About the Summit

At the 2019 Five Star Fintech Summit, subject-matter experts representing leading mortgage and tech companies will discuss the latest advances in financial technology and how these innovations are being implemented to streamline processes, increase transparency, and reduce costs across the financial services sector. You are invited to be part of the conversation and discover actionable solutions and processes for your organization.

Key Discussion Topics Will Include:

Automation | Artificial Intelligence | Blockchain | The New Digital Environment

For more information, please email Derek.Templeton@TheFiveStar.com or call 214.525.6757.


What topics will be covered at the Five Star Fintech Summit?

The Summit will cover a few high-level areas, with content focused on their impact on the mortgage and servicing industries:

  • automation
  • artificial Intelligence
  • blockchain
  • digital environment

If you are interested in being one of our subject-matter experts, please email a bio and subject areas you are an expert in to Concierge@TheFiveStar.com.

Who Should Attend?

Attendees include mortgage technology drivers, non-endemic tech pioneer, leaders in operations, mortgage lenders and servicers, government officials, service providers, and investors.

Are you looking for additional speakers?

The Five Star is always looking for qualified experts to help direct content and lead our events. If you have either topics or a speaker you would like to recommend for the event, please email Concierge@TheFiveStar.com. Include a professional bio and subject matter in your email.

How can my company be featured at the Five Star Fintech Summit?

For more information on how to get involved and position your company as a leader in the Fintech space, contact Sponsorships@TheFiveStar.com or call 214.525.6700.

<div class="schedule-header"><!-- [et_pb_line_break_holder] --><h2 style="color:#ffffff;">Schedule of Events</h2><!-- [et_pb_line_break_holder] --><div style="margin: auto; width: 40px; height: 2px; background: #e03016; margin-top: -1.5em; margin-bottom: 20px;"> </div><!-- [et_pb_line_break_holder] --><p class="change">Subject to change</p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><div class="date-block"><!-- [et_pb_line_break_holder] --><h2>THURSDAY, MARCH 14</h2><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">8:00–9:00 a.m.</div><!-- [et_pb_line_break_holder] --><p>All Attendee Breakfast</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">9:00–9:05 a.m.</div><!-- [et_pb_line_break_holder] --><p>Opening Remarks</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Ed Delgado, President & CEO, Five Star Institute</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">9:05–9:20 a.m.</div><!-- [et_pb_line_break_holder] --><p>Digital Delivery: Meeting Consumer Expectations</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>What comes first, form or function? What factors should you consider when aiming to deliver a digital experience that satisfies consumers while also fulfilling your organization's needs?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">9:20–10:05 a.m.</div><!-- [et_pb_line_break_holder] --><p>The Future of Lending: Digital Mortgages</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>With industry stakeholders becoming increasingly focused on building user-friendly experiences, what's the next evolutionary step for the digital mortgage? What are the impacts of a consumer-driven application system?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">10:05–10:20 AM</div><!-- [et_pb_line_break_holder] --><p>Working Smarter: The Benefits of Automation</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Although much of the fintech discussion is forward-looking, there are already many automation and AI processes that could be implemented in your business today. This session will focus on the immediate benefits of automation technology.</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">10:20–10:30 AM</div><!-- [et_pb_line_break_holder] --><p>Session Break</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">10:30–11:15 AM</div><!-- [et_pb_line_break_holder] --><p>The DigiDoc Experience: A New Age of Closings</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Although the digital closing does exist in today's market, only a fraction of closings are completed online. What are the hindrances for the embrace of a digital mortgage, and what does Treasury's endorsement mean?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">11:15–12:00 PM</div><!-- [et_pb_line_break_holder] --><p>Automatic Outreach: Marketing Applications of New Tech</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Actionable intelligence and automation were created to make companies more productive with less manual effort. How can we leverage these technologies when it comes to client outreach and building a meaningful pipeline?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">12:00–12:35 PM</div><!-- [et_pb_line_break_holder] --><p>Lunch Service</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">12:35–1:00 PM</div><!-- [et_pb_line_break_holder] --><p>Afternoon Keynote Speaker</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">1:00–1:15 PM</div><!-- [et_pb_line_break_holder] --><p>Session Break</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">1:15–2:00 PM</div><!-- [et_pb_line_break_holder] --><p>Building with Blockchain: Leveraging Digital Ledger Tech</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Blockchain is one of the most popular buzzwords in technology, but the surrounding discussions are often far-reaching. This panel serves to discuss immediate applications, as well as its impact on mortgage and servicing.</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">2:00–2:30 PM</div><!-- [et_pb_line_break_holder] --><p>Better Business: Increasing Operational Transparency</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>The open, decentralized nature of blockchain technology offers unprecedented transparency for its user and is a natural extension to the regulatory topics that have been our focus for more than a decade. What does it look like to function with total transparency in mortgage and servicing?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">2:30–3:00 PM</div><!-- [et_pb_line_break_holder] --><p>The Next Frontier: Realities of a Digital Future</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>There is no doubt that a fully digital environment lies on the horizon, but what will it take to get there? What benefits can we expect as a result of this new digitally-based landscape?</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="flex-schedule"><!-- [et_pb_line_break_holder] --><div class="time">3:00 PM</div><!-- [et_pb_line_break_holder] --><p>Closing Remarks</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --><div class="sessions-desc"><!-- [et_pb_line_break_holder] --><p>Ed Delgado, President & CEO, Five Star Institute</p><!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>


