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Trump International
Beach Resort

18001 Collins Avenue
Sunny Isles Beach, FL 33160
Tel: (888) 851-9423

Wednesday, November 28, 2012

11:00 a.m. -
1:00 p.m. - 3:00 p.m.
Pre-Conference Workshop: The CIOs Guide to the Tech Impact of CFPB Regulations - Operational and Technology Challenges of the Ability to Repay and Qualified Mortgage Rule
Edward J. Keck Jr., Director and Senior Technology Officer, TRELIANT RISK ADVISORS
Mike Lane, Vice President & Director of Mortgage Administration, FIFTH THIRD MORTGAGE COMPANY
3:25 p.m. -
Chair's Welcome
Mark Fogarty
3:30 p.m. -
The “In” Crowd - Innovation, Integration and Information
Steve Yaninek, Senior Vice President and Director of Marketing, Product, Customer Experience and Consumer Direct Sales, FIFTH THIRD MORTGAGE COMPANY
4:15 p.m. -
Tech Savvy Executives – Putting Technology to Use to Increase Revenue and Decrease Expenses
Christine Clifford, President and Principal, ACCESS MORTGAGE RESEARCH & CONSULTING, INC.
Phil DeFronzo, Founder and CEO, NORCOM MORTGAGE
Rick Roque, Sr.VP/Board Member, PRIMESOURCE MORTGAGE
Additional Panelists To Be Announced

Thursday, November 29, 2012

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8:00 a.m. -
8:45 a.m. -
8:50 a.m. -
Opening Keynote
Ren Essene, Senior Policy Analyst, Team Lead, Mortgage Data Assets, CONSUMER FINANCIAL PROTECTION BUREAU
9:30 a.m. -
Face-Off: Battle of the Compliance Providers
Panelists: Tim Anderson, Director eServices, DOCMAGIC INC.
Panelists: Fredric J. Gooch, General Counsel, VP Compliance, DOCUTECH CORPORATION
Edward Kramer, EVP of Regulatory Affairs, WOLTERS KLUWER FINANCIAL SERVICES
Laurie Spira, Chief Compliance Officer, DOCMAGIC, INC.
John Vong, CMB, CMT, Co-Founder and President, COMPLIANCE EASE
10:30 a.m. -
11:00 a.m. -
Rethinking Your Business for the Next Generation of Buyers
Erin Lantz, Director, Mortgage Business, ZILLOW
11:45 a.m. -
Buzz-worthy Tech Trends and the Landscape for 2013
Austin Kilgore, Editor in Chief, NATIONAL MORTGAGE NEWS
Garth Graham, Marketing Strategy, STRATMOR
Rick Grant, Founder and Principal, RGA
Patrick Hartford, CMT – Vice President, Emerging Technology, QUICKEN LOANS
Gabe Minton, Senior Vice President, Information Services, SERVICELINK, FNF’S NATIONAL LENDER PLATFORM
12:30 p.m. - 1:30 p.m.
Industry Innovation Session Luncheon: An Easier Path to Loan Quality
Lesley Hackett, Strategic Account Manager, ELLIE MAE, INC.

Sponsored by:

12:30 p.m. - 1:30 p.m.
12:30 p.m. -
1:30 p.m. -
Track: Track A View Track Technology Considerations for a Servicing Retained Option
Moderator: Wil Armstrong, CEO, BLUEBERRY SYSTEMS, LLC
Jordan Brown, Founding Principal and Chief Executive Officer, MARKETWISE ADVISORS
1:30 p.m. -
Track: Track B View Track Going Paperless (in the Real World): Your Business, Your Processes, Your Questions
Jim Connell, Chief Information Officer, SIERRA PACIFIC MORTGAGE
Ken Marlin, Vice President, Business Development, XEROX MORTGAGE SERVICES
2:15 p.m. -
Track: Track A View Track Enhancing Quality Control with New Analytics and Key Initiatives
Moderator: Lisa Binkley, Senior Vice President, PLATINUM DATA SOLUTIONS
Andy Crisenbery, SVP, Business Operations, ELYNX
Melissa Koupal, Vice President of Loan Integrity, LOANDEPOT.COM
2:15 p.m. -
Track: Track B View Track IT and Legal Best Practices for E-Signatures in Mortgage Lending
Michael Laurie, VP Strategic Development, SILANIS TECHNOLOGY
R. David Whitaker, Counsel, BUCKLEYSANDLER LLP
3:00 p.m. -
3:30 p.m. -
Track: Track A View Track Risk Management of Third Party Vendors through the Technology Lens
Moderator: Andrew Pennacchia, Associate, BUCKLEYSANDLER LLP
Ann Fulmer, VP, Business Relations, INTERTHINX
Stephen Hanson, Vice President & Senior Mortgage Regulatory Counsel, EVERBANK
3:30 p.m. -
4:15 p.m. -
Track: Track A View Track Taking the Pulse of E-Note Activity
Austin Kilgore, Editor in Chief, NATIONAL MORTGAGE NEWS
Katie Paolangeli, MERS Business Integration Director, MERSCORP HOLDINGS, INC
Paul Walby, Business Analyst, Wholesale Lending, FLAGSTAR BANK
5:00 p.m. - 6:30 p.m.

Friday, November 30, 2012

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8:15 a.m. -
Chairman's Recap
Mark Fogarty
8:30 a.m. -
Mobile Originations in a Tablet World
Austin Kilgore, Editor in Chief, NATIONAL MORTGAGE NEWS
Panelists: Iavor Boyanov, COO, LENDER MOBILE
Binh Dang, President, LENDINGQB
Rob Jannotte, EVP, Product Management, MORTGAGE CADENCE, LLC
Jonas Moe, Vice President, Product Strategy, ELLIE MAE
9:30 AM -
10:45a.m. -
11:30 a.m. -