Roundtable 3 | In-Person | June 25-26, 2026
The series culminates with an exclusive in-person gathering at Alston & Bird’s Washington, D.C. office — bringing industry leaders, regulators, and legislators together around the same table to turn insight into action.
Building on the discussions from Roundtables 1 and 2, this session is designed to synthesize key findings, sharpen consensus, and develop concrete recommendations that can meaningfully shape the future of collateral valuation policy and practice in the wake of the March 13 Executive Order.
Join us for a reception on the evening of June 25, followed by a full working session on June 26. Space is limited, and attendance is by registration only.
Panelist announcements coming soon.
Cost to attend: $599 | CRN Members: $399
Shawn Telford
Shawn Telford is the Chief Valuation Officer and Head of Product for Collateral Solutions at Cotality, where he leads the company’s collateral strategy and drives innovation across all aspects of mortgage solutions. With deep expertise in valuation, risk, and technology, Shawn has been instrumental in transforming the collateral ecosystem—delivering automation, compliance solutions, data intelligence, and operational efficiency at scale.
A strategic and collaborative leader, Shawn is known for aligning cross-functional teams around long-term goals and building scalable technology platforms that support certainty, quality, and speed in mortgage lending. His work spans the full lifecycle of collateral—from data collection and valuation to risk-based review and decisioning.
Shawn is actively engaged with industry trade associations and frequent speaker and contributor. He also contributes to the broader valuation community through board service and thought leadership, advocating for modernization and consistency in appraisal and collateral practices.
He holds an MBA, an MS in Computer Information Systems, and a BS in Business Management.
Joel Baker
Joel Baker is a la mode Technologies Appraiser advocacy and training | Appraiser workflow and product solutions.
Jeff Garvin
Jeff Garvin has over 30 years or appraisal experience with 20 years at four different banks. He started his banking career at Huntington Bank and moved to Chase Bank as a regional manager for Business Banking in 2005. After working with Cushman Wakefield to develop their evaluation product, he took the Chief Appraiser position with First Horizon Bank in Memphis TN. Currently, he is the Director of Appraisal Services for Bank OZK and is responsible for the valuation functions for Consumer, Commercial and Real Estate Specialty Group lines of business. Mr. Garvin’s philosophy of utilizing risk-based valuation products has a focus on the future changes coming in the appraisal industry.
Tyler Hofmann-Reardon
Tyler Hofmann-Reardon is a Legislative Assistant for Senator Reverend Raphael Warnock. He joined the office in February 2023 after serving as a Professional Staff Member on the Senate Committee on Environment and Public Works under Chair Tom Carper. Tyler leads Senator Warnock’s housing, appropriations, transportation, water infrastructure, broadband, and disaster response policy. Though originally from Kennett Square, Pennsylvania, Tyler is the proud husband of a Georgian and enjoys visiting family in Atlanta, Vidalia, and Savannah
Rachel Robinson
Kevin Smith
Kevin Smith is a Senior Manager for Appraiser Engagement at Fannie Mae responsible for the communication of appraisal feedback to individual appraisers, regulatory agencies, and industry stakeholders. Since joining Fannie Mae in 2007, Kevin has managed teams responsible for loan quality including appraisal review, risk management, and Fannie Mae Selling Guide compliance.
Maria Berto
Maria Berto is the U.S. General Manager, Professional Services at Opteon, spearheading end-to-end delivery and growth for Opteon Appraisal and Opteon AMC across Residential, Commercial, and Alternative Products. She is responsible for building scalable, technology-enabled professional services, aligning growth strategy with operational excellence in product, turnaround time, quality, and customer experience. As a Certified Practising Valuer, Maria brings over a decade of leadership experience in the Australian and U.S. appraisal markets.
Katherine Owen
Katherine Owen serves as Senior Vice President and Chief Appraiser at Columbia Bank, providing executive oversight of the Bank’s commercial and residential valuation programs, as well as environmental procurement functions that support safe and sound lending practices. With more than 30 years of experience across a broad range of property types and market conditions, Ms. Owen has deep expertise in collateral risk management and valuation governance. Her leadership plays a key role in advancing strategic lending initiatives and strengthening the institution’s longterm risk management framework.
Pete Fontana
Peter J. Fontana has over 30 years of experience in the real estate appraisal profession, with a distinguished career spanning governmental appraisal, mass appraisal, tax appeal and litigation, and private fee practice. He previously served as an elected county assessor and as a statewide appraisal supervisor for the Montana Department of Revenue. Mr. Fontana also contributed a decade of service as a Subject Matter Expert for the Appraisal Qualifications Board and currently serves on The Appraisal Foundation’s Board of Trustees, bringing deep regulatory and policy expertise to CRN. Mr. Fontana was voted the Appraisal Buzz 2026 Appraiser of the Year by his peers in the industry.
