January 20-22, 2021  |  A Virtual Event Unlike Any Other



Wednesday, January 20th

4:30 PM – 6:00 PM (ET)

Economic Update with Odeta Kushi

Join audience favorite, First American’s Deputy Chief Economist Odeta Kushi as she discusses the impact of 2020’s big events on 2021. In another one of her captivating discussions, Odeta will share her insights on what can be anticipated for 2021, including the possible risk of a double dip recession in winter and Q1.


  • Odeta Kushi, Deputy Chief Economist, First American

Virtual Cocktail Party

Connect with your friends and other top executives at NEXT’s event favorite kickoff cocktail mixer

* This will be a closed Zoom meeting, available for registered attendees only 

Thursday, January 21st

11:00 AM – 12:45 PM (ET)


Take a look at Diversity and Inclusion from a financial standpoint, and understand the reasons a diverse, inclusive workforce yields higher ROI.   


  • Tony Thompson, CEO of NAMMBA, the National Association of Minority Mortgage Bankers of America

Avoiding Closing Delays in High Volume Markets

As the industry faces record-breaking originations, they also face major scalability challenges. Join a panel of experts as they discuss how technology and processes can either make way for faster closings, or cause days- and weeks-long backlogs.


  • Suzy Lindblom, COO, Planet Home Lending
  • Natalie Cooke, VP, Operations at Kind Lending, LLC
  • Kristal Sharp, VP Operations Support, loanDepot
  • Chanté Coury, Vice President, Mortgage Connect

1:10 PM – 2:35 PM (ET)

Three Phases of eClosings

This session features top lender execs and fintech eClosing experts as they discuss the different phases of eClosings, and the right eClosing solutions for different situations.   


  • Briana Ing, VP Product, Snapdocs
  • Katherine Campbell, Chief Digital Officer, Assurance Financial
  • Suzy Lindblom, COO, Planet Home Lending

20 Minute Mentor


  • Kristy FolinoManaging Director, Valutions, ServiceLink

Futureproofing with Technology and Process Design

It’s fine to go into survival mode, putting out fires at the beginning of a high volume market. However, it’s not a wise strategy in the long term. In this high-takeaway session, lenders learn how to marry technology and process design to create the smart strategies that will carry them forward with sustainability, scalability, higher profits, and lower loss and risk.    


  • Lisa SchreiberPresident, LSK Consulting

Secrets of Successful Salesforce Implementations

There’s a reason companies across the globe use Salesforce, the top performing CRM on the market. However, like any sophisticated solution, implementation can be as complicated as the system is powerful. In this informative session, you’ll learn the top issues companies have when implementing Salesforce, along with the tips and tricks for a smooth transition. It’s a must-see, whether you’re looking for a top performing CRM, or you’re a current Salesforce user.    


  • Tanya Brennan, Managing Partner, PhoenixTeam
  • Paul Weakley, Partner, PhoenixTeam

3:05 PM – 4:15PM (ET)

Solving Appraisal Turn Times and Workflow Efficiencies

Join lender execs and a C-suite valuation fintech exec as they tackle the big challenges in the valuation process, from slow processes and lack of transparency to the appriaser shortage — And what lenders can do to successfully address these issues.  


  • Brian Zitin,CEO, Reggora
  • Jan Valencia, Systems Admin, Alpha Mortgage Corporation
  • Suzy Lindblom, COO, Planet Home Lending

20 Minute Mentor


  • Diana McKeeverSVP Technology Product Manager, PrimeLending

Friday, January 22nd

11:00 AM – 12:00 Noon (ET)

Inside Caliber Home Loans’ DREAM D&I Program

Executives from this top lender discuss DREAM, the company’s new D&I program.


  • Ann Thorn, EVP, Chief Loan Administration Officer
  • Sean Harding, Chief Human Resources Officer
  • Renee Galitis, EVP, Chief Information Officer
  • Chaunine Shanks, SVP, Business Controls 

Appraisal Automation Amid a Pandemic: Implications for Lenders Today and Tomorrow

Lenders weren’t prepared for Covid-19’s impact on the appraisal process, so they did what any company would do — they scrambled to find the best possible solutions to unprecedented circumstances, all in the midst of uber-high origination volumes. But now that the dust has cleared, it’s time to make conscious, strategic decisions. Find out where the industry stands now with regard to valuation fintech. Learn what other lenders are doing, what’s working, and what’s not, as Vlad Bien-Aime, one of the best known names in the valuation space, talks big picture and specific details with a top senior mortgage executive.


