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

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Sunday, March 26, 2017

  • Registration

    Location: Grand Ballroom Registration

    Registration

  • MBA Education Presents: Residential Mortgage Banking for the IT Professional (Separate Registration Required-Free to First Time TECH17 Conference Attendees. Limit 40 registrants.)

    Location: Columbus AB


    Speaker(s)

    Patricia Taylor, Managing Director, New Directions Consulting Services

    David A. Coleman, Managing Director, Mortgage Advisory, KPMG LLP

    MBA Education Event

    Read more Read less

    Technology professionals in mortgage finance are expected to do a lot more than keep the systems running. 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. To become a partner in the business, technologists of all levels need to understand not only the basic terminology, but also the latest developments, trends, and hurdles in mortgage banking.  Back by popular request, MBA is offering a one-day workshop, Residential Mortgage Banking for the IT Professional. This special program is tailored specifically for the IT professional and IT staff with all levels of experience and industry knowledge. This course 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. Instructors provide a basic foundation in loan production, secondary marketing, and servicing, and highlight 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.

    Instructors:
    Patricia Taylor, Managing Director, New Directions Consulting Services 
    David A. Coleman, Managing Director, Mortgage Advisory, KPMG

    Registration Rates: MBA Members: Early $400/Regular $450; Non-Members: Early $550/Regular $600; Early bird expires February 12th

    New TECH17 Attendee Promotion:

    This workshop is free of charge to first-time TECH17 conference attendees. 
    Limited to the first 40 registrants. MBA Member’s only. First-time attendees must sign up for this separately from registering for TECH17.

    Not new to Tech17? You can still receive $50 off the workshop, and $50 off the TECH17 conference when you register for both.

    To register for either promotion or the workshop only, please contact MBA education at: education@mba.org

    Speaker(s)

    Patricia Taylor, Managing Director, New Directions Consulting Services

    David A. Coleman, Managing Director, Mortgage Advisory, KPMG LLP

  • HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Seamless loan access into the financial mainstream with real-time verification, improved lending decisioning and deeper account insights.

  • Quick Tip Session: Certified MISMO Standards Professional (CMSP®) on THE SIDE STAGE

    Location: Riverside Exhibit Hall


    Speaker(s)

    Charlie Epperson, Chief Technology Officer, MRN Cubed, LLC

    Steve Acker, Owner/Consultant, Closergeist, LLC

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Distinguish yourself from your peers! Attend this Quick Tip session to learn how to become a CMSP®.

    Speaker(s)

    Charlie Epperson, Chief Technology Officer, MRN Cubed, LLC

    Charles E Epperson is the Chief Technology Officer for MRN3 Family of Companies which includes MRN3, SigniaDocs and DepotPoint.  He has over 20 years of Information Systems and IT management experience in the areas of operations, programming, business analysis, software design and development, and electronic commerce and eMortgage technologies / implementation.  Charles joined the MRN3 Family in 2009 after 10 years spent with Stewart Title in the leadership role of eMortgage technology and development.  He received his M.S. in Computer Science from the University of Arkansas at Little Rock in 1999.  In his current position, he is active in the research, development and implementation of paperless real estate transactions, electronic intelligent document production, electronic mortgage transactions and e-closings utilizing enforceable electronic document, digital signatures, electronic storage, delivery, and the use of secure virtual transaction folders for all real estate transaction participants. 

     In cooperation with the Property Records Industry Association (PRIA) and the Mortgage Industry Standards Maintenance Organization (MISMO) Technology Workgroups, Charles has co-authored many real-estate industry national data standards, including the MISMO Title Insurance Request/Response, Multiple Services, and the PRIA Electronic Recording/Request/Response/SOAP XML DTDs and Schemas.  Likewise, he is actively working on industry standards for electronic mortgage transactions and XHTML SMART® Doc documents as well as various business and technologies for the county and municipal courts and recorders/clerks offices.

    In addition, Charles maintains leadership positions in many of the industry committees, workgroups and organizations.  He serves as the Chair of MISMO Education & MISMO Board ex-officio, Co-Chair of the Title workgroup for MISMO, a member of the Council of Chairs for MISMO, Past-Chair of the Document Custody Workgroup, a member of the ALTA Technology Committee, and Co-Chair of the Membership Marketing Committee for PRIA.  He has also been elected to the Board of Directors for the PRIA, the MISMO Residential Standards Governance Committee, and was selected in 2009 as a “Technology All-Star” for Mortgage Banking Magazine.

     

    Steve Acker, Owner/Consultant, Closergeist, LLC

  • Live Demo: Axway on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Speeds the mortgage underwriting process with an API-first approach that integrates enterprise and partner systems, fuels mobile app development, and delivers real-time predictive analytics for improved operations and regulatory compliance.

  • Live Demo: PathSoftware on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Maximize visibility and productivity using a highly-configurable, cloud-based enterprise system designed to provide rule-based and role-based functionality in a single, integrated platform for multiple business channels.

Monday, March 27, 2017

  • Registration

    Location: Grand Ballroom Registration

    Registration

  • Continental Breakfast

    Location: Grand Ballroom Foyer

    Breakfast

  • Opening General Session: "The Third Wave: An Entrepreneur's Vision of the Future"

    Location: Grand Ballroom D


    Speaker(s)

    Rodrigo López, CMB, 2017 MBA Chairman and Executive Chairman, NorthMarq Capital Finance

    Steve Case, Chairman and CEO, Revolution LLC

    General Session

    Read more Read less

    In his #1 best-selling business book, The Third Wave, Steve Case argues that we’re entering the Third Wave of the Internet—a period when entrepreneurs will change the way we live our lives by leveraging new technologies to transform real world sectors like health, education, transportation, energy and food. The First Wave saw AOL and other companies lay the foundation for consumers to connect to the Internet. The Second Wave saw companies like Google and Facebook build on top of the Internet to create search and social networking capabilities, while apps like Snapchat and Instagram leveraged the smartphone revolution to become overnight successes. But, Case predicts, success in the forthcoming Third Wave will require a brand new set of skillsets for CEOs, entrepreneurs, policymakers and ordinary Americans. By looking back at his decision-making during some of the most consequential moments in business history in order to explain the current landscape, Case explains how attendees will need to rethink their relationships with customers, competitors and governments alike, and offers a forward-thinking roadmap for navigating in this new paradigm.

    Speaker(s)

    Rodrigo López, CMB, 2017 MBA Chairman and Executive Chairman, NorthMarq Capital Finance

    Rodrigo López, Chairman-Elect of the Mortgage Bankers Association, is the Executive Chairman of NorthMarq Capital Finance, L.L.C., a mortgage banking company dedicated to providing capital solutions for the multifamily industry. Rodrigo has been actively involved with MBA for almost three decades. He is a former Chairman of MBA's Commercial/Multifamily Board of Governors. He has served on the Association's Board of Directors since 2009, along with a previous stint on the board in 2003 and 2004. Rodrigo was the recipient of MBA's Distinguished Member Award in 2010, MBA's Burton C. Wood Legislative Service Award in 2002, and MBA's Master Faculty Award in 2000. He also received MBA's Certified Mortgage Banker (CMB) designation.

    Steve Case, Chairman and CEO, Revolution LLC

  • Q&A with Steve Case in THE MEETING SPOT

    Location: Riverside Exhibit Hall


    Speaker(s)

    Steve Case, Chairman and CEO, Revolution LLC

    Read more Read less

    Speaker(s)

    Steve Case, Chairman and CEO, Revolution LLC

  • Refreshment Break in THE HUB

    Location: Riverside Exhibit Hall

    Refreshment Break

  • THE HUB is Open

    Location: Riverside Exhibit Hall

  • General Session: Perspectives on FinTech

    Location: Grand Ballroom D


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    Regis Hadiaris, Rocket Mortgage Product Lead, Quicken Loans

    Seth Wheeler, Managing Director, Strategy, Consumer and Community Banking, JP Morgan Chase

    John Harrell, Vice President, Real Estate Lending - Product Managment, USAA

    Joseph Tyrrell, Executive Vice President, Corporate Strategy, Ellie Mae, Inc.

