Event Information
Thank You for Attending 2022 Fair Lending Forum
Our inaugural Fair Lending Forum in Charlotte, North Carolina, was a huge success. Fair Lending regulators, compliance experts, and government officials gathered from May 2-4, 2022, providing exclusive Fair Lending insights to professionals eager to gain a deeper understanding of the ins and outs of compliance.
We also inducted the first five members into the Fair and Responsible Banking Hall of Fame, dedicated to those who show exemplary effort to improve the industry.
Congratulations to:
Marsha J. Courchane, Ph.D., CRE
Vice President and Practice Leader
Charles River Associates
Mike Calhoun
President
Center for Responsible Lending
Loretta Kirkwood
VP, Fair & Responsible Lending Officer
loanDepot
Lynn Woosley, CRCM
Senior Director
Treliant, LLC
Wes Zickefoose
Former National Bank Examiner
Connect with us on social for updates on upcoming events.
In the ever-evolving ecosystem of Fair Lending, there is always more to learn about and explore.
Sneak Peek Agenda
Please find a list of scheduled events for our upcoming Fair Lending Forum. We will provide a more detailed agenda upon registration as we get closer to the event. While press is invited, sessions will be closed unless otherwise indicated; press can connect with attendees in between sessions, meals, and events.
Date | Time | Description | Location |
|---|---|---|---|
Monday, May 2, 2022 | 6:00PM | Cocktail Welcome Reception (spouses & significant others are welcome but must be registered) | JW Marriott Charlotte |
Tuesday, May 3, 2022 | 7:30AM | Transportation to Atrium Health Ballpark | JW Marriott Charlotte |
Tuesday, May 3, 2022 | 8:15AM | Breakfast | Atrium Health Ballpark |
Tuesday, May 3, 2022 | 9:15AM - 12:30PM | Sessions | Atrium Health Ballpark |
Tuesday, May 3, 2022 | 12:30PM - 1:15PM | Lunch | Atrium Health Ballpark |
Tuesday, May 3, 2022 | 1:15PM - 4:15PM | Sessions | Atrium Health Ballpark |
Tuesday, May 3, 2022 | 3:15PM | Transportation to Atrium Health Ballpark for Spouses, Significant Others and Children | JW Marriott Charlotte |
Tuesday, May 3, 2022 | 4:30PM - 6:00PM | Baller Hour & Dinner (spouses, significant others, and children are welcome but must be registered) | Atrium Health Ballpark |
Tuesday, May 3, 2022 | 6:00PM | Kannapolis Cannon Ballers Game (spouses, significant others, and children are welcome but must be registered) | Atrium Health Ballpark |
Wednesday, May 4, 2022 | 8:00AM | Breakfast | JW Marriott Charlotte |
Wednesday, May 4, 2022 | 9:00AM - 1:00PM | Sessions | JW Marriott Charlotte |
Wednesday, May 4, 2022 | 1:00PM - 2:00PM | Connect Lunch | JW Marriott Charlotte |
Wednesday, May 4, 2022 | 2:00PM | Departure | JW Marriott Charlotte |
Session Detail
Featuring discussions from industry leaders on HMDA, CRA, Redlining, Fair Lending, Fair Servicing, and much more. To see a full list of our sessions and speakers, please refer to the information below:
Day | Time | Session Title | Speakers |
|---|---|---|---|
Tuesday | 9:15AM-10:15AM | Welcome, Opening Remarks and Fireside Chat with Sandra Thompson and Andy Sandler |
|
Tuesday | 10:15AM-11:15AM | Hot Topics: AI Risks on Underwriting and Pricing, Discrimination in Appraisals, and Gender Identity and Sexual Orientation Implications |
|
Tuesday | 11:30AM-12:30PM | Enforcement Actions: A Practical Review of Recent Trends |
|
Tuesday | 1:15PM-2:15PM | Community Group Perspectives on Emerging Issues |
|
Tuesday | 2:15PM-3:15PM | 1071: Intersects with Dodd Frank, Data Collection, SBA, ECOA and Community Development Needs |
|
Tuesday | 3:15PM-4:15PM | Regulator Roundtable |
|
Wednesday | 9:00AM-10:00AM | Fair Lending Stats 101 |
|
Wednesday | 9:00AM-10:15AM | RiskExec Tips and Tricks |
|
Wednesday | 10:15AM-11:30AM | Deep Dive on Fair Servicing: Views on Foreclosures, Evictions and REO |
|
Wednesday | 10:15AM-11:30AM | Know What Your Redlining Analysis Says About Your Institution |
|
Wednesday | 11:45AM-1:00PM | The Practitioner's Guide to Implementing a Robust CRA Program |
|
Wednesday | 11:45AM-1:00PM | RiskExec Tips and Tricks |
|
Wednesday | 1:00PM-2:00PM | Connect Lunch |
|
Sandra Thompson
Acting Director, Federal Housing Finance Agency (FHFA)
Grovetta Gardineer
Senior Deputy Comptroller for Bank Supervision Policy, Office of the Comptroller of the Currency (OCC)
Jon Seward
Principal Deputy Chief, Department of Justice (DOJ)
Mark Pearce
Director of Depositor and Consumer Protection, Federal Deposit Insurance Corporation (FDIC)
Joseph Firschein
Associate Director and Community Affairs Officer, Federal Reserve Board of Governors (FRB)
Ed Kramer
Senior Advisor, Asurity
Andy Sandler
CEO, Asurity
Dr. Anurag Agarwal
President - RiskExec
Andrea Mitchell
Managing Partner, Mitchell Sandler
Melissa Hammer
SVP, Fair Lending Product Management, RiskExec
Lisa Rice
President and CEO, National Fair Housing Alliance
Mike Calhoun
President, Center for Responsible Lending
Danielle McCoy
SVP, Deputy General Counsel and Deputy Corporate Secretary, Fannie Mae
Linda Ezuka
Founder, CRA Today and the CRA Hub
Daniella Casseres
Partner, Mitchell Sandler
Dr. Marsha Courchane
VP and Practice Leader, Charles River Associates
Arvind Jagnnath
Senior Director Product Management, Sagent
Todd Karazim
Counsel, Mitchell Sandler
Lynn Woosley
Senior Director and Service Area Leader, Treliant
Chris Napier
Partner, Mitchell Sandler
David Roell
VP, Compliance Products and Analytics, RiskExec
Jeff Walker
CEO and Co-Founder, CredEvolv
Lindsay Yousif
Executive Director, Compliance, Ally
Ellen Murphy
VP, Principal Advisor for Community Reinvestment, Bank of the West
Britt Faircloth
SVP, Fair Lending Officer, Valley Bank
Beverly Donawho
Business Advisor, Cornerstone Home Lending, Inc.
