Schedule

Take a look at our MONUMENTAL schedule and learn more about our A-list speakers including Dr. Janet L. Yellen, Geoff Colvin, The Honorable Mick Mulvaney, The Honorable Brian D. Montgomery, Bill Emerson and Anthony Hsieh, among others! 

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Friday, October 12, 2018

  • CMB Exams

    Location: MBA Offices

    MBA Education Event

Saturday, October 13, 2018

Sunday, October 14, 2018

  • Registration

    Location: Level 2,
    L Street Bridge

    Registration

  • Project Gravitas Pop-Up Shop

    Location: Level 2,
    Uptown Food District

    mPowering You Event,

    Networking Opportunities,

    New This Year,

    Special Event

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Member Engagement Suite

    Location: Level 2,
    Room 204A

    Member Services Event

  • MBA Education Event

  • mPact Event,

    Networking Opportunities,

    New This Year

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Level 2,
    Room 209A

    Press Event

  • Special Session: The Intersection of Politics and Policy at the Mid-Term

    Location: Level 3,
    Ballroom


    Speaker(s)

    Bill Killmer, Senior Vice President, Legislative and Political Affairs, Mortgage Bankers Association

    Jim Ellis, Senior Political Analyst, Business-Industry Political Action Committee (BIPAC) and Publisher, Ellis Insight, LLC

    John Harris, Co-Founder and Editor-in-Chief, POLITICO

    Anne Wall, Partner, The Duberstein Group

    General Session,

    mPact Event,

    Special Session

    Read more Read less

    Attempts to influence real estate finance policy in Washington continue at a brisk pace almost two years into the Trump administration – and those decisions continue to influence how your business might be managed in the face of a shifting market.  Despite the ongoing political dysfunction, the laundry list of issues regulators and legislators could act upon in the coming months remains substantial.  This panel of Washington experts discuss the intersection of policy and politics prior to the 2018 mid-term elections – and outline the key race outcomes that will undoubtedly impact our industry’s priorities.

    Speaker(s)

    Bill Killmer, Senior Vice President, Legislative and Political Affairs, Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of over twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry's legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA's outreach to Congress, and is a regular guest speaker on the intersection of politics, policy, and industry issues.  Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration.

    Jim Ellis, Senior Political Analyst, Business-Industry Political Action Committee (BIPAC) and Publisher, Ellis Insight, LLC

    As creator of the Ellis Insight publication and Senior Political Analyst for the Business-Industry Political Action Committee (BIPAC), Jim Ellis analyzes electoral politics and reports upon trends, characteristics, and tendencies in American elections.  He formerly provided political consulting services to the House Republican majority through 2006, has run two national political action committees, and managed successful political campaigns.  Jim speaks around the country on politics, previously appeared as a debate participant on the CBS affiliate in Washington, DC’s morning news program, and has been interviewed on many national and local radio programs.

    John Harris, Co-Founder and Editor-in-Chief, POLITICO

    John Harris is the co-founder and editor-in-chief of POLITICO, the must-read newspaper and website for DC power-players. Harris brought two decades of experience from the Washington Post to POLITICO. Harris ensures that POLITICO and politico.com maintain journalistic integrity and the traditions of an old-guard newspaper while taking advantage of new media and technology streams. Well-briefed in today's biggest issues, Harris was recently listed in the Telegraph's list of most influential Washington journalists and GQ's list of the most influential people in Washington. He is a frequent guest on such shows as CBS's Face the Nation, PBS's Washington Week and Charlie Rose Show, and MSNBC's Morning Joe. He offers a unique view of the rhythms of DC politics and policy, and provides context and "predictive POLITICO intelligence" to audiences looking for a deeper understanding of the issues, and a grasp of how current and future policies will affect their industries.

