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2017 Annual Meeting & Expo

November 13 @ 9:00 am - November 15 @ 12:00 pm

 

 

 

 

 

 

Accessing Presentation Slides and Audio Recordings
To view this information, you must be a member of NRMLA and you must be logged into NRMLAonline.org with your username and password. Once you are logged in, you will see a “Documents” tab located to the right of the Registration Fee tab above.

Enjoy a look back at the Annual Meeting with this fun photo montage


There’s no better venue to collaborate with industry peers or meet other top subject matter experts. Underwriters, compliance staff, business owners, attorneys, counselors, servicers, processors and loan originators attend NRMLA’s Annual Meeting & Expo to be part of the industry discussions that matter most to your business.

If you can’t attend the meeting yourself, make sure to send a colleague on your behalf! If you are not sending someone from your organization, then you’re really missing out on business meetings and educational sessions that can take your business to the next level.

Get your CRMP continuing education credits. Network with industry leaders. And come together to improve the reverse mortgage experience. Register today!


Registration Instructions
If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.


Exhibitor/Sponsor Brochure

If you want to increase your company’s footprint in the reverse mortgage business, consider exhibiting or sponsoring at NRMLA’s Annual Meeting & Expo. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry. Download the sponsor materials/exhibitor brochure.


Booking Your Hotel Room

The Palace Hotel discounted room block is fully committed. If you need a hotel reservation for the conference we recommend booking a room at one of the following nearby hotels.

Go to www.hotels.com or directly to the hotels website to book a room.

 

Financial District – Room rate range $240-$340
Galleria Park Hotel – (5 min walk)
Orchard Hotel – (10 min walk)
Park Central – (5 min walk)
Hilton San Francisco – (12 min walk)

Union Square locations – $305-$325
Grand Hyatt San Francisco – (10 min walk)
Kimpton Sir Francis Drake – (10 min walk)
Westin St. Francis – (10 min walk)


Paying By Check

If you pay by check, you must submit payment before the current registration deadline passes.
For example, if you register at the Pre-Sale Registration Rate and pay by check, payment must be received by Friday, July 21 or you will be charged the next highest registration rate (Early).

Please mail your check to

NRMLA
Attn: Accounting
1400 16th St., NW
Suite 420
Washington, DC 20036


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 29, 2017. A $150 cancellation fee will be applied to all cancellation requests received from September 30 through October 20, 2017. No refunds will be issued for cancellation requests received on or after October 21, 2017.


Onsite Parking
The Palace hotel does not offer discount parking to meeting attendees, however, there are several parking garages near the hotel, which offer cheaper rates. Trying using Spot Hero, a web site that pinpoints parking garages in the area, at www.spothero.com.


Visiting San Francisco

As you plan your travel to San Francisco, we compiled a short list of attractions, events and gastronomic institutions to help make your stay as enjoyable as possible.

 

4th Annual Reverse Scramble
If you play golf, there’s no better place to test your skills than on the fairways of the famous Presidio Golf Club. Join us for the 4th Annual Reverse Scramble on Sunday, November 12. Tee times begin at 11:30 am. The cost is $220/person. Clubs can be rented for an additional $50. There will be prizes. Questions: Email Sarah Aaronson at sarah@irmevents.com.

Note: You must register for the Reverse Scramble separately from the Annual Meeting. Download Reverse Scramble registration instructions.

 

Curry Center Volunteer Event

While registering for the Annual Meeting, select from two shifts between the hours of 10:00 am to 1:00 pm or 11:00 am to 1:30 pm and help us serve breakfast and lunch, and stuff Thanksgiving bags with non-perishable food items. Exact details are still being worked out, but we encourage you to start planning ahead if you think you may be able to come in a day early. (Note: The 8:00 am to 11:00 am shift has filled)

Watch the video documenting NRMLA’s 2015 Service Day at the Curry Senior Center

Started in the 1970s in San Francisco’s Tenderloin neighborhood, Curry Senior Center offers essential social services, such as free meals, free housing, and free health clinic, and more than 40 different community programs and classes for a very diverse group of people. CSC serves 350 people breakfast and lunch 365 days a year and there are 16 rooms available for very low-income seniors who otherwise would be homeless.


