Schedule

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Monday, November 13, 2017

  • Read more Read less

    Discounts:

    MBA Diversity and Inclusion scholarship opportunities are available for this offering. 
    Companies sending multiple attendees are eligible for a discount.
    Attendees registering for both this workshop and the AFM17 conference can receive $100!

    Please call (800)-793-6222 or email education@mba.org to obtain either discount and register.

    Summary:

    Join MBA Education and industry experts for a 3 hour crash course on the fundamentals of mortgage accounting. This workshop will be geared towards people new to accounting roles or people who want to gain a better understanding of the latest in mortgage accounting principles.

    The first half of this workshop will be an overview of the concepts that every accountant, financial analyst, or auditor should know to be successful in their roles. The second half of the workshop will be more of an open forum where panelists will respond to areas of concern or difficulty from the audience. With recent changes to accounting rules and evolving regulatory requirements, this will be a great opportunity to get your questions answered and hear what challenges your colleagues are encountering.

    Objectives:
    Attendees should expect to:Gain foundational understanding of mortgage accounting conceptsLearn how accounting fits in the mortgage loan life cycleHear an overview of the current regulatory environment and how current regulations impact mortgage accountingUnderstand what the pain points are for mortgage accountantsLearn the best practices industry experts and your peers are using to manage the day-to-day work

    Who Should Attend?

    Entry-intermediate level accountants
    Non-CPA accounting and finance managers
    Financial analysts
    Auditors

    Speakers:

    Keith May, Managing Director, Richey, May, & Co., LLP
    Matthew Streadbeck, Partner, Ernst & Young LLP
    Prateek S. Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation
    Paul Hubbard, Chief Financial Officer, Sierra Pacific Mortgage


    Contact E-mail:education@mba.org  Product:E2181701A/REGIS  
    Title:Fundamentals and Best Practices in Mortgage Accounting 

  • Registration

    Location: Lone Star Prefunction A

    Registration

  • Committee Meeting

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    This meeting is eligible for CPE credit.  Committee members discuss current priorities for the next committee year, including the status of new and proposed accounting, regulatory capital and reporting, and tax issues aff ecting the industry.

  • CREF Opening Session: Tax Reform: Implications for the Market and Your Business

    Location: Bowie ABC


    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Fran Mordi , Associate Vice President, Financial Management, Tax & Accounting Policy , Mortgage Bankers Association

    Bill Killmer , Senior Vice President, Legislative & Political Affairs , Mortgage Bankers Association

    Adam Feuerstein , Principal - National Real Estate Tax Technical Leader , PwC

    General Session,

    CREF Track

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    1031 exchanges, depreciation, business interest deduction… tax reform proposals have the potential to dramatically shift the playing field in commercial real estate and commercial real estate finance.
    Hear the latest and learn how your business may be impacted.

    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell joined MBA in 2004 from Fannie Mae's multifamily group, where he was responsible for multifamily data initiatives. He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

    Fran Mordi , Associate Vice President, Financial Management, Tax & Accounting Policy , Mortgage Bankers Association

    Fran Mordi joined the Mortgage Bankers Association in May of 2017 after 20 years of post-Law school experience in the areas of tax and accounting.  As VP in the Tax, Accounting & Mortgage Markets group at the American Bankers Association for ten years, Fran worked with financial services entities on tax and accounting issues, specifically as subject matter expert and member engagement lead on policy and compliance.  Fran worked on domestic and international issues impacting the industry, put together training sessions for members, managed several banker committees, and was a frequent speaker at various bank tax conferences and meetings.  Fran has extensive experience working with the banking regulators, FASB, the Treasury and Congress as an advocate of the financial services industry.  Before joining the MBA, Fran spent a few years at Deloitte Tax where she expanded her knowledge and experience in Tax Accounting as well as client relationship and management.  Fran holds a J.D. from New England Law School, Boston, MA, and an LL.M in Taxation from Georgetown Law School, Washington, DC. 

    Bill Killmer , Senior Vice President, Legislative & Political Affairs , Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of nearly twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry’s legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA’s outreach to Congress, as well as other key political advocacy efforts. Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Adam Feuerstein , Principal - National Real Estate Tax Technical Leader , PwC

    Adam is the National Real Estate Tax Technical Leader at PricewaterhouseCoopers, LLP and, in that role, he helps clients navigate the complicated tax world in which we live.  Adam brings his experience, passion (yes, passion for tax) to help clients see the big picture from a tax perspective, while at the same time keeping an eye on the important details necessary to achieve the client’s particular objectives.  Clients often comment that Adam has a keen ability to convey complicated tax concepts and that he is approachable and easy to work with.

    Adam regularly advises many real estate funds on a wide range of formation and investment matters.  He brings his practical business approach to provide guidance and counsel to some of the most well know fund families in connection with their acquisitions and to help design both open and closed end fund structures that address the various tax issues that affect fund sponsors and their investors.

    Adam also advises many public and private REIT clients through their life cycle.  In that capacity, Adam has worked on many REIT monetization, conversion and M&A transactions, PropCo/OpCo structures and IPOs and regularly works with REIT clients to address their day-to-day tax matters.  Adam is a co-author of the treatise on Real Estate Investment Trusts for RIA’s Catalyst series and is a Contributor to the Guide to Global Real Estate Investment Trusts.  He has also served as a faculty member for the Practicing Law Institute session for Real Estate M&A and REIT Transactions.

    Adam has brought his practical business approach to assist sponsors of, and investors in, real estate funds on a wide range of formation and investment matters.  He brings his practical business approach to provide guidance and counsel to some of the most well know fund families in connection with their acquisitions and to help design fund structures that address the various tax issues that affect fund sponsors and their investors.

    Adam not only has a passion for tax and providing assistance to clients but also enjoys mentoring younger tax professionals.  In that vein, Adam has served as an adjunct professor at the Georgetown University Law Center and the Villanova University School of Law where he has taught classes on partnership taxation and the unrelated business income tax. 

    Adam graduated from Harvard Law School, cum laude, has a Masters in Public Policy from Harvard University’s John F. Kennedy School of Government and received his B.S. with honors from Cornell University. 

    Adam is an active member in the Tax Policy Advisory Committee of the Real Estate Roundtable and the National Association of Real Estate Investment Trusts.  In his spare time, Adam enjoys spending time with his family, playing cards and board games, tennis, bicycling and movies. 

  • Exhibit Area Open

    Location: Lone Star Prefunction A

    Exhibit Hours

  • Residential Opening Session: Economic Outlook for Residential Mortgage Market

    Location: Lone Star ABC


    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President, Research and Technology , Mortgage Bankers Association

    Fran Mordi , Associate Vice President, Financial Management, Tax & Accounting Policy , Mortgage Bankers Association

    General Session,

    Residential Track

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    Hear MBA’s latest analysis of current economic, housing and mortgage market trends. Don’t miss our latest forecast on the various forces impacting the residential mortgage market and what they might mean as you develop your business strategy for 2018 and beyond.

    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for over 18 years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports for Independent Mortgage Bankers, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys.

    In addition, Walsh conducts workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in Mortgage Banking Magazine, National Mortgage News, American Banker, Mortgage News Daily, Inside Mortgage Finance, Servicing Management and MBA NewsLink. She represents MBA on the Mortgage Bankers Financial Reporting Form ("WebMB") committee, a consortium of representatives from Fannie Mae, Freddie Mac, Ginnie Mae and MBA.

    Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President, Research and Technology , Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO, serves on the CSP's Industry Advisory Group, and is chair of the membership committee of MERS.  Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Fran Mordi , Associate Vice President, Financial Management, Tax & Accounting Policy , Mortgage Bankers Association

    Fran Mordi joined the Mortgage Bankers Association in May of 2017 after 20 years of post-Law school experience in the areas of tax and accounting.  As VP in the Tax, Accounting & Mortgage Markets group at the American Bankers Association for ten years, Fran worked with financial services entities on tax and accounting issues, specifically as subject matter expert and member engagement lead on policy and compliance.  Fran worked on domestic and international issues impacting the industry, put together training sessions for members, managed several banker committees, and was a frequent speaker at various bank tax conferences and meetings.  Fran has extensive experience working with the banking regulators, FASB, the Treasury and Congress as an advocate of the financial services industry.  Before joining the MBA, Fran spent a few years at Deloitte Tax where she expanded her knowledge and experience in Tax Accounting as well as client relationship and management.  Fran holds a J.D. from New England Law School, Boston, MA, and an LL.M in Taxation from Georgetown Law School, Washington, DC. 

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • CREF: Commercial/Multifamily Real Estate Finance Forecast

    Location: Bowie ABC


    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President, Research and Technology , Mortgage Bankers Association

    Concurrent Session,

    CREF Track

    Read more Read less

    Interest rates, cap rates, the Fed, property values, new supply and loan performance are all top concerns of mortgage professionals. MBA’s Chief Economist and Vice President of Commercial Real Estate Research will provide their outlooks for the economy and for commercial real estate finance markets.

    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell joined MBA in 2004 from Fannie Mae's multifamily group, where he was responsible for multifamily data initiatives. He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

    Michael Fratantoni, Ph.D. , Chief Economist and Senior Vice President, Research and Technology , Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO, serves on the CSP's Industry Advisory Group, and is chair of the membership committee of MERS.  Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

  • Residential: Current Tax Issues

    Location: Lone Star EF


    Speaker(s)

    Seth Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Jeffrey Spiegel , Principal , Spiegel Accountancy Corp.

    Kalen Richey, CPA , Mortgage Banking Practice & Tax Manager , Richey May

    Concurrent Session,

    Residential Track

    Read more Read less

    Tax implications for M&A’s in the mortgage sphere can impact your bottom line in various ways. Attend to learn the following: implications of tax reform on mortgage banking; tax issues relating to MSRs; M&A in the mortgage sphere; tax relief bills and programs addressing the recent Hurricane disasters; and get an update on tax reporting issues.

    Speaker(s)

    Seth Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Seth D. Sprague joined Phoenix in 2013 after more than ten years with SunTrust Mortgage managing their mortgage servicing rights (“MSR”) portfolio valuation process as well as their periodic MSR transactions. Seth’s primary duties at Phoenix include managing bulk and flow MSR transactions, advising on analytic and valuation strategies, and participating in strategic business development activities as the MSR market continues to evolve. Seth has a total of over 20 years of mortgage banking and servicing valuation experience at a variety of firms including SunTrust Mortgage, Bank of America Mortgage, United Financial / Matrix Financial and KPMG LLP.  Seth serves on a number of committees with the Mortgage Bankers Association (“MBA”) including the Financial Management Steering Committee and the Servicing Compensation Working Group.   Seth has been an instructor with the MBA’s School of Mortgage Banking Program since 2007 and is a frequent speaker at various other MBA conferences. Seth holds an MBA from the University of Colorado – Denver and an undergraduate degree from the University of Richmond with a concentration in Accounting.

    Jeffrey Spiegel , Principal , Spiegel Accountancy Corp.

    Jeff Spiegel’s distinguished career as a Certified Public Accountant has included positions with Peat Marwick and Deloitte & Touche, two of the largest accounting firms in the world. He went on to establish his own firm in 1990 to better meet the needs of his clients.

    Jeff’s experience covers the full range of tax, accounting, audit, and consulting services. His professional style is to maintain a high-level of visibility and interaction with his clients throughout the year to stay abreast of developments within their companies that affect their financial picture.

    Throughout his career, Jeff has specialized in providing services for individuals and small businesses in a wide variety of industries including financial services, real estate, investment partnerships, professional service firms and e-commerce. Jeff has published articles on various tax topics and business practices and is a frequent speaker on various tax, accounting, and business topics.

    Jeff is a member of the American Institute of CPAs and the California Society of CPAs. He received his BS degree from the University of Arizona and is a Certified Public Accountant in the states of California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington DC.

    Kalen Richey, CPA , Mortgage Banking Practice & Tax Manager , Richey May

    Kalen Richey has served as a tax professional in public accounting for over eight years providing compliance and consulting services to both public and private companies. His knowledge and experience spans a range of industries including financial services, oil and gas, retail, and manufacturing. His passion to develop personal connections with the clients he serves drives his aptitude to identify and understand individual motivations so that he can offer comprehensive and meaningful business advice.

    Kalen’s current role at Richey May supports the business development efforts as a part of overall growth initiatives. He represents the firm within the mortgage industry by speaking on expert panels and webinars, attending conferences around the country, and expanding the firm’s network of strategic alliances. In his capacity as a tax manager at Richey May, Kalen primarily serves closely held business and their owners.

    Kalen is currently pursuing the designation of Accredited Mortgage Professional through the MBA’s education programs. He serves on the MBA’s Tax Subcommittee and various other state and local committees. Prior to joining Richey May, he worked for KPMG’s Denver office. Kalen holds a Masters of Taxation and Bachelor in Accounting from the University of Denver.

