, as well as the company's Agency Underwriting (Fannie Mae, Freddie Mac and FHA) and Balance Sheet Closing groups. Matt joined the company in 1998. He is a member of Grandbridge's Board of Managers, Senior Leadership Team and Risk Committee, as well as a member of Truist's Senior Leadership Team. He also serves as an advisory member to many of the nation's largest institutional investors and capital correspondents. Prior to joining Grandbridge in 1998, he was engaged in investment banking, bond issuance, underwriting and real estate asset management. A graduate of the University of Alabama where he earned his bachelor's degree in economics, International Council of Shopping Centers (ICSC), NAIOP, Urban Land Institute (ULI), Mortgage Action Alliance (MAA), National Multifamily Housing Council (NMHC), Pension Real Estate Association (PREA), and CCIM.

    Susan Stewart, 2021 MBA Chairman; Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Mark Jones, 2022 MBA Vice Chairman; Chief Executive Officer & Co-Founder, Amerifirst Home Mortgage

    Mark and his partner Dave Gahm co-founded Amerifirst in 1983 and have grown the company from a single location in Kalamazoo, Michigan, to over 80 full-service locations and 900 personnel nationwide. An advocate for affordable homeownership with a mission to make a meaningful difference in the lives of others, Amerifirst is the #1 USDA lender and #3 FHA lender in the State of Michigan, as well as the #13 FHA lender in the State of Florida. Amerifirst is a Ginnie Mae issuer and manages a $6 Billion servicing portfolio. In August 2020, Amerifirst established a new bilingual mortgage services division to meet the growing homeownership needs of the Hispanic community. Under Mark’s leadership, Amerifirst was named one of the “Fastest Growing Private Companies in America” by Inc. 5000 for six consecutive years. Committed to operating by a strong set of core values, it has ranked as a Best & Brightest Company to Work For in the Nation for the past five years (2016-2020) and was named one of the top 50 Best Mortgage Companies to Work For in 2021. In 2016 Mark received the Ernst & Young Entrepreneur of the Year award for Michigan and Northwest Ohio. Mark has served on the Board of Directors of the Mortgage Bankers Association (MBA) and currently serves as chair of MBA’s Audit and Finance Committee. He previously served as co-chair of MBA’s Independent Mortgage Bankers Executive Council. Outside of MBA, Mark is a current board member and Public Policy Committee Chair at Southwest Michigan First, and serves as Chairman of Southwest Michigan First PAC. Mark holds a Bachelor of Science in Business Administration and Management from Virginia Commonwealth University. While at VCU, Mark competed on the Varsity Swimming & Diving team, where he won the 1979 Virginia Intercollegiate State Championship in 1 meter springboard diving, and was a two-time NCAA Regional Qualifier. Mark lives in Richland, Michigan, with his wife, Toni. He has three adult children (Jessi, Matt, and Michael) and one granddaughter (Kate).

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

  • CMB Reception (By Invitation Only)

    Location: Convention Center,
    Upper Level,
    Room 11A

    Networking Opportunities,

    Reception

  • Headshot Café in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    New This Year

    Read more Read less

    Stop by our professional photographer for a new headshot, complete with makeup touchup. You'll receive the image file to update your social media presence. No additional fee.

  • Opening Reception in THE HUB: Happy Together!

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Monday, October 18, 2021

  • Registration

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A Foyer

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

    Location: Convention Center,
    Upper Level,
    Room 8

    Committee Meeting

  • Continental Breakfast

    Location: Convention Center,
    Upper Level,
    Ballroom 6 Foyer

    Breakfast,

    Networking Opportunities

  • Gravitas Confidence Closet

    Location: Convention Center,
    Upper Level,
    Sails Pavilion

    Special Event

    Read more Read less

    Gravitas New York uses fashion to empower women to be their best selves. Shop the Confidence Closet and sign up for a consultation with “dress whisperer” Lisa Sun, CEO and founder of Gravitas New York. Sign up here: https://tinyurl.com/gravitassignuplink

  • Member Engagement Suite

    Location: Convention Center,
    Upper Level,
    Room 11B

    Member Services Event,

    Networking Opportunities

  • Press Room (Credentialed Media Only)

    Location: Convention Center,
    Upper Level,
    Room 10

    Press Event

  • Opening General Session: What's Your Legacy?

    Location: Convention Center,
    Upper Level,
    Ballroom 6


    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Susan Stewart, 2021 MBA Chairman; Chief Executive Officer, SWBC Mortgage

    Brad Meltzer, New York Times Bestselling Author, Host of Brad Meltzer's Lost History H2 and, Brad Meltzer's Decoded on the History Channel

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

    David Sheeler, Executive Vice President, Correspondent Lending, Freedom Mortgage Corporation

    General Session

    Read more Read less

    Arrive early to save your seat for this inspiring and entertaining convention kick-off. After opening remarks from MBA’s leadership, we’re joined by Brad Meltzer, a New York Times bestselling author and TV show creator, who uses his trademark storytelling to emphasize the importance of knowing what really matters in your life. While saving the house where Superman was created, Meltzer started a quest to find out what his legacy might be. His funny, inspiring, and entertaining story will never let you look at your own life the same way again. Weaving together the historical stories of Abraham Lincoln, Amelia Earhart, and even Superman, Meltzer helps you reevaluate what’s truly important: family, friends, and those whole lives you touch by making an impact in your workplace.

