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Venue

Omni Mandalay Hotel
at Las Colinas
221 East Las Colinas Boulevard
Dallas (Irving), Texas 75039
Tel: (972) 556-0800

Conference Agenda

Tuesday, April 17, 2012

11:00 AM -
Registration Opens

Registration Sponsored By:

1:00 PM - 2:30 PM
Closed Door - Connect & Collaborate
2:30 PM - 4:00 PM
Workshop I: REO Valuation - Luck or Skill?
Instructor: Ed Gerding, Senior Fraud Consultant, CORELOGIC
2:30 PM - 4:00 PM
Workshop II: Three Things You Need to Know About Dodd-Frank and the New CFPB
Timothy Burniston, Vice President and Senior Director, Risk & Compliance Consulting Practice, WOLTERS KLUWER FINANCIAL SERVICES
Jeanne Erickson, Senior and Lead Attorney for Residential Lending, WOLTERS KLUWER FINANCIAL SERVICES
Christina Speh, Director of Compliance Strategy and New Markets, Risk & Compliance Consulting Practice, WOLTERS KLUWER FINANCIAL SERVICES
4:30 PM -
Opening Keynote
Mark Fleming, Chief Economist, CORELOGIC
5:15 PM -
Treasury Update
Laurie Anne Maggiano, Director of Policy, Office of Homeownership Preservation, US DEPARTMENT OF TREASURY
6:00 PM - 7:30 PM
Opening Night Reception

Sponsored By:

Wednesday, April 18, 2012

Click on any of the track details below to view a detailed explanation
Defaulting Servicing, Foreclosure & REO Non-Default Servicing Trends
7:45 AM -
Registration & Continental Breakfast

Registration Sponsored By:

7:45 AM - 8:25 AM
Breakfast Briefing: Single Point of Contact Call Management - Making SPoC Work in the Real World
Barry Hays, Sr. Vice President, TELEVOICE

Sponsored by:

8:25 AM -
Chair’s Opening Remarks
Mark Fogarty, Editorial Director, NATIONAL MORTGAGE NEWS
8:30 AM -
Building a Better Mortgage Market
Moderator: Thomas Cronin, Managing Director, THE COLLINGWOOD GROUP
Panelist: John Britti, Executive Vice President, OCWEN
Panelist: Michael Chen-Young, VP, Strategic Analytics, FANNIE MAE
Panelist: Amar Patel, EVP of Portfolio Investments, NATIONSTAR MORTGAGE
Panelist: Austin Tilghman, President and CEO, UCM, INC.
9:30 AM -
Servicer Alignment Initiative Updates
Robert Kimble, Senior Director, Servicing Policy and Quality Assurance, FREDDIE MAC
Robert R. Padgett, Director, Credit Risk, Enterprise Risk Management, FANNIE MAE
10:15 AM -
Refreshment Break
10:45 AM -
Through the Looking Glass - Servicing Transparency and Oversight
Moderator: Scott Gillen, CMB, Sr. Vice President, Strategic Initiatives, STEWART LENDER SERVICES
Panelist: Michael D. Martin, Managing Director, ALVAREZ & MARSAL
Ty Miller, Vice President, Servicer Relationships and Performance Management, FREDDIE MAC
Panelist: Tom Tallent, Vice President, Mortgage and Records Services, COLONIAL SAVINGS
11:30AM -
Lender Placed Insurance -- New Enforcement and Litigation Challenges
Panelist: Andrew Sandler, Chairman and Executive Partner, BUCKLEYSANDLER LLP
Robert Kimble, Senior Director, Servicing Policy and Quality Assurance, FREDDIE MAC
12:15 PM -
Single Point of Contact in Mortgage Collections - Industry Market Drivers, Servicer Strategies and IT Solutions
Craig Focardi, Senior Research Director, Retail Banking & Cards, TOWERGROUP
12:45 PM -
Lunch
12:45 PM - 2:00 PM
Industry Innovation Session Lunch: Living the Lifecycle – Borrower Interaction Management Solutions From Origination to Mitigation
Chris Carlisle, Director, Mortgage Servicing Solutions, VAROLII CORPORATION

Sponsored by:

12:45 PM - 2:00 PM
Industry Innovation Session Lunch: Preventing REO & Short Sale Fraud at Point-Of-Sale
Moderator: Rodney Carey, CEO, WOODWARD ASSET CAPITAL

Sponsored by:

