DECEMBER 9-10, 2020
Welcome to a virtual event experience featuring leading industry speakers, ready to provide timely updates to accounting and financial management professionals in both single-family and commercial/multifamily real estate finance. Use the Q&A box to interact with panelists and join the end-of-day Chat Rooms to connect with your peers. If you’re seeking Continuing Professional Education (CPE) credits, please watch for the attendance prompts and visit the Resources Section to complete your CPE Form. Thank you for joining us!
Featured Speakers
Marla Lewis, CPA
Practice Fellow, Financial Accounting Standards Board (FASB)
Michael Fratantoni, Ph.D.
Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association
Marina Walsh, CMB
Vice President, Industry Analysis, Mortgage Bankers Association
Jamie Woodwell
Vice President, CRE Research & Economics, Mortgage Bankers Association
Meet our Sponsors
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Presenting
Millennium
Gold
Contributor
Schedule
| Wednesday, December 9, 2020 | ||
| 11:00am – 12:15pm ET | Single-Family Mortgage Market Outlook MBA’s President and CEO Bob Broeksmit provides insight on the overall state of the industry, and then invites MBA’s research and economics team to provide perspective on the state of the economy. They provide data on the mortgage market, lender and servicer performance and shed light on what we can expect in the coming year. | Opening Remarks Robert Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association Speakers Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association Marina Walsh, CMB, Vice President, Industry Analysis, Mortgage Bankers Association |
| 11:00am – 12:15pm ET | CREF Opening Session: Market Outlook Uncertainty abounds in commercial real estate markets, with some property types acting counter-cyclically (industrial), some seeing years of change compressed into months (retail) and some apparently dealing with a major economic speed bump (multifamily). Learn the latest about the economy and CRE finance markets, and MBA’s work on behalf of its members, as we look ahead to 2021. | State of the Industry Robert Broeksmit, CMB, President & Chief Executive Officer, Mortgage Bankers Association Speakers Michael Fratantoni, Ph.D., Chief Economist and Senior Vice President of Research and Industry Technology, Mortgage Bankers Association Jamie Woodwell, Vice President, CRE Research & Economics, Mortgage Bankers Association |
| 12:15pm – 12:30pm ET | BREAK | |
| 12:30pm – 1:30pm ET 2:00pm – 2:50pm ET 3:00pm – 3:50pm ET | Concurrent Breakout Sessions: LINK TO DETAIL | Track 1: Accounting & Tax Track 2: Financial Management Track 3: CREF |
| 4:00pm - 5:00pm ET | Hosted Chat Room: In Kahoots! With Spiegel Accounting Test your trivia skills during a fun-filled round of Kahoot! Prizes ranging in value from $180 will be awarded to the top three winners! Afterwards, you’ll have an opportunity to discuss current issues with Spiegel team. BYOB! Hosted by Spiegel Accountancy Corp. | Hosts Jeff Spiegel Janet Moore CLICK HERE TO JOIN THE CONVERSATION (Chat room conversations will be available on demand after the event) |
| 4:00pm - 5:00pm ET | Hosted Chat Room: KPIs that Drive Your Business and Accounting Department Join CWDL for a casual roundtable discussion on the Key Performance Indicators (KPIs) every business and accounting department should be monitoring, from labor efficiency ratios to revenue per loan to cost to close loans. Please come ready to share the KPIs you use to monitor and improve your financial performance and to ask any questions you have. Attendees may earn 1 CPE credit. Hosted by CWDL. | Hosts Mark Wilson Dustin Pfluger CLICK HERE TO JOIN THE CONVERSATION (Chat room conversations will be available on demand after the event) |
| 4:00pm - 5:00pm ET | Hosted Chat Room: CRE Market Roundtable The prospects of COVID vaccines come amidst a renewed surge of the disease. MBA economists Mike and Jamie lead an interactive discussion to help work through how the next stage of the pandemic will affect the economy and CRE markets. End your first AFM20 virtual day with this interactive live chat! Attendees may earn 1 CPE credit. | Hosts Jamie Woodwell Mike Fratantoni CLICK HERE TO JOIN THE CONVERSATION (Chat room conversations will be available on demand after the event) |
| Thursday, December 10, 2020 | ||
| 11:00am – 12:15pm ET | General Session: Practice fellow Marla Lewis shares FASB’s current priorities, including: post-implementation review process, response to COVID-19, technical agenda updates and more. | Introductory remarks Fran Mordi, AMP, AVP-Financial Management, Tax and Accounting Policy, Mortgage Bankers Association Moderator Pam Cooper, CMB, Chief Financial Officer, Citywide Home Loans/CHL Mortgage Speaker Marla Lewis, CPA, Practice Fellow, Financial Accounting Standards Board (FASB) |
| 12:15pm – 12:30pm ET | BREAK | |
| 12:30pm – 1:30pm ET 2:00pm – 2:50pm ET 3:00pm – 3:50pm ET | Concurrent Breakout Sessions: LINK TO DETAIL | Track 1: Accounting & Tax Track 2: Financial Management Track 3: CREF |
| 4:00pm - 5:00pm ET | Hosted Chat Room: Compensation Trends Compensation is easy, right? Not always! Join this interactive chat room to navigate current trends in paying commissions to loan officers as well as overrides to loan processors, loan officer assistants, and other compensation issues that keep you up at night. Facilitators identify pitfalls such as current technology making employees available 24/7 - blurting the definition of overtime - and review how this is being controlled and the penalties for underpayment of overtime. This is an open discussion where you can turn on your camera, be part of the discussion and earn 1 CPE credit! Hosted by Advantage Systems. | Hosts Joe Ludlow Brian Lynch CLICK HERE TO JOIN THE CONVERSATION (Chat room conversations will be available VOD after the event) |
| 4:00pm - 5:00pm ET | Hosted Chat Room: Discussing PPP Loan Necessity for Lenders Businesses and not-for-profits receiving $2 million or more in Paycheck Protection Program loans (PPPs) must complete one of two new loan necessity questionnaires being sent to lenders by the U.S. Small Business Administration for distribution to borrowers. This interactive chat covers ways to document economic uncertainty on the application date, provides suggestions on documenting uncertainty as well as forgiveness and will cover deductibility qualified expenses paid with PPP proceeds. Bring your questions, our experts are here to answer them! Attendees can earn 1 CPE credit. Hosted by Acquavella, Chiarelli, Shuster, LLP. | Hosts Henry Chavez Dustin Pfluger CLICK HERE TO JOIN THE CONVERSATION (Chat room conversations will be available on demand after the event) |
Resources
A collection of content to support this event.
View videos, trending topics and presentations to further your experience.
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