SINGLE-FAMILY TRACK: AFM Experts on Call - Closing Q&A Super Session

Partner, Plante & Moran, PLLC

Kevin Conte has worked with both institutional and independent mortgage banking organizations throughout his career in public accounting, leading Plante Moran's broad-based financial services team in providing assurance, tax, and consulting services to mortgage bankers. Consulting services provided to our mortgage banking clients include tax/entity structuring, M&A, due diligence, cyber-security and other IT/risk management services, employee benefit/deferred compensation plans, health insurance plan structuring and funding options and exit strategies/succession planning.

CBC Mortgage Agency

As a 30 year veteran of the mortgage industry, Pam has worn many hats in the financial management side of mortgage banking. She got her start in in Orange County, California in the 1980’s while still a college student at UC Irvine, performing various investor reporting and accounting functions while working as a receptionist at a local mortgage banking firm. She went on to various accounting and finance roles, including 10 years with Deloitte where she served as an industry specialist in the Audit and Advisory Practice. She was part of the restructuring team at Aurora Loan Services after the bankruptcy of Lehman Brothers, and prior to CBC Mortgage Agency, was Chief Financial Officer of a $3.7 billion independent mortgage bank. In 1999 she earned her designation as a Certified Mortgage Banker (CMB) the industry standard of professional success, symbolizing respect, credibility, ethics and achievement within real estate finance. A CPA, she is also serves as Chair of the Mortgage Bankers Association ’s Accounting and Finance Committee.

Vice President, Controller, Mr. Cooper

Stuart Machisak is currently the VP, Corporate Controller at Mr. Cooper Group Inc. and previously served as the Controller of Servicing and Originations at Ocwen Financial Corp. 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.

Partner In-Charge, Financial Services, Cathedral Accountancy

Tullus serves as Practice Leader of Financial Services at Cathedral Accountancy, LLP. He has over 30 years of experience in the financial services industry with duties that includes risk navigation, M&A and other capital market activities, internal control over financial reporting (SOX 404) consulting, regulatory matters, corporate governance, financial asset transfers and securitizations, derivatives, credit risk (CECL), financial reporting and corporate strategy. Tullus works with both public and privately-held companies, including investment companies, such as private equity and venture funds, bank and credit unions, and other specialty lenders, such as leasing companies, mortgage banks and mortgage REITS.

Assurance Partner, Richey May

As the former Controller and CFO at various mortgage lenders, Chad brings a unique perspective to his role as an Assurance Partner. Understanding the issues from both sides of the table helps him to advise clients on the best practices for success. Chad is a frequent contributor of thought leadership to the industry as a speaker and white paper author, educating clients on the impact of regulatory and accounting standard changes. With deep experience working with a wide variety of independent mortgage banks across the country, Chad provides consulting services to his clients as well, including assisting clients with process improvements, deciphering accounting standards, providing efficiencies with their accounting software and front-end system, hedging, and much more.