Keynote Speakers

Adam Grant

Adam Grant

Professor, The Wharton School of Business at the University of Pennsylvania
Author, Give and Take and Originals

Tuesday, March 7 @ 8am
Latour Ballroom

scroll or click Adam Grant Adam Grant is Wharton’s top-rated professor and a New York Times writer on work and psychology. He has been recognized as one of the world’s 25 most influential management thinkers, Fast Company’s 100 most creative people in business, the world’s 40 best business professors under 40, HR’s most influential international thinkers, and one of Malcolm Gladwell’s favorite thinkers. Previously, he was a record-setting advertising director, a junior Olympic springboard diver and a professional magician.

Adam is the author of two New York Times best-selling books translated into 35 languages. Originals explores how individuals champion new ideas and leaders fight groupthink; it is a #1 national bestseller and one of Amazon’s best books of February 2016. Give and Take examines why helping others drives our success, and was named one of the best books of 2013 by Amazon, Apple, the Financial Times and The Wall Street Journal—as well as one of Oprah’s riveting reads and Harvard Business Review’s ideas that shaped management.

He received a standing ovation for his 2016 TED talk on the surprising habits of original thinkers and was voted the audience’s favorite speaker at The Nantucket Project on the success of givers and takers. Adam’s speaking and consulting clients include Google, the NFL, Merck, Goldman Sachs, Pixar, Facebook, Johnson & Johnson, the United Nations, the U.S. Army and Navy, and the World Economic Forum, where he has been honored as a Young Global Leader. His New York Times articles “Raising a Moral Child” and “How to Raise a Creative Child” have each been shared over 300,000 times on social media.

Adam was profiled in The New York Times Magazine cover story “Is Giving the Secret to Getting Ahead?” He was tenured at Wharton while still in his twenties, and has received the Excellence in Teaching Award for every class that he has taught. He is the founder and host of the Authors@Wharton speaker series and co-director of Wharton People Analytics. He has designed experiential learning activities based on The Apprentice in which students have raised over $325,000 for the Make-A-Wish Foundation while developing leadership, influence, networking and collaboration skills. He serves on the Lean In board and authored a New York Times series on women and work with Sheryl Sandberg, including “Speaking While Female” and “Madam C.E.O., Get Me a Coffee.”

He earned his Ph.D. in organizational psychology from the University of Michigan, completing it in less than three years, and his B.A. from Harvard University, magna cum laude with highest honors and Phi Beta Kappa honors. He has more than 60 publications in leading management and psychology journals, and his pioneering studies have increased performance and reduced burnout among engineers and sales professionals, enhanced call center productivity, and motivated safety behaviors among doctors, nurses and lifeguards. Adam’s studies have been highlighted in best-selling books such as Quiet by Susan Cain, Drive and To Sell Is Human by Daniel Pink, Thrive by Arianna Huffington, A Path Appears by Nicholas Kristof and Sheryl WuDunn, and David and Goliath by Malcolm Gladwell.

Bill Cowher

Bill Cowher

Super Bowl-winning Head Coach & CBS NFL Analyst

Wednesday, March 8 @ 8am
Latour Ballroom

scroll or click Bill Cowher Whether it’s football, life, or a business, Bill Cowher believes that everyone should be instilled with three critical points. Everyone needs the right game plan, the right people and environment surrounding them, and the right approach to achieve all your goals. Cowher overcame adversity and many obstacles to win 161 games as he compiled the right game plan, molded the right players, surrounded himself with the right coaches, and had the attitude and mindset to envision victory every day he stepped on the field.

Coach Cowher was only the team's second head coach since 1969, after taking over for legendary head coach Chuck Noll on January 21, 1992, at the age of 34. In 1995, at age 38, he became the youngest head coach to lead his team to the Super Bowl when the Steelers played the Dallas Cowboys in Super Bowl XXX. He then led the Steelers to their first Super Bowl title in 26 years in 2005.

Cowher's Steelers teams earned 10 post-season berths, captured eight division titles, advanced to six AFC Championship games, made two Super Bowls appearances and won one Super Bowl title. He led the Steelers to post-season appearances in each of his first six seasons tying an NFL record originally set by Cleveland Browns legendary head coach Paul Brown. Cowher is one of only six coaches in NFL history to claim at least eight division titles. During his 15 seasons, the Steelers tied with New England for the league's most division titles and posted the NFL's best overall record in the regular season. In 2009, NFL.com named him the number 6 most motivational coach of all-time.

Cowher ended his coaching career with an overall record of 161-99-1 (.619) including a 149-90-1 (.623) mark in the regular-season. He was the longest-tenured head coach in the NFL before stepping down following the 2006 season after 15 years with the Steelers. His 15 seasons with Pittsburgh is the ninth longest tenure with one team in NFL history. He has been recognized time and time again for his achievements, including at the 29th Annual Great Sports Legends Dinner in 2014.

