#NEXTSPRING23

The summit for women mortgage executives.

April 2-4, 2023

#NEXTSPRING23 will be April 2-4 at the Arizona Biltmore

Providing business intel that helps mortgage executives become better leaders.

Speaker Spotlight

Dr. Skylar Olsen, Chief Economist at Zillow

Dr. Olsen was a foundational member of Zillow Economic Research. She was at Zillow from 2012 to 2020. She recently returned to Zillow in July, 2022.

In the past two years, Dr. Olsen built and supported public-facing economic and data programs in Prop/FinTech through Reimagine Economics, a consultancy she founded, and was head of economics at Tomo, a digital mortgage startup.

Dr. Olsen earned her PhD in economics from the University of Washington, and also teaches Real Estate Evolution and Disruption there.

Jillian White, SRA, Renowned Appraisal Bias Expert

Jillian White, one of the industry’s few black female appraisers, was recently featured as a changemaker in residential valuations in the New York Times, and Our America: Lowballed, an ABC docuseries currently streaming on Hulu. She is currently a consultant to regulators, lenders and consumers seeking to take action on appraisal bias.

As an SRA designated appraiser, Jillian currently serves on The Appraisal Institute’s Government Relations Committee, as Trustee of The Appraisal Foundation’s Board of Trustees and is a former member of the New York State Appraisal Board.

Jillian founded White Picket Fence Appraisals, motivated by her experiences as a black female appraiser in a drastically white-male-dominated industry, and having to ‘whitewash’ her own family’s home in order to facilitate the sale. Her personal mission to educate and empower all homeowners.

Agenda

Sessions

Insights from experts and experienced executives
KEYNOTE: Economic Insights: The Housing Market in 2023 and Beyond

The mortgage industry went from record-breaking volume to downsizing and layoffs, and a lot of headlines say it’s a by-product of the economy.

It’s not easy to make sense of all the moving pieces that make up the U.S. and global economies and understand how they impact the housing market. 

Join the audience-favorite economist Dr. Skylar Olsen as she explores and explains today’s unique housing environment, and how the economy does and doesn’t impact it — as always, in her signature accessible, captivating style. 

Keynote speaker: Dr. Skylar Olsen, Chief Economist at Zillow

Data: A better (and more profitable) way to secure and retain borrowers

Lenders’ biggest concern today is revenue. Yet most lenders are leaving money on the table due to antiquated credit processes. This session covers the tools lenders are using to capture more qualified borrowers than their competitors — not just today, but into the future as well.

Join a panel of credit experts and forward-thinking lenders as they share how they’re opening possibilities for new homeowners, and putting more qualified individuals on the path to generational wealth.

Featuring:

  • David Battany, Executive Vice President, Capital Markets at Guild Mortgage
  • Idalia N. Nayestani, Credit and Product Development Analyst at Nova Home Loans
  • Brent Chandler, CEO of FormFree
  • Renata Sheyner, VP of Product at CreditXpert
  • Christy Moss, Chief Customer Officer at FormFree 
Revenue NOW! Finding (and Funding) High Quality Borrowers in Underserved Markets

Today’s lenders are desperate to bring in new revenue. What they may not know is that a huge number of potential borrowers are hiding in plain sight all across the U.S.

Consumers from traditionally underserved markets, often communities of color, are ready to become homeowners. What’s more, there’s a lot of outside aid to help them get there. In this session, a panel of experts discusses the techniques for finding these untapped markets, and informs on the programs that can help turn them into homeowners. This is a must-attend for any lender looking to boost revenue, production and their bottom line in today’s challenging and competitive market.

Featuring: 

  • Jennifer Folk, COO of Minute Mortgage
  • Tai Pherribo Christensen, Chief Diversity and Public Relations Officer for Arrive Home
  • Tony Thompson, Founder & CEO of NAMMBA 
  • Mosi Gatling, Sales Manager & Loan Originator Specializing in Underserved Markets at loanDepot
Lending in the Age of Appraisal Bias

Lenders, are you prepared for bias audits? Most lenders are not only unprepared, but they also don’t know what bias audits are or how to protect themselves when they take place. 

Join the industry’s foremost expert on appraisal bias as she outlines what regulators are doing about racial bias in valuations, and how it could impact unprepared lenders. Jillian White, the industry’s foremost expert on appraisal bias, will share a brief history on how our industry got where we are with appraisal bias, before moving on to what’s coming down the pike, and how lenders can leverage data (i.e. FHFA UAD) to do assure they pass regulatory examinations and mitigate the risk of lawsuits. 

Featuring: Jillian White, SRA

Jillian will also lead a Hive discussion on appraisal bias.

Effective Marketing for Underserved Markets

Consumers from communities of color and traditionally underserved markets could be the answer to lenders’ production woes. The problem is, most lenders’ marketing is actually pushing these potential borrowers away.

Attracting and securing these potential borrowers requires unique actions and strategies. In this session, experts discuss what lenders can do to most effectively reach and resonate with this nuanced audience.

Featuring:

  • Kristin Messerli, Founder of NextGen Research
  • Mosi Gatling, Sales Manager & Loan Officer Specializing in Underserved Communities for loanDepot
Compliance Challenges in Today’s Market

Down economies and sluggish markets present lenders with their own unique set of challenges. Join a panel of mortgage compliance executives as they discuss today’s top compliance concerns, as well as the tools and techniques that lenders are using to address them.   