    General Session

    Read more Read less

    Lenders are focused on improving the customer experience. New entrants, FinTech companies with cutting-edge technologies, have the potential to disrupt the mortgage market by providing a more seamless experience. This session will focus on the promise of FinTech, and the opportunities for traditional lenders to learn from their efforts. SPONSORED BY: Mortgage Cadence

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, 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.

    Regis Hadiaris, Rocket Mortgage Product Lead, Quicken Loans

    Regis Hadiaris is Rocket Mortgage Product Lead at Quicken Loans, the nation’s largest online home loan lender and second largest retail lender. He is responsible for all aspects of Rocket Mortgage, the first fully online and on-demand mortgage experience.

     Since joining the company in 2004, Regis has been obsessed with making mortgages radically simple. Prior to leading Rocket Mortgage from concept through launch, Regis was the Director of Internet Marketing at Quicken Loans, overseeing the company’s client-facing websites, mobile apps, and social networks.

     Regis is a leading expert in financial technology and marketing, whose work empowering consumers and driving massive change in the mortgage industry has been recognized by New York Times, TIME, Forbes, CNBC and many others.

    Seth Wheeler, Managing Director, Strategy, Consumer and Community Banking, JP Morgan Chase

    Seth Wheeler is currently a Managing Director at JPMorgan Chase and part of the CCB Strategy leadership team, where his areas of focus include consumer banking & wealth management, digital, fintech, data, operations, and innovation. Previously, he was a Guest Scholar at Brookings focused on financial innovation and its intersection with policy. He also previously served at the White House as Special Assistant to the President for Economic Policy and Senior Advisor with the National Economic Council.  Mr. Wheeler joined the White House from the Federal Reserve, where he served as Assistant Director and Chief of Staff of the Office of Financial Stability. Previously, Mr. Wheeler served as Deputy Assistant Secretary and Senior Advisor at the Treasury Department under both the Bush and Obama administrations. Earlier, he worked at Morgan Stanley and at Bain & Co. He is a graduate of Harvard Business School and Columbia Law School.

    John Harrell, Vice President, Real Estate Lending - Product Managment, USAA

    John Harrell is vice president of mortgage product management at USAA Bank where he focuses on delivering highly-competitive mortgage products for USAA members.

    John joined USAA Bank in April 2013 as the vice president of real estate fulfillment, providing operational leadership for the ongoing transformation of the real estate lending business. He transitioned to product management in November 2014 with the goal of bringing a data-driven approach to the product strategy with the intent of providing highly-competitive products that will serve more members’ home buying needs.

    John brings more than 17 years of consumer finance experience across multiple disciplines and asset classes to his role at USAA Bank. Prior to joining USAA Bank, John spent 12 years at Capital One where he successfully led teams in business process improvement, operational fulfillment, and product line management, with rotations in auto finance, retail bank, and home lending. He also spent two years with CitiMortgage where he served in a risk role responsible for collections and default strategy during the height of the housing crisis.

     A USAA member since 1990, John is a veteran of the U.S. Navy where he served as a submarine warfare officer for seven years. He attended the University of Texas at Austin on NROTC scholarship where he earned a bachelor's degree in business administration. He also holds a master’s in business administration from San Diego State University.

    Joseph Tyrrell, Executive Vice President, Corporate Strategy, Ellie Mae, Inc.

    Joe has served as Ellie Mae’s executive vice president of corporate strategy since March 2015, overseeing our product strategy, product management and our business and corporate development efforts involving our network of current and potential business partners and merger and acquisition strategies. Joe has been with the company since 2002 and previously held the positions of senior vice president of corporate strategy from May 2014 to March 2015 and senior vice president of client management and business development from August 2013 to March 2014. Prior to joining Ellie Mae, Joe served as vice president for Providian Financial in addition to other executive positions within the mortgage industry. Joe holds a Bachelors of Art in Business Management from St. Mary’s College.

  • General Session: Tech Showcase I

    Location: Grand Ballroom D


    Speaker(s)

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

    General Session

    Read more Read less

    MBA’s Technology Showcase offers innovative products built to meet the specific technological needs of the mortgage industry. Executives from exhibiting companies provide a live, 6-minute demonstration of one product, and are available at their booth immediately after to answer your questions. The Tech Showcase is fast, furious, and fun!

    Schedule

    Simple Nexus  -  Create a Mobile Originator with the mortgage industry's first true mobile platform that connects Loan Officers, borrowers and Realtors together. SimpleNexus offers a white-labeled app experience that puts the Loan Officer front and center in the digital mortgage world with the tools they need to be successful.
    www.simplenexus.com

    Capsilon Digital Mortgage Velocity Platform - Capsilon Digital Mortgage Velocity Platform automates key steps along the loan manufacturing lifecycle—from loan document and data capture to post-close document and data validation—using Automated Mortgage Document Recognition, Automated Mortgage Document Extraction, and exception-based Straight-Through-Processing (STP) technologies to eliminate manual processes that are repetitive, error-prone, and labor-intensive.www.capsilon.com

    Total Expert, Inc. - Provides the first fully integrated, enterprise-level sales and marketing software solution built specifically for mortgage and real estate to collaborate within a centralized platform and manage their entire organization from the top down. The web-based platform can be used to build, deploy and track all marketing and co-marketing efforts, while automating compliance documentation with a first-to-market approach.
    http://totalexpertinc.com.

    CMPS Platform - CMPS Platform transforms the “app-taking” loan originators of the past into the trusted advisors of the future.  The 6-in-1 Platform includes a mobile CRM with automated workflows, a digital content marketing system with compliance controls, and a sales presentation system with loan comparisons and market intelligence. 
    http://CMPSPlatform.com

    LenderPrice  -   Real-time, competitive mortgage analytics and PPE platform complete with full mobile functionality and unprecedented business intelligence. With Lender Price, wholesale and correspondent lenders, banks, and credit unions can knowledgeably manage product pricing for all mortgage types: conforming, non-conforming, non-QM, portfolio, and boutique loan programs, delivering innovative features that include: built-in compliance checks, secondary marketing tools, margin management, pricing tier and compensation management, wholesale & correspondent client portal, customized workflows, and mobile functionality.
    www.lenderprice.com

    CLARIFIRE© Application - Workflow automation solution for engaging with your customers through real-time, interactive communications and on-demand mortgage services.  From loan originations to loss mitigation, CLARIFIRE offers end to end solutions for your mortgage operations in one flexible platform.
    www.eclarifire.com

     

    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.

  • Lunch in THE HUB

    Location: Riverside Exhibit Hall

    Lunch

  • Quick Tip Session: Using MISMO to Expedite your HMDA Implementation on THE SIDE STAGE

    Location: Riverside Exhibit Hall


    Speaker(s)

    Heather Kerns, Director of Mortgage and Fixed Income, Actualize Consulting

    John Haring, Director of Compliance Enablement, Ellie Mae

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Save a step on your HMDA implementation! Learn how MISMO can support your HMDA implementation.

    Speaker(s)

    Heather Kerns, Director of Mortgage and Fixed Income, Actualize Consulting

    John Haring, Director of Compliance Enablement, Ellie Mae

  • Quick Tip Session: Adopting Day 1 Certainty from Fannie Mae on THE SIDE STAGE


    Speaker(s)

    Brian C. Cusick, Product Development Manager, Fannie Mae

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Hear tips and best practices to effectively implement Day 1 Certainty to receive freedom from reps and warrants and greater speed & simplicity in your business.

    Speaker(s)

    Brian C. Cusick, Product Development Manager, Fannie Mae

  • Accelerating Your LOS Implementation

    Location: Columbus I


    Speaker(s)

    Kristiane Koontz, Director, Financial Services Advisory, PwC

    Dan Richards, Executive Vice President and CIO, Academy Mortgage Corporation

    Scott Weeks, Chief Information Officer, RPM Mortgage, Inc

    Concurrent Session,

    Emerging Technology Track

    Read more Read less

    Maturity among the loan origination platforms and providers, coupled with the move to SaaS-based systems with robust base functionality, has created an opportunity for lenders to quickly and cost effectively consolidate and upgrade their LOS.  This session explores why the traditional SDLC model no longer applies to LOS implementations and how organizations can leveraged a more streamlined process.

