AFM21

Schedule

Note: Schedule subject to change. 

We look forward to seeing you in person. To see what we did last time we met in person at our 2019 Accounting and Financial Management Conference, you can download the schedule here

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Wednesday, November 10, 2021

  • Registration

  • Exhibit Hours

  • Opening Session: Economic and Mortgage Market Outlook


    Speaker(s)

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

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

    Marina Walsh CMB, Vice President, Industry Analysis, Mortgage Bankers Association

    CREF Track,

    General Session,

    Single-family Track

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    The outlook for the economy and the mortgage market is far from certain, 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, inflation, 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. The session begins with opening remarks from MBA’s Vice President of Financial Management, Tax & Accounting Policy, Fran Mordi and MBA’s Vice President of Industry Analysis, Marina Walsh.

    Speaker(s)

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

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

    Marina Walsh CMB, Vice President, Industry Analysis, Mortgage Bankers Association

  • Refreshment Break

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    We’re from Washington and we’re here to help. This session will highlight key legislative and regulatory issues for the commercial and multifamily mortgage markets. From tax changes and the regulation of the GSEs to FHA and potential SEC actions on ESG disclosure, this session will provide the latest on the key policy issues that are in play. Attendees will learn about the key policy issues affecting commercial real estate finance and how they may affect your firm.

  • Breakout Session,

    Single-family Track

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    The basics have never been more important than now. Mortgage accounting starts with these very important topics, and with our expert panelists, you will get an in-depth discussion of accounting treatment for:
    • Loan production revenue and expense
    • Loans held for sale
    • MSR asset
    • Rate lock commitments
    • Loan sales and securitizations
    • Servicing revenues and expenses

  • Breakout Session,

    Single-family Track

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    Get the latest data and analyses on mortgage company financial and operational performance – focusing specifically on the production side of the business. What factors have been driving production profits? How are lenders faring with staffing, productivity, days to close and other operational metrics? This session will include considerations for retail, consumer direct as well as third-party production channels across depository and non-depository institutions (A separate session on the economics of mortgage servicing takes place immediately after this session.)

  • Refreshment Break

  • Breakout Session,

    CREF Track

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    The flow of capital to commercial and multifamily real estate has been strong and cheap. This session will highlight the current state of the secondary markets for commercial mortgages and how investors and issuers are approaching changing market conditions. Attendees will learn about the latest products and what is driving demand – and supply – of commercial and multifamily mortgage-backed securities.

  • Breakout Session,

    Single-family Track

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    See where we’ve been and what might be in store for the bulk and co-issue MSR markets. We will dive into differences between government and conventional MSR markets and factors that could present game-changers. The panel will also consider the post-forbearance servicing world: delinquency rates, loan workout performance and servicer profitability, expenses, and productivity.

  • Breakout Session,

    Single-family Track

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    The pandemic impacted just about every aspect of business operation, and the mortgage industry was not left out. This session will discuss the impact on accounting & financial reporting, and also address the effect of some of the provisions enacted in response to the pandemic, including allowance for loan loss, hedging, impairment, accounting impact of forbearance on Ginnie loan buyout program, modification accounting, and other general accounting considerations in response to the pandemic.

  • Exhibit Hours,

    Networking Opportunities,

    Reception

Thursday, November 11, 2021

  • Registration

  • Breakfast

  • Exhibit Hours

  • General Session: FASB Update


    Speaker(s)

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

    General Session,

    Single-family/CREF Joint Session

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    The Financial Accounting Standards Board (FASB) Update
    Don’t miss the annual FASB Update! Topics will include:
    FASB Projects relating to COVID-19
    Hedge Accounting
    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 and FASB's pace of change

    Speaker(s)

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

  • Refreshment Break

  • Breakout Session,

    CREF Track

    Read more Read less

    The pandemic and ensuing recession created a crash course on troubled debt restructures, forbearance, loan loss reserves and more for commercial real estate finance firms. Hear the top issues on which auditors are focused as we close out 2021 and head for 2022. Attendees will learn about the latest accounting and financial management issues and pronouncements and how auditors are applying them to commercial real estate finance.

  • Breakout Session,

    Single-family Track

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    In our interactive Q&A session, experts discuss timely accounting, financial management and audit topics, and share their view on FASB agendas. 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.

  • Lunch,

    Networking Opportunities

  • Breakout Session,

    CREF Track

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    Mortgage service rights are a central component of the value of many commercial/multifamily mortgages and are dependent on a range of economic and market factors that have been relatively fluid. Come hear how commercial real estate finance firms are approaching valuing their MSRs. Attendees will learn about the key drivers of commercial/multifamily mortgage service rights values and what is affecting changes in them.