Cowher played five years as a linebacker and special teams standout for the Cleveland Browns (1980-82) and the Philadelphia Eagles (1983-84). He began his coaching career as a special teams coach in 1985 under Marty Schottenheimer and followed him to Kansas City as the eventual defensive coordinator before moving to Pittsburgh as head coach.

In 2007, Cowher joined CBS Sports to bring his experience, knowledge and passion for the game as an analyst for the Network’s NFL studio show, THE NFL TODAY. He was also a participant on the fast-paced reality show, Fast Cars and Super Stars, and made a cameo appearance in the box office smash hit “The Dark Knight Rises.”

One of five current or former NFL Head Coaches, Cowher was a part of the inaugural NFL-USO Coaches Tour in 2009. Cowher, whose father served in the Air Force from 1940-1945, was extremely excited and appreciative of the trip, which took the coaches to the Persian Gulf region for several days. The life-changing trip inspired Cowher to make the journey again in 2012. He now sits on the board of the Iraq and Afghanistan Veterans of America (IAVA), the largest nonprofit organization for Iraq and Afghanistan veterans.

A native of Pittsburgh, Pennsylvania, Cowher was born on May 8, 1957. He played linebacker for four years at North Carolina State University and graduated with a Bachelor of Science in Education in 1979. Cowher has three daughters and resides in Raleigh, N.C.

Sig Anderman

Sig Anderman

Founder & Executive Chairman
Ellie Mae

Tuesday, March 7 @ 8am
Latour Ballroom

scroll or click Sig Anderman Sig Anderman, founder and CEO of Ellie Mae from its founding until February 2015, currently serves as the Executive Chairman of the Ellie Mae board of directors. More than 17 years after founding the company Sig continues to provide foundational support for the company’s vision and old-fashioned values, which have been key contributors to its growth and success. One of the most recognized leaders in the financial technology industry, in 2006 Sig was named one of the “100 Most Influential Real Estate Leaders” in America. He has been featured in numerous books and articles relating to entrepreneurship, business strategy, corporate leadership, and management. In addition to his role at Ellie Mae, Sig is also involved in a variety of philanthropic initiatives, serving on the Board of Directors of the Natural Resources Defense Council Action Fund (a leading environmental organization), as CEO of the Anderman Family Fund (a charitable foundation focused on the arts, environmental causes, and on social justice issues and minority advancement), and as CEO of the Springboard Initiative, a non-profit organization devoted to training and mentoring underserved minority youth with a goal of getting them successfully employed in the high tech industry.

Jonathan Corr

Jonathan Corr

President & CEO
Ellie Mae

Tuesday, March 7 @ 8am
Latour Ballroom

scroll or click Jonathan Corr Jonathan Corr is the president and CEO at Ellie Mae, and also serves on the Board of Directors. Jonathan, a market-tested leader with over 20 years of business technology experience, previously held multiple positions at Ellie Mae including chief operating officer, executive vice president and chief strategy officer. Jonathan drove the concept of Encompass in 2002 leading to its development and release in 2004. Most recently, he received a patent for this innovation. His strategic vision and experience within the company in various roles and commitment to client success has helped thousands of mortgage lenders grow and prosper in an age of ever-increasing regulation and competition.

Jonas Moe

Jonas Moe

VP, Market Strategy
Ellie Mae

Wednesday, March 8 @ 8am
Latour Ballroom

scroll or click Jonas Moe Jonas Moe is VP of market strategy for Ellie Mae, and has focused on growing the company as a technology innovator and leader through the Encompass all-in-one mortgage loan processing solution. Over the course of a 13-year career, Jonas has spearheaded initiatives that have helped lenders gain efficiency and stay compliant. He’s been instrumental in making Encompass the leading mortgage origination software solution, and has also led the philanthropic efforts of EllieCares, which include fundraising, recruiting volunteers, and committing more than $1 million a year to various charities and community service organizations.

Session Speakers

Shawna Adams

Sr. Product Manager, Ellie Mae

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Track: Sales & Marketing
Session: Modern Point-of-Sale Insights

Shawna Adams is Sr. Product Manager for Ellie Mae’s Encompass Loan Officer Connect and Encompass NG products. She recently joined the product team from Ellie Mae’s Professional Services organization, where she helped define and evolve the organization and increased customer satisfaction by 20 basis points along with decreasing the average project duration by 40%. Shawna possesses deep expertise in building partner relationships with customers, conducting business analysis, and developing organizational models and structures through people, process, and technology transformations that lead to operational efficiencies, a loyal customer base, and increased revenues. She will be leveraging these talents along with her knowledge of our customers and the industry to help shape, define, and implement the next generation of Encompass.

Adam Ard

Implementation and Development Lead, New American Funding

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Track: Technologist & Developer
Session: From SDK to APIs: The New Paradigm

Adam Ard is the implementation and development lead at New American Funding, and has been with the company since 2014. His work focuses on leveraging Encompass as a platform to optimize and automate NAF’s workflows.