  • Residential: Mortgage Company Financial and Operational Performance

    Location: Lone Star ABC


    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Concurrent Session,

    Residential Track

    Read more Read less

    In this popular session, MBA covers the latest information on how mortgage companies are performing from a financial perspective based on its most recent Quarterly Performance Report data. This also includes financial and operating details from MBA’s most recent Peer Group Roundtable (PGR) data. Topics to be covered: How peer groups banks and independents; mid-size and large — approach the mortgage business. Learn the similarities and diff erences present across diverse lending institutions.

    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for over 18 years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports for Independent Mortgage Bankers, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys.

    In addition, Walsh conducts workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in Mortgage Banking Magazine, National Mortgage News, American Banker, Mortgage News Daily, Inside Mortgage Finance, Servicing Management and MBA NewsLink. She represents MBA on the Mortgage Bankers Financial Reporting Form ("WebMB") committee, a consortium of representatives from Fannie Mae, Freddie Mac, Ginnie Mae and MBA.

    Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • CREF: Managing Liquidity

    Location: Bowie ABC


    Speaker(s)

    Ira Strassberg , Chief Financial Officer , Berkeley Point Capital LLC

    Rachel Vinson , Chief Financial Officer , Barings Multifamily Capital LLC

    Concurrent Session,

    CREF Track

    Read more Read less

    Commercial real estate finance is all about capital. In this session, leading finance professionals discuss how they manage the liquidity of their operations, and what they are doing to prepare for the next leg in the cycle. Learn key best practices and what you can do to better prepare your company for success.

    Speaker(s)

    Ira Strassberg , Chief Financial Officer , Berkeley Point Capital LLC

    Ira Strassberg has served as Chief Financial Officer of Berkeley Point Capital since May 2012 and is a member of the firm’s Executive Committee. In his role, Ira is responsible for financial reporting, tax planning, budgeting, accounting, treasury, and the strategic financial processes for the company.

    Prior to joining the firm, Ira served as Senior Vice President, Multifamily Chief Financial Officer at Fannie Mae from 2008-2012. Prior to his tenure at Fannie Mae, he was Chief Financial Officer at Walker & Dunlop from 2006-2008, and held Senior Director positions at Freddie Mac from 2003-2006. Earlier in his career, Ira advised large and mid-sized financial services companies as a Managing Director and Capital Markets practice leader at BearingPoint (fka KPMG Consulting).

    Ira received a BS in Business Administration in Accounting from Georgetown University and is a Certified Public Accountant, Certified Management Accountant, and Chartered Global Management Accountant.

    Rachel Vinson , Chief Financial Officer , Barings Multifamily Capital LLC

    As Chief Financial Officer of Barings Multifamily Capital, Ms. Vinson works closely with the
    President and other key executives to develop, evaluate and implement strategic initiatives,
    and is responsible for the oversight of accounting, financial planning, financial reporting,
    payroll, benefits and compliance functions. Ms. Vinson joined the firm in 2014 and has been
    engaged in finance, real estate lending, financial services and business development since
    2004.

    Prior to joining the Barings Multifamily Capital Ms. Vinson worked at CBRE, Inc., where she
    served as Associate Director and Business Finance lead for Advisory Services. In this capacity,
    she oversaw financial reporting and analysis, strategically collaborated with business
    leadership across global lines of business and developed various financial reporting tools.
    Prior to joining CBRE, Ms. Vinson was owner and sole principal of Advanced Processing
    Solutions, LLC in Honolulu, Hawaii from 2005-2009, specializing in single-family real estate
    loan structuring services.

    Ms. Vinson serves as a member of the Finance Committee for the Dallas Women’s Foundation
    and is a member of the Women for Women International Leadership Circle.
    Ms. Vinson received her B.S.B.A., Magna Cum Laude, in International Business from Hawaii
    Pacific University and earned her M.B.A. in Finance from Loyola University Chicago, Quinlan
    School of Business.

  • Residential: Managing Liquidity

    Location: Lone Star ABC


    Speaker(s)

    Eric Gallagher , Partner , KSJG

    Terry Schmidt, CMB , Chief Financial Officer & Chief Operation Officer , Guild Mortgage Company

    Joseph DeDominicis , Chief Financial Officer , Nations Reliable Lending

    Brett Esterberg , Chief Financial Officer , Marketplace Home Mortgage

    Concurrent Session,

    Residential Track

    Read more Read less

    Geared toward independent mortgage companies, speakers discuss best practices for managing cash and liquidity on a daily, weekly and monthly basis. Attendees will learn the stressors to a mortgage company’s cash position and what can be done to mitigate the eff ects of those stressors.

    Speaker(s)

    Eric Gallagher , Partner , KSJG

    Eric Gallagher is an Audit Partner at KSJG, LLP in Irvine, California.  Eric has over 19 years of experience in providing accounting, external auditing and business advisory services to privately-held companies located throughout the United States.  His areas of expertise include mortgage banking, title and escrow, real estate development, construction, architectural engineering, employee benefit plans and ESOPs.  In his capacity as a partner, he is responsible for overseeing the planning, fieldwork, and financial reporting of numerous companies in a variety of industries.  In addition to client relationship management, Eric has assisted clients with the implementation of hedge accounting, accounting for derivatives, mortgage servicing rights, fair value of financial instruments, and loan loss reserve methodology. 

    Eric is a member of the American Institute of Certified Public Accountants.  Eric holds a B.A. in business administration from California State University, Fullerton, and is a certified public accountant licensed to practice in California.

    Founded in 1979 and headquartered in Irvine, California, KSJG, LLP (KSJG) is a full-service CPA firm providing audit, tax, and business advisory services to a myriad of privately-held middle-market organizations.  The firm has specific expertise in the areas of mortgage banking, architectural engineering and construction, real estate development, aerospace, food services, not-for-profit organizations and employee benefit plans.  KSJG provides accounting, tax, and consulting services to organizations with operations in all 50 states, as well as international affiliations and operations.

    Terry Schmidt, CMB , Chief Financial Officer & Chief Operation Officer , Guild Mortgage Company

    Terry Schmidt is an Executive Vice President, Chief Financial Officer and Principal at Guild Mortgage Company.  Ms. Schmidt joined the company in 1985.  She is responsible for the financial reporting, budgeting, cash management, warehouse lending and human resource functions.  Ms. Schmidt also evaluates potential acquisition candidates, including transaction structures, and integration team management.  Over the years she has performed system innovations and conversions related to her areas of responsibility as well as developing value added branch and company metrics, and designing a proprietary MSR valuation and impairment model.   Ms. Schmidt has also served on the Board of Directors for Guild since 1996.

    Ms. Schmidt is a graduate of the University of San Diego 1984 BA Accounting, Certified Public Accountant candidate (CPA) 1989, Certified Financial Professional (CFP) 1992, Certified Mortgage Banker (CMB) 2005, Mortgage Bankers Association Financial Management Committee Chair 2013-14, and member of the Board of Governors-CMBA 2011 to present, and named 2015 CFO of the Year, San Diego Business Journal.

    Joseph DeDominicis , Chief Financial Officer , Nations Reliable Lending

    Joe leads the Accounting, Treasury, Finance and Human Resource activities at NRL. He began his mortgage banking career over 25 years ago and has held senior leadership roles with  First Franklin, Clayton Holdings, FirstCity, SN Servicing, National City and Vantium Capital.  Joe brings a unique combination of skills and experience, combining Accounting/Finance, Risk Management, Operations and Portfolio Management. He is a member of the National Mortgage Bankers Association and recently relocated to the Houston area where he lives with his wife and three daughters. Joe completed his Bachelor’s Degree in Accounting at the University of Maryland at College Park, MD and is a licensed CPA (Inactive).

    Brett Esterberg , Chief Financial Officer , Marketplace Home Mortgage

    Brett Esterberg joined Marketplace Home Mortgage as Chief Financial Officer in March of 2017 after more than 20 years at US Bank’s home mortgage division.

    Brett has a unique talent for directing and operating a finance department of scale. His ability to forecast, model and manage finances lets us further expand Marketplace’s unmatched offerings nationwide.

  • Reception,

    Networking Opportunity,

    Exhibit Hours

Tuesday, November 14, 2017

  • Registration

    Location: Lone Star Prefunction A

    Registration

  • Continental Breakfast

    Location: Lone Star Prefunction A

    Breakfast

  • Exhibit Area Open

    Location: Lone Star Prefunction A

    Exhibit Hours

  • Residential/CREF Session: The Financial Accounting Standards Board (FASB) Update

    Location: Lone Star ABC


    Speaker(s)

    Shayne Kuhaneck , Assistant Director , Financial Accounting Standards Board (FASB)

    James Mountain , Chief Financial Officer , ARMOUR Residential REIT, Inc.

    Concurrent Session,

    CREF Track,

    Residential Track

    Read more Read less

    Don’t miss the FASB Update! Topics will include:

    Latest thinking and decisions on hedge accounting projects
    The FASB's new agenda and pace of change
    Recent changes to accounting for credit loss
    Next steps for major projects
    The upcoming recognition and measurement standard
    Upcoming implementation of the new Lease accounting standards

    Speaker(s)

    Shayne Kuhaneck , Assistant Director , Financial Accounting Standards Board (FASB)

    Shayne Kuhaneck is an assistant director of technical activities at the Financial
    Accounting Standards Board (FASB). In this role, Shayne oversees implementation
    activities for FASB standards and projects related to credit losses, hedging, and
    recognition and measurement of financial accounting and reporting standards. He also
    oversees projects that include nonemployee share-based payments, consolidations, and
    distinguishing liabilities from equity. Shayne re-joined the FASB in June of 2015. Previously, he served as a senior technical advisor in GE Capital’s Accounting Policy Group, where he focused on technical
    accounting matters related to acquisitions and dispositions of significant businesses,
    impairment of financial assets, derivatives and hedging activities, consolidation, and
    debt and equity classification matters.

    Prior to joining GE Capital, Shayne was a member of KPMG’s Audit practice in
    Hartford, CT. His audit experience includes global public companies and private
    companies. Shayne’s clients primarily were in the consumer products, manufacturing,
    and technology industries. He provided audit services to companies reporting under
    U.S. GAAP and has extensive experience advising on technical accounting issues
    related to financial instruments. Shayne is a veteran of the United States Navy, where he served as a member of the
    submarine force.

    Shayne has a B.S. in accounting from the University of Connecticut. He is a CPA in
    Connecticut.

    James Mountain , Chief Financial Officer , ARMOUR Residential REIT, Inc.

    James R. Mountain is the Chief Financial Officer, Treasurer and Secretary of ARMOUR Residential REIT, Inc. (NYSE: ARR). Mr. Mountain also held those positions with JAVELIN Mortgage Investment, Corp. until April 2016 when ARMOUR acquired JAVELIN in a public tender offer. Mr. Mountain joined ARMOUR in 2012 after having spent over 30 years at Deloitte. Mr. Mountain has significant experience in securitization transactions, having been involved in that market since its inception in the mid-1980s, and helped to build Deloitte’s securitization practice. With significant experience in all facets of complex and structured financial transactions, he was also involved in the early development of Deloitte’s global capital markets practice. In these roles, he advised his partners and clients on both the buy-side and sell-side of the capital markets, as well as their regulators, regarding the financial reporting, control, valuation, risk management, and strategic aspects of cutting-edge financial transactions. Mr. Mountain also previously served as a partner in Deloitte’s national office, where he supervised the review and consultation process relating to securities offerings by banks, thrifts, securities deals, insurance companies, and investment companies. Mr. Mountain is the Chair of the Financial Management Committee of the Mortgage Bankers Association and an ex officio member of the Association’s Residential Board of Governors. Mr. Mountain earned his Bachelor of Arts degrees in accounting and in economics from the University of Montana, as well as a M.B.A. degree from the University of California, Berkeley. He is a Certified Public Accountant and a member of the American Accounting Association and the American Institute of Certified Public Accountants. Mr. Mountain is a Trustee of the University of Montana Foundation and previously chaired the Foundation’s investment committee and its audit and finance committee.

  • Residential: Best Execution Trends: What’s Changing?

    Location: Lone Star EF


    Speaker(s)

    Don Brown , Managing Director, Secondary Services , Optimal Blue

    Bradley Eskridge , Senior Vice President, Secondary Solutions Group , MIAC

    Concurrent Session,

    Residential Track

    Read more Read less

    Lenders must either hold their originated loans in portfolio or find other outlets. Attend this session to learn about strategies to ensure the most effi cient execution of these tactics. If you hold loans in portfolio, how do you economically value the loan and servicing relationship? If you sell to others, how do you maintain balance between the quality and quantity of your investor relationships?

