2007 Accounting, Tax and Financial Analysis Conference
Wednesday, November 7, 2007
Opening General Session: Economic Outlook for the Mortgage Industry
Jay Brinkmann, Ph.D., Vice President, Research and Economics, Mortgage Bankers Association
Single Family Mortgage Outlook and Company Financial Performance: 2006 and mid-year 2007 Results
James Cameron, Partner, STRATMOR Group, Inc.
Marina Walsh, Senior Director, Single Family Industry Benchmarking, Research and Economics
Mortgage Bankers Association
Commercial/Multifamily Mortgage Outlook & Operational Case Studies
Jamie Woodwell, Senior Director, Commercial/Multifamily Research, Mortgage Bankers Association
General Session: Perspectives on the Residential and Commercial Real Estate Markets
Jay Brinkmann, Ph.D., Vice President, Research and Economics, Mortgage Bankers Association
John Cibinic, Partner, Beekman Advisors
Terry Couto, Partner, Newbold Advisors
Timothy Forrester, Partner Deloitte
Thursday, November 8, 2007
General Session: FASB Update
Cory Stewart, Manager, Accounting Policy Group, Washington Mutual
Sydney Garmong, Technical Communications Executive, Financial Institutions Group, Crowe, Chizek and Company, LLC
Timothy Kviz, Vice President, Accounting Policy, Freddie Mac
Andrew Mokhov, Partner, Ernst & Young
Part I, FAS 140 Implications of Restructurings of Securitized Loans
Ken Markison, Senior Director - Regulatory Counsel, Mortgage Bankers Association
Paul Miller, Managing Director, Friedman, Billings, Ramsey & Co., Inc.
Aaron Netten, Senior Policy Consultant, Corporate Accounting Policy, Wells Fargo & Company
Primer for Understanding Mortgage Company Financial Statements
Paul Noring, Managing Director, Navigant Consulting, Inc.
Part II, FAS 140 Guidance in Flux
James Bean, Jr., Manager of Accounting Policy, Wells Fargo Home Mortgage
Pat Bailey, Chief Financial Officer - Director of Finance, Principal Commercial Funding
Cory Gilbert, Senior Vice President - Technical Accounting, Countrywide Home Loans
Jason Jacobs, Partner, KPMG LLP
Managing Model Risk for Mortgage Portfolios and Securities
Scott Carnahan, Consultant
Mike Carhill, Ph.D., Director, Risk Analysis Division, Office of the Comptroller of the Currency
Richard Pace, Co-leader, Model Risk Management, PricewaterhouseCoopers LLP
Mitchell Post, Ph.D., Model Risk Modeling Director, Freddie Mac
General Session: Regulatory Update
Ken Markison, Senior Director-Regulatory Counsel, Mortgage Bankers Association
Ashley Carpenter, Professional Accounting Fellow, Securities and Exchange Commission
Sydney Garmong, Technical Communications Executive, Financial Institutions Group, Crowe, Chizek and Company, LLC
Joy Palmer, Western District Accountant, Chief Accountant's Office, Office of the Comptroller of the Currency
Tax Update
Alison Utermohlen, Senior Director, Government Affairs, Mortgage Bankers Association
Keith A. Dunsmore, Partner, Powell Goldstein LLP
Clay Littlefield, Associate Alston & Bird, LLP
Barry Silvermetz, Vice President, Tax Reporting Group, Wells Fargo
Warehouse Lending Panel - Reporting Requirements for Keeping or Managing your Warehouse Line
Paul A. Best, CMB, Senior Vice President, National City Bank
Stephanie K. Rudd, Managing Director, Mortgage Finance Coverage Group, JPMorgan
Ian M. Wright, AMP, Senior Vice President-National Production, Texas Capital Bank, N.A.
Accounting and Tax Issues for Collateralized Debt Obligations (CDOs)
Neal Dykes, Managing Director, Structured Finance Group, PricewaterhouseCoopers LLP
Terence Meyers, Director, Financial Services, Deloitte Tax LLP
Determining and Optimizing Repurchase Reserves
Peter C. Pollini, Senior Manager - Consumer Finance Group, PricewaterhouseCoopers LLP
Friday, November 9
General Session: The Fair Value Option: How Attractive is it?
Michael Therrien, Managing Director, Primatics Financial,
Brandon Coleman, Senior Vice President, Accounting Policy, CitiMortgage, Inc.
Xihao Hu, AERS Principal, Capital Markets Risk Accounting, Deloitte & Touche, LLP
John Kowalak, Senior Manager, Consumer Finance Group, PricewaterhouseCoopers LLP
General Session: Measuring the Fair Values of Loans, Loan Commitments, HELOCs and other Instruments Under FAS 157
Ted Scribner, Manager, Fair Value Accounting, Indymac Bank
Mojgan Vakili, Manager, Capital Markets, Risk Accounting & Advisory Group, Deloitte & Touche, LLP
Debbie Zaydel, Vice President, Capital Markets Finance, Wells Fargo Home Mortgage
Regulation AB Update
Andrew Mokhov, Partner, Ernst & Young
LaWanda Morris, Senior Manager, Consumer Finance Group, PricewaterhouseCoopers LLP
Technology and Accounting Systems
Brian Lynch, Founder and President, Advantage Systems, Inc.
Small Lender Discussion
Joe Ludlow, Vice President of Sales, Advantage Systems, Inc.
Valuation Issues
Thomas Healy, Ph.D., CMB, President, Sextant Group, Inc.
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