Sponsors

Richey May was founded almost 40 years ago to focus exclusively on the needs of entrepreneurs and business owners, with a dedicated focus on the mortgage banking industry. Our deep level of expertise enables us to have unparalleled experience in Audit, Assurance, and Tax services, as well as a full suite of services and products from Richey May Advisory, designed to help propel our clients’ growth. Richey May's capabilities go beyond traditional services; our insights, innovation, and market intelligence, powered by professionals from the industry, enable our clients to achieve more in technology, operations, business intelligence, cybersecurity, forward-looking risk management and more. Our commitment to excellence has not gone unnoticed, being named a Top 100 Firm by Inside Public Accounting and Accounting Today in 2022 and 2023, respectively. In addition, Richey May Advisory received recognition as a Mortgage Tech 100 and Mortgage Tech Trendsetter by Housing Wire in 2019 and 2020, and the firm won the prestigious Excellence in Firm Culture award from Inside Public Accounting in 2019 and 2020.

• Website: http://www.richeymay.com
• Phone: (303) 721-6131
• Address: 9780 S. Meridian Blvd, Suite 500 Englewood, CO 80112

Accounting for Mortgage Bankers (AMB) is a full-featured accounting system designed specifically for Mortgage Banking. AMB provides integrated web based reporting, dashboard, commission calculation, imaging, workflow, and flexible financial analysis.

• Website: http://www.mortgageaccounting.com
• Phone: (949) 250-0260
• Address: 34 Exective Park , Suite 100 Irvine, CA 92614

• Website: https://cwdl.com/
• Phone: (858) 565-2700
• Address: 5151 Murphy Canyon Road Suite 135 San Diego, CA 92123

Loan Vision helps reduce risk, streamline manual processes, and lower operating expenses by combining a leading financial management solution with loan level accounting.

• Products and Services: Accounting/Finance Systems, Internet Services/Technology Products, Mortgage Technology Products/Services
• Website: https://loan-vision.com/
• Phone: (724) 216-5266
• Address: 507 W Newton Street Greensburg, PA 15601

Moss Adams provides specialized accounting and consulting to over 1,300 financial services companies and financial institutions, including independent mortgage banking companies, mortgage REITS and community banks with mortgage banking operations.

• Website: http://www.mossadams.com
• Phone: (206) 302-6500
• Address: 999 3rd Ave #2800 Seattle, WA 98104

ACS, LLP is a full-service boutique CPA firm that has been providing audit, accounting, business management, tax, compliance, and advisory services to the Mortgage Banking industry for over 30 years. As business and financial consultants, we solve problems creatively and effectively. As accountants and auditors, we provide technical expertise, insight, and service of the highest quality.

• Website: http://www.acsaccounting.com
• Phone: (732) 855-9600
• Address: 517 US Highway 1 South, Suite 3102 Iselin, NJ 08830

As a leading advisory, assurance, and tax firm, CohnReznick helps forward-thinking organizations achieve their vision. Clients benefit from the right team with the right capabilities, proven processes customized to their individual needs, and leaders with vital industry knowledge and relationships.

• Website: http://www.cohnreznick.com
• Phone: (214) 545-3965
• Address: 14675 Dallas Parkway Suite 150 Dallas, TX 75254

Spiegel Accountancy is a national firm that specializes in exceptional service for mortgage lenders. We strive to enhance profitability and reduce business risk by creating innovative strategies and solutions, while offering professional guidance to help elevate business best practices.

• Website: http://www.spiegel.cpa
• Phone: (925) 977-4000
• Address: 2300 Contra Costa Blvd., Ste 425 Pleasant Hill, CA 94523

Accu-Keep specializes in independent mortgage banking accounting and offers a full range of services to help clients streamline the accounting process. Accu-keep partners with clients as their accountant, controller, and/or business advisor.

• Website: http://www.accu-keep.com
• Phone: (970) 485-0340
• Address: PO Box 2655 Silverthorne, CO 80498

Deloitte & Touche, one of the nation's leading professional services firms, provides assurance and advisory, tax, and management consulting services through nearly 30,000 people in more than 100 U.S. cities. Known as an employer of choice for innovative human resources programs, Deloitte & Touche has been recognized as one of the "100 Best Companies to Work For in America" by Fortune magazine for four consecutive years. Deloitte & Touche is the US national practice of Deloitte Touche Tohmatsu.

• Website: https://www2.deloitte.com/us/en.html
• Phone: (571) 882-5000
• Address: 30 Rockefeller Plaza , 41st Flor zx New York, NY 10112

Plante Moran has extensive experience and technical expertise in the banking industry. From internal audit, loan review, and trust audit services to regulatory compliance, technology audit, and other risk management services, our professionals are prepared to help you address any challenge and leverage every opportunity.

• Website: http://www.plantemoran.com
• Phone: (248) 352-2500
• Address: 300 Town Center, Suite 100 Southfield, MI 48075

• Website: http://www.qrm.com
• Phone: (312) 782-4608
• Address: 181 W Madison Street , 41st Floor Chicago, IL 60602