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Sunday, March 29, 2020

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    Countless internal and external factors have to be considered by mortgage lenders who are trying to set their company up for success and growth in the years to come. MBA Education and industry experts from CGI Inc. are pleased to provide a first-of-its-kind Disruption Day. This intensive and interactive workshop is aimed at helping the mortgage lender accelerate change to your operational model, better define your business and digital strategy, and start innovating and designing transformative solutions for the future.

    Pricing and Registration:*
    MBA Members: Before 2/17: $400 / After 2/17: $450
    Non-Members: Before 2/17: $600 / After 2/17: $600

    * Please contact education@mba.org for your discount or to register.

    Speaker(s)

    Pat B. Taylor, Managing Director, New Directions Consulting Services

    As Managing Director of New Directions Consulting Services, Pat Taylor is focusing on working with lending institutions who are interested in changing their business model from traditional production to include building servicing portfolios, building MSR assets, adding TPO production and creating additional streams of revenue.  She served as President of AFG in Marlton NJ and concluded the company’s sale and transfer to Freedom Mortgage in 2015. She has also served as VP, Servicing Solutions Group at Indecomm Global Services and SVP of Mortgage Operations, for Urban Trust Bank, where she was a member of the bank’s founding executive team and responsible for establishing the mortgage division. Pat’s vast experience also includes serving as Managing Director of the EDS Credit and Real Estate Services Practice, where she consulted with executive management teams of both domestic and international mortgage and banking organizations, including the Westpac Banking Corporation in Australia and Bancomer in Mexico. She has served as a faculty member for the MBA for over 10 years and teaches a number of courses for MBA, including the School of Mortgage Banking and the School of Mortgage Servicing and facilitates workshops for IT Professionals.

  • MISMO Bootcamp (Full-day Workshop; Separate Registration Required)


    Speaker(s)

    Charlie Epperson

    Ralph Russo, Senior Consultant, Actualize Consulting

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    MISMO’s Boot Camp pulls together key content from MISMO Fundamentals and MISMO’s Implementation Case Study courses into ONE comprehensive offering. This course streamlines the education process for understanding and using the MISMO standard, covering core concepts related to MISMO including: the XML reference model, information on MISMO’s new logical data model, information on how to create specifications for a MISMO implementation and more!

    Pricing and Registration:*
    MISMO Members: $599
    Non-Members: $999

    Receive $100 off when you register for both the Tech2020 Conference and this workshop.

    * Please contact info@mismo.org for your discount or to register.

    Speaker(s)

    Charlie Epperson

    Charlie Epperson 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.  Charlie is a Certified MISMO Standards Professional (CMSP) and maintains several leadership positions in MISMO.  He serves as the Chair of MISMO’s Education Committee and as such is an ex-officio member of MISMO’s Board of Directors.  He is also an elected member of MISMO’s Residential Standards Governance Committee and served as the Chair of the Title workgroup for many years.  He has led several development workgroups to accomplish MISMO projects within the eMortgage space. He also has served many years on MISMO’s Council of Chairs. Outside of all that he does within MISMO, he is 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, was selected in 2009 as a “Technology All-Star” for Mortgage Banking Magazine.

    Ralph Russo, Senior Consultant, Actualize Consulting

    Ralph Russo has been with Actualize Consulting since 2013 working on various projects for Fannie Mae, Ginnie Mae and other companies within the residential mortgage industry.  Previously Ralph spent 15 years at PNC Real Estate/Midland Loan Services in their Servicing and Technology divisions.  Ralph has experience in the areas of commercial mortgage servicing, software development, system implementation and XML development using MISMO standards.  He is fluent with both the ULDD (Loan Delivery) and UCD (Closing) data sets enlisted at the GSEs.  Ralph has completed all requirements to obtain the status of a Certified MISMO Standards Professional (CMSP).  He is currently participating in the Servicing and Architecture workgroups and is a member of the MISMO Education Committee.  He was recently named co-chair of the Commercial MISMO Appraisal Developmental Work Group.

