CalyxVision 18
We are excited to welcome our 2018 conference speakers! Don't miss this opportunity to learn from their outstanding expertise as they grace the stage at CalyxVision.
Tim Anderson
Director of eServices

Tim Anderson oversees eCommerce and eMortgage service capabilities for DocMagic. His experience spans over 30 years. Anderson was a founder of the eMortgage Alliance and currently serves on MBA's MISMO Governance Committee, Residential Technology Committee, the MISMO eMortgage Workgroup and ERSA and ALTA's Technology Committees.

Isaac Boltansky
Director of Policy Research
Compass Point Research & Trading

Isaac Boltansky coordinates Compass Point’s Washington policy analysis and follows financial services policy issues with a particular focus on mortgage finance, consumer lending, education services, and tax policy. Boltansky joined the firm from the Troubled Asset Relief Program (TARP) Congressional Oversight Panel and previously served as an analyst for a multi-strategy hedge fund.

Nathan Bruser
Sr. Director Product Management

Nathan Bruser manages product development of Equifax Workforce Solutions, with a concentrated focus on mortgage technology. His career spans 20 years of origination and servicing experience, including 10 years with Fannie Mae developing Single Family and Servicing technology initiatives.

Bill Campbell
Campbell Lewis Communications

Bill Campbell is the founding partner of Campbell Lewis Communications, a 16-year-old integrated marketing boutique, specializing in financial services B2B clients. He has extensive experience in financial services advertising, corporate positioning, branding, and marketing. Prior to founding Campbell Lewis, he was president of Principal Communications, a financial services marketing and corporate public relations firm.

Rob Chrisman
Strategist, Consultant and Author

Rob Chrisman is an accomplished professional in mortgage banking and capital markets with over 30 years of experience serving at banks and financial institutions including Tuttle & Co., a leading mortgage pipeline risk management firm and RPM Mortgage, a retail residential lender. Today, Chrisman is a thought-leader in the space, publishing a widely-read daily market commentary on current mortgage events appropriately named the Chrisman Report. He is on the board of directors of Inheritance Funding Corporation, of Doorway Home Loans, of AXIS Appraisal Management, and of the California MBA and member of Secure Settlements Advisory Board, and Mortgage Bankers Association of the Carolinas and its membership committee.

Krista Cooley
Mayer Brown LLP

Krista Cooley is a partner with the Washington office of Mayer Brown LLP, a global law firm. She represents mortgage lenders and servicers in enforcement matters before HUD, VA, USDA, DOJ, CFPB and state banking departments. She also advises clients on federal and state consumer credit laws, focusing on FHA origination and servicing requirements.

Jason Dorsey
Co-founder and Chief Strategy Officer
The Center for Generational Kinetics

Jason Dorsey is a leading Millennials and Gen Z researcher with a passion for solving tough generational challenges for organizations and leaders. As chief strategy officer for The Center for Generational Kinetics and author, he has been featured on 60 Minutes, 20/20, and The Today Show. His latest book, Y-Size Your Business, addresses solutions for the biggest challenges within a multi-generational workforce. Dorsey believes that generations are not a box, but powerful clues that drive measurable results. In addition to his work, Dorsey serves as a board member for venture-backed and emerging technology companies.

Bob Dougherty
Vice President of Business Development
Calyx Software

Bob Dougherty oversees sales, marketing, vendor relationships and professional services as the Vice President of Business Development at Calyx Software. Dougherty holds more than 25 years of operations and business development experience. He has been recognized for facilitating continuous improvement and sustainability across all sales functions.

John Esplana
Keller Williams

John Esplana is a Realtor with Keller Williams in San Francisco. In 2005, he entered the real estate industry as a Loan Officer. As a Realtor, he has grown a team of professionals at Keller Williams which is on pace to do over $70 million in volume throughout the Bay Area this year.

Colleen Flaxington
Director, Industry Standards, Single-Family Strategic Delivery - Customer Technologies
Freddie Mac

Colleen Flaxington joined Freddie Mac nine years ago and is responsible for executing MISMO-based initiatives under the Uniform Mortgage Data Program, including the Uniform Loan Delivery Dataset, Uniform Closing Dataset and the Uniform Loan Application Dataset. She has over 25 years of experience in public and private finance, specializing in data standards development and implementation.

Doug Foral
General Manager
Mortech, A Zillow Company

Doug Foral is the General Manager of Mortech. In this role, he drives business strategy, product and employee development for Zillow Group’s Mortech brand. He identifies new business initiatives with complementing mortgage technology companies and manages the direction of Mortech’s product line. He also works closely with Zillow Group’s mortgage division to capitalize on product synergies.

