MBA's Accounting & Financial Management Conference 2019

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Wednesday, November 20, 2019

  • CECL: The CREF Specifics

    Location: Marina Ballroom D


    James Warner, Senior Vice President & Controller, Walker & Dunlop

    Steve J. Robertson, Partner, PwC

    Breakout Session,

    CREF Track

    The ways commercial and multifamily mortgage lenders account for (potential) credit losses is changing, impacting both the economics and the operations of the business.  This session will dive into CECL questions specific to commercial and multifamily mortgage banking firms, from modeling and managing the process to an assessment of who is doing what.


    James Warner, Senior Vice President & Controller, Walker & Dunlop

    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.

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