  • Breakout Session,

    Single-family Track

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    Seek to demystify the elusive art of financial reporting and business analytics in ways that will enable you to stay in front of your business. Exerts discuss the emergence of intuitive, state-of-the-art web-based applications, real-time data, and mobile apps across the industry—with a focus on helping you design an intuitive platform for the business user, creating a more rewarding BI experience across all departments.

  • Breakout Session,

    Single-family Track

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    Get an overview of the different M&A and funding transactions that have taken place in the past two years and what can be expected in 2022. From special purpose acquisition companies (SPACs) to more traditional bank mergers, how will these deals affect the mortgage industry? How might financial reporting be different? Whether your company is in the market to buy, sell or explore options, there are many considerations to weigh. Hear from experts who have worked to put M&A deals together.

  • Refreshment Break

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    With CECL and other changes to commercial and multifamily mortgage accounting, understanding and modeling loan performance was a hot topic even before the pandemic. This session highlights how a new set of experiences and information – quite distinct from what was seen during the GFC – is being folded into how firms account for loan losses. Learn about what the COVID-experience showed about loan losses and how that may (and may not) affect CECL and other accounting activities.

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    As mortgage industry volume subsides from levels of the past two years and margins start to tighten, lenders need to contain production costs and optimize resources to ensure long-term financial viability. This session will break-down the various components of the cost to originate. Panelists discuss cost containment strategies through technology improvements, workflow efficiencies, and personnel cost management.

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    Experts dissect and analyze pending tax bills impacting the mortgage finance industry, as well as upcoming and current finance and housing agencies’ regulations important for accountants to know.

  • Breakout Session,

    Single-family Track

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    A not-to-miss session for financial planning and analysis managers., this panel will discuss approaches and timelines for budgeting and forecasting: who is involved, when does it take place, and how often; common inputs for viable budgeting and forecasting models and scenario planning; and how to justify budget requests. The differences between forecasting P&L vs. cash flows, as well as tools that make the forecast process run more smoothly will also be covered.

  • Single-family/CREF Joint Session: Technology as Utility and Differentiator


    Speaker(s)

    James Woodwell, Vice President, CRE Research & Economics, Mortgage Bankers Association

    Breakout Session,

    Single-family/CREF Joint Session

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    CFOs lead companies by weighing in on strategic and tactical technology spending and investment decisions. Understanding the role technology plays in today’s mortgage banking business is critical to your success. Attend to hear tech experts discuss tech’s role as a fundamental utility and an increasingly key differentiator for real estate finance firms.

    Speaker(s)

    James Woodwell, Vice President, CRE Research & Economics, Mortgage Bankers Association

  • mPower Event

Friday, November 12, 2021

  • Registration

  • Breakfast,

    CREF Track,

    Single-family Track

  • Breakfast

  • Exhibit Hours

  • Breakout Session,

    Single-family Track

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    Get an update of current positions and policies toward counterparty risk management from agencies such as Fannie Mac, Freddie Mac, Ginnie Mae and Conference of State Bank Supervisors (CSBS). Hear about what the agencies are doing now to ensure financial stability of their counterparties, particularly independent mortgage companies that own mortgage servicing rights. Several proposed changes to capital and liquidity requirements are on the table and this is an opportunity to ascertain how these changes impact your company.

  • Breakout Session,

    Single-family/CREF Joint Session

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    The pandemic led to a dramatic shift in where and how employees work – some of which may be temporary, some longer lasting. This session will highlight shifting trends in staffing and early signs of what might stick. Attendees will learn the latest trends in staffing and compensation and how real estate finance companies are adjusting to the new (fluid) normal.

  • Refreshment Break

  • Breakout Session,

    CREF Track

    Read more Read less

    What a year! Don’t miss our annual commercial/multifamily roundtable discussion and your chance to ask peers about how they are addressing common challenges and opportunities faced by finance professionals. Learn about key accounting and financial management issues affecting commercial/multifamily real estate finance firms and how peers are approaching them.

  • Breakout Session,

    Single-family Track

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    You won’t want to miss our popular panel of mortgage industry finance professionals discussing the top financial and accounting challenges affecting the mortgage business. Come and hear the types of issues that keep a CFO up at night. We’ll address top-of-mind issues such as: the audit process; regulatory and investor requirements, including recent changes; views on the current mortgage market, views on the post-forbearance servicing world; managing risk and more.

  • Refreshment Break

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    Compliance problems in today’s hyper-sensitive mortgage world can be more than just embarrassing – they can cause financially ruin. Beyond just the significant monetary burden of fines and restitution, the costs of internal business disruption caused by efforts to respond to examinations and litigation, together with lost business opportunities coming from reputational damage, can be devastating. Experts who have helped numerous companies through real situations outline the risk areas not to overlook and explain what you can do to manage risk now.

  • Breakout Session,

    Single-family 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).

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