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Untitled Document

Monday, November 17

Business Category Panel Session Title
7:30-9 a.m. Continental Breakfast
8:30-9:30 a.m. Loan
Origination		 Organizing, Structuring and Delivering the Ideal Reverse Mortgage Presentation featuring Robert Wyatt (Host); Ken Kanady, Wells Fargo Home Mortgage; Tom Scabareti, First Mortgage Company
Loan
Origination		 Just Hired as a Reverse Mortgage Loan Officer? Now What? featuring Dean Jones (Host), American Sterling Bank; Jeff Foody, EquiPoint Financial Network; Mike Bencze, California Reverse Mortgage Consultants; Paul Fiore, Senior Lending Network
Getting Started in Reverse Mortgages Becoming an FHA Approved Reverse Mortgage Lender featuring George Lopez, James B. Nutter & Co. (Host); Ben Slayton, The Lender Approval Dept.; Rick Goldberg, Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP
Technical HECM Processing Clinic (Half-day class featuring technical discussions on processing FHA reverse mortgages.)

Presenters: Ralph Rosynek, Jr., 1st Reverse Financial Services, LLC (Host); Dan Mooney, Santa Ana Homeownership Center, U.S. Dept. of Housing and Urban Development
9:45-10:45 a.m. Loan
Origination
Effective Online Marketing Strategies featuring Bob Purcell, Golden Gateway Funding (Host); John Yedinak, ReverseMortgageDaily.com; Bob Carilli, Reverse Mortgage Directory, LLC; Aman Makkar, AppraiserLoft
Getting Started in Reverse Mortgages Options for Participating in the Reverse Mortgage Business: Correspondent Vs. Lender featuring James Brodsky, Weiner Brodsky Sidman Kider PC (Host); Bob Yeary, Reverse Mortgage Solutions; and Shawna James, Legacy Home Financing
Finance Capital Markets Perspectives: Where is the Investor Market Headed? featuring Liz Scholz, NRMLA (Host); David Fontanilla, Deutsche Bank Securities, Inc.; David Peskin, Senior Lending Network®, a program of World Alliance Financial Corp.; Stephen Ledbetter, Ginnie Mae 
Technical HECM Processing Clinic (cont.)
10:45-11:15 a.m. Morning Break
11:15-12:15 a.m. Loan Origination How to Handle Difficult Deals: Foreclosures, Trusts, Repairs, Declining Markets featuring Scott Norman, MetLife Bank (Host); Tabitha Hasin, Premier Reverse Closings; Jessica Yee, Genworth Financial; Bob Engelhorn, Bank of America; Dan Mooney, Santa Ana Homeownership Center, U.S. Dept. of Housing and Urban Development
Loan Origination Proper Handling of Reverse Mortgage Loan Applications featuring Mario Martirano, Agency for Consumer Equity (Host); Phil Lipp, Allwest Mortgage Company; Alison Calamia, Standard Mortgage Corp.
Technology New Technology Innovations in the Reverse Mortgage Business featuring Robert Sivori, MetLife Bank (Host); Kevin Gherardi, Reverse Mortgage Solutions; Jerry Wagner, IBIS Capital; Thomas Martignoni, ReverseVision
Technical HECM Processing Clinic (cont.)
12:30-1:45 p.m.                    LUNCH  
2-2:45 p.m. General Session Perspectives from Industry Leaders featuring Peter Bell, NRMLA (Host); Joe DeMarkey, MetLife Bank (NRMLA Co-Chairman); Bart Johnson, Life Stages Financial, Inc. (NRMLA Co-Chairman); Cheryl Chapin McNally, Wells Fargo Home Mortgage (NRMLA Vice-Chairwoman); John Nixon, Bank of America (NRMLA Vice-Chairman)
2:45-3:45 p.m. General Session Retirement Trends: How Seniors are Coping with Personal Finance and Healthcare Issues featuring Peter Bell, NRMLA (Host); Tom Kelly, The Real Estate Communicator; Terry Savage, Chicago Sun-Times; Sandra Timmermann, Ed.D., Metlife Mature Market Institute
4-4:30 p.m. Afternoon Break
4:30-5:30 p.m. Loan Origination War Stories: Loan Originators Discuss Their Most Challenging Clients featuring David Levitt (Host), Circle Mortgage Corp.; Dean Jones, American Sterling Bank; Alison Calamia, Standard Mortgage Corp.
Risk Management Developing Compliant Direct Mail Advertising Campaigns featuring James Brodsky, Weiner Brodsky Sidman Kider, PC (Host); Vivian Sin, Senior Lending Network®, a program of World Alliance Financial Corp.; Gail Wisely, Financial Freedom
Policy Complying with State Licensing and Mortgage Lending Laws featuring James Milano (Host), Weiner Brodsky Sidman Kider PC; Jon Jaffe, K&L Gates
Finance Building Value in Your Company to Attract Investors featuring David Peskin, Senior Lending Network®, a program of World Alliance Financial Corp. (Host); Mike Sekits, JAM Equity Partners
5:30-7 p.m. Opening Reception

Tuesday, November 18

Business Category Panel Session Title
7:30-9 a.m. Continental Breakfast
8:30-9:30 a.m. Loan Origination Explaining Key Terms featuring Sarah Hulbert, Senior Financial Corp. (Host); Barry Scoles, 1st Reverse Mortgage USA; John Lucas, Generation Mortgage Company
Policy Understanding How the Housing & Economic Recovery Act Impacts Your Business featuring Peter Bell, NRMLA (Host); Donna Tomposki, U.S. Dept. of Housing and Urban Development; Betsy Cromwell, U.S. Dept. of Housing and Urban Development
Loan Origination


