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2009 Document Management & Custody Conference


MBA's Document Management & Custody Conference Agenda
September 9-11, 2009
San Diego, CA

Wednesday, September 9

1:30 p.m.-2:45 p.m.
General Session: Agency Hot Topics

Moderator
Angela Nolan, Vice President, JPMorgan

Speakers
Jennifer S. Burke
Account Executive
Ginnie Mae

Anita C. Cooper
Manager, Certification Liaison Team
Fannie Mae
Presentation

David M. Wilson
Senior Applications Analyst
Freddie Mac
Presentation

3:00 p.m.-4:15 p.m.
Roundtable Discussions: Best Practices

Facilitators
Robin M. Belanger - Dealing with Fraud
President
RM Belanger and Associates, LLC

Carol J. Chapman - Title Policy Recovery and Cost Containment
Operations Manager, Records Services/Enterprise Operations
GMAC ResCap

Angela Nolan - Quality Assurance
Vice President
JPMorgan

Janet L. Sims - Staff Motivation & Recognition
Document Services Director
CitiMortgage, Inc.

Thursday, September 10

8:30 a.m.-10:0 a.m.
Joint General Session: State of the Industry

Moderator
Regina M. Lowrie, CMB
President and Chief Executive Officer
Vision Mortgage Capital, LLC

Speakers
D. Steve Boland
Reverse Mortgage Executive
Bank of America Home Loans

Michael Fratantoni
Vice President Research
Mortgage Bankers Association

Margaret Burns
Director, Office of Single Family Program Development
Federal Housing Administration


10:30 a.m.-11:45 a.m.
General Session: Legislative and Regulatory Update
Panel Presentation

Moderator
Stephanie Ochoa
Owner
Ochoa & Associates

Speakers
Roger Fendelman
Vice President, Compliance
Interthinx

Louis R. Pizante
Chief Executive Officer
Mavent Inc.

1:30 p.m.-2:45 p.m.
General Session: Current Mortgage Market
Environment and Impacts to Custodians

Moderator
Susan S. Reiss
Vice President
Wells Fargo Home Mortgage

Speakers
Joe Ohayon
Vice President, Community and Client Relations
Wells Fargo Home Mortgage

3:15 p.m.-4:30 p.m.
General Session: Today's eCommerce Environment
Panel Presentation

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

Speakers
Steven R. Horne
President and Chief Executive Officer
Wingspan Portfolio Advisors LLC

Katie Paolangeli
Business Integration Director
MERS


8:30 a.m.-9:45 a.m.
General Session: Warehouse Lending and the eMortgage Impact

Moderator
Scott Gillen, CMB, AMP
Vice President, National Sales
Stewart Lender Services

Speakers
Harry Gardner
Chief Strategy Officer
SigniaDocs, Inc.

Sheryl Heffernan
West Coast Division Manager
AmTrust Bank

Martin Schroeter
Executive Vice President and Chief Operating Officer
Cooper River Financial, LLC

10:00 a.m.-11:15 a.m.
General Session: Standing to Sue A National Crisis in our Courts

Moderator
William M. LeRoy
President and Chief Executive Officer
American Legal and Financial Network

Speakers
Michelle Garcia Gilbert
Partner
Gilbert McGrotty Group, Tampa Office
Presentation

Ronald G. Pearson
United States Bankruptcy Judge
Southern District of WV

Brandie H. Peeples
Counsel
MERS
Presentation

11:30 a.m. -1:00 p.m.
Closing General Session: Agency Update
Moderator
Janet L. Sims
Document Services Director
CitiMortgage, Inc.

Speakers
John Daugherty
Senior Director, Business Operations
Freddie Mac
Presentation

Kathleen Gibbons
Director, Single-Family MBS
Ginnie Mae

Debra D. Thompson
Director of Custodian Oversight and Monitoring
Fannie Mae
Presentation





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