Archana Arunkumar

Senior Product Manager, EDM Solutions, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part Two)
Session: New Best Practices for Underwriters

Archana Arunkumar is a senior product manager at Ellie Mae, where she manages the Electronic Document Management (EDM) Solutions, a SaaS offering for secure document lifecycle management, including eSign. Prior to this role, Archana has held product management and engineering leadership roles at EMC, RSA Security Systems, Siebel, Amdocs, and NASA. She has strong technical background with experience in Enterprise Content Management, Platform Solutions, and Enterprise Security. Archana holds an MBA from UC Davis Graduate School of Management, a Masters degree in Computer Science from CSU Hayward, and dual Bachelors degree in Computer Science and Biological Sciences, also from CSU Hayward.

Ronyelle Banks

product manager, Ellie Mae

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Track: Executive
Session: Better Loan Quality Through Automation

Track: Operations
Session: New Best Practices for Underwriters
Session: Loan Processing Best Practices (Part Two)

Ronyelle Banks is product manager of Partner Services & Automation for Ellie Mae. She joined Ellie Mae in 2012, and works collaboratively with strategic partners to integrate quality related services in Encompass. Ronyelle has been in the mortgage industry for 16 years, and is currently focused on improving operational efficiencies for Encompass customers through the use of business process automation. Ronyelle has an extensive background in planning and managing cross-functional business operations and technology projects.

Jonathon Barnes

Vice President of Secondary Marketing/Secondary Marketing Manager, VanDyk Mortgage Corporation

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Track: Operations
Session: Sharper Secondary Marketing Practices

Jonathon Barnes is VP at VanDyk Mortgage, and is responsible for maintaining rates on a daily basis, managing all hedging of interest rates/locks, pipeline management, investor relations, and overseeing servicing functions. He has an active role in the sale of all mortgage loans closed, dictating to whom each loan will be sold based on an overall best execution.

He has experience with Mortgage-Backed Securities, Assignment of Trades, direct trades, bulk deliveries, and best efforts commitments, currently utilizing all in the delivery of the company’s production on a monthly basis. He also has experience with varying remittances (actual and scheduled), with a working knowledge of current loss mitigation and foreclosure processes as dictated by federal agency and state ordinance.

Jonathon is also responsible, along with other lending management, for maintaining the company’s lending guidelines, policies, and procedures to ensure compliance with agency and aggregator guidelines and laws.

As a member of the company’s Servicing Committee, Jonathon is responsible for all high-level management of the sub-servicer, and handling escalated issues and concerns with functions being handled by the sub-servicer.

Jonathon received his BBA with emphasis in finance and management from Grand Valley State University in 2006.

Jeff Benjamin

SVP, sales & client management, Ellie Mae

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Track: Operations
Session: New Best Practices for Loan Officers

Jeff Benjamin has served as senior vice president of sales and client management since July 2014, managing the teams responsible for acquiring new Encompass clients as well as the teams who manage client relationships. He is also responsible for the AllRegs and Encompass CRM sales teams. Jeff joined Ellie Mae in 2001, and prior to his current role he served as Ellie Mae’s vice president of sales for the Company’s banking division. Before joining Ellie Mae, Jeff served as executive vice president of sales for Desert Document Services. Jeff holds a BA in International Affairs from the University of Colorado.

Piper Beveridge

VP, Strategic Relationships, Ellie Mae

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Track: Compliance
Session: GSE Insights Into UCD and URLA UCD and URLA

Piper Beveridge is vice president of government and strategic relationships at Ellie Mae, focusing on growing and managing the relationships with Fannie Mae, Freddie Mac, government agencies, and other regulatory bodies. She leads a number of key strategic initiatives that will further improve transparency and predictability through the loan process, from origination to delivery. Before joining Ellie Mae, Piper spent 13 years at Fannie Mae as Director of Strategic Initiatives, and led multiple industry initiatives including Uniform Collateral Data Portal (UCDP), Uniform Closing Dataset (UCD), Uniform Loan Application Dataset (ULAD), and eMortgage. Previously, she served in senior strategy consulting roles, including senior vice president and practice leader at Operon Partners, and as an associate at Mercer Management Consulting. Piper holds a bachelor’s in science from the University of Virginia and an MBA from Georgetown University.

Jim Blatt

VP, CRM solutions, Ellie Mae

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Jim Blatt co-founded Mortgage Returns in 2004, bringing consumer and database-driven marketing expertise to the company. As CEO, Jim led Mortgage Returns in becoming an award-winning provider of on-demand customer relationship management (CRM) and marketing automation solutions for the mortgage industry. In 2015, Ellie Mae acquired Mortgage Returns to enhance its marketing platform, and further the mission of automating the entire end-to-end mortgage process for customers. With more than 20 years of senior leadership experience and small business development, Jim now provides strategic direction as the VP of CRM solutions at Ellie Mae.

Prior to Mortgage Returns, Jim led the expansion of Mary Engelbreit Retail Stores, doubling revenues from $3.8 million to $7.8 million in 12 months. Prior to Mary Engelbreit he was a senior financial manager for The Wild Pair, a 200-store footwear chain. Jim earned his MBA from Washington University.

