September 17-19, 2017          Baltimore, Maryland


Renaissance Baltimore Harborplace Hotel

As our industry changes and evolves, meeting customer needs today is as important as preparing for the demands of the future. Join us at our second annual FreddieMacCONNECT. We're building on last year’s conference to provide you with richer training and more time on the exhibit hall floor to make connections with other industry professionals and explore innovative new products.



Make Connections that Matter
  • Network with other mortgage industry professionals, thought leaders and your peers to discuss current trends and ideas on how to drive your business forward.
  • Participate in training and information sessions designed to help you adapt to change and master the skills you need to excel.
  • Hear from keynote speakers and mortgage industry leaders to gain inspiration and insight into our ever-evolving industry.


Who Should Attend?
  • Selling and Servicing executives
  • Secondary market officers and loan officers
  • Underwriters
  • Default and performing loan managers
  • Production management and operations staff

Join Us September 17-19 in Baltimore, Maryland


Register



Positive Accolades From Last Year's Event

I was very pleased with the FreddieMacCONNECT event last fall. The sessions were relevant and engaging, the speaker lineup was impressive, and it was a great networking opportunity. Overall a very good event.
Ryan Atkins, Iberiabank Mortgage 2016 Attendee
All companies around the world are looking for avenues to develop stronger relationships with their customers in order to differentiate themselves. Freddie Mac's CONNECT conference was a wonderful venue to collaborate with colleagues on a similar mission and gain an appreciation of some forward-looking initiatives.
Bryan Ziegenfuse, Ocwen 2016 Attendee





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Price
$499

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Substitutions/Cancellations

If you are unable to attend, a substitute may attend at no additional charge. Send requests for substitutions in writing to Customer_Outreach@freddiemac.com. If a substitute is not named and you do not cancel your registration or you are a no-show, your organization will be charged the full registration fee of $499.00. To cancel your registration, please refer to your registration confirmation email for the link and confirmation number to modify your registration.

Sessions

Check out the CONNECT sessions under each category tab

There's no need to select your sessions now. As the conference gets closer, you'll be able to personalize your agenda using your smart phone CONNECT App.

Print out a Customer Summit Schedule-at-a-Glance [pdf].


Opening Reception and CONNECT Marketplace

Kick off CONNECT at the opening reception and enjoy an evening filled with networking, good company, fine food and fun. Catch up with your peers, build new relationships with mortgage industry professionals and spend time with Freddie Mac senior leadership. Visit with our sponsors and industry vendors as part of our CONNECT Marketplace to learn about products and services that can help you manage and grow your business. You'll leave this reception feeling energized and ready for what FreddieMacCONNECT has in store for you over the next two days.




Opening General Session: Master Today. Reimagine Tomorrow.

8:30 – 9:00 a.m. Welcome from Freddie Mac leadership.


Keynote Speaker Luke Williams

9:00 – 10:00 a.m. How do you disrupt your business today to be more competitive tomorrow? Hear from world-renowned expert on innovation strategy Luke Williams as he shares insights on using disruption and innovation to help you rethink your business.


A Welcome Message from the Mayor

10:25 – 10:30 a.m. Baltimore Mayor Catherine E. Pugh.


Reimagining the Mortgage ExperienceSM

10:30 – 11:15 a.m. What does it mean to reimagine tomorrow? Hear from a panelist of Freddie Mac leaders to learn how we're actively partnering with the industry to reimagine the mortgage process to create a simpler, faster and less costly path for lenders, and ultimately the consumer.

Dave Lowman (Moderator)
Executive Vice President, Single-Family Business

Chris Boyle Kevin Palmer Donna Corley Andy Higginbotham (Panelists)
SVP, Sales, Marketing & Relationship Management SVP, Portfolio Management SVP, Risk Management SVP, Operations & Strategic Delivery



What's the Word On Servicing Policy?
(1 of 2)

Learn about recently announced servicing policies and what's planned for the rest of 2017 and 2018. We’ll have a discussion, take feedback and answer your questions. Topics could include: foreclosure timeline standards, charge-offs, imminent default, attorney fees and costs, property preservation, short sales, DILs, CFPB rules, the new mortgage assistance application, state level issues, etc.