Bryan Swartwood
James R. Park
James R. Park (Jim) is a recognized leader in real estate valuation with more than 30 years of experience in valuation standards, regulatory policy, and industry oversight. From 2009 to 2024, he served as Executive Director of the Appraisal Subcommittee (ASC) of the Federal Financial Institutions Examination Council (FFIEC), where he led a federal regulatory agency for nearly 16 years through a period of significant industry evolution.
Before his federal service, Jim held senior leadership roles including Chief Valuation Officer at Interthinx and Chief Appraiser at Aurora Loan Services, a Lehman Brothers company. His career also includes key positions at The Appraisal Foundation, PMI Mortgage Insurance Company, and Chevy Chase Bank, where he contributed to shaping appraisal policy, risk management, and lending practices.
Jim holds a Bachelor of Arts in Organizational Communications from the University of Colorado, Colorado Springs. He is a Certified General Appraiser in Virginia and a Fellow of the Royal Institution of Chartered Surveyors (FRICS), reflecting his commitment to excellence and global professional standards.
He currently serves as President of the Collateral Risk Network (CRN), an industry coalition dedicated to strengthening the integrity, transparency, and effectiveness of collateral valuation practices and regulation. Under his leadership, CRN promotes thought leadership, policy advocacy, and innovation to advance risk management and support a resilient, equitable housing finance system.
Throughout his career, Jim has been recognized for his strategic vision, collaborative leadership, and ability to bridge government, industry, and international stakeholders in advancing sound valuation policy.
Mark R. Linné
Mark R. Linné, MAI, SRA, Al-GRS, CAE, CDEI, FRICS is the developer and host of the groundbreaking webinar/podcast AI on AI: Connecting Valuation to Innovation, a monthly seminar from the Appraisal Institute that provides cutting-edge information on artificial intelligence and its impact on the valuation profession. Mr. Linné is an Adjunct Professor of Robotics and Artificial Intelligence at the Polytechnical University of Yucatan and was selected as the 2012 winner of the Valuation Visionary award by the members of the Collateral Risk Network, made up of the nation’s Chief Appraisers, GSE’s and key national stakeholders, Mr. Linné is recognized as the nation’s leading valuation futurist, as well as an author or co-author of four books, more than 50 articles; keynote speaker, presenter, expert witness, blogger; software developer/ inventor with two patents, columnist, commercial developer, instructor, course developer and serial entrepreneur.
Mark presently serves on the Education Committee and Body of Knowledge Committee for the Appraisal Institute and the Editorial Review Panel of The Appraisal Journal, and numerous other committees and panels throughout multiple organizations. Mark has twice won the Donohoe Essay Award for Valuation, and the Bernard L Bernard Award for Best Contribution to the Valuation Body of Knowledge. Mark is the founder of numerous successful appraisal, technology and venture capital firms, and is presently the Chief Executive Officer of Candescent Capital Ventures and Chrysalis Valuation Consultants, LLC.
In his spare time, he has developed a drive-thru coffee shop, a liquor store and self-storage facility in his hometown of Bailey, CO. Mark has just completed his non-fiction book “What Fresh Hell is This: The Inside Story of the Intellectual Property Theft of the Century” which is scheduled for publication in 2026, and has recently signed a film development deal for the book.
UAD 3.6 Software Providers Update – Implementation, Adoption, and the Road Ahead
Artificial Intelligence – Current and Future Trends in Collateral Risk Management
Liz Green
Liz Green is a strategist, solutions architect, speaker and valuation advocate. A recognized mortgage technology veteran in software product leadership for solutions in residential property valuation, loan origination, mortgage servicing and secondary marketing. A passionate activist for data standards, Green is helping to foster a new level of understanding in property valuation and collateral risk assessment through the application of digital intelligence.
Ms. Green has been on the forefront of applying data standards to valuation technologies since 2009 and has worked with key industry participants throughout. Liz was named an MBA Tech All Star in 2015 for her leadership in the MISMO property information and valuation sectors. In addition to her work with MISMO where she serves in multiple committees, she is the Chair of the MISMO Property and Valuation Services Community of Practice as well as the Chair of the Collateral Risk Network’s (CRN) Standards Committee. Ms. Green is the 2025 CRN Valuation Visionary.
Ms. Green currently serves as SVP, Valuation Solutions at ServiceLink, the nation’s premier provider of digital mortgage services. In this role, she is responsible for shepherding ServiceLink through the new Uniform Residential Appraisal Report (URAR) and Uniform Appraisal Dataset (UAD) 3.6 transition, as well as leveraging her expertise in mortgage technology to further promote innovation, product evolution and business development within the valuation business unit.
