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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Sunday, April 15, 2018

  • Registration

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    To help its institution reach its business goals, strategic objectives, and remain in compliance with regulators, the IT team needs to be a partner to its business peers. This workshop emphasizes the interrelated roles of the departments within a residential mortgage banking firm and the relationship of various institutions and agencies in the real estate finance industry. The course provides a basic foundation in loan production, secondary marketing, and servicing. It also highlights key concepts in real estate mathematics, quality control, and of increasing importance, the latest in regulatory compliance and the impact rules and regulations have on technology and vendor management.

    Who Should Attend?

    Chief Technology Officers; Chief Information Officers; IT Professionals of all levels of experience;

    Anyone seeking to gain a foundational understanding of residential mortgage finance concept

    Pricing and Registration

    First-time paid registrants to TECH18 are eligible for 50% off a workshop registration fee. Not a first time attendee? You can still get a discount! Register for both a workshop and TECH18 and receive $50 off each for a total discount of $100.

    MBA Members – Before March 4: $400. After March 4: $450
    Non-members – Before March 4: $550. After March 4: $600

    Please contact education@mba.org for your discount or to register.

  • Read more Read less

    The workshop provides an overview of MISMO®, the Mortgage Industry Standards Maintenance Organization. Instructors explore how MISMO adds value to the industry; core concepts which are foundational to the standards; the standards development process; the, purpose and organization of the Logical Data Dictionary and the MISMO Reference Model.

    Who Should Attend?

    IT and Business Professionals of all levels of experience.  This workshop is designed for business and technology professionals who are currently (or who may soon be) involved in the consideration, planning, and/or development of a MISMO-based project.

    Pricing and Registration

    First-time paid registrants to TECH18 are eligible for 50% off workshop registration fee. Not a first time attendee? You can still get a discount! Register for both a workshop and TECH18 and receive $50 off each for a total discount of $100.

    MBA and MISMO Members – Before March 4: $349/After March 4: $400
    Non-members – Before March 4: $500/ After March 4: $600

    To register for this workshop or the promotion, or for more information, please contact MBA's Kelly Bradshaw at kbradshaw@mba.org.

  • Special Session: Making Fintech Your Tech


    Speaker(s)

    Garth Graham , Senior Partner , STRATMOR Group

    Special Session

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    Start your conference experience on the right track with our Sunday Special Session!  Industry expert Garth Graham will lead a free-wheeling conversation on the disruptive possibilities of Fintech.  Using case studies, the session will investigate how technology can be utilized in financial services to re-think the way we do business. Audience participation is encouraged, come prepared to ask questions and take part in interactive polling.

    Speaker(s)

    Garth Graham , Senior Partner , STRATMOR Group

    Garth Graham was a high-producing loan originator and retail manager before starting mortgage.com which, in 1996, became the first company to originate a mortgage on the internet. Three years later, in 1999, with internet originations of over $1 billion per year, mortgage.com completed an IPO and a year later was sold to ABN AMRO. At ABN, Garth had executive positions in consumer direct, marketing and the mortgage.com consumer direct platforms.

    Garth has given over 100 speeches on mortgage finance, including corporate events, keynotes and panel moderation. Garth is adept at using real time interactive tools, including audience polling and multi-media interactions through personal mobile devices.

  • Opening Reception in THE HUB: The Motor City


    Speaker(s)

    Billy Beane , Oakland A's General Manager and the subject of "Moneyball"

    HUB Event,

    Networking Opportunities,

    Reception,

    CREF Track

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    Welcome to The Motor City!

    Start TECH18 in THE HUB to see over 100 exhibiting tech companies serving the mortgage industry, and go to THE MEETING SPOT to meet Monday's Featured Speaker Billy Beane for a signed baseball!

    Schedule:
    Reception Opens @ 5:30 PM
    Billy Beane in THE MEETING SPOT @ 6:15 PM

    Speaker(s)

    Billy Beane , Oakland A's General Manager and the subject of "Moneyball"

    Considered one of the most progressive and talented baseball executives in the game today, Billy Beane molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager following the 1997 season. He shattered traditional MLB beliefs that big payrolls equated wins by implementing a statistical methodology that led the Oakland A's, one of the worst teams in baseball with one of the lowest payrolls, to six American League West Division Titles. This strategic methodology has come to be known as the Moneyball philosophy, named for the bestselling book and Oscar nominated film chronicling Beane’s journey from General Manager to hero to celebrated management genius. Today, Billy Beane’s “Moneyball” philosophy has been adopted by organizations of all sizes, across all industries, as a way to more effectively, efficiently, and profitably manage their assets, talent, and resources.

