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

  • September 2019
  • New England Mortgage Bankers Conference

    Sponsored By: New England Mortgage Bankers
    Speaker: Rob Chrisman
    September 11-13, 2019
    Newport, RI
    Description:

    This annual three-day conference includes timely topics and discussions shared by Fannie Mae, Freddie Mac and the Federal Home Loan Bank, 55+ exhibitors showcasing the latest in products and technology, and many breakout sessions. STRATMOR Sr. Advisor Rob Chrisman is the featured speaker for the closing session. For more information visit the event website.

    Mortgage Bankers Association of Southwestern Pennsylvania

    Sponsored By: Southwestern Pennsylvania MBA
    Speaker: Rob Chrisman
    September 18, 2019
    5:30pm - 8:00pm
    Pittsburg, PA
    Description:

    Rob Chrisman will deliver the keynote at the Fall Kickoff for the Southwestern Pennsylvania MBA. For more information on the event, visit the MBA-SWPA website.

    American Credit Union Mortgage Association (ACUMA) 2019 Conference

    Sponsored By: American Credit Union Association (ACUMA)
    Speaker: Jim Cameron
    September 22-25, 2019
    National Harbor, MD
    Description:

    Join STRATMOR Sr. Partner Jim Cameron for his session at the ACUMA’s annual conference in National Harbor, MD. Visit the ACUMA website for additional details.

    Digital Mortgage 2019

    Sponsored By: SourceMedia
    Speaker: Garth Graham
    September 23-24, 2019
    Las Vegas, NV 89109
    Description:

    Join STRATMOR Sr. Partner Garth Graham for his session at Digital Mortgage 2019.  This year, Digital Mortgage 2019 will devote 50 percent of the conference agenda to educational sessions from the industry’s leading players and the other portion to showcasing the new products, platforms and innovations that are disrupting the buying and lending experience through live demos. Digital Mortgage 2019 is hosted by SourceMedia, publishers of National Mortgage News, American Banker and a number of other financial services industry publications. For more information and to register, visit the event website.

  • October 2019
  • MBA Annual Convention and Expo 2019

    Sponsored By: Mortgage Bankers Association
    Speaker: Garth Graham
    October 27-30, 2019
    Austin, TX
    Description:

    The MBA’s Annual Convention & Expo is the nation’s largest gathering of real estate finance professionals. Whether you are new to the industry or a seasoned professional, everyone who’s anyone in real estate finance should be there. Attendees include professionals working in the single-family sector of the real estate finance industry. Many of STRATMOR’s team will be at the event and Sr. Partner Garth Graham is a presenter. Learn more about this important annual event at the MBA event website.


    STRATMOR Attendees: Lisa Springer. Jeff Babcock. Jim Cameron, Tom Finnegan, Jennifer Fortier, Michael Grad, Garth Graham, Andrew Weiss, Nicole Yung
  • November 2019
  • MBA's Accounting and Financial Management Conference

    Sponsored By: Mortgage Bankers Association
    Speaker: Seth Sprague, CMB
    November 19-21, 2019
    San Diego, CA
    Description:

    STRATMOR Principal Seth Sprague, CMB, will be speaking at the MBA’s Accounting & Financial Management Conference 2019 (AFM19). This conference brings together leading authorities in real estate finance to share critical business intelligence, insights and best practices. This is an important event for all those invested in the residential mortgage industry and/or commercial/multifamily real estate finance (CREF).  AFM19 offers the opportunity to learn proven approaches and address evolving accounting, regulatory and financial management challenges. In addition, this event offers the opportunity to earn CPE credits to meet annual CPA licensing requirements. Visit the event website for more information.


