convention

SPEAKERS | KEYNOTES

George W. Bush43rd President of the United States and Founder of the George W. Bush Presidential Center
Scott J. Caroselli—Loan Originator, PrimeLending
Christian Peter Chacon—Mortgage Banker, Sente Mortgage
Preston Cone—Deputy Digital Director, 58th Presidential Inaugural Committee
Marsha J. Courchane, Ph.D., CREVice President and Practice Leader, Charles River Associates
Linda DavidsonVP/Branch Manager/Sr Residential Mortgage Loan Originator, Service First Mortgage
Jason DietrichSenior Economist-Research, Markets and Regulations Division, CFPB
Vance Edwards, CMBMarketing Program Director, MGIC
Chuck Gabriel—President, Capital Alpha

Mario GaldosTeam Leader / Senior Loan Officer, Triton Group at Legacy Mutual Mortgage
Marty Green Attorney, Polunsky Beitel Green
Bill HartExecutive Coach, Building Champions
Kimberly HartsoughSenior Vice President-National Production Operations, PrimeLending
David HorneLobbyist and Consultant, David L. Horne, LLC
Nisa Reyes HowardExecutive Vice President of Compliance, PrimeLending
Ari KarenPrincipal, Offit Kurman
Loretta KirkwoodiManaging Director, CrossCheck Compliance
Kara LamphereDirector, Correspondent Lending, Mid America Mortgage, Inc
Paulina McGrathPresident and CFO of Republic State Mortgage Co.
J. David Motley, CMBChairman-Elect, Mortgage Bankers Association
Anand S. RamanPartner Skadden, Arps, Slate, Meagher & Flom LLP
Tim Rood—Chairman of The Collingwood Group
Marvin Stone— SVP, Business Integration, Stewart
Barbara Sydow Senior Executive Vice President and Chief Credit Officer
Mark K. UpdegroveCEO, National Medal of Honor Museum


 

George W. Bush is the 43rd President of the United States. He was sworn into office on January 20, 2001, re-elected on November 2, 2004, and sworn in for a second term on January 20, 2005. Prior to his Presidency, President Bush served for 6 years as the 46th Governor of the State of Texas, where he earned a reputation for bipartisanship and as a compassionate conservative who shaped public policy based on the principles of limited government, personal responsibility, strong families, and local control.

President Bush was born on July 6, 1946, in New Haven, Connecticut, and grew up in Midland and Houston, Texas. He received a bachelor’s degree in history from Yale University in 1968, and then served as an F-102 fighter pilot in the Texas Air National Guard. President Bush received a Master of Business Administration from Harvard Business School in 1975. Following graduation, he moved back to Midland and began a career in the energy business. After working on his father’s successful 1988 Presidential campaign, President Bush assembled the group of partners who purchased the Texas Rangers baseball franchise in 1989. On November 8, 1994, President Bush was elected Governor of Texas. He became the first Governor in Texas history to be elected to consecutive 4-year terms when he was re-elected on November 3, 1998.

Since becoming President of the United States in 2001, President Bush has worked with the Congress to create an ownership society and build a future of security, prosperity, and opportunity for all Americans. He signed into law tax relief that helps workers keep more of their hard-earned money, as well as the most comprehensive education reforms in a generation, the No Child Left Behind Act of 2001. This legislation is ushering in a new era of accountability, flexibility, local control, and more choices for parents, affirming our Nation’s fundamental belief in the promise of every child. President Bush has also worked to improve healthcare and modernize Medicare, providing the first-ever prescription drug benefit for seniors; increase homeownership, especially among minorities; conserve our environment; and increase military strength, pay, and benefits. Because President Bush believes the strength of America lies in the hearts and souls of our citizens, he has supported programs that encourage individuals to help their neighbors in need.

On the morning of September 11, 2001, terrorists attacked our Nation. Since then, President Bush has taken unprecedented steps to protect our homeland and create a world free from terror. He is grateful for the service and sacrifice of our brave men and women in uniform and their families. The President is confident that by helping build free and prosperous societies, our Nation and our friends and allies will succeed in making America more secure and the world more peaceful.

