Schedule

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

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Tuesday, November 27, 2018

  • Committee Meeting

  • Registration

    Location: Capital Terrace,
    Second Floor

    Registration

  • Opening Reception

    Location: Congressional Room,
    Second Floor

    Networking Opportunities,

    Reception

  • mPact Event: Everyone Can Lead: Advocating for Inclusion from Every Level

    Location: Senate Room,
    Second Floor


    Speaker(s)

    Trina Govan Scott, Vice President, Diversity and Inclusion, Quicken Loans, Inc.

    mPact Event

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    Join us for an engaging event, that will highlight how to be a leader of inclusion regardless of your position or title. Trina Scott, Vice President of Diversity and Inclusion of Quicken Loans, Inc., and Stefen Welch, Director of Diversity and Inclusion at Quicken Loans, Inc., will lead an in-depth and interactive discussion on how you can be a leader of diversity and inclusion within the real estate finance industry.

    Speaker(s)

    Trina Govan Scott, Vice President, Diversity and Inclusion, Quicken Loans, Inc.

    Native Detroiter Trina Govan Scott is passionate about people and driven to create a work environment where team members are comfortable being themselves.  As Vice President of Quicken Loans Family of Companies Diversity and Inclusion, Trina develops the strategy and infrastructure that foster a culture of inclusivity and diverse perspectives. She is passionate about people and creating a work environment grounded in collaboration and freedom for self-expression. She also seeks to build positive connections between the Quicken Loans Family of Companies and local communities, by helping to attract and engage top diverse talent.  Trina joined the Quicken Loans Family of Companies in early 2017 after 10 years with a public accounting firm where she focused on corporate social responsibility and rolled out diversity and inclusion initiatives at the company’s three office locations.  Trina is innately passionate about the community and committed to providing underserved young people with the resources necessary to flourish both personally and professionally.

Wednesday, November 28, 2018

  • Registration

    Location: Capital Terrace,
    Second Floor

    Registration

  • Continental Breakfast

    Location: Capital Terrace,
    Second Floor

    Breakfast,

    Networking Opportunities

  • Opening General Session:Leading the Charge - Real Estate Finance Executives Making A Difference

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Karen Buck, Head of Commercial, Retail and Payment Operations, TD Bank

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    David Hrobon, President and Chief Executive Officer, Wintrust Mortgage, a Division of Barrington Bank & Trust Company, N.A.

    Kristy Fercho, President, Mortgage, Flagstar Bank, FSB

    Susan Stewart, 2019 MBA Vice Chairman, Chief Executive Officer, SWBC Mortgage

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Jeffrey T. Majewski, Executive Managing Director, CBRE Capital Markets

    General Session

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    Leading executives from a range of business models in both residential and commercial/multifamily real estate share their success stories and reflect on their strategies to address their biggest challenges in moving D&I initiatives forward. Corporate culture, staffing, market outreach and more are all topics of discussion.

    Speaker(s)

    Karen Buck, Head of Commercial, Retail and Payment Operations, TD Bank

    Karen Buck is Head of Commercial, Retail and Payment Operations for TD Bank. She leads operations supporting the Regional Commercial, Corporate & Specialty and Retail bank. Karen is a Customer-centric leader who focuses on people, process and technology to continue to build the better bank.  Karen's background includes over 25 years of experience in the financial services industry. Her career has spanned 4 countries, 7 cities and 14 different roles throughout various business segments at TD. Before joining TD Bank in the U.S. in 2008, Karen held several leadership positions with TD Mutual Funds, TD Canada Trust and TD Waterhouse Group with assignments in the U.S., Hong Kong and Australia.

    Eddy Perez, CMB, President, Equity Prime Mortgage LLC

    Proud co-founder of Equity Prime Mortgage LLC. Perez is a seasoned professional with experience holding multiple executive level positions. He has personally closed over 3,000 loans since entering into the mortgage business.  As President of Equity Prime Mortgage, his responsibilities include overseeing sales, EPM’s growing diversity initiative, capital markets, finance and marketing.

    David Hrobon, President and Chief Executive Officer, Wintrust Mortgage, a Division of Barrington Bank & Trust Company, N.A.

    David Hrobon, President and CEO of Wintrust Mortgage, a division of Barrington Bank & Trust Company, N.A., an affiliate of Wintrust Financial Corporation (NASDAQ: “WTFC”). With the company since 1994, David is responsible for managing all aspects of the organization. In addition to his duties at the mortgage company, David sits on several Boards and Committees for the WTFC Holding Company and participates in the MBA Consumer Affairs Advisory Council (CAAC) and MBA LO Comp Task Force. An industry veteran since 1985, David has held many sales, mid-management, and senior management positions prior to joining Wintrust. His previous employers include: Medallion Mortgage, Sears Mortgage, Consumer Mortgage, CitiFed Mortgage, and The Kissell Company  Wintrust Mortgage currently employs approximately 1100 employees and lends in all 50 States through traditional retail, consumer direct, and correspondent loan origination channels. Wintrust Mortgage originated $4.4 billion of residential mortgage loans in 2017 and services approximately $7 billion of residential loans. David is an active supporter of the Chicagoland Chapter of Habitat for Humanities and was co-sponsor of the 2017 Habitat Heroes annual fund raising event. David was also awarded the Illinois Association of Mortgage Bankers “Star Award” in 2016 and the “Who’s Who in Chicagoland Real Estate” award by Chicago Agent Magazine in 2014.

    Kristy Fercho, President, Mortgage, Flagstar Bank, FSB

    Kristy Fercho is President of Mortgage for Flagstar Bank, reporting into the President and Chief Executive Officer for the bank. In her role, Fercho is responsible for direction and oversight of all aspects of mortgage and secondary marketing and for the continued expansion of Flagstar’s mortgage business. Flagstar originated $32 billion in home loans in the last 12 months.  Prior to Flagstar, Fercho spent 15 years with Fannie Mae, most recently as senior vice president, customer delivery executive, responsible for the end-to-end strategy and business performance of all single-family customers in the western United States, resulting in acquisition volume of over $300 billion. Her experience in the mortgage industry is broad and deep, covering mortgage originations, fulfillment, risk management, secondary marketing, servicing, technology initiatives and regulation.  Prior to joining Fannie Mae, Fercho worked with PepsiCo for more than eight years, most recently as Director of HR for several corporate functions worldwide. Fercho began her career at Baxter Healthcare with positions in sales, operations, and HR.  Fercho serves on the board of directors of the Mortgage Bankers Association, and was president of the board for Habitat for Humanity, Chicago. MReport recognized her as one of the Top Women in Housing, and Diversity Journal listed her among its Women Worth Watching.

    Susan Stewart, 2019 MBA Vice Chairman, Chief Executive Officer, SWBC Mortgage

    Susan Stewart joined SWBC in 1989 and serves as the Chief Executive Officer of SWBC Mortgage Corporation. Beginning with just 3 employees, Susan has grown the company to the over 615 individuals operating in 39 states with annual sales in excess of 3 billion and a servicing portfolio exceeding 9 billion. Additionally, she has guided the company through multiple acquisitions and the approval process to become an approved seller/servicer for both FNMA and FHLMC, and an approved GNMA issuer. Susan received her BBA from the University of the Incarnate Word. She currently serves as a member of the board of the Mortgage Bankers Association, the MBA’s Residential Board of Governors, and the Open’s Doors Foundation. She is a past president of the Texas Mortgage Bankers Association and the San Antonio Mortgage Bankers. In addition, she was appointed to the Texas Mortgage Industry Advisory Committee by the Commissioner of the Texas Savings and Mortgage Banking Division. In 2009, Susan received the Texas Mortgage Bankers Distinguished Service Award.

    Robert D. Broeksmit, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    Robert Broeksmit (Bob) is President and CEO of the Mortgage Bankers Association (MBA). Bob is a senior finance executive and corporate officer with a 33-year career in the mortgage sector. He has directed all aspects of lending activities, including marketing, sales, operations, secondary marketing, loan servicing, and default management. He has also served as a mortgage underwriting expert testifying on many large, high-profile cases.

