Diversity Summit 2016

Schedule

Error rendering content unit:*[@Name='SiteSearchRefine']

Sequence contains no elements

Schedule subject to change.

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

16 results
PDF Agenda Editable Agenda

Wednesday, November 16, 2016

  • Registration

    Location: South American Foyer

    Registration

  • Opening Reception with Featured Speaker

    Location: South American B


    Speaker(s)

    Congresswoman Joyce Beatty 3rd Congressional District of Ohio, U.S. House of Representatives

    Reception

    Read more Read less

    Make new connections and network with summit attendees — CEOs, senior business executives, diversity and inclusion practitioners and summit sponsors.  Arrive by 5:30 to hear from guest speaker, Congresswoman Joyce Beatty.

    Speaker(s)

    Congresswoman Joyce Beatty 3rd Congressional District of Ohio, U.S. House of Representatives

    Congresswoman Joyce Beatty is serving her second term representing the 3rd Congressional District of Ohio that is wholly contained within Franklin County and represents 29 municipalities including Columbus, Bexley, Whitehall, Reynoldsburg and Gahanna.

    As Member of the U.S. House of Representatives, Congresswoman Beatty serves on the powerful Committee on Financial Services and is member of two subcommittees: Housing and Insurance as well as Oversight and Investigations. The Committee on Financial Services oversees all components of the nation’s housing and financial services sectors including banking, insurance, real estate, public and assisted housing, and securities.

    With her position on the Financial Services Committee, Congresswoman Beatty continues to be a proven leader in increasing home mortgage financial literacy, ensuring financial oversight, and expanding affordable housing opportunities. She has also been successful in increasing access to credit to consumers and leveling the playing field. In 2014, Rep. Beatty brought then-Department of Housing and Urban Development Secretary Donavan to the District to announce a $300 million project to revitalize the Near East Side, led by $30 million in federal funds.

    In December 2014, Rep. Beatty was pivotal in securing nearly $4 million in federal funds to address Columbus’ infant mortality rate, which is one of the highest in the country. Reducing infant mortality is a top priority for Beatty, and her office aggressively joined the efforts to secure funding for the Healthy Start program. The initiative will expand and improve the system of care for mothers and babies by creating a community model of collaboration and coordination of services among material child health care providers in central Ohio.

    A long-time advocate in eradicating human trafficking, bipartisan legislation introduced by Rep. Beatty to combat child sex trafficking unanimously passed the U.S. House of Representatives in 2014 and 2015, and was signed into law as part of a larger measure, the Justice for Victims of Trafficking Act, P.L. 114-22, by President Obama on May 29, 2015. Rep. Beatty’s legislation reduces the instances and impacts of child sex trafficking by de-criminalizing the behavior of child sex trafficking victims and making it easier for people to report potential instances. Rep. Beatty encourages the public to embrace the philosophy of “if you see something, say something.

    Prior to her service in the U.S. House of Representatives, in 1999, Rep. Beatty was selected to serve in the 27th House District of the Ohio House of Representatives. She went on to serve 5 terms in the Ohio General Assembly. During her tenure, she rose to become the first female Democratic House Leader in Ohio’s history and was instrumental in passing legislation that improved the climate for economic development in the state.

Thursday, November 17, 2016

  • Registration

    Location: Presidential Foyer

    Registration

  • Continental Breakfast

    Location: Presidential Foyer

    Breakfast

  • Welcome and Opening Remarks

    Location: Presidential Ballroom


    Speaker(s)

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    Jane Hyun, Co-Author, Flex: The New Playbook for Managing Across Differences

    D. Steve Boland, Managing Director, Consumer Lending Executive, Bank of America

    Marcia Davies, Chief Operating Officer, Mortgage Bankers Association

    General Session

    Read more Read less

    Our informative and inspirational speaker Jane Hyun, co-author of Flex: The New Playbook for Managing Across Difference, will bring to life the business case for diversity and the bottom-line results attained through successful inclusion programs. The session also features welcome remarks by MBA’s 2017 Chairman-Elect and the 2017 Chairman of MBA’s Diversity & Inclusion Committee, David Motley, CMB.

    Speaker(s)

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    David Motley, Vice-Chairman of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage.  Colonial Savings, a federally chartered thrift institution headquartered in Fort Worth, Texas, maintains a network of eight depository branches and 18 loan production offices, and now services more than $23.8 billion in residential home mortgages. With more than 35 years in the banking and mortgage finance sector, David oversees the management of consumer/commercial banking; consumer direct, retail and credit union mortgage channels; as well as human resources, legal and marketing functions.

    David has been an active member of MBA for more than two decades. He has served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair. David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards. Dedicated to grassroots advocacy, David has been an active member of the Texas MBA (TMBA) since 1995. With the TMBA, he has served on numerous committees including Government Relations, Convention, TMBPAC, Legislative, and Young Mortgage Bankers. He served on the Board of Directors from 1999-2005.

    Jane Hyun, Co-Author, Flex: The New Playbook for Managing Across Differences

    Jane Hyun helps organizations leverage the power of diversity to drive innovation and growth Diversity requires leaders who can tap into its potential and Hyun shares how to get the most out of people with diverse backgrounds, looking at concepts like direct versus indirect communication, generational diversity, how we see (and interact with) power, and cultural differences. She looks at why leaders need to adjust their leadership style for inclusion purposes, how to best manage diverse groups of people, and the problems that arise if you don’t manage diversity.