Featuring:

  • Laura LaRaia, Chief Legal Officer and Chief Enterprise Risk Officer at The Money Store
  • Jennifer Sides, Chief Compliane Officer at CreditXpert

NEXT Hives™

Small group executive think tanks

NEXT Hives are small group discussions focused on a top business issue.

Each afternoon at #NEXTSPRING23, attendees join a Hive to share intel and brainstorm ideas for their biggest challenges.

By the end of the discussion, they gain new perspectives, fresh ideas, and tried-and-tested solutions that can lead to better and safer solutions, faster.

Stop Operating in a Vacuum

It’s natural for senior executives to operate in a vacuum. 

But collaborating with other smart, knowledgeable peers almost always produces better solutions.

Fortunately, there’s a fast and fun way to do just that.

Learn from the Experience of Other Accomplished Execs

NEXT Hives allow you to harness the brain power and experience of other senior executives.

You arrive with challenges. You leave with more intel, broader perspectives, and a lot more ideas.

All this adds up to solving your biggest work challenges better, faster, and with greater confidence.

#NEXTSPRING23 Hive Topics 

#NEXTSPRING23 is proud to present the following Hives, open to all registered attendees:

  • Appraisal Bias, sponsored by:

  • Underserved Markets
  • Sales & Production
  • Compliance
  • Vendor Management

Schedule

Sunday, April 2

5:00 pm

  • Kick off cocktail party & mixer

Monday, April 3

8-9am
Networking Coffee & Breakfast
 
9-10am

Keynote: Economic Insights: The Housing Market in 2023 and Beyond

  • Dr. Skylar Olsen, Chief Economist, Zillow
10am-10:45am
Lending in the Age of Appraisal Bias
  • Jillian White, SRA 
10:45-11:15am
Networking Break
 
11:15am-12noon
Data: A better (and more profitable) way to secure and retain borrowers
  • David Battany, Executive Vice President, Capital Markets at Guild Mortgage
  • Idalia N. Nayestani, Credit and Product Development Analyst at Nova Home Loans
  • Brent Chandler, CEO of FormFree
  • Renata Sheyner, VP of Product at CreditXpert
12-12:20
20 Minute Mentor
  • Mosi Gatling, Sales Manager & Loan Originator Specializing in Underserved Markets at loanDepot
12:20-1:30pm
Networking Lunch

1:30-2:30pm
NEXT Hives

3-4pm
NEXT Hives recap

4-4:20pm
20 Minute Mentor

  • Idalia N. Nayestani, Credit and Product Development Analyst at Nova Home Loans

4:20-5:20pm
Networking Reception

Tuesday, April 4

8-9am
Networking Coffee & Breakfast 
 
9-9:50 am
Revenue NOW! Finding (and Funding) High Quality Borrowers in Underserved Markets
  • Jennifer Folk, COO of Minute Mortgage
  • Tai Pherribo Christensen, Chief Diversity and Public Relations Officer for Arrive Home
  • J. Tony Thompson, CMB, Founder & CEO of NAMMBA 
  • Mosi Gatling, Sales Manager & Loan Originator Specializing in Underserved Markets at loanDepot
9:50-10:30am
Marketing to Underserved Markets
  • Mosi Gatling, Sales Manager & Loan Originator Specializing in Underserved Markets at loanDepot
  • Kristin Messerli, Principle of NextGen Research
10:30-11am 
Networking break
 
11-11:40am
Compliance Challenges in Today’s Market
  • Laura LaRaia, Chief Legal Officer and Chief Enterprise Risk Officer at The Money Store
  • Jennifer Sides, Chief Legal Officer for CreditXpert
11:45am-12:25pm
Agile Transformation
  • Vijaya Raghunathan, Senior Vice President and Head of Mortgage Servicing Technology for Truist
12:25-1:30pm
Networking Luncheon
 
1:30- 2:30pm
NEXT Hives
 
2:45-3:45pm 
NEXT HIVES Recap
 
4pm
Event closes

Speakers & Hive Leaders

Platinum Sponsors

Gold Sponsors

Patron Sponsors

Attendees

Top executives from these firms have registered to attend.

Mortgage lender brands with execs attending #NEXTSPRING23, April 2-4 in Phoenix.

Sampling of lender job titles:

 

President & COO, COO, Chief Strategy Officer, Head of Mortgage Operations, Mortgage President, CFO, Fractional COO, SVP, Credit and Operations Risk Management, SVP, Information Systems, SVP, Strategic Planning Manager, SVP, Mortgage Manager, SVP, WHL Risk Manager, Executive Vice President and General Counsel, EVP, Sales & Marketing, Director of Vendor Management, Operations, Sr Director Collateral Ops, Director of Real Estate and Vendor Sourcing, Marketing Compliance Manager, AVP of Compliance, VP, Correspondent Lending, Vice President of Operations, VP, Director of Marketing, Technology Product Manager, VP, VP Mortgage Operations, VP, Marketing, Vice President – Warehouse Lending Operations, VP, Product Development

About

Providing business intel that helps mortgage executives become better leaders.

Venue

Arizona Biltmore, a Waldorf Astoria Resort
2400 E Missouri Ave
Phoenix, AZ 85016

NEXT, connecting women in the mortgage industry to grow and advance their leadership and careers.

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