NAC 19

Schedule

Schedule subject to change. 

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

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Monday, April 1, 2019

Tuesday, April 2, 2019

  • Registration

    Location: Capital Terrace,
    Second Floor

    Registration

  • CMB Society Meeting (CMB Designees Only)

    Location: Senate Room,
    Second Floor

    Committee Meeting

  • mPact Event

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    Join us for a special event at MBA's National Advocacy Conference (NAC). mPact’s Capitol Hill Overview and Networking Breakfast will provide a unique opportunity to engage with Hill staffers and prepare for effective advocacy for your business! Come ready to ask questions, learn best practices when on the Hill, and network with your peers!

  • Opening Remarks

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

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

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

    General Session

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    Speaker(s)

    Bill Killmer, Senior Vice President for 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. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    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.

  • A Bipartisan Conversation with Rep. Josh Gottheimer (D-NJ) & Rep. Steve Watkins (R-KS)

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Rep. Josh Gottheimer (D-NJ), U.S. House of Representatives

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

    Rep. Steve Watkins (R-KS), U.S. House of Representatives

    General Session

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    Hear directly from a bipartisan duo: House Financial Services Committee member Rep. Josh Gottheimer (D-NJ) and Rep. Steve Watkins (R-KS). They are part of influential Problem Solvers Caucus, a group of 24 Democratic and 24 Republican lawmakers dedicated to finding common ground and breaking the partisan gridlock in Congress. They will share how they are working together on a bipartisan basis to advance key issues that impact the American economy and highlight the importance of nonpartisan political engagement with your elected officials.

    Speaker(s)

    Rep. Josh Gottheimer (D-NJ), U.S. House of Representatives

    Josh Gottheimer represents New Jersey's Fifth Congressional District in the northernmost part of the state, which includes parts of Bergen, Passaic, Sussex, and Warren counties. He was sworn in on January 3, 2017.

    In Congress, Josh serves on the House Financial Services Committee where he works on three Subcommittees: National Security, International Development, and Monetary Policy Subcommittee, the Capital Markets, Securities, and Investments Subcommittee, and the Diversity and Inclusion Subcommittee. 

    In February 2017, Josh was elected Co-Chair of the bipartisan Problem Solvers Caucus, where he works to bring the group of 24 Democrats and 24 Republicans together across party lines to find areas of agreement on key issues including lowering taxes, cutting burdensome and unnecessary regulation, lowering health insurance premiums, and improving infrastructure to help the American people.

    In March 2017, just months after being sworn in, Josh passed his first amendment in the House, which was later signed into law, to accelerate the hiring of post-9/11 veterans at the Department of Veterans Affairs. In April 2018, Josh’s bipartisan FRA Safety Data Improvement Act passed the House by a unanimous vote. The Act brings consistency and the power of big data to help improve rail safety in North Jersey and across the country.

    Josh is committed to lowering taxes and getting Fifth District residents a better return on the tax dollars they already send to Washington. Working with Fifth District mayors, councils, first responders, and towns, Josh has helped the Fifth District claw back $290 from Washington for every household in the Fifth District—a 16% increase from what the District has historically received. These dollars help first responders protect the community while offsetting the strain on local budgets and property tax bills.

    For his support for pro-growth policies in Congress, the U.S. Chamber of Commerce awarded Josh its Spirit of Enterprise Award. For his consistent work on both sides of the aisle and as Co-Chair of the Problem Solvers Caucus, Josh was recognized as the most bipartisan Democratic freshman Member of Congress by the Lugar Center and the McCourt School of Public Policy at Georgetown University.

    Josh was raised in North Caldwell, the son of a preschool teacher and a small business owner. Growing up, Josh worked in his father's store and, like your average New Jersey kid, treasured summer vacations at the Jersey Shore. His first concert was at the Meadowlands to see the one and only Bruce Springsteen!

    Josh graduated from West Essex High School before attending the University of Pennsylvania, later becoming a Thouron Fellow at Oxford, and then paid his way through Harvard Law School.

