MBA's Accounting & Financial Management Conference 2019

2019 Schedule

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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Tuesday, November 19, 2019

  • Opening General Session: Economic and Mortgage Market Outlook

    Location: Marina Ballroom E


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    Fran Mordi, Associate Vice President, Financial Management, Tax and Accounting Policy, Mortgage Bankers Association

    Marina Walsh, Vice President, Industry Analysis, Research and Economics, Mortgage Bankers Association

    General Session,

    CREF Track

    Read more Read less

    The outlook for the economy and the mortgage market remains highly uncertain, with conflicting indicators on the health of the overall economy, the direction of interest rates and the strength of the housing market. MBA’s chief economist will provide perspective on economic growth, consumer spending, employment, monetary policy and other topics impacting the outlook. Also covered- the latest on demographic trends and other factors impacting housing construction, home sales and home prices. Don’t miss the signature outlook on purchase and refi originations as well as mortgage rates for 2020 and beyond.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS. Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Fran Mordi, Associate Vice President, Financial Management, Tax and Accounting Policy, Mortgage Bankers Association

    Fran Mordi joined the Mortgage Bankers Association in May of 2017 after 20 years of post-Law school experience in the areas of tax and accounting.  Prior to joining MBA, Fran worked at the American Bankers Association and Deloitte Tax, LLP on domestic and international tax issues impacting the financial services industry.  Fran has specific expertise in putting together training sessions and presenting at bank tax conferences and panels.  Fran has extensive experience working with the banking regulators, FASB, the Treasury and Congress as an advocate of the financial services industry. Fran holds a J.D. from New England Law School, Boston, MA, and an LL.M in Taxation from Georgetown University Law School, Washington, DC. 

    Marina Walsh, Vice President, Industry Analysis, Research and Economics, Mortgage Bankers Association

    Marina Walsh is vice president of industry analysis in MBA's research and economics department, specializing in industry performance benchmarking for residential lenders and servicers. She has worked in real estate finance for close to twenty years. Currently, she leads the management and direction for the annual and quarterly Mortgage Bankers Performance Reports, the Servicing Operations Study and Forum, the Peer Group Survey and Roundtable Program, the Mortgage Banking Compensation Survey Program and other ad hoc surveys and policy analyses. She is also MBA's spokesperson for the Quarterly National Delinquency Survey.  In addition, Walsh conducts specialty workshops, symposiums and roundtables on a variety of current topics critical to the mortgage industry and provides program advisory support for several conferences, particularly MBA's Accounting and Financial Management Conference and its National Servicing Conference. She is an instructor for several MBA Education webinars and courses, including the Introductory and Advanced Schools of Mortgage Servicing and the Future Leaders Program. Results of her work have been published in all of the major trade publications as well as national and local newspapers. She is a frequent speaker at MBA and other industry events and conferences.  Walsh was named to HousingWire's "2016 Women of Influence" list. The list, which is based on nominations from the industry, highlights women who are making significant contributions to mortgage banking and real estate.  Prior to joining MBA, Walsh was a manager in Ernst and Young's Real Estate Advisory Services Group where her focus was Federal credit program design, implementation and performance measurement. She started her career in the Management Training Program, then subsequently the financial planning division, of the Port Authority of NY & NJ.

  • Commercial/Multifamily Real Estate Finance Forecast

    Location: Marina Ballroom D


    Speaker(s)

    Jamie Woodwell, Vice President, Research & Economics, Mortgage Bankers Association

    Breakout Session,

    CREF Track

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    Interest rates, cap rates, the Fed, property values, new supply and loan performance are all top concerns for mortgage professionals. MBA’s Vice President of Commercial Real Estate Research provides his outlook for commercial real estate finance markets.

    Speaker(s)

    Jamie Woodwell, Vice President, Research & Economics, Mortgage Bankers Association

  • 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

    Read more Read less

    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.

  • General Session: Fighting Fraud and Protecting your Bottom Line

    Location: Marina Ballroom E


    Speaker(s)

    Benjamin B. Wagner, Partner-in-Charge, Gibson, Dunn & Crutcher, LLP

    General Session,

    Residential Track,

    CREF Track

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    Fraud is a key business risk for all real estate finance firms.  While fraud has been a concern for years, changes in cyber and other fraud techniques are making the risks harder to spot and potentially more impactful.  Hear about the latest trends in fraud and how mortgage and commercial/multifamily real estate finance companies are responding.