Jamie Brooks

Principal Engineer, Platform Engineering Group, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

Jamie Brooks is a Principal Engineer in the Platform Engineering group at Ellie Mae, and is responsible for the technical direction of the Encompass Lending Platform. Prior to Ellie Mae, he held senior engineering and architecture roles at various companies such as TIBCO Software, Nexen, and Capital Group. Jamie has two decades of experience in enterprise integration, software development, and application security.

Anita Burke

director, product management, Ellie Mae

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Track: Compliance
Session: Solving Organizational Compliance Challenges

Track: Operations
Session: Achieving Sharper Secondary Marketing

Anita Burke is the director of product management at Ellie Mae. Prior to Ellie Mae she was the VP of product management at AllRegs, a position she held from 2007 to 2014. Her experience includes 20+ years in the software industry, and 10+ years in product management. Anita received a B.A. in Economics, an MBA, and a Juris Doctorate from the University of South Dakota.

Angela Cheek

VP and counsel, product compliance, Ellie Mae

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Track: Compliance
Session: Know Before You Owe: Recent Developments and Changes
Session: Compliance Town Hall

Angela, as VP and counsel of product compliance, leads the team responsible for implementing and maintaining automated residential mortgage lending compliance in Ellie Mae’s and Mavent’s software applications and systems. For more than 23 years she’s focused her career on operations, lending, real estate, and business law, working primarily with financial institutions, mortgage lenders, and technology companies. Angela began her career as Operations Product Counsel for CFI ProServices, Inc. (now D&H) for six years. She also maintained a business law practice for four years at Farleigh, Wada & Witt PC, representing financial services companies, financial institutions, and mortgage companies on regulatory, operational, compliance, privacy, and licensing issues. Angela is a member of the California and Oregon bar associations, and a member of the American Bar Association Business Law Section, Committee on Consumer Financial Services. She’s a frequent author on a variety of consumer financial services topics, and her articles have appeared in American Bar Association's Business Law Journal, Origination News, and National Mortgage News. In 2013, Angela was named one of HousingWire’s Women of Influence. Angela is a graduate of University of the Pacific, McGeorge School of Law (J.D. 1992) and Pacific Union College (B.B.A. Management 1987; B.A. French 1987).

Troy Coggiola

VP, product management, Ellie Mae

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Track: Technologist & Developer
Session: The Encompass Roadmap: A Look Into Tomorrow

Track: Partners
Session: Encompass 2017 Roadmap

Troy Coggiola is vice president of product management at Ellie Mae, and is an expert in defining and implementing software that automates and streamlines complex processes. With a focus on business insight combined with the ability to look at larger product issues, Troy brings a 12-year history of expertise with Ellie Mae products to drive efficiencies and performance in the mortgage industry.

Sachin Dhoot

Senior Director, Platform Engineering, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow

Sachin Dhoot is senior director of platform engineering at Ellie Mae, and is leading the team building the new open API Platform. Sachin has over two decades of experience in the software industry with focus on building quality products in the cloud.

Stephanie Durflinger

Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: The Ellie Mae Product Roadmap: A Look Into Tomorrow
Session: Customizing the Lender Experience for Better Performance

Track: Partners
Session: Encompass 2017 Roadmap

Stephanie Durflinger is director, product management for next generation solutions at Ellie Mae. Over her career Stephanie has consulted with hundreds of mortgage banking organizations at multiple levels, including operations, secondary marketing, and executive management, as well as serving as operations and secondary manager of a mortgage bank. This (coupled with 9 years of loan origination technology innovation experience) uniquely positions and enables Stephanie to bring impactful, forward-thinking technology insights to Ellie Mae’s customers and the market.

Pamela Faulkner

director, advisory consulting, Ellie Mae

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Pamela Faulkner is director of advisory consulting for Ellie Mae, and has played many roles within Ellie Mae, ranging from training to implementation to now working with existing customers, helping them take that next step to enhance their existing Encompass product. Over the course of an 11-year career (30+ years in mortgage banking) Pamela has worked actively with the professional services organization to streamline the processes to enable clients to utilize their software quickly and efficiently. Pamela got her education from Arkansas Tech University, loves the outdoors, and happily married a childhood friend 4 years ago.

Janet Fell

director, solutions engineering, Ellie Mae

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Track: Operations
Session: Achieving Sharper Secondary Marketing

Janet Fell joined the Ellie Mae team in June 2013 as a Senior Business Consultant on the Solutions Engineering team, and was promoted after six months to manage the team. While many in Ellie Mae call Janet the “TPO Queen,” she is also responsible for acting as a product liaison for new release value proposition, positioning, and authoring content for the sales demonstration environment. She has also been responsible for implementing the Ellie Coaches ongoing sales training program, including development of curriculum and training materials.

