- Видео 155
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Richey May & Co.
США
Добавлен 19 мар 2015
Founded in 1985, Richey May provides assurance, tax and business advisory services to clients throughout the Denver metropolitan area and the United States. The firm specializes in the financial services, alternative investment, mortgage banking, and real estate industries, and offers a wide range of tailored solutions to meet the needs of successful privately-held companies and their owners. In a world of numbers, deadlines and bottom line solutions, it’s easy to overlook that success in business is really about relationships. At Richey May, we have adopted a mission that has become part of our everyday culture, enabling us to successfully build and strengthen the relationships we have with our clients, as well as others throughout the community.
Q4 2024 Mortgage Trend Series: Unlocking Data to Reduce Risk
Stay ahead of the curve in the mortgage industry with our quarterly Mortgage Trend Series webinars. We dissect the latest trends shaping the market and share actionable insights to help you make smarter decisions. This quarter, discover how to leverage your financial, operational, and IT data to improve strategic planning and mitigate risk. Plus, gain exclusive insights from our benchmarking data to give you a competitive edge.
Просмотров: 8
Видео
The Internal Audit Insight: Reconsiderations of Value
Просмотров 2016 часов назад
Learn about the latest guidelines for the Reconsideration of Value (ROV) process, effective October 31, 2024, for Fannie Mae, Freddie Mac, and HUD loans. This video covers key disclosure requirements, including notifying borrowers of their right to request an ROV and providing detailed instructions with the appraisal. We also discuss best practices, such as working with AMCs, updating QC plans,...
Navigating Ginnie Mae Capital Requirements and HUD Updates
Просмотров 37День назад
In 2022, Ginnie Mae first surfaced capital rule changes for independent mortgage banks. The amended rules go into effect at the end of 2024 - are you ready? Richey May's Mortgage Banking Audit Team dives into the latest updates from Ginnie Mae and guides you through the steps to get ready. We cover the HUD Mortgagee Letters and GNMA All Participant Memorandums (APMs) that were issued in 2024, a...
The Internal Audit Insight: Benefits of Internal Audit
Просмотров 2921 день назад
In this episode of The Internal Audit Insight, we discuss the strategic benefits of internal audit for mortgage companies and address frequently asked questions. Internal audit is crucial in managing risk, ensuring compliance with regulations, and improving processes, particularly in areas like loan originations and underwriting. Beyond compliance, internal audits also provide independent advic...
From Risk to Resilience: Leveraging Technology for Financial Compliance at Your Credit Union
Просмотров 14Месяц назад
Discover how to build the ideal tech stack to keep your mortgage division running smoothly and securely from the experts at Loan Vision and Richey May. In this webinar, we cover the mortgage accounting tools your team needs for success. If you’re dealing with outdated systems or missing key features, we walk you through common pain points and provide practical solutions. We discuss safeguarding...
The Internal Audit Insight: Servicing Quality Control
Просмотров 51Месяц назад
In this episode of The Internal Audit Insight, we simplify Servicing Quality Control (QC). We explore the unique QC requirements from HUD, Fannie Mae, and Freddie Mac, and highlight the importance of aligning sub-servicer efforts with your own. You’ll also learn how to stratify QC samples effectively, and ensure clear, actionable reporting that drives accountability at all levels.
Risks and Considerations for the use of AI in Media & Entertainment
Просмотров 62Месяц назад
AI is transforming the media and entertainment landscape-driving innovation in content creation, management, and delivery. But with these breakthroughs come risks that can threaten your brand's integrity and security. Learn how to safeguard your proprietary content, build ethical AI policies and procedures, and manage third-party AI risks to protect your brand’s integrity and maximize opportuni...
Navigating Valuation Challenges: Blockchain SAFT and SAFE with Houlihan Capital
Просмотров 1302 месяца назад
Join Matthew McConnell, Audit Director, and Travis Thomason, Audit Partner, both of Richey May Alternative Investments as they discuss the Best Practices of Blockchain SAFT and SAFE Valuation with Joe Brennan, Senior Vice President, Valuation and Financial Advisory Group, with Houlihan Capital. Learn best practices and strategies to refine your valuation process.
The Internal Audit Insight: Third-Party Risk Management from a Cybersecurity Perspective
Просмотров 652 месяца назад
Third-party risk management is essential to safeguard your mortgage company's cybersecurity. This episode of The Internal Audit Insight explores the critical need to assess vendors' security practices, ask the right cybersecurity questions during evaluations, and ensure vendors are included in your business continuity plans. Learn the importance of ongoing monitoring, plan for regular reassessm...
The Anatomy of a Penetration Test
Просмотров 832 месяца назад
This webinar reviews the fundamentals of penetration testing, including its key components and processes. Learn why regular tests are vital for compliance and how they fit into your overall security strategy. Watch for valuable insights to help leaders and decision-makers enhance their organization’s security.