Tyler Wichmann
Deputy General Counsel and Head of Legal Compliance for Movement Mortgage
Liza Mistry
Director, Fair Lending, Fifth Third
Amy Magee
Fair Lending Officer, Bank OZK
Brian Sager
Compliance Officer - Fair Lending, Bank OZK
Arielle Gilman
Director, Implementation and Training, RiskExec
Katey McBurney
Director, Client Success and Engagement, RiskExec
John Murphy
Chief Architect, RiskExec
Brett Lewis
VP, Software Development, RiskExec
Jason Dietrich (Invited)
Economist, Consumer Financial Protection Bureau (CFPB)
Jeff Jaffee
Director, Consumer Protection Compliance, Freddie Mac
Brenda Baylor
Director of Fair Lending Compliance, Cross River
Tim Smyth
Managing Associate General Counsel - Fair Lending, Freddie Mac
Sponsors
RiskExec is a reporting and analysis platform for HMDA, CRA, Fair Lending, and Fair Servicing.
Mitchell Sandler LLC is a women-managed, majority women-owned boutique financial services and financial technology-focused law firm. Headquartered in Washington, DC, its lawyers include some of the most well-recognized and well-respected regulatory, enforcement, litigation, corporate, and financial technology attorneys in the country.
The Lenders One cooperative was established in 2000 as a national alliance of independent mortgage bankers. Today, they are one of the largest mortgage co-ops in the country..
Health & Safety
In anticipation of what promises to be a jam-packed and worthwhile inaugural Fair Lending Forum, we wanted to share with you the steps we’re taking to keep everyone - our attendees, our sponsors and our team - as safe as possible in light of ongoing public health concerns related to COVID-19. We are committed to creating a healthy and safe environment for all. We will adhere to all local COVID safety guidelines and will notify attendees of any mandatory requirements. Out of an abundance of caution, the Fair Lending Forum is implementing the following guidelines for conference attendees:
- All adults 18+ must provide proof of vaccination OR negative COVID test result taken within two (2) days prior to badge pickup. According to the Center for Disease Control (CDC), a person is considered fully vaccinated:
- 2 weeks after their second dose in a 2-dose series, such as the Pfizer and Moderna vaccines, or
- 2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine.
- Mask protocol will follow local guidance
Accepted forms of proof of vaccination (accompanied by valid photo ID) include:
- Original vaccination card
- Photo of front and back of vaccination card
- Photocopy of front and back of vaccination card
- Digital vaccine card
Accepted forms of proof of negative test (accompanied by valid photo ID) include:
- Electronic result or printout of electronic result from an FDA-approved rapid test.
- Result must include name of individual, test result, name of lab and date the test was taken.
Details on submitting vaccination cards and test results will follow registration confirmation.
Note: The JW Marriott Charlotte and the Atrium Health Ballpark may implement other protocols. These will be communicated at a later date.
Registration will open this Fall!
The 2023 Fair Lending Forum will offer insights, thought-provoking discussion. and networking opportunities.
Thank You for Attending our 2022 Fair Lending Forum
Our inaugural Fair Lending Forum in Charlotte, North Carolina, was a huge success. Fair Lending regulators, compliance experts, and government officials gathered from May 2-4, 2022, providing exclusive Fair Lending insights to professionals eager to gain a deeper understanding of the ins and outs of compliance.
We also inducted the first five members into the Fair and Responsible Banking Hall of Fame, dedicated to those who show exemplary effort to improve the industry.
Marsha J. Courchane, Ph.D., CRE
Vice President & Practice Leader
Charles River Associates
Mike Calhoun
President
Center for Responsible Lending
Loretta Kirkwood
VP, Fair & Responsible Lending Officer
IoanDepot
Lynn Woosley, CRCM
Senior Director
Treliant, LLC
Wes Zickefoose
Former National Bank Examiner
Connect with us on social for updates on upcoming events.
In the ever-evolving ecosystem of Fair Lending, there is always more to learn about and explore.
Sign up for our newsletter to receive updates on the 2023 Fair Lending Forum and other Asurity events and news
Fair and Responsible Banking Hall of Fame
We have established The Fair and Responsible Banking Hall of Fame to honor the achievements of three individuals who have greatly impacted the industry.
Please submit your nomination below.