Schedule

Schedule subject to change.

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

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Sunday, March 24, 2019

  • Registration

    Location: Reunion Foyer,
    Lobby Level

    Registration

  • Read more Read less

    Register for both this workshop and TECH19 and receive $50 off each for a total discount of $100.

    To help its institution reach its business goals, strategic objectives, and remain in compliance with regulators, the IT team needs to be a partner to its business peers. This workshop emphasizes the interrelated roles of the departments within a residential mortgage banking firm and the relationship of various institutions and agencies in the real estate finance industry. The course provides a basic foundation in loan production, secondary marketing, and servicing. It also highlights key concepts in real estate mathematics, quality control, and of increasing importance, the latest in regulatory compliance and the impact rules and regulations have on technology and vendor management.

    Who Should Attend?

    Chief Technology Officers; Chief Information Officers; IT Professionals of all levels of experience;

    Anyone seeking to gain a foundational understanding of residential mortgage finance concept

    Pricing and Registration

    MBA Members – Before Feb. 10: $400. After Feb. 10: $450
    Non-members – Before Feb. 10: $550. After Feb. 10: $600

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

  • MISMO Event

    Read more Read less

    Register for both this workshop and TECH19 and receive $50 off each for a total discount of $100.

    The workshop provides an overview of MISMO®, the Mortgage Industry Standards Maintenance Organization. Instructors explore how MISMO adds value to the industry; core concepts which are foundational to the standards; the standards development process; the, purpose and organization of the Logical Data Dictionary and the MISMO Reference Model.

    Who Should Attend?

    IT and Business Professionals of all levels of experience.  This workshop is designed for business and technology professionals who are currently (or who may soon be) involved in the consideration, planning, and/or development of a MISMO-based project.

    Pricing and Registration
    MBA and MISMO Members – Before February 10: $349/After February 10: $400
    Non-members – Before February 10: $500/ After February 10: $600

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

     

     

  • Committee Meeting

  • Committee Meeting

  • Special Session: How Technology is Rapidly Changing the Mortgage Industry

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Teresa Blake, Managing Director, KPMG LLP

    John Cabell, Director, Financial Services, Global Business Intelligence Team, J.D. Power and Associates

    Rick Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    CREF Track,

    Special Session

    Read more Read less

    Technologies that have revolutionized other industries are finally coming to the mortgage industry.  This interactive session will discuss the significant changes that are already underway and those that may soon come to both the mortgage banking and commercial real estate finance industries.

    Speaker(s)

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Aaron J. Perlis, executive vice president and chief technology officer, joined Walker & Dunlop in 2002 as part of the Structured Finance and Equity team. In his current role, Mr. Perlis is responsible for the Company’s Information Technology department with a focus on the strategic implementation of new technologies across the Company and leveraging data to enhance all phases of the business. Mr. Perlis is also a member of the Company’s executive committee.  Prior to his current role, Mr. Perlis was responsible for Walker & Dunlop’s strategic business initiatives, including mergers and acquisitions, as well as new product development. Mr. Perlis was a member of the Company’s team responsible for the acquisition of certain assets from Column Guaranteed in 2009 and worked closely with senior management to successfully execute the Company’s initial public offering in December 2010, the acquisition of CWCapital’s Agency business, and several other acquisitions.  Previously, Mr. Perlis held various roles with the Company’s principal investments group and was responsible for the portfolio management of the group’s investments as well as the due diligence and financial analysis associated with the construction, mezzanine debt, and joint venture financing of investments and acquisitions made by the principal investments group. He has been involved in the acquisition, disposition, and financing of over $2.2 billion of commercial real estate transactions throughout the United States.

    Teresa Blake, Managing Director, KPMG LLP

    Teresa Blake is a Managing Director at KPMG LLP.  In this role, Teresa assists lenders with business optimization/transformation programs and technology platform installations with the goal of improving customer experience, reducing cost and complexity.  She has over 25 years of diverse management experience, formulating and implementing organizational change strategies, process improvements, and technology solutions. 

    John Cabell, Director, Financial Services, Global Business Intelligence Team, J.D. Power and Associates

    John Cabell is a Director of Financial Services within J. D. Power’s Global Business Intelligence. In this role he is responsible for advancing J.D. Power’s market leadership by providing customer-focused advisory and intelligence. Specifically, he works with top tier lending clients across North America to advance customer experience analytics and strategies for a variety of lending products and services.  Mr. Cabell joined J.D. Power in 2018 from First Guaranty Mortgage Corporation, where he served as Head of Customer Engagement, partnering with leading customer experience measurement firms to develop B2B and B2C strategies and initiatives to deepen customer loyalty. Previously, he served as Customer Experience Executive at Wachovia Bank, where he led customer excellence for the bank’s mid-Atlantic region. Mr. Cabell also served as a Director at Capital One Financial Corporation in a strategic consulting group, where he led complex, enterprise level initiatives including customer experience transformation.

    Rick Hill, Vice President, Industry Technology, Mortgage Bankers Association

    Rick Hill serves as Vice President of Industry Technology at the Mortgage Bankers Association (MBA). In this role, he is responsible for providing leadership to MBA and its membership relating to operational and technology topics faced by the industry, including through the Mortgage Industry Standards Maintenance Organization (MISMO), which he oversees. He is also responsible for developing the content for MBA's Technology Conference and leading all of MBA's technology forums and working groups - both residential and commercial/multifamily - as well as managing technology related content for MBA Education.  Rick most recently served as MBA's Associate Vice President of Industry Technology. Prior to joining MBA in 2010, Rick was the Director of Data Strategy at Fannie Mae where he was responsible for data standards and best practices, data management including the company's data warehouse, and managing the relationship with regulatory agencies relating to information requirements. Before his time at Fannie Mae, he was a senior auditor with Deloitte & Touche.

    Tammy Richards, Chief Operating Officer, loanDepot.com, LLC

    As loanDepot’s Chief Operations Officer, Tammy Richards is responsible for the growth and refinement of our loan production processes including underwriting, processing, funding and closing, and quality assurance protocols. Her charter further embeds integrated tech application and process-driven insights to simplify our consumer-facing loan processes. With more than 30 years of lending experience, Tammy has held senior roles at Wells Fargo, Bank of America, and Caliber Home Loans, overseeing the industry’s ongoing tech integration. Tammy is a Black Belt, Six Sigma, and has studied accounting, finance and business at California’s Orange Coast College and the University of Phoenix.

  • Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

Monday, March 25, 2019

  • Registration

    Location: Reunion Foyer,
    Lobby Level

    Registration

  • Continental Breakfast

    Location: Reunion Foyer,
    Lobby Level

    Breakfast

  • Opening General Session: The Future of Innovation

    Location: Reunion Ballroom E,
    Lobby Level


    Speaker(s)

    George Blankenship, Former Executive at Tesla Motors, Apple Computer and Gap, Inc.

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, CMG Financial

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

    General Session

    Read more Read less

    What does it take to transform a company from status quo market contender to forward-thinking and dynamic player of the future? Industry leader and expert George Blankenship looks to the future and explores this question in an engaging and thought-provoking presentation. Widely recognized as the architect of Apple’s brand-building retail strategy, Blankenship formulated and executed one of the most successful retail growth strategies in history by turning the classic engagement model on its head. Most recently, he revolutionized the auto industry by redefining the car-buying experience in his executive role at Tesla Motors. Bringing 30 years of industry experience and invigorating insight, Blankenship shows you how to build your brand based on the unique value that your company provides and how to market and attract new customers. Audience members take away fresh, fascinating ideas and innovative tools for rethinking their role in a competitive environment.

    The keynote presentation will be preceded by the MBA Insights TECH All-Star and MISMO Awards.

    Speaker(s)

    George Blankenship, Former Executive at Tesla Motors, Apple Computer and Gap, Inc.

    In his executive capacities at Tesla Motors, Blankenship successively served as vice president of design and store development, vice president of worldwide sales and ownership experience, and vice president of worldwide retail. In these roles, he redefined the car-buying experience, and in turn revolutionized the auto industry. Tesla’s Model S was named the Motor Trend “Car of the Year” in 2013, only a year after its introduction. It was the first electric car to ever receive this recognition. Prior to his achievements at Tesla, Blankenship served as the senior executive of real estate at Apple. Recognized as the architect of Apple’s brand-building retail methodology, he formulated and executed one of the most successful retail growth strategies in history. His international “Smart Growth Hit List” encompassed major cities throughout Asia, Europe and North America. Apple also saw a material, sustained increase in sales, profit and consumer loyalty following Blankenship’s focus on reformulation of the consumer experience, the building of brand awareness, and ongoing accessibility to customers. Blankenship has also functioned as a real estate consultant for Microsoft and served as a senior executive for real estate strategy at GAP Inc. At GAP, Blankenship managed the growth of over 250 stores per year while establishing an energy-efficient, environmentally forward-thinking retail growth practice. His uniquely innovative processes have transformed secure, status quo organizations into forward-thinking and dynamic players of the future. Blankenship has also meaningfully redefined the purpose and importance of a superior customer experience in contemporary markets, honed and refined corporate values, and deeply strengthened customer loyalty. As an expert of the industry, he offers audiences unmatched insight on the building and creating of brand loyalty and awareness, competitive positioning in the market, and what it takes to deliver superior customer care.

    Christopher M. George, 2019 MBA Chairman, Founder, President and CEO, CMG Financial

    Christopher M. George, Chairman of the Mortgage Bankers Association, is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California.  In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. He also serves as the 2018 Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

    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.

  • Pop-up Shop: Gravitas

    Location: Windsor Room,
    Atrium Level

    Read more Read less

    Visit The Confidence Closet featuring women's clothing line Gravitas. Shop the latest arrivals or sign up for a free personal styling session with Gravitas CEO and Founder, Lisa Sun.

    gravitasnewyork.com

    Mark your calendar to hear Lisa Sun speak at the mPower Lunch on Tuesday at 12:30.

  • Refreshment Break in THE INNOVATION HUB

    Location: Landmark Ballroom,
    Lobby Level

    Networking Opportunities,

    Refreshment Break

  • THE INNOVATION HUB is Open

    Location: Landmark Ballroom,
    Lobby Level

    Exhibit Hours

  • THE MEETING SPOT: Q&A with George Blankenship

    Location: Landmark Ballroom,
    Lobby Level


    Speaker(s)

    George Blankenship, Former Executive at Tesla Motors, Apple Computer and Gap, Inc.

    HUB Event

    Read more Read less

    Speaker(s)

    George Blankenship, Former Executive at Tesla Motors, Apple Computer and Gap, Inc.

