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

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    Objectives:
    Attendees should expect to understand:

    What is a Mortgage Servicing Right (MSR)?Understanding and deconstructing cash flow assumptionsDifferent accounting practices and regimesRelease? Retain? Hedge? - Moving or StorageOption-Adjusted Spread (OAS) vs StaticHow to think about RecaptureTuning your company's MSR modelLearn the best practices through a MSR valuation group exercise

    Who Should Attend?

    CFOs and Finance and Accounting staffMortgage Servicing Rights (MSR) managers and professionalsTreasury & Capital Market Executives

    Speakers:

    Al Qureshi, Managing Partner, Blue Water Financial Technologies
    Travis LaMar, Managing Director & Head of Capital Markets, Blue Water Financial Technologies

    Separate registration is required and space is limited.
    Attend both the conference and workshop and save $50 on each event, a total savings of $100. 

    REGISTRATION RATES
    By October 8/After October 8: Member $400/$600 - Nonmember $400/$600

    Email education@mba.org to register for the workshop or to receive the combined discount.

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    Join MBA Education and industry experts for this popular 3-hour crash course on the fundamentals of mortgage accounting. This annual workshop will be geared towards those new to accounting roles or those who want to gain a better understanding of the latest in mortgage accounting principles. The first half of this workshop will be an overview of the concepts that every accountant, financial analyst or auditor should know to be successful in their roles. The second half will be more of an open forum where panelists will respond to areas of concern or difficulty from the audience. This will be a great opportunity to get your questions answered and hear what challenges your colleagues are encountering.

    WHO SHOULD ATTEND
    • Entry- and intermediate-level accountants
    • Non-CPA accounting and finance managers
    • Financial analysts
    • Auditors

    Separate registration is required and space is limited.
    Attend both the conference and workshop and save $50 on each event, a total savings of $100. 

    REGISTRATION RATES
    (BEFORE 10/1/AFTER 10/1) - Member $350/$400 - Nonmember $750/$825

    Email education@mba.org to register for the workshop or to receive the combined discount.

  • Registration

    Location: Marina Ballroom Foyer

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    Discuss emerging issues and priorities for 2020. Topics include updates and discussions on on-going MBA projects, FASB initiatives and MBA involvement, and other member-requested accounting and financial management topics.

  • Exhibit Area Open

    Location: Marina Ballroom Foyer

  • 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

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

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

    General Session,

    CREF Track

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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.

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

    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. 

  • 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

  • The Economics of Mortgage Production

    Location: Marina Ballroom G


    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

  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom Foyer

  • Ask the Auditors

    Location: Marina Ballroom E


    Speaker(s)

    Paul Chiarelli, Partner, Acquavella, Chiarelli, Shuster LLP

    Kevin Conte, CPA, Partner, Plante & Moran, PLLC

    Tullus Miller, Partner, Moss Adams, LLP

    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.

    Speaker(s)

    Paul Chiarelli, Partner, Acquavella, Chiarelli, Shuster LLP

    Kevin Conte, CPA, Partner, Plante & Moran, PLLC

    Kevin is a partner with Plante Moran's Financial Services team and leads the firm's mortgage banking practice. Kevin has more than 30 years of experience working with independent mortgage bankers, credit unions, banks, foreclosure attorneys, real estate brokers, title companies, and other mortgage service providers. His recent experience includes assisting several clients in managing issues related to regulatory matters, mergers and acquisitions, allowance for loan loss, indemnification liabilities, capital formation and preservation, mortgage servicing accounting and administration issues, and growth/expansion opportunities. His clients include privately-owned and publicly-traded companies.

    Kevin has a B.S. in accounting from Wayne State University. He previously served on the Board of Michigan Mortgage Lenders Association and as President of the Association's Southeast Chapter, representing more than 75% of the Association's total membership.

    Tullus Miller, Partner, Moss Adams, LLP

    Tullus has more than 20 years of experience primarily serving commercial loan and banking organizations, credit unions, mortgage banking companies, and other specialty lenders and investment partnerships and companies. The services he provides clients include financial statement audits, SEC filings and registration statements, internal control evaluations, initial acquisition audits, derivatives, securitization accounting, and merger and acquisition consulting.

