Schedule

We can't wait to be in person again in Orlando! To see what we did last time we met in person at Servicing Solutions 2020, you can download the schedule here

Looking to meet our attendees where they are and create a home base for your company at Servicing Solutions? Meeting space may be available for rental in the Hyatt Regency Orlando. Learn more and submit a meeting space request.  Alternatively, hospitality suites on a hotel guestroom floor may be available for reservation. Learn more and submit a suite request. Email Rosalyn Milliken if you have questions.

Note: Schedule subject to change.

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Thursday, February 24, 2022

  • INNOVATION & TECHNOLOGY TRACK: Modernizing Servicing with Software and Blockchain


    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

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    Mortgage tech has made great strides in origination, and now it’s time to finish the job of modernizing the $11 trillion servicing space, where lifetime customer relationships are managed and grown. This session is a playbook for how to make servicing the nerve center for customer retention, engagement, and cross-sell, while also making MSRs more portable and profitable. To do this requires both software modernization AND core infrastructure changes that blockchain is finally making a reality. Learn the 3 fastest ways to modernize your consumer servicing experience in 2022, and how s
    blockchain works within your existing tech stack, and which matter most for servicing.

    Speaker(s)

    Julian Hebron, Founder & CEO, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales and strategy consultancy to banks, lenders, and fintechs, and a consumer finance media brand. He advises top innovators in lending, banking, and housing on their most important and complex issues. With over 25 years in executive sales and marketing roles for companies like UBS, Wells Fargo, loanDepot, and LendUS -- as well as today's fintech disruptors -- Julian’s accessible analytical style distills the noisy consumer finance and real estate space into clear insights that banking, housing, and fintech leaders can relate to.

  • POLICY & COMPLIANCE TRACK: Servicing Loans Post-Moratorium


    Speaker(s)

    Lisa Lee Esq., Shareholder, KML Law Group, P.C.

    Lance Olsen, Managing Partner Pacific Northwest, McCarthy & Holthus, LLP

    Sally Garrison, Managing Member, The Mortgage Law Firm

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    This session focuses on default servicing issues observed in the first six months following the end of the extended foreclosure moratoria. Topics include compliance with new and emerging federal regulation including the changes to Regulation X; compliance with state law restrictions imposed during and after the moratoriums; judicial response to the resumption of foreclosure and the standards of evidence imposed to prosecute cases going forward; and much more.

    Speaker(s)

    Lisa Lee Esq., Shareholder, KML Law Group, P.C.

    Lance Olsen, Managing Partner Pacific Northwest, McCarthy & Holthus, LLP

    Lance Olsen joined McCarthy and Holthus in 2015 as the Managing Partner for the Northwest offices. Lance brings more than 25 years of experience representing the interests of institutional and individual creditors in all manner of default and litigation related matters. Lance graduated magna cum laude with a degree in Economics from Western Washington University and earned his law degree from Seattle University, also magna cum laude. Admitted to practice in Washington, Oregon and Idaho, Lance is AV rated, has been recognized by a variety of publications for outstanding legal work, has served in leadership positions for numerous professional organizations, and is a frequent lecturer on topics ranging from bankruptcy to best practices in the area of default servicing.

    Sally Garrison, Managing Member, The Mortgage Law Firm

    Sally Garrison is the Managing Member of The Mortgage Law Firm in Oklahoma. She received a B.A. in Economics, Environmental Science, and Political Science, from Claremont McKenna College in 1995. She received her J.D. from the University of Oklahoma, College of Law, in 2000. During her studies at the University of Oklahoma (OU), she also attended the Oxford Summer Program at Queen’s College, focusing on the European Union and Intellectual Property. Before beginning her work in real estate litigation, Sally taught as an adjunct professor at the University of Oklahoma College of Law in the areas of Intellectual Property, Copyright, Contracts, and Law in Cyberspace. She assisted in the research and editing of Copyright in a Global Information Economy, ISBN 0-7355-2430-0; Toward an International Fair Use Doctrine, Columbia Journal of Transnational Law, 2000, Volume 39, No. 1; and Givers, Takers and Other Kinds of Users: A Fair Use Doctrine for Cyberspace, Florida Law Review, January 2001, Volume 53, No. 1. From 2001 to 2008, Sally worked as in-house counsel for OU, representing various departments and organizations including Student Affairs, OU Police Department, Sam Nobel Museum, Alumni Affairs, Development, Housing and Food Services, and the University Outreach, among numerous others. Her work includes motion practice, non-jury and jury trial work, and appellate practice. In addition to firm work, she has consulted with local law firms to provide system, efficiency, and managerial advice. She is a graduate of the Stagen Leadership Academy Integral Leadership Program, and was awarded the “black belt” for her work in communication, influence, and motivation. She serves on the board of directors for the USFN and for Savannah’s Station Therapeutic Riding Program, an organization that provides horse-riding therapy for children with special needs (savannahstation.org).

