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.

Download Agenda Editable Agenda

Thursday, November 21, 2019

  • Breakfast Conversations - Roundtable Discussions

    Location: Marina Ballroom G


    Speaker(s)

    Dan Fichtler, Director, Housing Finance Policy, Mortgage Bankers Association

    Breakfast,

    Roundtable

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    Before heading home, grab breakfast and join us for an informal roundtable discussion in a small group setting. 
    This is your chance to be part of the conversation and find solutions that best fit your firm.

    Residential Roundtables by Company Type: 
    IMBS
    Banks (Including LIBOR)
    Mid-size Firms

    CREF/Multifamily Roundtable 

    Speaker(s)

    Dan Fichtler, Director, Housing Finance Policy, Mortgage Bankers Association

    Dan Fichtler is Director of Housing Finance Policy at the Mortgage Bankers Association. In this role, he is responsible for developing MBA’s policy work related to loan production issues, including the government housing programs operated by FHA, VA, and USDA, as well as secondary and capital markets issues, including agency and non-agency securities markets and the activities of FHFA, Fannie Mae and Freddie Mac, Ginnie Mae, and the Federal Home Loan Banks. Prior to joining MBA, Dan was a policy advisor at the U.S. Department of the Treasury, where he served on the staff of the Financial Stability Oversight Council. He has also served as an advisor to the majority staff of the Senate Banking Committee, during which time he helped draft the Johnson-Crapo housing finance reform legislation. Dan holds a Bachelor's degree in economics and political science from Colgate University and a Master's in Public Affairs from the Woodrow Wilson School at Princeton University.

  • Continental Breakfast

    Location: Marina Ballroom Foyer

    Breakfast

  • Exhibit Area Open

    Location: Marina Ballroom Foyer

    Exhibit Hours

  • Registration

    Location: Marina Ballroom Foyer

    Registration

  • 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

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    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.

  • Pipeline Management and Hedge Accounting

    Location: Marina Ballroom E


    Speaker(s)

    Phil Rasori, Chief Operating Officer and Head Trader, Mortgage Capital Trading, Inc. (MCT)

    Jennifer Hannah, AMP, Partner, Richey May

    Mark Wilson, Managing Partner, CWDL

    Breakout Session,

    Residential Track

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    In a competitive mortgage market where every dollar counts, mortgage companies that are trading loans on a mandatory and/or best efforts basis need to be aware of optimal accounting and prudent pipeline management practices.  This session will address leverage, investment horizon, business strategy, risk policies, target hedge ratios, and financial statement accuracy and transparency.  What’s more, we’ll cover how hedging needs and objectives differ between different institutions (depository banks, REITs and IMBs).

    Speaker(s)

    Phil Rasori, Chief Operating Officer and Head Trader, Mortgage Capital Trading, Inc. (MCT)

    Jennifer Hannah, AMP, Partner, Richey May

    Jennifer joined Richey May in January 2012 and was promoted to Assurance Partner in 2014. Prior to joining Richey May, Jennifer worked with a large national accounting firm and in the finance department of a construction company, providing her with experience as both a client and a client-serving professional. Jennifer specializes in mortgage banking, real estate, nonprofits and 401(k) plans. She has authored a number of white papers for the mortgage banking industry and provides accounting updates for clients as well as for the firm. Jennifer is focused on providing consulting advice to her clients, and she has experience in process improvement that has earned her much appreciation from many of the businesses Richey May serves. She has trained a number of clients and new entrants to the industry on hedging, mortgage servicing rights and other areas specific to mortgage banking. Jennifer enjoys staying current on industry news so she can provide clients with fresh insights.

    Mark Wilson, Managing Partner, CWDL

    Mark Wilson, CPA is an entrepreneur and the founder of CWDL, Certified Public Accountants a rapidly growing assurance, tax, and entrepreneurial services firm headquarter in San Diego, CA. He is the Managing Partner of the firm and is responsible for the vision and direction of the practice as well as the overall management. Mark and his team are passionate about helping entrepreneurs realize their goals. Often, this is accomplished by developing key performance indicators (KPIs), tax planning, and providing a clear understanding of business results. Prior to starting the CWDL, CPAs he found and sold GEMC, a privately held independent mortgage bank located in San Diego, CA. In addition, he has served as a CFO for multiple financial service firms, participated raising capital and M&A transactions. Mark’s background as an entrepreneur and CFO provides him with a unique “client sided” perspective that has been proven valuable throughout his twenty (20+) year public accounting career.

  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom Foyer

    Refreshment Break

  • 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

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    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.

  • Hear from Peers (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

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

    Breakout Session,

    CREF Track

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    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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