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Schell Advisory Services, LLC
is approved as a registered sponsor on the National Registry of CPE Sponsors

Click for

NASBA Disclosure

Certified Public Accountant (CPA)
Continuing Professional Education (CPE)

A few sample program topics are listed below. 

Custom webinars are available upon request.

MORTGAGE ACCOUNTING BASICS

Learn about financial statement structure, loan funding, and loan sale journal entry, identify net funding warehouse line, escrow liability accounting, and more...

ADVANCED MORTGAGE ACCOUNTING

Learn about hedge accounting, IRLC fair value measurements, short position analysis, derivative asset revenue distortion, branch profitability assessment, ASC815, 820, 825, 860, and more... 

STRATEGIC FORMATION

Learn how to create a firm's Vision, Mission, Values, statement, implement SWOT, identify and Objectives, and measure strategic plan implementation, and more...

TECHNOLOGY TRANSITION & LOS CONVERSION

Learn how to identify user requirements, document an RFP structure, select a vendor, implement a conversion plan, measure staff buy-in, implement a post-conversion assessment, and more...

MORTGAGE SERVICING

Learn about the functions and responsibilities of a mortgage servicer and the requirement of a sub-servicer

HEDGE ACCOUNTING

Learn how to evaluate a hedge's performance and how to record the hedging activity in accordance with ASC820, 825. Also learn about how ASC815 changes the character of a lock commitment for sale vs YTM.

HEDGING THE PIPELINE

Learn about the hedging of a locked mortgage pipeline from best efforts to the TBA-MBS short position and DVP for security settlement

PERSUADING THE UNPERSUADABLE

Learn the dynamics of strategic communication and how communication design helps to improve message transmission from sender to receiver.

NASBA Disclosure:

 

Schell Advisory Services, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CPE NASBA Statement
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