Accounting and Financial Management Conference

MBA's Accounting and Financial Management Conference 2016

Stay one step ahead.

MBA's Accounting and Financial Management Conference 2016 prepares you for the changes that affects your business' bottom-line. This conference provides critical information and insights that are essential to finance and accounting professionals in the single-family and commercial/multifamily real estate finance industry.  

After attending this conference you'll have targeted, real-world solutions to today's accounting, regulatory and finance challenges; knowledge to make confident financial decisions in an ever-changing industry; latest accounting principles for financial management; and up to 14.5 CPE credits (subject to full conference participation and approval by your state board of accountancy).

Residential track topics include:

  • CFO Perspectives; FASB Update and Ask the Auditors panels
  • Risk considerations for originating and servicing government loans
  • IMB Liquidity: Metrics, stressors and best practices
  • Classification and measurement of financial instruments and accounting for leases
  • Loans Held in Portfolio: Valuation and future impact of Current Expected Credit Losses (CECL)
  • Secondary marketing execution alternatives
  • Stress testing scenarios and metrics and internal audit
  • Recruitment and career-building strategies
  • Forecasting and budgeting techniques
  • M&A Overview: Considerations for valuing your company
  • Managing MSR volatility and market outlook for acquiring and selling MSRs

Commercial/Multifamily track topics include:

  • Commercial/Multifamily mortgage banking forecast
  • CREF secondary markets
  • FASB update
  • Hear from peers (roundtable discussion)
  • The face of the future: Millennials
  • Information security best practices
  • Managing through metrics
  • Risk ratings and loan loss reserves
  • Human resources challenges
  • Macroeconomic update

Who Should Attend

  • Residential and commercial / multifamily real estate finance professionals
  • CFOs and COOs
  • Financial analysts
  • Controllers
  • Warehouse Lenders
  • Internal and independent auditors
  • Accounting policy managers
  • Tax managers
  • Accounting / tax experts

Additional Information

Prerequisites: Does not require any prerequisites.

Program Level: Basic - MBA conference sessions are developed at the knowledge level appropriate to the topic, based on mortgage industry standards to include level, basic.

Fields of Study:
Specialized Knowledge, Accounting, Auditing, Finance, Tax  

Advanced Preparation: None
Delivery Method: Group Live

Learning Objectives:

  • Apply current accounting principles to mortgage banking companies, including MSR accounting and valuation, pipeline management, hedge accounting, accounting for credit losses, and classification and measurement of financial instruments.
  • Ascertain the mortgage market operating environment via economic and financial performance, risk management and regulatory discussions.
  • Compare approaches to stress testing, forecasting and budgeting, and financial reporting.
  • Explore cash and balance sheet management strategies, including financing MSRs and transfers, ensuring liquidity and meeting capital and net worth requirements.
  • Review secondary marketing best execution alternatives including servicing retained vs. servicing released; portfolio vs sale to others; and whole loan sales vs agency sales.

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