President Bush is married to Laura Welch Bush, a former teacher and librarian, and they have twin daughters, Barbara and Jenna. The Bush family also includes two dogs, Barney and Miss Beazley, and a cat, Willie.

Please check back regularly for up-to-date information.


Scott J. CaroselliScott J. Caroselli

Loan Originator, PrimeLending

Scott J. Caroselli has been in the residential mortgage industry for over 25 years. Scott has earned an outstanding reputation as a trusted loan specialist and boasts and impressive 24-year tenure at PrimeLending, A PlainsCapital Company. Scott’s minimum benchmark is excellence, therefore he is driven to exceed his clients’ expectations at every stage of the homebuying process. Scott has created a unique ability to specialize in customizing loan programs to meet individual needs and lifestyle changes. His services go well beyond the closing of each transaction. If in the future you have any questions or needs, please don't hesitate to call Scott.


Christian Peter ChaconChristian Peter Chacon

Mortgage Banker, Sente Mortgage

“Nothing as simple as greatness; indeed, to be simple is to be great” – Ralph Waldo Emerson

Inspired by his father's love for the work and success at Sente Mortgage, Christian Peter began a mortgage-banking career in early 2012. Since then, he has secured an amazing group of hardworking, creative team members excited to share his mission in helping others through mortgage lending. He and his team have helped countless families discover creative, reassuring ways to achieve their home buying dreams. Focusing on a client first approach and making sure to do the “simple” things that make each client feel loved and appreciated.


Preston ConePreston Cone

Deputy Digital Director, 58th Presidential Inaugural Committee

Preston has owned and operated app development companies, worked at Facebook as a Digital Marketing Expert, and was the first to be featured on the Facebook Success Stories website. He led the digital design and graphics team that raised over 150 million dollars for the Donald J. Trump for President campaign, and was the Digital Director for the 58th Presidential Inaugural Committee as a senior staff member.

• Deputy Digital Director @ 58th Presidential Inaugural Committee
• Digital Project Manager @ Donald J. Trump for President
• Marketing Expert @ Facebook
• Partner @ BringinUpBaby (digital scrapbooking app for families)
• Owner @ Synthesis Creative (app development)
• Partner @ Ruggedly Elegant


Marsha J. Courchane, Ph.D., CRE

Vice President and Practice Leader, Charles River Associates

Dr. Marsha J. Courchane, Vice President and Practice Leader, Charles River Associates, heads the Financial Economics Practice in the US/UK and is a leading expert in the areas of mortgage and consumer lending. Dr. Courchane engages in research, consulting, and litigation support with respect to mortgage markets, discrimination in lending, consumer credit, credit scoring, securitization, credit risk, and redlining issues. She has published in several academic journals, including the Atlantic Economic Journal, Journal of Real Estate Research, Journal of Economics and Business, Housing Policy Debate, Applied Economics, Journal of Housing Research, Journal of Real Estate Finance and Economics, Canadian Journal of Economics, Property Management, International Real Estate Review and Real Estate Economics. She is a member of Counselors in Real Estate (CRE). She is the Executive Vice President of the American Real Estate and Urban Economics Association (2008–current).


Linda DavidsonLinda Davidson

VP/Branch Manager/Sr Residential Mortgage Loan Originator, Service First Mortgage

Linda Davidson, VP/Branch Manager/ Sr Residential Mortgage Loan Originator with Service First Mortgage began her career in 1997 and quickly found her passion. Growing up in government housing, Linda understands from experience how blessed that she is to create homeownership for hundreds of families every year.    Because of her passion for low to moderate buyers, Linda and most of her team members have their FHA DE underwriter certification, which gives them a unique position in the marketplace. Due to Linda’s strong knowledge of the industry, guidelines and the mortgage and real estate market as a whole, Linda is also a contributing planning member and coach with The Duncan Group and on the Faculty for Vantage Productions.

