Schedule

To see what we did last time we met in person at MBA's Technology Solutions Conference & Expo in San Jose, download the 2023 schedule via the buttons below.

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Sunday, April 2

12:30 PM – 7:00 PM
Registration

Hall 1 Foyer
2:00 PM – 3:00 PM
Information Security Workgroup (Open to Members; Closed to Media)

Meeting Room 212AB
2:00 PM – 3:00 PM
Mortgage Technology Vendor Working Group (Open to Members; Closed to Media)

Grand Ballroom B
3:00 PM – 4:00 PM
CREF Technology Officers Roundtable (Open to Member Commercial/Multifamily Mortgage Banking Firms; Closed to Media)

Meeting Room 212C
3:15 PM – 4:15 PM
Residential Technology “Restech” Forum (Open to MBA Members; Closed to Media)

Grand Ballroom B
4:30 PM – 5:30 PM
SPECIAL SESSION: Executive Perspectives on Technology and Innovation

Grand Ballroom A

  • Sandra Madigan
  • Nima Ghamsari
  • Jai Oberoi
  • Matthew G. Rocco, Sr.
5:30 PM – 7:00 PM
Opening Reception in THE INNOVATION HUB: Wine Country Welcome

Hall 1

Monday, April 3

7:30 AM – 5:00 PM
Registration

Hall 1 Foyer
8:00 AM – 5:00 PM
Member Engagement Suite

Meeting Room 211A
8:00 AM – 8:30 AM
Continental Breakfast

Grand Ballroom A Foyer
8:30 AM – 10:00 AM
Opening General Session: Managing Technology and Business Model Innovation in the Age of Intelligent Machines

Grand Ballroom A

  • Laura Escobar
  • Sebastian Joll
  • Manoj Saxena
10:00 AM – 5:00 PM
THE INNOVATION HUB is Open

Hall 1
10:00 AM – 10:30 AM
Refreshment Break in THE INNOVATION HUB

Hall 1
10:00 AM – 10:30 AM
THE MEETING SPOT: Q&A on AI with Manoj Saxena

THE INNOVATION HUB, Hall 1

  • Nima Ghamsari
  • Manoj Saxena
10:30 AM – 11:30 AM
CREFtech TRACK: CREFtech – How Technology Fits in the $4 Trillion CREF Market

Executive Ballroom DH

  • Jamie R. Woodwell
  • Jerry Lam
  • Aaron Perlis
10:30 AM – 11:30 AM
CYBERSECURITY & PRIVACY TRACK: Cybersecurity 2023: What's Happening Now

Executive Ballroom BF

  • JT Gaietto
  • Evan Bredahl
  • Arnel Manalo
10:30 AM – 11:30 AM
TECH SHOWCASE I

Grand Ballroom A

  • Julian D. Hebron
11:45 AM – 12:30 PM
CREFtech TRACK: Learning from Amazon’s Culture of Innovation and the Latest Trends on Key CREFtech Infrastructure

Executive Ballroom DH

  • Felipe Millon
11:45 AM – 12:30 PM
CYBERSECURITY & PRIVACY TRACK: Security Incident Case Study - What to Do When It Happens to You

Executive Ballroom BF

  • Sofia Kokolis
  • Freddy Feliz
11:45 AM – 12:30 PM
TECH SHOWCASE II

Grand Ballroom A

  • Julian D. Hebron
12:30 PM – 1:30 PM
Lunch in THE INNOVATION HUB

Hall 1
12:45 PM – 1:15 PM
Meeting Spot: From Legacy to Cloud-Powered Mortgages: Freedom's Journey to Leveraging AWS

  • Sachin Tandon
  • Tom Clerici
1:30 PM – 2:30 PM
CREFtech TRACK: Keys to Successful Integration – Both Internal and External

Executive Ballroom DH

  • Deep Sheri
  • Bob Wright, CMB, CCMS
1:30 PM – 2:30 PM
DIGITALIZATION TRACK: Identity in the Digital Age