    Speaker(s)

    Don Brown , Managing Director, Secondary Services , Optimal Blue

    Don brings more than 25 years of business management, sales and legal experience to Optimal Blue, having pioneered the application of SaaS technology towards creating a more accurate, transparent and efficient hedge management, best execution and loan allocation system.  He founded Optimal Blue Secondary Services, whose technology infused accurate pricing and guideline content into the platform’s hedge strategy and capital markets workflow.

    Optimal Blue operates the mortgage industry’s digital marketplace, connecting lenders, investors and providers. At the center of our marketplace is a robust analytics engine containing the industry’s largest library of loan programs and real-time loan pricing data. The engine is surrounded by a workflow automation system enabling lenders to price, lock and sell mortgage loans while managing risk and maximizing efficiency. Through marketplace participation, investors gain access to the largest network of lenders and brokers in the industry while leveraging tools to automate data exchange, improve decision making and source new business. Value-added providers represent an important third group of marketplace participants, consuming pricing data to enhance the value of their solutions for Optimal Blue lenders. Together these lenders, investors and providers form a unique, multi-sided marketplace touching one of every four mortgage loans closed nationally each year.

    Bradley Eskridge , Senior Vice President, Secondary Solutions Group , MIAC

    Brad Eskridge joined MIAC in July 2011 as Vice President, Secondary Solutions Group. With over 15 years of secondary marketing experience, Brad provides MIAC with an exceptional level of mortgage banking expertise. Having worked for small and large independent mortgage bankers as well as a small community bank, he was able to lean on his broad range of past experiences to help MIAC clients achieve their goals more effectively and more efficiently.  At MIAC, Brad is the senior manager of our Secondary Solutions Group (SSG) in our Charlotte, NC office. In addition to managing the staff in Charlotte, Brad manages the day to day activity, including hedging, loan sales, pooling, and reporting for several of MIAC’s SSG clients.

    Most recently Brad worked as the Vice President of Secondary Marketing for Dover Mortgage in Charlotte, NC where he managed both the secondary marketing and post closing operations. As a senior manager, Brad sat on the executive committee and formed and implemented the companies risk policies.
    Prior to his work at Dover Mortgage, Brad served as the Vice President of Pricing at Aegis Mortgage Corporation in Houston, TX where he managed margins across a vast branch network to achieve corporate profit targets. Brad also spent time as the Vice President of Capital Markets at USA Home Loans in Towson, MD where he successfully transitioned a new mortgage banker from doing best efforts deliveries to hedging and selling loans on a mandatory basis.


    Brad began his career as a secondary marketing analyst for Coastal Mortgage Services in Charlotte, NC in 2002. Brad received a B.S. in Management from the University of North Carolina at Charlotte.

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • CREF: Future of GSEs

    Location: Bowie ABC


    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Steve O'Connor , Senior Vice President, Public Policy and Industry Relations , Mortgage Bankers Association

    Travis Krueger , Chief Financial Officer , Northmarq Capital

    Concurrent Session,

    CREF Track

    Read more Read less

    Fannie Mae and Freddie Mac remain in conservatorship, but legislators are signaling they are ready to make a change to this system. This session provides the latest news on where the GSEs might be heading from here and the potential effect on the residential mortgage market.

    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell joined MBA in 2004 from Fannie Mae's multifamily group, where he was responsible for multifamily data initiatives. He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

    Steve O'Connor , Senior Vice President, Public Policy and Industry Relations , Mortgage Bankers Association

    Steve O'Connor is Senior Vice President of Public Policy and Industry Relations at the Mortgage Bankers Association (MBA). He manages MBA's residential policy process for legislative, regulatory, and industry issues. O'Connor directs MBA's regulatory advocacy efforts. He is also responsible for outreach to industry groups, consumer organizations, and other key stakeholders. O'Connor is a regular guest speaker on industry issues.  O'Connor leads MBA's Consumer Affairs Advisory Council. He also serves on a number of industry boards, including the National Housing Conference, the National Association of Hispanic Real Estate Professionals, HOPE LoanPort, Freddie Mac's Affordable Housing Advisory Council, and the National Urban League's Business Solutions Council. O'Connor joined MBA in 1996. Previously, he worked in government affairs for the National Association of Realtors and Freddie Mac. He also worked for Skyline Financial Services Corporation.

    Travis Krueger , Chief Financial Officer , Northmarq Capital

    Travis was appointed Chief Financial Officer at NorthMarq Capital in 2013, after serving as Managing Director of Finance and Administration since joining the company in May 2012. NorthMarq Capital is in commercial real estate mortgage banking and commercial loan servicing.  NorthMarq Capital is part of the Pohlad Companies, a privately held diverse group of more than 20 independent companies owned by the Pohlad family. Prior to joining NorthMarq Capital, Travis spent 13 years in public accounting, including approximately 12 years with McGladrey, where he served for six years as director. In that role, he was responsible for delivering a wide variety of assurance services to the financial services industry, including mortgage banking, community banking, investment companies, broker-dealers, and other specialty financial services companies including those involved in factoring, leasing, and asset based lending. Travis received a Bachelor’s of Accountancy from the University of North Dakota.

  • Residential: Ask the Auditors

    Location: Lone Star ABC


    Speaker(s)

    Mark Hughes, CPA , Southern California Audit Partner-In-Charge , Grant Thornton, LLP

    Kevin Conte, CPA , Partner , Plante & Moran, PLLC

    Michael Barber, CPA , Partner , BKM Sowan Horan, LLP

    Tullus Miller, CPA, MBA , National Practice Leader - Financial Services , Moss Adams, LLP

    Concurrent Session,

    Residential Track

    Read more Read less

    Our esteemed, moderated panel of CPAs cover relevant issues such as: Lower of Cost or Market (LOCOM) vs. Fair Value (FV) accounting; classification and measurement of financial instruments; accounting for leases; consolidation accounting; accounting for MSRs; IRLCs and pipeline gains; hurricane-related costs and potential loss mitigation; and leases under common control. Take this opportunity to ask your questions through our interactive Q&A system.

    Speaker(s)

    Mark Hughes, CPA , Southern California Audit Partner-In-Charge , Grant Thornton, LLP

    Mark serves as the audit practice leader for Grant Thornton’s Southern California practice, and has more than 18 years of experience performing audits of financial statements, business and regulatory consulting, mergers and acquisitions, SEC practice issues, due diligence, securitizations, initial public offerings, debt offerings and agreed upon procedures related to compliance.  In addition, he regularly consults companies on a variety of accounting issues. Mark has served both public and privately-held companies and specializes in the financial services industry. His clients have included mortgage banks, specialty lenders, broker-dealers, investment management companies, private equity funds/portfolio companies, and independent banks, single and multibank holding companies. Mark is a regular speaker at industry and professional seminars and typically presents information on current and emerging audit, accounting and regulatory issues.  He has also taught and spoken at various seminars relating to securitization and sale accounting, fair value measurements and auditing complex financial instruments.  

    Kevin Conte, CPA , Partner , Plante & Moran, PLLC

    Kevin is a partner with Plante Moran's Financial Services team and leads the firm's mortgage banking practice.

    Kevin has more than 30 years of experience working with independent mortgage bankers, credit unions, banks, foreclosure attorneys, real estate brokers, title companies, and other mortgage service providers. His recent experience includes assisting several clients in managing issues related to regulatory matters, mergers and acquisitions, allowance for loan loss, indemnification liabilities, capital formation and preservation, mortgage servicing accounting and administration issues, and growth/expansion opportunities. His clients include privately-owned and publicly-traded companies.

    Kevin has a B.S. in accounting from Wayne State University. He previously served on the Board of Michigan Mortgage Lenders Association and as President of the Association's Southeast Chapter, representing more than 75% of the Association's total membership.

    Michael Barber, CPA , Partner , BKM Sowan Horan, LLP

    Mike is a founding partner of BKM Sowan Horan, LLP, a CPA firm located in Addison, Texas.  With over 19 years of experience in public accounting, Mike provides exceptional client service in the assurance services area for companies in a variety of industries with a focus primarily on independent mortgage bankers, other financial service companies, and real estate.  Mike serves on the Board of Directors of the Dallas Mortgage Bankers Association and Co-Chair of the Future Leaders Committee of the Texas Mortgage Bankers Association.  Mike is a graduate of The University of Texas at Austin and lives in Frisco, Texas.

    Tullus Miller, CPA, MBA , National Practice Leader - Financial Services , Moss Adams, LLP

    Tullus Miller, Partner, Moss Adams LLP,  leads our Financial Services Group and has more than 20 years of experience primarily serving commercial loan and banking organizations, mortgage banking companies, credit unions, and other specialty lenders and investment partnerships and companies. The services he provides clients include financial statement audits, SEC filings and registration statements, internal control evaluations, initial acquisition audits, derivatives, securitization accounting, and merger and acquisition consulting.  Tullus has an MBA from the University of San Francisco and a BA in business administration with an accounting concentration from California State University, San Bernardino.

  • Residential: Funding & Warehouse Lending

    Location: Lone Star EF


    Speaker(s)

    Paul Chmielinski , Senior VP – National Sales Manager | Mortgage Warehouse Finance , EverBank

    Ken Logan, CMB , Managing Director, Head of Mortgage Banker Finance Group , Wells Fargo Home Mortgage

    Donnie Martin , Executive Vice President, Director of Warehouse Lending , Texas Capital Bank, N.A.

    Michael D. McAuley , Principal , Garrett, McAuley & Co.

    Concurrent Session,

    Residential Track

    Read more Read less

    This expert panel of warehouse lenders will provide financing alternatives for mortgage bankers as they relate to various asset classes, including loan originations, servicing rights and advances. Learn how mortgage companies can get the most out of their relationships with warehouse lenders, the variables affecting warehouse line terms and what red flags can arise for warehouse lenders.

    Speaker(s)

    Paul Chmielinski , Senior VP – National Sales Manager | Mortgage Warehouse Finance , EverBank

    Ken Logan, CMB , Managing Director, Head of Mortgage Banker Finance Group , Wells Fargo Home Mortgage

    Mr. Logan serves as Managing Director of Warehouse Lending and Head of Wells Fargo’s Mortgage Banker Finance Group since 2007. This group focuses on providing warehouse lines and structured lending facilities backed by various forms of residential mortgage assets to mortgage bankers and investors nationally.

    Mr. Logan has over 30 years of experience in many facets of the banking, mortgage and investment banking industries.  Over his career, Mr. Logan has held President/Founder positions for four warehouse lending and correspondent businesses, President/CEO of a national outsourcing and consulting practice, co-owner of a regional mortgage banking company, provided M&A advisory and expert witness resources on mortgage fraud and lending practices on civil matters and federal criminal cases.

    His educational background includes undergraduate degrees in management and finance, an MBA in Entrepreneurial Finance, and he holds series 7 and 63 securities licenses. He also earned the CMB designation from the Mortgage Bankers Association in 2007.

    Personally, Mr. Logan is a Cherokee County Firefighter/EMT and member of the Search & Rescue technical team for 16 years.  He is also active as an EMT with Fort Mill Rescue/EMS in SC and is regularly involved with mission activities, primarily in Haiti.

    Donnie Martin , Executive Vice President, Director of Warehouse Lending , Texas Capital Bank, N.A.

    Donald (Donnie) L. Martin has over 20 years’ experience in the mortgage industry, including management positions in risk and production. He joined Texas Capital Bank in June 2011 and is currently an Executive Vice President. His present position is Director of Warehouse Lending.  Previous responsibilities at the bank include Risk Manager for the Mortgage Finance business which includes Warehouse Lending, Correspondent Lending, and MSR Lending.  Prior to joining Texas Capital Bank, Donnie held multiple leadership positions at JPMorganChase including Counter-Party Risk Manager, as well as Regional Production Manager in the mortgage unit. He also spent time in a management role at the FDIC in Jacksonville. Donnie received his BS in Finance from Florida State University.

    Michael D. McAuley , Principal , Garrett, McAuley & Co.

    Michael D. McAuley is a Principal of Garrett, McAuley & Co., a banking and mortgage banking consulting firm that helps lenders increase revenues, control costs and better manage risk.  Mike has more than twenty years of commercial banking experience in financing mortgage bankers, homebuilders, and related firms, most recently at JP Morgan Chase. 

    Mike is an acknowledged expert in the field of mortgage banking and warehouse lending, and he consults with banks, mortgage bankers, credit unions, and regulators.  He focuses on assisting mortgage bankers with improving their strategies, finances, compliance, secondary marketing, and operations.

    Mike is a graduate of Georgetown University in Washington, D.C.; a past chairman of the RMA Warehouse Lenders Roundtable; member of the Warehouse Lending Subcommittee at the Texas Mortgage Bankers Association; and a Graduate with Distinction, Willis Bryant Award finalist, and Lecturer at the School of Mortgage Banking.