    STRATMOR Attendees: Jim Cameron, Garth Graham, Seth Sprague, CMB

    MEET Our Speakers

    garth-graham

    Garth Graham
    Senior Partner

    jim-cameron

    Jim Cameron
    Senior Partner

    jeff-babcock

    Jeff Babcock
    Senior Partner

    rob chrisman_200x262

    Rob Chrisman
    Senior Advisor

    Finnegan-Photo

    Tom Finnegan
    Principal

    Seth Sprague, CMB
    Principal

    Lisa-Springer

    Lisa Springer
    CEO

    Andrew Weiss
    Principal

    nicole-yung

    Nicole Yung
    Senior Partner

     

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    Past Events

    Michigan Mortgage Lenders Annual Lending Conference

    Sponsored By: Michingan Mortgage Lenders Association
    Speaker: Rob Chrisman
    August 14-16, 2019
    Thompsonville, MI
    Description:

    Rob Chrisman will speak at the MMLA’s 2019 Annual Lending Conference.  MMLA represents all lenders:  independent mortgage bankers, brokers, community banks, commercial banks, Credit Unions – and all companies that provides a service to the industry. For more information on this 90th anniversary event, visit the MMLA event website.

    Lenders One Summit

    Sponsored By: Lenders One
    Speaker: Rob Chrisman
    August 4-7, 2019
    Seattle, WA
    Description:

    Lenders One Summits are about new connections, ideas and opportunities. Expect thought-provoking keynote sections, action-oriented networking sessions and topical education sessions to carry you through the end of 2019 and beyond. Lender One member and provider networks are the keys to driving our co-op ahead in this industry, and the Summit provides a forum to grow and learn from thought leaders and peers. Be sure to attend STRATMOR Sr. Advisor Rob Chrisman’s session! For more information on the summit, visit the event website.

    MBA School of Mortgage Banking (SOMB)II

    Sponsored By: MBA
    Speaker: Seth Sprague, CMB
    July 23-26, 2019
    Washington, D.C.
    Description:

    School of Mortgage Banking II, Managing Profitability and Risk in Mortgage Banking, emphasizes effective organization and management of the production, servicing and secondary marketing departments for the purpose of risks and maximizing bottom-line profits. This course covers developing new markets, production management, servicing portfolio management and valuation, secondary marketing risk management and pricing strategy. STRATMOR Principal Seth Sprague, CMB, presenting. For more information, visit the MBA SOMB II page.

    California MBA: Western Secondary Market Conference 2019

    Sponsored By: California Mortgage Bankers Association
    Speaker: Rob Chrisman Garth Graham
    July 15-17, 2019
    San Francisco, California
    Description:

    The California MBA is the leading statewide advocate for the residential and commercial real estate finance industry. The 47th Western Secondary Market conference offers timely and critical information as well as valuable networking opportunities to Secondary Market leaders, decision makers and vendors. STRATMOR Sr. Partner Garth Graham will moderate the Mergers and Acquisitions session and Sr. Advisor Rob Chrisman will moderate the Capital Markets session at this July 2019 event. For more information and to register, click here.

    MBA of Florida: Back to Back 66th Annual Convention and 16th Annual Eastern Secondary Market Conference

    Sponsored By: MBA of Florida
    Speaker: Seth Sprague, CMB
    June 18-20, 2019
    Bonita Springs, FL
    Description:

    This year, the  MBA of Florida the  is holding the Eastern Secondary Market Conference and State Annual Convention during the same event. They have assembled an all-star line up of speakers who will bring topnotch and up-to-date information to help attendees excel, including STRATMOR Principal Seth Sprague, CMB. For more information on this event visit the MBA of Florida website and check out the attendee’s conference brochure, among others, on the event announcement page.

     

    Summit 11

    Sponsored By: Volly
    Speaker: Jim Cameron
    June 10-12, 2019
    Kansas City, Kansas 64105
    Description:

    STRATMOR Senior Partner Jim Cameron is speaking at Volly’s 2019 Summit 11. The goal of the  annual summit  is to provide notable value to the mortgage eco-system by offering  world-class speakers, the latest industry data and true cutting-edge technology. Held in Kansas City, the focus is 100 percent on mortgage tech innovation/collaboration and attendees include banking and mortgage executives. For more information and to register for the event, click here. www.thesummit.events

     

    NYMBA Annual Convention

    Sponsored By: New York Mortgage Bankers Association
    Speaker: Rob Chrisman
    June 9-11, 2019
    Description:

    The New York MBA annual will be held in Albany, NY at the Marriott Hotel. STRATMOR’s Rob Chrisman is slated to speak at Monday evening’s reception dinner, June 10. For more information, visit the NYMBA website.

