Please email Angie Kocken or call (202) 557-2790 if you are interested in becoming a sponsor.
2020 Sponsors: To see who sponsored MBA's Accounting Financial Management Conference in 2020, access the list here.
Richey May & Co., LLP- Platinum Sponsor
Conference Program and mPower Event
Richey May is the nation's leading provider of assurance, tax, business advisory services and technology solutions to mortgage lenders throughout the United States offering a wide range of tailored solutions to independent mortgage banks, credit unions, and banks.
- Products and Services: Accountants, Business Forms/Automated Solutions, Consultants, Information Security Technology/Services, Mortgage Technology Products/Services
- Website: richeymay.com/industry/mortgage-banking/
- Phone: (303) 721-6131
- Address: 9780 S Meridian Blvd., Suite 500, Englewood, CO 80112
Advantage Systems- Gold Sponsor
Accounting for Mortgage Bankers (AMB) is a full-featured accounting system designed specifically for Mortgage Banking. AMB also provides integrated web-based branch reporting, commission calculation, imaging, analytics and flexible financial analysis.
- Products and Services: Accounting/Finance Systems
- Website: www.mortgageaccounting.com
- Phone: (949) 250-0260
- Address: 34 Executive Park, Suite 100, Irvine, CA 92614
CWDL - Gold Sponsor
- Website: www.cwdlcpa.com
- Phone: (858) 565-2700
- Address: 5151 Murphy Canyon Road, Suite 135, San Diego, CA 92123
Loan Vision- Gold Sponsor
Loan Vision, Efficient Mortgage Accounting helps reduce risk, streamline manual process and lowers operating expense by combining a leading financial management solution with loan level accounting. Loan Vision is the next generation of mortgage accounting.
- Products and Services: Mortgage accounting financial management solution
- Website: www.loan-vision.com
- Phone: (724) 216-5266
- Address: 507 West Newton Street, Greensburg, PA 15601
Moss Adams LLP- Silver Sponsor
Conference Hotel Keys
Moss Adams provides specialized accounting, consulting, and wealth management services to over 1,300 financial services companies and financial institutions, including independent mortgage banking companies, mortgage REITS and community banks with mortgage banking operations.
- Products and Services: Accountants, Due Diligence, Information Security Technology/Services, Risk Management Data/Services/Systems
- Website: www.mossadams.com/fs
- Phone: (415) 677-8279
- Address: 101 Second Street, Suite 900, San Francisco, CA 94105
Acquavella, Chiarelli, Shuster, LLP- Bronze Sponsor
Thursday Refreshment Breaks
The regulations imposed on the banking industry has forever changed its landscape. To remain successful, mortgage companies must be more compliant with the various organizations which govern them.
It's part of our mission to engage with industry professionals who have specialized knowledge about the regulations and laws which impact mortgage banking, such as; (FHA) Federal Housing Association, HUD, The Dodd-Frank Wall Street Reform Act, Consumer Protection Act and state banking regulations. In order to support our industry with even deeper focus, we have formed the Mortgage Banking Group (ACS-MB). Being an industry leader means staying current on the planning and compliance issues which affect the mortgage banking community. Our team of accounting professionals attends compliance training on a regular basis in order to properly advise your company. We've serviced some of the largest privately held mortgage professionals in the area and we provide them with quality resources. We support mortgage lenders, brokers, and servicers, secondary-market investors, insurance companies, investment bankers, settlement service providers, private lending, real estate and more. We also advise industry service providers such as technology vendors, collection agencies, document preparation companies, telemarketers, loan fulfillment companies, and trade associations
- Website: www.acsaccounting.com
- Phone: (732) 855-9600
- Address: 517 US Highway 1 South, Suite 3102, Iselin, NJ 08830
BKM Sowan Horan, LLP- Bronze Sponsor
BKM Sowan Horan is a distinguished certified public accounting firm based in Dallas, Texas with offices in Austin, Texas and San Juan, Puerto Rico. Our partners possess over 200 years of tax, accounting and auditing experience and have served mortgage companies for over 20 years.
- Website: www.bkmsh.com
- Phone: (214) 545-3965
- Address: 14675 Dallas Parkway Suite 150, Dallas, TX 75254
Deloitte- Bronze Sponsor
Wednesday Refreshment Breaks
In today's fast-moving digital economy, it's not enough to keep pace. Our Banking & Capital Markets specialists help clients anticipate challenges, and develop and implement strategies that address regulatory reform, technological complexity, competitive dynamics, and market moves.
- Website: www2.deloitte.com/us/en/pages/financial-services/topics/banking-capital-markets.html
- Phone: (212) 492-4000
- Address: 30 Rockefeller Plaza, 41st Floor, New York, NY 10112
Plante Moran- Bronze Sponsor
Friday Continental Breakfast
- Website: www.plantemoran.com/
- Phone: (248) 352-2500
- Address: 3000 Town Center, Suite 100, Southfield, MI 48075
Spiegel Accountancy Corp- Bronze Sponsor
Spiegel Accountancy Corp is a professional accounting firm, based in the San Francisco Bay Area with a national practice specializing in the private lending, mortgage banking and small business sectors. Our commitment is to be a strategic, innovative and responsive partner.
- Products and Services: Accountants, Accounting/Finance Systems, Consultants, Tax Return Verification Services
- Website: www.spiegel.cpa
- Phone: (925) 977-4000
- Address: 2300 Contra Costa Blvd., Suite 425, Pleasant Hill, CA 94523