About the Summit

A conference to springboard a new route for the industry, covering all aspects of Fintech and its future applications.

At the inaugural Five Star Fintech Summit, hear from speakers in the technology, operations, and mortgage industry to learn about the latest approaches to bringing financial technology into the forefront of consumers’ experience. Transparency, accessibility, and ease of use will all be highlighted in this two-day meeting. Distilled content will be easily approachable, with the goal of empowering attendees and providing real benefit in terms of taking home actionable ideas and processes for their organizations.

Attendees will include:

Mortgage technology drivers | Non-endemic tech pioneers | Leaders in operations | Servicers |
Government agencies | Service providers | Investors | and more

Call 214.525.6700, or email for more information.

Schedule At A Glance

March 21

Registration: 3 p.m. – 8 p.m.
Opening Night Reception: 6 p.m. – 9 p.m.

March 22

Registration: 7 a.m.—8 p.m.
Expo Hall Open: 8 a.m.—5 p.m.
Breakfast: 8 a.m.—10 a.m.
Fintech Sessions: 9 a.m.—12:30 p.m.
Keynote Luncheon: 12:30 p.m.—1:15 p.m.
Fintech Sessions: 1:15 p.m.—4:45 p.m.


Doug Dannemiller
Investment Management Research Leader, Deloitte
Jessica Fox
Freddie Mac
Dave Garland
Partner, Second Century Ventures
Katie Jo Keeling
Managing Partner, McCarthy & Holthus, LLP
Christopher McClanahan
Executive Director, EY
Jason Nadeau
Executive Vice President, Factom, Inc.
Matt Offers
Product Manager, Pavaso
Sean Ryan
Founder & Chief Executive Officer, Aspen Grove Solutions
Tracy Stephan
Director, Enterprise Innovation Team (EIT), Fannie Mae
Marvin Stone
SVP, Business Integration / CFPB Program Manager, Stewart
Rocky Stubbs
SVP, Head of Direct Lending, Flagstar Bank
Nitya Subramanian
Engineering Manager, Blend
Brandon Van Volkenburgh
Co-Founder and CTO, CrowdReason, LLC
James Vinci
VP & General Manager, Equator
Brendon Weiss



Subject Set


9:00 a.m. – 9:15 a.m.


Market Update and Effective Application

Adaptation is a crucial characteristic as servicing transitions into the digitial world, and the successful servicers will learn to revamp their businesses to the new technologies at the forefront of the industry. So what’s the best way to implement a plan of action? Learn from our experts as they discuss case studies and the current state of the market that prove how your company can benefit from fintech strategies.

9:15 a.m. – 10:00 a.m.


Impacts on Servicing

The servicing realm is changing as new technologies make processes easier for both the consumer and servicer alike. However, with all new technology comes unforeseen impacts and challenges. Learn from our expects how receiving alternative currency is changing the servicing landscape. Learn from servicers first hand who have implemented this in their shops on the benefits of alternative currency and what to watch out for.

10:00 a.m. – 10:45 a.m.


Paperless Currency for a Paperless World

The fintech sector has been exploring the use of cryptocurrencies as a new innovation to challenge some of the more legacy business models in banking that may stall progress. What’s the best way for your company to prepare for a transition into a cryptocurrency world? Learn from our experts how your business can excel in the digital realm.

10:45 a.m. – 11:00 a.m.


Market Update and Effective Application

Banks and financial tech companies are increasingly embracing blockchain’s native capabilities as the basis for cross-border payment networks. Learn from our experts as we delve into case studies that teach us about the latest state of this expanding technology—and how to utilize it in the mortgage space.

11:00 a.m. – 11:45 a.m.


The Case for the Blockchain

Where does blockchain fit into an innovation strategy? Blockchain technology has the potential to universally reshape the way business transacts across nearly every industry in the global economy. So what are the premiere cases for utilizing blockchain practices in servicing, mortgage, and title?

11:45 a.m. – 12:30 p.m.


Security and Regulation: How to Adapt

The mechanisms of blockchain technologies lead to lowered cost of audit and regulatory compliance with improved transparency—as contracts being executed with business networks using blockchain technologies are smart and automated. However, it is important to understand how to properly incorporate blockchains in a hyper regulated environment—it could mean the difference between failure and success.

1:30 p.m. – 2:15 p.m.

Big Data & Robo-advisors

The Future of Closing Strategies

As difficult as strategic choices may be, mortgage professionals are finding it even more challenging to adapt their operating models quickly to a new strategy—indeed, it’s often the biggest obstacle to implement a distinctive strategy. As faster timelines, less defects, and improved clarity for all parties is the end-game of closing, how are you going to incorporate the best strategies into your business?

2:30 p.m. – 3:15 p.m.

Big Data & Robo-advisors

Automatic Opportunity

The financial sector is one of the best examples in which decision-makers will need the guidance of automated systems in making better data-driven decisions. Online mortgage lenders, web marketplaces, brokers and non-bank lenders are all trying to streamline processes with automated systems. But what does all of this mean for servicing and re-fi reviews? Learn from our experts if robo-advisors mean instant revenue growth for banks based—or if there is more to the story.

3:15 p.m. – 3:30 p.m.

Machine Learning

Market Update and Effective Application

Today, machine learning plays an integral role in many phases of the financial ecosystem. From approving loans, to managing assets, to assess risks. Yet, only a few technically-sound professionals have a precise view of how machine learning finds its way into their daily business endeavors. With new innovations comes its obstacles—so what’s the best way to engage machine learning into your business? Learn from our experts how to better your company’s machine learning strategies.

3:30 p.m. – 4:15 p.m.

Machine Learning

The State of Current Systems

Recent advances in technology have enabled financial institutions to explore the applications of machine learning techniques in areas like customer service, personal finance and wealth management, and fraud and risk management. While increasing reduction of human effort is the main aim of implementing machine learning, are the current systems built for our industry prepared for large intelligence operations?

4:15 p.m. – 4:45 p.m.

Machine Learning

Instant Gratification

A human brain, if pushed to its extreme, is capable of doing only a few tasks at the same time. Whereas machines having no boundaries can concentrate on several thousands of tasks—one of the reasons why we should use machine learning in fintech. And while machine learning may provide the most immediate opportunities for the servicing and mortgage space, how can this artificial intelligence change the game?


Renaissance Nashville Hotel

611 Commerce Street, Nashville, TN, 37203

Discover the country music capital of the world while staying at the Renaissance Nashville Hotel. Situated in the heart of the business district, this downtown Nashville hotel allows for maximum exploration. Walking distance to Music City Center and attractions like Bridgestone Arena, Nissan Stadium, B.B. King’s Blues Club, Country Music Hall of Fame, Ryman Auditorium and the Historic Second Avenue District. Guests can enjoy a 24-hour fitness center, indoor pool and a variety of delicious dining options.

Hosting Sponsor


Star Sponsor




Participating Sponsors



Showcase your brand in front of leaders in the Fintech space through sponsorship packages designed to
position you in front of key decision makers.

For more information please contact