    Anne Wall, Partner, The Duberstein Group

    Anne Wall joined The Duberstein Group as Vice President after a decade of service in senior leadership roles in the U.S. Senate and the Obama Administration. She served as Floor Director for the Assistant Democratic Leader and Whip Dick Durbin, as Deputy Assistant to the President for Legislative Affairs at the White House and as Assistant Secretary for Legislative Affairs for the Department of the Treasury. As Floor Director for Senator Durbin, Anne managed key vote efforts and coordinated floor strategy for the Senate Democratic Caucus and regularly advised Senate and House senior staff, White House and agency staff, and outside groups on floor activity, legislative procedure and the Senate Democratic agenda. Anne left the Whip office to join the White House Office of Legislative Affairs where she managed the White House’s engagement with both Senate Democrats and Senate Republicans, as well as key Senate committees. Anne also led the Hill effort to confirm President Obama’s executive and judicial nominees. Following her service in the White House, Anne was nominated by President Obama to be the Assistant Secretary for Legislative Affairs at the Department of the Treasury and served as Counselor to Treasury Secretary Jack Lew. After she was unanimously confirmed by the U.S. Senate, she developed and executed the Department’s legislative strategy and led Treasury’s engagement with the House of Representatives and the Senate regarding the Department’s policy priorities.

  • Committee Meeting

  • MBA Opening Ceremony: Installation of 2019 Officers, Graduation Ceremonies for CMBs and Future Leaders

    Location: Level 3,
    Ballroom


    Speaker(s)

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    David Motley, CMB, 2018 MBA Chairman, President, Colonial Savings, F.A.

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

    Brian Stoffers, CMB, 2019 Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    Rodrigo López, CMB, 2017 MBA Chairman, Chairman, AmeriSphere Companies

    General Session,

    Special Session

    Read more Read less

    Join us to congratulate the 2019 MBA leadership team as they are sworn in.

    Speaker(s)

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    Christopher M. George, Chairman-Elect of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

    David Motley, CMB, 2018 MBA Chairman, President, Colonial Savings, F.A.

    David Motley, Chairman of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. David has been an active member of MBA for more than two decades and has served in a variety of leadership roles. Recognized for his service to the industry, David is a recipient of MBA's Andrew D. Woodard Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the Texas MBA since 1995.

    Susan Stewart, Chief Executive Officer, SWBC Mortgage

    Susan Stewart joined SWBC in 1989 and serves as the Chief Executive Officer of SWBC Mortgage Corporation. Beginning with just 3 employees, Susan has grown the company to the over 615 individuals operating in 39 states with annual sales in excess of 3 billion and a servicing portfolio exceeding 9 billion. Additionally, she has guided the company through multiple acquisitions and the approval process to become an approved seller/servicer for both FNMA and FHLMC, and an approved GNMA issuer.  Susan received her BBA from the University of the Incarnate Word. She currently serves as a member of the board of the Mortgage Bankers Association, the MBA’s Residential Board of Governors, and the Open’s Doors Foundation. She is a past president of the Texas Mortgage Bankers Association and the San Antonio Mortgage Bankers. In addition, she was appointed to the Texas Mortgage Industry Advisory Committee by the Commissioner of the Texas Savings and Mortgage Banking Division. In 2009, Susan received the Texas Mortgage Bankers Distinguished Service Award.

    Brian Stoffers, CMB, 2019 Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    Brian Stoffers, CMB, is Vice-Chairman of the Mortgage Bankers Association and Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm.  An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves on MBA's Executive Committee as well as the Chairman of the Audit Committee. Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.

