Registration is open for our 2019 event, November 19-21 in San Diego. Join us there!

About our 2018 Conference:
MBA's Accounting and Financial Management Conference 2018 prepares you for the changes that affect 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 accounting, 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
  • CFO Perspectives
  • Revenue Recognition
  • Best Practices for Interest Rate Lock Commitment (IRLC)
  • MSR Valuation and Market Outlook
  • Benchmarking and Improving Financial and Operational Performance
  • How Fintech May Transform the Mortgage Business
  • Mergers & Acquisitions
  • IMB Cash Management and Liquidity
  • Secondary Market
  • Current Expected Credit Loss Model (CECL)
Commercial/Multifamily topics:
  • Commercial/Multifamily Real Estate Finance (CREF) Forecast
  • FASB update
  • Tax Reform in the World of CREF
  • Managing Liquidity
  • Technology and Market Changes
  • Issues in Compensation
  • M&A and Valuation
  • LIBOR - Challenges and Issues
  • Career Success for You and Others
  • Hear from Peers (roundtable discussion)

Who Attends?

AFM18 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:

 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 principles to mortgage banking companies, including MSR accounting and valuation, pipeline management, hedge accounting, accounting for credit losses and the classification and measurement of financial instruments.
  • Ascertain the mortgage market operating environment via economic and financial performance, risk management and regulatory discussions.
  • Compare approaches for financial reporting.
  • Explore cash and balance sheet management strategies, including finding capital sources, financing assets, ensuring liquidity and capital adequacy.
  • Review best execution alternatives including servicing retained vs. servicing released; portfolio vs sale to others; and whole loan sales vs. agency sales.
  • Explore tax issues that have implications for individual firms and the mortgage industry, and how to apply them to your day-to-day business operations.


Our Sponsors