Prior to coming to Ellie Mae, Janet spent over 20 years in the mortgage industry. Most recently she was the Senior Vice President Client Technologies Manager at William Raveis Mortgage, where she served as the primary Encompass Banker System Administrator. Her time in the business has provided her with experience in origination, processing, underwriting, compliance, accounting, and servicing.

Rebecca Frisbie

product manager, Ellie Mae

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Track: Compliance
Session: Construction Lending Support

Track: Operations
Session: Loan Processing Best Practices (Part Two)
Session: Increasing Collaboration and Success at Closing

Rebecca Frisbie is a product Manager for Encompass Docs Solution at Ellie Mae, and has been with the company for four years. She has over 20 years of experience with document automation, including roles as a Product Manager, Business Analysis, and Document Implementation. Rebecca is also a Licensed Realtor.

Manish Garg

Senior Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: The Ellie Mae Product Roadmap: A Look Into Tomorrow

Manish Garg is the senior director of product management at Ellie Mae, and is responsible for driving the Data & Analytics strategy for the company. Prior to Ellie Mae, he led product teams at various companies ranging from Silicon Valley startups to enterprise-level companies like SAP. Manish has been responsible for driving technology and analytics platforms for most of his career. At SAP, he was also responsible for redesigning the user experience of several key business applications, and driving adoption of modern UX paradigms within the company. Manish is very passionate about technology and creating a delightful user experience. He holds a bachelor’s degree in computer science and an MBA from Santa Clara University.

Joy K. Gilpin

Director, Ellie Mae Education & Business Writing Group, AllRegs

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Track: Compliance
Session: Solving Organizational Compliance Challenges

Track: Training Strategies
Session: Better Approaches for Learning Management
Session: Bringing New Employees Up to Speed Faster
Session: Establishing Effective Encompass Training

Joy built and directs the business writing group at Ellie Mae. Her team manages and creates custom content such as lending and servicing guides, Encompass persona-based workflows, policy manuals, and procedures, and provides compliance-driven guidance to their clients. In addition, she works in concert with the other Education Directors to provide industry and technology to the industry and Ellie Mae client base.

Previously she held positions with Indecomm Global Services, where she was quickly promoted to compliance manager after starting her tenure there. Joy is one of the leading authorities on SAFE Act and State-specific Licensing requirements.

Joy has 20 years of experience in the mortgage industry, and her career has allowed her to serve as an underwriting and compliance subject matter expert.

John Haring

director, compliance enablement, Ellie Mae

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Track: Compliance
Session: Know Before You Owe: Recent Developments and Changes
Session: New Encompass HMDA Solution Revealed
Session: GSE insights into UCD and URLA UCD and URLA
Session: Compliance Town Hall

John Haring serves as the director of compliance enablement for Ellie Mae, and is responsible for facilitating the implementation and maintenance of residential mortgage lending compliance and industry changes across Ellie Mae’s various software applications, systems, and residential mortgage loan documents. Prior to joining Ellie Mae, he served as the vice president of compliance for Supreme Lending, and has spent the better part of the last decade supporting banks, lenders, and brokers in keeping up with significant regulatory changes impacting the mortgage industry. In 2015 John was named one of HousingWire’s Rising Stars in recognition for his accomplishments in helping the industry prepare for implementing the “Know Before You Owe” regulation.

Bob Hart

Vice President, Partner Development, Ellie Mae

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Track: Partners
Session: Encompass 2017 Roadmap
Session: Successful API Strategies for Ellie Mae Partners

Bob Hart is VP of partner development at Ellie Mae, with a focus on supporting Ellie Mae partnerships and ensuring they have a pathway to success. Bob is also responsible for identifying new partners that provide Ellie Mae customers with an operational or compliance lift in their process. Bob has been in the real estate and mortgage tech space for the past 16 years, and worked for a partner of Ellie Mae’s before joining the team.

Richard Hill

Vice President, Industry Technology, Mortgage Bankers Association

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Richard is responsible for providing leadership to the MBA and its membership on operational and technology issues faced by the industry. Recent areas of focus include Cybersecurity, new regulations, electronic mortgages, and emerging technologies. Richard is also the executive vice president of the Mortgage Industry Standards Maintenance Organization (MISMO), which develops standards for the mortgage industry, and is also a Certified Public Accountant.

Peter Hirsch

EVP, Technology & Operations, Ellie Mae

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Track: Executive
Session: Unlocking Innovation to Increase Profitability

Peter has served as Ellie Mae’s executive vice president of technology & operations since June 2015, overseeing all technology areas including development and quality assurance, product architecture, performance engineering, technical operations, and SaaS operations. Peter previously served as chief technology officer and senior vice president of cloud engineering and technology for Ariba, where he led the mainline cloud engineering team. Prior to Ariba, he served as chief architect and business unit leader for IBM’s collaborative business process management applications, where he helped establish IBM’s presence in commercial SaaS applications. Peter holds a BS in electrical engineering and a MS in electrical engineering from the University of Southern California.

