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Arrive early and attend MBA's Mergers & Acquisition Workshop on January 28, 2019. This is a pre-conference event offered exclusively to IMB Conference attendees. View the workshop agenda and register here.

Schedule subject to change.

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

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Wednesday, January 30, 2019

  • Innovation and Strategy Track: On the Same Page: Aligning C-Suite Goals at All Levels of Your Organization

    Location: Seacliff,
    Bay Level


    Speaker(s)

    Mike McFadden, Group Head, Mortgage Division, Riivos

    Ali Vafai, President, The Money Source Inc.

    Peter C. Pannes, President, Covius Service

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    Learn how to best implement financial and operations planning to produce a culture of accountability using metrics, empowering managers, and facilitating a feedback loop to better connect executives with the rest of your team. While most companies’ goals are set at the executive level, the rank-and-file usually execute them. Get tips to keep your team aligned toward the same goal.

    Speaker(s)

    Mike McFadden, Group Head, Mortgage Division, Riivos

    Mike McFadden is Group Head, Mortgage Division at Riivos, Inc., a provider of cloud-based value chain management applications for the mortgage industry. Previously, Mike was Chief of Staff and SVP of Finance of Stonegate Mortgage. While at Stonegate, Mike was instrumental in taking that firm public and later oversaw its sale to Home Point Financial. Mike has experience at each stage of growing a mortgage business—from the frontlines of running finance teams to the boardroom to public markets to mergers and acquisitions. He has a deep understanding of the concerns mortgage lenders face each day running a business in one of the country's most dynamic and volatile markets.

    Ali Vafai, President, The Money Source Inc.

    Ali Vafai is a tenured leader in the financial world who has led the company’s rapid growth into a top 15 Correspondent lender. Blazing a path in technological innovation across the mortgage lending and servicing industry, Ali was recognized by National Mortgage Professional as one of the Next 40 Mortgage Professionals to Watch, as well as named one of HousingWire’s Vanguard Winners. Prior to The Money Source, Ali was the President of Pacific Union Financial, as well as co-founder and President of Bay Equity. His expert insight has been featured in Scotsman Guide, Investopedia, CIO Insight, The Mortgage Reports, National Mortgage News, Realtor.com, and U.S. News & World Report.

    Peter C. Pannes, President, Covius Service

    Pete Pannes is President of Covius Services, a technology-enabled company that provides compliance, quality assurance and valuation solutions for residential and commercial real estate markets. Pete oversees Settlement Services, Document Services, Technology, Real Estate Services and Compliance business units.  Pannes has more than 20 years of experience in the mortgage and credit sectors, holding numerous leadership positions in sales and marketing. Before joining Covius, he was a founding member of NMI Holdings Inc. (NASDAQ: NMIH), a fast-growing mortgage insurance company, serving as chief sales officer and executive vice president. Before NMI, Pannes spent over 20 years at PMI Mortgage Insurance Co. operating in many sales roles, most notably senior vice president of Field Sales & National Accounts. With PMI, Pannes facilitated the launch of CMG Mortgage Insurance Company, which was jointly owned by PMI and CUNA Mutual and provided mortgage insurance to credit unions, additionally, serving on its board.