Schedule

Schedule subject to change.

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

11 results
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Sunday, March 24, 2019

  • 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.

Monday, March 25, 2019

  • 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.

  • 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.

  • 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

  • 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.

Tuesday, March 26, 2019

  • 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".

  • 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.

  • CREF Track: CREF TECH Show and Tell II

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Aviva Fink, Vice President, Client Success, Reonomy

    Kevin Fairris, Chief Information Officer, Covius

    Ben Kraus, Head of Sales, Jane.ai

    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)

    Aviva Fink, Vice President, Client Success, Reonomy

    Aviva has over a decade of experience leading high performing teams in strategy, marketing and customer experience. Previously, she was a senior member of teams at VTS and Onavo/Facebook.

    Kevin Fairris, Chief Information Officer, Covius

    With more than 25 years of experience in financial services technology, Kevin brings strong leadership to the Covius team with a background in both technology and finance. He plays integral role in working with clients to design and implement new technologies to streamline operations, drive efficiency and reduce costs.

    Ben Kraus, Head of Sales, Jane.ai

    Ben Kraus is the Head of Sales at Jane.ai, an enterprise artificial intelligence company focused on enabling team members to do their best work by accessing all company intelligence conversationally.  Ben has been in technology sales for over 20 years both as a producer and building high performing teams at organizations such as Forrester Research, Foresee, and Oracle.

  • CREF Track: Agile in Practice: What Does and Does Not Work

    Location: Reunion Ballroom A,
    Lobby Level


    Speaker(s)

    Lisa J. Peck, Vice President, Manager, C&IB Business Technology

    Tony Berwald, Business Solutions Director, Greystone

    Jason Pratt, Head, Mortgage Technology, USAA Federal Savings Bank

    Breakout Session,

    CREF Track

    Read more Read less

    Agile’s collaborative, iterative approach seems tailor-made for many aspects of today’s fast-paced software development environment. This session will pull back the cover on how and when Agile does (and doesn’t) work best, and explore tricks firms have found to implement it most effectively.

    Speaker(s)

    Lisa J. Peck, Vice President, Manager, C&IB Business Technology

    Lisa J. Peck—Vice President, Business Technology, based in Overland Park, Kansas. Lisa joined PNC Bank in 2001 and has been responsible for managing high profile client, M&A, and enterprise-wide technology projects. In her current role Lisa manages the relationship between technology and the PNC Real Estate business segment within Corporate and Institutional Banking. Lisa meets regularly with executives across PNC Real Estate to discuss technology needs, in-flight project status, and facilitates the annual technology budget and initiative planning process. Lisa manages a group of Business Systems Analysts who work with the business to document requirements for technology projects.  Lisa has helped pioneer two organizations that promote professional women. She was a founding executive committee member that launched Women Connect at PNC, and is currently a founding executive committee member that is launching an off-shoot organization, TECH Connect, geared for women in technology. Throughout her career Lisa has been a champion for diversity and inclusion.  She is a member of the Mortgage Bankers Association’s Commercial/Multifamily Technology Officers Roundtable, the PMI, the Central Exchange, Women Connect and TECH Connect.

    Tony Berwald, Business Solutions Director, Greystone

    Tony Berwald is the Business Solutions Director at Greystone.  Tony leads technical strategy, product management, and application development for the Servicing & Asset Management business of Greystone, a leading commercial real estate lending, investment, and advisory firm. He has successfully guided the adoption and maturation of a variety of agile frameworks within multiple teams since joining Greystone in 2013.  Prior to Greystone, Tony Berwald served as the VP of Product at Triton Digital, where he built the product management team and implemented SCRUM. Earlier in his career, Tony spent some fifteen years leading technical consulting engagements for Fortune 500 clients such as IHG, UPS, and Georgia Pacific. Tony graduated with a Bachelor of Industrial Engineering from Georgia Tech in 1998.