     

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    The residential mortgage and commercial real estate finance industries are evolving rapidly for a host of reasons, including the constant change and innovation that comes from deploying new technologies. Learn why and how our industries are changing, and what the future holds, so your business is ready for tomorrow.

    Speaker(s)

    Teresa Blake, Managing Director, KPMG

    Teresa is a true “hand’s on” consultant with over twenty five years of diverse consulting & industry experience. She is a results-focused leader with demonstrated ability to formulate & implement organizational change strategies, process improvements, and technology solutions to satisfy a range of strategic imperatives. She has a proven record of managing large-scale, mission critical initiatives through the entire project lifecycle, including scope management, issue resolution, risk mitigation, and execution.  Teresa led both vendor due diligence to select a new Mortgage Loan Origination System (LOS) and the LOS Planning/Configuration Execution phase of BKFS’ Empower Retail LOS implementation with two large regional lenders.  She led the LOS Implementation of Empower with a large mid-west regional lender and an Empower User Acceptance Testing program with a large investment bank.  She completed an Empower upgrade for a lender in Northern California.  She completed a Point of Sale (POS) & Pricing Engine selection for a Top 5 Canadian Bank.  She has also recently wrapped up Optimization assessment work at a Top 5 International Bank and a LOS Selection for a BPO provider and a growing mortgage bank in Oklahoma

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    Start your conference with a drink meet with over 80 exhibiting fintech and service providers working to keep your business up with the future.

Monday, March 30, 2020

  • Opening General Session: David Pogue 2.0 - The Next Wave of Consumer Tech and How it will Affect your Business


    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

    Kristy Fercho, 2020 MBA Vice Chairman and President of Mortgage, Flagstar Bank, FSB

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

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    It’s standard for consumers to adopt new technologies before institutions do. But it’s also standard for these technologies to seep into the workplace through the backdoor, as those consumers become employees. Join us for David Pogue 2.0 as he explains how the coming explosions in voice control, the Internet of Things, automated vehicles, the sharing economy and how TV cord-cutting affect the businesses of designing, building and marketing goods and services in the new, hyper-connected society. The keynote presentation will be preceded by opening remarks from MBA’s President and CEO, Bob Broeksmit, and MBA’s 2020 Vice Chairman, Kristy Fercho, as well as the 2020 MBA NewsLink TECH All-Star Awards.

    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

    Tech columnist and New York Times best-selling author David Pogue is one of the most entertaining, informative and enormously popular speakers out there today. David Pogue provides invaluable insights on how technology impacts our work, businesses, and connections with each other— now and into the future. A long-time columnist for the New York Times and five-time Emmy winner for his stories on CBS Sunday Morning, David Pogue has been at the forefront of new and emerging tech trends for nearly two decades. Millions follow and trust his tech reviews and enjoy his CBS Sunday Morning and NOVA reports. He is one of the world’s best-selling “how-to” authors, with more than 100 titles and 3 million copies in print. These include seven books in the For Dummies series, his own Pogue’s Basics series of essential tips and shortcuts, and the Missing Manual series of computer books. Best known for previewing new consumer technology and trends and forecasting their business applications, Pogue is also one of the country’s most sought-after speakers on disruptive technology in a fast-changing world. With a broad knowledge of business and tech, he provides an enlightened perspective of the state of technology today—and how it’s shaping everyone’s tomorrow.

    Kristy Fercho, 2020 MBA Vice Chairman and President of Mortgage, Flagstar Bank, FSB

    Kristy Fercho joined Flagstar Bank in 2017 as executive vice president and president of Mortgage. In this capacity, she is responsible for the direction and oversight of all aspects of mortgage and secondary marketing for Flagstar and for the continued expansion of Flagstar’s mortgage business. Flagstar is the nation’s fifth largest bank mortgage originator.  Prior to Flagstar, Fercho spent 15 years with Fannie Mae, ultimately serving 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, representing an 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 Fannie Mae, she worked for eight years at PepsiCo, reaching the level of director of Human Resources for several corporate functions worldwide. Fercho began her career at Baxter Healthcare in sales, operations, and HR positions.  Fercho serves on the board of directors of the Mortgage Bankers Association and the Detroit Zoological Society. MReport honored her as one of the Top Women in Housing, Diversity Journal listed her among its Women Worth Watching, National Mortgage Professional Magazine named her to its list of Most Powerful Women, and the Michigan Chronicle selected her for its Women of Excellence recognition.

