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2017 Eastern Regional Meeting & Expo

April 3 @ 9:00 am - April 4 @ 12:00 pm

 

 

 

 

 

 

We’ve just posted the preliminary agenda for NRMLA’s Eastern Regional, and it covers a lot of ground in just 1.5 days, from marketing and compliance to servicing, FHA policy updates, personal finance and women and retirement security – much of it focused on how you can improve business in a time of change.

Highlights include:

  • Understanding FHA’s Revised HECM Rules, a two-hour comprehensive review of FHA’s HECM final rule;
  • Meet Midex, a session that introduces a new arrangement between NRMLA and LexisNexis to report on business practices and build consumer confidence;
  • State of Personal Finance: Financial Regulatory Changes to Watch in 2017, featuring one of America’s most respected retirement experts, Jamie Hopkins of the American College of Financial Services; and
  • Paying for Care, a session moderated by nationally-recognized gerontologist Sandy Timmermann on how to talk to your clients about the costs of health.

Use this opportunity to earn continuing education credits toward the Certified Reverse Mortgage Professional (CRMP) designation, network with other reverse mortgage professionals, and schedule meetings with your vendors and wholesale representatives.


Registration Instructions

If this is your first NRMLA conference, please download the registration instructions. When you go to register, you will be prompted for a username and password. If you don’t have a username and password, you can create one, or you can email Darryl Hicks, at dhicks@dworbell.com, and he can supply that information. 


Book Your Hotel Room

The hotel room reservation deadline has passed. If you still need a room, please email Sarah Aaronson at 209-549-1530 or email sarah@irmevents.comPlease note: Attendees must register for the conference within two weeks of making a hotel reservation or the reservation will be automatically canceled.


Hotel Information

Arrival by subway, please note that the closest station stop is 42nd Street/Port Authority by means of the A, C, and E lines. Then the hotel is adjacent to the 44th Street exit.

Parking – Hotel Valet Parking is $65.00 plus taxes per 24 hours. Self-parking is $39.00 plus taxes for up to 24 hours. There are no in and out privileges for parking.

If you drive to the meeting, take a look at these websites for parking discounts: NYCParking.comParkFast.com; or ParkWhiz.com

Attendees who book a room under NRMLA’s group room block will receive:

  • Complimentary internet service in their guest room; and 
  • Complimentary Fitness Center access

Departure – InterContinental New York Times Square standard checkout time is 11:00 am.


Be a Sponsor

Be part of the Eastern Regional Meeting & Expo! 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.


Paying By Check
Payment must be received prior to the next registration cut-off date. For example, if you register on February 6, NRMLA must receive payment on or before February 26, the deadline for Early Registration, or you will be billed for the next highest registration rate.


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 March 10, 2017. A $150 cancellation fee will be applied to all cancellation requests received from March 11, 2017 through March 24, 2017. No refunds will be issued for cancellation requests received after March 24, 2017.

Show Full Agenda

Monday, April 3

Time Description
8:00am

Registration desk open

8:00am

Exhibit hall hours

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

8:00am

Light breakfast fare

9:00am

Opening Remarks

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

9:30am

Understanding FHA’s Revised HECM Rules

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)

11:30am

Break

11:45am

Meet Midex

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
12:30pm

Lunch On Your Own

2:00pm

How’s HECM Doing?

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
  • 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)

3:30pm

Break

3:45pm

On the Horizon: CFPB’s New Servicing Rules

(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)

4:15pm

State of Personal Finance: Financial Regulatory Changes to Watch in 2017

What effect do economic shifts have on your clients?

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

5:00pm

Networking Reception

5:00pm

NRMLA Executive Committee Meeting (Closed Session)

Tuesday, April 4

Time Description
8:00am

Registration desk open

8:00am

Exhibit hall hours

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

8:00am

Light breakfast fare

9:00am

Selling in a Rising Interest Rate Environment

Costs may rise, but the benefits remain

Presenter:

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

(Approved for 1 CRMP Credit)

10:00am

Women and Retirement Security

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
10:45am

Break

11:00am

Paying for Care

How to talk to your clients about the costs of health

Moderator: Sandra Timmermann, Fairfield, CT

Presenters:

  • Melissa Favaloro, LMSW, AgeWell New York, New Hyde Park, NY
  • Lynnel Herzer, Actors Fund, New York
12:00pm

Meeting Concludes

1:15pm

NRMLA Board of Directors Meeting (Closed Session)

Wednesday, April 5

Time Description
8:30am

NRMLA Board of Directors Meeting (Closed Session)

Last modified:

Cutoff Date NRMLA Member Non-Member
Early Registration
February 26, 2017
$555.00 $700.00
Regular Rate
April 2, 2017
$655.00 $800.00
Onsite Registration
April 4, 2017
$755.00 $900.00
Register Now

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Silver Sponsor

Bronze Sponsors

Details

Start:
April 3 @ 9:00 am
End:
April 4 @ 12:00 pm

Venue

Intercontinental New York Times Square
300 West 44th St
New York City, NY 10036 United States
+ Google Map
Phone:
1-877-331-5888
Website:
http://www.interconny.com/