ALPHA Summit 2021:

Completely Connected

If there is anything the past year has taught us, it’s that staying connected is more important than ever.

With that in mind, please plan to join us at this year’s CoreLogic® ALPHA Summit. Reimagined to fit the times, the event that annually brings together the industry’s top collateral and valuation leaders is coming to you online.

Join us for two days of inspiration from world-class speakers plus the opportunity to network with industry peers.

All while allowing yourself to stay completely connected.

Agenda

Tuesday, February 23

Keynote Speaker: Lisa Bodell

Killing Complexity: Why Simple Wins

Imagine what you could do with the time you spend sitting in meetings and writing emails every day. Complexity is killing companies' ability to innovate and adapt, and simplicity is quickly becoming the competitive advantage of our time.

Drawing on research and themes from her latest book, Why Simple Wins, Lisa Bodell, inspires leaders and their teams to proactively move beyond the feelings of frustration and futility that come with so much unproductive work in today’s corporate world, to create a corporate culture where valuable, essential, meaningful work is the norm.

Market Perspectives:

Looking for Certainty in Uncertain Times 

Be sure to join us for a truly interactive event, featuring ample time for participants to engage in questions and answers with the panelists. Insightful viewpoints will be provided by knowledgeable panelists Frank Nothaft (Executive and Chief Economist at CoreLogic), Scott Reuter (Chief Appraiser at Freddie Mac), and Lyle Radke (Director of Collateral Policy at Fannie Mae). Leading off with an economic overview for 2021, a wide range of topics will follow—including appraiser capacity, GSE modernization, COVID flexibilities, foreclosure impacts, commercial market rental issues, and Fannie Mae/Freddie Mac plans for the year. Moderated by Shawn Telford (Chief Appraiser at CoreLogic). 

 New Visions for a New Normal

Our experienced panel shares valuable guidance on how leading companies in our industry adjusted to last year’s unforeseen challenges and turned it into success: Elijah Pallante (Senior Vice President of Enterprise Innovation at loanDepot.com), Keith Klein (Chief Operating Officer at Prime Lending), Cliff Meggison (Senior Vice President – Head of Collateral Risk Management at Citizens Bank), and Kim Thompson (Director of Mortgage Fulfillment and Operational Strategy at BBVA Compass). Discover how firms navigated “The Past” by refining use of data and technology. Explore “The Present” state of affairs and see how some modifications could be here to stay. And gaze into “The Future” to visualize where Collateral Underwriting will evolve. Moderated by Mike Mitchell (Executive, Business Development at CoreLogic).

Wednesday, February 24

 Session Keynote Speaker: Inky Johnson

20/20 Vision for 2021 and Beyond: Focus on Success with the Complete Collateral Solution

We strive to clearly understand our clients’ needs and deliver innovative solutions to make you successful. As the business world continues to adapt and change in regard to the current economic environment, CoreLogic is evolving as well—the latest example is the journey of our Complete Collateral solution. Get an overview of our comprehensive approach to addressing the challenges of today’s underwriters with tomorrow’s Complete Collateral solution. Discuss how some of the newest concepts in the industry, such as title as data, are propelling this industry transformation.

Manage It All: Data-Enable Your Organization to Build Scale

This is an era unlike any other—exceptionally high volume concurrent with COVID-era impacts, plus a potential wave of defaults. Discover how the innovative use of data can create a nimble and agile process to help you navigate it all. Learn how our CLCT offerings enable a more effective process (with scale), and how our systems will evolve to better capture and leverage vital information. And with access to so many facts, figures and statistics at your fingertips, what exactly are the most important metrics to consider for the day-to-day workings of your business: Managing your cost to produce a loan? Productivity? Scalability? Simplicity? Uncover the best way to use data to measure your performance not only today, but for the future.

Remuneration Restructured: Streamlining the Vendor Payment Process

Fees and payments are a world unto themselves, filled with unique challenges and problems that often require equally unique solutions. CoreLogic takes a holistic approach, with the understanding that there is no single way to solve every issue that can arise on the subject of compensation. As we discuss the ways to simplify the vendor payment process, you’ll receive an overview of our fee determination method and associated procedures that, together, provide a highly effective solution for this often-demanding segment of running your business.

Competing in 2021: How Does Your Delivery Process Measure Up?

Everything we do we assess by metrics—comparing this year to last, measuring ourselves against the competition, charting the success of one program versus another. But with access to so much data at your fingertips, what exactly are the most important metrics to consider for the day-to-day workings of your business: What drives your ability to compete? How do you measure effectiveness? What factors go into determining turn times? How do you truly assess appraisal quality and borrower experience? Take advantage of this informative opportunity to learn the most appropriate methods to evaluate your performance, while creating efficiencies that can enhance the way you do business.