Linda has been included in DMagazine Best Mortgage Professional for multiple years, was honored by Mortgage Professional America to be among 50 Women Who’ve Made Their Mark On The Industry and has been voted by a local newspaper as the Top Mortgage Team in the area every year for the last 19 years.    In addition to her extensive knowledge of FHA, she is an expert and “Go To” person for USDA and VA, as well as Texas Vet (TVLB).  Although she is known as the “Government Queen”, she averages a good portion of her business in Conventional mortgages because of her reputation as the expert in her marketplace. 

Linda is not only a Top Producer in her company but also manages and leads the top unit producing branch.   Her proven systems and mentoring have increased her branch Loan Officers’ production, as well as her own, year after year and it is exciting for her to facilitate an environment of growth for others. 

Linda credits her faith and perseverance that she learned from her mom.  Married to her husband, David, she is the proud mother of two sons, two step-sons, and grandmother of eight.  Linda is also very active in her community and church.


Jason Dietrich

Senior Economist-Research, Markets and Regulations Division, Consumer Financial Protection Bureau

Jason Dietrich is a Senior Economist in the Research, Markets and Regulations Division at the Consumer Financial Protection Bureau. He has been at the CFPB since October, 2012. Prior to this he was a Senior Economist at the FRB and Fair Lending Lead Expert at the OCC. Jason’s primary responsibility is to conduct statistical analyses of a variety of fair lending risks including underwriting, pricing, redlining and steering. In addition, he conducts independent research on methodological issues related to fair lending analyses. He has recently published articles in The Journal of Applied Statistics, Journal of Real Estate Finance and Economics, and The Journal of Economic and Social Measurement. Jason received his Ph.D. in Economics from North Carolina at Chapel Hill in 1999.


Vance Edwards, CMBVance Edwards, CMB

Marketing Program Director, MGIC

Vance Edwards joined MGIC in 1999 and currently serves as a Marketing Program Director. Among Vance’s responsibilities is heading up MGIC’s marketing promotions and sales training efforts.

In addition, Vance leads MGIC initiatives with Realtors and consumers, especially first-time homebuyers. He has spoken numerous times to Realtors and loan originator audiences on topics including: first-time homebuyers, credit scores, economic overview, mortgage industry, and sales skills.

Vance holds a Bachelor degree in Communication with an emphasis in Advertising and Public Relations from the University of Wisconsin – Stevens Point. He is also a certified FICO professional and received his Certified Mortgage Banker (CMB) designation from the MBA.

Winner of two national playwriting contests, Vance lives in Menomonee Falls, Wisconsin with his wife Carrie and children Hailey and Trevan. In his spare time he can seen performing original sketch comedy and improv as a member of McMann & Tate Productions, the resident theater company of the Cedarburg Cultural Center.

MGIC is the pioneer of an industry that has helped millions of families achieve the dream of home ownership and remain dedicated to trailblazing new ways of making mortgage lending simpler, quicker and more accessible. As the premier provider of today’s private mortgage insurance, MGIC marries innovative programs with unrivaled customer support, empowering our customers to help their borrowers achieve homeownership sooner with affordable, safe, low down-payment mortgages.


Chuck GabrielChuck Gabriel

President, Capital Alpha

Charles Gabriel is a thirty-two year veteran of political forecasting for institutional investors and President of Capital Alpha. In addition to election risk and overall policy-related investment strategy, he specializes in trends and developments impacting the mortgage, specialty finance, and education sectors. From 1995-2007, Gabriel worked for Prudential Financial, ultimately serving as senior vice president and head of Prudential Equity Group (PEG) Washington Research. He joined Prudential in February 1995, twelve years after entering the field as a partner in The Washington Forum, a division of the former Drexel Burnham Lambert. He was cited on the Institutional Investor All- American Team every year between 1994 and 2006, and has been a frequent guest on business-related television shows.


