convention

SPEAKERS | KEYNOTES

Dennis Miller - Keynote Speaker

After eight very successful years, Dennis Miller has just completed his nationally syndicated Westwood One (formerly Dial Global) Radio talk show, The Dennis Miller Show which aired five days a week. He is also a regular contributor for The O’Reilly Factor on the FOX News Channel. It’s been said that Miller is “One of the premiere comedy talents in America today.” While others are blunt assessing Miller’s comedic stature, Dennis himself makes a virtue of understatement, but there is nothing low key about his career.

Miller is a five-time Emmy award winner for his critically acclaimed half-hour, live talk show Dennis Miller Live which had a nine year run on HBO. Miller also garnered three Writer’s Guild of America Awards for the series as well as an additional WGA Award for his 1997 HBO special, Dennis Miller: Citizen Arcane. He also wrote and starred in the Emmy-nominated cable comedy special Raw Feed. That show, along with the six other standup specials he did for HBO from 1988-2006, is featured in the recently released DVD set, Dennis Miller: The HBO Specials. His eighth special for HBO, Dennis Miller: The Big Speech debuted last year and is now also available on DVD. He was the host and executive producer of CNBC’s Dennis Miller, a topical interview talk show featuring reasoned discourse, opinion and humor. Additionally, Miller has appeared on many politically oriented television talk shows.

He has also been cast in films, usually in dramatic roles, most notably in 1994's Disclosure, 1995's The Net and 1997's Murder at 1600 Pennsylvania Avenue. He also appeared in the 2008 release, What Happens in Vegas. Dennis has also achieved success in the literary arena with four books, I Rant Therefore I Am, The Rants, Ranting Again, and The Rant Zone have all been New York Times bestsellers. For two seasons, Miller called the plays alongside Al Michaels and NFL Hall of Fame quarterback Dan Fouts on ABC’s Monday Night Football. He was also the “Weekend Update” correspondent on Saturday Night Live for six years, before exiting in 1991. He has yet to appear in a show with the words, Tuesday, Wednesday, Thursday or Friday in the title.

Over the years, Miller has become both a public and critical favorite. The New York Times said, “Mr. Miller is exquisitely attuned to contemporary foibles his material can be scathing, his delivery low key. Mr. Miller reaches a bit farther than most comedians for the scorching comment, this smart aleck has an uncommonly sharp eye.” The Hollywood Reporter called his most recent special, “an hour of topical, scathing brilliance that helps cement Miller’s status as the Lenny Bruce of the new millennium, the most cerebral, astute and clever standup ever to put mouth to microphone.”


Efe Aghimien

Chief Financial Officer - SWBC Mortgage Corporation

Efe Aghimien joined SWBC in 2017. In this role, he is responsible for overseeing strategic financial initiatives, day-to-day financial activities, planning and reporting.

Efe has more than 18 years of experience in the accounting field and has a keen ability to lead cross-functional teams. Before joining SWBC, Efe was Vice President of Accounting and Controller at Stonegate Mortgage Corporation. Prior to that, he was Senior Manager with Deloitte. In this 12 years with Deloitte, Efe served many roles including global offering services in which he consulted several mergers and acquisition transactions including divesture of ABN AMRO in 2008.

Efe received his Bachelor of Science and Masters of Business Administration from the Kelley School of Business at Indiana University. He is a CPA and holds the MBA American Mortgage Professional (AMP) accreditation.


Don Brown

Co-Founder - Optimal Blue Secondary Services

Don pioneered the approach of providing real-time, web-based secondary marketing services that leverage the accurate investor and market content managed in the Optimal Blue platform, to ensure greater accuracy, fewer errors, and a more profitable loan sale execution.

Having been in the capital markets industry since 2001, Don is the veteran of several entrepreneurial ventures in the internet and real estate fields and is a frequent speaker and author on issues related to secondary marketing strategy and mortgage process automation. He is a graduate of Northwestern University and the University of Colorado School of Law. Don lives in Louisville, Colorado.

Dan Carson

Senior Vice President, Retail Production and Business Development - Willow Bend Mortgage

Prior to joining Willow Bend Mortgage in 2017, Dan Carson had a successful tenure at a top 5 Volume Lender in the US. Dan’s prior job was to help his former company set a strategy to recruit and retain the top talent in the mortgage industry. Along the way, he developed a passion to serve producers and help people grow their business and providing service to clients’ needs that surpass their greatest expectations. His time getting to know the top producers in the industry provides the greatest combination, knowledge and experience to help you through the loan process. He will help you find the terms that are right for your budget and make sure all of the details are competently handled so that your closing goes smoothly and you can take possession of your new property.


