Legal League 100 Fall Servicer Summit

Tuesday, September 24 | 8:00 A.M. – 1:30 P.M.

Open to all Legal League 100 members, associate members, and mortgage servicing professionals, the semi-annual Servicer Summit hosts the nation’s elite financial services law firms to discuss default policies, procedures, and emerging issues with leading mortgage servicing executives.

Event Director

Roy Diaz
Managing Sharehold
SHD Legal Group, P.A.

Roy Diaz is the shareholder of SHD Legal Group P.A. in Fort Lauderdale, Florida. Diaz has been a member of the Florida Bar since 1988, concentrating his practice in the areas of real estate, litigation, and bankruptcy. For over 20 years, he has represented lenders, servicers of both conventional and GSE loans, private investors, and real estate developers, with an emphasis on the mortgage servicing industry.

Exhibits &
Sponsorships

The 2019 Five Star Conference

Legal League 100 Servicer Summit Agenda

8:00 A.M. – 9:00 A.M.

All-Attendee Breakfast

9:00 A.M. – 9:05 A.M.

Chairman Opening Remarks

Chairman:
Roy Diaz – Managing Sharehold, SHD Legal Group, P.A.

9:05 A.M. – 9:50 A.M.

Ripples in the Pond: Regulatory Rulings Impacting Our Industry

Dive into the latest compliance changes, laws, and requirements, and learn how they have affected the industry in recent months.

Moderator:
M. Troy Freedman – Managing Foreclosure Attorney, Richard M. Squire & Associates, LLC

Panelists:
Ryan Bourgeois – General Counsel, Partner, BDF Law Group
Gina Daya – AVP of Foreclosure, Fay Servicing, LLC
Steven K. Eisenberg – Founder & Executive, Stern & Eisenberg
Ben Purser – Chief Risk Officer, RoundPoint Mortgage Servicing Corporation

9:05 A.M. – 9:50 A.M.

Best Practices in Bankruptcy: Updates on Recent Rules and Regulations

This panel will explore bankruptcy changes within the last 12 months, across both a national and a state level. Learn how these firms and servicers are dealing with these new hurdles.

Moderator:
Marc Wagman – Supervising Attorney, Potestivo & Associates P.C.

Panelists:
Shawn I. Carter – VP, Associate General Counsel, Mr. Cooper
Robert W. Norman Jr. – Shareholder, Houser & Alison, APC
David K. Greene – Associate General Counsel, Fannie Mae

9:50 A.M. – 10:05 A.M.

Networking Break

10:05 A.M. – 10:50 A.M.

Hand in Hand: Collaborating to Improve Industry Standards

Law firms and top servicing professionals join together to discuss the challenges and obstacles facing the industry today, as well as how to improve standards of communication between all stakeholders.

Moderator:
Adam Gross – Partner, Gross Polowy, LLC

Panelists:
Jodi Cooper – Default Firm Management, Legal-Single Family, Fannie Mae
Tyron Miller – Relationship and Performance Management, Freddie Mac
Stephanie Ruiz – Director of Default Servicing and Bankruptcy, Ocwen Financial Corporation
Joseph Tirello – Attorney, ZBS Law, LLP
Ramie Word – Senior Vice President of Performing Servicing, Mr. Cooper

10:05 A.M. – 10:50 A.M.

On the Docket: A Look at Pertinent Pending Litigation

This session will spotlight the latest cases that need to be on the radar for servicers and law firms, and how they could impact the landscape going forward.

Moderator:
David A. Friedman – Senior Trial Attorney, VanNess Law Firm, PLC

Panelists:
Jane E. Bond – Managing Partner, Florida Litigation, Mccalla Raymer Leibert Pierce
Jane Larkin – Vice President Default Management, Colonial Savings
Kent Pearson – Associate General Counsel, Fannie Mae
Blake A. Strautins – Partner, Kluever & Platt, LLC

10:50 A.M. – 11:35 A.M.

The Future of Fair Debt Collection: FDCPA Changes and How They Could Affect You

Servicers and law firms discuss the recent proposed changes by the CFPB. Discover how these changes may impact the industry and change the way we do business down the line.

