Legal Issues and Regulatory Compliance Conference 2026

Joshua Weinberg, CMCP

President at Firstline Compliance, LLC

Julie K. Kind

Director, Program Development at Mortgage Bankers Association

Julie Kind is the Director of Program Management, overseeing the development of compelling content for a variety of MBA’s member conferences. Before joining MBA, she was the Director of Marketing and Customer Outreach for Freddie Mac’s Single-Family division where she managed a large portfolio of conferences, advisory groups, committee meetings, and outreach and educational forums for 1200+ depositories, credit unions and independent mortgage banks. Kind’s prior experience also includes serving as the Vice President of Client Services for Paladin Life Care, an advocacy and life care consulting company serving a diverse, at-risk client base with financial management, housing, emotional stability, living conditions and health crisis remediation.

Justin Wiseman

Vice President, Managing Regulatory Counsel at Mortgage Bankers Association

Justin Wiseman is Vice President and Managing Regulatory Counsel in the Public Policy and Industry Relations department at the Mortgage Bankers Association. Justin manages MBA’s Regulatory Policy team that covers legal issues, trends in litigation, regulatory compliance matters, and servicing as well as provides strategic direction to advance MBA member priorities on regulatory and legal matters. This team also analyzes pending rules and legislation, provides comments on behalf of MBA members on pending rules or regulations and helps develops MBA’s posture towards innovation and innovation policy. Prior to this, he staffed MBA’s Loan Administration committee, providing policy development insights and working with stakeholders to advocate on behalf of the industry.

Lance Morley

Deputy General Counsel at LendingTree

Lance Morley is Deputy General Counsel at LendingTree in Charlotte, North Carolina. He joined the company in 2020 and is responsible for licensing oversight, providing product and regulatory guidance, and advising on cybersecurity and artificial intelligence matters. Prior to joining LendingTree, Morley worked as both a litigator and an in-house attorney in the financial services industry. He is an active participant in the Mortgage Bankers Association (MBA), including serving on the Legal Issues and Regulatory Compliance Committee. Lance earned his B.S. from the University of Florida, J.D. from Florida A&M University College of Law, and his LL.M. from The George Washington University Law School.

Laura C. Baucus

Member at Dykema Gossett PLLC

Michael Hollerich

Chief Compliance Officer

Michael O'Connor

EVP, General Counsel, Legal Department at LoanCare

Michael O’Connor is Executive Vice President/General Counsel. He leads a team of legal and regulatory specialists across all functions at LoanCare. His experience in Legal, Operations, Regulatory and Legislative issues guides executives in an ever-changing landscape. Previously, Michael was Chief Legal Counsel of Mortgage for PNC Bank and BBVA Compass Bank, covering a variety of issues. During his 22 years in private practice, Michael advised most of the major mortgage lenders in the Southeastern United States. He served as General Counsel to the Mortgage Bankers of Alabama for over 20 years and has been active in the Mortgage Bankers of America since 1989. Michael earned his Juris Doctorate from the University of Alabama, as well an undergraduate degree in Labor Relations.

Michelle A. Mierzwa

Partner at Wright, Finlay & Zak, LLP

Michelle A. Mierzwa is a Compliance Partner at Wright, Finlay & Zak LLP, a Western Regional law firm in Arizona, California, Nevada, Oregon, Washington and Utah, providing the mortgage industry with state and federal compliance and regulatory counsel. Over 24 years in practice, she resolved litigation through trials and appellate practice, headed legal for a multi-state non-judicial foreclosure trustee, coordinated compliance audits, and managed the California branch of a national law firm.

Monika L. McCarthy

Managing Director & General Counsel at CrossCheck Compliance LLC

Patti Dietz

Chief Risk and Legal Officer at Lennar Mortgage

Patti Dietz has served as Lennar Mortgage's Chief Risk & Legal Officer since Lennar Corporation (NYSE: LEN) acquired CalAtlantic Homes (formerly NYSE: CAA) in February 2018. Prior to the acquisition, Dietz served as Associate General Counsel of Financial Services for CalAtlantic Homes. She was General Counsel & Chief Compliance Officer for American Residential Properties, Inc. (formerly NYSE: ARPI) prior to its merger with American Homes 4 Rent (NYSE: AMH). Dietz also held legal and compliance roles with increasing responsibility at GE Capital (formerly part of NYSE: GE) and Fidelity National Information Services (NYSE: FIS). She started her legal career in 1999 at Greenberg Traurig, LLP, as part of its Financial Institutions practice group.