    In his executive capacities at Tesla Motors, Blankenship successively served as vice president of design and store development, vice president of worldwide sales and ownership experience, and vice president of worldwide retail. In these roles, he redefined the car-buying experience, and in turn revolutionized the auto industry. Tesla’s Model S was named the Motor Trend “Car of the Year” in 2013, only a year after its introduction. It was the first electric car to ever receive this recognition. Prior to his achievements at Tesla, Blankenship served as the senior executive of real estate at Apple. Recognized as the architect of Apple’s brand-building retail methodology, he formulated and executed one of the most successful retail growth strategies in history. His international “Smart Growth Hit List” encompassed major cities throughout Asia, Europe and North America. Apple also saw a material, sustained increase in sales, profit and consumer loyalty following Blankenship’s focus on reformulation of the consumer experience, the building of brand awareness, and ongoing accessibility to customers. Blankenship has also functioned as a real estate consultant for Microsoft and served as a senior executive for real estate strategy at GAP Inc. At GAP, Blankenship managed the growth of over 250 stores per year while establishing an energy-efficient, environmentally forward-thinking retail growth practice. His uniquely innovative processes have transformed secure, status quo organizations into forward-thinking and dynamic players of the future. Blankenship has also meaningfully redefined the purpose and importance of a superior customer experience in contemporary markets, honed and refined corporate values, and deeply strengthened customer loyalty. As an expert of the industry, he offers audiences unmatched insight on the building and creating of brand loyalty and awareness, competitive positioning in the market, and what it takes to deliver superior customer care.

  • CREF Track: Borrow and Steal: What CREF Can Learn from Single-family Technology

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

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

    Paul Orlando, Executive Vice President and Chief Information Officer - Mortgage Lending, Flagstar Bank, FSB

    Rakesh Sheth, Senior Vice President and Head, Business Insights and Digital Strategy, Wells Fargo Home Mortgage

    Todd Hougaard, Software Product Manager, Mortgage Cadence

    Breakfast,

    CREF Track

    Read more Read less

    With millions of customers and a more homogenous lending market, the single-family mortgage market is a “first-mover” in technology relative to commercial/multifamily. Come hear how key developments in single-family technology are (and are not) likely to flow through to commercial/multifamily.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, 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 the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Paul Orlando, Executive Vice President and Chief Information Officer - Mortgage Lending, Flagstar Bank, FSB

    Paul Orlando is executive vice president and chief information officer for Mortgage Lending at Flagstar Bank, a position he has held since February 2018. He is currently responsible for all IT initiatives and support for Flagstar’s mortgage line of business focusing on leading their transformation to an end-to-end digital platform.  He has over three decades of mortgage banking and IT experience with a strong background in strategic planning, system and process innovation, regulatory compliance, and financial analysis. Previously, he was with Flagstar for 16 years, ultimately leading mortgage technology and credited with introducing and developing innovative products and systems. He also served as CIO at Home Point Financial and United Shore Financial Services.

    Rakesh Sheth, Senior Vice President and Head, Business Insights and Digital Strategy, Wells Fargo Home Mortgage

    Rakesh Sheth is senior vice president and head of business insights and digital strategy for Wells Fargo Home Mortgage. In this role, he is responsible for providing partners with actionable insights, a metrics and analytics platform, and an integrated, fact-based digital business design and strategy to enhance the mortgage customer experience from origination to servicing. Before joining Wells Fargo, Sheth was head of marketing for Discover Financial Services’ student lending business. Previously, he was head of customer experience and analytics for Discover Card Services and Consumer Bank, and held leadership roles at HSBC North America, GE Capital, NAVTEQ, and McKinsey & Company. Sheth received a B.S. in electrical engineering from Gujarat University in Ahmedabad, India.

    Todd Hougaard, Software Product Manager, Mortgage Cadence

    For over two decades Todd Hougaard has been solving the ‘go paperless’ challenge for technology companies. As a Product Manager at Mortgage Cadence, he specifically focuses on bringing lenders and title/settlement agents into streamlined collaboration that merges data, documents and discussions so that loan velocity is improved and top rated security is maintained.

  • Cybersecurity & Privacy Track: Balancing Security & Innovation in the Digital Lending Era

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Jonathan Debonis, Head of Security/CISO, Blend

    Donald Schmidt, Director, Deputy Chief Information Security Officer, Fannie Mae

    Brian Magruder, Ph.D, Senior Vice President, SunTrust Bank

    Breakout Session,

    Cybersecurity & Privacy Track

    Read more Read less

    Data breaches and evolving strategies of bad actors are putting financial institutions under more pressure than ever before. In our first Cybersecurity session of the day, experts offer insight into the most important threats security leaders need to pay attention to. Steps necessary to foster a security-first culture and detail the security measures necessary to protect sensitive information.

    Speaker(s)

    Jonathan Debonis, Head of Security/CISO, Blend

    As Head of Information Security at Blend, Jon focuses on developing better infrastructure, data isolation, and product security by bringing the benefits of cloud computing to traditional organizations. His role also encompasses software development, spec product features, and growing Blend’s internal teams.

    Donald Schmidt, Director, Deputy Chief Information Security Officer, Fannie Mae

    Don Schmidt joined Fannie Mae in August 2016 as the Director, Deputy Chief Information Security Officer, reporting to the Chief Information Security Officer (CISO). In his current role, Mr. Schmidt is primarily responsible for Fannie Mae’s Information Security Architecture, Engineering and Operations, the company’s Cyber Threat Intelligence, Detection and Incident Management/Response and Identify and Access Management.  Mr. Schmidt is a retired military officer with over 27 years of leadership, and IT experience, primarily focused on Information Security. Prior to joining Fannie Mae, he was Vice President, Information Security at Fidelity Information Services (FIS) where he had matrixed responsibilities for the FIS enterprise-wide incident response, corporate investigations and threat intelligence programs.

    Brian Magruder, Ph.D, Senior Vice President, SunTrust Bank

    Brian graduated from Iowa State University with a doctorate degree in sociology and statistics. He’s applied his education in the financial industry and high-tech applications since 1993, with a specific focus on mortgage originations technology for the last twenty years. His career has spanned from technical project management, architecture, consulting, system redesign, and delivery management at several major financial institutions. Brian has been with SunTrust for over six years and is currently the Senior Vice President of mortgage originations technology, with responsibilities over retail, consumer direct, correspondent, and capital markets infrastructure and associated applications.

  • Tech Showcase I with Tech Talk: Data Driven Strategy and Leadership

    Location: Reunion Ballroom E,
    Lobby Level


    Speaker(s)

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

    James M. Deitch, CPA, CMB, Chief Executive Officer, Teraverde Management Advisors TVMA inc.

    Tech Showcase

    Read more Read less

    MBA’s Annual Tech Showcase offers unrivaled access to the innovative products serving the specific technological needs of the residential mortgage industry. This year’s Tech Showcase offers 24 six-minute demos on the large stage all day on Monday, March 25.

    Our first Showcase begins with a 15-mintue Tech Talk: Data Driven Strategy and Leadership

    Showcase I - Demo Schedule

    Podium
    Social media for loan officers

    Floify

    Digital mortgage automation - Point-of-Sale solution

    Nesthawk by Agent Find

    Nationwide MLS search agent

    Ephesoft Cloud HyperExtender

    Digital mortgage content capture platform

    SecureDock

    SAAS solution, cloud-based document transfer and storage

    Snapdocs

    Digital loan closing platform

     

    Speaker(s)

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

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.  Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.  Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

    James M. Deitch, CPA, CMB, Chief Executive Officer, Teraverde Management Advisors TVMA inc.

    James M. Deitch is an entrepreneur, having founded two national banks, several mortgage banking ventures, and four technology-oriented companies.  He currently serves as co-founder and CEO of Teraverde group of companies. Teraverde is a professional advisor to financial services companies.  Teraverde helps banks and mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements.  Teraverde offer Coheus®, a profit intelligence platform to increase lender profitability. Prior to Teraverde, Deitch was co-founder, Chairman and CEO of American Home Bank N.A.  Under Deitch’s leadership, American Home Bank has been cited as one of the fastest growing companies in the United States by INC. Magazine. The Bank was named one of the top 50 residential lenders in the United States by SourceMedia, publisher of American Banker.  American Home Bank was ultimately acquired by BBT.

    Jim is a frequent author for industry publications.  Most recently, he authored “Digitally Transforming the Mortgage Banking Industry”, which was a #1 best selling new release in its category.  His next book, “Strategically Transforming the Mortgage Banking Industry” was released in October, 2018.  It attained #1 best selling new release in its category.

  • CREF Track: Build vs. Buy: Realities and Trade-offs

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Suzy Bashore, Chief Information Officer, PGIM Real Estate Finance

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Robert Orkis, Principal, RKO Technical Services LLS

    Breakout Session,

    CREF Track

    Read more Read less

    Technology development often involves a choice between building technology and buying an “off-the-shelf” product. This session highlights key drivers of the build-or-buy decision and the opportunities, challenges and realities of build AND buy in today’s tech-driven firms.

    Speaker(s)

    Suzy Bashore, Chief Information Officer, PGIM Real Estate Finance

    Suzy Bashore joined PGIM REF in 2004. In her current role as CIO of Information Technology, she is responsible for the organization’s technology strategy and business systems. Suzy’s team partners with the business to implement innovative technology solutions that streamline processes and digitally transform PGIM REF’s technology platform.  Suzy has over 25 years experience in the commercial mortgage servicing industry. Prior to joining PGIM REF, she held senior positions with Lend Lease Real Estate Investments, AMRESCO, and EY.

    Aaron Perlis, Executive Vice President and Chief Technology Officer, Walker & Dunlop, LLC

    Aaron J. Perlis, executive vice president and chief technology officer, joined Walker & Dunlop in 2002 as part of the Structured Finance and Equity team. In his current role, Mr. Perlis is responsible for the Company’s Information Technology department with a focus on the strategic implementation of new technologies across the Company and leveraging data to enhance all phases of the business. Mr. Perlis is also a member of the Company’s executive committee.  Prior to his current role, Mr. Perlis was responsible for Walker & Dunlop’s strategic business initiatives, including mergers and acquisitions, as well as new product development. Mr. Perlis was a member of the Company’s team responsible for the acquisition of certain assets from Column Guaranteed in 2009 and worked closely with senior management to successfully execute the Company’s initial public offering in December 2010, the acquisition of CWCapital’s Agency business, and several other acquisitions.  Previously, Mr. Perlis held various roles with the Company’s principal investments group and was responsible for the portfolio management of the group’s investments as well as the due diligence and financial analysis associated with the construction, mezzanine debt, and joint venture financing of investments and acquisitions made by the principal investments group. He has been involved in the acquisition, disposition, and financing of over $2.2 billion of commercial real estate transactions throughout the United States.