Mario GaldosMario Galdos

Team Leader / Senior Loan Officer, Triton Group at Legacy Mutual Mortgage

San Antonio, TX. In the year 2000, Mario Alejandro Galdos began his career in the banking industry while going to the University of Texas at San Antonio. He had his first son, Darien Alexander Galdos at an early age and was committed to not letting him down. Fascinated with finance, in January 2005 Mario geared his focus towards Mortgage Lending at a retail Mortgage Company who specialized in home refinances. He learned the business quickly and weathered the storm and market crash of 2008. Adapting to change is something Mario is used to. The market halt focused his attention towards home purchases and the loan options available then and now such as FHA, VA, USDA, and Conventional (Fannie Mae and Freddie Mac) Primary, Secondary, Investment, and One and Two Time Close Construction Loans. In 2012 Mario married his wife Stephanie Christine, and they settled into their home in Garden Ridge, TX. Summer of 2014 they had a baby boy and name him Triton Alexander Galdos. Thus spawned Triton Group at Legacy Mutual Mortgage. Again, much like when he started in banking, Mario is determined to live up to the name of the company and ensure that each and every relationship formed makes a difference in the lives of others!


Marty GreenMarty Green

Attorney, Polunsky Beitel Green

Marty Green leads the Dallas office of Polunsky Beitel Green, one of the country's top residential mortgage law firms. Mr. Green is an accomplished attorney with more than 20 years of experience in the legal, banking and financial services industries. He is the former Executive Vice President and General Counsel for Dallas’ CTX Mortgage Co. and previously worked with the Baker Botts law firm in Dallas as Special Counsel. In his role as leader of the firm’s Dallas office, Mr. Green advises clients on the latest rules and regulations covering residential lending, in addition to building on Polunsky Beitel Green’s long tradition of delivering loan closing documents with speed and accuracy. Mr. Green is admitted to practice before all Texas state and federal district courts in addition to the U.S. Court of Appeals for the Fifth Circuit. An honors graduate of the University of Texas School of Law, he earned his undergraduate degree at Southern Utah University. Texas Monthly has selected him as a Super Lawyer for 2013, 2014 and 2015.


Bill HartBill Hart

Executive Coach

Even before Bill joined the Building Champions coaching team, he was helping people close the gap between dreams and reality. By asking questions, digging deep into people’s lives and offering a valuable outside perspective he’s helped lead others to success one by one.

Bill came to Building Champions after enjoying a dynamic 25-year sales and consulting career highlighted by the development of long-term relationships and high profile visibility in the real estate and mortgage industries, primarily in the areas of sales and marketing, public presentations and strategic partnering.

Bill's experience includes serving as Director of Recruiting for the Southern California Region of Century 21® Real Estate Corporation and Senior Vice President of The Duncan Group, where he traveled the country speaking to real estate and mortgage audiences about high performance agents in the real estate industry.

Over the past 17 years, Bill has been the voice of the TalkJet monthly audio interview series that showcase top-producing real estate agents. During that time, Bill has interviewed over 200 of the country’s top REALTORS®. He has also been featured in a variety of industry publications sharing his observations on the mortgage industry and what separates top performers.

Passionate about showing appreciation for American troops, Bill actively supports The Boot Campaign, a grassroots initiative designed to show troops our appreciation, raise awareness for the challenges they face when returning home and financially support their transition. He also serves on the board of The Sparta Project, a leading PTSD treatment program that works with First Responders. Bill currently lives in Moorpark, California, with his wife and enjoys "doing life" with his family, working on a current book project and playing golf.


Kimberly Hartsough Kimberly Hartsough

Senior Vice President, National Production Operations for PrimeLending

Kimberly Hartsough joined PrimeLending in August, 2012 as National Operations Manager for PrimeLending Ventures, and is now SVP of National Production Operations where she is responsible for the Leadership, Training, and Development of our Regional/Area Operations Managers, National Processing Team, and all Branch Operations team members. Kimberly is focused daily on the development, implementation, and communication of our Loan Fulfillment process and technology systems to meet our production, quality, compliance, and customer service goals. In her 16 years in the mortgage industry, before joining PrimeLending, Kimberly has been successful in numerous roles including Escrow Closing Agent, Loan Processing, Branch Operations Manager, Regional Operations Manager, and Mortgage Loan Officer. Kimberly is passionate about working daily with PrimeLending’s Sales and Operations to continue to cultivate positive and successful relationship, as well as maximizing efficiencies for our Production and Operations Team focusing on technological advancements within the Mortgage Lending Industry.