The Art of Thankful Giving Dessert Reception & Benefit
Join the Reverse Mortgage Industry as we celebrate The Art of Thankful Giving: Supporting The Curry Senior Center – San Francisco

Sunday, November 12, 2017
7:00 pm – 10:00 pm
Julia Morgan Ballroom (located 3 blocks from the Palace Hotel, San Francisco)
465 California Street, San Francisco, CA 94104

Dessert Reception, Music and Auction featuring Grammy Nominee Andre Thierry & his 5 Piece Band

SILENT AND LIVE AUCTION ITEMS INCLUDE

• 4 Night Stay in La Qunta Villa, Palm Springs, CA
• Weekend Getaway at the Palace Hotel, San Francisco
• 
2 Night Stay at the Breakers Hotel, Palm Beach, FL
•  
JBL Portable Speaker
•  
Kindle

CASH BAR
Business Casual
RSVP: https://www.eventbrite.com/e/atg-reception-benefit-registration-37200790566

 

Show Full Agenda

Sunday, November 12

Time Description
8:00am

Curry Center Volunteer Event

As part of NRMLA’s ongoing efforts to assist America’s most needy citizens, we will once again partner with the Curry Senior Center by organizing a volunteer event on Sunday morning, November 12. While registering for the Annual Meeting, select from two shifts between the hours of 10:00 am to 1:00 pm or 11:00 am to 1:30 pm and help us serve breakfast and lunch, and stuff Thanksgiving bags with non-perishable food items. Exact details are still being worked out, but we encourage you to start planning ahead if you think you may be able to come in a day early. (NOTE: The 8:30 am to 11:00 am shift has filled up.)

Watch the video documenting NRMLA’s 2015 Service Day at the Curry Senior Center.

11:30am

Fourth Annual Reverse Scramble Golf Tournament

If you play golf, there’s no better place to test your skills than on the fairways of the famous Presidio Golf Club. Join us for the 4th Annual Reverse Scramble on Sunday, November 12. Tee times begin at 11:30 am. The cost is $220/person. Clubs can be rented for an additional $50. There will be prizes. Questions: Email Sarah Aaronson at sarah@irmevents.com.

Note: You must register for the Reverse Scramble separately from the Annual MeetingDownload Reverse Scramble registration instructions.

12:00pm

Registration desk open -- Sunset Court (2nd Floor)

The registration desk will be open from 12:00 pm to 5:00 pm.

7:00pm

The Art of Thankful Giving Reception & Benefit

Join the Reverse Mortgage Industry as we celebrate The Art of Thankful Giving: Supporting The Curry Senior Center – San Francisco

Sunday, November 12, 2017
7:00 pm – 10:00 pm
Julia Morgan Ballroom (located 3 blocks from the Palace Hotel, San Francisco)
465 California Street, San Francisco, CA 94104

Dessert Reception, Music and Auction featuring Grammy Nominee Andre Thierry & his 5 Piece Band

SILENT AND LIVE AUCTION ITEMS INCLUDE

• 4 Night Stay in La Qunta Villa, Palm Springs, CA
• Weekend Getaway at the Palace Hotel, San Francisco
• 2 Night Stay at the Breakers Hotel, Palm Beach, FL
•  JBL Portable Speaker
•  Kindle

CASH BAR
Business Casual
RSVP: https://www.eventbrite.com/e/atg-reception-benefit-registration-37200790566

 

Monday, November 13

Time Description
7:00am

Registration desk open -- Sunset Court (Second Floor)

Registration desk hours will be from 7:00 am to 7:00 pm

7:30am

Exhibit hall open -- Gold Ballroom

The exhibit hall, located in the Gold Ballroom, will be open from 7:30 am to 7:00 pm, but closed during general sessions.

7:30am

Continental Breakfast -- Gold Ballroom

Continental breakfast will be served in the exhibit hall from 7:30 am to 9:30 am

7:30am

THE BRIDGE networking lounge – Regency Foyer

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. Hours are 7:30 am to 7:00 pm.

Sponsored by

 

9:00am

Search and Blog: Where Are Older Americans Finding Information? -- Ralston

Two nationally-renowned marketing experts discuss ideas for communicating with America’s 50+ population in more meaningful and engaging ways.

9:00am

The New Reverse Mortgage Math -- Twin Peaks

New principal limit factors, new mortgage insurance premiums and a new interest rate “floor” have forced us to rethink how Home Equity Conversion Mortgages should be presented and explained to consumers. Craig Barnes, head trainer at Reverse Mortgage Funding LLC, presents an updated version of his popular Reverse Mortgage Math course to share strategies that can help you serve your clients more effectively.