    Tullus has an MBA from the University of San Francisco and a BA in business administration with an accounting concentration from California State University, San Bernardino.

  • Ask the Auditors (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Dave Antonson, CPA, Senior Manager, Financial Services, RSM

    Steve J. Robertson, Partner, PwC

    Jeff Majewski, Executive Managing Director, CBRE

    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

    Speaker(s)

    Dave Antonson, CPA, Senior Manager, Financial Services, RSM

    Steve J. Robertson, Partner, PwC

    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.

  • The Economics of Mortgage Servicing

    Location: Marina Ballroom G


    Speaker(s)

    Seth Sprague, Principal, STRATMOR Group

    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.

    Speaker(s)

    Seth Sprague, Principal, STRATMOR Group

    Seth Sprague joined STRATMOR Group as a Principal early in 2019 with more than 20 years of mortgage banking and servicing valuation experience. Seth specializes in mortgage servicing rights (MSRs), servicing, cash flows, liquidity and mortgage profitability strategies.

    Prior to joining STRATMOR, Seth served as EVP of Trading & Analytics at PHOENIX, an advisory firm for MSR and whole loan trading, mortgage services and analytics. His primary responsibilities at Phoenix included managing bulk and flow MSR transactions and strategic valuation solutions to meet the needs of PHOENIX clients. Additionally, Seth served as Senior Vice President—Servicing Asset Manager at SunTrust Mortgage for more than 10 years, where he led the servicing rights valuation team.

    In 2018, Seth was selected as Secretary of the MBA’s Certified Mortgage Banker (CMB) Society and serves on several committees with the Mortgage Bankers Association (MBA) including the Financial Management Steering Committee, MBA’s Servicing Council for the 21st Century, MBA’s BASEL III and the Servicing Compensation Working Group. Seth is a frequent speaker at various MBA and other industry conferences, often speaking on liquidity and the overall challenges present in the mortgage industry. An instructor with the MBA’s School of Mortgage Banking (SOMB) program since 2007, Seth teaches “Servicing/MSR Day” and is an instructor for the MBA School of Mortgage Servicing. In 2019, Seth taught “The Secondary Market” for NAMMBA (The National Association of Minority Mortgage Bankers of America).

  • General Session,

    Residential Track,

    CREF Track

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    Wire fraud is a growing threat to both the residential mortgage and commercial real estate finance industries, with millions in real estate transaction losses from cyber-attacks. Tuesday’s closing session examines top threats and how they can be prevented.

Wednesday, November 20, 2019

  • Registration

    Location: Marina Ballroom Foyer

  • Continental Breakfast

    Location: Marina Ballroom Foyer

  • Exhibit Area Open

    Location: Marina Ballroom Foyer

  • 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.

  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom E

  • LIBOR (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Paul Noring, Managing Director, Berkeley Research Group

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

    Stephanie Petosa, Client Development Executive, Dechert

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

    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.

    Speaker(s)

    Paul Noring, Managing Director, Berkeley Research Group

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

    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.

  • The CFO Perspective

    Location: Marina Ballroom E


    Speaker(s)

    Patrick Journy, Chief Financial Officer, Mortgage Assets Management, LLC

    Pam Cooper, Chief Financial Officer, Citywide Home Loans/CHL Mortgage

    Brandon C. Coleman, Partner, Deloitte

    Frank Plenskofski, Executive Vice President, Nationwide Mortgage Bankers

    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.

    Speaker(s)

    Patrick Journy, Chief Financial Officer, Mortgage Assets Management, LLC




    Pam Cooper, Chief Financial Officer, Citywide Home Loans/CHL Mortgage

    Pam started her career in mortgage banking for over 30 years ago, personally experiencing the days of double digit rates and negative am loans while as an investor reporting clerk in Orange County, Calif in the 1980’s.  She took a 10 year break from mortgage loan accounting to work for Deloitte in their financial services practice, returning to her roots in 2006 as VP Finance at Home American Mortgage, a builder captive mortgage company,  moving on to Aurora Loan Services, WJ Bradley Mortgage and most recently, as Chief Financial Officer of Citywide Home Loans, in Salt Lake City.  She is Vice Chair of the Accounting and Financial Management Committee and a CMB candidate.

