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SCHEDULE A STRATMOR EXPERT TO SPEAK AT YOUR EVENT

STRATMOR Group can provide a top speaker to your most important company or association events and conferences.  Your organization can benefit from both our consultants’ experience and STRATMOR’s industry-leading benchmarking data.  There is no better team in the industry for informing and enlivening your event or conference.

 

Upcoming Speaking Events

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No events are scheduled for this time period.

MEET Our Speakers

Marketing &
Sales Strategy
garth-graham

Garth Graham
Senior Partner

Financial and
M&A Strategy
jim-cameron

Jim Cameron
Senior Partner

M&A Strategy
jeff-babcock

Jeff Babcock
Senior Partner

Capital Markets
rob chrisman_200x262

Rob Chrisman
Senior Advisor

Mortgage Lending
by Banks
Finnegan-Photo

Tom Finnegan
Principal

Enterprise Strategy
Dr.-Matt-e1435176747323

Matt Lind, PhD
Senior Partner

Enterprise &
Product Strategy
Lisa-Springer

Lisa Springer
CEO

IT Advisory
Operational Reviews
len-tichy

Len Tichy
Senior Partner

Benchmarking
nicole-yung

Nicole Yung
Senior Partner

 

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Past Events

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MBA's Accounting & Financial Management Conference 2017

Speaker: Jim Cameron
Topic: M&A Outlook
November 13-15, 2017
San Antonio, Texas

Topic Description: In this session, industry expert Jim Cameron will review the mortgage banking M&A landscape including topics such as:

• What is the latest in M&A? What kind of deals are being done?
• Who are the typical buyers and what are their motivations?
• What are sellers looking for?
• Why not just grow organically?
• What are the key drivers of value?
• How can lenders position their companies to achieve optimal
long term shareholder value?
• What are the factors most likely to kill a deal?

This session will provide critical insights for lenders who may be contemplating a transaction or simply focused on building franchise value.

 

Conference Link: Click here

LendersOne Summer Conference

Sponsored By: LendersOne
Speaker: Jim Cameron
Topic: M&A Market Conditions – Opportunities for Midsize Independent Lenders
August 6-9, 2017

Topic Description: M&A Market Conditions – Opportunities for Midsize Independent Lenders

Conference Link: Click here

Achieving Leadership Excellence: Your Ticket to High Performance Leadership

Sponsored By: High Trust - A Todd Duncan Company
Speaker: Garth Graham
Topic: Marketing strategies and execution
July 9-14, 2017
Nayarit, Mexico, 63734

Topic Description: Marketing strategies and execution

Conference Link: Click here

MBA's Independent Mortgage Bankers Conference

Sponsored By: MBA
Speaker: Jim Cameron
Topic: Growth and Exit Strategies for the Independent Mortgage Banker – M&A, Capital Raises and ESOPS
January 23-26, 2017
La Quinta, CA 92253,

Topic Description: Growth and Exit Strategies for the Independent Mortgage Banker – M&A, Capital Raises and ESOPS

Conference Link: Click here

garth-graham

Garth Graham

Senior Partner

Marketing Sales & Strategy

Fort Lauderdale, Florida

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EXPERTISE HIGHLIGHTS

BACKGROUND

Garth Graham was a high-producing loan originator and retail manager before starting mortgage.com which, in 1996, became the first company to originate a mortgage on the internet. Three years later, in 1999, with internet originations of over $1 billion per year, mortgage.com completed an IPO and a year later was sold to ABN AMRO. At ABN, Garth had executive positions in consumer direct, marketing and the mortgage.com consumer direct platforms. Garth has given over 100 speeches on mortgage finance, including corporate events, keynotes and panel moderation. Garth is adept at using real time interactive tools, including audience polling and multi-media interactions through personal mobile devices.

SPEAKING TOPICS

jim-cameron

Jim Cameron

Senior Partner

Financial and M&A Advisory

Atlanta, GA

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EXPERTISE HIGHLIGHTS

BACKGROUND

Jim Cameron has executed a broad range of assignments for STRATMOR Group's clients focused on benchmarking and performance measurement, strategic planning, production franchise vaulation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support. Prior to joining STRATMOR, he served as Senior Vice President, Cheif Financial Officer of NF Investments, Inc., a non-conforming wholesale lender. Prior to NFI, Jim served in executive financial management roles at StarMed Staffing, U.S. Home Mortgage Corporation and Arthur Anderson. He has a BBA in Business Administration with a concentration in Accountancy from the University of Notre Dame.

