Next 90 Days >>
  • March 2020
  • Spring 2020 Peer Group J Roundtable: Large Independents

    Speaker: Jim Cameron
    March 26-30, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Large Independent lenders (Group J) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron, Nicole Yung, Garth Graham

    Canceled: MBA Technology Solutions Conference and Expo

    Sponsored By: Mortgage Bankers Associaton
    March 29-April 1, 2020
    Los Angeles, CA
    Description:

    Canceled by the MBA on March 5, 2020. For more information visit the MBA’s conference website.

  • April 2020
  • Spring 2020 Peer Group B1 Roundtable: Mid-Sized Hybrid Banks

    Speaker: Jim Cameron
    April 7-11, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Hybrid Banks (Group B1) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron, Mike Mayer, Jennifer Fortier

    Spring 2020 Peer Group B2 Roundtables: Mid-Sized Community Banks

    Speaker: Jim Cameron
    April 9-15, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Mid-Sized Community Banks (Group B2) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron, Tom Finnegan, Mike Mayer

    Postponed: MBA School of Mortgage Banking II (SOMB II)

    Sponsored By: Mortgage Bankers Association
    Speaker: Seth Sprague, CMB
    April 14-17, 2020
    Lathrup Village, MI 40876
    Description:

    This class has been postponed and MBA is working on finding a new date. Please contact education@mba.org or for more information, visit the MBA’s School of Mortgage Banking webpage.

    Spring 2020 Peer Group B3 Roundtable: Mid-Size Community Banks and Credit Unions

    Speaker: Jim Cameron
    April 14-19, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Community Banks and Credit Unions (Group B2) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron, Nicole Yung, Seth Sprague, CMB

    Spring 2020 Peer Group I1 Roundtable: Mid‐Size Independents

    Speaker: Jim Cameron
    April 16-20, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Mid-Size Independent lenders (Group I1) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron Nicole Yung Rob Chrisman

    Canceled: Mortgage Bankers Association National Advocacy Conference 2020

    Sponsored By: Mortgage Bankers Association
    April 21-22, 2020
    Washington, DC, 20001
    Description:

    Canceled by the MBA. For more information, visit the event website.


    STRATMOR Attendees: Seth Sprague, CMB

    Spring 2020 Peer Group I2 Roundtable: Mid‐Size Independents, Retail

    Speaker: Jim Cameron
    April 23-28, 2020
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Mid-Size Independent lenders  (Group I2) participating in the MBA/STRATMOR Peer Group Roundtables program (PGR). For more information about the PGR program, click here.


    STRATMOR Attendees: Jim Cameron, Lisa Springer, Mike Mayer
  • May 2020
  • Canceled: American Mortgage Conference

    Sponsored By: American Bankers Association
    Speaker: Rob Chrisman
    May 3-5, 2020
    Charleston, SC 29403
    Description:

    Canceled by the American Bankers Association.  For more information, visit the event website.

    Postponed: MBA School of Mortgage Banking II (SOMB II)

    Sponsored By: Mortgage Bankers Association
    Speaker: Seth Sprague, CMB
    May 5-8, 2020
    Draper, UT 84020
    Description:

    This class has been postponed and MBA is working on finding a new date. Please contact education@mba.org or  for more information, visit the MBA’s School of Mortgage Banking webpage.

    Colorado Mortgage Lenders Association Leadership Forum

    Sponsored By: Colorado Mortgage Lenders Association
    Speaker: Jeff Babcock, Seth Sprague, CMB
    May 14, 2020
    Greenwood Village, CO
    Description:

    CMLA members,  won’t want to miss this annual combined forum event! STRATMOR Group’s Jeff Babcock and Seth Sprague will offer fresh data from the STRATMOR Peer Group Roundtable to illustrate unique performance dynamics from last year which could have substantive strategic implications for this and beyond. To register for this event that is guaranteed to get you thinking, visit the CMLA website 

    Canceled: Mortgage Bankers Association Secondary and Capital Markets Conference

    Sponsored By: Mortgage Bankers Association
    Speaker: Rob Chrisman
    May 17-20, 2020
    New York, New York 10036
    Description:

    Canceled by the MBA.  For more information, visit the event website.

    Next 90 Days >>
            
    garth-graham

    Garth Graham

    Senior Partner

    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.

    jim-cameron

    Jim Cameron

    Senior Partner

    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.

    jeff-babcock

    Jeff Babcock

    Senior Partner

    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.

    Rob Chrisman

    Senior Advisor

    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.

    Finnegan-Photo

    Tom Finnegan

    Principal

    Schedule Me To Speak

    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.

    Lisa-Springer

    Lisa Springer

    Chief Executive Officer

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Lisa Springer is a Senior Partner and CEO of STRATMOR Group. As CEO, Springer leads the firm’s strategic brand and growth initiatives while providing direction in overall practice management, sales and marketing strategies, consulting services, human resources, vendor management, accounting and corporate communications.

    Lisa has over 30 years of experience in mortgage professional services and technology arenas. As EVP of Sales at Motivity Solutions, Springer’s responsibilities included development and execution of go-to-market sales and product strategies. She was instrumental in building Motivity Solutions from a startup to the industry leader in business intelligence in the mortgage space.

    As EVP of Sales for Mortgage Cadence, an industry leading financial and technology firm, Lisa drove the sales strategy and managed several teams to effectively sell and deploy enterprise software.

    Lisa has a bachelor’s degree from Regis University where she earned the John S. Brennon award for excellence in Business Administration.

    nicole-yung

    Nicole Yung

    Senior Partner

    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.

    Seth Sprague, CMB 

    Principal

    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Seth Sprague has more than 20 years of mortgage banking and servicing valuation experience. He specializes in mortgage servicing rights (MSRs), servicing, cash flows, liquidity and mortgage profitability strategies.

    Prior to joining STRATMOR, Seth served as EVP of Trading & Analytics at PHOENIX, an advisory firm for MSR and whole loan trading, mortgage services and analytics. Additionally, Seth served as Senior Vice President—Servicing Asset Manager at SunTrust Mortgage for more than 10 years, where he led the servicing rights valuation team.

    In 2018, Seth was selected as Secretary of the MBA’s Certified Mortgage Banker (CMB) Society and serves on several committees with the Mortgage Bankers Association (MBA) including the Financial Management Steering Committee, MBA’s Servicing Council for the 21st Century, MBA’s BASEL III and the Servicing Compensation Working Group.  Seth holds an MBA from the University of Colorado – Denver and an undergraduate degree from the University of Richmond with a concentration in Accounting.