August 18-20, 2021 | The event for senior mortgage executives

Session Highlights

KEYNOTE: Economic Update

Not Your Average Market: A Modern Economist’s Perspective of Housing in 2021

Forget the “same old, same old” economic blah blah and understand today’s housing market in a new and meaningful way.

Dr. Skylar Olsen, one of her generation’s leading voices in housing economics, gives a fresh take on today’s unique housing market. This millennial star economist is passionate about the housing industry, from the economic impact of climate change on housing, to the ways different markets impact various communities.

Skylar is Principal Economist at ClimateCheck.com, a startup that allows users to get a climate-related risk assessment based on property address, Founder of consultancy Reimagine Economics, and Principal Economist at Tomo, the mortgage startup founded by two former execs at Zillow, where she worked for eight years.

In 2019, Skylar testified before Congress’ Housing Financial Services Committee, based on the hearing of “The Fair Housing Act: Reviewing Efforts to Eliminate Discrimination and Promote Opportunity in Housing.”

Skylar is frequently sought after for commentary in both local and national print and broadcast media.


  • Dr. Skylar Olsen, Principal Economist, ClimateCheck.com; Principal Economist, Tomo; Founder, Reimagine Economics; former Senior Principal Economist at Zillow

C-Suite Conversation: Leadership in a Time of Digital Transformation 

The pandemic pushed companies out of their comfort zones and into much-needed technological advancement. It also left many mortgage companies in a state of “tech overload” exhaustion — in a market where technology use could mean the difference between success and failure.

In this session, two of the mortgage industry’s most admired C-suite leaders discuss the challenges of leading teams in the Covid-19 era; strategies for promoting innovation, productivity and continued technology adoption; and reasons a continued focus on technology is so important going forward.


  • Suzy Lindblom, COO, Kind Lending
  • Shelley Leonard, EVP, Chief Product Officer, Black Knight

Leaders in Conversation: Next-Stage Lessons from 2020 

Join two respected executive leaders for an intimate discussion on lessons learned from guiding teams and leading companies during 2020’s many changes and challenges.

  • Learn how each leader adapted to the pandemic’s WFH mandates, the nation’s increased focus on social justice, and uber-high origination volumes.
  • Find out which skill sets and past experiences most helped them navigate 2020’s unprecedented circumstances
  • Discover the new leadership skills and lessons they mastered to keep their companies moving forward

Kimberly Nichols, Senior Managing Director, PennyMac Loan Services, LLC.
Claudia J. Merkle, CEO, National Mortgage Insurance Corporation

Mortgage Compliance in 2021

A panel of Chief Compliance Officers discuss lenders’ biggest compliance concerns, from evergreen challenges like MLO compensation, to recent changes like QM rulings and APOR guidelines, to post-election topics, like CFPB rule making and direction of the agency — and more.  


  • Laura LaRaia, Chief Legal Officer and Chief Compliance Officer at Sprout Holdings

(stay tuned for additional panelists)

    Race & Homeownership in 2021’s Hot Housing Market

    Today’s housing market is breaking records and experts say it’s no bubble. How is the hot housing market — with its multiple offers, all-cash deals, no-contingency sales, and sales prices far above asking — impacting communities of color?

    Three noted exec experts dig into the real impact this market is having on communities of color in 2021. Find out why it’s so important to consider this issue as we move forward, and how the industry can work together to address these challenges.


    • Keosha Burns, Executive Director, Senior Advisor, Community & Affordable Lending, Chase
    • Tony Thompson, Founder/CEO, NAMMBA
    • Dalila Ramos, Vice President, Diversity of Growth, EPM

    Expanding Product Lines (and Profits) with Reverse Mortgages

    Reverse mortgages are still one of the best kept secrets among certain lenders. Most lenders don’t realize that this rapidly growing market can provide a profitable revenue stream that yields high satisfaction ratings, not only among customers, but among originators and staff as well.

    • Learn how to add reverse mortgage to your product line, from tech to operations to training — and look like a hero inside your organization
    • Discover the myths and misconceptions about this often misunderstood product line
    • Find out how to move to implementation, avoid mortifying mistakes and incorporate this channel into your existing processes.


    • Sunny Madhii, VP, Operations, ReverseVision
    • Carissa Orozco, Director of Business Development – Strategic Partners, ReverseVision

    The Career Impact of Mortgage’s Digital Transformation

    Join two multi-decade mortgage industry veterans as they discuss how the industry’s digital evolution impacted their careers, ideas, and viewpoints on the industry, as well as the legacies they want to leave behind. 

    Christy Moss, CMB, Head of Sales & Marketing, FormFree
    Jocelyn Brooks, National Account Manager, FormFree

    Lender Showcase: Inside EPM

    Get an insider’s look at one of the industry’s fast growing lenders.