<div class="img_container"><a href="#ppsShowPopUp_111"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/02/Watkins_Paul_2-JamieGrisdale.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_111"><span class="speaker_title">Keynote Speaker: Paul Watkins</span></a><br>Consumer Financial Protection Bureau<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_106"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Jim-Albertelli.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_106"><span class="speaker_title">James Albertelli</span></a><br>ALAW<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_109"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Terrell-Cassada-Headshot_W.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_109"><span class="speaker_title">Terrell Cassada</span></a><br>Loan Logics<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_107"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Brian-Faux-Morty.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_107"><span class="speaker_title">Brian Faux</span></a><br>Morty<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_100"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2018/12/Hoffman-Dedbbie.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_100"><span class="speaker_title">Debbie Hoffman</span></a><br>Symmetry Blockchain Advisors<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_100"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Justin-Kirsch.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_110"><span class="speaker_title">Justin Kirsch</span></a><br>Access Business Technologies<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_105"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Eric-Lapin-1.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_105"><span class="speaker_title">Eric Lapin</span></a><br>Old Republic<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_112"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/02/Jennifer-Mc-450.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_112"><span class="speaker_title">Jennifer D. McGuinness</span></a><br>Strategic Venture Partners<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_103"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2018/12/Linda-Odom.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_103"><span class="speaker_title">Linda Odom</span></a><br>K&L Gates<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_101"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Peter-Presland-Byrne-1.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_101"><span class="speaker_title">Peter Presland-Byrne</span></a><br>Mortgage Connect<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_104"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2018/02/RickSharga.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_104"><span class="speaker_title">Rick Sharga</span></a><br>Carrington Mortgage Holdings & Vylla<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_102"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2018/12/rocky.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_102"><span class="speaker_title">Rocky Stubbs</span></a><br>Flagstar Bank<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>
<div class="img_container"><a href="#ppsShowPopUp_108"><img class="speaker_image" src="https://fivestarfintech.com/wp-content/uploads/2019/01/Rob-Zwink.jpg" /></a><!-- [et_pb_line_break_holder] --><div class="overlay"><a href="#ppsShowPopUp_108"><span class="speaker_title">Robert Zwink</span></a><br>SafeChain Financial, Inc.<!-- [et_pb_line_break_holder] --></div><!-- [et_pb_line_break_holder] --></div>

Check Back Soon for more announcements.

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.


The Guest House at Graceland

3600 Elvis Presley Blvd., Memphis, Tennessee 38116

The Guest House at Graceland is just steps away from the music world’s most important and beloved landmark—welcoming music fans, Graceland guests, Memphis visitors, world travelers, and groups alike. A perfect blend of style and Southern hospitality, The Guest House is a whole new way to experience Memphis—the Birthplace of Rock ‘n’ Roll and Home of the Blues. A discounted room rate is available for Fintech Summit attendees.


Thank you to the visionary leaders who are helping to transform the future of mortgage and servicing
through their support of the Five Star Fintech Summit.



Mortgage Connect



Sponsorship and exhibition opportunities are still available. For more information, please contact us at
Sponsorships@TheFiveStar.com or 214.525.6700.






3:00–7:30 p.m.


5:00–7:30 p.m.

Welcome Reception

Located in the Broadway Ballroom, Prefunction Area.

March 22




7:00 a.m. – 8:00 p.m.


8:00 a.m. – 5:00 p.m.

Expo Hall Open

8:00 a.m. – 10:00 a.m.


9:00 a.m. – 9:15 a.m.


Intro For the Day

9:15 a.m. – 9:30 a.m.


Market Update and Effective Application

How can originators and servicers revamp their businesses through the use of emergent technology? From fintech’s use at the origination level to the impact cryptocurrency may have, this presentation will explore how technology can enhance origination and servicing through the use of automated underwriting and enhanced platforms to drive better payment performance and loss mitigation. Learn from our experts as they delve into the current state of the market and reveal how to implement a plan of action that won’t leave your business stuck in the past.

9:30 a.m. – 10:15 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.

10:15 a.m. – 10:30 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.

10:30 a.m. – 11:15 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?

11:15 a.m. – 12:00 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.

12:00 p.m. – 1:00 p.m.

Lunch Presentation

Harnessing The Power of Big Data

1:00 p.m. – 1:15 p.m.

Big Data & Robo-advisors

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.

1:15 p.m. – 2:00 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?

2:00 p.m. – 2:45 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.

2:45 p.m. – 3:00 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.

3:00 p.m. – 3:45 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?

3:45 p.m. – 4:30 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?