    Rodrigo López, CMB, 2017 MBA Chairman, Chairman, AmeriSphere Companies

    Mr. López has over 30 years of experience in the financial services industry, most recently as Executive Chairman and Director of NorthMarq Capital Finance, L.L.C, a mortgage banking company dedicated to providing capital solutions for the multifamily industry. In January 2018, he became Chairman of AmeriSphere Companies, LLC, which is engaged in commercial real estate investment and development. He was previously President and Chief Executive Officer and Director of AmeriSphere Multifamily Finance, LLC, a company he founded in 1997 and which was acquired in 2015 by NorthMarq Capital, L.L.C. Prior to founding AmeriSphere, he was Chief Lending Officer for a life insurance company.  He has been a Director of Mutual of Omaha Insurance Company since 2016 and serves on the Audit and Corporate Governance Committees, and he is Chairman of the Investment Committee. He has been a Director of Mutual of Omaha Bank since 2014 and serves on the Executive Committee and Risk and Compliance Committee. In 2018, he joined the Board of Directors of Lamp Rynearson & Associates.  Mr. López served as the 2017 Chairman of the Mortgage Bankers Association, he is Chairman of the Board of Children's Hospital & Medical Center, and serves on the board of the University of Nebraska Foundation, he is Chairman of the Foundation’s Investment Committee, and serves on the board the Omaha Performing Arts and chairs OPA’s Building Committee.  Mr. López is a Certified Mortgage Banker and a graduate of the MBA's School of Mortgage Banking.

  • MBA Education Event,

    Reception

  • Opening Reception in THE HUB: Destination DC

    Location: Level 2,
    Exhibit Hall D

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Monday, October 15, 2018

  • Registration

    Location: Level 2,
    L Street Bridge

    Registration

  • Committee Meeting

  • Continental Breakfast

    Location: Level 3,
    South Pre-function

    Breakfast,

    Networking Opportunities

  • Member Engagement Suite

    Location: Level 2,
    Room 204A

    Member Services Event

  • Press Room (Credentialed Media Only)

    Location: Level 2,
    Room 209A

    Press Event

  • Project Gravitas Pop-Up Shop

    Location: Level 2,
    Uptown Food District

    mPowering You Event,

    Networking Opportunities,

    New This Year,

    Special Event

  • Opening General Session: Industry Welcome; Dr. Janet Yellen Interviewed by Fortune Magazine's Geoff Colvin

    Location: Level 3,
    Ballroom


    Speaker(s)

    Dr. Janet L. Yellen, Former Chair of the Federal Reserve, Distinguished Fellow in Residence, Hutchins Center on Fiscal and Monetary Policy, Brookings Institution

    Geoff Colvin, Senior Editor-at-Large Fortune Magazine, Bestselling Author/Commentator on Business & Economic Issues

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    David Motley, CMB, 2018 MBA Chairman, President, Colonial Savings, F.A.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    General Session

    Read more Read less

    In an interview by Fortune's Geoff Colvin, former Chair of the Federal Reserve and a Distinguished Fellow in Residence at the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution, Dr. Yellen offers candid insight into the global and domestic monetary policy and economic trends that impact real estate finance and housing policy.  Learn more about Dr. Yellen's inspiring career as the first woman to be appointed to the position of Federal Reserve Chair.

    Speaker(s)

    Dr. Janet L. Yellen, Former Chair of the Federal Reserve, Distinguished Fellow in Residence, Hutchins Center on Fiscal and Monetary Policy, Brookings Institution