    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.

  • THE MEETING SPOT: Q&A with David Pogue


    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

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    After the opening general session, come to THE MEETING SPOT in THE INNOVATION HUB for audience Q&A with David Pogue.

    Speaker(s)

    David Pogue, New York Times Columnist, Emmy-Winning CBS Sunday Morning Contributor & NOVA Host

    Tech columnist and New York Times best-selling author David Pogue is one of the most entertaining, informative and enormously popular speakers out there today. David Pogue provides invaluable insights on how technology impacts our work, businesses, and connections with each other— now and into the future. A long-time columnist for the New York Times and five-time Emmy winner for his stories on CBS Sunday Morning, David Pogue has been at the forefront of new and emerging tech trends for nearly two decades. Millions follow and trust his tech reviews and enjoy his CBS Sunday Morning and NOVA reports. He is one of the world’s best-selling “how-to” authors, with more than 100 titles and 3 million copies in print. These include seven books in the For Dummies series, his own Pogue’s Basics series of essential tips and shortcuts, and the Missing Manual series of computer books. Best known for previewing new consumer technology and trends and forecasting their business applications, Pogue is also one of the country’s most sought-after speakers on disruptive technology in a fast-changing world. With a broad knowledge of business and tech, he provides an enlightened perspective of the state of technology today—and how it’s shaping everyone’s tomorrow.

  • Read more Read less

    Imagine if technology could enable more efficient mortgage originations and better decision making.  What if your originations system super-charged producers, giving them better information at a faster pace, with the correct data coming in from the beginning of the process? Hear about where today’s front-end systems are, and are not, fulfilling their promise.

  • Breakout Session: Cybersecurity & Privacy Track: Wire Fraud, Ransomware, & Other Security Threats


    Speaker(s)

    Ike Suri, Chairman and Chief Executive Officer, FundingShield LLC

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    Security threats continue to evolve as bad actors change tactics to stay ahead.  Understanding changing  threats and tactics is necessary to effectively protect your organization.  Listen in as experts discuss the latest threats, including ransomware and wire fraud, and what you can do to protect your organization.

    Speaker(s)

    Ike Suri, Chairman and Chief Executive Officer, FundingShield LLC

  • TECH2020 Showcase with Live Demos


    Speaker(s)

    Julian Hebron, Founder, The Basis Point

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    MBA’s Tech Showcase gives you quick access to solutions providers and fintech companies focused on bringing the digital mortgage experience to life. Hosted by The Basis Point’s Julian Hebron, this year’s showcase offers 24 live demos of innovative products on the large stage, to help you navigate which solutions will bring your organization into the future. See what you need to see from providers covering the entire mortgage process.

    The Tech Showcase will include:

    AI Foundry's Loan Automation Platform integrates computer vision, machine learning, and robotic processing to automate mortgage document processing, boosting productivity and helping organizations to adapt to changing market conditions, manage compliance and drive bottom-line improvements.

    AutomatIQ Collateral from CoreLogic brings the underwriting of valuation, title and hazard to one platform, eliminating the need for “stare and compare” and using a dozen systems to underwrite one loan file, providing a transformative approach to underwriting collateral and managing business processes through automated systems.  

    Besmartee’s® Wholesale Mortgage TPO Platform provides an automated, centralized, mobile responsive submission portal, giving the wholesale lender the ability to retain existing broker relationships.

    Black Knight's AFT Multifamily Prepayment and Credit Model forecasts mortgage behavior at the loan and pool-level across all types of multifamily properties.  

    DocMagic’s Total eClose® automates a fundamentally labor-intensive process, accelerates data transfer, improves accuracy by eliminating transcription errors, and streamlines a path to the digital eClosing process.

