MBA’s Accounting, Tax and Financial Management Conference 2011
November 16-18, 2011
Phoenix, Arizona



Welcome and Opening General Session: The Current Outlook on the Industry

Wednesday, November 16, 1:30 p.m. – 2:45 p.m.


Speaker

Jay Brinkmann
Chief Economist and Senior Vice President, Research and Economics
Mortgage Bankers Association



Residential Mortgage Company Financial Performance

Wednesday, November 16, 3:00 p.m. – 3:45 p.m.


Speakers

James M. Cameron
Managing Director
STRATMOR Group

Marina Walsh
Associate Vice President
Mortgage Bankers Association



Recoverability of Servicing Advances

Wednesday, November 16, 3:00 p.m. – 3:45 p.m.


Speaker

Mojgan Vakili
Senior Manager
Deloitte
Presentation - Vakili



Commercial Track: Commercial Real Estate Finance Market Developments

Wednesday, November 16, 3:00 p.m. – 3:45 p.m.


Speaker

James R. Woodwell
Vice President, Commercial Real Estate Research
Mortgage Bankers Association



Regulatory Developments and Impacts on Your Company’s Business Operations

Wednesday, November 16, 4:00 p.m. – 5:15 p.m.


Speakers

Panel Presentation

Jonathan D. Jaffe
Partner
K&L Gates

Ken Markison
Regulatory Counsel
Mortgage Bankers Association



Tax Update

Wednesday, November 16, 4:00 p.m. – 5:15 p.m.


Speakers

Panel Presentation

Clay A. Littlefield
Partner
Alston & Bird, LLP

Barry Silvermetz
Vice President
Wells Fargo Bank, N.A.



Commercial Track: Commercial Mortgage Capital Changes

Wednesday, November 16, 4:00 p.m. – 5:15 p.m.


Speaker

Phoebe Moreo
Partner
Deloitte
Presentation - Moreo



General Session: FASB/SEC Update

Thursday, November 17, 8:00 a.m. – 9:15 a.m.


Moderator

Jennifer Simons
Vice President, Accounting Policy
PNC Bank, National Association


Speakers

Kevin M. Stoklosa
Assistant Director, Technical Activities
Financial Accounting Standards Board
Presentation - Stoklosa

Lisa Watson
Partner
KPMG LLP
Presentation - Watson



Financial Instruments Projects

Thursday, November 17, 9:30 a.m. – 10:45 a.m.


Speakers

Panel Presentation

Jim Denney
Assurance Partner
RSM McGladrey

Jamie Mayer
Managing Director
Grant Thornton LLP



Profitability Measurement and Business Intelligence

Thursday, November 17, 9:30 a.m. – 10:45 a.m.


Speakers

Panel Presentation

Kenneth F. Richey
Managing Partner
Richey, May & Co., LLP

Tyler Sherman
Chief Executive Officer
Motivity Solutions, Inc



FHFA’s Servicer Compensation Proposals

Thursday, November 17, 11:00 a.m. – Noon


Moderator

James P. Gross
Vice President of Financial Accounting and Public Policy
Mortgage Bankers Association


Speakers

Michael P. Lau, CMB
Executive Vice President
Phoenix Capital, Inc.
Presentation - Lau

Theodore Tozer
President
Ginnie Mae
Presentation - Tozer

Mario Ugoletti
Special Advisor, Office of the Director
Federal Housing Finance Agency



Mortgage Banking Accounting Primer

Thursday, November 17, 11:00 a.m. – Noon


Speakers

Panel Presentation

Susan S. Rougraff
Assistant Vice President, Accounting
MetLife Bank, NA

Jennifer Simons
Vice President, Accounting Policy
PNC Bank, National Association



Mortgage Pipeline Risk Management

Thursday, November 17, 1:30 p.m. – 2:30 p.m.


Speakers

Panel Presentation

Don Brown
Co-President
Secondary Interactive, LLC

Mark T. Farrar, CPA
Vice President
Fidelity Bank

Mark S. Garland
President
MountainView Capital Holdings



Commercial Track: Commercial/Multifamily Mortgage Servicing Rights

Thursday, November 17, 1:30 p.m. – 2:30 p.m.