Kirk House

product manager, title & closing solutions, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part One)
Session: Increasing Collaboration and Success at Closing

Kirk House is the product manager for title & closing solutions at Ellie Mae, and focuses his efforts on connecting business partners though intuitive interfaces backed by solid integrations. Kirk brings enterprise integration and workflow solution management expertise to his role, and worked extensively with Encompass Lenders (and ClosingCorp) to prepare for the TRID regulatory and workflow changes.

Dana Keeder

Customer Success Engineer, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part Two)

Dana Keeder has over 27 years of experience in a wide array of positions in consumer banking and lending, concentrated in all aspects of mortgage finance, as well as senior positions in regulatory compliance, software administration, and corporate training at a variety of institutions. Dana is currently a customer success engineer at Ellie Mae since April 2015, specializing in virtual administrative engagements. She also is a subject matter expert on many products offered through Encompass.

Michael Keselman

SVP, Chief Architect, Ellie Mae

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Track: Technologist & Developer
Session: From SDK to APIs: The New Paradigm

Michael Keselman is an SVP and chief architect at Ellie Mae. Michael has extensive experience in financial systems, technology, and innovation, and has held leadership roles at a variety of organizations including VISA, Stanford Hospital, McKesson, and Franklin Templeton. His current focus at Ellie Mae is on product innovation, transitioning from an application provider to a platform provider, the modernization of technology and architecture, and migration to the cloud platform.

Thomas Knapp

Senior Vice President - Chief Information Officer, Waterstone Mortgage Corporation

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Track: Executive
Session: Better Loan Quality Through Automation

As senior vice president – chief information officer for Waterstone Mortgage Corporation, Thomas Knapp oversees Information Services, which includes new technology initiatives, web applications, information systems, IT support, and security, as well as vendor management. He is an Emeritus Member of the Ellie Mae Executive Advisory Board and currently serves on the Ellie Mae CIO Advisory Board.

Jack Konyk

executive director, government affairs, Weiner Brodsky Kider PC

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Track: Compliance
Session: Know Before You Owe: Recent Developments and Changes

John V. ("Jack") Konyk Jack has over four decades of experience in a wide array of positions in consumer banking and lending, concentrated in all aspects of mortgage finance, as well as senior positions in regulatory compliance, enterprise risk management, and public and government affairs management at a variety of institutions including National City/PNC Mortgage, and Mellon Bank. Jack is active in industry trade associations, a frequent speaker at conferences across the country, and a prominent voice for the industry with legislators and regulators at all levels of government. He is a past member of the MBA’s Board of Directors, is active on numerous MBA committees and has held leadership positions on many. Jack is also Chairman of the American Association of Residential Mortgage Regulators (AARMR) Industry Advisory Council, and has had significant involvement with the Financial Services Roundtable’s Housing Policy Council and the ABA’s Mortgage Markets committee. He now serves in an advisory and consulting capacity, as Executive Director of Government Affairs at Washington DC-based Weiner Brodsky Kider PC, one of the nation's leading financial services law firms.

Tom Lyons

Pricing Sales Specialist, Ellie Mae

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Track: Operations
Session: Sharper Secondary Marketing Practices

Tom Lyons is a pricing sales specialist at Ellie Mae, and has been with the company for 7 years. He’s been with EPPS for 12 years, and has 14 years of experience with mortgage technology. Tom works and travels from his home base, located in Parsippany, New Jersey.

Cheryl Marquez

Director, Education, Ellie Mae

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Track: Training Strategies
Session: Better Approaches for Learning Management
Session: Bringing New Employees Up to Speed Faster

Cheryl Marquez is director of education at Ellie Mae, and has been with the company for 2½ years. She has over 23 years of experience in the learning and development space, specifically as it relates to running a training organization. Over the course of her career, Cheryl has brought new learning management systems up, run several offshore training teams, trained multiple offshore locations on new processes, and run large instructional design teams. With a focus on the learner experience and an ability to look at training holistically, Cheryl is able to produce high quality content that meets the needs of learners while driving results for their organizations.

Jim McKendree

Product Design Manager, Ellie Mae

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Track: Technologist & Developer
Session: Customizing the Lender Experience for Better Performance

Jim McKendree is a product design manager with 15 years of design experience, specializing in User Experience and solving complex problems with thoughtful and simple design. His passion for crafting user-centered web applications has taken him from a four-person start-up to a Fortune 100 tech company and everything in-between. Jim is now focused on creating a world-class User Experience for Ellie Mae’s customers to make their jobs as efficient as possible.

Jason Miller

Business Analyst, Product Management, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part One)
Session: New Best Practices for Underwriters

Jason Miller is a business analyst at Ellie Mae, and is an expert in system-to-system integration, with a focus on system automation and efficiency. With 15 years of expertise in the mortgage technology field, Jason drives Uniform Closing Dataset (UCD) and service automation solutions efforts for Ellie Mae to bring a comprehensive solution for loan delivery within Encompass.

