September 24 - September 27, 2017

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

EWS Feedback

Thank you for hosting another inspiring event for women in our industry. Digital Risk had the right mix of networking, education, and fun. I know you devoted a tremendous amount of time, energy and money to this event and I personally am so grateful to Digital Risk for supporting women a priority.  I am honored to participate in this event. 


First, thank you so much, again, for the opportunity to be here this year.  It was tremendous!!  Huge kudos to Digital Risk!

Thank you for such a great couple of days! 

Thank you for such an incredibly special few days together in an amazing place with amazing experiences and incredible women and men.

This is my second EWS and I cherish the time to think differently and be surrounded by such diverse talent and experience. When you look at the accomplishments across the group the humility is amazing.

Thank you a million times over for everything Digital Risk gave to making our time in Sonoma so special.

All of the thanks goes to Digital Risk.  The event was terrific and I am so fortunate to have been invited to participate.  Thank you!

Thanks again for having me come to speak on Tuesday.  I very much enjoyed the conversation with the group – it’s fun to speak with such an engaged and thoughtful group of women!  I was quite impressed with the level of insight the participants brought to the discussion.  I’ve spoken with many groups about Millennials, and I have to say that the women at EWS were much more interesting to talk with than most of the other groups I’ve encountered!

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Event Agenda 2017

Sunday, September 24

1:00 – 5:00 pm  Onsite Registration
7:00 – 9:00 pm  Welcome Reception

Monday, September 25

5:00 AM – 11:30 AM Group Activity
12:45 PM – 1:00 PM Opening Remarks
1:00 PM – 2:00 PM Speaker – Marcia Davies, MBA COO, Industry Update with a focus on diversity and women in the marketplace
2:00 PM – 3:15 PM PANEL: Future of Mortgages – Adapting for Future borrowers

  • Millennials
  • Aging in Place
  • Duty to service
  • Small balance loans
3:15 PM – 3:45 PM Break Light Snack and Refreshments
3:45 PM – 5:00 PM PANEL: Innovation Mindset – what areas are ripe for change and technology and other ideas are successfully being used in other areas that are transforming their industry – have tos vs should dos
6:30 PM – 9:00 PM Keynote Speaker – Eric Orange – The Future Begins Now

While change is a constant, the real story today is about the pace of change, which is rapidly speeding up and causing major disruptions to happen faster than ever before. Erica Orange will put these changes within a broader context and discuss several emerging trends for 2017 and beyond that are revolutionizing the future. Using macro sociocultural, economic and technological trends as a catalyst, she will talk about how the major growth areas of The Metaspace Economy® will uncover both the short- and long-term future opportunities of tomorrow, and how all will transform the current landscape as we know it today. She will also equip participants with new “Thinking Technologies” so as to help them see the future more clearly and objectively.

Tuesday, September 26

8:30 AM – 9:00 AM Breakfast
9:00 AM – 9:15 AM Opening Remarks
9:15 AM – 10:15 AM Speaker – Jennifer Deal – What Millennials Want from Work
Millennials are the future of your business. How can managers and leaders of organizations better engage them to gain a competitive advantage? Millennials have been burdened with a reputation as spoiled, lazy, and entitled, but the reality behind the stereotype is far richer and more complex. Who are Millennials and what do they really want?  Jennifer Deal walks us through the misconceptions and offers new/old information on how to succeed with the Millennial generation.
10:15 AM – 11:15 AM PANEL: Developing Women Leaders – Building a more inclusive organization
11:15 AM – 12:30 PM Inspired & Unstoppable: Wildly Succeeding in Your Life’s Work!
You have the dream. You want to take it to the next level. What stops you?  Do you know, deep down in your heart of hearts, that there’s this brilliant life calling you… WAITING for you… but you just don’t know how to get there?

Tama Kieves, former Harvard-trained attorney turned visionary career/success coach, will speak on how to listen to your own radically inspired way to succeed. You don’t need “the steps” when you’re moved. With her unique brand of intelligent spirituality underscored with practicality and edgy humor, Kieves will teaches you how to become an unstoppable warrior for your life’s work and desires– and succeed like never before.