Jim Clapp

President, Chief Financial Officer - Certainty Home Loans, LLC

As Certainty Home Loans President, Jim is responsible for the strategic direction of the company and oversees the executive leadership team. As CFO, Jim is responsible for the management of all financial and accounting functions for the company. Prior to joining Certainty Home Loans, Jim had more than 17 years of experience in commercial banking with a focus on mortgage financing. Jim is a Director on the Texas Mortgage Bankers Association Board of Directors, and also a member of the MBA’s Independent Mortgage Bankers Executive Council. Jim holds a B.A. in Finance and an MBA with a finance concentration from Texas Christian University.


Donna Corley

Division Chief Risk Officer - Freddie Mac Single-Family business

Donna Corley is motivated by innovation and how she can bring a fresh perspective to managing risk. She’s proud to lead a team of approximately 475 employees that is responsible for analyzing and managing the risks that impact Freddie Mac’s Single-Family business of financing more than 1.5 million homes annually.

Her team has become a market leader by partnering with customers to build a bridge between Freddie Mac’s guidance and customers’ operational implementation of smart risk management practices.

Prior to her current role, Ms. Corley led Freddie Mac’s credit pricing, risk transfer and securitization team. She designed pricing strategies for Single-Family mortgages so that prices accurately reflected the risk profile of mortgages received, oversaw the development of innovative structures to sell credit risk, and managed issuance, sale, and distribution of Freddie Mac’s single- and multi-class securities.  In 2014, she and her team were awarded Euromoney’s Global Structured Deal of the Year award and The Banker’s Deal of the Year for the Americas for their first structured agency credit risk (STACR) transaction.  


John Forlines

Senior VP and Chief Risk Officer, Enterprise Risk Division - Fannie Mae

Mr. Forlines is responsible for oversight of the company’s governance and strategy for global risk management. His team provides independent oversight and guidance for managing risk and ensuring compliance including the development and implementation of risk management measures across the company. Mr. Forlines chairs the Enterprise Risk Committee and is a member of the Management Committee, Fannie Mae's leadership team.

Forlines has a bachelor of science in business administration with a concentration in accounting from the University of North Carolina at Chapel Hill and a master of business administration in human resources management from the University of Dallas.  He has also completed the Chief Risk Officer Certificate program at Carnegie Mellon University.


Dr. Jim Gaines

Chief Economist - Real Estate Center at Texas A & M

Dr. Gaines focuses on the Texas economy as well as housing and land development issues throughout the state.  Dr. Gaines has more than forty years’ experience in a broad array of professional real estate activities in consulting, research and education, urban economics, land use analysis and development and project risk assessment.   Dr. Gaines was an Associate Professor of Real Estate and Finance at the University of South Carolina before serving as President of Rice Center, an urban research center affiliated with Rice University.  Dr. Gaines provided extensive real estate consulting services to numerous businesses, financial institutions, developers, and all levels of government organizations during his tenure with Arthur Andersen and KPMG.

Dr. Gaines earned his B.B.A., M.A. and Ph. D. degrees at the University of Georgia.


Troy Garris

Managing Member—Garris Horn, PLLC

Troy is a business owner’s lawyer, priding himself on a results-oriented, pragmatic approach to addressing legal issues in the financial services world.  In his words, “I find out what the business wants, what it needs. If I start there, I can often find a way to get them to the result wanted, or very close to it, in a legal and compliant way.”  

Troy deals with federal and state compliance, enforcement defense, company formation, and mergers and acquisitions (M&A).  In these areas, Troy represents independent mortgage bankers (IMBs), community banks and other depositories, homebuilders, and related entities (e.g., lenders, servicers, title companies, secondary market investors, and equity funds).


Chris George

Chairman - Mortgage Bankers Association

Christopher M. George is the founder, President and CEO of CMG Financial, a privately held Mortgage Bank, headquartered in San Ramon, California. The company conducts business in 50 states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, Fannie Mae and Freddie Mac.