    Prior to joining MBA in 2018, Bob served as President and Chief Operating Officer with Treliant, heading the firm's mortgage litigation support practice and serving diverse financial services clientele including large banks, independent mortgage lenders, community banks, credit unions, and service providers to the mortgage industry. As a Washington-based financial services consultancy, Treliant's mortgage practice included strategic advisory for executive management and corporate boards; litigation defense, including file reviews, litigation strategy, expert reports, and expert testimony; CFPB examination preparation and implementation of mortgage regulations promulgated by the CFPB and other regulators; and operational aspects of mortgage banking, ranging from origination to servicing and loss mitigation.

    Before Treliant, Bob held senior leadership positions in the mortgage business, including fourteen years with Chevy Chase Bank (including after its purchase by Capital One), where he was Executive Vice President and President of its B.F. Saul Mortgage Company subsidiary. Bob also was a Vice President at Prudential Home Mortgage for seven years. He has overseen annual originations of $9 billion, a balance sheet of $10 billion in residential mortgages, and a servicing portfolio of $20 billion. He also held positions at Great Western Mortgage, Krupp Residential Mortgage, and The Money Store.

    Bob has served as the Chairman of the Mortgage Bankers Association's Residential Board of Governors and as a member of its Board of Directors. Firms under his leadership have garnered multiple awards for servicing operations excellence, including Freddie Mac's Tier One and Hall of Fame designations. He is a Certified Mortgage Banker (CMB) and a graduate of Yale University.

    Jeffrey T. Majewski, Executive Managing Director, CBRE Capital Markets

    Jeff Majewski is the chief operating officer of CBRE Capital Markets, which combines the firm’s Debt & Structured Finance platform with its Investment Properties sales platform. Jeff has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, Agencies and Wall Street sources.  Prior to returning to CBRE in 2012, Jeff was the executive managing director of Grubb & Ellis’ Capital Markets Group from 2010 - 2012. During his 31 years of experience, Jeff has worked in every aspect of the commercial real estate finance business, from loan originations and servicing, asset management, and lender and client development, as well as the detailed day-to-day operations of running the business. In addition, Jeff has extensive experience in mergers and acquisitions and the subsequent integration of the acquired operations.  Jeff began his commercial real estate career while at Arthur Andersen, serving as an independent auditor for commercial and single-family home developers located in Houston, Texas.

  • General Session: Lessons from Beyond Real Estate Finance

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Deborah Rosado Shaw, Global Expert in Leadership, Diversity and Performance;, Entrepreneur, Corporate Leader, Civic Activist

    General Session

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    Although the mission, history, market forces and regulatory environment surrounding the mortgage industry make it unique, diversity and inclusion are universal. Learn from the vast experience of Deborah Rosado Shaw, a trusted advisor, strategist and coach to some of the world’s best companies and organizations seeking to win against the ever-growing complexity of culture, talent engagement, diversity and leadership. Deborah’s transformational approach to building high performance teams and powering critical business objectives has consistently produced game changing outcomes across her career, which has spanned successful entrepreneur, corporate leader, sales executive, civic activist and author, including her most recent role as PepsiCo’s SVP, Chief Global Diversity & Engagement.

    Speaker(s)

    Deborah Rosado Shaw, Global Expert in Leadership, Diversity and Performance;, Entrepreneur, Corporate Leader, Civic Activist

    Deborah is a trusted advisor, strategist and coach to some of the world’s best companies and organizations seeking to win against the ever-growing complexity of culture, talent engagement, diversity and leadership.  Using a unique and reliable transformational approach to building high performance teams and powering critical business objectives, Deborah has consistently produced game changing outcomes in a career that has spanned being a successful entrepreneur, corporate leader, sales executive, civic activist and author.  Before establishing the Rosado Shaw Group, LLC. in 2004, Deborah started, grew and sold a multimillion-dollar international merchandising company with customers that included Costco, Federated, Publix, Walmart and the Walt Disney Company. Most recently, she was PepsiCo’s SVP, Chief Global Diversity & Engagement, serving 260,000 associates in 200 countries and territories. She established what has been deemed “the most successful women’s leadership initiative to date” and founded the company’s Global Transformational Leadership Program; “successfully taking a company-wide conversation from one focused on inclusion to a broader dialogue about engagement of all employees with each other and with the world.”  Deborah has traveled a long road from her early life in the nation’s poorest congressional district where gangs ruled the street corners and everyday heat, hot water and well-fitting shoes seemed a pipedream away. This trajectory has been featured in textbook case studies and multiple media outlets including USA Today, Forbes and the Oprah Winfrey Show. She has been recognized with numerous awards including: Fortune "50 Most Powerful Latinas in Corporate America", Latino Leaders "101 Most Influential Latinos in the U.S.", National Foundation of Women Legislators "Entrepreneur of the Year Award" and Women’s Leadership Exchange “Trailblazer Award”.  Declared a “leading and powerful voice” by iconic PepsiCo Chairman Indra Nooyi and described as “inspiring” by Oprah Winfrey, she was commended by President Bill Clinton for being “a testament to America’s free enterprise system”.  Deborah serves on several boards and panels including Teach for America and the World Bank Group.

  • Refreshment Break

    Location: Capital Terrace,
    Second Floor

    Networking Opportunities,

    Refreshment Break

  • General Session: Market Snapshot

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Joel Kan, Associate Vice President, Economic and Industry Forecasting, Mortgage Bankers Association

    Tian Liu, Chief Economist, Genworth Mortgage Insurance

    General Session

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    Learn what key economic indicators are suggesting about the real estate finance market, including homeownership and housing affordability data by various segments.

    Speaker(s)

    Joel Kan, Associate Vice President, Economic and Industry Forecasting, Mortgage Bankers Association

    Joel Kan serves as Associate Vice President of Economic and Industry Forecasting for the Mortgage Bankers Association. In this role, he is responsible for the production of MBA's macroeconomic and housing market forecasts, along with other related analytics. He also oversees the production of MBA's industry surveys, including the Weekly Mortgage Applications Survey, Builder Applications Survey, and Mortgage Credit Availability Index, three of the association's high profile surveys. Mr. Kan is a regular speaker and presenter of MBA’s market outlook at both MBA and external events, and writes commentary regarding economic statistics and industry data. He has also been quoted in industry and national media outlets.

    Tian Liu, Chief Economist, Genworth Mortgage Insurance

    Tian Liu is the Chief Economist at Genworth Mortgage Insurance, responsible for economic, housing, and mortgage origination forecasts. He also authors the company’s First-Time Homebuyer Market Report and Weekly Economic Report, and provides regular updates on U.S. and regional economies, as well as the housing and mortgage market. Mr. Liu’s commentary has been featured in the Wall Street Journal, New York Times, CNBC, Reuters, Inside Mortgage Finance, and other media.  Mr. Liu began his economics career in the Australian Treasury Department in 1997. He started covering the U.S. housing market with Cemex in 2007, where he was the Director of Economics responsible for economics and housing market analysis. He was later hired by Owens Corning to lead its economics team in 2011. Mr. Liu joined Genworth Mortgage Insurance as its Chief Economist in 2014.

  • General Session: Success Stories: Two Young Professionals on the Rise

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

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

    Nicholas Whiteside, Student Government Association, Business Manager, Fisk University

    Kyle Knight, Talent Acquisition Specialist, Walker & Dunlop, LLC

    General Session

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    Hear from two young professionals who’ve recently gained exposure to real estate finance, and have found success.

