MBA Annual Convention Breakout Sessions/Special Events
Breakout sessions are the heart and soul of the Mortgage Bankers Association’s Annual Convention & Expo. These sessions provide in-the-weeds discussions and insights from expert panelists on the most relevant topics to your business in these challenging times.
Virtual Events in the Conference Virtual HUB allow you to meet with and network with your peers from across the country.
Below is a summary of each event; for more information, visit the Annual Convention website, https://www.mba.org/conferences-and-education/event-mini-sites/annual-convention-and-expo/schedule.
Virtual Networking Reception and Expo Event in the Virtual HUB
Monday, Oct. 19, 4:00-5:00 p.m. ET
Meet your peers from across the country in MBA’s Virtual HUB for special events including opportunities to virtually network with other attendees in small groups, learn about the latest products and services by visiting with exhibitors through live chat and video calls, plus other special features! Check out the HUB Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot and more.
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Virtual Events in the HUD Expo Hall featuring Sports Talk with Ron Darling
Tuesday, Oct. 20, 12:30-1:00 p.m. ET
Meet your peers from across the country in MBA’s Virtual HUB. See demos of the latest products, connect with exhibitors through live chat and video calls, plus other special events, including SportsTalk with baseball great Ron Darling. And, check out the HUB Book Club, take an exercise break with MBA on the Move, relax in the Coffee Spot and more.
Speaker
Ron Darling, SportsNet New York (SNY) Lead Game and Studio Analyst for New York Mets, 1986 World Series Champion New York Mets
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Virtual Events in the HUB, featuring Jon Meacham in HUB Book Club
Tuesday, Oct. 20, 2:30-3:00 p.m. ET
Speaker
Jon Meacham, Presidential Historian and Pulitzer Prize-Winning Author
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Breakout Session
Business Operations Track: IMB Liquidity Challenges
Tuesday, Oct. 20, 3:00-4:00 p.m. ET
Speakers
Pam Cooper, CMB, Chief Financial Officer, Citywide Home Loans/CHL Mortgage
Laura Brandao, President, American Financial Resources
Kirstin McMullen, Chief Financial Officer, The Money Source Inc. (TMS)
The past year has provided new and unexpected liquidity challenges in the mortgage industry, particularly for servicers that have been charged with implementing forbearance and other loss mitigation options for borrowers impacted by the pandemic. It is unsurprising, therefore, that regulators, the GSEs, investors, and analysts have placed great scrutiny on liquidity – particularly with respect to IMBs. In this session, practitioners share their expert analysis of the lessons learned from the pandemic, the challenges that remain, reactions from policymakers, and steps that IMBs and other market participants can take to enhance their liquidity profiles.
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Breakout Session
mPower: Protocol: The Power of Diplomacy and How to Make it Work for You
Tuesday, Oct. 20, 3:00-4:00 p.m. ET
Speakers
Capricia Marshall, Ambassador-in-Residence, Atlantic Council
Elaine Howard, Vice President of Meetings & Conferences, Mortgage Bankers Association
Marcia M. Davies, mPower Founder and Chief Operating Officer, Mortgage Bankers Association
What more than two decades of working at the highest levels of government taught Ambassador Capricia Marshall: There’s power in detail and nuance. Marshall will talk about her best-selling book Protocol and relate why protocol is important in everyone’s day to day lives. When you enter any interaction —with a client, manager, or even your child’s teacher— the outcome comes down to how effective you are at two things: connecting and persuading. Marshall will bring us a master class in protocols’ power, unveiling the complexity of human interactions and making the case that civility, cultural IQ, and a flexible mindset matter now more than ever.
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Breakout Session
Strategy & Technology Track: Rapid Expansion of Digital Mortgage
Tuesday, Oct. 20, 3:00-4:00 p.m. ET
Speakers
Nima Ghamsari, Chief Executive Officer & Co-Founder, Blend
Joe Tyrrell, President, ICE Mortgage Technology
Paul Anastos, Chief Innovation Officer, Guaranteed Rate and CEO, Gateless
Rich Gagliano, President, Origination Technologies, Black Knight
A panel of industry innovators discuss today’s rapid expansion and adoption of digital solutions in the wake of COVID-19. Higher volume, lower rates and social distancing changed customer needs and expectations. Lenders responded with new processes and faster turn times. Learn from these leaders as you plan your 2021 strategy.
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Concert MBA
Tuesday, Oct. 20, 4:00-5:00 p.m. ET
Speaker
John Ondrasik, Singer/Songwriter, Five For Fighting
This musical retrospective will feature MBA favorite singer/songwriter John Ondrasik of Five for Fighting, who will guide viewers on a musical journey highlighting the most memorable performers and performances from past Concert MBA events. As he takes us on this journey, Ondrasik will also share the inspiration behind some of his own hit songs, such as Superman, 100 Years and Chances (the theme song from The Blind Side).
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Virtual Events in HUB Expo Hall featuring MBA on the Move
Wednesday, Oct. 21, Noon-12:45 p.m. ET
Meet your peers from across the country in MBA’s Virtual HUB. See demos of the latest products and connect with exhibitors through live chat and video calls. Energize your day with a short exercise break at MBA on the Move or visit the HUB Book Club to hear an interview with author Capricia Marshall.
