MBA Annual 2019 Experience It Live

Schedule

Schedule subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.

To see what you missed or to re-live the memories, download the MBA Annual18 schedule.

Download Agenda Editable Agenda

Monday, October 28, 2019

  • INNOVATION AND TECH TRACK: Rolling Down the Digital Highway

    Location: Level 4,
    Room 17


    Speaker(s)

    Teresa Blake, Managing Director, KPMG LLP

    Erik L. Schmitt, Product Executive, Chase

    Steve Smith, Chairman, Chief Executive Officer and Co-.Founder, Finicity

    Nancy Alley, Vice President, Strategic Planning, Simplifile

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    Breakout Session,

    Innovation and Tech Track

    Read more Read less

    Take a trip down the digital highway in this session that examines the status of digital mortgage at each step of the mortgage process – customer acquisition, document collection, underwriting, closing and post-closing.  Experts provide a road map to where we are, where we are going, and where roadblocks exist.

    Speaker(s)

    Teresa Blake, Managing Director, KPMG LLP

    Erik L. Schmitt, Product Executive, Chase

    Steve Smith, Chairman, Chief Executive Officer and Co-.Founder, Finicity

    Financial services entrepreneur Steve Smith is the Chairman, CEO and Co-founder of Finicity, an industry innovation platform providing consumer-permissioned financial data and insights. Steve has built a strong reputation with customers and partners for developing creative strategies and disruptive technologies that deliver market efficiencies, provide better experiences and enable new business models. He has been the creative force behind many of Finicity’s offerings for financial data APIs, credit decisioning tools and financial wellness solutions.  In building Finicity, Steve has leveraged executive leadership experiences from public and private organizations, spanning large enterprises to small start-ups. Highlights include senior executive responsibilities for the world’s largest supplier of data communications products for mobile computers, where he is credited as a pioneer in mobile data communications, and turning around a large industrial manufacturer to become a leader in its market.  Steve is a member of the MISMO board of directors and was a 2018 Housingwire Vanguard winner.

    Nancy Alley, Vice President, Strategic Planning, Simplifile

    Nancy brings more than 28 years of financial services and mortgage industry experience to her role as the Vice President of Strategic Planning at Simplifile. She has dedicated her career to driving innovation and leveraging technology in the mortgage industry. Nancy served as a Board of Director of the Mortgage Industry Standards Maintenance Organization (MISMO) from 2016 through 2018, driving adoption of industry standards. Nancy is particularly passionate about “e” adoption, demonstrated by her role of the MISMO eMortgage workgroup from 2014-2016.  As a noted industry thought leader, Nancy has received numerous industry awards. Recently, Nancy was named to Mortgage Professional America’s 2018 Hot 100, recognized by National Mortgage Professional Magazine on its 2018 list of Mortgage Banking’s Most Powerful Women, awarded a “Tech All-Star” by the Mortgage Bankers Association in 2017, and recognized as a “Woman of Influence” by HousingWire Magazine in 2016.

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    As Chief Operating Officer, Tammy Richards is responsible for the growth and refinement of loanDepot’s loan production processes including underwriting, processing, funding and closing, as well as quality assurance protocols.  An industry veteran with significant experience in operations, she and her team are continuously seeking opportunities to simplify and improve our consumer-facing loan processes.  Most recently, Tammy and her team unveiled the industry’s first end-to-end digital loan, mello smartloan™. The product of significant investments of time and technology, this industry breakthrough will forever change how customers engage in the mortgage loan process.  Tammy has held senior leadership roles at Wells Fargo, Bank of America and Caliber Home Loans, overseeing the industry’s ongoing tech integration.

  • MARKET OPPORTUNITIES TRACK: Hit the High Notes: Staying Profitable in a Tough Mortgage Market

    Location: Level 4,
    Room 18A


    Speaker(s)

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

    Breakout Session,

    Market Opportunities Track

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    How can lenders harness origination gains, contain costs and optimize resources to ensure long-term financial viability? This session brings together experts who offer solutions, including operating strategies, technology improvements, workflow efficiencies, and approaches to managing personnel, particularly sales staff.

