MBA's Accounting & Financial Management Conference 2019

Session Detail

Refine By

Session Type

Start Date

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.

1 results
Download Agenda Editable Agenda View Full Agenda

Tuesday, November 19, 2019

  • Ask the Auditors (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Steve J. Robertson, Partner, PwC

    Dave Antonson, CPA, Senior Manager, Financial Services, RSM

    Jeff Majewski, Executive Managing Director, CBRE

    Breakout Session,

    CREF Track

    Straight from the horses’ mouths, get auditors’ perspectives on what today’s key accounting and financial management issues are for commercial and multifamily mortgage finance firms

    Speaker(s)

    Steve J. Robertson, Partner, PwC

    Steve Robertson is a Partner in PwC’s Financial Services practice. Steve provides mortgage asset valuation and risk management advisory services to various commercial and consumer finance companies, bank affiliated mortgage companies, and government agencies including commercial real estate, multifamily, and residential mortgage originators and servicers. Steve supports some of PwC’s largest Financial Services audit clients by auditing model-based critical accounting estimates including valuation of commercial / multifamily / residential mortgage servicing assets, whole loans, and allowance for loan losses. His experience with mortgage servicing assets includes a wide range of Fannie Mae, Freddie Mac, FHA, VA, CMBS, Life Insurance Company, and private investor programs.  Steve has led several digital labor initiatives, including piloting the use of robotic process automation for operational processes and audit procedures.

    Steve earned a BBA in Accounting and Finance from the University of Wisconsin, a MBA in Finance from the University of Maryland, and a MS in Operations Research from the University of Maryland.

    Dave Antonson, CPA, Senior Manager, Financial Services, RSM

    Dave Antonson is a financial service professional aligned with the assurance practice at RSM US LLP.  Dave is a senior manager with 19 years of experience in mortgage banking, financial institutions and real estate investment funds. He works with clients across the mortgage banking industry as his clients include commercial, forward and reverse mortgage companies.

    Dave primarily serves his clients with financial statement and compliance audits along with consulting on accounting matters. His mortgage banking specializations include FHA and Ginnie Mae audits as well as Regulation AB, USAP and MERS examinations.

    Jeff Majewski, Executive Managing Director, CBRE

    Mr. Majewski is the Chief Operating Officer of the Debt & Structured Finance group within CBRE Capital Markets.  Mr. Majewski has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, Agencies and Wall Street sources.

    Prior to returning to CBRE, Mr. Majewski was the Executive Managing Director of Grubb & Ellis’ Capital Markets Group.  During his 27 years of experience, Jeff has worked in every aspect of the commercial real estate finance business, from loan originations to loan 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.

Thanks to Our 2019 Sponsors

Platinum

Gold

Silver

Bronze

Host