Executive Ballroom CG

  • Eddie Oddo
  • Mindy Stephens
1:30 PM – 2:30 PM
EMERGING & INNOVATIVE TECHNOLOGIES TRACK: Leveraging Data Science and Alternative Data to Increase Access to Homeownership

Executive Ballroom AE

  • Peter Carroll
  • Steve Holden
  • Brian K. Stucky
1:30 PM – 2:30 PM
TECHNOLOGY & COST SAVINGS PRACTICES: Transforming Technology Operations Through Data

Executive Ballroom BF

  • Tom Clerici
  • Morris Goldstein, PhD
2:30 PM – 3:00 PM
Refreshment Break in THE INNOVATION HUB

Hall 1
3:00 PM – 4:00 PM
CREFtech TRACK: CREFtech Match Making

Executive Ballroom DH

  • Tal Almog
  • Benjamin Beggs
  • Joe Budelli
  • Stuart Carrington
  • Parag Goswami
  • Bob Wright, CMB, CCMS
3:00 PM – 4:00 PM
DIGITALIZATION TRACK: Going Digital – Savings Opportunities

Executive Ballroom CG

  • Whitney Vogt
  • James Cassinelli
  • Jamie Mottern
3:00 PM – 4:00 PM
EMERGING & INNOVATIVE TECHNOLOGIES TRACK: Artificial Intelligence – A Study of Adoption in the Mortgage Industry

Executive Ballroom AE

  • Michael Neal
3:00 PM – 4:00 PM
TECHNOLOGY & COST SAVINGS PRACTICES TRACK: Making the Most of Your Agile Development Process

Executive Ballroom BF

  • Sundeep Mathur
  • Jason Ahl
  • Michelle Clark
4:00 PM – 5:00 PM
Silicon Valley Social in THE INNOVATION HUB

Hall 1

Tuesday, April 4

8:00 AM – 5:00 PM
Member Engagement Suite

Meeting Room 211A
8:00 AM – 8:30 AM
Continental Breakfast

Grand Ballroom A Foyer
8:30 AM – 4:30 PM
Registration

Hall 1 Foyer
8:30 AM – 9:15 AM
General Session: Mortgage Market and Technology Outlook

Grand Ballroom A

  • Mike Fratantoni, PhD
  • Jenny Masoud
9:15 AM – 10:00 AM
General Session: Wall Street’s View of Mortgage Technology

Grand Ballroom A

  • Mike Fratantoni, PhD
  • Bose George
  • Micah Jindal
  • Ryan Tomasello
10:00 AM – 3:30 PM
THE INNOVATION HUB is Open

Hall 1
10:00 AM – 10:30 AM
Refreshment Break IN THE INNOVATION HUB

Hall 1
10:00 AM – 10:30 AM
THE MEETING SPOT: Market Outlook Q&A

THE INNOVATION HUB, Hall 1

  • Falen Taylor
  • Mike Fratantoni, PhD
  • Jenny Masoud
10:30 AM – 11:30 AM
CREFtech TRACK: Leveraging Technology to Meet a Cyclical Industry

Executive Ballroom DH

  • Jamie R. Woodwell
  • Heather Anderson
  • Howard Leiner
10:30 AM – 11:30 AM
CYBERSECURITY & PRIVACY TRACK: Today’s Regulatory Environment for Security & Privacy

Executive Ballroom BF

  • Gabriel Acosta
  • Sanford (Sandy) P. Shatz
  • David Shirk, CMCP
10:30 AM – 11:30 AM
TECH SHOWCASE III

Grand Ballroom A

  • Julian D. Hebron
11:30 AM – 12:30 PM
TECH SHOWCASE IV

Grand Ballroom A

  • Julian D. Hebron
11:45 AM – 12:30 PM
CREFtech TRACK: Negotiating Contracts 201

Executive Ballroom DH

  • Steve Bovenzi
  • Joe Budelli
11:45 AM – 12:30 PM
CYBERSECURITY & PRIVACY TRACK: Effective Lead Generation in a Changing Privacy Environment