    D. Steve Boland, Managing Director, Consumer Lending Executive, Bank of America

    D. Steve Boland is the Consumer Lending Executive for Bank of America, one of the world’s leading financial services companies, responsible for Global Wealth & Investment Management Real Estate, Home Loans and Consumer Vehicle Lending representing $100B in annual originations and $250B Consumer Balance Sheet.  Each business is focused on delivering a distinctive yet consistent client experience through competitive product offerings, quality loan production, and operational excellence based on a client’s unique attributes and relationship with us.  Consumer Vehicle Lending provides financing and a full range of banking services both directly to consumers and through dealers in the automobile and recreational vehicle industries across the United States. Bank of America is one of the largest bank providers of retail financing to more than 7,700 dealers in the U.S.  Boland previously served as the Home Loans Fulfillment and Underwriting executive, where he led his teams to achieve new and significant heights in operational excellence, client satisfaction as well as organizational effectiveness and efficiency.  As National Mortgage Outreach executive, he directed the bank’s efforts to establish a greater presence in the community and increase face-to-face interactions between homeowners in need of mortgage assistance and bank representatives during a critical time in the financial crisis.  Boland has also served as head of Global Wealth and Investment Management (GWIM) Mortgage Solutions Group, accountable for mortgage strategy, product development, pricing, risk management as well as end-to-end product delivery and servicing for Bank of America’s affluent clients. He also fostered and strengthened critical partnerships across GWIM, U.S. Trust, Merrill Lynch and Bank of America Home Loans.  His financial services career began in 1990 in Florida at NCNB, a predecessor of Bank of America.  Boland currently represents Bank of America as a member of the Mortgage Bankers Association Board of Directors and Residential Board of Governors. He has served on the boards of numerous housing-related nonprofit organizations, as well as on the Board of Trustees of The Chandler School in Pasadena, CA.

    Marcia Davies, Chief Operating Officer, Mortgage Bankers Association

    Marcia Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA).  As COO, Marcia is responsible for ensuring cross organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of key organizational priorities. She is also the lead strategist for MBA's external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Information Technology and Office Services divisions. She also provides management oversight to and is a Board member of MBA's Opens Doors Foundation.  Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy.  Marcia leads MBA's networking platform for women in the real estate-finance industry, mPower - MBA Promoting Opportunities for Women to Extend their Reach. Marcia is a member of Women in Housing Finance and the International Women's Leadership Association. In 2015, she was honored by HousingWire as one of its 2015 Women of Influence.

  • Refreshment Break

    Location: Presidential Foyer

    Refreshment Break

  • Building a Corporate Diversity and Inclusion Program

    Location: Federal A/B


    Speaker(s)

    Maria Zywiciel, President, NAHREP Consulting Services, The National Association of Hispanic Real Estate Professionals

    Antoine M. Thompson, Executive Director, National Association of Real Estate Brokers (NAREB)

    Kris Benson, Vice President, Human Resources, Envoy Mortgage

    Dwight Robinson, Senior Vice President, Human Resources, Diversity & Inclusion and Chief Diversity Officer, Freddie Mac

    Desiree Patno, Chief Executive Officer and President, National Association of Women in Real Estate Businesses (NAWRB)

    Concurrent Session

    Read more Read less

    In this “how–to” session for companies developing a formal diversity and inclusion program, learn about the critical elements for success, including establishing corporate buy-in, incorporating supplier diversity, supporting retention practices and developing metrics.

    Speaker(s)

    Maria Zywiciel, President, NAHREP Consulting Services, The National Association of Hispanic Real Estate Professionals

    Luz Maria (Maria) Zywiciel is President of NAHREP Consulting Services (NCS), a marketing consulting firm specializing in the Hispanic segment and housing industry. Prior to joining NCS Maria held senior management roles at Citibank, most recently as National Director of Strategic Markets. In this role, she led a team responsible for Diverse Markets, Community Reinvestment (CRA) and Fair Lending efforts for over 1200 bank branches nationally. With over twenty years of financial industry experience, she has a broad knowledge of the financial industry while serving large institutions such as Citi, Prudential/Wachovia, and Edward Jones. Her expertise in how cultural nuances factor into buying decisions and consumer behaviors has been a critical factor to successful strategies for financial service companies reaching diverse markets. Her bilingual and bicultural background has contributed to success in both the Anglo and Hispanic markets and in understanding the needs of underserved populations.  Maria is a regular contributor to industry publications, including monthly columns in RISMedia. In 2014, Maria was featured in Hispanic Executive Magazine for her work with Community Reinvestment, and in 2012 she was featured in MReport Magazine (a mortgage trade publication) as a leading mortgage professional in her field. In 2006 was awarded the “40 under 40”, a recognition by the St. Louis Business Journal and was named commissioner to the Missouri Governor's Advisory Council of Hispanic Affairs in 2004. She is also past Executive Director of The Hispanic Chamber of Commerce, board member of The Hispanic Alliance of Career Enhancement (HACE); past National Chairwoman for the Corporate Board of Governors for The National Association of Hispanic Real Estate Professionals (NAHREP). 

    Antoine M. Thompson, Executive Director, National Association of Real Estate Brokers (NAREB)

    Antoine Maurice Thompson in April 2015 became the Executive Director of the National Association of Real Estate Brokers (NAREB). A staunch advocate for the people and small business, Antoine began his career in public service as a Legislative Assistant for the Buffalo Common Council Central Staff. Antoine served as one of the New York State Senator representing Buffalo for four years with a focus on housing, jobs, minority business and the environment.

    Kris Benson, Vice President, Human Resources, Envoy Mortgage

    Kris Benson is Vice President of Human Resources at Envoy Mortgage and has an extensive background with Management, Payroll and Human Resources. In Kris position she is responsible for the development of all HR policies/programs for Envoy to include: organizational planning & development, employment, training, employee relations, compensation and benefits; developing and maintaining the Diversity & Inclusion website, Mission, Vision & Values, Policies, and the Strategic Plan of implementation; partners with senior management on HR issues; manages reward, recognition & compensation programs; implementing and monitoring initiatives which include hiring of millennials and veterans.

    Kris executed the Diversity & Inclusion initiative and ultimately was appointed the Chairman of the Operating Council in 2015. This Council created the road map for Envoy’s Diversity and Inclusion initiative and will continue to create programs, communication and be a leader in the community.