    Robert Orkis, Principal, RKO Technical Services LLS

    Bob is currently and Independent consultant covering in all aspects of Mortgage Technology.  Bob’s background includes almost 15 years with GE Capital with their mortgage insurance division.  After GE, Bob joined the mortgage division of Wachovia Bank in Winston Salem, NC as the SVP of Strategic Business Systems.  Following his time with Wachovia, Bob joined First Horizon Bank as the SVP of Servicing Technology.  As MetLife acquired the mortgage arm of First Horizon Bank, Bob joined MetLife in a lead technology role for the “new” MetLife Mortgage Company.  Before joining Fairway, Bob was most recently the CIO of Nationstar Mortgage where he saw the company double in size in less than two years.  Bob Orkis joined Fairway Independent Mortgage in October of 2012 as their new CIO through late 2017. In this role Bob he was responsible for all Information Technology at Fairway.

  • Cybersecurity & Privacy Track: Securing the Cloud

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Arnel Manalo, Cybersecurity Architect, Richey May & Co., LLP

    Eliza Barry, Marketing Director, Technology Solutions, Richey May & Co., LLP

    Brad Dispensa, Senior Solution Architect, Security and Compliance, Amazon Web Services

    Breakout Session,

    Cybersecurity & Privacy Track

    Read more Read less

    As the costs and complexity of conventional data centers and infrastructures rise, the mortgage banking industry is increasingly turning to the cloud. However, securing corporate technology resources and data remains the responsibility of the client. In this session, experts discuss threats to cloud assets, so you can learn how to properly configure and secure your cloud environments.

    Speaker(s)

    Arnel Manalo, Cybersecurity Architect, Richey May & Co., LLP

    Arnel Manalo is a Cybersecurity Architect at Richey May Technology Solutions. Arnel has more than a decade of experience in the information technology and cybersecurity industry, with an emphasis on developing strategic security solutions for highly-regulated financial services and healthcare organizations. Arnel is a Certified Information Systems Security Professional, Amazon Web Services Certified Solutions Architect and holds dual undergraduate degrees in Network Technology and Computer Systems Security

    Eliza Barry, Marketing Director, Technology Solutions, Richey May & Co., LLP

    After a few years in the marketing side of the mortgage business, Eliza has been working as Principle Analyst and Marketing Director at Amata Solutions, now part of Richey May Technology Solutions. Eliza specializes in creating outcome-focused reports that look to the future of the business and help managers, salespeople and support staff figure out what action they can take now to have maximum impact.  Eliza has developed and implemented systems for sales, operations, marketing, HR, IT, recruiting and more by working closely with SMEs and staying up to date on reporting trends. Eliza is committed to the philosophy that everyone has something positive to contribute to the world each day and cutting through the clutter helps managers harness that unlimited power.

    Brad Dispensa, Senior Solution Architect, Security and Compliance, Amazon Web Services

    Brad is a senior solutions architect for Amazon Web Services in worldwide public sector group. Brad works as subject matter expert in the AWS security group and specializes in security and compliance based workloads.

  • Tech Showcase II

    Location: Reunion Ballroom E,
    Lobby Level


    Speaker(s)

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

    Tech Showcase

    Read more Read less

    MBA’s Annual Tech Showcase offers unrivaled access to the innovative products serving the specific technological needs of the residential mortgage industry. This year’s Tech Showcase offers 24 six-minute demos on the large stage all day on Monday, March 25.

    Showcase II - Demo Schedule

    Pavaso
    Remote online notarization tool

    CompenSafe™ by LBA Ware™

    Mortgage-specific automated incentive compensation & sales performance platform

    Lender Price

    Digital lending platform and PPE engine

    Trapeze Income Verification by SoftWorks AI

    Automated underwriting for cash flow analysis

    BombBomb

    Convert leads Lead conversion through video

    Cloudvirga

    Digital mortgage Point-of-Sale software

    Speaker(s)

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

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.  Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.  Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

  • Lunch in THE INNOVATION HUB

    Location: Landmark Ballroom,
    Lobby Level

    Lunch

  • mPact Lunch & Learn: Generational Approaches to Technology

    Location: Pegasus A,
    Lobby Level


    Speaker(s)

    Wes Horbatuck, Business Services Manager, Compass Analytics

    Krystal Thomas, Government Program Specialist, Mortgage Bankers Association

    mPact Event

    Read more Read less

    Interested in technology and its impact on the real estate industry? Make sure to attend our mPact Lunch & Learn: Generational Approaches to Technology. This unique event is a collaborative effort with Mortgage Industry Standards Maintenance Organization (MISMO) to provide an engaging discussion on the future of technology within our industry. Wes Horbatuck, Business Services Manager at Compass Analytics and mPact Steering Committee member, will be facilitating the discussion. Make sure you don’t miss your chance to shape the future of our industry!

    Speaker(s)

    Wes Horbatuck, Business Services Manager, Compass Analytics

    Wes Horbatuck, Business Services Manager at Compass Analytics, is an active participant in mPact and has been a Steering Committee member for the past two years. Wes joined mPact to directly engage with like-minded peers and to share his experiences in pricing and hedging space.  Connecting and listening to other young professionals through mPact has allowed Wes to drive thought-leadership and influence growth in his own company and career.

    Krystal Thomas, Government Program Specialist, Mortgage Bankers Association

    Krystal Thomas is the Government Program Specialist in MBA’s Residential Policy and Member Engagement department. In her role, Krystal manages MBA’s State Relation Initiative (SRI) which seeks to align the interest of the national MBA and state associations around the country in three critical areas: advocacy, industry communications and business development. Additionally, Krystal supports MBA’s member engagement initiatives, such as the Wholesale Lenders Executive Forum, Diversity and Inclusion, and co-leads mPact, MBA’s platform for young professionals to build a strong network, deepen industry connections, and directly influence the future of our industry.

  • CREF Track: CREF TECH Show and Tell I

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Ryan Kimura, Industry Principal, Asset Optimization, RealPage, Inc.

    Bruce Oliver, Assistant Vice President, Commercial Multifamily Policy, Mortgage Bankers Association

    Scott Keith, Managing Director, RealInsight

    Chad Summers, Director, Sales, Lending Standard

    Breakout Session,

    CREF Track

    Read more Read less

    This interactive session offers demonstrations from mortgage banking firms and 3rd party vendors of front- and back-end systems, software, hardware and other technologies of interest to technology professionals in the CREF space.

    Speaker(s)

    Ryan Kimura, Industry Principal, Asset Optimization, RealPage, Inc.

    Ryan Kimura is an Industry Principal for the Asset Optimization Suite of capabilities. He advises and consults with clients to help them understand how to make the best decisions acquiring, operating and disposing of apartment and student housing assets by utilizing data.  Mr. Kimura has been in some corner of the Real Estate industry for the past 16 years. From originating mortgages and hard money loans, to raising private equity from investors and investing in all forms of asset types himself, he has vast experience in the Real Estate investment world.

    Bruce Oliver, Assistant Vice President, Commercial Multifamily Policy, Mortgage Bankers Association

    Bruce Oliver is Associate Vice President of Commercial/Multifamily Policy at MBA. In that capacity, he conducts analysis and advocacy on public policy matters that affect MBA’s commercial/multifamily members. Among other areas, this includes regulatory reform, HMDA, tax reform, GSE reform, Davis-Bacon and other FHA issues, and policy implications of commercial/multifamily innovation. Prior to joining MBA, Bruce was compliance consultant with PwC, regulatory counsel at Freddie Mac, white collar criminal defense attorney with Williams & Connolly, staff attorney at the OCC and US Treasury,. Prior to his legal career, Bruce was a practicing chemist.

    Scott Keith, Managing Director, RealInsight

    Scott Keith is a Managing Director of CWFS Insight LLC (“RealINSIGHT”). He oversees the technology and client services for the RealINSIGHT platform. RealINSIGHT is cloud-based technology to support commercial real estate and financial services firms through the life of its loans.  CW acquired Insight Associates, Inc. and RealINSIGHT, Inc., where Mr. Keith was a founder and served as a senior manager. Over 20 years, he was able to develop the industry leading commercial real estate asset management platform, CAMS.  He previously served as Manager for Brazos Asset Management and Lead Systems Architect for American Real Estate Group. Prior to that, he was a Systems Engineer and Applications Programmer for the Department of Defense.

    Chad Summers, Director, Sales, Lending Standard

  • Cybersecurity & Privacy Track: The Art and Science of Vendor Management

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Erin Harris, Manager, Vendor Management, Mortgage Quality Management & Research

    Katie Klauss, Senior Vice President, Operations, Moria Development, Inc. dba Peoples Mortgage Company

    Alex Wood, CISO, Pulte Mortgage LLC

    Breakout Session,

    Cybersecurity & Privacy Track

    Read more Read less

    The quality and performance of vendors can have a tremendous impact on day-to-day operations. Guidance on how to create a robust, compliance program is scant, making the process more of a fine art than an exact science. This panel outlines the steps lenders should take to create an effective vendor management program for their mortgage operations.

    Speaker(s)

    Erin Harris, Manager, Vendor Management, Mortgage Quality Management & Research

    As Manager at HQ Vendor Management (HQVM), the vendor-management-focused d.b.a. of Mortgage Quality Management & Research (MQMR), Erin Harris sits at the helm of one of the industry’s most innovative and respected vendor management firms and has overseen the completion of thousands of vendor reviews. A recent graduate of the MBA’s Future Leaders program, Erin specializes in completing on-site due diligence assessments to evaluate compliance with third-party oversight regulations and mandates. This assessment includes evaluating contracts and internal controls relating to consumer privacy, information security, and the overall strength of the business.

    Prior to joining MQMR, Erin created, developed and implemented a full vendor management program for Churchill Mortgage Corp. Her practical knowledge of building and maintaining a vendor management platform, and the operational requirements needed to complete a thorough and sufficient onsite review gives her a unique and dynamic perspective with which to assist both lenders and vendors alike.

    Katie Klauss, Senior Vice President, Operations, Moria Development, Inc. dba Peoples Mortgage Company

    Katie is the Senior Vice President of Operations with Moria Development Inc, dba Peoples Mortgage Company. Katie has been with Peoples Mortgage for 17 years, holding various positions throughout her tenure. She is currently responsible for day to day operations with a focus on how to leverage new technology to create more efficient process flows. Prior to her role in Operations, Katie was the Chief Compliance Officer. During that time she worked to implement a robust Compliance Management System that included vendor management oversight.  Katie is a recent graduate of the MBA Future Leaders Program and her team received a First Place for their final presentation.

    Alex Wood, CISO, Pulte Mortgage LLC

    Alex Wood has over 19 years of experience in Information Security and more than 24 years in IT. Alex is the CISO for Pulte Financial Services (Mortgage, Title, and Insurance) and has managed security programs and services at several major companies in different verticals, including telecommunications, energy, healthcare, and financial services. Additionally, Alex has served as a Director on the International Board of the Information System Security Association (ISSA) and is Past-President of the ISSA Denver Chapter. Alex is also Co-host of the Colorado = Security Podcast.

