Agenda

Note: All times and session topics are subject to change

Day 1: Sunday, October 1

3:00 p.m. – 7:30 p.m.

Registration

5:30 p.m. – 7:30 p.m.

Welcome Reception in the Sponsor Showcase

Day 2: Monday, October 2

7:45 a.m. – 8:45 a.m.

Breakfast and Registration

8:45 a.m. – 9:30 a.m.

Opening SessionAlex Harwitz, General Manager, Mortgage Builder

9:30 a.m. – 10:15 a.m.

General Session: Product Roadmap UpdateSteve Ryczek, Director of Product Management, Mortgage Builder

10:15 a.m. – 10:45 a.m.

Break in the Sponsor Showcase

10:45 a.m. – 11:30 a.m.

Breakout Session

Efficiency Track

Compliance Management SystemsBecky Pratt, Risk Management Consultant, TRELIX

Innovation Track

DocuSign: eSigning Your Way into EfficiencyKaytie Smith, Product Manager, Mortgage Builder

11:30 a.m. – 12:30 p.m.

Lunch

12:30 p.m. – 1:00 p.m.

Dessert and Coffee in Sponsor Showcase

1:00 p.m. – 1:45 p.m.

Breakout Session

Efficiency Track

TRID 2.0: Review of the New AmendmentR. Andrew Arculin, Partner at Venable LLP

Innovation Track

New Technology in the Mortgage IndustrySandra Martz-Griebe, Senior Product Manager, Mortgage Builder and Rick Hill, Vice President for Industry Technology, Mortgage Bankers Association

2:00 p.m. – 2:45 p.m.

Breakout Session

Efficiency Track

Managing Regulatory ChangesGretchen Strub, Vice President of Compliance, Altisource

Innovation Track

Best Practice GemsPaul May, Senior Manager, Implementation Services, Mortgage Builder

2:45 p.m. – 3:15 p.m.

Break in the Sponsor Showcase

3:15 p.m. – 4:00 p.m.

Breakout Session

Efficiency Track

How to Prepare for a Pending ImplementationPaul May, Senior Manager, Implementation Services, Mortgage Builder

Innovation Track

The Borrower Portal ExperienceJason McMillan, Senior Product Manager, Mortgage Builder

4:15 p.m. – 5:00 p.m.

Breakout Session

Efficiency Track

Vendor Due DiligenceJames Vaca, Vice President of Vendor Management, Altisource

Innovation Track

The Building Blocks of Construction and Rehab LendingLiz Fafette, Product Manager, Mortgage Builder and Angela Ragsdale, Compliance Analyst, Mortgage Builder

6:00 p.m. – 10:00 p.m.

Evening Event and Dinner

Day 3: Tuesday, October 3

7:45 a.m. – 8:45 a.m.

Registration and Breakfast

8:45 a.m. – 9:00 a.m.

General Session: Today’s Agenda

9:00 a.m. – 9:45 a.m.

General Session: Agency Presentation from Fannie Mae and Freddie MacLea Ann Mitchell, Single Family Digital Alliances, Fannie Mae and Randy Jones, Vice President, Sales and Relationship Management, Freddie Mac

9:45 a.m. – 10:15 a.m.

Break in Sponsor Showcase

10:15 a.m. – 11:00 a.m.

Breakout Session

Efficiency Track

TRID 2.0: Revised Calculations and DisclosuresMelissa Kozicki, Director of Compliance, Mortgage Builder

Innovation Track

Altisource Document Management Suite: Drag and Dropping into the Future of eDocument ManagementKaytie Smith, Product Manager, Mortgage Builder and David Pecorella, Director – Product Management, Altisource Document Management Suite

11:15 a.m. – 12:00 p.m.

Breakout Session

Efficiency Track

Altisource Document Management Suite: Drag and Dropping into the Future of eDocument ManagementKaytie Smith, Product Manager, Mortgage Builder and David Pecorella, Director – Product Management, Altisource Document Management Suite

Innovation Track

The Future of OriginationRick Hill, Vice President for Industry Technology, Mortgage Bankers Association and Jason McMillan, Senior Product Manager, Mortgage Builder

12:00 p.m. – 1:00 p.m.

Lunch with Awards Ceremony

1:00 p.m. – 1:30 p.m.

Dessert and Coffee in Sponsor Showcase

1:30 p.m. – 2:15 p.m.

Breakout Session

Efficiency Track

What’s New with the New HMDA RuleMelissa Kozicki, Director of Compliance, Mortgage Builder

Innovation Track

The Borrower Portal ExperienceJason McMillan, Senior Product Manager, Mortgage Builder

2:15 p.m. – 2:45 p.m.

Break in the Sponsor Showcase

2:45 p.m. – 4:00 p.m.

Roundtable Discussions

Compliance Roundtable

Industry Trends Roundtable

4:15 p.m. – 5:00 p.m.

Panel Presentation — User Success Stories — Operational EfficienciesSteve Hewins, Vice President, TRELIX; Doug Baron, Mortgage Systems Administrator, Pioneer Bank; Robin Williams, Vice President, South Pacific Financial Corporation, and Catherine Krause, Program Manager – Origination Solutions, AmeriFirst Financial Corp.

6:00 p.m. – 10:00 p.m.

Evening Event and Dinner



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