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2016 Annual Meeting & Expo

11/14/2016 @ 9:00 am - 11/16/2016 @ 12:00 pm

 

 

 

 

 

 

At this year’s Annual Meeting & Expo, we’ll dissect the reverse mortgage process from preapplication to repayment and explore opportunities to improve the customer experience every step of the way.

Register today for NRMLA’s Annual Meeting & Expo and use the opportunity to:

  • Attend educational sessions that will help you improve the HECM borrower experience;
  • Keep up with current reverse mortgage industry news, research, and trends;
  • Network with other professionals from across the country;
  • Schedule business meetings with wholesale contacts and other third-party vendors;
  • Earn CRMP and NMLS continuing education credits;
  • Explore the Windy City and enjoy the attractions, events and gastronomic institutions to help make your stay as enjoyable as possible.

Join your colleagues in Chicago and work with us on creating A Better Borrower Experience.

 

Swissotel-Chicago-photos-ExteriorBook Your Hotel Room
Note: The Swissotel is completely sold out of rooms during the dates of the Annual Meeting & Expo. However, there are other hotels close by that may have rooms. Try Hotels.com for more information.

 

 

 

Volunteer Project with Little Brothers-Friends of the Elderly
little brothers of the elderlyNRMLA has organized a volunteer project on Sunday, November 13, in partnership with Little Brothers – Friends of the Elderly, Chicago Chapter, a non-profit dedicated to relieving isolation and loneliness among the elderly. With the generous support of our sponsors, holiday and birthday gifts were purchased for nearly 1,000 needy seniors. Volunteers can choose from two shifts (8:30 am to 11 am or 11 am to 1 pm) to help package gifts and creatively decorate the gift bags. Join us as we build stronger relationships with each other, the local senior community and beyond! Register or get more details on the eventIf you can’t attend, please make a donation to Little Brothers-Friends of the Elderly. When the option appears, please select in honor of NRMLA.


Let Whova Enhance Your Annual Meeting Experience
View the final agenda for the 2016 Annual Meeting & Expo and speaker bios, develop your own schedule by bookmarking important sessions, and communicate with other attendees—all from the convenience of your phone. Learn more about the Whova app


Continuing Education Credits

If you are registered for the Annual Meeting & Expo, you will have the opportunity to earn all 8 continuing education credits needed to renew your annual NMLS license. Six of the 8 credits will be offered during the main conference at no additional charge, while the 2 Hour Ethics Course offered immediately following the conference requires a separate $30 registration fee. If you are going to take these courses for NMLS credits, we ask that you pre-register for them. These same NMLS course credits can also be applied toward the Certified Reverse Mortgage Professional (CRMP) designation.  


Be a Sponsor

NRMLA’s Annual Meeting & Expo is the industry’s premier event for Reverse Mortgage professionals and service firms across the nation. Be part of it! There are various levels of sponsorship, each package representing excellent opportunities for tailoring your specific marketing needs while positioning your company as a leader in the industry. Download Sponsor Application. View the Exhibit Hall Floor Plan


Cancellation Policy

All conference cancellation requests must be received by faxing to 202-265-4435 or emailing to Darryl Hicks at dhicks@dworbell.com. A $50 cancellation fee will be applied to all cancellation requests received no later than September 25, 2016. A $150 cancellation fee will be applied to all cancellation requests received from September 26 through October 21, 2016. No refunds will be issued for cancellation requests received on or after October 22, 2016.


Registration Instructions

If you have never registered for one of our events, please download these Registration Instructions. Please note: If you reserve a hotel room first, you must register for the conference within 2 weeks, or risk losing the hotel room. We have a limited number of rooms in our room block and need to accommodate all paying customers.


Exploring the Windy City

As you plan your travel to Chicago for the 2016 Annual Meeting & Expo, November 14-16, we compiled a short list of attractions, events and gastronomic institutions to help make your stay as enjoyable as possible.

Show Full Agenda

Sunday, November 13

Time Description

Sunday, November 13

Time Description
8:30am

Volunteer Project

little brothers of the elderlyNRMLA has organized a volunteer project on Sunday, November 13, in partnership with Little Brothers – Friends of the Elderly, Chicago Chapter, a non-profit dedicated to relieving isolation and loneliness among the elderly. With the generous support of our sponsors, holiday and birthday gifts were purchased for nearly 1,000 needy seniors. Volunteers can choose from two shifts (see below) to help package gifts and creatively decorate the gift bags. Join us as we build stronger relationships with each other, the local senior community and beyond! 

