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2018 Annual Meeting & Expo

October 28 @ 1:00 pm - October 30 @ 3:30 pm

The leading lenders, the most successful sales folks, the savviest marketers, the thought leaders in retirement funding will all gather in San Diego, October 28-30, for the year’s most exciting and important reverse mortgage event—NRMLA’s 2018 Annual Meeting & Expo.


You won’t want to miss this opportunity to hear about the emergence of proprietary reverse mortgages, the compliance requirements of digital advertising, the thinking process of retirement funding advisors, policy developments and visions of the future of the industry.


Plus, for potential new industry entrants, attend the Reverse Mortgage Intensive, the most comprehensive and compact introduction to a great business opportunity (To learn more, visit the
Registration Fee section.).


When you attend the Annual Meeting & Expo, you will have full access to all conference sessions (general sessions and breakouts), admission to the exhibit hall and opening reception, and all food and beverage activities. More importantly, you will meet people who have been originating reverse mortgages for many years and are often willing to share their thoughts and ideas when you ask them questions.


If you can’t attend the meeting yourself, make sure to send a colleague on your behalf! If you are not sending someone from your organization, then you’re really missing out on business meetings and educational sessions that can take your business to the next level.


Network with industry leaders. And come together to improve the reverse mortgage experience.


Registration Instructions
If you’ve never registered for a NRMLA conference, pleas
e download and review these registration instructions.


Sponsorship opportunities
Increase your company’s footprint in the reverse mortgage business by exhibiting or sponsoring at NRMLA’s Annual Meeting & Expo. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry. Download the sponsor materials/exhibitor form.


Booking Your Hotel Room

NRMLA’s room block at the Hilton San Diego Bayfront is sold out. If you need a room, please try the Hilton Gaslamp San Diego or the Hard Rock Hotel, which are both just a 10 minute walk away. 

 

 

 

 


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 September 15, 2018. A $150 cancellation fee will be applied to all cancellation requests received from September 16 through September 30, 2018. No refunds will be issued for cancellation requests received on or after October 1, 2018.

 

Paying By Check
If you pay by check, you must submit payment before the current registration deadline passes.
For example, if you register at the Pre-Sale Registration Rate and pay by check, payment must be received by July 31, 2018, or you will be charged the next highest registration rate (Early).

Please mail your check to

NRMLA
Attn: Accounting
1400 16th St., NW
Suite 420
Washington, DC 20036


Reverse Mortgage “Intensive” Offers New Training Opportunities

Have you recently hired new sales staff who need reverse mortgage training, or do you have friends in the forward mortgage business who are contemplating a move into reverse?

Join us in San Diego following NRMLA’s Annual Meeting for the first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information professionals need to participate in the reverse mortgage industry. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

Date: Tuesday, October 30
Time: 1-5 pm
Location: Hilton San Diego Bayfront Hotel
Advance Registration Fee: $35
On Site Registration Fee: $55

To register for the Reverse Mortgage Intensive, follow these registration instructions

We also have a special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & ExpoPlease contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

Show Full Agenda

Sunday, October 28

Time Description
8:30am

Board of Directors Meeting (Aqua Salon DEF)

NRMLA’s Board of Directors will meet from 8:30 am to 12:00 pm in Aqua Salon DEF. This will be closed meeting.

10:00am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 10 am to 6:30 pm in the Sapphire Northwest Foyer.

1:00pm

Grassroots Marketing (Location: Sapphire Ballroom)

Finance of America Reverse lead sales trainer Jim McMinn discusses strategies for generating reverse mortgage business from five different lead sources, including business to consumer; business to business; business to community; purchased lead sources; and social media.

2:00pm

Creating A Unique Brand & Identity (Location: Sapphire Ballroom)

What is branding? What brand is appropriate for you? Why is it an essential part of your marketing? What actions can you take to promote it? Sales and marketing professionals share ideas on brand building to help get you started.

Panelists:

  • Darius Aram, Vice President, Marketing, ARAMCO Mortgage, Carlsbad, CA
  • John Luddy, Vice President, Reverse Mortgage Lending, Norcom Mortgage, Avon, CT
  • Steven J. Sless, National Reverse Mortgage Director, US Mortgage Corporation, Columbia, MD
3:00pm

Break

3:15pm

Understanding FHA’s New Appraisal Guidelines (Location: Sapphire Ballroom)

Subject matter experts discuss FHA’s new appraisal policy changes in Mortgagee Letter 2018-06. and what they mean for you and your clients. Introductions by Scott Norman, Vice President of Field Retail & Government Relations, Finance of America Reverse LLC.

Panelists:

  • Jim Cory, CRMP, Senior Vice President, Live Well Financial, San Diego, CA
  • Elly Johnson, Chief Operating Officer, United Northern Mortgage Bankers, Ltd., Levittown, NY
  • Kendra Rasmussen, Director of Credit, American Advisors Group, Orange, CA

Approved for 1 CRMP Credit

4:00pm

Welcome Remarks (Location: Sapphire Ballroom

Welcome from Peter Bell, President & CEO, National Reverse Mortgage Lenders Association

4:15pm

Retirement Issues and Trends (Location: Sapphire Ballroom)

Nationally-renowned retirement expert Jamie Hopkins shares his perspectives on changes in the financial services world, the role of proprietary reverse mortgages, evolving broker/dealer policies, and moving the reverse mortgage industry forward.

