State and Local Workshop 2016

Schedule

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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 11, 2016

  • Registration

    Location: South American Foyer

  • Breakfast

    Location: South American

  • Welcome Remarks from MBA President and CEO, David H. Stevens, CMB

    Location: South American


    Speaker(s)

    David H. Stevens, CMB, President & CEO, Mortgage Bankers Association

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    DAVID H. STEVENS is President and Chief Executive Officer of the Mortgage Bankers Association (MBA). Prior to assuming this position, he served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD).  Stevens has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Stevens was President and COO of the Long and Foster Companies. He is known inside the Beltway as a key housing influential, serving as an industry authority on major mortgage finance legislative and regulatory issues. He is often quoted in the national media and regularly appears in trade media on issues affecting the mortgage and housing markets.

    Speaker(s)

    David H. Stevens, CMB, President & CEO, Mortgage Bankers Association

    David H. Stevens is President and Chief Executive Officer of the Mortgage Bankers Association (MBA). Prior to assuming this position, he served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD).  Stevens has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Stevens was President and COO of the Long and Foster Companies. He is known inside the Beltway as a key housing influential, serving as an industry authority on major mortgage finance legislative and regulatory issues. He is often quoted in the national media and regularly appears in trade media on issues affecting the mortgage and housing markets.

  • Group Introductions and Opening Comments from MBA Associate Vice President of State Government Affairs and Industry Relations, William Kooper

    Location: South American


    Speaker(s)

    William Kooper, MPA, Associate Vice President of State Government Affairs and Industry Relations, Mortgage Bankers Association

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    Speaker(s)

    William Kooper, MPA, Associate Vice President of State Government Affairs and Industry Relations, Mortgage Bankers Association

    William Kooper is Associate Vice President of State Government Affairs and Industry Relations at the Mortgage Bankers Association and in that capacity leads MBA’s advocacy efforts at the state and local level as well as MBA’s engagement with mortgage banking associations across the country. William leads MBA’s State Relations Initiative and staffs its State Relations Committee; MBA’s program to partner with state associations to align business development, communications and advocacy interests. William joined MBA in January 2001 as Director of Government Affairs, and has had a variety of roles assisting MBA members. Before leading the state program, he was Associate Vice President of Legislative and Political Affairs where he directed MBA’s nationwide grassroots advocacy program, the Mortgage Action Alliance, Inc. and the planning and execution of MBA’s National Advocacy Conference. He also served as staff to MBA’s political action committee, MORPAC. Prior to joining MBA, William was appointed by President Bill Clinton as Special Assistant and Briefing Coordinator to U.S. Department of Housing and Urban Development Secretary Andrew Cuomo. At HUD, William prepared the Secretary’s daily event briefings, wrote the Secretary’s weekly report to the President and also made contributions to Presidential and Vice Presidential briefing documents.  William’s other positions in and out of government have included Manager of Government Relations at HIP Health Plans in New York City, Senior Legislative Associate to the New York State Assembly Committee on Health, Research Analyst for the New York State Assembly’s Council on Health Care Financing, and Confidential Assistant to New York Governor Mario Cuomo. William was born in New York City and raised in Newtown, Connecticut. He received his MPA with a concentration in management from New York University in 1991 and his BA in International Affairs from Trinity University in 1986. William also studied at the University of East Anglia in the United Kingdom and attended the Chase Collegiate School in Waterbury, CT.

  • Demystifying the Millennial Generation

    Location: South American


    Speaker(s)

    Steven Richman, Leader of Customer Solutions Integration, Genworth Mortgage Insurance

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    You can’t open an industry newsletter without reading about the potential impact millennials are about to have on the market. But, is that true? If so, how can state associations help their members better connect with this generation? This session will cover a basic analysis of the Millennial Generation and move on to provide practical advice to state leaders for engaging young professionals in association activities.

    Speaker(s)

    Steven Richman, Leader of Customer Solutions Integration, Genworth Mortgage Insurance

    Steven Richman is a national speaker who has energized, taught and motivated mortgage and real estate professionals in every state in the U.S. After years of success as a litigation attorney, Steve entered the mortgage and real estate profession. He has been a loan officer, account executive and manager of a mortgage operation.  Steve taught in the MBA program at the Sellinger Business School and has been a guest lecturer for the Columbia University Business School's MBA program. He is a Master Certified Sales Negotiation Trainer and a Certified Trainer in DiSC Behavioral Profiling.  He graduated from University of Maryland and the National Law Center at George Washington University.

