Live Stream - Accounting and Financial Management Conference


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Early Cutoff:

  Before Regular After
Member Price (Before ) $499.00 $499.00 (After ) $499.00
Non-Member Price (Before ) $699.00 $699.00 (After ) $699.00


Not able to attend MBA's Accounting and Financial Management Conference this year?

Attend MBA's Accounting and Financial Management Conference from the convenience of your desk and earn up to 6 CPE credits.

Registration for the Live Stream closes Wednesday, November 13 at midnight Pacific Time.

The following sessions will be broadcast live from San Diego, CA: Go to for full session descriptions.

Wednesday, Nov. 20- 8:30 AM - 3:50 PM Pacific Standard Time


8:30 am - 9:30 am - Pacific Time

General Session: The Financial Accounting Standards Board (FASB) Update

9:45 AM - 10:45 AM - Pacific Time

The CFO Perspective

11:00 AM - Noon - Pacific Time

Mortgage Servicing Rights c

1:00 PM - 1:50 PM - Pacific Time

Loan Originator Compensation

2:00 PM - 2:50 PM - Pacific Time

Financing and Balance Sheet Strategies for Non-Depository Institutions

3:00PM - 3:50 PM - Pacific Time

Improving Company Performance through Reporting and Analytics

Please note: Session are not sold separately, registration includes a link to access the full day of live streamed sessions.

All registered attendees will receive a link to the recording of all sessions within one week after the event, which will be available to access until February 21, 202. A CPE certificate of attendance will be emailed to registered attendees a week after the event. You will be prompted to verify attendance throughout the sessions. CPE credit can only be issued through live attendance, it cannot be given for recordings.

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:

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

Advanced Preparation: None

Delivery Method: Group Internet Based

Learning Objectives:

Apply current accounting principles to mortgage banking companies, including MSR accounting and valuation, 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.

Learn about different approaches to financial management from mortgage company CFOs.

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.


PHOTO/VIDEO DISCLAIMER: By registering for and attending this event, you agree that your image and voice recording may be used at any time, without further notification, for printed materials, web sites, social media, live-streaming, webcasts, and other marketing and educational purposes.