MBA's Accounting & Financial Management Conference 2019

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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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Wednesday, November 20, 2019

  • General Session: FASB Update


    Speaker(s)

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

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

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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.

  • 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.

  • The CFO Perspective


    Speaker(s)

    Brandon C. Coleman, Partner, Deloitte

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

    Frank Plenskofski, Executive Vice President, Nationwide Mortgage Bankers

    Robert Truitt, Chief Financial Officer, Mortgage, Flagstar Bank

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

    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)

    Brandon C. Coleman, Partner, Deloitte




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




    Frank Plenskofski, Executive Vice President, Nationwide Mortgage Bankers




    Robert Truitt, Chief Financial Officer, Mortgage, Flagstar Bank

    Robert L. 

    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.

  • 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.

  • Mortgage Servicing Rights


    Speaker(s)

    Mike Barber, Partner, BKM Sowan Horan

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

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

    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)

    Mike Barber, Partner, BKM Sowan Horan

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

    Alan Qureshi, Managing Partner, Blue Water Financial Technologies

  • 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?

  • Regulations and Policy: The Big Picture


    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)


    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,

    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?

  • Tax Reform


    Speaker(s)

    Jeff Spiegel, Partner, Spiegel Accountancy Corp.

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

    Brad Marckx, Partner, BKM Sowan Horan

    Breakout Session,

    Residential Track

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    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. Areas which they lend clarification to include the new pass-through deduction, limitation on business interest deduction, and changes to standard and itemized deductions.

    Speaker(s)

    Jeff Spiegel, Partner, Spiegel Accountancy Corp.

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

    Brad Marckx, Partner, BKM Sowan Horan

  • 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.

  • Improving Company Performance through Reporting and Analytics


    Speaker(s)

    Jim Cameron, Senior Partner, STRATMOR Group

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    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)

    Jim Cameron, Senior Partner, STRATMOR Group

    Prateek Khokhar, Chief Financial Officer, American Pacific Mortgage Corporation

    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.

  • 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

  • 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

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    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.

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