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 CONFERENCE AGENDA
Sunday, January 27, 2008
 Registration Opens 1:30 PM - 3:00 PM Pre-Conference Workshop Morphing from an Origination-centric to a Buyer's Market Moving from survival to growth requires working closely with investors, who now dictate terms of what loans will be made to whom and how. Mortgage companies need technology that will outlast expansions and contractions of the market. Learn About: *Workshop fee is $99. Registered Conference Attendees Only. Please see registration page for details. Alex Santos Executive Vice President Digital Risk LLC Craig Bechtle Senior Vice President MortgageFlex Jim Morse Vice President of Lending Information Technology Virtual Bank 3:15 PM - 4:45 PM Pre-Conference Workshop Surviving This Market: How to Manage IT and How the Technology Vendors Can Survive The current downtrend is impacting all aspects of the mortgage industry. Management must adopt their IT departments to the new realities. Secondly, the mortgage technology vendors themselves must manage to survive. *Workshop fee is $99. Registered Conference Attendees Only. Please see registration page for details. Scott Cooley Consultant Cooley Consulting Dave Matthews SVP and CIO Federal Home Loan Bank of Chicago 5:00 PM - 5:45 PM Keynote Address Technology: Bringing Hope to the Current Market Technology has infiltrated our rapidly changing industry, offering solutions that automate the numerous previously manual processes of the mortgage cycle. While automation can save time and money, true success comes from selecting and leveraging the right technologies that align with specific business objectives. Wachovia's Steve Daniels discusses the top five technology tools for today's market and explains how we, as an industry, can use--and not use--technology to bring about a profitable and secure tomorrow. Steve Daniels SVP and Director of National ELOC Operations Wachovia Mortgage Corporation 5:45 PM - 7:00 PM Opening Night Reception
Monday, January 28, 2008
Registration and Continental Breakfast in Exhibit Hall 8:00 AM - 8:15 AM Chairman's Opening Remarks Mark Fogarty Group Editorial Director Mortgage Technology News, National Mortgage News 8:15 AM - 9:00 AM Keynote Address Current State of the Mortgage Industry and Its Impact on Technology Mr. Merchant will discuss the current state of the mortgage industry, including liquidity and credit risk. He will cover the impact these forces are having on technology investments and budgets, creating the need to "operate in real time," and to balance the drive for innovation through technology while maintaining control of enterprise technology environment risks. Rahul Merchant Chief Information Officer Fannie Mae 9:00 AM - 9:45 AM E-Mortgages 101 What should lenders know in order to get started on e-mortgages? What return on investment can be expected and how long will it take to get up and running? Find out how you can embrace e-mortgages to gain both internal efficiency and a better process for your borrowers and stand out with technology. David J. Zugheri President and Co-founder First Houston Mortgage 9:45 AM - 10:30 AM Morning Networking and Refreshment Break in Exhibit Hall 10:30 AM - 11:15 AM Keeping Personnel Costs Down in the Present Default Crisis Record high defaults and foreclosures don't need to cause unnecessary strain. Come hear industry experts talk about how tech-savvy servicers are responding to the increase in troubled loans, from loss mitigation and default management, to REOs and effective information management solutions. All phases of default will be discussed and all technical solutions will be presented. Steven Horne Director Fannie Mae Duke Olrich President DRI Management Systems, Inc. Mary Hunter President Artemis Enterprises, LLC Bob Thornton President First American Default Technologies 11:15 AM - 12:00 PM Emerging Markets and Mortgage Technology: Are you ready? Emerging markets customers will represent 50 percent of new homeowners in the United States as early as 2010. This means a tremendous opportunity for mortgage banking companies who invest in this segment of the population. However, serving emerging markets brings new technology challenges to mortgage banking companies (alternative credit scores, a different underwriting approach, multilingual service delivery, lack of standardization, etc.). In this panel, industry experts will discuss the main technology considerations of serving emerging markets and how the use of technology can take a company's emerging markets strategy to the next level. Roberto Hernandez Manager, Consumer Finance Group PricewaterhouseCoopers