    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Kristy Fercho is the 2022 Chairman of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation's leading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country.  In her role, Fercho leads a team of more than 25,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and related business, risk management, and supporting functions.  Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources.  Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society.  Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition.  Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    Susan Stewart, 2021 MBA Chairman; Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2021 Chairman of the MBA and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart's visionary leadership has been the catalyst behind the company growing from 3 employees serving the Texas market to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states. Stewart leads a team that leverages cutting-edge technology, delivering industry-leading speed and service while providing a personal, experienced touch to the dream of home ownership.  Stewart currently serves as a member of the MBA's Board of Directors and is past Vice Chair of the MBA's Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

    Brad Meltzer, New York Times Bestselling Author, Host of Brad Meltzer's Lost History H2 and, Brad Meltzer's Decoded on the History Channel

    Brad Meltzer is the #1 New York Times bestselling author of The Inner Circle, The Book of Fate, and ten other bestselling thrillers, including his newest, The Escape Artist, which debuted at #1 on the bestseller list. He also writes non-fiction books like The First Conspiracy, about a secret plot to kill George Washington,  and the Ordinary People Change the World book series for kids.  A new TV series based on his children’s books, Xavier Riddle and the Secret Museum, can be seen every day on PBS KIDS.  He is also the host of Brad Meltzer’s Decoded on the History Channel and Brad Meltzer’s Lost History, a show he used to tell the story of the missing 9/11 flag that firefighters raised at Ground Zero, leading to its return and display at the 9/11 Museum. He believes that ordinary people change the world. It is that core belief that runs through every one of his projects.

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

    Robert (Bob) Broeksmit is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management.  He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.  Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry.  As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.  Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years.  He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion.  He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.  Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors.  Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    David Sheeler, Executive Vice President, Correspondent Lending, Freedom Mortgage Corporation

    David Sheeler joined Freedom in 2014, and currently serves as President of Residential Servicing as well as Executive Vice President of Correspondent Lending.  Under his leadership the division has grown its whole loan and flow MSR acquisitions groups by over 500%. Dave has held various roles in the mortgage industry including Executive Vice President of Correspondent Lending and branch operations at W.J. Bradley Mortgage Capital and the positions of Chief Operating Officer, Chief Financial Officer and Pricing & Trading Operations Manager in the Correspondent Lending Division of JPMorgan Chase. Dave has also worked at Countrywide Financial in Warehouse Lending and served in various roles at  BNP Paribas, included Mergers & Acquisition, Divisional Chief Financial Officer, and Director of International Development. He earned a CPA working at Deloitte & Touche LLP in the financial services group. Mr. Sheeler holds an undergraduate degree from Georgetown University and earned his MBA from University of Southern California.

  • COFFEE SPOT in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Networking Opportunities

  • Headshot Café in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    New This Year

    Read more Read less

    Stop by our professional photographer for a new headshot, complete with makeup touchup. You'll receive the image file to update your social media presence. No additional fee.

  • INNOVATION STAGE is LIVE with Spotlight Sessions and Live Demos

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Innovation Stage

    Read more Read less

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

    10:30 - 11:00 AM Spotlight Session: The Future of Remote Work for MLOs

    12:45 - 1:15 PM Spotlight Session: Remote Online Notarization

    1:30 - 2:30 PM INNOVATION & TECH TRACK: Tech Showcase for Top Decision Makers including Live Demos from:
    -ICE Mortgage Technology: Encompass Salesforce Connector
    -Blend: LO Toolkit
    -Sagent: CARE - Servicing Solutions
    -LoanBeam: APPSolute Wage - Underwriting Solutions
    -Total Expert: Marketing Solutions
    -Ocrolus: POS/Build-Your-Own Solution

    3:00 - 4:00 PM INNOVATION & TECH TRACK: Pandemic Innovation

  • THE HUB is Open

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    Exhibit Hours,

    HUB Event,

    Networking Opportunities

  • THE MEETING SPOT: LinkedIn Profile Consultations

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    Dayve Gabbard, VP of Operations, DW Consulting Solutions, LLC

    HUB Event,

    Special Event

    Read more Read less

    Sign up for a 15-minute LinkedIn Profile Consultation with an expert coach. Find out what your profile says about you and learn strategies to build and engage your network. Sign up link: https://calendly.com/dwcs/mba21

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    A New Englander, Debbie Wemyss (weemz) currently resides in West Palm Beach, Florida having enjoyed a 30+ 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 800 individuals and hundreds more through workshops and global speaking engagements, the DWCS Team now has clients in 21 countries and offers customized LinkedIn Coaching and Speaking engagements for Corporations, Individual Professionals, and Professionals in Transition. All services are available in English, Spanish, and Portuguese. Ms. Wemyss is an active networker and holds memberships in the Chamber of Commerce of the Palm Beaches, Palm Beach North Chamber of Commerce, the Alliance of Women Executives (AWE) as Director of Communications, Women’s Master Networking and is active in several local networking groups. Aside from her work, Ms. Wemyss is an avid fan of saltwater, sand, and golf courses. Disclaimer: Neither Debbie Wemyss or DW Consulting Solutions LLC is affiliated with or endorsed by LinkedIn® Corporation. www.dwconsultingsolutions.com

    Dayve Gabbard, VP of Operations, DW Consulting Solutions, LLC

    Dayve brings her 25+yrs of business expertise and experience in the NPO and corporate environments. Her passion is problem-solving and process development in entrepreneurial settings. She brings her insights from experience in human resources, finance, marketing, and executive leadership. Start-ups and small businesses are her passion. Entrepreneurial environments appeal to her for their ability to offer innovative solutions, a fast-paced atmosphere, lack of bureaucracy, and the likelihood of rapid improvements to processes. She is an experienced leader with a strong background in creative problem solving and business process development. As Vice President of Operations for DW Consulting Solutions, Dayve offering guidance on business process improvements, bookkeeping, expanding the scope of services, and identifying operational efficiencies. Aside from work, Dayve is a world-class a cappella singer and coach, she enjoys wine tastings and meditation. Disclaimer: Neither Debbie Wemyss, Dayve Gabbard, or DW Consulting Solutions LLC is affiliated with or endorsed by LinkedIn® Corporation. www.dwconsultingsolutions.com

  • THE MEETING SPOT: MBA BOOK STORE

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event

    Read more Read less

    Visit the Barnes & Noble staffed MBA Book Store for a selection of industry-related publications and book signings from best-selling authors Malcolm Gladwell and Brad Meltzer.