    Speaker(s)

    Kristiane Koontz, Director, Financial Services Advisory, PwC

    Kristiane  is a Director in PwC’s Financial Services Consulting practice where she helps banks and financial technology companies envision and execute complex business transformation projects. She leads teams that bridge the gap between technology and the business on large-scale business and technology initiatives. She had led and program managed merger/acquisition programs, market entry, complex systems implementations, process improvement and regulatory-driven change programs for numerous lenders and financial technology companies,and has been involved in over two dozen Loan Origination System implementations across multiple LOS platforms. 

    Dan Richards, Executive Vice President and CIO, Academy Mortgage Corporation

    Dan Richards is Executive Vice President of Technology at Academy Mortgage where he oversees all technology strategy, development, operations and personnel. Prior to assuming his current role, Dan led all growth initiatives at Republic Mortgage Home Loans, who was acquired by Academy in December 2014. While at Republic Mortgage, Dan was recognized as an Accredited Mortgage Professional (AMP) and an MBA Future Leader by the Mortgage Bankers Association. His previous experience also includes leadership roles in product and business development at Google, Microsoft, and Nokia.

     Dan has a master’s of business administration from the Wharton School at the University of Pennsylvania and a bachelor’s degree in Finance from Brigham Young University. He and his wife Hailey have four children and live in Salt Lake City, UT.

    Scott Weeks, Chief Information Officer, RPM Mortgage, Inc

    Scott Weeks is CIO at RPM Mortgage, Inc., leading the Information Technology organization including IT Operations, Project Management, Software Development, Information Security and Business Intelligence functions. Scott started up the Project Management Office at RPM, and among other strategic projects helped lead the successful implementation of their current Loan Origination System. Scott began his career in the mortgage industry in 2004 and has held mortgage technology leadership positions at four different lenders, operating under retail relationship, wholesale and consumer direct / call center models, with three LOS implementations under his belt and dozens of integration and software development projects.

  • Developing, Implementing and Maintaining a Security Program

    Location: Columbus A


    Speaker(s)

    Thomas Clerici, Director, Cyber Security Practice, Arraya

    Robert D'Urbano, Executive Vice President and Chief Information Officer, Freedom Mortgage Corporation

    Concurrent Session,

    Cybersecurity Track

    Read more Read less

    Organizations that are building and implementing a cybersecurity program often are challenged with the daunting task of how to engage the right people, how much to spend on a program and what security tools to implement.  Learn how to protect your corporate assets through the implementation of a measured security program.  Specific topics include prioritization of assets, professional certifications, training, risk assessments, common controls, vulnerability management and much more.

    Speaker(s)

    Thomas Clerici, Director, Cyber Security Practice, Arraya

     As the Director, Cyber Security Practice at Arraya Solutions, Tom is responsible for designing, deploying and managing enterprise wide cyber security technologies and solutions for a wide array of services and vertical markets, including professional, financial, retail, manufacturing, education, gaming, pharmaceuticals, legal, and healthcare. Tom works with customers to build end-to-end security solutions focused on protecting the confidentiality, integrity, and availability of critical data and systems.

     Prior to joining Arraya, Tom built, staffed and professionalized the corporate information security program and network operations center from the ground up at Freedom Mortgage, one of the largest lenders in the country,  consisting of 7K+ end users, 100+ locations, 4 data centers, and 5 distinct production business units that originated an average of $5B worth of loans monthly.  He also served as a cyber-warfare and communications officer in the United States Air Force.  His awards and decorations include the Bronze Star Medal, Air Force Commendation Medal with two oak leaf clusters, and the Air Force Achievement Medal with two oak leaf clusters.  He holds a master of science degree in information technology management, a bachelor of science degree in computer science and is a Certified Information Systems Security Professional (CISSP) in good standing.

    Robert D'Urbano, Executive Vice President and Chief Information Officer, Freedom Mortgage Corporation

    Robert D’Urbano, EVP, CIO at Freedom Mortgage, a market leading residential lending and servicing company.  Robert has served as Chief Information Officer at Freedom Mortgage since 2005 and oversees all of  the technology responsibilities for the firm.  Including, the development of all system improvements and assuring operational readiness of all corporate technologies.  Robert started his career as programmer and database administrator but participated in designing and building solutions in all areas of technology.  He has over 35 years of experience providing leadership and lasting competitive products in the consumer financial services industry.  Robert holds a patent for the first system and method for automated deal structuring in mortgage lending.  He resides in Philadelphia, PA.

  • From the Wild, Wild West to Infinity and Beyond

    Location: Columbus C


    Speaker(s)

    Leslie Malicki, Business Partner Relationship Manager, MGIC

    Mick Smothers, Principal Architect, Capco

    Matt Seu, Partner, Actualize Consulting

    Joshua Lehr, Industry Development Manager, Mortech, A Zillow Group

    General Session,

    Data, Analytics & Standards Track

    Read more Read less

    As our industry continues its breakneck pace of evolution, driven by emerging technologies, new regulations,  and the need for Fort Knox-level of security, standards are being modernized to keep pace with demand.  Attend this session to learn about emerging business drivers and foundational efforts by MISMO to support industry needs as they unfold.

    Speaker(s)

    Leslie Malicki, Business Partner Relationship Manager, MGIC

    Leslie has more than 25 years of experience in information technology, focused on project management, resource management, development methodologies, business analysis, user experience, web development, mobile app development, B2B integrations, security, and testing automation. In her current role, Leslie manages relationships to various mortgage industry technology providers and MGIC customers, looking for strategic opportunities to further integrate and automate loan manufacturing workflow activities. Leslie's experience with MISMO Standards reaches back to the earliest renditions coupled with familiarity to alternate legacy mortgage industry standard datasets still in use today.

    Mick Smothers, Principal Architect, Capco

    Mick has over 30 years experience in software design, architecture, development, implementation, testing, and troubleshooting with a focus on Housing Finance. His background includes team leadership, technical consulting and support, change management, employee mentoring and development, financial management, and exceptional customer service. Mick has designed and established Enterprise Architecture disciplines for large organizations and is a practicing EA with a focus on Application/Solution and Integration Architecture. He is also hands-on as an architect, down to the code and configuration level. Mick also established and leads the MISMO CoE at Capco, is a member of the MISMO Strategic Planning and Residential Governance Committees, and often presents at MISMO Summits and Mortgage Bankers Association Technology conferences.

    Matt Seu, Partner, Actualize Consulting

    Matt Seu is one of two Partners with Actualize Consulting, focusing on Mortgage and Fixed Income Securitization as well as Information Technology.  Over the last ten years Matt has been  responsible for managing the firm’s accounts with focus on the GSEs, mortgage companies, Wall Street broker dealers, and software companies supporting the fixed income and mortgage conduit arena.  Matt is also responsible for all MISMO service and technology offerings. He is the chair of the MISMO Strategic Planning Committee.  Prior to Actualize, Matt worked for Freddie Mac for sixteen years including tenures in the Structured Finance and Single Family lines of business where he delivered products and business solutions as well as serving as the Enterprise Data Executive.

    Joshua Lehr, Industry Development Manager, Mortech, A Zillow Group

    As the Industry Development Manager at Mortech, Mr. Lehr evaluates and oversees relationships with mortgage technology partners for Mortech and Zillow Group Mortgages. For the past 5 years, Josh has been involved in many phases of the Mortech business including API implementations, compliance, product management and opportunity assessment.  Prior to joining Mortech, Josh worked as a developer and project manager for a top 10 Visa card issuer working to implement new hardware and software solutions such as SMS messaging, CRM, IVR, and credit approval automation. 

  • Housing Agency Update

    Location: Grand Ballroom B


    Speaker(s)

    Rick Lang, Vice President, Customer Technology Integration, Freddie Mac

    Katrina Jones, Vice President, Single-Family Solutions, Fannie Mae

    Richard Way, Director of Sales, Axway

    Concurrent Session,

    Regulation & Compliance Track

    Read more Read less

    The GSEs have many initiatives underway that could affect your organization.  This session provides a brief overview of some of the more important changes underway at Fannie Mae and Freddie Mac and what they might mean for your organization. 

    Speaker(s)

    Rick Lang, Vice President, Customer Technology Integration, Freddie Mac

    Richard (Rick) Lang leads the Strategic Technology Integration team, which leverages feedback from key external and internal business partners to drive alignment between the Freddie Mac Loan Advisor SuiteSM product strategy and customer needs. His team also ensures delivery and realization of the Suite’s product value propositions as well as integrating the Suite’s toolset with customers and critical mortgage industry vendors.

