Conference Registration


2-6pm
Sunday, April 6

8-6pm
Monday, April 7

8-5pm
Tuesday, April 8

Monday, April 7


8-10am
1:30-3:30pm
4:30-6:30pm
NRMLA Tradeshow Hours

Morning Breakout Sessions


9-10am
Options for Participating in the Origination of HECM and
Other Reverse Mortgages
Speakers:


James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator)
Sherry Apanay, Generation Mortgage Company, Atlanta, GA


Fraud Prevention in Reverse Mortgages

Speakers:

Liz Scholz, NRMLA, Washington, DC (Moderator)
Lisa Nerenberg, Nerenberg & Associates, Redwood City, CA
Jeff Gentry, Kroll Factual Data, Loveland, CO
Linda Bridges, Wells Fargo Home Mortgage, Fort Mill, SC


10-11am
Developing Your Marketing Plan and
Sizing Your Budget
Speakers:

Scott Norman, Generation Mortgage Company, Austin, TX (Moderator)
Jean Noble, Lender Lead Solutions, Melville, NY
Monte Rose, MonteRose.Biz, Irvine, CA
Howard Miselman, Continental Funding Corp., Stoughton, MA


RESPA, TILA and How They Apply to Reverse Mortgages Including Fized Rate and Closed-end Loans
Speakers:

James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator)
Brent Lattin, Federal Reserve Board, Washington, DC
Regina Lowrie, Vision Mortgage Company, LLC, West Conshohocken, PA

General Session


11-12:15pm
Industry Update and FHA Modernization
Speakers:

Peter Bell, President, NRMLA, Washington, DC (Moderator)
James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC

12:15-1:30pm
Complimentary Lunch
 
Special Guest:
Bart Johnson, Life Stages Financial, Inc., Newport Beach, CA

General Session


1:30-2:30pm
Product Review Panel
Speakers:

Liz Scholz, NRMLA, Washington, DC (Moderator)
David Carey, Sun West Mortgage Company, Cirritos, CA
David Peskin, Lender Lead Solutions, Melville, NY
Joe DeMarkey, EverBank Reverse Mortgage, Milford, MA
Jeff Lewis, Generation Mortgage Company, Atlanta, GA
Bob Scott, Financial Freedom, Irvine, CA

Afternoon Breakout Sessions


2:30-3:30pm
A Reverse Mortgage Closing From A to Z: What SHOULD Happen at Closing
Speakers:

Mario Martirano, Agency for Consumer Equity Mortgages, Inc., Elmsford, NY (Moderator)

Lisa Steele, All Reverse Title, Rocklin, CA

Greg Gilbert, Signing Pro by Reeves Hary, Inc., San Jose, CA
Kara Lent, LSI Title & Escrow, Irvine, CA


Where Is Capital Coming From?
Speakers:

Liz Scholz, NRMLA, Washington, DC (Moderator)
Dan Dombrosky, Fannie Mae, Washington, DC

Joe Kelly, Joseph J. Kelly Consulting, New Providence, NJ
Ted Foster, Ginnie Mae, Washington, DC

General Session


3:30 - 4:30pm


Incorporating the NRMLA Code of Conduct and Best Practices Into Your Operations
Speakers:


Peter Bell, NRMLA, Washington, DC (Moderator)
Jim Cory, Legacy Home Financing, Solano Beach, CA


5:30 - 6:30pm
Networking Reception

Tuesday, April 8

8-11:30am
1:30-3pm

NRMLA Tradeshow Hours

Morning Breakout Sessions


9-10am
Expanding Your Footprint: State Licensing and HUD Territorial Approval
Speakers:

Jim Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC
Ben Slayton, The Lender Approval Department, Culver City, CA


Medicaid and Medicare: Understanding What They Cover, What They Don’t
Speakers:

Erin Gulick, NAIPC, (Moderator)
Deborah Harmon-Pugh, The Healthy Caregiver Foundation, Philadelphia, PA
John Gosselin, Gosselin & Associates, Stoughton, MA
Jim Pezzuti, Office of Long-Term Living, Harrisburg, PA


10-11am
Town Hall Meeting with the Philadelphia Homeownership Center
Speakers:

Peter Bell, NRMLA, Washington, DC (Moderator)

Engram Lloyd, Director, Philadelphia Home Ownership Center, U.S. Department of Housing and Urban Development, Philadelphia, PA

Gerry Glavey, Director, Processing/Underwriting Division, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA

Tony Sexauer, Lead Underwriter, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA

Cutting Edge Assistive Technology
Speakers: 

Darryl Hicks, NAIPC, Washington, DC (Moderator)
Herb Houser, PhD, Midtown Technologies, LLC, Uniondale, NY
John Grencer, Good Shepherd Rehab Hospital, Nazareth, PA


11-12pm

View From HUD Headquarters
Speakers:

Peter Bell, NRMLA, Washington, DC (Moderator)
Margaret Burns, Director, Single Family Program Development, U.S. Dept. of Housing and Urban Development, Philadelphia, PA


Building a Website for Effective Marketing to Seniors
Speakers:

Liz Scholz, NRMLA, Washington, DC (Moderator)
Monte Rose, MonteRose.Biz, Irvine, CA
Greg Hayes, Liberty Reverse Mortgage, Rancho Cordova, CA
Bob Purcell, Golden Gateway Financial, Inc., Emeryville, CA

12-1:30pm
Lunch
Featured Speaker: Steve Roop, President, Beacon Hill Village, Boston

Afternoon Breakout Sessions


1:30- 2:30pm

Preparing for a HUD Audit
Speakers:

James Brodsky, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC (Moderator)
Bob Emerling, Financial Freedom, Irvine, CA
David Levitt, Circle Mortgage Corp., Hollywood, FL
John Van de Zilver, Philadelphia Home Ownership Center, U.S. Department of Housing and Urban Development, Philadelphia, PA

Innovative Programs That Promote Aging in Place
Speakers:

Darryl Hicks, NAIPC, Washington, DC (Moderator)
Jeanne La Rouche, President/Executive Director, Surrey Services for Seniors, Berwyn, PA

Mark Hansan, Manage On My Own, LLC, Bethesda, MD
Rachel Cohen, Philadelphia Corporation for Aging, Philadelphia, PA

2:30-3:30pm

Advertising Compliance
Speakers:

Liz Scholz, NRMLA, Washington, DC (Moderator)
James Milano, Weiner, Brodsky, Sidman, Kider, PC, Washington, DC
Vivian Sin, Lender Lead Solutions, Melville, NY

Gail Wisely, Financial Freedom Senior Funding Corp., Irvine, CA


Elder Abuse Prevention: Emerging Trends and Promising Strategies
Speakers:

Peter Bell, NRMLA, Washington, DC (Moderator)

Lisa Nerenberg, Nerenberg & Associates, Redwood City, CA


3:30-4:30pm
Key Processing and Underwriting Issues
Speakers:

Ralph Rosynek, 1st Reverse Financial Services, LLC, Westmont, IL (Moderator)

Mary Anne Rutledge, Generation Mortgage Company, Atlanta, GA

Gerry Glavey, Director, Processing/Underwriting Division, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA

Tony Sexauer, Lead Underwriter, Philadelphia Home Ownership Center, U.S. Dept. of Housing and Urban Development, Philadelphia, PA

Organizing Aging in Place Week Activities
Speakers:

Peter Bell, NAIPC, Washington, DC (Moderator)
Paul Franklin, Franklin Funding, Charleston, SC

Roberta Recenes, Wells Fargo Home Mortgage, Quakertown, PA