Ken Defeo
Executive leadership in operations in high process, customer-service, rapid changing environments with multi-site operations. Managed change well, leading teams through rapid growth, retrenchment, and mergers/integrations. Streamlining, reorganizing operations, processes, systems technology to increase efficiency and productivity, reduce processing time, increase quality, and improve customer service / fulfillment. Helped drive and support rapid growth (revenue growth). Implemented systems to ensure operations were scaleable in rapid growth and to increase efficiency to drive reductions in headcount. My goals are simple, I am looking for an opportunity to help a company strengthen its market position. I believe there is always an opportunity to improve the internal process by streamlining and using technology to increase production without increasing body count. Specialties: Notable skills from the past 5 years include; Mergers/integrations/ acquisitions with a focus on retention, expanding the company foot print without adding head count. Using technology to build a scalable work flow systems for increased fulfillment and deliverables. Maintaining P&L during retrenchment, and renegotiations contracts to reduce costs.
Fannie Mae / Freddie Mac Update – UAD 3.6 Progress, Results, and Policy Updates
Morey Barnes Yost
Morey Barnes Yost is a member of Alston & Bird’s Financial Services Group and the Consumer Financial Services Team. She advises clients on a broad range of federal and state regulatory compliance matters relating to consumer financial services, including the Dodd–Frank Wall Street Reform and Consumer Protection Act, the Truth in Lending Act and state mortgage lending, mortgage servicing, appraisal and appraisal management company (AMC) statutes. Morey also co-lead the DC office’s Pro Bono Committee.
Remington Jones
Remington Jones is Chief Executive Officer of Software for Real Estate Professionals, Inc. (SFREP), the makers of Appraise-It Pro. He works closely with SFREP’s founder and owner, R. Wayne Pugh, MAI, CCIM, FRICS, to ensure their software meets and exceeds the needs of
residential appraisers across the country.
Now in his seventeenth year with SFREP, Remington was originally hired as a tier-one technical support agent, giving him a frontline view of the challenges appraisers face in their daily work. He later transferred to the development team, taking responsibility for Appraise-It’s form library and XML conversions, then moved into a product manager role, guiding the design and implementation of new features alongside SFREP’s Director of Development. A few years on, he was appointed Director of Operations, overseeing the company’s daily affairs and processes, before stepping up to the position of CEO.
He graduated summa cum laude from Western Carolina University with a bachelor’s degree in English and computer science, and lives in the mountains of North Carolina with his wife and their beloved menagerie of pets.
Anne Olsen-Harlan
Anne Olsen-Harlan is a Certified Real Estate Appraiser with 32 years of experience in the industry. For the past 14 years, she has served as the Residential Appraisal Manager and Vice President at Washington Trust Bank. Anne is also a board member of the Appraisers’ Coalition of Washington, where she is actively involved in advocating for the profession. A lifelong learner, she is passionate about supporting fellow appraisers and helping them navigate industry changes.
Scott Reuter
Scott Reuter is the Chief Appraiser and Director of Valuation for the Single-Family Division. The valuation team at Freddie Mac leads the ongoing development and refinement of property valuation risk management strategies, underwriting products, and establishing and maintaining a credible quality assurance process across multiple lines of business support.
On-going efforts include interacting with both Sellers/clients and stakeholders across the appraisal industry to reinforce Freddie Mac’s quality standards.
Scott is a Certified General Real Estate appraiser with over 35 years of experience in valuation, appraisal and collateral risk management concerns. Prior to Freddie Mac, he held management positions with Bank of America, Goldman Sachs and GE. He was recognized in 2021 as the CRN (Collateral Risk Network) “Valuation Visionary” and was a recipient of GE’s prestigious “Americas Award” for Outstanding Contribution to the Business.
Mr. Reuter holds a B.A. from The Ohio State University and has completed the Executive Leadership program at Cornell University’s Johnson School of Business.
Freddie Mac provides liquidity, stability and affordability to the nation’s residential mortgage markets. Freddie Mac supports communities by providing mortgage capital to lenders. Today, Freddie Mac is making home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. For more information, please visit www.FreddieMac.com and follow us on Twitter @FreddieMac.
Nanci Weissgold
Nanci Weissgold advises financial institutions and financial service providers on federal and state matters relating to mortgage lending and mortgage servicing, valuation, and other consumer lending issues as part of her national regulatory compliance and enforcement practice.
Nanci is a frequent speaker and presenter at legal and industry conferences and webinars, and has published numerous articles on mortgage banking, valuation, and consumer finance related topics. Nanci is chair of the Mortgage Bankers Association’s (MBA) MORPAC political action committee, a member of the MBA Board of Directors, co-leader of MBA’s Legal Issues and Regulatory Compliance Committee, and a Fellow of the American College of Consumer Financial Services Lawyers.
She is nationally ranked by Chambers USA in Financial Services Regulation: Consumer Finance in both Compliance (since 2018) and Enforcement and Investigations (since 2024), and in 2018, she was honored by the Burton Awards as a recipient of a “Law360 Distinguished Legal Writing Award.” Nanci is also peer rated in the Martindale-Hubbell® directory as AV Preeminent®, the highest level of professional excellence.
