National Technology in Mortgage Banking Conference & Expo
March 16-19, 2008
Dallas, Texas Monday, March 17, 2008
Opening General Session: The Third Industrial Revolution and its Effect on Commercial and Residential Real Estate
Speaker:
Jeremy Rifkin, Company President and Author, The Foundation on Economic Trends
MISMO Standards Adoption by Industry Partners
Moderator:
David Krause, Director, XML Architecture and Compliance, Mortgage Bankers Association
Speakers:
Ron Duff, Senior Vice President, Information Technology, Fiserv Lending Solutions
Robert Lux, CMT, Managing Director, Global Information Architecture and Delivery, GMAC Residential Holding Company
Strategies for Mitigating Third Party Origination Risk
Moderator:
Chris Burckhardt, Senior Vice President, Chief Information Officer, Pulte Mortgage
Speakers:
Daryl Hall, CRA/Community Development Analyst, Fifth Third Bank
Jay Levine, Chief Technology Officer, Wolters Kluwer Financial Services
Stanley M. Street, Founder and President, Street Resource Group, Inc.
Teresa Yow, Vice President, IT Project Manager and Business IT Partner, Synovus Mortgage Corp.
Taking Web Services to the Next Level in Mortgage Origination & Service
Moderator:
Lesley Grimes, Vice President, Business Strategy/Magnified Web Services, Fidelity National Information Services (FIS)
Speakers:
Mark Gorton, Vice President, Operations, HomEq
David Horn, Senior Vice President, RealEC Technologies
David Spies, Senior Vice President and Chief Software Architect - Empower Division, Fidelity National Information Services
Leveraging Today's Technology to Accommodate Reverse Mortgages
Moderator:
Kim Karouni, Executive Vice President, Mortgage Cadence, Inc.
Speakers:
Kevin J. Gherardi, Chief Information Officer/Executive Vice President, RMS, Inc (Reverse Mortgage Solutions, Inc.)
Barton Johnson, President & Chief Executive Officer of Life Stages Financial, Inc.
David Peskin, Chief Executive Officer, World Alliance Financial Corp.
Brad Thompson, Director of Professional Services, Mortgage Practice, 3t Systems, Inc.
Automated Risk Management Tools
Moderator:
Louis Pizante, Chief Executive Officer, Mavent, Inc.
Speakers:
Philip Bohi, Associate General Counsel, Fannie Mae
Scott Samlin, Executive Director, Mortgage Compliance, Morgan Stanley
Kathleen Timken, General Counsel Originations, Citimortgage
eMortgage Technology Update
Moderator:
Harry Gardner, Vice President, Industry Technology, Mortgage Bankers Association
Speakers:
Patrick Hartford, CMT, Director of eMortgage Standards, Quicken Loans
Bob King, WightCotton Enterprises
Dan McLaughlin, Executive Vice President & Product Division Manager, MERS
Industry Hangover: The Future of Automated Underwriting
Moderator:
Craig Hughes, Corporate Secretary and Vice President, Mortgage Business Center, CC Pace
Speakers:
Staci Abel, Director, Single Family Offerings Management, Freddie Mac
William B. Lehman, AMP, Director - Mortgage Strategy, CC Pace
Michael D. Wing, Senior Vice President, Consumer Risk Management for Consumer Real Estate, First Mortgage Risk Executive, Bank of America
Information Security: Strengthening Your Systems
Moderator:
Michael Sorohan, Director, Electronic Communications - NewsLink, Mortgage Bankers Association
Speakers:
Reid Fudge, Director of IS Security, Pulte Mortgage, LLC
Cynthia S. Watson, Vice President & Information Security Officer, First American Corporation
Maynard "Chuck" Ahner, CMB, Senior Vice President, Midland Loan Services
Saving Time and Money with Paperless Lending Initiatives
Moderator:
Anthony Garritano, Editor, Mortgage Technology Magazine
Speakers:
Judson Phillips, VP Marketing, Xerox Mortgage Services
David Zugheri, CMB, Co-founder and President, First Houston Mortgage, Ltd.
Tuesday, March 18, 2008
Second General Session: Industry Economic Update
Speaker:
Douglas G. Duncan , Chief Economist, Senior Vice President of Research and Business, Development, Mortgage Bankers Association
Closing the Gap Appraiser-to-Loan Decision with Secure, MISMO Compliant Methods
Moderator:
Rob Frazier, Chief Appraiser, First American CoreLogic
Speakers:
John Cirincione, MISMO Representative, Appraisal Institute
Jeff Bradford, President, Bradford Technologies, Inc.