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • CREF: Current Expected Credit Loss Model (CECL) and Other Accounting & Tax Issues

    Location: Bowie ABC


    Speaker(s)

    Steve Robertson , Partner , Pwc

    Concurrent Session,

    CREF Track

    Read more Read less

    As accounting rules continue to change for firms participating in the commercial and multifamily mortgage finance markets, CECL will change how firms reserve for loan losses. Revenue recognition will change how firms account for revenue. This session provides attendees with the latest on accounting and tax issues affecting commercial real estate finance.

    Speaker(s)

    Steve Robertson , Partner , Pwc

    Steve is a Principal in PwC’s Consumer Finance Group (CFG). Steve provides specialized audit support and advisory services for model-based critical accounting estimates such as valuation of mortgage servicing rights, loans held for sale, and securitization residuals as well as loan loss allowances, repurchase loss reserves, and credit card membership program cost reserves. Steve has over 15 years of professional experience designing, developing, and validating statistically-based and computationally-based economic and financial models. Steve is recognized as one of PwC specialists for model risk management, and frequently leads model validation engagements for internally developed and vendor developed models and tools used for risk management/valuation and borrower prepayment, delinquency, and loss severity estimates for PwC financial services clients. He has assisted several financial services clients with the design and implementation of loan performance measurement and monitoring tools and analytical tools used for loan modification and short sale decision-making. His clients include top ten prime, non-prime, and home equity lenders/servicers as well as large credit card issuers and auto lenders. Steve has authored several model risk management and validation articles for PwC publications.

    Steve has a Bachelor of Business Administration degree in Finance and Accounting from the University of Wisconsin, Master of Business Administration degree in Finance from the University of Maryland, and a Master of Science degree in Operations Research from the University of Maryland.

  • Residential: Future of GSEs

    Location: Lone Star EF


    Speaker(s)

    Steve O'Connor , Senior Vice President, Public Policy and Industry Relations , Mortgage Bankers Association

    Bill Killmer , Senior Vice President, Legislative & Political Affairs , Mortgage Bankers Association

    Ben Dempsey, CMB, CPA , Chief Financial Officer , Colonial Savings, F.A.

    Concurrent Session,

    Residential Track

    Read more Read less

    Fannie Mae and Freddie Mac remain in conservatorship, but legislators are signaling they are ready to make a change to this system. This session provides the latest news on where the GSEs might be heading from here, and the potential effect on the residential mortgage market.

    Speaker(s)

    Steve O'Connor , Senior Vice President, Public Policy and Industry Relations , Mortgage Bankers Association

    Steve O'Connor is Senior Vice President of Public Policy and Industry Relations at the Mortgage Bankers Association (MBA). He manages MBA's residential policy process for legislative, regulatory, and industry issues. O'Connor directs MBA's regulatory advocacy efforts. He is also responsible for outreach to industry groups, consumer organizations, and other key stakeholders. O'Connor is a regular guest speaker on industry issues.  O'Connor leads MBA's Consumer Affairs Advisory Council. He also serves on a number of industry boards, including the National Housing Conference, the National Association of Hispanic Real Estate Professionals, HOPE LoanPort, Freddie Mac's Affordable Housing Advisory Council, and the National Urban League's Business Solutions Council. O'Connor joined MBA in 1996. Previously, he worked in government affairs for the National Association of Realtors and Freddie Mac. He also worked for Skyline Financial Services Corporation.

    Bill Killmer , Senior Vice President, Legislative & Political Affairs , Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of nearly twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry’s legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA’s outreach to Congress, as well as other key political advocacy efforts. Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Ben Dempsey, CMB, CPA , Chief Financial Officer , Colonial Savings, F.A.

    Ben Dempsey is the Executive Vice President and Chief Financial Officer for Colonial Savings and Colonial National Mortgage. Ben started his career in public accounting with Main Hurdman, KPMG, followed by brief forays into Oil and Gas and Insurance. Ben has spent the last 28 years at Colonial Savings.  A graduate of Texas Christian University with a BA in Business Administration, Ben is a Certified Public Accountant and a Certified Mortgage Banker. He is a member of the Texas Society of Certified Public Accountants and has served on its Financial Institutions Committee. Ben is the incoming Chair of the MBA’s Financial Management Committee.

  • Residential: MSR Market Outlook

    Location: Lone Star ABC


    Speaker(s)

    Kevin Brungardt , Chief Executive Officer , RoundPoint Mortgage Servicing Corporation

    Seth Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Concurrent Session,

    Residential Track

    Read more Read less

    Get the latest MSR market update for 2017, as well as the 2018 outlook for both co-issue and bulk MSR deals. Learn who is buying, who is selling, the overall pricing trends for various product types, and find out if mortgage companies are continuing to retain servicing or preferring to sell on a servicing released basis.

    Speaker(s)

    Kevin Brungardt , Chief Executive Officer , RoundPoint Mortgage Servicing Corporation

    Kevin Brungardt serves as Director and Chief Executive Officer. Mr. Brungardt has over 20 years of broad executive leadership experience, managing major functions of the mortgage business at top 5 institutions including international banks and Fannie Mae. Prior to joining RoundPoint, he served as Managing Director for CitiMortgage where he was head of national fulfillment and operations, managing multiple mortgage functions domestically and abroad. He served as Vice President for Fannie Mae for its National Servicing Organization overseeing the largest Counterparties representing over $1T of Fannie Mae’s serviced loan portfolio and related credit risk position. In that role, he also worked extensively with U.S. Treasury and various U.S. Agencies in developing various programs during the housing crises. He still serves on the Fannie Mae advisory board. Prior to Fannie Mae, Mr. Brungardt served as Managing Director for GMAC-RFC responsible for Special Servicing, the Homeownership Preservation Center, Analytics, Strategy and Secondary Marketing. Mr. Brungardt is a graduate of the Stanford Executive Program and has a M.S. in Economics from the University of Texas at Dallas and a B.B.A. in Finance from the University of North Texas.  He has held various securities and insurance licenses (Series 7, Series 63, Group I).

     

    Seth Sprague, CMB , Executive Vice President , Phoenix Capital, Inc.

    Seth D. Sprague joined Phoenix in 2013 after more than ten years with SunTrust Mortgage managing their mortgage servicing rights (“MSR”) portfolio valuation process as well as their periodic MSR transactions. Seth’s primary duties at Phoenix include managing bulk and flow MSR transactions, advising on analytic and valuation strategies, and participating in strategic business development activities as the MSR market continues to evolve. Seth has a total of over 20 years of mortgage banking and servicing valuation experience at a variety of firms including SunTrust Mortgage, Bank of America Mortgage, United Financial / Matrix Financial and KPMG LLP.  Seth serves on a number of committees with the Mortgage Bankers Association (“MBA”) including the Financial Management Steering Committee and the Servicing Compensation Working Group.   Seth has been an instructor with the MBA’s School of Mortgage Banking Program since 2007 and is a frequent speaker at various other MBA conferences. Seth holds an MBA from the University of Colorado – Denver and an undergraduate degree from the University of Richmond with a concentration in Accounting.

  • Networking Luncheon

    Location: Lone Star F and Corridor

    Lunch,

    Networking Opportunity

  • CREF: Sources of Capital (Closed to Media)

    Location: Bowie ABC


    Speaker(s)

    Karen Cady , Director , Credit Suisse

    Michael Case , Freddie Mac Multifamily

    Alonzo White , Principal, Multifamily Capital Markets & Pricing , Fannie Mae

    Concurrent Session,

    CREF Track

    Read more Read less

    The secondary market has changed dramatically over recent years, with GSE issuance now topping that of the private label market. Attend this session for details on what’s driving today’s markets
    for GSE, FHA and private-label mortgage-backed securities.

    Speaker(s)

    Karen Cady , Director , Credit Suisse

    Karen Cady is a Director at Credit Suisse Securities (USA) LLC in the Securitized Products Trading Group.  Karen is part of the Agency CMBS trading team.  The trading desk she works for is responsible for sourcing the agency multifamily pass-through securities such as GNMA Project Loans and FNMA DUS from approved mortgage bankers, and managing the securitization process and creating and distributing the Agency REMIC securities backed by Agency multifamily MBS.  In addition to creating CMOs from their own collateral, CS has been engaged by FNMA and Freddie Mac to help with the underwriting and distribution of their GeMS and K-Series securities, and with a substantial balance sheet, CS provides significant secondary market liquidity to the Agency CMBS sector.

    Michael Case , Freddie Mac Multifamily

    Alonzo White , Principal, Multifamily Capital Markets & Pricing , Fannie Mae

    Alonzo joined Fannie Mae in 2010 and currently runs the day-to-day trading of the Multifamily Trading Desk.  The Multifamily Trading Desk is responsible for all primary and secondary trading, structuring, new issuance and marketing of Agency CMBS (DUS MBS) at Fannie Mae.  The Multifamily Trading Desk created the Fannie Mae Guaranteed Multifamily Structures (GeMS) program in 2011, and has structured and issued more than $68 billion in securities since the program’s inception.  In addition, the Multifamily Trading Desk annually transacts more than $20 billion in two-way trading volume.  The Multifamily Trading Desk is also responsible for trading non-agency CMBS and municipal securities.  Prior to joining Fannie Mae, Alonzo was responsible for the non-agency CMBS portfolio for the California Public Employee’s Retirement System (CalPERS).  Earlier in his career, Alonzo held various positions in Fixed Income Sales and Trading with investment banking firms.

    Alonzo holds a B.S. from the University of Maryland and an MBA from Georgetown University’s McDonough School of Business.

  • Residential: Compensation Issues

    Location: Lone Star EF


    Speaker(s)

    Robert Northway , Partner & Head of Consumer Banking & Global RE Practice , McLagan

    Meredith Swartz Dante , Partner , Ballard Spahr LLP

    Jed Mayk , Partner , Hudson Cook, LLP

    Concurrent Session,

    Residential Track

    Read more Read less

    Mortgage bankers continue to face challenges as they strive to attract, hire and retain talent. Organizations need attractive compensation plans and other incentives that pass muster with a slew of rules and regulations. Simply tracking compensation and appropriate overtime and commissions has become burdensome. Learn about compensation headaches from both a legal and business perspective.

    Speaker(s)

    Robert Northway , Partner & Head of Consumer Banking & Global RE Practice , McLagan

    Rob Northway, a Partner at McLagan is the Global Head Consumer Banking and Global Real Estate practices. Mr. Northway advises clients on the design of compensation programs, market-share and performance issues to better align the human capital strategy with business objectives. He oversees the annual compensation and performance benchmarking analysis for Consumer, Retail and Small Business Banking, Credit Cards, as well as Residential Mortgage Banking and Commercial Real Estate compensation surveys sponsored by the Mortgage Bankers Association (MBA). Mr Northway joined McLagan in 2004 and has extensive experience in plan design, performance benchmarking, and competitive assessment engagements focusing on executive and staff compensation programs for major U.S. and foreign institutions. His engagements include: Bank of America, Bank of Montreal, BNP Paribas, Capital One, CB Richard Ellis, Citigroup, Citizens Bank, Cushman & Wakefield, Fannie Mae, Freddie Mac, Deutsche Bank, GE Real Estate, Jones Lange LaSalle, JPMorgan Chase, Lincoln Financial Group, MetLife Inc., Morgan Stanley, PNC Bank, Prudential Financial Real Estate, Principal Financial Group Global Real Estate, SunTrust Bank, USAA, U.S. Bank and Wells Fargo.Mr. Northway is a member of the Mortgage Bankers Association and has spoken at multiple Mortgage Bankers Association, NAREIM, and American Credit Union Mortgage Association Annual Convention. He has published articles related to incentive plan design, regulatory issues and compensation trends in Mortgage Banking Magazine and ACUMA Pipeline newsletter.Prior to joining McLagan, Rob worked at Towers Perrin, Hewitt Associates Inc, and Principal Financial Group. He is located in the Stamford, CT office.

    Meredith Swartz Dante , Partner , Ballard Spahr LLP

    Meredith Swartz Dante is a Partner in Ballard Spahr’s Litigation Department and represents employers across industries including retail, consumer products, hospitality, financial services, technology, life sciences, health care, manufacturing, and higher education in a broad range of labor and employment disputes. She partners with clients to proactively identify issues and devise legal solutions that are specifically tailored to the client's workforce and business needs. She regularly advises clients in matters involving discrimination, whistleblower complaints and retaliation, wage and hour issues, reductions in force, restrictive covenants, the Family and Medical Leave Act (FMLA) and other leave laws, the Americans with Disabilities Act (ADA) and other accessibility issues, the Fair Credit Reporting Act and related state laws, and diversity and inclusion programs. She has experience conducting audits and internal investigations, as well as defending clients in single plaintiff, class, and collective actions across the spectrum of employment laws. She also advises both public and private employers on traditional labor issues, including union-organizing campaigns, collective bargaining, and unlawful picketing activity. In 2017, she was named a "Lawyer on the Fast Track" by The Legal Intelligencer and listed as one of the Philadelphia Business Journal's "25 Young Lawyers on the Rise."