Fannie Mae / Freddie Mac Appraisal Quality Monitoring
This session examines how the GSEs are advancing appraisal quality monitoring. Learn how data, analytics, and risk indicators are being used to enhance quality oversight while supporting consistency and transparency. Speakers will also discuss engagement with lenders and appraisers, feedback loops, and how quality monitoring insights may influence future policy and process refinements.
Recap & Preparation for Day Two
Opening Remarks
Initial Advisory Council Meeting
Real Estate Appraisal and Mortgage Originations in the Age of AI
Sean Murphy
Appraising Residential Real Estate since 1992, Sean Murphy manages the Freddie Mac team of appraisal experts in the redesign of the Uniform Residential Appraisal Report; a joint effort with Fannie Mae to update the Uniform Appraisal Dataset to reflect changes to the appraisal industry, address future appraisal needs, and facilitate ongoing digitization in the appraisal process and the mortgage industry.
Kevin Skowronski
Appraising Residential Real Estate since 1988, Kevin Skowronski is part of the Freddie Mac Collateral Policy team responsible for developing and updating the policy requirements and providing policy subject matter expertise to the team of appraisal experts engaged in the joint effort with Fannie Mae to update the Uniform Appraisal Dataset.
Dr. Li Chang
In 2015, Dr. Li Chang founded Recursion Co. in New York, a Fintech company integrating technology, finance, and big data. Since then, Li has turned Recursion into an indispensable financial data provider for Wall Street firms and government agencies. Li is frequently invited to speak on the panels of leading conferences.
Before founding Recursion, Li was a senior trader managing an ABS portfolio for the hedge fund Altum Capital Management. Before joining Altum, she traded CMBS at Paulson & Co. Li gained extensive cross-product understanding in both business and analytics/technology through her earlier experience, including working at the proprietary trading desk at Bear Stearns, running the financial engineering team of the mortgage desk at Citadel, and conducting quantitative research at Morningstar.
Li holds a PhD degree in Mathematics from University of Illinois at Chicago, and a B.Arch. from Tsinghua University. Li also serves as an Industry Expert in Residence for Gabelli Business School at Fordham University.
Lyle Radke
Lyle Radke joined Fannie Mae in 2013 and is a Principal in Collateral Risk Management. He holds a master’s degree in geology from Brigham Young University and is a certified residential appraiser in New Mexico. He frequently speaks to lenders, risk investors, and appraisers about Fannie Mae’s collateral risk management policies, programs, tools, and vision for the future. He is also responsible for Fannie Mae’s quarterly Appraiser Update newsletter.
Jake Lew
Jake Lew is the Co-Founder and CEO of Aivre, a pioneering real estate technology company leveraging artificial intelligence to modernize and streamline the appraisal process. Under his leadership, Aivre became the first GSE-verified software vendor for UAD 3.6.
Jake is also a Certified Residential Appraiser, bringing firsthand industry expertise and a deep understanding of appraisal workflows to Aivre’s product innovation.
Taylor Brown
Taylor Brown is a Senior Leader of Machine Learning at Cotality, where he leverages nearly 20 years of technical expertise to drive innovation in computer vision and deep learning. With a decade-long tenure at Cotality, Taylor has spearheaded high-impact initiatives including adding image validation to the appraisal workflows, the development of imagery models for FEMA’s flood risk assessments and the creation of in-house overhead image extraction capabilities.
His career is distinguished by a strong foundation in ML geospatial prediction and relational graph data from his time at CCRi, as well as systems optimization at Boeing. Taylor holds a Master’s in Computer Science from Columbia Engineering and a Bachelor’s in Industrial Engineering from the University of Oklahoma, and he remains a leading voice in applying advanced machine learning to the real estate and insurance sectors.
Jeff Bradford
Jeff Bradford is the founder and CEO of Bradford Technologies, the leader in the new field of Computer-Aided Appraising. He has over 26 years of experience providing appraisers with innovative software solutions and is a nationally recognized expert in computer technology and analytics. Four years ago, his company introduced the industry to statistically supported appraisals and a superior reporting format–the Collateral Valuation Report. Today, he is focused on expanding opportunities for appraisers in the valuation space. Most recently, his company introduced the industry to Computer-Aided Appraising technology which eliminates many of the manual, tedious tasks traditionally performed by an appraiser and empowers them with analysis tools to perform a more credible appraisal. One of his goals is to automate data gathering and appraisal form filling for the appraiser.
Prior to founding Bradford Technologies, Mr. Bradford worked at companies such as Apple Computer, Structural Dynamics Research and FMC Central Engineering Labs. He holds three masters degrees. One in Engineering Mechanics, Computer Science and an MBA.