  • HUB Event

Monday, April 16, 2018

  • Registration

  • Breakfast,

    Networking Opportunities

  • Opening General Session: Moneyball - The Ultimate Industry Disruption


    Speaker(s)

    Billy Beane , Oakland A's General Manager and the subject of "Moneyball"

    Brian F. Stoffers, CMB , MBA Vice Chairman and President, Debt & Structured Finance , CBRE Capital Markets

    General Session,

    CREF Track

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    "Anybody who’s not tearing down their team right now and rebuilding it, using your model, they’re dinosaurs." John W. Henry, Owner, Boston Red Sox-Moneyball, Sony Pictures, 2011

    One of the most successful business disruptors of our time, Beane has helped shape the way modern businesses view and leverage big data and employ analytics for long-term success. His is the ultimate story of turning an industry on its head and succeeding – a disruption tale for the ages.

    Speaker(s)

    Billy Beane , Oakland A's General Manager and the subject of "Moneyball"

    Considered one of the most progressive and talented baseball executives in the game today, Billy Beane molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager following the 1997 season. He shattered traditional MLB beliefs that big payrolls equated wins by implementing a statistical methodology that led the Oakland A's, one of the worst teams in baseball with one of the lowest payrolls, to six American League West Division Titles. This strategic methodology has come to be known as the Moneyball philosophy, named for the bestselling book and Oscar nominated film chronicling Beane’s journey from General Manager to hero to celebrated management genius. Today, Billy Beane’s “Moneyball” philosophy has been adopted by organizations of all sizes, across all industries, as a way to more effectively, efficiently, and profitably manage their assets, talent, and resources.

    Brian F. Stoffers, CMB , MBA Vice Chairman and President, Debt & Structured Finance , CBRE Capital Markets

    Brian Stoffers, CMB, is Vice-Chairman 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.

     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.

  • HUB Event

  • Networking Opportunities,

    Refreshment Break

  • HUB Event

  • Breakout Session,

    CREF Track

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    When does technology lead the business, and when does the business lead technology?  Join this discussion of the challenges and opportunities that lie in the tension between the technology group and line-of-business, all with a focus on modernizing your firm.

  • Tech Showcase I


    Speaker(s)

    Rob Van Raaphorst , Associate Vice President Public Affairs , Mortgage Bankers Association

    General Session

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    The 2018 Annual Tech Showcase offers even more innovative products serving the specific technological needs of the residential mortgage industry!  Due to demand, this year’s Tech convention offers double the amount of quick, 6 minute demos on the large stage, followed by extended time in THE HUB to meet with participating companies.

    Speaker(s)

    Rob Van Raaphorst , Associate Vice President Public Affairs , Mortgage Bankers Association

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.

    Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.

    Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

  • Breakout Session,

    CREF Track

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    Learn about the latest tools and methods for unlocking the value of the data you already have.  Discussion includes business intelligence tools and approaches, data architecture, governance, management and best practices.

     

  • HUB Event,

    Lunch,

    Networking Opportunities,

    CREF Track

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    Experts look over the horizon at potential blockbuster technologies to get you thinking in new ways about how disruptive technologies might or might not affect commercial real estate finance.

     

  • HUB Event,

    Networking Opportunities,

    Refreshment Break

  • Breakout Session,

    CREF Track

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    How are Robotic Process Automation and Artificial Intelligence changing the line between human actions and judgement, and mechanization? Gain insight into the spectrum of automation, learn what’s here today and coming tomorrow and how it might change your business.

  • Tech Showcase IV


    Speaker(s)

    Rob Van Raaphorst , Associate Vice President Public Affairs , Mortgage Bankers Association

    Read more Read less

    Speaker(s)

    Rob Van Raaphorst , Associate Vice President Public Affairs , Mortgage Bankers Association

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.

    Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.

    Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

  • HUB Event,

    Networking Opportunities,

    Reception,

    CREF Track

Tuesday, April 17, 2018

  • Registration

  • Breakfast,

    Networking Opportunities

  • General Session: MBA’s Economic Outlook: Planning Ahead


    Speaker(s)

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President of Research , Mortgage Bankers Association

    Jamie Woodwell , Vice President, Research and Economics , Mortgage Bankers Association

    General Session,

    CREF Track

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    Understanding the economic and business environment is important in planning business and technology investments.  MBA’s Chief Economist Mike Fratantoni and Jamie Woodwell, Head of Commercial Research, offer their economic forecast and discuss the implications for those involved in making technology decisions.

    Speaker(s)

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President of Research , Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of the Mortgage Industry Standards Maintenance Organization (MISMO). He also serves on the CSP's Industry Advisory Group.

    Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae, and was responsible for assessing macroeconomic, regional, housing, and mortgage market trends, and providing technical expertise regarding credit pricing and mortgage policy issues.

    Fratantoni received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary. He has served as an adjunct professor at the University of Washington, and Johns Hopkins, George Washington, and Georgetown Universities and has published papers on housing and mortgage topics in leading economics and real estate finance journals.

    Jamie Woodwell , Vice President, Research and Economics , Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell joined MBA in 2004 from Fannie Mae's multifamily group, where he was responsible for multifamily data initiatives. He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

  • HUB Event

  • HUB Event,

    Networking Opportunities,

    Refreshment Break

  • HUB Event

  • Breakout Session

    Read more Read less

    This interactive session offers demonstrations from mortgage banking firms and 3rd party vendors of front- and back-end systems, software, hardware and other technologies of interest to technology professionals in the CREF space.

  • Read more Read less

    This interactive session offers demonstrations from mortgage banking firms and 3rd party vendors of front- and back-end systems, software, hardware and other technologies of interest to technology professionals in the CREF space.

  • HUB Event,

    Lunch,

    Networking Opportunities,

    CREF Track

  • Breakout Session,

    CREF Track

  • HUB Event,

    Networking Opportunities,

    Refreshment Break

  • Breakout Session,

    CREF Track

  • Women's Networking Event: Define Yourself! Crafting a Powerful Personal Brand


    Speaker(s)

    Marny L. Lifshen , Speaker, Marketing, Communications Consultant and Author Award-winning Book , Some Assembly Required: A Networking Guide for Women

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    The concept of personal brands has been a mainstay in the professional community for 20 years, but few people truly understand what personal brands are, why they are important, or how to evaluate and elevate their own brand. Marny provides a clear guide to managing personal brands in an impactful way, including specific steps for identifying small, simple and consistent strategies to change the way people are perceived by influencers – all the way to the c-suite.

    In her engaging, entertaining presentation "Define Yourself! Crafting a Powerful Personal Brand" Marny helps participants to:
    • understand what personal brands actually are and why they are an important component of your career plan
    • learn how your personal brand is directly affecting your career
    • determine what your brand currently is and how to enhance it with small changes
    • elevate your personal appearance and communication skills
    • follow an achievable fivestep plan to take control of your brand

    Brought to you by Mpower

    Schedule:

    4:30 PM Networking Reception

    5:00 PM Keynote Presentation

    6:00 PM Meet the Speaker and Book Signing 

    Speaker(s)

    Marny L. Lifshen , Speaker, Marketing, Communications Consultant and Author Award-winning Book , Some Assembly Required: A Networking Guide for Women

    Marny L. Lifshen is an author, speaker and marketing communications consultant with more than 25 years of experience. She works with businesses and executives to develop brand awareness and credibility with key audiences, and to establish relationships with key influencers. Marny is the author of the award-winning Some Assembly Required: A Networking Guide for Women. The Second Edition was released in 2015. In 2009, Marny was named a winner of the Profiles in Power and Women of Influence Awards hosted by the Austin Business Journal. She is a nationally recognized expert on strategic networking, communication and personal branding. She is a seasoned keynote speaker and workshop leader for corporate, association and university clients across the country. Marny customizes the content and format of each program to address the specific goals of her clients.

Wednesday, April 18, 2018

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