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

  • Registration

    Location: Reunion Foyer,
    Lobby Level

    Registration

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    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

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    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

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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.

  • Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

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