Schedule subject to change. Click here to view the official conference brochure
Noon–5:30 p.m.
Registration
McArthur Pre-function Area
Noon–5:30 p.m.
Exhibits Open
1:30 p.m.–2:15 p.m.
Opening General Session: Economic Outlook for the Mortgage Industry
Featured Speaker:
Jay Brinkmann, Ph.D., Vice President of Research and Economics, Mortgage Bankers Association
2:15 p.m.–2:30 p.m.
Refreshment Break
2:30 p.m.–4:00 p.m.
Concurrent Sessions
Single Family Track:
• Single Family Mortgage Outlook and Company Financial Performance: 2005 and mid-year 2006 Results
Panelists:
Jay Brinkmann, Ph.D., Vice President of Research and Economics, Mortgage Bankers Association
Jim Cameron, Partner, STRATMOR Group
Marina Walsh, Director- Industry Analysis, Research and Economics, Mortgage Bankers Association
Commercial/Multifamily Track:
• Commercial/Multifamily Mortgage Outlook
Featured Speaker:
Jamie Woodwell, Senior Director, Commercial/Multifamily Research, Mortgage Bankers Association
• Accounting, Tax and the Industry Roundtable
Moderator:
Jennifer G. Williams, Director, Commercial/Multifamily, Mortgage Bankers Association
Panelists:
Michael Heagerty, Principal, Newmark Realty Capital, Inc.
Michael J. Myers, Executive Vice President & Chief Administration Officer, NorthMarq Capital, Inc.
4:00 p.m.–4:15 p.m.
Refreshment Break
4:15 p.m.–5:30 p.m.
General Session: Fair Value Election for Servicing Rights and Loans
Moderator:
Kimberly Walsh, CPA, Vice President, PNC Bank
Panelists:
Steven P. Merriett, Supervisory Financial Analyst, Federal Reserve Board
Andrew Mokhov, Partner, Ernst & Young, LLP
David C. Stephens, Chief Financial Officer, United Capital Markets, Inc.
6:00 p.m.–7:30 p.m.
Welcoming Reception
8:00 a.m.–5:15 p.m.
Registration
8:00 a.m.–4:15 p.m.
Exhibits Open
8:00 a.m.–8:30 p.m.
Continental Breakfast
8:30 a.m.–9:30 a.m.
General Session: Reporting on Servicing Criteria under SEC Regulation AB, Asset-Backed Securities
Panelists:
Yogesh Gupta, CPA, Partner, PricewaterhouseCoopers, LLP
Robert F. Hugi,Partner,Mayer, Brown, Rowe & Maw, LLP
LaWanda Morris, Senior Manager, PricewaterhouseCoopers, LLP
9:30 a.m.–9:45 a.m.
Coffee Break
9:45 a.m.–10:45 a.m.
General Session: FAS 140: Part I, Legal Isolation in Transfers of Loans and MBS
Moderator:
James W. Bean Jr., Manager of Accounting Policy, Wells Fargo & Company
Panelists:
David A. Augustyn, Partner - Transaction Services, KPMG, LLP
Julie Boswell, Accounting Policy Consultant, Wells Fargo & Company
Robert F. Hugi, Partner, Mayer, Brown, Rowe & Maw, LLP
10:45 a.m.–11:00 a.m.
Refreshment Break
11:00 a.m.–Noon
General Session: FAS 140: Part II, QSPEs: Their Present and Future
Moderator:
Cory Gilbert, Senior Vice President - Technical Accounting, Countrywide Home Loans
Panelists:
Patricia A. Bailey, Chief Financial Officer/Director of Finance, Principal Commercial Funding, LLC
James W. Bean Jr., Manager of Accounting Policy, Wells Fargo & Company
Noon–1:30 p.m.
Lunch
1:30 p.m.–2:45 p.m.
