Join us on

Download Brochure

Venue

Trump International
Beach Resort
18001 Collins Avenue
Sunny Isles Beach, FL 33160
Tel: (888) 851-9423

Conference Agenda

Wednesday, November 28, 2012

11:00 a.m. -
Registration Opens
1:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: The CIOs Guide to the Tech Impact of CFPB Regulations - Operational and Technology Challenges of the Ability to Repay and Qualified Mortgage Rule
Edward J. Keck Jr., Director and Senior Technology Officer, TRELIANT RISK ADVISORS
Mike Lane, Vice President & Director of Mortgage Administration, FIFTH THIRD MORTGAGE COMPANY
James M. Milano, Partner, WEINER BRODSKY SIDMAN KIDER PC
3:25 p.m. -
Chair's Welcome
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
3:30 p.m. -
The “In” Crowd - Innovation, Integration and Information
Steve Yaninek, Senior Vice President and Director of Marketing, Product, Customer Experience and Consumer Direct Sales, FIFTH THIRD MORTGAGE COMPANY
4:15 p.m. -
Tech Savvy Executives – Putting Technology to Use to Increase Revenue and Decrease Expenses
Christine Clifford, President and Principal, ACCESS MORTGAGE RESEARCH & CONSULTING, INC.
Phil DeFronzo, Founder and CEO, NORCOM MORTGAGE
Rick Roque, Sr.VP/Board Member, PRIMESOURCE MORTGAGE
Additional Panelists To Be Announced
5:15 p.m. - 7:00 p.m.
Opening Reception in the Exhibit Hall

Thursday, November 29, 2012

Click on any of the track details below to view a detailed explanation
Track A Track B
8:00 a.m. -
Breakfast
8:45 a.m. -
Chairman's Opening Remarks
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
8:50 a.m. -
Opening Keynote
Ren Essene, Senior Policy Analyst, CONSUMER FINANCIAL PROTECTION BUREAU
9:30 a.m. -
Face-Off: Battle of the Compliance Providers
Moderator: Tim Anderson, Director eServices, DOCMAGIC INC.
Panelists: Fredric J. Gooch, General Counsel – VP Compliance, DOCUTECH CORPORATION
Edward Kramer, EVP of Regulatory Affairs, WOLTERS KLUWER FINANCIAL SERVICES
Laurie Spira, Chief Compliance Officer, DOCMAGIC, INC.
John Vong, CMB, CMT, Co-Founder and President, COMPLIANCE EASE
10:30 a.m. -
Networking Break
11:00 a.m. -
Rethinking Your Business for the Next Generation of Buyers
Erin Lantz, Director, Mortgage Business, ZILLOW
11:45 a.m. -
Buzz-worthy Tech Trends and the Landscape for 2013
Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY
Panelists: Garth Graham, Marketing Strategy, STRATMOR
Rick Grant, Founder and Principal, RGA
Patrick Hartford, CMT – Vice President, Emerging Technology, QUICKEN LOANS
Gabe Minton, Senior Vice President, Information Services, SERVICELINK, FNF’S NATIONAL LENDER PLATFORM
12:30 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: An Easier Path to Loan Quality
Lesley Hackett, Strategic Account Manager, ELLIE MAE, INC.

Sponsored by:

12:30 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: Unleash the Power - Database-driven CRM technology will ignite your marketing ROI
Jim Blatt, President & CEO, MORTGAGE RETURNS

Sponsored by:

12:30 p.m. -
Lunch
1:30 p.m. -
Track: Track A View Track Technology Considerations for a Servicing Retained Option
Moderator: Wil Armstrong, CEO, BLUEBERRY SYSTEMS, LLC
Jordan Brown, Founding Principal and Chief Executive Officer, MARKETWISE ADVISORS
Tom Healy, CEO, LEVEL1ANALYTICS, LLC
Dan Jones, VP, Technology, CHURCHILL MORTGAGE CORPORATION
1:30 p.m. -
Track: Track B View Track Going Paperless (in the Real World): Your Business, Your Processes, Your Questions
Jim Connell, Chief Information Officer, SIERRA PACIFIC MORTGAGE
Ken Marlin, Vice President, Business Development, XEROX MORTGAGE SERVICES
2:15 p.m. -
Track: Track A View Track Enhancing Quality Control with New Analytics and Key Initiatives
Moderator: Lisa Binkley, Senior Vice President, PLATINUM DATA SOLUTIONS
Andy Crisenbery, SVP, Business Operations, ELYNX
Brian Fitzpatrick, CEO, AKLERO RISK ANALYTICS
Melissa Koupal, Vice President of Loan Integrity, LOANDEPOT.COM
2:15 p.m. -
Track: Track B View Track IT and Legal Best Practices for E-Signatures in Mortgage Lending
Michael Laurie, VP Strategic Development, SILANIS TECHNOLOGY
R. David Whitaker, Counsel, BUCKLEYSANDLER LLP
3:00 p.m. -
Networking Break
3:30 p.m. -
Track: Track A View Track Risk Management of Third Party Vendors through the Technology Lens
Moderator: Andrew Pennacchia, Associate, BUCKLEYSANDLER LLP
Ann Fulmer, VP, Business Relations, INTERTHINX
Stephen Hanson, Vice President & Senior Mortgage Regulatory Counsel, EVERBANK
3:30 p.m. -
Track: Track B View Track Technology Showcase
4:15 p.m. -
Track: Track A View Track Taking the Pulse of E-Note Activity
Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY
Katie Paolangeli, MERS Business Integration Director, MERSCORP HOLDINGS, INC
Paul Walby, Business Analyst, Wholesale Lending, FLAGSTAR BANK
5:00 p.m. - 6:30 p.m.
Networking Reception

Friday, November 30, 2012

Click on any of the track details below to view a detailed explanation
Track A Track B
8:15 a.m. -
Chairman's Recap
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
8:30 a.m. -
Mobile Originations in a Tablet World
Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY
Panelists: Iavor Boyanov, COO, LENDER MOBILE
Binh Dang, President, LENDINGQB
Rob Jannotte, EVP, Product Management, MORTGAGE CADENCE, LLC
Jonas Moe, Vice President, Product Strategy, ELLIE MAE
9:30 AM -
Networking Break
10:00am -
Best Practices and Lessons Learned in Ellie Mae's IT Architecture and Infrastructure Transformation
Dave Robbins, Chief Information Officer, ELLIE MAE
10:45a.m. -
Big Data and Mortgages: Where We Are, Where We Need to Go
Speaker To Be Announced
11:30 a.m. -
Conference Concludes