MBA's Accounting & Financial Management Conference 2019

Session Detail

The schedule below is subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.

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Wednesday, November 20, 2019

  • Improving Company Performance through Reporting and Analytics

    Location: Marina Ballroom E


    Speaker(s)

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

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    Quinn Brown, Chief Financial Officer, Axia Home Loans

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

    Breakout Session,

    Residential Track

    Finance managers with their boots on the ground will discuss and debate ways to improve operational and financial reporting and analysis.  They will discuss their approaches to reporting and analysis, including the specific metrics that they use and on what frequency (key takeaway - more data and more often isn’t necessarily better).  Their viewpoints on communicating results to various business units will be shared as well.  The end goal:  to ensure companies can quickly adjust to changing market conditions and have the capabilities to make longer-term strategic decisions. 

    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 financial analysis related to mortgage banking, including mortgage originations, servicing, incentives, forecasting, reporting and vendor management.  She is a CPA and holds an MBA degree.  Felicia’s career in accounting spans over 25 years and includes work as a college educator and community volunteer.

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    Prateek joined American Pacific Mortgage in 2017 as Chief Financial Officer. With nearly 20 years of experience in the mortgage banking industry, Prateek has substantial expertise in debt and equity capital raising, M&A activity and overall corporate finance. Prateek has been a featured speaker at several MBA conferences on topics ranging from maximizing profitability and how to create sustainable operations through technology, and software automation. Prateek oversees all areas of finance, accounting, treasury and payroll. He works with senior leadership to serve as a valuable strategic partner to APM and all of its branches to grow APM’s lending platform. People and culture, even in a finance setting, are the most important ingredients for success to Prateek. Prior to joining APM, Prateek was the CFO at Skyline Financial, and led the spinout of Cloudvirga to deliver on the promise of the digital mortgage. He was recently recognized as the 40 most influential mortgage professionals under 40. Prateek grew up in Burbank, California and did his undergraduate at UCLA and his MBA at Pepperdine University.

    Quinn Brown, Chief Financial Officer, Axia Home Loans

    Quinn Brown has been in the Banking and Financial sector for over 35 years. First working in traditional Banking and moving into the Mortgage arena in the early 2000s. She has been involved in the planning and execution of numerous acquisitions and system integrations, joining Axia Home Loans when the company first opened it’s doors in 2007. In addition to her role as Chief Financial Officer she also serves on the Axia Leadership Team and Board of Directors.  Axia became a 100% Employee Owned Company in 2016.

    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 close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums 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 all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences.  Walsh was named to HousingWire's "2016 Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate.  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.

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