    Jed Mayk , Partner , Hudson Cook, LLP

    Jed Mayk is a partner in the West Chester, Pennsylvania office of Hudson Cook, LLP and Chair of the firm’s Mortgage Lending and Servicing Practice Group. He concentrates his practice on state and federal regulatory compliance for the mortgage, home equity, and other consumer lending programs of depository institutions and licensed lenders. Jed counsels clients on TILA, RESPA and the other core mortgage banking laws and regulations, as well as on federal real estate lending and appraisal rules for depository institutions, OCC preemption, exportation and most favored lender issues.  Jed is the co-Editor in Chief of HouseLaw and a co-author of the RESPA/TIL Integrated Disclosures chapter of The Law of Truth in Lending.  

  • Residential: MSR Accounting and Hedging

    Location: Lone Star ABC


    Speaker(s)

    Jennifer Hannah , Audit Partner , Richey May & Co., LLP

    Mary Harrison , Partner , Ernst & Young LLP

    Jason Sandberg , Partner , Grant Thornton

    Henry Chavez , Senior Audit Manager , Spiegel Accountancy Corp

    Concurrent Session,

    Residential Track

    Read more Read less

    Marking newly originated mortgage servicing rights prior to capitalization is a constant challenge for MSR valuation managers, pipeline hedgers and accountants alike. Our panelists propose a paradigm shift in how this can be accomplished. Learn how to make decisions based on MSR retention, expected asset return, capital adequacy and liquidity constraints instead of upfront pricing comparison.

    Speaker(s)

    Jennifer Hannah , Audit Partner , Richey May & Co., LLP

    Jennifer joined Richey May in January 2012 and was promoted to Assurance Partner in 2014. Prior to joining Richey May, Jennifer worked with a large national accounting firm and in the finance department of a construction company, providing her with experience as both a client and a client-serving professional. Jennifer specializes in mortgage banking, real estate, nonprofits and 401(k) plans. She has authored a number of white papers for the mortgage banking industry and provides accounting updates for clients as well as for the firm. 

    Jennifer is focused on providing consulting advice to her clients, and she has experience in process improvement that has earned her much appreciation from many of the businesses Richey May serves. She has trained a number of clients and new entrants to the industry on hedging, mortgage servicing rights and other areas specific to mortgage banking. Jennifer enjoys staying current on industry news so she can provide clients with fresh insights.

    Mary Harrison , Partner , Ernst & Young LLP

    Mary is a partner in EY’s Banking and Capital Markets Practice in Dallas with thirteen years of experience serving a variety of publicly traded and private companies primarily in the financial services industry, with a special focus on consumer finance and mortgage banking.

    During her tenure at EY, Mary has led efforts on initial public offerings, public and private debt offerings, registration statements, complex financial instrument valuations, carve-out audits, and business combinations. Mary has significant experience with respect to the application of banking specific accounting pronouncements and auditing matters related to the valuation of mortgage servicing rights and related debt instruments, valuation of investment portfolios and other-than-temporary impairment considerations, the allowance for loan and lease losses, valuation of loans, repurchase reserves, servicing advance receivables and related reserves, and mortgage servicing revenue. Mary has extensive experience in commercial banking and mortgage banking accounting and compliance matters, SEC matters, and acquisition activity impacting clients she serves.

    Mary has experience in performing audits in accordance with the U.S. Department of Housing and Urban Development (HUD) audit guide (HUD Title II and Ginnie Mae Mortgage Backed Securities Issuer Programs) as well as Section 1122 Regulation AB (Reg AB) specific to mortgage platforms.

    Mary also co-leads the EY Mortgage Banking Network and co-leads the Firm’s Business of Accounting of Mortgage Banking class.

    Mary has served both public and private clients, including Nationstar Mortgage Holdings Inc., LegacyTexas Financial Group, Inc., Texas Capital Bancshares, Inc., B O K Financial Corporation, IBERIABANK Corporation, and Southwest Airlines.

    Mary has significant experience with Securities and Exchange Commission (SEC) quarterly and annual filings as well as application of Section 404 the Sarbanes-Oxley Act and Federal Deposit Insurance Corporation Improvement Act (FDICIA).

    Mary earned a Bachelor’s of Business Administration in Accounting and a Master’s of Science in Finance degree from Texas A&M University and is a Certified Public Accountant in Texas.  She is also a member of the American Institute of Certified Public Accountants (AICPA). 

    Jason Sandberg , Partner , Grant Thornton

    Jason Sandberg is the head of the Financial Services and Real Estate Practice for the Atlantic Coast Market Territory. 

    Jason has served as the Audit Partner on REITS and other real estate entities, financial institutions, asset managers, leasing companies and specialty lenders.  He has worked with companies completing initial public offerings, as well as private companies executing Rule 144(A) offerings and reverse mergers with SEC registrants.

    Previously, Jason spent five years in the firm’s National Professional Practice Director Group, specializing in complex accounting and auditing matters for Securities and Exchange Commission (SEC) registrant clients and large, complex private companies in the Financial Services and Real Estate industries. 

    Prior to joining Grant Thornton, Jason was an auditor with a global accounting firm.

    Jason has taught continuing education classes on accounting for and auditing of financial instruments, real estate acquisitions, allowance for losses on leases and loans and variable interest entities, and is active in training at Grant Thornton on a local and national basis.

    Jason has spoken at the University of Delaware on various topics including accounting, auditing and professional development. He is a Certified Public Accountant in the commonwealth of Pennsylvania, as well as a member of the American Institute of Certified Public Accountants, and the National Association of Real Estate Investment Trusts.  He also sits on the Finance Committee of the Mortgage Bankers Association, as well as the AICPA Task Force on CECL implementation.

    Jason is a graduate of the University of Delaware with a Bachelor’s of Science in Accounting. He also has an MBA from Temple University, with a concentration in International Business.

    Henry Chavez , Senior Audit Manager , Spiegel Accountancy Corp

    Henry Chavez works with growing organizations, serving as a strategic resource for their growth and success. In a public accounting career spanning over two decades, Henry has provided assurance and business consulting services to privately held businesses in the financial services, manufacturing and distribution, technology, and non-profit sectors.  Before joining Spiegel Accountancy Corp., Henry spent 15 years at PricewaterhouseCoopers (PwC), where he provided assurance services as a senior manager, with international clients in banking and manufacturing and distribution. His PwC experience included several years in South America working with various European and North American multi-national firms.  Henry graduated with a B.A. from the University of California, Santa Cruz, and an MBA from the University of California, Irvine. He is a licensed California CPA and a member of the American Institute of CPAs and the California Society of CPAs. Henry also serves on committees for the California Mortgage Bankers Association, has served as a speaker for the California Mortgage Bankers Association, and provides training courses on financial accounting and reporting issues to the mortgage industry.

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • CREF: Compensation Issues

    Location: Bowie ABC


    Speaker(s)

    Robert Northway , Partner & Head of Consumer Banking & Global RE Practice , McLagan

    Kevin Raynes , Director , McLagan

    Concurrent Session,

    CREF Track

    Read more Read less

    Mortgage bankers continue to face challenges as they strive to attract, hire and retain the best talent. Organizations need competitive compensation plans paired with other incentives that meet the requirements of a slew of new rules and regulations. Learn about compensation headaches from both a legal and business perspective, and possible solutions for your business.

    Speaker(s)

    Robert Northway , Partner & Head of Consumer Banking & Global RE Practice , McLagan

    Rob Northway, a Partner at McLagan is the Global Head Consumer Banking and Global Real Estate practices. Mr. Northway advises clients on the design of compensation programs, market-share and performance issues to better align the human capital strategy with business objectives. He oversees the annual compensation and performance benchmarking analysis for Consumer, Retail and Small Business Banking, Credit Cards, as well as Residential Mortgage Banking and Commercial Real Estate compensation surveys sponsored by the Mortgage Bankers Association (MBA). Mr Northway joined McLagan in 2004 and has extensive experience in plan design, performance benchmarking, and competitive assessment engagements focusing on executive and staff compensation programs for major U.S. and foreign institutions. His engagements include: Bank of America, Bank of Montreal, BNP Paribas, Capital One, CB Richard Ellis, Citigroup, Citizens Bank, Cushman & Wakefield, Fannie Mae, Freddie Mac, Deutsche Bank, GE Real Estate, Jones Lange LaSalle, JPMorgan Chase, Lincoln Financial Group, MetLife Inc., Morgan Stanley, PNC Bank, Prudential Financial Real Estate, Principal Financial Group Global Real Estate, SunTrust Bank, USAA, U.S. Bank and Wells Fargo.Mr. Northway is a member of the Mortgage Bankers Association and has spoken at multiple Mortgage Bankers Association, NAREIM, and American Credit Union Mortgage Association Annual Convention. He has published articles related to incentive plan design, regulatory issues and compensation trends in Mortgage Banking Magazine and ACUMA Pipeline newsletter.Prior to joining McLagan, Rob worked at Towers Perrin, Hewitt Associates Inc, and Principal Financial Group. He is located in the Stamford, CT office.

    Kevin Raynes , Director , McLagan

    Kevin Raynes is a Director in McLagan’s U.S. Banks team, specifically supporting the Corporate and Commercial Banking. Kevin is responsible for supporting relationships, advising clients, and managing McLagan’s compensation survey products across commercial lending businesses, Global Aviation Finance, Commercial Real Estate, Middle Market Leveraged Lending, and Equipment Leasing & Finance. Kevin’s areas of expertise include: competitive compensation (executive and broad-based) including custom reporting, peer group development and analysis / data interpretation, incentive plan review and design, market-competitive and cost-effective salary structure design.

    Kevin has contributed to industry events and initiatives including ELFA’s Human Capital Conference, ELFA’s Annual Convention, and articles in the ELT Magazine. Kevin serves as a relationship manager across many clients including global banks, national banks, U.S. regional banks, captive finance divisions of manufacturers, industry associations and independent specialty lenders (i.e. global aviation finance firms, independent equipment lessors, and independent middle market leveraged lenders).

    Kevin holds a B.A. in Mathematics from Gettysburg College. He is located in the Stamford, CT office.

  • Residential: Managing Through Metrics

    Location: Lone Star EF


    Speaker(s)

    Michael R. McFadden, CFA , Group Head , Alight Mortgage Solutions

    Tyler House, CPA , Manager of Advisory Services , Richey May & Co, LLP

    Jon Maynell , Vice President, Client Services , Black Knight Financial Services

    Concurrent Session,

    Residential Track

    Read more Read less

    Explore techniques to measure profitability across mortgage product, rate type and loan purpose. In addition, learn about common metrics and dashboards for tracking performance by employee, branch, origination channel and business unit, and how to tie these metrics into strategic planning and corporate goals.

    Speaker(s)

    Michael R. McFadden, CFA , Group Head , Alight Mortgage Solutions

    Mike McFadden is Group Head of Alight Mortgage Solutions, a SaaS company that provides cloud-based, enterprise-class financial forecasting solutions to mortgage banks and financial institutions. Mike provides strategic leadership across all aspects of the business including customer success, sales, product management, professional services and partnership growth strategies. Prior to Alight, he was Senior Vice President of Finance at Stonegate Mortgage where, as a senior member of the leadership team, he helped take the company public in 2013 and facilitated the recent sale to Home Point Financial. Alight Mortgage Solutions is a division of Alight, Inc.

    Tyler House, CPA , Manager of Advisory Services , Richey May & Co, LLP

    Tyler joined the Richey May team as an auditor in 2010 and currently serves as a manager in the firm’s Business Advisory Services practice. Tyler is responsible for managing the data analytics and business intelligence services offered to the firm’s mortgage banking clients, including the firm’s financial peer-to-peer benchmarking product, Richey May Select, and its other market data and analytics solutions. Tyler focuses on adding value to his clients by providing actionable analysis in the areas of financial performance, compensation, budgeting and market intelligence. Tyler’s expertise also includes pro forma projections, FNMA & NMLS MCR reporting, and chart of accounts design and consulting.

    Tyler grew up and attended college in Colorado. During his college career, Tyler played basketball as a Colorado Christian Cougar. Tyler is a passionate Coloradoan and currently resides in Denver with his wife and four children. When he is not in the office, he spends his time playing sports, cheering for the Broncos and climbing 14’ers, all while trying to keep up with his four boys.