Michael Fratantoni
Chief Economist, Senior Vice President of Research and Industry Technology
Mortgage Bankers Association (MBA)

Michael Fratantoni is MBA's Chief Economist and a Senior Vice President. In this role Fratantoni conducts benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research. He received a Ph.D. in economics from Johns Hopkins University and a B.A. in economics from The College of William and Mary.

Josh Friend
Founder and CEO

Josh Friend is the founder and CEO of InSellerate, a Costa Mesa, California-based Mortgage CRM. With over 15 years of experience in mortgage industry lead management, Friend is an expert in CRM technology as well as the mortgage loan origination process.

Brent Gleeson
Navy SEAL Combat Veteran, Founder, Lead Motivational Speaker & Consultant
TakingPoint Leadership

Brent Gleeson is a Navy SEAL combat veteran. Upon leaving SEAL Team 5, Gleeson turned his discipline and battlefield lessons to the world of business becoming an accomplished entrepreneur, writer, and acclaimed speaker. Gleeson was named one of the “Top 10 CEOs” in Entrepreneur Magazine for his exemplary approach to building high-performance teams in business. Gleeson gives back in many ways, including his serving on the executive board of the Naval Special Warfare Family Foundation and his family is an Ambassador Family for March of Dimes.

Richard Green, Ph.D.
University of Southern California Lusk Center for Real Estate

Richard K. Green, Ph.D. holds the Lusk Chair in Real Estate and is Professor in the Sol Price School of Public Policy and the Marshall School of Business. He recently finished a year as Senior Advisor for Housing Finance at the US Department of Housing and Urban Development, and as of July 1, 2016 became a Trustee of the Urban Land Institute.

Thom Hennen
Interface Sales Manager
Calyx Software

Thom Hennen creates and maintains vendor relationships for Calyx Software and its suite of loan origination systems. He has more than 20 years of experience as a sales executive with extensive experience in financial services. Hennen specializes in developing sales channels and optimizing strategic partnerships to capitalize on market opportunities and maximize profitability.

Roshena Jackson
Professional Services Consultant
Calyx Software

Roshena Jackson has been in the mortgage banking industry for 10 years and is a Professional Services Consultant at Calyx Software. In this role, she assists lenders and brokers with configurations, increasing efficiency and staff training. Jackson has a Bachelor of Arts degree from Grambling State University.

Tate Kesner
Director of Professional Services
Calyx Software

Tate Kesner oversees the professional services group and the dedicated customer service group at Calyx Software. Prior to joining Calyx, he was a Manager/Mortgage Loan Officer Trainer and a Loan Originator at Dallas Funding Group. He began his career in the United States Navy as Master Training Specialist/Curriculum Developer and Efficiency Inspector/Inventory Specialist.

Austin Kilgore
Editor in Chief
National Mortgage News / SourceMedia

Austin Kilgore is the editor in chief of National Mortgage News. Kilgore writes articles for online and print, works both in front of and behind the camera. Kilgore is also a contributing editor to American Banker and has previously served as managing editor of the company's

Justin Kirsch
Founder and President
Access Business Technologies

Justin Kirsch is the Founder and President of Access Business Technologies (ABT), a leading provider of mortgage technology and security solutions. Prior to starting ABT, Kirsch was the Chief Technology Officer at Security National. He led a team of 80 professionals to build out the technology infrastructure for over 60 mortgage subsidiaries.

Andrea Kozek
Digital Marketing Strategist

Andrea Kozek is a digital marketing strategist at MGIC and works within the company to develop and execute the company’s digital and social media marketing strategies. She has more than 15 years of experience in integrated marketing, connecting brands with their customers.

Victor Lund
Founding Partner, CEO
WAV Group, RE Technology

Victor Lund is a founding partner of WAV Group Consulting and the CEO of RE Technology. Lund has been honored annually by Inman News Top 100 most influential people in real estate and by the Swanepoel Power 200 as one of the most powerful people in real estate.

Mark Mackey

Mark Mackey graduated from Bringham Young University in English and later earned his MBA. He has over 20 years of experience in the mortgage industry. Mackey is the VP/General Manager of IDS, Inc., which is flourishing under his leadership.

Sharif Mahdavian
Vice President, National Sales

Sharif Mahdavian is Vice President, National Sales at ComplianceEase, a leading provider of mortgage compliance technology solutions to the financial services industry. Mahdavian has a decade of experience as an analyst and manager in the Structured Finance Department at Standard & Poor’s from 2005-2015.

Steve Majerus
Synergy One Lending and MORE Lending

Steve Majerus has direct management responsibility for the retail and wholesale divisions for Synergy One Lending and MORE Lending. Majerus has a successful track record of growing production channels in the online, retail and wholesale mortgage space as well as extensive operations and secondary marketing experience for both privately held and publicly traded companies.

