GENERAL SESSION: How to AI Upskill Your Team
For leaders responsible for guiding their teams through change, this session offers a practical roadmap to build AI readiness across your organization. Perfect for executives, department heads, and managers who may not have a technical background, it focuses on how to identify skill gaps, introduce hands-on learning, and foster AI adoption in origination, servicing, compliance, marketing, or operations. Walk away with strategies to keep your team ahead of AI disruption and ready for the future. Sponsored by Solidifi.
Speakers
Welcome
Brian Vieaux serves as President of MISMO (Mortgage Industry Standards Maintenance Organization), where he leads the organization’s mission to drive efficiency, transparency, and interoperability across the real estate finance ecosystem. In this role, he focuses on expanding industry awareness of MISMO’s critical value, ensuring every participant, from lenders and servicers to technology providers and investors, benefits from trusted data standards and a more seamless digital mortgage experience. A Certified Mortgage Banker (CMB) since 2005, Brian brings more than 30 years of executive experience spanning mortgage origination, fintech innovation, and channel development. Prior to joining MISMO, he served as President and Chief Operating Officer of FinLocker, a financial fitness and homeownership readiness platform that empowers lenders and loan officers to engage consumers earlier in their homebuying journey through data-driven insights. Before FinLocker, he was Senior Vice President of Third-Party Origination (TPO) Lending at Flagstar Bank, where he led national account strategy, wholesale and correspondent lending, and strategic partnerships. Brian is also the co-author of Rethink Everything: You Know About Being a Next Gen Loan Officer, a book that challenges industry professionals to modernize how they educate, engage, and empower today’s homebuyers. His leadership is marked by a “Point of Thought, not just Point of Sale” philosophy, emphasizing education, empowerment, and responsible innovation as the foundation of sustainable homeownership. An active contributor to the mortgage and fintech communities, Brian serves on the Board of Directors for the Michigan Mortgage Lenders Association (MMLA) and DBG Detroit, an after-school education and mentorship program. He also hosts several industry podcasts and authors thought leadership content focused on technology adoption, consumer-permissioned data, and the future of lending.
Introductions
Charlie Johnson joined Solidifi in 2012 and has more than 20 years of industry experience which spans across retail originations, technology and mortgage services. He is accountable for leading Solidifi’s Title & Closing and Valuations sales team. Charlie holds a Certified Mortgage Banker designation from MBA, is an active Vice Chair for the Mortgage Action Alliance and serves on the MORPAC steering committee.
Speakers
Chief Operating Officer and cofounder of PhoenixTeam, Tela G. Mathias has 25 years of experience solving problems in mortgage with technology. Mathias is a generative artificial intelligence (genAI) builder, specializing in using genAI to take the mortgage industry beyond the operator facing “knowledgebot”. She is a professional speaker and mortgage genAI thought leader. Mathias has deployed multiple genAI solutions to production and serves as the Chief Executive Officer and Chief Technology Officer of Phoenix Burst – a genAI powered platform for exploring and delivering enterprise solutions that are integrated across people, process, and technology.
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