CFO Perspectives
Back by popular demand, find out what’s keeping your CFO up at night. A panel of mortgage industry finance veterans discuss – and debate – the top financial and accounting challenges affecting the mortgage business; including origination environment, compliance, audit and regulatory issues, repurchase risks, pros and cons of various business models, the future of production, financial accounting and reporting tools, and much more.
Speakers
Moderator
Tullus has more than 25 years of experience primarily serving commercial loan and banking organizations, credit unions, mortgage banking companies, and other specialty lenders, investment partnerships, and companies. The services he provides clients include financial statement audits, SEC filings and registration statements, internal control evaluations, initial acquisition audits, derivatives, securitization accounting, and merger and acquisition consulting.
Speakers
David L. Firestone is the current CFO/Treasurer, of Freedom Mortgage Corporation, serving the business in dual capacities over his career. David was previously a Partner at Friedman LLP since 1988, were he provided clients in many industries with tax planning/strategy, internal accounting, forensic services, valuations and special projects. As the lead partner from 2003 until he joined Freedom in 2014, he played an integral role guiding executive management in the ever-changing mortgage industry. After joining Freedom Mortgage in 2014, David oversees the daily financial operations of the organization, including Corporate Treasury, Warehouse facilities, MSR facilities, Financial Reporting ,Financial Oversight, Pooling and Custodian within Capital Markets, Accounts Payable , Accounting and Corporate/Individual Taxation. His past experiences make him an asset to the company providing vast knowledge on topics relating to bank financing, financial review, valuation, and acquisition strategy. David is a CPA, Certified Fraud Examiner(CFE), Certified Forensic Accountant(CFA) and Certified in Financial Forensics(CFF). He is a member of the Mortgage Bankers Association and the American Institute of Certified Public Accountants(AICPA).
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