    Mr. Lang has 25 years of management experience. Prior to Freddie Mac, he was Senior Vice President of Strategy and Business/Technology Change at Bank of America, where he managed process, compliance and technology change initiatives. He holds a Bachelor of Science in finance from Arizona State University and a Master of Management from Pennsylvania State University.

    Freddie Mac was established by Congress in 1970 to provide liquidity, stability and affordability to the nation’s residential mortgage markets. Freddie Mac supports communities across the nation by providing mortgage capital to lenders. Today, Freddie Mac is making home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. For more information, please visit www.FreddieMac.com and follow us on Twitter @FreddieMac.

    Katrina Jones, Vice President, Single-Family Solutions, Fannie Mae

    Katrina Jones is Fannie Mae’s Vice President – Single-Family Business Solutions. Reporting to the Senior Vice President – Business Solution Initiatives, Jones leads the company’s vendor and lender solution teams. She is responsible for collaborating with the Customer Engagement organization to bring the voice of Fannie Mae’s customers and vendors into the front-end of re-engineering efforts. Previously, as Vice President – Customer Management in the Eastern Regional Office, Jones was responsible for the creation and management of Fannie Mae’s value proposition for her assigned customers. She led a team of account managers working to maximize the value of existing customer relationships, drive customer satisfaction, support development of new customers, and provide a holistic view to managing customer relationships. Prior to that, Jones was Vice President – Loan Quality Strategy and Business Implementation, with responsibility for overall internal program administration. Earlier, Jones was Director – Lender Channel, where she supported customer pricing strategies, and Director – Single-Family Product Development, where she oversaw product development and management of various Fannie Mae signature products. Jones also spearheaded the design and implementation of key operational initiatives in the Single-Family Operations area and was a consultant on Fannie Mae’s International Housing Finance Team, where she led a myriad of international secondary marketing initiatives. Prior to joining Fannie Mae in 1996, Jones held various leadership positions at Wells Fargo, where she was responsible for all aspects of regional operations and management of niche product offerings. She also has more than 12 years of retail lending experience. Jones has a bachelor of science in business management from Potomac College and a master of business administration from The George Washington University.

    Richard Way, Director of Sales, Axway

    Richard is a business leader and consultant for the technology and banking industry. He has held a variety of management positions and staff roles helping companies build their profit and revenue streams, go-to-market strategies, operations and market share over the past 24 years. 

    Richard plays a dominant role in banking and mortgage operations from understanding the Dodd Frank Act to transitioning into better technologies, including API management, mobile apps and cloud solutions. He also heavily leverages his experience in B2B electronic data interchange (EDI), managed file transfers (MFT), data flow governance, and operational intelligence for business performance monitoring and predictability.

    Axway was recently named a Leader in the Gartner Magic Quadrant for Full Life Cycle API Management for the 3rd time.

  • Live Demo: Docu Prep, Inc. on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Compliant closing documents and initial disclosure services.

  • Refreshment Break in THE HUB

    Location: Riverside Exhibit Hall

    Refreshment Break

  • HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Mortgage CRM powered by Microsoft Dynamics 365 is strategically designed to help loan officers do what they need faster by streamlining the loan origination life cycle and creating amazing borrower relationships

  • Big Data for Mortgage Banking

    Location: Columbus C


    Speaker(s)

    Jon Maynell, Vice President of Client Services, Black Knight Financial Services

    Bryce Elliott, Senior Vice President - Chief Technology Officer, SunTrust Mortgage, Inc.

    Joe Mellman, Senior Vice President – Mortgage Business Leader, TransUnion

    Concurrent Session,

    Data, Analytics & Standards Track

    Read more Read less

    Combined with sophisticated analytical tools, Big Data, now easily available to all, offers the ability to combine and analyze data elements that may never have been looked at before. Panelists provide their perspective on using Big Data to differentiate your company from the competition, regardless of the size of your company

    Speaker(s)

    Jon Maynell, Vice President of Client Services, Black Knight Financial Services

    Jon Maynell is Vice President of Client Services at Denver-based Motivity Solutions. A frequent speaker at mortgage industry events, Jon has spent the past 25 years designing, implementing, and evangelizing mortgage technology innovation. His present focus is Mortgage Business Intelligence (MBI), and leveraging it to make lenders more successful.

    Bryce Elliott, Senior Vice President - Chief Technology Officer, SunTrust Mortgage, Inc.

    Bryce Elliott joined SunTrust in December 2016 as SVP – Chief Technology Officer of the bank’s Mortgage division. His leadership and drive for innovation is critical to move SunTrust’s mortgage technology to be more resilient and client focused. SunTrust successfully deployed both Empower and Lending Space, Black Knight’s Loan Origination Systems for Retail and Correspondent Lending. Bryce has full accountability in the mortgage business to drive technology advancements and learnings to grow market share and drive client delight.

    Bryce joins SunTrust from Prospect Mortgage where he was the CIO of Technology and Data Analytics. Prior to that Bryce was at Bank of America with over 17 years in many executive leadership roles. Bryce has been in mortgage technology since 2003 and has expansive knowledge in the application, infrastructure and data management segments. In addition, Bryce had executive responsibilities of Technology Operations & Support for Bank of America’s Consumer Bank (eCommerce, ATMs, Banking Centers, Call Centers and the Mortgage/Legacy Asset Servicing divisions.

    Bryce was born in Kentucky and left at an early age to start his journey. He moved to Phoenix AZ, Albuquerque NM, Charlotte NC, Dallas TX and now resides in Richmond VA. Bryce has also travelled globally both professionally and personally to include South America, India, United Kingdom and Europe.

    Bryce went to school at the University of New Mexico, in Albuquerque. He has also completed several executive leadership programs at Arizona State University, Wharton School of Business and University of Michigan. He is Six Sigma certified as well.

    Joe Mellman, Senior Vice President – Mortgage Business Leader, TransUnion

    Joe Mellman leads the mortgage business within TransUnion’s financial services business.  In this role, he oversees the development and execution of TransUnion’s mortgage strategy and product suite. This includes a focus on helping mortgage and HELOC lenders improve their new customer acquisition, retention, cross-sell, loan product creation and refresh, origination, servicing, and capital markets functions.  Prior to his current position, Mellman held a variety of mortgage financial services and capital markets product management and strategy roles at TransUnion. Before joining TransUnion, he held positions in consulting at McKinsey & Company and PricewaterhouseCoopers.

     Mellman received his bachelor’s degree from Yale University and an MBA from the Wharton School of the University of Pennsylvania.

  • HMDA Update

    Location: Grand Ballroom B


    Speaker(s)

    Elizabeth Kemp, Assistant Regulatory Counsel, Mortgage Bankers Association

    Kitty Ryan, Counsel, BuckleySandler LLP

    Thomas Kearney, Partner, Akerman, LLP

    Michael O'Sullivan, Senior Vice President, Chief Knowledge Officer, Freedom Mortgage Corporation

    Melissa Kozicki, Director of Compliance, Mortgage Builder Software

    Concurrent Session,

    Regulation & Compliance Track

    Read more Read less

    The implementation date for the revised HMDA rule is rapidly approaching.  This session will focus on critical implementation issues including the collection and reporting of government monitoring information (GMI), integration with the uniform residential loan application, loans that span 2017 and 2018, and approaches to fair lending testing. 

    Speaker(s)

    Elizabeth Kemp, Assistant Regulatory Counsel, Mortgage Bankers Association

    Elizabeth Kemp is the Assistant Regulatory Counsel in the Public Policy and Industry Relations department of Mortgage Bankers Association, where she analyzes forthcoming legislation and administrative rulemaking. Elizabeth assists the Department in formulating responses to policy initiatives and helps monitor relevant trends in litigation. Elizabeth also worked in loan production policy and led MBA’s Fraud Issues Subcommittee. Prior to joining MBA, Elizabeth was Policy Counsel for the National Community Reinvestment Coalition where she focused on fair lending and secondary market reform.