    Speaker(s)

    Benjamin B. Wagner, Partner-in-Charge, Gibson, Dunn & Crutcher, LLP

    Benjamin B. Wagner is the Partner-in-Charge of Gibson, Dunn & Crutcher's Palo Alto office. He is a member of the firm's White Collar Defense and Investigations, False Claims Act, FCPA, and Cybersecurity Practice Groups. Mr. Wagner is a Chambers-ranked attorney in White Collar Crime and Investigations, and is listed in the 2020 edition of Best Lawyers in America® for white collar criminal defense. He is an experienced trial and appellate attorney, having tried 18 felony criminal cases in federal court, and argued over a dozen times before the Ninth Circuit and the Fifth Circuit.

    Prior to joining Gibson Dunn, Mr. Wagner served as United States Attorney for the Eastern District of California from November 2009 through April 2016. Appointed by President Obama, he oversaw the district’s three offices and 175 employees. During his tenure, he was appointed to the Attorney General’s Advisory Committee, and served as co-chair of the White Collar Crime Subcommittee. For five years he co-chaired a national multi-agency mortgage fraud working group.  Before his appointment as U.S. Attorney, he served as an Assistant U.S. Attorney and as a supervising AUSA for 17 years, handling investigations, trials and appeals in a wide variety of criminal matters.

    He earned his Juris Doctor from New York University School of Law, and received his undergraduate degree from Dartmouth College.

Wednesday, November 20, 2019

  • General Session: FASB Update

    Location: Marina Ballroom E


    Speaker(s)

    Alex Casas, Assistant Director, Research and Technical Activities, FASB

    Felicia Kilger, CPA, Vice President, Accounting Director, Umpqua Bank

    Residential Track,

    CREF Track

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    FASB shares many important updates, to include:
    • The FASB’s new agenda and pace of change
    • Upcoming FASB projects
    • And more!

    Speaker(s)

    Alex Casas, Assistant Director, Research and Technical Activities, FASB

    Alex Casas is an assistant director of research and technical activities at the Financial Accounting Standards Board (FASB). In this role, he provides strategic and technical oversight of projects that analyze technical accounting issues and recommend solutions that contemplate the needs of financial statement users as well as related implementation considerations. Before joining the FASB Staff, Alex accumulated 14 years of financial services industry experience in the banking and insurance sectors. Most recently, he served as the global head of accounting policy for a global systemically important bank, where he led an international team of accounting professionals advising on a wide range of complex transactions, new product developments, strategic initiatives, and accounting standards implementations. Prior to banking, Alex held a variety of accounting policy and finance roles in the insurance sector and began his career in public accounting at PricewaterhouseCoopers LLP. Alex holds a CPA license in the state of Massachusetts. He graduated from the University of Massachusetts Amherst with a Master of Business Administration and a Bachelor of Business Administration magna cum laude.

    Felicia Kilger, CPA, Vice President, Accounting Director, Umpqua Bank

    Felicia Kilger is Vice President Accounting Director at Umpqua Bank, the West Coast’s largest community bank.  She is responsible for all accounting and financial analysis related to mortgage banking, including mortgage originations, servicing, incentives, forecasting, reporting and vendor management.  She is a CPA and holds an MBA degree.  Felicia’s career in accounting spans over 25 years and includes work as a college educator and community volunteer.

  • LIBOR (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Stephanie Petosa, Client Development Executive, Dechert

    Victor Pa, Vice President, Chief Market Risk Officer, Freddie Mac

    Andrew Foster, Associate Vice President, CREF, Mortgage Bankers Association

    Paul Noring, Managing Director, Berkeley Research Group

    Breakout Session,

    CREF Track

    Read more Read less

    LIBOR is the base rate for trillions of dollars in adjustable-rate mortgages and other contracts, and it is slated to go away in the next couple of years.  This session will provide background on the transition away from LIBOR, including how companies are preparing and what we do (and don’t) know about how the transition will impact the commercial/multifamily mortgage market.