    Speaker(s)

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

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several 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 Introductory and Advanced 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.  Walsh was named to HousingWire's "2016 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.

  • Breakout Session,

    Policy Track

  • INNOVATION AND TECH TRACK: TBD

    Location: Level 4,
    Room 16

    Breakout Session,

    Innovation and Tech Track

  • MARKET OPPORTUNITIES TRACK: Don’t Miss a Beat – Win the Purchase Conversion Game in 2020

    Location: Level 4,
    Room 17


    Speaker(s)

    Julian Hebron, Founder and Chief Executive Officer, The Basis Point

    Felicia Dixon, Director, Strategic Initiatives and Industry Development, Mortgages, Zillow Group

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Patricia Arvielo, Co-Founder and President, New American Funding

    Breakout Session,

    Market Opportunities Track

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    This year taught us that customer acquisition is just the tip of the iceberg in terms of success in the purchase market. Today’s always-online customers are picked off constantly even after pre-approval. This can’t-miss session with top customer acquisition and conversion leaders will teach you how to protect and grow your purchase market share and develop strong customer relationship management practices for your target markets.

    Speaker(s)

    Julian Hebron, Founder and Chief Executive Officer, The Basis Point

    Felicia Dixon, Director, Strategic Initiatives and Industry Development, Mortgages, Zillow Group

    Felicia Dixon works with Zillow Home Loans to develop strategies for a variety of initiatives, focusing on relationships with key third parties and partners critical to facilitating originations.  Felicia helps to envision the future for Zillow Home Loans, chart a path and drive towards implementation.  Felicia has been at Zillow Group for 5 years, and prior to joining Zillow Group supported public and private companies as they grew via acquisitions.

    Joe Welu, Founder and Chief Executive Officer, Total Expert

    Joe Welu is the Founder and CEO of Total Expert, which he started in 2012 in the basement of a real estate office. Fast forward to 2019 and Total Expert is backed by some of the leading venture capital firms in Silicon Valley and has been named the fastest growing software company in the Midwest by the Inc. 500. Prior to starting Total Expert in 2012, Joe co-founded and led one of the top-selling real estate teams in the U.S., achieving over $1 billion in sales volume.

    Patricia Arvielo, Co-Founder and President, New American Funding

    Patty is an award-winning entrepreneur and the co-founder/President of New American Funding. A first-generation Latina, she leverages more than 36 years of experience in the mortgage industry to lead the company’s sales and operations efforts. In addition, Patty created the company’s Latino Focus and New American Dream initiatives to improve the home lending experiences for Latino and African-American homebuyers. Patty is also a popular keynote speaker for mortgage events across the nation. She is on numerous committees, including for the National Association of Hispanic Real Estate Professionals (NAHREP) and the Housing Counseling Federal Advisory Committee (HCFAC). She frequently visits Washington, D.C. to lobby for the industry and homeowners. Ernst & Young recognized Patty as 2016 EY Entrepreneur of The Year® Orange County.

  • POLICY TRACK: Trends in Federal and State Enforcement

    Location: Level 4,
    Room 18A


    Speaker(s)

    Mitchel H. Kider, Managing Partner, Weiner Brodsky Kider PC

    Breakout Session,

    Policy Track

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    This year, the CFPB's leadership and priorities changed markedly. An expert panel brings you up to date on key federal and state enforcement trends and what can be expected going forward, in the election year to come and afterwards, and how lenders are likely to be affected.

    Speaker(s)

    Mitchel H. Kider, Managing Partner, Weiner Brodsky Kider PC

    Mitchel H. Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers.  Mitch represents banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters.  He defends clients in investigative and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Veterans Affairs, Department of Justice, Federal Trade Commission, Ginnie Mae, Fannie Mae, Freddie Mac, and various state and local regulatory authorities and Attorneys General offices.  Mitch speaks frequently on regulatory and litigation matters before trade associations and other industry groups.  He is a Fellow of the American College of Consumer Financial Services Lawyers, and a Faculty Fellow of the Mortgage Bankers Association.  Mitch is the author of six books pertaining to residential mortgage finance and also has written numerous law review and real estate journal articles on the subject.  His most recent books are Consumer Protection and Mortgage Regulation Under Dodd-Frank (West/Thomson Reuters 2018) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2017-2018).

