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

  • Financial Management and Accounting - Unplugged: Session 2

    Location: Marina Ballroom E


    Speaker(s)

    Brandon Craig, KPMG

    Lisa J. Haynes, Senior Vice President, Chief Financial Officer, and Chief Diversity and Inclusion Officer, Mortgage Bankers Association

    Carrie Kennedy, CPA, Partner, Moss Adams

    Christopher Boyles, CPA, Partner, Credit Risk, KPMG

    Kadidia Traore, Senior Audit Manager, Spiegel Accounting

    Breakout Session,

    Residential Track

    As a continuation of Unplugged Session I, Session II offers an additional four topics of discussion. Choose between one of the topics listed below and find your table to collaborate with peers in a smaller group setting. Guided by a facilitator, you will brainstorm issues and share experiences. In the last half of the session, a representative from each group will provide a 5 minute summary of your findings and solutions. This think tank session will serve to identify common challenges as well as solutions for you, your company, and our industry as a whole.

    Session 2 Round Table Topics:

    Taxation Issues 
    CECL Issues
    Interest Rate Lock Commitments
    Building a Successful Team – Attracting and Retaining Top Talent

    Speaker(s)

    Brandon Craig, KPMG

    Lisa J. Haynes, Senior Vice President, Chief Financial Officer, and Chief Diversity and Inclusion Officer, Mortgage Bankers Association

    Lisa J. Haynes is Senior Vice President, Chief Financial Officer, and Chief Diversity and Inclusion Officer for the Mortgage Bankers Association (MBA). As the Chief Financial Officer, Haynes is responsible for accounting and financial functions, including setting the policies, procedures, strategies and practices of MBA, as well as overseeing the Association's assets . She also works to ensure future financial stability for MBA through strategic planning and forecasting.  With over 30 years of experience in the fields of finance and accounting, Haynes brings a wealth of knowledge to the CFO position. Prior to joining MBA, Haynes worked for Fannie Mae and served the company in several positions including Vice President of Financial Planning & Analysis,  Vice President for Finance Transformation, and Vice President for Operational Accounting, where she led a team of 45 professionals responsible for the management of single and multifamily loans worth approximately $3 trillion. 

    Haynes has also been named as MBA's Chief Diversity and Inclusion Officer. In this role, she serves as an executive-level strategist partnering with the leaders of MBA's diversity and inclusion initiatives to promote a comprehensive strategy that fosters a culture of diversity and inclusion within the real estate finance industry. In addition to working with Human Resources, Lisa develops and implements plans, programs, and activities that educate and engage employees on the value of diversity and the critical importance of inclusion. Before her work at Fannie Mae, Haynes established and grew her own consulting practice in Massachusetts. Her practice specialized in financial consulting services for nonprofits and small businesses. Haynes was also the Senior Associate Controller and Director for John Hancock Financial Services, Inc. in Boston where she led the SEC and Management Reporting team during the company's demutualization in 2000. 

    Haynes holds a Master of Business Administration from the Boston University Graduate School of Management, Bachelor of Science in Accounting from Bentley College, and is certified as a public accountant in the state of Virginia.

    Carrie Kennedy, CPA, Partner, Moss Adams

    Carrie has been in public accounting since 1997 and specializes in serving financial services companies including independent mortgage banks, community banks, credit unions, hedge funds, and asset managers. She is responsible for financial statement and operational audits and consulting engagements. Carrie is actively involved in the firm’s Financial Services Group and is a frequent speaker at industry associations and has also authored articles for MA Now and industry publications.

    Christopher Boyles, CPA, Partner, Credit Risk, KPMG

    Christopher Boyles is a managing director in KPMG’s Risk Analytics practice with more than 20 years banking and finance experience. He has a strong background in corporate accounting, financial instrument valuation, accounting policy, and financial reporting. Prior to KPMG Christopher was a member in Fannie Mae, SunTrust and Countrywide’s accounting departments. Additionally, Christopher is a licensed CPA in California and Virginia.  Christopher has substantial experience leading and coordinating large scale accounting and finance engagements on subject areas including accounting operations, regulatory reporting, project management, interest rate risk management, complex financial instrument valuation, and debt and derivatives accounting. He also has extensive experience with internal controls design, implementation, documentation, and testing. He is a CPA, licensed in both California and Virginia, holds a BA from the University of North Florida and an MBA from California State University, Northridge, and is a Member of AICPA.

    Kadidia Traore, Senior Audit Manager, Spiegel Accounting

    Kadidia has over 15 years of experience providing auditing and accounting services to companies in broad range of industries including the real estate, manufacturing and technology sectors. Her experience includes over 7 years at Ernst and Young and 2 years at a local public accounting firm. As an audit manager with Ernst and Young, she was responsible for managing multiple engagements ranging from developmental stage companies to mid-sized private companies and large SEC registrants. Kadidia is currently responsible for managing multiple corporate audit engagements for Spiegel Accountancy Corp. She holds a B.S. in Business Administration from the University of California, Berkeley and a M.S. in Accounting from the University of Virginia.

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