    School of Mortgage Banking II

    Sponsored By: Mortgage Bankers Association
    Speaker: Seth Sprague, CMB
    May 14-17, 2019
    Description:

    School of Mortgage Banking II, Managing Profitability and Risk in Mortgage Banking, emphasizes effective organization and management of the production, servicing and secondary marketing departments for the purpose of controlling risks and maximizing bottom-line profits. This course covers developing new markets, production management, servicing portfolio management and valuation, secondary marketing risk management and pricing strategy. For more information, visit the SOMB webpage

    CU Direct Drive '19 Lending

    Sponsored By: CU Direct
    Speaker: Andrew Weiss, Principal
    May 14-16, 2019
    Las Vegas, Nevada
    Description:

    Join STRATMOR Principal Andrew Weiss for his session on May 15 at the Drive ’19 Conference.  More than 500 attendees representing various roles in today’s tech-driven Credit Union lending space are expected for this year’s conference. For more information and to register, click here.

    Colorado Mortgage Lenders Association Executive Forum

    Sponsored By: Colorado Mortgage Lenders Association
    Speaker: Jeff Babcock
    May 8, 2019
    Denver, Colorado
    Description:

    This is a peer to peer forum for upper level executives of larger mortgage lending entities. Participants must be members of the CMLA and meet additional requirements as outlined by the CMLA. For more information contact the CMLA through their website.

    MBA Georgia: Annual Convention–Engage 2019

    Sponsored By: MBA Georgia
    Speaker: Rob Chrisman
    May 1-3, 2019
    Palm Coast, FL
    Description:

    The 48th Annual MBAG Convention will be held May 1–4 2019 in its new location at the Hammock Beach Resort in Palm Coast, Florida. Join STRATMOR’s Rob Chrisman for his session on market data in which he will break down the data, current trends and forecasts to help attendees stay abreast of economic happenings that could impact in in 2019.

    Check the MBAG’s website for updated information.

    Mortgage Bankers Association of Philadelphia

    Sponsored By: MBA of Philadelphia
    Speaker: Rob Chrisman
    April 25, 2019
    6:00pm - 9:00pm
    Description:

    Rob Chrisman will be the keynote speaker for the annual Past Presidents Dinner. For more information on this event and other event with the Philadelphia MBA, please visit their events page.

    National Association of Minority Mortgage Bankers of America (NAMMBA): Connect 2019

    Sponsored By: NAMMBA
    Speaker: Rob Chrisman
    April 24-27, 2019
    Atlanta, Georgia
    Description:

    CONNECT 2019 provides you with an opportunity to network with mortgage and real estate professionals from across the real estate finance industry and will feature some of the top speakers in the mortgage and real estate industry. Join Rob Chrisman and a host of other industry professionals for this three-day event. Find out more and register here.

    MBA Great River Conference 19

    Sponsored By: Green River MBA
    Speaker: Seth Sprague, CMB
    April 16-18, 2019
    Description:

    With a wide variety of selections to choose from, the Great River MBA Conference offers attendees an opportunity to make connections and create new opportunities and learn from industry experts in educational sessions. Join STRATMOR Principal Seth Sprague for his session: “Improving Profitability in Today’s Market.” For more information on the conference and to register, click here.

    School of Mortgage Banking II

    Sponsored By: Mortgage Bankers Association
    Speaker: Seth Sprague, CMB
    April 9-12, 2019
    Description:

    School of Mortgage Banking II, Managing Profitability and Risk in Mortgage Banking, emphasizes effective organization and management of the production, servicing and secondary marketing departments for the purpose of controlling risks and maximizing bottom-line profits. This course covers developing new markets, production management, servicing portfolio management and valuation, secondary marketing risk management and pricing strategy. For more information, visit the SOMB webpage

    MBA Technology Solutions Conference & Expo 2019

    Sponsored By: Mortgage Bankers Association
    Speaker: Lisa Springer Garth Graham
    March 24-27, 2019
    Dallas, TX
    Description:

    Fintech is opening the market to non-traditional players, and emerging digital technologies continue to provide more efficient processes and to create a better borrower experience. The MBA’s Technology Solutions Conference & Expo 2019 offers lenders an opportunity to connect with leading experts and vendors and to see the latest technologies pushing the mortgage industry into the future. Join members of the STRATMOR team attending this year’s conference and don’t miss sessions with Senior Partner Garth Graham (Tuesday 3-26, 2:00 to 3:00 p.m.)  and Senior Partner and CEO Lisa Springer (Wednesday 3-27, 9:45 to 11:00 a.m.). For more information, visit the MBA Technology Solutions and Expo 2019 website.

