Speaking Engagements

Heidi Wier, managing director, presented HMDA – The Recent Finalized Amendments. The Forum was held October 31, November 1 and November 2 at different locations in Wisconsin.

Heidi Wier, managing director, and Jim Treacy, director, taught a class on Reg Z and TRID, and Heidi also taught a class on HMDA, at the WBA’s Real Estate Compliance School on September 27th and 28th at the Wintergreen Resort & Conference Center in the Wisconsin Dells. This school was designed to provide attendees with a strong foundation on federal and state real estate lending laws.

On Sunday September 17th at the MBA’s Regulatory Compliance Conference, Monika McCarthy, managing director & general counsel, spoke, along with H. Burton Embry, executive vice president & chief compliance officer, Primary Residential Mortgage, Inc. in a session titled “Compliance Essentials/CMCP: Common Help Desk and Operational Questions for Compliance Officers.” This interactive session provided participants an opportunity to solve compliance problems and identify the tools and methods for solutions.

Jim Treacy, director, presented Final TRID and Mortgage Servicing Clarifications on Friday, September 8th at the NICA workshop. Jim “clarified” the clarifications and technical amendments on the final TRID rule issued by the CFPB July 7th. He also discussed the impact of the final rules issued by the CFPB on August 4, 2016 amending certain mortgage servicing rules.

Jim Shankle, managing director in the Regulatory Compliance and Internal Audit practices, spoke on the servicing compliance panel at this conference which took place August 6-8th in San Diego, CA. Servicing related articles can be found in the Related Resources section of Regulatory Compliance.