General Session: SEC Presentation
Featured Speaker:
Timothy S. Kviz, Professional Accounting Fellow, Office of the Chief Accountant, U.S. Securities and Exchange Commission
2:45 p.m.–3:00 p.m.
Refreshment Break
3:00 p.m.–4:00 p.m.
Concurrent Sessions
Single Family Track:
• Forecasting and Budgeting in the Post-Refi Mortgage Environment
Moderator:
Marina Walsh, Director – Industry Analysis, Research and Economics,Mortgage Bankers Association
Panelists:
Rebecca L. Crain, CMB, Financial Analysis Manager, Regions Mortgage
Cindy Tucker, Senior Vice President and Director of Planning and Reporting, First Horizon Home Loan Corporation
Commercial/Multifamily Track:
• Accounting and Valuation of Hybrid Instruments
Moderator:
James W. Bean Jr., Manager of Accounting Policy, Wells Fargo & Company
Panelists:
Patricia A. Bailey, Chief Financial Officer, Director of Finance, Principal Commercial Funding, LLC
Larry Gee, Managing Director, Technical Accounting, Countrywide Home Loans, Inc.
Gregory Ramsey, Vice President, Accounting Policy, Fannie Mae
Mojgan Vakili, Capital Markets Manager, Deloitte
4:00 p.m.–4:15 p.m.
Refreshment Break
4:15 p.m.–5:15 p.m.
Concurrent Sessions
Single Family Track:
• Strategies for Determining Optimal Loss Reserves
Panelists:
John Adams, Director, Consumer Finance Practice, PricewaterhouseCoopers, LLP
Michael Shearer, Managing Director, Risk Management Practice, PricewaterhouseCoopers, LLP
Commercial/Multifamily Track:
• Commercial/Multifamily Mortgage Servicing Rights
Panelists:
David Holland, Vice President/Financial Manager, Wells Fargo Commercial Mortgage
Michael J. Myers, Executive Vice President & Chief Administration Officer, NorthMarq Capital, Inc.
Daniel P. Thomas, Managing Director, Asset Sales Group, Mortgage Industry Advisory Company - MIAC
Mojgan Vakili, Capital Markets Manager, Deloitte
Craig Younggren, Vice President, KeyBank
8:00 a.m.–Noon
Registration
8:00 a.m.–11:00 a.m.
Exhibits Open
8:00 a.m.–8:30 p.m.
Continental Breakfast
8:30 a.m.–9:30 a.m.
General Session: External Communications Strategies for Financial Reporting
Featured Speaker:
Paul Noring, Managing Director, Navigant Consulting, Inc.
9:30 a.m.–9:45 a.m.
Coffee Break
9:45 a.m.–10:45 a.m.
Concurrent Sessions
• Trends in Employee Benefits for the Financial Services Sector (Relevant to Commercial and Residential)
Panelists:
Patrick Connell, Head of Corporate & Consumer Banking Consulting, McLagan Partners, Inc.
Mitchell Davis, Vice President, Health and Benefits, Aon Consulting
Nancy M. Tartaro, Senior Vice President, Aon Consulting
Commercial/Multifamily Track:
• Performance/Risk Analysis of Mortgage Portfolios
Panelists:
Thomas A. Fink, Senior Vice President, Managing Director, TREPP, LLC
George J. Pappadopoulos, CFA, Director, Risk Management and Debt Research, Property & Portfolio Research
10:45 a.m.–11:00 a.m.
Refreshment Break
11:00 a.m.–Noon
Concurrent Sessions
• Recent GAAP/Tax Reporting Developments (Relevant to Commercial and Residential)
Moderator:
Jeff Turnage, Director of Tax and Special Projects, Senior Vice President, NetBank, Inc.
Speaker:
Robert Godwin, Director, PricewaterhoueCoopers, LLP
Single Family Track:
• Closing Session: Final Take-Aways from a Mortgage Industry Veteran
Featured Speaker:
Terry Couto, Partner, Newbold Advisors, LLC
Noon
Conference Concludes
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