David HorneDavid Horne

Lobbyist and Consultant, David L. Horne, LLC

David has spent most of the past 14 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. In addition, David served as Senior Advisor, and as part of the management team, for Mr. Lazio’s Senate bid.

Some of David’s current and past clients include Community Mortgage Lenders of America, 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, San Diego Housing Commission, National Reverse Mortgage Lenders Association, SentriLock, Real Estate Valuation Advocacy Association, Free Flow Power, Fall River Electric Cooperative, United Guaranty, and Mortgage Investors Corporation.

In his practice, David interacts extensively with Congress and the Executive Agencies, primarily the Consumer Financial Protection Bureau, the Department of Housing and Urban Development, 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 bankruptcy, real estate, 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.


Nisa Reyes Howard

Executive Vice President of Compliance, PrimeLending

Nisa Reyes Howard serves as the Executive Vice President of Compliance. She is responsible for managing PrimeLending’s Compliance Department and functions, which includes monitoring of the regulatory environment, testing of regulatory compliance, operations and sales support, document management, and regulatory relations.

Nisa has been in the financial services industry for more than 20 years, with an emphasis on mortgage lending. She has held several senior compliance roles and is a State Bar of Texas Licensed Attorney.

Prior to joining PrimeLending, Nisa served as Senior Compliance Director of the Independent Review Group for CitiMortgage with oversight of the National Mortgage Settlement; Director of Production Compliance for MetLife Bank N.A. which supported both Forward and Reverse Originations; and several roles for Bank of America Home Loans (formerly Countrywide Home Loans), including 1st Vice President—Wholesale Compliance and Operational Risk and Production Attorney in the Legal Department.

Ari Karen

Ari Karen is an experienced litigator who focuses his practice in representing financial institutions in both government investigations and litigation before state and federal trial and appellate courts nationwide. He represents clients on matters concerning banking regulations, Dodd Frank financial reform laws, contractual disputes, employment and labor statutes, wage-hour class actions, employment discrimination and fair lending matters, whistleblower complaints and non-competition claims, among others. Mr. Karen is a Principal in Offit Kurman's Financial Institutions Regulatory and Labor and Employment practice groups, as well as the CEO of Strategic Compliance Partners (SCP).


Loretta Kirkwood

iManaging Director, CrossCheck Compliance

Loretta is a managing director with responsibility for CrossCheck’s Fair Lending practice which includes fair lending, HMDA, and CRA.

Loretta is a regulatory compliance and risk management executive with over thirty years of experience in the financial services industry. Her most significant area of focus is fair and responsible lending risk management, including compliance management system and program development, qualitative and quantitative risk assessments, data quality management, process mapping, and staff training. Her knowledge of bank regulations, operations, and technology provide an integrated approach to assisting banks in developing and implementing effective regulatory risk management programs. She has assisted numerous financial institutions with enforcement action remediation, regulatory investigations, exam management, assessments of fair and responsible lending programs, HMDA and CRA process optimization, CRA performance evaluation, and leveraging technology to ensure integrity in data capture and process management.

Kara LamphereKara Lamphere

Director, Correspondent Lending, Mid America Mortgage, Inc

Kara Lamphere is a financial services professional with 20+ years of experience. She is highly skilled in management with extensive experience in team building, training and employee development with proven success in managing: internal audit, compliance, quality control, fraud, counterparty risk and relations, correspondent operations, and accounting.

