USFN EVENTS
  • USFN EVENTS
    • CALENDAR OF EVENTS
    • CONTACT
    • POLICIES
    • USFN @ MBA
  • VIRTUAL
    • CASE Files >
      • SERIES 1: TITLE SCHEDULE
    • LEARNING LABS >
      • LEARNING LAB 3.0: THE BASIC FORMULA
      • LEARNING LAB 2.0: UNDER THE MICROSCOPE
      • LEARNING LAB 1.0: CORE CONCEPTS
  • BRIEFINGS
  • FORUM
  • SEMINARS
    • COMPLIANCE & LEGAL ISSUES
  • SIGNATURE
  • SPEAKERS
  • NextGen
Picture

SCHEDULE

HOME
PROGRAM
SPEAKERS
TRAVEL + HOTEL
REGISTER
RESOURCES
FULL SCHEDULE
SCHEDULE-AT-A-GLANCE
See full day schedule
Wednesday, June 7             Thursday, June 8                Friday, June 9

Wednesday, June 7

2:00 PM - 6:30 PM
​​Location: ???
Registration Open
​
Check in at Registration to pick up your badge upon arrival and grab ribbons and USFN member pins. Stop by any time during the event with questions or to get event information.
3:00 PM - 3:45 PM
​​Location: 3rd/4th Ward
First-Time Attendees Orientation
​
Gather with other first-time attendees to learn all that USFNdustry Forum offers and how to make the most of your experience.
4:00 PM - 5:00 PM
Location: Charlotte DE
Member Town Hall
All members are invited to attend the Member Town Hall meeting. Hear updates from the USFN Board of Directors, CEO Pam Donahoo, committees, and more. There will be also be time for a Q&A session with members.
5:30 PM - 6:00 PM
​​Location: Charlotte FGH
USFNclusion Reception
Celebrate the diversity of USFNdustry Forum attendees while learning how USFN actively promotes diversity, equity, and inclusion in its programs.
6:30 PM - 9:00 PM
​​Location: Charlotte ABC + Event Hub
Opening Night Dinner, Entertainment & Community Project
​
Join your peers for a night of delicious food, engaging entertainment, and a chance to give back to the local Charlotte community.
9:00 PM
​​Location: Stoke Bar
Afterglow
End the evenings in the hotel bar, mingling with other attendees while reflecting on the day’s events over cocktails.

Thursday, June 8

6:00 AM - 6:45 AM
​​Location: Marriott City Center Lobby
Downtown Charlotte Morning Walk/Run
​
Get ready to kickstart your day with an invigorating run through the beautiful city of Charlotte! Starting from the Marriott City Center, you'll have the option to run or walk along a scenic 3-mile route that will take you on a journey through some of Charlotte's most famous landmarks. Beginning and ending at the picturesque Romare Bearden Park, you'll pass by the renowned Truist Field and Bank of America Stadium, immersing yourself in the city's rich sports culture. As you explore Charlotte's city center, uptown, and south end, you'll be treated to unique architecture and the urban charm that the city has to offer. The route also includes a stretch under the John Belk Freeway, adding a touch of adventure to your run. Whether you're an avid runner or prefer a leisurely walk, this run promises to be a memorable experience for all fitness levels. So, lace up your sneakers, enjoy the fresh morning air, and join us for a delightful run through the heart of Charlotte.
7:00 AM - 5:15 PM
​​Location: ???
Registration Open
​
Check in at Registration to pick up your badge upon arrival and grab ribbons and USFN member pins. Stop by any time during the event with questions or to get event information.
7:30 AM - 8:00 AM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward
  • Speaking (Aaron) ABC
  • Marketing (Tracy) FGH
  • Technology (Kristi) 1st/2nd
Engagement Accelerators
Learn about USFN tools and programs in these 30-minute sessions designed to help you take advantage of all your membership has to offer. Whether you are a servicer, GSE, investor, firm member, or associate member, you’ll learn how to accelerate your engagement, gain visibility, and get the maximum ROI on your USFN investment. Choose from the following sessions: Speaking, Marketing, and Technology.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
8:00 AM - 8:45 PM
​​Location: Charlotte DE
Breakfast Buffet
8:45 AM - 9:45 PM
​​Location: Charlotte DE
Keynote: Mark Calabria, Ph.D.
Shelter from the Storm: How a COVID Mortgage Meltdown was Averted

Session Overview: The COVID-19 pandemic upended our daily lives and transformed the political landscape. The crisis was not only an unprecedented shock to our healthcare system but also an unprecedented threat to our economic well-being, including the mortgage and housing markets. A critical aspect of that response was the efforts to keep families in their homes. 
FULL SESSION DESCRIPTION
Despite the reforms following the 2008 financial crisis, our financial markets were not prepared. March 2020 brought another financial crisis. But some were determined not to repeat the many mistakes of 2008.