Leslie Malicki
Business Partner Relationships Manager

Leslie Malicki has more than 25 years of experience in information technology, focused on project and resource management, development methodologies, business analysis, user experience, web and mobile app development, B2B integrations, security, and testing automation. Currently, Leslie manages relationships with mortgage industry technology providers and identifies strategic partnership opportunities.

Ken Markison
Ken Markison Advisors, LLC

Ken Markison is President of Ken Markison Advisors, LLC. On September 30, 2017, Markison completed a 13-year career at the Mortgage Bankers Association in Washington, DC as Vice President and Regulatory Counsel. He joined the MBA in July 2004 following a 32- year career in the Office of General Counsel at the U.S. Department of Housing and Urban Development.

Alanna McCargo
Vice President and Executive Director
Housing Finance Policy Center at the Urban Institute

Alanna McCargo is Vice President and Executive Director of the Housing Finance Policy Center at the Urban Institute, an economic and policy research firm in Washington DC. She has spent her career in housing finance in multiple aspects of the business, working with government, nonprofits and industry on numerous housing policy issues. Previously, she held senior roles with CoreLogic Government Solutions, Chase and Fannie Mae.

Helen McMillan
Vice President of Data Operations

Helen McMillan is senior member of the Enterprise Data Group leadership team with over 30 years of experience in large scale systems and data management. McMillan’s role is focused on strategic projects across the enterprise that drives data and analytics in Mortgage Lending, Government/Public Sector, Capital Markets, and Real Estate.

Kristin Messerli
Cultural Outreach

Kristin Messerli is the founder of Cultural Outreach, focused on today’s young and diverse homebuyers to mortgage and real estate companies. Since 2013, she has built a successful nationwide practice including training, digital marketing, analytics, and market education. Messerli is the co-author of MBA’s Section 342 Compliance Toolkit, and serves as the Managing Editor for Mortgage Women Magazine.

Jim Milano
Weiner Brodsky Kider PC

Jim Milano’s practice focuses on federal and state regulatory compliance matters for the financial services industry. He represents and advises mortgage companies, consumer finance companies, financial institutions and secondary market investors on federal and state mortgage banking and servicing issues. Milano also is nationally recognized as one of the leading lawyers in the area of reverse mortgage law.

Ben Miller
President and COO

Ben Miller is the President and COO of SimpleNexus. As COO, Miller runs the operations side of the house, which ranges from setting up strategic partnerships to managing implementations, to developing employee benefits programs. His mission is keeping the company efficient as it scales, expanding partnerships and bringing the right mix of people onboard.

Lea Ann Mitchell
Single Family Digital Alliances
Fannie Mae

Lea Ann Mitchell is member of Fannie Mae’s Digital Products team and responsible for Fannie Mae’s overall relationship with key Digital Alliances. Mitchell has more than 25 years at Fannie Mae and has held senior positions in Customer Management, eBusiness, Lender Administration and Underwriting Management.

Frank Nothaft
Senior Vice President and Chief Economist

Dr. Frank Nothaft is Senior Vice President and Chief Economist for CoreLogic, America’s largest provider of advanced property and ownership information, analytics and data-enabled services. He leads the economics team responsible for analysis, commentary and forecasting trends in global real estate, insurance and mortgage markets.

Mike O'Leary
Major Account Sales
Path Software

Mike O’Leary is responsible for Major Account Sales at PathSoftware. He has more than 35 years of mortgage industry experience. Prior to joining PathSoftware in 2016, he was the Senior Vice President of Sales at LenderLive. O'Leary has held several sales leadership positions in his career and brings a wealth of knowledge and industry expertise to his role at PathSoftware.

Benjamin K. Olson
BuckleySandler LLP

Benjamin K. Olson is a partner in the Washington, D.C. office of BuckleySandler LLP. He is a recognized authority in the field of consumer financial protection regulation and a frequent speaker at industry conferences, his practice focuses on advising clients on compliance with mortgage, credit card, and other consumer protection regulations and responding to government inquiries.

Mark Palim
Vice President and Deputy Chief Economist
Fannie Mae

Dr. Mark Palim is Fannie Mae’s Vice President and Deputy Chief Economist. Dr. Palim is a key spokesperson on economic trends and a frequent speaker at national mortgage finance and housing industry events. He received his doctorate in economics from George Mason University.

Mary Pirrello
Senior Vice President
National Warehouse Lending, NexBank

Mary Pirrello is a Senior Vice President for NexBank, a full service bank headquartered in Dallas, Texas. Pirrello has been in the mortgage business for 20 years and is very involved in the mortgage industry in Texas having recently served as President of the Texas Mortgage Bankers Association (2016-2017).

Patrice Power
Marketing Director
Calyx Software

Patrice Power leads the cross-functional marketing team in the execution of fully integrated strategic marketing plans for Calyx Software. She has more than 20 years of experience as a marketing executive with extensive experience in financial services. Prior to joining Calyx in 2016, Power was the Senior Vice President of Marketing for LenderLive Network, Inc.

