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.

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
David K. Greene – Associate General Counsel, Fannie Mae
Bob Norman – Shareholder, Houser & Alison, APC

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 – Founding Partner, Gross Polowy, LLC

Panelists:
Jodie Cooper – Default Firm Management, Fannie Mae
Tyron Miller – Relationship and Performance Management, Freddie Mac
Joseph Tirello – Attorney, ZBS Law, LLP
Ramie Word – SVP 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, Van Ness Law Firm, PLC

Panelists:
Jane E. Bond – Managing Partner, Florida Litigation, Mccalla Raymer Leibert Pierce
William R. Pace – MidFirst Bank
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
Brent Masters – Assistant General Counsel, Citigroup, Inc.
Candace Russel – Vice President – Post Sale, Carrington Mortgage Services, LLC
January Taylor – Managing Partner, McMichael Taylor Gray, LLC

11:00 A.M. – 11:45 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 of Loss Mitigation, 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 A.M. – 11:45 A.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. Carman – 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

Speaker:
Terry Smith – Chief Executive Officer, Rushmore Loan Management Services, LLC

1:20 P.M. – 1:30 P.M.

Moderators & Panelists

Jane Bond

Jane Bond

Managing Partner, Mccalla Raymer Leibert Pierce

PANELIST

Ryan Bourgeois

Ryan Bourgeois

General Counsel, Partner, BDF Law Group

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

Jodie Cooper

Jodie Cooper

Default Firm Management, Fannie Mae

PANELIST

Kimberly Dawson

Kimberly Dawson

Director Single-Family REO Fulfillment, Fannie Mae

PANELIST

Gina Daya

Gina Daya

AVP of Foreclosure, Fay Servicing, LLC

PANELIST

Jim DeLoach

Jim DeLoach

Senior Counsel, McCalla Raymer Leibert Pierce, LLC

MODERATOR

John Dunnery

John Dunnery

Vice President, Government Loan Servicing, Bayview Loan Servicing

PANELIST

Steven Eisenberg

Steven Eisenberg

Founder & Executive, Stern & Eisenberg

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

David Greene

David Greene

Associate General Counsel, Fannie Mae

PANELIST

Jennifer Gordon

Jennifer Gordon

Vice President, Vendor Management, PennyMac

PANELIST

Adam Gross

Adam Gross

Partner, Gross Polowy, LLC

MODERATOR

Tyron Miller

Tyron Miller

Relationship and Performance Management, Freddie Mac

PANELIST

Bob Norman

Bob Norman

Shareholder, Houser & Alison, APC

PANELIST

Kent Pearson

Kent Pearson

Associate General Counsel, Fannie Mae

PANELIST

Ben Purser

Ben Purser

Chief Risk Officer, RoundPoint Mortgage Servicing Corporation

PANELIST

Lee Raphael

Lee Raphael

Owner and Managing Attorney, Prober & Raphael

PANELIST

Neil Sherman

Neil Sherman

Managing Partner, Schneiderman & Sherman, P.C.

PANELIST

Terry Smith

Terry Smith

Chief Executive Officer, Rushmore Loan Management Services, LLC

SPEAKER

Blake Strautins

Blake Strautins

Partner, Kluever & Platt, LLC

PANELIST

January Taylor

January Taylor

Managing Partner, McMichael Taylor Gray, LLC

PANELIST

Joseph Tirello

Joseph Tirello

Attorney, ZBS Law, LLP

PANELIST

Marc Wagman

Marc Wagman

Supervising Attorney, Potestivo & Associates P.C.

MODERATOR

Ramie Word

Ramie Word

Senior Vice President of Performing Servicing, Mr. Cooper

PANELIST

Event Sponsors

Exhibition & Sponsorship Questions

For more information on exhibition or other sponsorship opportunities,
please contact us at 214.525.6700 or fill out the form below:

  • This field is for validation purposes and should be left unchanged.