General Session - 3:00 p.m.-4:15 p.m.
FASB/SEC Update
Moderator
Brandon Coleman, CPA
Senior Vice President, Accounting Policy
Citibank, N.A.

Speakers
Paul Beswick
Deputy Chief Accountant, Professional Practice
U.S. Securities and Exchange Commission

Presentation - Beswick

Andrew Mokhov
Partner
Ernst & Young LLP

Presentation - Mokhov

Concurrent Sessions 4:30 p.m.-5:30 p.m.
Single-Family Mortgage Company Financial Performance and Strategies
Speakers
James M. Cameron
Managing Director
STRATMOR Group

Marina Walsh
Associate Vice President
Mortgage Bankers Association

Panel Presentation

Commercial/Multifamily Roundtable Discussion of the State of the Industry
Moderator
John Brownlee
Senior Managing Director
Holliday Fenoglio Fowler, L.P.

Presentation - Brownlee

Thursday, November 12
General Session 8:00 a.m.-9:00 a.m.
Accounting for Securitizations and Special Purpose Entities (FAS 166/167) - Overview
Moderator
Brandon Coleman, CPA
Senior Vice President, Accounting Policy
Citibank, N.A.

Speakers
Jamie Mayer
Senior Manager
Grant Thornton

Presentation - Mayer

Andrew Mokhov
Partner
Ernst & Young LLP

Presentation - Mokhov

General Session - 9:15 a.m.-10:30 a.m.
Accounting for Securitizations and Special Purpose Entities (FAS 166/167) - Implementation and Impacts
Moderator
Brandon Coleman, CPA
Senior Vice President, Accounting Policy
Citibank, N.A.

Speakers
Christopher F. Rogers
Manager
Deloitte & Touche LLP

Jennifer Simons
Vice President Accounting Policy
U.S. Bank Home Mortgage

Panel Presentation

Concurrent Sessions - 10:45 a.m.-11:45 a.m.
Residential Loan Modifications, Restructurings and Other Default-Related Issues
Speakers
Brandon Coleman, CPA
Senior Vice President, Accounting Policy
Citibank, N.A.

Jason L. Jacobs, CPA
Partner
KPMG LLP

Panel Presentation

CMBS Special Servicing and REMIC Issues
Moderator
Robin R. Green
Partner
Bryan Cave LLP

Speakers
Joe E. Greenhaw
Vice President, Asset Management
Prudential Mortgage Capital Company

Michael O'Hanlon
Senior Vice President
Capmark Financial Group Inc.

Jenna Unell
Director/Associate General Counsel
Centerline Capital Group

Luncheon Speaker - 11:45 a.m.-1:30 p.m.
MBA Regulatory and Legislative Update
Josh Denney, AMP
Associate Vice President, Public Policy and Government Affairs
Mortgage Bankers Association

Concurrent Sessions - 1:30 p.m.-2:30 p.m.
Mortgage Pipeline Risk Management
Moderator
Marina Walsh
Associate Vice President
Mortgage Bankers Association

Speakers
Don Brown
Co-President
Secondary Interactive, LLC

Daniel E. Cooper, CMB
Senior Vice President
Cornerstone Mortgage Company

Panel Presentation

Mortgage Servicing Rights (MSR) Valuation
Moderator
James P. Gross
Associate Vice President,
Accounting, Tax & Bank Regulation
Mortgage Bankers Association

Speakers
Dean DeMeritte
Executive Vice President
Phoenix Capital, Inc.

Mark S. Garland
President
Mountainview Capital Group

Panel Presentation

Concurrent Sessions - 2:45 p.m.-3:45 p.m.
Warehouse Lending - Panel Discussion
Moderator
James P. Gross
Associate Vice President-Accounting, Tax & Bank Regulation
Mortgage Bankers Association

Speakers
Ken D. Logan, CMB
Director, Residential Mortgage & Consumer Group
Wachovia Securities

James E. Reynolds
Managing Partner
Reynolds Financial Services Group, LLC
D/b/a The Reynolds Group

Panel Presentation

Financial Modeling and Validation
Moderator
Marina Walsh
Associate Vice President
Mortgage Bankers Association

Speakers
Patrick Greene
Managing Director
RiskSpan

Timothy Willis
Director, Consulting Services
RiskSpan

Panel Presentation

Concurrent Sessions - 4:00 p.m.-5:00 p.m.
Tax Update

Moderator
James P. Gross
Associate Vice President-Accounting, Tax & Bank Regulation
Mortgage Bankers Association

Speakers
James F. Carlisle, Jr.
Senior Vice President
Bank of America

Phillip Cusack
Corporate Tax Executive
Bank of America Home Loans

Panel Presentation

Repurchases, Buybacks and Indemnifications
Moderator
Marina Walsh
Associate Vice President
Mortgage Bankers Association

Speakers
John Kowalak
Senior Manager
PricewaterhouseCoopers

Presentation - Kowalak

Rick Payer
Director of Loss Prevention and Mitigation
Mortgage Investors Group

Presentation - Payer

Justin Vedder
Head of Sales and Marketing
The Prieston Group

Presentation - Vedder


Friday, November 13
General Session - 8:00 a.m.-9:00 a.m.
Top Issues Affecting CFOs-Panel Discussion With Mortgage Industry Finance Veterans
Moderator
Terry Couto
Partner
Newbold Advisors

Speakers
Patricia A. Bailey
Chief Financial Officer and Director of Finance
Principal Commercial Funding, LLC

James A. Edwards, III
Chief Financial Officer and Senior Vice President
BB&T

Tracy Jackson
Chief Financial Officer
Prospect Mortgage, LLC

Concurrent Sessions - 9:15 a.m.-10:15 a.m.
XBRL (eXtensible Business Reporting Language) Implementation
Moderator
Marina Walsh
Associate Vice President
Mortgage Bankers Association

Speakers
Jonathan Liu
Manager
PricewaterhouseCoopers

Mike Willis
Partner
PricewaterhouseCoopers

Panel Presentation

Fair Value Accounting
Moderator
James P. Gross
Associate Vice President,
Accounting, Tax & Bank Regulation
Mortgage Bankers Association

Speakers
Dorsey Baskin
Regional Partner
Grant Thornton

Presentation - Baskin

Thomas Knox
Managing Director
PricewaterhouseCoopers

Presentation - Knox

Roundtable Discussions - 10:30 a.m.-11:30 a.m.
Accounting Issues - Q&A Session
Moderator
James P. Gross
Associate Vice President-Accounting, Tax & Bank Regulation
Mortgage Bankers Association

Regulatory Reform - Q&A Session
Moderator
Josh Denney, AMP
Associate Vice President, Public Policy and Government Affairs
Mortgage Bankers Association

Commercial/Multifamily Nonperforming Loan Servicing - Q&A Session
Moderator
Michael F. Carp
Managing Director
Capmark Financial Group Inc.

Conference Concludes - 11:30 a.m.