    Brandon C. Coleman, Partner, Deloitte

    Brandon has more than 19 years of experience in the accounting and financing field, including years of Corporate experience within the banking and mortgage industry.  Brandon currently serves as the Chicago Partner in Charge of Accounting Services and the Senior Consultation Partner - Consolidation leader in Deloitte’s National Office.  In addition, Brandon is a Deputy Industry Professional Practice Director for the Banking & Securities Industry. In addition to consolidation, Brandon is one of the firm’s leading experts in leasing and real estate transactions and specializes in the areas of financial instruments, mortgage servicing rights, and de-recognition. Prior to rejoining Deloitte in 2012, Brandon served as Deputy Controller and head of Accounting Policy in the Real Estate Lending division of Citigroup for 5 years, where he led multiple interpretation and implementation projects during a turbulent time in the mortgage industry. 

    Brandon is a member of the American Institute of Certified Public Accountants.  Brandon holds a B.A. in accounting from the University of Missouri – St. Louis and is a certified public accountant licensed to practice in Illinois and Missouri.




    Frank Plenskofski, Executive Vice President, Nationwide Mortgage Bankers

    Frank is currently, CEO/Executive Vice-President of Finance and Accounting at Nationwide Mortgage Bankers, Inc., a retail originator located in Melville New York.

    Frank began his career in public accounting spending 5 years as an auditor at a national firm. An offer of employment by a client brought him his first role in the financial services sector as a Chief Financial Officer at a Bank. Frank left banking in 1991 and would spend most of his career in the mortgage banking sector. He is most recognized for taking Rock Financial public in 1998 and worked on the sale to Intuit in 1999, leaving in 2000 after the transition over to Quickenloans. In addition to Rock Financial/Quickenloans, Frank has held the position of Chief Financial Officer in Opteum Financial Services, Platinum Home Mortgage, Guaranteed Rate and Cross-Country Mortgage.

    Frank lives with his wife in New Hope Pennsylvania, waiting for one of their four children to have their first grandchild. In the meantime, when not working, traveling and seeing the country are occupying their time.



  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom Foyer

  • Business Intelligence Systems (Residential/CREF Joint Session)

    Location: Marina Ballroom G


    Speaker(s)

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

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

    Thomas Hahn, Vice President - Internal Audit, Berkadia

    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.

    Speaker(s)

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

    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.

    Thomas Hahn, Vice President - Internal Audit, Berkadia

  • Mortgage Servicing Rights

    Location: Marina Ballroom G


    Speaker(s)

    Dean H. DeMeritte, President - Trading & Analytics, PHOENIX

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

    Mike Barber, Partner, BKM Sowan Horan

    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.

    Speaker(s)

    Dean H. DeMeritte, President - Trading & Analytics, PHOENIX

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

    Al Qureshi is a Managing Partner at Blue Water Financial Technologies.  Al brings over 20 years of experience in mortgage and capital markets to Blue Water’s senior management team. Al is responsible for overseeing product development, day to day operations and informing strategic thought. Immediately prior to joining Blue Water, Alan “Al” Qureshi was the President of Incenter Portfolio Advisors. At Incenter, Al developed various MSR related hedge strategies and valuation models as well as an MSR execution Platform called MSR-X. Al brings all of these developments with him to Blue Water and is excited to continue to build upon these strategies in a dynamic, sophisticated and client-focused environment. Prior to joining Incenter, Al served as Head of Mortgage Servicing Hedging and Hedging Analytics at U.S. Bank. Al has also held MSR, analytic, hedging and trading appointments for JP Morgan, Merrill Lynch and Diamondback Capital.

    Mike Barber, Partner, BKM Sowan Horan

    With over 19 years of experience in public accounting, Mike provides exceptional client service in the assurance services area for companies in a variety of industries, including mortgage bankers, investment funds, real estate, healthcare and nonprofit.

