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

Sunday, October 27, 2019

  • Registration

    Location: Level 1,
    Solar Atrium

    Registration

  • Member Engagement Suite

    Location: Level 4,
    Room 15

    Member Services Event

  • Gravitas New York

    Location: Level 1,
    Solar Atrium

    Special Event

  • Committee Meeting

  • Committee Meeting

  • CMB Society Meeting (Society Members Only)

    Location: Level 1,
    Ballroom B

    Committee Meeting

  • MBA Education Event

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Level 4,
    Room 14

    Press Event

  • Committee Meeting

  • Special Session: Resilience and Reward: The Making of a World Cup Champion

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Carli Lloyd, U.S. Women’s National Soccer Team Captain, Two-Time World Cup Champion (2015 & 2019), and Two-Time FIFA Player of the Year (2015 & 2016)

    Kristy Fercho, Executive Vice President and President of Mortgage, Flagstar Bank

    Special Session

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    Carli Lloyd is an American professional soccer player for the U.S. Women’s National Soccer Team and the National Women’s Soccer League’s Houston Dash. A two-time Olympic Gold Medalist, Carli holds the unique distinction of scoring the game-winning goals in the finals at both the 2008 Games in Beijing and the 2012 Games in London. With a work ethic second to none, Lloyd has played in over 200 matches for the U.S. Women’s National Team and has scored 67 goals.  Off the field, Carli is a role model who empowers fans to never give up on achieving their goals. Hear her inspiring story in an interview with MBA’s Vice Chairman, Kristy Fercho.

    Speaker(s)

    Carli Lloyd, U.S. Women’s National Soccer Team Captain, Two-Time World Cup Champion (2015 & 2019), and Two-Time FIFA Player of the Year (2015 & 2016)

    Carli Lloyd is an American professional soccer player for the U.S. Women’s National Soccer Team and the National Women’s Soccer League’s Houston Dash. A two-time Olympic Gold Medalist, Carli holds the unique distinction of scoring the game-winning goals in the finals at both the 2008 Games in Beijing and the 2012 Games in London. She also represented the United States at the past three Women’s World Cup tournaments.  At the 2015 Women’s World Cup, Carli led the U.S. team in record-setting fashion, bringing the World Cup back to the U.S. for the first time since 1999. During the final match against Japan, Carli scored a historic hat trick, with all three goals occurring within the first 16 minutes of the game. Her third and final goal of the game was widely described as one of the greatest shots of all time. For her performance in the tournament, Carli received the Golden Ball Trophy, awarded to the best player of the tournament, and the Silver Boot for her six tournament goals and one assist. Following her extraordinary achievements, noted media and soccer analysts around the world called Carli’s performance among the best-ever on a world stage. With a work ethic second to none, Lloyd has played in over 200 matches for the U.S. Women’s National Team and has scored 67 goals.  In July 2019, the USWNT claimed its record fourth FIFA Women’s World Cup title, making Carli a two-time World Cup champion.  Off the field, Carli is a role model who empowers fans to never give up on achieving their goals. She almost gave up on her own soccer dream, but with the help and motivation from those close to her (and from the lessons she took from legends Michael Jordan and Muhammad Ali), Carli continued her journey and has never looked back!  Carli was raised in Delran, NJ and attended nearby Rutgers University, where she set records as the Scarlet Knights all-time leader in points, goals and shots. In 2013, Lloyd was inducted into the Rutgers Hall of Distinguished Alumni.

    Kristy Fercho, Executive Vice President and President of Mortgage, Flagstar Bank

    Kristy Fercho joined Flagstar Bank in 2017 as executive vice president and president of Mortgage. In this capacity, she is responsible for the direction and oversight of all aspects of mortgage and secondary marketing for Flagstar and for the continued expansion of Flagstar’s mortgage business. Flagstar is the nation’s fifth largest bank mortgage originator.  Prior to Flagstar, Fercho spent 15 years with Fannie Mae, ultimately serving as senior vice president, customer delivery executive, responsible for the end-to-end strategy and business performance of all single-family customers in the western United States, representing an acquisition volume of over $300 billion. Her experience in the mortgage industry is broad and deep, covering mortgage originations, fulfillment, risk management, secondary marketing, servicing, technology initiatives, and regulation.  Prior to Fannie Mae, she worked for eight years at PepsiCo, reaching the level of director of Human Resources for several corporate functions worldwide. Fercho began her career at Baxter Healthcare in sales, operations, and HR positions.  Fercho serves on the board of directors of the Mortgage Bankers Association, City Year, and the Detroit Zoological Society. MReport honored her as one of the Top Women in Housing, Diversity Journal listed her among its Women Worth Watching, National Mortgage Professional Magazine named her to its list of Most Powerful Women, and the Michigan Chronicle selected her for its Women of Excellence recognition.

