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

  • Registration

    Location: Level 1,
    Solar Atrium

    Registration

  • Committee Meeting

  • Continental Breakfast

    Location: Level 4,
    Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • Member Engagement Suite

    Location: Level 4,
    Room 15

    Member Services Event

  • Press Room (Credentialed Media Only)

    Location: Level 4,
    Room 14

    Press Event

  • Opening General Session featuring Admiral William H. McRaven, USN (Ret.)

    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

    Admiral William H. McRaven, USN, (Ret.), Retired Navy Four-Star Admiral, Former Commander of U.S. Special Operations (2011-2014), Policy Advisor and Member, Council on Foreign Relations

    General Session

    Read more Read less

    A retired Navy Four-Star Admiral, William H. McRaven is best known for changing the world when he commanded the daring operation that brought down Osama bin Laden. Admiral McRaven’s long and impressive Naval career included combat during Desert Storm and both the Iraq and Afghanistan wars. He also commanded the troops that captured Saddam Hussein and rescued Captain Phillips.  Drawing on his distinguished 37-years of service as a Navy SEAL, he identifies small life lessons that make a big difference. As author of Make Your Bed: Little Things That Can Change Your Life ... and Maybe the World, as well as the current New York Times best-seller Sea Stories: My Life in Special Operations, Admiral McRaven has a lifetime of experiences that will inspire and motivate you. We are honored that Admiral McRaven will kick things off in the Opening General Session, following an industry welcome from MBA leadership.

    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.

    Admiral William H. McRaven, USN, (Ret.), Retired Navy Four-Star Admiral, Former Commander of U.S. Special Operations (2011-2014), Policy Advisor and Member, Council on Foreign Relations

    Admiral William H. McRaven is a retired U.S. Navy Four-Star admiral and the former Chancellor of the University of Texas System. During his time in the military, he commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. His career included combat during Desert Storm and both the Iraq and Afghanistan wars. He commanded the troops that captured Saddam Hussein and rescued Captain Phillips. McRaven is also credited with developing the plan and leading the Osama bin Laden mission in 2011.  As the Chancellor of the UT System, he led one of the nation’s largest and most respected systems of higher education. As the chief executive officer of the UT System, McRaven oversaw 14 institutions that educated 220,000 students, and employed 20,000 faculty and more than 80,000 health care professionals, researchers, and staff.  McRaven is a recognized national authority on U.S. foreign policy and has advised Presidents George W. Bush, Barack Obama, and other U.S. leaders on defense issues. He currently serves on the Council on Foreign Relations (CFR), the National Football Foundation, and the Board of Directors of CoconoPhilips.  McRaven has been recognized for his leadership numerous times. In 2011, he was the first runner-up for TIME magazine’s “Person of the Year.” In 2012, Foreign Policy magazine named McRaven one of the nation’s “Top 10 Foreign Policy Experts.” In 2014, Politico magazine named McRaven one of the “Politico 50,” citing his leadership as instrumental in cutting though Washington bureaucracy. In 2015, he received the Intrepid Freedom Award for his distinguished service in defending the values of democracy. In 2016, McRaven was named the recipient of the Ambassador Richard M. Helms Award by the CIA Officers’ Memorial Foundation. This year, 2018, he will be receiving the Judge William H. Webster Distinguished Service Award for a lifetime of service to the nation.  McRaven graduated from The University of Texas at Austin in 1977 with a degree in Journalism, and received his master’s degree from the Naval Postgraduate School in Monterey in 1991.  McRaven is the author of two books, SPEC OPS: Case Studies in Special Operations Warfare and Make Your Bed: Little Things That Can Change Your Life and Maybe the World, based on his 2014 UT Commencement Speech that received worldwide attention.  McRaven is now a leadership consultant and stays active with his writing, speaking, and board commitments.

  • COFFEE SPOT in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities

  • Gravitas New York Confidence Closet

    Location: Level 1,
    Solar Atrium

    Special Event

  • LinkedIn Profile Consultations

    Location: THE HUB: Level 1,
    Exhibit Hall 4


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions LLC

    HUB Event

    Read more Read less

    Sign up for a 15-minute LinkedIn Profile Review with an expert coach. Find out what your profile says about you and learn strategies to build and engage your network. Sign up by October 22. Scheduling link to come.

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions LLC

    A New Englander, Debbie Wemyss (weemz) currently lives in South Florida having enjoyed a 35-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 750 individual professionals in 24 countries and hundreds more through workshops and speaking engagements, Ms. Wemyss is passionate about the marketing power of the world’s largest professional networking site.  Her firm focuses on offering customized LinkedIn Coaching for Corporations, Individual Professionals, Professionals in Transition in addition to Live Webinars and Speaking Engagements. An active volunteer with SCORE (Palm Beach and Broward Florida chapters), Ms. Wemyss and her team also coach entrepreneurs and startups. Partnering with area colleges, DW Consulting Solutions advises college students about the importance of developing a LinkedIn Network long before they seek their first job, post-graduation. She is active in several networking organizations,

  • HUB Event

  • THE HUB is Open

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    Exhibit Hours,

    Networking Opportunities

  • Refreshment Break in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE MEETING SPOT: Q&A and Book Signing with Admiral McRaven

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event

  • General Session: Update from Washington

    Location: Level 4,
    Ballroom D


    Speaker(s)

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

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

    General Session

    Read more Read less

    Speaker(s)

    The Honorable Mark Calabria, Director, Federal Housing Finance Agency

    Dr. Calabria has served as Chief Economist to Vice President Pence since February 2017. Prior to his work in the White House, he was the director of financial regulation studies at the Cato Institute. Before joining Cato in 2009, he spent six years as a member of the senior professional staff of the U.S. Senate Committee on Banking, Housing, and Urban Affairs where he handled issues related to housing, mortgage finance, economics, banking and insurance for Ranking Member Richard Shelby (R-AL). Prior to his service on Capitol Hill, Calabria served as deputy assistant secretary for regulatory affairs at the U.S. Department of Housing and Urban Development, and also held a variety of positions at Harvard University’s Joint Center for Housing Studies, the National Association of Home Builders, and the National Association of Realtors.  Dr. Calabria has also been a research associate with the U.S. Census Bureau’s Center for Economic Studies. He has extensive experience evaluating the impacts of legislative and regulatory proposals on financial and real estate markets.