Founded in 1993, the company is widely known for responsible lending practices, industry and consumer advocacy, market innovation and operational agility. Under George's direction, CMG Financial has developed into a robust firm making its products and services available to the market nationally through three distinct origination channels including wholesale, correspondent and retail lending which also serves the home builder, real estate and credit union communities. CMG Financial offers a variety of home financing solutions including their proprietary products and programs, such as the All In One Home LoanTM, which facilitates faster loan payoff, and HomeFundItTM, to enable buyers to raise their down payment.

In addition to his role at CMG Financial, George has served on the MBA's Board of Directors since 2012, is a member of MBA's Independent Mortgage Bankers Executive Council and MBA's Consumer Affairs Advisory Council, as well as an active member of MBA's advocacy efforts. George serves on the Board of Directors for MBA's Opens Doors FoundationTM. He is the immediate past Chairman of MBA's Diversity and Inclusion Committee. Additionally, George is past Chairman for California Mortgage Bankers Association and has served on many advisory boards and task forces within the industry.

In 2012, George established the CMG Foundation, a philanthropic endeavor to support non-profit organizations at both the community and national levels. To date the CMG Foundation has provided valued funding for the Gary Sinise Foundation's R.I.S.E. program, MBA's Opens Doors FoundationTM, Homes for Our Troops, and the Cancer Support Community SF Bay Area programs, as well as benefitting a host of other local organizations.

 



Eric Gilbert

Chief Technology Officer - Polunsky Beitel Green, LLP

Eric Gilbert joined Polunsky Beitel Green, LLP in November 2014. As the Chief Technology Officer, he is responsible for the entire IT network environment as well as leading a team of developers to deliver high quality industry leading applications. Mr. Gilbert has been a leader and visionary in mortgage technology since the mid-90s. He has extensive experience in all facets of the mortgage industry. He has worked as a Loan Originator, Processor, Underwriter, Closer, Quality Control Officer, and Loan Auditor. He has also managed Warehouse Lines, Bulk Loan Sales and was a Vice President of Operations. He has utilized this knowledge by developing industry leading software and procedures. In 1999, he founded Synergy Express Services, Inc. that released a highly sought after closing system as well as one of the first commercially available systems to email closing documents. In addition to his mortgage and programming experience, Mr. Gilbert has extensive knowledge and experience in Network Design, Routing, Telephony and Workstation support. As an active member of ISSA, InfraGard and other Information Security organizations, Mr. Gilbert provides leadership to assure that security is the highest priority for our networks and various IT applications. He graduated from The University of Alabama-Birmingham with degrees in both Real Estate Finance and Finance of Investments and Intuitions. He has the distinction of being recognized by the Financial Executives Institute of Academic Excellence and given The Wall Street Journal Award for being the highest ranked Senior in the School of Business.


Ryan Gilbreath

Vice President, Originations Technology - Caliber Home Loans

Ryan Gilbreath is the Vice President of Originations Technology at Caliber Home Loans. Headquartered in Coppell, TX, Caliber is one of the largest full-service mortgage companies in the nation. Ryan leads the team which focuses on all technology initiatives that impact production, and the various systems that keep everyday originations activities functioning smoothly for consumers, loan originators, broker partners, lenders, realtors/builders and settlement agents. This includes Caliber’s proprietary LOS platform, the Correspondent Lending Portal, the launch of Caliber’s point-of-sale for consumers, and the suite of three mobile apps created to connect consumers and their loan officers, processors, and realtors. His team proudly champions system integrations with valued industry vendors and partners that provide a best-in-class experience, driving innovation and efficiency.


David Horne

Lobbyist

David has spent most of the past 17 years providing government relations advocacy and strategic advice for a broad range of clients.  Prior to starting his own lobbying practice, David spent six years working for Representative Rick Lazio as his Chief of Staff and Senior Counsel for the House of Representatives Banking, Housing, and Community Opportunity Committee.  During 2008-2009 David was the Chief of Staff for the Department of Housing and Urban Development. 

Some of David’s current and past clients include Community Mortgage Lenders of America, San Diego Housing Commission, Multifamily Lenders Council, Veterans United, Freddie Mac, Lehman Brothers, JP Morgan Chase, National Grid, National Low Income Housing Coalition, American Optometric Association, National Association of Realtors, International Swaps and Derivatives Association, HBK Investments, American Land Title Association, National Reverse Mortgage Lenders Association, SentriLock, Real Estate Valuation Advocacy Association, Free Flow Power, Fall River Electric Cooperative, United Guaranty, and ClearCapital.

