2017 Eastern Regional Meeting & Expo

8:00 am to 12:30 pm—OPEN
12:30 pm to 2:00 pm—CLOSED
2:00 pm to 6:30 pm—OPEN

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

What’s new? When do we start? And where do we go from here? 

Presenters:

• Jim Milano, Weiner, Brodsky, Kider, PC, Washington, DC
• Elly Johnson, United Northern Mortgage Bankers, Ltd., Levittown, NY
• Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
• Karin Hill, Senior Policy Advisor, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC

(Approved for 2 CRMP Credits)

Learn about the new partnership between NRMLA and LexisNexis to report on business practices and build consumer confidence.

Presenters:

• Nick Larson, Business Development Manager, LexisNexis Risk Solutions, Alpharetta, GA
• Jim Brodsky, Weiner Brodsky Kider, PC, Washington, DC
• Steve Irwin, Executive Vice President, National Reverse Mortgage Lenders Association, Washington, DC

An update on program results from key HUD staff

Presenters:

• Karin Hill, Senior Policy Advisor, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC
• Cheryl Walker, Director, Home Valuation Policy Division, Office of Single Family Program Development, U.S. Department of Housing and Urban Development, Washington, DC
• John Olmsted, Office of Housing Counseling, U.S. Department of Housing and Urban Development, Burlington, VT
• Phillip Caulfield, Policy Analyst, U.S. Department of Housing and Urban Development, Washington, DC
• Kasey Watson, National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK

(Approved for 1.5 CRMP Credits)

(Note: This session will be off the record and not for attribution.)
The Consumer Financial Protection Bureau published new regulations that reverse mortgage loan originators, servicers, master servicers and HMBS Issuers will want to understand. Representatives from the CFPB discuss these changes and how they will impact the industry, reverse mortgage borrowers and their heirs.

Hosted by Peter Bell, President and CEO, National Reverse Mortgage Lenders Association, Washington, DC

Presenters:

• Laurie Maggiano, Program Manager, Servicing and Secondary Markets, Consumer Financial Protection Bureau, Washington, DC
• Amy Quester, Senior Counsel, Office of Regulations, Consumer Financial Protection Bureau, Washington, DC

(Approved for 0.5 CRMP Credit)

What effect do economic shifts have on your clients?

Presenter: Jamie Hopkins, associate professor at The American College of Financial Services, Bryn Mawr, PA

8:00 am to 11:15 am—OPEN
11:15 am CLOSED

Costs may rise, but the benefits remain

Presenter:

• Craig Barnes, CRMP, Reverse Mortgage Funding LLC, Newburgh, NY
  

(Approved for 1 CRMP Credit)

Finding support when you need to go it alone

Moderator: Jenny Werwa, Director, Public Relations, National Reverse Mortgage Lenders Association, Washington, DC

Presenters:

• Linda K. Stone, Women’s Institute For a Secure Retirement, Washington, DC
• Lorraine Geraci, Finance of America Reverse, Huntersville, NC
• Al Tocman, MBA, CRPC®, Financial Advisor and Managing Director, Cornerstone Wealth Management, Tarrytown, NY

How to talk to your clients about the costs of health

Moderator: Sandra Timmermann, Fairfield, CT

Presenters:

• Marty Bell, Senior Vice President, Marketing and Communications, National Reverse Mortgage Lenders Association, Washington, DC
• Lynnel Herzer, Actors Fund, New York