Events

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Upcoming Events

December 2022
California Association of Mortgage Professionals (CAMP) Silicon Valley Holiday Event
December 7, 2022
San Jose, CA
Sponsored By:California Association of Mortgage Professionals Speaker(s): Rob Chrisman, Senior Advisor
Description: Rob Chrisman is the featured speaker at the Silicon Valley CAMP Holiday Luncheon on December 7 from 11 a.m. to 2 p.m. There is an admission fee, and attendees are asked, in the spirit of the season, to bring a donation for the Toys for Tots program. Click here for more information and to register for this event.

STRATMOR Technology and Digital Solutions Workshop
December 6 - 8, 2022
Webinar
Sponsored By:STRATMOR Group Speaker(s): Jim Cameron, Senior Partner
Description: Wrestling with the selection and effective application of technology in a market that is fragmented and confusing is the bane of many mortgage executives. In this virtual event designed for non-IT business leaders, STRATMOR experts — with data from our annual Technology Insight® Study — will focus on helping business leaders properly select, implement and leverage technology to achieve revenue, efficiency, productivity and customer experience objectives.  For more information on this workshop and to register, contact us.

Preparing for 2023: What an Unprecedented Year in Mortgage Has Taught Us
December 14, 2022
Webinar
Sponsored By:HousingWire and Snapdocs Speaker(s): Garth Graham, Senior Partner
Description: 2022 has been an unprecedented year in mortgage lending, propelling lenders to closely evaluate their technology investments and prioritize initiatives that increase profitability amid shrinking margins. In this engaging discussion, mortgage industry experts from STRATMOR Group and Snapdocs will discuss the eMortgage trends that emerged in 2022, reveal their industry predictions for 2023, and provide recommendations for lenders to achieve eMortgage success in the new year and beyond.

January 2023
MISMO Winter Summit
January 9 - 12, 2023
Delray, Florida
Sponsored By:MISMO Speaker(s): Garth Graham, Senior Partner
Description: Join STRATMOR Senior Partner Garth Graham at the MISMO Winter Summit in Delray, Florida. MISMO summits allow you to network and collaborate with your industry colleagues while learning the latest updates on mortgage industry standards. Find out more and register to attend on the event website.

STRATMOR Customer Experience Workshop
January 24 - 26, 2023
Webinar
Sponsored By:STRATMOR Group Speaker(s): Jim Cameron, Senior Partner
Description: Insulating your revenue — and perhaps growing it — in a flat, purchase-centric market requires maximizing referral revenue by optimizing the customer experience. The STRATMOR Customer Experience Workshop is designed to give lenders specific, actionable ideas to improve the customer experience and create raving fans. This highly interactive workshop features practical discussions with like-minded peers, facilitated by STRATMOR experts, and focuses on creating a culture of customer satisfaction, developing transparency and strategies and tactics in reputation management. Contact us for more information.

January 2022
Independent Mortgage Bankers Conference 2023
January 23 - 26, 2023
Coronado, California
Sponsored By:Mortgage Bankers Association Speaker(s): David Hrobon, Principal
Description: The MBA's Independent Mortgage Bankers Conference is for all IMB professionals, with a specific emphasis on senior management. This must-attend event is created for IMBs, by IMBs, with content tailored for independent mortgage bankers of all sizes and business models.  Hear critical updates on today’s top issues, dive deep in breakout sessions, and network with your peers at this important conference. For more information and to register, visit the event website.

STRATMOR Attendees(s): Garth Graham, Jim Cameron, Sue Woodard, Rob Chrisman

February 2023
ICE Experience 2023
February 27 - March 1, 2023
Las Vegas, Nevada
Sponsored By:ICE Mortgage Technology Speaker(s): Garth Graham, Senior Partner
Jennifer Fortier, CMB, Principal
Sue Woodard, Senior Advisor
Description: Network, strategize, execute. Learn how you can do it all at ICE Experience 2023. This year’s session line-up will give you the tools and insights needed to adapt to industry changes, achieve optimal growth, and get down to business.  Learn more on the event website and use our Contact Us form if you would like to meet with STRATMOR Team members attending the event--Garth Graham, Jennifer Fortier or Sue Woodard about your mortgage business strategy.

