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Schedule

Note: Schedule subject to change.

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Sunday, May 5

10:00 AM – 7:00 PM
Registration & CLE Desk

Palm Foyer
12:30 PM – 1:45 PM
COMPLIANCE CONVERSATIONS TRACK: Loan Originator Compensation

Seaport F

  • Jed Mayk
  • Steve vonBerg, CMB
12:30 PM – 1:45 PM
LITIGATION FORUM TRACK: Bankruptcy and Service Member Civil Relief Act (SCRA) Matters

Seaport D

  • Justin Wiseman
  • Simon A. Fleischmann
  • Loren W. Coe
  • Beverly Weber
1:45 PM – 2:00 PM
Refreshment Break

Seaport Foyer
2:00 PM – 3:15 PM
COMPLIANCE CONVERSATIONS TRACK: RESPA Section 8

Seaport F

  • Bella Guerrero
  • Michael Y. Kieval
2:00 PM – 3:15 PM
EMERGING ISSUES TRACK: Hazard and Property Insurance Challenges

Seaport G

  • Leesa Logan
  • George Gallagher
  • Benjamin Madick
  • Jeremy Switzer
2:00 PM – 3:15 PM
LITIGATION FORUM TRACK: Key State Cases and Fair Lending

Seaport D

  • Simon A. Fleischmann
  • Brian McGrath
  • Tori Shinohara
3:15 PM – 3:30 PM
Refreshment Break

Seaport Foyer
3:30 PM – 4:45 PM
COMPLIANCE CONVERSATIONS TRACK: Fair Lending/Home Mortgage Disclosure Act (HMDA)

Seaport F

  • H. Joshua Kotin
  • Leslie Sowers
3:30 PM – 4:45 PM
EMERGING ISSUES TRACK: Trends in Mortgage Fraud

Seaport G

  • Katherine Hollister
  • Bridget A. Berg
  • Todd Krell
3:30 PM – 4:45 PM
LITIGATION FORUM TRACK: FDCPA, TCPA & FCRA

Seaport D

  • Simon A. Fleischmann
  • Kathleen M. Massimo
  • Joel Tasca
5:00 PM – 6:00 PM
COMPLIANCE CONVERSATIONS TRACK: TILA RESPA Integrated Disclosure (TRID)

Seaport F

  • Suzanne Garwood
  • Richard B. Horn
5:00 PM – 6:00 PM
EMERGING ISSUES TRACK: Data Breach Crisis - a "How To" on Next Steps and Best Practices

  • Arnel Manalo, CISSP
  • Troy W. Garris
  • Laura LaRaia
  • Randall Raw
5:00 PM – 6:00 PM
LITIGATION FORUM TRACK: New York FAPA and "Junk Fees" Update

Seaport D

  • Simon A. Fleischmann
  • Schuyler Kraus
  • Aaron Mahler
6:00 PM – 7:00 PM
Opening Reception in the Exhibit Area: California Dreamin'

Seaport Foyer

Monday, May 6

7:30 AM – 5:00 PM
Registration & CLE Desk

Palm Foyer
8:00 AM – 5:00 PM
Exhibit Area Open

Seaport Foyer
8:00 AM – 8:30 AM
Continental Breakfast

Seaport Foyer
8:30 AM – 10:00 AM
OPENING GENERAL SESSION: Welcome and Featured Speaker

Seaport D

  • Brian McGrath
  • Julia Svetlana Juarez
  • Robert D. Broeksmit, CMB
10:00 AM – 10:15 AM
Refreshment Break

Seaport Foyer
10:15 AM – 11:30 AM
GENERAL SESSION: A Discussion of Key Issues with Industry Regulators

Seaport D

  • Samuel I. Racoosin
  • John Bell
  • Mark McArdle
  • Ingrid Ripley
  • Nate Shultz
11:30 AM – 12:45 PM
Listen Over Lunch: Politics, Policy, and Election Trends

