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2017 Western Regional Meeting

May 16 @ 9:00 am - May 17 @ 12:00 pm

 

 

 

 

 

 

Downloading Presentations and Audio Recordings
Members can view session slides and listen to audio recordings from the Western Regional Meeting. Instructions:

1) Login to NRMLAonline.org with your username and password.
2) Once you are logged in, access the conference agenda.
3) 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

Tuesday, May 16

Time Description
8:00am

Registration Desk Open

8:00am

Exhibition Hours

8:00 am to 12:15 pm—OPEN
12:15 pm to 1:30 pm—CLOSED
1:30 pm to 5:00 pm—OPEN

8:00am

Continental Breakfast

9:00am

Welcome Remarks

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

9:15am

Housing Market Conditions and Generational Trends

California-based economist Jordan Levine provides a general macro-economic update on the real estate market, focusing on real estate trends in the western states and on generational trends among boomers and older homeowners.

Presenter: Jordan Levine, California Association of REALTORS®, Los Angeles, CA

10:00am

Break

10:15am

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

(Approved for 2 CRMP Credits)

 

12:15pm

Buffet Lunch in California Courtyard

1:30pm

How's HECM Doing?

Presenters:

  • Karin Hill, Senior Policy Advisor, Office of the Deputy Assistant Secretary for Single
    Family Housing, U.S. Department of Housing and Urban Development, Washington, DC
  • Cheryl Walker, Director, Home Valuation Policy Division, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC
  • Phil Caulfield, Housing Program Policy Specialist, Home Mortgage Insurance Division, U.S. Department of Housing and Urban Development, Washington, DC
  • Kym Torres, Housing Program Specialist, Office of Housing Counseling, U.S. Department of Housing and Urban Development, Santa Ana, CA

(Approved for 1 CRMP Credit)

3:00pm

Break

3:15pm

Technology That Supports Caregiving

Older adults and their caregivers can benefit from recent innovations in healthcare technologies. Don’t miss this opportunity to hear from two experts in this emerging and exciting field.

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

Presenters:

  • Steve Barlam. LivHome, Irvine, CA
  • Ellen Stenson Young, Irvine Health Foundation, Irvine, CA
4:00pm

How to Use Aging in Place to Build Your Business

NRMLA members who also join National Aging in Place chapters in their hometowns learn about the needs of older adults from colleagues in other professions that serve them. It’s not just about referrals; it’s about understanding potential clients better.

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

Presenters:

  • Scott Norman, Finance of America Reverse, Austin, TX
  • Scott Harmes, CRMP, C2 Financial Corporation, Valley Center, CA
  • Ellen Skaggs, CRMP, New American Funding, Tustin, CA
5:00pm

Networking Reception in Lighthouse Courtyard

Sponsored by

Wednesday, May 17

Time Description
8:00am

Registration Desk Open

8:00am

Exhibition Hours

8:00am

Continental Breakfast

9:00am

NRMLA In Action: Advocacy, Media and Collaboration

Gain a better understanding of what NRMLA does on your behalf on a daily basis. NRMLA staff will provide updates on Reverse Mortgage Education Week, consumer education projects, and other national PR efforts, committee activities and government relations.

Presenters:

  • Peter Bell, National Reverse Mortgage Lenders Association, Washington, DC
  • Jenny Werwa, Director, Public Relations, National Reverse Mortgage Lenders Association, Washington, DC
  • Steve Irwin, Executive Vice President, National Reverse Mortgage Lenders Association, Washington, DC
9:45am

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)

10:45am

Break

11:00am

Helping Families Remain In Their Homes

The HOPE NOW Alliance, in partnership with ClearPoint Credit Counseling Solutions, will conduct five reverse mortgage assistance events in California in 2017 to help struggling HECM borrowers. HOPE NOW’s Executive Director will share consumer feedback from the first two events and discuss future initiatives.

Presenter:

  • Eric Selk, Executive Director, HOPE NOW, Washington, DC
11:30am

Silver Divorce: Home Equity Strategies for Separating Spouses

The rate of divorce among couples 50 and older has roughly doubled since the 90’s. Older divorcing couples face unique financial challenges as they consider the division of marital assets and property, and they must pay particularly close attention to the impact a divorce will have on the retirement security of both spouses.

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

Presenters:

  • Jennifer Jank, Dowling & Yahnke, San Diego, CA
  • Renee Konstantine, C2 Financial Corporation, La Mesa, CA
  • Anneta Pope, Premier Reverse Closings, Atlanta, GA
12:15pm

Meeting Adjourns

1:30pm

Special Session: NRMLA's Code of Ethics and Its Impact on Your Daily Routine

(Separate $30 registration required. The Ethics Workshop is a requirement for any person who is pursuing the Certified Reverse Mortgage Professional designation, as well as current designees who need to recertify. The Ethics Workshop will also be offered at the Annual Meeting & Expo, November 13-15, in San Francisco.)

Location: The Fountain Room

Presenters:

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

(Approved for 2 CRMP Credits)

Last modified:

Western Regional Meeting Only

Cutoff Date NRMLA Member Non-Member
Early Registration
April 1, 2017
$555.00 $700.00
Regular Rate
May 15, 2017
$655.00 $800.00
Onsite Registration
May 17, 2017
$755.00 $900.00

Western Regional Meeting + CRMP Ethics Workshop

Cutoff Date NRMLA Member Non-Member
Early Registration
April 1, 2017
$585.00 $730.00
Regular Rate
May 15, 2017
$685.00 $830.00
Onsite Registration
May 17, 2017
$785.00 $930.00

CRMP Ethics Workshop Only

Cutoff Date NRMLA Member Non-Member
Regular Rate
May 17, 2017
$30.00 $30.00

Diamond Sponsor

Silver Sponsor

Bronze Sponsors

Bronze Exhibitor

Details

Start:
May 16 @ 9:00 am
End:
May 17 @ 12:00 pm

Venue

Hyatt Regency Huntington Beach Resort and Spa
21500 Pacific Coast Hwy
Huntington Beach, CA 92648 United States
+ Google Map
Phone:
(714) 698-1234
Website:
http://huntingtonbeach.hyatt.com/