    Dwight Robinson, Senior Vice President, Human Resources, Diversity & Inclusion and Chief Diversity Officer, Freddie Mac

    Dwight P. Robinson currently serves as Senior Vice President, Corporate Relations & Housing Outreach. He is responsible for engaging strategic partners and developing and executing initiatives to achieve corporate policy, business and reputation goals. Prior to joining Freddie Mac in 1998, Robinson was Deputy Secretary of the Department of Housing and Urban Development (HUD), functioning as COO and handling the agency's day-to-day operations. Before assuming the Deputy Secretary position at HUD, Robinson was President of Ginnie Mae, a wholly-owned government association that serves low-to moderate-income homebuyers. Robinson has a long career in the housing industry including serving as Deputy Executive Director of Michigan State Housing Development Authority (MSHDA).

    Desiree Patno, Chief Executive Officer and President, National Association of Women in Real Estate Businesses (NAWRB)

    Desiree Patno is the CEO and President of the National Association of Women in Real Estate Businesses (NAWRB) and Desirée Patno Enterprises, Inc. (DPE). With over 25 years in real estate and championing gender equality, she brings insider knowledge to NAWRB’s mission of advancing women and women-owned businesses in the housing ecosystem.  As Vice Chairwoman of NAWRB’s Diversity & Inclusion Leadership Council she oversees the accountability of increased utilization of women-owned and small businesses and women inclusion at all levels. Since 2010, NAWRB has brought the awareness of the diverse opportunities provided by the Office(s) of Minority and Women Inclusion (OMWI) established by Section 342 of the Dodd-Frank Wall Street Reform and Consumer Protection Act.  Desiree resides on the Women Impacting Public Policy (WIPP) Leadership Advisory Council and Enterprising Women Advisory Board. In 2012, she won the prestigious Enterprising Women of the Year and HousingWire’s Women of Influence awards, receiving the HousingWire award again in 2016. Recently, she was selected the Small Business Administration's (SBA) Women in Business Champion of the Year and NAWRB is honored to be listed as a Women’s Entrepreneurship Partner for the SBA.

  • What are Bank Regulators Saying about Diversity? (Closed to Media)

    Location: South American B


    Speaker(s)

    Sharron Levine, Director, Office of Minority & Women Inclusion, Federal Housing Finance Agency

    Joyce B. Cofield, Executive Director, Office of Minority and Women Inclusion, Office of the Comptroller of the Currency

    Keesha N. Warmsby, Associate, BakerHostetler, LLP

    Stuart Ishimaru, Director, Office of Minority and Women Inclusion and Office of Equity Opportunity and Fairness, Consumer Financial Protection Bureau (CFPB)

    Concurrent Session

    Read more Read less

    Find out how regulators view diversity and inclusion today and what they project they’ll see in the industry’s future. Hear how they view their roles in encouraging diversity and inclusion efforts in the entities they regulate.

    Speaker(s)

    Sharron Levine, Director, Office of Minority & Women Inclusion, Federal Housing Finance Agency

    Sharron P. A. Levine has been with the Federal Housing Finance Agency since June 2012, and has held positions as Senior Examiner and Associate General Counsel before being appointed Director of the agency's Office of Minority and Women Inclusion (OMWI) in October 2014.  Before going to FHFA, Sharron worked at Fannie Mae for more than 11 years in the General Counsel’s office as Vice President and Deputy General Counsel. She managed the team of attorneys and paralegals supporting the Multifamily (MF) Housing Division debt and equity production and asset management businesses, and MF operations, among other areas. Prior to Fannie Mae, she practiced real estate and real estate finance law in a combination of large multi-national law firms and corporations involved in diverse sectors of the real estate and finance industries.

    Joyce B. Cofield, Executive Director, Office of Minority and Women Inclusion, Office of the Comptroller of the Currency

    Joyce Cofield is the Executive Director for the Office of Minority and Women Inclusion at the Office of the Comptroller of Currency (OCC).  In this role, Ms. Cofield provides executive direction, set policies, and oversees all agency matters relating to diversity in management, employment, and business activities. She reports directly to the Comptroller of the Currency. The OCC established this position to comply with Section 342 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. She assumed this position in December 2010.  Since joining the OCC in 2001, Ms. Cofield has served in a variety of leadership roles within human capital, recruitment, and diversity management at the OCC.
    Prior to joining the agency, Ms. Cofield served in executive roles at the Polaroid Corporation as Senior Human Resources Administrator, Director of Diversity, and later as Staff Assistant to the chief executive officer, serving as that senior executive’s chief of staff.

    Keesha N. Warmsby, Associate, BakerHostetler, LLP

    Keesha Warmsby is an Associate at BakerHostetler, LLP.  Keesha focuses her practice on complex commercial litigation and regulatory compliance, primarily representing financial services companies. Working in an industry that is constantly in flux, Keesha places high value on thorough comprehension of her clients' needs and assists in navigation through the legal and regulatory environment in which her clients operate.

    Stuart Ishimaru, Director, Office of Minority and Women Inclusion and Office of Equity Opportunity and Fairness, Consumer Financial Protection Bureau (CFPB)

    Stuart Ishimaru is the Director of the Office of Minority and Women Inclusion and the Director of the Office of Equal Opportunity and Fairness at the Consumer Financial Protection Bureau. He previously was appointed by President Bush and confirmed by the Senate to serve as a Commissioner on the Equal Employment Opportunity Commission, 2003-12, and was designated by President Obama as Acting Chairman of the Commission, 2009-10. Mr. Ishimaru served as Deputy Assistant Attorney General and Counsel to the Assistant Attorney General in the Civil Rights Division of the Department of Justice, 1994-2001. He was appointed by President Clinton as the Acting Staff Director of the Commission on Civil Rights, 1993-94, and was also on the professional staffs of the Judiciary and Armed Services Committees of the House of Representatives, 1984-1993.