  • INNOVATION STAGE: Spotlight Session: The Future of Remote Work for MLOs

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A


    Speaker(s)

    Kobie Pruitt AMP, Associate Director, State Government Affairs, Mortgage Bankers Association

    Bob Niemi, CMB, Senior Advisor, Bradley Arant Boult Cummings, LLP

    Michael Stidham, Director, Regulatory Affairs, Rocket Mortgage, LLC

    HUB Event,

    Innovation Stage

    Read more Read less

    When MLOs were sent home to work during the pandemic, new operational models quickly emerged regarding remote work. MBA believes there’s an opportunity now for state policy makers and the IMBs they supervise to review and reconsider the future of state licensing and apply lessons learned, particularly as it relates to branch licensing and commutable distance. Hear the latest guidance, newest thinking and what it means for your organization.

    Speaker(s)

    Kobie Pruitt AMP, Associate Director, State Government Affairs, Mortgage Bankers Association

    Kobie is the Associate Director of State Government Affairs at the Mortgage Bankers Association. He assists in leading MBA's advocacy efforts at the state and local level. Prior to joining MBA, Kobie was the Director of Policy at the Conference of State Bank Supervisors where he acted as the policy lead for the Nationwide Multistate Licensing System (NMLS). Kobie was also a Legislative Assistant to Congresswoman Kaptur (OH-09) with a portfolio that included the Committee on Appropriations Transportation and Housing and Urban Development Subcommittee.

    Bob Niemi, CMB, Senior Advisor, Bradley Arant Boult Cummings, LLP

    Bob Niemi is a Sr. Advisor for Regulatory Compliance with Bradley. While not an attorney, Bob is co-leader of Bradley’s Licensing & Examination and State Attorney General & Regulators practice groups. Bob connects dots for compliance and resolves regulatory & supervisory issues for mortgage bankers. He served as a mortgage leader and advocate for 25 years before being appointed State of Ohio’s chief lending regulator, where he also served as the NMLS Ombudsman. Bob is a member of the Mortgage Action Alliance, State Legislative and Regulatory, Legal Issues and Regulatory Compliance and MORPAC Steering Committees. Bob is a frequent speaker, mentor, trainer and columnist for Mortgage Banker Magazine and the co-author of the MBA Compliance Essentials on Temporary Authority for Mortgage Loan Originators and MBA Work from Home Model Language. Bob received his management and marketing degrees from Western Illinois University and his Certified Mortgage Banker certification from the MBA.

    .

    Michael Stidham, Director, Regulatory Affairs, Rocket Mortgage, LLC

    Michael Stidham is the Director of Regulatory Affairs for Rocket Mortgage, the nation’s largest mortgage lender. Michael joined Rocket Mortgage in 1997 and is currently responsible for developing and implementing regulatory strategies, driving regulatory activities for all jurisdictions, and providing regulatory guidance. Michael also ensures compliance with applicable regulations, guidelines, and reporting requirements, including periodic and annual reporting for Rocket Mortgage. He collaborates with Rocket Mortgage’s Government Affairs team to propose language changes to revise laws and regulations to keep pace with the continuous changes in the industry. His work largely consists of working directly with state regulators to ensure transparency in Rocket Mortgage’s day to day operations, and  business initiatives. Previously, Michael was responsible for oversight of Rocket Mortgage’s Licensing Operations by monitoring changes in state licensing laws and statutes to ensure compliance was always achieved. An industry professional, Michael has years of experience with mortgage underwriting, holds his DE Underwriter certification, and has many years of leadership and team member development in the industry. Michael has nearly 30 years of experience in the mortgage and banking industry and graduated with his Bachelor of Science in Finance from The University of Detroit, class of 1990.  Michael was born and raised in the Metro Detroit area where he still resides with his two sons.

     

  • Refreshment Break in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • The MEETING SPOT: Book Signing with Brad Meltzer

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Special Event

  • General Session: Housing’s Leading Voices

    Location: Convention Center,
    Upper Level,
    Ballroom 6


    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Sandra Thompson, Acting Director, Federal Housing Finance Agency (FHFA)

    The Honorable Marcia L. Fudge, Secretary, U.S. Department of Housing and Urban Development

    General Session

    Read more Read less

    Integral to the housing finance system, the policies of the U.S. Department of Housing and Urban Development (HUD) and the Federal Housing Finance Agency (FHFA) are pivotal for our industry. MBA is pleased to welcome key leaders from each to the Main Stage. Housing Secretary Marcia Fudge, followed by Acting FHFA Director Sandra Thompson, discuss their agencies’ policy priorities and the likely impact on consumers and lenders.

    Speaker(s)

    Kristy Fercho, 2022 MBA Chairman; Executive Vice President & Head of Home Lending, Wells Fargo

    Kristy Fercho is the 2022 Chairman of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation's leading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country.  In her role, Fercho leads a team of more than 25,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and related business, risk management, and supporting functions.  Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources.  Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society.  Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition.  Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    Sandra Thompson, Acting Director, Federal Housing Finance Agency (FHFA)

    On June 23, 2021, the White House appointed Sandra L. Thompson as the Acting Director of the Federal Housing Finance Agency (FHFA). Since 2013, Thompson has served as Deputy Director of the Division of Housing Mission and Goals where she oversaw FHFA’s housing and regulatory policy, capital policy, financial analysis, fair lending and all mission activities for Fannie Mae, Freddie Mac and the Federal Home Loan Banks. Prior to joining FHFA, Thompson worked at the Federal Deposit Insurance Corporation (FDIC) for more than 23 years in a variety of leadership positions including the Director of Division of Risk Management Supervision. During her time at FDIC, Thompson led the Agency’s examination and enforcement program for risk management and consumer protection at the height of the financial crisis. She also led the FDIC’s outreach initiatives in response to a crisis of consumer confidence in the banking system. Her experiences range from supervision to consumer protection, risk management and consumer outreach activities.
    Thompson is a graduate of Howard University in Washington, D.C.

