Monday Agenda

Monday, October 26, 2020 - Opening Day

11:15 PM – 12:30 PM Eastern
Opening Remarks & Balancing What’s Required vs. Necessary

Join us for opening remarks, including a brief overview of the conference along with a few tips & tricks (e.g. claiming continuing education (CE) credits, navigating sessions, sponsors & special social events), then we will go right into our first session.

Finding a balance between what is required and what is necessary can be challenging. Sometimes the practical application of compliance rules and regulations can be difficult. When do you advise management to slow down and press the brakes, and when do you allow them to push on the gas a bit more? In the first session of the conference, we’ll be discussing how to balance daily forces to create a positive environment that increases profit, while limiting regulatory risk.

Jeff Jaffee – Director Consumer Protection Compliance Enterprise Risk Management Division, Freddie Mac
Loretta Kirkwood – Vice President, Compliance, QuestSoft
Troy Garris – Partner, Garris Horn LLP

12:45 PM – 2:00 PM Eastern
Regulator Hot Topics & Concerns

Join with a panel of regulators and industry experts as they discuss current and future compliance issues including trends in examinations, HMDA challenges, the election and effect on regulatory enforcement, the emergence of “mini CFPB’s” and more. This session is sure to be one of the most attended events of the conference so sign up early.

Donna Murphy – Deputy Comptroller for Compliance Risk Policy, OCC
Josh Kotin – Partner, Buckley LLP
Rod Alba – SVP, Real Estate Finance, Mortgage, ABA

2:00 PM – 3:00 PM Eastern

Meet & Greet – Break Time

Advanced surveys are being sent to registrants prior to the conference. Come join us in the QuestSoft Lounge where we will gather with some of our speakers and QuestSoft staff to discuss the results of these surveys and notable points of interest.

3:15 PM – 4:30 PM Eastern
The Rapid Race Ahead to Digital Compliance & Risk Management

Our first day wraps up with something affecting us all, the leap to digitalization in almost all aspects of lending. The pace of digital mortgage has skyrocketed during the COVID-19 pandemic, smashing the “We’ve always done it this way” premise. Discover what to expect over the coming year and what trends will emerge in the next five years. This session will provide practical ways to anticipate, adjust and adapt to these upcoming changes and what the impact will be on HMDA, CRA, Fair Lending, state rules, fraud risk and data point quality.

Josh Weinberg – President, Firstline Compliance LLC
Mainaki Joseph – Director, Internal Audit Department, Discover
Rick Hill – Vice President, Industry Technology, MBA

4:30 PM – 5:30 PM Eastern

Virtual Happy Hour

Join us in the QuestSoft Lounge to end Day One with relaxation and a bit of merriment at our Virtual Happy Hour with our very own mixologist and a custom conference drink. (Alcoholic & non-alcoholic options will be available!) This virtual event will blend in tips, tricks, and trivia from one of the world’s leading authorities on bartending.

View the PDF to learn more about this event and to see the recommended ingredients.

Contact Us

Have a questions about this event? Feel free to send us a message.

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