Bob Kimble
Vice President, Mortgage Servicing Policy

Ben Gottheim
Director, Mortgage Servicing Policy

Ryan McGuinness
Director, Mortgage Servicing Policy

Exploring Credit Opportunities

Understand how recent credit and collateral policy updates will affect your business. Our panel will discuss opportunities including rental income, student debt and other credit policy initiatives. We will also discuss making the appraisal process more efficient through an automated collateral evaluation appraisal waiver and Loan Collateral Advisor.

Kurt Smith
Credit Policy Risk Analytics Director, Credit Risk Management

Mark Simpson
Collateral Risk Policy Senior Director, Credit Risk Management

Scott Reuter
Property Valuation Director, Credit Risk Management

Clearing the path to Investor Reporting: Overview

Big changes are coming for investor reporting. Get in the game and be engaged as we prepare to update processes, procedures and resources to convert our single-family investor reporting requirements closer to an industry standard and update our remittance cycles.

John Felix
Senior Director Loan Servicing, Single-Family Operations

Loan Advisor Suite®: Reimagine Your Origination Process
(1 of 2)

We're using big data and advanced analytics to reimagine the mortgage experience through automation, building on process synergies to create our innovative end-to-end mortgage technology solution. You'll hear how integrating Loan Advisor Suite® into your processes can help drive operational efficiency, improve workflow and reduce risk. We'll show you how to leverage our tools to help realize your business objectives

Randy Jones
Vice President, Sales

Rick Lang
Vice President, Customer Technology Integration

Borrower of the FutureSM: What's Next for Housing
(1 of 2)

To stay relevant now and into the future, lenders and other industry partners must understand what will drive the borrower of the future – and more importantly, what the industry must do to effectively reach, influence and serve the next wave of homebuyers. Join the discussion and let us show you how research and current market insights are helping us to better understand these borrowers and how the industry will need to evolve to reach them. 

Sean Becketti
Vice President and Chief Economist

A Fresh Look at the New Manager Series
(1 of 2)

Get a sneak peek at the re-envisioned Manager Series - the tools and reports you use every day to manage servicing performance. The new Manager Series will be released in late 2017. Expect an improved user experience with easier navigation and more comprehensive data that complements the refreshed Servicer Success Scorecard.

Bhasker Dave
Data Analytics Director, Servicing Performance Management

Fernando Dasilva
Data Analytics Manager, Servicing Portfolio Management

Tapping the Underserved Market
(1 of 2)

Partner with us to reach more underserved markets across the country. Through collaboration let's increase the availability of mortgage financing in three underserved markets: rural housing, manufactured housing and affordable housing preservation – to serve very low-, low- and moderate-income families. We'll talk about our plans to increase loan purchases in these markets through community and local outreach activities, homebuyer education, new offerings and market research.

Dan Ticona
Manager, Single-Family Affordable Lending

Kelly Marrocco
Manager, Single-Family Affordable Lending

Loan Advisor Suite®: ACE Your Underwriting Process
(1 of 2)

Learn how Loan Product Advisor and Loan Collateral Advisor can help you increase efficiency and reduce costs and risk, while providing immediate certainty on representation and warranty relief. You'll hear how we re-engineered the appraisal process with our automated collateral evaluation and integrated borrower income and assets validation services to streamline your underwriting process. All of this saves your borrowers time and money.

Sam Oliver
Vice President, Loan Advisor Suite® & Strategic Delivery

Matt Maycott
Project Management Director, Customer Technologies



Inside Look at Counterparty Risk

Freddie Mac assumes a number of risks in its role as a provider of liquidity to the mortgage market. One of these risks involves Counterparty risk, which represents the potential loss we face due to the inability or failure of a business partner to meet its contractual obligations. Learn more about how we view and manage our exposure to this risk to better understand the eligibility requirements we set and the eligibility review we regularly conduct for each of our trading partners.