    Speaker(s)

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

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

    Nicholas Whiteside, Student Government Association, Business Manager, Fisk University

    Nicholas Whiteside is a Sophomore Accounting major at Fisk University. In the summer of 2018, Nicholas interned at Mortgage Bankers Association (MBA) in the Government Affairs division. During the fall and spring semesters, he served as a Student Ambassador in the Office of Career Planning at Development at Fisk University assisting as an event support and student success specialist. Additionally, Nicholas served his peers as Freshman Class President where he advocated for the success and empowerment of all his constituents. Today Nicholas is Business Manager of the Student Government Association and President of the Center for Financial Advancement Scholars at Fisk University. Among his favorite things are helping others, video games, photography, and observing nature. Nicholas has a deep passion for the success of others. His motto is, “Be a leader and a friend”. Nicholas plans to earn his CPA and use his knowledge of Accounting and Finance to transform low-income communities.

    Kyle Knight, Talent Acquisition Specialist, Walker & Dunlop, LLC

    Kyle Knight is currently the Talent Acquisition Specialist within the Human Resources department of Walker & Dunlop in Bethesda, Maryland. Before coming to Walker & Dunlop, Kyle was with JPMorgan Chase for three and a half years where she began her career as a Recruiting Coordinator. Her responsibilities included offer letter creation, interview scheduling, relocations and other ad hoc requests from aligned Recruiters. Most recently at JPMorgan Chase, she was a member of the Finance and Risk Recruiting team where she was responsible for full life cycle recruiting.

  • mPower Lunch - Keeping Up with D&I in a Down Market

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

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

    Desirée Patno, Chief Executive Officer and President, Women in the Housing and Real Estate Ecosystem (NAWRB) and DesirĂ©e Patno Enterprises, Inc. (DPE)

    Lisa J. Haynes, CPA, Chief Financial Officer and Chief Diversity and Inclusion Officer, Mortgage Bankers Association

    Dominica Groom, Vice President, Diversity and Inclusion, Freddie Mac

    Miguel Narvaez, Chief Production Officer and Partner, Alterra Home Loans

    General Session,

    mPowering You Event

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    A panel of industry leaders offer solutions to keep D&I objectives top of mind when other business pressures are mounting. Through their personal stories, they share strategies to help you keep your focus in the face of competing priorities. They also explore the unique leadership role women have traditionally played in this space.

    Speaker(s)

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

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

    Desirée Patno, Chief Executive Officer and President, Women in the Housing and Real Estate Ecosystem (NAWRB) and DesirĂ©e Patno Enterprises, Inc. (DPE)

    Desirée Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. (DPE). With almost three decades specializing in the Housing and Real Estate Ecosystem, she leads her executive team’s expertise of championing women’s economic growth and independence. Representing Fortune 100 companies in their relocation needs and selling thousands of properties across multiple platforms, she brings insider knowledge to NAWRB’s mission of advancing women and women-owned businesses. Desirée resides on the Women Impacting Public Policy (WIPP) Leadership Advisory Council and Enterprising Women Advisory Board. In 2017, she was named the Highest-Ranking Woman and 4th Overall Top Real Estate Influencer to Follow by Entrepreneur.com. Desiree is the Publisher of NAWRB Magazine—winner of the APEX Award for Publication Excellence in 2015, 2016, 2017, 2018—and is a monthly contributor to RISMedia’s Real Estate Magazine, National Mortgage Professional Magazine, Inman and various industry publications.

    Lisa J. Haynes, CPA, Chief Financial Officer and Chief Diversity and Inclusion Officer, Mortgage Bankers Association

    Lisa J. Haynes is Chief Financial Officer and Diversity & Inclusion Officer for the Mortgage Bankers Association (MBA). As the Chief Financial Officer, Haynes is responsible for collecting, maintaining and reporting accurate financial information on behalf of MBA as well as overseeing the Association's current financial structure. She also works to ensure future financial stability for MBA through efficient budgeting and economic forecasting.  With over 25 years of experience in the fields of finance and accounting, Haynes brings a wealth of knowledge to the CFO position. Prior to joining MBA, Haynes worked for Fannie Mae and served the company in several positions including Vice President of Financial Planning & Analysis, Vice President for Finance Transformation, and Vice President for Operational Accounting, where she led a team of 45 professionals responsible for the management of single and multifamily loans worth approximately $3 trillion.  Haynes has also been named as MBA's Chief Diversity and Inclusion Officer. In this role, she serves as an executive-level strategist partnering with the leaders of MBA's diversity and inclusion initiatives to promote a comprehensive strategy that fosters a culture of diversity and inclusion within the real estate finance industry. In addition, working with Human Resources, develops and implements plans, programs, and activities that educate and engage employees on the value of diversity and the critical importance of inclusion.  Before her work at Fannie Mae, Haynes established and grew her own consulting practice in Massachusetts. Her practice specialized in financial consulting services for nonprofits and small businesses. Haynes was also the Senior Associate Controller and Director for John Hancock Financial Services, Inc. in Boston where she led the SEC and Management Reporting team during the company's demutualization in 2000.

    Dominica Groom, Vice President, Diversity and Inclusion, Freddie Mac

    A

    As Vice President of Diversity & Inclusion at Freddie Mac, Dominica Groom leads the company’s efforts to attract and retain a diverse employee base which includes overseeing the company’s Employee Resource Groups as well as the corporate community engagement program. Additionally, she is responsible for Freddie Mac’s Supplier Diversity program to provide equal opportunity in our contracting practices.  Dominica has more than 15 years of proven experience leading diversity and inclusion programs as well as global marketing and communications initiatives most recently as Senior Director, Global Supplier Diversity and Sustainability (Global Operations) at Marriott International, the world's largest global lodging company. In this role, she led the company to elevated Supplier Diversity performance and global recognition. Prior to this position at Marriott, she also oversaw marketing, change management and communications for various company-wide initiatives. Prior to joining Marriott, Dominica worked in the nonprofit sector in a program management capacity.  She was named one of Black Enterprises’ “Top Executives in Corporate Diversity,” recognized as one of the “Top 100 Women” in the state of Maryland, by The Daily Record, and recognized as one of Maryland’s top "Leading Women," under the age of 40. She was also named a "Top Influential Leader in Diversity" by the National Association for Minority Companies for her commitment to diversity and inclusion.

    Miguel Narvaez, Chief Production Officer and Partner, Alterra Home Loans

    Miguel Narvaez is Chief Production Officer and Partner for Alterra Home Loans, responsible for overseeing sales, marketing, affinity programs, new business and driving the growth of Alterra in more than 32 states over the last eight years. In 2005, he founded Alianza Hispana, where he partnered with well-respected Realtors to educate the Hispanic community about real estate and mortgage through media, in both TV and radio shows in different cities across the U.S.

     

  • BUSINES STRATEGIES TRACK: Strategies to Reach the Underserved

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Marcia J. Griffin, Founder & President, HomeFree-USA

    Phil Bracken, Managing Director, Government & Mortgage Industry Relations, VantageScore Solutions, LLC

    Noerena Limon, Senior Vice President, Public Policy and Industry Relations, The National Association of Hispanic Real Estate Professionals (NAHREP)

    Donald Maxwell, Managing Partner, M.A.T. Consultant Group LLC

    Hope R. Atuel, Executive Director, Asian Real Estate Association of America (AREAA)

    Cindy Waldron, Director, Research Analytics and Modeling, Single-Family Division, Freddie Mac

    Breakout Session

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    Learn ways to reach and meet the demands of various untapped or underserved markets. Hear from experts on how they successfully serve multigenerational borrowers, customers with Limited English Proficiency (LEP), those with nontraditional employment and others with complex underwriting needs.

