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

  • Financing and Balance Sheet Strategies for Non-Depository Institutions

    Location: Marina Ballroom E


    Speaker(s)

    Kenneth D. Logan, CMB, EVP, Head of Residential Finance, Bank of Hope

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

    Debbie Johnson, Executive Vice President and Chief Financial Officer, Evergreen Home Loans

    Tom Connally, Senior Vice President, Financial Institutions Group, Capital One

    Breakout Session,

    Residential Track

    A group of mortgage finance veterans discuss the internal and external forces affecting access to capital and financing decisions for non-depositories.   Discussion centers around the common sources of financing for non-depositories and the trade-offs between equity vs. debt financing.   They will answer: How do companies achieve the “right” balance and diversification of funding sources to better ensure adequate liquidity and a strong balance sheet?  What happens when the more favorable mortgage market conditions of 2019 reverse?  And, are non-depositories poised to handle stress scenarios, when financing is harder to come by?

    Speaker(s)

    Kenneth D. Logan, CMB, EVP, Head of Residential Finance, Bank of Hope

    Ken Logan is now the EVP, Head of Residential Finance for Bank of Hope, a $16 Billion Publicly traded bank.  His portfolio of responsibilities includes oversight of all the bank’s residential lending related activities, including the origination, whole loan purchase and servicing businesses, the warehouse lending group, and the bank’s residential property backed mortgage loan portfolio. Mr. Logan previously served as Founder and Head of Wells Fargo’s Mortgage Banker Finance Group from May, 2007 – June 2019.  That group focuses on providing warehouse lines and structured lending facilities backed by various forms of residential mortgage assets to mortgage bankers and investors nationally.

    He has nearly 35 years of experience in many facets of the banking, mortgage and investment banking industries, including warehouse lending, correspondent, non-prime, M&A advisory and expert witness 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, Ken is a Cherokee County Firefighter/EMT and Chef of the Search & Rescue Special Operations team for 18 years.  He is also regularly involved with several different mission activities, primarily in Haiti.

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

    David Lipscomb, CPA is the Senior Vice President of Finance for Prosperity Home Mortgage, LLC (PHM) and is responsible for all Accounting, Finance and Treasury activities.  PHM is owned by Long & Foster Companies which is owned by Home Services of America, a business unit of Berkshire Hathaway, Inc.  He joined PHM in 2013 from Baron Cameron & Company, a boutique consulting firm to the mortgage industry which he founded and was CEO.  Previously, he 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 BBA with an Accounting major from Pacific Lutheran University in Tacoma, Washington and his MBA from California State University at Long Beach. 

    Debbie Johnson, Executive Vice President and Chief Financial Officer, Evergreen Home Loans

    As chief financial officer, Debra Johnson brings more than 25 years of financial services experience to Evergreen Home Loans. A well-known leader in the mortgage and banking community, Debra strengthens our culture and commitment to providing affordable lending solutions for our customers. A board member of the Coal Creek Family YMCA, Debra holds a bachelor’s degree in accounting and finance from Western Washington University and a graduate-level degree from Pacific Coast Banking School.

     

     

     

    Tom Connally, Senior Vice President, Financial Institutions Group, Capital One

    Tom joined Capital One earlier this year to help launch the residential mortgage warehouse lending business inside of its corporate bank.  Tom is a seasoned corporate banker and leader having spent much of the past 30 years in client facing positions and managing sales teams with First Chicago, Bank One, Washington Mutual and Associated Bank prior to joining Capital One, all in Chicago.  Tom received his BBA from The University of Massachusetts in accounting and started his career with Arthur Andersen in Boston.  Tom subsequently earned his MBA from The University of Michigan and MS in financial markets and trading from the Illinois Institute of Technology.

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