Katie Shilinsky
Vice President, Counterparty Credit Risk Management

How to Master Underwriting
(1 of 2)

Learn what it takes to be grounded in the foundation of strong and thoughtful underwriting. Our trainer will dive into the fundamentals of mortgage origination and review our requirements, guidelines and policy changes for employment and income calculations. We will closely examine factors related to helping ensure the borrower has the capacity to repay their loan. We will focus on documenting borrower income, employment and asset qualification sources.

Patti Howard
National Trainer, Single-Family Strategic Delivery

Clearing the Path to Investor Reporting: Black Knight (by invitation only)

Big changes are coming for investor reporting. Get in the game and be engaged as we prepare to update processes, procedures and resources to convert our single-family investor reporting requirements closer to an industry standard and update our remittance cycles. Hear first-hand from Black Knight about how they are planning for a successful implementation with their customers. If you are interested in attending this session, please email us.

John Felix
Senior Director Loan Servicing, Single-Family Operations

Steve Machado
Vice President, Production Manager of Black Knight Financial Services

Trade Talk – Value in Vendor Relationships

Join leading experts from membership organizations as they discuss how to build and manage productive relationships with vendors and peers. Expand your network, unlock barriers to growth and increase savings in today's competitive market.

Phil Guth
Vice President, Sales

Navigating Litigating Matters

Join this interactive session to explore creative solutions to litigated matters. We'll focus on aged loans, foreclosure, bankruptcy and the non-routine litigation process.

Dean Meyer
Senior Tech Lead, Servicing Operations

Deloise Brown-Milner
Loss Mitigation Manager, Servicing Operations

Michael Henderson
Associate General Counsel Default Management and Litigation

Flex Mod – Ready, Set, Go!
(1 of 2)

Learn about the Freddie Mac Flex Modification Program. We'll give you insight into the creation of the program – work that was completed with industry stakeholders – and walk you through eligibility, solicitation and underwriting. We'll also highlight the changes in Workout Prospector® to process modification terms.

Donna Bent
Trainer, Customer Education

Back to the Future: New and Recurring Themes in Quality Control and Fraud
(1 of 2)

The details of the loan define the quality, and that's important to all concerned. Hear our panel of experts discuss the latest trends in quality control and fraud. Gain insight into our QC underwriting and remedy processes, and get the latest on fraudulent scams.

Chris Mock
Vice President, Single-Family Quality Control and Customer Eligibility

Rob Hagberg Mary Anne Morgan (Panelists)
Senior Director, Fraud Risk Senior Director, Quality Control

Loan Advisor Suite®: Reimagine Your Origination Process
(2 of 2)

We're using big data and advanced analytics to reimagine the mortgage experience through automation, building on process synergies to create our innovative end-to-end mortgage technology solution. You'll hear how integrating Loan Advisor Suite® into your processes can help drive operational efficiency, improve workflow and reduce risk. We'll show you how to leverage our tools to help realize your business objectives.

Randy Jones
Vice President, Sales

Rick Lang
Vice President, Customer Technology Integration



Harnessing the Power of Big Data

Everyone is talking about big data and advanced analytics. Freddie Mac is using big data, a variety of advanced analytics techniques, and insuring that data governance and management practices are in place. What should you consider when working with big data? What do Freddie Mac’s advanced analytics activities mean for you? How does it benefit you? Let's discuss these questions and how you are already benefitting from our advanced analytics activities. This session is recommended if you work in loan origination.

Michael Bradley
Senior Vice President, Models and Analytics

Jodi Morton
Vice President, Data Governance and Management

Underwriting the Self-employed Borrower

Get solutions to the challenges of underwriting for self-employed borrowers. Our subject matter expert will focus on requirements for self-employed borrowers, Loan Product Advisor impacts and documentation requirements. We will discuss sole proprietorship and the importance of data integrity.

Jim Peronto
National Trainer, Customer Education Services

Cash-in on the Cash Mortgage Market

No matter the size of your organization, this session is important to anyone selling mortgages through our Single-Family Cash Desk. We'll review our Cash execution options and the latest developments. We'll also discuss hot topics our customers are seeing in the Cash mortgage market.

