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Venue

Westin Galleria Dallas
13340 Dallas Parkway
Dallas, TX 75240
Tel: 1-888-627-8536

Interested in Sponsoring?

Network and meet with CEOs, COOs and senior executives in mortgage servicing. For a customized package, please contact Adam Dadich at (212) 803-6089. Learn more.

Conference Agenda

Monday, April 22, 2013

12:00 p.m. -
Registration Opens
1:00 p.m. - 3:00 p.m.
Closed Door - Connect & Collaborate
Rick Grant, Founder and Principal, RGA
2:00 p.m. - 4:00 p.m.
Pre-Conference Workshop: Complying with Existing Requirements and Planning for Implementation of CFPB Regulations for Mortgage Servicing
Catherine Brown, Managing Director, TRELIANT RISK ADVISORS
James M. Milano, Partner, WEINER BRODSKY SIDMAN KIDER PC
4:30 p.m. -
Transition to “Normal”?
Richard Koss, Director of Economics, FANNIE MAE
5:30 p.m. - 7:00 p.m.
Opening Night Reception

Tuesday, April 23, 2013

Click on any of the track details below to view a detailed explanation
Compliance/Regulation Operations/Strategy
Track: Compliance/Regulation View Track Break
7:45 a.m. -
Registration & Breakfast
8:20 a.m. -
Chair's Opening Remarks
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
8:30 a.m. -
Knowing You’re in Compliance by Getting in Front of Servicing Standards
Paul T. Wible, Senior Executive Vice President, National Finance Group, BANK OF THE WEST
9:00 a.m. -
2013: A Mortgage Industry in Transition
Moderator: William M. LeRoy, Founder & Principal, PHOENIX CONSULTING
Megan Johnson, Counsel, Default Advisory and In Rem Litigation, HOMEWARD RESIDENTIAL
Michael Keaton, SVP, Servicing Operations, RESURGENT
Carline Mildor, AVP Attorney Oversight, Vendor Procurement and Governance, NATIONSTAR MORTGAGE
Dennis Stowe, President and CEO, RESIDENTIAL CREDIT SOLUTIONS, INC.
10:00 a.m. -
Networking Break
10:30 a.m. -
Aligning Customer Service and Communications Best Practices with CFPB Guidelines - a Win.Win for Mortgage Servicers
Craig Martin, Director, J.D. POWER AND ASSOCIATES
11:00 a.m. -
Compliance for Non-compliance Professionals - How to Bridge the Gap between Compliance and Operations in Reality
Bob Emerling, Vice President, Reverse Mortgage Operations, SILVERGATE BANK
Michelle Leigh, Group VP, Consumer Banking Regulatory Compliance and Quality Control, SUNTRUST BANK
12:00 p.m. -
Update from the CFPB
Christopher Haspel, Senior Advisor, Servicing and Securitization, CONSUMER FINANCIAL PROTECTION BUREAU
12:30 p.m. -
Lunch
12:30 p.m. - 2:00 p.m.
Industry Innovation Session Luncheon: Mortgage Analytics - Get the whole story from your data with information optimization
Mike Sloger, Director of Analytic Services, DATAWATCH CORPORATION

Sponsored by:

12:30 p.m. - 2:00 p.m.
Industry Innovation Session Luncheon: Trends in Consumer Class Actions
Kalama M. Lui-Kwan, Member, SEVERSON & WERSON

Sponsored by:

2:00 p.m. -
Track: Compliance/Regulation View Track CFPB Mortgage Servicing Rules
Antonio Chimienti, Esq., SVP, Compliance, BAYVIEW LOAN SERVICING, LLC
Nanci Weissgold, Partner, K&L GATES
2:00 p.m. -
Track: Operations/Strategy View Track Steps to Disaster Preparedness for Servicers - Lessons Learned from Super Storm Sandy
Traci Luckhaupt, Vice President of Loss Mitigation, FIFTH THIRD BANK
2:45 p.m. -
Track: Compliance/Regulation View Track Top Ten Things the Business Needs to Know About Preparing for a CFPB Exam
Matthew Ondus, Director, PROMONTORY
Anne Sutherland, General Counsel and Chief Compliance Officer, BENCHMARK
Ann Thompson, Senior Analyst, Office of Supervision Policy, CFPB
Michael Waldron, Partner, BALLARD SPAHR
2:45 p.m. -
Track: Operations/Strategy View Track Transparency and the New Normal: Data Governance
Joe Dombrowski, Director of Product Manager & Chief Mortgage Strategist, Lending Solutions, FISERV
Lori Halfacre, Director, Enterprise Architecture, FISERV
3:30 p.m. -
Track: Compliance/Regulation View Track Roundtable Breakouts
3:30 p.m. -
Track: Operations/Strategy View Track Roundtable Breakouts
4:00 p.m. -
Track: Operations/Strategy View Track Networking Break
4:30 p.m. -
Track: Operations/Strategy View Track Pressure Points: Managing Transitions in Property Preservation from the Top Down
Moderator: Kellie Chambers, Assistant Vice President of Property Preservation, SAFEGUARD PROPERTIES
Jodi Gaines, CEO, CLAIMS RECOVERY FINANCIAL SERVICES
4:30 p.m. -
Track: Compliance/Regulation View Track Servicer Surveillance and Vendor Risk Management - Structuring Successful Models with your Providers
Moderator: Paul Nagai, Executive Director, ERNST & YOUNG
Creighton Oswald, EVP, Director Mortgage Loan Servicing, BBVA COMPASS
Brian O'Dell, Partner, BRADLEY ARANT BOULT CUMMINGS
Additional Panelists To Be Announced
5:15p.m. -
Track: Operations/Strategy View Track Implementing Credit Education Strategies to Maximize Borrower Engagement and Loan Performance
Ed Fay, Founder and Chief Executive Officer, FAY SERVICING
Sarah F. Davies, SVP, Analytics, Product Management and Research, VANTAGESCORE SOLUTIONS, LLC
Terrence J. Glomski, Managing Director, NEUBERGER BERMAN
Robert Kimble, Senior Director, Servicing Policy and Quality Assurance, FREDDIE MAC
6:00 p.m. -
Reception

Wednesday, April 24, 2013

Click on any of the track details below to view a detailed explanation
Compliance/Regulation Operations/Strategy
8:05 a.m. -
Chairman's Recap
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
8:15 a.m. -
Market Trends for Short Sales and REO
Matt Heidenreiter, Senior Director, Outsourcing Solutions, CORELOGIC
8:45 a.m. -
Networking Break/Breakfast in Exhibit Hall
9:15 a.m. -
Trends and Outlook from Foreclosure Prevention to REO
Moderator: Joanne Gaskin, Senior Director, Scores and Analytics, FICO
John Cottrell, Vice President, RETREAT CAPITAL MANAGEMENT, INC.
Wes G. Iseley, Senior Managing Director, CARRINGTON INVESTMENT SERVICES LLC
Robert Kimble, Senior Director, Servicing Policy and Quality Assurance, FREDDIE MAC
Cody Trobaugh, Short Sale Director, WINGSPAN PORTFOLIO ADVISORS
Randy Wussler, Vice President of Product Development and Marketing, DATAQUICK
10:15 a.m. -
Paper Overload: Strategies and Technologies to Deal with Manual Processes
Kathleen Niswander, Senior Consultant, CORNERSTONE ADVISORS, INC.
Michelle Harbinak Shapiro, Financial Services Industry Manager, HYLAND SOFTWARE
11:00 a.m. -
Conference Concludes