    Ellie Mae AIQ provides data-driven automated document recognition, classification and data extraction to drive down costs and time of loan origination, acquisition and servicing.

    FinLeads, a component of Tavant VELOX – Salesforce based customer acquisition and engagement product that maximized lead potential and accelerates closures.

    Homebot's "client-for-life portal" maximizes repeat and referral business for lenders by empowering consumers to build wealth through homeownership. With an average 50% monthly engagement rate across millions of homeowners, Homebot is leading this new must-have category of a lender’s technology stack.

    Loan Vision Advanced Budgeting & Forecasting Module

    Lodasoft's mortgage task automation software enhances productivity and quality while providing structure and guidance for all members of the process, by consolidating multiple tools onto a singular dashboard, enabling you to re-engineer your loan manufacturing process to create repeatability, increase efficiency, and ultimately shrink cycle times while lowering cost.

    MortgageFlexONE is a complete end-to-end digital experience automates all functions inherent to the digital loan origination and servicing processes, taking a loan from digital consumer experience all the way to servicing.

    MTS Software Solutions' IntellaLend - Loan quality management platform

    Nexsys Clearn Sign™ a secure, online closing platform, specifically built for the mortgage industry, connects consumers with notary signing agents, eliminating the chance for missed signatures and other crucial information on digital documents.  

    Optimal Blue’s Resitrader creates robust APIs designed to create lights-out integrations and the addition of new loan products, expanding the value they deliver as a unified Loan Trading Solution to originators, investors, other hedge advisory firms, and the industry as a whole.

    Origence Mortgage LOS provides an end-to-end mortgage loan platform significantly increasing customer engagement, loan pull-through and profitable growth for lenders.

    Reggora’s appraisal technology provides lenders and appraisal vendors with a two-sided software that streamlines the appraisal process through advanced and customizable workflows, using payment processing, algorithmic appraisal ordering, and automatic rule-based reviews and delivery.

    Salesforce - Financial Services Cloud powered by the customer 360 platform helps lenders to unlock a full view of borrowers to streamline the mortgage process and deliverer a transparent rapid home buying experience.

    SimpleNexus’ Integrated Disclosures Solution makes sending and signing disclosures packages easy for borrowers, Loan Officers and underwriters via a mobile app on a single platform.

    Symmetri from MetaSource is an enterprise mortgage origination platform automation tool that integrates POS software with your LOS, alleviating manual processes to increase data accuracy, speed up the closing process and reduce the overall cost per loan.

    (A full demo schedule will be posted in February, 2020.)

    Speaker(s)

    Julian Hebron, Founder, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales & strategy consultancy for finance & real estate companies, and a financial media brand for consumers. Over the last 20 years, he's served in executive sales and marketing roles at UBS, Wells Fargo, loanDepot, and LendUS (formerly RPM Mortgage). Julian is known for bringing clear thinking and modern strategies to help companies maximize technology impact, elevate salespeople, and lead the way in this disruptive era.

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    A cyberattack can cripple your organization the same way a natural disaster can. Even the best security protection may not be enough.  Learn what to do when your nightmare becomes a reality.

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    Commercial mortgage underwriting is traditionally a labor-intensive process.  It is driven by data entry, validation, and formatting, often in Excel spreadsheets that siphon key data  and decisions into standalone electronic documents.  Learn how technology solutions are being used to lighten the load, improve decision-making and centralize data in the loan underwriting process.

  • Breakout Session: Digitalization Track: The Past and Future in Digital Mortgages


    Speaker(s)

    Garth E. Graham, Senior Partner, STRATMOR Group

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    You might be surprised by the state of digital mortgage adoption.  This session will outline digital mortgage successes and provide attendees with a roadmap for what is coming.

    Speaker(s)

    Garth E. Graham, Senior Partner, STRATMOR Group

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    Imagine an antiquated lending industry revamped by embracing Artificial Intelligence (“AI”) and machine learning.  Panelist will dive  into how you can best leverage data to drive faster, smarter processes through the use of continuously learning AI.

