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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Thursday, November 21, 2019

  • Pipeline Management and Hedge Accounting

    Location: Marina Ballroom E


    Speaker(s)

    Phil Rasori, Chief Operating Officer and Head Trader, Mortgage Capital Trading, Inc. (MCT)

    Jennifer Hannah, AMP, Partner, Richey May

    Mark Wilson, Managing Partner, CWDL

    Breakout Session,

    Residential Track

    In a competitive mortgage market where every dollar counts, mortgage companies that are trading loans on a mandatory and/or best efforts basis need to be aware of optimal accounting and prudent pipeline management practices.  This session will address leverage, investment horizon, business strategy, risk policies, target hedge ratios, and financial statement accuracy and transparency.  What’s more, we’ll cover how hedging needs and objectives differ between different institutions (depository banks, REITs and IMBs).

    Speaker(s)

    Phil Rasori, Chief Operating Officer and Head Trader, Mortgage Capital Trading, Inc. (MCT)

    Jennifer Hannah, AMP, Partner, Richey May

    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.

    Mark Wilson, Managing Partner, CWDL

    Mark Wilson, CPA is an entrepreneur and the founder of CWDL, Certified Public Accountants a rapidly growing assurance, tax, and entrepreneurial services firm headquarter in San Diego, CA. He is the Managing Partner of the firm and is responsible for the vision and direction of the practice as well as the overall management. Mark and his team are passionate about helping entrepreneurs realize their goals. Often, this is accomplished by developing key performance indicators (KPIs), tax planning, and providing a clear understanding of business results. Prior to starting the CWDL, CPAs he found and sold GEMC, a privately held independent mortgage bank located in San Diego, CA. In addition, he has served as a CFO for multiple financial service firms, participated raising capital and M&A transactions. Mark’s background as an entrepreneur and CFO provides him with a unique “client sided” perspective that has been proven valuable throughout his twenty (20+) year public accounting career.

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