Seaport A

  • Chris Hilliard, CRCM, CCEP
  • Bill Killmer
  • Madisyn Rhone
  • George Rogers
1:00 PM – 2:15 PM
APPLIED COMPLIANCE TRACK: Navigating the Complexities of RESPA Section 8 – Strategies for Compliance and Risk Mitigation

Seaport F

  • Alisha Sears
  • Brian S. Levy, Esq.
  • Matthew Sheldon
  • Mike G Silver
1:00 PM – 2:15 PM
EMERGING ISSUES TRACK: Coming Changes to Servicing Rules and Credit Reporting

Seaport G

  • Brendan Kelleher
  • Krista Cooley
  • Jonathan Kolodziej, AMP, CMCP
  • Mark McArdle
1:00 PM – 2:15 PM
KEY UPDATES TRACK: Major Litigation Trends

Seaport D

  • Mallory J. Garner
  • Diana M Eng
  • Paul Hancock, Esq.
  • Michelle L. Rogers, Financial Services Enforcement Group Leader
  • Alli J. Schoenthal
2:15 PM – 2:30 PM
Refreshment Break

Seaport Foyer
2:30 PM – 3:45 PM
APPLIED COMPLIANCE TRACK: Loan Originator Compensation

Seaport F

  • Jerra Ryan
  • Richard J. Andreano, Jr., Esq., CMCP
  • R. Andrew Arculin
  • Russell R. Bruch
  • Troy W. Garris
2:30 PM – 3:45 PM
EMERGING ISSUES TRACK: Lowering Borrower Costs and Improving Access - Compliance Considerations

Seaport G

  • Jeremy Potter
  • Elizabeth Kemp
  • Tobias P. Moon
  • Stephen F.J. Ornstein
2:30 PM – 3:45 PM
KEY UPDATES TRACK: CFPB Updates

Seaport D

  • Justin Wiseman
  • John Coleman, Jr.
  • Mitch Kider
  • Matthew P. Previn
  • Nanci L. Weissgold
4:00 PM – 5:00 PM
APPLIED COMPLIANCE TRACK: Selecting and Working with Outside Counsel

Seaport F

  • Michael Briggs
  • John Grissom
  • Monika L. McCarthy
  • Carlos Pelayo
4:00 PM – 5:00 PM
EMERGING ISSUES TRACK: Realtor Litigation - The State of Play and the Way Forward

Seaport G

  • Pete Mills
  • Jackie Mohr
  • Timothy P. Ofak
  • Trip X. Riley, III
4:00 PM – 5:00 PM
KEY UPDATES TRACK: Changes to State Reporting Requirements and State Licensing

Seaport D

  • Melissa Koupal, CMCP
  • Kate Goodman
  • Bob Niemi, CMB
  • Haydn J. Richards, Jr.
  • John D. Socknat, Esq.
5:00 PM – 6:00 PM
Networking Reception: Margaritaville Social

Marina Courtyard, Lobby Level

Tuesday, May 7

7:30 AM – 5:00 PM
Registration & CLE Desk

Palm Foyer
8:00 AM – 5:00 PM
Exhibit Area Open

Seaport Foyer
8:00 AM – 8:30 AM
Continental Breakfast

Seaport Foyer
8:30 AM – 10:00 AM
GENERAL SESSION: Judicial Perspectives

Seaport D

  • Andrew K. Stutzman
  • The Honorable Karen S. Crawford
  • The Honorable Clifton Newman
  • The Honorable Laura Taylor
10:00 AM – 10:15 AM
Refreshment Break

Seaport Foyer
10:15 AM – 11:45 AM
DATA PRIVACY, SECURITY & AI TRACK: Data Security and Best Practices to Protect Consumer Information

Seaport F

  • Wendy Lee
  • Michael Egan
  • Jacqueline Goralczyk, Esq.
  • John V Levonick
  • David Shirk, CMCP
10:15 AM – 11:45 AM
EMERGING ISSUES TRACK: The Changing Landscape Around Borrower Contact and Collection Rules