  • Tech Showcase III with Tech Talk: Laying a Foundation for Successful Innovation

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

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

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

    Andrew Crisenbery, Senior Vice President, Managing Director, Black Knight

    Joseph Dombrowski, Director of Product Management & Chief Mortgage Strategies, Sagent Lending Technologies

    Tech Showcase

    Read more Read less

    Showcase III - Demo Schedule

    Black Knight’s Rapid Analytics Platform

    Virtual analytics delivering instant, data-driven insights for lenders, servicers and analysts

    NestReady

    End-to-end home buying platform

    MyCRMDashboard by Continuity Programs, Inc.

    Factom Harmony

    Blockchain-as-a-Service platform

    NetOxygen Launchpad (v2) by Wipro Gallagher Solutions

    Borrower/ banker portal

    eOriginal

    Digital closing mortgage solution

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, 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 the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

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

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.  Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.  Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

    Andrew Crisenbery, Senior Vice President, Managing Director, Black Knight

    Andy Crisenbery oversees business operations supporting key operations of the company.  As a member of the Black Knight, eLending Solutions executive management team, Crisenbery works to provide leadership in the areas of integrated delivery of Lending Solution services, partners, service quality, corporate and regulatory compliance, business insights and optimization.

    Andy has extensive experience in data and document management technologies and solutions supporting the government and financial services communities.  His main responsibilities involve operational oversight of process and program management, data services, fulfillment, compliance and business operations.  His focus is continued progression of our customer and partner emphasis on operational excellence, evolution of our support services for customers and partners with effective alignment with the company’s direction.  He regularly contributes to industry forums and organizations that define technical and operational standards development supporting the legal, financial and real estate communities.

    Joseph Dombrowski, Director of Product Management & Chief Mortgage Strategies, Sagent Lending Technologies

    Joe is responsible for the strategic direction of the servicing software products from Sagent Lending Technologies.  This includes both the LoanServ servicing system and Account Connect for borrower self- service. Prior to this role, he assisted Fiserv clients by providing managerial consulting for loan servicing opportunities. With over 25 years of experience, Joe has a comprehensive background in the industry both in servicing and in technology. He is a member of several national lending advocacy groups, served on MISMO groups, and has written and spoken extensively on servicing topics.  Joe has worked at Mellon Mortgage, Fiserv and is now with Sagent.  He graduated St. Joseph Seminary College, Los Altos CA, with a degree in Philosophy and is also a Certified Product Manager.

    He can be reached at joe.dombrowski@sagentlending.com or @joedombrowski on Twitter.

  • Refreshment Break in THE INNOVATION HUB

    Location: Landmark Ballroom,
    Lobby Level

    Refreshment Break

  • CREF Track: Working Together: Blockchain, Appraisals and Other Areas of Collaboration

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Matthew J. Seu, Partner and Owner, Actualize Consulting

    Shawn Jobe, Director, Software Development, Factual Data

    Sandip Sahni, Executive Managing Director, Head, Transaction Services, Situs

    Mick Smothers, Chief Architect, Banking, EY

    Brian K. Hunt, Director, Data Initiatives, Fannie Mae

    Breakout Session,

    CREF Track

    Read more Read less

    Blockchain and APIs are all about collaboration. Blockchain, perhaps the least understood revolutionary technology of our time, has the potential to dramatically change the way we maintain and verify collective actions, and APIs are allowing business partners to automate actions and interactions between systems in more streamlined and controlled ways.  Learn about these — and other — important areas of growing tech interdependence through the lens of firms working collaboratively through MISMO.

    Speaker(s)

    Matthew J. Seu, Partner and Owner, Actualize Consulting

    Matt Seu is a Partner and Owner of Actualize Consulting focusing on Mortgage and Fixed Income Securitization as well as Information Technology. Matt is responsible for managing the firm’s accounts with focus on the GSEs, mortgage companies, Wall Street broker dealers, and software companies supporting the fixed income and mortgage conduit arena. Matt is also responsible for all MISMO service and technology offerings. He is the chair of the MISMO Strategic Planning Committee. Prior to Actualize Consulting, Matt served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.

    Shawn Jobe, Director, Software Development, Factual Data

    Shawn Jobe is Director of Software Development for Factual Data with a primary focus around application development, software governance, process engineering, and industry standards. Over the course of his 25 years of experience he has collaborated on business solutions using electronic data exchange standards in the areas of Credit Reporting, Flood Determinations, Risk Assessments, Verification Services, and Emerging Technologies. He is an active member of the MISMO community where he chairs the Blockchain Community of Practice as well as serves on the Strategic Planning and Residential Governance Committees.

    Sandip Sahni, Executive Managing Director, Head, Transaction Services, Situs

    Sandip is head of CRE Transaction Services (Advisory, Servicing, Asset Management and specialty businesses) and is part of Situs’ Executive Management Team. He leads Situs’ initiatives on Operational Excellence, Intelligent Automation, Market Co-innovation & CRE digital strategy. Sandip previously was at Tata Consulting Services (“TCS”), where he led Business Process Services' market management, strategy and operations of its financial services division, focused on banks and insurance companies in N America. Prior to TCS, he was a key leader at Citigroup’s business process services business. In his 27 years of professional career, Sandip has held senior positions in Marketing, Product & Strategic Account Management roles across Banking, Telecom & IT/BPO industries; and is known for enterprise value creation through business innovation.

    Mick Smothers, Chief Architect, Banking, EY

    Mick is an Executive Director and Chief Architect for EY’s Banking Advisory practice where has over 33 years of experience in software design, solutions and enterprise architecture, integration, development, troubleshooting, and implementation. He has managed complex projects in the definition of and compliance with system requirements, the resolution of business problems, and the on-time and within-budget delivery of advanced technical solutions. He has domain experience in many areas: Financial Services: Banking, Capital Markets, Housing Finance, Insurance, Wealth Management; as well as Hospitality, Energy, and others.  Mick has implemented many technology solutions for large enterprises and has leveraged the latest technology: Microservices, Event-driven and API-based architectures, Cloud-ready (and cloud provider agnostic) deployments, with modern, responsive, multi-platform user experiences. He has helped to introduce Agile methodology into the enterprise at many clients, and has championed Test- and Behavior-driven development and continuous integration/continuous delivery discipline to the organizations.  Mick is also active in the Mortgage Industry Standards Maintenance Organization (MISMO) where he serves on the Residential Standards Governance and Strategic Planning Committees.

    Brian K. Hunt, Director, Data Initiatives, Fannie Mae

    Brian Hunt, Director, Fannie Mae has 25+ years of experience in strategic planning, implementation and operations of large scale multifamily and residential solutions. Subject areas include Portfolio Analytics, Decision Support, transaction life cycle support/processing, Financial Reporting, Loss Mitigation, REO and Risk Management. Prior to joining Fannie Mae, Brian was responsible for Technology and Operations for a consulting firm that provided asset management, REO, underwiring, and financial advisory services to large financial institutions and FHA. Brian has held leadership positions in business, technology and operations areas and has most recently been evaluating opportunities to leverage machine learning, AI, IoT, and related capabilities.

  • Cybersecurity & Privacy Track: Emerging Privacy Laws – California, GDPR and More on the Horizon

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Jonathan Liu, Partner, Consumer Finance, PwC

    Erin Barry, Associate Vice President, Legislative Affairs, Mortgage Bankers Association

    Justin Antonipillai, Chief Executive Officer, WireWheel

    Daniel Hoye, Head of Privacy, Citizens Bank

    Breakout Session,

    Cybersecurity & Privacy Track

    Read more Read less

    Many organizations remain unfamiliar with California’s looming privacy law. Is your organization ready? Do you understand the requirements for this law, Europe’s GDPR requirement, and other privacy legislation and regulation? This session will review the requirements of these privacy laws to help your organization prepare and become compliant.

    Speaker(s)

    Jonathan Liu, Partner, Consumer Finance, PwC

    Jonathan is a partner within PwC's Consumer Finance Group and has spent his career serving the mortgage industry in both audit and advisory capacities. Jonathan works with companies on strategic initiatives and achieving operational excellence across sales/operations, strategy, finance/accounting, data, technology, and risk/compliance. Most recently, he has led projects to design and implement technology solutions and processes for digital consumer portals, workflow capabilities, internal/external benchmarking and scorecards, finance systems, and regulatory compliance. He is currently leading PwC's efforts within the consumer finance vertical on CCPA, California's new data privacy act. Jonathan is a MBA Future Leaders program graduate.

    Erin Barry, Associate Vice President, Legislative Affairs, Mortgage Bankers Association

    Erin Barry is an Associate Vice President of Legislative Affairs at the Mortgage Bankers Association.  In this role, she represents MBA on Capitol Hill, primarily working with Senate Democrats.  Erin joined MBA in May 2018 after serving on the staff of several offices on Capitol Hill over the course of 15 years.  Prior to joining MBA, Erin worked for the Senate Committee on Banking, Housing and Urban Development as the lead Democratic staffer for housing and mortgage finance since 2011. She worked for both former Banking Committee Chairman Tim Johnson (D-SD) and current Ranking Member Sherrod Brown (D-OH).  During that time, Erin helped craft and negotiate the “Johnson/Crapo” housing finance reform package during the 113th Congress, along with other notable work on committee-passed FHA reforms, community lender relief (including SAFE Act and QM/ATR amendments), USDA rural housing programs, and funding for the Hardest Hit Fund.  Before serving on the Banking Committee staff, Erin served on Senator Johnson’s personal office staff and also worked for Representative Dan Boren from Oklahoma. 

    Justin Antonipillai, Chief Executive Officer, WireWheel

    Before WireWheel, Justin most recently served as Acting Under Secretary for Economic Affairs at the US Department of Commerce during the Obama Administration.  In that capacity, Justin led a number of high-priority international efforts around privacy and security. From 2013 until 2016, Justin led the U.S. Negotiating Team in reaching the E.U.-U.S. Privacy Shield with Europe. Among other things, Justin led dialogues with the European Commission, outreach to industry and civil society groups, briefings for Congressional committees and EU Members States, and engagements with the CNIL and E.U. Member State Ministries and Data Protection Authorities. He also testified in the EU Parliament in support of adoption of Privacy Shield. During this effort, Justin led extensive dialogues with European Regulators on the General Data Protection Regulation, as the GDPR was being considered for approval.  In 2016, Director James Clapper recognized Justin with the National Intelligence Medallion.