Q3 2024 Mortgage Trend Series: Mortgage Insights and Election Preparedness
Просмотров 393 месяца назад
The Q3 2024 Mortgage Trend Series brings you insider knowledge on how the current political landscape could shape the mortgage industry. Discover actionable strategies to navigate the 2024 election, anticipate outcomes, and understand their potential tax implications. Watch BTIG’s top policy expert, Isaac Boltansky, and Richey May’s mortgage experts for a session packed with expert analysis and...
The Internal Audit Insight: TRID Tolerance Requirements
Просмотров 1153 месяца назад
This episode of The Internal Audit Insight covers TRID Tolerance Requirements. Watch the full episode to gain a clear understanding of the different tolerance buckets, learn about common pitfalls such as fee misstatements and invalid changes of circumstance, and discover how the right tools can streamline your processes to keep you compliant. Don’t let minor oversights turn into major penalties.
How Cap Intro Solutions Helps Emerging Managers with Capital Introduction and Investor Relations
Просмотров 1693 месяца назад
Learn how Cap Intro Solutions can act as your outsourced capital introduction team, leveraging their vast network to connect emerging managers with potential investors. Discover the value of their long-standing relationships with over 1,500 institutional investors. They offer both expert connections and advisory services to support your success.
Mortgage Banking Audits: Common Issues and How to Avoid Them
Просмотров 453 месяца назад
In this webinar, the Richey May Mortgage Banking Audit Team provides strategies to help you have a stress-free audit season. Our experts dive into key topics such as construction loans, loans held for sale, and loans held for investment, including Scratch and Dent bids. Learn valuable insights into business combinations, addressing concerns like Goodwill impairment and the distinctions between ...
Internal Audit Insight: Vendor Management
Просмотров 884 месяца назад
This episode of The Internal Audit Insight explores the processes you need to have in place for successful vendor management. These include processes for approving and onboarding new vendors, monitoring existing vendors to ensure they are compliant with service level agreements (SLAs), and having a solid exit strategy for terminating vendor relationships. Utilizing vendors means sharing risk ra...
The Internal Audit Insight: Quality Control
Просмотров 935 месяцев назад
The Internal Audit Insight: Quality Control
Q2 2024 Mortgage Trend Series: Challenging the Norms Impacting Profitability
Просмотров 515 месяцев назад
Q2 2024 Mortgage Trend Series: Challenging the Norms Impacting Profitability
The Internal Audit Insight: Tools for Sellers and Servicers
Просмотров 546 месяцев назад
The Internal Audit Insight: Tools for Sellers and Servicers
Subservicing Oversight: What You Need to Know
Просмотров 1877 месяцев назад
Subservicing Oversight: What You Need to Know
Alternative Investments Tax 101 Series - International Investors
Просмотров 947 месяцев назад
Alternative Investments Tax 101 Series - International Investors
Q1 2024 Mortgage Trend Series: 2023 Performance Insights and Cybersecurity Trends
Просмотров 617 месяцев назад
Q1 2024 Mortgage Trend Series: 2023 Performance Insights and Cybersecurity Trends
The Internal Audit Insight: Fannie Mae MORA & Approval Process
Просмотров 1607 месяцев назад
The Internal Audit Insight: Fannie Mae MORA & Approval Process
The Internal Audit Insight: Mortgage Lending's Three Lines of Defense
Просмотров 1588 месяцев назад
The Internal Audit Insight: Mortgage Lending's Three Lines of Defense
Tax Implications of MSR Decisions & 2024 Tax Planning Considerations
Просмотров 719 месяцев назад
Tax Implications of MSR Decisions & 2024 Tax Planning Considerations
Optimize and Streamline Your Accounting Processes to Do More with Less
Просмотров 289 месяцев назад
Optimize and Streamline Your Accounting Processes to Do More with Less
Data Driven Change: Connecting, Benchmarking and Understanding Your Data
Просмотров 6811 месяцев назад
Data Driven Change: Connecting, Benchmarking and Understanding Your Data
Q4 2023 Mortgage Trend Series: Q3 Performance Insights & Recent Fannie Mae MORA Trends
Просмотров 7911 месяцев назад
Q4 2023 Mortgage Trend Series: Q3 Performance Insights & Recent Fannie Mae MORA Trends
New York State Department of Financial Services 23 NYCRR 500: What To Know Now
Просмотров 21311 месяцев назад
New York State Department of Financial Services 23 NYCRR 500: What To Know Now
Secure Act 2.0: Employer Implications and How to Prepare
Просмотров 87Год назад
Secure Act 2.0: Employer Implications and How to Prepare