Sunday, September 21

Agency Roundtable Discussion (Part 1)

Moderators:
Carol J. Chapman, Operations Manager, Records Services and Enterprise Operations, GMAC ResCap
Kelly Crunican, Assistant Vice President, LaSalle Global Trust Services
Marilyn Foody, Vice President, National Account Manager, Stewart Lender Services
Linda B. Gentry, Vice President, Stewart Lender Services
Robert Goist, Agency Certification Manager, LaSalle Bank N.A.
Debbie Midkiff, Vice President, Matrix Financial Services Corporation
Angela Nolan, Assistant Vice President, JP Morgan Chase

Agency Representatives:
Carol Andrade, Operations and Servicing Manager, Freddie Mac
Deborah Hluchan, Associate General Counsel, Fannie Mae
Sharon L. Novak, Operations Manager, Freddie Mac
Debra D. Thompson, Director of Custodian Oversight and Monitoring, Fannie Mae
Lydia L. Thornton, Manager, Custodian Oversight and Monitoring, Fannie Mae

Monday, September 22

Opening General Session

Humor at Work: Laughter as a Profit Center
Featuring:
Kathleen Passanisi

Speakers:
Justin Burch, Senior Mortgage Banking Analyst, Ginnie Mae
Rebecca Major, Operations Manager, Wells Fargo Corporate Trust Document Management
Jeffrey S. Taylor, CMB, Vice President, Senior Products Group, Wells Fargo Home Mortgage

Beyond the Basics - Expanding Document Exception Expertise

Moderator:
Tina Lindsey, Vice President, National Account Manager, Stewart Lender Services

Speakers:
George Horvath, Senior Vice President, Group 9, Inc.
Janet A. Vollmer, Pre and Post Closing Director, GMAC Mortgage Subservicing

Dealing with the After Effects of a Mortgage Crisis

Speakers:
Rita Roy, EMortgage Development, Fiserv Lending Solutions
William P. Garland, Senior Vice President, Fiserv

Market Update & Industry Outlook

Speaker:
Amy Crews Cutts, Deputy Chief Economist, Freddie Mac

Custodial Case Studies - Tuning Up for Market Conditions

Moderators:
Barbara J. Krawczun, Vice President, Document Custody Division, GMAC Bank
Susan S. Reiss, Vice President, Wells Fargo Home Mortgage

Default Documentation - Getting it Right

Moderator:
Marilyn Foody, Vice President, National Account Manager, Stewart Lender Services

Speakers:
Stephen Dunn, Vice President, Loss Mitigation, SunTrust Mortgage, Inc.
Michael Ellis, Vice President, Risk Operations, Bank of America
Charles Newcomb, Chief Operating Officer, Stewart Lender Services

Traversing the Minefields with Best Practices

Speakers:
A. Michelle Canter, Partner, Franzen and Salzano, P.C.
Elizabeth DeSilva, Associate Counsel, GMAC ResCap

Speakers:
Stephen F. Bisbee, President and Chief Executive Officer, eOriginal, Inc.
Andrew Dubinsky, President and Chief Executive Officer, Encomia LP
Donna Harkness, Custodial Services Manager, GMAC Bank

Secondary Market Challenges & Impacts

Moderator:
Norman Edwards, Associate Vice President, Program Coordination, Education & Meetings, Mortgage Bankers Association

Speakers:
Robert Gaither, Principal, Secondary Marketing, Head Global Structured Products, RMBS Trading, Bank of America
Anand Narayanan, Executive Vice President, Financial Services, 14E Consulting, Inc.

Tuesday, September 23

Data Driving the Process

Moderator:
Leslie Meyer, Vice President, Product Development, First American Document Solutions

Speakers:
Alton Porter, Senior Vice President, Wells Fargo Home Mortgage
Ken Robertson, Vice President, Custody Services Manager, JPMorgan Chase
Elizabeth A. Suobank, Post Closing Manager, Arvest Mortgage Company

Identifying Fraud, Leveraging the Tools for Early Detection

Moderator:
Katie Paolangeli, Business Integration Director, MERS

Speakers:
Ann Fulmer, Vice President, Interthinx
Edward Geiger, Supervisory Special Agent, Federal Bureau of Investigation
Debra O'Brien, Senior Vice President, Manager of Fraud Investigations & Repurchase Risk Management, Wachovia Mortgage Corporation

eLegal Issues

Moderator:
Charles E. Epperson, Director of e-Business, Stewart

Speakers:
Michael Laurie, Vice President, Strategic Planning, Silanis Technology, Inc.
Margo H. K. Tank, Partner, Buckley Kolar LLP

Doing More with Less

Moderator:
Angela Nolan, Assistant Vice President, JPMorgan Chase

Speakers:
Darlene Kyle, Vice President, Chase Home Finance, LLC
Leslie Meyer, Vice President, Product Development, First American Document Solutions

Closing General Session - Agency Update

Moderator:
Janet L. Sims,Document Services Director, CitiMortgage, Inc.

Speakers:
Carol Andrade, Operations Manager, External Document Custody, Freddie Mac
Justin Burch, Senior Mortgage Banking Analyst, Ginnie Mae
Debra D. Thompson, Director of Custodian Oversight and Monitoring, Fannie Mae

Continuing Professional Education Form

Sponsors
Fannie Mae
MERS
First American Document Solutions
Fiserv, Inc.
Freddie Mac
JC III & Associates, Inc.
LaSalle Global Trust Services
Lender Processing Services
MBMS Incorporated
Nationwide Title Clearing
Optimal Asset, Inc.
Rekon Technologies
Richmond Monroe Group
Stewart Lender Services
The Stonehill Group, Inc.