    Jon Maynell , Vice President, Client Services , Black Knight Financial Services

    Jon Maynell is Vice President of Client Services at Denver-based Motivity Solutions. A mortgage industry veteran, Jon has spent more than 25 years in various roles throughout the industry. When loan origination systems emerged, he was on the front lines designing and selling a number of different platforms before becoming a successful loan officer with Watermark Financial Partners, the company that was the precursor to Motivity Solutions. During the downturn, Jon spent a few years as a congressional lobbyist before returning to the mortgage industry to become involved with Mortgage Business Intelligence (MBI). A frequent speaker at mortgage industry events, Jon continues to evangelize mortgage technology innovation, focusing on MBI and leveraging it to make lenders more successful.

  • Residential: Planning for Upcoming Accounting Changes: Revenue Recognition and Lease Accounting

    Location: Lone Star ABC


    Speaker(s)

    Mary Harrison , Partner , Ernst & Young LLP

    Brandon Coleman, CPA , Partner , Deloitte & Touche LLP

    Anastasia Traylor , Senior Manager , Deloitte & Touche LLP

    Concurrent Session,

    Residential Track

    Read more Read less

    The adoption of ASC 842 is approaching, and implementation issues continue to arise. Learn about these issues to date, and practical operational and technology strategies for adoption. Speakers utilize lessons learned from implementation projects for banks and mortgage companies, and share implementation challenges associated with FASB’s new standards.

    Speaker(s)

    Mary Harrison , Partner , Ernst & Young LLP

    Mary is a partner in EY’s Banking and Capital Markets Practice in Dallas with thirteen years of experience serving a variety of publicly traded and private companies primarily in the financial services industry, with a special focus on consumer finance and mortgage banking.

    During her tenure at EY, Mary has led efforts on initial public offerings, public and private debt offerings, registration statements, complex financial instrument valuations, carve-out audits, and business combinations. Mary has significant experience with respect to the application of banking specific accounting pronouncements and auditing matters related to the valuation of mortgage servicing rights and related debt instruments, valuation of investment portfolios and other-than-temporary impairment considerations, the allowance for loan and lease losses, valuation of loans, repurchase reserves, servicing advance receivables and related reserves, and mortgage servicing revenue. Mary has extensive experience in commercial banking and mortgage banking accounting and compliance matters, SEC matters, and acquisition activity impacting clients she serves.

    Mary has experience in performing audits in accordance with the U.S. Department of Housing and Urban Development (HUD) audit guide (HUD Title II and Ginnie Mae Mortgage Backed Securities Issuer Programs) as well as Section 1122 Regulation AB (Reg AB) specific to mortgage platforms.

    Mary also co-leads the EY Mortgage Banking Network and co-leads the Firm’s Business of Accounting of Mortgage Banking class.

    Mary has served both public and private clients, including Nationstar Mortgage Holdings Inc., LegacyTexas Financial Group, Inc., Texas Capital Bancshares, Inc., B O K Financial Corporation, IBERIABANK Corporation, and Southwest Airlines.

    Mary has significant experience with Securities and Exchange Commission (SEC) quarterly and annual filings as well as application of Section 404 the Sarbanes-Oxley Act and Federal Deposit Insurance Corporation Improvement Act (FDICIA).

    Mary earned a Bachelor’s of Business Administration in Accounting and a Master’s of Science in Finance degree from Texas A&M University and is a Certified Public Accountant in Texas.  She is also a member of the American Institute of Certified Public Accountants (AICPA). 

    Brandon Coleman, CPA , Partner , Deloitte & Touche LLP

    Brandon has more than 18 years of experience in the accounting and financing field, including years of Corporate experience within the banking and mortgage industry.  Brandon is the Chicago Partner in Charge of Accounting Services and the Senior Consultation Partner - Consolidation leader in Deloitte’s National Office, as well as one of the firm’s leading experts in securitization transactions.  Brandon authored the firm’s comprehensive guidance on Consolidation, A Roadmap to Identifying a Controlling Financial Interest.  In addition, Brandon specializes in the areas of leasing, financial instruments, mortgage servicing rights, and de-recognition. Prior to rejoining Deloitte in 2012, Brandon served as Deputy Controller and head of Accounting Policy in the Real Estate Lending division of Citigroup for 5 years, where he led multiple interpretation and implementation projects during a turbulent time in the mortgage industry. 

    Brandon has market eminence as a thought leader in areas of consolidation, securitizations, troubled debt restructurings and mortgage servicing rights and has been a frequent speaker on such topics.  Brandon served as the Chair of the Mortgage Banker’s Association (“MBA”) Financial Management Committee for two years, was nominated to the Residential Mortgage Servicing for the 21st Century Council, and was a Mortgage Banker’s Association Leadership and Contribution Recipient.  Brandon represented the MBA at the FASB roundtables during the deliberations of FAS 167 and FAS 166 on consolidation and securitization, respectively.

    Brandon is a member of the American Institute of Certified Public Accountants.  Brandon holds a B.A. in accounting from the University of Missouri – St. Louis and is a certified public accountant licensed to practice in Illinois and Missouri.

    Anastasia Traylor , Senior Manager , Deloitte & Touche LLP

     Anastasia Traylor is a Senior Manager in Deloitte Advisory’s Financial Risk, Transformation, and Restructuring (FRTR) practice, aligned with the Controllership Transformation solution.  She has 15 years of experience and expertise delivering value to clients through extensive technical U.S. GAAP and IFRS accounting, SEC reporting and controllership operational optimization expertise. A financial services industry (FSI) specialist as a result of twelve years in the industry, advising companies on identification and resolution of complex accounting issues, implementation of new accounting standards, remediation of deficiencies in controls over financial reporting, accounting & reporting process optimization, and timely and accurate filing of financial reports. In her role, Ms. Traylor works with large banks and multinationals advising on risk considerations and controls over financial reporting and controllership transformation

  • Refreshment Break in Exhibit Area

    Location: Lone Star Prefunction A

    Refreshment Break,

    Exhibit Hours

  • Best Practices for Interest Rate Lock Commitment (IRLC ) Unrealized Gain with Cost to Complete

    Location: Lone Star ABC


    Speaker(s)

    Felicia Kilger, CPA , Vice President Accounting Director , Umpqua Bank

    Andy Greer, CPA , Vice President Warehouse Lending , First Tennessee Bank

    Andy Schell, CPA/CFF, CMB , Managing Partner, , Mortgage Banking Solutions

    Santo Chiarelli, CPA , Audit Partner , ACS, LLP

    Read more Read less

    Hear a discussion of the Best Practices for the presentation of the IRLC Asset including the application of Cost to Complete to reduce the IRLC unrealized gain.  This session will include the history of the IRLC issue, the lack of definitive guidance from FASB, why an IRLC is neither a pure derivative nor actual WIP, and commentary on tax issues, financial statement issues and audit consideration. 

    Speaker(s)

    Felicia Kilger, CPA , Vice President Accounting Director , Umpqua Bank

    Felicia Kilger is Vice President Accounting Director at Umpqua Bank, the West Coast’s largest community bank.  She is responsible for all accounting and FP&A related to mortgage banking, including mortgage originations, servicing, incentives, vendor management, and investor reporting.  Felicia’s career in accounting spans over 25 years and includes experience as a college educator.  She is a CPA and holds an MBA degree.

    Andy Greer, CPA , Vice President Warehouse Lending , First Tennessee Bank

    Andy Greer is a CPA and Vice President for the Mortgage Warehouse Lending Group at First
    Tennessee Bank. He has been with First Tennessee since 2009. Andy received a Bachelors of
    Arts at Rhodes College, a Masters of Accounting at Rhodes College, and a Masters of
    International Business from the Grenoble Ecole de Management in Grenoble, France. He serves
    as an adjunct instructor at Rhodes College, where he teaches Financial Accounting and
    Managerial Accounting.

    Andy Schell, CPA/CFF, CMB , Managing Partner, , Mortgage Banking Solutions

    As Managing Partner of Mortgage Banking Solutions, MBS, Andy provides advisory services to depository mortgage lenders and independent mortgage lenders across the country.  He is known for his ability to turn "vision into reality" and "chaos into order" as he finds creative solutions to the challenges his clients face addressing Revenue Stability, Technology Enhancement, Financial Management and Workflow Efficiency.

    Andy holds multiple certifications as a CPA/CFF and a CMB, and he ran mortgage divisions at Bank of America. He teaches CPAs details about Mortgage Finance, and he holds bachelor’s and master’s degrees in business and is a doctoral candidate in business strategy. Andy is best known for his ability to listen-well and communicate complicated topics in an understandable manner which enhances his ability as an advisor in mortgage finance.

    Andy and his team at MBS help any mortgage lender improve profitability.

    www.MBS-team.com,  Andy@MBS-Team.com, 512-501-2812

    Santo Chiarelli, CPA , Audit Partner , ACS, LLP

    As the Accounting and Auditing Partner at ACS, Santo is in charge of ACS’s Mortgage Banking Services division. He has been providing accounting and auditing services to several industries, such as Mortgage Banking, Debt Servicing, Credit Card Collection, Construction Contracting, Cemetery Management and Asset Based Lenders.

    As founding partner of ACS, he began my professional career as an audit member of the New York CPA firms Yohalem, Gillman & Company LLP (now part of Anchin Block & Anchin) and Berenson, Berenson, Adler LLP (now part of CohnReznick).

    Previous to his work experience, I also served as an adjunct accounting professor at Wagner College in New York and at Fairleigh Dickinson Graduate School in New Jersey.

  • Residential/CREF Session: The Marketability of a Mortgage Company

    Location: Lone Star EF


    Speaker(s)

    John Cibinic , Partner , Beekman Advisors, Inc.

    Jim Cameron , Senior Partner , STRATMOR Group

    Concurrent Session,

    CREF Track,

    Residential Track

    Read more Read less

    You and your executive management may not want to sell your company or its assets, but you certainly want to understand its marketability. In this session, M&A experts explain the factors
    influencing perceived value and how you can go about getting a fair assessment of your company’s potential value. Is beauty really in the eye of the beholder or are there certain characteristics that most buyers find attractive, particularly in today’s mortgage environment?

    Speaker(s)

    John Cibinic , Partner , Beekman Advisors, Inc.

    John Cibinic is a Partner with Beekman Advisors and provides investment banking, transaction advisory and consulting services to real estate and real estate finance companies. He has been involved in over $3.3 billion in mergers and acquisitions, representing both buy side and sell side clients. His consulting services involve corporate evaluations, growth strategies, competitive intelligence, and investment performance reviews.  Earlier, John served in a variety of financial and strategic positions with Prudential Mortgage Capital Company, The WMF Group and CRI, Inc. after starting his career at Hyatt Hotels Corporation.  John holds both a Bachelors and Masters in Business Administration from The George Washington University (GWU), serves on the Advisory Board for the Center for Real Estate and Urban Analysis at GWU and is a member of the Beta Gamma Sigma business honor society and the Urban Land Institute. He also holds the Series 63 and Series 79 securities licenses.

    Jim Cameron , Senior Partner , STRATMOR Group

    Jim Cameron joined STRATMOR in March 1999.  During his time with the firm, Mr. Cameron has executed a broad range of assignments focused on benchmarking and performance measurement, strategic planning, production franchise valuation, merger and acquisition advisory services, ad hoc market surveys, financial reporting templates and litigation support.  Mr. Cameron also has lead responsibility with STRATMOR for the PGR:  MBA and STRATMOR Peer Group Roundtable benchmarking program and spends the bulk of his time apart from the PGR program on M&A buy-side and sell-side engagements.

    Based in Atlanta, Cameron graduated from the University of Notre Dame with a BBA in Business Administration with a concentration in Accountancy.  Cameron played varsity baseball for Notre Dame and is a member of the Monogram Club. 

  • Women's Networking Event

    Location: Bowie ABC


    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Marny Lifshen

    Read more Read less

    It is no surprise women have specific styles, priorities and experiences which affect the way we work.  Fortunately, many challenges can be successfully overcome by gaining insight and understanding into the specific and unique ways women interact, communicate and work, and by developing specific skills and strategies for adapting to these differences.  This presentation will certainly increase your productivity and efficiency, and decrease your stress and frustration.

    In her engaging, interactive & practical presentation, "Work it Out! Demystifying the Workplace Dynamic" Marny Lifshen will help attendees to:

    *Understand the different ways women build & manage relationships
    *Adjust communication style for the audience/situation
    *Find ways to connect with our male and female coworkers
    *Recognize common misperceptions and assumptions
    *Leverage innate strengths & learn from each other
    *Develop skills to manage challenging professional relationships and situations

    Schedule:

    5:00 pm - Networking Reception 
    5:30 pm - Speaker Presentation
    6:30 pm - Meet the Speaker/Book Signing

    Brought to you by mPower
    To learn more visit: mba.org/mpower

    Speaker(s)

    Marina Walsh , Vice President, Industry Analysis, Research and Economics , Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for over 18 years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports for Independent Mortgage Bankers, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys.