  • Refreshment Break

    Location: South American Foyer

  • Addressing Data Security Impact to Your Members

    Location: South American


    Speaker(s)

    Richard Hill, Vice President of Industry Technology, Mortgage Bankers Association

    James Shreve, Attorney, BuckleySandler, LLP

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    State and local associations need practical guidance on how to manage the maze of data security challenges facing their members (and themselves).  This session will discuss the evolving threat environment, regulator expectations, and the resources available to help your members manage their security.

    Speaker(s)

    Richard Hill, Vice President of Industry Technology, Mortgage Bankers Association

    Richard Hill serves as Vice President of Industry Technology at the Mortgage Bankers Association (MBA).  In this role, he is responsible for providing leadership to MBA and its membership relating to operational and technology topics faced by the industry, including through the Mortgage Industry Standards Maintenance Organization (MISMO), which he oversees.  He is also responsible for developing the content for MBA's Technology Conference and leading all of MBA's technology forums and working groups - both residential and commercial/multifamily - as well as managing technology related content for MBA Education. Prior to joining MBA in 2010, Hill was the Director of Data Strategy at Fannie Mae where he was responsible for data standards and best practices, data management including the company's data warehouse, and managing the relationship with regulatory agencies relating to information requirements.  Before his time at Fannie Mae, Hill was a senior auditor with Deloitte & Touche.  Before being promoted, Rick was MBA's Associate Vice President of Industry Technology. He holds a BBA in Accounting from the College of William and Mary and is also a Certified Public Accountant.

    James Shreve, Attorney, BuckleySandler, LLP

    James Shreve is counsel with BuckleySandler LLP, where his practice focuses on privacy, data security and cyber risk issues. He is a trusted advisor to companies addressing complex issues involving confidential information and the systems where such information is stored and transmitted. A thought leader in cybersecurity and privacy law, Jim is adept at navigating pressing business concerns and applying the law to new and evolving technology. Jim is also a prolific speaker, presenting on topics ranging from addressing security breaches, to mobile payments systems and vendor oversight, to drone privacy.  He is listed as an associate to watch in the Chambers USA 2015 Privacy & Data Security guide and Chambers Global 2016 Privacy & Data Security guide and is noted by the Legal 500 as an “excellent financial services privacy counsel member.”

     

  • Best Practices for State Association Newsletters and other Key Association Communications

    Location: South American


    Speaker(s)

    Laura B. Poindexter, President, Queenb Creative, LLC

    Jamie Powers, Communications Specialist, Texas Mortgage Bankers Association

    Dustin Hobbs, Communications Director, California Mortgage Bankers Association

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    Communicating effectively can lead to greater member engagement with your organization. This panel would be a basic How-To for some, and a refresher course for others, in how to use develop and deliver concise and timely messages to members. In particular, focus would be given to how to harness advocacy in those communications: in terms of issue threat alerts; member engagement in advocacy; issue updates and solutions/successes. This session will also include a discussion of MBA’s new free State Collaboration Forum: the free and easy way to keep the Workshop’s valuable and insightful conversation among state leaders going throughout the year.

    Speaker(s)

    Laura B. Poindexter, President, Queenb Creative, LLC

    Laura Poindexter is a renowned thought leader, guiding clients through the changing electronic marketing and social media environment. Her public seminars have helped thousands of business owners and nonprofit marketers learn and employ affordable marketing solutions. Since 2000, her company, Queenb Creative, has managed clients’ online presence and maximized their social media and electronic marketing to positively impact their bottom line and enhance audience engagement. She is a Constant Contact Authorized Local Expert and has been awarded Constant Contact's All Star Marketing award for excellence in email marketing. You can follow her @laurabcreative.

    Jamie Powers, Communications Specialist, Texas Mortgage Bankers Association

    Jamie Powers has worked in the nonprofit sector for over 24 years in a variety of roles including advocacy, membership, event planning, database administration, and communications. She joined the Texas Mortgage Bankers Association in 2007, a few months before her first stint with motherhood. While learning to master both her new positions, she was able to continuing her professional growth in the nonprofit communications arena. The sheer variety of methods nonprofit organizations can use to communicate their messages to members and public continues to interest her, along with the evolution and advancement of important communications technologies. With each year, Jamie is able to add yet another communication tool to her arsenal – the latest being an association mobile app to assist in promoting TMBA’s events, programs, and strategic initiatives to internal and external target audiences.

