Events

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Next 90 Days >>
  • February 2020

    • MBA's Independent Mortgage Bankers Conference 2020

    Speaker: Garth Graham, Seth Sprague, CMB
    February 4-8, 2020
    New Orleans, LA 70113
    Description:

    The MBA’s Independent Mortgage Bankers (IMB) Conference was created for IMBs by IMBs, and is the largest annual gathering of IMB leaders in the nation. This event is an ideal business intelligence sharing and networking opportunity for IMBs of all sizes and volumes. The conference is  designed for IMB executives and leadership, with a specific emphasis on senior management. This year, don’t miss the M&A session “Let’s Make a Deal” with STRATMOR Senior Partner Garth Graham on Wednesday, 2-5 and Principal Seth Sprague, CMB’s session, “MSR Management for IMBs: Cash or Customer?” Visit the event site for more information and to register.
    STRATMOR Attendees: Jim Cameron, Garth Graham, Seth Sprague, CMB

    MBA Servicing Solutions Conference and Expo 2020

    Sponsored By: Mortgage Bankers Association
    Speaker: Michael Seminari
    February 23-26, 2020
    Orlando, FL
    Description:

    This year with a new name, MBA’s Servicing Solutions Conference & Expo is the premier event for servicers and offers ample opportunities to discover new solutions, share business solutions and connect with industry peers in new ways. The event is for all residential mortgage loan servicers, regardless of size and model and is intended to satisfy CLE credits upon approval by applicable state bar licensing entities. STRATMOR Group’s MortgageSAT Director Mike Seminari ill be a speaker in the breakout session, “Enhancing Borrower Satisfaction.” For more information, visit the event website.
  • March 2020

    • Lenders One March Summit

    Sponsored By: Lenders One
    Speaker: Rob Chrisman, Seth Sprague, CMB
    March 1-5, 2020
    Miami, FL
    Description:

    Lenders One Summits focus on bringing new solutions to lenders through new connections, ideas and opportunities. The 2020 March Summit marks the 2oth anniversary of this cooperative.  Expect thought-provoking keynote sections, action-oriented networking sessions and topical education sessions, including a session by Rob  and another by STRATMOR Principal Seth Sprague, CMB.. For more information on the event and to register, visit the Lenders One March Summit website.

    Spring 2020 Peer Group L Roundtable: Large Banks

    Speaker: Jim Cameron
    March 19-22, 2020
    Nashville, TN
    Description:

    Review and discussion of 2019 full-year financial and operating performance by Large Banks (Group L) 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, Cheryl Ellis

    Ellie Mae Experience 2020

    Sponsored By: Ellie Mae
    Speaker: Garth Graham
    March 23-28, 2020
    San Diego, CA
    Description:

    Ellie Mae’s Experience 2020 user conference will feature an entire community of Ellie Mae product experts, 2,500 Encompass users, and mortgage industry leaders who will demonstrate new innovations, discuss the latest strategies, share best practices, and provide hands-on training. There are six conference tracks overall and 12 mortgage and hands-on Encompass Pre-conference Training classes, plus 36 in-depth Breakout Sessions. Be sure to catch STRATMOR Senior Partner Garth Graham’s session on Tuesday, March 24, “Not All Millennials Are the Same.” For more information, visit the conference web site.
    STRATMOR Attendees: Garth Graham, Mike Seminari

    Spring 2020 Peer Group J Roundtable: Large Independents

    Speaker: Jim Cameron
    March 26-30, 2020
    Phoenix, AZ
    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

    MBA Technology Solutions Conference and Expo

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

    This MBA annual conference focuses on technology solutions for businesses in the mortgage and commercial real estate finance industries. The event will feature live demos from today’s top fintech companies, 80+ solutions providers in THE INNOVATION HUB and unrivaled access to 120+ thought leaders. Don’t miss STRATMOR Senior Partner Garth Graham’s session! For more information on the event, visit the conference website.
    STRATMOR Attendees: Garth Graham, Lisa Springer
  • April 2020

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

    Speaker: Jim Cameron
    April 7-11, 2020
    New Orleans, LA
    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
    New Orleans, LA
    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

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

    Speaker: Jim Cameron
    April 14-19, 2020
    Atlanta, GA
    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

    April 16-20, 2020
    Atlanta, GA
    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

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

    Speaker: Jim Cameron
    April 23-28, 2020
    Washington, DC
    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
    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.