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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., MBA, CISSP, 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