8:30 am to 11:00 am Shift
Meet at 8:30 am in the Swissotel lobby for group departure. 
Returning to the Swissotel at 11:30 am.

10:30 am to 1:00 pm Shift
Meet in the Swissotel lobby at 10:30 am.
Returning to the Swissotel at 1:30 pm.

Address of the Service Project
Little Brothers – Friends of the Elderly
355 N. Ashland Ave
Chicago, IL 60607

Call Sarah Aaronson 209-573-0504 cell or sarah@irmevents.com with questions or changes

12:00pm

Exhibit Set-Up

Exhibit Set-Up Ends at 6:00 pm

1:00pm

Registration Desk Open

Registration desk closes at 5:00 pm.

Monday, November 14

Time Description
7:30am

Registration Desk Open

Registration desk closes at 6:30 pm

7:30am

Exhibit Hall Hours

7:30 am to 9:30 am – OPEN
9:30 am to 11:00 am – CLOSED
11:00 am to 1:30 pm – OPEN
1:30 pm to 3:00 pm – CLOSED
3:00 pm to 6:30 pm – OPEN

7:30am

Continental Breakfast (Zurich-Exhibit Hall)

7:30 am to 9:00 am – OPEN

8:15am

1 Hour SAFE CE: The Math Behind HECMs (Vevey)

Veteran trainer Craig Barnes Illustrates how reverse mortgage interest rates are calculated, explains vital application doc calculations, describes reverse mortgage growth rates, and explains how to read a monthly statement.

Presented by Craig Barnes, CRMP, Reverse Mortgage Funding LLC, New Windsor, NY

Approved for 1 NMLS / 1 CRMP Credit / 1 HECM Counselor CEU

CRMP logo Trademarked 150px wide

HECM Math logo

9:30am

Welcome Remarks (Zurich)

Peter Bell, President & CEO, National Reverse Mortgage Lenders Association, Washington, DC

9:45am

The Impacts of Longevity (Zurich)

Aging and longevity may sound like the same idea, but they are two separate issues and each comes with its own problems. We are all familiar with the impact of aging on individuals, but what about the impact of longevity? Longevity affects retirement funding, housing, healthcare, job creation, traffic, entertainment and every other aspect of our society. We’ll discuss these issues, so that you can better educate and prepare your clients.

Guest Speaker: Kathryn Lawler, Manager, Aging and Health Resources, Atlanta Regional Commission, Atlanta, GA

10:45am

Break

11:00am

A Better Borrower Experience (Zurich)

To cut through the confusion of the reverse mortgage loan process, NRMLA’s Board of Directors formed a working group to evaluate the customer experience and identify opportunities to clarify and simplify some of the more overwhelming and arduous parts of the transaction. Members of the Customer Experience Initiative will present their findings, insights, and solutions.

Presenters:

  • Mark Browning, HomeChex, Rochester, NY
  • Scott Norman, Finance of America Reverse LLC, Austin, TX
  • Jeffrey Birdsell, ReverseVision, San Diego, CA
  • Patty Wills, CRMP, Open Mortgage, LLC, Ellicott City, MD
Documents
11:00am

Closed Servicing Committee Meeting (Montreux)

By invitation only

11:30am

Plan Your Lifespan (Zurich)

No one knows what their future health holds, but everyone wants to have their voice heard throughout their lifespan. Northwestern University operates a web site – PlanYourLifeSpan.org – that helps people plan for health events and how to pay for these costs. You will learn more about the web site and how it can help your clients.

Introductions by Kristen Sieffert, President, Finance of America Reverse, Tulsa, OK

Guest Speaker: Lee Lindquist, MD MPH MBA, Northwestern University Feinberg School of Medicine, Chicago, IL

12:15pm

Networking Lunch (Zurich and Montreux)

12:15pm

CRMP Meeting & Luncheon (Vevey)

By Invitation Only.

1:30pm

A Better Borrower Experience: An Interactive Discussion with HECM Borrowers (Zurich)

HECM borrowers offer their insights on reverse mortgages, the lending industry, and retirement challenges.