    After finishing college, Josh went on to work in the Clinton White House as one of the youngest presidential speechwriters in history. Josh wrote speeches on topics ranging from the global economy to technology and innovation to combating crime; he also helped draft two State of the Union Addresses.

    After leaving the White House, Josh worked at the Ford Motor Company, where he helped rebuild the iconic auto company’s image and worked on the first American hybrid. Josh was also a Senior Advisor to the Chair of the U.S. Commission on Civil Rights and published the book Ripples of Hope: Great American Civil Rights Speeches.

    Josh later served as Senior Counselor to the Chairman at the Federal Communications Commission. During his tenure, he was the first Director of Office of Public-Private Initiatives, partnering with private companies to break through roadblocks and solve national problems. These partnerships saved taxpayers money while helping law enforcement, boosting digital education, and creating jobs. Josh worked on cybersecurity, broadband adoption, combating cell phone theft, creating a new public safety emergency alert system, and expanding wireless spectrum. Josh used that experience to help create a nonprofit, JerseyOn, that has expanded access to high-speed internet for low-income New Jersey students to help them compete in the 21st Century economy.

    Before running for Congress, Josh worked at Microsoft as General Manager for Corporate Strategy, where focused on the company’s expansion into the cloud, e-commerce, and privacy. He was also a member of both the Ridgewood and New Jersey Chambers of Commerce, the Rutgers Business School Advisory Board, and was a visiting fellow at Princeton University’s Center for Information Technology. He also taught history at the University of Pennsylvania.

    Josh’s approach to public service is rooted in his experience in both the public and private sectors. During his time working with President Clinton, Senator Frank Lautenberg, and Speaker Thomas Foley, he saw that, by seeking common ground, it’s possible to find a bipartisan path forward without compromising your core values. Josh firmly believes that it doesn’t matter if an idea comes from the Democratic or Republican side of the aisle, only whether it will help the communities and people of the Fifth District.

    Josh now lives in Wyckoff, New Jersey with Marla, his wife who was a federal prosecutor, and their two young children, Ellie and Ben.

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

    Brian Stoffers is 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. Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, savings 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. 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.  He is the 2019 Chairman of MBA’s Diversity and Inclusion Committee.

    Rep. Steve Watkins (R-KS), U.S. House of Representatives

    Steve Watkins is a 6th generation Kansan, growing up down the street from the State Capitol in Topeka. His father served in the Air Force and has been a well-respected physician for nearly 40 years. His mother is a retired public school teacher. 

    After graduating from Topeka West high school, Steve went on to get an engineering degree from West Point and master’s degrees from both MIT and Harvard. 

    Steve Watkins is an Iditarod racer, a Mt. Everest climber, and a combat veteran who served in Afghanistan in 2004. Steve Watkins’ life and career have been characterized by integrity, courage, leadership, and selfless service. 

    While the uniform may be changing, the values and convictions are not.  

  • General Session: Remarks from Representative Gregory Meeks (D-NY)

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Rep. Gregory Meeks (D-NY), U.S. House of Representatives

    Read more Read less

    Hear directly from Representative Greg Meeks (D-NY), a senior member and newly-installed Subcommittee Chair of the House Financial Services Committee. He is a member of the New Democrats, a coalition of over 100 moderate members in the House, and he chairs the political arm of the Congressional Black Caucus. The Congressman will share an update about his committee’s ongoing agenda and work to remove impediments to sustainable lending and economic growth.

    Speaker(s)

    Rep. Gregory Meeks (D-NY), U.S. House of Representatives

    Early Life

    Congressman Meeks’ compassion and ability to collaborate are rooted in his upbringing. His family ventured north during the Great Migration from Rock Hill, South Carolina, eventually settling in East Harlem.  He grew up in a public housing project and knew in his early years that he wanted to be a lawyer. He was inspired by a mother and father who worked hard to ensure that their children would have opportunities for advancement that they never did.  Meeks’ parents passed on to him a profound sense of social justice, commitment to community, and willingness to extend a helping hand to those in need.