Mike Hutcheson
Pricing Director, Cash Execution and Specialized Transactions

Susan Fraser
Pricing Manager, Cash Execution and Specialized Transactions

The Future of the Trade: Single Security, Common Securitization
(1 of 2)

Hear the latest on progress toward the 2019 launch of the Single Security. Find out how this important initiative will evolve the industry, what it means for your business and how you should prepare.

Randa Paver
Vice President, Securities Operations

Market Opportunities through Liquidity Options

Need to buy or sell mortgage servicing rights? Do you have seasoned mortgages you are holding? We can help! Learn about our options for servicing-released sales and mortgage loan sales to more efficiently manage your assets and take advantage of market opportunities.

Hakan Beygo
Senior Director, Single-Family Sales and Relationship Management

Loan Advisor Suite®: Loan Delivery and Beyond

Learn about enhancements we have in store for the Selling System – soon to be renamed Loan Selling Advisor – that will make it easier for you to sell and deliver loans to us. We'll also discuss how Loan Coverage Advisor and Quality Control Advisor can help you manage your loan information after delivery.

Sam Oliver
Vice President, Loan Advisor Suite® & Strategic Delivery

Erika Keay
Project Management Manager, Customer Technologies

Servicing: What's on the Horizon?

Join the conversation about the future of servicing with industry experts and Freddie Mac leadership. Together we've made great strides to reduce non-performing loans and aged inventory. Changes in the market call for taking a fresh look at loss mitigation, performance management, servicing operations and regulatory policies.

Kevin Palmer
Senior Vice President, Portfolio Management

Yvette Gilmore
Vice President, Servicing Performance Management


Through the Lender's Lens

Listen to our panel of lenders as they discuss important topics such as the borrower experience, effective cost-cutting measures and best practices, and the role that Fintech is playing in the ever-changing mortgage industry.




Better, Smarter, More Efficient: How to Manage Your Sub-servicer
Panel

Join a panel of experts to discuss best practices for oversight of your subservicer(s), followed by a question and answer session.

Liz Johnson
Director, Servicing Relationship and Performance Management

Tammy Friedman
Director, Servicing Relationship and Performance Management

Austin Sandler Michael J. Sweklo David Allison
Counsel, Fortress Investment Group SVP Servicing, Franklin American SVP, Dovenmeuhle

Leading the Way with Credit Risk Transfer

Come hear the latest on credit risk transfer initiatives such as STACR and ACIS. We'll share what's new and what competitive strategies it takes to improve access to credit markets while reducing taxpayer risk.

Jamie Amico
Vice President, Pricing Risk Transfer

Flex Mod – Ready, Set, Go!
(2 of 2)

Learn about the Freddie Mac Flex Modification Program. We'll give you insight into the creation of the program – work that was completed with industry stakeholders – and walk you through eligibility, solicitation and underwriting. We'll also highlight the changes in Workout Prospector® to process modification terms.

Donna Bent
Trainer, Customer Education

Tapping the Underserved Market
(2 of 2)

Partner with us to reach more underserved markets across the country. Through collaboration let's increase the availability of mortgage financing in three underserved markets: rural housing, manufactured housing and affordable housing preservation – to serve very low-, low- and moderate-income families. We'll talk about our plans to increase loan purchases in these markets through community and local outreach activities, homebuyer education, new offerings and market research.

Dan Ticona
Manager, Single-Family Affordable Lending

Kelly Marrocco
Manager, Single-Family Affordable Lending

Back to the Future: New and Recurring Themes in Quality Control and Fraud
(2 of 2)

The details of the loan define the quality, and that's important to all concerned. Hear our panel of experts discuss the latest trends in quality control and fraud. Gain insight into our QC underwriting and remedy processes, and get the latest on fraudulent scams.

Chris Mock
Vice President, Single-Family Quality Control and Customer Eligibility

Rob Hagberg Mary Anne Morgan (Panelists)
Senior Director, Fraud Risk Senior Director, Quality Control

Loan Advisor Suite®: Providing Closing and Quality Confidence

Loan Closing Advisor and Loan Quality Advisor – two tools that give you confidence in the quality of your loan data. With the September 25 Uniform Closing Dataset (UCD) mandate imminent, learn how Loan Closing Advisor helps ensure your data aligns. See how Loan Quality Advisor provides insight into loan quality early in the process. And, hear how our Correspondent Assignment Center will let lenders and aggregators more easily share loan data for a simpler, speedier process.

