University of Texas School of Law
2017
The Future of Residential Mortgage Lending
Austin Sep 27, 2017 AT&T Conference Center
$195 Individual  |  $245 after Sep 20
Live Webcast Sep 27, 2017
$145 Individual
RECEPTION SPONSOR
PeirsonPatterson, LLP

UT Law CLE

2017 The Future of Residential Mortgage Lending

Program Features
The Future of Residential Mortgage Lending is a deep dive into the residential mortgage industry with a cutting-edge agenda featuring topics ranging from Disruptive Technologies for the Mortgage Industry to Current Trends in Servicing Enforcement and Litigation. Hear the latest in developments in the industry and gain insight into what is coming next straight from expert faculty from Fannie Mae, Freddie Mac, Wells Fargo, Deutsch Bank, Citi, First American Title Insurance Company, and more, and network with faculty and fellow attendees throughout the afternoon, including a reception at the close of the program.
 
Stay on for the Mortgage Lending Institute for current developments and industry trends, practical information on real estate lending, financing, and title issues, and provides a must-have set of materials and resources.

UT Law CLE

2017 The Future of Residential Mortgage Lending

8/18/17
Schedule

Wednesday Afternoon

Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX

12:15 pm

Austin Only

Registration Room Opens

Includes light refreshments.

12:50 pm
Welcoming Remarks

1:00 pm

0.50 hr

Disruptive Technologies for the Mortgage Industry

Hear what technology-induced changes are looming and how the mortgage industry needs to embrace disruption, given the latest advances and innovations in technology. Explore case studies and business outcomes involving big data and analytics, machine learning, cognitive computing, and blockchain technologies.

Chitra Dorai, Fellow and Master Inventor, IBM Global Business Services - New York, NY

1:30 pm

0.50 hr

Politics at Home and Abroad

Explore the political pressures in Washington and abroad that affect the residential mortgage market, and identify significant related litigation, legislation, regulation, and world capital market issues.

Kurt Pfotenhauer, Vice Chairman, First American Title Insurance Company - Washington, DC
Karen M. Neeley, Senior Counsel, Kennedy Sutherland LLP - Austin, TX

2:00 pm

0.50 hr

Technology in Real Estate: Market Implications and Advice for Tech-Enabled Real Estate Start-Ups

Examine how technology currently impacts the real estate market and how it may impact the real estate market in the future. Gain practical guidance on issues related to tech-enabled real estate start-ups. 

I. Bobby Majumder, Firmwide Co-Chair, India Practice and Dallas Office Managing Partner, Perkins Coie, LLP - Dallas, TX

2:30 pm

0.50 hr

Current Trends in Servicing Enforcement and Litigation

Survey recent mortgage servicing enforcement actions and litigation.

Brandon Sargent, Associate General Counsel, Citi - Irving, TX

3:00 pm
Break

3:15 pm

0.50 hr

Managing Risk in a Global Banking Institution

Hear about the major concerns looming for 2018 and general best practice tips for risk management, and discover how risk managers create value at their institutions.

Nicholas Diieso, Vice President, Global Risk Management, Deutsche Bank - New York, NY

3:45 pm

0.50 hr

Freddie Mac’s Duty to Serve Program

This July, the Federal Housing Finance Agency concluded the comment period on Freddie Mac and Fannie Mae's proposed plans to implement Duty to Serve requirements. These plans—which could be put into effect as soon as January 2018—are designed to meet mandates that the GSEs provide leadership to facilitate a secondary market for mortgages on housing for very low-, low-, and moderate-income families in Manufactured Housing, Affordable Housing Preservation, and Rural Housing. Before these plans are put into effect, hear an overview of the new regulation, Freddie Mac’s Underserved Markets Plan, and related legal and structural challenges in these markets.

Ann Epstein, Senior Director Project Management, Freddie Mac - Washington, DC

4:15 pm

0.50 hr

New TRID Same as Old TRID

On July 7, 2017 the CFPB published a final rule amending the TRID regulations. Analyze the key components of the new rule and take a look back at implementation and productions challenges with the TRID rule.

Brian Webster, Senior Vice President, Strategic Planning Manager, Wells Fargo Home Mortgage - Columbia, MD

4:45 pm

0.50 hr

eMortgage: Transforming the Digital Mortgage Experience

Learn about the eMortgage process as an integral solution to significantly improving the borrower experience, building competitive advantage, and delivering operational and capital efficiencies. Discuss the digital transformation, why the time is right for eMortgages, and Fannie Mae’s commitment to meeting current and future needs of customers and the industry.

Shane Hartzler, Director, eMortgage Strategy and Operations, Fannie Mae - Washington, DC

5:15 pm

Austin Only

Adjourn to Reception

Austin Only

Networking Reception

UT Law CLE

2017 The Future of Residential Mortgage Lending

Faculty

Conference Faculty

Nicholas Diieso
Vice President, Global Risk Management, Deutsche Bank
New York, NY
Chitra Dorai
Fellow and Master Inventor, IBM Global Business Services
New York, NY
Ann Epstein
Senior Director Project Management, Freddie Mac
Washington, DC
Shane Hartzler
Director, eMortgage Strategy and Operations, Fannie Mae
Washington, DC
I. Bobby Majumder
Firmwide Co-Chair, India Practice and Dallas Office Managing Partner, Perkins Coie, LLP
Dallas, TX
Karen M. Neeley
Senior Counsel, Kennedy Sutherland LLP
Austin, TX
Kurt Pfotenhauer
Vice Chairman, First American Title Insurance Company
Washington, DC
Brandon Sargent
Associate General Counsel, Citi
Irving, TX
Brian Webster
Senior Vice President, Strategic Planning Manager, Wells Fargo Home Mortgage
Columbia, MD

Planning Committee

Christopher W. Christensen—Chair
PeirsonPatterson, LLP
Dallas, TX

UT Law CLE

2017 The Future of Residential Mortgage Lending

Credit Information

MCLE Credit

Texas
4.00 hrs
Legal Specialization(s): Bankruptcy Law, Consumer Law, Real Estate Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
4.00 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
5.50 hrs
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

TX Accounting CPE
5.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  
TX Insurance
Additional Information
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
TX Real Estate Commission (TREC)
Additional Information
https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance at the conference.

MCLE Credit

Texas
4.00 hrs
Legal Specialization(s): Bankruptcy Law, Consumer Law, Real Estate Law
Additional Information
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
California
4.00 hrs
Additional Information
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Oklahoma
5.50 hrs
Additional Information
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Other States
4.00 hrs
Additional Information
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour. 

Other Credit

TX Accounting CPE
5.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.
TX Insurance
TX Real Estate Commission (TREC)
Additional Information

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance once you complete the course.

UT Law CLE

2017 The Future of Residential Mortgage Lending

Key Dates

Austin

  • Last day for Individual early registration: Sep 20, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Sep 22, 2017
  • Last day for cancellation (partial refund): Sep 25, 2017
    $50 processing fee applied

Live Webcast

  • Last day for cancellation (full refund): Sep 22, 2017
  • Last day for cancellation (partial refund): Sep 25, 2017
    $50 processing fee applied

UT Law CLE

2017 The Future of Residential Mortgage Lending

Hotel / Venue

Austin

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map


UT Law CLE

2017 The Future of Residential Mortgage Lending

Sponsors