We are busy putting together the 2017 agenda. Is your company interested in putting on a session? Visit our Sponsor page for additional details.
View the 2016 Agenda Below
Is your company interested in putting on a session at our 2016 conference? Visit our sponsorship page for more details.
June 23, 2016
Schedule at a Glance
8:00 AM Registration, Continental Breakfast & Networking
Registration sponsored by:
8:30 AM – 9:40 AM General Session
9:40 AM – 10:00 AM Coffee break with Exhibitors
10:00 AM – 11:00 AM Concurrent Sessions
choose from one of two
11:00 AM – 11:15 AM Break
11:15 AM – 12:30 PM General Session
12:30 PM Conclusion
Hear from industry experts including:
8:30 AM General Session Speakers
Paul T. Pouliot, First Vice President, Mortgage Manager, Federal Home Loan Bank of Boston
FHLB System Your One stop Shopping Partner for the Secondary Market
Come and listen to what the Federal Home Loan Bank of Boston is doing about providing liquidity for the Housing Finance Industry, new initiatives that will promote job growth and new or enhancements to the Mortgage Partnership Finance program.
Bio: Paul Pouliot joined the Federal Home Loan Bank of Boston in May 2000 as Vice President/Mortgage Manager. In December 2001 he was promoted to First Vice President. Paul has responsibility for the marketing and overall approval process of prospective Participating Financial Institutions (PFIs). He currently serves on the MPF Partnership Committee for the FHLB System. He has dedicated more than 40 years to the mortgage banking industry and holds a Master Certified Mortgage Banker designation from the Mortgage Bankers Association of America. He co-founded Colonial Mortgage, Inc and helped direct its operations until CFX Mortgage (which was subsequently acquired by Peoples Heritage Savings Bank) acquired the company. Mr. Pouliot served as president and CEO of Peoples Heritage Mortgage Corporation, a wholly owned subsidiary of Peoples Heritage Savings Bank, before taking on duties at the bank. He created one of the first nationally recognized pledge savings account mortgage concepts called the “ACTION” mortgage that was subsequently sold to MGIC. He is a frequent speaker on real estate lending technology and mortgage banking topics. He operated his own consulting firm specializing in the mortgage banking industry. He assisted Fannie with the concept of the Fannie Mae Majors mortgage back securities. He had been a member of the faculty for the School of Mortgage Finance for ten years sponsored by Freddie Mac in McLean, VA. He also served as a member of the New Hampshire Housing Finance Authority Board of Directors for several years. He was past president of the Mortgage Bankers Association of New Hampshire.
Annie Blatz, President, Massachusetts Association of REALTORS®
The Massachusetts Association of REALTORS® is a professional trade association for licensed real estate practitioners and serves in a federated relationship with the state’s 13 local REALTOR® associations. Membership in the organization is voluntary and consists of both residential and commercial agents and brokers as well as industry affiliates. MAR’s membership currently consists of approximately 20,500 real estate licensees, and only MAR members are authorized to use the trademark term, REALTOR®. The state association’s headquarters is located in Waltham, MA
Timothy Warren, Jr., CEO, The Warren Group
As one of New England’s foremost real estate thought leaders, Tim Warren will take you through The Warren Group’s extensive sales and property data. By combining the most up-to-date real estate statistics, framed with an in-depth historical perspective, you will start to see a one-of-a-kind illustration of the current marketplace. Mr. Warren’s session will address pressing questions, including when the significant effects of the foreclosure crisis will subside and how inventory levels will replenish themselves in the coming years.
Bio: Timothy M. Warren Jr., CEO of The Warren Group, is the fourth generation of family ownership and management. A graduate of Bowdoin College, Tim joined the family business in 1973, rose to president in 1988, and CEO in 2004. He has played a vital role in extending the company’s comprehensive real estate database, growing its publishing and events business and expanding public relations efforts.
Mr. Warren is a regularly shares his analysis of real estate issues to major news outlets, including The Boston Globe and Boston Herald; radio stations WBUR and WBZ; and television, including appearances on Fox 25 News, NECN Business, The Chronicle (WCVB) and the Emily Rooney Show (WGBH). Tim serves on the advisory board of the Rappaport Institute for Greater Boston and the Family Business Association Advisory Council.
10:00 AM – 11:00 AM Concurrent Sessions – choose from one of two
Panelists will touch upon cutting edge technology and media, provide legal perspective, discuss life after TRID and pitfalls in your communications. More details coming soon.
Kimberly Allard, Past President of MAR, Century 21
With over 17 Years of Real Estate Experience, Kimberly Allard’s dynamic approach to sharing and presenting information will help refresh your professional development offerings. Kimberly is a very active Selling Broker/Owner and that’s not likely to change. She is excited about taking her 15 years of hospitality management experience, 30 years of training experience and real estate experience and combining it ( with her usual humor) to get your programs on the fast track for success!