    He carried these values with him to Adelphi University where he earned a bachelor’s degree in history. At Howard University Law School, Meeks embraced the jurisprudence of his idol, Thurgood Marshall, and of Charles Hamilton Houston. In the years to follow, Congressman Meeks worked as a Queens County Assistant District Attorney, a prosecutor for a special anti-narcotics taskforce, and chief administrative judge for New York State’s worker compensation system.  In 1992, he was elected to the New York State Assembly, where he served until 1998, when he won a special election to represent the Fifth Congressional District of New York.

    Work in Congress

    Congressman Gregory W. Meeks, now in his eleventh term, has devoted his energy and skill to serving one of the most diverse constituencies in the nation.  His efforts on behalf of his district, New York City and State, and the nation as a whole have earned Rep. Meeks the respect of his constituents, New Yorkers, and Democrats and Republicans alike. He is known for being an effective, principled, and common sense leader. As a fervent supporter of the Affordable Care Act enacted under President Obama, Congressman Meeks believes that it should be enhanced. Congressman Meeks is one of sixty-one forward-thinking, pro-growth Democratic members who comprise the New Democrat Coalition (NDC). He co-chairs the NDCC Trade Task Force.

    Congressman Meeks is a senior member of the House Financial Services Committee, where he serves as the Chairmen of the Subcommittee on Consumer Protection and Financial Institutions which oversees all financial regulators such as, FDIC, Federal Reserve and all matters pertaining to consumer credit and the stability of the banking system. Rep. Meeks previously served as a Dodd-Frank conferee. Key provisions in the Wall Street reform law – including its stress testing requirement, the creation of the Office of Minority and Women Inclusion at the financial regulatory agencies, and the requirement that U.S. public companies who use natural resources to report their due diligence in stamping out conflict minerals– were authored by Congressman Meeks and remain in the law today. Rep. Meeks introduced a bill that would require government contractors and public companies to submit data on the racial, ethnic, and gender composition of their corporate boards.

    Congressman Meeks is also a senior member of the House Foreign Affairs Committee, where he is serves as an influential member on both the Subcommittee on Europe, Eurasia, Energy and the Environment and the Subcommittee on Western Hemisphere, Civilian Security and Trade. Meeks is a multilateralist with decades of experience in foreign policy. He believes that the United States should build coalitions around our interests and work with other countries to build a stable and prosperous future. Additionally, Congressman Meeks is the co-chair of several international organization caucuses, such as the European Union Caucus.

    District Work

    Congressman Meeks is focused on revitalizing the economy, creating jobs, and enhancing the resiliency of the Fifth District’s transportation, housing and environmental infrastructure, which were hit hard by Superstorm Sandy.

    Throughout his tenure in Congress, Congressman Meeks has fought to make New York City accessible and full of opportunity for all New Yorkers.  One result of Representative Meeks’ tireless efforts came to fruition in April of 2017, at the groundbreaking ceremony of the Crossing at Jamaica Station.  The housing and retail project, which will bring approximately 4,000 construction jobs to Jamaica, includes hundreds of new affordable residential units.  To make this crucial economic development possible, Congressman Meeks secured $21 million in federal tax credits.

    Ever striving to improve NYC’s accessibility, Congressman Meeks strengthened the major regional transportation hub in Jamaica, Queens via the Intermodal Enhancement and Atlantic Avenue Extension—which includes parts of the LIRR and NYC subway system, Airtrain connection to JFK Airport, and a total of 31 bus lines. He secured over $6 million and $10 million through the Federal Transit Administration and Federal Highway Administration respectively, to vastly improve transportation in his district, especially to and from JFK airport. Congressman Meeks also worked with Governor Cuomo to provide a significant $10 billion upgrade to JFK Airport. Ever focused on increasing diversity, Congressman Meeks advocated for Minority and Women Business Enterprises (MWBEs) in the bidding process.

    Increasing diversity in all sectors of the economy is important to Congressman Meeks and in 1999 he secured $250,000 in federal funding to initiate the Science Engineering Mathematics and Aerospace Academy (SEMAA) at CUNY’s York College.  The SEMAA program continues to educate and inspire young students to this day.