Michele Raneri
Vice President of Analytics and Business Development

Michele Raneri is the Vice President of Analytics and Business Development at Experian. Prior to joining Experian, she worked at Citi Cards and most recently with Citi Mortgage as the Sr. Director of Risk Analytics. Raneri has over 25 years of experience in disciplines including: analytics; database development; scoring; all cycles of credit lending; valuation; loan loss reserves; and pricing.

Steve Ribultan
Director of Business Development

Steve Ribultan serves as Director of Business Development at DocMagic. He has been instrumental in growing the company’s direct sales efforts to lenders and forging and maintaining integration partnerships with top LOS providers.

Denise Rivoal
Senior Manager of Strategic Product Management
Fannie Mae

Denise Rivoal is Senior Manager of Strategic Product Management in the Single-Family Division at Fannie Mae, where she is involved with the transactional data standards and implementation activities for customer-facing applications. Rivoal is an experienced product management professional with expertise in driving large-scale strategic complex transformation projects from concept to implementation.

Brett Robinson
Founder and Managing Director
1st Tribal Lending, A Division of Mid America Mortgage

Brett Robinson is the Founder and Managing Director of 1st Tribal Lending. 1st Tribal specializes in the HUD Section 184 loan program which is an FHA like program for Native Americans. 1st Tribal is the leading national lender and has partnered with LoanScorecard to create the first AUS system for this program.

Dave Savage
Mortgage Coach

Dave Savage has over 30 years of experience as an agent of change in the mortgage business. Combining his strengths as a mortgage industry visionary and a mobile technology pioneer, Savage is dedicated to preparing lenders and Realtors for the digital mortgage revolution and providing every customer with a modern mortgage experience.

Ryan Schnurr
Professional Services Consultant
Calyx Software

Ryan Schnurr has been a top mortgage industry producer for more than 15 years. Currently, he serves as the leading Professional Services Consultant at Calyx Software. Schnurr works with lenders and brokers to help ensure optimal software configuration for efficiency and trains staff on process and procedures based upon the specific needs of each Calyx customer.

Faith Schwartz
Principal, Housing Finance System Strategies, LLC

Faith Schwartz is a seasoned leader in the housing industry, now leading an advisory services firm to support on-going efforts to modernize the housing finance market. As a former executive of Freddie Mac, CoreLogic and leader of HOPE NOW, she is an advisor to Accenture Credit Services and serves on the FormFree board among additional non-profit and industry boards.

Shelby Seeley
Rick Fuller, Inc. Realtors

Shelby Seeley is a Realtor with Rick Fuller, Inc. Realtors. Prior to becoming a Realtor, Seeley worked as a design specialist for new home builders, staging/decorating homes throughout the Bay Area and as a marketing research professional. She is constantly finding new listings and working with comparable sales data to get the best price for properties.

Pat Sherlock
Founder and President
QFS Sales Solutions

Pat Sherlock is Founder and President of QFS Sales Solutions, firm which helps mortgage banking companies increase their sales production from mortgage assessments to customized training programs, including rookie programs and consumer direct sales training. Sherlock has had a career in financial services and mortgage banking with senior positions in capital markets, operations and national sales management.

Stew Sweet
Branch Manager & Sr. Loan Advisor
RPM Mortgage
John Vong

John Vong (CMB, CMT) serves as president of ComplianceEase, the nation’s leading provider of risk management solutions to the financial services industry, which he co-founded in 2001. Vong received HousingWire’s 2015 Vanguard Award and was named Tech All-Star by Mortgage Banking Magazine in 2010 for his contribution to the mortgage industry.

John Wise
Business Development Manager
Angel Oak Mortgage Solutions

John Wise is the Business Development Manager for Angel Oak Mortgage Solutions. He has 30 years of experience in finance and real estate and over 15 years of direct experience leading sales and operations for a wholesale, nationwide lending platform. Prior to Angel Oak, Wise worked at Goldman Sachs in their Commercial Mortgage Securitization Group.

Sue Woodard
Chief Customer Officer
Total Expert

Sue Woodard has been in the mortgage industry more than 25 years, getting her start as a processor, enjoying years as a top originator, and ultimately serving the industry as a mortgage technology CEO. Among the industry's most recognizable public figures, Woodard is now a highly sought-after speaker, writer and consultant.

Ben Wu
Director of Technology
Calyx Software

Ben Wu has been in the mortgage industry for over 20 years and is the Director of Technology at Calyx Software. His contributions have led to Calyx being awarded the Synergy Award, as well as multiple Top 50 Service Provider awards. Wu holds a bachelor’s degree from U.C. Berkeley and a master’s degree from Stanford in Computer Science.