    Speaker(s)

    Stephanie Petosa, Client Development Executive, Dechert

    Stephanie Petosa is a Client Development Executive at Dechert, LLP in New York. Stephanie focuses on client development, supporting partners and strategic client teams. She works one-on-one with partners to develop strategies and actions that build deeper connections and increase cross-practice relationships with a selected group of existing and new clients. Stephanie reports to CMO Renee Miller-Mizia. She has 20+ years’ experience in the CRE securitization market most recently at Fitch Ratings where her focus was on operational risk; prior to that she was at GE Capital. She joined Dechert in 2019.

    Victor Pa, Vice President, Chief Market Risk Officer, Freddie Mac

    Victor has been with Freddie Mac for over 25 years and has worked through numerous company divisions and roles including Multifamily, Single Family, Investments & Capital Markets, Modeling and Risk Management. Victor moved into the newly created position of Chief Market Risk Officer in 2018 and leads Multifamily’ s regulatory capital and internal capital management initiatives as well as the market risk management and mitigation activities. Additionally, he oversees functions such as risk measurement, analytics, and provides business strategy recommendations for the evaluation of financial volatility risk, managing portfolio limits, implementing our capital framework and risk appetite. Victor also serves as the Divisional Risk Officer responsible for market risk and model risk.

    Andrew Foster, Associate Vice President, CREF, Mortgage Bankers Association

    Andrew Foster is Associate Vice President of Commercial Real Estate with the Mortgage Bankers Association. He focuses on member engagement and brings a strong background in securitization and loan workouts to the Association through prior work experience with MBA member firms.

    Prior to joining MBA, Foster spent several years at Fitch Ratings as a director in CMBS responsible for servicer operational risk reviews. Prior to joining Fitch Ratings, Foster spent four years at S & P Global in CMBS as an associate director responsible for servicer evaluations. 

    Foster began his career in commercial real estate finance with C-III Asset Management as an asset manager responsible for the management and disposition of a portfolio of REO properties and defaulted mortgage loans.

    Paul Noring, Managing Director, Berkeley Research Group

    Mr. Noring, CPA is a Managing Director who leads Berkeley Research Group’s (BRG’s) Financial Institution Advisory Practice.  BRG assists clients solve their most critical business risk across a rang of functional areas including: Financial and Credit Risk Management Quantitative Analytics / Financial Modeling Finance and Accounting Operational / Performance Evaluation and Enhancement Technology Enablement Due Diligence, Merger Integration and Spin-Offs LIBOR Transition Support Investigation, Dispute Consulting and Expert Witness.

    Prior to joining BRG, Mr. Noring led Navigant Consulting’s Banking, Insurance & Capital Market’s practice.  He was also a senior officer with Fannie Mae and a Partner with PricewaterhouseCoopers.  Over his 30 plus year career, he has personally led hundreds of engagements across the full life cycle of mortgage banking from origination to collateral disposition.  Over the last eighteen months, he has been deeply involved with LIBOR transition activities across a range of institutions.

  • Business Intelligence Systems (Residential/CREF Joint Session)

    Location: Marina Ballroom G


    Speaker(s)

    Amber Elwell, CMB, Senior Vice President, Finance, Guild Mortgage Company

    Thomas Hahn, Vice President - Internal Audit, Berkadia

    Lyubomira Buresch, CMB, President, Polygon Research, Inc.

    Breakout Session,

    Residential Track,

    CREF Track

    Read more Read less

    Business Intelligence (BI) software and systems are democratizing information and analysis – and changing who knows what when.  But BI isn’t just about installing new software.  It often requires new thinking in terms of the platform, governance and culture.  This session will explore some of the latest tools and trends in BI, and provide insights on opportunities -- and challenges -- to making BI work within your organization.

    Speaker(s)

    Amber Elwell, CMB, Senior Vice President, Finance, Guild Mortgage Company

    Amber Elwell is SVP of Finance and oversees Guild Mortgage’s finance, accounting and treasury functions, including warehouse covenants, cash management, internal controls, audits, and branch and company financials. She has been with Guild since 2004.

    Her many accomplishments at Guild include managing the implementation and adoption of two company-wide business intelligence systems, a new accounting system, and a paperless invoice and expense reimbursement system.

    Ms. Elwell graduated with a B.B.A. in finance from Texas Christian University and earned an MBA from the University of California, Irvine. She holds an active CPA license and the Certified Mortgage Banker (CMB) designation. She has been involved with the Mortgage Bankers Association throughout her career and was chosen to participate in the California and national MBA Future Leaders programs.