    Mike is an experienced business partner to clients through ongoing business and accounting advice that delivers highly satisfactory results. Mike is also a leader in recruiting highly qualified individuals to the firm.

  • Networking Lunch

    Location: Coronado Terrace

  • Regulations and Policy: The Big Picture

    Location: Marina Ballroom G


    Speaker(s)

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

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

    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.  

    Speaker(s)

    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. 

    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.

  • Regulatory Update (CREF Track)

    Location: Marina Ballroom D


    Speaker(s)

    Bruce Oliver, AVP Commercial Multifamily Policy, Mortgage Bankers Association

    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.

    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.

  • Sales Costs - The New Panic Button

    Location: Marina Ballroom E


    Speaker(s)

    Matt Stokes, Chief Analytics Officer, AmCap

    Darryl MacNair, CFO, Eustis Mortgage Corporation

    Richard Andreano, Partner, Ballard Spahr LLP

    Lori Brewer, Founder & CEO, LBA Ware

    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?

    Speaker(s)

    Matt Stokes, Chief Analytics Officer, AmCap

    Darryl MacNair, CFO, Eustis Mortgage Corporation

    Richard Andreano, Partner, Ballard Spahr LLP

    Richard J. Andreano, Jr., is a Practice Leader of the Mortgage Banking Group at Ballard Spahr, and a member of the Consumer Financial Services Group. He has devoted over 30 years of practice to financial services, mortgage banking, and consumer finance law.  Rich advises the mortgage and settlement service industries on regulatory compliance and related matters, including issues concerning the Dodd-Frank Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Fair Credit Reporting Act, Home Mortgage Disclosure Act, and Gramm-Leach-Bliley Act.  He assists clients with government agency examinations and with regulatory issues, including loan originator compensation matters, affiliated business arrangement and other RESPA matters, and TRID, HMDA, ability to repay matters.  Rich is the author of the MBA Compliance Essentials Loan Originator Compensation Rule Resource Guide™ and co-author of the MBA Compliance Essentials TILA/RESPA Integrated Disclosure (TRID) Resource Guide™.

    Lori Brewer, Founder & CEO, LBA Ware

    Lori Brewer is an accomplished entrepreneur and technology leader who has manifested her forward-thinking visions into the development of award-winning fintech applications including CompenSafe™, the premier incentive compensation management platform and LimeGear™, a revolutionary business intelligence platform. As an officer in the U.S. Air Force, she designed an inaugural website for the C-130 Hercules, organizing and presenting crucial information for troops around the globe. As a civilian software developer, she was hired by a mortgage lender and found similar challenges: disorganized and disparate data, a clear need for improved processes, and the opportunity to show high returns on technology investments. Now with over 20 years of mortgage banking experience, Brewer is an indispensable technology leader in the industry founder and CEO of LBA Ware™, an Inc. 5000 company, and recipient of the prestigious Tech All-Star award by the Mortgage Bankers Association. For more information on LBA Ware, visit lbaware.com.

  • CECL (Residential/CREF Joint Session)

    Location: Marina Ballroom D


    Speaker(s)

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

    John Toohig, Head of Whole Loan Trading, Raymond James

    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

    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.

    Speaker(s)

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

    John Toohig, Head of Whole Loan Trading, Raymond James

    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.

  • Financing and Balance Sheet Strategies for Non-Depository Institutions

    Location: Marina Ballroom E


    Speaker(s)

    Ken Logan, CMB, Managing Director, Bank of Hope

    Debbie Johnson, EVP & CFO, Evergreen Home Loans

    Jerry A. Davis, Managing Director, Warehouse Lending, Legacy Texas

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

    Breakout Session,

    Residential Track

    Read more Read less

    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?

    Speaker(s)

    Ken Logan, CMB, Managing Director, Bank of Hope

    Debbie Johnson, EVP & CFO, Evergreen Home Loans

    Jerry A. Davis, Managing Director, Warehouse Lending, Legacy Texas

    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.