Approved for 1 CRMP Credit

10:00am

Better Connections: Managing Digital Marketing Strategies To Help Grow Your Business -- Ralston

Nothing changes as quickly as digital marketing. It’s a full-time job keeping up with the latest trends, marketing best practices and enabling technologies. When you’re in startup mode and not sure what’ll work, you’ve got to consider and experiment with social media, content, email, mobile, influence and search engine marketing. Jim Berkowitz, founder of LaunchHawk Marketing, discusses best practices that you can incorporate into your own businesses.

11:00am

General Sessions -- Grand Ballroom

Opening Remarks
Peter Bell, President and CEO, National Reverse Mortgage Lenders Association, Washington, DC

HUD Update with Key HECM Staff 
FHA’s key HECM personnel will summarize important program changes made in 2017, provide program performance statistics and discuss future priorities.

Presenters:

  • Cheryl Walker, Director, Home Valuation Policy Division, Office of Single Family Program Development, 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

Approved for 2 CRMP Credits

 

 

12:15pm

Keynote Speaker-Michael Drayne, Senior Vice President, Issuer and Portfolio Management, Ginnie Mae, Washington, DC -- Grand Ballroom

As Senior Vice President of the Office of Issuer & Portfolio Management, Michael Drayne is responsible for the management of Ginnie Mae’s relationships with the mortgage lenders who issue securities under Ginnie Mae’s mortgage-backed securities program.

In this capacity, he oversees the Single Family and Multifamily Program Divisions, as well as the Monitoring & Asset Management Division, the latter of which is responsible for the oversight of the Ginnie Mae servicing assets owned by Issuers or Ginnie Mae. A 25-year veteran of the housing finance industry, Mr. Drayne began his career at Chevy Chase Bank, where he served as Vice President and Director of Secondary Marketing. In addition, he was responsible for managing several other operational units for the bank’s nationwide mortgage lending subsidiary. He has also held management positions with the residential lending divisions of two other banks. At one of these banks, he co-founded a reverse mortgage lending unit.

12:45pm

CRMP Meeting -- Twin Peaks

Special guest speaker Elizbeth Ecker, Reverse Mortgage Daily. Lunch will be provided.

12:45pm

Networking Lunch

Buffets available in Exhibit Hall and Sunset Court

2:00pm

Communicating with Older Adults: It’s Not What You Say, It’s How You Say It -- Grand Ballroom

Barbra Kingsley, PhD, a principal partner with Kleimann Communications, shares insights on communicating about financial products. Her talk will focus on the value of plain language standards and – specifically – how to better understand and communicate with an aging clientele.

Approved for 1 CRMP Credit.

2:45pm

Break

3:00pm

Data Minds: Academic and Financial Experts Present New Research Findings -- Grand Ballroom

Four leading retirement researchers comment on their findings about gauging interest in, and understanding of, home equity products among older homeowners and financial advisors; analyzing real estate owned by reverse mortgage borrowers; the financial state of elderly homeowners and how they might benefit from borrowing against the equity in their homes; and incorporating home equity into an optimal cash withdrawal strategy during retirement.

Moderator: Scott Norman, Finance of America Reverse, LLC, Austin, TX

Presenters:

  • Jay Greenberg, PhD, NCOA Services LLC, Arlington, VA
  • Karan Kaul, Urban Institute, Washington, DC
  • Christopher Mayer, PhD, Longbridge Financial, LLC/Columbia University, Mahwah, NJ
  • Barry Sacks, JD, PhD, San Francisco, CA

Approved for 1 CRMP Credit

4:15pm

Business Meeting -- Grand Ballroom

NRMLA members must ratify the Nominating Committee Report and formally elect a new Board of Directors for the 2018 term. NRMLA executives will share updates on the association’s advocacy, education, and public relations efforts.

5:30pm

Networking Reception -- Exhibit Hall (Gold Ballroom)

Use this opportunity to catch up with old friends and make news ones.

Tuesday, November 14

Time Description
7:30am

Registration desk open -- Sunset Court (2nd Floor)

Registration desk hours will be from 7:30 am to 5:00 pm

8:30am

Exhibit hall open -- Gold Ballroom

The exhibit hall, located in the Gold Ballroom, will be open from 8:00 am to 7:00 pm, but closed during general sessions.

