SINGLE-FAMILY TRACK 1: Decoding Mortgage Accounting – Essential Knowledge for Mortgage Accounting Professionals
This session provides advanced learning on important topics for Mortgage Accounting professionals, including hedge accounting, warehouse lending essentials reserving for repurchases, indemnifications, default-related losses, financial statement analysis, and ethics for accounting professionals.
Speakers
Speakers
Henry Chavez works with thriving organizations, serving as a strategic resource for their growth and success. Henry has provided assurance and business consulting services to privately held businesses in the financial services, manufacturing and distribution, technology, and non-profit sectors. Before joining Spiegel, Henry spent 15 years at PricewaterhouseCoopers, where he provided assurance services for international clients in banking and manufacturing and distribution. Henry holds a B.A. from the University of California, Santa Cruz, and an MBA from the University of California, Irvine. He is a licensed CPA in the state of California, as well as others around the country.
Paul Chiarelli, CPA, is an Audit Partner at ACS and services various industries, including mortgage banking, private lending, real estate/multi-family, asset-based lenders, among others. The services provided include financial statement audits, internal control analysis, subservicing oversight, quality of earnings, etc. In addition, Paul provides consultation services with respect to various mortgage banking issues, including derivatives, allowance for loan losses, leases, regulatory changes and tax matters. Paul has a B.S. in accounting and finance from Rutgers University.
Jennifer joined Richey May in January 2012 and was promoted to Assurance Partner in 2014. In 2020, she was promoted to Practice Leader of Mortgage Banking Audit. Prior to joining Richey May, Jennifer worked with a large national accounting firm and in the finance department of a construction company, providing her with experience as both a client and a client-serving professional. Jennifer specializes in mortgage banking, real estate, nonprofits and 401(k) plans. She has authored a number of white papers for the mortgage banking industry and is a sought-after speaker, providing insight for clients, numerous industry associations as well as internal training for the firm. Jennifer is focused on providing consulting advice to her clients, and she has experience in process improvement that has earned her much appreciation from many of the businesses Richey May serves. She has trained a number of clients and new entrants to the industry on hedging, mortgage servicing rights and other areas specific to mortgage banking.
Stuart Machisak is currently the SVP, Corporate Controller at Mr. Cooper Group Inc. and previously served as the Business Unit Controller of Servicing and Originations at Onity (fka Ocwen). Stuart is familiar with mortgage accounting topics related to originations, mortgage derivatives, servicing, and subservicing. Prior to these roles, Stuart spent 12 years in the Financial Services Assurance and Advisory practice at EY specializing in mortgage banking and banking. Stuart is a licensed CPA in the states of Texas and Michigan and has both a B.A. and M.S. from Michigan State University.
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