Commercial Real Estate Finance Financial Officer Roundtable 2024

MBA hosts a peer group for finance professionals from commercial / multifamily real estate finance firms. The group meets in person twice per year and stays in touch throughout the year via conference calls and webinars. The 2024 Roundtable will take place May 15 and 16 in DC at Mortgage Bankers Association Headquarters.  Topics under consideration for discussion at the May roundtable include: Market update, MSR Discussion, Changing Capital Requirements, State of the Market, Accounting Standards, GSE Update,  Loan Performance, and Others. If you would like to join or have any questions email [email protected].

SAMPLE AGENDA

Wednesday, May 15, 1:00 – 6:30 p.m.

1:00 p.m. – 1:15 p.m.    Welcome, Introductions, and Review of Antitrust Guidelines

1:15 p.m. – 1:45 p.m.    CRE Mortgage Market Update, Outlook and Discussion

1:45 p.m. – 2:45 p.m.    Pandemic Impact from a Finance Perspective

2:45 p.m. – 3:00 p.m.    BREAK

3:00 p.m. – 3:45 p.m.    Accounting and Tax Deep Dive

3:45 p.m. – 4:15 p.m.    Open Discussion

4:15 p.m. – 5:00 p.m.    Secondary Market Update

5:00 p.m. – 6:30 p.m.    NETWORKING RECEPTION

Thursday, May 16, 8:00 a.m. – Noon

8:00 a.m. – 8:30 a.m.    BREAKFAST

8:30 a.m. – 9:15 a.m.    Loan Performance

9:15 a.m. – 9:35 a.m.    MSR Discussion

9:35 a.m. – 9:55 a.m.    Regulatory/Policy Update

9:55 a.m. – 10:05 a.m.    BREAK

10:05 a.m. – 11:00 a.m. LIBOR to SOFR Transition

11:00 a.m. – 11:30 a.m. MBA MSR Survey Update

11:30 a.m. – 12:00 p.m. Open Discussion