    Kitty Ryan, Counsel, BuckleySandler LLP

    Kathleen “Kitty” Ryan, former Deputy Assistant Director for the Office of Regulations at the CFPB, is Counsel* in the Washington, DC office of BuckleySandler LLP. Ms. Ryan combines public sector and in-house experience to offer unique insights for companies navigating in a heightened regulatory environment. She counsels financial services clients regarding a wide range of regulatory and compliance matters, particularly those involving mortgage regulation and fair lending. While at the CFPB Ms. Ryan’s areas of responsibility included the completion of two of the Bureau’s largest mortgage rules: Know Before You Owe-TRID; and the HMDA amendments. She also advised on the CFPB’s fair lending enforcement efforts and its Business Data Lending Rule. Prior to joining the CFPB, Ms. Ryan was the lead attorney for mortgage-related issues, advised on fair lending matters on the Board of Governors of the Federal Reserve. *Admitted only in Pennsylvania; supervised by Benjamin Olson.

    Thomas Kearney, Partner, Akerman, LLP

    Thomas Kearney joined Akerman from the Consumer Financial Protection Bureau's Office of Regulations, where he played a key role developing and drafting multiple mortgage originations related rulemakings. He most recently led the team responsible for the Home Mortgage Disclosure Act rulemakings. Thomas was also substantially involved in the CFPB's Truth in Lending Act - Real Estate Settlement Procedures Act Integrated Disclosure or Know Before You Owe rulemaking and the Ability-to-Repay and Qualified Mortgage rulemakings. He also worked on various CFPB outreach efforts regarding the Dodd-Frank Act Title XIV rulemakings, and handled guidance for industry and other CFPB offices on legal and regulatory issues arising under TILA, HMDA, FCRA, and RESPA. He was also responsible for providing regulatory guidance on supervisory matters to the OCC, FDIC, and other prudential regulatory agencies. Thomas' practice now centers on federal and state financial statutes and regulations. He assists lenders, financial technology companies, banks, and other financial services providers with navigating the wide range of challenges that arise under financial services laws, including UDAAP and regulatory implementation issues. He focuses his practice on issues arising under consumer financial laws, including the Truth in Lending Act, the Home Mortgage Disclosure Act, the Equal Credit Opportunity Act, and the Real Estate Settlement Procedures Act

    Michael O'Sullivan, Senior Vice President, Chief Knowledge Officer, Freedom Mortgage Corporation

    Michael O'Sullivan joined Freedom Mortgage Corporation in 2007. Prior to Freedom Mortgage he gained valuable and broad experiences in the mortgage industry ranging from roles in Underwriting, Sales and Operations Management and eBusiness Solutions.  As Vice President of eBusiness Solutions Michael helped to create a patented automated loan structuring engine. In his current role as Senior Vice President and Chief Knowledge Officer, he is deeply involved with compliance related efforts as well as enterprise level technology solutions.

    Melissa Kozicki, Director of Compliance, Mortgage Builder Software

    Melissa Kozicki is director of compliance with Mortgage Builder® Software. She has over 20 years experience in the mortgage banking industry, specializing in compliance and operations.

    Kozicki is a member of multiple mortgage associations and committees, and her contributions have been recognized as past recipient of the MMBA Distinguished Faculty of the Year award and honored as one of the 2015 Elite Women in Mortgage. Kozicki is the author of numerous publications and training courses, including federal compliance content for NMLS-certified continuing education courses.

  • Security Assessments, Frameworks & Compliance

    Location: Columbus A


    Speaker(s)

    Kevin Hayes, Senior Principal, Promontory Financial Group, LLC

    Kevin Leitao, Of Counsel, Ballard Spahr LLP

    Concurrent Session,

    Cybersecurity Track

    Read more Read less

    Understanding the security risks unique to your business model is critical to developing an effective risk management program. Utilizing existing frameworks can facilitate the implementation of an effective security process.  Panelists explain how the use of security assessments and frameworks can help you manage your security risks and maintain compliance.

    Speaker(s)

    Kevin Hayes, Senior Principal, Promontory Financial Group, LLC

    Kevin specializes in security risk management and defense of networks and national critical assets from advanced foreign adversaries. He has worked extensively on cybersecurity and privacy risk and control frameworks for US financial institutions.

    Kevin is a global cybersecurity expert, with more than 16 years of experience working with executive leaders in the U.K. and U.S. governments. Before joining Promontory, Kevin worked for more than four years in a diplomatic role at the British Embassy in Washington, managing the relationships between U.K. and U.S. government cybersecurity agencies. In this role, he helped address many complex and sensitive international cybersecurity issues to help both nations strengthen their defense of critical infrastructure. Prior to arriving in the U.S. in 2010, Kevin worked in a variety of U.K. government information-assurance and security roles at the Government Communications Headquarters. He has worked extensively with U.K. law enforcement, the Ministry of Defence, and other government departments, advising on security for classified systems. In his most recent role in the U.K., Kevin led a team of 30 cybersecurity professionals with a wide range of technical and policy skills relevant to the implementation of secure systems.

    Kevin Leitao, Of Counsel, Ballard Spahr LLP

  • What is Blockchain and What Might it Mean for Mortgage Lending?

    Location: Columbus I


    Speaker(s)

    Timothy M. Davis, Financial Services Advisory Managing Director, PwC

    Benjamin Jessel, Managing Principal, Digital Strategy, CapCo

    Brian Martin, Director, Sapient Global Markets

    Chitra Dorai, Ph.D., Vice President , Chief Technology Officer, Cognitive Services, IBM Global Business

    Concurrent Session,

    Emerging Technology Track

    Read more Read less

    There’s a lot of buzz around Blockchain’s potential in the financial services industry.  If you would like to understand what Blockchain is and what it might mean for the mortgage industry, plan to attend this session.

    Speaker(s)

    Timothy M. Davis, Financial Services Advisory Managing Director, PwC

    Tim, a financial services professional with more than 30 years of domestic and international experience, is a Managing Director in PwC’s Banking and Capital Markets Practice assisting banks, asset management and FinTech companies in developing and executing complex operational and strategic solutions.  He leads teams of professionals that assist clients in delivering application requirements, systems configuration and integration capabilities, financial management, business transformation and process improvement services.  Prior to joining PwC, Tim has served as a Senior Vice President of Operations in a large, global financial services institution, Vice President of Single Family Operations at a GSE, and as a Managing Director and National Practice Leader at large US based Consultancy. 

    Benjamin Jessel, Managing Principal, Digital Strategy, CapCo

    Ben Jessel leads the Distributed Ledger practice at Capco, a global financial services consultancy organization. Ben has led numerous Distributed Ledger projects for clients in the area of Syndicated Lending and Post Trade Derivatives processing. In addition, Ben has set up innovation labs and centers of excellence for top tier financial institutions.

    Ben is active in thought leadership and the conference circuit having published articles across both Distributed Ledger, scalable architectures and spoken at conferences including the IMN conference, and the MBA technology conference.

    Ben has been active in the digital and technology transformation domain for over 17 years. Prior to Capco, Ben worked at a variety of Big-4 consultancies including Accenture and Deloitte MCS where he was involved in operational transformation, and technology strategy.

    Brian Martin, Director, Sapient Global Markets

    Brian is a Director of Technology at Publicis.Sapient and Sapient Global Markets.  He joined Sapient in 2014 as a lead architect on the Common Securitization Platform before transitioning to a technical leadership position in Sapient’s AI Practice.

    Brian has over 20 years of professional experience including work in the graphic design, automotive, non-profit, and financial sectors.  Prior to joining Sapient, he spent over a decade working with proprietary trading firms leading efforts where his solutions have helped trading firms save millions in capital expense and achieve higher long-term ROI in technology.  His software expertise is focused in distributed system architectures, messaging and event based solutions, machine and deep learning applications, and parallel/quantum computation.

    Brian holds a MS in Computer Science from the University of Chicago and enjoys an active role as mentor to graduate students and high-school entrepreneurship students at multiple local high schools.  He is a panelist with the National Science Foundation, and was also one of the earliest beta testers of the D-Wave quantum computing solution.

    Chitra Dorai, Ph.D., Vice President , Chief Technology Officer, Cognitive Services, IBM Global Business

    Dr. Chitra Dorai is an IBM Fellow and a Master Inventor, and serves as the CTO for Cognitive Services in IBM's Business Process Services unit.  She has received numerous awards and recognition both externally and at IBM for her groundbreaking research and client-facing work in Banking, Financial Markets and Media & Entertainment industries over the last twenty five years.  Chitra received her Ph.D. in Computer Science with the Distinguished Academic Achievement Award, specializing in Computer Vision. She has co-authored 100+ technical papers in IEEE and ACM conferences and journals, edited a book and received 5 best paper awards at international conferences. She is also the co-inventor of 45 patents and has been recognized as a Master Inventor twice.  Chitra is frequently interviewed or cited in press, web articles and YouTube video on a wide variety of topics.  