    Not only has Congressman Meeks worked to build up Jamaica, but he has been keen on building up Far Rockaway, too. To this end, Congressman Meeks collaborated on the monumental Roadmap for Action, introduced in 2016, which will provide $91 million for the revitalization of Downtown Far Rockaway.  These funds marked the continuation of Meeks’ ongoing effort to increase affordable housing options, improve transportation infrastructure, and boost the local economy.

    Additionally, in the spring of 2017, Congressman Meeks and New York City launched a new ferry service, “NYC Ferry,” in the Rockaways a month ahead of schedule.  This critical project had been in the works since 2005, when Representative Meeks procured $15 million in federal funding.

    For years, Congressman Meeks has introduced a bill to allow for fairness in the recoupment of disaster assistance, to help not only his district rebuild after Superstorm Sandy, but also other districts suffering from natural disasters.

    Personal Life

    Congressman Meeks is a member of the Allen AME Church in St. Albans, New York and a proud member of Alpha Phi Alpha Fraternity.  As a huge sports fan, Meeks enjoys watching the New York Knicks, the New York Giants, and the New York Mets. He is married to Simone-Marie Meeks and has three daughters – Ebony, Aja, and Nia-Aiyana.

  • Lunch Featuring Chris Wallace of Fox News: America Under President Trump - A View From Washington

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Chris Wallace, Award-Winning Veteran Journalist, Host of FOX News Sunday

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, CMG Financial

    General Session

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    Join us for lunch and featured speaker, award-winning veterna journalist Chris Wallace, host of FOX News Sunday. As one of the country's most seasoned journalists, Chris Wallace draws from his decades at the news desk to deliver valuable insight and perspective on the unprecedented election that put Donald Trump in the White House and what’s changed in America in his two years as 45th president. With an expert’s eye and a historian's perspective, Wallace provides audiences with a more in-depth understanding of the impacts of recent policy changes to the impact of the 2018 Congressional Midterm Elections. Wallace breaks down the day’s headlines and news stories effecting individuals and industry with the clarity and distinction that have established him as a go-to source for the most important political issues of today and tomorrow. Wallace also offers behind-the-scenes anecdotes about Washington and perspective on the critical and evolving role of the media in the national dialogue.

    Speaker(s)

    Chris Wallace, Award-Winning Veteran Journalist, Host of FOX News Sunday

    Chris Wallace breaks down today’s top news issues impacting individuals and industry, leaving audiences with takeaways that prepare them for impending changes in the political landscape.

    The host of FOX News Sunday, Chris has established himself as a battled-tested media presence, an incisive, thoughtful interviewer, and a venerable authority on presidential history and election politics.

    Over Chris’s decades-long journalism career, he reported from the ABC News desk as a senior correspondent for Primetime and 20/20, and as an anchor on the longest running show on television, NBC News' Meet the Press. The author of the best-seller, Character: Profiles in Presidential Courage, Chris has won every major broadcast news award, including three Emmys, the Peabody Award and the Dupont-Columbia Silver Baton Award. In 2016, Chris earned praise from fellow journalists and political operatives on both sides of the aisle for his sterling performance moderating the final presidential debate between Hilary Clinton and Donald Trump.

    With substance, fairness and gravitas, Chris captivates with seasoned insights on current events and political affairs, including the evolving role of the media and influence of technology on the presidency, what America will look like under our 45th president, and what audiences can expect during his administration.

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, 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.

  • General Session: Remarks from The Honorable Benjamin S. Carson Sr., MD

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

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

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

    General Session

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    In a discussion with MBA’s President and CEO, Bob Broeksmit, the Secretary of Housing & Urban Development shares his perspective on HUD’s agenda and priorities for the nation’s housing policy.

    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 Benjamin S. Carson Sr., M.D., Secretary, U.S. Department of Housing and Urban Development

    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.

