BREAKOUT SESSION: Managing Increasing Compliance Requirements

Senior Vice President & Director, Asset Management Agency, BWE

Sally joined Bellwether in February 2018 to fill a newly created position as SVP / Director - Asset Management for Agency loans. Sally oversees 25 Asset Managers for Agency $21 billion portfolio. Prior to her position at Bellwether, Sally spent 25 years at Forest City Realty Trust where she was head of the debt management team that provided the data analytics and internal / external reporting for the Company’s real estate $10 billion debt portfolio.

Partner, K&L Gates, LLP

Stacy G. Ackermann is a finance partner in the firm’s Charlotte office and is a practice area leader for the firm’s global finance practice. Her work includes the representation of servicers, lenders, investors, and other market participants in all aspects of various financial and credit market transactions. Stacy has extensive experience representing servicers of commercial mortgage-backed securities, including securitizations, the purchase and sale of servicing rights and loan workout and restructurings. She also regularly represents servicers and lenders in all other aspects of loan-level asset management, including loan assumptions, leasing matters and defeasances.

Executive Director - Head of FHA Asset Management, Wells Fargo Bank, N.A.

Michael is the Executive Director, Head of FHA Asset Management for Wells Fargo – Multifamily Capital. In this role he oversees asset management and servicing for construction and permanent FHA-insured loans in Wells Fargo’s portfolio, including Multifamily, Residential Care Facilities, and Hospitals. Previously, he was the Director of HUD's Multifamily Asset & Counterparty Oversight Division. In this role he was responsible for oversight of the MAP lending program, policy, and compliance activities for over 30,000 properties both insured and assisted, along with enforcement for non-compliance. Prior to that, Michael was Vice President at Bank of America and Management Analyst at HUD. He has a B.A. from UC-Davis and a Juris Doctorate degree from Georgetown.

VP, Operations Manager Senior, PNC Real Estate

Victoria Kratzberg is a Vice President and Senior Operations Manager within Midland Loan Services' Real Estate Solutions group. In this role, she manages the team responsible for covenant monitoring, and completing lockbox activations and deactivations. Victoria has a wide breadth of knowledge in the commercial real estate servicing industry from experiences in several loan servicing and cash management roles. Victoria graduated magna cume laude from Emporia State University with a BSB – Accounting. She is a member of CREFC’s Servicer Forum and serves as president of Midland’s Women Connect EBRG chapter. A recent participant in the MBA’s 2023 Future Leaders Program, Victoria is actively pursuing her CCMS designation from the Mortgage Bankers Association.

Vice President & Director of Asset Management (CAM), CPC Mortgage Company

As the head of The Community Preservation Corp (“CPC”) Asset Management function, Ms. Morrison leverages her nearly twenty years of real estate experience to oversee the fiscal and physical health multi-billion dollar portfolio. In her time at CPC, Ms. Morrison has been instrumental in standing up a pandemic response team, creating a portfolio surveillance function within the Asset Management Group, managing diverse, evolving investor requirements, and contributing to cross-departmental efficiency improvements. Prior to joining CPC, Ms. Morrison held leadership and support roles at Fannie Mae, Freddie Mac, and Wells Fargo in both the multi- and single-family spaces. She holds B.A. in Business Management from Phoenix University and an M.S. in Real Estate from Georgetown University.