Peter Carroll

EVP, Public Policy and Industry Relations at Cotality

Pete Carroll is EVP, Public Policy and Industry Relations with CoreLogic. Pete’s team drives enterprise strategic initiatives for CoreLogic, oversees industry engagement programs, leads enterprise positions on legislative, regulatory, and business policy developments, and expands opportunities for CoreLogic’s thought leadership and solutions expertise across the housing ecosystem. Pete was Executive Vice President at Rocket Mortgage where he led the development of Rocket Mortgage’s positions on a broad spectrum of public and counterparty policy issues. Earlier, he was Senior Vice President, Capital Markets, at Wells Fargo Home Mortgage and was the Assistant Director (Head), Office of Mortgage Markets, at the Consumer Financial Protection Bureau (CFPB), where he co-led the teams responsible for the original Dodd-Frank Act (DFA) mortgage rulemakings.

R. Colgate Selden

Partner at SeldenLindeke LLP

Robert R. Maddox, CMB, AMP

Partner at Bradley

Robert represents financial institutions and mortgage companies across the United States. He has handled matters both at the pre-litigation and initial complaint filing phase as well as being employed during discovery, to depose expert witnesses and at the pre-trial phase to assist the current counsel. On the compliance side, Robert has worked with both legal and business managers for multiple clients to draft and outline procedures in response to pending or new legislation. Robert is a regular speaker at national industry conferences. He is Faculty Fellow with MBA’s School of Mortgage Banking. Robert is an Instructor in Residence at the Cumberland School of Law and an adjunct professor at Auburn University.

Sasha Leonhardt

Partner at Orrick, Herrington & Sutcliffe, LLP

Sasha Leonhardt, Partner at Orrick, represents financial services industry clients in a wide range of enforcement, litigation, and regulatory matters. He has assisted clients in resolving government investigations and enforcement actions before several federal and state agencies, including the United States Department of Justice (DOJ), the Consumer Financial Protection Bureau (CFPB), the Office of the Comptroller of the Currency (OCC), the Federal Deposit Insurance Corporation (FDIC), and state financial regulators and attorneys general. Leonhardt also has substantial experience advising clients on the Servicemembers Civil Relief Act (SCRA), Military Lending Act (MLA), Consumer Financial Protection Act (CFPA), Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA), and Fair Debt Collection Practices Act (FDCPA). He advises companies, non-profits, and industry associations with consumer privacy issues arising from the Gramm-Leach-Bliley Act (GLBA) and Regulation P, the Fair Credit Reporting Act (FCRA), and its Affiliate Marketing Rule, as well as state and federal laws that address data privacy and information security.

Simon A. Fleischmann

Partner at Troutman Pepper Locke

Stephanie Mulcahy

Partner at Hinshaw & Culbertson LLP

Thomas E. Spahn

Counsel at McGuireWoods LLP

Thomas Spahn practices as a commercial litigator with McGuireWoods in Tysons Corner, Virginia. He was selected as the 2013 metro-Washington DC "Lawyer of the Year" for "Bet the Company Litigation" by The Best Lawyers in America (Woodward/White, Inc.). In 2018, Virginia Lawyers Weekly selected him for inclusion in the inaugural Virginia Lawyers Hall of Fame. Spahn has served on the ABA Standing Committee on Ethics and Professional Responsibility, and is a Member of the American Law Institute and a Fellow of the American Bar Foundation. He has spoken at over 1,800 CLE programs throughout the U.S. and in several foreign countries. Through links in his website bio, he has made his summaries of over 1,600 Virginia and ABA legal ethics opinions available to the public.

Tobias P. Moon

Partner at Chapman and Cutler

Tobias Moon, Partner at Chapman and Cutler, counsels financial services companies on commercial lending, regulatory, compliance, and product innovation issues. He advises depository institutions on building, reviewing, and auditing compliance management systems.

Wendy Lee

Managing Partner at LOGS Legal Group

Wendy Lee is the Managing Partner of LOGS Legal Group. Prior to LOGS, Wendy was the Chair of AMLAW 200 Firm Buchalter's Fintech and AI practice group. She's also served in in house roles as EVP and Chief Legal Officer of Sagent and as FVP and AGC at Washington Mutual Bank.