2019 RegList Annual Workshop

November 04, 2019 5:00 PM PST to November 06, 2019 5:00 PM PST

The Waterfront Beach Resort, a Hilton Hotel
21100 Pacific Coast Highway
Huntington Beach, CA 92648
Venue website

We are excited to present our annual RegList Workshop again this year!

The RegList Annual Workshop - Boutique, one of a kind industry event for RegList members to go to the next level in not only understanding the information provided but also walking away with ways to implement back at the office or with clients. Presenters are RegListers who are not only passionate about the industry but also to teach others what they have sought to understand.

Are you or your company interested in partnering with the RegList to provide this invaluable resource?  Excellent!

TAKEN!  Presenting Sponsor - only 1 opportunity!  Includes 3 registrations (for guests or company members) to the RegList Workshop ($2975 value), company name and logo on all materials, social media and signage, company representative to help kick off the event, company link and logo on RegList site for 6 months, exclusive table at event for company materials/promotional items, option to place promotional items on the attendee tables, and attendee list.

RegList Champion - Includes 2 registrations (for guests or company members) for the RegList Workshop ($1190 value), company name and logo on agenda, company link and logo on RegList site for 3 months, table space at the event for company materials/promotional items, and attendee contact list.

RegList Advocate - Includes 1 registration for the RegList Workshop ($595 value), Company name and logo on agenda, company link and logo on RegList site for 1 month, and attendee contact list.

Pricing

$645 for RegList Members (early bird is $50 off!), $745 for non RegList Members

Hotel

A limited block of oceanview suite rooms has been reserved at the Waterfront Hotel which is discounted ($289/night) compared to the rack rate online. Please call (800) 822-7873 to make your reservations and be sure to mention "RegList On The Ocean" to receive your discount.

To make your reservation, please follow this link: http://www.hilton.com/en/hi/reservations/index.jhtml?hotel=HUBWHHF&groupCode=REGL

AGENDA 

Day One - Tuesday, November 5, 2019

 

7:00 – 8:30am                    Breakfast & Registration

 

Workshops

 

8:30 – 8:45am                    Introductions

 

8:45 – 9:30am                    Market & CFPB Update

                                                Justin Wiseman, AVP, Managing Regulatory Counsel, Public Policy & Industry Relations, Mortgage Bankers Association

 

9:30 – 10:30am                  GNMA & VA Developments – APM Frenzy & Enforcement

                                                Steve Condron, Operations Counsel, Veterans United Home Loans

                                                Sherry-Maria Safchuk, Associate, Buckley

  

10:30 – 10:45am               Break

 

10:45 – 12:00pm               Temporary Authority to Operate – Beyond the Basics

                                                Sam Wolling, VP National Licensing, GuaranteedRate

    Bill Young, VP NMLS Business Services, CSBS

    Tim Lange, Chief Operating Officer, Approved Licensing at Buckley

  

12:00 – 1:00pm                 Lunch

 

1:00 – 2:15pm                    Compliance Management System – Power of Data.

                                                Melissa Koupal, SVP Loan Integrity, loanDepot

                                                Joshua Kotin, Counsel, Buckley

 

2:15 – 2:45pm                    Break

 

2:45 – 4:00pm                   State Examination & Enforcement Update.

                                                Kaitlyn Cherry, Corporate Counsel Compliance Management, Guild Mortgage Company

                                                Michelle Canter, Partner, Bradley

 

4:00 – 5:15pm                    The Latest on Servicing Compliance.

                                                Joshua Kotin, Counsel, Buckley

 

5:15 – 5:30pm                    Wrap-Up

 

5:30 – 7:30pm                    Networking Event – Bonfire Pits, Driftwood Club – S’mores, Appetizers & Spirits
      Sponsored by Firstline Compliance & The Knowledge Coop

 

                                   

 

Day Two – Wednesday, November 6, 2019

 

7:00 – 8:30am                    Breakfast & Registration

 

Workshops

 

8:30 – 8:45am                    Introductions

 

8:45 – 9:45am                    CFPBs Focus on Fair Lending

                                                Rich Horn, Managing Member, Garris Horn

                                                Monika McCarthy, Managing Director & General Counsel, CrossCheck Compliance

 

9:45 – 10:45am                  LO Compensation – Risk & Trends

                                                Matt Teskey, President, Goldwater Bank

                                                Loretta Salzano, Partner & President Franzen and Salzano

                                                  

10:45 – 11:00am               Break

 

11:00 – 12:00pm               Cybersecurity – CCPA, Hackers & Everything In-between

                                                Ken Perry, President/Founder, The Knowledge Coop

                                                Sherry-Maria Safchuk, Associate, Buckley

 

12:00 – 1:00pm                 Lunch

 

1:00 – 2:15pm                    ECOA – Adverse Action Automation

                                                Marty Allred, VP Compliance, American Pacific Mortgage

    Amanda Phillips, Counsel, Ballard Spahr                                

 

2:15 – 2:45pm                    Break

 

2:45 – 4:00pm                   TCPA – We Know the Rules, So Let Us Talk Sales.

                                                Eric Troutman, Partner, Squire Patton Boggs

 

4:00 – 5:15pm                    Marketing Trends – LOs are Creative.

                                                Alec Hanson, SVP Production, loanDepot

    Brian Levy, Counsel, Katten & Temple

 

5:15 – 5:30pm                    Wrap-Up

 

Tickets

$645.00 RegList Member Registration
$595.00 Earlybird rate before September 1

$745.00 Non RegList Member Registration

$5,000.00 Presenting Sponsor

$2,500.00 RegList Champion

$1,250.00 RegList Advocate