    Dustin Hobbs, Communications Director, California Mortgage Bankers Association

    Dustin Hobbs has been the Communications Director for the California Mortgage Bankers Association since 2004.  He is responsible for all internal and external communications, including media relations/response, marketing, member engagement, publications, and more.  Prior to that, Dustin worked in the California Legislature and on various local, statewide, and nationally-targeted political campaigns.  He graduated magna cum laude from California Baptist University in 2003 with degrees in political science and journalism, and received his MBA from California State University, Sacramento.  A Northern California native, he resides in the Sacramento area with his wife and three children.

  • Networking Lunch

    Location: South American

  • State Political Action Committee 101 and Engagement with MAA and MORPAC

    Location: South American


    Speaker(s)

    Annie Gawkowski, Director of Political Affairs, Mortgage Bankers Association

    Lawrence Young, Vice President of PAC Programs, SevenTwenty Strategies

    Marianne Collins, Executive Director & Chief Operating Officer, Ohio Mortgage Bankers Association, Inc.

    Meghan Sullivan, Associate Vice President of Legislative Affairs, Mortgage Bankers Association

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    Industry Political Action Committees help elect officials who support the real estate finance industry’s policy goals. State PACs and federal PACs are two separate and distinct bodies held to different rules and regulations, but the foundation of establishing, operating and growing any PAC is the same. This session will focus on best practices in PAC operations and also walk through engagement opportunities state associations can offer their members to become engaged in MBA’s federal PAC, MORPAC, and grassroots program, the Mortgage Action Alliance.

    Speaker(s)

    Annie Gawkowski, Director of Political Affairs, Mortgage Bankers Association

    Annie Gawkowski currently serves as the Director of Political Affairs for the Mortgage Bankers Association. In this role, Annie maintains the lead responsibility for the association's political action committee MORPAC, and the growth and development of the association's grassroots lobbying initiative, the Mortgage Action Alliance. Prior to her time at the Mortgage Bankers Association, Annie was the National Political Assistant for AMERIPAC - the leadership committee of Democratic Whip, Steny H. Hoyer. Previously, Annie served as Finance Director for Virginia State Senator Chap Petersen's successful 2011 re-election, and was a political fundraising consultant for a number of House and Senate campaigns. A native of Muskegon, MI, Annie attended Albion College and obtained a masters degree from American University shortly thereafter.

    Lawrence Young, Vice President of PAC Programs, SevenTwenty Strategies

    Lawrence Young is a political and fundraising professional based in Washington, D.C. who has extensive experience helping PACs, trade associations, political candidates and nonprofits. Young joined SevenTwenty Strategies in 2014 as the Vice President of PAC Programs, working with corporate and trade association clients to strategize, design and implement all elements of their employee and member PAC programs.

    Marianne Collins, Executive Director & Chief Operating Officer, Ohio Mortgage Bankers Association, Inc.

    Marianne Collins is the Executive Director and Chief Operating Officer for the Ohio Mortgage Bankers Association and the New York Mortgage Bankers Associations. Marianne spent 35 years in the mortgage banking industry, her last position as Senior Vice President of Mortgage Lending for a Columbus, Ohio area community bank. Prior to that, she was a partner in a regional mortgage banking company with 15 braches in 3 states. She is past president of both the Columbus and Ohio Mortgage Bankers Associations, a former member of the MBA’s Board of Directors and Board of Governors, and a former member of the Fannie Mae National Advisory Council. Marianne is a former MORPAC chairman, the first to reach the million dollar goal, more than doubling the PAC’s size. Marianne is a winner of the MBA’s Burton C. Wood Legislative Service Award, a 2-time winner of the MBA’s Schmacher-Buldoc Award, and Mortgage Banking Magazine named her one of “20 Leading Industry Women” in the 2013 Centennial Issue.

    Meghan Sullivan, Associate Vice President of Legislative Affairs, Mortgage Bankers Association

    Meghan Sullivan, Associate Vice President of Legislative Affairs. MBA’s lobbyist focusing primarily on Republican members of the U.S. Senate, has served in several positions at MBA, including Director of Legislative Affairs, Director of State Government Affairs, Assistant Director of State Government Affairs and Government Affairs Associate.  In addition to her time at MBA, Ms. Sullivan has also worked at the Association of Global Automakers and the office of Senator John E. Sununu. Ms. Sullivan has a B.A. degree from Georgetown University.

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