  • Tax Reform

    Location: Marina Ballroom G


    Speaker(s)

    Jared Frost, AMP, Partner, Richey May & Co., LLP

    Brad Marckx, Partner, BKM Sowan Horan

    Jeff Spiegel, Partner, Spiegel Accountancy Corp.

    Breakout Session,

    Residential Track

    Read more Read less

    Now that the first filing season is over, and with new tax rules in place, what did we learn? Our expert panelists review the highlights of tax reform and identify what provisions have the largest impact on mortgage lending, including the new pass-through deduction, limitation on business interest deduction, changes to standard and itemized deductions and how the impact on loan originator compensation   The panel will also discuss tax issues relating to mortgage servicing.

    Speaker(s)

    Jared Frost, AMP, Partner, Richey May & Co., LLP

    Jared Frost is Partner in Charge of Richey May’s Mortgage Banking Tax Practice. He started with Richey May in 2009 and became a Tax Partner in 2013. Jared has managed relationships with clients in various industries, including mortgage banking, real estate, wholesale, retail and professional services. He currently specializes in providing tax compliance and consulting services to privately held mortgage banking companies throughout the country. He helps clients understand the tax opportunities and consequences that arise from their business decisions. Jared also plays a key role internally at the firm, leading the Mortgage Banking Tax Practice, reviewing the work of staff and managers and assisting with recruiting, practice development, and staff mentoring and evaluations. Previously, Jared worked at KPMG, LLP managing client relationships and reviewing staff work.

    Jared grew up in Los Angeles where he was inspired to pursue a career in accounting by his father, who was also an accountant. Jared attributes his success to a strong work ethic and motivation to acquire knowledge. He now resides in Parker, Colorado with his wife, Holly, and their seven children. The Frost family is particularly fond of the Parker community due to the type of lifestyle it permits. While away from the office, Jared enjoys sports, movies and spending time with family and friends.

    Brad Marckx, Partner, BKM Sowan Horan

    Brad started his career approximately 20 years ago working as a revenue agent with the Internal Revenue Service (IRS). The background with the IRS and a Masters Degree in Taxation (MT) from University of Denver provides a solid foundation in helping businesses, both private and public. Brad’s area of concentration include federal and state tax planning and compliance , ASC 740, Accounting for income taxes (including documentation of uncertain positions), entity choice, and strategic plans and forecasts.

    Brad’s clients benefit from tax strategies that work with the short and long range business objectives. Listening to individuals and management teams’ objectives and educating on the tax options provides a collaborative approach. This can involve merger and acquisitions planning in partnership and corporations, Oil and Gas services and E&P, Section 263A capitalization analysis, or other complex situations.

    Brad enjoys the collaboration, the foundation of BKM Sowan Horan, that comes from working with dedicated professionals and managing a diverse group of clients.

    Jeff Spiegel, Partner, Spiegel Accountancy Corp.

    Jeff Spiegel’s distinguished career as a Certified Public Accountant has included positions with Peat Marwick and Deloitte & Touche, two of the largest accounting firms in the world. He went on to establish his own firm in 1990 to better meet the needs of his clients. Jeff’s experience covers the full range of tax, accounting, audit, and consulting services. His professional style is to maintain a high-level of visibility and interaction with his clients throughout the year to stay abreast of developments within their companies that affect their financial picture.

    Throughout his career, Jeff has specialized in providing services for individuals and small businesses in a wide variety of industries including financial services, real estate, investment partnerships, professional service firms and e-commerce. Jeff has published articles on various tax topics and business practices and is a frequent speaker on various tax, accounting, and business topics. He is actively involved in professional organizations related to specific industries such as the Mortgage Bankers Association, California Mortgage Bankers Association, and the California Mortgage Association. Jeff is a member of the American Institute of CPAs and the California Society of CPAs. He received his BS degree from the University of Arizona and is a Certified Public Accountant in the states of California, Colorado, Connecticut, Oregon, Nevada, Texas, Washington, and Washington DC. In his spare time, Jeff likes to travel and exercise. He loves sporting events and is an avid Golden State Warrior fan – you’ll find him at almost every game. He also likes to hike and spend time with his colleagues and friends.