Risk Management 		Fostering Professionalism Within Reverse Mortgage Sales featuring Joe DeMarkey, MetLife (Host); Ken Kanady, Wells Fargo Home Mortgage; James Cory, Legacy Home Financing

Understanding FHA Appraisal Best Practices & Compliance Issues featuring John Nixon, Bank of America (Host); Len Fishman, Landmark/ReverseMortgageAppraisers.com; Bobbi Borland, Santa Ana Home Ownership Center, U.S. Dept. of Housing and Urban Development
9:45-10:30 a.m. General Session Summit with the FHA Commissioner & Other Senior HUD Staff featuring The Honorable Brian Montgomery, Asst. Secretary for Housing/Federal Housing Commissioner, U.S. Dept. of Housing and Urban Development
10:30-11:30 a.m. General Session

Political and Regulatory Issues Facing Our Business featuring Peter Bell, NRMLA; James Brodsky, Weiner Brodsky Sidman Kider PC; Margaret Burns, U.S. Dept. of Housing and Urban Development
12:1:15 p.m.    LUNCH
1:30-2:30 p.m. Finance The Numbers Behind Reverse Mortgages: Cash Flow Modeling, Pricing, Terminating Rates featuring Liz Scholz, NRMLA (Host); Colin Cushman, Director of Portfolio Analysis, and Karen Chang, Sr. Financial Economist, Office of Evaluation, U.S. Dept. of Housing and Urban Development; Jerry Wagner, IBIS Capital; Ken Bjurstrom, Milliman
Loan Origination Involving Family Members in the Loan Process featuring Kevin Murphy (Host), The Reverse Mortgage Center, LLC; Aaron Harlon, American Pacific Reverse Mortgage Group
Servicing Closing to Termination: Key Servicing Issues featuring Linda Bridges, Wells Fargo Home Mortgage (Host); Ryan LaRose, Celink; Margaret Tarab, Rosicki, Rosicki & Associates, PC; Marc Helm, Reverse Mortgage Solutions; Laurie Maggiano, Senior Policy Analyst, Single Family Asset Management, U.S. Department of Housing and Urban Development
Getting Started in Reverse Mortgages HECM Underwriting Clinic (Half-day class for experienced HECM underwriters and individuals looking to expand into reverse mortgages) 

Presenters: Ralph Rosynek, 1st Reverse Financial Services; Elly Johnson, Senior Lending Network®, a program of World Alliance Financial Corp.; Elaine Eaton, Financial Freedom; Dan Mooney, Santa Ana Homeownership Center, U.S. Dept. of Housing and Urban Development
2:45-3:45 p.m. Marketing/
Advertising		 Choosing the Right Lead Generation Option featuring Jean Noble (Host), Senior Lending Network®, a program of World Alliance Financial Corp.; Stephen Kinney, Stephen Kinney Associates; Sandeep Kharidhi, Acxiom Global Consulting Group; John Brodey, Fairway Mortgage; Stephen Chen, NewRetirement.com
Marketing/
Advertising		 Building Your Business Thru Networking featuring Ed Barrett, Your Home for Life (Host); John Gosselin, Gosselin & Associates; Adam Fine, Accessible Design & Consulting; Steve Barlam, LivHome; Peter Bell, NRMLA
Risk Management Recognizing Elder Abuse and Dementia So That Your Clients are Protected featuring Brett Kirkpatrick, Mortgage Financial, Inc.; Ed Pittock, Society of Certified Senior Advisors; Diana Schneider, MD, Assistant Professor of Family and Internal Medicine, Keck School of Medicine, Univ. of Southern California 
Getting Started in Reverse Mortgages HECM Underwriting Clinic (cont.)
4-5 p.m. Networking Event

Wednesday, November 19

Business Category Panel Session Title
8:30-9:30 a.m. Marketing/
Advertising		 Analyzing Demographics: Market Statistics and Forecasts featuring Liz Scholz, NRMLA (Host); John Lunde, Reverse Market Insight; Candace Thornton, Nielsen Claritas
Policy Consumer Protection Compliance: TILA, HOEPA, RESPA Updates featuring Jim Milano, Weiner Brodsky Sidman Kider PC (Host); Arthur Axelson, ReedSmith
Marketplace International Reverse Mortgage Activity featuring Tom Scabareti, Lincoln Consulting Group (Host); Sridhar Srinivasan, Chairman and Managing Director, National Housing Bank, New Delhi, India
Risk
Management		 Keeping Yourself Out of the Courtroom featuring Joel Schiffman, Weiner Brodsky Sidman Kider PC (Host); David Levitt, Circle Mortgage Corp.
9:45-10:45 a.m. Risk
Management		 Combating Reverse Mortgage Fraud featuring Joel Schiffman, Weiner Brodsky Sidman Kider PC (Host); Ryan LaRose, Celink; Bob Emerling, Financial Freedom; Lisa Iannini, Genworth Financial
Getting Started in Reverse Mortgages Transitioning Reverse Mortgages as a Minor Product Offering to a Mainstream Product Line featuring Nick Buscaglia, M&T Bank (Host) Dave Cesario, 1st Reverse Financial Services; Michael Odden, M&I Bank
Loan
Origination		 Using Reverse Mortgages as a Wealth Management Tool featuring Dennis Loxton, Metlife (Host); Colleen Moore, Golden Equity Mortgage; Austin Rosenthal, Lincoln Financial Group
Getting Started in Reverse Mortgages Impact of Reverse Mortgages on Medicaid, SSI and Other Benefit Programs featuring Atare Agbamu, Think Reverse, LLC (Host); John Gosselin, Gosselin & Associates
11-12 p.m. General Session Closing Session: NRMLA Business featuring Peter Bell, NRMLA; Liz Scholz, NRMLA; Bart Johnson, Life Stages Financial; Joe DeMarkey, MetLife Bank