Ms. Lamphere has a Bachelor’s Degree in Accounting and holds a Certified Internal Auditor license. Her experience has been predominately in financial services with a short stint in public accounting. She began her career as a teller and new accounts representative in college. Internal audit and compliance have been the focus of her career by serving as chief compliance officer of a bank, chief compliance officer of a mortgage lender, and VP-compliance for a mortgage subsidiary which generated $1 billion monthly in mortgage loans. She has also served as a consultant and auditor for banks ranging from $100MM in assets to over $1B in assets. Currently, she is Chief Compliance Officer and Director, Correspondent Lending for Mid America Mortgage.


Paulina McGrathPaulina McGrath

President and CFO of Republic State Mortgage Co.

Paulina McGrath is President and CFO of Republic State Mortgage Co. Since joining
Republic in 1999, Republic has grown from two locations to over 30 locations in twelve
states. In 2003, Republic was a recipient of the “Inc 500 Award” from Inc Magazine.
Paulina currently serves as the Secretary/Treasurer of the Texas Mortgage Bankers
Association, where she has served on the board since 2011. 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 the
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.


David StevensJ. David Motley, CMB

Chairman-Elect—Mortgage Bankers Association

David Motley, Chairman-Elect of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage.  

Colonial Savings, a federally chartered thrift institution headquartered in Fort Worth, Texas, maintains a network of eight depository branches and 23 loan production offices, and now services more than $26 billion in residential home mortgages.  With more than 36 years in the banking and mortgage finance sector, David oversees the management of consumer/commercial banking; consumer direct, retail and credit union mortgage channels; as well as human resources, legal and marketing functions.

David has been an active member of MBA for more than two decades. He serves as the 2017 Chairman of MBA's Diversity and Inclusion Committee. He has also served on MBA's Board of Directors for six years, and has served on MBA's Residential Board of Governors (RESBOG) since 2008, including two years as RESBOG Chair.  David has participated on MBA's Secondary and Capital Markets, Residential Loan Production and Loan Administration Committees, and as the Servicing-21 Working Group Co-Chair. He has received MBA's Andrew D. Woodard Distinguished Service and Top 25 Member Heads of Mortgage Awards. Dedicated to grassroots advocacy, David has been an active member of the Texas MBA (TMBA) since 1995. With the TMBA, he has served on numerous committees including Government Relations, Convention, TMBPAC, Legislative, and Young Mortgage Bankers.  He served on the Board of Directors from 1999-2005.

He has a B.A. in Economics from the University of Texas at Austin, is a graduate of the School of Mortgage Banking, and holds a Certified Mortgage Banker designation.  David was also a member of the Community Bank Advisory Counsel for the Consumer Finance Protection Bureau in 2015 and 2016.


Anand S. RamanAnand S. Raman

Partner Skadden, Arps, Slate, Meagher & Flom LLP

Anand Raman is the co-leader of Skadden’s Consumer Financial Services practice, where he focuses on the representation of financial institutions in complex litigation and governmental investigations regarding fair lending and other laws. The matters that he has handled span the entire range of consumer financial services issues, including fair lending, unfair and deceptive trade practices, subprime lending practices, automobile lending, credit reporting, mortgage fraud, redlining, credit card practices and mortgage loan servicing. Mr. Raman regularly handles matters before the Consumer Financial Protection Bureau, the Department of Justice, the Federal Trade Commission, federal bank regulatory agencies, including the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency and state attorneys general. He also represents financial institutions in commercial disputes and in connection with private class action litigation concerning the Fair Housing Act, the Equal Credit Opportunity Act, and state and federal unfair and deceptive trade practices statutes. Mr. Raman has substantial experience in the statistical review and analysis of lending data. He is a fellow in the American College of Consumer Financial Services Lawyers and is ranked in Band 1 in Chambers USA: America’s Leading Lawyers for Business.


Tim RoodTim Rood

Chairman, The Collingwood Group

Tim Rood is the Chairman of The Collingwood Group, which he co-founded in 2009.  Mr. Rood was co-founder and managing director of the firm’s predecessor company, Capital Financial Solutions.  The Collingwood Group’s primary focus is in the financial services sector, and the firm offers advisory and consultative services combined with access to decision makers, financial sponsors, corporate boards, and senior industry executives. 