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Breakout Session
Business Operations Track: Talent Acquisition, Retention and Rightsizing for 2021
Wednesday, Oct. 21, 2:00-2:50 p.m. ET
Speakers
Michael Patterson, Chief Operating Officer, Freedom Mortgage Corp.
Renee Zabel, Vice President of Human Resources, AmeriFirst Financial Inc.
Garth Graham, Senior Partner, STRATMOR Group
With production volume high, retention and recruitment are top challenges for mortgage companies right now. Learn strategies for meeting today’s demands for staffing, facilities use and tech spending, while planning ahead for 2021.
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Breakout Session
Policy & Compliance Track: Government Lending Updates
Wednesday, Oct. 21, 2:00-2:50 p.m. ET
Speakers
Cathy Glover, Deputy Administrator, Single-Family Housing, USDA Rural Development
Julienne Joseph, Associate Director, Government Housing Programs, Mortgage Bankers Association
Dana T. Wade, Assistant Secretary for Housing and Federal Housing Commissioner, HUD
Terry Rouch, Assistant Director, Loan Policy and Valuation, U.S. Department of Veteran Affairs
Leaders from key industry agencies provide updates on their housing programs.
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Breakout Session
Strategy & Technology Track: COVID Hit. Social Distancing Followed. Is RON the Solution?
Wednesday, Oct. 21, 2:00-2:50 p.m. ET
Speakers
Andrew Crisenbery, SVP, Lending Solutions, Black Knight
Eddie Oddo, VP, Corporate Business Solutions, First American Mortgage Solutions
Teri Pansing, Vice President, Corporate Closing, Fairway Independent Mortgage Corp.
Margo Tank, Partner, DLA Piper US LLP
COVID created an overnight need for social distancing and tools that could keep the gears of the economy going at a time when many sectors were being crippled. Remote Online Notary (RON) seems to be the obvious answer for mortgage closings, but the pandemic has created a legal landscape among states that is confusing and has given rise to alternatives like Remote Ink Notarization (RIN). So, what is the state of electronic or remote closings and what hinders rapid adoption?
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Breakout Session
Business Operations Track: The COVID-19 Servicing Response
Wednesday, Oct. 21, 3:00-4:00 p.m. ET
Speakers
Candace Russell, Vice President, Post Sale, Carrington Mortgage Services LLC
John Courtney, CEO, NextJob
Dana Dillard, Executive Vice President, Corporate and Social Responsibility, Mr. Cooper
Chris Brinkley, Senior Vice President, First American Mortgage Solutions
Servicers have been on the front line, helping borrowers impacted by the pandemic. Learn how they quickly pivoted to a successful remote workforce and how they are managing teams moving forward. Join a discussion on best practices in customer communication, community outreach, forbearance and loss mitigation for the year ahead.
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Breakout Session
Policy & Compliance Track: Convergence Memphis – A Partnership Model for Minority Homeownership
Wednesday, Oct. 21, 3:00-4:00 p.m. ET
Speakers
Amy Schaftlein, Executive Director, United Housing Inc.
Cheryl Muhammad, Broker/Owner, Assured Real Estate Services
Peter Carroll, Executive, Public Policy & Industry Relations, CoreLogic
Steve O’Connor, Senior Vice President, Affordable Housing Initiatives, Mortgage Bankers Association
Jeremy Less, Associate Vice President, Area Mortgage Manager, BancorpSouth Bank
In March, the Mortgage Bankers Association and the Tennessee Housing Development Agency launched “Convergence Memphis,” a multi-year initiative focused on promoting minority homeownership in Memphis. This collaborative effort involves state and local government, the non-profit sector, and the housing industry. The goal is to leverage the strengths and resources of the different local and national partners, and in a coordinated way test new approaches for advancing minority homeownership. MBA believes that the lessons learned in Memphis can help us create new roadmaps for community engagement around minority homeownership.
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Breakout Session
Strategy & Technology Track: Data Privacy and Security
Wednesday, Oct. 21, 2:00-4:00 p.m. ET
Speakers
Mervyn Lally, Chief Enterprise Architect, Experian Information Solutions Inc.
David Shirk, Managing Member, Shirk Law PLLC
Jordan Crenshaw, Executive Director, Technology Engagement Center, U.S. Chamber of Commerce
Jared Bomberg, Senior Counsel, to the Ranking Member, Committee on Commerce, Science and Transportation, United States Senate
This session explores strategies for managing the emerging regulatory risks, data security threats, and customer privacy requirements of a high-volume digital environment. The panelists discuss the view from Congress and policy-practitioners on data privacy legislation and examine how industry leaders are delivering historic loan originations and serving customers amidst both increased scrutiny and demand for online financial services. Included are specific examples of high-risk data privacy situations and demanding regulatory requirements, including industry changes already underway (RON, RIN, Tax info, other online services) and possible legislation that may significantly change how the industry handles consumer data. Hear insight on what lenders can do to thrive in handling the current volume with both security and consumer privacy at the forefront.