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    Join us for an afternoon of informative content specially curated for servicers and property preservation professionals. This two-part series covers today’s most pressing issues and allows for peer interaction. Hosted by Safeguard.

  • PROPERTY PRESERVATION TRACK


    Speaker(s)

    Nanci Weissgold, Co-Chair, Financial Services & Products Group and Co-Leader, Consumer Financial Services Team, Alston & Bird, LLP

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    Join us for an afternoon of informative content specially curated for servicers and property preservation professionals. This two-part series covers today’s most pressing issues and allows for peer interaction. Hosted by Safeguard.

    Speaker(s)

    Nanci Weissgold, Co-Chair, Financial Services & Products Group and Co-Leader, Consumer Financial Services Team, Alston & Bird, LLP

    Nanci Weissgold co-chairs Alston & Bird's Financial Services & Products Group and co-leads the Consumer Financial Services Team. She maintains a national regulatory compliance practice representing consumer financial products and services providers on federal, state, and agency requirements, including valuation and mortgage lending and servicing. Her pragmatism preparing for, and responding to, CFPB, FHA, state, and other administrative actions is highly valued by her clients. Nanci is an American College of Consumer Financial Services Lawyers Fellow and nationally ranked by Chambers USA in Financial Services Regulation: Consumer Finance (Compliance).

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    Join your peers for an update on Successors in Interest and the additional challenges presented by COVID. Facilitated by subject matter experts, come ready to ask questions, share insights and make new connections to help you meet the requirements ahead.

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    For the first time in almost 50 years, the NFIP’s premium rating structure has been updated. Risk Rating 2.0 incorporates modern insurance industry technologies to price flood insurance for each home individually rather than by flood zone. It will provide more accurate rates as property-specific characteristics, such as a building’s unique elevation, distance to water and cost to rebuild will be factored in as well as other flood risk factors. While most policyholders will see rate decreases, some will see significant increases when rates for existing policies go into effect on April 1st. Join us to learn more about what Risk Rating 2.0 is and how to help prepare your customers for the changes.

Friday, February 25, 2022

  • Servicing Super Session


    Speaker(s)

    Loretta Salzano, President, Franzen and Salzano, PC

    Michael Waldron, General Counsel/CCO, Community Loan Servicing, LLC

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    Join your colleagues at the Super Session for an energetic discussion on the latest issues in servicing. Bring your comments and questions on today’s industry hot topics. This session is interactive and a great forum and summarizing the week’s learning. Casual attire welcome; come for as long or as little as your schedule allows.

    Speaker(s)

    Loretta Salzano, President, Franzen and Salzano, PC

    Loretta Salzano founded the firm in 1997 to provide practical legal solutions to mortgage lenders. The firm takes pride in its unique ability to counsel clients on how to achieve their goals while navigating the complex tapestry of federal law and the laws of all 50 states. Loretta focuses on fair lending, compensation and RESPA. She also prepares contracts (including warehouse and loan purchase agreements); troubleshoots to mitigate damages; and advocates with regulators. Among her many honors, Loretta was named a Top Compliance Lawyer by Mortgage Compliance Magazine and serves as Legal Counsel to the Mortgage Bankers Association of Georgia.

    Michael Waldron, General Counsel/CCO, Community Loan Servicing, LLC

    Michael S. Waldron is the General Counsel and Chief Compliance Officer of Community Loan Servicing where he is responsible for the Compliance and Oversight Department’s management, leadership and direction as well as the company’s overall legal and compliance strategy. Prior to joining Community, Michael was Practice Leader of Ballard Spahr’s nationally recognized Mortgage Banking Group. With over 20 years servicing the industry in a wide variety of legal and compliance-related functions, Michael is known for his ability to navigate the regulatory landscape and build relationships that add value to those with whom he works.

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