Artificial Intelligence – Promise and Peril for Mortgage Lending

September 21-22, 2023

Arlington, VA

Register HERE


Artificial Intelligence (AI) will fundamentally change the way we do business. But what exactly is AI, and what are these new tools like ChatGPT? What opportunities does AI present for lending? What are the risks to lenders, investors and consumers and how can the risks be properly identified and managed?

This AI Forum, co-hosted by MISMO and MBA will bring together experts and leaders in AI as well as mortgage professionals and government officials to discuss opportunities, risks and legislative/regulatory interests in this fast-developing area. Discussions will address AI use cases and will be accompanied by demonstrations of early-stage products.

Program Schedule: 

AI Forum panels and discussions will focus on the following topical areas.

  1. The Art of the Possible
    • Artificial Intelligence offers the possibility of profound change for society and financial services.  The possibilities seem endless.  Our Forum will include discussions and demonstrations of the possibilities that might affect the mortgage industry.
  2. Understanding Artificial Intelligence – Past, Present & Future
    • Although some believe AI was first implemented in 2022, it has existed for decades.  Even the mortgage industry has utilized AI since at least the 1990s.  Our Forum will discuss the evolution of AI within and outside the mortgage industry while highlighting important distinctions with newer forms such as generative AI.
  3. Responsible AI
    • The enormous potential of AI may only be exceeded by the fears many have regarding its capabilities.  There are risks with the adoption of AI, and the newer forms introduce additional risks.  Our Forum will discuss the operational and legal risks with AI within the mortgage industry.
  4. Managing Risk
    • Identifying, understanding, mitigating and monitoring AI risk is different from managing other risks.  Our Forum will include discussions on available frameworks and controls necessary to protect your company and customers.
  5. Getting Started
    • The most frequent questions regarding AI seem to revolve around where to start and how to do it.  Our Forum will feature advice from experts to help you begin, or accelerate, your company’s AI journey.
  6. What Comes Next?
    1. Our event will conclude with a series of conversations on Artificial Intelligence activities for the mortgage industry.

Additional information including the detailed agenda will be provided when available.

Thursday, September 21, 2023 (5-7pm): MBA and MISMO Reception and Networking Event 


Amazon HQ2
510 14th St S
Arlington, VA 22202

Friday, September 22, 2023 (8:30 AM - 3:30 PM ET): Artificial Intelligence – Promise and Peril for Mortgage Lending 

Registration Rates:

MISMO/MBA Member - $450 by September 1st, $500 after
Non-Member - $900 by September 1st, $1000 after

See info on special discounts, below.


Residence Inn
2850 South Potomac Avenue
Arlington, VA 22202


  • Tom Clerici, Chief Technology Officer, Freedom Mortgage
  • David Coleman, President, MISMO
  • John Hedlund, Chief Operating Officer, AmeriHome Mortgage Company
  • Rick Hill, Vice President of Industry Technology, MBA
  • Martin Kaestner, Partner & Advisor, Digital Lighthouse at KPMG LLP
  • Zac Maufe, Head of Regulated Industries, Google Cloud
  • Bill Packer, Chief Operating Officer, Longbridge Financial LLC
  • Kim Phan, Partner Privacy & Data Security, Toutman Pepper
  • Tim Persons, Principal Digital Assurance and Transparency of US Trust Solutions, PwC
  • Scott Reed, Solutions Engineer, Snowflake
  • Brian Stucky, Team Lead, Rocket Ethical AI
  • To Be Announced – Amazon Web Services
  • To Be Announced – National Institute of Standards and Technology (NIST)

Hotel Registration Information:

We recommend you wait until after you receive our registration confirmation email before you make any travel arrangements. MISMO and MBA assume no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties, or other incidental costs that a registrant might incur. To review all of MBA Education policies, please click here.

Special Discounts:

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Education Advantage Premium subscribers can get one complimentary seat to this summit. Please contact Shawn McGory for more information or to learn more about Education Advantage!

MISMO Fall Summit attendees get access to this summit for $250. Please contact [email protected] to get the special promotional code.  MISMO Members will receive MBA member prices. This pricing will apply when you click above and log in.  

Certified Mortgage Banker (CMB) designees get access to this summit for $200. Please contact Amanda Haywood to get the the special promoitional code. 


Effective May 11, 2023, the White House and federal Centers For Disease Control (CDC) officially ended the COVID-19 public health emergency. Proof of minimally required COVID-19 vaccination is no longer part of the registration process. While the health emergency is over, the MBA will continue monitoring developments and supporting attendees’ choices to protect themselves, including wearing masks at MBA-sponsored events. Please be respectful of other attendees and their decisions to take preventative measures.

By registering for this event, you also have agreed that you will at all times during this event abide by the MBA EVENT CODE OF CONDUCT. You should familiarize yourself with this policy before attending the event as violations of the MBA EVENT CODE OF CONDUT may result in removal from or denial of access to the MBA sponsored event without a refund of registration fees, or disqualification from attendance at future MBA events.