  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom Foyer

  • CECL: The CREF Specifics

    Location: Marina Ballroom D


    Speaker(s)

    Steve J. Robertson, Partner, PwC

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

    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)

    Steve J. Robertson, Partner, PwC

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

  • Improving Company Performance through Reporting and Analytics

    Location: Marina Ballroom E


    Speaker(s)

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    Quinn Brown, Chief Financial Officer, Axia Home Loans

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

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

    Breakout Session,

    Residential Track

    Read more Read less

    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. 

    Speaker(s)

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    Quinn Brown, Chief Financial Officer, Axia Home Loans

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

    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.

  • Financial Management and Accounting - Unplugged: Session 1

    Location: Marina Ballroom E


    Speaker(s)

    Don Halpern, Partner, Weiner Brodsky Kider PC

    Paul Chiarelli, Partner, Acquavella, Chiarelli, Shuster LLP

    Lisa Haynes, Senior Vice President, Chief Financial Officer, and Chief Diversity and Inclusion Officer, MOrt

    Richard Andreano, Partner, Ballard Spahr LLP

    Breakout Session,

    Residential Track

    Read more Read less

    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

    Speaker(s)

    Don Halpern, Partner, Weiner Brodsky Kider PC

    Paul Chiarelli, Partner, Acquavella, Chiarelli, Shuster LLP

    Lisa Haynes, Senior Vice President, Chief Financial Officer, and Chief Diversity and Inclusion Officer, MOrt

    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

    Richard Andreano, Partner, Ballard Spahr LLP

    Richard J. Andreano, Jr., is a Practice Leader of the Mortgage Banking Group at Ballard Spahr, and a member of the Consumer Financial Services Group. He has devoted over 30 years of practice to financial services, mortgage banking, and consumer finance law.  Rich advises the mortgage and settlement service industries on regulatory compliance and related matters, including issues concerning the Dodd-Frank Act, Real Estate Settlement Procedures Act, Truth in Lending Act, Equal Credit Opportunity Act, Fair Housing Act, Fair Credit Reporting Act, Home Mortgage Disclosure Act, and Gramm-Leach-Bliley Act.  He assists clients with government agency examinations and with regulatory issues, including loan originator compensation matters, affiliated business arrangement and other RESPA matters, and TRID, HMDA, ability to repay matters.  Rich is the author of the MBA Compliance Essentials Loan Originator Compensation Rule Resource Guide™ and co-author of the MBA Compliance Essentials TILA/RESPA Integrated Disclosure (TRID) Resource Guide™.

  • 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.

  • mPower Event

    Location: Marina Ballroom G

    Read more Read less

    mPower — MBA Promoting Opportunities for Women to Extend Their Reach — offers the unique opportunity to connect women working in accounting and financial management within both the residential and commercial / multifamily real estate finance industries. This event starts with a networking reception followed by an informative panel discussion comprised of leaders in the industry.

    Schedule
    5:00 PM - 5:30 PM Networking Reception
    5:30 PM - 6:30 PM Program

    Sponsored by: Richey May & Co.

Thursday, November 21, 2019

  • Read more Read less

    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 

  • Continental Breakfast

    Location: Marina Ballroom Foyer

    Breakfast

  • Registration

    Location: Marina Ballroom Foyer

  • 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.

  • Pipeline Management and Hedge Accounting

    Location: Marina Ballroom E


    Speaker(s)

    Mark Wilson, Managing Partner, CDWL

    Phil Rasori, COO & Head Trader, Mortgage Capital Trading, Inc. (MCT)

    Jennifer Hannah, AMP, Partner, Richey May

    Breakout Session,

    Residential Track

    Read more Read less

    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).

    Speaker(s)

    Mark Wilson, Managing Partner, CDWL

    Phil Rasori, COO & 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.

  • Refreshment Break in the Exhibit Area

    Location: Marina Ballroom Foyer

  • Breakout Session,

    Residential Track

    Read more Read less

    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

  • Hear from Peers (CREF Track)

    Location: Marina Ballroom D

    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.

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