MBA's Accounting and Financial Management Conference 2017

Grow your business. Manage your bottomline. Prepare for change.

MBA's Accounting and Financial Management Conference 2017 prepares you for the changes that affects your business' bottom-line.

This conference provides critical information and insights essential to finance and accounting professionals in both the single-family and commercial/multifamily (CREF) mortgage markets.

Join us to get targeted, real-world solutions to today's accouting, regulatory and finance challenges; learn the latest accounting principles for financial management; and earn CPE credits by the end of the year.

Residential topics:
  • FASB update and Ask the Auditors sessions
  • Role of technology in managing costs
  • Current Expected Credit Loss Model (CECL)
  • Current tax issues and the future of GSEs
  • Funding and warehouse lending
  • Managing liquidity
  • Best Practices for Interest Rate Lock Commitment (IRLC) 
  • MSR valuation and market outlook
  • Benchmarking and improving financial and operational performance 
  • Compensation issues
Commercial/Multifamily topics:
  • Commercial/Multifamily real estate finance forecast
  • FASB update
  • Tax reform and implications for the market and your business
  • Managing liquidity
  • CECL and other accounting issues for CREF
  • Future of the GSEs
  • CREF secondary markets
  • Who's Doing What?  In-house, Outsourced and Everything In-between
  • Tune your business and manage your bottom-line
  • Hear from Peers (roundtable discussion)

Who Attends?

AFM17 is tailored to titles and positions in these categories:

  • Real estate finance professionals working in both Residential and Commercial/Multifamily industries
  • Chief Executive Officers
  • Chief Financial Officers
  • Chief Operating Officers
  • Financial Analysts
  • Controllers  
  • Internal and Independent Auditors
  • Accounting Policy Managers
  • Tax Managers
  • Accounting/Tax Experts
  • Technology professionals
  • CPAs
  • Anyone looking to earn CPE credits

CPE Information

The Mortgage Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

In addition to getting up to speed on the latest developments in financial and accounting policies, attendees also have the opportunity to earn up to 13 CPE credits.

 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   
Advanced Preparation: None
Delivery Method: Group Live
Learning Objectives: 

• Apply current accounting principlesto mortgage banking companies,including MSR accounting andvaluation, pipeline management,hedge accounting, accounting forcredit losses and the classification andmeasurement of financial instruments.
• Ascertain the mortgagemarket operating environmentvia economic and financialperformance, risk managementand regulatory discussions.
• Compare approaches forfinancial reporting.
• Explore cash and balancesheet management strategies,including finding capital sources,financing assets, ensuringliquidity and capital adequacy.
• Review best execution alternativesincluding servicing retained vs.servicing released; portfoliovs sale to others; and wholeloan sales vs. agency sales.
• Explore tax issues that haveimplications for individual firmsand the mortgage industry, andhow to apply them to your day to-day business operations. 

Our Sponsors