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2008 Accounting Tax & Financial Analysis Conference
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Opening General Session: Economic and Mortgage Market Outlook

Speaker
Jay Brinkmann, Chief Economist, Mortgage Bankers Association

General Session: Capital Markets Perspectives on the Real Estate Crisis

Speakers
Paul Miller, Managing Director, Friedman, Billings, Ramsey & Co., Inc.
Mark Brown, Principal, Stonemont Financial Group

Single Family Track: Single-Family Mortgage Company Financial Performance and Strategies for Surviving the Tempest

Speakers
Jim Cameron, Managing Director, STRATMOR Group
Marina Walsh, Associate Vice President, Mortgage Bankers Association


Commercial / Multifamily Track: Commercial / Multifamily Mortgage Outlook

Speaker
Jay Brinkmann, Chief Economist, Mortgage Bankers Association

General Session: FASB/SEC Update

Moderator
Brandon Coleman, Senior Vice President, Accounting Policy, Citigroup

Speakers
Jeffrey T. Nickell, Practice Fellow, Financial Accounting Standards Board
Jade Shopp, Partner, Regulatory and Capital Markets, Deloitte and Touche, LLP


General Session: Accounting for Mortgage Securitizations

Speakers
Andrew Mokhov, Partner, Ernst & Young
Justin Genzlinger, Partner, Actualize Consulting

General Session: Servicing-Related Accounting Issues

Speakers
Brandon Coleman, Senior Vice President, Accounting Policy, Citigroup
Jason Jacobs, Partner, KPMG LLP

Luncheon Speaker: Regulatory Update

Speaker
Josh Denney, Associate Vice President of Public Policy, Mortgage Bankers Association
Housing and Economic Recovery Act

General Session: Mortgage-Related Pricing Methodologies

Speakers
Joe Sturtevant, Head of Valuation Services, RiskSpan
Tim Gaven, Partner, Newbold Partners

Mortgage Servicing Rights (MSRs) Valuation Methodologies

Speakers
Robert W. Lee, Senior Vice President, Mortgage Industry Advisory Corporation
Thomas Ramm, Interest Rate Risk Manager, MetLife

Tax Update

Speaker
Chuck Wheeler, Partner, Alston & Bird LLP

Bank and S&L Regulatory Update

Speakers
Tom Knox, Partner, PriceWaterhouseCooper
Dennis Hild, Financial Institutions Risk Management Services, Crowe Horwath LLP

Risk Management Modeling

Speakers
Steve Josephthal, Director in Financial Services Practice Group, Navigant Consulting
Angel Novikov-Jank, Managing Consultant, Navigant Consulting

General Session: Top Issues Affecting CFOs

Moderator
Jim Gross, Associate Vice President, Mortgage Bankers Association

Speakers
Peter Maroutsos, Senior Vice President, Finance - Chief Financial Officer, Servicing, HSBC Consumer and Mortgage Lending
Terry Schmidt, Chief Financial Officer, Guild Mortgage
Cindy Tucker, Senior Vice President - Director of Planning and Reporting, MetLife Home Loans

Planned 2014 Conversion from US GAAP to International Accounting Standards and FASB Accounting Standards Codification Project

Speaker
John Kowalak, Senior Manager, Consumer Finance, PWC

Return on Investment (ROI) Analyses

Speakers
Bill Lehman, Director, Mortgage Strategy Practice
Chuck Raby, Senior Vice President, First American Corporation

• Roundtable # 1: Loss Mitigation Options and Strategies
• Roundtable # 2: Impact of Fair Value Accounting on Industry Cyclicality
• Roundtable # 3: The Mortgage Bankers Financial Reporting Form (MBFRF) — Recent Changes

Speakers
Terry Couto, Partner, Newbold
Rita Ballesteros, President, RAB Associates
William Garland, Senior Vice President, Fiserv Lending Solutions
Jim Gross, Associate Vice President, Mortgage Bankers Association




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