Executive Ballroom BF

  • Heidi Russell
  • Christos Bettios
  • Dawn Dlouhy
12:30 PM – 2:00 PM
mPower Lunch: A Conversation with Nina Tassler: What I Told My Daughter

Grand Ballroom C

  • Dawn Williams, AMP
  • Laura Escobar
  • Nina Tassler
12:30 PM – 1:30 PM
Lunch in THE INNOVATION HUB

Hall 1
2:00 PM – 3:00 PM
CREFtech TRACK: CREFtech Data Flow

Executive Ballroom DH

  • Bryan Doyle
  • Brian K. Hunt
  • Kent Waltman
2:00 PM – 3:00 PM
DIGITALIZATION TRACK: Borrower Verification – Direct Source Data

Executive Ballroom CG

  • David Coleman, Jr.
  • Christos Bettios
  • Brian Geary
  • Anne Marie Pippin, AMP
2:00 PM – 3:00 PM
EMERGING & INNOVATIVE TECHNOLOGIES TRACK: Innovation at the Federal Housing Agencies

Executive Ballroom AE

  • Prabhakar Bhogaraju, CMB
  • John E Bell, III
  • Barbara Cooper-Jones
  • Dean Daetwyler, PMP
2:00 PM – 3:00 PM
TECHNOLOGY & COST SAVINGS PRACTICES TRACK: A “How To” on Increasing Volume in a Declining Market

Executive Ballroom BF

  • Lisa Springer
  • Brad Cardwell
  • Dan Catinella
  • Robert Noble
3:00 PM – 3:30 PM
Refreshment Break in THE INNOVATION HUB

Hall 1
3:30 PM – 4:30 PM
CREFtech TRACK: CREFtech Match Making

Executive Ballroom DH

  • Tal Almog
  • Joe Budelli
  • Stuart Carrington
  • Parag Goswami
  • Bob Wright, CMB, CCMS
3:30 PM – 4:30 PM
DIGITALIZATION TRACK: Start Your Engines in Digital

Executive Ballroom CG

  • Tim Renner
  • Brian Pannell
  • Raj Penugonda, AMP
  • Jennifer Solis
  • Kevin Wilzbach
3:30 PM – 4:30 PM
EMERGING & INNOVATIVE TECHNOLOGIES TRACK: Tech Predictions – Cutting Edge Ideas of the Future

Executive Ballroom AE

  • Teresa Blake
  • Brett McCracken
  • Jai Oberoi
  • Jason Pratt
3:30 PM – 4:30 PM
TECHNOLOGY & COST SAVINGS PRACTICES TRACK: The Great Customer Debate: Who Comes First, the Borrower or the Originator?

Executive Ballroom BF

  • Lori A. Brewer
  • Michele Buschman
  • Brad Cardwell

Wednesday, April 5

7:30 AM – 11:00 AM
Registration

Hall 1 Foyer
8:00 AM – 8:30 AM
Continental Breakfast

Executive Ballroom Foyer
8:30 AM – 9:30 AM
CREFtech TRACK: Hear from Peers (Closed to Media)

Executive Ballroom DH

  • Jamie R. Woodwell
8:30 AM – 9:30 AM
SINGLE FAMILY TRACK: Credit Scores – What the FHFA Announcement Means for the Mortgage Ecosystem (Closed to Media)

Executive Ballroom AE

  • Janis Davis
  • Rick Hill
9:30 AM – 9:45 AM
Refreshment Break

Executive Ballroom Foyer
9:45 AM – 11:00 AM
Closing Super Session: Artificial Intelligence Roundtable (Closed to Media)

Executive Ballroom AE

  • Parag Goswami
  • Michael Neal
  • Michael Nouguier
  • Brian K. Stucky

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