Mortgage Accounting Webinar Series: Hedging for Accountants, Sept. 10

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About the Event

The Mortgage Accounting Series webinar series is presented in collaboration with MBA Education and Mortgage Banking Solutions (MBS), a consulting firm servicing the residential mortgage lending industry. Join us as well delve into the fundamentals and complexities of mortgage accounting. The completion of this series will provide you with the information necessary to master this form of accounting.

Anyone who desires to increase their knowledge of mortgage loan accounting will benefit from this session that is designed for business owners, executive management, accountants, and non-CPA accounting managers.

Loan Accounting was covered in April 2025. Hedge Accounting for Accountants starts Sept. 10.

Part I: Hedging for Accountants: September 10, 2025

This session provides an overview of pipeline hedging and the financial reporting complexity generated by hedging transactions. This is a complex topic that is recommended for Controllers, Mortgage Accountants, Secondary Marketing managers, CPAs, CFOs, business owners, executive management, and anyone who desires to gain a more in depth knowledge of hedging and hedge accounting.

Part II: Hedge Accounting and GAAP Reporting: September 17, 2025

This session takes a deep dive into the complexity of hedging accounting and the journal entry detail required by GAAP to correctly prepare financial reports for the NMLS and warehouse lenders. This is complex and important session that expands upon the information contained in the three previous sessions. This detailed session is recommended for Controllers, Mortgage Accountants, Secondary Marketing managers, CPAs, and CFOs.

*You must register for each session you would like to attend.

Objectives:

Purpose of Hedging & Definitions

Pull-Thru/ Fall-Out & Lock Registration

Value Preservation & Hedging Off-Set

Optionality & Prepayment Speeds

Convexity & Non-Linear Price Change

Who Should Attend?

Business Owners

Executive Management

Accountants

Non-CPA Accounting Managers

Experience Level:

Intermediate

Speakers:

Dr. Andy Schell, Ph.D., CPA, CMB, Managing Partner, Mortgage Banking Solutions

Theresa Marie, CIO & Managing Director, Strategic Technology & Operations, Mortgage Banking Solutions

Discounts:

15% off for State and Non-Members who register for the entire webinar series. Use the GROUP15 campaign code.

Note:

CPE credits are not offered for this webinar.