    The Honorable Marcia L. Fudge, Secretary, U.S. Department of Housing and Urban Development

    Secretary Marcia L. Fudge is the 18th Secretary of the U.S. Department of Housing and Urban Development. Throughout her career, Secretary Fudge has worked to help low-income families, seniors, and communities across the country. Secretary Fudge served as U.S. Representative for the 11th Congressional District of Ohio from 2008 to March 9, 2021. She was a member of several Congressional Caucuses and past Chair of the Congressional Black Caucus. As a Member of Congress, Secretary Fudge earned a reputation of tackling the unique challenges of her district by working with her Congressional delegation and across political ideologies. In 1999, Secretary Fudge was elected the first female and first African American mayor of Warrensville Heights, Ohio, a position she held for two terms. As mayor of Warrensville Heights, Ohio, she adopted one of the first vacant and abandoned property ordinances in the state. She worked with local officials to develop a taskforce to protect against predatory lending and she secured the inclusion of property maintenance grants in the Warrensville Revitalization Action Plan. Additionally, she brought new residential development to the city and addressed the city’s growing foreclosure crisis through the formation of a local partnership that helped residents maintain the financial security needed to buy or keep a home. As a former mayor, Secretary Fudge has seen firsthand the need for economic development and affordable housing. She prioritized improving the City’s tax base and expanded opportunities for affordable housing. Secretary Fudge believes our housing issues do not fit into a one-size-fits-all approach. We need policies and programs that can adapt to meet a community’s unique housing challenges. She is committed to making the dream of homeownership - and the security and wealth creation that comes with it - a reality for more Americans. Under Secretary Fudge’s leadership, the Department of Housing and Urban Development will work to eradicate the growing homelessness issue, put an end to discriminatory practices in the housing market, and ensure that our fair housing rules are doing what they are supposed to do: opening the door for families who have been systematically locked out for generations to buy homes and have a fair shot at achieving the American dream. Secretary Fudge’s career in public service began in the Cuyahoga County Prosecutor’s Office, rising to the rank of Director of Budget and Finance. She earned her bachelor’s degree in business from The Ohio State University and law degree from the Cleveland State University Cleveland-Marshall School of Law. She is a Past National President of Delta Sigma Theta Sorority, Inc., and a member of its Greater Cleveland Alumnae Chapter.

  • General Session: An Update from the GSEs

    Location: Convention Center,
    Upper Level,
    Ballroom 6


    Speaker(s)

    Matthew G. Rocco, Sr., 2022 MBA Chairman-Elect; Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Michael DeVito, Chief Executive Officer, Freddie Mac

    Hugh Frater, Chief Executive Officer, Fannie Mae

    Kurt Pfotenhauer, Vice Chairman, First American Financial Corporation

    General Session

    Read more Read less

    Join us for an interview with the heads of Fannie Mae and Freddie Mac about their strategic vision and top priorities.

    Speaker(s)

    Matthew G. Rocco, Sr., 2022 MBA Chairman-Elect; Chairman and Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Matt Rocco is the 2022 Chairman-Elect of the MBA and Chairman of the Board and Chief Executive Officer of Grandbridge Real Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms. Matt is the vice chairman of the Mortgage Bankers Association (MBA) and vice chair of MBA's Commercial Real Estate/Multifamily Finance Board of Governors' (COMBOG) Origination Council. In his roles as Chairman and CEO at Grandbridge, Matt's leadership responsibilities include corporate initiatives and Grandbridge's overall loan origination efforts, as well as the company's Agency Underwriting (Fannie Mae, Freddie Mac and FHA) and Balance Sheet Closing groups. Matt joined the company in 1998. He is a member of Grandbridge's Board of Managers, Senior Leadership Team and Risk Committee, as well as a member of Truist's Senior Leadership Team. He also serves as an advisory member to many of the nation's largest institutional investors and capital correspondents. Prior to joining Grandbridge in 1998, he was engaged in investment banking, bond issuance, underwriting and real estate asset management. A graduate of the University of Alabama where he earned his bachelor's degree in economics, International Council of Shopping Centers (ICSC), NAIOP, Urban Land Institute (ULI), Mortgage Action Alliance (MAA), National Multifamily Housing Council (NMHC), Pension Real Estate Association (PREA), and CCIM.

    Michael DeVito, Chief Executive Officer, Freddie Mac

    Michael DeVito is Chief Executive Officer of Freddie Mac, one of the largest providers of mortgage financing in the United States. He is also a member of the company’s Board of Directors. Mr. DeVito brings more than 30 years of experience in the mortgage and financial services industry to Freddie Mac. He spent more than 23 years at Wells Fargo and Company, rising to the level of Executive Vice President, Head of Home Lending, where he was responsible for all aspects of the company’s mortgage and home equity business. At Wells Fargo, DeVito worked across Home Lending, including in loan origination, servicing, portfolio management, secondary marketing and risk. At various points during his tenure, Mr. DeVito served as Head of Home Lending Production, Home Lending Servicing, Default Servicing, Loan Workout, the Head of Education Financial Services, and Mortgage Retail Underwriting and Operations. He retired from Wells Fargo in 2020. Mr. DeVito holds a Bachelor of Science in accounting from Ithaca College.

    Hugh Frater, Chief Executive Officer, Fannie Mae

    Hugh R. Frater is Fannie Mae's Chief Executive Officer (CEO). He sets the overall enterprise vision and strategic direction of the company and is a member of the company's Board of Directors since January 2016. Mr. Frater served as Interim CEO from October 2018 through March 2019, and has served on Fannie Mae’s Board since 2016. He currently serves as Non-Executive Chairman of the Board of VEREIT, Inc. Mr. Frater previously led Berkadia Commercial Mortgage LLC, a national commercial real estate company providing comprehensive capital solutions and investment sales advisory and research services for multifamily and commercial properties. He served as Chairman of Berkadia from April 2014 to December 2015 and he served as Chief Executive Officer of Berkadia from 2010 to April 2014. Earlier in his career, Mr. Frater was an Executive Vice President at PNC Financial Services, where he led the real estate division, and was a Founding Partner and Managing Director of BlackRock, Inc. Mr. Frater is a member of the Community Responsibility and Sustainability Committee.