  • Lunch: Growing Homeownership

    Location: Presidential Ballroom


    Speaker(s)

    Franklin Codel, Executive Vice President, Head of Home Lending, Wells Fargo Home Mortgage

    Lunch

    Read more Read less

    Franklin Codel, EVP, Wells Fargo Home Mortgage, discusses ways the industry can make homeownership more accessible to those who work hard to achieve it.

    Speaker(s)

    Franklin Codel, Executive Vice President, Head of Home Lending, Wells Fargo Home Mortgage

    Franklin Codel serves as Executive Vice President and Head of Wells Fargo Home Lending at Wells Fargo Home Mortgage the nation’s leading combined mortgage and home equity lender and servicer, funding nearly one of every eight loans and servicing one of every six loans in the country.  Codel leads a team of 40,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and supporting functions. Codel joined Wells Fargo in 1993 and previously served as head of Mortgage Production (2011-2015) and as head of Mortgage Finance (2004-2011).  He currently represents Wells Fargo on the board of the Mortgage Bankers Association. He also serves on the boards of the Des Moines Community Foundation and the United Way of Central Iowa.

  • Fueling Your Diverse Talent Pipeline for the Future

    Location: Federal A/B


    Speaker(s)

    Yuvay Meyers Ferguson, Ph.D, Associate Professor, Marketing and Department Chair, Howard University School of Business

    Daniel Ngoyi, Director, Recruiting, Quicken Loans, Inc.

    Sharyn Torrisi-Cartwright, Vice President, Human Resources, Pulte Mortgage LLC

    Patti White, President, Military Direct Mortgage

    Leslie Branson, Senior Managing Director and Head of Human Resources, Berkeley Point Capital, LLC

    Stephanie Roemer, Director, Diversity and Inclusion, Freddie Mac

    Concurrent Session

    Read more Read less

    Learn successful strategies to build a pipeline of top talent for residential, commercial and multifamily business sectors. Experts share best practices in finding young talent through often missed “alternative talent pools” as well as more traditional college recruiting and internship programs.

    Speaker(s)

    Yuvay Meyers Ferguson, Ph.D, Associate Professor, Marketing and Department Chair, Howard University School of Business

    Dr. Yuvay Meyers Ferguson is an Associate Professor and the Department Chairperson in the Department of Marketing at Howard University’s School of Business. She teaches Marketing Communications, Consumer Behavior, and Brand Management at the University. Dr. Ferguson graduated with honors from Howard University with a Bachelors degree in International Business Marketing and then went on to American University to obtain a Masters Degree in Public Communications. Before returning to graduate school, she worked in advertising for a couple of years with clients such as the American Red Cross and BellSouth. Dr. Ferguson completed her Ph.D. in Advertising at the University of Texas at Austin. Her research interests focus on representation of Blacks and Millenials in advertising and their consumer behavior in the marketplace.

    Daniel Ngoyi, Director, Recruiting, Quicken Loans, Inc.

    Dan Ngoyi  joined Quicken Loans in February of 2013 and is a Director of Recruiting. In his role, he leads a team that works on identifying, interviewing and placing a diverse slate of candidates within Quicken Loans and the Family of Companies. Dan’s passion for diversity and inclusion stems from his unique cultural background and his lifelong mission to make an impact with others. Dan is also passionate about identifying talent from all walks of life and has attended conferences nationwide to help bring incredible talent to Detroit. As a member of the Quicken Loans Diversity and Inclusion Core Team, Dan focuses on strategic recruiting efforts within both college campuses and community organizations

    Sharyn Torrisi-Cartwright, Vice President, Human Resources, Pulte Mortgage LLC

    Sharyn Torrisi-Cartwright is the Vice President of Human Resources for Pulte Mortgage. She has been employed with Pulte for 12 years. In her role, she is responsible for leading her team supporting all aspects of HR and the business including talent acquisition, performance management, organizational planning and development, employee relations and compensation. Sharyn lead the process to create a core set of values “ Ignite the Spark” for Pulte Mortgage that inform all key people decisions Sharyn has launched Pulte Mortgage Diversity and Inclusion Governance committee with a focus on talent, communication, development and culture. Sharyn is passionate about Diversity and Inclusion and believes that everyone has a voice and differences are what create the true value in an organization. She is also a certified StrengthsFinder coach and is committed to driving success through the strengths within her organization.

    Patti White, President, Military Direct Mortgage

    Patti White recently shifted her efforts at Norcom Mortgage from Vice President of Correspondent Lending, to something she is personally passionate about; President of Norcom’s VA focused division - Military Direct Mortgage.  Pattie is an 8 year mortgage industry professional and a licensed Mortgage Loan Officer.  From a brand new call center location in Avon, CT, White leads a team of almost 20 VA loan specialists whose mission is to make active-duty military and Veterans aware of the VA loan benefits afforded to them by the VA.  She currently serves on the Membership Committee for the Mortgage Bankers Association, is a member of the Florida Association of Mortgage Professionals, and the Canton, CT Board of Education.  With a strong work ethic, desire to succeed, and a passion for positively impacting the lives of the Veterans her division serves, Patti continues to grow and guide her team in this market.

    Leslie Branson, Senior Managing Director and Head of Human Resources, Berkeley Point Capital, LLC

    Leslie Branson joined Berkeley Point Capital in April 2012 as an HR Vice President and has served as Senior Managing Director and Head of HR since February 2014. Leslie is responsible for the firm’s Human Capital Plan including talent development, employee relations, workforce planning, compensation, benefits, compliance, and HRIS. As a member of the senior leadership team, she serves as a strategic business partner who facilitates the alignment of the HR strategy with the business goals and strategic objectives of the firm. From 2005 to 2012, Leslie was a member of the HR Business Partner Team at Fannie Mae where throughout her tenure, she was viewed as a trusted advisor and she provided HR leadership and business partner support to various business units -- single-family, enterprise risk management, and operations & technology. Prior to that, Leslie worked at Baxter Healthcare from 1995 to 2005 where she progressively built upon her HR knowledge and experience through domestic and international assignments. Leslie began her career at Pepsi Cola in their Management Trainee program.