    Speaker(s)

    Grace Qi, Product Manager, Blend

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    A fully automated mortgage process has the power to significantly reduce the cost of mortgage origination – making home loans more accessible to a larger swath of American borrowers. Success will likely require effective collaboration with other organizations. Learn what is important, and what is not, when evaluating and administering technology partnerships.

    Speaker(s)

    Tim Von Kaenel, CPO, Cloudvirga

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    Having data is one thing, learning from it is another.  Real estate finance firms are getting better and better at tapping into their data to understand important business trends and help inform credit and other decisions.  Join us to see how business Intelligence (BI) systems are helping firms organize, explore, present and democratize the wealth of information they hold.

  • Breakout Session: Digitalization Track: Moving Digital Upstream


    Speaker(s)

    Narayan Bharadwaj, Senior Client Partner, Banking & Financial Services, Cognizant

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    Can lenders move upstream to further enhance the borrower experience while driving greater efficiencies in their cost to acquire a lead?     Learn how leading lenders have applied digital marketing and rich content management strategies to reach potential homebuyers.

    Speaker(s)

    Narayan Bharadwaj, Senior Client Partner, Banking & Financial Services, Cognizant

    Narayan Bharadwaj is a Senior Client Partner with Cognizant’s Banking & Financial Services division. In his current role, Narayan helps mortgage banks and depository institutions execute on their transformation to the digital era across business, operating and technology models.  Narayan has an experience of 26 years in the Banking & Financial Services industry with an extensive concentration on consumer lending. Narayan’s career spans executive leadership positions in technology companies serving the banking industry namely, CEO & General Manager of Wipro Gallagher Solutions, President & COO, Financial Services at Docutech Corporation and as technology executive in financial services organizations such as GE Consumer Finance and Citibank Global Consumer Bank responsible for large global technology programs.

  • Breakout Session: Emerging & Innovative Technologies Track: APIs - How Flexible Delivery Drives Mortgage Efficiency


    Speaker(s)

    Celine Adams, Vice President, Business Development, First American Mortgage Solutions

    Amy Pedersen Cross, Senior Project Manager, Ellie Mae, Inc.

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    Application Programming Interfaces (APIs) can improve internal mortgage workflows, eliminate bottlenecks and reduce cost overruns. Because they are platform agnostic, APIs provide the flexibility to test-drive and update your workflow processes incrementally or holistically.  This session will discuss best practices for developing them.

    Speaker(s)

    Celine Adams, Vice President, Business Development, First American Mortgage Solutions

    Amy Pedersen Cross, Senior Project Manager, Ellie Mae, Inc.

    Amy Pedersen Cross is the Senior Project Manager of Encompass and Encompass Platform, and most recently Developer Connect, for Ellie Mae.  Before joining the mortgage industry, Amy was a software engineer working in telecommunications and infectious disease diagnostics systems.   During her over twenty year mortgage industry career, she’s worked in all areas of the mortgage process, helping some of the largest banks in the country deliver innovative solutions for retail originations, wholesale acquisition, correspondent lending and purchasing, and Secondary Marketing.  During the aftermath of the mortgage crisis, she worked with the GSEs and servicing clients to help clients remain in their homes through qualifying them for products from deeds in lieu of foreclosure, short sales, HAMP and other modification programs.  As part of Ellie Mae, Amy and her team are responsible for adding unique and innovative new product and compliance updates to the Encompass Platform, most recently with the implementation of both the new dynamic HELOC and URLA projects.

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    Niche lending products can help lenders tap into new borrower markets and create a diversified stream of business to help shield themselves during times of market volatility. But before diving into niche products head-first, lenders should evaluate operational, training and compliance requisites. In this session, panelists will discuss how lenders can leverage technology to launch into niche product success.

    Speaker(s)

    Wendy Peel, Vice President, ReverseVision

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    Grab a drink and meet with over 80 exhibiting fintech and service providers working to keep your business up with the future.