    The Honorable Dr. Janet L. Yellen is a Distinguished Fellow in Residence at the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution. From February 2014 to February 2018, under the Obama and Trump Administrations, she served as chair of the Board of Governors of the Federal Reserve System, making history as the first woman to be appointed to that position. Prior to her four-year term as chair, Dr. Yellen served as vice chair of the Federal Reserve’s Board of Governors and, from 2004 to 2010, as president and chief executive officer of the Federal Reserve Bank of San Francisco. While serving as a member of the Federal Reserve’s Board of Governors (1994–1997), Dr. Yellen was appointed by President Bill Clinton as chair of the Council of Economic Advisers. From 1997 to 1999, she also chaired the Economic Policy Committee of the Organization for Economic Cooperation and Development. Earlier in her career, she served as an economist with the Federal Reserve’s Board of Governors. Dr. Yellen enjoyed an accomplished career in academia as an assistant professor at Harvard University (1971–1976) and a lecturer at the London School of Economics and Political Science (1978–1980). In 1980, she joined the faculty of the University of California at Berkeley, where she was named the Eugene E. and Catherine M. Trefethen Professor of Business and Professor of Economics. Currently, she is a professor emeritus at the Haas School of Business. A Keynesian economist, Dr. Yellen has written on a wide variety of issues in macroeconomics and labor economics. She is a member of both the Council on Foreign Relations and the American Academy of Arts and Sciences. She has served as president of the Western Economic Association International, vice president of the American Economic Association and a fellow of the Yale Corporation. She is the recipient of the Wilbur Cross Medal from Yale, the Adam Smith Award from the National Association for Business Economics and the Paul H. Douglas Award for Ethics in Government from the University of Illinois Institute of Government & Public Affairs. She has also received honorary doctorate degrees from Brown University, Bard College, the London School of Economics and Political Science, NYU, the University of Warwick and Yale. In 2014, she was named by Forbes as the second most powerful woman in the world, and in 2015, Bloomberg Markets ranked Dr. Yellen first on their annual list of the 50 most influential economists and policymakers. Born in Brooklyn in 1946, Dr. Yellen was her high school valedictorian. She graduated summa cum laude from Brown University with a degree in economics in 1967. Dr. Yellen went on to receive her Ph.D. in economics from Yale University in 1971—the only woman among that doctoral class. She wrote her dissertation under the supervision of Nobel laureates James Tobin and Joseph Stiglitz. Dr. Yellen is married to Nobel Prize-winning economist George Akerlof.

    Geoff Colvin, Senior Editor-at-Large Fortune Magazine, Bestselling Author/Commentator on Business & Economic Issues

    Geoff Colvin is an award-winning thinker, author, broadcaster, and speaker on the most significant trends and issues impacting business and the economy. As Fortune magazine’s senior editor-at-large, Geoff has an insider’s perspective fueled by long- standing relationships with the world’s top leaders in business and government.  Geoff is also one of America's preeminent business broadcasters. He is heard every day on the CBS Radio Network, where he has made over 10,000 broadcasts and reaches seven million listeners each week. He has appeared on Today, The O’Reilly Factor, Good Morning America, Squawk Box, CBS This Morning, ABC's World News Tonight, CNN, PBS's Nightly Business Report, and dozens of other programs. He served as anchor of Wall $treet Week with Fortune on PBS, and spoke each week to the largest audience reached by any business television program in America.

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    Christopher M. George, Chairman-Elect of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

    David Motley, CMB, 2018 MBA Chairman, President, Colonial Savings, F.A.

    David Motley, Chairman of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage. David has been an active member of MBA for more than two decades and has served in a variety of leadership roles. Recognized for his service to the industry, David is a recipient of MBA's Andrew D. Woodard Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the Texas MBA since 1995.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) 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.

  • COFFEE SPOT in THE HUB

    Location: Level 2,
    Exhibit Hall D

    HUB Event,

    Networking Opportunities

  • HUB Event

    Read more Read less

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

    Check back for schedule updates.

  • THE HUB is Open

    Location: Level 2,
    Exhibit Hall D

    Exhibit Hours,

    Networking Opportunities

  • THE MEETING SPOT: LinkedIn Profile Advice

    Location: Level 2,
    Exhibit Hall D


    Speaker(s)

    Christian Moritz, LinkedIn Expert and President, Klaxos

    HUB Event,

    mPact Event,

    Networking Opportunities,

    New This Year

    Read more Read less

    Drop in to review your personal profile with an expert. Learn how to increase your visibility on LinkedIn for more leads, reinforce your company’s brand equity, and improve your personal brand for better networking.