7:30am

Continental Breakfast

Continental breakfast will be served in the exhibit hall from 7:30 am to 9:30 am

7:30am

THE BRIDGE networking lounge – Regency Foyer

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees.

Sponsored by

9:00am

Reinventing Ourselves: A Roundtable Discussion with NRMLA’s Leadership -- Grand Ballroom

Successful industries need to readjust on a timely basis to remain relevant and sustain themselves. Is this our time?

  • Joe DeMarkey, NRMLA Co-Chair, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Reza Jahangiri, NRMLA Co-Chair, American Advisors Group, Orange, CA
  • Michael Kent, NRMLA Secretary, Liberty Home Equity Solutions, Rancho Cordova, CA
  • Michael McCully, NRMLA Director, New View Advisors, New York, NY
  • Kristin Sieffert, NRMLA Director, Finance of America Reverse, San Diego, CA
10:15am

Where Do We Go From Here? An Open Forum for Loan Officers -- Ralston

This town hall-style event is a platform for sharing ideas and suggestions to keep improving the reverse mortgage borrower experience as our industry adapts to recent regulatory changes.

Facilitators:

  • Harlan Accola, CRMP, Fairway Independent Mortgage, Marshfield, WI
  • Peter Bell, NRMLA, Washington, DC
  • Sheila Lancaster, Finance of America Reverse, Cumming, GA
  • Loren Riddick, CRMP, Peoples Home Equity, Alcoa, TN
10:15am

Federal Regulatory Enforcement Update -- Twin Peaks

Our panel of legal and regulatory experts will address potential areas of focus at the Consumer Financial Protection Bureau, annual FHA recertification, areas of risk, and risk management best practices.

Presenters:

  • Justin Burch, The Collingwood Group, Washington, DC
  • Rick Gilmartin, Nationstar, Irving, TX
  • Jim Milano, Weiner Brodsky Kider, Washington, DC
  • Michelle Rogers, Buckley Sandler LLP, Washington, DC

Approved for 1 CRMP Credit

11:30am

There for Mom and Dad: The Children of Borrowers Speak -- Grand Ballroom

At our last two annual meetings, we moderated panels of borrowers who discussed their reasons for getting reverse mortgages and offered opinions on the origination process. This time, we invited the children (or relatives) of borrowers to give us their thoughts and impressions and ideas for improving the borrower experience.

Moderator: Marty Bell, National Reverse Mortgage Lenders Association, Washington, DC

12:30pm

Networking lunch

Buffets available in Exhibit Hall and Sunset Court.

1:45pm

Developing a Facebook Ad Campaign: A Reverse Mortgage Lender’s Case Study -- Twin Peaks

Advertising and promoting yourself on Facebook requires a certain skillset if you want to succeed at it. Jim Berkowitz, founder of LaunchHawk Marketing, shares the results of a campaign he recently devised for a reverse mortgage lender and will talk about what worked and what didn’t. You’ll want to bring your laptop for this interactive session. 

1:45pm

HMDA Basics: A Workshop for Reverse Mortgage Professionals -- Ralston

The Consumer Financial Protection Bureau expanded data collection requirements under the Home Mortgage Disclosure Act that impact reverse mortgage lenders. Our panel of compliance experts will provide an overview of the new rules, offer practical guidance for collecting and reporting GMI data, share helpful tools and resources, and take your questions.

Moderator: Wendy Peel, ReverseVision, San Diego, CA

Presenters:

  • Stephanie Bogan, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Sarah Cavanaugh, Finance of America Reverse, Maple Valley, WA
  • Bill Trask, Retirement Funding Solutions, San Diego, CA

Approved for 1 CRMP Credit

3:00pm

State Regulatory Enforcement Update -- Ralston

More states are enacting regulations that impact companies that originate and service reverse mortgages. Our panel of legal experts will sort through what happened in 2017 and what is in the works for 2018.

Presenters:

  • Jim Milano, Weiner Brodsky Kider, Washington, DC
  • Kathryn Ryan, Buckley Sandler LLP, Washington, DC
  • James Wallace Wright, Jr., Bradley Arant Boult Cummings LLP, Birmingham, AL

Approved for 1 CRMP Credit

3:00pm

Productive Referrals: Becoming a More Self-Sufficient Loan Originator -- Twin Peaks

Ken Krajewski of CIBC Bank, based in Chicago, IL, will show reverse mortgage originators how they can create a larger and more productive referral base in an effort to become more self-sufficient. Ken’s presentation is fun, full of stories that are relatable to anyone who has ever originated a reverse mortgage, and encourages engagement with all who attend.