    Speaker(s)

    Marcia J. Griffin, Founder & President, HomeFree-USA

    Marcia Griffin is on a mission to strengthen people, elevate partners, and enhance communities across America. As founder and president of HomeFree-USA, Marcia has helped thousands to achieve and retain the dream of homeownership and greater wealth. HomeFree-USA enjoys a remarkable 0% foreclosure rate among families that have participated in the organization’s pre- and post-purchase guidance programs. Serving as a bridge between financial institutions and the community, Marcia addresses the needs of homebuyers and homeowners with targeted education, distinctive marketing strategies and lender.  A recognized homeownership expert and frequent featured guest speaker, She is a member of the Freddie Mac Affordable Housing Advisory Committee, the Fannie Mae Affordable Housing Advisory Committee, Fannie Mae Advisory Council, the Ocwen Financial Community Advisory Council, America’s Homeowner Alliance, Wells Fargo Housing Foundation Steering Committee and the Affordable Housing Advisory Councils of the Federal Home Loan Bank of Atlanta, and the Mortgage Bankers Association.  Recently HomeFree-USA launched the Center for Financial Advancement. The Center for Financial Advancement is designed to introduce college students from Historically Black Colleges and Universities (HBCUs) to the mortgage industry as a career choice. It will prepare them for the industry by elevating their money management skills, and teaching them about credit and building wealth. Most importantly, the Center for Financial Advancement will expand diversity in mortgage finance and increase homeownership in diverse communities by promoting homeownership to HBCU parents, students, and Alumni.  Marcia is a tireless advocate for nonprofit homeownership organizations. Under her leadership, her organization funds and strengthens the capacity of 53 other nonprofits that represent the interests of 4.5 million diverse families across the country.

    Phil Bracken, Managing Director, Government & Mortgage Industry Relations, VantageScore Solutions, LLC

    Phil Bracken joined VantageScore Solutions in April 2018 as Managing Director. He has responsibility for the Mortgage Industry and Government & Industry Relations.  Prior to VantageScore, Mr. Bracken was Chief Policy Officer and Head of Government Relations for Radian Guaranty, the largest Private Mortgage Insurance company in the US.  He is also Chairman and Founder of the America’s Homeowner Alliance – the advocacy and member rewards alliance for the 75 million existing (and future aspiring) Homeowners of America.  In addition, for the past 11 years, Mr. Bracken has been Co-Chairman of the Consumer / Lender Roundtable in Washington, DC.   He was formerly Executive Vice President and Head of Government & Industry Relations of Wells Fargo Home Mortgage (WFHM) for 15 years and prior to that, Managing Director of Prudential Home Mortgage.  In 2008, Bracken was awarded the “lifetime achievement award” – The Eagle Award - by the National Association of Real Estate Brokers. In 2009, the Mortgage Bankers Association (MBA) of America awarded Bracken their “highest award” – the Andrew D. Woodward Distinguished Service Award. The National Association of Hispanic Real Estate Professionals (NAHREP) also recognized Bracken in November 2009 with their “lifetime achievement award” – The NAHREP Founders Award. And in October, 2015, he received the “lifetime achievement award” – The Trailblazer Award from the National Bankers Association.  He was the architect of the Housing Policy Council of the Financial Services Roundtable in Washington, DC and in 2005 initiated the Hurricane Katrina Relief Coalition in Washington,

    Noerena Limon, Senior Vice President, Public Policy and Industry Relations, The National Association of Hispanic Real Estate Professionals (NAHREP)

    Noerena Limon is the Senior Vice President of Public Policy and Industry Relations at the National Association of Hispanic Real Estate Professionals (NAHREP). At NAHREP, Noerena leads the organization’s policy and advocacy efforts, as well as the newly formed Hispanic Wealth Project.  Prior to joining NAHREP, Noerena spent six years at the Consumer Financial Protection Bureau both in the Office of the Director and the Office of Mortgage Markets. Prior to that, she worked in the Office of Political Affairs at the White House, served as Deputy Communications Director for Spanish Language Media for the Obama-Biden 2008 Presidential Campaign, and as a Legislative Fellow for the Office of former U.S. Representative Xavier Becerra.

    Donald Maxwell, Managing Partner, M.A.T. Consultant Group LLC

    As a leading advocate for business opportunities in underserved markets, I recognize that our marketing strategies and products have to be more tailored in order to be more effective. Opportunities like risk management, loan origination, automated underwriting, closing and servicing are just a few areas where partnership possibilities will be available in the coming years. We can no longer hide our heads in the sand and not take part in this vastly diverse yet virtually untapped market. The future of our businesses depends on us making the right decisions now. Some say there is a void in leadership in both the minority and non-minority communities as it relates to the “Underserved Markets”. The right individuals have not been strategically positioned in the C-Level Suites in order to gain ground in these markets. By having the right individuals in these C-Level positions, the chances of achieving a larger market share is much greater. Ultimately, strategically expanding in these markets would constitute good business and not just for making quota.

    Hope R. Atuel, Executive Director, Asian Real Estate Association of America (AREAA)

    Hope Atuel has served as Executive Director of the Asian Real Estate Association of America (AREAA) since 2012. Prior to assuming the role of Executive Director for the Asian Real Estate Association of America (AREAA) in 2012, Hope served in other trade and membership organizations such as the College of American Pathologists, the Appraisal Institute and school districts in Chicago.  Hope’s professional experience spans from the private sector to nonprofit association management for over two decades. In addition to her experience in association management, Hope has worked in the private sector with companies such as Harland Financial Solutions, Crane Company and Westfield Corporation. Throughout her career, Hope has been involved in launching successful B2B marketing campaigns with a strong focus on customer growth and retention.

    Cindy Waldron, Director, Research Analytics and Modeling, Single-Family Division, Freddie Mac

    Cindy Waldron is director of analytics and research in the Single-Family Affordable Lending and Access to Credit division. Her responsibilities include researching the evolving needs of the affordable and underserved markets, providing leadership and coordination for regulatory goals and reporting, generating analytics to expand distribution and access to credit, working with sourcing to target and purchase underserved and goal-rich loans and providing support to new affordable offerings, programs and services.  A veteran of over 20 years in the mortgage industry, Ms. Waldron joined Freddie Mac in 1999 and has held leadership roles within the Single Family Model and Analytics and Single Family Affordable Lending and Access to Credit areas.

  • ROUNDTABLE: Beyond Race and Gender: Invisible Diversity in the Workplace (Closed to Media)

    Location: Congressional Room,
    Second Floor


    Speaker(s)

    Lori Trawinski, Ph.D., CFP®, Age Diversity & Inclusion Thought Leader, AARP Public Policy Institute

    Erik Richard, Founder and Chief Executive Officer, Landmark Network, Inc.

    Alicia S. Boykins, PHR & SHRM-CP, Director, Human Resources and Administration, National LGBTQ Task Force

    Darlene Slaughter, Chief Diversity Officer, United Way

    Breakout Session,

    Roundtable

    Read more Read less

    It can be especially challenging to be inclusive of diversity that is not obvious. Explore successful ways companies can develop and maintain a culture that acknowledges and embraces differences that are often unseen, including age, sexual orientation and physical or developmental differences.

    Speaker(s)

    Lori Trawinski, Ph.D., CFP®, Age Diversity & Inclusion Thought Leader, AARP Public Policy Institute

    Lori Trawinski is AARP’s thought leader on age diversity in the workforce. She joined the AARP Public Policy Institute in 2010 and is responsible for research relating to age diversity, mortgage foreclosures, reverse mortgages, and consumer debt. Dr. Trawinski began her career as an economist at the U.S. Department of Commerce, Bureau of Economic Analysis, where she worked on analyses of international securities transactions. A bond market expert, Dr. Trawinski was vice president, director of research at The Bond Market Association and was director of debt market research at Freddie Mac. Dr. Trawinski holds a Ph.D. in economics and finance, an M.A. in international economics, and a B.A. in financial management from The Catholic University of America in Washington, DC. In addition, Dr. Trawinski holds an executive certificate in financial planning from Georgetown University. She completed the diversity and inclusion certificate program at the ILR School of Cornell University in November 2017.

    Erik Richard, Founder and Chief Executive Officer, Landmark Network, Inc.

