September 28 - October 1, 2016

An intoxicating blend of speakers, interactive
sessions and networking opportunities

Digital risk invites you to join a select group of female executives to experience an exciting and educational retreat in the rolling vineyards and lush farmlands of the Sonoma Valley. We plan to network, dine, and enjoy each other’s company in the beautiful Northern California wine country!

Digital Risk knows well the substantial impact businesswomen can have on their companies and on the industry as a whole. The Women’s Executive Summit, by design, brings together business women leaders in the mortgage finance and capital markets industry to discuss relevant industry, professional growth, and personal topics, network, and enjoy the venue and conference activities.

*One night registration fee to hold your place

While we are still working on the details, expect to enjoy activities such as:

• Sessions on Industry Topics
• Sessions on Lifestyle Topics
• Yoga and fitness classes
• Great wine and touring wineries
• Dinners featuring local food
• Enough free time for meetings and rest too

  • Regular
  • Government
  • Government on Panel

Presentations from 2015

Click to download the presentations.

Marcia Davies Sewing the Seeds of Creativity

Marianne Cooper, PhD Break the Glass

GRC Don’t Let Your Business Get Corked

EWS Photos

EWS on Instagram

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Fairmont Sonoma Mission Inn & Spa

100 Boyes Blvd
Sonoma CA 95476

The Fairmont Sonoma Mission Inn & Spa

Sonoma Countdown!


Event Agenda 2016

Wednesday, September 28

1:00 – 5:00 pm  Registration
6:30 – 10:30 pm  Welcome Reception

Thursday, September 29

7:00 – 7:50 am Morning Activity
8:30 – 9:30 am Breakfast
9:30 – 9:40 am Opening Remarks
9:40 – 10:25 am Session #1 – Marcia Davies, COO MBA

“Industry Update – The Market, Politics, Our Future, and the Role of Women”

10:25 – 11:15 am Session #2 – Dr. Tracy Wilen

“The Future of Work, Skills, Leadership and Careers in a Digital World”

11:15 – 11:30 am Break
11:30 – 12:15 am Session #3 – Panel

Leadership—Moderated by Dr. Tracey Wilen – Persuasion and Negotiation Getting the outcome you want—in pay, perks…or a regulation

12:15 – 1:30 pm Lunch
2:00 pm – 4:30 pm Afternoon Break
6:30 – 9:30 pm Dinner & Keynote – Ruth Sherman
Ruth Sherman works with top CEOs, Celebrities and Small Business Entrepreneurs to help them become charismatic speakers, presenters and video and media darlings. Ruth has worked with some of the world’s largest and most prestigious companies, top CEOs, movie stars and international celebrities. Four of her clients have won Oscars and one, the Pulitzer Prize! Her many film projects include “Dallas Buyers Club,” “Insidious: Chapter 3” (her first horror film) and the recently opened “Suffragette” and “Trumbo.”

Friday, September 30

7:00 – 7:50 am Morning Activity
8:30 – 9:00 am Breakfast
9:00 – 9:15 am Opening Remarks
9:15 – 10:00 am Session #1 – Speaker – Angela Chee

“Breaking Through Barriers and Building A Legacy”

10:00 – 10:45 am Session #2 – Panel

FinTech: Going Digital/Mobile Examination of what the industry is doing to keep pace in a mobile world, with rate searches, origination applications and other features mobile users want

10:45 – 11:00 pm Break
11:00 – 11:45 pm Session #3 – Global Risks and Opportunities: The New World View

This panel will look at the ever increasing costs and complexities of doing business in a global world and how banks and regulated institutions have to keep up.  What’s worth doing and what is not.

11:45- 12:45 pm Lunch
1:00 pm – 9:00 pm Afternoon Activity & Offsite Dinner

Saturday, October 1

7:00 – 8:00 am Morning Yoga
8:30 – 9:00 am Morning coffee and snacks
9:00 – 10:00 am Farewell Session
Wrap up and review of past two days and conference awards presentation



Marcia Davies

Marcia Davies

COO, Mortgage Bankers Association

Marcia Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA).