    Nashville Mortgage Bankers Association

    Speaker: Rob Chrisman
    March 14, 2019
    11:30am - 1:00pm
    Nashville, TN
    Description:

    Rob Chrisman will be the guest speaker for the Nashville Mortgage Bankers Association’s March luncheon. This event is expected to fill quickly so register soon.

    MBA of Kentucky 2019 Gala & Education Conference

    Sponsored By: Mortgage Bankers Association of Kentucky
    Speaker: Rob Chrisman
    March 12-13, 2019
    Louisville, KY
    Description:

    Join Rob Chrisman and other nationally-recognized speakers at this MBAKY annual event. For more information, contact the MBAKY through their website.

     

    MBA: School of Mortgage Banking II

    Sponsored By: Mortgage Bankers Association School of Mortgage Banking
    Speaker: Seth Sprague, CMB
    March 5-8, 2019
    Washington, DC 20036
    Description:

    School of Mortgage Banking II, Managing Profitability and Risk in Mortgage Banking, emphasizes effective organization and management of the production, servicing and secondary marketing departments for the purpose of controlling risks and maximizing bottom-line profits. This course covers developing new markets, production management, servicing portfolio management and valuation, secondary marketing risk management and pricing strategy.

    STRATMOR Principal Seth Sprague, CMB is a presenter.  For more information, visit the MBA’s School of Mortgage Banking webpage.

    Community Bank Network: Inaugural Webinar

    Sponsored By: Mortgage Bankers Association
    Speaker: Garth Graham
    February 12, 2019
    12:00pm - 1:00pm
    Description:

    Mark your calendars for Tuesday, February 12 for the first-ever Community Bank-only Network call from 12:00 – 1:00 pm EST. This new group has a new webinar link, so please register here.

    The purpose of this group is to provide a forum for community banks in the mortgage lending space. This new group will allow community bank mortgage middle and upper management a venue to learn about and discuss factors affecting your mortgage lending operation.

    This first call will focus on technology and how it can help your business. Garth Graham of STRATMOR Group will discuss recent and future trends in mortgage lending technology, including insights into the economic drivers of tech investments and the critical changes in customer adoption of digital solutions.

    MBA's Independent Mortgage Bankers Conference 2019

    Speaker: Garth Graham
    Topic: Business Operations Track: Does Your Brand Convey What You Think It Does?
    January 30, 2019
    1:00pm - 2:00pm
    San Francisco, CA 94111
    Description:

    Whether you actively cultivate it or not, every company has a brand, and that brand conveys a message.  Make sure that your brand is telling the story you want it to tell–join Garth Graham and his fellow panelists for this session on brand management in the mortgage industry.

    MBA Accounting and Financial Management Conference 2018

    Sponsored By: Mortgage Bankers Association
    Speaker: Jim Cameron
    Topic: Mergers and Acquisitions Outlook
    Speaker Date/Time:
    Monday, November 12th from 4:00 to 5:00 pm
    Description:

    STRATMOR Senior Partner Jim Cameron will serve as moderator in this session that will offer an overview of the different types of M&A transactions that have taken place in 2018, including an in-depth look at a recent transaction from both parties involved. More activity is expected in 2019 and beyond, especially as profit margins have tightened. With challenging financial results, it is only natural for lenders to re-think their business strategies and the best ways to ensure long term financial health and liquidity. Join Jim and his fellow panelists as they discuss such strategies as capital infusion through joint venture models, selling or buying a mortgage company, and other alternatives.