  • Commercial/Multifamily Briefing and Legislative Updated (Closed to Media)

    Location: South American,
    Second Floor


    Speaker(s)

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

    Thomas T. Kim, Senior Vice President of Commercial/Multifamily, Mortgage Bankers Association

    Erin Barry, Associate Vice President, Legislative and Political Affairs, Mortgage Bankers Association

    Breakout Session

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    Learn how to address our industry’s priorities with lawmakers.  Hear about the legislation, people and processes that could affect FHA and other federal multifamily housing programs, as well as GSE Reform, flood insurance and TRIA coverage, and the commercial and multifamily finance ecosystem generally. After the briefing, gather with other delegates for your state to review the key issues and prepare for the next day’s visit to Capitol Hill.

    Speaker(s)

    Bill Killmer, Senior Vice President for 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. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Thomas T. Kim, Senior Vice President of Commercial/Multifamily, Mortgage Bankers Association

    Tom Kim is Senior Vice President of Commercial/Multifamily at the Mortgage Bankers Association (MBA).  In this capacity, Tom manages MBA's Commercial/Multifamily Group in representing the interests of member companies in the commercial/multifamily real estate finance industry.  He oversees and leads public policy activities with regard to commercial and multifamily real estate finance, including matters relating to financial services regulation, multifamily housing finance, commercial mortgage securitization, portfolio lending and commercial mortgage servicing.  Tom also manages the development of best practices and industry standards, and advises MBA's Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG). Prior to joining MBA, Tom served as Associate General Counsel at Freddie Mac, where he advised the company on a broad range of legal, regulatory and public policy matters.  Previously, he was in-house counsel at the Investment Company Institute, the national association of the mutual fund industry, where he focused on legislative and regulatory matters affecting mutual funds and their shareholders. Tom is also a co-founder and board member of Justice Ventures International, a non-profit organization that combats human trafficking and promotes economic development in developing countries.

    Erin Barry, Associate Vice President, Legislative and Political Affairs, Mortgage Bankers Association

    Erin Barry is an Associate Vice President of Legislative Affairs at the Mortgage Bankers Association.  In this role, she represents MBA on Capitol Hill, primarily working with Senate Democrats.  Erin joined MBA in May 2018 after serving on the staff of several offices on Capitol Hill over the course of 15 years.

    Prior to joining MBA, Erin worked for the Senate Committee on Banking, Housing and Urban Development as the lead Democratic staffer for housing and mortgage finance since 2011. She worked for both former Banking Committee Chairman Tim Johnson (D-SD) and current Ranking Member Sherrod Brown (D-OH).  During that time, Erin helped craft and negotiate the “Johnson/Crapo” housing finance reform package during the 113th Congress, along with other notable work on committee-passed FHA reforms, community lender relief (including SAFE Act and QM/ATR amendments), USDA rural housing programs, and funding for the Hardest Hit Fund.

    Before serving on the Banking Committee staff, Erin served on Senator Johnson’s personal office staff and also worked for Representative Dan Boren from Oklahoma.  She received her Bachelors of Arts from the George Washington University in 2003, with a double major in Economics and History. A native of Connecticut, Erin currently lives in Maryland with her husband and three young children.   

  • Residential Briefing and Legislative Update (Closed to Media) & State Delegation Time

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

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

    Dan Fichtler, Director of Secondary and Capital Markets, Mortgage Bankers Association

    Daniel Grattan, Associate Vice President, Legislative & Political Affairs, Mortgage Bankers Association

    Tallman Johnson, Associate Vice President of Legislative Affairs, Mortgage Bankers Association

    Pete Mills, Senior Vice President, Residential Policy & Member Engagement, Mortgage Bankers Association

    Breakout Session

    Read more Read less

    Learn about the legislative changes and impacts ahead with GSE Reform, Affordable Housing, Federal Housing Program Support and a Regulatory Clarity. Hear the details about legislation that impacts our industry and how to address our priorities with lawmakers. After the briefing, gather with other delegates from your state to review the key issues and prepare for the next day’s visit to Capitol Hill.