As COO, Marcia is responsible for ensuring cross organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining key oversight of projects that are organizational priorities. She is also the lead strategist for MBA’s external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA’s conferences and operational departments including Information Technology, Education, Office Services and Membership Operations.

Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD’s industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues.

Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions including Vice President of Strategy, Customer Outreach and Marketing; Vice President of Servicer Relations and Policy; and Vice President of Customer Outreach and Eligibility.

Marcia also provides management oversight to and is a Board member of MBA’s Opens Doors Foundation. In 2015, she was honored by HousingWire as one of its 2015 Women of Influence. Marcia is a graduate of the Katharine Gibbs School in Montclair, N.J.



Consultant, communications expert, commentator, author, and speaker

Ruth Sherman is a well-known consultant, communications expert, commentator, author, and speaker. Known as the “Speech Coach to the Stars,” Ruth works with CEOs, celebrities and public figures looking to have a greater impact on stage, on-camera, and in the media. Five of her clients have won Oscars and one the Pulitzer Prize.

An expert in presidential and political communication, she’s widely quoted in the press including The New York Times, The Washington Post, USA Today, TIME, ABC, CBS, MSNBC, CNBC, and FOX, among many others. Ruth contends the best communicator and connector always wins, and states unequivocally that this principle is also true in business.

With formal training as a musician, a background as a commercial singer and announcer, as well as holding a masters degree in speech and interpersonal communication from New York University, where she taught in their school of education for several years, Ruth’s combined expertise creates a unique foundation and approach to communication. She blends her academic training and professional insights, bringing her clients a wealth of experience and an appreciation of their specific circumstances and objectives.

Ruth’s mission is to empower her clients and audiences to stop being the world’s best-kept secrets. Her passion is ensuring women make it to the top ranks.

Angela Chee

Angela Chee

Media Strategist, On-camera Coach, TV Host, and Speaker

A former TV news anchor/reporter, she is now on a mission to help others find their voice, master their message and share their vision with the world. She helps people speak up and step into the spotlight—so they can break through their internal barriers and realize they can be and do more than they ever thought possible. Angela has worked in top TV markets from KCBS/KCAL-TV and KNBC-TV in Los Angeles to Fox 6 and KNSD in San Diego. She has hosted shows for networks like E! Entertainment, HGTV (Home and Garden Television), Channel One News and helped launch Entertainment Tonight China. Angela is also founder of The Zen Mom, an inspirational and informative website for moms. She has appeared as an expert on a variety of local and national shows including The Today Show, The List, Right This Minute and more. She has also made appearances in the film Blades of Glory and the TV shows No Ordinary Family, Heroes, Shark, Medium, and Boston Legal.

Tracey Wilen

Tracey Wilen

Speaker & Expert

Dr. Tracey Wilen is a prominent thought leader and speaker on the impact of technology on society, work, and careers. A former visiting scholar at Stanford University, she has held leadership positions at Apple, HP, and Cisco Systems. She was an adjunct professor for Bay area colleges teaching classes in business, technology and women’s workforce topics.

Dr. Wilen has authored 11 books, including her most recent book, Employed for Life, 21st. Century Career Trends (2014), Women Lead: Career Perspectives from Workplace Leaders (2013) and Society 3.0: How Technology Is Reshaping Education, Work, and Society (2012).

She has appeared on CNN, Fox, and CBS News, and in the Wall Street Journal, the Chicago Tribune, Forbes, the Los Angeles Times, and USA Today. She frequently contributes to the Huffington Post and LinkedIn, and is a regular guest on radio and TV shows across the US as an expert contributor.

Dr. Wilen is a global speaker on the impact of technology on work, careers, and women’s leadership.

Dr. Wilen was named San Francisco Woman of the Year and honored by the San Francisco Business Times as the most Influential Woman in Bay Area Business.

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