    Erik Richard, is the Founder & CEO of Landmark Network, a national appraisal management and valuation technology company. Erik leads both the company’s growth and technology development. Prior to founding Landmark in 2007, Mr. Richard accumulated over 10 years of industry experience within the lender-services and real estate valuation sectors and had most recently served as CFO for a national financial banking entity. He currently serves as an appointed member on MBA’s Diversity & Inclusion Committee, is a leader of the American Mortgage Diversity Council as Ex-Officio to the Advisory Board and was newly appointed to the Board of Directors to the oldest national LGBT civil rights organization, the National LGBTQ Task Force.

    Alicia S. Boykins, PHR & SHRM-CP, Director, Human Resources and Administration, National LGBTQ Task Force

    Alicia Boykins is one of the most promising LGBTQ Advocates in the Human Resources field. She is a Certified Professional in Human Resources (PHR) & SHRM-CP with 10+ years of progressive experience along with an active Secret Security Clearance. Alicia has managed and possesses a solid working knowledge in Strategic Planning, Organizational Development, Health & Wellness initiative, Compliance, Compensation and Benefits, Recruitment and Retention, Employee Development, Performance Appraisals, Federal and State Employment Laws and has written several policies, procedures, and handbooks along with OSHA and MOSH compliance programs. As National LGBTQ Task Force Director of Human Resources and Administration, she advises management on compliance with Federal and State Laws. Her responsibilities include working to improve the knowledge, understanding, and implementation of National LGBTQ TASK FORCE policies, procedures, and programs; and supports employee use of THE TASK FORCE benefits program. Alicia is a graduate of Grambling State University with a B.S. In Political Science and holds a Master of Public Administration-Human Resources Management Degree. Alicia is also a long standing member of The Society of Human Resource Management (SHRM).

    Darlene Slaughter, Chief Diversity Officer, United Way

    Darlene Slaughter started her journey with United Way Worldwide in December of 2014. She is currently leading efforts to expedite and advance worldwide diversity and inclusion strategies, partnerships and initiatives by working closely with local United Ways, as well as corporate and community partners.  Prior to joining UWW, Darlene served as the principal consultant and chair of Linkage Institute for Leading Diversity and Inclusion, where she trained corporate leaders on developing and leading diversity and inclusion initiatives in the workplace. Before Linkage, she led an integrated strategy to utilize and support the talents at Fannie Mae, and designed the first Executive Diversity Council as its chief diversity officer. Her work in diversity and inclusion has been recognized for its contribution to real-world issues.  In 2018, Darlene's expertise was tapped when she was asked to author a chapter for a book promoting women’s leadership advancement. In "Mastering Your Inner Critic ... and Seven Other High Hurdles to Advancement," Darlene offers honest insight and advice into how she gained confidence in the workplace, opening the door to more leadership opportunities, and helping her better understand how to use her strengths to support others' growth.  Darlene has won many awards and honors, including SAVOY’s “2012 Top 100 Influential Women in Corporate America,” profiles in Diversity Journal’s list of “Women Worth Watching,” Black Enterprises’ “Top Executives in Diversity” and Heart & Soul’s “Women of Substance in Finance.” She currently serves on the boards, Pass the Torch for Mentoring Women, and Springboard Foundation for Disabilities. Darlene is also a frequent speaker on topics such as changing management, women’s initiatives, financial literacy, leadership development, and concepts on diversity and inclusion.

  • BUSINESS STRATEGIES TRACK: In Their Own Words: Millennial Leaders in the Mortgage Industry

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Kristin Messerli, CEO/Multicultural Consultant, Cultural Outreach Solutions

    Alex McGillis, Product Manager and Team Leader, Quicken Loans, Inc.

    Jesus Neri, Branch Manager, Alterra Home Loans

    Yannick Diouf, Relationship Manager, Single Family Northeast Customer Delivery Team (CDT), Fannie Mae

    Saurabh Mahajan, Assistant Vice President, MidCap Financial, Inc.

    Breakout Session

    Read more Read less

    A panel of successful Millennials tell us “in their own words” why they entered the industry and what has kept them engaged. Insightful for anyone running or recruiting a team, learn what companies can do to create a culture that attracts, retains, and maximizes the potential of employees like them.

    Speaker(s)

    Kristin Messerli, CEO/Multicultural Consultant, Cultural Outreach Solutions

    Kristin Messerli is a national speaker and founder of Cultural Outreach, helping businesses better reach and serve next gen consumers and underserved markets. After starting her business in 2013, she has worked with over 50 companies of all sizes across the U.S. and has developed three arms of her business, including cause-driven marketing and PR, employee diversity training and multilingual marketing content. Kristin has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. Kristin is also the Managing Editor for Mortgage Women Magazine and sits on the MBA's Diversity and Inclusion Committee. She co-authored the MBA's Compliance Toolkit for Section 342 and is published in numerous publications on the topic of diversity in housing.  Kristin holds over 13 years of experience working in multicultural business and social work. Prior to starting her business, Kristin was a social worker and community educator in the latino immigrant community. She also led teams of volunteers locally and abroad to develop sustainable business practices, and she has consulted for multinational social enterprises with the Center for Creation of Economic Wealth (CCEW). Kristin was trained by former McKinsey consultants at the University of Oklahoma, where she earned her Master of Public Administration.

    Alex McGillis, Product Manager and Team Leader, Quicken Loans, Inc.

    Alex’s current role he leads five teams: Knowledge Management, Content Strategy, Change Management, Information Strategy and Content Design. In his time at Quicken Loans, Alex has served the Capital Markets team as a Product Manager for VA and FHA. In his previous roles he as been the co-chair of the Future of Loss Mitigation Task Force, Chair of the Loan Administration Committee for the Mortgage Bankers Association and part of the Urban Institute’s Mortgage Servicing Collaborative.

    Jesus Neri, Branch Manager, Alterra Home Loans

    Born in Mexico City and raised in Chicago's Little Village and Pilsen Neighborhoods, Jesus Neri began his involvement with community outreach at an early age. Committed to his trade as an award winning Branch Manager at Alterra Home Loans, Jesus began his own brand "Trust The Beard" to better serve his clientele and to be a symbol of trust in his community and beyond. Providing home loans for individuals isn't Jesus Neri's only end goal but to establish a foundation of wealth though ownership that can be utilized for the rest of his clients lives. With "Trust The Beard" Jesus has set an example of what the power of self-branding can bring to an individual and even an agency and he hopes to continue this public service for many years to come.

    Yannick Diouf, Relationship Manager, Single Family Northeast Customer Delivery Team (CDT), Fannie Mae

    Yannick Diouf is a relationship manager for single family’s Northeast Customer Delivery Team (CDT). Under the leadership of the Vice President, Yannick supports the development of account strategies to achieve goals, manage, implement, and monitor custom business solutions to meet both Fannie Mae and the customers’ needs. Prior to this role, Yannick was part of a 2 year rotation program within the CDT where he received exposure to all functional areas of the business.

    Saurabh Mahajan, Assistant Vice President, MidCap Financial, Inc.

    Saurabh Mahajan currently underwrites various commercial real estate loans for MidCap Financial. Prior to joining MidCap, Mr. Mahajan worked on the Corporate M&A team for SunEdison, performing analysis for potential targets in the renewable energy space. Prior to that, Mr. Mahajan worked at the Rockefeller Group completing acquisitions for commercial office properties nationally.

  • ROUNDTABLE: Cultivating a Culture of Inclusion in Divisive Times (Closed to Media)

    Location: Congressional Room,
    Second Floor


    Speaker(s)

    Bill Fahey, Vice President, Office of Minority and Women Inclusion (OMWI), Fannie Mae

    Christopher D. Bell, Partner, Ballard Spahr LLP

    Loreli Wilson, Director, Diversity & Inclusion Programs, Veterans United Home Loans

    Tujuanna B. Williams, Principal, Tujuanna Williams Consulting

    Breakout Session,

    Roundtable

    Read more Read less

    Divisive rhetoric has spread beyond private conversations and into public discourse, putting companies in the cross-hairs of politics. Discuss how company leaders walk the line of political neutrality while cultivating a culture of workplace inclusion.