    Stephanie Roemer, Director, Diversity and Inclusion, Freddie Mac

    Stephanie Roemer is the Diversity Director at Freddie Mac.  Stephanie Roemer is a creative, strategic and innovative leader in Diversity & Inclusion at Freddie Mac. Stephanie advises decision-makers on diversity recruitment strategies, employee integration, and professional development initiatives. She has driven successful recruitment, inclusion, integration, and diversity education programs at Freddie Mac for over fifteen years.  Stephanie began her career at Burlington Industries, focusing on export planning, covering accounts in South America, Europe, and Asia. She joined Freddie Mac in 2000 as a Lead Logistics Specialist and steadily progressed to new opportunities. In 2005, she was hired to develop and manage the Technology College Program, an evolving role that resulted in a move to HR to manage the college and intern program, recruiting, diverse sourcing, and diversity and inclusion programs.  Stephanie is an accomplished speaker, trainer, facilitator, mentor, and coach. She is an active diversity leader who has delivered several speeches and keynote presentations on myriad topics at key industry conference such as The Association for Talent Development, Society Human Resources the Management-Diversity Conference, American Mortgage Diversity Council, and National Association of Women MBAs. She currently sits on advisory boards with the Hispanic Scholarship Fund and the Women’s Institute for Leadership. Internal to Freddie Mac, Stephanie facilitates on numerous topics and courses. She is also passionate about leadership development and is an engaged mentor and coach.

  • Tackling Uncomfortable Conversations in the Workplace (Closed to Media)

    Location: South American B


    Speaker(s)

    Tujuanna Williams, Vice President and Chief Diversity & Inclusion Officer, Fannie Mae

    Seshagiri (Sesha) Dhanyamraju, Chief Executive Officer and Managing Partner, Digital Risk, LLC

    Virginia Essandoh, Chief Diversity Officer, Ballard Spahr LLP

    Elizabeth Kohm, Deputy Executive Director, PFLAG

    Concurrent Session

    Read more Read less

    Hidden bias is part of being human — the challenge is addressing it in a business environment. Develop the skills to have “uncomfortable conversations” and to counter unconscious bias and political correctness in your workforce. Learn how to manage the fallout when an uncomfortable situation occurs. Topics include combating the perception of “special treatment” for certain groups and ensuring accountability throughout your leadership team.

    Speaker(s)

    Tujuanna Williams, Vice President and Chief Diversity & Inclusion Officer, Fannie Mae

    Tujuanna B. Williams is the Vice President and Chief Diversity and Inclusion Officer at Fannie Mae. Williams is responsible for leading the development, implementation, management, and evaluation of Fannie Mae’s corporate diversity and inclusion strategy, policies, and programs. Having completed almost two years at Fannie Mae she has been instrumental in driving culture change through the organization using tools that access the cultural competence of the company and implementing coaching plans to address gaps.  Before joining Fannie Mae, Williams was co-founder and managing partner of New Season Coaching and Consulting Group, LLC, a management consulting and executive coaching firm. Prior to that, Williams was Vice President and Chief Diversity Officer for Freddie Mac. Her previous positions include Director – Diversity and Recruiting Strategies, Verizon Business; Director – Workplace Diversity, MCI; and Director – Diversity and Work Life Programs, US Airways Group.  Tujuanna has been recognized for her work by Black Enterprise Magazine, DiversityInc. Magazine, Working Mother Magazine, and Profiles in Diversity Journal.

    Seshagiri (Sesha) Dhanyamraju, Chief Executive Officer and Managing Partner, Digital Risk, LLC

    Seshagiri (Sesha) Dhanyamraju is the Chief Executive Officer & Managing Partner of Digital Risk, LLC, a leading risk, compliance and technology services company that offers differentiated solutions to the mortgage, consumer lending and other regulated industries. In this role, he provides overall executive leadership and is responsible for driving company growth, strategy execution, and operating performance.  With over 25 years of diverse global experience in a wide variety of leadership roles, Sesha has served as a Board Member of units, Chief Strategy Officer, Chief Marketing & M&A Officer, and Technical leader. He holds an extensive background in running business and functions, creating strategy and leading strategy execution, coaching leaders, and casting the right shadow.

    Virginia Essandoh, Chief Diversity Officer, Ballard Spahr LLP

    Virginia G. Essandoh serves as Ballard Spahr's Chief Diversity Officer. As a senior firm administrator who sits on the firmwide Management Committee, she is responsible for overseeing, implementing, and providing strategic leadership to diversity initiatives.  Working closely with the Diversity and Inclusion Council, Ms. Essandoh advises firm constituencies on best practices for ensuring diversity among lawyers and staff. This ranges from high-level development of diversity-related recruitment, retention, and advancement strategies to tactical implementation and execution of such strategies for lawyers at all levels. She serves as the public voice and liaison for Ballard Spahr's diversity-related efforts and is a national speaker and author of articles related to diversity and inclusion. Under her leadership, Ballard Spahr is recognized as a leader in diversity and inclusion.

    Elizabeth Kohm, Deputy Executive Director, PFLAG

    Elizabeth Kohm is the Deputy Executive Director of PFLAG. In her role, Beth manages support of the PFLAG chapter network through the field and policy operations as well as oversees development and communications. During her time at PFLAG, she has also directed the Care with Pride partnership with the Johnson & Johnson Family of Companies, a first of its kind marketing and awareness campaign and coordinated the amicus brief submissions on marriage equality to the Circuit Court of Appeals as well as the Supreme Court.