    Speaker(s)

    Christian Moritz, LinkedIn Expert and President, Klaxos

    Christian Moritz has been a recognized expert on LinkedIn since 2009. He is the president of Klaxos, a leading provider of LinkedIn optimization and services that enable organizations, salespeople and job searchers to increase visibility, sales, thought leadership and brand equity. Klaxos has been retained by thousands of individual clients and organizations such as Bloomberg, Gartner, Visa, Fuji Film, Keller Williams Realty, nonprofits and trade associations. Christian has held leadership roles in marketing, media and sales at AOL, Kraft-Heinz, PepsiCo, Miller-Coors, Sodexo, Aetna and the National Association of Manufacturers. He has significant accomplishments in the health care, technology, finance, consumer product and government relations industries. He is long time columnist for the Huffington Post and LinkedIn and has been interviewed on ABC television, the Washington Post, Korn Ferry and numerous other publications. He has presented as a keynote speaker at large events and small teams. Christian has an MBA in marketing from the University of Pittsburgh and is based in Washington, D.C.

  • Refreshment Break in THE HUB

    Location: Level 2,
    Exhibit Hall D

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • HUB Event

    Read more Read less

    See Pavaso’s suite of products, the first platform that connects everyone in one solution and delivers everything needed to conduct digital mortgages in ONE stop.

  • THE MEETING SPOT: Q&A with Geoff Colvin

    Location: Level 2,
    Exhibit Hall D

    HUB Event

  • Read more Read less

    Find out how SimpleNexus is doing more than simply creating a great borrower experience with their mobile-first platform - connecting loan officers with borrowers and realtors in a single, branded location to exchange data and documents throughout the entire loan lifecycle.

  • General Session: Washington's Housing Leaders

    Location: Level 3,
    Ballroom


    Speaker(s)

    Craig Phillips, Counselor to the Secretary, U.S. Department of the Treasury

    Brian Stoffers, CMB, 2019 Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    The Honorable Brian D. Montgomery, Assistant Secretary for Housing - Federal Housing Commissioner, U.S. Department of Housing and Urban Development

    General Session

    Read more Read less

    Hear from two of Washington’s top voices on housing policy. FHA Commissioner Brian D. Montgomery and Treasury’s Craig Phillips share their agencies' priorities in light of the current regulatory and market landscape.

    Speaker(s)

    Craig Phillips, Counselor to the Secretary, U.S. Department of the Treasury

    Mr. Phillips joined the Treasury in January 2017 and serves as Counselor to the Secretary. He assists the Secretary in a range of matters including domestic finance, domestic financial institution policy and housing finance policy and regulatory reform.  Since 2008 Mr. Phillips served as a Managing Director and Member of the Global Operating Committee of BlackRock, Inc. Mr. Phillips was the global head of the Financial Markets Advisory Group in BlackRock Solutions which provided analytical and risk consulting services to a wide range of private and public sector organizations globally. Clients included central banks, banking supervisors and multi-lateral organizations around the world.  Mr. Phillips previously held leadership positions at Morgan Stanley and Credit Suisse First Boston where he managed global securitized product platforms.

    Brian Stoffers, CMB, 2019 Chairman-Elect, Global President, Debt & Structured Finance, CBRE

    Brian Stoffers, CMB, is Vice-Chairman of the Mortgage Bankers Association and Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm.  An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves on MBA's Executive Committee as well as the Chairman of the Audit Committee. Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.

    The Honorable Brian D. Montgomery, Assistant Secretary for Housing - Federal Housing Commissioner, U.S. Department of Housing and Urban Development


    Brian D. Montgomery serves as the Assistant Secretary for Housing – Federal Housing Commissioner for the U.S. Department of Housing and Urban Development (HUD). 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.  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. He is known for his work in reforming the Real Estate Settlement Procedures Act, developing solutions to assist struggling homeowners during the financial crisis, and his leadership of FHA modernization efforts that led to legislation in 2008.  As Federal Housing Commissioner, Montgomery is responsible for the management of FHA’s $1.3 trillion mortgage insurance portfolio, which includes its Single Family, Multifamily, and Health Care programs. As Assistant Secretary for Housing, he also oversees HUD’s project-based Section 8 rental assistance housing program, the Office of Housing Counseling, and HUD’s Manufactured Housing Program.  In addition to his first term as FHA Commissioner, Montgomery’s government experience includes serving as Deputy Assistant to President George W. Bush from 2001 to 2005, including serving as Secretary of the Cabinet from 2003 to 2005, and as a member of the Federal Housing Finance Board and the board of NeighborWorks America.  A Texas native, Montgomery holds a Bachelor of Arts in Political Science from the University of Houston. He also attended the University of Texas at Austin.