2:00 PM -
Track: Defaulting Servicing, Foreclosure & REO View Track How do you make short sales attractive (Hint: it isn’t by dropping the price)
Moderator: Rodney Carey, CEO, WOODWARD ASSET CAPITAL
Panelist: Kimberly Dawson, Short Sale Production Executive (West), BANK OF AMERICA
Panelist: Barbara Peterson, Vice President, Assistant Manager - Default Servicing, M&I, A PART OF BMO FINANCIAL GROUP
Panelist: Gagan Sharma, President & CEO, BSI FINANCIAL SERVICES
2:00 PM -
Track: Non-Default Servicing Trends View Track Retaining Servicing - the Opportunity is Now!
Bob Gundel, Senior Hedge Manager, COMPASS ANALYTICS
Tad Hensley, Director, Secondary Marketing, AMERIPRO FUNDING
2:45 PM -
Track: Defaulting Servicing, Foreclosure & REO View Track The Next Chapter for Strategic Defaults
John Straka, Ph.D., Senior Business Consultant, EXPERIAN’S DECISION ANALYTICS’ GLOBAL CONSULTING PRACTICE
Michael Zeltkevic, Partner and Head of the America’s Retail and Business Banking Practice, OLIVER WYMAN
2:45 PM -
Track: Non-Default Servicing Trends View Track Establishing a Productive, High Performing Team Starts with Your Frontline Managers
Moderator: Steve Stark, Director - U.S. Practice, BRIDGEFORCE
Panelist: Robert Box, Former Chief Operating Officer, ALLIANCE DATA
Panelist: Craig Keaney, Senior Vice President, Customer Care Executive, Mortgage Banking, JP MORGAN CHASE
Panelist: Carol Toren, Senior Director, Correspondent Lending, CITI
3:30 PM -
Refreshment Break
4:00 PM -
Track: Defaulting Servicing, Foreclosure & REO View Track Putting REO to Rental to the Test
Moderator: Jeff Freud, Founder and President, LOANMARKET.NET
Panelist: Dan Magder, Founder and Managing Director, ROCK CREEK CAPITAL GROUP
Panelist: Dennis Regan, co-founder and Principal, CLEARVUE MANAGEMENT INC.
Moderator: Rick Sharga, Executive Vice President, CARRINGTON MORTGAGE HOLDINGS, LLC
4:00 PM -
Track: Non-Default Servicing Trends View Track Leveraging Multiple Channels to Service the Connected Customer
Moderator: Austin Kilgore, Managing Editor, MORTGAGE TECHNOLOGY
Panelist: Rick Danos, Director, Product Management, CSG INTERNATIONAL
Panelist: Richard Volel, Vice President, Contact Management, AMERICAN HOME MORTGAGE SERVICING, INC.
4:45 PM -
Track: Non-Default Servicing Trends View Track Data Integrity - The Key to Compliance and Fraud Prevention
Moderator: Ruth Lee, EVP, TITAN LENDERS CORP
Panelist: Tommy Duncan, President, QUALITY MORTGAGE SERVICES
Panelist: Kimberly Ellison, Investigations Manager - Mortgage Fraud Program, FANNIE MAE
Ann Fulmer, VP, Business Relations, INTERTHINX
5:30 PM -
Networking Reception

Thursday, April 19, 2012

Click on any of the track details below to view a detailed explanation
Defaulting Servicing, Foreclosure & REO Non-Default Servicing Trends
7:45 AM -
Continental Breakfast
7:45 AM - 8:30 AM
Breakfast Briefing: The Peculiars, Particulars and Pains of Mortgage Searches and Recordation - It Can Be Better!
Ashley Reese, CT LIEN SOLUTIONS
Vicki DiPasquale, SIMPLIFILE

Sponsored by:

8:30 AM -
Carrington Mortgage's REO to Rental - Early Challenges, Early Success
Rick Sharga, Executive Vice President Communications, CARRINGTON MORTGAGE HOLDINGS, LLC
9:15 AM -
Communities Speak and the Industry Listens: Housing Recovery Opportunities and Local Responses
Moderator: Robert Klein, Chairman of the Board and Founder, SAFEGUARD PROPERTIES INC.
Panelist: Tom Lin, SVP, Community Programs Executive, BANK OF AMERICA
Panelist: Michael Merchant, Commissioner, CITY OF CHICAGO
Panelist: Alfred Pollard, Chief Legal Counsel, FHFA
Panelist: Jess Tirado, Vice President, REO Operations Manager, WELLS FARGO HOME MORTGAGE
10:15 AM -
Refreshment Break
10:30 AM -
The Housing Paradox - How Housing & Legislation is Shaping Our Economy & the Future of Loan Servicing
Moderator: William M. LeRoy, Founder & Principal, PHOENIX CONSULTING
Panelist: James J. Butera, Partner, JONES WALKER
Panelist: Bill Emmons, Assistant Vice President and Economist, Division of Banking Supervision and Regulation, FEDERAL RESERVE BANK OF ST. LOUIS
Panelist: Steven Horne, CEO and President, WINGSPAN PORTFOLIO ADVISORS, LLC
11:30 AM -
Making Mediation Work
Moderator: Cheryl L. Burm, Managing Attorney, WELTMAN, WEINBERG & REIS CO., LPA
Panelist: Dana Dillard, Senior Vice President, GMAC MORTGAGE
Panelist: Andrew Jakabovics, Senior Director, Policy Development and Research, ENTERPRISE COMMUNITY PARTNERS
Panelist: Katie King, Director of Business Development, HOPE LOANPORT
Panelist: Kate Titford, Counsel, NEIGHBORWORKS AMERICA
12:15 PM -
Conference Concludes