Sam Oliver
Vice President, Loan Advisor Suite® & Strategic Delivery

Beth Stark-Johnson
Project Management Director, Customer Technologies

Inside Look at Servicing Performance

Ever wonder what goes into your Servicer performance results? Join panelists from our servicing quality assurance and operations teams to hear how they work together to help Servicers drive for consistent performance and results. Discussion will include Servicer loan file reviews, negotiated vs. delegated loss mitigation cases and Guide requirements.

Mario Garcia (Moderator)
Mortgage Examiner Director, Servicing Performance Management

Lin Caywood, Doralinda Hankins, and Nichole Carlyle (Panelists)

A Fresh Look at the New Manager Series
(2 of 2)

Get a sneak peek at the re-envisioned Manager Series – the tools and reports you use every day to manage servicing performance. The new Manager Series will be released in late 2017. Expect an improved user experience with easier navigation and more comprehensive data that complements the refreshed Servicer Success Scorecard.

Bhasker Dave
Data Analytics Director, Servicing Performance Management

Fernando Dasilva
Data Analytics Manager, Servicing Portfolio Management
Dinner and Entertainment at The Maryland Science Center

Unwind from a day of learning with dinner and entertainment at The Maryland Science Center, one of Baltimore's top tourist locations. The Maryland Science Center sits along the waterfront just steps away from the Renaissance Baltimore Harborplace Hotel at the Baltimore Harbor. Don't miss this opportunity to network with Freddie Mac leadership and other conference attendees in the mortgage industry.




What's New with Over-Allowable Expenses?

Get tips on managing properties during the foreclosure process and learn how to get your expenses reimbursed with assurance.

Dale Walters
Loss Mitigation Manager, Servicing Operations
Robin Parker
Loss Mitigation Manager, Servicing Operations
Evelyn Russell
Default Expense Management Senior, Servicing Operations

Discover the Opportunities: MSR Financing Outlook

Dive into the world of MSR Financing! We’ll share MSR Financing trends, discuss the overall financing process and show you how you can work with us on new transactions. Come with curiosity and questions! Our subject matter experts are ready to show you new opportunities to expand your business.

Tricia McKitty
Structured Transactions Director, Servicing Portfolio Management
George Jin
Structured Transactions Manager, Servicing Portfolio Management

What's the Word on Servicing Policy?
(2 of 2)

Learn about recently announced servicing policies and what's planned for the rest of 2017 and 2018. We'll have a discussion, take feedback and answer your questions. Topics could include: foreclosure timeline standards, charge-offs, imminent default, attorney fees and costs, property preservation, short sales, DILs, CFPB rules, the new mortgage assistance application, state level issues, etc.

Bob Kimble
Vice President, Mortgage Servicing Policy
Ben Gottheim
Director, Mortgage Servicing Policy
Ryan McGuinness
Director, Mortgage Servicing Policy

Borrower of the FutureSM: What's Next for Housing?
(2 of 2)

To stay relevant now and into the future, lenders and other industry partners must understand what will drive the borrower of the future – and more importantly, what the industry must do to effectively reach, influence and serve the next wave of homebuyers. Join the discussion and let us show you how research and current market insights are helping us to better understand these borrowers of the and how the industry will need to evolve to reach them. 

Sean Becketti
Vice President and Chief Economist

How to Master Underwriting
(2 of 2)

Learn what it takes to be grounded in the foundation of strong and thoughtful underwriting. Our trainer will dive into the fundamentals of mortgage origination and review our requirements, guidelines and policy changes for employment and income calculations. We will closely examine factors related to helping ensure the borrower has the capacity to repay their loan. We will focus on documenting borrower income, employment and asset qualification sources.

Patti Howard
National Trainer, Single-Family Strategic Delivery

The Future of the Trade: Single Security, Common Securitization
(2 of 2)

Hear the latest on progress toward the 2019 launch of the Single Security. Find out how this important initiative will evolve the industry, what it means for your business and how you should prepare.