Juliet Overton

Senior Compliance Analyst, Ellie Mae

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Track: Compliance
Session: Construction Lending Support

Track: Operations
Session: Loan Processing Best Practices (Part One)
Session: New Best Practices for Underwriters
Session: Increasing Collaboration and Success at Closing

Juliet Overton is senior compliance analyst at Ellie Mae, and has been with the company for over 10 years. She has more than 20 years in the mortgage industry, and has expertise in originating, processing, underwriting, and closing loans.

Greg Peterson

Marketing Director, Residential Wholesale Mortgage, Inc.

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Greg lives and works in San Diego, CA where he is a part of the wonderful team at Residential Wholesale Mortgage, Inc. He is currently a producing Loan Originator and also the Marketing Director for Residential Wholesale Mortgage, Inc., which funds roughly $500,000,000 per year with 50 Loan Officers. RWMI is a direct lender and local San Diego mortgage banker, which has been around since 1994. In 2015 and 2016, the San Diego Union Tribune identified RWMI as a “Top Work Place,” and the San Diego Business Journal has also named RWMI as one of the top privately held mortgage companies in San Diego. Greg began his career with RWMI as an intern, and has worked his way up in the organization to establish and lead new marketing initiatives and strategic growth plans. He is a University of San Diego graduate, a newly licensed California Real Estate Broker, and a Millennial!

Vikas Rao

Director of Engineering, Application Development, Ellie Mae

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Track: Technologist & Developer
Session: Customizing the Lender Experience for Better Performance

Vikas Rao is the director of application engineering at Ellie Mae, and leads the engineering teams working on Encompass NG and the Connect suite of products. With a Master’s degree in Computer Science and a background in helping multiple organizations in Silicon Valley launch their next generation suite of SAAS products over the last 10 years, Vikas utilizes his experience in building products that are functional, optimized, and efficient, with a strong focus on User Experience.

Jenée Robinson

senior product manager, Ellie Mae

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Track: Operations
Session: Achieving Sharper Secondary Marketing

Jenée Robinson is senior product manager at Ellie Mae, focusing on Secondary solutions for Encompass, including Correspondent. Jenée joined Ellie Mae in 2011 to improve the back end processes of Encompass after a 20-year career in the mortgage industry, where she managed all aspects of hedging and risk analysis for different mortgage companies. Under her oversight, the secondary marketing department managed the mortgage pipeline for all business channels, hedged interest rate risk through forward sales of agency MBS, analyzed best execution loan delivery opportunities, implemented bulk sales transactions, managed profit margins across all loan products, built and managed relationships with investors, and assisted the operations department in all aspects of product development.

Parvesh Sahi

vice president, business development, Ellie Mae

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Track: Executive
Session: Better Loan Quality Through Automation

Parvesh Sahi has served as VP of business development at Ellie Mae since 2011, and is responsible for the corporate strategy development of partner, investor, and government relations.

Parvesh joined Ellie Mae to help bring an integrated and automated compliance experience to Encompass customers following the acquisition of the Mavent compliance engine. Additionally, Parvesh has evolved the business development organization to help execute on Ellie Mae’s vision of automating everything that is automatable in the mortgage industry. His focus on technology and secondary market partner relationships and connectivity has streamlined the mortgage origination process and experience for Ellie Mae customers and partners – all the way from the borrower experience to mortgage servicing and securitization.

Prior to Ellie Mae Parvesh helped grow ComplianceasEase and Questoft’s organization through his sales, product, and business development leadership. He also has a background in real estate investment and participates in several Bay Area technology and real estate groups to foster a dialogue about the benefits of disruptive mortgage technology.

Parvesh holds a Bachelor of Science in Business Administration from the University of San Francisco.

Lauri Simpson

Marketing Director, Christensen Financial, Inc.

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Track: Sales & Marketing
Session: Digital and Automated Marketing Strategies

Lauri Simpson is the director of marketing at Christensen Financial, Inc. With nearly a decade of marketing and public relations experience, she has acquired a dynamic array of knowledge ranging from email campaigns to analytics to events to digital marketing. Prior to entering the mortgage industry, Lauri worked for a travel wholesaler managing the entire digital marketing strategy for big brands and clients including Sam’s Club Travel, Caesars Entertainment, and Universal Orlando Resort. Applying this vast experience to the mortgage industry, Lauri currently directs strategies and implementation of branding, digital marketing, and recruitment for Christensen Financial, Inc. throughout their 20 licensed states.

Cheung Tam

Senior Director, Product Management, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow
Session: From SDK to APIs: The New Paradigm

Cheung Tam is the Senior Director of API & Developer Platform Product Management at Ellie Mae, and has over 18 years of combined experience in both engineering and product management. He has work at a variety of technology companies ranging from startups to enterprise firms such as Cisco Systems, McAfee, Intuit, and Yodlee. Leveraging a combination of engineering and product management experience, Cheung is focused on delivering Developer Connect, the new API & Developer Platform, which will focus on creating an exceptional experience for the Ellie Mae Developer Community and delivering innovative solutions to the entire mortgage industry.