    Speaker(s)

    Bill Fahey, Vice President, Office of Minority and Women Inclusion (OMWI), Fannie Mae

    Bill Fahey is Vice President, Office of Minority and Women Inclusion (OMWI) at Fannie Mae. In this role, he leads the day-to-day operations of OMWI. Together with the SVP & Chief Compliance/OMWI Officer, Bill promotes non-discrimination, diversity, and inclusion, and develops and implements strategies to ensure diversity and inclusion are embedded in the company’s initiatives, programs, and practices.  Prior to his current position, Bill was Vice President, Human Capital Planning in Human Resources at Fannie Mae. In this capacity, he was responsible for ensuring the development and execution of multi-year divisional human capital plans for the Single-Family business that aligned with the company’s overall strategic plan. Bill also served in other positions in Human Resources, including Vice President, HR Shared Services and Director, HR Business Partners. Prior to joining Fannie Mae in 2010, Bill was Vice President, Technology and Operations, Human Resources, at BNY Mellon. Before that, he held several HR leadership positions within the financial services industry, including at Thomson Reuters and Merrill Lynch. Earlier in his career, Bill held operational positions at Heller Financial and Chemical Bank

    Christopher D. Bell, Partner, Ballard Spahr LLP

    Christopher D. Bell leads the firm's FHA and GSE Financing Team and advises and represents real estate lenders, borrowers, and developers on transactional and regulatory issues, with a concentration on financing transactions involving government-sponsored enterprises (GSEs) such as Fannie Mae.  Prior to joining Ballard Spahr, Chris practiced for more than 10 years at Fannie Mae, a GSE chartered by Congress to support the secondary mortgage market. As the agency's Associate General Counsel of Housing and Community Development, he served as Fannie Mae's lead attorney for affordable housing transactions and secondary market construction loan participations and syndications. His experience includes a variety complex real estate finance transactions, including those involving mortgage-backed securities, bond credit enhancement, mezzanine debt, senior housing, and pool purchases.  In addition, Chris served as lead counsel for Fannie Mae's corporate charitable arm, the Office of Community Investment and Engagement, where he provided legal counsel regarding grant documentation, intellectual property rights, procurement, audit, and compliance matters.  Chris has years of experience with form loan documents, requirements for Delegated Underwriting and Servicing (DUS) lenders, and product enhancement review and design.  Additionally, Chris has represented clients, both as in-house corporate counsel and as outside counsel, in the full range of real estate matters, including sales, acquisitions, foreclosures, zoning, land use, development cooperation agreements, retail and office leasing, bond purchase agreements, easement agreements, development conditions, and proffers.

    Loreli Wilson, Director, Diversity & Inclusion Programs, Veterans United Home Loans

    Loreli Wilson serves as the director of Diversity & Inclusion Programs at Veterans United Home Loans, directing the diversity and inclusion initiative, including diversity recruitment, programming and college relations. She is dedicated to promoting an inclusive workforce conducive to Veterans United’s unique culture, and ultimately strives for each employee to feel comfortable in their own skin. She was acknowledged in Columbia Business Times’ 20 under 40 class of 2017, and has contributed to Veterans United Home Loans diversity initiative being recognized in 2018 with the Mortgage Bankers Association’s Residential Leadership Award for Diversity and Inclusion, the 2017 Corporate Leader of Inclusion + Innovation nationally by the Society of Diversity and locally by the City of Columbia with the Columbia Values Diversity 2018 award. With a background in Human Resources and Recruiting, she has volunteered her skills to such organizations as Big Brothers Big Sisters of Central Missouri as a board member, Society of Human Resource Management (SHRM) MO as Director of Diversity and currently serves as the president of the Inclusive Impact Institute and as a board member of the Boone County Historical Society.

    Tujuanna B. Williams, Principal, Tujuanna Williams Consulting

    Tujuanna B. Williams is the founder and Principal of Tujuanna Williams Consulting LLC, a multi-faceted management consulting and coaching firm specializing in diversity, inclusion, access and equity. Tujuanna Williams Consulting LLC helps corporations, non-profits, professionals and entrepreneurs maximize talent and achieve enhanced business results with strategy implementation, talent optimization and inclusive leadership behaviors resulting in more inclusive work environments.  Ms. Williams is recognized as a highly accomplished leader, strategist, facilitator and sought-after speaker on topics driving inclusion, diversity and courageous conversations in the workplace. She most recently held the position of Vice President & Chief Diversity and Inclusion Officer at Fannie Mae. In her role she conceptualized, created and executed a multi-pronged diversity and inclusion strategy. Under her guidance, a culture of inclusion enterprise-wide was introduced. Ms. Willams also focused on creating an inclusive workplace by providing training and education to increase the level of cultural competence of all people managers. One of Fannie Mae’s successful initiatives is “Let’s Talk About It: Courageous Conversations,” created and facilitated by Ms. Williams. This enterprise wide initiative was launched in 2015 to address the multitude of social issues impacting various communities such as the Charleston Nine shootings, the Pulse nightclub shootings, Muslim travel ban, the Black Lives Matter Movement and other ongoing violence. Ms. Williams recognizes the most diversity that anyone ever experiences is in the workplace, so it is vitally important to address societal issues where they exist. Silence is not an option!  Prior to joining Fannie Mae, Ms. Williams had high profile success at Verizon, US Airways and the only person to have lead Diversity and Inclusion at both Freddie Mac and Fannie Mae the two GSE’s. Her collaborative partnership style has won her recognition and acclaim from such publications as Black Enterprise Magazine, Top Fifty Chief Diversity Officers, DiversityInc. Savoy Magazine, 100 Top Executives in America, Profiles in Diversity, Women Worth Watching, Women in Housing Leading Lady by MReport and the Washington Business Journal.

  • Refreshment Break

    Location: Capital Terrace,
    Second Floor

    Networking Opportunities,

    Refreshment Break

  • BUSINESS STRATEGIES TRACK: Winning Ideas and Inspiration from D&I Award Recipients

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Susan Sullivan, Senior Vice President, Human Resources, Genworth Mortgage Insurance

    James McDuffie, Senior Vice President, Manager Diverse Lending, First Citizens Bank

    Loreli Wilson, Director, Diversity & Inclusion Programs, Veterans United Home Loans

    Joe Palank, Assistant Director, Member Engagement, Mortgage Bankers Association

    Miguel Narvaez, Chief Production Officer and Partner, Alterra Home Loans

    Breakout Session

    Read more Read less

    Learn the secrets to their success. Representatives from the companies who won MBA’s 2018 Residential and 2018 Commercial/ Multifamily Diversity Awards give an overview of programs and strategies they’ve implemented to excel in diversity and inclusion in their organizations.

    Speaker(s)

    Susan Sullivan, Senior Vice President, Human Resources, Genworth Mortgage Insurance

    Susan Sullivan is Senior Vice President of Human Resources (HR) for Genworth Mortgage Insurance. She drives the overarching people strategy for Genworth MI, leading the employee relations, internal communications, learning & development, and facilities teams. Prior to joining Genworth in 2008, Susan held leadership and executive positions at Misys Healthcare Systems (Now Allscripts). She also has extensive experience in mergers, acquisitions, integrating cultures and setting organizations up for future success.  Susan is a volunteer with a number of non-profit organizations, as well as an advocate for many philanthropic efforts that Genworth supports.

    James McDuffie, Senior Vice President, Manager Diverse Lending, First Citizens Bank

    James McDuffie serves as Senior Vice President and Manager of Diverse Lending for Raleigh-headquartered First Citizens Bank. He is responsible for helping the bank create strategies and opportunities that increase home ownership across all of the diverse communities First Citizens serves. He also helps cultivate community relationships that are meaningful in the growing diverse marketplace.  McDuffie has more than 16 years of experience in the mortgage industry, with positions ranging from process design in the secondary market, origination and sales management. Eleven of the 16 years have been spent in business development in the diverse lending/Community Reinvestment Act marketplace, and he has held key positions meeting the needs of the ever-changing diverse lending environment and supporting affordable housing.