    Kurt Pfotenhauer, Vice Chairman, First American Financial Corporation

    Kurt Pfotenhauer is Vice Chairman of First American Financial Corp (NYSE: FAF), a family of over 100 companies whose core business lines include title insurance, settlement services, property data, home warranty products, property and casualty insurance as well as banking, trust and wealth management services.  Reporting directly to the CEO, Kurt’s responsibilities include managing the company’s executive level relationships with the company’s largest customers, the U.S. Congress and executive branch.  He also leads an innovation effort within corporation to automate title decisioning using artificial intelligence. Prior to joining First American, Kurt served as chief executive officer of the Washington, D.C.-based American Land Title Association (ALTA).  Prior to joining ALTA, Kurt served as senior vice president of government affairs for the Mortgage Bankers Association (MBA), where he was twice named one of Washington, D.C.’s top lobbyists. He previously served as chief of staff for Senator Gordon Smith (R-OR) and Rep. Denny Smith (R-OR), and was vice president of public affairs for United Parcel Service. Kurt currently serves on the MBA's Board of Directors, Board of Directors of the Opens Doors Foundation, and sits on the Housing Policy Council's executive committee. He previously chaired the Board of Directors of MERS Corp and is a past chair of the MBA’s political action committee (MORPAC) and presently chairs the Board of Directors of the Mortgage Industry Standards Maintenance Organization (MISMO).   Kurt holds a master’s degree from Yale University and a Bachelor of Arts degree from the University of Notre Dame.

     

     

     

     

  • Lunch in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPact - Lunch and Learn: Rebranding Yourself Post COVID-19

    Location: Convention Center,
    Upper Level,
    Room 11A


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    Lunch,

    mPact Event,

    Networking Opportunities

    Read more Read less

    Join MBA’s mPact lunch & learn session at Annual Convention and hear from Debbie Wemyss founder of DW Consulting Solutions LLC. Debbie is a LinkedIn Specialist with a 35-year career in PR, marketing, and fundraising for corporations and nonprofits. She will provide insightful ways to boost your social media presence and provide you with the best practices to improve your personal brand using all social media platforms.

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC.

    A New Englander, Debbie Wemyss (weemz) currently resides in West Palm Beach, Florida having enjoyed a 30+ 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 800 individuals and hundreds more through workshops and global speaking engagements, the DWCS Team now has clients in 21 countries and offers customized LinkedIn Coaching and Speaking engagements for Corporations, Individual Professionals, and Professionals in Transition. All services are available in English, Spanish, and Portuguese. Ms. Wemyss is an active networker and holds memberships in the Chamber of Commerce of the Palm Beaches, Palm Beach North Chamber of Commerce, the Alliance of Women Executives (AWE) as Director of Communications, Women’s Master Networking and is active in several local networking groups. Aside from her work, Ms. Wemyss is an avid fan of saltwater, sand, and golf courses. Disclaimer: Neither Debbie Wemyss or DW Consulting Solutions LLC is affiliated with or endorsed by LinkedIn® Corporation. www.dwconsultingsolutions.com

  • INNOVATION STAGE: Spotlight Session: Remote Online Notarization

    Location: Convention Center,
    Lower Level,
    Exhibit Hall A


    Speaker(s)

    Nicole Booth, Executive Vice President, Public Affairs, Notarize

    Amy Brandt, President, First American Docutech

    Kobie Pruitt AMP, Associate Director, State Government Affairs, Mortgage Bankers Association

    Innovation Stage

    Read more Read less

    Experts will discuss the latest in the campaign to get all 50 states to adopt laws and regulations that will enable the use of remote online notarization (RON) for real estate financial transactions in a manner consistent with the national consensus for RON implementation. Join the conversation to discuss recent progress, remaining obstacles to full adoption, and efforts to get a federal RON bill signed into law.

    Speaker(s)

    Nicole Booth, Executive Vice President, Public Affairs, Notarize

    Nicole Booth serves as Executive Vice President of Public Affairs at Notarize. Nicole leads the organization’s efforts to build and maintain trust and support among external audiences, including government affairs, industry relations and community engagement. She joined Notarize in August 2020. Prior to Notarize, Nicole was a vice president in Government Affairs at Quicken Loans and Rock Family of Companies and a member of the K&L Gates Public Policy and Law Practice in Washington, D.C. 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 awarded the Five Star Institute Rising Business Leader Award.

    Amy Brandt, President, First American Docutech

    Amy Brandt is president of First American Docutech, a part of the First American family of companies, providing an end-to-end integrated digital mortgage experience that enables lenders to accelerate the real estate closing process.
    A highly accomplished entrepreneur and senior executive, Brandt brings over 20 years of success within the mortgage, 
    software, tech, aerospace and financial services industries to her role at First American Docutech. As president, Brandt drives the company’s strategic vision and leads its growth initiatives by adding new products, entering new market segments and seeking strategic technology integrations. She also leads all aspects of daily operations, including new business 
    development, customer support and product development.

    Kobie Pruitt AMP, Associate Director, State Government Affairs, Mortgage Bankers Association

    Kobie is the Associate Director of State Government Affairs at the Mortgage Bankers Association. He assists in leading MBA's advocacy efforts at the state and local level. Prior to joining MBA, Kobie was the Director of Policy at the Conference of State Bank Supervisors where he acted as the policy lead for the Nationwide Multistate Licensing System (NMLS). Kobie was also a Legislative Assistant to Congresswoman Kaptur (OH-09) with a portfolio that included the Committee on Appropriations Transportation and Housing and Urban Development Subcommittee.

  • Committee Meeting

  • THE MEETING SPOT: Market Outlook Q&A

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A


    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

    Read more Read less

    MBA’s research and analytics team answers your questions about their data and forecasts presented yesterday

    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.  He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary, and has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities.