Troy Tomas

vice president, solution services and sales engineering, Ellie Mae

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Track: Technologist & Developer
Session: Successful API Strategies for Today and Tomorrow
Session: From SDK to APIs: The New Paradigm

Troy Tomas is the VP of solution services and sales engineering at Ellie Mae, and has been with the company since 2005 serving in various roles centered on the delivery and customization of Encompass. He is presently responsible for the fulfillment of integration services in the Ellie Mae Network, designing custom extensions of Encompass on behalf of the lender community, and promoting the Encompass brand through his team of industry and product experts. Before joining Ellie Mae, Troy was a pioneer in delivering LOS technology through Software-as-a-Service (SaaS). He holds a BA in Electrical Engineering from the Lawrence Tech University, and applies his skills every day to fine tune and improve the mortgage process assembly line.

Richard Triplett

vice president & director of compliance, Ellie Mae

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Track: Compliance
Session: New Encompass HMDA Solution Revealed
Session: Compliance Town Hall

Richard Triplett, CMB, is vice president and director of compliance for Ellie Mae. Richard’s primary responsibility is to manage regulatory compliance for Ellie Mae products, including AllRegs Online. Richard’s 33 years of experience includes: origination, processing, underwriting, underwriting management, secondary marketing management, compliance, operations management, bank and broker lending (retail, wholesale and correspondent), risk management, information technology, auditing and quality management. Richard has worked with various companies in a compliance and operational capacity including Gregg & Valby, Secured Funding Corporation, H&R Block Mortgage/Option One Mortgage Corporation, North Fork Bank, and Republic National Bank of New York. Richard formerly owned National Portfolio Advisors, Inc., in Boston, Massachusetts, and has spent many years as a private consultant. Richard is an AllRegs Academy instructor and writes industry-related articles for Ellie Mae/AllRegs publications and a number of widely-read industry publications. He is a subject matter expert for publications regarding compliance and other industry-related topics. Richard earned a Certified Mortgage Banker designation with the Mortgage Bankers Association (MBA), has served as a CMB instructor on Real Estate Law and Regulatory Compliance, performs oral examinations for CMB candidates, and received a Faculty Fellow award from the MBA.

Joseph Tyrrell

EVP, corporate strategy, Ellie Mae

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Track: Executive
Session: Unlocking Innovation to increase Profitability

Joseph Tyrrell has served as our executive vice president of corporate strategy since March 2015, overseeing our product strategy, product management, and our business and corporate development efforts involving our network of current and potential business partners and merger and acquisition strategies. Joe has been with our company since 2002, and previously held the positions of senior vice president of corporate strategy from May 2014 to March 2015 and senior vice president of client management and business development from August 2013 to March 2014. Prior to joining Ellie Mae Joe served as vice president for Providian Financial, in addition to other executive positions within the mortgage industry. Joe holds a Bachelors of Arts in Business Management from St. Mary’s College.

Patrick VanderVeen

Chief Information Administrator, VanDyk Mortgage Corporation

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Track: Operations
Session: Increasing Collaboration and Success at Closing

Patrick VanderVeen is currently the chief information administrator at VanDyk Mortgage, a position he’s held since January 2012 after rising through the ranks as a Loan Processor and Compliance Team specialist. Based in Grand Rapids, Michigan, VanDyk Mortgage is a direct residential mortgage originator licensed in 39 states, with a current loan servicing portfolio of over $55 million and loan volume exceeding $1.45 billion for the 2016 calendar year. In his current role, Patrick manages all information systems for VanDyk Mortgage as related to serving as the Encompass Administrator. He holds a Bachelor of Science Degree in political science and government from Kalamazoo College.

Matthew VanFossen

Chief Operating Officer, Absolute Home Mortgage Corporation

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Track: Sales & Marketing
Session: Successfully Marketing to Next Generation Home Buyers

Matthew VanFossen is the chief operating officer for Absolute Home Mortgage, and is also a renowned public speaker and real estate coach. With 13 years of experience in mortgage lending and technology, his specialties include conceptual marketing and customized business processes. Matthew has overseen and managed over $5 Billion in mortgage origination volume throughout his career. Recognized across the mortgage industry as an out-of-the-box disruptive thinker, he has helped many originators and companies develop innovative marketing plans and technology solutions.

Lori Wahl

Technical Support Program Manager, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part One)
Session: New Best Practices for Underwriters

Lori Wahl is the technical support program manager at Ellie Mae, and has been with the company for 5½ years. She has 30+ years of experience in the mortgage industry in various capacities, including Branch Manager, Regional Underwriting Manager, and LOS Administrator. Lori is FHA DE, VA LAPP and SAR credentialed, and has been a Certified Encompass Admin since 2014.

Karen Whitcomb

Director, Technical Support, Ellie Mae

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Track: Operations
Session: Loan Processing Best Practices (Part One)

Karen Whitcomb is director of technical support at Ellie Mae. A mortgage banker by trade, Karen holds more than 30 years of experience within the mortgage industry, has been with Ellie Mae for the last six years, and is also a Certified Encompass Admin.