    Jason Pratt, Head, Mortgage Technology, USAA Federal Savings Bank

    Jason Pratt is the Head of Mortgage Technology for USAA. In this role, Jason is responsible for the development, integration, operation and maintenance of all technology components to support USAAs Mortgage Operations. Jason has over 28 years of experience in large-scale systems development and integration and he has operated large-scale agile development programs since 2012.

Wednesday, March 27, 2019

  • CREF/Residential Track: The New Programming Platforms (aka Salesforce)

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Eric Carter, Senior Vice President, Information Technology & Security, NorthMarq Capital, LLC

    Tim Smith, Client Partner, Simplus

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Bryan Lee, Global Head, Mortgage, Salesforce.com, Inc.

    Breakout Session,

    CREF Track

    Read more Read less

    Increasingly, new development takes place within a third-party software package like Salesforce or a servicing system. This session explores how firms are managing development and maintenance, as well as the staffing and specialization that comes with software development.

    Speaker(s)

    Eric Carter, Senior Vice President, Information Technology & Security, NorthMarq Capital, LLC

    Eric Carter manages NorthMarq Capital’s IT department and provides strategic leadership for current and future technology at the company. His responsibilities include ensuring all processes and resources are in place to deliver consistent IT services on a daily basis, overseeing high-profile IT projects, and managing key vendor partnerships.  Prior to joining NorthMarq, Eric worked at Welsh Companies, leading their IT department. He also spent five years at Evolution1, where he managed the production infrastructure/operations for a SaaS provider that helped individuals, employers and TPAs manage their FSA, HRA and HSA. He also has worked as a project manager at Target, a part-time real estate agent for five years, and spent 10 years with Accenture in various roles that focused on helping clients build and run their data centers.

    Tim Smith, Client Partner, Simplus

    Tim has nearly 30 years of sales experience and has served as an SVP, EVP, COO, and president in a
    myriad of companies. He focuses on user adoption and utilization metrics, knowing that a fantastic
    solution is only valuable when fully used.

    Gabe Minton, Executive Vice President and CIO, Guild Mortgage Company

    Gabe Minton joined Guild Mortgage in 2017 and leads its growing technology and information strategy, positioning the company for future growth. This includes developing next generation platforms and services to continue to enhance Guild’s customer experience and maximize operational efficiencies.  Gabe has more than 25 years of experience in leadership roles with mortgage and technology companies in a variety of settings. He specializes in creating software systems, products and standards and has been responsible for strategy and execution, communications and vendor relations throughout his career.  Prior to joining Guild, Gabe served as senior vice president and chief information officer at PHH Mortgage from 2014 to 2017, where he transformed the information technology division to meet growing regulatory and customer needs for the largest banks.  Gabe also served in senior management, strategy and technology positions with Black Knight’s ServiceLink, Motivity Solutions, Accenture Mortgage Cadence and the Mortgage Bankers Association. He was one of the leading architects and founding members of MISMO, the Mortgage Industry Standards Maintenance Organization (a subsidiary of the MBA).

    Bryan Lee, Global Head, Mortgage, Salesforce.com, Inc.

    Bryan Lee leads lending and fintech for the Global Financial Services Solutions team at Salesforce. He partners with customers to design and deliver solutions for growth and digitization of lenders and banks that are leading the digital transformation of lending, and creating customer and borrower experiences that stand out. Salesforce partners with dozens of fintech firms, banks, credit unions and lenders across mortgage, consumer and business lending around the world to drive marketing, sales and service to fuel customer growth as well as provide cloud based platforms for development for rapid time to market. And Salesforce has customers in mortgage lending among the top bank lenders around the world and half of the top independent mortgage originators in the U.S.

  • Closing Super Session: CREF Hear from Peers

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    Jamie Woodwell, Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

    Breakout Session,

    CREF Track

    Read more Read less

    Still looking for answers or interested in engaging in conversations with your peers?  Attend the CREF closing super session to "Hear from your Peers."  

    Speaker(s)

    Jamie Woodwell, Vice President, Commercial/Multifamily Research, Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

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

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