    MBA Accounting and Financial Management Conference 2018

    Sponsored By: Mortgage Bankers Association
    Speaker: Garth Graham
    Topic: Financing Fintech
    Speaker Date/Time:
    Tuesday, November 13th from 4:00 to 5:00 pm
    Description:

    STRATMOR Senior Partner Garth Graham will  moderate a panel discussing opportunities to digitally transform your operation at different price points, and how to justify the ROI. As the saying goes, “In a high volume market environment, we’re too busy for tech change; in a lower volume environment, we’re too poor.” But the Fintech revolution has already made its mark on the mortgage business. Will mortgage companies that do nothing be left behind?

    MBA 2018 Annual Convention and Expo: Rob Chrisman

    Sponsored By: The Mortgage Bankers Association
    Speaker: Rob Chrisman
    Topic: Is the Real Estate Brokerage Business Ribe for Disruption?
    Speaker Date/Time:
    Tuesday, October 16, 3:00-4:00 PM
    Description:

    The MBA’s Annual Convention & Expo is the country’s largest gathering of real estate finance professionals. In his session, “Is the Real Estate Brokerage Business Ripe for Disruption, and What Does this Mean for Lenders?” Rob Chrisman will discuss that while our industry’s C-suite has been focused on the digital mortgage revolution, the real estate brokerage business is showing signs that it too may be ripe for disruption. Learn how the latest developments could impact your primary referral source and your ability to be successful in a purchase market.  For more information, click here.

    MBA 2018 Annual Convention and Expo: Garth Graham

    Sponsored By: The Mortgage Bankers Association
    Speaker: Garth Graham
    Topic: Driving New Business Through Big Data and Predictive Analytics
    Speaker Date/Time:
    Monday, October 15, 2:45-3:45PM
    Description:

    The MBA’s Annual Convention & Expo is the country’s largest gathering of real estate finance professionals. In his session,” Driving New Business Through Big Data and Predictive Analytics,” Garth Graham will discuss how predictive analytics, big data and artificial intelligence can be used as tools to attract and retain customers, deepen relationships with current customers, and drive higher conversion on every new lead. For more information, click here.

    Digital Mortgage 2018

    Sponsored By: National Mortgage News
    Speaker: Garth Graham
    Topic: The Future of Fintech and Innovation in the Home Buying and Selling Ecosystem
    Speaker Date/Time:
    Tuesday, Sept.18th, 3:15 - 4:00 pm
    Description:

    STRATMOR’s Garth Graham will be a panelist on a panel addressing The Future of Fintech and Innovation in the Home Buying and Selling Ecosystem.

    garth-graham

    Garth Graham

    Senior Partner

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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.

    jim-cameron

    Jim Cameron

    Senior Partner

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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.

    jeff-babcock

    Jeff Babcock

    Senior Partner

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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.

    Rob Chrisman

    Senior Advisor

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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.

    Finnegan-Photo

    Tom Finnegan

    Principal

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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.

    Seth Sprague, CMB 

    Principal

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    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.

    Lisa-Springer

    Lisa Springer

    Chief Executive Officer

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    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.

    Andrew Weiss

    Principal

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    EXPERTISE HIGHLIGHTS

    BACKGROUND

    Andrew Weiss has focused his career on optimizing the use of technology, big data, analytics and automated decisioning to generate business advantage, with an established track record in several industries, primarily Mortgage, Financial Services, and Software. Experience in Fortune 500 Companies, startups and consulting firms, having led operational and technology teams from five people to thousands. His particular strength is finding the balance between perfect and the possible and between the leading edge and value added, which drives him to thoroughly understand the business need and motivate high performing teams to deliver the best possible solution.

    A graduate of Middlebury College, Andrew grew a startup software company’s revenue by creating breakthrough products, including: Automated Underwriting for the non-conforming Mortgage market, Special Servicing platform for distressed Mortgage Assets, online marketplace for Private Student Loans, and risk evaluation of loan portfolios at Overture Technologies. Also, he served as SVP of Advanced Technology at Fannie Mae
where for eight years he led the team that invented, developed, and fostered most of the Company’s technology innovations, with ongoing input from senior executives, regulators, and customers — including
 the concept development and initial implementation of the Mortgage industry’s leading automated underwriting system, Desktop Underwriter.

    nicole-yung

    Nicole Yung

    Senior Partner

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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.