Schedule

To see what we did last time we met in person at MBA's Accounting and Financial Management Conference, download the 2023 schedule.

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Wednesday, November 15

10:30 AM – 5:30 PM
Registration

Celestin Foyer
11:00 AM – 12:30 PM
Financial Management Committee Meeting (Open to MBA members; Closed to media)

Celestin H
1:00 PM – 5:30 PM
Exhibit Area Open

Celestin E
1:00 PM – 2:00 PM
OPENING GENERAL SESSION: CRE Market Outlook

Celestin A

  • Jamie Woodwell
1:00 PM – 2:00 PM
OPENING GENERAL SESSION: Single-Family Market Outlook

Celestin D

  • Fran Mordi, AMP
  • Marina Walsh, CMB
2:00 PM – 2:15 PM
Refreshment Break in the Exhibit Area

Celestin E
2:15 PM – 3:15 PM
CREF TRACK: MSR Valuation

Celestin A

  • Daniel P. Thomas
2:15 PM – 3:15 PM
SINGLE-FAMILY TRACK: CFO Perspectives

Celestin D

  • Fran Mordi, AMP
  • Efe Aghimien, CMB, AMP, CPA
  • David Firestone
  • Michelle Richardson, CMB, AMP
  • Robert L. Truitt, III
3:30 PM – 4:30 PM
GENERAL SESSION: Financial Impact of Regulatory Changes to Capital and Liquidity Requirements for Banks and IMBs

Celestin D

  • Pete Mills
  • Gregory A. Keith
  • Seth D. Sprague, CMB
  • Morgan Wise, RCMS
4:30 PM – 5:30 PM
Opening Reception in the Exhibit Area: Laissez Le Bons Temps Rouler

Celestin E

Thursday, November 16

7:30 AM – 5:30 PM
Registration

Celestin Foyer
8:00 AM – 4:00 PM
Exhibit Area Open

Celestin E
8:00 AM – 8:30 AM
Continental Breakfast

Celestin E
8:30 AM – 9:30 AM
GENERAL SESSION: FASB Update

Celestin D

  • Fran Mordi, AMP
  • Robert L. Truitt, III
  • Alex Casas, CPA
9:45 AM – 10:45 AM
CREF TRACK: Ask the Auditors

Celestin A

  • Steve Robertson
  • Adam Bareham
  • Daniel Lee
9:45 AM – 10:45 AM
SINGLE-FAMILY TRACK: Ask the Auditors

Celestin D

  • Scott Sauer
  • Kristin E. Golab, CPA
  • Chris Hughes, CPA
  • Keith McCalla
10:45 AM – 11:00 AM
Refreshment Break in the Exhibit Area

Celestin E
11:00 AM – 12:00 PM
CREF TRACK: Secondary Market Update

Celestin A

  • Jamie Woodwell
  • Michael Case
  • Alonzo White, III
11:00 AM – 12:00 PM
SINGLE-FAMILY TRACK: Mortgage Accounting 201

Celestin C

  • Henry S. Chavez, CPA
  • Emily Anderson, CPA
  • Paul Chiarelli, CPA
  • Tullus Miller, CPA
11:00 AM – 12:00 PM
SINGLE-FAMILY TRACK: Optimizing Net Gain in Today’s Tough Market

Celestin D

  • Cameron N. Beane
  • Seth D. Sprague, CMB
  • Paul Yarbrough
11:45 AM – 1:00 PM
Networking Lunch

Pool Deck, 5th floor
1:00 PM – 2:00 PM
CREF TRACK: CRE Mortgage Banking Operational Benchmarking

Celestin A

  • Jamie Woodwell
  • Damon Rankin
1:00 PM – 2:00 PM
SINGLE-FAMILY TRACK: MSR Market Trends and Servicing Economics

Celestin C

  • Marina Walsh, CMB
  • Kathryn M. Ferriman, AMP
  • Matt Streadbeck, CPA
1:00 PM – 2:00 PM
SINGLE-FAMILY TRACK: When Every Penny Counts - Managing and Prioritizing Your Spend to Stay Profitable

Celestin D

  • Dustin Pfluger, CPA
  • Mari Denton
  • Paul Van Siclen
  • Joshua Weinberg, CMCP
2:00 PM – 2:15 PM
Refreshment Break in the Exhibit Area

2:15 PM – 3:15 PM
CREF TRACK: Emerging Trends and Issues for Finance and Accounting Leaders

Celestin A

  • Keith A. Kehlbeck, CCMS
  • Issa Bannourah, CFA
  • Shawn Power
2:15 PM – 3:15 PM
SINGLE-FAMILY TRACK: Best Practices of Financial Planning and Analysis

Celestin D

  • Joe Ludlow
  • Augie Del Rio
  • David A. Fratangelo
  • Michael Murgado
2:15 PM – 3:15 PM
SINGLE-FAMILY TRACK: Tax Planning and Strategies - Including Remote Worker Considerations

Celestin C

  • Santo Chiarelli, CPA
  • Jared Frost, AMP
  • Brad Marckx
  • Lucy Turek, CPA
3:15 PM – 3:30 PM
Refreshment Break in the Exhibit Area

Celestin E
3:30 PM – 4:30 PM
GENERAL SESSION: The Now and the Future of Artificial Intelligence and Implications for Finance Professionals

Celestin D

  • Timothy Persons
  • Ken Perry
4:30 PM – 6:00 PM
mPower Event: The Attack of the Imposter Monster

Celestin C

  • Rosie Marlier, CPA, AMP
  • Leora Ruzin, CMB, AMP

Friday, November 17

8:00 AM – 10:30 AM
Registration

Celestin Foyer
8:00 AM – 9:45 AM
Exhibit Area Open

Celestin E
8:00 AM – 8:30 AM
Continental Breakfast

Celestin E
8:30 AM – 9:30 AM
CREF TRACK: Hear from Peers

Celestin A

  • Jamie Woodwell
8:30 AM – 9:30 AM
SINGLE-FAMILY TRACK: AFM Experts on Call - Closing Q&A Super Session

Celestin D

  • Kevin J. Conte, CPA
  • Pam Cooper, CMB, CPA
  • Stuart Machisak
  • Tullus Miller, CPA
  • Chad Murphy
9:30 AM – 9:45 AM
Refreshment Break in the Exhibit Area

Celestin E
9:45 AM – 10:45 AM
BREAKOUT SESSION: Career Development and Resume Revamp for Finance Professionals

Celestin A

  • Pam Cooper, CMB, CPA
  • Mo Oursler, CMB
  • Jeff Wise

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