Martin Touhey Senior Manager, Consumer Finance Group PricewaterhouseCoopers Jack Shapiro Director of Marketing and Strategy MCAP 12:00 PM - 1:30 PM Luncheon for all Participants 5:00 PM - 6:30 PM Cocktail Reception Technology Track 1:30 PM - 2:15 PM Automating the Process: Can You Afford to Lag Behind? In today's market place, offering a point of sale decision is essential to meeting customer needs. Similarly, creating an operating environment which is adaptable to market changes and where customers are empowered to manage their own pipeline is emerging as a leading practice in obtaining, and retaining, loan officers, brokers and correspondents. In this session, our group of industry specialists will discuss emerging capabilities and benefits related to: Automated Underwriting Systems, Web Portals, Automated Workflow, Document Imaging and Advanced Document Generation. Moderator: Peter Pollini Senior Manager PwC Consumer Finance Practice Panelists: David Rice Senior Manager PwC Consumer Finance Practice George Vega Managing Director of Capital Markets Technology Wachovia Albert Zuniga Head of Global Structured Products Wachovia 2:15 PM - 3:00 PM Minimizing Risk with Decisioning Technology Decisioning technology has come of age as lenders realize that the effective use of these systems can minimize risk in the pricing and underwriting of loans. This panel will address what lenders can expect of state-of-the-art decisioning systems, and how these systems can be integrated company-wide to create process improvements and efficiencies throughout. Bill Kelvie Chief Executive Officer Overture Technologies Gary F. Moore Vice President, Information Technology Redwood Trust, Inc. Christoph Knoess Vice President, Business Development Tavant 3:00 PM - 3:30 PM Afternoon Networking and Refreshment Break in Exhibit Hall 3:30 PM - 4:15 PM Holistic Decisioning: Using Alternative Data Sources to Make More and Better Loans More information leads to smarter underwriting choices. Roughly 25 percent of adults are not covered by traditional credit information. For the 70 to 90 million individuals who have limited or no credit information of record, traditional FICO-based methods often result in declined requests, even though they may be excellent risks. Rather than to deny these individuals, lenders can use alternative data sources to determine creditworthiness on a more holistic level. Find out how to use alternative data sources to service an untapped and underserved segment, and to make more and smarter loans for all of your borrowers. Brian Fitzpatrick President Lydian Technology Group Paul DeSaulniers Director, Credit Decisioning LexisNexis Risk & Information Analytics Group John Alexander President NYLX Annette Girmus-Orford Vice President, Risk Management Phoenix Capital Management Rick Arbogast Managing Director BankMyLoan 4:15 PM - 5:00 PM Agility in Turbulent Times How agile loan origination systems allow lenders to dynamically manage channels and products in shifting markets Speakers will discuss how agile loan origination systems have allowed them to rapidly switch product offerings in days vs. weeks or months, allowing them to move towards market opportunities and grow revenue. The panelists will present case studies outlining how each of these lenders utilize their dynamic loan origination systems. We all understand how markets can change rapidly. See how 3 lenders rolled with the markets and repositioned their production pipelines by insuring their LOS provided rapid access to ALL product types across ALL channels. Mark Phlieger Chief Executive Officer Avista Solutions Glen B. Ogden, CMB Vice President of Mortgage Services Mountain America Federal Credit Union Jeff Scott Chief Information Officer Mortgage Investors Group Business Strategies Track 1:30 PM - 2:15 PM How to Become a Trusted Advisor In this competitive market lenders need every edge possible. One way to achieve this goal is for loan officers and servicers to become more like financial advisors. If lenders can restore their credibility and be a friend to the borrower, they can get repeat business in a down market. Panelists will demonstrate how technology can help this process along. A.W. Pickel III President Leader Mortgage Company Ron Litt President Mortgage Action Plan Cathy Martin Assistant Vice President, Consumer Loan Products Fiserv Lending Solutions 2:15 PM - 3:00 PM Mitigating Defaults With Technology As lenders feel the credit crunch and experience the aftermath of the subprime debacle, buybacks are an issue. Investors are tightening guidelines and looking for every opportunity to push loans back to the