As director of the Federal Housing Finance Agency (FHFA), which oversees Fannie Mae, Freddie Mac, and the Federal Home Loan Banks, Mark Calabria was responsible for leading that response. In Shelter from the Storm, he tells the story of how millions of families were provided mortgage and rental assistance both to keep them safe and to keep our financial markets functioning. He offers readers a peek behind the curtain of government decision making in a crisis and shows how the FHFA minimized housing disruptions at little to no cost to the taxpayer.
​

Learn why certain mortgage mitigation standards were adopted during COVID, and which changes are likely to remain. Calabria also entertains with insider stories and insights from both FHFA and his time at the White House. ​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
10:00 AM - 10:45 AM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward, 3rd/4th Ward

  • DEI
  • Loss Mitigation
  • Regulatory
  • Technology
Topical Roundtables
Work together with industry peers to discuss and share ideas on a topic of shared interest in these 45-minute discussion groups. Collaborate with your peers to discuss best practices and possible solutions for a pre-defined topic. You’ll get to share your firsthand experiences while learning from your colleagues at the same time.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
11:00 AM - 12:00 PM
​​Location: Charlotte DE
General Session: Top 10 Summer Topics: From AI & HAF to Compliance & Operational Changes
We all know the summer is hot, including in the Carolinas, and these topics continue to sizzle in a post-COVID environment. We take a no-nonsense dive into the top 10 issues impacting us today. 
FULL SESSION DESCRIPTION
10.  AI and Effect on Industry 
9.  HAF Programs 
8.  Industry Unknowns
7.  Hiring 
6.  Maintaining Staff
5.  Systems Management
4.  Communications
3.  Scorecards
2.  Compliance   
  1.  Operational Changes vs. The Cost of Doing Business
​
SPEAKERS
Roy Diaz
Christianna Kersey
Diane Rosenberg
12:00 PM - 12:45 PM
​​Location: Charlotte DE
Lunch Buffet
12:45 PM - 1:45 PM
​​Location: Charlotte DE
Keynote: Edward Seiler, Ph.D.
Market Outlook: The Macroeconomic Environment and the Mortgage Market

Session Overview: In this session, we will discuss the state of the economy and how it pertains to the real estate industry. We will also discuss the outlook for the housing market with a focus on recent MBA lender and servicer performance surveys.
FULL SESSION DESCRIPTION
  • Part 1: State of the economy and how it affects the real estate industry.
    • Discussion of MBA’s outlook for employment, inflation, and interest rates, and the possibility of an upcoming recession.
  • Part 2: Mortgage market outlook. 
    • The demand for housing, supply, house prices, and population demographics. 
    • What does the current environment for originations look like after the two bumper years during the pandemic?
    • MBA’s forecast for the next three years.
  • Part 3: MBA survey results.
    • Lender revenues and costs, servicing costs, delinquencies, forbearance, and loss mitigation.
​
SPEAKERS
Picture
Speaker:
Edward Seiler, Ph.D., Associate Vice President for Housing Economics, Mortgage Bankers Association
2:00 PM - 2:30 PM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward, 3rd/4th Ward
Case Studies
These 30-minute express learning sessions cover the topics most likely to trend in 2023. You can expect an overview of the issue, case, and decision, plus a breakdown of the implications for your firm or organization. You’ll leave with a new perspective and a robust to-do list.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
2:45 PM - 3:45 PM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward, 3rd/4th Ward
  • Foreclosure 
  • Loss Mitigation
  • REO/Eviction
  • Bankruptcy