Richard Vestein, President, Vestein Law Group, P.C.
Richard D. Vetstein, Esq. is a nationally recognized real estate attorney, helping people buy, sell, and finance real estate. Mr. Vetstein is the past Chair of the Boston Bar Association’s Title & Conveyancing Committee and was also named as one of Inman News’ Most Influential People in Real Estate. Mr. Vetstein has testified before the state legislature on landlord’s rights and title clearance legislation. Mr. Vetstein’s popular Massachusetts Real Estate Law Blog has won several awards including the American Bar Association’s Top Legal “Blawg” award. Mr. Vetstein also gives legal seminars to Realtor and property owner groups across the state. When he is not practicing law, Rich enjoys boxing workouts, arguing politics on Facebook and hanging out with his two kids.
William Pastuszek, Principal, Shepherd Associates, LLC – Real Property Valuation and Consulting
The principal of Shepherd Associates is William J. Pastuszek, Jr., MAI, SRA, MRA. He has been involved in real estate appraising for more than 25 years and is licensed in several New England states. His license number as a Massachusetts General Certified Real Estate Appraiser is #10. Bill has a background in banking and property management/development. His appraisal experience includes residential and commercial practice areas His clientele includes financial institutions, attorneys, accountants, governmental entities, corporations and private individual. He has qualified as an expert witness in many jurisdictions.
An active instruction and education developer, Mr. Pastuszek teaches for a number appraiser and real estate organizations. He was chair of the Commonwealth of Massachusetts Board of Registration of Real Estate Appraisers and a member of the Appraisal Standard Board of the Appraisal Foundation. He has served as Trustee of the Massachusetts Board of Real Estate Appraisers and on the Board of Directors for the local chapter of the Appraisal Institute. He was recently inducted into the Massachusetts Appraiser Hall of Fame.
Panelists will discuss best practices, how to achieve and sustain grown and provide lenders perspective.
More details coming soon.
Amy Slotnick, Branch Manager, Fairway Independent Mortgage
Amy Slotnick utilizes over 33 years of industry experience in her daily function as Branch Manager and Loan Originator at Fairway Independent Mortgage Corporation. She joined the company in 2007 and quickly became the company’s number one producing loan originator, a title she held for six years. In 2014 Amy became a Branch Manager and over the past two years has grown the office three-fold and added a satellite office in Hingham, MA to her existing branches in Newton and Holden, MA.
Slotnick began her career in the mortgage industry as an underwriter and quickly gained experience in every facet of the mortgage industry including operations, sales, management and ownership. Slotnick believes that customer service is the key to success in the mortgage industry. “I work for my customers to provide them with the most positive overall experience,” she says, adding that “my customers benefit from my experience in that I was first an operations person and then a sales person. It is my belief that most companies within the mortgage industry offer comparable rates and programs. It is the quality of service and depth of knowledge that defines a true mortgage professional. I put my 33 years of experience to work for my customers.” Slotnick believes Fairway has been the greatest professional experience for her as its corporate philosophy of speed, service and satisfaction directly mirrors her personal belief in customer service.
Within Fairway, Slotnick has been recognized as part of Fairway’s Chairman’s Club; closing $40 million or more in a single-year. Additionally, in 2014 Slotnick was recognized as the first recipient of Fairway’s Daryll Jacobson Courage in Business Award, recognizing those within the company that have demonstrated immense professional and personal courage. Slotnick has been recognized consistently by industry leaders as part of the top 1 percent of loan originators in the United States. She is also a two-time recipient of the Five Star Professional award which is voted on by past and present clients as well as realtors and other members of the industry. Slotnick is a graduate of Simmons College with degrees in Economics and Political Science. She resides in Brookline with her husband and mother-in-law and takes every opportunity to visit her daughter in Washington, D.C.
Brian Sousa, Chief Lending Officer, Jeanne D’Arc Credit Union
Brian Sousa is Senior Vice President and Chief Lending Officer at Jeanne D’Arc Credit Union, a 1.1 billion dollar organization with over 75,000 members, located in Lowell, MA. Mr. Sousa’s twenty-five years of experience in the lending and real-estate industry crosses retail and wholesale mortgage sales, residential and commercial mortgage appraising, and residential and commercial real-estate sales and leasing. Mr. Sousa was the founder of First Team Mortgage Corporation a Chelmsford, MA organization that he built from the ground up and ran for twelve years. As a well-established mortgage professional, he was hired by the credit union in 2012 as Vice President/Residential Lending to create opportunities and expand its product base. His strong leadership and management skills have led to a 63% increase in the residential loan portfolio and a 25% increase in the total loan portfolio since being named Chief Lending Officer in April of 2015. Brian has always shared the credit union philosophy of people helping people through his community involvement and support of many local charities. He currently serves on the Board of Directors for the Boys and Girls Club of Greater Lowell, the Senior Advisory Board for the Lowell Community Health Center, and is an Advisory Board Member of Catie’s Closet, Inc.