March 2023
Lenders One Summit 2023
March 5 - 8, 2023
Las Vegas, NV
Sponsored By:Lenders One Speaker(s): Rob Chrisman, Senior Advisor
Garth Graham, Senior Partner
Description: Join STRATMOR Senior Advisors Rob Chrisman and Sue Woodard and Senior Partner Garth Graham for the annual Lenders One Summit 2023 to be held at the Red Rock Resort in Las Vegas, Nevada.  For the agenda, list of speakers and to register, visit the event website.

STRATMOR Attendees(s): Sue Woodard

April 2023
MBA Technology Solutions Conference and Expo 2023
April 2 - 5, 2023
San Jose, California
Sponsored By:Mortgage Bankers Association
Description: In today’s evolving market, the pressure is on to gain efficiency and control costs. The MBA's Technology Solutions Conference and Expo brings together the innovators, providers, lenders, and policy makers that lead the trends in mortgage tech. Join STRATMOR Senior Partner Garth Graham and Senior Advisor Sue Woodard in San Jose for the industry’s largest gathering focused on tech solutions that power single-family and commercial/multifamily real estate finance. Visit the event website for more information.

STRATMOR Attendees(s): Garth Graham, Sue Woodard

Contact Us

Need Help?

Reach out to us to discuss your specific needs.

contact@stratmorgroup.com
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Rob Chrisman
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Rob Chrisman Senior Advisor

Expertise Highlights

  • STRATMOR Group Capital Markets advisor
  • Publishes widely-read daily market commentary
  • More than 37 years of executive leadership in Capital Markets
  • Serves on the boards of a broad range of financial services companies

Background

Rob Chrisman is Senior Advisor to STRATMOR Group’s Capital Markets advisory team that focuses on helping clients upgrade their secondary marketing methods and infrastructure. His market commentary on industry developments is one of the industry’s most widely read publications — more than 70 thousand mortgage professionals receive “The Chrisman Commentary” each day. Chrisman began his career in mortgage banking — primarily capital markets — more than 37 years ago. In addition to owning his own advisory practice, Chrisman LLC, he also serves on the advisory boards of several financial services companies, including AXIS AMC (CA), Inheritance Funding Corporation (CA), Sovereign Lending Group (CA), Radius Financial Group (MA), and the California Mortgage Bankers Association. Chrisman holds a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley and is a regular guest on The Chrisman Commentary podcast.

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Thomas Finnegan
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Thomas Finnegan Principal

Expertise Highlights

  • 30 years of mortgage banking operations experience
  • Former CEO and Senior Executive of mortgage banks
  • Built high-performing sales organizations and marketing strategies to optimize leads, originations and borrower satisfaction
  • Drove mortgage banking operations in high production environments

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.

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Jeff Babcock
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Jeff Babcock Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s mergers and acquisitions practice
  • Expert in mortgage lender valuations
  • Former mortgage banking executive and innovator
  • Founder of PMI Mortgage Insurance

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.

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Jim Cameron
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Jim Cameron Senior Partner

Expertise Highlights

  • Expert in benchmarking and performance management
  • Former CFO/Executive for investment firms and mortgage lenders
  • Strategic advisor for mergers and acquisitions and litigation support
  • Instrumental in the founding and continued success of the PGR: MBA and STRATMOR Peer Group Roundtables Program

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 valuation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support. Cameron is widely known for his role in the industry standard benchmarking study known as the MBA and STRATMOR Peer Group Roundtables (“PGR”) Program. Cameron holds a bachelor’s degree in Business Administration with a concentration in Accountancy from the University of Notre Dame.

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Matt Lind
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Matt Lind Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s business strategy consulting practice
  • Respected strategic thinker and visionary in the mortgage industry
  • 30+ years of senior executive experience in financial services – private and public sector
  • Graduate of M.I.T. with Ph.D. from Harvard University
  • Led highly impactful strategic planning effort for MERS

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.

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Sue Woodard
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Sue Woodard Senior Advisor

Expertise Highlights

  • Recognized expert in customer experience and operationalizing excellence in the customer and employee journey
  • Awarded National Mortgage Professionals‘ Most Powerful Women in Mortgage Banking
  • Nationally knows speaker and social media maven with 13,000+ LinkedIn followers
  • Outspoken proponent of women in business and the mortgage industry

Background

Sue Woodard has more than 30 years’ experience in the financial services and mortgage industry.  Having held many executive and leadership positions throughout her career, Woodard’s specialties are in customer experience, operationalizing excellence in the customer and employee journey, content strategy, and developing personal brand and presence via speaking, media and social media. Woodard started her career at the ground level in financial services, became a top producing originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award.