SPEAKING TOPICS

jeff-babcock

Jeff Babcock

Senior Partner

M&A Advisory

San Francisco, CA

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EXPERTISE HIGHLIGHTS

BACKGROUND

Jeff Babcock leads STRATMOR Group's mergers and acquisitions practice. Prior to joining STRATMOR, he was with the Robert A. McNeil Company, where he co-managed the mortgage banking subsidiary. Previously, Jeff was a co-founder of PME Mortgage Insurance where he was responsible for national sales, lender marketing and secondary marketing. Jeff participated in the development of the first mortgage conduit (Pennie Mae) and the original mortgage pool insurance product for the Bank of America's pioneering mortgage-backed pass through security. Jeff's mortgage banking experience also includes positions at Security Pacific Mortgage, Wells Fargo Bank and a start-up called On-Line Decisions (a subsidiary of Inland Steel Company, which developed some of the first interactive financial models for corporate America). Jeff received undergraduate and MBA degrees from the University of California at Berkeley.

SPEAKING TOPICS

Rob Chrisman

Senior Advisor

Capital Markets

San Francisco, CA

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EXPERTISE HIGHLIGHTS

BACKGROUND

Rob Chrisman is Senior Advisor to STRATMOR Group's Capital Markets practice. His daily market commentary is one of the mortgage industry’s most widely read publications. Rob began his career in mortgage banking 29 years ago with First California Mortgage, assisting in Secondary Marketing until 1988, when he joined Tuttle & Co., a leading mortgage pipeline risk management firm. He later ran Secondary for Standard Financial, a sub-prime lender and then was hired by CrossLand Mortgage to start a sub-prime company named OnCall Mortgage. Rob then joined CMG Mortgage, a wholesale mortgage bank, as the Director of Secondary Marketing and eventually re-joined Tuttle Risk Management Services, Inc. (now Compass Analytics).  In November of 2006 Rob left TRMS to become the Director of Capital Markets for RPM Mortgage, a retail residential lender, leaving there in late 2008 to focus on publishing his widely read daily mortgage market commentary. In addition to owning Chrisman LLC, he is on the board of directors of several financial services companies, including Peoples Bank (KS), International City Mortgage (CA), G5 (CA, a.k.a. Institutional Mortgage), Inheritance Funding Corporation (CA), is an advisor to the Board for First Mortgage (CA), is a member of the Secure Settlements Advisory Board (NJ), a senior advisor of the STRATMOR Group, a member of the California Mortgage Bankers Association, and of the Mortgage Bankers Association of the Carolinas and its membership committee. Rob has provided expert witness services for mortgage and real estate-related cases, has lectured to groups around the country.  He holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

SPEAKING TOPICS

Finnegan-Photo

Tom Finnegan

Principal

Mortgage Lending by Banks

Dublin, OH

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EXPERTISE HIGHLIGHTS

BACKGROUND

Tom Finnigan joined STRATMOR Group after serving as President/CEO of the mortgage banking units of FirstMerit Bank and Huntington Bank, and as a senior mortgage banking executive at Integra Bank and Landmark Savings Association.  He has over 30 years of comprehensive mortgage banking experience, with a particular focus on mortgage banking operations in a bank environment. In his mortgage banking executive roles, Tom built mortgage sales organizations and developed third party production channels, direct origination via call center and relocation finance. He also led development of secondary marketing strategies, servicing, loss mitigation and servicing asset management, production operations and IT, construction lending, bank mortgage portfolio management and affiliated title company operations. Tom is a past president of the Ohio Mortgage Bankers Association and the Mortgage Bankers Association of Southwestern Pennsylvania, served on the Residential Board of Governors of the Mortgage Bankers Association of America, and was a founding board member of the Mortgage Bankers Association of Pennsylvania.  He has a BS in Accounting from The Pennsylvania State University.

SPEAKING TOPICS

v
Dr.-Matt-e1435176747323

Matt Lind, Ph.D.