    In addition, Walsh conducts workshops and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in Mortgage Banking Magazine, National Mortgage News, American Banker, Mortgage News Daily, Inside Mortgage Finance, Servicing Management and MBA NewsLink. She represents MBA on the Mortgage Bankers Financial Reporting Form ("WebMB") committee, a consortium of representatives from Fannie Mae, Freddie Mac, Ginnie Mae and MBA.

    Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ. She holds a bachelor's degree from Cornell University and a Master of Public Administration degree from Columbia University.

    Marny Lifshen

    Marny Lifshen is an author, speaker and marketing communications consultant with more than 25 years of experience. She works with businesses and executives to develop brand awareness and credibility with key audiences, and to establish relationships with key influencers.

    Marny is the author of the award-winning Some Assembly Required: A Networking Guide for Women. The Second Edition was released in 2015. In 2009, Marny was named a winner of the Profiles in Power and Women of Influence Awards hosted by the Austin Business Journal. She is a nationally recognized expert on strategic networking, communication and personal branding.  She is a seasoned keynote speaker and workshop leader for corporate, association and university clients across the country. 

Wednesday, November 15, 2017

  • Continental Breakfast

    Location: Lone Star Prefunction A

    Breakfast

  • Exhibit Area Open

    Location: Lone Star Prefunction A

  • Registration

    Location: Lone Star Prefunction A

    Registration

  • CREF: Better, Faster, Cheaper

    Location: Bowie ABC


    Speaker(s)

    Anu Sachdeva , Senior Vice President & Global Service Line Leader, Commercial Lending & Leasing , Genpact

    Jeffrey Majewski , Executive Managing Director, Debt & Structured Finance , CBRE Capital Markets

    Mike Mills , Manager, Operations Transformation , Grant Thornton

    Concurrent Session,

    CREF Track

    Read more Read less

    During this session experts will review new technology to help with workfl ow, data gathering and analytics. Additionally there is a growing desire to cut costs, improve client experience and grow the business. Learn how to improve your business with technology, outsourcing and management change.

    Speaker(s)

    Anu Sachdeva , Senior Vice President & Global Service Line Leader, Commercial Lending & Leasing , Genpact

    Anu Sachdeva is an accomplished senior executive, leading banking and financial services client relationships for Genpact, globally.

    Anu has driven several strategic initiatives across commercial lending and commercial real estate businesses. Starting her career with GE Capital, she brings depth of experience across sales, operations management and lean six sigma transformation. With a strong customer focus, Anu advises commercial real estate lenders, investors & servicers on transformation initiatives to drive business outcomes such as time to close, cost to acquire, cost to serve and contract adherence through various levers such as target operating model design, technology simplification, digital and analytics.

    Anu currently leads Genpact’s commercial lending & commercial real estate businesses globally. Her responsibilities includes creating growth and cost impacting products and services. Anu has been with Genpact for the last six years and in her previous role within Genpact, she was client partner for GE Capital and managed the key relationship with GEMSA loan services, an erstwhile JV between CBRE & GE Real Estate, now wholly owned by CBRE, managing over $100 Billion of commercial real estate portfolio. Prior to joining Genpact, Anu was with GE Capital for fourteen years.  In her role at GE capital, she led risk and operations in commercial finance in India and the United States. 

    Anu has an MBA from Delhi University, India and a Bachelors degree in Science.

    Jeffrey Majewski , Executive Managing Director, Debt & Structured Finance , CBRE Capital Markets

    Jeff Majewski is the chief operating officer of CBRE Capital Markets, which combines the firm’s Debt & Structured Finance platform with its Investment Properties sales platform. Jeff has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, Agencies and Wall Street sources.

    Prior to returning to CBRE in 2012, Jeff was the executive managing director of Grubb & Ellis’ Capital Markets Group from 2010 - 2012.  During his 31 years of experience, Jeff has worked in every aspect of the commercial real estate finance business, from loan originations and servicing, asset management, and lender and client development, as well as the detailed day-to-day operations of running the business.  In addition, Jeff has extensive experience in mergers and acquisitions and the subsequent integration of the acquired operations.

    Jeff began his commercial real estate career while at Arthur Andersen, serving as an independent auditor for commercial and single-family home developers located in Houston, Texas. 

    Mike Mills , Manager, Operations Transformation , Grant Thornton

    Mike currently serves as a Manager in the Operations Transformation service line of Business Consulting & Technology, specializing in performance improvement, profitability growth, and operational process improvement projects. Mike combines his accounting experience and background with operational process knowledge to help bridge the gap between the Finance/Accounting function and daily operational business requirements.

    Since joining Grant Thornton, Mike has specialized in helping clients maximize their profitability through process improvement in areas such as the procure-to-pay cycle, operations, and the overall Finance/Accounting function, with a focus on identifying key areas of opportunity for process redesign and performance improvement.

    In addition to helping clients design strategies for maximizing profitability and improving the performance of their Finance/Accounting function, Mike has helped his clients execute their strategies, including interfacing with end users and business process owners to help ensure smooth change management.

    Prior to joining Grant Thornton, Mike served in a corporate accounting function for an oil & gas company overseeing financial close and reporting processes, month-end balance sheet reconciliations, and general ledger maintenance.

    Mike has served clients in the supply chain/distribution, retail, rental car/hospitality, banking, and oil & gas/energy industries (including both E&P and midstream), as well as a Sovereign Nation.

    Mike has obtained certifications as a Project Management Professional and Certified Internal Auditor.

  • Residential: Better, Faster, Cheaper - Cost Containment and Tech Advancements

    Location: Lone Star EF


    Speaker(s)

    Wanda Sheppard , Relationship Manager , Fannie Mae

    David Lipscomb, CPA , Senior Vice President Finance , Prosperity Home Mortgage, LLC

    Lisa Binkley , Senior Vice President-Business Development , National Credit-Reporting System, Inc.

    Brent Chandler , Founder & Chief Executive Officer , FormFree

    Christine Rhea , President/Chief Executive Officer , Mortgage Investors Group

    Concurrent Session,

    Residential Track

    Read more Read less

    No doubt, there are many factors leading to rise in costs for many lenders— lower volume compared to last year, new regulations and rules, loan officer turnover and competition for the best talent in both sales and fulfillment functions. What can be done to manage these costs? Will injecting technology into the mortgage transaction process optimize efficiency and curb costs? Hear from a panel of industry veterans as they discuss alternatives for managing rising costs in our industry. Learn about mortgage transaction tools, such as Day 1 Certainty, and if mortgage professionals are seeing cost savings from investments in technology.

    Speaker(s)

    Wanda Sheppard , Relationship Manager , Fannie Mae

    David Lipscomb, CPA , Senior Vice President Finance , Prosperity Home Mortgage, LLC

    David Lipscomb, CPA is the Senior Vice President of Finance, Controller and Corporate Officer for Prosperity Home Mortgage, LLC (PHM).  He joined PHM in June 2013 to design and implement the Accounting system and control environment for the company launch in January 2014.  He is responsible for all aspects for Finance, Accounting and Treasury (including Warehouse Line operations).  PHM is now one of the nation’s largest independent mortgage bankers.

    With over 20 years of experience focused in the residential finance industry, Lipscomb is a seasoned financial executive with industry leading experience encompassing financial & management reporting, analysis & planning and mortgage operations.  He joined PHM from Baron Cameron & Company, a boutique consulting firm to the mortgage industry which he founded and was CEO.  Previously, Lipscomb worked at KPMG, FNMA and Wells Fargo Home Mortgage in various financial roles of increasing responsibility. 

    Lipscomb is a Certified Public Accountant.  He earned his Bachelors of Business Administration with an Accounting major from Pacific Lutheran University in Tacoma, Washington and his Masters of Business Administration with a Finance & Real Estate concentration from California State University at Long Beach.

    Lisa Binkley , Senior Vice President-Business Development , National Credit-Reporting System, Inc.

    Lisa has a longstanding career in loan origination, underwriting, quality assurance, risk management, fraud prevention and verifications. Lisa is a mortgage process expert now involved in developing and implementing technology specific to financial services including mortgage. She was selected as member of the 2013 class of Housing Wire Magazine’s Most Influential Women in Mortgage.  She is the former chair for on the MBA Quality Assurance Leadership Council and former vice chair of the MBA Fraud and Ethics working group.

    Prior Experience

    Mercury Network, senior vice president business development

    Platinum Data Solutions, senior vice president implementations and client strategy

    Equifax, director of product solutions

    Rapid Reporting Verification Company, executive vice president

    Homecomings Financial, assistant vice president of quality control

    GMAC ResCap, assistant vice president, pre-funding, quality assurance

    MBA Quality Assurance Leadership Council, chair

    MBA Fraud and Ethics working group, vice chair 

    Brent Chandler , Founder & Chief Executive Officer , FormFree

    FormFree® was founded by Brent Chandler, a true visionary obsessed with making loans simpler and safer for everyone involved. A widely recognized innovator in mortgage and financial services technologies, Brent has nearly 25 years’ experience on the leading edge of trading, personal finance, wealth management and consumer financial services.

    Before creating AccountChek® by FormFree in 2007, Brent was part of the team that created the world’s first online trade while at CheckFree (acquired by Fiserv). He later led several startups in the online and algorithmic trading spaces with such companies as TAHO, Vhayu (acquired by Reuters) and Spectrum (acquired by Sanchez). Brent was instrumental in leading the “aggregation revolution” while at CashEdge, where he led sales and development of the CashEdge Wealth Management platform (acquired by Fiserv). He’s also held senior-level positions at Merrill Lynch and Fidelity.

    Today, FormFree is leading the digital evolution of lending. Its flagship app, AccountChek, is used by more than 1,000 lenders. It was the first asset verification service included in Fannie Mae's Day 1 Certainty™ initiative.

    Brent’s thought leadership and industry commentary has appeared in HousingWire, MortgageOrb, Scotsman Guide, National Mortgage News, TechCrunch, The MReport, MBA NewsLink, Mortgage Compliance Magazine, PROGRESS in Lending, National Mortgage Professional and Rob Chrisman’s influential industry news blog. He is a frequent speaker at industry trade shows and events and has consulted with regulatory agencies on providing a better borrower experience and reducing mortgage fraud.

    Brent was one of five mortgage technology innovators recognized by the Mortgage Bankers Association (MBA) as a 2017 MBA Tech All-Star. He was also a 2016 recipient of HousingWire's HW Vanguard Award™.

    Under Brent's leadership, AccountChek by FormFree received Mortgage Technology's 2013 Fix-It Award. The asset verification app was also named one of PROGRESS in Lending's Top Innovations of 2014 and was voted among the "Best in Show" at 2016's Digital Mortgage conference. FormFree was named one of American Banker magazine's Top 10 Tech Companies to Watch in 2015 and has been featured in HousingWire's TECH100™ list of the industry's most innovative tech firms since 2014, when the company also won a special category prize for most unique solution.

    Brent received his B.S. in Mathematics/Computer Sciences from Southern Illinois University and served honorably for six years in the United States Marine Corps, where he managed a Tactical Air Command and Control Center. He serves on the advisory board of Jawdrop, is a member of FourAthens Tech Incubator and is an active mentor for Georgia’s Terry College of Business Entrepreneurship Program. He also serves on the board of directors for the American Red Cross of Northeast Georgia.

    Brent lives in Athens, Georgia, with his wife, Amy, and two sons.

    Christine Rhea , President/Chief Executive Officer , Mortgage Investors Group

    Christine C. Rhea is President and CEO of Mortgage Investors Group of Tennessee. Christine co-founded the company in 1989 with a clear focus on serving the customer and the community.  Under her leadership Mortgage Investors Group has expanded from 7 employees to over 375 statewide.   MIG is now the leading independent mortgage lender in Tennessee, with 24 branches across the state.  MIG is an approved seller/server with both Fannie Mae and Freddie Mac, approved lender with USDA, direct endorsement FHA lender as well as VA LAPP lender.   At its core MIG focuses on purchase business and developing relationships with Realtors, builders, borrowers and other industry partners.    MIG has been ranked #1 lender in Tennessee since 2014, #1 Lender for Tennessee Housing Development Agency for the last 13 years and USDA #1 lender in the state for the last 3 years.  MIG has been a member of MBA since 1997. 

  • Residential: Modeling for “Lifetime Expected Loss:” CECL

    Location: Lone Star ABC


    Speaker(s)

    Carrie Kennedy , Partner , Moss Adams, LLP

    Jonathan Prejean , Managing Director , Deloitte

    Matthew Streadbeck , Partner-Banking & Capital Markets , Ernst & Young LLP

    Concurrent Session,

    Residential Track

    Read more Read less

    FASB’s new CECL model will fundamentally change how depository institutions calculate loan loss reserves— moving from an “incurred loss” model to a “lifetime expected loss” model. However, not all performing assets are equal under the lifetime expected loss model. This session gives mortgage bankers a better understanding of the impact CECL will have on their balance sheet, how to model for lifetime expected loss, and best practices for implementing processes and technology that ensure CECL-compliance.