In his practice, David interacts extensively with Congress and the Executive Agencies, primarily the Department of Housing and Urban Development, the Department of Veterans Affairs, the Consumer Financial Protection Bureau, the Federal Housing Finance Agency, and the Office of Management and Budget.

From 1990 to 1995 David practiced law with Gibson, Dunn & Crutcher in Los Angeles and Washington where he worked mostly on real estate, bankruptcy, and corporate reorganization cases.  David received a Bachelor of Arts from Cornell University and a law degree from Georgetown University Law Center, graduating Magna Cum Laude. 

David has worked on a number of political campaigns and for three years was the political director for the National PAC.  He also worked briefly for the Department of Labor, Department of Commerce, United States Attorney for the District of Columbia, and Representative Cleve Benedict (R-WV).

David is married to Connie Lausten.  They live in Washington with their three wonderful, young children.


Dean Inniss

President, COO - Rocky Mountain Mortgage Company

Dean is a graduate of the University of Wyoming with B.S. in Economics.  He has worked with two large national banks and currently is the President and COO with Rocky Mountain Mortgage Company in El Paso, Texas.
Dean has been in this industry for 35 years.  He currently serves on the Board of Directors for the TMBA and has had numerous positions at the local level.  Dean is very active with the national MBA as well.


Michael Jones

Chief Financial Officer - Thrive Mortgage, LLC

Prior to becoming CFO for Thrive Mortgage, LLC, Michael started his career at PricewaterhouseCoopers in Dallas, TX, after graduating from Baylor University in Waco, TX. After spending three years gaining a wealth of knowledge in tax, Michael decided to join the family business starting as a loan officer in Dallas. The tax background at PwC allowed Michael to instantly become a self-employment expert which he used to build his business and develop a highly sought after niche. In 2015, after three years as a loan officer and branch manager, Michael moved to Austin, TX, to become the Chief Financial Officer of Thrive Mortgage, LLC, joining his father, Roy Jones, CEO, and mother, Barbara Jones, President, in running the company. During flights to various MBA events, Michael hatched the idea for his mortgage novel, Reset, to codify his experience as both a loan officer and a business manager developing and rolling out a more successful loan manufacturing process. As CFO, Michael has spearheaded the company’s success in the eNote and eClosing space and obtained the company’s Freddie Mac and Ginnie Mae tickets.


Kyle Kamrooz

Founder - Cloudvirga

Kyle Kamrooz has 18 years of senior/executive management experience spanning all areas of residential mortgage lending, from wholesale to retail and from direct-to-consumer to correspondent lending. He also has more than 6 years’ experience in fintech, product development and software-as-a-service (SaaS) development.

By age 25, Kyle had built one of the largest direct-to-consumer mortgage lending companies in Orange County. He went on to expand his next business venture into a nationwide mortgage company that processed more than $7 billion in loans yearly and employed more than 500 employees in branch offices across all 50 states.

During his time as a mortgage leader, Kyle witnessed first-hand the massive inefficiencies of the home loan process (why does it take on average 40 days to close a loan?) for both consumers and lenders. He identified the mortgage industry’s critical pain point: it was lagging behind other industries in harnessing the transformative powers of workflow automation and raw data.

To unlock the secret to optimizing the mortgage process, Kyle would need visibility into the detailed intricacies of loan production — so he earned a Direct Endorsement (DE) underwriting approval from the Federal Housing Administration (FHA). Already a seasoned mortgage lending executive, Kyle made a study of mortgage automation and condensing the month-long loan process down to a matter of days at a fraction of the cost.

Then, while serving as executive vice president at one of the nation’s top 40 mortgage lenders, Kyle developed the enterprise digital mortgage platform that would become Cloudvirga.

Kyle co-founded Cloudvirga in early 2016 and continues to guide the firm’s success. In less than three years, he has led Cloudvirga through multiple rounds of investment funding (raising over 80M+), set the vision for the company’s flagship consumer and loan officer point-of-sale (POS) systems, forged technology partnerships with the mortgage industry’s leading service providers, and established a client roster that includes nine of the top 40 (and three of the top eight) non-bank mortgage lenders and over 30,000 mortgage brokers.