2021 Through the Crystal Ball: What Will Be the Year’s Big Topics

Will this year’s top priority be how appraisals are manufactured? Or perhaps the primary focus will be on a spike in default volumes that requires heavy valuation activities. Then again, the subject on everyone’s mind could be the challenge of managing a cost-effective Home Equity process with increased volumes. There is no way to be absolutely certain what the future will bring, but we can make some educated predictions on what will likely be the most important topics in 2021—and how the use of technology and data can help support how you deal with priorities.

20/20 Vision for 2021 and Beyond: Focus on Success with the Complete Collateral Solution

We strive to clearly understand our clients’ needs and deliver innovative solutions to make you successful. As the business world continues to adapt and change in regard to the current economic environment, CoreLogic is evolving as well—the latest example is the journey of our Complete Collateral solution. Get an overview of our comprehensive approach to addressing the challenges of today’s underwriters with tomorrow’s Complete Collateral solution. Discuss how some of the newest concepts in the industry, such as title as data, are propelling this industry transformation.

Manage It All: Data-Enable Your Organization to Build Scale

This is an era unlike any other—exceptionally high volume concurrent with COVID-era impacts, plus a potential wave of defaults. Discover how the innovative use of data can create a nimble and agile process to help you navigate it all. Learn how our CLCT offerings enable a more effective process (with scale), and how our systems will evolve to better capture and leverage vital information. And with access to so many facts, figures and statistics at your fingertips, what exactly are the most important metrics to consider for the day-to-day workings of your business: Managing your cost to produce a loan? Productivity? Scalability? Simplicity? Uncover the best way to use data to measure your performance not only today, but for the future.

Remuneration Restructured: Streamlining the Vendor Payment Process

Fees and payments are a world unto themselves, filled with unique challenges and problems that often require equally unique solutions. CoreLogic takes a holistic approach, with the understanding that there is no single way to solve every issue that can arise on the subject of compensation. As we discuss the ways to simplify the vendor payment process, you’ll receive an overview of our fee determination method and associated procedures that, together, provide a highly effective solution for this often-demanding segment of running your business.

Competing in 2021: How Does Your Delivery Process Measure Up?

Everything we do we assess by metrics—comparing this year to last, measuring ourselves against the competition, charting the success of one program versus another. But with access to so much data at your fingertips, what exactly are the most important metrics to consider for the day-to-day workings of your business: What drives your ability to compete? How do you measure effectiveness? What factors go into determining turn times? How do you truly assess appraisal quality and borrower experience? Take advantage of this informative opportunity to learn the most appropriate methods to evaluate your performance, while creating efficiencies that can enhance the way you do business.

2021 Through the Crystal Ball: What Will Be the Year’s Big Topics

Will this year’s top priority be how appraisals are manufactured? Or perhaps the primary focus will be on a spike in default volumes that requires heavy valuation activities. Then again, the subject on everyone’s mind could be the challenge of managing a cost-effective Home Equity process with increased volumes. There is no way to be absolutely certain what the future will bring, but we can make some educated predictions on what will likely be the most important topics in 2021—and how the use of technology and data can help support how you deal with priorities.

Closing Thoughts and Thank You!

ALPHA Summit Speakers

Lisa Bodell

Lisa Bodell

Each year, Lisa Bodell ranks among the Top 50 Speakers Worldwide. As a recognized global leader on simplification, productivity and innovation, her provocative yet practical approach enables organizations and individuals to eradicate the unnecessary complexity and time-sucks that hold them back from completing the work that matters, delivering tools that help her listeners engage simplicity as their new operating system. Lisa is the CEO of FutureThink and the best-selling author of Kill the Company and Why Simple Wins. Her message has inspired executives at top-ranked organizations such as Google, Cisco, Citigroup, and the U.S. Navy War College.

Inky Johnson

Inky Johnson

Inquoris "Inky" Johnson is a motivational speaker and former collegiate athlete who lost use of his arm after a severe injury on the football field. Each year, audiences across the country are inspired by Inky’s relentless determination, which he imparts through his dramatic yet hope-filled story. Whether the topic is leadership, teamwork, or perseverance, Inky’s story affects people at their core, inspiring teams and individuals to embrace the challenges that our personal and professional life inevitably presents, giving them the motivation and drive to accomplish what they have otherwise thought to be impossible.

Scott Reuter

Scott Reuter

Scott is the Chief Appraiser and SF Director of Valuation for Freddie Mac. He is a Certified-General Appraiser with 30+ years of experience in valuation, appraisal and collateral risk management concerns. He holds a B.A. from The Ohio State University and has completed the Executive Leadership program at Cornell University. His management experience includes positions with Bank of America, GE and Goldman Sachs.

Scott is a second-generation appraiser and began his career as a practicing fee appraiser. His team leads the effort for ongoing development and refinement of property valuation risk management strategies, underwriting products, and establishing and maintaining a credible quality assurance process across multiple lines of business support.