    When she joined PFLAG in 2011, she brought more than twenty years’ experience as a senior manager in different nonprofit organizations and also managed the charitable programs for Cisco Learning Institute. Prior to her tenure working in corporate social responsibility and nonprofit management, she worked for the New York State Assembly. Beyond her personal passion for the PFLAG mission, Beth’s years working for an addiction treatment organization gives her a keen understanding of the devastating impact that the lack of sexuality acceptance can have for individuals and their families. Beth has also worked both professionally and personally in grassroots approaches to improving schools for all students.

  • Refreshment Break

    Location: South American Foyer

    Refreshment Break

  • Are Your Back Offices Ready to Support Your Customers? (Closed to Media)

    Location: South American B


    Speaker(s)

    Deborah Garcia-Gratacos, CRU, President, DEVAL LLC

    J. Tony Thompson, III, CMB, AMP, Vice President, Growth and Strategy, Silverton Mortgage Specialists

    Tamara King, Vice President, Residential Policy and Member Engagement, Mortgage Bankers Association

    Elizabeth Kohm, Deputy Executive Director, PFLAG

    Concurrent Session

    Read more Read less

    Are your underwriting, technology, QC and servicing teams meeting the continually evolving needs of your customers? This session explores the business advantages of incorporating diversity and inclusion in your back offices.

    Speaker(s)

    Deborah Garcia-Gratacos, CRU, President, DEVAL LLC

    Deborah Garcia-Gratacos is the President and founder of DEVAL LLC. She is a licensed attorney with a professional and educational background in real estate and finance. A provider of financial services to both private and public clients, she has served clients on numerous levels. For the past 13 years, she has been advocating for increasing homeownership and providing housing counseling to the Hispanic Community. Her experiences as a minority woman in the housing and mortgage banking industry allows her to share her ideas and provide advice to the Hispanic community on key issues pertaining to loan servicing, homeownership growth, home retention, and access to capital. She is also a Certified Residential Underwriter with the Mortgage Bankers Association, a Mortgage Loan Originator and sits on the BB&T Springfield Local Advisory Board.

    J. Tony Thompson, III, CMB, AMP, Vice President, Growth and Strategy, Silverton Mortgage Specialists

    J. Tony Thompson, III, CMB is Vice President of Growth & Strategy for Silverton Mortgage, the largest privately held lender in Georgia and one of the fastest growing mortgage lenders in the Southeast. Mr. Thompson is responsible for the strategy and sales growth of the company. Prior to joining Silverton Mortgage, he was the Southeast Regional Manager for Guaranteed Rate. While under his leadership, his region became one of the fastest growing regions within the company. Over the last 10 years in the industry, Mr. Thompson has personally hired over 500 loan originators. Additionally, Mr. Thompson is a member of the MBA Loan Production Committee, Georgia Mortgage Bankers Association Board of Governor’s and a graduate of the MBA’s Future Leaders Program. He has a strong passion and commitment for building teams and mentoring young mortgage professionals.

    Tamara King, Vice President, Residential Policy and Member Engagement, Mortgage Bankers Association

    Tamara King is Vice President of Residential Policy and Member Engagement. She manages MBA's residential loan production area where she helps direct the association's policy development on regulatory, legislative, and industry issues. Additionally, she helps lead MBA's engagement strategy with several key member segments. In this role, Ms. King also oversees MBA's Independent Mortgage Bankers Executive Council, the Diversity and Inclusion Committee, the Warehouse Lenders Executive Roundtable, and other MBA networking groups.  Tamara has extensive experience in mortgage finance, community development, and state and local governments. Previously, Tamara was a Senior Business Manager for Manufactured Housing in Fannie Mae's Single-Family Mortgage Business. In this role, Tamara was responsible for developing and managing new initiatives and products, and developing business and strategic relationships with manufactured-housing participants. Tamara's other positions have included Vice President of Community Development at HSBC Bank in New York, Director of the New Homes Program at the New York City Housing Partnership, Senior Project Planner in the New York City Mayor's Office of Operations, and Senior Budget Examiner in the New York State Department of the Budget.

    Elizabeth Kohm, Deputy Executive Director, PFLAG

    Elizabeth Kohm is the Deputy Executive Director of PFLAG. In her role, Beth manages support of the PFLAG chapter network through the field and policy operations as well as oversees development and communications. During her time at PFLAG, she has also directed the Care with Pride partnership with the Johnson & Johnson Family of Companies, a first of its kind marketing and awareness campaign and coordinated the amicus brief submissions on marriage equality to the Circuit Court of Appeals as well as the Supreme Court.

    When she joined PFLAG in 2011, she brought more than twenty years’ experience as a senior manager in different nonprofit organizations and also managed the charitable programs for Cisco Learning Institute. Prior to her tenure working in corporate social responsibility and nonprofit management, she worked for the New York State Assembly. Beyond her personal passion for the PFLAG mission, Beth’s years working for an addiction treatment organization gives her a keen understanding of the devastating impact that the lack of sexuality acceptance can have for individuals and their families. Beth has also worked both professionally and personally in grassroots approaches to improving schools for all students.

  • Expanding Your Market Reach

    Location: Federal A/B


    Speaker(s)

    Joanne M. Gaskin, AMP, Senior Director, Scores and Analytics, FICO

    Brad Blackwell, Executive Vice President, Head of Housing Policy & Homeownership Growth Strategies, Wells Fargo Home Lending

    Jonathan Lawless, Head of Product Development and Affordable Housing, Fannie Mae

    Glenda Gabriel, Neighborhood Lending Executive, Consumer Lending, Bank of America

    Steve O'Connor, Senior Vice President, Public Policy and Industry Relations, Mortgage Bankers Association

    Concurrent Session

    Read more Read less

    Forward–thinking lenders are moving beyond traditional government programs and developing different strategies to reach underserved markets. Learn from other leaders’ experiences with product development and outreach that could boost your penetration of these market segments.

