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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Monday, March 25, 2019

  • 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

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    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.

Tuesday, March 26, 2019

  • 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

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    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.

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