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2017 Eastern Regional Meeting & Expo

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

 

 

 

 

 

 

Thank you to everyone who attended the Eastern Regional Meeting.

Members can download presentations and audio recordings from the Eastern Regional Meeting by following these instructions:

  • Login to NRMLAonline.org with your username and password.
  • Once you are logged in, access the conference agenda.
  • Click the down arrow next to the session whose slides you want to see.

If you have any problems viewing the presentations, please contact Darryl Hicks, at dhicks@dworbell.com.


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
  • 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)

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:

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

Diamond Sponsor

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/