    Equity Prime Mortgage (EPM) was founded at the height of the mortgage crisis in 2008 and has grown to become one of the leading mortgage lenders in the U.S., licensed in 49 states and operating 18 office locations across the nation. EPM provides an array of lending resources such as conventional, FHA, VA, 203K, reverse and USDA loans, and is a trusted Fannie Mae, Freddie Mac & Ginnie Mae Seller/Servicer.

    In this session, four C-level execs take us inside the culture and core values of this aggressively growing lender. What sets them apart and how are they succeeding? Tune in for lessons learned and how they built The EPM Way.


    • Suha Zehl, Chief Analytics Officer
    • Kerry Cole, Chief Wholesale Officer
    • Jason Frazier, Chief Strategy Officer
    • Eric Skates, Chief of Staff

    eClosing Implementations for Executives: Keys to Success

    A successful implementation can make an executive’s career. A failed one can marr it. Any implementation can be tricky, but with so many nuanced variables to consider, eNotes can be even more so. In this session, a lender executive speaks with experts in eNotes and implementations to reveal the keys to a methodical, well-executed transition to eNotes.

    • Learn the four keys to success
    • Discover how to heighten adoption among LO’s and branch managers
    • Learn how to avoid potential pitfalls and repercussions of a failed implementation


    • Teri Pansing,VP, Corporate Closing, Fairway Independent Mortgage Corporation
    • Amy Moses, Senior Field Marketing Manager, Snapdocs
    • Camilia Martin, Head of Industry & Regulatory Affairs, Snapdocs

    Stay tuned for new sessions & speakers. To be first to find out when new sessions are added, follow us on LinkedIn and sign up for our daily newsletter.




    Here is a sampling of executives — just a fraction of our registered attendees for #NEXTSUMMER21. Stay tuned to see how this list grows.

    VP Implementation Manager, Verus Mortgage Capital
    Chief Analytics Officer, EPM
    SVP of Wholesale Operations, EPM
    Assistant Vice President, Marketing and Communications, Guidance Residential
    SVP, National Fulfillment, Planet Home Lending
    Manager Realtor Relationships, GO Mortgage
    VP Information Systems, George Mason Mortgage LLC
    Sr. Sales & Operations Manager, Goldwater Bank
    Co-Founder & COO, HighTechLending, Inc.
    Director, Correspondent Operations, TIAA Bank
    VP PMO, PrimeLending
    Marketing Director, First Centennial Mortgage
    SVP, Technology Product Manager, PrimeLending
    President, Taylor Morrison Home Funding
    Chief Operating Officer, SWBC Mortgage Corporation
    COO, First Guaranty Mortgage Corp
    Vice President-Finance, FirstTrust Home Loans
    MLO, Supreme Lending
    SVP, Risk Manager, Warehouse Lending, Texas Capital Bank
    VP, Technology Product Manager, PrimeLending
    VP of Operations, HighTechLending, Inc
    AVP Mortgage Compliance & Projects, Mountain America Credit Union
    AVP Mortgage Sales, Mountain America Credit Union
    VP Branch Administration, Planet Home Lending
    SVP, Head of Correspondent Lending, TIAA Bank

    VP Marketing, Guidance
    SVP of Underwriting Initiatives, CrossCrountry Mortgage, LLC
    VP Global Strategic Sourcing, Caliber Home Loans
    SVP, National Sales Manager Correspondent Lending, TIAA Bank
    Chief Compliance Officer, Legacy Mutual Mortgage
    Business Process Improvement Manager, DHI Mortgage
    VP, Relationship Manager Structured Mortgage Finance, TIAA Bank
    AVP Mortgage Operations, Mountain America Credit Union
    Vice President Operations, Republic State Mortgage
    First Vice President, Orange Coast Lender Services
    SVP Compliance & QC, SWBC Mortgage Corporation
    Senior Vice President, Prosperity Bank
    Vice President, Promontory MortgagePath
    Director, Wholesale Marketing & Training, loanDepot Wholesale
    VP Compliance, First Guaranty Mortgage Corporation
    Chief Compliance Officer, Cherry Creek Mortgage, LLC
    Systems Manager, Alpha Mortgage Corporation
    Compliance Director, Benchmark Mortgage
    SVP & Head of Mortgage Banking, East West Bank
    SVP Real Estate Lending, Members 1st FCU
    VP, Relationship Manager Structured Mortgage Finance, TIAA Bank
    SVP Marketing & Communications, Highlands Residential Mortgage
    VP Marketing, Planet Home Lending LLC
    Mortgage Manager, Patelco Credit Union
    Chief Compliance Officer, First Guaranty Mortgage Corporation
    Marketing Assistant, Longbridge Financial


    Win an iconic NEXT Tiffany bracelet

    If you’ve been following along via our social media, you may have noticed some of your friends showing off this amazing prize from past events. Well, here’s your chance to win your very own!

    All registered attendees are automatically entered to win an iconic Tiffany bracelet, engraved with the NEXT logo.

    NEXT Tiffany bracelets are only available as prizes, exclusively for NEXT’s VIP community.






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