
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.


FORUM SPONSORS
PARTNERS
AGENDA
Tuesday, September 1, 2026
| 9:00 AM | MORTGAGE SERVICING FORUM: Welcome Remarks
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| 9:00 AM - 9:30 AM | MORTGAGE SERVICING FORUM: 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM - 12:00 PM | MORTGAGE SERVICING FORUM: 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.
Josh Christianson, Director | PhoenixTeam Tela Mathias, Chief Technology Officer, PhoenixTeam; CEO, Phoenix Burst | Pheonix | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:45 PM - 2:45 PM | MORTGAGE SERVICING FORUM: 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, Managing Partner | Hladik Onorato & Federman Larry Goldstone, President, Capital Markets and Lending | BSI Financial Services Steven Klemp, Chief Servicing Officer | RF Mortgage Services Joseph Laigaie, Chief Operations Officer | Statebridge Company | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM - 4:00 PM | MORTGAGE SERVICING FORUM: 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, Partner | Cooke Demers, LLC Deloise Browne-Milner, Sr Operations Manager, Foreclosure, Bankruptcy & Distressed Properties | Freddie Mac Clayton Gordon, Director of Complex Litigation and Strategic Development | McMichael Taylor Gray, LLC Jane Bond, Managing Partner - Litigation South | McCalla Raymer Leibert Pierce, LLP Stephanie Mclane, CEO | AREMCO | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:00 PM - 4:05 PM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Wednesday, September 2, 2026
| 9:45 AM - 9:50 AM | MORTGAGE SERVICING FORUM: Welcome Remarks
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| 9:50 AM - 10:30 AM | MORTGAGE SERVICING FORUM: 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, Partner | Barrett Daffin Frappier Turner and Engel, LLP Michael Blair, COO | Livegage Inc. Benjamin Gottheim, VP, Policy and SQA | Freddie Mac Alex Verget, VP Business services | Aspen Grove Reneau Longoria, Managing Member and Owner | Doonan, Graves & Longoria LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:45 AM - 11:45 AM | MORTGAGE SERVICING FORUM: 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, Director of Client Relations | Friedman Vartolo Jennifer Rogers, Managing Attorney | IDEA Law Group Candace Russell, VP | CMS Sally Garrison, CEO | The Mortgage Law Firm | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM - 3:00 PM | MORTGAGE SERVICING FORUM: 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, Managing Shareholder | Diaz Anselmo & Associates, P.A. Deloise Browne-Milner, Sr Operations Manager, Foreclosure, Bankruptcy & Distressed Properties | Freddie Mac Patrick O'Brien, Chief Operations Officer | Stern & Eisenberg Neil Sherman, President | Schneiderman & Sherman, PC Erika Garcia, COO | Global Strategic Jackie Torres, SVP of Loan Operations | Cenlar | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM - 3:05 PM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Thursday, September 3, 2026
| 9:30 AM - 9:35 AM | MORTGAGE SERVICING FORUM: Welcome Remarks
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| 9:35 AM - 10:45 AM | MORTGAGE SERVICING FORUM: This interactive workshop will bring together regional legal experts to discuss the latest statutory changes, case law developments, and emerging trends impacting the industry. David Demers, Partner | Cooke Demers, LLC Reneau Longoria, Managing Member and Owner | Doonan, Graves & Longoria LLC Caren Castle, Senior Managing Attorney | The Mortgage Law Firm Carl Emmons, Managing Attorney | Bell Carrington Price & Gregg LLC Melisa Manganelli, partner | Law Offices of Manganelli, Leider & Savio, P.A. Jennifer Isom, Attorney | IDEA Law Group, LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM - 11:50 AM | MORTGAGE SERVICING FORUM: 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, Chief Operating Officer, Servicing | Newrez Eyal Leeder, Director of Applied Technology | Friedman Vartolo Jacinta Lucey, VP Business Services | Aspen Grove Michael Merrit, SVP, Head of Mortgage Default and Customer Care |Consumer Specialty Operations | Citizens Bank Larry Tyler, SVP - Customer Care | Roundpoint Mortgage Servicing Corporation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:50 AM - 11:55 AM | MORTGAGE SERVICING FORUM: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||