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

    On March 2nd, 2017, Dr. Benjamin S. Carson, Sr., M.D., was sworn in as the 17th Secretary of the U.S. Department of Housing and Urban Development.  For nearly 30 years, Secretary Carson served as Director of Pediatric Neurosurgery at the Johns Hopkins Children’s Center, a position he assumed when he was just 33 years old, becoming the youngest major division director in the hospital’s history.   In 1987, he successfully performed the first separation of craniopagus twins conjoined at the back of the head.  He also performed the first fully successful separation of type-2 vertical craniopagus twins in 1997 in South Africa.  Dr. Carson received dozens of honors and awards in recognition of his achievements including the Presidential Medal of Freedom, the nation’s highest civilian honor. He is also a recipient of the Spingarn Medal, the highest honor bestowed by the National Association for the Advancement of Colored People (NAACP).  Dr. Carson authored nine books, four of which he co-wrote with his wife Candy.  The U.S. News Media Group and Harvard’s Center for Public Leadership named him among “America’s Best Leaders” in 2008.  Dr. Carson and his wife co-founded the Carson Scholars Fund, which recognizes young people of all backgrounds for exceptional academic and humanitarian accomplishments.  The Fund is currently operating in 50 states and the District of Columbia, and has recognized more than 7,300 scholars, awarded more than $7.3 million in scholarships, and installed more than 150 Ben Carson Reading Rooms around the country.  Born in Detroit to a single mother with a 3rd grade education who worked multiple jobs to support their family, Secretary Carson was raised to love reading and education.  He graduated from Yale University and earned his M.D. from the University of Michigan Medical School.  He and his wife are the proud parents of three adult sons and three grandchildren.

  • General Session: An Era of New Leadership for the GSEs

    Location: Level 4,
    Ballroom D


    Speaker(s)

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

    David Brickman, Chief Executive Officer, Freddie Mac

    Hugh R. Frater, Chief Executive Officer, Fannie Mae

    General Session

    Read more Read less

    In recent months, both Fannie Mae and Freddie Mac have appointed new Chief Executive Officers, ushering in a new era of leadership for the GSEs.  Join us as MBA’s Chairman-Elect interviews them about the strategic vision and top priorities each has for their organization. 

    Speaker(s)

    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.



    David Brickman, Chief Executive Officer, Freddie Mac

    David Brickman 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.
    Previously, Brickman served as President of Freddie Mac and was responsible for all three of Freddie Mac's business lines – Single-Family, Multifamily and Capital Markets – as well as the information technology and operations areas that support these business lines. Prior to this role, he was the head of Freddie Mac Multifamily, where he presided over a remarkable period of growth – raising annual production from $16 billion in 2010 to almost $80 billion in 2018 and increasing the organization from 300 staff members in four offices to approximately 1000 employees in a dozen locations across the country. He also firmly established the company's flagship K-Deal Securitization program as one of the leading securitized products in the structured finance markets. Brickman also drove significant innovation and an expansion in Freddie Mac's products and offerings – particularly those that serve the growing need for affordable and workforce housing.  Before serving as head of Multifamily, Brickman served as senior vice president and vice president in charge of the Multifamily Capital Markets business area. In these positions, he oversaw all functions relating to Freddie Mac's multifamily and CMBS investment and capital markets activities. He is the key architect behind several of Freddie Mac's innovative multifamily financing products, including the Capital Markets Execution and K-Deal program, Reference Bill ARM, fixed-to-float suite of products, and Performance-Based PC, for which he holds a U.S. patent.  Prior to joining Freddie Mac in 1999, Brickman co-led the Mortgage Finance and Credit Analysis consulting group at PricewaterhouseCoopers.

    Hugh R. 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.  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. 

  • Lunch in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Lunch,

    Networking Opportunities

  • Read more Read less

    With the ever-changing landscape of the mortgage industry, it’s important to maintain fresh and innovative approaches to your business strategy.  Join us for a roundtable discussion exploring how millennials can succeed in increasing their impact in the mortgage finance space. You must be attending the Annual Convention to participate. To register, email mPact@mba.org. Lunch will be provided.  

    Panelist include:

    Moderator: Ty Cieloha, Regional Sales Director, Roostify
    Panelist: Jim Paolino, CEO, LodeStar Software Solutions
    Panelist: Candace Russell, Vice President – Post Sale, Carrington Mortgage Services, LLC

  • Committee Meeting

  • 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

    Read more Read less

    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

  • Refreshment Break in THE HUB

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • Residential Board of Governors (RESBOG) Meeting (By Invitation Only)

    Location: Fairmont Hotel,
    Level 5,
    Manchester Ballroom B

    Committee Meeting

  • Committee Meeting

  • 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

    Read more Read less

    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

    Read more Read less

    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).

  • Networking Reception in THE HUB: Keep Austin Social

    Location: THE HUB: Level 1,
    Exhibit Hall 4

    HUB Event,

    Networking Opportunities,

    Reception

  • MAA/MORPAC Event,

    Networking Opportunities,

    Reception

  • MBA Opens Doors Foundation Donor Reception (By Invitation Only)

    Location: Fairmont,
    Level 7,
    North Palm Court

    Networking Opportunities,

    Reception

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