HMDA Boot Camp Agenda

HMDA Boot Camp Agenda

Note: All times and session topics are subject to change

Day 1: Wednesday, May 17th

8:30am – 9:30am

Breakfast and Registration

9:30am – 9:45am

Mortgage Builder 2017 HMDA Boot Camp Welcome and Agenda Alex Harwitz, General Manager, Mortgage Builder

9:45am – 10:15am

HMDA Implementation and Preparation OverviewMortgage Builder Staff – Melissa Kozicki, Director of Compliance

10:15am – 10:45am

Technical Corrections and Clarifying Amendments – ReviewMortgage Builder Staff

10:45am – 11:00am


11:00am – 11:30am

Data Elements Deep Dive – Borrower and Demographic InfoMortgage Builder Staff

11:30am – 12:30pm

HMDA – Procedure and Policy ConsiderationsR. Andrew Arculin, Counsel and member of CFPB Task Force at Venable LLP

12:30pm – 1:30pm

LunchStephen Hewins, Vice President, TRELIX and Belinda Kraus, Risk and Control Manager, TRELIX

1:30pm – 2:00pm

URLA Update, HMDA and MISMO, 3.2 updateMortgage Builder Staff – Sandra Martz-Griebe, Senior Product Manager

2:00pm – 2:30pm

Work on policies and procedures

2:30pm – 3:30pm

HMDA SubmissionsMichael Byrne, CFPB HMDA Technical Operations Lead, Office of Technology and Innovation

3:30pm – 3:45pm


3:45pm – 4:00pm

What’s to Love About HMDA – An Engineer’s PerspectiveMortgage Builder Staff – Tina Christie, Software Engineer

4:00pm – 4:30pm

Data Elements Deep Dive – Loan and Fee InfoMortgage Builder Staff

4:30pm – 5:00pm

Data Elements Deep Dive – Loan Terms and PropertyMortgage Builder Staff

5:00pm – 5:30pm

Work on policies and proceduresMortgage Builder Staff

6:00pm – 8:00pm

Cocktails and DinnerKirk Willison, Senior VP of Government and Industry Relations at Altisource

Day 2: Thursday, May 18th

8:30am – 9:30am


9:30am – 10:30am

HMDA and Fair Lending ConsiderationsHoward Lax, Bodman PLC

10:30am – 11:00am

Data Elements Deep Dive – Credit and UnderwritingMortgage Builder Staff

11:00am – 11:15am


11:15am – 11:45am

Lender Policies and Impact on Data ElementsSheila Strong, Senior Vice President of Compliance and General Counsel, AmeriFirst Home Mortgage

11:45am – 12:30am

Work on policies and procedures

12:30pm – 1:00pm


1:00pm – 1:30pm

Workflow and Functionality – Business RulesMortgage Builder Staff

1:30pm – 2:00pm

Work on policies and procedures

2:00pm – 3:00pm

System Functionality and Enhancement RequestsMortgage Builder Staff


Conference ends at 3:00pm EST. Boxed lunches are available for those leaving early to catch a flight

Register now!