Seaport G

  • Michael O'Connor
  • Lauren E. Campisi
  • Aaron Chastain, AMP
  • Anoush Garakani, Esq.
  • Reid Manley
10:15 AM – 11:45 AM
KEY UPDATES TRACK: Fair Lending

Seaport D

  • Tara Pettersen
  • Chava Brandriss
  • Andrew Glass
  • Jonice M. Gray
  • Caroline Stapleton
11:45 AM – 1:00 PM
Networking Lunch

Seaport A
1:00 PM – 2:15 PM
DATA PRIVACY, SECURITY & AI TRACK: The Changing Landscape of Data Privacy

Seaport F

  • Gabriel Acosta
  • Theodore P. Augustinos
  • Amanda Lawrence
  • Ashley Shively
1:00 PM – 2:15 PM
EMERGING ISSUES TRACK: Labor Law – Best Practices for Compensation and Recruiting in a Changing Landscape

Seaport G

  • Laura LaRaia
  • Meredith Dante
  • Ari Karen, Esq.
  • Sheila M. Strong, CMCP
1:00 PM – 2:15 PM
KEY UPDATES TRACK: Changes in Administrative Law and the Impact on Compliance

Seaport D

  • Blake Chavis
  • Richard B. Horn
  • Levi William Swank
  • Justin Wiseman
2:15 PM – 2:30 PM
Refreshment Break

Seaport Foyer
2:30 PM – 3:45 PM
DATA PRIVACY, SECURITY & AI TRACK: Use of AI in the Mortgage Industry and the Evolving Regulatory Landscape

Seaport F

  • Jenna Frader
  • Leonard A. Bernstein, Esq.
  • Angel R. Hernandez
  • Scott Long
  • Kim Phan
2:30 PM – 3:45 PM
EMERGING ISSUES TRACK: Understanding UDAAP - Lessons from Key Cases and Supervision

Seaport G

  • Vernon Tanner, CRCM
  • Richard E. Gottlieb
  • Kari Hall
  • Robert R. Maddox, CMB, AMP
  • Jeff P. Naimon
2:30 PM – 3:45 PM
KEY UPDATES TRACK: The State of the States - Key State Law Cases and Trends

Seaport D

  • Chris Hilliard, CRCM, CCEP
  • Jeffrey P. Barringer
  • Robert Finlay
  • Mike Flynn
  • Akeela White
4:00 PM – 5:00 PM
Compliance Office Hours: Questions & Answers

Wednesday, May 8

7:30 AM – 12:30 PM
Registration & CLE Desk

Palm Foyer
7:30 AM – 9:00 AM
Committee Meeting: Legal Issues, Regulatory Compliance and Quality Assurance (Open to MBA Members; Closed to Media)

Seaport H
8:45 AM – 9:15 AM
Continental Breakfast

Seaport Foyer
9:15 AM – 11:15 AM
Legal Ethics: Preserving Attorney-Client Privilege

Seaport G

  • Daniel T. Plunkett
  • Sanford (Sandy) P. Shatz
9:30 AM – 11:00 AM
Right Sizing Your Compliance Management System (CMS) for Volume Today

Seaport F

  • Alfred Pitzner
  • Michael Berman
  • Edward T. Kang
  • Maura K. McKelvey
  • Jehan Patterson
  • Colgate Selden
9:30 AM – 11:00 AM
Special Purpose Credit Programs and LEP

Seaport D

  • Regina Lall
  • Fed Kamensky
  • Olivia Kelman
  • Joshua Weinberg, CMCP
11:00 AM – 11:15 AM
Refreshment Break

Seaport Foyer
11:15 AM – 12:30 PM
Closing Super Session

Seaport F

  • Loretta Salzano, Esq.
  • Joshua Weinberg, CMCP
  • Laura C. Baucus
  • Joseph H. Hickey
  • Melissa Malpass
  • Jason W. McElroy
  • Jim M. Milano
  • Edward Miller
  • David Stickney
  • Michael S Waldron, Esq.

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