  • General Session: Doing Business with the GSEs

    Location: Level 3,
    Ballroom


    Speaker(s)

    Timothy J. Mayopoulos, Chief Executive Officer, Fannie Mae

    Donald Layton, Chief Executive Officer, Freddie Mac

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    General Session

    Read more Read less

    Join us for a discussion about doing business in today’s secondary mortgage market. Leaders of both Fannie Mae and Freddie Mac will provide updates on the priorities and initiatives within the enterprises and will address a number of industry hot topics, including technology and other trends.

    Speaker(s)

    Timothy J. Mayopoulos, Chief Executive Officer, Fannie Mae

    Timothy J. Mayopoulos has been Fannie Mae's Chief Executive Officer (CEO) and a member of the company's Board of Directors since 2012. Mr. Mayopoulos has played an integral role in the successful recovery of the company since the financial crisis. Mr. Mayopoulos has led Fannie Mae’s efforts to support the U.S. mortgage market, promote sustainable homeownership, and deliver important reforms to create a better housing finance system for the future. He has championed the company’s customer-centric strategy and its delivery of innovations that benefit lenders and borrowers alike. Under his leadership, the company has strengthened both its business model and its financial performance; through the first quarter of 2018, Fannie Mae has paid $166.4 billion in dividends to Treasury. Mr. Mayopoulos brings more than 25 years of experience to his leadership post. He joined Fannie Mae in 2009 as Executive Vice President, General Counsel, and Corporate Secretary, and in 2010 he was named Chief Administrative Officer. Prior to joining Fannie Mae, Mr. Mayopoulos was Executive Vice President and General Counsel of Bank of America Corporation. Previously, he served in senior roles at Deutsche Bank, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette. He is a graduate of Cornell University and the New York University School of Law. Mr. Mayopoulos serves on the Board of Directors of Science Applications International Corporation (SAIC), a technology and engineering company headquartered in Reston, Virginia, and on the Board of Directors of Lending Club, a peer-to-peer marketplace lending company based in San Francisco, California.

    Donald Layton, Chief Executive Officer, Freddie Mac

    Donald H. Layton joined Freddie Mac as chief executive officer in 2012. A publicly traded company, Freddie Mac is one of the largest sources of mortgage financing in the United States, as well as a leader in building a more efficient and effective American housing finance system. As a government-sponsored enterprise chartered by the U.S. Congress, Freddie Mac is dedicated to providing responsible access to mortgage credit by purchasing single-family and multifamily loans from lenders of all types, benefiting millions of homeowners and renters nationwide.  Layton has more than 40 years of experience in financial services and as a corporate leader. He worked for nearly 30 years at JPMorgan Chase and its predecessors, starting as a trainee and rising to vice chairman and member of the three-person Office of the Chairman, retiring in 2004. More recently, from 2007 to 2009 he served as chairman and then CEO of E*TRADE Financial, which he shepherded through the financial crisis. Additionally, Layton has been a member of the boards of several financial services firms and was a senior advisor to an industry association.  In his career at JPMorgan Chase, Layton's responsibilities spanned capital markets and investment banking, consumer banking, and operating services. From 2002 to 2004, he was responsible for Chase Financial Services, the consumer and middle-market business, which included the fourth-largest mortgage firm in the United States. He was co-chief executive officer of J.P. Morgan, the investment bank of the company, from 2000 to 2002 and oversaw its entire range of global activities. Prior to the merger of Chase Manhattan and J.P. Morgan in 2000, Layton was responsible for Chase's worldwide capital markets and trading activities, including foreign exchange, risk management products, emerging markets, fixed income, and the bank’s investment portfolio and funding department. As well, he was responsible for Treasury & Securities Services, the operating services unit of the company, from 1999 through 2004.  He served as a senior advisor to the Securities Industry and Financial Markets Association from 2006 to 2008 and serves as chairman emeritus of the board of the Partnership for the Homeless, a nonprofit dedicated to reducing homelessness in New York City, after having been its chair for nearly a decade.