  • How Consumer-Focused Design is Changing the World

    Location: Columbus I


    Speaker(s)

    Erin Lantz, Vice President & General Manager, Mortgages, Zillow Group

    Adam Ting, Head of Design, Blend

    Mark Burrage, Director, Digital Mortgage Devlopment, USAA

    Concurrent Session,

    Emerging Technology Track

    Read more Read less

    From Uber winning urban transportation to Venmo creating ease of payments between friends, innovative user interfaces have the ability to completely reshape a given market. Panelists explore how design is opening access to mortgages, and how it is  can create a better experience for borrowers and lenders without sacrificing the quality and detail needed for the application process, how it can increases mortgage access in underserved communities, and how data connectivity is enabling faster, yet more compliant, applications.

    Speaker(s)

    Erin Lantz, Vice President & General Manager, Mortgages, Zillow Group

    Erin is the VP & GM of Mortgages at Zillow Group, (NASDAQ:Z). Under her leadership since mid-2010, she has built one of Zillow Group’s fastest growing and most profitable businesses. Just prior to Zillow, Erin was Senior Vice President at Bank of America where she led the Direct-to-Consumer purchase home loan business.  Before entering the mortgage industry, she worked at the Boston Consulting Group.  She also serves on the board of directors of Washington Federal (NASDAQ: WAFD) and TrueCar (NASDAQ: TRUE). She holds a BA from the University of Pennsylvania where she graduated summa cum laude and phi beta kappa and a MBA from Harvard Business School. 

    Adam Ting, Head of Design, Blend

    Adam Ting is Head of Design at Blend, where he leads Blend’s efforts to bring consumer-grade user experiences to the mortgage industry.  He comes to Blend from Prophet, where he advised Fortune 500 clients on brand, marketing, and customer experience strategy.  Adam is a graduate of Stanford University, where he studied Architecture and Product Design.

    Mark Burrage, Director, Digital Mortgage Devlopment, USAA

    Mark Burrage is the director of strategy and process for USAA mortgage originations. He is responsible for building the long-term vision for mortgage sales and oversight of platforms and processes. Before joining USAA, Mark spent the majority of his career with World Savings and later via mergers with Wachovia and Wells Fargo. Throughout his career, Mark has led high performing organizations in all areas of mortgage origination and fulfillment including retail, call center, and correspondent. Mark has also led various other aspects of mortgage and consumer lending including loan servicing, collections, retention, and customer service. He was recognized with USAA Mortgage as part of the 2016 Tech All-Stars.

  • Improving Compliance and Reducing Risk Through Data and Predictive Analytics

    Location: Grand Ballroom B


    Speaker(s)

    Debbie Hoffman, Chief Legal Officer, Digital Risk, LLC

    Ben Wu, Executive Director, LoanScorecard

    John Vong, CMB, CMT, President, ComplianceEase

    William S. Packer, Chief Information Officer, Corporate American Financial Resources Inc.

    Concurrent Session,

    Regulation & Compliance Track

    Read more Read less

    Given the plethora of current regulations, lenders need to know if their policies and partners are in compliance. This session examines how new data and analytics solutions can help identify recurring patterns of defects to improve policies and workflows, monitor performance and output of your partners to reduce risk, and identify markets with heightened regulation where additional diligence should be considered.

    Speaker(s)

    Debbie Hoffman, Chief Legal Officer, Digital Risk, LLC

    Debbie Hoffman is the Chief Legal Officer at Digital Risk, LLC, and the Head of Legal, North America, at Mphasis and oversees the regulatory compliance and legal functions for the company and related client projects.  At Digital Risk, Debbie oversees and runs a corporate legal internship program helping to develop the next generation of attorneys in the mortgage industry. Debbie was previously a real estate finance attorney at the law firm of Thacher Proffitt & Wood and a professor of real estate law at the University of Central Florida.  Debbie was named as a 2017 “Hot 100” in Mortgage Professional America, selected as a 2016 and 2014 Woman of Influence by Housingwire Magazine and was awarded a 2015 Stevie® Award, Woman of the Year and a 2014 Stevie® Award, Female Executive.  She is a frequent author in industry periodicals, a speaker at conferences and events, as well as a guest lecturer at universities of higher education. Debbie obtained her J.D. from Albany Law School, cum laude, and her B.A. from the University of Michigan.  

    Ben Wu, Executive Director, LoanScorecard

    Ben Wu has been in the mortgage industry for over 23 years and is one of the founding members of CalyxSoftware. As a proponent of industry standards, his contributions have led to Calyx being awarded the Synergy Award as well as multiple Top 50 Service Provider awards from Mortgage Technology. Presently, Mr. Wu serves as Executive Director at LoanScorecard, a leading provider of automated decisioning solutions, working with industry constituents to understand their strategic, operational, and regulatory challenges. With the advent of ATR, Mr. Wu brought to market the first automated QM assessment tool. Since then, he actively works with participants in portfolio and non-agency lending, to address concerns and opportunities related to automated underwriting, loan pricing, credit risk models, and portfolio management. In 2016, Mr. Wu was awarded HousingWire’s Vanguard Award in recognition of his leadership and impact in mortgage finance.

    John Vong, CMB, CMT, President, ComplianceEase

    John serves as president of ComplianceEase that he co-founded in 2001. After first entering the mortgage industry by founding a mortgage bank in San Francisco in 1986.  He sold the bank to The Money Store and then First Union Bank in 1997 and 1998, respectively.  It was then that he developed his passion for compliance risk. He is a frequent speaker in industry events and contributor to various media in the trade; his articles include current issues and technology developments that affect regulatory compliance.  Vong received the 2015 Vanguard Award by the HousingWire magazine for extraordinary leadership in the housing economy. He was named the Technology All-Star by the Mortgage Banking in 2010 for his success and contribution to the mortgage industry.  John was awarded the designations of Certified Mortgage Banker (CMB) and Certified Mortgage Technologist (CMT) from the Mortgage Bankers Association. He holds a BS in Business Administration from Berea College in Kentucky.

    William S. Packer, Chief Information Officer, Corporate American Financial Resources Inc.

    Bill joined AFR in June 2015 and serves as the Company’s Chief Information Officer.  Bill has over 25 years in financial services in a variety of leadership roles in areas such as sales, operations, project management, ecommerce, retail banking, consumer and mortgage lending as well as technology.  Prior to joining AFR, Bill held leadership positions at Bank of America most recently as the Senior Vice President, Application Programming Executive in Bank of America’s Home Loans technology organization where he supported both 1st mortgage and Home Equity business’.   Bill has previously had roles as the Service Delivery Executive, Chief Technology and Chief Information Officer roles as well as Information Security Officer and Privacy Officer at a variety of Mortgage and Home Equity Banking institutions.  Bill was a senior faculty member at Keller University (2001-2005) and he has served on boards for a variety of non-profit organizations.  Amongst several other philanthropic endeavors, Bill is currently part of New York Aquarium’s volunteer scuba diving team.   Bill holds an MBA in Finance from Hofstra University, a BA in Economics from NYU, has been a certified project manager (PMP) since 1998 and also earned the GSEC designation from the SANS institute (2002-2004).  He has completed the University of Virginia, Darden School of Business Bank of America Technology Development  program (2010) and the Harvard University, Bank of America Executive Development Program (2012). 

  • Mobilizing the Mortgage Experience

    Location: Columbus C


    Speaker(s)

    Matt Hansen, Chief Executive Officer, SimpleNexus, LLC

    Abhinav Asthana, Product Manager, Tavant Technologies

    Gary D. Clark, CMB, Chief Operating Officer, Sierra Pacific Mortgage

    Joe Wilson, Executive Vice President, technology, Fairway Independent Mortgage Corp.

