MORTGAGE SERVICING FORUM

 SEPTEMBER 1-3

Join top servicers and attorneys for three powerhouse panels exploring the most pressing legal issues in servicing. With a rise in volume coupled with industry consolidation, learn about servicing new products, FHA/VA program reforms, and bankruptcy compliance. This series delivers practical, real-time insight into AI, regulatory, operational, and litigation risks. It's a must-attend for anyone navigating the ever-evolving landscape of default servicing, plus a can't-miss-won't-miss keynote.

Location Name
Dallas Ballroom DH - Level 3

FORUM SPONSORS

LEAD

Aspen Grove

PARTNERS

Aremco, Inc
NATIONAL GENERAL LENDER SERVICES
a360inc
Global Strategic
Safeguard Properties
Brookstone Management
The Phoenix Group

AGENDA

Tuesday, September 1, 2026

9:00 AM

MORTGAGE SERVICING FORUM:

Welcome Remarks

        

 

David Demers
9:00 AM - 9:30 AM

MORTGAGE SERVICING FORUM:
Breaking the Script: Why the Future of Servicing Starts with Humanity

Great servicing starts with seeing the person, not just the loan. This keynote will explore how empathy, curiosity, and trust can create better outcomes for borrowers, employees, and your business.

         
 

LaQuanda Sain
11:00 AM - 12:00 PM

MORTGAGE SERVICING FORUM:
AI Human Futures

The next generation will inherit a different world. Human Futures is a youth learning and career-readiness program that helps young people build real skills, real projects, and real confidence for a world being reshaped by AI. Phoenix’s mission is to prepare this generation from school years through the first years or a career—to think clearly, work creatively, and build things that matter in a world where AI is central to the job. Phoenix has spent the last few years helping mortgage companies figure out what generative AI means for the way we work. They have educated thousands of operators, built a generative artificial intelligence (genAI) platform, and launched dozens of immersive learning courses for mortgage professionals. Human Futures is a human-first, educator-led, and employer-connected program designed to prepare our next generation of leaders.

         


 PRESENTED BY:

Josh Christianson Tela Mathias
1:45 PM - 2:45 PM

MORTGAGE SERVICING FORUM:
The Rise of Alternative Mortgage Assets: Risk, Recovery & Resolution

As alternative lending products continue gaining market share, servicers and investors face a new set of operational and strategic challenges. Join seasoned industry leaders with experience across lending, servicing, legal, and asset management as they discuss what they're seeing in the field and how they're navigating these evolving asset classes.

         
 

Stephen Hladik Larry Goldstone Steven Klemp Joseph Laigaie
3:00 PM - 4:00 PM

MORTGAGE SERVICING FORUM:
Industry Roundtables

Engage with colleagues at your table during interactive topic-centric discussions led by  industry experts. This is the perfect combination of networking and education.

         
 

David Demers Deloise Browne-Milner Clayton Gordon Jane Bond Stephanie Mclane
4:00 PM - 4:05 PM

MORTGAGE SERVICING FORUM:
Closing Remarks

         
 

David Demers
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Wednesday, September 2, 2026

9:45 AM - 9:50 AM

MORTGAGE SERVICING FORUM:

Welcome Remarks

        

 

David Demers
9:50 AM - 10:30 AM

MORTGAGE SERVICING FORUM:
The Next Chapter in Loss Mitigation

Loss mitigation continues to evolve as servicers manage changing economic conditions and updated program requirements. This session will cover key updates impacting the industry, including the impact of stagflation and recent FHA and VA guideline changes. Join industry experts as they discuss what these changes mean for servicers, borrowers, and default teams. Learn what to watch for and how to adapt strategies in today’s servicing environment.

         
 

Ryan Bourgeois Michael Blair Benjamin Gottheim Alex Verget Reneau Longoria
10:45 AM - 11:45 AM

MORTGAGE SERVICING FORUM:
The Good, The Bad & The Crazy

Mortgage servicers continue to face changing legal interpretations, regulatory challenges, and new theories that may impact default servicing and loss mitigation. This session will cover recent developments — from lessons learned and best practices to new legal arguments raising questions for the industry. We’ll discuss topics like the “$1 judgment” theory and claims that default judgments may be extinguished. Bring your questions, experiences, and perspectives as we unpack what’s real, what’s risky, and what’s next.

         
 

Michael Chisholm Jennifer Rogers Candace Russell Sally Garrison
2:00 PM - 3:00 PM

MORTGAGE SERVICING FORUM:
Managing Growth During Industry Change

Mortgage servicing is seeing increased volumes while the industry continues to consolidate through mergers and acquisitions. This session will discuss how servicers, law firms, and vendors can manage growth while maintaining quality, compliance, and efficiency.

         
 

Roy Diaz Deloise Browne-Milner Patrick O'Brien Neil Sherman Erika Garcia Jackie Torres
3:00 PM - 3:05 PM

MORTGAGE SERVICING FORUM:
Closing Remarks

         
 

David Demers
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]

Thursday, September 3, 2026

9:30 AM - 9:35 AM

MORTGAGE SERVICING FORUM:

Welcome Remarks

        

 

David Demers
9:35 AM - 10:45 AM

MORTGAGE SERVICING FORUM:
Changing Tides: Statutory and Case Law Changes

This interactive workshop will bring together regional legal experts to discuss the latest statutory changes, case law developments, and emerging trends impacting the industry.
Participants will explore updates by region, including new requirements, operational impacts, and lessons learned from recent changes. Through discussion with attorneys who work in these markets every day, attendees will gain practical insight into potential risks, effective strategies, and solutions for navigating an evolving regulatory environment.
Walk away with a clearer understanding of what has changed, what is coming next, and how to adjust your processes to stay ahead.

         
 

David Demers Reneau Longoria Caren Castle Carl Emmons Melisa Manganelli Jennifer Isom
11:00 AM - 11:50 AM

MORTGAGE SERVICING FORUM:
AI That Delivers: Proven Use Cases in Mortgage Servicing Operations

AI is moving from a future concept to a tool that is helping mortgage servicing teams today. This session will highlight real-world examples of how AI is being used to improve operations, increase efficiency, and support better decision-making.

         
 

Joshua Bishop Eyal Leeder Jacinta Lucey Michael Merrit Larry Tyler
11:50 AM - 11:55 AM

MORTGAGE SERVICING FORUM:
Closing Remarks

         
 

David Demers
Time Zone: (UTC-05:00) Central Time (US & Canada) [Change Time Zone]