    Daniel Hoye, Head of Privacy, Citizens Bank

    Dan is the Head of Privacy at Citizens Bank, reporting up to the Chief Privacy Officer, where he has served in a variety of privacy and compliance roles over the past six years. Dan combines eighteen years of experience specializing in privacy, compliance, and risk management both in his time at Citizens Bank, as well as ten years at Deloitte & Touche LLP, where he served a number of global organizations across a variety of industries perform complex risk assessments and regulatory implementations. As the Head of Privacy at Citizens Bank, Dan has built and oversees the Bank’s enterprise Privacy Program. This includes the ongoing monitoring of current privacy risk profiles, as well as the implementation of new and emerging privacy regulations and the resulting impact on the Bank’s Privacy Program and control environment.

  • Tech Showcase IV with Tech Talk: Originations Technology - Where is the Future Taking Us?

    Location: Reunion Ballroom E,
    Lobby Level


    Speaker(s)

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

    Michael Kolbrener, Chief Technology Officer, PromonTech

    Tech Showcase

    Read more Read less

    Showcase IV - Demo Schedule

    Closepin
    Cloud-based automated closing agent compliance validation platform

    HomeScout
    National MLS online lead and conversion platform

    Qualia
    Secure, cloud-based title, escrow and closing platform

    Blend Developer Portal
    Digital consumer lending platform

    Hippo Insurance
    Digital home insurance for the mortgage industry

    Blue Sage
    Multi-channel digital lending platform

    Speaker(s)

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

    Rob Van Raaphorst is the Associate Vice President of Public Affairs at the Mortgage Bankers Association (MBA), where he develops strategic communications plans and oversee specific day-to- day operations, including media relations, of the public affairs team.  Prior to joining MBA, Rob worked at a variety of global and political public affairs firms including Burson-Marsteller, DCI Group and R&R Partners, where he oversaw programs and provided counsel to Fortune 50 companies in the financial services, energy  and telecommunications industries.  Rob is also a former television reporter for ABC News and has worked for Fox Sports Pittsburgh and St. Louis. He holds a Bachelor of Science in Communications from Indiana University of Pennsylvania.

    Michael Kolbrener, Chief Technology Officer, PromonTech

    Michael Kolbrener is the Chief Technology Officer for PromonTech, the technology arm of Promontory MortgagePath™, a FinTech company that combines deep domain knowledge with advanced technological know how to solve complex mortgage challenges across the origination, underwriting and secondary marketing continuum. Michael has more than 25 years of experience creating innovative technology solutions in various industries. He has delivered complex programs in all areas of enterprise IT, including software engineering, infrastructure and analytics.

  • HUB Event,

    Networking Opportunities

  • MAA/MORPAC Event

Tuesday, March 26, 2019

  • Registration

    Location: Reunion Foyer,
    Lobby Level

    Registration

  • Continental Breakfast

    Location: Reunion Foyer,
    Lobby Level

    Breakfast,

    Networking Opportunities

  • General Session: Market Outlook and Myth Busters: RPA, AI and Machine Learning in Mortgage Lending

    Location: Reunion Ballroom E,
    Lobby Level


    Speaker(s)

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

    Grace Qi, Product Manager, Intelligence, Blend

    John Rogers, Executive, Innovation Development Center, Technology Solutions Group, CoreLogic

    Brian Fitzpatrick, Chief Executive Officer, LoanLogics

    David Frost, Director, Commercial Mortgage Servicing Technology, Wells Fargo Bank, NA

    Brad Peterson, Partner, Mayer Brown LLP

    General Session

    Read more Read less

    Artificial Intelligence, Robotic Process Automation, and Machine Learning are all the rage these days, but will they really replace humans in complicated financial transactions?  And if so, when might this happen?  Our Tuesday General Session explores the upsides and downsides of these technologies to the mortgage industry.

    The session begins with a Market Outlook from MBA's Chief Economist, Mike Frantatoni.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, 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 the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Grace Qi, Product Manager, Intelligence, Blend

    Grace is a product manager for all Intelligence efforts at Blend. In her current role, she focuses on making the lending ecosystem more efficient, transparent, and accessible by leveraging data. Prior to joining Blend, Grace worked at cloud content management company Box, with various roles in the product, analytics, and sales teams. She has also held analyst roles at J.P Morgan, NewOak Capital, and Motorola Mobility.

    John Rogers, Executive, Innovation Development Center, Technology Solutions Group, CoreLogic

    John Rogers holds the role of Executive at CoreLogic responsible for the development of the CoreLogic Innovation Development Centers. These centers drive technology-based innovation and agile development for the next generation of CoreLogic platforms, applications, analytical models and solutions. These solutions combine the latest in cloud computing, big data, data pipelines, machine learning and data visualizations that generate unique residential property data-driven insights to power the global real estate economy. CoreLogic has expanded its global innovation center footprint with three centers in the United States: Santa Monica, California, Dallas, Texas and Oxford, Mississippi. and an Innovation Center in Sydney, Australia.  Prior to joining CoreLogic, John was an Associate Partner with IBM Global Business Services where he focused on the delivery of large multi-million transformational programs for the financial sector both in the United Kingdom and Australia.  Earlier in his career John worked as a consultant for Itim Consulting a management firm based in London. John’s primary role was as project manager/principal consultant on a number of assignments from delivering global solutions to devising IT strategies. His client interaction was at the highest level with companies such as Nielson, GlaxoSmithKline and Argos.

    Brian Fitzpatrick, Chief Executive Officer, LoanLogics

    Brian Fitzpatrick, CEO of LoanLogics, is responsible for all facets of the business and is also the company’s “chief culture officer.” He is accountable for leading the company’s rapid growth and is a demonstrated leader with expertise in mortgage technology and business process outsourcing solutions.  Mr. Fitzpatrick has raised industry-wide awareness of how technology plays a key role in the production and measurement of loan quality and performance. He is an adept spokesperson for LoanLogics and has authored and been quoted in numerous articles and white papers discussing regtech, digital mortgage, document processing and business rules technologies.  For outstanding achievement in leadership, Mr. Fitzpatrick was named twice as finalist for the EY Entrepreneur of the Year Award and once for the Marcum Innovator of the Year Award. He is also a recipient of HousingWire Magazine's prestigious Vanguard Award™ for leading and changing the housing economy.

    David Frost, Director, Commercial Mortgage Servicing Technology, Wells Fargo Bank, NA

    David Frost is the Head of Commercial Mortgage Servicing Technology at Wells Fargo. David’s career spans over 15 years at Wells Fargo developing applications for various lines of business. He currently is responsible for setting strategic direction and driving CMS IT accountability – with a specific focus on technology remediation, regulatory requirements, and business enablement.

    Brad Peterson, Partner, Mayer Brown LLP

    Brad Peterson is a partner in Mayer Brown's Chicago office. He leads Mayer Brown’s global Technology Transactions practice.  Brad’s practice focuses on data, digital, outsourcing and software transactions, with a particular emphasis on financial technology. His experience includes data licensing and analytics; digital services such as IaaS, PaaS, and SaaS; outsourcing of the full range of information technology (IT) and business process functions; and core systems modernization, ERP and other software licensing, development and integration transactions. His experience also includes projects in emerging technologies such as artificial intelligence (AI), robotic process automation (RPA), and blockchain and other distributed ledger technologies (DLTs).  Brad has been top-ranked for over a decade by both Chambers and Legal 500. Chambers USA, for example, reports that he "is a 'phenomenal' outsourcing attorney with a wide-ranging practice that includes joint ventures, licensing and services agreements. Clients remark that 'he is very pragmatic and he gives you confidence. He provides more than legal advice - he supports you in your deals.'" Legal 500 reported in 2009 that "One enthusiastic client says 'considering what you get with him in terms of brains and dedication, you know that whatever the price, he's the guy that you have to have on your team.'" Brad was named to Legal 500's list of Hall of Fame lawyers in 2017.  Brad is a frequent and popular speaker and writer on outsourcing, the Digital Age, and emerging technology topics.

  • Pop-up Shop: Gravitas

    Location: Windsor Room,
    Atrium Level

    Read more Read less

    Visit The Confidence Closet featuring women's clothing line Gravitas. Shop the latest arrivals or sign up for a free personal styling session with Gravitas CEO and Founder, Lisa Sun.

    gravitasnewyork.com

    Mark your calendar to hear Lisa Sun speak at the mPower Lunch on Tuesday at 12:30.

  • Refreshment Break in THE INNOVATION HUB

    Location: Landmark Ballroom,
    Lobby Level

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE INNOVATION HUB is Open

    Location: Landmark Ballroom,
    Lobby Level

    Exhibit Hours

  • CREF Track: Cybersecurity: Keeping up

    Location: Reunion Ballroom AB,
    Lobby Level


    Speaker(s)

    Thomas A. Dryden, Chief Information Security Officer, Berkadia

    Brian V. Cummings, Client Partner, Cyber Security Practice, Tata Consultancy Services

    Breakout Session,

    CREF Track

    Read more Read less

    Cybersecurity threats continue to evolve, as do the best practices around identification, mitigation and regulation. Come learn how cybersecurity is impacting commercial and multifamily finance and how firms are responding.

    Speaker(s)

    Thomas A. Dryden, Chief Information Security Officer, Berkadia

    Thomas Dryden is the Chief Information Security Officer for Berkadia Commercial Mortgage, a Berkshire Hathaway and Jeffries Financial Group Company. Berkadia is a leading commercial mortgage originator, consistently in the top multi-family origination rankings for Fannie Mae and Freddie Mac. Berkadia is also one of the top Master and Primary Servicer of commercial mortgages, with emphasis on GSE, Life Company, and CMBS portfolios. Mr. Dryden has over 15 years of tenure with Berkadia, holding technology leadership positions with Berkadia and its predecessor companies, including Capmark Finance and GMAC Commercial Mortgage. He attended Pennsylvania State University and has been recognized as a Certified Information Security Manager (CISM) by ISACA.

    Brian V. Cummings, Client Partner, Cyber Security Practice, Tata Consultancy Services

    Brian has been at TCS since June 2007 following 9+ years at KPMG in its Information Risk Management Practice. He is a 30+ year IT Audit, information- and cyber-security professional with know-how that spans mainframe to cloud to containerized applications. He is a Published Author who challenges conventional thinking, and a thought leader for FastPath Security Implementation; Classification-based Security Implementation; Aggressive Security Vigilance; and Enterprise "Will to Protect".

  • Designing Technological Solutions: Compliance Workflow Automation in the Digital Mortgage Era

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    David Colwell, Executive Vice President, Lenderprice

    Leonard Ryan, Founder and President, QuestSoft

    Richard Lang, Vice President, Loan Advisors Strategy and Integration Single-Family Division, Freddie Mac

    John Levonick, Special Counsel, Financial Services Practice Group, Pepper Hamilton LLP

    Breakout Session,

    Designing Technological Solutions Track

    Read more Read less

    The digital mortgage has taken the lending industry by storm seemingly overnight. How can lenders adapt their compliance workflow to embrace the digital lending evolution while still maintaining a high level of quality and efficiency? This panel will look at compliance automation trends and provide insight into how lenders can leverage technology to bring compliance workflow into the digital mortgage era.

