8:00am |
Registration desk open
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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
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8:00am |
Light breakfast fare
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9:00am |
Opening Remarks
Peter Bell, President & CEO, National Reverse Mortgage Lenders Association, Washington, DC
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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)

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11:30am |
Break
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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
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12:30pm |
Lunch On Your Own
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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
- 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)

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3:30pm |
Break
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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)

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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
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5:00pm |
Networking Reception
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5:00pm |
NRMLA Executive Committee Meeting (Closed Session)
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