    Speaker(s)

    Joanne M. Gaskin, AMP, Senior Director, Scores and Analytics, FICO

    Joanne Gaskin, AMP is the Senior Director, Scores and Analytics at FICO.  FICO.  Ms. Gaskin is responsible for the strategic direction of FICO’s scoring and analytic solutions and business partnerships serving the needs of the mortgage industry and oversight of the FICO Scores regulatory practice.  In her role, Ms. Gaskin works globally with both regulatory agencies and banking clients on both housing and regulatory related initiatives.  She also leads the FICO Mortgage Credit Research Partnership, teaming with the industry to build innovative analytic solutions to address the industry’s most pressing issues.  Ms. Gaskin has more than 25 years’ experience in banking and financial services. She has led analytic and product development efforts to address some of the most important topics impacting the financial services industry including: regulatory stress testing, capital allocation optimization, portfolio credit risk management and mortgage strategic default.

     

    Brad Blackwell, Executive Vice President, Head of Housing Policy & Homeownership Growth Strategies, Wells Fargo Home Lending

    Brad Blackwell is Executive Vice President and head of Housing Policy & Homeownership Growth Strategies for Wells Fargo Home Lending (WFHL). In this role, Brad is responsible for leading a number of teams including the Housing Policy Team, Diverse Segments Team, Customer & Community Programs Team and The Wells Fargo Housing Foundation.  These groups focus on enabling sustainable homeownership through the development of housing policy and strategies to implement and promote products and programs that build stronger communities and fill gaps (at-scale) for veteran, minority, low-to-moderate income and other borrowers to whom access to credit needs to be strengthened.  Most recently, Brad led the Portfolio Lending group for WFHL; building industry leading portfolio capabilities. And prior to that, he spent over a decade as EVP, Retail National Sales Manager for WFHL.  He is passionate about Wells Fargo’s commitment to environmental stewardship and charitable giving.

    Jonathan Lawless, Head of Product Development and Affordable Housing, Fannie Mae

    Jonathan Lawless is Fannie Mae’s Head of Product Development and Affordable Housing, reporting to the Head of Single-Family Strategy and Marketing. Lawless is responsible for developing solutions to address challenges in access to credit and affordable housing, as well as any other solutions to support lenders and servicers.  Lawless has led the development of several key offerings from Fannie Mae, including HomeReady, Fannie Mae’s flagship affordability product, and FM Connect, an end-to-end, dynamic reporting tool for Fannie Mae’s customers.  Previously, Lawless was Vice President of Analytics, where he leveraged analytical resources across the firm to influence key pricing, underwriting, and portfolio management decisions.

    Glenda Gabriel, Neighborhood Lending Executive, Consumer Lending, Bank of America

    Glenda Gabriel is the Neighborhood Lending Executive for Bank of America, Consumer Lending. Glenda and her team are responsible for leading the development and execution of national strategies to drive successful homeownership for: first time homebuyers, those with modest incomes, multicultural clients across the full economic spectrum and diverse communities.  In this capacity, Glenda directs the management of affordable housing programs, delivers innovative national and local outreach efforts, partners with an extensive network of home buyer education providers, supports the recruitment of diverse talent, and establishes mortgage and small business CRA performance goals, analytics and reporting. Additionally, Glenda and team deliver the annual public loan data to regulatory agencies.  Her team also partners with local and national housing organizations to build awareness of Bank of America programs, products, services to help families achieve their dream of sustainable homeownership. Glenda serves on the NAHREP Corporate Board of Governors, the National Board of AREAA and the Lender Advisory of NAREB. She also serves on the Mortgage Bankers Association, Diversity and Inclusion Committee and the Freddie Mac Affordable Housing Council.  Glenda, with Bank of America since 2006, has more than 25 years of experience in the financial industry. Prior to Bank of America, Glenda held leadership positions with J.P. Morgan Chase, Procter & Gamble, Clorox and Providian Financial.

    Steve O'Connor, Senior Vice President, Public Policy and Industry Relations, Mortgage Bankers Association

    Steve O'Connor is Senior Vice President of Public Policy and Industry Relations at the Mortgage Bankers Association (MBA). He manages MBA's residential policy process for legislative, regulatory, and industry issues. O'Connor directs MBA's regulatory advocacy efforts. He is also responsible for outreach to industry groups, consumer organizations, and other key stakeholders. O'Connor is a regular guest speaker on industry issues.  O'Connor leads MBA's Consumer Affairs Advisory Council. He also serves on a number of industry boards, including the National Housing Conference, the National Association of Hispanic Real Estate Professionals, HOPE LoanPort, and Freddie Mac's Affordable Housing Advisory Council.  O'Connor joined MBA in 1996. Previously, he worked in government affairs for the National Association of Realtors and Freddie Mac. He also worked for Skyline Financial Services Corporation.

  • Leading by Example: Executive Panel

    Location: Presidential Ballroom


    Speaker(s)

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    Patricia Arvielo, President, New American Funding

    Byron L. Boston, President, Chief Executive Officer and Co-CIO, Dynex Capital, Inc.

    Brian L. Simons, Founder and President, Altavera Mortgage Services, LLC

    Niki C. Scott, Executive Vice President and National Retail Production Manager, SunTrust Mortgage, Inc.

    General Session

    Read more Read less

    Wrap up the day’s learning in an interactive discussion with CEOs and executives who currently champion diversity and inclusion in their organizations. Learn each leader’s business case for prioritizing diversity and inclusion, how they have implemented it and suggestions to help you improve your program.

    Speaker(s)

    David Motley, CMB, 2017 MBA Chairman-Elect and President, Colonial Savings, F.A.

