Economic Update with Odeta Kushi, First American

She’s definitely not your grandfather’s economist. When Odeta Kushi spoke at #NEXTWINTER20, we heard attendees say over and over, that she delivered the only captivating, interesting talk on economics they’d ever heard. She returned for #NEXTSUMMER20 and discussed the topics you wanted to hear about, such as: the economic impact of COVID-19 on the mortgage and housing markets, the labor market’s impact on the housing market, the newest forbearance data, and the overall status of the economy. You won’t want to miss this. With Odeta at the mic, U.S. economics has never been so fascinating.

Keynote: Magdalena Yesil on AI and Machine Learning

A true Silicon Valley luminary discussed AI and machine learning, and how the mortgage industry can take advantage of all they have to offer, from collecting and analyzing consumer documents to turning unstructured data into decisions — all in real time.

Magdalena Yesil is an uber successful serial entrepreneur; founder of renowned VC Broadway Angels, an angel investment group made up of world-class investors and business executives who all happen to be women; author of Power UP! How Smart Women Win in the New Economy; and executive chair of Informed, a digital transformer of tedious manual tasks, which is bringing robotics process automation to financial services.

20-Minute Mentor: Susan Stewart


Susan Stewart is the Chairman-Elect of the Mortgage Bankers Association (MBA) and Chief Executive Officer of SWBC Mortgage headquartered in San Antonio, TX. Stewart’s visionary leadership has been the catalyst behind the company growing from three employees serving the Texas market, to more than 650 employees in over 70 branch locations. Under her unwavering focus, SWBC Mortgage has grown from a small regional broker to a national industry leader, providing a full-service origination-to-servicing experience for borrowers in 43 states.

Stewart also currently serves as a member of the MBA’s Board of Directors, and is past Vice Chair of the MBA’s Residential Board of Governors (RESBOG). She and SWBC Mortgage are committed to making the communities they serve brighter, more hope-filled places, and to that end she serves on the board of the MBA Opens Doors Foundation. Both Stewart and SWBC Mortgage have been recognized personally and corporately as Guardian level donors to the Opens Doors Foundation.

Dismantling the Old Guard: Improving business with balance in a male dominated industry

Better working conditions lead to better opportunity. But when industries have a severely imbalanced male-to-female ratio among executives, and hyper-homogenized segments make the rules and control repercussions, it’s nearly impossible for fairness to exist, let alone flourish. This session features several top mortgage lending executives talk about the concrete steps each of us can take to incite change and create better working conditions at a grassroots level.


  • David Hrobon — President & CEO, Wintrust Mortgage
  • Andria Lightfoot — COO at George Mason Mortgage
  • Andy Peach, SVP Correspondent Sales — Mr. Cooper

20-Minute Mentor: Suzy Lindblom

Suzy Lindblom has been in the mortgage industry for more than three decades. Her specialty is building and operating the precision instrument that is a mortgage operations platform.

Before joining Planet Home Lending, Lindblom helped grow some of the best-known brands in the mortgage industry, including Stearns Lending, where she was managing director, national fulfillment and operations, leading a multibillion, multichannel business. During her four decades in home lending, she also worked at MetLife Bank, Bank of America, CitiMortgage, GMAC Mortgage Corp. and Countrywide Home Loans.

20-Minute Mentor: Vickie Butler


Vickie Butler has been with Texas Capital Bank for over 10 years, and is known throughout the industry for her excellence in leadership, strong communication skills and cooperation-based management style. .

Outside of work, she serves as a mentor for Sisters Inspiring Sisters and works closely with organizations that help and support single mothers. Butler was named to 2017’s Who’s Who in Black Dallas list.

Washington Update: The Mortgage Industry in an Election Year

Join a conversation with Meg Burns, EVP of Housing Policy Council and Faith Schwartz, Founder of Housing Finance Strategies, as they discuss the state of the mortgage industry in an election year

20-Minute Mentor: Kelly Ann Doherty

Kelly Ann is EVP and Chief People & Communications Officer for Mr. Cooper Group overseeing all facets of human resources and corporate communications. As the leader of Mr. Cooper’s People organization, she also leads culture initiatives to create a more encouraging and empowering work environment. She joined Nationstar in 2016 as SVP of Corporate Communications where she led the corporate internal and external repositioning as the company rebranded from Nationstar to Mr. Cooper, while simultaneously managing the company’s public affairs narrative, employee communications and the merger with WMIH.

Previously, she served as Vice President of Corporate Communications at Elevate, a financial technology firm. She also served as a public relations and affairs consultant for four years and as a strategic communication staffer for a Presidential campaign and within President George W. Bush’s administration with a tour at the White House in Presidential Personnel and N.A.S.A. as a political appointee. Kelly Ann also serves on the Board of Directors for The Women’s Center of Tarrant County.

20-Minute Mentor: Christine Beckwith

As President, Creator, Chief Operating Officer and Master Coach of her fastest growing Sales Coaching Company, Christine has mastered her 30 year industry accolades by climbing to the very top of a national sales finance platform in the mortgage industry, won at every level of sales in her career and worked at a senior and executive level for nearly 2 decades, breaking many glass ceilings and amassing notoriety, a rapidly growing following and proving consistent excellence is obtainable.

Now a sought after speaker on the industry speaking circuit, Christine released 2 books in early 2018, became an overnight Best Selling Author and now writes in many national finance publications and magazines on a variety of topics, lending a voice to her minority of women in a male dominated field and proving that it can be done for generations to come. She is the newest anchor on Mortgage News Network and has a show coming out in early December called ‘Power Women’- with Class where she interviews the highest ranking C Suite women in banking and gets down and dirty about their personal journeys to the helm of the industries top positions.