    Speaker(s)

    Carrie Kennedy , Partner , Moss Adams, LLP

    Carrie has been in public accounting since 1997 and specializes in serving financial institutions including community banks, de novo institutions, credit unions, and mortgage banking companies. She is proficient with financial and operational audits with related recommendations for cost savings and efficiency improvements and has experience with SEC filings and registration statements, start-up banks, and merger and acquisition consulting, HUD reporting, Sarbanes Oxley and FDICIA control testing, fieldwork, and report preparation. Carrie is actively involved in the firm’s Financial Services Group and is a frequent speaker at industry associations, Moss Adams’ annual Banking Conference, and has also authored articles for MA Now and industry publications.

    Jonathan Prejean , Managing Director , Deloitte

    Jonathan is a Managing Director focused on providing advisory, accounting consultation and audit support services relating to our clients’ capital markets transacting activities and related accounting, risk management and process/control issues. He has technical expertise in accounting for complex equity and debt transaction, derivatives, loans, securitization, mortgage servicing rights, structured finance, and consolidation. He follows standard setting activities related to FASB’s financial instruments projects and consolidation. Jonathan also co-leads the development of Deloitte solutions for the FASB’s current expected credit loss (CECL) model. Jonathan has 18 years of experience, 13 in public accounting, serving a variety of client types, primarily those in the financial services industry. In addition to public accounting Jonathan participated in an accounting fellowship within the U.S. Treasury’s Office of Financial Stability, which oversaw the Trouble Asset Relief Program (TARP).

    Matthew Streadbeck , Partner-Banking & Capital Markets , Ernst & Young LLP

    Matt is an EY Banking and Capital Markets (BCM) partner.  Nationally he co-leads EY’s Mortgage Banking Network. 

    Matt has over sixteen (17) years of experience auditing residential mortgage lenders and servicers, Real Estate Investment Trusts (REIT), and insured depository institutions. 

    Matt has significant experience with the application of banking specific accounting pronouncements; he has knowledge of addressing financial accounting and auditing matters related to the allowance for loan losses (ALL), servicing revenue and advances, valuation of loans, loan repurchase reserves and guarantee obligations, other-than-temporary impairment (OTTI) considerations related to securities portfolios, and valuation of beneficial interests retained from securitizations including mortgage servicing rights (MSRs).

    Matt has significant experience in performing audits in accordance with the U.S. Department of Housing and Urban Development (HUD) audit guide (HUD Title II and Ginnie Mae Mortgage Backed Securities Issuer Programs) as well as Section 1122 Regulation AB (Reg AB).  Matt also performs SOC1 (Service Organization Control Reports) for some of the nation’s largest residential mortgage servicers.  

    Matt has significant experience with Securities and Exchange Commission (SEC) quarterly and annual filings as well as application of Section 404 the Sarbanes-Oxley Act and Federal Deposit Insurance Corporation Improvement Act (FDICIA).

  • Refreshment Break

    Location: Lone Star Prefunction A

    Refreshment Break

  • CREF: Hear from Peers

    Location: Bowie ABC


    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Concurrent Session,

    CREF Track

    Read more Read less

    Don't miss our annual roundtable discussion and your chance to ask your peers how they are addressing common challenges and opportunities.

    Speaker(s)

    Jamie Woodwell , Vice President, Research & Economics , Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell joined MBA in 2004 from Fannie Mae's multifamily group, where he was responsible for multifamily data initiatives. He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.

    Woodwell received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island. He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

  • Residential: Money Well Spent - Controlling Risk & Avoiding Catastrophe

    Location: Lone Star EF


    Speaker(s)

    Mitchel H. Kider , Managing Partner , Weiner Brodsky Kider PC

    Jack Konyk , Executive Director, Government Affairs , Weiner Brodsky Kider PC

    Read more Read less

    We’ve all seen that having compliance problems in today’s hyper-sensitive mortgage world can be more than just embarrassing – it can be financially ruinous.  Beyond just the significant monetary burden of fines and restitution, the costs of internal business disruption caused by efforts to respond to examinations and litigation, together with lost business opportunities coming from reputational damage, can be devastating.  In this session, experts who have helped numerous companies through real-world challenges will share their observations on topics including: how to properly assess the total potential risk of a compliance lapse – to include both hard costs as well as internal costs, and possible impacts on future solvency and M&A opportunities; considering the value of spending money on robust compliance management as an investment rather than just an expense; how to properly pair technology with process to achieve maximum benefit; and how the big-picture focus of the CFO must reach beyond the narrow focus of the accountant to effectively counsel management in the wise allocation of resources.

    Speaker(s)

    Mitchel H. Kider , Managing Partner , Weiner Brodsky Kider PC

    Mitchel H. Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers.  In his 35 years as a practicing attorney, Mitch has represented banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters.  He represents clients in investigative and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Veterans Affairs, Department of Justice, Federal Trade Commission, Ginnie Mae, Fannie Mae, Freddie Mac, and various state and local regulatory authorities and Attorneys General offices.  Mitch speaks frequently on regulatory and litigation matters before trade associations and other industry groups.  He is a Fellow of the American College of Consumer Financial Services Lawyers, and a Faculty Fellow of the Mortgage Bankers Association.  Mitch is the author of six books pertaining to residential mortgage finance and also has written numerous law review and real estate journal articles on the subject.  His most recent books are Consumer Protection and Mortgage Regulation Under Dodd-Frank (West/Thomson Reuters 2017) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2016-2017).

    Jack Konyk , Executive Director, Government Affairs , Weiner Brodsky Kider PC

    Jack has over four decades of experience in a wide array of positions in consumer banking and lending, concentrated in all aspects of mortgage finance, as well as senior positions in regulatory compliance, enterprise risk management, and public and government affairs management at a variety of institutions including National City/PNC Mortgage, and Mellon Bank.  Jack is active in industry trade associations, a frequent speaker at conferences across the country, and a prominent voice for the industry with legislators and regulators at all levels of government.  He is a past member of the MBA’s Board of Directors, is active on numerous MBA committees and has held leadership positions on many.  Jack is also Chairman of the American Association of Residential Mortgage Regulators (AARMR) Industry Advisory Council, and has had significant involvement with the Financial Services Roundtable’s Housing Policy Council and the ABA’s Mortgage Markets committee.  He now serves in an advisory and consulting capacity, as Executive Director of Government Affairs at Washington DC-based Weiner Brodsky Kider PC, one of the nation's leading financial services law firms.

  • Closing Super Session: Career Building Strategies for Mortgage Finance Professionals (Closed to Media)

    Location: Lone Star EF


    Speaker(s)

    Brad Hollingsworth, Sr. , Chairman , Corporate Management Advisors

    Glen Esnard , President , 20/20 Foresight

    Pete Taglia, CMB, AMP, CPA, CGMA , Senior Vice President , FTN Financial Capital Assets Corporation

    General Session,

    CREF Track,

    Residential Track

    Read more Read less

    Wrap-up this year's accounting conference with tips to help your professional development! 

    Our Closing Super Session, facilitated by expert recruiters, provides an open forum to discuss:

    *Paths to advancement and recruitment, including cross-training

    *Typical skills and backgrounds of senior mortgage finance professionals

    *Expectations for compensation and benefits

    *Areas of greatest demand and specific credentials sought

    *Benefits of diversity and inclusion in the workplace

    Stay to the end to hear what employers are looking for in real estate finance professionals, both residential and CREF!

    Speaker(s)

    Brad Hollingsworth, Sr. , Chairman , Corporate Management Advisors

    Brad Hollingsworth is the Founder and Chairman of Corporate Management Advisors (CMA), launched in 1984. Under his leadership, CMA has grown to become one of the nation’s leading and most respected executive search firms. Initially, the company specialized in executive recruitment for the financial services industry. Over the years, CMA has broadened its reach to include other industries, including Mortgage Banking, Real Estate, Investment Banking, Settlement Services and Insurance. Since its inception, the company has placed over 7,600 executives and has come to be known as the “Industry Leader” in building profitable enterprises through partnership with an executive search firm.

    In 1999, Brad led the formation of two affiliate companies, whose services complement those of CMA. CMA Solutions Group offers effective, hands-on management, and operational strategy development and implementation. International Management Advisors (IMA) provides a broad range of business continuity management, including executive search internationally.

    A key to CMA’s success has been its commitment to building long-term client relationships. A belief in anticipating the needs of clients and exceeding their expectations with exceptional service and cutting-edge solutions has served as the foundation of CMA throughout its history. The vision for the future is to continue to help clients achieve peak performance, maintain leadership positions, and reach and sustain maximum profitability. A veteran of the financial services industry with experience in both corporate banking and manufacturing, Brad understands how to build companies and drive profitability. Before establishing Corporate Management Advisors, he held a variety of banking positions and served in management within one of Florida’s largest bank holding companies.

    With thousands of searches for hundreds of companies both domestically and internationally, CMA has proven that hiring high-caliber and talented executives can make the difference. CMA has maintained long-term relationships with a number of multinational corporations and industry leaders that have led many to proclaim, “CMA sets the standard for executive search.”

    When your company has the right search relationship, that search firm is truly a partner; and as a partner, it is interested in the ultimate success of the corporation and its people. That may require the search firm to work on many critical needs and not just executive positions. Brad’s commitment to being the best partner no matter what the search sets the tone for CMA and its proven longevity in the industry it serves.

    Brad received his Bachelor of Arts degree in Business Administration from the University of Central Florida. His professional memberships include the Mortgage Bankers Association and the Real Estate Services Providers Council. He is also involved in several local organizations’ Board of Directors and Annunciation Catholic Church. He resides in Longwood, Florida, with his wife, Mary Jane, whom he married in 1983. They have three grown children and a granddaughter and grandson.

    Glen Esnard , President , 20/20 Foresight

    Glen Esnard ia a Senior Director at 20-20 Foresight and is responsible for delivering executive recruiting and executive level career coaching and guidance for select clients in the real estate and services sectors.

    Prior to joining 20-20 Foresight, Glen held senior leadership roles with CBRE, Colliers International and Grubb & Ellis, most recently as president of capital markets. 

    Glen received a Master of Science in Learning and Organizational Change and a Graduate Certificate in Organizational and Leadership Coaching, both from Northwestern University and a Bachelor of Science, Business Marketing & Finance from the University of Southern California.  

    Pete Taglia, CMB, AMP, CPA, CGMA , Senior Vice President , FTN Financial Capital Assets Corporation

    Mr. Taglia is Senior Vice President of FTN Financial Capital Assets Corporation, a subsidiary of First Tennessee Bank, concentrating on loan sale / securitization strategies, asset backed structuring, and portfolio analysis. His duties include client support for mortgage banking issues, with an emphasis on hedging and risk management. Previously, Mr. Taglia was the division manager of the Home Loan Center for Northern Trust Company, Chicago, where he was responsible for all mortgage operations. Additionally, in an administrative capacity, Mr. Taglia was President and CEO of NT Mortgage Holdings LLC and NTG Services LLC, both wholly owned subsidiaries of Northern. Prior to Northern Trust, Mr. Taglia was Senior Vice President of First Chicago Mortgage Services, an affiliate of the First National Bank of Chicago (Bank One). He directed all areas of secondary marketing and development of corporate strategy for the firm’s pricing, hedging, and loan sales. He began his career with Coopers & Lybrand (PriceWaterhouseCoopers).
    Mr. Taglia, who has over 40 years of mortgage banking experience, is a faculty Fellow for the MBA and received that organization's Master Faculty Award in 1998. He is also a prior senior faculty member for the Freddie Mac School of Mortgage Finance and previously served as a member of the Illinois Residential Mortgage Board (State of Illinois - Office of Commissioner of Residential Finance), Fannie Mae’s Midwest Marketing Advisory Council, Chair of Alltel’s Secondary Functional Advisory Committee, Freddie Mac’s Midanet Advisory Board, GMAC / RFC’s Eastern Advisory Council, and was the mortgage banking representative on MCAP (Federal Reserve Bank of Chicago). Mr. Taglia has authored several articles for Secondary Marketing Executive, Futures Magazine, Futures Industry, and the Chicago Board of Trade.
    Pete graduated from the University of Illinois (BS, Accounting, 1969, Chicago), and became a CPA in 1971. He has participated in the London Business School's MBA Graduate Shadowing Program and is also a 1994 MBA Graduate from the School of Mortgage Banking (Mortgage Bankers Association of America), for which he achieved his CMB designation in 1995.

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