Schedule

Schedule subject to change.

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

Download Agenda Editable Agenda

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

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    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.

Tuesday, March 26, 2019

  • Special Session: GSE and Ginnie Mae Update

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    David Barkley, Director, Business Initiatives, Freddie Mac

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

    Noah Israel, Senior Product Manager, Digital Products, Fannie Mae

    Breakout Session,

    Special Session

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    Changes are coming from Freddie Mac, Fannie Mae, and Ginnie Mae.  These include changes to the various components of the GSE Uniform Mortgage Data Program (UMDP).  Attend this session to hear updates from Ginnie Mae and the GSEs.

    Speaker(s)

    David Barkley, Director, Business Initiatives, Freddie Mac

    David Barkley is business initiatives director for Freddie Mac's Single-Family Strategic Delivery division. His responsibilities include program governance for several Freddie Mac strategic initiatives, including the Federal Housing Finance Agency’s Uniform Mortgage Data Program®. This effort directs Fannie Mae and Freddie Mac to establish industry standards that enhance loan quality.  Mr. Barkley serves as Freddie Mac’s representative to the Mortgage Industry Standards Maintenance Organization’s (MISMO) Residential Governance Committee, and Strategic Planning Committee. He leads Freddie Mac’s Loan Advisor Business Program Office, and participates in the Mortgage Bankers Association of America’s (MBA) MISMO Work Groups. These cross-industry work groups are responsible for developing standardized electronic data transactions and exploring emerging technologies for the real estate finance industry.

    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.

    Noah Israel, Senior Product Manager, Digital Products, Fannie Mae

    Noah Israel has nearly two decades of experience managing digital products, agile teams, business relationships and strategic growth opportunities for Fannie Mae in Washington, DC.  Throughout his career, Noah has focused on building high value solutions that ensure compliance and focus on customer needs. Noah currently manages the numerous data standards under the Uniform Mortgage Data Program (UMDP), including Closing Data (UCD), Appraisal (UAD), Application (ULAD) and Delivery (ULDD). Noah led the development and deployment and continues the management of the federally mandated, electronic appraisal records system – the Uniform Collateral Data Portal (UCDP). Additionally, he managed Fannie Mae’s DU credit service.

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