SINGLE-FAMILY TRACK: CFO Perspectives
Don’t miss this session designed for accounting and finance professionals! Gain valuable insights into top company strategies and understand their significance in the current market. Learn best practices for CFO succession and staff development to ensure smooth leadership transitions. Discover impactful finance and accounting department strategies to boost efficiency and delve into balance sheet and profitability management techniques to optimize your company’s financial health. This is a unique opportunity to compare strategies with peers, share your insights, and enhance your professional toolkit. Your participation is welcome—join us and elevate your expertise!
Speakers
Moderator
Tullus has more than 25 years of experience primarily serving commercial loan and banking organizations, credit unions, mortgage banking companies, and other specialty lenders, investment partnerships, and companies. The services he provides clients include financial statement audits, SEC filings and registration statements, internal control evaluations, initial acquisition audits, derivatives, securitization accounting, and merger and acquisition consulting.
Speakers
Joe DeDominicis is a seasoned industry leader with over 35 years of experience in mortgage lending, servicing, and financial institutions. Beginning his mortgage banking career more than three decades ago, Joe has held successful senior leadership roles and is recognized for driving revenue growth, profitability, and risk management. Joe brings a unique, diversified background that combines expertise in accounting and finance, capital markets, risk management, operations, technology, and compliance.
Felicia Grumet serves as Chief Financial Officer of Newrez. Felicia has over 30 years of experience in the financial services industry. Prior to joining NewRez, Felicia spent 13 years as a Managing Director at Bank of America, where she managed several business areas within Global Fixed Income. Her responsibilities spanned business strategy and development, revenue growth, capital and liquidity management, new products and platform development and operating efficiency. Prior to joining Bank of America, Felicia spent 15 years at Bear Stearns in Mortgages and Structured Credit Derivatives focusing on a variety of mortgage, asset-backed and other securitized products.
Joshua Savage is an accomplished Certified Public Accountant with professional expertise in public and industry accounting. Josh joined the BankSouth Mortgage team as Chief Financial Officer in May of 2019. As Chief Financial Officer, Josh leads the accounting and finance team and is responsible for and oversees all financial reporting, forecasting, analysis, and financial strategy. He is also on the Compensation and Secondary Marketing Risk Committees. Prior to joining BankSouth Mortgage, Josh held several executive level roles including Vice President of Mortgage Finance at Fidelity Bank Mortgage, and Chief Financial Officer at Capital Mortgage Services of Texas where he led and was responsible for all aspects of the finance and accounting strategies.
