Agenda

Note: All times and session topics are subject to change.

Day 1: Sunday, October 28

5:00 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 29

7:30 a.m. – 8:30 a.m.

Breakfast and Registration

8:30 a.m. – 8:45 a.m.

Opening SessionAlex Harwitz, General Manager, Mortgage Builder

8:45 a.m. – 10:15 a.m.

General Session: Product Roadmap UpdateStephen 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.

Roundtable Session

Compliance Roundtable

Peer Group Discussion on Managing DisclosuresMelissa Kozicki, Director of Compliance, Mortgage Builder and Roger Fendelman, Mortgage Banking Compliance and Technology Consultant

Operations Roundtable

Peer Group Discussion on OperationsLiz Fafette, Senior Product Manager, Mortgage Builder

NextGen Roundtable

NextGen LabStephen Ryczek, Director of Product Management, 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.

Fannie MaeTBD

2:00 p.m. – 2:45 p.m.

Breakout Sessions

Compliance Track

Panel Discussion on Preparing for Audit: What are you and the regulators doing to prepare?Rosemary Lally, Vice President, Governance & Controls, Altisource; Roger Fendelman, Mortgage Banking Compliance and Technology Consultant; Melissa Kozicki, Director of Compliance, Mortgage Builder; Sheila Strong, Senior Vice President of Compliance at AmeriFirst Home Mortgage

Operations Track

Altisource Document Management SuiteKaytie Smith, Product Manager, Mortgage Builder and Paul May, Senior Manager, Implementation Services, Mortgage Builder

NextGen Roundtable

NextGen RoundtableStephen Ryczek, Director of Product Management, 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

Compliance Track

Housing Policy: Implications for Smaller LendersKirk Willison, Senior Vice President, Governance and Industry Relations, Altisource

Operations Track

Tips and Tricks for Implementation and Support IssuesAaron Birchmeier, Senior Product Manager, Mortgage Builder; Paul May, Senior Manager, Implementation Services, Mortgage Builder; Brian Abbott, Director of Operations, Mortgage Builder

4:15 p.m. – 5:00 p.m.

Breakout Session

Compliance Track

TRID 2.0Melissa Kozicki, Director of Compliance, Mortgage Builder, and Sarah Hiller, Lead Compliance Analyst, Mortgage Builder

Operations Track

Altisource Document Management SuiteKaytie Smith, Product Manager, Mortgage Builder and Paul May, Senior Manager, Implementation Services, Mortgage Builder

6:30 p.m. – 10:30 p.m.

Evening Event and Dinner

Day 3: Tuesday, October 30

8:00 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: Reimagining the Mortgage Experience: Achieving Your Business Objectives – Freddie Mac Can Help

9:45 a.m. – 10:15 a.m.

Break in Sponsor Showcase

10:15 a.m. – 11:00 a.m.

Breakout Session

Compliance Track

Security Panel DiscussionRosemary Lally, Vice President, Governance & Controls, Altisource and Roger Fendelman, Mortgage Banking Compliance and Technology Consultant

Operations Track

ODBC and Motivity PanelTony Fox, Motivity Solutions; Robin Williams, Vice Preisdent of Operations, South Pacific Finacial Corporation; Katie Krause, Programs Manager-Origination Solutions, Amerifirst Financial

11:15 a.m. – 12:00 p.m.

Roundtable Session

Compliance Roundtable

Peer Group Discussion on Real Life Audit ExperiencesRosemary Lally, Vice President, Governance & Controls, Altisource; Roger Fendelman, Mortgage Banking Compliance and Technology Consultant; Melissa Kozicki, Director of Compliance, Mortgage Builder; Sheila Strong, Senior Vice President of Compliance & General Counsel at AmeriFirst Home Mortgage

Operations Roundtable

MISMO/ULAD/UCD Workgroup Sandra Martz-Griebe, Senior Product Manager, Mortgage Builder and Freddie Mac

NextGen Roundtable

NextGen LabStephen Ryczek, Director of Product Management, 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

Compliance Track

Outsourcing/Fulfillment ServiceJustin Vedder, Vice President of Origination Solutions, Altisource

Operations Track

Upcoming Integrations UpdateBrian Abbott, Director of Operations, Mortgage Builder; Sandra Martz-Griebe, Senior Product Manager, Mortgage Builder