    Speaker(s)

    David Colwell, Executive Vice President, Lenderprice

    David Colwell, vice president of LendingQB strategy, is responsible for overall business direction/roadmap development, strategic client relationship management , vendor relations, complex solution formulation and LendingQB strategic guidance. He has consulted and worked in the mortgage banking industry for over 25 years and has extensive experience mortgage operations management, mergers and acquisitions, organizational management, project management and business development. Previously, David was an Executive Vice President at Loan-Score and Mortgage Cadence, CEO of a $1 billion Correspondent Mortgage Lender, and Director at a Big Four Consulting firm.

    Leonard Ryan, Founder and President, QuestSoft

    Leonard Ryan is the founder and president of QuestSoft Corporation. He has been associated with the mortgage industry for over 30 years and, for the past 23 years, being a major compliance software leader. He is a frequent speaker at mortgage software and regulatory compliance conferences.  Mr. Ryan has been named twice to Mortgage Professional America’s Hot 100 list of Mortgage superstars (2018 & 2016). In January, 2017, he received a Vanguard Award from Housing Wire Magazine. He also is recognized as a MBA Tech All-Star for his visionary work in the area of mortgage and lending compliance.  His company, QuestSoft, serves over 2,600 banks, credit unions and mortgage lenders and has received over 20 awards during the past four years including the top award for any vendor, the Lenders Choice award. Recently QuestSoft was named Top Innovator by Progress in Lending in recognition of its Compliance RELIEF software for its advanced availability to customers ahead of the recent HMDA changes. QuestSoft is currently rated the 10th best small business workplace to work in Orange County, CA and has been recognized as a top workplace in the region for five of the past six years.

    Richard Lang, Vice President, Loan Advisors Strategy and Integration Single-Family Division, Freddie Mac

    Rick Lang is the vice president of Freddie Mac Loan AdvisorSM Strategy and Integration in the Single-Family division. He and his team work with key internal and external business partners to drive alignment between the Loan Advisor product strategy and client needs. His team also works with lenders, as well as their supporting technology providers, to optimize both the technical and process integration of Loan Advisor within their respective operating environments.  Mr. Lang has over 15 years of senior management experience within the mortgage industry. Prior to joining Freddie Mac in 2014, he held a variety executive management positions with both Bank of America and Chase.

    John Levonick, Special Counsel, Financial Services Practice Group, Pepper Hamilton LLP

    ohn V. Levonick is special counsel in the Financial Services Practice Group of Pepper Hamilton LLP, resident in the New York office.  Mr. Levonick's practice focuses on consumer financial services regulatory compliance and technology. Specific areas include consumer lending asset origination, servicing, and asset purchase and sale transactions; and assisting creditors, servicers, investors, and service and technology providers with regulatory issues.  Mr. Levonick also supports financial institutions and technology service providers (FinTech and RegTech) with the regulatory compliance implications of emerging technology, such as blockchain technology, artificial intelligence, machine learning, cryptocurrencies and cloud computing.  Mr. Levonick assisted a member of the MIT Digital Currency Initiative (DCI) in the creation of a public paper on privacy-preserving analytics for the securitization market.

  • Digital Mortgage Track: Dissecting Digital Mortgage

    Location: Marsalis Hall A,
    Exhibition Level


    Speaker(s)

    John Schleck, Senior Vice President, Consumer Lending, Centralized and Online Consumer Lending Executive, Bank of America

    Alok Bansal, Vice President and Business Head, Wipro Gallagher Solutions

    Dino Lack, Senior Vice President, Mortgage Technology, LoanDepot.com

    Breakout Session,

    Digital Mortgage Track

    Read more Read less

    In mortgages, the focus always turns to increasing efficiency, reducing cost and maintaining compliance, but now, it is keenly focused on going 'truly' digital. But what does going digital in the mortgage industry really mean? Join this session, where we make an attempt to dissect digital mortgage and its nuances.

    Speaker(s)

    John Schleck, Senior Vice President, Consumer Lending, Centralized and Online Consumer Lending Executive, Bank of America

    John Schleck is the Centralized and Online Consumer Lending Executive for Bank of America in the Preferred & Small Business segment of Consumer Banking. John and his team are responsible for driving direct-to-consumer mortgage and home equity loan sales via phone, internet and video. In addition, his team supports financial centers that do not have on-site mortgage specialists across the United States. His team also serves U.S. Trust, Merrill Lynch and Employee Lending. Joining the bank in 2013, John brings more than 30 years of leadership experience in the mortgage industry, including his previous position as the Western Retail Mortgage Production executive and the National Consumer Direct Division Executive for PNC Mortgage, a division of PNC Bank NA. He holds a Bachelor’s degree in History and Philosophy from Colby College in Waterville, Maine. He has served on a number of nonprofit boards and has been a youth soccer, ice hockey and lacrosse coach. He and his family reside in the Charlotte area of North Carolina.

    Alok Bansal, Vice President and Business Head, Wipro Gallagher Solutions

    As Vice President and Business Head at Wipro Gallagher Solutions, Alok Bansal drives business strategy across the entire organization including product development, delivery, quality assurance, design, and operations.  Alok joined Wipro Gallagher Solutions in 2014 as General Manager and Head of Delivery and Operations. In this role, he accelerated WGS' product and delivery strategy by improving efficiencies and execution excellence. Over the course of his career, Alok has held multiple leadership positions at leading global IT firms where he advanced product strategy, product management and professional services for a wide array of financial services institutions.

    Dino Lack, Senior Vice President, Mortgage Technology, LoanDepot.com

    Dino Lack is SVP of Mortgage Technology at loanDepot. Dino and his team are responsible for mortgage software design and development, enterprise applications and data architecture, and shared engineering services. Dino fosters collaboration between the business, product and technology teams to innovate leading edge digital mortgage solutions. Collectively these proprietary platforms form the mello digital lending ecosystem. Most recently he and his team developed and delivered the mellosmartloan. It delivers the power of true digital lending directly into the hands of consumers and their loan officer partners.  Dino’s 25-year career spans technology, product management and leadership. The last 15 years of which he has been centered in mortgage technologyacross many disciplines at Wells Fargo, CoreLogic and 2 years ago joining loanDepot.

  • Emerging Technologies Track: Robotic Automation: Separating Hype from Results

    Location: Marsalis Hall B,
    Exhibition Level


    Speaker(s)

    Narayan Bharadwaj, Senior Client Partner, Cognizant

    Dan Lader, Chief Information Officer, IMPAC Mortgage Corp.

    Vikas Rao, Vice President, Product Management, Encompass Digital Lending Platform, Ellie Mae, Inc.

    Jamie Carabetta, Director, Client Services, Freddie Mac

    Breakout Session,

    Emerging Technologies Track

    Read more Read less

    Manual, repetitive processes are common across mortgage banks. Enter robotics: software that mimics the way staff use computers to complete rules-based work.  Robotics vendors are promising that if you invest upfront, savings are guaranteed. Unfortunately, this often is not the case because of the nature of mortgage systems and processes, the cost of scaling, and the complexity of maintaining a solution with ever-changing third party tie-ins.  Learn from other lenders how they’re utilizing Robots-as-a-Service to dramatic savings in a matter of weeks with no up-front investment.

    Speaker(s)

    Narayan Bharadwaj, Senior Client Partner, 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 model, operating model and technology model.  Narayan has an experience of 26 years in the Banking & Financial Services industry with an extensive concentration on mortgages and 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.

    Dan Lader, Chief Information Officer, IMPAC Mortgage Corp.

    DDan Lader joined IMPAC as CIO in June 2018; he has 20+ years of related Technology leadership experience. From October 2015 through June 2018, Mr. Lader was Senior Vice President of Technology Portfolio Delivery at loanDepot. During his tenure at loanDepot, he led System Analysis, Quality Assurance, Service Delivery, Program Management, Controls and Finance functions across the Technology organization. Prior to loanDepot, he served as Vice President, Corporate Technology for Fannie Mae where he was the Technology owner of a portfolio of 250+ applications supporting multiple enterprise functions, and also ran a Program Execution function to deliver complex platform integration efforts. Previously, Lader was Vice President of Business Systems at The Carlyle Group, and earlier in his career was a Senior Manager with Bearing Point and Manager at Arthur Andersen.

    Vikas Rao, Vice President, Product Management, Encompass Digital Lending Platform, Ellie Mae, Inc.

    Vikas Rao is the vice president of product management for Ellie Mae, responsible for the Encompass Digital Lending Platform. Prior to Ellie Mae, Vikas worked at various Silicon Valley companies helping them to successfully bring their next generation products to market. These included Rackup, StrongMail Systems and Aeroghive Networks.

    Jamie Carabetta, Director, Client Services, Freddie Mac

    Jamie Carabetta is a senior director in Freddie Mac’s Single-Family Innovation Lab (iLab). She and her team work with internal partners to identify and pursue new capability exploration and experimentation opportunities. The vision of the iLab is to inspire change that matters, cultivate breakthrough ideas and transform housing finance. Ms. Carabetta has over 11 years of management experience within the mortgage industry. Prior to joining Freddie Mac in 2007, she spent a decade working in management consulting, primarily in the financial services industry.

    She holds a Bachelor of Science in finance from Lehigh University as well as a Master of Science in industrial engineering and an MBA from Rensselear Polytechnic Institute. Freddie Mac provides liquidity, stability and affordability to the nation’s residential mortgage markets. Freddie Mac supports communities by providing mortgage capital to lenders. Today, Freddie Mac is making home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. For more information, please visit www.FreddieMac.com and follow us on Twitter @FreddieMac.

  • THE MEETING SPOT: Q&A with Michael Fratantoni

    Location: Landmark Ballroom,
    Lobby Level

    HUB Event

  • CREF Track: Hardware - Changing Workspaces and Infrastructure

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Bryan Doyle, Director, Operations and Technology, CBRE Capital Markets

    Trey Tubbs, Senior Global Director, CBRE Capital Markets

    Pratik Dhebri, Vice President, Product and Technology, CBRE Capital Markets

    Breakout Session,

    CREF Track

    Read more Read less

    Advances in software can result in impacts on office hardware as well. Phones are disappearing from desks, “hoteling” and other office trends are increasing the use of laptops and other devices, and server capacity is increasingly rented rather than owned. This session explores current changes in our use of hardware and how it is affecting CRE finance firms.