Tuesday, March 31, 2020

  • General Session: Market Dynamics and Competitive Pressures


    Speaker(s)

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

    Marina Walsh, Vice President of Industry Analysis, Mortgage Bankers Association

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    What are we spending money on today? What does tomorrow’s economy look like? Who might we be lending to? Understanding today’s competitive pressures and future financial and demographic expectations can help you make informed technology investment decisions. Listen in as MBA’s Chief Economist, Mike Fratantoni, and Vice President of Industry Analysis, Marina Walsh, share their research into these important topics.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist, Senior Vice President of Research & 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 MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS. Prior to joining MBA, Fratantoni worked in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Marina Walsh, Vice President of Industry Analysis, Mortgage Bankers Association

    Marina Walsh is Vice President of industry analysis in MBA’s research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to 20 years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA’s  spokesperson for the Quarterly National Delinquency Survey.  Results of her work have been published in all of the major trade publications as well as national and local newspapers. Walsh was named to HousingWire’s “2016 Women of Influence” list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate. Prior to joining MBA, Walsh was a manager in Ernst and Young’s Real Estate Advisory Services Group.

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    Fannie Mae and Freddie Mac account for roughly 40% of all multifamily lending and work with a wide range of firms in the commercial and multifamily real estate finance space.  Hear how senior multifamily technology leaders manage to ride the technology wave, where they are focusing their energies and what they see as they key opportunities and challenges in the coming years.

  • Breakout Session: Cybersecurity & Privacy Track: Blending Inside Staff with Outside Experts to Build a Great Security Team


    Speaker(s)

    John-Thomas Gaietto, Executive Director, Cybersecurity Services, Richey May & Co., LLP

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    You have a great security team, but still feel you need help, and outsourcing everything is impractical and expensive.  The use of vendor experts to supplement your internal organization may fill the gap to address specific challenges.   Experts discuss how you can make the most of your security resources by utilizing a blend for internal and vendor expertise.

    Speaker(s)

    John-Thomas Gaietto, Executive Director, Cybersecurity Services, Richey May & Co., LLP

  • TECH2020 Showcase with Live Demos


    Speaker(s)

    Julian Hebron, Founder, The Basis Point

    Read more Read less

    MBA’s Tech Showcase gives you quick access to solutions providers and fintech companies focused on bringing the digital mortgage experience to life. Hosted by The Basis Point’s Julian Hebron, this year’s showcase offers 24 live demos of innovative products on the large stage, to help you navigate which solutions will bring your organization into the future. See what you need to see from providers covering the entire mortgage process.

    Demo Schedule to be posted February, 2020.

    Speaker(s)

    Julian Hebron, Founder, The Basis Point

    Julian Hebron is founder of The Basis Point, a sales & strategy consultancy for finance & real estate companies, and a financial media brand for consumers. Over the last 20 years, he's served in executive sales and marketing roles at UBS, Wells Fargo, loanDepot, and LendUS (formerly RPM Mortgage). Julian is known for bringing clear thinking and modern strategies to help companies maximize technology impact, elevate salespeople, and lead the way in this disruptive era.

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    From Robotic Process Automation to Artificial Intelligence, it can be hard to keep track of what’s real and what’s hype!  Join this discussion of where real estate finance firms have acutally found real-life applications for machine learning, and where the buzz still lies ahead of reality.

  • Breakout Session: Cybersecurity & Privacy Track: Privacy Roundtable


    Speaker(s)

    Justin Wiseman, Associate Vice President and Managing Regulatory Counsel, Mortgage Bankers Association

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    This open roundtable will discuss the implementation of the California Consumer Privacy Act (CCPA), the emergence of other privacy laws and regulations, and planning for a future with new privacy requirements.

    Speaker(s)

    Justin Wiseman, Associate Vice President and Managing Regulatory Counsel, Mortgage Bankers Association

  • mPower Lunch: Command any Room


    Speaker(s)

    Ruth Sherman, Executive Speech Coach and Celebrity Media Trainer

    Marcia M. Davies, Chief Operating Officer, Mortgage Bankers Association, and Founder, mPower

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    You have the knowledge and experience. You know whom you must get in front of. Those things aren’t the problems. Here’s what is: You need the right combination of message and delivery skills to move decision-makers to action. Presenting and communicating in a skillful and confident manner enables you to pry open the doors to power and become recognized as a force, which subsequently converts to increased recognition and revenues. In this dynamic and interactive presentation, you’ll learn tools and techniques you can apply immediately to influence stakeholders so they become champions, clamor to do business with you and enthusiastically refer you to their networks.

