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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Wednesday, March 27, 2019

  • Residential Closing Super Session: Listen up! Emerging Technologies and Innovations You Should Pay Attention to Over the Next 3-5 Years

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Jan Davis, Vice President, MISMO and Associate Vice President, Mortgage Bankers Association

    Barbara Cooper-Jones, Senior Vice President, Enterprise Data and Technology Solutions, Ginnie Mae

    Steve Smith, Chairman, Chief Executive Officer and Co-Founder, Finicity

    David A. Coleman, Managing Director, KPMG LLP

    Brian Stucky, Chief Executive Officer, DecisionX

    Lisa Springer, Senior Partner, Chief Executive Officer, STRATMOR Group

    Dominick Marchetti, Chief Technology Officer, loanDepot.com, LLC

    Jason Birmingham, Vice President, Head of Capital Markets and Finance Technology, Fannie Mae

    Breakout Session

    If anything, technological innovation seems to be moving faster every day.  Knowing how technology may evolve in 3-5 years can help you plan successfully for both the short and long-term.  Our closing Super Session for the Residential track will provide the opportunity to hear what a panel of experts thinks might change in this time horizon, while affording you the opportunity to ask questions and offer your own perspective.

    Speaker(s)

    Jan Davis, Vice President, MISMO and Associate Vice President, Mortgage Bankers Association

    Jan Davis is a leader in the mortgage finance industry with experience managing standards development, mortgage operations, and data warehousing activites. She is the Vice President of MISMO, the mortgage industry’s standards organization and Associate Vice President of MBA. Jan is responsible for managing the daily operations of MISMO. Prior to joining MBA, Jan was Director, Single Family Loan Operations at Fannie Mae.

    Barbara Cooper-Jones, Senior Vice President, Enterprise Data and Technology Solutions, Ginnie Mae

    Barbara Cooper-Jones joined Ginnie Mae in November 2011. She is the Senior Vice President, Enterprise Data and Technology Solutions. She is responsible for defining and implementing enterprise information and mortgage loans/MBS technology solutions across Ginnie Mae.   Prior to joining Ginnie Mae, Ms. Cooper-Jones was the Assistant Vice President of Enterprise Program Management in National IT at the Federal Reserve Bank of Richmond where she led large scale program infrastructure modernization efforts.  Ms. Cooper-Jones served as Vice President of Enterprise Data Technology at Fannie Mae from 2004 to 2007, responsible for leading long range strategic planning and day-to-day activities for the corporation’s Single and Multifamily data warehouse in support of Financial Reporting, Regulatory Reporting and Research and Analytics. Ms. Cooper-Jones defined and implemented a Corporate Data Strategy and a first generation data governance program.

    Steve Smith, Chairman, Chief Executive Officer and Co-Founder, Finicity

    Financial services entrepreneur Steve Smith is the Chairman, CEO and Co-Founder of Finicity, an industry innovation platform providing consumer-permissioned financial data and insights. Steve has built a strong reputation with customers and partners for developing creative strategies and disruptive technologies that deliver market efficiencies, provide better experiences and enable new business models. He has been the creative force behind many of Finicity’s offerings for financial data APIs, credit decisioning tools and financial wellness solutions.  In building Finicity, Steve has leveraged executive leadership experiences from public and private organizations, spanning large enterprises to small start-ups. Highlights include senior executive responsibilities for the world’s largest supplier of data communications products for mobile computers, where he is credited as a pioneer in mobile data communications, and turning around a large industrial manufacturer to become a leader in its market.

    David A. Coleman, Managing Director, KPMG LLP

    David is a managing director in KPMG’s Business Optimization Advisory practice, leading financial services operational transformation and technology implementation. He has more than 25 years of mortgage industry experience with a broad background in large-scale business systems development, strategy and planning, decision management and automation. The scope of David’s experience includes work with leading banks, mortgage lenders and servicers, mortgage insurers, mortgage investors and GSEs, technology vendors and service providers.

    Brian Stucky, Chief Executive Officer, DecisionX

    A recognized thought leader in decision management, Brian Stucky brings three decades of experience designing and implementing business rule and process management systems to the financial services industry as well as the Federal government. He started DecisionX to help organizations leverage standards and emerging technology to drive their Fintech and Regtech digital evolution.  Brian is a contributing author to three decision management books, currently serves on the editorial board of the Business Process Management Institute and has well over 60 publications in addition to invited speaking engagements at professional events. He is now in his fifth year as co-chairman of MISMO’s Decision Management Community of Practice.

    Lisa Springer, Senior Partner, Chief Executive Officer, STRATMOR Group

    Lisa Springer is a Senior Partner and CEO of STRATMOR Group. As CEO, Springer leads the firm’s strategic brand and growth initiatives while providing direction in overall practice management, sales and marketing strategies, consulting services, human resources, vendor management, accounting and corporate communications.  Springer has over 30 years of experience in mortgage professional services and technology arenas. As EVP of Sales at Motivity Solutions, Springer’s responsibilities included development and execution of go-to-market sales and product strategies. She was instrumental in building Motivity Solutions from a startup to the industry leader in business intelligence in the mortgage space.  As EVP of Sales for Mortgage Cadence, an industry leading financial and technology firm, Springer drove the sales strategy and managed several teams to effectively sell and deploy enterprise software.

    Dominick Marchetti, Chief Technology Officer, loanDepot.com, LLC

    As chief technology officer of loanDepot, Dominick Marchetti oversees the evolution of new technology to support the company’s consumer-direct strategy on an enterprise level to enable the further expansion of new lending products across multiple platforms.  Marchetti came to loanDepot from Blueberry Systems, where he was chief operating officer, responsible for product development and the day-to-day operations of the company. Throughout his career, he has created a series of industry portals, credit companies, insurance platforms and an offshore company focused on business process outsourcing.

    Jason Birmingham, Vice President, Head of Capital Markets and Finance Technology, Fannie Mae

    Jason Birmingham is Fannie Mae’s Vice President – Capital Markets and Finance Technology. Reporting to the Senior Vice President and Head of Operations and Technology (O&T), Jason is responsible for the operation and strategic development of Fannie Mae’s trading, treasury, operations, pricing, and finance technology platforms.  Prior to his current role, Jason served as Vice President of O&T Strategic Initiatives, where he led the multi-year transformation of the firm’s legacy Capital Markets infrastructure. He has also held several other leadership roles across O&T and Finance since joining the firm in 2006. Before joining Fannie Mae in 2006, Jason held various management consultant roles at Navigant Consulting and PricewaterhouseCoopers LLC.

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