Moderator:
Caren Castle – Senior Mortgage Servicing Attorney, The Wolf Firm

Panelists:
Daniel Chilton – Partner, Robertson, Anschutz and Schneid, PL
Candace Russel – Vice President – Post Sale, Carrington Mortgage Services, LLC
January Taylor – Managing Partner, McMichael Taylor Gray, LLC
Beth M. Northop-Day – Assistant General Council, Vice President , U.S. Bank

10:50 A.M. – 11:35 A.M.

The New Normal: Maintaining Viability in a Low-Volume Environment

Join this panel to hear what lenders, servicers, and law firms are doing to streamline processes and ensure efficiency, all while maintaining cost savings and keeping up with the latest trends.

Moderator:
Jim DeLoach – Senior Counsel, McCalla Raymer Leibert Pierce, LLC

Panelists:
Kimberly Dawson – Director Single-Family REO Fulfillment, Fannie Mae
John A. Dunnery – Vice President, Government Loan Servicing, Bayview Loan Servicing, LLC.
Lee S. Raphael – Owner and Managing Attorney, Prober & Raphael, A Law Corporation
Neil Sherman – Managing Partner, Schneiderman & Sherman, P.C.

11:35 P.M. – 11:45 P.M.

Networking Break

11:45 A.M. – 12:25 P.M.

Servicer Super Session: Keeping the Lines of Communication Open

This discussion will explore strategies for promoting more efficient and effective communication (including across multiple departments within a servicing organization), escalation of non-routine issues, and inconsistent practices among servicers.

Moderator:
Roy Diaz – Managing Sharehold, SHD Legal Group, P.A.

Panelists:
Mike Aiken – Senior Vice President and Associate General Counsel, Fay Servicing, LLC
Christopher L. Carmen – Litigation and Compliance Counsel, BSI Financial Services
Jennifer Gordon – Vice President, Vendor Management, PennyMac
Kristin Synan – Foreclosure Manager, LendingHome

12:25 P.M. – 12:50 P.M.

All-Attendee Lunch

12:50 P.M. – 1:20 P.M.

Afternoon Keynote Address

1:20 P.M. – 1:30 P.M.

Moderators & Panelists

Jane Bond

Jane Bond

Managing Partner, Mccalla Raymer Leibert Pierce

PANELIST

Christopher Carmen

Christopher Carmen

Litigation and Compliance Counsel, BSI Financial Services

PANELIST

Caren Castle

Caren Castle

Senior Mortgage Servicing Attorney, The Wolf Firm

MODERATOR

Daniel Chilton

Daniel Chilton

Partner, Robertson, Anschutz and Schneid, PL

PANELIST

Kimberly Dawson

Kimberly Dawson

Director Single-Family REO Fulfillment, Fannie Mae

PANELIST

John Dunnery

John Dunnery

Vice President, Government Loan Servicing, Bayview Loan Servicing

PANELIST

M. Troy Freedman

M. Troy Freedman

Managing Foreclosure Attorney, Richard M. Squire & Associates

MODERATOR

David Friedman

David Friedman

Senior Trial Attorney, VanNess Law Firm, PLC

MODERATOR

Adam Gross

Adam Gross

Partner, Gross Polowy, LLC

MODERATOR

Robert Norman

Robert Norman

Attorney, Houser & Alison, APC

PANELIST

Kent Pearson

Kent Pearson

Associate General Counsel, Fannie Mae

PANELIST

Lee Raphael

Lee Raphael

Owner and Managing Attorney, Prober & Raphael

PANELIST

Neil Sherman

Neil Sherman

Managing Partner, Schneiderman & Sherman, P.C.

PANELIST

Blake Strautins

Blake Strautins

Partner, Kluever & Platt, LLC

PANELIST

Joseph Tirello

Joseph Tirello

Attorney, ZBS Law, LLP

PANELIST

Ramie Word

Ramie Word

Senior Vice President of Performing Servicing, Mr. Cooper

PANELIST

Event Sponsors

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