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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