Breakout Sessions
Join experienced industry leaders for 60-minute panel presentations on topics that matter most to you. During these concurrent breakout sessions, you’ll hear from knowledgeable content leaders currently navigating the industry’s most challenging cases on a range of topics, including bankruptcy, DEI, foreclosure, REO/eviction, loss mitigation, regulatory, and technology.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
4:00 PM - 5:00 PM
​​Location: Charlotte DE
General Session: Servicer Takeover
We all know the summer is hot, including in the Carolinas, and these topics continue to sizzle in a post-COVID environment. We take a no-nonsense dive into the top 10 issues impacting us today. 
FULL SESSION DESCRIPTION
10.  AI and Effect on Industry 
9.  HAF Programs 
8.  Industry Unknowns
7.  Hiring 
6.  Maintaining Staff
5.  Systems Management
4.  Communications
3.  Scorecards
2.  Compliance   
  1.  Operational Changes vs. The Cost of Doing Business
​
SPEAKERS
Roy Diaz
Christianna Kersey
Diane Rosenberg
6:00 PM - 9:00 PM
​​Location: NASCAR Hall of Fame
Offsite Dinner/Event at the NASCAR Hall of Fame
Join us at the NASCAR Hall of Fame in Charlotte, North Carolina for an evening of excitement and adventure. 
FULL SESSION DESCRIPTION
The night kicks off at 6:00 PM with a reception in the Great Hall where you can enjoy drinks and delicious food while mingling with other guests.

​At 7:00 PM, you'll have access to the museum and all its activities, including one-of-a-kind interactive exhibits and virtual racing simulators. Test your skills as a pit crew member in the Pit Crew Challenge, where you'll change a tire and fuel a car against the clock or explore the Science of Speed exhibit, which delves into the physics of racing and the technology that makes it all possible. Walk through the Hall of Honor and learn about the sport's most iconic figures.

This event is perfect for car enthusiasts, sports fans, or anyone looking for a unique and memorable night out. Don't miss out on this incredible opportunity to experience the NASCAR Hall of Fame like never before.

This event is included free for registered USFNdustry attendees. If you would like to bring a guest for this memorable night, guest tickets may be purchased at registration. If you have already registered and would like to purchase additional guest tickets, please email register@usfn.org.​
9:00 PM
​​Location: Stoke Bar
Afterglow
End the evenings in the hotel bar, mingling with other attendees while reflecting on the day’s events over cocktails.

Friday, June 9

7:00 AM - 1:15 PM
​​Location: ???
Registration Open
​
Check in at Registration to pick up your badge upon arrival and grab ribbons and USFN member pins. Stop by any time during the event with questions or to get event information.
7:15 AM - 8:00 AM
​​Location: Charlotte DE
Continental Breakfast & Coffee Bar
7:30 AM - 8:00 AM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward
  • NextGen (Aaron) ABC
  • AOE (Tracy) FGH
  • Pubs (Kristi) 1st/2nd
Engagement Accelerators
Learn about USFN tools and programs in these 30-minute sessions designed to help you take advantage of all your membership has to offer. Whether you are a servicer, GSE, investor, firm member, or associate member, you’ll learn how to accelerate your engagement, gain visibility, and get the maximum ROI on your USFN investment. Choose from the following sessions: NextGen, Award of Excellence, and Publications.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
8:00 AM - 9:00 AM
​​Location: Charlotte DE
Keynote: Porter Heath Morgan
CHATGPT and the Artificial Intelligence Arms Race: A Brave New World or 1984 Dystopia?

