New England Mortgage Expo 2017 Agenda

January 12, 2017

5:30 p.m. – 7:00 p.m.



Please join us on the eve of the New England Mortgage Expo for a welcome reception in the exhibit hall beginning at 5:30 p.m.

Sponsored by: 
GNW.Vert  People' United Bank Halloran & Sage  First County Bank

January 13, 2017

Schedule at a glance:

8:00 a.m.
Exhibit hall opens

9:15 a.m. – 10:00 a.m.
Concurrent Sessions

10:30 a.m. – 11:15 a.m.
Concurrent Sessions

11:45 a.m. – 12:30 p.m.
Concurrent Sessions

1:45 p.m. – 2:30 p.m.
Concurrent Sessions

2:45 p.m.
Raffle Announcements

3:00 p.m.
Exhibit hall closes

9:15 a.m. – 10:00 a.m. Concurrent Sessions: 

The Commodity Conundrum: Finding Differentiators in a Market Asking for Scalability and Repeatability

Steve_600_600In the ever-changing market, you need a solid foundation to be able to compete, but you need unique offerings and services to surpass the competition.  In this session, we will explore the required foundation (market, environment, product, customer and self-analysis) and then discover how to apply new ideas, technologies and value adds to distance yourself from the competition. Additionally, we will discuss making business partners “friends” and how to get your customers to think about you even when you are not right there in front of them.


Presented by Steve Richman, Genworth Financial

Sponsored by:



Closing Your Mortgage Loans –  You Better Be Careful Who You Use 

mike headshotWith CFPB imposing downstream liability on lenders as well as loan officers you now need to be sure to select attorneys and settlement companies that meet the minimum standards imposed by the ALTA and CFPB. This session will discuss the new standards and how you will know if your settlement agent meets them. We’ll discuss what to ask your current providers and what to be careful of in selecting closing attorneys and settlement companies in New England. You will learn how the wrong selection can adversely affect your closings and you. Remember, their failures and mistakes are now your liability!


Presented by Mike Krone, Attorney, Kriss Law/Atlantic Closing & Escrow

Sponsored by:

KrissLaw Logo


Adding Value to Our Communities and Real Estate Partners Through Renovation Financing

Eamon McKeonAn in-depth review of FHA 203(k) and Fannie Mae Home Style products



Presented by Eamon McKeon, Home Mortgage Consultant, Renovation Specialist, Wells Fargo Home Mortgage

Sponsored by:

Wells Fargo 

10:30 a.m. – 11:15 a.m. Concurrent Sessions:

Raise the Bar! Lead and coach your team to new heights in 2017

DougFleenerhi-res (2)In this highly engaging program from customer experience and leadership performance expert Doug Fleener, sales and operational managers will learn how to drive higher levels of performance in the coming year. No fluffy theory here, just real world methodology you can apply – and benefit from – immediately. Come prepared to learn, apply, and create a wildly successful 2017.

You will learn:

* They key to differentiation in a competitive market.

* The interconnectivity between standards, expectations, accountability and results.

* The number one reason employees fall short of expectations, and the impact of raising the bar.

* The role leaders have in guiding their staff to higher levels of performance.

* Easy to learn and apply everyday coaching tools to raise your team’s bar and results.

Presented by Doug Fleener, President & Managing Partner, Sixth Star Consulting

Sponsored by:



Day 1 Certainty™

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The Wedding of Jackie and Donovan

Presented by: Sean Habron, Relationship Manager, Fannie Mae

Day 1 Certainty™ from Fannie Mae gives lenders freedom from reps and warrants plus greater speed and simplicity, and enables an improved borrower experience. Fannie Mae delivers Day 1 Certainty with three exciting new capabilities: the DU validation service, enhanced Property Inspection Waiver (PIW), and rep and warrant relief on property value.

This session designed for Fannie Mae customer will provide an overview on these Day 1 Certainty opportunities. The session will focus on details about the DU validation service, with brief descriptions of the enhanced PIW and how to get property value accepted at submission to receive rep and warrant relief.

For more information about Day 1 Certainty, view

Sponsored by:


CMBA Legislative Update—The CMBA Presents: Coping with the Aftermath of “Dodd-Frank” While Contemplating the “Age of Trump”—The Mortgage Industry in A State of Flux?

What is in store for the mortgage industry in 2017? How will you need to change the way you do business going forward? Will the onslaught of Post-Crash laws, regulations and heightened enforcement activity finally abate?  What should you focus on at the federal and state level? This session will give you the information you need to know and will cover CT, MA and RI.

Presented by Norman Roos /Robinson & Cole, LLP, Ruth Dillingham /First American Title Insurance Co., David Pellegrino /Partridge Snow & Hahn, LLP, James Morin /Norcom Mortgage, Lawrence Garfinkel /Hunt Leibert & Jacobson, PC

Sponsored by:



11:45 a.m. – 12:30 p.m. Concurrent Sessions:

Turn Trash into Treasure – Producing Profits with Private Lenders

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Jeffrey_Tesch headshotStop throwing money in the trash! With private lending, you have profitable solutions for deals that don’t fit traditional guidelines. Jeffrey Tesch, Managing Director of RCN Capital® and a renowned authority on private lending, will show you how to make money from your most commonly overlooked lead Learn how private lenders can turn your simple referrals into thousands of extra dollars. See real life scenarios of brokers that have transformed commercial loan inquiries into cash with little to no effort.