    Speaker(s)

    Ruth Sherman, Executive Speech Coach and Celebrity Media Trainer

    Ruth Sherman, M.A., works with global CEOs, public figures, and international celebrities looking to have a greater impact in their personal, public communications.  Five of her clients have won Oscars and one the Pulitzer Prize.  A leading authority on political communication,  she is widely quoted in the press including the New York Times, Washington  Post, and TIME, among many others, contending the best communicator and connector wins.  Ruth has written two books, the most recent of which is SPEAKRETS®: The 30 Best, Most Effective, Most Overlooked Marketing & Personal Branding  Essentials. A highly sought after speaker, she has been engaged to share her insights by organizations as varied as Google, Microsoft, and NBC/Universal.

    Marcia M. Davies, Chief Operating Officer, Mortgage Bankers Association, and Founder, mPower

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

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    Commercial real estate finance is generally a business-to-business enterprise, but that doesn’t mean the borrower doesn’t want, and expect, the same convenience they get from technology when shopping or interacting as a private individual.  From marketing to loan servicing, come hear how technology is changing interactions with CREF borrowers.

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    Customer experience is critical. But we still don’t have great end-to-end solutions.  This unique session will look at best practices related to product development and design from other industries that can easily and quickly be deployed by mortgage lenders.

    Speaker(s)

    Abhinav Asthana, Head of Product Innovation and Strategy, Tavant

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    Amid mounting industry pressures, many banks have handed off key components of their mortgage businesses to scrappy tech startups armed with data and machine-learning capabilities.  This session will explore how incumbents and startups can successfully collaborate to digitize the mortgage-origination process, saving time, cutting costs, reducing human error, and creating a more enjoyable experience for the borrower.

  • Breakout Session: Implementing Technology Track: Best Practices for Developing a Scalable Lending Operation


    Speaker(s)

    Julie Piepho, CMB, AMP, Executive Strategic Advisor, Credit Plus, Inc.

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    Future success is dependent upon a scalable organization.  Lenders must plan for unplanned increases and decreases in volume to be more efficient, productive and profitable. Join us as we investigate all aspects of developing a scalable organization, so you know what to do.

    Speaker(s)

    Julie Piepho, CMB, AMP, Executive Strategic Advisor, Credit Plus, Inc.

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    Commercial real estate finance is a huge industry in dollar terms – with $3.5 trillion in commercial mortgage debt outstanding.  However, given the large size of the individual transactions, there aren’t the same number of transactions in CREF we find in many other industries.  Learn from experts what those numbers mean for deploying tech solutions in different areas, and the industry’s ability to support investment in various technology solutions.

    Speaker(s)

    Jamie Woodwell, Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP. Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

  • Breakout Session: Digitalization Track: Lender and Settlement Integration in Closing


    Speaker(s)

    Harry Gardner, Executive Vice President, eStrategies, Docutech

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    Originators and settlement agents have faced challenges when it comes to being fully in sync in the closing process, and the digital mortgage is no exception. Lenders want to provide a smooth, fast and easy closing experience, while settlement agents want a single, consistent way to receive lender packages. Find out how a new paradigm in the pre-closing and closing process flows can help solve these challenges.

    Speaker(s)

    Harry Gardner, Executive Vice President, eStrategies, Docutech

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    As lenders aspire to go “fully digital,” there are many opportunities beyond the front end of the origination process.  Our panel of innovators discuss the latest and greatest technological advancements to enable you to deliver exceptional customer service, provide near-real time responses, and significantly reduce the potential for errors.

    Speaker(s)

    Tammy Richards, Chief Operating Officer, loanDepot.com LLC

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