Moderator: Marty Bell, Senior Vice President, Communications and Marketing, National Reverse Mortgage Lenders Association, Washington, DC

Panelists:

  • JoAnn Horton, Gary, IN
  • Larry Lettow, Burlington, WI
  • Stewart Strizak, Buffalo Grove, IL
  • Diane Scholtes, Chicago, IL
2:15pm

Regulatory Considerations and Business Development (Zurich)

When exploring growth strategies, owners and management must recognize the impact that their decisions will have from a regulatory compliance standpoint. NRMLA’s Legal Counsel Jim Brodsky discusses some of these important issues.

Presenters:

  • Peter Bell, National Reverse Mortgage Lenders Association, Washington, DC
  • James Brodsky, Weiner Brodsky Kider, PC, Washington, DC
3:00pm

Break

3:15pm

Closed Meeting: PR Campaign Supporters (Vevey)

By Invitation Only

3:15pm

A Better Borrower Experience: Counseling (Zurich)

HECM counselors share their experiences educating clients about reverse mortgages and offer insights on how the reverse mortgage industry can improve the upfront education process and offer ongoing support post-closing.    

Moderator: Steve Irwin, Executive Vice President, National Reverse Mortgage Lenders Association, Washington, DC

Presenters:

  • Ray Pennie, ClearPoint Credit Counseling Solutions, Atlanta, GA
  • Jennifer Cosentini, Cambridge Credit Counseling, Agawam, MA
  • Eric Selk, HOPE NOW Alliance, Washington, DC
  • John Olmstead, Office of Housing Counseling, U.S. Department of Housing and Urban Development, Burlington, VT

Approved for 1 CRMP Credit

CRMP logo Trademarked 150px wide

4:15pm

A Better Borrower Experience: Preparing Your Client for a Smooth Closing (Zurich)

Closing professionals discuss common questions that consumers ask at the closing, top issues and concerns, and what lenders can be doing better to prepare their clients for a smoother closing. 

Moderator: Scott Harmes, C2 Financial Mortgage Corporation, San Diego, CA

Presenters:

  • Lisa Steele, Premier Reverse Closings, Rocklin, CA
  • Megan Hafenstein, Allegiant Reverse Services, Roseville, CA
  • Frank Lombardi, Esq., Customized Lenders Services, Rochester, NY

Approved for 1 CRMP Credit

CRMP logo Trademarked 150px wide

5:30pm

Opening Reception (Zurich-Exhibit Hall)

Sponsored by

baseline-reverse-small

 

Tuesday, November 15

Time Description
7:30am

Registration Desk Open

Registration desk closes at 5:00 pm

7:30am

Exhibit Hall Hours

7:30 am to 10:45 am – OPEN
10:45 am to 12:15 pm – CLOSE
12:15 pm to 4:00 pm – OPEN
4:00 pm – CLOSE

7:30am

Continental Breakfast (Zurich-Exhibit Hall)

8:30am

2 Hour SAFE Non-Traditional: HECM for Purchase and the New Reverse Mortgage (Vevey)

Presenters cover more than just the fundamentals and underwriting guidelines that other courses have provided. They look at market data and usage statistics and focus on building a working knowledge of the HECM for Purchase decision.

Introductions by Kelly McCabe, HECM for Purchase Product Leader, Reverse Mortgage Funding LLC, Melville, NY

Presenters:

  • Dan Hultquist, ReverseVision, Douglasville, GA
  • Lorraine Geraci, Finance of America Reverse LLC, Huntersville, NC
  • Laura Almohandis, Finance of America Reverse LLC, Tulsa, OK

Approved for 2 NMLS Credits / 2 CRMP Credits / 2 HECM Counselor CEUs

H4P logo

CRMP logo Trademarked 150px wide

8:30am

A Better Borrower Experience: The Hand-Off From Closing to Servicing (Zurich)

Servicing subject matter experts discuss the crucial transition from loan origination to servicing and how it impacts borrowers, and share ideas and solutions for a smoother hand-off.