  • Vlad Bien-Aime, CEO, Global DMS
  • Jennifer Folk, VP, Division Manager, Western TPO, Sierra Pacific Mortgage

12:30 PM – 1:35 PM (ET)

HECMs: Why Reverse Mortgages, and Why Now?

Reverse mortgages have come a long way and they’re are not all created equal. This session features senior lender executives in conversation with a leading HECM expert, as they discuss why these formerly overlooked products are making their way into the product lines of lenders of all sizes. HECMs, or Home Equity Conversion Mortgages, are the only reverse mortgages to be insured by the federal government, and are only available through FHA-approved lenders.


  • Brigitte Ataya, VP, Retail Sales Strategy at loanDepot
  • Kimberly Smith, SVP, Wholesale Lending, AAG, American Advisors Group
  • Wendy Peel, VP, Sales & Marketing, ReverseVision

The Present and Future of Digital Lending

A conversation with one of mortgage lending’s visionary leaders.


  • Brent Chandler, CEO, FormFree
  • Jennifer Folk, VP, Division Manager, Western TPO, Sierra Pacific Mortgage

Success Gameplans in Mergers & Acquisitions

Financial opportunities abound in high volume markets. But it’s not all about going public and Series A funding. There are a lot more choices for financial advancement, and high volume markets mark an ideal time to explore them. Join this session to get intel from an industry veteran with decades of leading start-ups and turnarounds through investment, growth and eventual sale to public companies. A must-attend for executives, founders, shareholders and owners who want to know about M&A options for their companies’ growth.    


  • Phil Huff, Managing Partner, MorningView Advisors

2:00 PM – 3:15 PM (ET)

20 Minute Mentor Reunion

Join several of speakers that kicked off NEXT’s most popular series, for The 20 Minute Mentor  Reunion. In this session, top lending executives discuss their views on the challenges and responsibilities of being a leader, and what leadership means to them in today’s climate. Find out what they’re currently doing, and how they’re paying it forward to the next generation of leading mortgage executives.


  • Suzy Lindblom, COO, Planet Home Lending
  • Terri Merlino, EVP and Chief Credit Officer, Freddie Mac
  • Julie Lane, Chief Digital Officer, Union Home Mortgage
  • Cerita Battles, Managing Director, Head of Affordable & Community Lending, Chase Home Lending


Social Action, Volunteerism & ROI

Between today’s uber high volume market and remote, work-from-home workforces, it’s easy for employees to feel overworked and disconnected. Add to that the alluring recruiting strategies of competitors, and companies are at risk of losing critical laborforces. In this session, a top employee volunteer programs expert discusses how companies can use volunteer programs to boost morale, increase productivity and engagement, and prevent staff attrition.


  • Sarah Hayes, Principal and Chief Consultant, SEH Consulting




Here is a sampling of executives — just a fraction of the more than 300 mortgage professionals registered to attend #NEXTWINTER21. Stay tuned to see how this list grows.

President, Taylor Morrison Home Funding
CEO, Freedom Mortgage
CEO, Pulte Mortgage
CEO, SWBC Mortgage
Chairman & CEO, Wintrust Mortgage
Chief Administrative Officer, U.S. Bank
Chief Analytics Officer, EPM
Chief Appraiser and Collateral Risk Manager, Penrith Home Loans
Chief Compliance Officer, FGMC
Chief Legal Officer and General Counsel, First Guaranty Mortgage Corporation
CIO, Caliber Home Loans
CMO, CrossCountry Mortgage
Co- CEO/Co-President, Community Loan Servicing
Co-Founder & COO, HighTechLending, Inc.
COO, Envoy Mortgage
COO, First Guaranty Mortgage Corporation
COO, Planet Home
Corporate Social Responsibility, Mr Cooper
EVP, CSR, Mr. Cooper
Executive Vice President, Mountain West Financial, Inc.
Founder and CEO, Stem Lending
Head of Credit Policy, Mr. Cooper
Head of Engagement Initiatives & Community Outreach, Wells Fargo
Head of Portfolio Management, Mr. Cooper
Head of Relationship Management – Government and Financial Institutions, BNY Mellon
Senior Vice President, Cornerstone Home Lending, Inc.
Senior Vice President and General Counsel, Federal Home Loan Bank of Dallas
Senior Vice President, Warehouse Lending, Prosperity Bank
SVP, Members 1st FCU
SVP Affinity Integration, FGMC
SVP Compliance & QC, SWBC Mortgage Corporation
SVP Customer Care, Freedom Mortgage
SVP Head of Correspondent Lending, TIAA Bank
SVP Investor Relations, PrimeLending
SVP Marleting & Communications, Highlands Residential Mortgage
SVP Production Transformation, Caliberh Home Loans
SVP Sales and Marketing, Homestead Funding Corp.
SVP- Wholesale Operations, Equity Prime Mortgage
SVP, Assistant General Counsel, Planet Home Lending
SVP, Business Controls Executive, Calliber Home Loans
SVP, Business Development, Mr Cooper
SVP, Director of Capital Markets, Citizens Bank (CFG)
SVP, Enterprise Initiative Planning and Execution, Gateway First Bank
SVP, Escrow Administration, Fairway Mortgage
SVP, Government Affairs, Freedom Mortgage
SVP, Human Resources, FGMC
SVP, Operational Risk Management, Gateway First Bank
SVP, Technology Product Manager, PrimeLending
SVP/AGC, Mr Cooper
Vice President, JPMorgan Chase Bank NA
Vice President of Finance and Systems Administration, FirstTrust Home Loans
Vice President of Mortgage Lending, Digital Federal Credit Union (DCU)
VP, Carrington
VP – Litigation Manager, Caliber Home Loans, Inc.
VP – PMO, PrimeLending
VP Branch Administration, Planet Home Lending
VP Business Development & Strategy, Morty