Kyle serves on Fannie Mae’s Technology Advisory Board and is an active member of the Mortgage Bankers Association (MBA), the real estate finance industry’s largest trade association. He has helped shape industry policy through his service on the MBA’s Loan Production, Legal and Regulatory Compliance, and State Legislative & Regulatory committees. He has served his local community of Mission Viejo, California, through participation in various activity committees and as an Investment Advisory Commissioner.

 

 

 


Selene Kellam

COO - Thrive Mortgage

A 2018 HousingWire Vanguard recipient, Selene has guided her company to multiple firsts in the industry, including an eClosing initiative which led to Thrive Mortgage completing the first 100% digital mortgage in the State of Texas. Selene was also the chief architect of Thrive Mortgage’s Quality and Efficiency initiative, which aimed to reduce loan origination time to an average of 18 to 21 calendar days.

2019 is the year Thrive Mortgage is opening the floodgates for digital mortgages. With the deployment of several new tools and a new cloud-based platform, Thrive looks to cut even more time off of the origination process. As title companies learn more about how to support this shift in their business – especially with the use of RON (Remote Online Notary) – the future is looking bright.


Matt Kiker

President - Networking Fund

Matt Kiker is a national retail and direct to consumer mortgage lender, based in Houston, Texas.  Prior to joining Network Funding in 2015, Matt worked as a consultant with Garrett, McAuley & Co. where his last engagement was to find a president for Network Funding.

Matt started his three decade long mortgage career the day after he graduated from college and moved up the ranks to the secondary marketing department where he managed and hedged a billion dollar mortgage pipeline.  He later served as an executive at a large wholesale mortgage company where he was responsible for corporate operations, strategic development, technology investment and technology implementation.  Matt also served as Chief Financial Officer for a consumer direct lender where he was a minority owner and board member until the company was sold.  He has been on both sides and the middle of mortgage company acquisitions and mergers.

Matt is a graduate of Baylor University where he studied finance and economics.


David Lykken

Founder, Chief Transformational Officer - Transformational Mortgage Solutions

David is a 45 y ear industry vereran and has been an owner-operator of three mortgage banking companies, a software company and several leading consulting firms. David is passoinate about transforming lives of business owners, their executives and their sales staff and does so through consulting, executive coaching and various communications strategies. He is a frequent guest on Fox Business Network and hosts his own weekly podcast, 'Lykken on Lending' heard Mondays at 1 pm ET at www.LykkenOnLending.com.


Michael D. McAuley

Principal - Garrett, McAuley & Co.

Michael D. McAuley has more than twenty years of commercial banking experience in financing mortgage bankers, homebuilders, and related firms, most recently at JP Morgan Chase. 

Mike is an acknowledged expert in the field of mortgage banking and warehouse lending, and he consults with banks, mortgage bankers, credit unions, and regulators.  He focuses on assisting mortgage bankers with improving their strategies, finances, compliance, secondary marketing, and operations.

Mike is a graduate of Georgetown University in Washington, D.C.; a past chairman of the RMA Warehouse Lenders Roundtable; member of the Warehouse Lending Subcommittee at the Texas Mortgage Bankers Association; and a Graduate with Distinction, Willis Bryant Award finalist, and Lecturer at the School of Mortgage Banking.


Paulina S. McGrath

President, CFO - Republic State Mortgage Company

Since joining Republic in 1999, Republic has grown from two locations to over 30 locations in fifteen states. In 2003, Republic was a recipient of the “Inc 500 Award” from Inc Magazine.

Paulina currently serves as the President of the Texas Mortgage Bankers Association, where she served on the board from 2011-2016. She also has served on the Board of the Community Mortgage Lenders of America (CMLA) since 2011. While serving as Chair of the Board of CMLA, Paulina testified before the House Subcommittee on Financial Institutions and Consumer Credit in April of 2015 to call for Congress to streamline regulations for community-based mortgage lenders. In addition, she is a past president of the Board of Trustees of The Women's Fund, a non-profit organization that provides Houston area women and girls with the tools they need to be advocates for their health.

Paulina has an MA from George Washington University and a BS from Auburn University. She is also an active member of the St. Vincent de Paul Parish and Catholic School. Paulina resides in Houston with her husband, Jim, their two daughters, Anna and Caragh and their son, Jack.