Lyle Radke

Lyle Radke

Lyle Radke is Director of Fannie Mae’s Collateral Policy team, which establishes and maintains policy standards for appraisals and property eligibility. Shortly after receiving a master’s degree in Geology from Brigham Young University, Lyle began his career in real estate valuation in New Mexico. After nearly nine years of appraisal field work, he joined the Valuation Department of GMAC Mortgage, becoming manager in 2007. In that role, he hired and trained a large valuation review team from the ground up, as well as supervised the creation of one of the first XML appraisal delivery platforms. Looking for a new challenge in 2013, he joined Fannie Mae to work on Collateral Underwriter and other collateral policy initiatives.

Dr. Frank Nothaft

Dr. Frank Nothaft

Dr. Frank Nothaft is 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 in global real estate, insurance and mortgage markets.

Before joining CoreLogic, Frank served in a variety of leadership positions at Freddie Mac including Vice President and Chief Economist. Prior to Freddie Mac, Frank was an economist with the Board of Governors of the Federal Reserve System in the mortgage and consumer finance section and served as assistant to Governor Henry C. Wallich. Frank received the National Association for Business Economics (NABE) Outlook Award for having the most accurate macroeconomic forecast for 2018 and is a NABE Certified Business Economist.

Frank graduated from New York University with a B.A. in mathematics and computer science and holds a Ph.D. in economics from Columbia University.

Shawn Telford

Shawn Telford

Shawn Telford is the chief appraiser at CoreLogic, where he provides strategic thought leadership and direction to CoreLogic’s Collateral Solutions and Valuations businesses. Over the past 30 years, Telford has been help positions as a staff appraiser, the vice president of business solutions at Washington Mutual where he lead innovation and technology for nationwide appraisals, a senior executive at American Reporting Company where helped grow a credit reporting agency and launch an appraisal management company, and the leader of product management for FNC, a leading collateral technology provider that was purchased by CoreLogic in 2007. Telford is a current member of the Appraiser Qualification Board (AQB) and a past member of the Appraisal Standards Board (ASB).

Michael Mitchell

Michael Mitchell

As Channel Distribution leader for CoreLogic, Mike Mitchell and his team are responsible for 3rd party channel partner relationships across the CoreLogic enterprise. Previously, Mike served as Chief Strategy Officer of FNC Inc. from 1998 until its sale to CoreLogic in 2016. With a background in building technology solutions and businesses, Mike works to define and bring to market innovative solutions for CoreLogic’s clients and the mortgage industry at large.

Mike received a BA in economics from Duke University and an M.B.A. in finance and entrepreneurial management from the Wharton School at the University of Pennsylvania.

Kim Thompson

Kim Thompson

Kim Thompson is the EVP and Director of Residential Secured Lending Operations at BBVA USA.  In this role, she is responsible for the processing and closing of first and second mortgage products and is focused on the digital transformation of the origination processes for both products. In addition to a new point of sale system, these efforts have included wide use of Robotics Process Automation (RPA) to gain access to new data sources and use this data to optimize and automate processes.

Prior to BBVA, Kim was COO at a mortgage software company and held senior mortgage business leadership roles at Capital One and Chevy Chase Bank.

Keith Klein

Keith Klein

Keith Klein joined PrimeLending in May 2007 as chief financial officer. He was promoted to executive vice president and chief operating officer in January 2011.  His responsibilities have included directing managers responsible for finance/accounting, mortgage servicing, quality control, facilities, appraisal, recruiting, and PrimeLending Strategic Initiatives and operational efficiencies.

Before joining PrimeLending, he was senior vice president of forecasting/benchmarking and corporate initiatives at National City Mortgage. Prior to that, he was the senior vice president and controller of Accubanc Mortgage. Keith has more than 30 years of experience in the mortgage banking industry.

He is a certified public accountant (CPA), and serves as secretary and treasurer on the PrimeLending Board of Directors. Keith is a graduate of Texas State University.

Cliff Meggison

Cliff Meggison

Cliff joins us from Citizens Bank, N.A. where he holds the position of Director of Collateral Risk Management.  Cliff has been part of the mortgage industry dating all the way back to 1996, when he joined an Ann Arbor, MI-based wholesale lender. 

Cliff has seen our industry transform itself many times over and is optimistic about the future.  Cliff’s natural bent toward process improvement, efficiency and data-driven decision making has supported his career-long efforts to find the shortest path from point A to point B.  Cliff believes we have to become more customer-centric in our thinking if we’re ever going to win back the hearts and minds of those whom we serve.

Elijah Pallante

Elijah Pallante

Elijah Pallante oversees digital strategy and operational efficiency for loanDepot, as the Senior Vice President, Enterprise Innovation. He has been with the company for seven years and has over 17 years of industry experience covering mortgage, non-performing loans and asset management (aka NPL).

Prior to joining loanDepot, Pallante headed REO operations at Arch Bay Capital, as well as Operations Risk for Discover Home Loans. He also served in leadership roles at MBNA, NationPoint, LendingTree, Auction.com and Kondaur Capital Corp.

Pallante holds a degree in Labor Law from Pennsylvania State University.