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Len Tichy
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Len Tichy Partner Emeritus

Expertise Highlights

  • Leads STRATMOR Group’s IT Advisory Services practice
  • More than 30 years of mortgage industry and technology expertise
  • Founder of Lakewood Corporation – mortgage origination technology provider
  • Led more than 170 mortgage LOS implementation projects
  • Charter member of XML Mortgage Partners that lauched MISMO

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 Industry Standards Maintenance Organization). He is a graduate of Ohio University and holds an M.A. in Organization and Management from Antioch University.

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Garth Graham
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Garth Graham Senior Partner

Expertise Highlights

  • High-producing loan originator & retail manager
  • Founder of mortgage.com
  • Developed ABN’s MOAI online broker platform
  • Expert in Digital Mortgage, Consumer Direct, M&A and Marketing

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 more than 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.

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Mike Seminari
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Mike Seminari Director, Customer Experience

Expertise Highlights

  • Expert in optimizing the mortgage borrower experience 20 years’ experience in mortgage and banking technology
  • Proponent of the Net Promoter Score (NPS) as a mortgage industry standard
  • Deep understanding of social media and social interactions for loan originators and lenders
  • Authors monthly “Customer Experience Tip” and regular contributor to Insights Report

Background

With more than 20 years of experience in mortgage and banking technology, Mike Seminari has the know-how and the vision to bring insights and technology together to help lenders dominate in the arena of Customer Experience. Seminari has risen to become one of the industry’s leading authorities on Customer Experience through his speaking engagements at major industry conferences, his contributions to STRATMOR-led workshops, his appearances on industry podcasts and in video interviews. He also shares actionable insights in his monthly  “Customer Experience Tip” and is a key resource in STRATMOR’s Customer Experience engagements. Based in Los Angeles, Mike received his undergraduate degree in Finance from Miami University in Oxford, Ohio.

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Lisa Springer
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Lisa Springer Senior Partner, CEO

Expertise Highlights

  • CEO and strategic driver of STRATMOR Group
  • More than 30 years of experience in professional services and mortgage technology
  • Extensive sales management expertise at that senior executive level
  • Experienced in building companies from start-up to success

Background

Lisa Springer is a Senior Partner and the Chief Executive Officer of STRATMOR Group, the mortgage industry’s premier data-driven advisory firm. As CEO, Springer provides strategic direction and leadership including oversight of all corporate initiatives, sales and marketing strategies, client experience, advisory services, knowledge sharing programs and STRATMOR’s technology and data strategies. Springer has more 30 years of experience in mortgage professional services and technology arenas and is a recipient of the HousingWire Vanguard Award. She holds a bachelor’s degree from Regis University where she earned the John S. Brennon award for excellence in Business Administration, and she earned her certification for Customer Experience through Leeds School of Business at the University of Colorado.

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Nicole Yung
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Nicole Yung Senior Partner

Expertise Highlights

  • Leads STRATMOR Group’s analytic team
  • Expert in financial modeling, budgeting, forecasting and benchmarking
  • Experience in valuation analysis and acquisition integration for M&A
  • Manages STRATMOR’s annual Compensation Connection® Study

Background

Nicole Yung

Nicole Yung leads the company’s data and analytics efforts. Yung is responsible for the team that executes STRATMOR’s programs and oversees the analysts who conduct financial modeling, benchmarking and valuation tasks conducted by STRATMOR in its pursuit of timely and relevant mortgage industry data. Yung is best known for her work on STRATMOR’s widely known and often cited Technology Insight® Study and Compensation Connection® Study. It was Yung who developed the benchmark Lender Loyalty Score® analysis that has become the industry standard for lenders in determining vendor success, and her team works hand-in-hand with the MBA to produce the industry leading PGR: MBA and STRATMOR Peer Group Roundtables Program. Yung holds a bachelor’s degree in Economics from Centre College and a master’s degree in Business Administration from Southern Methodist University.

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