    David Motley, Vice-Chairman of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage.  Colonial Savings, a federally chartered thrift institution headquartered in Fort Worth, Texas, maintains a network of eight depository branches and 18 loan production offices, and now services more than $23.8 billion in residential home mortgages. With more than 35 years in the banking and mortgage finance sector, David oversees the management of consumer/commercial banking; consumer direct, retail and credit union mortgage channels; as well as human resources, legal and marketing functions.

    David has been an active member of MBA for more than two decades. He has served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair. David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards. Dedicated to grassroots advocacy, David has been an active member of the Texas MBA (TMBA) since 1995. With the TMBA, he has served on numerous committees including Government Relations, Convention, TMBPAC, Legislative, and Young Mortgage Bankers. He served on the Board of Directors from 1999-2005.

    Patricia Arvielo, President, New American Funding

    Patty Arvielo is President of New American Funding. It’s important to give mention to humble beginnings in order to fully understand her unique business perspective and leadership role in the housing industry. Born into a hard-working Mexican-American family from South Gate in L.A. County, California, Patty’s first exposure to the mortgage industry was as a young girl. At just 16, Patty landed a clerical position for TransUnion Credit. At 19, she was promoted into a sales position. Patty worked tirelessly to build Real Estate Agent and community relationships and doing so, ignited a life-long passion for service and pursuit of self-made, enduring success. In the years following, Patty assumed a natural, often unofficial, role as orchestrator and champion for her sales teams and colleagues. She challenges her teams to take on new projects with confidence and determination. She gets to know the people she works with, genuinely befriending even competitors unable to resist her approachable demeanor and infectious love for helping others. Patty’s extensive background in mortgage lending includes DE Underwriter and VA LAPP Certifications. Very early on, Patty pursued her own underserved Spanish-speaking markets well before they were a popular and sought after demographic. In 1997 Patty was invited to lead the operations unit of an independent broker shop, and in 2003 she and her husband Rick Arvielo decided to launch their own mortgage company – New American Funding.

    Byron L. Boston, President, Chief Executive Officer and Co-CIO, Dynex Capital, Inc.

    Byron Boston is President, CEO, and CO-Chief Investment Officer of Dynex Capital (NYSE:DX), a leading Real Estate Investment Trust (REIT) with more than $4 billion in managed assets. Mr. Boston is responsible for strategy and operations as well as fostering and maintaining key relationships with shareholders, creditors, and dealers. He also leads the day-to-day investment, financing, hedging, and financial reporting decisions. Mr. Boston is also a member of Dynex Capital’s Board of Directors.  Mr. Boston is a seasoned investment professional with more than 35 years of experience in the fixed income capital markets and the U.S. housing finance system. Since January of 2004 he has built two successful public companies, Dynex Capital and Sunset Financial Resources. Prior to Dynex, Mr. Boston served in a senior leadership role in the investment division of Freddie Mac for 7 years.  Between 1981 and 1997 Mr. Boston developed his career as a banker and bond trader, first with Chemical Bank as a Corporate Banking Officer and then with Credit Suisse First Boston as a mortgage-backed securities trader. He is currently a board member of the Mortgage Bankers Association and The Salzburg Global Seminar.

    Brian L. Simons, Founder and President, Altavera Mortgage Services, LLC

    Brian L. Simons is founder and president of Altavera Mortgage Services, a Denver-based company providing third-party origination, quality control and due diligence services to the mortgage community. He has 20 years’ experience in mortgage origination, servicing, capital markets and default management.  Brian founded Altavera out of a desire to build the outsourcing company he always wished existed — one that serves its community and its clients with equal dedication and integrity. In just four years, Brian has built a national service provider that caters to each client’s unique outsourcing needs while fostering an environment of diversity and opportunity.  Prior to Altavera, Brian was chief operating officer of Urban Lending Solutions, one of the nation’s leading minority-owned businesses and the largest provider of outsourced loss mitigation and default mortgage services in the country. Brian helped grow the company from 500 employees to nearly 2,500, and during his tenure the firm was twice named to the Inc. 500 list of America’s fastest-growing companies.  Prior to Urban, Brian was executive director at JPMorgan Securities, where he managed the team responsible for the acquisition, disposition and securitization of residential mortgage loans. He also served as vice president at Credit Suisse, where he was responsible for the acquisition and securitization of residential mortgage loans. During his combined years at JPMorgan and Credit Suisse, Mr. Simons oversaw due diligence personnel and appraisers, set credit policy, managed loan-level quality control and data audits, managed contract negotiations, reviewed portfolio performance and conducted operational reviews of origination and servicing platforms.

    Niki C. Scott, Executive Vice President and National Retail Production Manager, SunTrust Mortgage, Inc.

    Niki Scott is the National Retail Production Manager for SunTrust Mortgage. As National Retail Production Manager, Niki oversees the efforts of more than 650 teammates including Retail Loan Officers and Production Managers in four Retail Divisions located throughout SunTrust’s primary footprint. With Niki’s leadership, SunTrust professional mortgage lenders meet with clients in-person to explore financing options to meet their unique needs to help them gain financial confidence, move onUp and realize the dream of home ownership. In 2015, the Retail channel originated more than $8 billion in new mortgage loans, helping more than 50,000 individuals and families purchase or refinance homes. Niki has been in her current role at SunTrust Mortgage for more than two years and with SunTrust for more than 12 years. Prior to joining SunTrust, Niki gained extensive experience in roles of increasing responsibility at Bank of America Mortgage.  In 2015, Niki was named one of the Top 100 Women Worth Watching by the Diversity Journal. She is on the board of the American Heart Association and in 2015 served as the Go Red for Women Chair in Central Virginia.

  • Closing Reception

    Location: Presidential Foyer

    Reception

    Read more Read less

    Enjoy cocktails and appetizers while you network with your peers and discuss takeaways from the summit.

Our Sponsors

Platinum

Gold

Silver

Bronze

Host