    Concurrent Session,

    Data, Analytics & Standards Track

    Read more Read less

    Today’s consumer demands access to services wherever they are, from whatever device they are using.  This session provides insights into consumer expectations for mobile access to mortgages, technology trade-offs, and regulatory requirements

    Speaker(s)

    Matt Hansen, Chief Executive Officer, SimpleNexus, LLC

    Matt Hansen started SimpleNexus.com in early 2011 as a family favor.  Prior to SimpleNexus, Matt architected and led software projects for a variety of industries.  From clinical diagnostic software in medicine to document storage for Bank of America, Matt has acquired a deep understanding of security, infrastructure, and usability in software.  Since it's inception, SimpleNexus has grown to represent 150+ enterprise brands

    Abhinav Asthana, Product Manager, Tavant Technologies

    Abhinav is a Director with Tavant Technology and heads their product strategy and new initiatives, where he manages the lending product suite, digital strategy and next generation enterprise lending platforms.  He is instrumental in advancing Tavant’s product expansion into new business channels and geographic markets. Abhinav has spent several years in the lending technology industry managing innovation for loan origination product suites including mobility and UX strategies. He has authored several papers on design thinking in the lending industry and has been a speaker on several panels at industry conferences.

    Gary D. Clark, CMB, Chief Operating Officer, Sierra Pacific Mortgage

    Gary Clark is the Chief Operating Officer of Sierra Pacific Mortgage (SPM), an Independent Mortgage Banker headquartered in Folsom, California.   As Chief Operating Officer, Gary is responsible for overseeing Operations, Compliance and Technology for SPM which operates from eight regional centers across the US and currently services in excess of 50,000 loans for Fannie Mae, Freddie Mac and Ginnie Mae.  Gary is currently leading the efforts to introduce a new retail origination platform, an online consumer portal, and a web modernization project for Sierra Pacific which is going into a beta release in early April.

    Prior to joining SPM Gary served as the President of a regional independent mortgage banker, orchestrating their growth from broker to banker including building a servicing portfolio.  In 2014 the company was successfully sold and Gary joined SPM as their COO.

    Gary has more than thirty years of experience in all facets of mortgage banking including origination, operations, compliance, technology, construction lending and secondary marketing.  He is currently a member of the Compliance Committee for the Mortgage Bankers Association and is a member of the Executive Council for the California Mortgage Bankers Association. 

    Joe Wilson, Executive Vice President, technology, Fairway Independent Mortgage Corp.

    As EVP Advanced Technology, Joe oversees the entire suite of mortgage technology products, including Encompass, SimpleNexus, various CRM’s, and business reporting tools. Having worked at various mortgage technology firms as well as originated, Joe brings a unique perspective to the IT environment at Fairway. The team manages all things related to Encompass, including administration, project management and support.

     

  • Third Party Vendor Oversight

    Location: Columbus A


    Speaker(s)

    Shawn Malone, CISSP, CIPP/US, CTPRP, Vice President, Business Compliance, Radian Guaranty Inc.

    Jeff Moyer, Chief Product and American Mortgage Solution Strategy Officer, First American Mortgage Solutions

    Daniel McLaughlin, Managing Director, The Hilltop Companies

    Concurrent Session,

    Cybersecurity Track

    Read more Read less

    The use of third parties to perform services can be a great business decision, but does not absolve a mortgage company of the need to manage security risks.  Understanding the risks unique to your third parties, and how to execute effective oversight, is critical to managing your security risk.  Attend this session to learn how to effectively and efficiently manage your third party risk.

    Speaker(s)

    Shawn Malone, CISSP, CIPP/US, CTPRP, Vice President, Business Compliance, Radian Guaranty Inc.

    Shawn Malone is Vice President, Business Compliance for Radian Group Inc., a leading provider of private mortgage insurance and mortgage real estate services headquartered in Philadelphia, PA.

    Mr. Malone is responsible for data security relative to regulatory and client requirements and provides a key leadership role in security and data privacy governance and compliance.  He leads both the Customer Due Diligence response process and the Vendor Security Assessment program.  He is the lead for Radian's participation in the Shared Assessments Program for Third Party Risk Assurance.  He provides leadership to the organization in security and data protection strategy, policy, operations, third party risk and records management.  Mr. Malone has 30 years of industry experience in secure systems strategy, architecture, development, project engineering, implementation, governance and compliance, risk management and information security program operations.

    Prior to joining Radian as the company's first Information Security Director, Mr. Malone was Regional Manager and Consultant with Forsythe Solutions providing a full range of security services and product support.  Before joining Forsythe, Mr. Malone led Professional Services in the Northeast U.S. for Telenisus, a Managed Security Services Provider, with responsibility for development and execution of strategic security consulting activities.  Prior to Telenisus, he held various technical and project management leadership positions with Lockheed Martin for satellite communications programs and network security initiatives.

    Mr. Malone is a Certified Information Systems Security Professional (CISSP) and holds the Information Systems Security Management Professional (ISSMP) and Architecture Professional (ISSAP) designations from ISC2.  He is also a Certified Information Privacy Professional (CIPP/US) as designated by the IAPP and a Certified Third Party Risk Professional (CTPRP) as designated by Shared Assessments.  He is a member of the Institute of Electrical and Electronics Engineers (IEEE).

    Mr. Malone is Vice-Chair of the Shared Assessments Program Steering Committee and serves as Chair of the Shared Assessments Implementation Best Practices Awareness Group.  He serves as Chair of the Information Security Working Group within the Mortgage Bankers Association Residential Technology Forum and is a member of the Advisory Council for SecureWorld Philadelphia.

    Mr. Malone received a Bachelor of Science in Engineering from State University College at Buffalo, a Master of Science in Network Security from Capitol Technology University in Laurel, Maryland, and participated in the Executive Education Program in Finance from Pennsylvania State University in State College, Pennsylvania.

    Jeff Moyer, Chief Product and American Mortgage Solution Strategy Officer, First American Mortgage Solutions

    As chief product and strategy officer for First American Mortgage Solutions, Jeff Moyer provides oversight for product development, marketing and valuations, and also leads the business development strategic road map for these areas of the business.

    Previously Jeff served as president of Interthinx® (now First American), which provided risk mitigation services and decision analytics for financial service markets. Prior to that he held senior leadership positions with Sysdome, Xerox Corp., Cadbury Schweppes, and Homestore.

    Jeff’s areas of expertise include collateral risk and valuation, regulatory compliance, forensic loan audit, loss mitigation, loss forecasting and servicing, and post-close and prefunding quality control. He has a bachelor’s degree in economics from the University of California, Los Angeles.

    Daniel McLaughlin, Managing Director, The Hilltop Companies

    Dan has been redesigning business processes and integrating new technologies in the mortgage banking industry for more than 30 years. Dan is a founder of MERS and was the architect of the MERS® System, the MERS® Commercial System and the MERS® eRegistry. He designed the business processes and procedures under which MERS operates. He has extensive knowledge of eMortgage concepts, eNote adoption strategies and developing and operating mortgage loan registries. He is experienced in cyber security risk assessment and remediation solutions, SSAE 16 reports and the Shared Assessments Program.

  • HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Matic is presenting how cutting-edge lenders, LOS companies, and mortgage portals are reducing turn times and improving the customer experience with a new way to do homeowners insurance during the mortgage.

  • Live Demo: PCLender on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Lunch,

    Session Type: Networking Opportunities

    Read more Read less

    Delivers a total mortgage solution to integrate consumer direct, automated workflow, Day 1 Certainty™ from Fannie Mae and Freddie Mac’s Loan Advisor Suite® to simplify today's lending complexities for community banks, credit unions and mortgage bankers.

Tuesday, March 28, 2017

  • Registration

    Location: Grand Ballroom Registration

    Registration

  • Continental Breakfast

    Location: Grand Ballroom Foyer

    Breakfast

  • General Session: Economic Update - What it Means for IT and 2017 MBA Awards

    Location: Grand Ballroom D


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    General Session

    Read more Read less

    Economic and market conditions greatly influence consumer choice and corporate investments.  Mike Fratantoni, Chief Economist and President of MISMO, will provide an overview of today’s market and MBA’s economic forecast to help you plan for the future.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, 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.

  • General Session: Tech Showcase II

    Location: Grand Ballroom D


    Speaker(s)

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

    General Session

    Read more Read less

    MBA’s Technology Showcase offers innovative products built to meet the specific technological needs of the mortgage industry. Executives from exhibiting companies provide a live, 6-minute demonstration of one product, and are available at their booth immediately after to answer your questions. The Tech Showcase is fast, furious, and fun!

