Schedule

Starbucks Nook

Grand Canyon 13

Please join us for our in-person committee meeting, where we will cover key accounting and financial management topics. Discussion will include the GAAP treatment of Recapture, Fannie Mae and Freddie Mac’s recent outreach regarding MSR stripping, updates to the MBFRF, and other timely industry issues.

Grand Canyon Foyer

Grand Canyon 11

Hear from MBA’s Chief Economist and Senior Vice President, Research and Business Development, Mike Fratantoni as he discusses the broad Economic and Mortgage Market outlook. Signature topics to be covered - MBA’s rate and originations forecast, combined with the economic and housing factors that come into play in determining this outlook.

Grand Canyon 12

Commercial real estate markets have been slowed in recent years by changes in some properties’ fundamentals, uncertainty about property values and stubbornly high interest rates compared to a couple of years ago. Yet, originations have been stronger in 2025. This session takes a deep dive into these changing dynamics and the market outlook for CRE markets as we enter 2026.

Grand Canyon 11

In this timely session, get the latest information on how mortgage companies are faring from a financial and operational perspective based on MBA’s most recent benchmarking data. We will discuss how peer groups – banks and independents; mid-size and large – compare across both the production and servicing sides of the business.

Grand Saguaro East-West

East Registration Desk

Grand Sonoran Foyer

Grand Sonoran Foyer

Grand Sonoran EF

The Financial Accounting Standards Board (FASB) has been active. In this popular session, hear directly from FASB leadership about the latest FASB pronouncements, current work projects and other issues of interest.

Grand Sonoran Foyer

Grand Sonoran AB

When the rubber hits the road, what are outside accountants and auditors seeing in today’s market as the key issues for CRE finance firms? Hear straight from industry leaders on top issues such as CECL, loan loss reserves, MSRs and more. As the industry prepares to close out 2025 and head into 2026, learn more about the latest accounting and finance issues and how auditors are applying them to the commercial/real estate finance sector.

Grand Sonoran EF

In this interactive Q&A session, experts discuss timely accounting, financial management and audit topics that impact your bottom line, and share their views on FASB, SEC, PCAOB, and AICPA agendas. This is your chance to have your questions answered on current and upcoming accounting standards updates, and audit issues and challenges. Topics include accounting for ASC Topic 326 (CECL), derivatives and hedging, provisions for repurchases and other compensatory fees, reference rate reform, leasing, and more.

Grand Sonoran Foyer

Grand Sonoran AB

This session delivers essential tax insights to help Single-Family and Commercial Real Estate mortgage banking executives strengthen their company’s tax position and make smarter financial decisions. Experts break down the key provisions of the 2025 tax legislation and analyze their implications for the industry. Attendees also gain practical year-end planning strategies—covering state tax considerations, the tax impact of remote work, and other critical factors shaping 2026 financial outcomes.

Grand Sonoran CD

This session provides advanced learning on important topics for Mortgage Accounting professionals, including hedge accounting, warehouse lending essentials reserving for repurchases, indemnifications, default-related losses, financial statement analysis, and ethics for accounting professionals.

Grand Sonoran EF

Sustaining profitability is an ongoing challenge in a mortgage market that has been muted since 2022. There are two levers to achieving profit: optimizing revenues and reducing or containing costs. This panel discusses practical strategies for optimizing gain on sale performance across origination channels and loan products. What are drivers, risks and frameworks that influence margin management? How are finance leaders rethinking how work gets done to become more efficient and contain costs?

Grand Sonoran G-K

Grand Sonoran AB

Mortgage Servicing Rights (MSRs) play a substantial role on the balance sheets of many commercial real estate firms, yet their valuation is heavily dependent on complex, assumption-driven models. This session convenes leading industry experts to unpack the key assumptions driving commercial MSR valuations and examine how shifts in those variables impact reported values. Attendees gain actionable insights into building robust and defensible support for assumptions, aligning inputs with market realities, identifying the most sensitive valuation drivers, and establishing documentation practices that stand up to audit and regulatory review.

Grand Sonoran CD

Strengthen your financial foresight with practical budgeting techniques and real-time scenario analysis to keep your planning precise and adaptable. Discover strategies to anticipate market shifts including interest rate changes, prepayment trends, and volume fluctuations, and gain clarity on the “what,” “when,” and “for whom” of effective forecasting and budgeting.

Grand Sonoran EF

Provide a review of the servicing performance year to date and update on the trends present in the MSR Market, including who is buying / who is selling. Dive into MSR key valuation assumptions and best practices in ensuring assumptions are reasonable from a market perspective but also linked in the financials. Assumptions to cover include prepayment speeds, recapture, cost to service and yield.

Grand Sonoran Foyer

Grand Sonoran EF

Artificial intelligence has moved beyond theory in mortgage finance—it’s already driving real results in targeted applications. In this session, experts explain how accounting and finance teams are leveraging AI for reconciliations, document processing, and exception detection. We’ll explore practical starting points for adoption, key factors to consider when implementing AI solutions, and what’s on the horizon as AI-powered tools continue to advance in the mortgage finance industry.

East Registration Desk

Grand Sonoran Foyer

Grand Sonoran Foyer

Grand Sonoran CD

Multifamily lenders face an evolving lending environment that demands sophisticated financial management strategies. This session focuses on financial modeling challenges and opportunities in the Agency and FHA lending space. Join us to discuss the FHA loan assignment and claims process, GSE indemnification and repurchase, and other policy changes relevant to the financial bottom-line.

Grand Sonoran EF

Don’t miss this session designed for accounting and finance professionals! Gain valuable insights into top company strategies and understand their significance in the current market. Learn best practices for CFO succession and staff development to ensure smooth leadership transitions. Discover impactful finance and accounting department strategies to boost efficiency and delve into balance sheet and profitability management techniques to optimize your company’s financial health. This is a unique opportunity to compare strategies with peers, share your insights, and enhance your professional toolkit. Your participation is welcome—join us and elevate your expertise!

Grand Sonoran Foyer

Grand Sonoran CD

What better way to close the conference than to get together with your peers to post-game the meeting, dig into topics that need a little more coverage, raise issues that weren’t discussed and hear how others are addressing your most pressing concerns. Wear your travel clothes and bring your bags.

Grand Sonoran EF

In this session, we discuss the typical skills and backgrounds of senior mortgage finance professionals, paths to advancement and recruitment, areas of greatest demand and specific credentials sought. Experts also discuss the role of remote work and how it may impact career planning and advancement. Lastly, panel delves into current market challenges and how to recruit talent and keep your best employees motivated during competitive times.