Winter Summit 2021
January 11 – 14
11:00 AM - 5:30 PM ET
Join us to learn more about how MISMO standards are essential to the mortgage process and more important than ever as we enter 2021 still facing a pandemic. Learn how you can get engaged in mortgage standards development. Hear experts discuss new and emerging technologies to reduce costs, increase margins and delight customers. Hear the latest updates from the GSEs and other housing agencies.
Schedule
| Monday, January 11, 2021 | ||
| 11:00am - 12:30pm ET | Moving Beyond 2020! Hello 2021! What Now? 2020 may be over but the impact will affect us for years to come. Join this session to hear about MBA’s latest forecast of the various forces impacting the market during these unprecedented times as well as key outcomes from the MBA Tech Profile Survey and what they may mean for your organization. | Moderator: Joe Dombrowski, Director of Product Management, Sagent Lending Technologies Featured Speakers: Rick Hill, Vice President Industry Technology, MBA Joel Kan, Associate Vice President of Economic and Industry Forecasting, MBA Marina Walsh, CMB, Vice President of Industry Analysis, MBA |
| A Strategic Discussion with MISMO’s New President, Seth Appleton Hear Seth’s vision for the future of MISMO and how we can collaborate to best serve the mortgage finance industry in 2021 and beyond. | Moderator: Tara Dunion, Director of Communications and Standards Adoption, MISMO Featured Speakers: Seth Appleton, President, MISMO Kurt Pfotenhauer, Vice Chairman, First American Financial | |
| 12:30pm - 12:45pm ET | Break | |
| 12:45pm - 1:15pm ET | Summit Newcomer Orientation | |
| 1:30pm - 5:25pm ET | MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend | |
| 5:30pm - 5:55pm ET | Daily Wrap Up | |
| Tuesday, January 12, 2021 | ||
| 11:00am - 12:30pm ET | Where is Tech Going and What Does it Mean for MISMO? Technology trends; new relationships; new technologies; making better use of existing technologies and standards; and much, much, more. What does all of this mean for you and your organization? What does it mean for MISMO? | Moderator: Dominick Marchetti, Chief Technology Officer, Guaranteed Rate Featured Speakers: Rajesh Bhat, Co-Founder & Chief Executive Officer, Roostify Tanya Brennan, Managing Partner, PhoenixTeam Steven Smith, Co-Founder & Chief Executive Officer, Finicity |
| The Universal Value Proposition for Industry Standards Some truths are universal. Widely adopted industry standards raise the tide for all participants. Gain new perspectives on just how important MISMO’s work is to the U.S. mortgage finance industry by looking from the outside in. Join this session to learn about the Canada Mortgage and Housing Corporation (CMHC) study exploring the potential benefits of adopting mortgage data standards in Canada. | Featured Speaker: Maxim Armstrong, Senior Manager of Housing Research, Canada Mortgage and Housing Corporation (CMHC) | |
| 12:30pm - 1:30pm | Break | |
| 1:30pm - 5:25pm | MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend | |
| 5:30pm - 5:55pm ET | Daily Wrap Up | |
| 6:00pm - 7:00pm ET | Annual Awards Ceremony Reception | |
| Wednesday, January 13, 2021 | ||
| 11:00am - 12:30pm ET | Agency Spotlight: FHA Modernization Efforts The Federal Housing Administration (FHA) is modernizing their technology to deliver enhanced processing and reporting. Join this session to hear the latest on their progress and what is means for your organization. | Featured Speaker: Artie Chin, Chief Digital Services Officer, U.S. Department of Housing and Urban Development |
| Agency Spotlight – Ginnie Mae Pool Delivery Dataset and More Are you ready? Learn what you need to know about the Ginnie Mae MISMO adoption and other key initiatives and what they mean for you and your organization. | Featured Speaker: Tamara Togans, Vice President of Enterprise Data Management, Ginnie Mae | |
| Agency Spotlight: GSE Updates The world does not stand still, and neither do the regulators or housing agencies. Attend this session to hear the latest from the GSEs on Uniform Mortgage Data Program (UMDP) activities such as the Uniform Residential Loan Application (URLA) roll-out and Residential Appraisal Dataset development. | Featured Speakers: James Babalitis, Senior Manager, Single-Family Mortgage Business – Digital Products, Fannie Mae Colleen Flaxington, Director, Industry Standards, Freddie Mac Kasie Lynn, Project Manager, Manager, Single Family Strategic Delivery, Freddie Mac Sejal Patel, Sr. Product Manager, Single-Family Mortgage Business – Digital Products, Fannie Mae Denise Rivoal, Manager, Single-Family Mortgage Business – Digital Products, Fannie Mae Sunil Vaid, Single Family Strategic Delivery, Freddie Mac | |
| 12:30pm - 1:30pm | Break | |
| 1:30pm - 5:25pm | MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend | |
| 5:30pm - 5:55pm ET | Daily Wrap Up | |
| Thursday, January 14, 2021 | ||
| 11:00am - 12:30pm ET | Lender Perspectives Current challenges, expected challenges – technology, operations, regulation, scalability, going digital, etc. With a new Administration in the White House in January, the agenda for agencies like the CFPB could undergo a rapid transformation, housing finance reform could be turned on its head and progressive banking ideas that were unthinkable over the past four years could gain traction. | Moderator: Pete Carroll, Executive of Public Policy & Industry Relations, CoreLogic Featured Speakers: John Hedlund, Chief Operating Officer, Amerihome Mortgage Company Michael Wood, Credit Risk Executive, Consumer Bank, Bank of America Suzanne Garwood, Executive Director/Assistant General Counsel, Chase |
| Resources Every Lender Should Know About Standards make innovation possible and provide a path forward during times of uncertainty. MISMO standards and resources can enable your organization to accelerate development of new and innovative and utility solutions. Join this session to learn about recently, and soon to be released, standards and resources your organization should be adopting today including the MISMO Closing Instructions; iLAD (Industry Loan Application Dataset); and the API Toolkit. | Moderator: Randy Poirier, Vice President Data Strategy, Black Knight Featured Speakers: Elizabeth Griswold, Senior Manager, PhoenixTeam Matt Seu, Principal, Actualize Consulting- Chris Trujillo, Principal, Elevated Solutions- | |
| 12:30pm - 1:30pm | Break | |
| 1:30pm - 5:25pm | MISMO Workgroup Meetings Scroll down to RESOURCES section for list of meetings and information on how to attend | |
| 5:30pm - 5:55pm ET | Daily Wrap Up |
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