    Speaker(s)

    Bill Killmer, Senior Vice President for 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. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Dan Fichtler, Director of Secondary and Capital Markets, Mortgage Bankers Association

    Dan Fichtler is Director of Secondary and Capital Markets at the Mortgage Bankers Association. In this role, he covers issues related to agency and non-agency securities markets, including the activities of the Federal Housing Finance Agency, Fannie Mae and Freddie Mac, Ginnie Mae, and the Federal Home Loan Banks. Dan is also the primary staff representative overseeing MBA’s Secondary and Capital Markets Committee and REIT Executive Council. Prior to joining MBA, Dan was a policy advisor at the U.S. Department of the Treasury, where he served on the staff of the Financial Stability Oversight Council. He has also served as an advisor to the majority staff of the Senate Banking Committee, during which time he helped draft the Johnson-Crapo housing finance reform legislation.

    Daniel Grattan, Associate Vice President, Legislative & Political Affairs, Mortgage Bankers Association

    Daniel Grattan is an Associate Vice President in Legislative and Public Affairs for the Mortgage Bankers Association.  In this role he focuses on representing MBA’s membership on Capitol Hill.

    Grattan joined MBA from Annaly Capital Management, where he served as Vice President and Head of Government Relations for the largest Mortgage REIT in the United States.  Prior to joining Annaly, he was Director of Business Development for the New York-based financial services consultancy, The McNamara Group. He has also served as Chairman of the Ronald McDonald House New York’s Board of Associates. 

    Grattan holds a Bachelor’s Degree in Journalism and Mass Communications from Washington & Lee University in Lexington, Virginia.

    Tallman Johnson, Associate Vice President of Legislative Affairs, Mortgage Bankers Association

    Tallman Johnson is an Associate Vice President of Legislative Affairs at MBA. In this role, he is responsible for advocating on behalf of MBA's legislative and policy priorities on Capitol Hill, with a primary focus on Republican members of the United States Senate. He began his work at MBA on February 1, 2019.

    Prior to joining MBA, Tallman spent the majority of his entire professional career on Capitol Hill.  Among his various roles, Tallman served as a senior staffer for the House Committee on Financial Services, where he formulated policy and drafted the Committee’s national legislative priorities on issues ranging from housing finance reform and Dodd/Frank regulatory relief to NFIP and TRIA reauthorizations.  Prior to that, he was one of the primary policy advisors to the Chairman of that panel’s Housing Subcommittee.  Additionally, he worked as a Senior Legislative Officer in the Office of Congressional and Intergovernmental Affairs at the U.S. Department of Housing and Urban Development.

    Mr. Johnson holds a Bachelor of Arts in Political Science, with a Concentration in International Affairs, from The University of the South in Sewanee, TN. 

    Pete Mills, Senior Vice President, Residential Policy & Member Engagement, Mortgage Bankers Association

    Pete Mills is Senior Vice President of Residential Policy and Member Services at the Mortgage Bankers Association (MBA). In this position, he leads MBA’s residential policy team and also leads efforts to enhance MBA’s residential member engagement, retention and recruitment, as well as the association’s state and local advocacy programs. Mills is an experienced financial services industry executive with 30 years of expertise in public affairs, government relations, public policy and research, all in the housing and mortgage finance arena. Most recently, he served as Managing Director of the Community Mortgage Banking Project, a public policy organization that represents the interests of companies and coalitions involved in the housing and mortgage finance industries. During his career, Mills lead corporate public affairs for Countrywide Financial, managed trade association policy advocacy for the California Mortgage Bankers Association and the California Association of Realtors, and conducted housing policy research at the Federal Reserve Board. He has a BA in Economics from the University of California at Berkeley, where he graduated with distinction in 1982.

  • Refreshment Break

    Location: Capital Terrace,
    Second Floor

    Networking Opportunities,

    Refreshment Break

  • Remarks from Rep. Terri Sewell (D-AL)

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Rep. Terri Sewell, U.S. House of Representatives

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

    General Session

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    One of the first women elected to Congress from Alabama in her own right, Representative Terri Sewell (D-AL) is the first black woman to ever serve in the Alabama congressional delegation. With more than 15 years of experience as a securities and public finance attorney, she brings a business perspective to her new role as a Vice Chair of the House Ways & Means Committee and Chief Deputy Whip. In a conversation with MBA’s Vice Chairman, Susan Stewart, the Congresswoman will discuss various topics including her committee’s agenda, tax policy and how she’s made diversity, inclusion and opportunity within her community a cornerstone of her legislative priorities since she was first elected in 2010. 