    Speaker(s)

    Bryan Doyle, Director, Operations and Technology, CBRE Capital Markets

    Bryan Doyle serves as the Director of Operations for CBRE’s Capital Markets division. In his role Bryan oversees strategic partnerships and technology initiatives for the debt and structured finance business line and leads their integrated digital marketing and inside sales team.  Bryan began his career as a broker at Marcus & Millichap before moving into an acquisitions role for a national student housing owner/operator. In 2013 Bryan moved into the technology industry joining Mitchell International a KKR portfolio company where he oversaw a line of software products for the finance industry. In 2016 Bryan returned to the commercial real estate industry taking his current position with the Debt and Structured Finance team.

    Trey Tubbs, Senior Global Director, CBRE Capital Markets

    Trey helps lead global digital strategy and transformation initiatives at CBRE identifying and evaluating emerging technology startup solutions and trends to formally recommend options (e.g. build, buy, partner, invest) to the CDO and Executive Investment Committee. Trey joined CBRE in 2013 as a co-founder and leader in CBRE’s global corporate innovation team (CBRE Labs) where the team partnered with executive sponsors and emerging technology companies to create, design, launch, and scale new digital offerings and business models.  Before CBRE, Trey spent almost nine years in management consulting at PricewaterhouseCoopers and others where he led multiple engagements related to Digital Transformation, IT Strategy, Cybersecurity, Governance Risk and Compliance, and Privacy solutions for Fortune 500 Clients.

    Pratik Dhebri, Vice President, Product and Technology, CBRE Capital Markets

    Pratik is a Vice President of Products at CBRE, the largest commercial real estate services firm. At CBRE, Pratik is creating innovative products for owners, investors, and occupiers. Prior to joining CBRE, Pratik led efforts for the Artificial Intelligence (AI) platform and marketplace at Veritone and orchestrated several “Data to Insights” cognitive computing workflows for Media, Politics, Legal and Public Safety customers. At Polaris Wireless, Pratik built an artificial intelligence product suite to predict and prevent crime/terrorism which was used by the FBIs and CIAs of the world. Additionally, Pratik has envisioned and executed on several innovative & big data analytics products at Tata Consultancy Services, FLO TV and Qualcomm.

  • Designing Technological Solutions: Avoiding Common Technology Investment Pitfalls in the Mortgage Industry

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Alex Fan, Vice President, Financial Services, Saxony Partners

    Joe Hamilton, Chief Information Officer, First Guaranty Mortgage Corporation

    Bill Shuler, CIO, Home Point Financial Corporation

    Tim Elkins, Executive Vice President and Chief Information Officer, PrimeLending

    Breakout Session,

    Designing Technological Solutions Track

    Read more Read less

    As firms continue to figure out how to utilize technology to increase sales or improve efficiency, it is important to understand how it fits in with the business strategy. Attend this session to learn the major pitfalls to avoid when investing in your technology.

    Speaker(s)

    Alex Fan, Vice President, Financial Services, Saxony Partners

    Alex Fan is the Vice President of Financial Services at Saxony Partners. He’s helped ailing companies recover from losses in the millions and performing companies identify new areas of growth. Clients trust Alex’s strategic and technical abilities, which have proven instrumental in changing the trajectory of an organization’s bottom line. Alex is passionate about helping companies achieve their goals by delivering business and digital solutions.

    Joe Hamilton, Chief Information Officer, First Guaranty Mortgage Corporation

    Joe Hamilton serves as the Chief Information Officer at First Guaranty Mortgage Corporation. In his 25 years in the technology space, Joe has honed the craft of bringing teams together to make strategic decisions on technology, personnel and process related efforts. As a leader at FGMC, he has transformed the relationship between IT and the business, pushing the organization to challenge the status-quo and explore data driven technology solutions that drive efficiency and unique borrower experience.

    Bill Shuler, CIO, Home Point Financial Corporation

    Bill Shuler has been in the financial services industry for more than 25 years and currently serves as Chief Information Officer for Home Point Financial. With comprehensive experience in the mortgage industry, Mr. Shuler is responsible for the strategic integration and innovation of Home Point’s digital platforms for optimal performance and customer service. Throughout his career, Bill has specialized in business renovation that increases productivity, decreases costs and aligns operating units. He has previously held CIO leadership roles at National City Mortgage, GMAC Mortgage/GMAC ResCap and Homeward Residential, Inc., where he also served as Chief Administrative Officer and Chairman of their off-shore captive in Pune, India.

    Tim Elkins, Executive Vice President and Chief Information Officer, PrimeLending

    Tim Elkins joined PrimeLending in November of 2008 as chief information officer and is responsible for information security, IT operations and technology initiatives. Elkins has more than 20 years of experience in the mortgage industry. Prior to joining PrimeLending, he served as chief information officer at AmericaHomeKey and BSM Financial. Elkins is the chair of the Residential Technology Forum (RESTECH) for the Mortgage Bankers Association. Additionally, working with fellow CIOs from other industry-leading brands as well as senior staff from CIO.com and the Harvard Business Review, Elkins is a member of the Red Hat’s Enterprisers Editorial Board. In 2013 and 2014, Elkins was honored as one of the Computerworld Premier 100 IT Leaders and lead his team to being selected as a CIO 100 recipient for their innovation in the mortgage industry.

  • Digital Mortgage Track: The Digital Mortgage – Issues and Enablers Roundtable

    Location: Marsalis Hall A,
    Exhibition Level


    Speaker(s)

    Nancy Pratt, Vice President, Partner Relations and Government Affairs, Pavaso, Inc.

    Ann Ploetz, Senior Product Manager, ICE/MERSCORP HOLDINGS, Inc.

    Rachael Sokolowski, President, Magnolia Technologies LLC

    Michael Cafferky, EMortgage Program Manager, Fannie Mae

    Rajasekhar Penugonda, Product Development and Senior Business Lead, Freddie Mac

    Christian Claffy, Senior Vice President, Federal Home Loan Bank of Chicago

    Breakout Session,

    Digital Mortgage Track

    Read more Read less

    eMortgage volumes are increasing rapidly. What is working, what continues to evolve, what remains to be solved for eMortgages and the digitalization of documents? Attend this open roundtable discussion to hear what others think and offer your opinions on the future.

    Speaker(s)

    Nancy Pratt, Vice President, Partner Relations and Government Affairs, Pavaso, Inc.

    Nancy G. Pratt is the Vice President of Partner Relations and Government Affairs for Pavaso.  Nancy has over 15 years of experience in the eMortgage/eClosing space, which played a key role in leading the go-to-market and implementation strategies for Pavaso's two CFPB pilots.  Nancy has been in the mortgage/title industry for over 39 years and highlights of her career include industry milestones of performing the first complete eMortgage with lenders and conducting the first ever FHA and VA eClosings.  Nancy has been invited to speak at various Industry Conventions as an eClosing/eMortgage subject expert. She is a member of the ALTA Government Affairs, Public Relations, State Regulatory Action and Technology Committee, ALTA Remote online Notary Taskforce and has been an ALTA Springboard facilitator in 2017 and 2018. She is the Co-chair of the MBA MISMO eMortgage Group and was elected to the MISMO Board of Governance Technology Committee in 2017 and 2018. She is also member of MBA’s Residential Technology Committee. Nancy is also a member of PRIA, MBA, MISMO, ESRA, RESPRO, NASS/NPA and has served on the eMortgage FNMA Innovation Team.  Nancy was named as a Leading Lady in the Mortgage Industry by The MReport in 2015. In 2016, she was a recipient of the 2016 MBA Tech All Star Award and was named as an Elite Women in Mortgage by Mortgage Professional America and was named one of Housing Wire’s Women of Influence in 2016, 2017 and 2018.

    Ann Ploetz, Senior Product Manager, ICE/MERSCORP HOLDINGS, Inc.

    Ann Ploetz is Senior Product Manager for ICE/MERSCORP Holdings, Inc. She is part of the team responsible for product requirements and design for the full suite of MERS® Systems. Her current area of responsibility includes MERS® eRegistry and she is actively working on future enhancement releases for the application.  Prior to joining ICE, Ann served as the business lead for the MERS team at HP/EDS, the information technology partner of MERSCORP Holdings. In addition to software development, her contributions included day to day operational and project leadership related to the MERS® Systems.  Ann’s industry experience includes a 20 year career at Bank One, with management roles in the area of Retail Banking, Bank Operations (including loan origination and servicing) and Software Development.

    Rachael Sokolowski, President, Magnolia Technologies LLC

    Rachael Sokolowski, President, Magnolia Technologies LLC, is a recognized leader and author in the mortgage banking industry as a technology evangelist, trusted adviser, strategist and driver of results in industry initiatives. As a consultant, Rachael provides over 30 years of business and technical experience in electronic documents and signatures, industry standardization, electronic mortgages and closings, secondary market delivery requirements, compliance and patent applications/litigation. Rachael has provided subject matter expertise on financial services technologies and has advised mortgage banking lenders, technology vendors, GSEs, banks and insurance and automotive finance companies. Rachael was previously the Chief Information Officer for a community bank and a financial services consulting firm. Rachael is a major and frequent contributor to the mortgage banking industry standards organization (MISMO) and the Property Records Industry Association (PRIA). She has authored numerous articles for the Scotsman Guide, Mortgage Compliance Magazine and Mortgage Banking Magazine providing commentary on technology, compliance and policy issues facing the financial services industry. Rachael is currently Co-Chair of the MISMO, eMortgage Workgroup and is certified by MISMO as a Mortgage Standards Professional (CMSP). In 2016, Rachael received the “MISMO Chairman’s Award” and was named by Mortgage Women Magazine as a Technology Leader and Entrepreneur in the industry.

    Michael Cafferky, EMortgage Program Manager, Fannie Mae

    Mike Cafferky is Fannie Mae’s Product Manager for electronic mortgages (eMortgages). Mike has spent the last 15 of his 30 years at Fannie Mae developing and managing Fannie Mae’s eMortgage initiatives. Mike is widely recognized as an industry expert on the topic, is a frequent speaker on industry panels related to eMortgages and eClosings, and has provided educational sessions at industry conferences on eMortgage requirements and processes . Mike routinely works with Fannie Mae customers, technology vendors, document custodians, and warehouse funding providers to support their efforts to transition to electronic documents and closings.

    Rajasekhar Penugonda, Product Development and Senior Business Lead, Freddie Mac

    Raj Penugonda is the e-mortgage program lead at Freddie Mac, and is responsible for managing and improving competitiveness of the program. In addition to identifying and managing internal strategic initiatives, he works closely with various industry stakeholders to increase e-mortgage adoption. Raj has experience of 17 years in the residential mortgage industry spanning origination, default servicing and secondary market. Prior to joining Freddie Mac, Raj performed product management, change management and process design roles at Bank of America and Wells Fargo. Raj holds a master’s degree in engineering and is an Accredited Mortgage Professional (AMP).