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

    Joel Kan serves as Associate Vice President of Economic and Industry Forecasting for the Mortgage Bankers Association. In this role, he is responsible for the production of MBA's macroeconomic and housing market forecasts, along with other related analytics. He also oversees the production of MBA's industry surveys, including the Weekly Mortgage Applications Survey, Builder Applications Survey, and Mortgage Credit Availability Index, three of the association's high profile surveys. Mr. Kan is a regular speaker and presenter of MBA’s market outlook at both MBA and external events, and writes commentary regarding economic statistics and industry data.  He has also been quoted in industry and national media outlets.  Prior to joining the MBA, he worked in Ernst & Young’s Quantitative Economics and Statistics (QUEST) group.

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

    Marina Walsh, CMB, is Vice President of Industry analysis in MBA's Research and Economics Department, specializing in industry performance benchmarking for residential lenders and servicers. Currently, she leads the management and direction for the Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program, the Weekly Forbearance and Call Volume Survey and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the National Delinquency Survey.  In addition, Walsh conducts specialty workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for 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 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.  In 2020, Walsh received the Certified Mortgage Banker (CMB) designation, awarded to seasoned professionals seeking the ultimate recognition for professionalism and experience in residential mortgage banking. In 2016, she was named to HousingWire's "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. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

  • INNOVATION & TECH TRACK: Tech Showcase for Top Decision Makers

    Location: INNOVATION STAGE,
    Convention Center,
    Ground Level,
    Exhibit Hall A


    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

    Breakout Session,

    Innovation Stage,

    Innovation & Tech Track

    Read more Read less

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


    Demo Schedule:
    -ICE Mortgage Technology: Encompass Salesforce Connector
    -Blend: LO Toolkit
    -Sagent: CARE - Servicing Solutions
    -LoanBeam: APPSolute Wage - Underwriting Solutions
    -Total Expert: Marketing Solutions
    -Ocrolus: POS/Build-Your-Own Solution


    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales and strategy consultancy to banks, lenders, and fintechs, and a consumer finance media brand. He advises top innovators in lending, banking, and housing on their most important and complex issues. With over 25 years in executive sales and marketing roles for companies like UBS, Wells Fargo, loanDepot, and LendUS -- as well as today's fintech disruptors -- Julian possesses an innate ability to analyze the noisy consumer finance and real estate space to deliver insight to banks and lenders in a voice business leaders can relate to.

  • MARKET OPPORTUNITIES TRACK: Innovative Solutions to Increase Homeownership for LMI Borrowers

    Location: Convention Center,
    Upper Level,
    Room 1


    Speaker(s)

    Robert Chrane, CEO, Down Payment Resource

    Peter Carroll, Executive, Public Policy & Industry Relations, CoreLogic

    Steve O'Connor, SVP, Affordable Housing Initiatives, Mortgage Bankers Association

    Anthony Weekly, Chief Community Reinvestment Act Officer, Truist

    Sonja Nelson, Vice President, Resident Initiatives, Columbus Metropolitan Housing Authority (CMHA)

    Breakout Session,

    Market Opportunities Track

    Read more Read less

    Homeownership remains out of reach for many first-time, low- and moderate-income, and minority consumers. Reaching them is critical to maintaining a robust and healthy housing market that also addresses longstanding racial homeownership gaps. Learn about new solutions for expanding affordable homeownership, including innovative ways to increase housing supply, access down payment assistance, utilize technology, and form productive partnerships.

    Speaker(s)

    Robert Chrane, CEO, Down Payment Resource

    Rob Chrane has more than 30 years of experience as a top producer and executive in the real estate and mortgage finance industries. Recognizing a unique need, Chrane launched Down Payment Resource to connect eligible homebuyers and eligible properties with hard-to-find down payment programs. A true advocate for homeownership, Chrane has served with several housing community organizations, including the Urban Land Institute’s Terwilliger Workforce Housing Center, and has worked on numerous Habitat for Humanity homes. He has also been recognized as a HousingWire Vanguard for his leadership in the housing economy.

    Peter Carroll, Executive, Public Policy & Industry Relations, CoreLogic

    Pete Carroll is executive, Public Policy & Industry Relations with CoreLogic. Pete oversees industry engagement programs, drives enterprise strategic initiatives for CoreLogic, and expands opportunities for the company’s thought leadership, insights, and solutions expertise across the housing finance industry.  Prior to joining CoreLogic, Carroll was executive vice president of Quicken Loans where he led the development and discussion of Quicken’s positions on a broad spectrum of policy issues. Earlier, he was senior vice president, Capital Markets, at Wells Fargo and was the assistant director, Office of Mortgage Markets, at the Consumer Financial Protection Bureau (CFPB), where he co-led teams responsible for implementing the Dodd-Frank Act (DFA) mortgage rulemakings.

    Steve O'Connor, SVP, Affordable Housing Initiatives, Mortgage Bankers Association

    Steve O'Connor is Senior Vice President for Affordable Housing Initiatives at the Mortgage Bankers Association (MBA). He manages MBA's efforts to support the affordable housing policy and business objectives of our members. He is also responsible for outreach to industry groups, consumer organizations, and other key stakeholders. O'Connor is a regular guest speaker on industry issues.  O'Connor leads MBA's Consumer Affairs Advisory Council. He also serves on a number of industry boards, including the National Housing Conference, the National Association of Hispanic Real Estate Professionals, Freddie Mac's Affordable Housing Advisory Council, the National Urban League's Business Solutions Council, the Homeownership Council of America, and Quick Loans Consumer Advisory Council.