12:30 PM – 1:15 PM Wine Pairing Lunch
2:15 PM – 5:00 PM Conference Activities
3:00 PM – 5:30 PM 5 30 Minute coaching sessions available with Tama Kieves
5:45 PM – 10:00 PM Blending, Dinner & Bubble Room

Wednesday, September 27

8:00 AM – 10:00 AM Morning coffee & departure
9:00 AM – 12:00 PM 5 30 Minute coaching sessions available with Tama Kieves

2017 Speakers

Tama Kieves

Tama Kieves

Visionary Career Catalyst

Tama Kieves, an honors graduate of Harvard Law School, left her law practice with a corporate law firm to write and help others shift their mindset to achieve the extraordinary within their own lives. She is the bestselling author of This Time I Dance! Creating the Work You Love, and Inspired & Unstoppable: Wildly Succeeding in Your Life’s Work! and most recently, A Year without Fear: 365 Days of Magnificence.

Featured in national media such as USA TODAY, the Huffington Post, Success Magazine, and on ABC News and Oprah Radio, she is a sought-after speaker and visionary career/success coach, who has helped thousands world-wide to discover, launch, and thrive in the life, calling and businesses of their dreams.

Tama is on the faculty of the Omega Institute, the Kripalu Center for Yoga and Health, the Esalen Institute, and has presented at TEDx and at Canyon Ranch. She speaks and leads retreats nationally/internationally and is known for her electrifying presence, grounded compassion, dynamic sense of humor and the believable and sweeping possibilities she ignites in others.

Erica Orange

Erica Orange

Futurist & Technology Expert

Erica is Executive Vice President & Chief Operating Officer of The Future Hunters, one of the world’s leading futurist consulting firms. She evaluates emerging social, technological, economic, political, demographic and environmental trends – and identifies the strategic implications (the “So what?”) of those trends for several of the most influential Fortune 500 companies, trade associations and public sector clients. Erica’s ability to identify patterns, think critically and analytically, and translate that into actionable strategies is what has made her an invaluable asset to clients.

Erica frequently speaks to a wide range of audiences about global trends that are shaping the landscape today. She has also authored numerous articles, book chapters, and industry white papers on cutting-edge, future-focused topics. A frequent columnist and blogger, Erica is recognized in the industry as having a unique, innovative and fresh perspective.

Erica currently serves as a Board member on the Career Advisory Board presented by DeVry University, and sits on the Advisory Board of the Young Luxury Marketers’ Council. She was also chosen as one of the first Susan Schiffer Stautberg Leadership Foundation Fellows, and for four years served as Chair of the Adjunct Board of Directors for ThinkQuest NYC, an organization that brought technology to underserved New York City students.

Jennifer J. Deal

Jennifer J. Deal

Senior Research Scientist, Center for Creative Leadership

Jennifer Deal is a Senior Research Scientist at the Center for Creative Leadership (CCL©) in San Diego, California, an Affiliated Research Scientist at the Center for Effective Organizations at the University of Southern California, and a contributor to The Wall Street Journal’s “Experts” panel on leadership. Her work focuses on global leadership and generational differences, and has been featured in such media outlets as the Harvard Business Review, The Economist, New York Times, Wall Street Journal, The Guardian, strategy+business, Forbes, Fortune, South China Morning Post, Globe and Mail, and many other news outlets.

She is the manager of CCL’s World Leadership Survey and the Emerging Leaders research project. In 2002 Jennifer co-authored Success for the New Global Manager (Jossey-Bass/Wiley Publishers), and has published articles on generational issues, the always-on work environment, the strategic use of information in negotiation, executive selection, cultural adaptability, global management, and women in management. Her second book Retiring the Generation Gap was published in 2007 (Jossey-Bass/Wiley Publishers).

An internationally recognized expert on generational differences, she has spoken on the topic on six continents (North and South America, Europe, Asia, Africa, and Australia). Her third book, co-authored with Alec Levenson, is entitled What Millennials Want from Work and focuses on who Millennials are, what they want, and why it matters (2016, McGraw-Hill).

She holds a B.A. from Haverford College and an M.A. and Ph.D. in industrial/organizational psychology with a specialty in political psychology from The Ohio State University.

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.


Fairmont Sonoma Mission Inn & Spa

100 Boyes Blvd
Sonoma CA 95476

The Fairmont Sonoma Mission Inn & Spa

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