lender. In order to create a more fool-proof system, standards and increased use of technology can be a saving grace. Steve Jacobson President Fairway Independent Mortgage Corporation Jay Meadows President & CEO Rapid Reporting Brian Fitzpatrick President Lydian Technology Group Ivan Darius, PhD Co-Founder and Co-CEO Optimal Blue 3:00 PM - 3:30 PM Afternoon Networking and Refreshment Break in Exhibit Hall 3:30 PM - 4:15 PM How to Get More Quality Broker Business To offset cost, lenders will depend more on brokers. However, how do you ensure that you get quality originations? And how to engender broker loyalty? Key brokers and vendors will discuss tips on how lenders can formulate the best technology strategy to do more business with good brokers. Jonathan Corr Chief Strategy Officer Ellie Mae Greg Smith CEO/President Advectis Daniel H. Jacobs CEO 1st Metropolitan Mortgage 4:15 PM - 5:00 PM When and What to Outsource As lenders look to cut costs, they are looking more favorably on outsourcing. But what's the best route to follow in terms of choosing an outsource partner? And what tasks should be outsourced? The new knowledge process outsourcing phenomenon has positioned vendors to do more complex jobs on behalf of the lender, for example. Bill Adamowski Chief Executive Officer ISGN Jonathan Kunkle Vice President Sales & Mortgage Services Guardian Mortgage Documents/Guardian Mortgage Services William M. Decker CEO Lydian Data Services
Tuesday, January 29, 2008
Continental Breakfast in Exhibit Hall 8:00 AM - 8:15 AM Chairman's Recap of Day 1 8:15 AM - 9:00 AM The Right Time to Innovate Generally after a refinance boom the lending market begins to rethink its technology approach to be better prepared for the next refinance boom. However, as the subprime debacle and credit crunch thrust the industry into chaos, lenders are more concerned with staying in business and not with technology spending. So when is the right time to invest in technology? What technologies will get the lender the most immediate return? And if they miss the opportunity to invest now, will those lenders be further behind when the market corrects? Moderator: Anthony Garritano Editor Mortgage Technology Magazine Panelists: Roger Gudobba Senior Principal Wolters Kluwer Financial Services Brian Boike First Vice President Flagstar Bank Jordan Brown CEO MarketWise Advisors Lisa Schreiber President LSK Consultants Sharon Matthews President & CEO eLynx 9:00 AM - 9:45 AM It's a Brave New World How can technology facilitate the return of subprime? One way is to create a virtual mortgage bank to meet the needs of this brave new world. Joe Dahleen SVP, Strategic Recovery Group SRG-i Greg Bowcott Chief Operating Officer Capsilon FSG Chris Jabbal Former Chief Information Officer, WaMu Mark P. Dangelo Managing Principal Innovative Relevance/Innovative Dissonance 9:45 AM - 10:15 AM Networking and Refreshment Break 10:15 AM - 11:00 AM Hybrid Mortgages Many lenders are getting as much advantage as they can out of hybrid mortgages instead of waiting for fully electronic mortgages to become routine, using electronic disclosures and various kinds of automation today. How much does a hybrid solution reduce cycle times and add to the bottom line? What competitive advantages, if any, are they building over more tradition-bound competitors? What are the limits in the use of partial automation that has to return to the paper-based world for closing? This session will help lenders assess the pros and cons of "going hybrid." Moderator: Scott Kersnar Senior Editor Mortgage Technology Magazine Panelists: Tom Wood Director of Operations Wachovia Mortgage Tim Anderson President and CEO SigniaDocs Bill O'Connell Senior Vice President, Product Marketing RealEC Technologies Al Verkuylen Chief Strategy Officer LSI, A Fidelity National Information Services Company 11:00 AM - 11:45 AM Try Before you Buy Portellus has seen. Mortgage Cadence, OpenClose, a la mode follow its lead in setting aside rooms for a Customer Readiness Lab where potential customers can go to test-ride its products before they buy. Is this a sales gimic or a genuine resource enabling mortgage lenders to make informed technology purchases? Will other vendors have to provide similar facilities to let lenders validate their sales promises? What do their lender customers have to say? Moderator: Scott Kersnar Senior Editor Mortgage Technology Magazine Panelists: Michael Hammond CMO Mortgage Cadence Rob Pommier SVP, Sales and Marketing OpenClose Scott Burgess President Loan-Score Decisioning Systems 11:45 AM Conference Concludes |
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