    Anthony Weekly, Chief Community Reinvestment Act Officer, Truist

    Anthony Weekly is Chief Community Reinvestment Act Officer. In this role, he’s responsible for collaborating with community development partners and regulators to help meet the credit needs of low- to moderate-income (LMI) individuals and communities in Truist markets. He also leads financial wellness initiatives for LMI communities and capacity building for charitable and nonprofit organizations, such as community development institutions. Weekly joined Truist in 2015, bringing over 30 years of sales, sales leadership, strategic project management, and recruiting experience with progressive responsibilities in the mortgage banking and financial services industries. In his previous role at Truist, he was the head of mortgage strategic growth, where he identified profitable growth strategies and opportunities in the marketplace with a primary focus on the underserved, first-time homebuyers, millennials, and inclusive lending (African Americans, Asians, Hispanics, LGBTQ, Veterans, Women, and People with Disabilities). Before joining Truist, Weekly served in various leadership roles in the mortgage industry, including senior vice president/head of mortgage division at Fifth Third Bank – Georgia and Eastern Michigan. Weekly volunteers with a host of industry organizations and nonprofits, including serving in an advisory capacity with the Fannie Mae Affordable Housing Advisory Council, Freddie Mac Affordable Housing Council, Mortgage Bankers Association Advisory Council on Affordable Homeownership, National Housing Conference National Advisory Council, and Consumer Bankers Association CRA Committee. He also is a board member of the National Association of Affordable Housing Lenders, Bankers Community Collaborative Council National Community Reinvestment Coalition, National Association of Real Estate Brokers National Partners Advisory Board, HomeFree USA Advisory Board and Southside Community Development Corporation. He serves as the Truist enterprise executive co-lead for the Supporting Emergency Responders and Veterans Engagement Business Resource Group. Weekly earned his bachelor’s degree in business management from the University of Detroit Mercy. He’s a graduate of Michigan Military Academy and a former second lieutenant in the Army National Guard. Weekly also is a graduate of
    the Consumer Bankers Association Executive Leadership program at Furman University.

    Sonja Nelson, Vice President, Resident Initiatives, Columbus Metropolitan Housing Authority (CMHA)

    Sonja Nelson is the Vice President of Resident Initiatives with Columbus Metropolitan Housing Authority (CMHA) in Columbus, Ohio.  As the management lead for the Resident Initiatives (RI) department, her team provides a connection to resources and supports that enable residents to be safe, stable, and economically mobile. The RI team manages various HUD grants and programs including the People focus of the Choice Neighborhood Initiative grant and The RISE EnVision Center.  Her department also oversees the case management and service coordination support provided by third party organizations that serve the residents at CMHA properties across Franklin County, which is comprised of approximately 14,000 households, 40,000 residents. Prior to joining CMHA, Ms. Nelson was the Founder and Chief Executive Officer of the social enterprise, The Firm Development Group, LLC. She acquired corporate experience spanning over 15 years, including 10 years with Nationwide Insurance Company. She holds a Bachelor’s degree in Accounting Information Systems from DeVry University and a Master’s degree in Business Administration from Keller Graduate School of Management.  She is a graduate of the United Way Project Diversity Leadership program and serves on many local committees.

  • POLICY TRACK: Refocusing on Fair Lending and Fair Servicing

    Location: Convention Center,
    Upper Level,
    Room 2


    Speaker(s)

    Suzanne Garwood, Executive Director and Associate General Counsel, Chase

    Troy Garris, Co-Managing Partner, Garris Horn LLP

    Beji Varghese, Partner, Banking, Insurance & Capital Markets, Guidehouse

    Breakout Session,

    Policy Track

    Read more Read less

    As regulators implement the new administration’s fair lending policy objectives, institutions can expect both regulatory changes and greater supervisory scrutiny. Panelists discuss the new fair lending landscape and recommend how to prepare for the changes ahead.

    Speaker(s)

    Suzanne Garwood, Executive Director and Associate General Counsel, Chase

    Suzanne Garwood is Executive Director and Associate General Counsel in JPMorgan Chase’s mortgage banking department where she assists with the bank’s compliance related to mortgage production. Prior to joining Chase, Suzanne was outside counsel at two Washington DC-based law firms. While in private practice, Suzanne advised her clients with respect to compliance with consumer protection laws and advocated for her clients before the Consumer Financial Protection Bureau and Congress.

    Troy Garris, Co-Managing Partner, Garris Horn LLP

    Troy Garris is Co-Managing Partner of Garris Horn LLP. A business owner’s lawyer, Troy prides himself on a results-oriented, pragmatic approach to legal and compliance for mortgage companies and banks. Troy deals with federal and state compliance, regulatory enforcement defense, company formation, and mergers and acquisitions. In these areas, he represents independent mortgage bankers, community banks, lenders, servicers, builders, title companies, secondary market investors, and equity funds. He is frequently involved in matters involving LO Compensation, RESPA, TILA, Fair Lending, FHA, social media marketing, and other issues, and appears in matters before the CFPB, HUD, FTC, and state banking agencies.

    Beji Varghese, Partner, Banking, Insurance & Capital Markets, Guidehouse

    Beji Varghese is a Partner in the Banking, Financial services  practice based in Charlotte, NC.  Beji is an accomplished project leader and problem solver with 20 plus years of experience addressing complex financial services risk management and compliance related issues. Beji has led multiple FCRA & HMDA projects including Policy and Procedure reviews, assessment of the accuracy of the Metro 2® files submitted to the CRA’s, performed operatorial assessments of the process used to create the Metro 2® file and the e-Oscar dispute process.  Additionally, Beji has also led teams responsible for the development of business requirements and technical system requirements designed to be compliant with the CDIA guidance around Metro 2® reporting. Beji has been intimately involved in helping mortgage servicers mitigate issues affecting their foreclosure and bankruptcy processes. Beji has spoken at multiple conferences and authored multiple articles around mortgage servicing , FCRA and HMDA. Prior to joining Guidehouse Beji was the COO at a specialty servicer.  In that role he was responsible for growing the business and for operations and servicing system performance improvements. Beji Varghese is a Partner in the Banking, Financial services  practice based in Charlotte, NC.  Beji is an accomplished project leader and problem solver with 20 plus years of experience addressing complex financial services risk management and compliance related issues. Beji has led multiple FCRA & HMDA projects including Policy and Procedure reviews, assessment of the accuracy of the Metro 2® files submitted to the CRA’s, performed operatorial assessments of the process used to create the Metro 2® file and the e-Oscar dispute process.  Additionally, Beji has also led teams responsible for the development of business requirements and technical system requirements designed to be compliant with the CDIA guidance around Metro 2® reporting. Beji has been intimately involved in helping mortgage servicers mitigate issues affecting their foreclosure and bankruptcy processes. Beji has spoken at multiple conferences and authored multiple articles around mortgage servicing , FCRA and HMDA. Prior to joining Guidehouse Beji was the COO at a specialty servicer.  In that role he was responsible for growing the business and for operations and servicing system performance improvements. 

