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

  • 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

  • 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

Wednesday, November 20, 2019

  • 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,

    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.

  • Regulatory Update (CREF Track)


    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.

  • 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,

    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.

  • Tech in CREF


    Speaker(s)

    Andrea Jang, Head of Growth, Americas, Jones Lang LaSalle

    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.

    Speaker(s)

    Andrea Jang, Head of Growth, Americas, Jones Lang LaSalle

Thursday, November 21, 2019

  • Innovation and the Future for Mortgage Finance Professionals (Residential/CREF Joint Session)


    Speaker(s)

    Lane Hayes, Deloitte

    Chris Moller, Partner, Deloitte

    Breakout Session,

    Residential Track,

    CREF Track

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    The work and workforce of the future will not look the same way it does today. Finance and Accounting across all sectors, countries, and industries are rapidly evolving to take advantage of both the massive efficiency increases and strategic capabilities enabled by the transformation. This session takes a look at how the nature of the work will change, its direct impacts on mortgage finance and accounting professionals, and how firms can adapt to the accelerating of pace of the disruption.

    Speaker(s)

    Lane Hayes, Deloitte

    Lane has spent his consulting career assisting CFOs, CAOs, and Controllers at banking and non-bank financial institutions to modernize their organizations. Leveraging the lessons learned from his career at one of the largest banks in the U.S., he has worked with institutions of all sizes in the mortgage space to apply leading tools, optimize their work, and adapt their workforce to the rapidly changing space. His primary areas of focus are technology-driven data provisioning, automation & process improvement, and modeling & analytics.

    Chris Moller, Partner, Deloitte

    Chris is a Partner in Deloitte’s financial services practice with experience serving financial services clients around the world including significant experience with SEC reporting and internal controls over financial reporting.  He has supervised and led audit teams of several public and private financial services companies including banks, mortgage banks, investment funds, business development companies, investment managers, brokerage firms and financial technology companies. Chris also has financial due diligence experience on both domestic and international M&A transactions.

  • 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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