    Thomas Hahn, Vice President - Internal Audit, Berkadia

    Tom Hahn is Vice President of Internal Audit at Berkadia. Prior to joining Berkadia, he spent most of his career in public accounting as a financial statement auditor. With over 10 years of accounting and audit experience, Tom has strong a background in financial reporting, planning and analysis. He also has experience with internal control design and implementation. He is a licensed CPA in the state of Pennsylvania and holds a BA from Saint Joseph’s University.

    Lyubomira Buresch, CMB, President, Polygon Research, Inc.

    Lyubomira Buresch, CMB, is an experienced mortgage banker & business executive, directing and managing the development and deployment of cloud-based technology solutions in the banking and financial services sector. These solutions minimize institutional risks, support economic inclusion and consumer protection, and help lenders develop innovative and safe mortgage banking products and services. She has worked with Fortune 500 companies, including Bank of America, Citibank, and KPMG. She is an alumna of University of Maryland Robert H. Smith School of Business.

  • Tech in CREF

    Location: Marina Ballroom D


    Speaker(s)

    Andrea Jang, Head of Growth, Americas, Jones Lang LaSalle

    Breakout Session,

    CREF Track

    Read more Read less

    Technology may not be changing the game in commercial and multifamily mortgage finance, but it is changing how it is played.  This session provides insights into the range of ways tech is embedding in CREF – from RPA to AI to PropTech – and some of the players who are making it happen.

    Speaker(s)

    Andrea Jang, Head of Growth, Americas, Jones Lang LaSalle

    Andrea Jang leads Growth for the Americas at JLL Spark, a $100M strategic Global Venture Fund focused on investing in proptech for the commercial real estate sector. Previously, Andrea was Senior Vice President, Corporate Development at JLL.  She was responsible for driving revenue and margin growth through corporate acquisitions in capital markets, brokerage, and property management for JLL Americas.  Andrea has held previous roles in business development and capital markets with key institutional real estate investors.  Andrea holds her MS in Real Estate from the Cornell Hotel School, her MBA from the Ivey Business School, and her BS Econ from the Wharton School.

  • CECL (Residential/CREF Joint Session)

    Location: Marina Ballroom D


    Speaker(s)

    Matthew Streadbeck, Assurance Partner & Executive Leader, Ernst & Young LLP

    Joy Palmer, Deputy Chief Accountant, Office of the Comptroller of Currency

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    John Toohig, Head of Whole Loan Trading, Raymond James

    Breakout Session,

    Residential Track,

    CREF Track

    Read more Read less

    The Current Expected Credit Loss (CECL) standard is coming and is changing the ways companies account for mortgage and other assets they hold on their balance sheets.  As more firms move from design to implementation, this session will get into the nuts-and-bolts of making CECL work over the long-term.  Discussion will cover CECL rules & timelines, approaches to modeling, model governance and early lessons from implementation.

    Speaker(s)

    Matthew Streadbeck, Assurance Partner & Executive Leader, Ernst & Young LLP

    Joy Palmer, Deputy Chief Accountant, Office of the Comptroller of Currency

    Michael Fratantoni, Ph.D., Chief Economist & Senior Vice President, Research & Industry Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO and serves on the CSP's Industry Advisory Group and the membership committee of MERS. Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    John Toohig, Head of Whole Loan Trading, Raymond James

    John Toohig is a Managing Director at Raymond James, a Board Member and President of Raymond James Mortgage Company, Inc and Head of the Whole Loan Group. He joined Raymond James (formerly Morgan Keegan) in September of 2006. As manager of the Whole Loan group, his primary responsibilities include day-to-day trading of whole loan packages, portfolio analysis, transaction management and the structuring of whole loan, participation and various structured products. His product focus encompasses both seasoned and new production: residential mortgages (both QM and Non-QM), commercial mortgages, consumer lending, scratch and dent loans, and non-performing assets. Prior to joining the Whole Loan group at Raymond James, he was a part of the firm’s Taxable Banking platform where he was responsible for corporate debt transactions, trust preferred securities, sale leaseback transactions and ABS transactions. Previously, he worked for FTN Financial in their Capital Assets department and primarily focused on automobile securitizations (ABS) for community depositories. Mr. Toohig was also responsible for the analysis and trading of whole loans – namely consumer and residential mortgages. Prior to that, John was in a wealth management role at Wells Fargo. He received his undergraduate degree from the Houghton College and his MBA from the University of Mississippi with a focus in finance and IT. He holds a Series 7, 24 and Series 63 license. His community involvement includes currently serving as Member of the Board of Trustees for St. Agnes Academy / St. Dominic School. He is also a former chairman for both the Lafayette and DeSoto county American Cancer Society Relay for Life events and the former president of the Ole Miss MBA Alumni Board. Mr. Toohig resides in Memphis, TN with his wife Sha, and his two daughters, Helen Grace and Cressey, while he works in Raymond James’ east Memphis branch.