  • Refreshment Break in THE HUB

    Location: Convention Center,
    Ground Level,
    Exhibit Hall A

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • INNOVATION & TECH TRACK: Pandemic Innovation

    Location: INNOVATION STAGE,
    Convention Center,
    Ground Level,
    Exhibit Hall A


    Speaker(s)

    The Honorable Seth Appleton, President of MISMO, Mortgage Bankers Association

    Teri Pansing, Vice President, Corporate Closing, Fairway Independent Mortgage Corporation

    Gulshan Garg, CMB, SVP, Digital Strategy and Transformation, Mr. Cooper

    Timothy Mayopoulos, President, Blend

    Shelley Leonard, EVP, Chief Product and Digital Officer, Black Knight

    Joe Tyrrell, President, ICE Mortgage Technology

    Breakout Session,

    Innovation Stage,

    Innovation & Tech Track

    Read more Read less

    Invention is the mother of necessity and COVID certainly placed mortgage companies on the fast-track to change in order to stay in business.
    A panel of technology heavy-hitters evaluate the staying power of recent innovations and take a look at emerging inventions which have the power to help our industry evolve.

    Speaker(s)

    The Honorable Seth Appleton, President of MISMO, Mortgage Bankers Association

    The Honorable Seth Appleton is President of MISMO. In this role he is responsible for leading MISMO as it accelerates the development and deployment of industrywide standards that reduce friction and improve the integration and flow of data across the industry. He serves as an ex-officio member of MISMO's board of directors and manages the MISMO staff and volunteer leaders. Prior to joining MISMO in December 2020, Appleton served as the Assistant Secretary for Policy Development and Research at the U.S. Department of Housing and Urban Development (HUD), a position for which he was unanimously confirmed by the United States Senate.  In addition to his service as Assistant Secretary, Appleton concurrently served as the Principal Executive Vice President of Ginnie Mae, a government corporation guaranteeing the timely payment of principal and interest on more than $2 trillion in mortgage-backed securities. Appleton joined HUD in 2017 and added his role as Ginnie Mae's senior official in 2019. He has also served as the Chief of Staff for U.S. Congressman Blaine Luetkemeyer and held legislative positions with U.S. Congressman Sam Graves.  A native of Missouri, Appleton is a graduate of Stanford University and is a fellow of the American Academy of Housing and Communities. 

    Teri Pansing, Vice President, Corporate Closing, Fairway Independent Mortgage Corporation

    Teri Pansing is an established mortgage professional with twenty plus years’ experience in all facets of the retail & wholesale mortgage industry. In her current role as Vice President of Corporate Closing and Oversight at Fairway Independent Mortgage Corporation, she is focused on bringing new closing project initiatives to life, including the launch and growth of Fairway’s ExpressClose digital closing platform along with various other digital/RON platforms. She is passionate about bringing the digital experience to Fairway’s clients at the closing table and is excited to help pave the way for the industry.  Teri was recently awarded HousingWire’s 2021 “Insiders” Award for Operational Excellence and is also currently a MISMO Senior Advisor.

    Gulshan Garg, CMB, SVP, Digital Strategy and Transformation, Mr. Cooper

    Gulshan Garg is currently SVP of Digital Strategy and Transformation for Mr. Cooper, the largest non-bank servicer and a top-12 originator. In his current capacity, Gulshan is responsible for sponsoring, planning and executing digital transformation initiatives for Mr. Cooper.  Prior to joining Mr. Cooper, he has executed a number of large enterprise transformation programs while holding technology/innovation related executive positions in the financial services sector. He has overseen delivery of a number of 24/7 self-service functions including Mobile Banking, Remote Deposit Capture, 15-second loan approvals, Envelope-less ATMs and Online Banking platform. He introduced a FinTech platform, well-known as e-MITS, to the mortgage industry. The initiative involved conception, development and operations of web-based portals for B2B and B2C channels. Mortgage Bankers Association recognized Gulshan as a Mortgage Industry All Star for his pioneering work related to e-commerce. Gulshan earned his MBA with Honors from Indian Institute of Management, Bangalore (India).  He graduated with an undergraduate degree in Electronics Engineering.

    Timothy Mayopoulos, President, Blend

    Tim Mayopoulos is the President of Blend, a Silicon Valley technology company propelling the $40 trillion consumer lending 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. Tim is a graduate of Cornell University and the New York University School of Law.

    Shelley Leonard, EVP, Chief Product and Digital Officer, Black Knight

    Shelley Leonard is the Chief Product and Digital Officer for Black Knight. In this role, Shelley is responsible for defining the digital strategy and user experience, working with each division within Black Knight to develop a comprehensive strategic roadmap. Additionally, Shelley oversees product strategy, system enhancements and roadmap initiatives for the Black Knight Servicing Technologies division.  In 2012, HousingWire named Shelley to its list of “Influential Women in Housing.” Shelley holds a bachelor’s degree in business administration from the University of Tulsa and an MBA degree from Jacksonville University.

    Joe Tyrrell, President, ICE Mortgage Technology

    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. He joined Ellie Mae in 2002 and held various leadership positions including EVP of Corporate Strategy, SVP of Corporate Strategy, SVP of Client Management and Business Development. Tyrrell previously served as VP at Providian Financial in addition to other executive positions within the mortgage industry. Tyrrell holds a Bachelor of Arts degree in Business Management from St. Mary’s College. 

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