Mr. Rood brings more than two decades of mortgage industry and entrepreneurial experience to The Collingwood Group.  He advises organizations to optimize the business opportunities and to mitigate and manage the risks in and around Washington, DC. Mr. Rood is a sought after and regular contributor to various national media outlets including CNBC, Bloomberg Television, FOX Business News, Washington Post, New York Times, Wall Street Journal, and the American Banker.

Prior to co-founding Capital Financial Solutions and then subsequently, The Collingwood Group, Mr. Rood was a senior executive of First American Corporation and also served in senior leadership roles within Fannie Mae’s eBusiness Division.   During his tenure at Fannie Mae, Mr. Rood consulted Fortune 100 executives from insurance, financial services, and banking industries on the strategic and economic opportunities and challenges associated with residential and commercial mortgage enterprises.


Marvin StoneMarvin Stone

SVP, Business Integration, Stewart

Marvin Stone holds the position of SVP, Business Integration for Stewart. Currently focused on improving the consumer experience through eSign, eClosing and eMortgage efforts, Stone works closely with real estate, mortgage and title innovators in partnership with industry associations and technology vendors. Since joining Stewart in 2007, Stone has overseen a wide variety of technology, process and compliance initiatives across the direct, agency and centralized title divisions which most recently included CFPB TRID implementation. Prior to joining Stewart, he served as CIO for a large, West Coast title agency and held strategic positions with other national underwriters and mortgage lenders. Stone is a frequent speaker at title, mortgage and real estate industry events and is active on social media including Twitter posts on the latest in FinTech - @MarvinStone.


Barbara SydowBarbara Sydow

Senior Executive Vice President and Chief Credit Officer

Barbara Sydow, Senior Executive Vice President and Chief Credit Officer, has more than 35 years of operational and credit specific mortgage industry experience supporting retail, wholesale and correspondent lending in decentralized environments. The last 25 years of Executive and Strategic level experience have focused on technology implementations, efficiency improvements, scalability of customer focused operational and credit teams in addition to sound operating controls.

Current responsibilities include Operational Oversight, Policy & Procedures, Credit Risk, LOS Implementation, Learning & Development and Retail Business Support.

Previous operational or credit management positions held included Sr. Vice President or Executive Vice President levels with Countrywide Home Loans, Chase Manhattan Mortgage, Aurora Loan Services and Met Life Bank.


Mark K. Updegrove

CEO, National Medal of Honor Museum

An author and former media executive, Updegrove will become the CEO of the newly minted National Medal of Honor Museum planned for the Charleston harbor in Mt. Pleasant, S.C. Formerly, Mark K. Updegrove served as the fourth director of the LBJ Presidential Library.

During his tenure at the library, he hosted the Civil Rights Summit in 2014, which featured Barack and Michelle Obama, George W. and Laura Bush, Bill Clinton, and Jimmy Carter, and the Vietnam War Summit in 2016, which included John Kerry and Henry Kissinger. He also oversaw the renovation of the library's core exhibits on President Johnson and his administration.

He has authored four books: Second Acts: Presidential Lives and Legacies After the White House (2006); Baptism by Fire: Eight Presidents Who Took Office During Times of Crisis (2009); Indomitable Will: LBJ in the Presidency (2012); and Destiny of Democracy: the Civil Rights Summit at the LBJ Presidential Library (2015). His next book, The Last Republicans: George H.W. Bush and George W. Bush--the Boundaries of Love and the Limits of Power, will be published by HarperCollins in November 2017. He has conducted exclusive interviews with five U.S. presidents.

Updegrove has also written for American Heritage, The NationNational GeographicParadePoliticoTexas MonthlyThe Daily BeastThe New York Times, Time, and is a contributor to ABC News on matters relating to the presidency, and a contributor to CBS Sunday Morning.

