Download Brochure

Venue

Take in a game while in Florida
Dolphins vs. Chargers on Sunday, 11/17 at 4:05 p.m. learn more>>



Harbor Beach Marriott
Resort & Spa

3030 Holiday Drive
Fort Lauderdale, FL 33316
Tel: (800) 222-6543

Monday, November 18, 2013

11:00 a.m. -
3:25 p.m. - 3:30 p.m.
Chairman's Welcome
Mark Fogarty, Editor at Large, NATIONAL MORTGAGE NEWS
3:30 p.m. - 4:15 p.m.
Opening Keynote
Jeremy V. Gross, Chief Technology Officer, GUARANTEED RATE, INC.
4:15 p.m. - 5:15 p.m.
Leveraging Technology to Source, Price and Manage Leads More Effectively
Don Kracl, Vice President, ZILLOW MORTGAGE TOOLS
Erin Lantz, Director, ZILLOW MORTGAGE MARKETPLACE
5:15 p.m. - 7:00 p.m.

Tuesday, November 19, 2013

Click on any of the track details below to view a detailed explanation
7:45 a.m. -
8:15 a.m. -
Chair's Remarks
Mark Fogarty, Editor at Large, NATIONAL MORTGAGE NEWS
8:30 a.m. - 9:15 a.m.
Join the CTPB, the Consumer Technology Perfection Bureau
Garth Graham, Marketing Strategy, STRATMOR
9:15 a.m. - 10:15 a.m.
Face-off: Battle of the Doc Prep Providers
Moderator: Austin Kilgore, Managing Editor, NATIONAL MORTGAGE NEWS
Panelists: Tim Anderson, Director, eServices, DOCMAGIC INC.
Roger Gudobba, Chief Strategy Officer, COMPLIANCE SYSTEMS, INC.
Jonathan Kunkle, President, GUARDIANDOCS, A DIVISION OF LENDERLIVE NETWORK, INC.
Jim Rosen, Vice President of Operations, Finale Document Services, ACCENTURE MORTGAGE CADENCE
10:15 a.m. - 10:45 a.m.
Networking Break

Sponsored by:
Infinite

10:45 a.m. - 11:45 a.m.
Gearing Up for January 2014 – Technology, Vendor Due Diligence and Beyond Regulatory Review
Moderator: Phil Huff, Chief Executive Officer, PLATINUM DATA SOLUTIONS
Deana Elkins, VP, Compliance Solutions, ISGN
Stephen Hanson, Senior Mortgage Regulatory Counsel, EVERBANK
Pam Perdue, Chief Compliance Strategist, CONTINUITY CONTROL
11:45 a.m. - 12:30 p.m.
Case Study: Lessons Learned and Challenges Implementing a Compliant LOS
Jeremy Potter, Chief Compliance Attorney, NORCOM MORTGAGE
Samuel Lerner, Senior IT Analyst, NORCOM MORTGAGE
12:30 p.m. - 1:30 p.m.
Industry Innovation Lunch: The 4 Pillars of Mortgage Automation
Chris Edgington, Industry Solutions Manager, KOFAX

Sponsored by:

12:30 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
Track: Track A View Track Mobile Enterprise Risk Management ... Avoid the Pitfalls of BYOD
Amy Mushahwar, Privacy and Data Security Group, BALLARD SPAHR
John Britton, Director, Office of the CTO, GOOD TECHNOLOGY
2:00 p.m. - 2:45 p.m.
Track: Track B - Online Lending View Track Online Mortgage Lending 101
Keith Luedeman, CEO & Founder, GOODMORTGAGE.COM
Kevin Quinn, SVP, Retail Lending, FIRST INTERNET BANK
2:45 p.m. - 3:30 p.m.
Track: Track A View Track Mortgage Servicing Rules - How to Achieve Sustainable Compliance with Technology
Moderator: Dan Mugge, Vice President, Technology Solutions. Asset Management & Processing Solutions, CORELOGIC
2:45 p.m. - 3:30 p.m.
Track: Track B - Online Lending View Track Data & Discipline: Your Competitive Advantage in the Online Mortgage Market
Kelly Booth, Mortgage Division Director, VELOCIFY INC.
Kesna Lawrence, Senior Vice President, Client Strategy, DATAMYX
Jessica Manna, VP & Chief Marketing Officer, RESIDENTIAL FINANCE
3:30 p.m. - 4:00 p.m.
Networking Break

Sponsored by:
Infinite

4:00 p.m. - 4:45 p.m.
Track: Track A View Track Computer-Aided Appraising – How Analytics is Transforming Appraisals
Jeff Bradford, Founder and CEO, BRADFORD TECHNOLOGIES
Vicky Thompson, President/CEO, VALUATION MANAGEMENT GROUP, LLC
4:00 p.m. - 4:45 p.m.
Track: Track B - Online Lending View Track Advanced Compliance and Efficiency Using eMortgage Technology
Moderator: Harry Gardner, President, SIGNIADOCS
Paul Anselmo, Chief Executive Officer, MRN CUBED
Amy Brandt, Chief Operating Officer, PROSPECT MORTGAGE
Mark Rogers, EVP and Chief Administrative Officer, RESIDENTIAL CREDIT SOLUTIONS
4:45 p.m. - 5:30 p.m.
Track: Track A View Track IT Change Management and Compliance: Finding Balance in a Rapidly Changing World
David Walton, VP Strategic Technology, Lending Solutions, FISERV
4:45 p.m. - 5:30 p.m.
Track: Track B - Online Lending View Track Emerging Technology and the Future of Online Lending
Moderator: Austin Kilgore, Managing Editor, NATIONAL MORTGAGE NEWS
Dan Jones, VP, Technology, CHURCHILL MORTGAGE CORPORATION
Jeff Knott, AVP, EQUIFAX VERIFICATION SERVICES
Keith Luedeman, CEO & Founder, GOODMORTGAGE.COM
Randy Schmidt, President, DATA-VISION, INC.
5:30 p.m. - 6:30 p.m.

Wednesday, November 20, 2013

Click on any of the track details below to view a detailed explanation
8:15 a.m. -
Chairman's Recap
Mark Fogarty, Editor at Large, NATIONAL MORTGAGE NEWS
8:30 a.m. -
9:30 a.m. -
10:00 a.m. - 10:30 a.m.
CFPB Update
Ren Essene, Senior Policy Analyst, Team Lead, Mortgage Data Assets, CONSUMER FINANCIAL PROTECTION BUREAU
10:30 a.m. - 11:30 a.m.
Best-of-Breed Compliance Management Systems: How to survive and thrive in a Post Dodd-Frank Market
Moderator: Jeff Brunell, Managing Director, Surveillance and Oversight Services, RR DONNELLEY GLOBAL REAL ESTATE SERVICES
Denis Brosnan, Principal Consultant, YELLOWPARK GARDEN
Antonio Chimienti, Esq., SVP, Compliance, BAYVIEW LOAN SERVICING, LLC
Randy Clark, VP, Client Services, MASTERSERV FINANCIAL
Victor F. O'Laughlen, Sr., Consultant, O’LAUGHLEN & ASSOCIATES, LLC
11:30 a.m. -