Session Overview: The Consumer AI Era is Here with Large Language Modeling (LLMs) and Robotic Process Automation (RPA).  This session will take a deep dive into the benefits and threats to this new technology.  Learn about the practical benefits of how companies are using CHATGPT and other LLMs to streamline their work today and learn about what safeguards to implement with your employees and vendors when using Consumer AI. 
FULL SESSION DESCRIPTION
  • Intro to Consumer AI: LLMs and RPAs
    • CHAT GPT & The AI Arms Race
    • Robotic Process Automation
  • Discovering Practical Uses for ChatGPT & AI 
    • From Content Creation to Content Curation
    • Identifying Departments & Responsibilities for Implementation
      • Consumer Communications
      • Marketing
      • Content Creation
      • Quality Assurance
      • Training
      • Compliance
      • Prompt Engineering
      • Robotic Process Automation
  • Implementing Safeguards for AI
    • What Data to Use
    • Employee Safeguards
    • Vendor Safeguards
  • Thinking Ahead to the Future
    • Identifying Benefits in the Future
    • Identifying Risks in the Future & Planning Ahead
​
SPEAKER
Picture
Speaker:
Porter Heath Morgan, Partner, Martin Lyons Watts Morgan PLLC
9:15 AM - 10:00 AM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward
  • REO/Eviction
  • Bankruptcy
  • Foreclosure
Topical Roundtables
Work together with industry peers to discuss and share ideas on a topic of shared interest in these 45-minute discussion groups. Collaborate with your peers to discuss best practices and possible solutions for a pre-defined topic. You’ll get to share your firsthand experiences while learning from your colleagues at the same time.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
10:15 AM - 11:15 AM
​​Location: Charlotte ABC, Charlotte FGH, 1st/2nd Ward
  • DEI 
  • Technology 
  • Regulatory
Breakout Sessions
Join experienced industry leaders for 60-minute panel presentations on topics that matter most to you. During these concurrent breakout sessions, you’ll hear from knowledgeable content leaders currently navigating the industry’s most challenging cases on a range of topics, including bankruptcy, DEI, foreclosure, REO/eviction, loss mitigation, regulatory, and technology.​
FULL SESSION DESCRIPTION
Speaking
Location: Charlotte ABC

​If you are interested in presenting at a USFN event, you'll want to attend this session. Learn about USFN's Speaker Resource Group, which is 



  • Landing page
  • Overview
    • What is it?
    • How do we use it?
    • Why do we have it?
    • Dashboard 
  • Roster Listing
  • Application
  • Data Request
  • Resources
    • Inclusive content
    • Navigating In-Person Conferences in a Lingering COVID World
    • Roles & Responsibilities of an Effective Panelist 
    • A Speaker’s Guide to Preparing Dynamite CLE Materials
    • Leading the Band: How to be a Great Moderator
    • Speaker Do's and Don’ts
    • Achieving Rockstar Status as a Virtual Presenter
​
SPEAKERS
Picture
Speaker:
Mark Calabria, Author, Shelter from the Storm: How a COVID Mortgage Meltdown was Averted
11:15 AM - 12:00 PM
​​Location: Charlotte DE
Closing Brunch
12:00 PM - 1:00 PM
​​Location: Charlotte DE
General Session: Regulator Roundup
We all know the summer is hot, including in the Carolinas, and these topics continue to sizzle in a post-COVID environment. We take a no-nonsense dive into the top 10 issues impacting us today. 
FULL SESSION DESCRIPTION
10.  AI and Effect on Industry 
9.  HAF Programs 
8.  Industry Unknowns
7.  Hiring 
6.  Maintaining Staff
5.  Systems Management
4.  Communications
3.  Scorecards
2.  Compliance   
  1.  Operational Changes vs. The Cost of Doing Business
​
SPEAKERS
Roy Diaz
Christianna Kersey
Diane Rosenberg
1:00 PM
Conference Concludes
Content Disclaimer
All content, presentations, handouts, emails, website content, mobile app content, etc. provided by USFN in its publications, in connection with USFN events and otherwise (“Content”) is for educational purposes only, and should not be considered legal advice or a legal opinion. Every matter is different and poses a unique set of facts and circumstances. Legal advice can only be provided after analysis of all the facts and circumstances of a particular matter. In addition, all Content is current only through the date it is provided, and may change after that date due to changes in the law, custom, industry standards or best practices. We suggest that you consult with your USFN local counsel if you wish to retain a firm to provide legal advice on a particular issue or matter. Please do not hesitate to contact USFN for contact information for our firms for that purpose. 
​

Picture
PRIVACY POLICY © USFN COPYRIGHT 2023 ALL RIGHTS RESERVED.
  • USFN EVENTS
    • CALENDAR OF EVENTS
    • CONTACT
    • POLICIES
    • USFN @ MBA
  • VIRTUAL
    • CASE Files >
      • SERIES 1: TITLE SCHEDULE
    • LEARNING LABS >
      • LEARNING LAB 3.0: THE BASIC FORMULA
      • LEARNING LAB 2.0: UNDER THE MICROSCOPE
      • LEARNING LAB 1.0: CORE CONCEPTS
  • BRIEFINGS
  • FORUM
  • SEMINARS
    • COMPLIANCE & LEGAL ISSUES
  • SIGNATURE
  • SPEAKERS
  • NextGen