    Loreli Wilson, Director, Diversity & Inclusion Programs, Veterans United Home Loans

    Loreli Wilson serves as the director of Diversity & Inclusion Programs at Veterans United Home Loans, directing the diversity and inclusion initiative, including diversity recruitment, programming and college relations. She is dedicated to promoting an inclusive workforce conducive to Veterans United’s unique culture, and ultimately strives for each employee to feel comfortable in their own skin. She was acknowledged in Columbia Business Times’ 20 under 40 class of 2017, and has contributed to Veterans United Home Loans diversity initiative being recognized in 2018 with the Mortgage Bankers Association’s Residential Leadership Award for Diversity and Inclusion, the 2017 Corporate Leader of Inclusion + Innovation nationally by the Society of Diversity and locally by the City of Columbia with the Columbia Values Diversity 2018 award. With a background in Human Resources and Recruiting, she has volunteered her skills to such organizations as Big Brothers Big Sisters of Central Missouri as a board member, Society of Human Resource Management (SHRM) MO as Director of Diversity and currently serves as the president of the Inclusive Impact Institute and as a board member of the Boone County Historical Society.

    Joe Palank, Assistant Director, Member Engagement, Mortgage Bankers Association

    Joe Palank is Assistant Director for Member Engagement at MBA. Among other tasks, he manages the IMB and CBCU Networks, and serves on MBA’s Diversity & Inclusion External Committee. Joe also oversees the D&I Leadership Awards Working Group and writes original content for MBA’s Diversity & Inclusion Resource Center. Previously, Joe worked at Living Cities, a non-profit that strives to build more inclusive economies in the US, and at the Department of Homeland Security.

    Miguel Narvaez, Chief Production Officer and Partner, Alterra Home Loans

    Miguel Narvaez is Chief Production Officer and Partner for Alterra Home Loans, responsible for overseeing sales, marketing, affinity programs, new business and driving the growth of Alterra in more than 32 states over the last eight years. In 2005, he founded Alianza Hispana, where he partnered with well-respected Realtors to educate the Hispanic community about real estate and mortgage through media, in both TV and radio shows in different cities across the U.S.

     

  • ROUNDTABLE: Developments in Fair Lending Issues (Closed to Media)

    Location: Congressional Room,
    Second Floor


    Speaker(s)

    Maurice Jourdain-Earl, Managing Director and Co-Founder, ComplianceTech

    Andrea Mitchell, Partner, Buckley Sandler LLP

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

    Lisa Rice, President and Chief Executive Officer, National Fair Housing Alliance (NFHA)

    Frank Vespa-Papaleo, Principal Deputy Director, Office of Fair Lending & Equal Opportunity, Bureau of Consumer Financial Protection

    Breakout Session,

    Roundtable

    Read more Read less

    Get an overview of key developments in fair lending, including recent court decisions and compliance. Learn about the key areas of concern and how to monitor your business operations to best comply with Fair Lending requirements.

    Speaker(s)

    Maurice Jourdain-Earl, Managing Director and Co-Founder, ComplianceTech

    Maurice Jourdain-Earl is Managing Director and co-founder of ComplianceTech. Starting in 1992 as a due diligence firm analyzing loans for their asset value and best execution; ComplianceTech pivoted into fair lending when race and sex were added to the Home Mortgage Disclosure Act (HMDA). Subsequently, lenders increasingly began to get sued for discrimination. Maurice has been a trailblazer in this space. Under his leadership, the company has developed cutting-edge consultative and software solutions to address lending disparities and to advance access to credit for all. ComplianceTech's flagship products are LendingPatterns™, Fair Lending Magic™ and a new free program called LendingPatternsLite.

    Andrea Mitchell, Partner, Buckley Sandler LLP

    Andrea Mitchell, Partner in the Washington, D.C., office of Buckley Sandler LLP, advises financial services clients throughout the country on a wide range of administrative enforcement and regulatory compliance matters. She focuses her practice on fair and responsible financial services. She has defended financial service companies in government enforcement matters involving allegations of pricing and underwriting discrimination, redlining, credit reporting, and deceptive marketing and sales practices.
    Ms. Mitchell has extensive experience in counseling banks, finance companies, and third-party service providers on regulatory compliance and risk management. She advises clients in preparation for and management of federal and state examinations, assists clients in the development and maintenance of fair and responsible lending programs and diverse market lending strategies, and advises on product development and model governance. Ms. Mitchell is a frequent speaker on fair and responsible lending topics and trends in supervision and enforcement.

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

    Antoine M. Thompson is the Executive Director of the National Association of Real Estate Brokers (NAREB) the largest organization of African-American real estate professionals in the United States. He is the owner and founder of Next Level 21, a consulting firm that focuses on diversity, inclusion and advocacy work. He is also a licensed real estate agent with Class A Real Estate. Antoine is a staunch champion of fair-housing and community re-investment by local and national financial institutions. He has had a significant public service career in his hometown of Buffalo, New York. His positions have included appointments to Buffalo Common Council where he authored the Buffalo’s Fair Housing Law and secured over $75 million for community development projects such as the wading pool in Dr. Martin Luther King, Jr. Park, the Frank E. Merriweather, Jr. Library and the restoration of 60 Hedley Place, a 19th century farmhouse linked to the Underground Railroad. He was elected to the New York State Senate in 2004 and 2008 and served as the Senate Deputy Majority Whip and Chair of the Senate Standing Committee on Environmental Conversation and Co-Chair of the Senate Minority and Woman Business Enterprise Task Force.

    Lisa Rice, President and Chief Executive Officer, National Fair Housing Alliance (NFHA)

    Lisa Rice is the President and CEO of the National Fair Housing Alliance (NFHA). Previously, she served as Executive Vice President with NFHA and managed the resource development, public policy, communications, and enforcement divisions of the agency. NFHA works throughout the U.S. to eliminate discriminatory barriers in housing markets and to expand equal housing and lending opportunities. It provides a range of programs to affirmatively further fair housing, including training, education, outreach, advocacy, consulting, enforcement, community development, and neighborhood stabilization initiatives.  In her role at NFHA, Ms. Rice works to advance fair housing principles and to preserve and broaden fair housing protections, expanding equal housing opportunities for millions of Americans. She played a major role in crafting sections of the Dodd-Frank Wall Street Reform and Consumer Protection Act and in establishing the Office of Fair Lending within the Consumer Financial Protection Bureau. Ms. Rice served previously as the CEO of the Toledo Fair Housing Center where she also established the Northwest Ohio Development Agency, a community development financial institution, and Restoring the Dream, the State of Ohio’s first anti-predatory lending remediation program.

    Frank Vespa-Papaleo, Principal Deputy Director, Office of Fair Lending & Equal Opportunity, Bureau of Consumer Financial Protection

    J. Frank Vespa-Papaleo joined the Bureau of Consumer Financial Protection as an executive in April 2014 to help lead its Fair Lending office. As the Principal Deputy Director of Fair Lending he provides leadership and oversight of the Fair Lending office, responsible for enforcing the Equal Credit Opportunity Act and the Home Mortgage Disclosure Act. Prior to joining the Bureau Frank served as Chief of Enforcement for HUD’s Office of Fair Housing & Equal Opportunity in the New York Regional Office.  Before joining federal service Frank served as Senior Counsel for the New Jersey State Public Advocate and as the longest serving Executive Director of the New Jersey Division on Civil Rights, in the Office of the Attorney General, where he focused on enforcing civil rights laws in the areas of lending, housing, public accommodations and employment. Prior to entering public service, Frank was in private practice focusing in the areas of civil rights, employment, labor and education law. A native of Venezuela, Frank is a member of the United States Supreme Court, State of New Jersey and District of Columbia Bars.