Moderator

James P. Gross
Vice President of Financial Accounting and Public Policy
Mortgage Bankers Association
Presentation - Gross


Speakers

Steven J. Robertson
Managing Director, Consumer Finance Group
PricewaterhouseCoopers

Daniel P. Thomas
Managing Director, Client Solutions Group
Mortgage Industry Advisory Corporation-MIAC

Craig Younggren
Vice President
KeyBank Real Estate Capital



Buybacks, Litigation and Other Mortgage Banking-Related Liabilities

Thursday, November 17, 2:45 p.m. – 3:45 p.m.


Moderator

Brandon Coleman, CPA
Deputy Controller, Real Estate Lending
CitiMortgage, Inc.
Presentation - Coleman & Pfeffer


Speakers

Brian S. Levy
Partner
Katten & Temple, LLP
Presentation - Levy

Sandy L. Pfeffer
Director
Deloitte



Commercial Track: Risk Retention in CMBS: Who Will Have to Hold What and How?

Thursday, November 17, 2:45 p.m. – 3:45 p.m.


Speakers

Panel Presentation

Richard D. Jones
Partner
Dechert LLP

James R. Woodwell
Vice President, Commercial Real Estate Research
Mortgage Bankers Association



Secondary Marketing Perspectives: Future GSEs, REITs, Covered Bonds and More

Thursday, November 17, 4:00 p.m. – 5:00 p.m.


Speakers

Jay Brinkmann
Chief Economist and Senior Vice President, Research and Economics
Mortgage Bankers Association
Presentation - Brinkmann

Rob Chrisman
Owner
Chrisman, Inc.
Presentation - Chrisman



Financial and Operational Reporting to Counterparties: Getting It Right

Thursday, November 17, 4:00 p.m. – 5:00 p.m.


Speakers

Panel Presentation

Theresa M. Casias
Chief Information Officer, Strategic Technology
Mortgage Banking Solutions

Andy Schell, CPA, CMB, CFF
Managing Partner and Owner
Mortgage Banking Solutions & Metric Banking Solutions



General Session: CFO Perspectives

Friday, November 18, 8:00 a.m. – 9:00 a.m.


Moderator

Jennifer Simons
Vice President, Accounting Policy
PNC Bank, National Association


Speakers

Julie Booth
Chief Financial Officer
Quicken Loans, Inc.

Bill R. Frazer
Chief Financial Officer
CBRE Capital Markets

Sharon Smith
Chief Financial Officer
Michigan Mutual, Inc. dba First Preferred Mortgage



Evaluation Considerations for Technology Investment and Conversion

Friday, November 18, 9:15 a.m. – 10:15 a.m.


Speaker

Justin Genzlinger
Partner
Actualize Consulting
Presentation - Genzlinger



Portfolio Lending, Accounting for Credit Losses and Reporting TDRs

Friday, November 18, 9:15 a.m. – 10:15 a.m.


Speakers

Panel Presentation

Scott Carnahan
Consultant
Carnahan Black Pearl LP

Brian J. Hecker, CPA
Partner
Crowe Horwath LLP



Commercial Track: Reporting Commercial / Multifamily Mortgages: Who Needs What Information How?

Friday, November 18, 9:15 a.m. – 10:15 a.m.


Speaker

Katie Schwarting
Counsel
Bryan Cave LLP
Presentation - Schwarting



Hedge Accounting Drilldown

Friday, November 18, 10:30 a.m. - 11:30 a.m.


Speaker

Wade Hampe
Senior Manager
PricewaterhouseCoopers
Presentation - Hampe



Trends in Financial Budgeting and Forecasting Casa Grande

Friday, November 18, 10:30 a.m. - 11:30 a.m.


Speakers

Panel Presentation

Tracy Jackson, CPA
Partner
Jackson & Associates Inc.

Cindy Tucker
Vice President, Financial Planning and Reporting
MetLife Bank, NA



Commercial Track: Accounting for Defaults and Troubled Debt Restructurings (TDRs)

Friday, November 18, 10:30 a.m. - 11:30 a.m.


Speaker

Michael E. Straneva
Partner
Ernst & Young LLP
Presentation - Straneva