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MBA's Document Custody Conference 2007


Agency Showdown

Moderator: Angee Nolan, Assistant Vice President, JPMorgan Chase

Speakers:
Carol Andrade - Operations and Servicing Manager, Freddie Mac
Doug Blunck - Manager of Custodian Oversight and Monitoring, Fannie Mae
Jennifer Burke - MBS Specialist, Ginnie Mae
Peter McGonigle - Deputy General Counsel, Fannie Mae
Sharon Novak - Operations Manager, Freddie Mac
Susan Skiles - Senior Business Analyst, Fannie Mae
Debra D. Thompson - Director of Custodian Oversight & Monitoring, Fannie Mae

Agency Showdown Presentations :
Fannie Mae
Freddie Mac
Ginnie Mae
Agency Showdown Outline


Opening General Session: Results Rule

Featured Speaker: Randy Pennington - CEO, Expert on Leadership

Results Rule Handout

ARM Loans: Know How to Hold ’Em

Moderator: Vonda J. Rankin - Agency Relations Client Service Manager, Wells Fargo Home Mortgage

Speakers:
Doug Blunck - Manager of Custodian Oversight and Monitoring, Fannie Mae
Andrea L. Bridgeman - Associate General Counsel, Freddie Mac
Ken Robertson - Vice President, JPMorgan Chase
Lori Swanell - Assistant Vice President, Wells Fargo Home Mortgage

ARM Loans: Know How to Hold ’Em Presentation
ARM Loans: Know How to Hold ’Em Outline

eWorkflows Rodeo

Moderator: Robin M. Belanger, President, RM Belanger and Associates, LLC

Speakers:
Roger Gudobba - Senior Principal – Strategic Business Development, Wolters Kluwer Financial Services
Gary Vandeventer - Vice President – Production Integration, MERS
David Zugheri - CMB, President, First Houston Mortgage, Ltd.

eWorkflows Rodeo Presentation
eWorkflows Rodeo Outline

How to Have Fun Wrangling Up Happy Trail Blazers

Moderator: Carol J. Chapman - Operations Manager-Pool Certification/Records Services, ResCap
GMAC Residential Financial Group

Speakers:
Diane B. Cooper - Vice President, Servicing, Wells Fargo Home Mortgage
Shari L. Gillund - Vice President, Mortgage Document Custody Division, Wells Fargo Home Mortgage
Donna K. Jones - Vice President – Custodial Services, First Tennessee Bank
Rachel G. Switzer - Director, Records Services, ResCap, GMAC Residential Financial Group

How to Have Fun Wrangling Up Happy Trail Blazers Outline

eExperiences — Implementing an Electronic Vault

Moderator: Barbara J. Krawczun, Vice President – Document Custody Division, GMAC Bank

Speakers:
James E. Barry - Vice President, MBMS Incorporated
Michael Hebling - Vice President, GMAC Bank
Mark J. Jerva - Vice President, LaSalle Bank, N.A.

eExperiences — Implementing an Electronic Vault Presentations:
Agency eGuidelines
MERS
GMAC

eExperiences — Implementing an Electronic Vault Outline

Private Securitization — How It All Works

Moderator: Jean Hull - Title Supervisor Certification, Citibank, NA

Speakers:
Christopher Amico - Vice President, Manager, BNY Global Corporation Trust Document Custody Operations Bank of New York
Charles Dooley - III, Senior Vice President, Bond Administration, Aurora Loan Services
Rolf A. Edwards - Senior Vice President, Structured Products Group, Goldman, Sachs & Co.

Private Securitization — How It All Works Presentation
Private Securitization — How It All Works Outline

How to Secure Your Data

Moderator: Linda B. Gentry, Vice President – Mortgage Management Services, Stewart Lenders Services

Panelists:
Fred Everett - Senior Vice President – Assistant General Counsel, Countrywide Financial Corporation
John L. Jones - President, Arion Zoe
Michael Laurie - Vice President – Strategic Planning, Silanis Technology, Inc.
Paul H. Schieber - Chairman, Consumer Financial Services Group, Blank Rome LLP

How to Secure Your Data Presentations:
Moderator
Everett
Schieber
Jones
Laurie
How to Secure Your Data Outline

Trailing Doc Follow-up — How to Cure Outstanding Docs

Moderator: Marilyn Foody - Vice President – National Sales, Steward Lender Services

Speakers:
Carol J. Chapman - Operation Manager – Pool Certification, Wells Fargo Home Loan
Janet Rolen - Process Manager, Document Operation National Closing Operations
Washington Mutual
Lynn Watson - Manager – Special Loan Services, Stewart Lender Services

Trailing Doc Follow-up — How to Cure Outstanding Docs Presentation
Trailing Doc Follow-up — How to Cure Outstanding Docs Notes
Trailing Doc Follow-up — How to Cure Outstanding Docs Outline

Blazing The eTrail

Moderator: Charles Epperson, eMortgage Services, Product Manager, Stewart Title Guaranty Co.

Speakers:
Darren Ross - National Notary Association
Gerry Rickhoff - Bexar County Clerk, County of Bexar – State of Texas

Blazing The eTrail Presentation
Blazing The eTrail Outline

Passing Muster - Preparing for Audits

Moderator: Marilyn Foody, Vice President – National Sales, Steward Lender Services

Speakers:
Rita A. Juda - Compliance Manager, Wells Fargo Home Mortgage
Diana R. Harrison - Vice President, Collateral & Discharge Manager, HSBC Mortgage Services
Souren Sarkar - Co-Founder and President, Inuva Info Management Pvt. Ltd.

Passing Muster - Preparing for Audits Presentations:
Diana Harrison
Rita Juda
Souren Sarkar

Agency Update

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

Speakers:
Ted B. Foster - Senior Vice President, Office of Mortgage Backed Securities, Ginnie Mae
Daniel E. Kahn - Director, Program Operations, Ginnie Mae
Frederick Lyne - Director - Settlement Operations, Freddie Mac
Debra D. Thompson - Director of Custodian Oversight & Monitoring, Fannie Mae

Agency Update Presentations:
Freddie Mac
Fannie Mae
Ginnie Mae
Agency Update Outline