Earlier in his career, Updegrove served as manager of Time in Los Angeles; president of TimeCanada, Time's separate Canadian edition and operation; and publisher of Newsweek in New York.

 

SPONSORS

DIAMOND SPONSORS

goosehead Insurance

PLATINUM SPONSOR

Fannie Mae
MCT Trading
MCT Trading
MCT Trading

GOLD SPONSORS

AMCAP Mortgage, LTD
Benchmark Mortgage
CMG Financial, Inc.
Comerica Bank - Warehouse Lending
Genworth Mortgage Insurance
Highlands Residential Mortgage
MIAC
NexBank SSB
Pingora Asset Management, LLC  
Republic State Mortgage Company
SecurityNational Mortgage Company
Stewart Lender Services
SWBC Mortgage Corporation
Towne Mortgage Company  
Wells Fargo Funding

SILVER SPONSORS
Arch Mortgage Insurance
Black, Mann & Graham, LLP
Envoy Mortgage, Ltd.
Essent Guaranty
Freedom Mortgage
Gateway Mortgage Group, LLC
Georgetown Mortgage
Gregg & Valby, LLP
Legacy Mutual Mortgage
LenderLive
McGlinchey Stafford and
Youngblood & Associates, PLLC
Mortgage Guaranty Insurance Corporation
Moss Adams
OS National, LLC
PeirsonPatterson, LLP
PlainsCapital Bank
Plaza Home Mortgage
Polunsky Beitel Green, LLP
Radian Guaranty, Inc.
Richey May & Co., LLP
Robertson Anschutz Vetters
RUTH RUHL, PC
- Attorney At Law
Security Service Federal Credit Union
Sente Mortgage
ServiceFirst Mortgage
Starkey Mortgage
Trelix Global Fulfillment

BRONZE SPONSORS
Chase
Colonial National Mortgage
First Continental Mortgage Company
Franklin American Mortgage Company
Home Trust Company
Lenders One
LoanTek
MERSCORP Holdings, Inc.p;
National MI
Pacific Union Financial
Southwest Bank Mortgage Warehouse Lending

GENERAL SPONSORS
Austin Mortgage Bankers Association
Cenlar FSB
Fidelity National Financial, Inc.

 

EXHIBITORS

360 Mortgage Group, LLC
ACC Mortgage
AI Foundry
Angel Oak Mortgage
BB & T
BKD LLP
BOFI Federal Bank
Built Technologies Inc.
Byte Software, LLC
Calyx Software
CBCInnovis 
Chase Home Finance
Certified Credit Reporting, Inc
Corporation Service Company
Credit Plus
DataFacts
Ditech Mortgage Corp
DocuPrep Inc
Dovenmuehle Mortgage, Inc.
FACTintel, LLC
Factual Data
Fannie Mae
Finance of America
First Guaranty Mortgage Corporation
Freedom Mortgage
Gooi Mortgage, Inc
Goosehead Insurance
Hanszen LaPorte LLP
Highlands Residential Mortgage
IBC First Equity
IDS, Inc
LoanTek
Matic Insurance Services Inc
MB Financial Bank
MCT Trading
Mercury Network
Mid America Mortgage, Inc
Mortgage Educators and Compliance
Mortgage Financial Services
Mortgage Peer Network LLC
MRG Document Technologies
OpenClose
Optimal Blue
OS National
Pavaso
PPDocs, Inc
PRMG
Premier Nationwide Lending
PrimeLending
Property Interlink
Quote Slash/Insurance Express
SouthStar Bank, S.S.B.
Stewart Insurance and Risk Management
TenA Companies, Inc.
TexasFile
Texas Capital Bank, N.A.
TX Dept of Housing & Community Affairs
TX Dept of Savings & Mortgage Lending
The Accurate Group of Texas, LLC
The StoneHill Group
Towne Mortgage Company
Trinity Real Estate Solutions
Valuation Partners
Venture Solutions
VirPack
Workway
XDOC
XINNIX Inc