Richard Taylor, Software Development Director, Mortgage Service, Fiserv Lending Services
Information Security Offshore - What to Expect and How to Cope
Moderator:
Thomas E. Morgan, Chief Information Officer, WaMu
Speakers:
Al Kirkpatrick, Chief Information Security Officer, The First American Corporation
Prashant P. Kothari, Chief Executive Officer and Founder, String Real Estate Information Services
How to Implement eMortgages
Moderator:
Christos Bettios, Senior Product Manager, Fannie Mae
Speakers:
Wayne Christensen, Senior Vice President, Marketing, Century Bank
Dan Green, Executive Vice President, Prime Alliance Credit Union Solutions
Jason R. Nadeau, Senior Vice President, Stewart eMortgage Solutions
Steve Trayte, Vice President, eMortgages
Life on the Leading Edge - The CEO's Perspective
Moderator:
Jeffrey Lebowitz, President, MORTECH, LLC
Speakers:
Dain Ehring, Chief Executive Officer and Founder, Dorado Corporation
William E. Kelvie, Chief Executive Officer, Overture Technologies, Inc.
David J. Matthews, Senior Vice President and Chief Information Officer, Federal Home Loan Bank of Chicago
Leveraging Technology for Essentials of Risk Management
Moderator:
Susan A. Billings, Senior Vice President, Risk Management, CTX Mortgage Company, LLC
Speakers:
Stacey Louie, Senior Vice President, Product Development and Engineering, Interthinx
Christine C. Rhea, President, Mortgage Investors Group
eRecording & eNotarization, Key Pieces of the eMortgage Process
Speakers:
Rob Moore, Vice President, Marketing, SimPlifile, LLC
Mark Ladd, Technology Committee Coordinator, PRIA
Darren Ross, Director of eNotarization Services & Development, National Notary Association
Reducing Costs and Staying Ahead of Market Shifts with Change Management and BPO Strategies
Moderator:
Colleen Wesling, Director, MISMO Administration, Mortgage Bankers Association
Speakers:
Cary G. Burch, Chairman and Chief Executive Officer, Lender Support Systems Inc.
Scott Burgess, President, Loan-Score Decisioning Systems
Joe Dahleen, Senior Vice President, Go Financial Solutions
Chetan Patel, Executive Vice President, Business Development, Interthinx
Advances in Default Management Strategies and Technology
Moderator:
Ronald C. Morgan, President, Strategic Default Solutions, MortgageHub
Speakers:
Phillip Cobb, CMB, First Vice President, Real Estate Management, Countrywide Home Loans
Steve Kadel, Director of Default Products, ISGN
Rich Rollins, President, REO Sentinel
Spanning the Gaps in a Paperless Environment: Advanced Electronic Vaulting
Moderator:
Bryan Caporlette, Chief Technology Officer, eOriginal
Speakers:
Roger Gudobba, Chief Strategy Officer, Compliance Systems, Inc.
John London, Director of Sales & Business Development, Interlink Electronics
Sharon Matthews, President and Chief Executive Officer, ELynx
Wednesday, March 19, 2008
Investor Technology Update
Moderator:
Harry Gardner, Vice President, Industry Technology, Mortgage Bankers Association
Speakers:
Ted Adams, Director of Technology Standards, Freddie Mac
Deborah V. Holmes, Vice President and Chief Information Officer, Ginnie Mae
Luiz de Toledo, Senior Vice President & Chief Administrative Officer, Technology, Fannie Mae
Today's Outsourcing Reality: How Changes in Market Conditions Have Created New Incentives and Opportunities
Moderator:
Rick Grant, Founder & Chief Executive Officer, Rick Grant & Associates
Speakers:
Mark P. Dangelo, Managing Principal, Innovative Relevance® and Innovative Dissonance™ Advisory Services, Customized Research, and Transformations
Sanjay Jain, Director of Business Development & Strategy Business Transformation Services, Metavante Corporation
Exploring Today's Most Electronic eClosing Solutions
Moderator:
Rick Triola, President and Chief Executive Officer, Settleware Secure Services, Inc.
Speakers:
Angel Alban, Jr., Senior Vice President, Strategic Partnerships, Countrywide Home Loans
Dan Sogorka, President, RealEC Technologies
Al Verkuylen, Chief Strategy Officer, LSI, a Fidelity National Information Services Company
Tom Wood, Senior Vice President & Director of Mortgage Operations, Wachovia Mortgage Corporation
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