 

Wednesday, November 15

Time Description
8:00am

Registration desk open -- Sunset Court (2nd Floor)

The registration desk will be open from 8:00 am to 12:00 pm.

8:00am

Continental Breakfast

Continental breakfast will be served in the Regency Foyer from 8:00 am to 9:30 am

8:00am

THE BRIDGE networking lounge – Regency Foyer

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees.

Sponsored by

9:00am

HECM for Purchase Just Got Better: Keys to Success -- Grand Ballroom

FHA recently implemented regulatory changes that make the HECM for Purchase program more consumer-friendly. We’ll discuss these changes, address common underwriting questions, and invite two top producers to share how they have succeeded at creating successful referral networks with builders and Realtors.

Moderator: Mark Browning, HomeChex, Rochester, NY

Presenters:

  • Shari Anderson, Finance of America Reverse, Highlands Ranch, CO
  • Chris Bruser, Retirement Funding Solutions, Tampa, FL
  • Joe Conrad, Skyline Home Loans, Calabasas, CA
  • Kelly McCabe, Reverse Mortgage Funding LLC, Melville, NY

Approved for 1 CRMP Credit

10:15am

Beginning with the End: What Your Borrowers Need to Know After Origination -- Grand Ballroom

Members of NRMLA’s servicing committee explain what the final HECM rule will mean for your borrowers at the end of their loan, offer guidance for nonborrowing spouses, and share timely information for managing cases after the property suffers damage.

Presenters:

  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
  • Michael Kressin, Nationstar, Irving, TX
  • Ryan LaRose, Celink, Lansing, MI

Approved for 1 CRMP Credit

11:15am

What’s Next? FinTech -- Grand Ballroom

FinTech is disrupting the financial services industry at an extraordinary pace. Consumer interfaces, underwriting and processing technologies and regulatory compliance technologies are looming large, but how will the reverse mortgage’s traditionally high-touch sales and operations centers adapt? Join the conversation on what’s next.

Presenters:

  • Rick Bachman, Head of Compliance, Lending Home, San Francisco, CA
  • John Button, President & CEO, ReverseVision, San DIego, CA
  • Melissa Klimkiewicz, Partner, Buckley Sandler LLP, Washington, DC
  • Stephanie Schader, VP, Managing Consultant, The Collingwood Group, Washington, DC
12:00pm

Meeting Concludes

1:30pm

CRMP Ethics Workshop

Attendance at this workshop is mandatory for any person who is pursuing the Certified Reverse Mortgage Professional designation, as well as current designees who are in their third year and need to recertify. A $30 fee is charged. The workshop lasts from 1:30 pm to 3:30 pm.

Presenters:

  • Craig Barnes, CRMP, Reverse Mortgage Funding LLC, New Windsor, NY
  • James Brodsky, Weiner Brodsky Kider, PC, Washington, DC
  • Lorraine Geraci, Finance of America Reverse, Huntersville, NC

Approved for 2 CRMP credits

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

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 21, 2017
$695.00 $945.00
Early Registration
August 31, 2017
$775.00 $1,025.00
Regular Rate
November 12, 2017
$875.00 $1,150.00
Onsite Registration
November 15, 2017
$1,000.00 $1,275.00

Annual Meeting & Expo + 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 15, from 1:30 pm to 3:30 pm. 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.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 21, 2017
$725.00 $975.00
Early Registration
August 31, 2017
$805.00 $1,055.00
Regular Rate
November 12, 2017
$905.00 $1,180.00
Onsite Registration
November 15, 2017
$1,030.00 $1,305.00

Ethics Workshop Only

The registration fee covers:

  • Entry to the CRMP Ethics Workshop on Wednesday, November 15, from 1:30 pm to 3:30 pm. 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.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Regular Rate
November 15, 2017
$30.00 $30.00

Diamond Sponsors

Gold Sponsors

Silver Sponsors

Media Sponsors

Details

Start:
November 13 @ 9:00 am
End:
November 15 @ 12:00 pm

Venue

The Palace Hotel
2 New Montgomery Street
San Francisco, CA 94105
+ Google Map
Website:
http://www.sfpalace.com/