You won’t want to miss this breakout session!


Presented by Jeffrey Tesch, Managing Director of RCN Capital®

Sponsored by:


Compliance with Federal Lending Regulations and Mastering HMDA

With increased regulatory scrutiny of HMDA data for fair lending purposes and the potential penalties associated with technical errors, it is crucial that lenders are ready for the CFPB HMDA regulations. Please join our panel as they provide a comprehensive review of the impact of Home Mortgage Disclosure Act (HMDA) and the Consumer Financial Protection Bureau’s Regulation C on the lending industry. Whether you are new to HMDA or have been reporting for years, you will receive benefits from this seminar’s practical, “real world” approach to HMDA compliance.

Richard Hogansmaller picturejpg  Seth Bogdan Professional Photo

Moderator: Rich Hogan, Chief Compliance Officer, CATIC

Presenter: Sue Quilty, Vice President Loan Operations, Residential Mortgage Services, Inc.

Presenter: Seth Bogden, Vice President of Lending Technology for Specialized Data Systems (SDS)

Session sponsored by:

CATIC LOGO_with Tag_outlined      CMBA_horiz_cmyk1


1:45 p.m. – 2:30 p.m. Concurrent Sessions:

US Residential Construction Outlook

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bernardDr. Markstein’s presentation will provide a brief overview of the United States economy and the housing market. He will address the following questions. How healthy is the U.S. economy? What does the new administration mean for the economy and housing? What can be expected from the U.S. Congress? What is the Federal Reserve likely to do? What is the outlook for funding for infrastructure projects by the federal government? Where are energy prices headed? What effect do problems abroad have on the U.S. economy and the outlook? From there, Dr. Markstein will turn to the outlook for housing and residential construction. He will discuss how developments in the general economy drive residential construction. What are the factors driving demand for housing? What forces are affecting the mix between demand for single-family housing and multifamily housing?

Presented by Dr. Markstein, President and Chief Economist, Markstein Advisors

The Secret Shortcut To Digital Transformation

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NancyPratt_HQJoin Pavaso’s Nancy Pratt to learn about the most overlooked and unnecessarily feared step in making the transformation to digital mortgages.  You’ll be amazed to see that most in our industry have dragged their heels on taking this step on the basis of pure misinformation–in spite of the acknowledged benefits!  In taking this proven approach, lenders and service providers alike will NOT experience significant operational disruption; will NOT shut the door on secondary market investors and, in fact, will be able to continue on, business-as-usual, wherever they deem it necessary. Be sure to attend this session for practical tips on choosing the most flexible platform; a clear roadmap to easy implementation and real-life case studies of businesses that have already made the change.

Presented by Nancy Pratt, Vice President of Partner Relations and Government Affairs, Pavaso

Sponsored by:





Fraud and Consequences – Lessons From a Mortgage Felon

Jereome webVulnerabilities exist for everyone in today’s business world. While checklists, policies and fraud prevention technologies are invaluable, they do not account for the human factor. Following policies and procedures, and completing checklists isn’t enough. Side stepping the instinct to inquire and investigate is a product of ethical complacency, indecision and the lack of confidence in making tough choices in difficult situations. The consequences lead to a lack of trust of an industry, a tarnished reputation of a company and the complete psychological collapse and loss of freedom of good people.

Jerome’s intimate story will help you identify your vulnerabilities. You’ll take away all the lessons you need to make the best decisions in impossible situations and save everything you’ve worked for.

In his presentation you will understand:

  • Where your vulnerabilities lie
  • How easy it is to join a conspiracy – even if you didn’t intend to
  • That real con men are out there and how they will recruit you
  • How the phrases, “no harm, no foul” and “it’s not my job” are absolutely ridiculous
  • The devastating effects committing fraud has on the victims, your profession and 
your family
  • How to maintain a relationship with your kids through snail mail and collect 
phone calls
  • Once and for all whether or not there really is, in fact, a big guy named Bubba

In his mid-20s Jerome Mayne was an aspiring finance professional. His first job in the corporate world was with a national mortgage banking corporation. He grew as an entrepreneur, climbing the corporate ladder until he finally reached the top position of president and CEO of the companies that he founded.

His stay on the top ended in a hurricane of FBI investigations, indictments, criminal court appearances and finally, prison. He was charged with mail fraud, wire fraud and money laundering stemming from his actions years earlier while working at his first job in finance. In 1999, he ultimately received a 21-month prison sentence and his life was changed forever.

Since his release in 2001, Jerome Mayne, an international speaker on mortgage fraud and ethics, has devoted his life and career to helping business professionals stay out of prison. His past clients and sponsors include organizations such as FannieMae, Wells Fargo as well as dozens of professional industry associations.  He is also the author of the book, Diary of a White Collar Criminal.

Connecticut Chapter Appraisal Institute Presents: Meet the Appraisers

A panel of appraisers will be doing Q&A with attendees.

Panelists include:

Peter A. Vimini, MAI, Parnter, Vimini Associates, CT Chapter Appraisal Institute Chapter President

Steven D. Hurlbut, MAI, Chief Appraiser, Liberty Bank

Robert G. Stewart, SRA, Owner, Stewart Appraisal Services

Sponsored by:

Appraisal Institute_2015


Curious what went on last year? Check out our 2017 agenda for details!