    Schedule

    Down Payment Resource (DPR) - Helps lenders engage new borrowers by helping them overcome the biggest hurdle to homeownership--the down payment. With DPR, lenders can automate the process of matching buyers, properties and homeownership programs, making affordable lending initiatives more efficient and scalable.
    www.DownPaymentResource.com

    IncomeGenius - Indecomm’s OCR enabled income analysis solution, streamlines the income calculation process.  Learn how IncomeGenius can dramatically increase efficiency and reduce your exposure to risk.
    http://www.indecomm.net/IncomeGeniusApp/

    QuestSoft Compliance EAGLE - Provides instant reviews of HMDA, NMLS MCR, LEF, every law, rule and regulation, and guaranteed TRID fees all within a few seconds.

    Tavant VELOX  - Digital product suite offering a fluid omni-channel experience and high velocity execution: from home discovery to loan funding. 

    Maxwell - Cloud collaboration platform that empowers mortgage professionals to be more connected, productive and successful by intelligently automating their workflow with homebuyers and realtors. Lenders and their customers close loans up to 45% faster using Maxwell -- our connectivity to thousands of financial institutions to automate document collection, data analytics, intuitive user experience design, automated notifications, secure cloud storage, and stakeholder collaboration bring the mortgage process together on one seamless platform.
    www.maxwell.com

    Simplifile Post Closing - The only service that closes the lender and settlement communication gap on critical post-closing insights and documentation. Lenders can now follow the real-time status of loans throughout recording, and receive all recorded documents, final fees, and final title policy electronically.
    https://simplifile.com/videos/collaboration-post-closing-video/

     

    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.

  • Refreshment Break in THE HUB

    Location: Riverside Exhibit Hall

    Refreshment Break

  • THE HUB is Open

    Location: Riverside Exhibit Hall

  • Live Demo: ACI Worldwide on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Provides holistic payment solutions including debit card payment for mortgage servicers with flexible billing solutions.

  • Live Demo: EOriginal on THE SIDE STAGE

    Location: Riverside Exhibit Hall

    HUB Event,

    Session Type: Networking Opportunities,

    Session Type: THE SIDE STAGE

    Read more Read less

    Fully electronic mortgage platform that is perfect for disruptive lending market participants and addresses the gaps that have long hampered broader adoption of digital mortgage platform.

  • Cognitive Technology and the Future of Lending

    Location: Columbus C


    Speaker(s)

    Steven C. Arnold, CMB, Mortgage Operations Executive, IBM

    Niraj Patel, Chief Information Officer Lending Industry Platforms, IBM

    Manish Arya, Chief Technology Officer and Co-Founder, Tavant Technologies

    Trey Barnes, Principal, IndustryVault

    Concurrent Session,

    Data, Analytics & Standards Track

    Read more Read less

    Speaker(s)

    Steven C. Arnold, CMB, Mortgage Operations Executive, IBM

    Arn is an IBM Executive that has been in mortgage banking for over 20 years. His expertise is in technology and operations development across the mortgage eco-system. He is focused on IBM’s Mortgage practice and the digitization of the customer experience and operation; adaptable cognitive business processes; robotic process automation; intelligent management systems; advanced analytics and cognitive systems

    Niraj Patel, Chief Information Officer Lending Industry Platforms, IBM

    Niraj is an IBM executive with 20+ years of innovative, energetic leadership with a unique combination of expertise in business, technology, operations, start-ups, mergers and acquisitions and private equity in US, Asia, and Europe. Leadership roles include Chief Strategy Officer, EVP and CIO, co-founder and president of ISGN. These roles, in addition to private equity and venture capital experiences, have honed Niraj’s ability to build and manage scalable industry-leading information technology departments and technology enterprises

    Manish Arya, Chief Technology Officer and Co-Founder, Tavant Technologies

    Manish is Tavant’s Co-founder and CTO, with a focus on analytics and big data. Tavant provides software technology and consulting services to the consumer lending industry for omni-channel experiences and high velocity execution, incorporating AI and other data-driven technology. Prior to joining Tavant, Manish worked at Amazon.com on catalog management and scaling efforts. Prior to that he was the Chief Architect at Junglee (which Amazon later acquired). Junglee was one of the early pioneers in comparison shopping technology. Earlier in his career, Manish worked in the database group at IBM's Almaden Research Center, developing extensions to relational technology for accessing external data and for spatial indexing. Manish holds B.S. EECS and M.S. CS degrees from UC Berkeley.

    Trey Barnes, Principal, IndustryVault

    William H. “Trey” Barnes is currently a Co-Founder and Principal at IndustryVault focused on growth strategies and business development. He was one of the owners of McDash Analytics prior to acquisition and has worked extensively developing products and solutions for the Government, Servicing and Capital Markets verticals. Trey spent over a decade within Servicing and Credit Risk prior to joining McDash and most recently managed the enterprise data strategy for Black Knight Data and Analytics. In this capacity he managed one of the largest data repositories in the nation with the responsibility to monetize these assets through product development, strategic relationships and/or partnerships.

  • Return on Experience ("ROE"): The New ROI

    Location: Columbus I


    Speaker(s)

    Joey McDuffee, Head of Sales & Marketing, Wipro Limited

    Ahmet Hacikura, Partner, Oliver Wyman

    Sanjeev Malaney, Chief Executive Officer, Capsilon

    Pranav Kiran (P.K.) Parekh, Vice President, Discover Home Equity Loans

    Concurrent Session,

    Emerging Technology Track

    Read more Read less

    For the lender, delivering a customer experience represents a significant opportunity to drive competitive advantage as well as its biggest hurdle.  This panel explores how lenders can frame products, services, systems and delivery around customer behavior to achieve the ultimate return on experience (ROE).   

    Speaker(s)

    Joey McDuffee, Head of Sales & Marketing, Wipro Limited

    A chief architect of growth and development with 25 years of experience in mortgage, Joey pairs his product marketing and technical acumen with his philosophy of client-powered innovation to catalyze advancements in loan origination technology. As Head of Mortgage Insights, Sales, and Marketing at Wipro Gallagher Solutions, Joey enables growth strategies by engaging a diverse client and industry portfolio (mortgage, consumer, commercial and wealth management), analyzing lender processes, and identifying and solving for key operational gaps. When he is not advancing growth opportunities at Wipro Gallagher, Joey wastes no time; he uses his experience, connections, and industry resources to research product development opportunities and anticipate key trends that impact the future of loan origination. In his off time, Joey loves golfing, skiing, and collecting vinyls.

    Ahmet Hacikura, Partner, Oliver Wyman

    Ahmet Hacikura is a Partner at Oliver Wyman where he leads much of the firm’s work in mortgage banking.  This includes co-leading Oliver Wyman’s extensive research into the mortgage markets covering: competitive dynamics, mortgage borrower buying habits, mystery shopping, the role of technology, advances in digital capabilities and the challenge of change management.  He has 16 years of financial services strategy consulting experience spanning business strategy, operational transformation, customer experience, compliance and analytics.

    Sanjeev Malaney, Chief Executive Officer, Capsilon

    Sanjeev is responsible for leading and scaling Capsilon to fuel its vision of powering the modern digital mortgage factory. He has over 20 years of experience in the management and development of large-scale, mission-critical SaaS products and services in high-growth environments. Prior to founding Capsilon, Sanjeev was chairman, founder and CEO of MediaTel Corporation, a leading provider of electronic document delivery services.

    Pranav Kiran (P.K.) Parekh, Vice President, Discover Home Equity Loans

    Pranav Kiran Parekh (“PK”) is Vice President and Head of Discover Home Equity Loans, a role he has held since 2014. Prior to this role, he was Vice President of Marketing for Discover Home Loans. Prior to that, he launched Discover Student Loans and grew it to be the third largest originator of private student loans in the U.S. He also held roles in operations strategy for Discover Card.

    Prior to Discover, PK was a management consultant for clients in multiple industries. Most of his consulting work related to turnaround strategy, profit improvement, and collections operations. He holds a BA with concentrations in Biological Sciences and South Asian Studies as well as an MS in Financial Mathematics from the University of Chicago.

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