46th Annual WMBA

Real Estate Finance


April 22-23, 2020
Session Descriptions
General Session Opening
8:05 - 8:45 am

William Kooper, MBA  Bio Link

Session description to follow.


General Session 1
8:45 - 9:45 am

Scott Happ, CEO, Optimal Blue

Technology in the Mortgage Industry.
Better update your resume! Robots will take over Mortgage Lending by 2021.

Well maybe not robots but Scott Happ, CEO, Optimal Blue will share his views on just how technology will impact Mortgage Lending and your job in the very near future. Advancements in mortgage technology including competitive insight, secondary marketing, vendor connectivity and social media compliance will change the way you run your business in 2020 and beyond. You can sit back and let technology creep up on you or you can meet it head-on with this forward looking presentation.
General Session 2
10:30 - 11:15 am

Isaac Boltansky, Compass Point
Director of Policy Research 

What are the politicians up to as they make the rules that you will have to live by?

Big things are happening in Washington. Things that will dramatically impact the way you live and do your job. Isaac Boltansky, Director of Policy Research at Compass Point Research & Trading will join us to give us a sneak peek at what’s happening in Washington and how the ever-shifting political landscape may affect your life and livelihood.

Breakout Sessions 1
11:15 - 12:15pm 

Technology Breakout - Optimal Blue
Increase Profits, Create Efficiencies, Better Serve Borrowers With Secondary Marketing Automation

Join Jeremy Marino, Vice President of Sales at Optimal Blue, in this informative session to learn how today’s lenders are increasing profitability, discovering dramatic workflow efficiencies, and exceeding borrower expectations by fully automating their secondary marketing function. In this session, Jeremy will overview Optimal Blue’s Product & Pricing, Hedge Analytics, and Loan Trading solutions and share the advantages they are bringing to over 950 successful mortgage lenders every day.  Additionally, Jeremy will outline how Optimal Blue helps break down integration barriers with your mortgage technology systems, share key considerations when implementing a secondary marketing automation platform, and discuss best practices for competing in today’s lending market.

Breakout Sessions 1
11:15 - 12:15pm 

E-Closing and Remote Online Notarization - Knight Barry Title

Are Remote Online Notarizations and E-Closing on your to-do list for 2020?
Join Cheri Hipenbecker and An-Shih Lee from Knight Barry Title as they share their insights, tips and strategies for implementing RON and E-Closings.  The learning curve can be bumpy. Why not let the experts help you smooth out your path?

Breakout Sessions 1
11:15 - 12:15pm 

Affordable Housing Panel Discussion
Do Affordable Housing Initiatives have you excited, frustrated, or totally baffled? Maybe we can help!

More and more borrowers today are facing the challenge of finding and financing affordable housing. A better understanding these challenges will put you and your company in a better position to help borrowers negotiate a path to homeownership. 
The 2020 WMBA Affordable Housing Panel has been designed to help lenders, regardless of what part of the state you reside, better understand the barriers to homeownership, low down payment strategies, and products that can help you best serve the communities in which you live. This panel of local experts will share their hard-fought real life experience in this extremely challenging area of lending. Panelists will also discuss what the future may hold based on the potential impact of housing and regulatory reform. Don’t miss this opportunity to hear this who’s who of Affordable Lending panel shine a light on this challenging problem.
Breakout Sessions 2
2:15 - 3:15pm
Managing Remote Staff Effectively

Managing the bathrobe and slippers crowd.
Let’s be honest. We all envision offsite employees as sitting around in their bathrobes and slippers all day, with kids, pets and all sorts of distractions as they do the work we pay them for. While that vision may or may not be true, this panel discussion will discuss the realities of managing offsite employees. Specific topics will include; identifying the right candidates, managing your brand, productivity, accountability, ground rules and management tips. If you are currently managing staff working from home or are considering it, you need to join us for this eye-opening discussion.

Breakout Sessions 2
3:15 - 4:00pm
Servicing Panel Discussion

Candace Taylor, Associated Bank

Servicers talking Servicing!
Candace Taylor from Associated Bank, Chair of the WMBA servicing committee will moderate a panel of top local servicers as they discuss a broad range of ongoing challenges including the upcoming LIBOR changes, the Taxpayer First Act, the impacts of new URLA on servicing as well as audit requirements. The panelists will also share best practices and happily address any other issues of the day.

Breakout Sessions 2
3:15 - 4:00pm

Sales Trainer Preesentation
Ginger Bell, Edumarketing

“Alexa, find me a Loan Officer in Madison Wisconsin”
Ginger Bell, nationally renowned speaker and best-selling author will join us for a presentation designed to help both veteran and social media newbies understand the vast opportunities presented by a well-planned social media strategy.  You will learn how to compete with the big national players with major brand recognition and budgets, why voice search is becoming the norm for homebuyers and how some old school communication and marketing are making a comeback

Breakout Sessions 3
3:15 - 4:00pm

Sales Trainer Preesentation
Ginger Bell, Edumarketing

Online videos are a great idea…but where do I start?
In the workshop following her presentation, Ginger will show us how to get started using online videos. Her tips and strategies will help us, easily and affordably, create, our own videos using equipment that most of us already have in our homes and offices.

Breakout Sessions 3
3:15 - 4:00pm

Economist Presentation
Tian Liu, Chief Economist
Genworth Mortgage Insurance

Demand, Demographics, Challenges and Opportunities – An Economists Opinion
Join Tian Liu, Chief Economist at Genworth Mortgage Insurance as he provides insight into the current economic environment and its implications on interest rates and housing demand. Mr. Liu will give his thoughts on the current supply constraints and what the future may hold for Wisconsin’s economy and housing market.

Closing Session
4:00 - 4:15pm

Mike Theo, President & CEO
Wisconsin Realtors Association

What’s up with Wisconsin Real Estate?
How can you conclude a Real Estate and Finance Conference without taking a closer look at what’s most important to all of us…our local Wisconsin markets? Mike Theo, President & CEO of the Wisconsin Realtors Association will help us wrap up the day with his view of where we are and what we can expect from Wisconsin real estate across the state.


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