Digging in to Diversity & Inclusion: Lender & GSE perspectives

D&I is a hot topic, but how do lenders move beyond talk and put concrete processes into place? What are the outcomes we should strive for, the business and financial benefits, and how can we track milestones? Join a diverse panel of D&I advocates and frontrunners, as they discuss why it’s so important to them as professionals, and how they’re putting ideas into action.


  • Suzy Lindblom — COO, Planet Home Lending
  • Vanessa Montañez — Sales and Business Development Manager, National Specialized Sales & Strategics Markets, US Bank Home Mortgages and President of NAMMBA’s L.A. Chapter
  • Marlana Scott — Single-Family Client & Community Engagement Manager at Freddie Mac
  • Dalila Ramos — Business Development Manager, Planet Home Lending

20-Minute Mentor: Dana Dillard

Dana Dillard serves as Executive Vice President, Corporate Social Responsibility for Mr. Cooper Group. Dana joined Nationstar in 2013 and held various leadership roles, most recently serving as its Executive Vice President, Corporate Social Responsibility. She has more than 25 years of experience in the mortgage industry, with vast experience serving in different capacities across the industry. As EVP of Corporate Social Responsibility, Dana oversees industry and government relations, nonprofit engagement, community outreach and our newly launched Office of Diversity & Inclusion. Previously, Dana worked at GMAC RESCAP, where she managed the REO, Liquidations and Community Outreach teams during the peak of the housing crisis. She has held other senior leadership positions at EMC Mortgage, Bank of America Mortgage and Lomas Mortgage.

One of the proudest moments in Dana’s career was when she led outreach efforts at HOPENOW from 2008-2010. During this time, she traveled across the country speaking with hundreds of struggling families. For that work, she received the Five Star Institutes Humanitarian of the Year award in 2009.

20-Minute Mentor: Erika Macias

Erika has been a senior executive in the mortgage industry for over 20 yeras. In 2006, she co-founded HighTechLending, bringing paperless loan processing and simultaneous automated underwriting to the loan  process to accelerate the closing process. Previously, she was an executive with Impac Mortgage.

Credit Unions: Staying high-touch local in a time of high-tech distancing

High touch, local service is a hallmark of the credit union experience. And it seems to work. Credit unions have gained mortgage market share every year since the Great Recession and are poised to keep gaining after COVID-19. But how will the pandemic’s social distancing mandates impact credit unions, particularly as the entire mortgage industry has moved to a more digital process? Top credit union executives discuss how to keep personal connections alive and thriving in a no-touch world.

Featuring Tracy Ashfield — President of ACUMA
Leora Ruzin — Director of Mortgage Lending, Valley First Credit Union and
Nicole Poole, External Home Loans Sales Manager, Patelco Credit Union

20-Minute Mentor: Yvette Gilmore

As SVP, Service Product Strategy at ServiceLink, Yvette Gilmore is responsible for developing ServiceLink’s products and services that support strategic servicer client initiatives. She also supports ServiceLink’s EXOS One Marketplace, the only AI-powered asset decisioning tool of its kind, that uses predictive modeling to determine the optimal disposition strategy for properties in default.

Prior to joining ServiceLink, Gilmore spent more than a decade at Freddie Mac, where she held several leadership positions and most recently served as vice president of servicer relationship and performance management. Prior to joining Freddie Mac, she led the loss mitigation departments at IndyMac and Washington Mutual.

20-Minute Mentor: Kim Hoffman

As COO for Envoy Mortgage, Kim is responsible for all aspects of mortgage fulfillment, operations, including on and offshore workforces, the customer experience and service delivery. She has more than 25 years’ experience in the mortgage industry, ranging from servicing, originations, compliance, private banking, operations, process improvement, technology & service delivery. Over the past 20 years, Kim has provided strategic oversight of mortgage operations with prominent industry organizations, including Sutherland Global Services, Morgan Stanley Home Loans, and the Royal Bank of Canada.

Kim’s overall career success can be attributed to her personal philosophy of developing strong relationships both professionally and personally. A strong believer in experiencing life, she regularly lobbies for internal campaigns to ensure employees are comfortable both mentally and physically while at work to foster and promote sustainable lifestyles.

Kim’s professional designations include Certified Mortgage Banker (CMB) and Accredited Mortgage Professional (AMP).

Serving the Underserved: Accessibility in digital lending

Serving the underserved isn’t just the right thing to do. It’s also a smart business approach. However, most mortgage lenders are unaware of the ways they can provide greater financial assistance to a larger borrower base.

This session aims to reverse that trend.

Join top lending executives as they discuss how lenders and technology partners can support and prioritize projects that support fair lending policies. Learn what mortgage lenders can do to help combat traditionally discriminatory housing policies and how we can measure success.


  • Steve Adamo, Head of Mortgage, Home Equity, Consumer Loan Operations and Underwriting, Santander Bank
  • Leigh Oehler Smith, SVP, Head of Mortgage Operations for HSBC
  • Kathryn Keeton, Director of Strategic Accounts, Roostify
  • Moderator: Chris Boyle, President, Home Lending at Roostify

Technology Showcase

Let a lender qualify your top tech hit list

Lender execs, you need to keep up with technology. Why not save time (and stress) by letting a lender vet the technologies for you?

Watch a lively discussion as a Planet Home Lending host interviews each tech provider and experiences each technology presentation first hand. Learning about tech solutions has never been so fun or easy.

Featuring tech providers: Global DMS, Black Knight, Ocrolus, Maxwell, Valuelink Software, Insellerate, BeSmartee, iEmergent, CloudVirga, ClosingCorp, Mortgage Sentinel, FundingShield, HouseCanary, MCT, & FormFree.


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