    Christian Claffy, Senior Vice President, Federal Home Loan Bank of Chicago

    Christian Claffy currently oversees operations for the Federal Home Loan Bank of Chicago’s balance sheet and credit products. Mr. Claffy joined the Bank in 2010 and his held positions with increasing levels of responsibility including oversight of Collateral Operations, Investment Operations and Collateral Policy. Prior to joining the Bank, Christian worked in multiple positions within the mortgage industry starting in 2002 reviewing mortgage loans for secondary market transactions through Product Management for Loan Custody and Loan Disbursements products.

  • Emerging Technologies Track: Artificial Intelligence in 2020

    Location: Marsalis Hall B,
    Exhibition Level


    Speaker(s)

    Ari Gross, Ph.D., Chief Executive Officer, SoftWorks

    William Packer, Executive Vice President and Chief Operations Officer, American Financial Resources, Inc.

    Richard Gagliano, President, Origination Technologies, Black Knight

    Breakout Session,

    Emerging Technologies Track

    Read more Read less

    Artificial Intelligence (AI) and machine learning are allowing banking and finance professionals to perform repetitive tasks such as processing loan packets with extremely high accuracy. Through accurate loan processing, mortgage banks can reduce or eliminate the need for human reviews, allowing individuals to perform more meaningful tasks. This session will discuss practical applications for AI in the mortgage industry.

    Speaker(s)

    Ari Gross, Ph.D., Chief Executive Officer, SoftWorks

    Dr. Ari Gross has been very active in the research and development of new methods and technology in the areas of computer vision, imaging, artificial intelligence, machine learning, and real-time computing for the past 20 years. His achievements include over 40 published papers and several patents in areas related to imaging, machine learning, and document automation. Dr. Gross has managed his previous company from its initial focus on image compression and OCR to its shift over the last three years towards business process automation. After a successful exit, Dr. Gross launched SoftWorks AI to address the needs of the explosive Knowledge Worker Automation market. 

    William Packer, Executive Vice President and Chief Operations Officer, American Financial Resources, Inc.

    Bill joined American Financial Resources (AFR; www.afrcorp.com) in June 2015 as its CIO. In 2018 he was promoted to the Chief Operating Officer and he currently oversees Operations, Technology, New Product Development and Marketing. Bill also serves as the Executive Vice President for AFR’s Technology Services division (Lendersoft). Bill has nearly 30 years of experience in financial services. He has served in a variety of leadership roles in areas such as sales, operations, project management, ecommerce, retail banking, consumer and mortgage lending as well as facilities, marketing and technology. Prior to joining AFR, Bill held leadership positions at Bank of America most recently as the Senior Vice President, Application Programming Executive in Bank of America’s Home Loans technology organization where he supported both 1st mortgage and Home Equity business’. Prior to this role, Bill was the Service Delivery Executive. Bill was a senior faculty member at Keller University (2001-2005) and he has served on boards for a variety of non-profit organizations including currently on the Advisory Board for Rutger’s University Customer Experience program. Amongst several other philanthropic endeavors, Bill is currently part of New York Aquarium’s volunteer scuba diving team. Bill proudly serves as the Mortgage Banker’s Association Residential Technology Chairperson.

    Richard Gagliano, President, Origination Technologies, Black Knight

    Richard (“Rich”) Gagliano is President of the Origination Technologies division of Black Knight, Inc. (NYSE:BKI), a premier provider of integrated software, data and analytics to the mortgage industry. As the division’s leader, Rich is primarily responsible for the direction of Black Knight’s origination technologies which includes artificial intelligence and machine learning, point of sales solutions, and its enterprise loan origination systems that support retail, wholesale, consumer-direct and correspondent channels that lenders use to originate both first mortgages and home equity loans. Additionally, Rich oversees the breadth of Black Knight’s lending solutions, as well as capabilities to support greater loan transparency and data integrity.
    With more than 25 years of experience in the financial services industry, Rich offers a wide range of lending-product knowledge and insight. Before joining Black Knight, Rich was Senior Vice President of Direct Lending and Chief Administrative Officer at Aurora Bank. In that role, he was responsible for management of the direct-to-consumer lending platform (sales\operations) and established Aurora Bank’s internet lending channel.

  • Lunch in THE INNOVATION HUB

    Location: Landmark Ballroom,
    Lobby Level

    Lunch,

    Networking Opportunities

  • mPower Lunch: Choosing Self-Confidence

    Location: Pegasus,
    Lobby Level


    Speaker(s)

    Lisa Sun, Founder and CEO, Project Gravitas

    Dawn Williams, AMP, Associate Vice President, Conference Programming, MBA

    Lunch,

    mPower Event,

    Networking Opportunities

    Read more Read less

    Learn to “own your moment” with Lisa Sun, Founder and CEO of Project Gravitas, a confidence company whose patented innovations in women’s apparel and styling solutions empower every woman to have a confident sense of self. Early in her career, Sun was advised to buy a new dress, big jewelry and great shoes in order to develop an outer presence, or “gravitas,” that reflected her inner strength. This inspired her to develop and grow her company, but moreover, to teach women to embody the meaning of gravitas. Stop by Lisa’s on-site Trunk Show to shop her clothing line.

    Speaker(s)

    Lisa Sun, Founder and CEO, Project Gravitas

    Lisa Sun is Founder & CEO of Project Gravitas, a company whose origin story dates back to Sun’s first professional review: that she “lacked gravitas” and “should go buy a new dress, big jewelry, and great shoes.” Realizing the transformative power that clothing can have, Sun secured the global patent on building shapewear into dresses and launched Project Gravitas as a vertically-integrated ecommerce company that offers innovative apparel and styling solutions designed to give every woman a confident sense of self. Prior to founding Project Gravitas, Sun spent 11 years at McKinsey & Company where she advised leading luxury, fashion, and beauty brands globally on strategic and operational issues.

    Dawn Williams, AMP, Associate Vice President, Conference Programming, MBA

    Dawn Williams serves as the Associate Vice President of Conference Programming for the Mortgage Bankers Association, the leading association for the real estate finance industry.  She is responsible for leading the programming team in the development of engaging and relevant content for MBA’s 16 conferences, with about 400 sessions and 1,200 speakers annually. Williams joined MBA in 2012 after being self-employed for 15 years as a freelance marketing and events consultant. In that role, she served a variety of small businesses across several sectors, including five years as the Executive Director of the Default Attorney Group, a consortium of MBA-member law firms. Earlier in her career she managed a $5 million direct marketing channel for Time-Life’s subscription book, music and video products. Prior to that she spent 6 years in retail advertising with May Co. Department stores as a copywriter, account manager and finance analyst for their $100 million sales promotion budget. Dawn earned her Accredited Mortgage Professional designation in 2015 and was MBA’s 2016 Employee of the Year.

     

     

  • Digital Mortgage Track: The Consumer at the Center: Rethinking the Business Process From the Consumer’s Perspective

    Location: Marsalis Hall A,
    Exhibition Level


    Speaker(s)

    Eric Connors, Senior Vice President, Product Strategy & Management, Ellie Mae, Inc.

    Garth E. Graham, Senior Partner, STRATMOR GROUP

    Tim Nguyen, Co-Founder and Chief Executive Officer, BeSmartee, Inc.

    Rocky Stubbs, Senior Vice President and Head, Direct Lending, Flagstar Bank, FSB

    Breakout Session,

    Digital Mortgage Track

    Read more Read less

    Everyone’s talking about going digital, but how can lenders deliver on a digital mortgage experience that’s appealing to borrowers? This session explores going beyond the loan application by providing insight and examples from Fintech innovators outside of the mortgage industry. You’ll see how an ideal digital experience attracts more consumers and drives more engagement.

    Speaker(s)

    Eric Connors, Senior Vice President, Product Strategy & Management, Ellie Mae, Inc.

    Eric joined Ellie Mae in April 2018 as senior vice president of product strategy and management. He is responsible for leading the overall product strategy for our Encompass digital mortgage solution, the Encompass Lending Platform and related products, including the Encompass Connect suite of solutions. Prior to joining Ellie Mae, Eric led CoreLogic’s credit business as its General Manager. He has also held executive and management positions at Yodlee, Oracle, and PeopleSoft.

    Garth E. Graham, Senior Partner, STRATMOR GROUP

    Garth Graham is a Senior Partner at STRATMOR Group’, a 30 year old mortgage banking consulting firm. Graham has over 25 years of experience in mortgage banking, ranging from Fortune 500 companies to successful startups. He is a true pioneer of the Digital Mortgage, as one of the founders of mortgage.com, and was an executive at Top 5 lender ABN-AMRO Mortgage before it’s $9 billion sale to Citigroup in March of 2007 which closed before the market downturn. Good timing!  Garth is a frequent speaker at national conventions, corporate events, and technology conferences. And always with a balance of data, insights and jokes.

    Tim Nguyen, Co-Founder and Chief Executive Officer, BeSmartee, Inc.

    Tim Nguyen is the CEO & Co-Founder at BeSmartee, a digital mortgage platform empowering mortgage lenders to take their consumers from application to a paid appraisal in minutes. As CEO Tim sets the direction of the company, defines its culture, owns the product vision and leads the overall execution of the company.  Previously, Tim co-founded and led InHouse, a nationwide provider of lender services and technology, from startup to 150+ FTEs before exiting in 2014. InHouse operates today under The Nationwide Group.  Tim comes from an entrepreneurial family background, having taught himself to code and launching multiple websites in high school. He eventually found his career at 21 years of age in the mortgage space where he started InHouse.

    Rocky Stubbs, Senior Vice President and Head, Direct Lending, Flagstar Bank, FSB

    With over 15 years in the mortgage industry at both privately held and Fortune 100 companies, Rocky enjoys a strong industry reputation as a strategic thinker and bold innovator who is highly skilled at leading rapid growth agendas, attracting and retaining top talent, and creating a white-glove, customer centric sales and service cultures.  Rocky joined Flagstar Bank as Head of Direct Lending in January of 2018. For the past 3 years, Rocky has led the Direct and Digital Mortgage channel for Capital One Home Loans. Under his leadership, the business achieved record volumes and profitability, developed multiple proprietary consumer technologies, all while delivering industry leading customer satisfaction and associate engagement scores.  Prior to Capital One, Rocky led Business Development for Mortgage Banking at JPMorganChase. His responsibilities included Realtor Engagement Strategy, Builder/Developer Relationships, Joint Ventures, CRA/LMI Lending, and Private Wealth Mortgage Banking. He was also an active member of the firm’s Market Leadership Team, which was responsible for directing the company’s civic activity, philanthropic efforts and government engagement strategy. During the Financial Crisis, Rocky led the bank’s foreclosure prevention group, which successfully helped over 100,000 struggling customers avoid foreclosure and remain in their homes.  Prior to JPMorganChase, Rocky held executive positions in private equity, commercial lending, and mortgage sales.

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