  • BUSINESS STRATEGIES TRACK: Using Technology and Data Analytics to Impact D&I

    Location: Presidential Ballroom,
    Second Floor


    Speaker(s)

    Dr. Chitra Dorai, Data Science & AI Expert, Entrepreneur, Member, NAWRB's Diversity and Inclusion Leadership Council

    Marie Gayo, President, Trident Mortgage Company

    Robert H. Johnson, Jr., Founder, RHJ Consulting Group, LLC

    Breakout Session

    Read more Read less

    Learn from experts how data and technology can help your company be strategic, effective, and cost-conscious in advancing diversity and inclusion efforts.

    Speaker(s)

    Dr. Chitra Dorai, Data Science & AI Expert, Entrepreneur, Member, NAWRB's Diversity and Inclusion Leadership Council

    Dr. Chitra Dorai is a world-renowned computer scientist and a banking industry expert and has received numerous awards and recognition both at IBM and from academic and industry forums for her groundbreaking research and industry-transforming projects over the last twenty-seven years. She was formerly at IBM as an IBM Fellow and Global CTO for cognitive services and solutions. During her tenure at IBM, Dr. Dorai was a recipient of IBM’s highest honor in 2011 – the Gerstner Award for Client Excellence and was appointed by the IBM CEO as an IBM Fellow, the company’s preeminent technical honor in 2015. Dr. Dorai is frequently interviewed or cited in press, web news and blogs, and YouTube video on a wide variety of topics from AI, Cognitive Computing, Blockchain, Big Data and Analytics to lending industry transformation. Dr. Chitra Dorai is the co-inventor of more than 45 patents and was recognized as a Master Inventor thrice.

    Marie Gayo, President, Trident Mortgage Company

    Marie Gayo is President of Trident Mortgage Company, a Berkshire Hathaway HomeServices Company and an independent mortgage banker serving the greater Philadelphia region. Marie joined Trident in 2009 and was named president in 2017. She brings over 25 years of experience in the financial services and investment banking industries and possesses an extensive leadership background in strategic planning, and business process optimization. Prior to joining Trident, Marie spent 8 years at Credit Suisse as a Director within the firm's Fixed Income Division and later as part of their Investment Banking Operations Division.

    Robert H. Johnson, Jr., Founder, RHJ Consulting Group, LLC

    Robert is an inspiring and transformational Financial Services Executive with over two decades of experience in the retail and banking industry. He has worked with and led transformation for Fortune 500 companies such as Capital One, Bank of America and SAM’s Club.  His mission is to challenge and enable organizations to become highly inclusive, people-centric environments where all associates are empowered to be and achieve their best. Throughout his career, he has consistently demonstrated his commitment to diversity & inclusion by taking on leadership, advisory and sponsorship roles in employee resource groups and diversity councils.  Most recently, Robert was a Director at Capital One and President of the DFW Black Business Resource Group. His legacy includes the numerous associates and leaders he mentored and sponsored as well as the signature Magellan development program he championed.  Before joining Capital One, Robert was a Senior Vice President with Bank of America where he was instrumental in founding and leading the Native American Professional Network in Chicago, Illinois.  In 2017 he decided to make the jump and start RHJ Consulting Group. His practice specializes in helping organizations and individuals design practical yet effective organizational leadership, diversity & inclusion and cultural transformation strategies.
    A

  • ROUNDTABLE: Maximizing CRA Opportunities (Closed to Media)

    Location: Congressional Room,
    Second Floor


    Speaker(s)

    Robert Chrane, Chief Executive Officer, Down Payment Resource

    Sandra Braswell, Senior Vice President, Mortgage CRA and Fair Lending Manager, BB&T

    Richard T. Bechtel, Executive Vice President and Head of U.S. Residential Lending, TD Bank

    West Beibers, CMB, AMP, President, The Commonwealth Group

    Breakout Session,

    Roundtable

    Read more Read less

    Obtain quick tips on how to improve or expand your CRA residential mortgage lending program, whether through growing in-house volume or generating volume through third-party partnerships.

    Speaker(s)

    Robert Chrane, Chief Executive Officer, Down Payment Resource

    Rob Chrane has more than three decades of experience in real estate and mortgage finance. He founded Down Payment Resource in 2008 to match homebuyers and properties to down payment assistance programs -- like Match.com for down payment help. Chrane has been recognized as a HousingWire Vanguard for his leadership in the housing economy.  Down Payment Resource was recognized as one of the industry’s most innovative technology companies by HousingWire TECH100™ and Inman News as “Most Innovative New Technology.”  As a volunteer leader with housing community organizations, Chrane has served with the Urban Land Institute and its Terwilliger Workforce Housing Center; and the Metro Atlanta “Piece by Piece Regional Foreclosure Initiative.” He has also been active with the National Council of State Housing Agencies; the National Association of Local Housing Finance Agencies; and the National Housing Council.  Chrane also worked on numerous Habitat for Humanity homes and served as a board member and fundraiser for the Buckhead YMCA for more than 15 years.

    Sandra Braswell, Senior Vice President, Mortgage CRA and Fair Lending Manager, BB&T

    Sandra Braswell is a BB&T Senior Vice President, and BB&T’s Mortgage CRA / Fair Lending Manager.  She supports BB&T’s Mortgage Managers and Mortgage Loan Officers throughout their footprint in their outreach initiatives to provide a “Map to Homeownership” to First-Time Homebuyers. Sandra works with BB&T’s Mortgage Lending Administration, CRA Department and Fair Lending Department to execute on strategic objectives to provide Affordable Housing opportunities to the communities they serve.

    Richard T. Bechtel, Executive Vice President and Head of U.S. Residential Lending, TD Bank

    Rick Bechtel is Executive Vice President, Head of U.S. Residential Lending for TD Bank. In this role, Rick is accountable for all aspects of consumer lending across the mortgage and home equity businesses. This includes strategy, product and P&L management, and leading the national sales team and secondary markets groups. Rick's focus is on growing TD Bank's residential lending businesses and mortgage salesforce, while ensuring TD remains aligned to the bank's risk profile and focused on the customer. Additionally, Rick is leading the development of a best-in-class technology platform designed to support TD's Retail, Consumer Direct and Correspondent Lending channels.  With nearly 30 years of banking and management experience, Rick is a versatile leader with expertise in sales, operations, capital markets, compliance, marketing, technology, and product development. He most recently served as Managing Director, Head of Mortgage Banking at CIBC (formerly The PrivateBank), a leading Canadian-based global financial institution, where he led the business to win the inaugural Mortgage Bankers Association Diversity & Inclusion Award.  An accomplished executive, Rick has also built and led preeminent sales teams at both Wells Fargo and Chase, with demonstrated success in profitably scaling the business, while capturing significant cross-sell and market share. Rick's strong passion for the customer, combined with his keen understanding of store networks, brand, sales model and organizational culture, position him to drive the growth and profitability of TD's Mortgage and Home Equity businesses.  He is a well-regarded industry leader, currently serving on the Mortgage Bankers Association Diversity & Inclusion Committee, and the Ellie Mae Executive Advisory Board, and speaking regularly at national conferences on subjects ranging from M&A and sales strategy to organizational diversity.

    West Beibers, CMB, AMP, President, The Commonwealth Group

    West Beibers is a 30 year veteran of the mortgage banking industry. He has served in a variety of management capacities during that time including production, underwriting, operations, quality control, and regulatory compliance. West holds the FHA Direct Endorsement, VA Automatic and Staff Appraisal Reviewer designations.  West also holds the Certified Mortgage Banker (CMB) designation and is active with the Mortgage Bankers Association at the State and National Levels. He serves currently as President of The Commonwealth Group, a consulting firm to the mortgage banking and banking industries for quality control, compliance, and fair lending

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