Events
Speaking Engagement

NOTEWORTHY SPEAKING ENGAGEMENTS

  • Mortgage Essentials Track Panels: (i) Introduction to Mortgage Banking, (ii) Loan Products and (iii) Loan Production, MBA’s Regulatory Compliance Conference 2022, Washington, DC (Sept. 2022).
  • Closing Super Session, MBA Legal Issues and Regulatory Compliance Conference 2022, Miami, FL (May 2022).
  • Drivers of Innovation: Purchase Market Challenges, MBA Legal Issues and Regulatory Compliance Conference 2022, Miami, FL (May 2022).
  • Fintech Partnerships: Managing the Inherent Risk When Implementing Digital Solutions, American Mortgage Conference, Pinehurst, N.C. (April 2022).
  • To QM or Not to QM?, American Mortgage Conference, Pinehurst, N.C. (April 2022).
  • CMCP Track: UDAP, UDAAP & the MAP Rule Compliance Basics, MBA’s Regulatory Compliance Conference 2021, Washington, DC (Sept. 2021).
  • CMCP Track: UDAP, UDAAP & the MAP Rule Compliance Basics, MBA’s Regulatory Compliance Conference 2019, Washington, DC (Sept. 2019).
  • How to Transition to a Digital Mortgage Platform Compliantly, American Bankers Association Webinar (Jun. 2019).
  • Navigating the Digital Mortgage Frontier Compliantly and Profitably, American Bankers Association Regulatory Compliance Conference, New Orleans, LA (June 2019).
  • TRID Compliance Basics: Certified Mortgage Compliance Professionals Track, MBA Legal Issues and Regulatory Compliance Conference 2019, New Orleans, LA (May 2019).
  • There’s a New Sheriff at the CFPB, 2019 ComplianceEase Risk & Compliance Summit (Mar. 2019)
  • Outsourcing Originations: Pros and Cons, 2019 ComplianceEase Risk & Compliance Summit (Mar. 2019).
  • Digital Lending: Risks and Opportunities, American Bankers Association National Conference for Community Bankers, San Diego, CA (Feb. 2019).
  • ABA Endorsed Mortgage Solutions from a Partner You Can Bank On, American Bankers Association Webinar (Jan. 2019).
  • Compliance Challenges of Alternative Communications Channels, MBA’s Regulatory Compliance Conference 2018, Washington, DC (Sept. 2018).
  • RESPA Roundtable, MBA Legal Issues and Regulatory Compliance Conference 2018, Los Angeles, CA (May 2018).
  • Sound and Fury – Recent Developments within the CFPB, University of North Carolina Banking Institute, Charlotte, N.C. (Mar. 2018).
  • Compliance Essentials/CMCP: Overview of Consumer Protection Compliance – The Dodd-Frank Rules, MBA’s 2017 Regulatory Compliance Conference, Washington, DC (Sept. 2017).
  • Compliance Essentials: Overview of Consumer Protection Compliance – The Dodd-Frank Rules, MBA’s 2017 Legal Issues and Regulatory Compliance Conference, Miami, FL (May 2017).
  • Consumer Finance Regulatory Compliance Symposium – TRID Rule and the Capital Markets, Alston & Bird LLP Symposium, New York, NY (Apr. 2017).
  • Undoing Dodd-Frank: The Impact on the Mortgage Industry, Inside Mortgage Finance Webinar (Mar. 2017).
  • Developments in Loan Officer Compensation and the Fair Labor Standards Act, MBA’s 2016 Regulatory Compliance Conference, Washington, DC (Sept. 2016).
  • Essentials: LO Comp, Ability to Repay & HOEPA Rules, MBA’s 2016 Legal Issues and Regulatory Compliance Conference, Denver, CO (May 2016).
  • Compliance, Including TRID and CFPB, 13th Annual Eastern Secondary Market Conference, Orlando, FL (Feb. 2016).
  • Mortgage Finance: TRID, Annual Consumer Financial Services Conference, Loyola University Chicago School of Law, Chicago, IL (Nov. 2015).
  • Residential Mortgage Challenges, ACI’s Consumer Lending Regulatory Compliance Conference, New York, NY (Oct. 2015).
  • Essentials 1: Dodd-Frank Rules 1, MBA’s 2015 Regulatory Compliance Conference, Washington, DC (Sept. 2015).
  • TILA-RESPA Integrated Disclosure (TRID) Rule Series, Compliance EdgeTM Webinar, Doc Magic (May 2015).
  • The Essentials of QM and LO Comp, MBA’s 2015 Legal Issues and Regulatory Compliance Conference, Chicago, IL (May 2015).
  • Loan Officer Compensation – Fair Labor Standards and LO Comp Rules, MBA’s 2015 Legal Issues and Regulatory Compliance Conference, Chicago, IL (May 2015).
  • Truth in Lending – The TILA-RESPA Integrated Disclosure Rule, American Bar Association Business Law Section Spring Meeting, San Francisco, CA (Apr. 2015).
  • CFPB Dodd-Frank Rules: Recurring Issues & Future Developments, 12th Annual Eastern Secondary Market Conference, Orlando, FL (Feb. 2015).
  • Defusing Fair Lending Risk and the HMDA Data Expansion, Inside Mortgage Finance Webinar (Dec. 2014).
  • Fair Lending and Recent Consumer Financial Protection Bureau Rules, Alston & Bird LLP Webinar (Dec. 2014).
  • Navigating the Consumer Financial Protection Bureau’s UDAAP Powers, Alston & Bird LLP Webinar (Nov. 2014).
  • Know Before You Owe Webinar Series, Accenture Mortgage Cadence Webinar (Oct. 2014).
  • Essentials: Dodd Frank Rules 1, MBA’s 2014 Regulatory Compliance Conference, Washington, DC (Sept. 2014).
  • CFPB: Past, Present and Future, Community Bank Technology and Compliance Seminar, Tampa, FL (Sept. 2014).
  • Essentials: Loan Origination Compensation Rule and New Appraisal Rule and Other Hot Topics, MBA’s 2014 Legal Issues and Regulatory Compliance Conference, San Diego, CA (May 2014).
  • The Brave New World of Compliance with the New Ability-to-Repay/Qualified Mortgage Rules and Preparing for a CFPB Examination or Investigation, Alston & Bird LLP Webinar (Apr. 2014).
  • Bringing Clarity to Your Borrower Responsibilities for GFE Delivery under RESPA and REG X, Wolters Kluwers Financial Services Webinar (Mar. 2014).
  • Legal Essentials for Homeownership: CFPB Rules, Part 1, National Council of State Housing Agencies 2014 HFA Institute, Washington, DC (Jan. 2014).
  • Who the Regulators Are and How to Best Work with Them, Mortgage Bankers Association’s 2013 Regulatory Compliance Conference, Washington, DC (Sept. 2013).
  • Dodd-Frank Consumer Protections: What To Know Now, Womble Carlyle Client Webinar, Washington, DC (July 2010).
  • Preparing For the New RESPA Rules in 2010, Lenders One Summer Conference, Washington, DC (Aug. 2009).
  • Complying with RESPA Reform, National Assoc. of Federal Credit Unions Webcast, Arlington, VA (Mar. 2009).
  • RESPA Compliance, Maryland Assoc. of Mortgage Brokers Continuing Education Forum, Greenbelt, MD (Oct. 2008).