Chip Poli, Owner, Poli Mortgage
Chip has 20 years of experience in the real estate industry and has been consistently ranked in the top 1% of mortgage originators in the country. His expertise is broad-based, with a strong foundation in real estate sales, extensive experience in recruitment and management of highly successful brokers and sales teams, and exemplary leadership abilities which have enabled him to quickly achieve phenomenal success at Poli Mortgage Group, Inc.
Committed to providing financial services that were second to none in the mortgage industry, Chip founded Poli Mortgage Group, Inc. in 2001. From the beginning, Chip’s vision of success for the company hinged on his ability to put together a team of adept and knowledgeable professionals, who would work cohesively, take great pride in their efforts, exemplify honesty and trustworthiness, and go the extra mile for their clients.
11:15 AM General Session Speakers
Mortgage Credit Trends in the Post-Crisis Era
It’s been almost 7 years since the end of the Great Recession and the US single-family residential mortgage market’s recovery from the historic foreclosure crisis is almost complete. In this post-crisis era, the US has experienced a slow, rolling economic recovery and a bounce-back in home price growth. What has happened to the state of mortgage credit in this time? MGIC addresses this question, highlighting industry efforts to prudently expand the credit box, and identifying product trends in the market place. MGIC will also explore the fundamentals of mortgage credit risk, revisiting critical risk factors and their interrelation in layer-risk scenarios both pre- and post-crisis.
Bio: Geoffrey F. Cooper is Vice President Product Development at Mortgage Guaranty Insurance Corporation (MGIC). He recently returned to MGIC after serving for six years as Director – Single Family at the Wisconsin Housing and Economic Development Authority (WHEDA), a state HFA. Prior to leaving MGIC to join WHEDA in June 2008, Cooper held several positions over 14 years, most recently servicing as Director – Emerging Markets where he oversaw MGIC’s HFA business initiatives.
Electronic Recording in Massachusetts
After a decade of experience with electronic recording which now accounts for 50% of all documents and 65% of all mortgages recorded at the Middlesex North Registry of Deeds, Register of Deeds Richard Howe will review the successes and challenges of electronic recording in Massachusetts and will share plans for the future including electronic recording of registered land, ways in which state and local government might increase efficiency through electronic recording; and the recording of purely electronic documents that never exist on paper.
Bio: Richard P. Howe Jr. is the Register of Deeds of the Middlesex North District where he has been a leader in the implementation of new technology and improved customer service. Middlesex North was the first registry of deeds in Massachusetts to fully implement electronic recording which now accounts for nearly 50% of all filings. It was also the first registry to become entirely paperless, with all land records from 1629 to the present available in digital form, both at the registry and online.
Prior to becoming Register of Deeds, Mr. Howe practiced law in Lowell, concentrating in real estate and criminal defense. In the early 1980s, he served as a U.S. Army intelligence officer in West Germany. He holds a BA from Providence College, an MA in History from Salem State, and a JD from Suffolk University Law School.
Richard Howe is the author of Lowell: Images of Modern America and the co-author of Legendary Locals of Lowell. He is the founder and primary author of www.richardhowe.com, a hyper-local blog about the history and politics of Lowell. He lectures frequently on real estate law, Lowell history, and many other topics.
Regional Economic Update
Dr. Triest will present regional economic trends and discuss recent monetary policy actions.
Bio: Robert K. Triest is a vice president and economist in the research department at the Federal Reserve Bank of Boston, where he leads the macroeconomic applications and policy studies section. Prior to joining the Boston Fed in 1995, Triest was a member of the economics faculties at the University of California, Davis and at The Johns Hopkins University. He has also been a visiting scholar at the Center for Retirement Research at Boston College and has taught in the economics department at M.I.T. and Northeastern University and at the Kennedy School of Government at Harvard University. He currently serves on the Universal Pre-Kindergarten Advisory Committee convened by Mayor Walsh to make recommendations for a strategic framework and action plan to expand pre-kindergarten programs in Boston. Triest’s research has been mainly on topics in labor economics and public sector economics, with recent work focusing on the interaction of economic circumstances and educational outcomes. He earned a B.A. degree in economics from Vassar College and an M.S. and a Ph.D. in economics from the University of Wisconsin at Madison.