    Speaker(s)

    Rep. Terri Sewell, U.S. House of Representatives

    Congresswoman Terri A. Sewell is in her fifth term representing Alabama’s 7th Congressional District. She is one of the first women elected to Congress from Alabama in her own right and is the first black woman to ever serve in the Alabama Congressional delegation.

    Congresswoman Sewell sits on the exclusive House Ways and Means Committee and brings to the committee her more than 15 years of experience as a securities and public finance attorney.  Currently, in the 116th Congress, she serves as Vice-Chair of the House Ways & Means Committee where she sits on three subcommittees: the Subcommittee on Health; the Subcommittee on Trade; and the Subcommittee on Worker and Family Support.

    Congresswoman Sewell was also selected to serve on the distinguished House Permanent Select Committee on Intelligence charged with the oversight of our national security. She is currently the Chairwoman of the Subcommittee on Defense Intelligence and Warfighter Support, charged with the oversight of collection and timely dissemination of Department of Defense intelligence with respect to support of all military operations. 

    In her short time in Congress, Sewell has held several leadership positions including Freshman Class President in the 112th Congress.  In the 116th Congress, she was selected by the Democratic Whip James Clyburn to serve as a Chief Deputy Whip, and sits on the prestigious Steering and Policy Committee, which sets the policy direction of the Democratic Caucus.

    Congresswoman Sewell is a member of the Congressional Black Caucus where she is Co-Chair of the Voting Rights Task Force.  She is a Vice Chair of the New Democrat Coalition; Co-Chair of the Congressional Voting Rights Caucus; Vice-Chair of the Congressional HBCU Caucus; and Co-Chair of the Rural Caucus. 

    Congresswoman Sewell is an outspoken advocate for jobs creation, workforce development, skills training and for providing resources and economic opportunities for her constituents in the 7th Congressional District. In addition to pursuing job-creating legislation in Congress, Sewell has implemented a results-driven approach to addressing the unemployment crisis by hosting an Annual Job Fair and job readiness workshops across the district as a part of a workforce initiative called Project R.E.A.D.Y.--- Realizing Everyone’s Ability to Develop Yourself.

    As the Member of Congress representing Alabama’s civil rights district, Congresswoman Sewell has been a passionate champion for recognizing and honoring the sacrifices of those freedom fighters who served as powerful agents of change.  Congresswoman Sewell was honored that her first piece of successful legislation recognized the “Four Little Girls” who tragically lost their lives during the bombing of the16th Street Baptist Church in 1963.  The Congressional Gold Medal is the highest civilian honor Congress can bestow. The bill passed unanimously in both houses of Congress and was signed into law by President Barack Obama on May 24, 2013 in a signing ceremony in the Oval Office to commemorate the 50th Anniversary of the church bombing.   

    In March of 2015, Congresswoman Sewell welcomed the world to her hometown of Selma during the 50th Anniversary of the March from Selma to Montgomery including President and Mrs. Obama; President and Mrs. George W. Bush and more than 100 members of Congress.  Sewell’s second Congressional Gold Medal bill to honor the Foot Soldiers of the Voting Rights Movement was signed by President Obama on March 7, 2015, the 50th Anniversary of Bloody Sunday.

    Prior to her election in 2010, Congresswoman Sewell was the first black woman partner in the Birmingham law office of Maynard, Cooper & Gale, P.C., where she distinguished herself as one of the only black public finance lawyers in the State of Alabama.   A proud product of Alabama’s rural Black Belt, Congresswoman Sewell was the first black valedictorian of Selma High School. She is an honors graduate of Princeton University and Oxford University and received her law degree from Harvard Law School.

    Congresswoman Sewell is a Silver Star and life member of Alpha Kappa Alpha Sorority, Inc.  She is the daughter of the late Coach Andrew A. Sewell of Selma, AL and retired librarian Nancy Gardner Sewell, Selma’s first black City Councilwoman, the 18th South Eastern Regional Director and former Supreme Grammateus of Alpha Kappa Alpha Sorority, Inc.