Introductions by Robert Sivori, Chief Financial Officer, Reverse Mortgage Funding LLC, Bloomfield, NJ

Presenters:

  • Ryan LaRose, Celink, Lansing, MI
  • Linda Bridges, Wells Fargo, Fort Mill, SC
  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX

Approved for 1 CRMP Credit

CRMP logo Trademarked 150px wide

9:30am

A Better Borrower Experience: Are We Using the Best Terminology? (Zurich)

Join NRMLA PR Committee members Tom Evans and Jean Noble, and NRMLA’s Marty Bell, for an open discussion about the language of reverse mortgages. Audience participation will be encouraged as all three ask: Are certain industry terms too complicated? Would simplified wording grow the market? What HECM terms would you change if you could?

Facilitators:

  • Marty Bell, NRMLA, Washington, D.C.
  • Thomas Evans, Finance of America Reverse LLC, Hauppauge, NY
  • Jean Noble, Reverse Mortgage Funding LLC, Melville, NY
10:30am

Break

10:45am

HECM Update from Key HUD Staff (Zurich)

FHA’s key HECM personnel will summarize important program changes made in 2016, provide program performance statistics, and discuss future priorities.

Introductions by Robert Mulderig, Acting Deputy Assistant Secretary, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC

Presenters:

  • Karin Hill, Senior Policy Advisor, U.S. Department of Housing and Urban Development, Washington, DC
  • Erica Jessup, Housing Policy Specialist, U.S. Department of Housing and Urban Development, Washington, DC
  • Phil Caulfield, Policy Analyst, U.S. Department of Housing and Urban Development, Washington, DC
  • Kasey Watson, Program Director, Servicing Branch, National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK
12:30pm

Networking Lunch (Zurich & Vevey)

2:00pm

3 Hour SAFE CE: The Legal and Regulatory Landscape for Reverse Mortgages (Zurich)

NRMLA’s legal counsel leads a discussion about federal and state legislative and regulatory changes and what those changes mean to reverse mortgage loan officers and business owners.

Introductions by Mike Kent, President, Liberty Home Equity Solutions, Rancho Cordova, CA

Presenters:

  • James Brodsky, Weiner Brodsky Kider, PC, Washington, DC
  • James Milano, Weiner Brodsky Kider, PC, Washington, DC
  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX

Approved for 3 NMLS Credits / 3 CRMP Credits / 3 HECM Counselor CEUs

Legislative update logo

CRMP logo Trademarked 150px wide

2:00pm

A Better Borrower Experience: Marketing Moves From Paper to Digital In Our Customer Communications (Vevey)

Now that a majority of seniors 65+ go online to search for, and collect information, about new products and services, it’s time to embrace online marketing strategies. Importantly, marketing language that reads well on paper pamphlets doesn’t actually translate to the web.

Moderator: Wendy Peel, ReverseVision, San Diego, CA

Presenters:

  • Stephen Chen, NewRetirement, Inc., San Leandro, CA
  • Raymond Bartreau, Best Rate Referrals, LLC, Las Vegas, NV
  • Josh Shein, Home Point Financial, Owings Mills, MD
  • Nitin Bhutani, Lending Tree, Burlingame, CA
3:00pm

Changing Gears: Marketing the Reverse Business to the Forward Space (Vevey)

Growing the reverse mortgage footprint within a large bank or mortgage company is something that many managers grapple with. Our panel will discuss how they have been successful at leveraging their “forward” mortgage sales force to build their HECM business.

Moderator: Loren Riddick, CRMP, People’s Home Equity, Alcoa, TN

Presenters:

  • Harlan Accola, CRMP, Fairway Independent Mortgage Corporation, Marshfield, WI
  • Ken Krajewski, The PrivateBank and Trust Company, Rochester, MI
  • Tim Harder, 1st Reverse Mortgage USA, Lakewood, CO
Documents

Wednesday, November 16

Time Description
8:30am

Registration Desk Open

8:00am

Exhibit Hall Hours

8:00 am to 10:30 am – OPEN

10:30 am – CLOSED

8:00am

Continental Breakfast (Zurich-Exhibit Hall)

9:00am

Awards Presentation (Zurich)

Congratulations to our honorees

  • Sally Bené of the Department of Housing and Urban Development
  • Mark Browning of HomeChex
  • Mary Katherine Quasarano of Celink
  • Dan Hultquist of ReverseVision
9:30am

NRMLA Business Meeting (Zurich)

NRMLA members must ratify the Nominating Committee Report and formally elect a new Board of Directors for the 2017 term.

