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.

Download Agenda Editable Agenda

Tuesday, November 19, 2019

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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.

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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.

  • 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

  • The Economics of Mortgage Servicing


    Speaker(s)

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

    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)

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

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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.

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