  • CECL: The CREF Specifics

    Location: Marina Ballroom D


    Speaker(s)

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

    Steve J. Robertson, Partner, PwC

    Breakout Session,

    CREF Track

    Read more Read less

    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.

    Speaker(s)

    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.

  • Regulatory Update (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Bruce Oliver, AVP Commercial Multifamily Policy, Mortgage Bankers Association

    Breakout Session,

    CREF Track

    Read more Read less

    Flood insurance, rent control, FHA, Davis Bacon, the future of the GSEs… there seems to be no end to the number of regulatory issues affecting commercial and multifamily real estate finance. Attend this session to dive into what is going on and what may be around the corner.

    Speaker(s)

    Bruce Oliver, AVP Commercial Multifamily Policy, Mortgage Bankers Association

    Bruce Oliver is Associate Vice President of Commercial/Multifamily Policy at MBA. In that capacity, he conducts analysis and advocacy on public policy matters that affect MBA’s commercial/multifamily members. Among other areas, this includes regulatory reform, HMDA, tax reform, GSE reform, Davis-Bacon and other FHA issues, and policy implications of commercial/multifamily innovation. Prior to joining MBA, Bruce was compliance consultant with PwC, regulatory counsel at Freddie Mac, white collar criminal defense attorney with Williams & Connolly, staff attorney at the OCC and US Treasury,. Prior to his legal career, Bruce was a practicing chemist.

Thursday, November 21, 2019

  • Innovation and the Future for Mortgage Finance Professionals (Residential/CREF Joint Session)

    Location: Marina Ballroom D


    Speaker(s)

    Lane Hayes, Deloitte

    Chris Moller, Partner, Deloitte

    Breakout Session,

    Residential Track,

    CREF Track

    Read more Read less

    The work and workforce of the future will not look the same way it does today. Finance and Accounting across all sectors, countries, and industries are rapidly evolving to take advantage of both the massive efficiency increases and strategic capabilities enabled by the transformation. This session takes a look at how the nature of the work will change, its direct impacts on mortgage finance and accounting professionals, and how firms can adapt to the accelerating of pace of the disruption.

    Speaker(s)

    Lane Hayes, Deloitte

    Lane has spent his consulting career assisting CFOs, CAOs, and Controllers at banking and non-bank financial institutions to modernize their organizations. Leveraging the lessons learned from his career at one of the largest banks in the U.S., he has worked with institutions of all sizes in the mortgage space to apply leading tools, optimize their work, and adapt their workforce to the rapidly changing space. His primary areas of focus are technology-driven data provisioning, automation & process improvement, and modeling & analytics.

    Chris Moller, Partner, Deloitte

    Chris is a Partner in Deloitte’s financial services practice with experience serving financial services clients around the world including significant experience with SEC reporting and internal controls over financial reporting.  He has supervised and led audit teams of several public and private financial services companies including banks, mortgage banks, investment funds, business development companies, investment managers, brokerage firms and financial technology companies. Chris also has financial due diligence experience on both domestic and international M&A transactions.

  • Hear from Peers (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Jamie Woodwell, Vice President, Research & Economics, Mortgage Bankers Association

    Breakout Session,

    CREF Track

    Read more Read less

    Don’t miss this year’s commerciali/multifamily roundtable discussion and your chance to ask peers about how they are addressing common challenges and opportunities faced by finance professionals.

    Speaker(s)

    Jamie Woodwell, Vice President, Research & Economics, Mortgage Bankers Association

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