    Christopher M. George, 2018 MBA Chairman-Elect, Founder, President and CEO, CMG Financial

    Christopher M. George, Chairman-Elect of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

  • MBA Education Event

    Read more Read less

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

    The Education Department of MBA along with MBA Conference Attendees will conduct a 75 minute roundtable luncheon discussion on the measureable impact of mission critical training in today’s mortgage industry.  Attendees will share with other members the strategies they are implementing to roll out the “must-have” training across key organization lines of business.  In addition, attendees will hear about best practices on how organizations are leveraging MBA Education and other training solutions to take employee productivity to the next level:

    -Loan Production
    -Underwriting Quality
    -Loan Administration
    -Technology
    -Compliance & Regulations

    We encourage all those that have a vested interest in discovering how properly designed, developed and delivered training can help drive the top line, improve organizational performance, enhance employee retention, and manage risk to attend this valuable session.

    Please RSVP to Skelly Colen at scolen@mba.org. Please note this session is at full capacity and we are no longer taking RSVPs.

  • Lunch in THE HUB

    Location: Level 2,
    Exhibit Hall D

    HUB Event,

    Lunch,

    Networking Opportunities

  • Lunch,

    mPact Event,

    Networking Opportunities

  • New Member Lunch (By Invitation Only)

    Location: Level 1,
    Room 102A

    Member Services Event

  • HUB Event

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    See how BombBomb uses video to help you save time, explain complex material, and rehumanize your mortgage process. 

  • Read more Read less

    See ABBYY demonstrate how content intelligence is making the mortgage automation process faster and smarter through the use of AI and machine learning, enabling you to better understand customer content and data and make better decisions.

  • HUB Event

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    Take a look at Blue Sage, an innovative, cloud-based digital lending platform for retail, wholesale, and correspondent lenders, delivering accelerated end-to-end performance for the entire lending and fulfillment process – anywhere, anytime, mobile and desktop.

  • HUB Event

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    Learn how Cloudvirga - a digital mortgage experience using real-time data validation - takes a loan application, secures borrower commitment, and provides loan officers with robust, mobile-enabled collaboration tools.

  • THE DISCOVERY STAGE: Spotlight Session - Transform your Operations without Blowing up your Business

    Location: Level 2,
    Exhibit Hall D


    Speaker(s)

    Maria N. Fregosi, Chief Capital Markets Officer, Home Point Financial Corporation

    Jim Obsitnik, Chief Operations Officer, Capsilon

    Greg McElroy, Senior Vice President, Head of Operations, AmeriHome Mortgage Company

    HUB Event

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    Learn how top mortgage companies are using Artificial Intelligence and automation to redesign how they work, radically reducing cost and risk.

    Speaker(s)

    Maria N. Fregosi, Chief Capital Markets Officer, Home Point Financial Corporation

    ria Fregosi leads capital markets, servicing, new products, marketing and post origination operations at Home Point and is a champion of innovations that deliver a superior experience for its customers and partners. With over 25 years of experience in the fields of finance, investment banking, mortgage banking, securities, and domestic and international finance, Maria has a proven track record of creating value through change management, innovative solutions, problem-solving, financial analytics and team development.