10:00am

Executive Committee Roundtable (Zurich)

NRMLA’s Executive Committee summarizes key takeaways from the past year and where they see the business headed.

Participants:

  • Peter Bell, NRMLA, Washington, DC
  • Joe DeMarkey (Co-Chair)
    Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Reza Jahangiri (Co-Chair)
    American Advisors Group
    Orange, CA
  • Sherry Apanay (Vice Chair)
    Finance of America Reverse LLC, Tulsa, OK
  • Mark Browning (Vice Chair)
    HomeChex, Rochester, NY
  • Mike Kent (Secretary)
    Liberty Home Equity Solutions, Inc., Rancho Cordova, CA
  • Jason McNamara (Treasurer)
    Celink, Lansing, MI
11:00am

New Reverse Mortgage Research (Zurich)

Three leading retirement researchers present their findings on seniors’ access to home equity, an analysis of how older Americans have spent and managed their assets over time, and the impact that various home equity extraction methods, including HECMs, have on the credit profiles of senior borrowers.

Moderator: Joe DeMarkey, Reverse Mortgage Funding LLC, Bloomfield, NJ

Presenters:

  • Stephanie Moulton, Associate Professor, John Glenn College of Public Affairs, Ohio State University, Columbus, OH
  • Christopher Mayer, Longbridge Financial, LLC/Columbia University, Mahwah, NJ
  • Laurie Goodman, Urban Institute, Washington, DC
12:00pm

Closing Remarks and Adjourn

1:30pm

2 Hour SAFE CE: NRMLA's Code of Ethics and Its Impact On Your Daily Routine (Vevey)

The course instills a sense of ethical behavior in the students, so that they can better serve their aging clients. The most devoted and ethical reverse mortgage professionals offer unlimited guidance, support and assistance throughout the reverse mortgage process, from the very first consultation until the loan pays off.

Presenters:

  • James Brodsky, Weiner Brodsky Kider, PC, Washington, DC
  • Craig Barnes, Reverse Mortgage Funding LLC, New Windsor, NY
  • Lorraine Geraci, Finance of America Reverse, LLC, Huntersville, NC
  • Jud Lyman, Liberty Home Equity Solutions, Rancho Cordova, CA
  • Dan Hultquist, ReverseVision, Douglasville, GA

Pre-registration required. Anyone is welcome to attend, but attendance is mandatory for all candidates pursuing the Certified Reverse Mortgage Professional designation, and for existing designees who need to retake the course every three years.

Approved for 2 NMLS / 2 CRMP Credits

Ethics logo

CRMP logo Trademarked 150px wide

Last modified:

Annual Meeting & Expo Only

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities
Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 31, 2016
$675.00 $925.00
Early Registration
September 11, 2016
$775.00 $1,025.00
Regular Rate
November 13, 2016
$875.00 $1,150.00
Onsite Registration
November 16, 2016
$1,000.00 $1,275.00

Annual Meeting & Expo + CRMP Ethics Workshop

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities
  • Entry to the CRMP Ethics Workshop on Wednesday, November 16, from 1:30 to 3:30. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.
Cutoff Date NRMLA Member Non-Member
Pre-Sale
August 1, 2016
$705.00 $955.00
Early Registration
September 11, 2016
$805.00 $1,055.00
Regular Rate
November 13, 2016
$905.00 $1,180.00
Onsite Registration
November 16, 2016
$1,030.00 $1,305.00

CRMP Ethics Workshop Only

The registration fee covers:

  • Entry to the CRMP Ethics Workshop on Wednesday, November 16, from 1:30 to 3:30. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.
Cutoff Date NRMLA Member Non-Member
Regular Rate
November 16, 2016
$30.00 $30.00

Diamond Sponsors

Gold Sponsors

Details

Start:
11/14/2016 @ 9:00 am
End:
11/16/2016 @ 12:00 pm

Venue

Swissotel Chicago
323 E Upper Wacker Dr.
Chicago, IL 60601 United States
+ Google Map
Phone:
(312) 565-0565
Website:
https://resweb.passkey.com/go/nrmla2016