     

  • MBA Opening Ceremony: Installation of 2020 Officers, Graduation Ceremonies for CMBs and Future Leaders

    Location: Level 4,
    Ballroom D


    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and Chief Executive Officer, CMG Financial

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

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

    Susan Stewart, 2019 MBA Vice Chairman, Chief Executive Officer, SWBC Mortgage

    General Session

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    Join us to congratulate the 2020 MBA leadership team as they are sworn in and celebrate the most recent graduates of the prestigious Certified Mortgage Banker (CMB) and Future Leaders programs.

     

    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and Chief Executive Officer, CMG Financial

    Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. The company conducts business in 50 states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, Fannie Mae and Freddie Mac.  Founded in 1993, the company is widely known for responsible lending practices, industry and consumer advocacy, market innovation and operational agility. Under George's direction, CMG Financial has developed into a robust firm making its products and services available to the market nationally through three distinct origination channels including wholesale, correspondent and retail lending which also serves the home builder, real estate and credit union communities. CMG Financial offers a variety of home financing solutions including their proprietary products and programs, such as the All In One Home LoanTM, which facilitates faster loan payoff, and HomeFundItTM, to enable buyers to raise their down payment.  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. George serves on the Board of Directors for MBA's Opens Doors FoundationTM. He is the immediate past 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.  In 2012, George established the CMG Foundation, a philanthropic endeavor to support non-profit organizations at both the community and national levels. To date the CMG Foundation has provided valued funding for the Gary Sinise Foundation's R.I.S.E. program, MBA's Opens Doors FoundationTM, Homes for Our Troops, and the Cancer Support Community SF Bay Area programs, as well as benefitting a host of other local organizations.

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

    Brian Stoffers, CMB, is Chairman-Elect 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. Under his leadership, approximately 180 professionals have originated approximately $300 billion in loan volume since 2007. Additionally, this practice maintains a loan services portfolio of more than $180 billion globally.  Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, debt funds and loans, Freddie Mac, Fannie Mae, FHA and Wall Street sources.  Prior to the CB Richard Ellis acquisition of L.J. Melody in 1996, Brian served as senior vice president and Southwest Regional Manager for CB Commercial's mortgage banking division. He began his career with Coldwell Banker Commercial in 1981 and became a senior real estate finance officer in the firm's La Jolla, California, office. Brian currently serves on CBRE's Global Operating Committee.  An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves as 2019 Chairman of MBA's Diversity and Inclusion Committee. Brian also serves on MBA's Executive Committee as well as the Chairman of the Audit Committee and co-chair of the GSE Reform 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.  Brian is an author of numerous industry articles and a regular contributor to national and local publications. He is an experienced guest speaker, panelist and moderator for numerous organizations and industry conferences nationwide, including MBA.

    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.

    Susan Stewart, 2019 MBA Vice Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart is the 2019 MBA Vice Chairman of the Mortgage Bankers Association and Chief Executive Officer of SWBC Mortgage, a full-service mortgage banking firm headquartered in San Antonio, Texas. She currently serves as a member of MBA’s Board of Directors and is the immediate past Vice-Chair of the MBA’s Residential Board of Governors (RESBOG). Stewart serves on the board of the MBA Opens Doors Foundation (ODF) and both Stewart and SWBC Mortgage have been recognized as Guardian level donors of the organization. She currently serves on MBA’s Consumer Affairs Advisory Council and has previously served on MBA’s Loan Production and Fraud Prevention Committees.



  • MBA Education Event,

    Networking Opportunities,

    Reception

  • Opening Reception in THE HUB: Austin City Limits

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

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