Main Stage
Ongoing Leadership Forums at HI Expo
Updated regularly. Schedule subject to change.
AI Culture
Capital Markets
Lending
Servicing
Valuation
Settlement
Policy & Compliance
Legal
Insurance
Property Management
Sunday
7:00 p.m.
Opening Night Industry Social
Monday
8:30-9:00 a.m.
Adopt or Perish: Build Your AI Culture Now, or Suffer the Consequences
Explore why businesses lagging in AI, data integration, and process innovation risk obsolescence, with actionable strategies to stay competitive and compliant.
Speakers:
John D. Wood, Attorney & Author, The Humachine: Humankind, Machines, and the Future of Enterprise
Jarred Kessler, Executive, Lead Strategist, Momentum Advisors
Dain Ehring, Advisor, Author, Founding Partner, Dain Allen LLC
AI Culture
9:00-9:40 a.m.
Implementing AI: From Fear to Foundational Workflows
Move beyond AI apprehension—learn how to integrate intelligent systems into core workflows, reduce risk, and drive measurable operational and financial impact.
Speakers:
Marvin Chang, Chief Revenue Officer, GreenLyne; Executive in Residence - FinTech, Duke University
AI Culture
9:40-10:20 a.m.
The AI Lending Mindset: From Culture to Credit
Explore how AI is reshaping borrower profiling, underwriting, and risk, while leadership drives adoption through an AI-ready culture and smarter workflows.
- The Fast Track to a Lasting Impact
AI isn’t foolproof, but neither are people; learn how to adapt AI to existing platforms for improving profiling, accelerate approvals, reduce risk, and improve credit access. - Leading Teams Through Transformation
Learn how to foster an AI-ready culture, align leadership, and prepare employees to integrate intelligent workflows into everyday decision-making.
Moderator:
Jeremy Potter, Founder, Next Belt Strategies
Speakers:
Greg Schatz, National Sales Director, Allied Mortgage Group
Lending
10:20-10:55 a.m.
Smart Servicing: AI-Enhanced MSR Performance
From retention modeling to delinquency forecasting, AI is boosting servicing values and lowering costs. Learn how smarter analytics are driving stronger yields on MSR portfolios.
Capital Markets
Servicing
11:00-11:30 a.m.
Going to Extremes: Insurance, AI, & An Affordability Crisis
Converging pressures are hitting the industry unlike anything we've seen before. Toni Moss tackles what’s next, and proactive pathways for leaders in tomorrow's market.
Speaker:
Toni Moss, Founder & CEO, Americatalyst
12:00-1:00 p.m.
LUNCH BREAK
1:00-2:00 p.m.
The Un-Affordable Housing Crisis: Tackling the Troubling Truth & Paths Forward
Expert economists will discuss and debate key affordability metrics and factors, such as the FHFA House Price Index (HPI), geographic factors, immigration, migration, employment, and construction trends.
SESSIONS
- A National Crisis: In Search of Local Solutions
Inventory shortages, market volatility, and uneven regional dynamics are reshaping affordability. This session explores how national policy collides with local realities in shaping housing access. - Supply-Side Stresses
Labor, land, zoning, and material costs continue to choke housing supply. Experts tackle the structural gridlocks, macroeconomic pressures, and policy reforms needed to meaningfully boost inventory. - Demand-Side Divisions
Inflation, credit tightening, and interest rate fears challenge buyers, while new tools like FinTech platforms and down-payment assistance attempt to fill gaps. Leaders assess sentiment, policy, and the real path forward. - The Capital Markets Lens: An Invested Interest in a Now Uncertain Market
From green bonds to underserved markets, capital is shifting under political and economic pressure. This panel examines how investors and policymakers will redefine affordability in a “no-refi” world.
Moderator:
Danny Gardner, Senior Advisor, Housing Intelligence; Former SVP, Mission & Community Engagement, Freddie Mac
Speakers:
Marvin Chang, Chief Revenue Officer, GreenLyne; Executive in Residence - FinTech, Duke University
Skye Laudari, Co-Founder & CEO, Crib Equity
Capital Markets
Policy & Compliance
Lending
2:00-2:30 p.m.
New Regulations, Lower Rates, & New Market Realities: How Aggressive Fed Stance Could Reset Housing
Learn how federal rate cuts, new leadership, and a possible national housing crisis could dramatically shift affordability and market activity. Hear what these changes mean on the ground for investors, lenders, and agents—and how to position now for a rise in affordability, originations, and demand.