Sameer Mehta

President - Verity Global Solutions LLC

Sam is a serial entrepreneur with businesses ranging from manufacturing critical components for industrial, semi-conductor and the aircraft industry, to commercial real estate and hospitality. 

In his latest venture, Verity Global Solutions which has grown to over 100 employees in just 3 years, Sam applies his keen focus on process management and optimization for the mortgage industry.  Utilizing his decades of experience in engineering and manufacturing Verity strategically identifies and manages portions of the loan origination process from their operations center in Mumbai, India. 
Verity employs a team of professionals that are fluent in English and have an in-depth knowledge of the US Mortgage Industry, Agency Guidelines and various Loan Origination Systems.  By utilizing this abundant labor pool, strong skill set and lower costs, Verity significantly moves the needle for their Mortgage Banking Clients on both efficiency and cost.  Verity’s operations in Mumbai are working 24 hours a day and offer overnight turnaround of assignments.  They are certified to stringent IS0:27001 standards for Physical and IT security.

Sam received his degree in Chemical Engineering from Tulane University and an MBA from The University of Houston Bauer School of Business. He is a resident of San Antonio, Texas where he has lived for over 10 years with his wife Anita and 3 children.  His hobbies include travel, reading, and red wine.  


Jack Nunnery

President, Mortgage Finance - Texas Capital Bank

Jack Nunnery is the Executive Vice President for Mortgage Finance at Texas Capital Bank,
previously serving as Director of Correspondent Lending and as National Production
Manager for Warehouse Lending. He has broad experience in the mortgage industry across
different mortgage origination platforms and in a variety of roles, including counterparty risk
management, mortgage technology, underwriting, post production, and capital markets.
Nunnery received his undergraduate degree from the University of Florida and earned a
Masters of Business Administration from the University of North Florida.


Phil Rasori

COO - Mortgage Capital Trading (MCT)

Mr. Rasori is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT’s HALO Program today. He has also pioneered several metrics that have become standard industry parlance, including “beta pull-through” factors. In addition to banking clients, Mr. Rasori has consulted with GSE agencies and the US Government on hedging best practices for community banks. Mr. Rasori has functionally led MCT operations since 2005 and ascended to his current role as COO in 2007.
Mr. Rasori is a graduate of University of California, San Diego, and holds a B.S. in Management Science.


Steve Remington

Chief Operating Officer - Benchmark Mortgage

Steve is responsible for the day-to-day lending operations of the company’s retail and wholesale origination platform, from point of sale through secondary marketing and servicing.  Steve’s mission for the past 15 years at Benchmark is to focus on the company’s operational infrastructure, investor/agency relations, manufacturing quality, superior customer service and overall profitability.  Steve serves on the Texas Mortgage Bankers Association Board of Directors.  He is a student of the industry, completing the North Lake College School of Mortgage Banking early in his mortgage career, after attending Texas A&M University at College Station. 


Ken Richey

Founder, Mortgage Advisory Services Practice Leader, Mergers & Acquisitions - Richey May

Ken recently transitioned from the role of Managing Partner, where his primary responsibilities included leading firm growth and supporting the firm’s partners in their leadership, management, and technical problem solving efforts.

Under his leadership, the firm has consistently grown every year and has been recognized numerous times by Inside Public Accounting as one of the Best of the Best accounting firms in the country. Ken has instilled a passion for excellence and client service within his leadership and management teams. He works closely with his team to create value-added tax and business advisory solutions for closely held businesses and their owners.


Andy Sandler

Founder, Chair - Treliant Risk Advisors

Andy Sandler is an entrepreneur, investor, and strategic advisor to the financial services industry. He leads Temerity Capital Partners, the Sandler family office and private investment company. Temerity invests in and advises early-stage companies developing new technologies in financial services.

Andy is the founder and CEO of Asurity Technologies. He is also founder of The Sandler Family Foundation, which focuses its philanthropic activities on supporting social entrepreneurship. Andy founded and led Buckley Sandler, a premier financial services law firm and Treliant, a preeminent financial services consulting firm.

Andy has built Asurity Technologies as a complete ecosystem of services focused on making mortgage lending processes more cost effective, timely, and compliant. His vision is for Asurity to be at the forefront of delivering end-to-end, efficient, and compliant products and solutions tailored for the mortgage lending market. To do that he has brought together talent from companies including RiskExec, MRG Docs, and McGlinchey Stafford and Youngblood & Associates to design, build and support analytics and document prep tools complimented by a full suite of service providers and experts. Asurity has offices in Washington, D.C., Dallas, Texas and Knoxville, Tenn., and serves clients nationwide. For the past 30 years, Andy has been a trusted strategic advisor to the financial services industry.

