MBA's Accounting & Financial Management Conference 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


    Speaker(s)

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

    General Session

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    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.

  • Commercial/Multifamily Real Estate Finance Forecast


    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

  • The Economics of Mortgage Production


    Speaker(s)

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

    Breakout Session,

    Residential Track

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    Get the latest data on production performance, including revenues, costs, overall profitability, productivity and turn times.  Find out how other mortgage lenders – whether banks, IMBs, small or large – are faring in this market.   Also covered will be perspectives on all four production channels - Retail, Consumer Direct, Broker Wholesale, Correspondent as well as technology’s role in improving operations.  (A separate session on the economics of mortgage servicing takes place later in the conference agenda.)

    Speaker(s)

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

  • Breakout Session,

    Residential Track

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    In our interactive Q&A session, experts discuss timely accounting and audit topics, and share their view on major FASB projects. This is your chance to have your questions on current and upcoming accounting standards updates, and audit issues and challenges answered. Topics include: accounting for interest rate lock commitments, best practices to avoid year-end journal entries; consolidating financial statements; Lower of Cost or Market (LOCOM) vs. Fair Value (FV) accounting; classification and measurement of financial instruments; accounting for leases; and more.

  • Breakout Session,

    CREF Track

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    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

  • Breakout Session,

    Residential Track

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    It’s “all things servicing” in this comprehensive panel that will cover profitability, expenses, productivity, delinquency outlook, retention statistics and the bulk and co-issue market for mortgage servicing rights.  To top it off, we will discuss servicing business from the standpoint of different market players – banks vs. independents, government servicers vs. conventional servicers – and the unique prospects and challenges facing each of these players.

Wednesday, November 20, 2019

  • General Session: FASB Update


    Speaker(s)

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

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    Don’t miss the annual FASB Update! Topics will include:
              ▪ Latest thinking and decisions on hedge accounting projects
              ▪ The FASB's new agenda and pace of change
              ▪ Changes and updates on accounting for credit loss (CECL)
              ▪ LIBOR transition and impact on accounting
              ▪ Updates and implementation issues on revenue recognition and Lease accounting
              ▪ Upcoming FASB projects

    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.

  • Breakout Session,

    CREF Track

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    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.

  • Breakout Session,

    Residential Track

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    Find out what’s keeping your CFO up at night. Our popular panel of mortgage industry finance professionals discuss and debate the top financial challenges affecting the mortgage business. Issues will include: audit management; areas of opportunity in a purchase market; attracting and retaining top talent; managing enforcement or other actions from regulators; managing internal controls over financial reporting and more.

  • Breakout Session,

    Residential Track,

    CREF Track

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    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.

  • Breakout Session,

    Residential Track

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    Correctly valuing and accounting for MSRs is an important aspect of the mortgage lending business. This panel helps you understand the importance of pricing, valuing and hedging MSRs, how to analyze interest rate scenarios, the different types of accounting treatment of MSRs — LOCOM or Fair Value, and discuss available valuation tools — and off-the-shelf models vs. third-party vendors.

  • Breakout Session,

    Residential Track

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    New this year, this panel will provide legislative and regulatory updates impacting the mortgage finance industry.  Come listen to the panelists dissect and analyze pending congressional bills, as well as upcoming and current finance and housing agencies’ regulations – including: housing finance reform efforts, HUD/FHA activities, CFBP activities, and the many housing or mortgage finance related bills introduced or being considered on the Hill.  

  • Breakout Session,

    Residential Track

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    Find out about strategies mortgage companies are using to motivate and align loan originators to increase volume while protecting the bottom line. How can companies reset compensation to reward top performers and limit the drag of the low- and non-performers? How can loan-level data help lenders make faster, more informed decisions around rate locks, lender credits and rate reduction requests? And how are lenders taking marketing expenses, assistant salaries and license fees into account when determining LO compensation structures?

  • Breakout Session,

    CREF Track

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    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.

  • Breakout Session,

    Residential Track,

    CREF Track

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    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.

  • Breakout Session,

    Residential Track

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    A group of mortgage finance veterans discuss the internal and external forces affecting access to capital and financing decisions for non-depositories.   Discussion centers around the common sources of financing for non-depositories and the trade-offs between equity vs. debt financing.   They will answer: How do companies achieve the “right” balance and diversification of funding sources to better ensure adequate liquidity and a strong balance sheet?  What happens when the more favorable mortgage market conditions of 2019 reverse?  And, are non-depositories poised to handle stress scenarios, when financing is harder to come by?

  • Breakout Session,

    Residential Track

  • Breakout Session,

    CREF Track

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    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.

  • Breakout Session,

    Residential Track

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    Finance managers with their boots on the ground will discuss and debate ways to improve operational and financial reporting and analysis.  They will discuss their approaches to reporting and analysis, including the specific metrics that they use and on what frequency (key takeaway - more data and more often isn’t necessarily better).  Their viewpoints on communicating results to various business units will be shared as well.  The end goal:  to ensure companies can quickly adjust to changing market conditions and have the capabilities to make longer-term strategic decisions. 

  • Breakout Session,

    Residential Track

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    AMF19 offers more time to meet face-to-face with your peers to network, discuss, debate and problem solve.  Choose between one of the four 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 1 Round Table Topics:

    Loan Originator Compensation
    Mortgage Accounting Office Hours:  More Accounting and Auditing Q&A
    All Things M&A: Valuation, Growth and Exit Strategies
    Building a Successful Team – Attracting and Retaining Top Talent

  • Breakout Session,

    CREF Track

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    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.

Thursday, November 21, 2019

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    Before heading home, grab breakfast and join us for an informal round table 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 Round Tables by Company Type: 
    IMBS
    Banks (Including LIBOR)
    Mid-size Firms

    CREF/Multifamily Round Table 

  • 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.

  • Breakout Session,

    Residential Track

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    In a competitive mortgage market where very 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).

  • 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
    Budgeting and Forecasting

  • 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.

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