Moderator:
Louis Amaya, CEO, Pemco Capital
Capital Markets
Policy & Compliance
Lending
2:30-3:00 p.m.
Predictive Prognosis: Risks, Returns, & Regulation
Predictive analytics and behavioral modeling guide capital deployment, risk management, and regulatory compliance in housing markets, helping investors and lenders anticipate the next cycle.
Speaker:
Cris Kimbrough, PhD, PMP, President, SKBM Smart Tech
Jonathan Lonsdale, CEO & Co-founder, Ender
Lending
Policy & Compliance
Capital Markets
3:00-4:00 p.m.
The Present & Future of Trust: AI, Compliance & Data in Housing
SESSIONS
- Risks and Opportunities in Servicing Innovations
From reducing bias in models to preparing for open banking and modernizing servicing, leaders in tech, compliance, housing finance, and AI explore how innovation is fundamentally reshaping the housing industry. - The ROI of AI in Housing Analytics
From cutting costs to reducing bias, breaking down how lenders and servicers can evaluate AI adoption through real-world use cases, clear ROI metrics, and smarter use of consumer-permissioned data. - Compliance and Capital in the Age of Open Banking
Explore how looming regulations, open banking, and tokenized assets will reshape compliance and capital markets—unpacking what lenders need to do now to stay ahead without adding friction. - Servicing Transformed by Analytics
Dive into the operational shifts analytics can unlock, from default management to borrower experience, and what cultural, regulatory, and technical changes are required to realize that value. - Global Lessons in Responsible AI
Expert, insider insights on how housing can accelerate AI adoption responsibly—covering governance, bias mitigation, and the role of regulators in setting practical standards.
Moderator:
Eric Lapin, Managing Partner, FinFusion Consulting
Panelists:
Shawnna Hoffman, Chair of the Board, Armored Quantum
John Levonick, Partner, Garris Horn, LLP
Rob Poulton, Co-Founder, Azulio.ai
Courtney Thompson, Head of Servicing, CMGI
Capital Markets
Servicing
Policy & Compliance
4:00-4:45 p.m.
The Radical New Business Models: Unlocking AI and Blockchain in Housing Finance
Shaped by shifts in technology and economics, and concerns in climate and debt. It’s time to radically rethink how AI, blockchain, and bold new models can make homeownership more affordable, accessible, and sustainable.
Moderator:
Erwin A. Godoy, Executive Strategist & Innovator, Exponential Scout
Panelists:
Dylan Hall, CEO & Co-Founder, Safe Rate
Adam Kalamchi, Founder, Elephant
Frank Rohde, Founder & CEO, Ownify
4:45-6:00 p.m.
Networking Cocktail Hour @ Uplink
8:00 p.m.
HI Expo ‘The Market After Dark’ Conference-Wide Party
Tuesday
8:30-9:00 a.m.
Audit, Outsource, & Elevate: Tech-Driven HR Processes
Explores how AI Agents leverage smart audits and global outsourcing to streamline payroll, benefits, and compliance, helping housing finance employers reduce costs, mitigate risks, and scale HR operations with confidence. Powered by Vensure Employer Solutions
Capital Markets
9:00-9:30 a.m.
Rewriting the Rules: Valuation within Volatility
From title defects and fractured ownership to AI-driven AVMs, today’s valuation landscape is a minefield. Explore how courts, servicers, and valuation professionals navigate overlapping risks, evolving tech, and regulatory pressures to preserve accuracy, compliance, and marketability.
Speakers:
Michael Brunson, CEO, Validox.Red
Austin Christensen, Chief Compliance Officer, Validox
Legal
Policy & Compliance
Settlement
Valuation
9:30-10:15 a.m.
Servicing Transformed by Analytics
This session delves into how analytics can revolutionize servicing operations, from default management to borrower experience.
Lending
Servicing
Valuation
10:15 - 10:45 a.m.
The Human Equation of AI in Housing: Adapting to Redefined Roles
As AI transforms valuations, lending, and servicing, what role will agents play in tomorrow’s housing market? Explore how technology reshapes responsibilities, relationships, and relevance—and where human expertise still holds the competitive edge.
Capital Markets
Insurance
Policy & Compliance
10:45-11:15 a.m.
Empowered Preservation at Scale
AI-enhanced property management and compliance workflows optimize inspections, maintenance, and vendor coordination, protecting investor value while scaling operational efficiency.
Moderator:
Josh Jensen, Co-Founder, Inspectify
Servicing
Property Management
11:30 a.m.
Closing Remarks
A final expert look ahead into what the next half-decade may hold in housing finance.