    Jim Obsitnik, Chief Operations Officer, Capsilon

    Jim Obsitnik leads Capsilon’s business operations including sales, marketing, product operations, support, and services. Jim has over twenty years of experience in a variety of roles for leading enterprise SaaS companies. Since Jim joined Capsilon, he has assembled a leadership team with significant mortgage, SaaS and FinTech experience to evolve the company from enterprise-wide document management to Capsilon IQ, a data-driven mortgage automation engine that makes people more productive and existing systems more powerful. 

    Greg McElroy, Senior Vice President, Head of Operations, AmeriHome Mortgage Company

    Greg McElroy is the Head of Operations for the Correspondent Lending division of AmeriHome Mortgage. In his role, Greg is responsible for the loan review and client service operations. He also provides leadership on strategic initiatives concerning operational excellence, continuous process improvement, and client relationship management. Greg joined the AmeriHome team in August 2014 and has helped facilitate the rapid growth in loan volume over the past 3+ years. Prior to joining AmeriHome, Greg held executive positions with Bank of America and Countrywide. Greg has 30+ years experience in the real estate industry and earned his MBA degree from the University of Texas at Austin.

  • General Session: An Update from the BCFP featuring Mick Mulvaney

    Location: Level 2,
    Room 202


    Speaker(s)

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    The Honorable Mick Mulvaney, Acting Director, Bureau of Consumer FInancial Protection;, Director, Office of Management and Budget

    Committee Meeting,

    General Session

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    Acting Director Mick Mulvaney provides on update on current real estate finance-related priorities at the Bureau of Consumer Financial Protection (BCFP).

    Speaker(s)

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) 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.

    The Honorable Mick Mulvaney, Acting Director, Bureau of Consumer FInancial Protection;, Director, Office of Management and Budget

    Mick Mulvaney is the current Director of the Office of Management and Budget and the Acting Director of the Bureau of Consumer Financial Protection. Prior to his appointments, he served the people of the 5th District of South Carolina as their Congressman where he was first elected in 2010, he is the first Republican member to hold the seat in 128 years. A lifelong Carolinas resident, he attended Georgetown University, graduating with honors in International Economics, Commerce, and Finance. He completed his formal education at Harvard Business School's OPM program in 2006. While in the private sector, he was a lawyer, a real estate developer, a home builder, and a restaurant franchiser and franchisee. While in Congress, he served on the Budget Committee, Joint Economic Committee, Small Business Committee, Financial Services Committee, and the Oversight and Government Reform Committee. He is a regular spokesperson for the Administration, having appeared on major network shows, including: Meet the Press, Face the Nation, This Week, and Fox News Sunday. He also makes regular appearances on cable television news, national radio, and online media.

  • THE DISCOVERY STAGE: Spotlight Session - Introducing Mortgage Translations – A New Website to Support LEP Borrowers

    Location: Level 2,
    Exhibit Hall D


    Speaker(s)

    Danny Gardner, Senior Vice President of Affordable Lending and Access to Credit, Freddie Mac

    Jonathan Lawless, Vice President of Product Development and Affordable Housing, Fannie Mae

    Sika Pryor , AMP, Senior Policy Analyst, Office of Housing & Regulatory Policy, Federal Housing Finance Agency

    Megan Moore, Special Advisor, Federal Housing Finance Agency

    HUB Event

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    Be the first to see the new industry website powered by FHFA, Fannie Mae and Freddie Mac that will help lenders, servicers and other mortgage market participants better serve homebuyers challenged by limited English proficiency (LEP). Tour the site and join the conversation with FHFA, Fannie Mae and Freddie Mac.

    Speaker(s)

    Danny Gardner, Senior Vice President of Affordable Lending and Access to Credit, Freddie Mac

    Jonathan Lawless, Vice President of Product Development and Affordable Housing, Fannie Mae

    Sika Pryor , AMP, Senior Policy Analyst, Office of Housing & Regulatory Policy, Federal Housing Finance Agency

    Megan Moore, Special Advisor, Federal Housing Finance Agency

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