Chambers USA has recognized Andy as “one of the leading stars of the financial services regulatory firmament.” Legal Times named him as a “Legal Visionary” for his role in founding and leading Buckley Sandler and as “Deal Maker of the Year” for his regulatory advice in navigating complex transactions. Andy was named a Public Justice Trial Lawyer of the Year finalist for his representation of the Navajo Nation in its breach of trust litigation with the United States where Andy and his colleagues achieved a $554 million settlement for the Nation in 2014. Andy serves as the Vice Chair of the National Board of Directors of the Cancer Support Community, a global non-profit organization delivering psycho-social support to cancer patients and caregivers. Andy holds a JD and MBA degree from the University of Pennsylvania Law School and Wharton School of Business; an MA from the University of Warwick (U.K., Rotary Foundation Fellow), and a BA from Union College. He is a fellow in the American College of Consumer Financial Services Lawyers. His leadership roles at the American Bar Association Litigation and Business Law Sections have included Chair of the Consumer and Civil Rights Committee and Vice Chair of the Banking Law Committee.

 


Susan Stewart

Vice-Chairman - Mortgage Bankers Association

Susan Stewart is also CEO of SWBC Mortgage, a full-service mortgage banking firm headquartered in San Antonio, Texas.  Susan joined SWBC in 1989 and under her leadership, SWBC Mortgage has grown from three employees to 615 individuals operating in 39 states with annual sales of $3 billion and a servicing portfolio exceeding $10 billion.

She currently serves as a member of MBA's Board of Directors, is the immediate past Vice-Chair of the MBA's Residential Board of Governors (RESBOG).  Susan serves on the board of the MBA Opens Doors Foundation (ODF) and both Susan and SWBC Mortgage have been recognized as Guardian level donors of the organization. Susan currently serves on MBA's Consumer Affairs Advisory Council.  She has previously served on MBA's Loan Production and Fraud Prevention Committees. She is past president of the Texas Mortgage Bankers Association and the San Antonio Mortgage Bankers.  Also, Susan was appointed to the Texas Mortgage Industry Advisory Committee by the Commissioner of the Texas Savings and Mortgage Banking Division.  In 2009, she received the Texas Mortgage Bankers Distinguished Service Award. 

Susan is a regular speaker at various MBA, state MBA, and other industry events.  She received her BBA from the University of the Incarnate Word. Susan and her husband, Van, work in their local community with the San Antonio Homeless Ministry and United Way.  Susan and her husband reside in San Antonio, TX.   

Susan Stewart is Vice-Chairman of the Mortgage Bankers Association and CEO of SWBC Mortgage, a full-service mortgage banking firm headquartered in San Antonio, Texas.  Susan joined SWBC in 1989 and under her leadership, SWBC Mortgage has grown from three employees to 615 individuals operating in 39 states with annual sales of $3 billion and a servicing portfolio exceeding $10 billion.

She currently serves as a member of MBA's Board of Directors, is the immediate past Vice-Chair of the MBA's Residential Board of Governors (RESBOG).  Susan serves on the board of the MBA Opens Doors Foundation (ODF) and both Susan and SWBC Mortgage have been recognized as Guardian level donors of the organization. Susan currently serves on MBA's Consumer Affairs Advisory Council.  She has previously served on MBA's Loan Production and Fraud Prevention Committees. She is past president of the Texas Mortgage Bankers Association and the San Antonio Mortgage Bankers.  Also, Susan was appointed to the Texas Mortgage Industry Advisory Committee by the Commissioner of the Texas Savings and Mortgage Banking Division.  In 2009, she received the Texas Mortgage Bankers Distinguished Service Award. 

Susan is a regular speaker at various MBA, state MBA, and other industry events.  She received her BBA from the University of the Incarnate Word. Susan and her husband, Van, work in their local community with the San Antonio Homeless Ministry and United Way.  Susan and her husband reside in San Antonio, TX.   

 

 


Brian Stoffers

CMB, Chairman Elect - Mortgage Bankers Association

Brian Stoffers is Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm. Under his leadership, approximately 180 professionals have originated approximately $300 billion in loan volume since 2007. Additionally, this practice maintains a loan services portfolio of more than $180 billion globally.

Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, debt funds and loans, Freddie Mac, Fannie Mae, FHA and Wall Street sources.

Prior to the CB Richard Ellis acquisition of L.J. Melody in 1996, Brian served as senior vice president and Southwest Regional Manager for CB Commercial's mortgage banking division. He began his career with Coldwell Banker Commercial in 1981 and became a senior real estate finance officer in the firm's La Jolla, California, office. Brian currently serves on CBRE's Global Operating Committee.

An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves as 2019 Chairman of MBA's Diversity and Inclusion Committee. Brian also serves on MBA's Executive Committee as well as the Chairman of the Audit Committee and co-chair of the GSE Reform Committee. Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.

Brian is an author of numerous industry articles and a regular contributor to national and local publications. He is an experienced guest speaker, panelist and moderator for numerous organizations and industry conferences nationwide, including MBA.

He is an alumnus of San Diego State University where he received a Master of Business Administration in Finance, and California State University, Fullerton, where he received a Bachelor of Arts in Accounting with a Minor in Real Estate.


 


Mark Wilson

Managing Partner - CWDL, Certified Public Accountants

Mark Wilson is the Managing Partner of CWDL, a rapidly growing assurance, tax, and entrepreneurial services firm headquarter in San Diego, CA. Mark is responsible for the vision and direction of the practice as well as the overall management. Mark and his team are passionate about helping entrepreneurs realize their goals. Often, this is accomplished by developing key performance indicators (KPIs), tax planning, and providing a clear understanding of business results.

Prior to starting the CWDL, CPAs he found and sold GEMC, a privately held mortgage bank located in San Diego, CA. In addition, he has served as a CFO for multiple financial service firms, participated raising capital and M&A transactions. Mark’s background as an entrepreneur and CFO provides him with a unique “client sided” perspective that has been proven valuable throughout his twenty (20) year public accounting career.


 

SPONSORS

DIAMOND SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
AmCap Mortgage, Inc.
Arch Mortgage Insurance
Black, Mann & Graham, LLP
Certainty Home Loans/Stearns Lending
Fannie Mae
PrimeLending
Richey May & Co, LLP
Sandler Law Group, LLC
Stewart Lender Services
SILVER SPONSORS
Benchmark Mortgage
Chase
Moss Adams LLP
Mr. Cooper
PPDocs, Inc
Republic State Mortgage Company
Robertson Anschutz Vetters, LLC
RUTH RUHL, P.C.
Security Service Federal Credit Union
SWBC Mortgage Corporation
BRONZE SPONSORS
Bonial & Associates, P.C.
Colonial National Mortgage
Genworth Mortgage Insurance
HomeVantage Mortgage
Mortgage Banking CPAs/CWDL
Mortgage Capital Trading (MCT)
National Mortgage Insurance
PlainsCapital Bank
Plaza Home Mortgage, Inc.
Radian Guaranty
Weiner Brodsky Kider, PC
Wells Fargo Funding
GENERAL
Rocky Mountain Mortgage, Inc.
Simmons Bank

EXHIBITORS

ACC Mortgage
AgentFind
Altisource Solutions, Inc.
American AG Finance
Angel Oak Mortgage Solutions, LLC
BBT
Byte Software
Cadence Bank
Certified Credit Reporting, Inc.
CMG Financial
Core Logic|Mercury Network
Cornerstone Home Lending
Credit Plus
CSC
Dovenmuehle Mortgage
Ellie Mae
Genworth
Goosehead Insurance Agency, LLC
Gregg & Valby, LLP
Home Scout
IBC First Equity
IDS, Inc.
JCAP Private Lending
loanDepot Wholesale
Mortgage Flex Systems
MyCommunity Lending
Optimal Blue
Polunsky Beitel Green, LLP
Paramount Residential Mortgage Group
RBI Mortgage LLC
Reliant Bank
Residential Home Funding
Service First Information Solutions, LLC
ShareStates
SimpleNexus
SouthStar Warehousing
Stronghill Capital
Tag-A-Room
Texas Department of Housing & Community Affairs
Valuation Partners
ValueLink Software

PREMIUM ADVERTISERS

AsurityDocs
Essent Guaranty, Inc.
Goosehead Insurance Company
Polunsky Beitel Green, LLP