VP Client Delivery, Mr. Cooper
VP Compliance, FGMC
VP Consumer Direct, Caliber Home Loans
VP Enterprise Risk Management, Gateway First Bank
VP Marketing, Guidance
VP of Compliance, Cherry Creek Mortgage Cp., Inc.
VP of Operations, HighTechLending Inc
VP Originations Technology, Mr Cooper
VP Servicing Transformation, Mr. Cooper
VP, Agency Relations, Gateway First Bank
VP, Agency Relations & Chief of Staff to Jay Bray,, Mr. Cooper
VP, Chief of Staff, Caliber Home Loans
VP, Federal Policy & External Affairs, Rock Central on behalf of Quicken Loans
VP, Senior Transaction Manager, BNY Mellon
VP, Technology Product Manager, PrimeLending
VP, Treasury, Mr.Cooper
VP/Division Manager – Western TPO, Sierra Pacific Mortgage Company
AVP, Mr. Cooper
AVP – Real Estate Operations Manager, Members 1st Federal Credit Union
AVP Business Controls, Caliber Home Loans
AVP ERM, Mrcooper
AVP Loss Mit, Caliber Home Loans
AVP Marketing Risk and Compliance, Mr. Cooper
AVP National Real Estate, Caliber Home Loans
AVP of Asset Performance, Caliber home loans
AVP of Marketing and Communications, Guidance Residential
AVP, Branch Hotline & Reno Admin Dept, Caliber Home Loans
AVP, Business Operations, Caliber Home Loans
AVP, Correspondent Account Manager, West Gate Bank
AVP,Compensation, Caliber Home Loans
Loss Mitigation Manager, Caliber Home Loans
Loss Mitigation Processor, Caliber Home loans.
Manager, Lender Strategy & Integration, Freddie Mac
Managing Director and Legal Counsel, Fannie Mae
Marketing Director, Planet Home Lending
Regional Operations Manager, Caliber Home Loans
Relationship Manager, Wells Fargo Bank
Risk Analyst, TIAA Bank
RVP, Caliber Home loans
RVP, Client Relations, Proctor Financial
Senior Compliance Officer, HIghTechLending, Inc.
Senior Compliance Specialist, TIB Bank
Senior Director, Freddie Mac
Senior Financial Economist, Ginnie Mae
Senior Policy Analyst, Federal Housing Finance Agency
Compliance Director, Benchmark Mortgage
Compliance Director, Freddie Mac
Compliance Manager, First Guaranty Mortgage Corporation
Compliance Manager, Fulton Financial Corporation
Congressional Affairs, FHFA
Director, Fannie Mae
Director, FHLBC
Director of Events and Sponsorships, Freedom Mortgage
Director of Investor Relations and Government Affairs, United Wholesale Mortgage
Director of Operations, Everett Financial
Director, Legislative Policy and External Affairs, New American Funding
DVP Southeast sales, Caliber Home Loans
UW manager, Caliber


Win an iconic NEXT Tiffany bracelet

All attendees are registered 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.

All registered attendees are entered, but you must be present in the virtual meeting room at the time of the drawing to win.






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