Senior Partner

Enterprise Strategy and Development

Boston, MA

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EXPERTISE HIGHLIGHTS

BACKGROUND

Matt Lind joined STRATMOR Group in 1988 and has lead responsibility for the firm's business strategy consulting practice. He is widely known throughout the industry as a leading strategic thinker, as an innovator in the financial analysis of mortgage production operations and as an articulate and provocative speaker. Over the past ten years, Matt has led major strategic planning and operations consulting assignments for many mortgage banking organizations. He also led the strategic planning effort for MERS. Prior to joining STRATMOR, Matt was Senior Vice President for Diversified Operations MONY Financial Services (New York) where he had executive responsibility for all major non-insurance businesses including mortgage banking. Prior to MONY, he headed corporate planning and development at The Travelers, worked in Washington, D.C. for the Office of Management and Budget, and was Head of Policy Development and Executive Director of the Pension Benefit Guarantee Corporation. He was also an instructor of Electromagnetic Theory at M.I.T. Matt is a graduate of M.I.T. and holds a Ph.D. in Applied Mathematics from Harvard University.

SPEAKING TOPICS

Lisa-Springer

Lisa Springer

Chief Executive Officer

Denver, CO

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EXPERTISE HIGHLIGHTS

BACKGROUND

Lisa Springer, as Chief Executive Officer, is charged with driving strategy, direction, culture and integrity standards at STRATMOR. Lisa provides leadership in the areas of general practice management, sales and marketing strategies, account management protocols, productizing consulting services, and enhancing corporate communications. She has more than 30 years of experience in the professional services and mortgage technology sales arena. As EVP of Sales at Motivity Solutions, Lisa's responsibilities included development and execution of "go to market" sales strategies for various product lines. Lisa was instrumental in building this company through sales, leadership, and strategy. She helped take Motivity Solutions from two customers as a startup in 2009 to the industry leader in business intelligence int he mortgage space in 2012. Prior to joining Motivity Solutions, Lisa was EVP of Sales for Mortgage Cadence, and industry leading financial and technology firm. She has a Bachelor of Science degree in Business Administration from Regis University.

SPEAKING TOPICS

len-tichy

Len Tichy

Senior Partner

IT Advisory Services and Operational Reviews

Petersborough, NH

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EXPERTISE HIGHLIGHTS

BACKGROUND

Len Tichy heads STRATMOR Group's IT Advisory Services practice. His career in financial systems began in 1983 when he founded Bankers Microsystems, Inc., a regional provider of mortgage loan production systems. In 1988, he founded Lakewood Corporation, the premier mortgage origination in the U.S., where he served as CEO until its sale to EDS in 1995. Len later became SVP of Strategic Planning and Development at Waterfield Mortgage where he ran the Direct Lending Division and launched its end-to-end private label fulfillment outsourcing business. Since joining STRATMOR in 2006, Len has led over 30 lenders on LOS-related assignments. Len has played a lead role in over 170 mortgage LOS implementations during his career and authored several feature articles on related topics for Mortgage Banking Magazine and other publications. Len was also a charter member of XML Mortgage Partners, an ad hoc industry organization that formed and launched MISMO (Mortgage Industy Standards Maintenance Organization). He is a graduate of Ohio University and holds an M.A. in Organization and Management from Antioch University.

SPEAKING TOPICS

nicole-yung

Nicole Yung

Senior Partner

Performance & Compensation Benchmarking

Atlanta, GA

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EXPERTISE HIGHLIGHTS

BACKGROUND

Nicole Yung has lead responsibility for STRATMOR's analytic services, including the financial modeling and valuation tasks required by many of STRATMOR's merger and acquisition and operational clients. Nicole also had primary responsibility for the annual STRATMOR Compensation Connection product that benchmarks mortgage compensation. Further, Nicole is active in generating the reports, analyses and presentation materials that are at the heart of the MBA/STRATMOR Peer Group Benchmarking Program. Finally, Nicole has become the firm's expert in designing and executing the many Web-based surveys that STRATMOR conducts across a wide-range of topics and clients. Prior to joining STRATMOR, Nicole spent seven years as a Financial Analyst at The Associates in Dallas, TX and CitiMortgage in St. Louis, MO. She began her career as a Management Trainee with The Associates and rose through the ranks to become Vice President, Financial Analysis at CitiMortgage supporting the Correspondent and Direct Lending channels. Her experience encompasses budgeting and forecasting, financial modeling, benchmarking analysis and acquisition integration. Nicole is a graduate of Centre College in Danville, KY where she received a Bachelor of Arts degree in Economics. She also received a Master of Business Administration from Southern Methodist University in Dallas, TX.

SPEAKING TOPICS