     

    Susan Stewart, 2019 MBA Vice Chairman, 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.

  • MBA Advocacy Reception (Current active MAA Members only, Sign-up at the Door) (Closed to Media)

    Location: Congressional Room,
    Second Floor


    Speaker(s)

    Senator Doug Jones, (D-AL)

    MAA/MORPAC Event,

    Reception

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    Speaker(s)

    Senator Doug Jones, (D-AL)

    Senator Doug Jones has spent his life working to make Alabama a better place. Born in Fairfield in 1954 to a U.S. Steel worker and a stay-at-home mom, he grew up in Alabama during a period of great change and played a critical part of helping the state and her people overcome some of their darkest days. His early years forged his values and a sense of responsibility to treat everyone with dignity and respect. 

    Senator Jones grew up during the tumultuous era of public school desegregation in Alabama. From a young age, he was drawn to fighting for what is right.  He also found a love for politics and organizing through his volunteer work with campus affairs at the University of Alabama and in a statewide campaign to modernize Alabama’s court system.

    After graduating from Cumberland School of Law at Samford University, he worked as staff counsel to the U.S. Senate Judiciary Committee for Senator Howell Heflin. Following his stint in Washington, Senator Jones served as an Assistant United States Attorney from 1980-1984. He left government service in 1984 and was in the private practice of law in Birmingham, Alabama, until President Bill Clinton nominated him to the position of United States Attorney for the Northern District of Alabama. His nomination was confirmed by the Senate in November 1997 and he served as U.S. Attorney until June 2001. It was while serving in that position that Senator Jones successfully prosecuted two of the four men responsible for the 1963 bombing of the 16th Street Baptist Church—finally bringing full justice and closure nearly 40 years after the attack that killed four young girls. Along with taking on the Ku Klux Klan, he indicted domestic terrorist Eric Rudolph and prosecuted other criminals who sought to use fear, hatred, and violence to inhibit the rights of others.

    Since his election to the Senate in a special election held on December 12, 2017, Senator Jones has brought that lifelong passion for justice and commitment to service to his role in the United States Senate. He understands that public service is a privilege that comes with the responsibility of making the country better for all Americans, regardless of their backgrounds or political views. He will continue to fight to increase access to affordable health care for every Alabamian and to make sure that every child in every ZIP code has access to high-quality education. He will fight for responsible economic development to ensure that both businesses and their employees prosper in Alabama.

  • Reception at the Library of Congress (Closed to Media)

    Location: Library of Congress,
    101 Independence Ave SE,
    Washington,
    DC 20540

    Networking Opportunities,

    Reception

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    One of our nation’s capital’s best kept secrets is the breathtaking Thomas Jefferson Building at the historic Library of Congress, located near the Supreme Court and U.S. Capitol buildings. Conference attendees are invited to be our guest for an iconic DC experience. Meet up with colleagues, mingle with lawmakers and industry leaders, and enjoy bountiful heavy hors d’ouevres during this reception that sure to be unforgettable.

    We'll provide bus transportation to the Library of Congress, leaving between 6:00 PM – 6:15 PM from the front entrance of the Capital Hilton. Due to airport-style security protocoal, please travel light; you will need your MBA conference badge, photo ID and cell phone.

Wednesday, April 3, 2019

  • Registration

    Location: Capital Terrace,
    Second Floor

    Registration

  • State Delegation Breakfast Meeting

    Location: Presidential Ballroom,
    Second Floor

    Breakfast

  • Capitol Hill Send-Off

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, CMG Financial

    General Session

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    Arrive early to get your seat to hear from MBA’s Chairman Chris George. Chris will share his perspectives on top priorities for the industry moving forward and provide words of inspiration and encouragement as we leave to advocate on Capitol Hill.

    Speaker(s)

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, 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.

  • Capitol Hill Visits

    Location: Capitol Hill

    Special Event

  • Capital Hill Debrief and Reception

    Location: South American,
    Second Floor

    Reception

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