Randa Paver
Vice President, Securities Operations

Loan Advisor Suite®: ACE Your Underwriting Process
(2 of 2)

Learn how Loan Product Advisor and Loan Collateral Advisor can help you increase efficiency and reduce costs and risk, while providing immediate certainty on representation and warranty relief. You'll hear how we re-engineered the appraisal process with our automated collateral evaluation and integrated borrower income and assets validation services to streamline your underwriting process. All of this saves your borrowers time and money.

Sam Oliver
Vice President, Loan Advisor Suite® & Strategic Delivery

Matt Maycott
Project Management Director, Customer Technologies

Clearing the Path to Investor Reporting with Fiserv
(By invitation only)

Big changes are coming for investor reporting. Get in the game and be engaged as we prepare to update processes, procedures and resources to convert our single-family investor reporting requirements closer to an industry standard and update our remittance cycles. Hear first-hand from Fiserv about how they are planning for a successful implementation with their customers. If you are interested in attending this session, please email us.

John Felix
Senior Director Loan Servicing, Single-Family Operations

Joe Dombrowski
Director of Product Management & Chief Mortgage Strategist of Fiserv

Closing General Session: Master Today. Reimagine Tomorrow.

Freddie Mac leadership will provide final thoughts and insight. We’ll recap on the last couple of days and discuss how we take what we learned today and apply for tomorrow.


Inside Washington: Update from the Hill

Hear from Jeff Markowitz – our Capitol Hill eyes and ears – on the latest Washington news and how the political landscape could shape the future of the mortgage industry.

Jeff Markowitz
Senior Vice President – External Relations and Corporate Communications

 

 

 

 

 

 

 

 

Keynote Speaker



 



LUKE WILLIAMS

Professor, NYU Stern School of Business;
Best-Selling Author;
Fellow at Frog Design

As a globally recognized authority on innovation leadership, Luke will share insights on how to disrupt your business to drive positive change. He is a respected commentator on disruptive innovation, entrepreneurship and cultural change and the author of the international bestseller, "Disrupt: Think the Unthinkable to Spark Transformation in Your Business."

 

Location

Renaissance Baltimore Harborplace Hotel

Our room block at the Renaissance is sold out. We've just secured rooms at the nearby Sheraton at a discounted rate. Reserve your room by Friday, September 8.


The second annual FreddieMacCONNECT is taking place at the Renaissance Baltimore Harborplace Hotel in Baltimore, Maryland.

This hotel is situated on the waterfront in the bustling Inner Harbor of downtown Baltimore. The Inner Harbor is a fun entertainment and dining district with plenty to see and explore. You can check out unique shops, enjoy plenty of fresh seafood from Maryland's Chesapeake Bay or visit the famous National Aquarium.

Travel Information

The Renaissance Baltimore Harborplace Hotel is located 8 miles from Baltimore/Washington International Thurgood Marshall Airport (BWI) or 45 miles from Ronald Reagan Washington National Airport (DCA). The hotel is also 1.5 miles from Baltimore's Penn Station (Amtrak). Taxi fare from BWI is approximately $30 one way and approximately $10 from Penn Station. The hotel does not provide shuttle service. Alternative transportation includes Super Shuttle for $13 one way from the airport (reservations required).

FreddieMacCONNECT begins with an opening reception at 6 p.m. Sunday, September 17, and concludes at 11:30 a.m. on Tuesday, September 19. When booking return flights, please allow plenty of time for airport security.

Address

The address for the Renaissance Baltimore Harborplace Hotel is 202 East Pratt Street, Baltimore, MD 21202.

Parking

On-site parking is available for $30 daily. Valet parking is available for $43 daily.

Renaissance Baltimore Harborplace Hotel
  • 202 E Pratt St, Baltimore, MD 21202
  • 410-547-1200

Sponsors

Freddie Mac thanks our sponsors. We are grateful for their generous support.




Platinum


 

Gold


 

Silver


 

Bronze



Thank you to the following exhibitors:

 

DocMagic

Finastra

Resitrader