SINGLE-FAMILY TRACK: Ask the Auditors
In this interactive Q&A session, experts discuss timely accounting, financial management and audit topics that impact your bottom line, and share their views on FASB, SEC, PCAOB, and AICPA agendas. This is your chance to have your questions answered on current and upcoming accounting standards updates, and audit issues and challenges. Topics include accounting for ASC Topic 326 (CECL), derivatives and hedging, provisions for repurchases and other compensatory fees, reference rate reform, leasing, and more.
Speakers
Moderator
Liz is an Audit Senior Manager with over 11 years of EY Assurance experience focused on the financial services sector and serves banking and insurance clients in the South markets. Liz has experience auditing domestic and global companies in both the public and private sector. Liz is also a leader in the EY Mortgage Banking Network, providing thought leadership throughout the firm as it relates to industry insights, audit, and regulatory matters within the mortgage banking space.
Speakers
I started my career at Plante Moran in 2008 and have focused my time within the financial services industry group ever since. I perform and supervise accounting, financial statement audit, and consulting engagements, primarily for financial institutions and IMBs. I also perform internal control risk assessments and related testing, including ICFR audits for FDICIA banks and SEC registrants. I am the subject matter expert in the firm's Professional Standards Group as it pertains to the mortgage industry, including compliance requirements. I have a B.A. and an M.S. in accounting from Michigan State University. I am a member of the AICPA, the MICPA, MMLA, and the Mortgage Bankers Association, and have had the honor of speaking at multiple MBA conferences over the last several years.
Chris has practiced public accounting since 2009. He specializes on clients in the financial services industry, primarily mortgage companies, public and privately held community banks, credit unions, and other specialty lenders. Chris assists clients with technical accounting issues and implementing accounting policies and procedures. He has extensive SEC reporting experience in addition to experience conducting audits of internal control over financial reporting and audits in accordance with Government Auditing Standards. He also has a deep level of experience with lending compliance engagements, including HUD/GNMA, USAP, and Regulation AB. Chris is a leader in the firm’s Financial Services Group. He plays an integral role in training and developing staff personnel. He is also a frequent speaker at industry events.
Dustin Pfluger, CPA has been practicing public accounting since 2004, with the past 13 years focused exclusively on the mortgage banking industry. His mortgage accounting expertise allows him to make complex financial information more accessible to his clients, empowering them to make informed decisions. Dustin regularly speaks at industry conferences and webinars throughout the country, and currently serves as a board member and committee member of several committees of the Texas Mortgage Banking Association (TMBA). Dustin joined CWDL in 2020 as a partner to help lead and grow the mortgage practice. CWDL provides industry-specific audit, accounting, and tax solutions to guide clients through industry complexities and shifting regulations, helping them maximize profit and capitalize on emerging opportunities.
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