Tuesday, October 29, 2019

  • Breakout Session,

    Innovation and Tech Track

    Read more Read less

    This session gives an overview of robotic process automation (RPA) and what it really means in mortgage lending.  A little tech talk and a lot of practical application, this session illustrates the value lenders of all sizes and models are getting by utilizing different levels of RPA in production, QC and compliance functions. Learn how to get started or expand your use.

  • MARKET OPPORTUNITIES TRACK: Where are the Homes? Send in the Homes!

    Location: Level 4,
    Room 17


    Speaker(s)

    Frank Nothaft, Executive, Chief Economist, CoreLogic

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

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Breakout Session,

    Market Opportunities Track

    Read more Read less

    Despite historically low unemployment and interest rates, the number of new single-family housing starts remains lower than it was in the early 1960’s  – when the US population was nearly half what it is today. Solving today’s affordable housing shortage is key to providing homeownership opportunities to first- time and low- to moderate-homebuyers. This panel explores the reasons for our current shortage, the consequences of the shortage for lenders, and innovative homebuilding solutions to provide more affordable housing stock.

    Speaker(s)

    Frank Nothaft, Executive, Chief Economist, CoreLogic

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

    Jonathan Lawless, Vice President, Single-Family Product Development and Affordable Housing, Fannie Mae

    Jonathan Lawless is Fannie Mae’s Product Development and Affordable Housing Vice President. He oversees innovative programs and creative solutions that expand access to mortgage credit and affordable housing, address changing market needs, and help lenders and servicers better serve their borrowers.  Lawless led the development of Fannie Mae’s flagship affordability product, HomeReady®, and designed and implemented several programs to address key housing issues through industry partnerships. Prior to his current role, he served as Underwriting and Pricing Analytics Vice President and has contributed to many teams since joining Fannie Mae in 2000.  Previously, Lawless also has worked with 2Seeds Network, a non-profit group involved in agricultural development in East Africa. “We all deserve a safe place to call home that’s uniquely ours.” – Jonathan Lawless, 2017

  • Breakout Session,

    Policy Track

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    Reforms to the Qualified Mortgage standard will have substantial effects on all segments of the market. In this session, hear from experts on how policymakers’ choices on this critical issue will impact not only the GSEs, but also government, conventional and private markets. Leave with new perspectives to help your company prepare for the changes ahead.

  • INNOVATION AND TECH TRACK: Perfect Harmony: Protecting Your Customers’ Personal Information

    Location: Level 4,
    Room 18A


    Speaker(s)

    Nicole Booth, Vice President, Public Policy, Quicken Loans, Inc.

    Breakout Session,

    Innovation and Tech Track

    Read more Read less

    Following the enactment of California’s Consumer Privacy Act, legislation surrounding consumer data privacy has gained traction on both the state and federal levels. Consumer access and “the what and how” behind data protection is seeing significant changes. Join a discussion on what you need to know about protecting your customer’s information, and what to expect as bipartisan efforts in Congress begin addressing this issue.

    Speaker(s)

    Nicole Booth, Vice President, Public Policy, Quicken Loans, Inc.

  • Breakout Session,

    Market Opportunities Track

    Read more Read less

    You and your executive management may or may not want to sell your company or its assets but you certainly want to understand its marketability. Likewise, there are many things to consider before you sell or acquire a company, including compatibility of the culture and leadership on both sides. Back by popular demand, this session offers advice on ways to smoothly merge operations and ensure a successful M&A transaction for sellers, buyers, regulators and other stakeholders.

  • Breakout Session,

    Policy Track

    Read more Read less

    This session is reserved for a series of rapid-fire presentations of the day’s hottest policy issues including the  URLA, status of revisions to FHA certifications and defect taxonomy, LO Comp rule updates, the latest thinking on GSE reform, the CFPB’s diversity standards, plus any other breaking news.

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