5:00pm

Exhibit Hall Hours-Sapphire IJMN

The exhibit hall will be open from 5:00 pm to 6:30 pm in Sapphire IJMN.

5:00pm

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

5:00pm

Networking Reception

Use this opportunity to catch up with old friends and make new ones.

Monday, October 29

Time Description
7:00am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 7:00 am to 5:15 pm in the Sapphire Northwest Foyer.

7:30am

Exhibit Hall Hours-Sapphire IJMN

The exhibit hall will be open from 7:30 am to 5:00 pm but closed during general sessions in Sapphire IJMN.

7:30am

Continental Breakfast-Exhibit Hall

A continental breakfast will be served in the exhibit hall from 7:30 am to 9:00 am.

7:30am

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

8:30am

Everyone’s Home is Their Castle: Explaining Appraisals to Customers (Location: Sapphire Ballroom)

Subject matter experts address challenges facing appraisers and appraisal management companies in the current market; how to explain lower than expected home values to borrowers; the process for addressing value reconsiderations; and how the appraisal process is different with proprietary reverse mortgages.

Moderator: Sarah Cavanaugh, Senior Compliance Officer, Finance of America Reverse LLC, Maple Valley, WA 

Panelists:

  • David Bortolotto, VP, Chief Appraiser, Mortgage Information Services, Cleveland, OH
  • Mark Johnson, President, LRES, Orange, CA

Approved for 1 CRMP Credit

8:30am

Building a Reverse Mortgage Lead Machine (Location: Aqua Salon ABC)

Jim Berkowitz, a startup growth strategist and the founder of the digital marketing agency, LaunchHawk Marketing, LLC, will share his thoughts on best practices and technologies for building and nurturing a successful reverse mortgage lead funnel.

9:30am

Break

10:00am

New Product Options: The Emergence of Proprietary Reverse Mortgages and Alternative Loans (Location: Sapphire Ballroom)

Proprietary reverse mortgages and alternative loan products are making a huge comeback, and NRMLA has created the perfect forum for you to research which product(s) fit best into your business model.

Moderator: Peter Bell, NRMLA, Washington, DC

Panelists:

  • Jarred Kessler, Chief Executive Officer, Easyknock, Inc., New York, NY
  • Chris Mayer, Co-Founder and Chief Executive Officer, Longbridge Financial, Mahwah, NJ
  • David Peskin, President, Reverse Mortgage Funding LLC, Melville, NY
  • Jonathan Scarpati, Vice President, Wholesale, Finance of America Reverse, Tulsa, OK
11:00am

Break

11:15am

State of the U.S. Economy and Housing Market (Location: Sapphire Ballroom)

Dr. Edward Seiler provides an in-depth analysis of current macro-economic and housing trends. The discussion will focus on how these trends impact the market and offer you critical insights as you develop your business strategy for 2019.

Approved for 1 CRMP Credit

12:00pm

Networking Lunch-Exhibit Hall

Lunch will be served buffet-style in NRMLA’s exhibit hall Sapphire IJNM

12:00pm

CRMP Luncheon (Location: Sapphire 400, near registration desk)

By invitation only. Our special guest speaker will be Jessica Guerin, former editor-in-chief of Reverse Review Magazine and currently an editor covering the reverse mortgage beat at HousingWire.

1:30pm

The Reverse Mortgage Business Legal Environment—Looking Back and Forward. A Conversation with the Two Jims (Location: Sapphire Ballroom)

Eavesdrop on (and be a part of) the conversation between the two principal legal advisors to the reverse mortgage industry—Jim Brodsky and Jim Milano of Weiner Brodsky Kider PC in Washington DC—when they look back to the eve of the financial meltdown in 2008 and the ensuing years and then forward as the reverse mortgage industry and its loan officers widen their product array and broaden their distribution channels to better and more effectively serve more seniors in a changing legal environment.

Approved for 1 CRMP Credit

2:30pm

Break

2:45pm

HECM Update With Key FHA Staff (Location Sapphire Ballroom)

FHA’s key HECM personnel will summarize important program changes made in 2018, provide program performance statistics and discuss future priorities.

Panelists:

  • Gisele Roget, Deputy Assistant Secretary, Single-Family Housing, Department of Housing and Urban Development, Washington, DC
  • John Olmstead, Housing Program Specialist, Office of Housing Counseling, U.S.
    Department of Housing and Urban Development, Burlington, VT
  • Cheryl Walker, Director, Home Valuation Policy Division, Office of Single Family Program Development, U.S. Department of Housing and Urban Development, Washington, DC
  • Kasey Watson, Program Director, Servicing Branch, National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK

Approved for 1 CRMP Credit

4:00pm

Break

4:15pm

Reverse Mortgage Jeopardy (Location: Aqua Salon ABC)

Industry trainers lead a friendly trivia competition to test your knowledge of HECM regulations.

Facilitators:

  • Craig Barnes, CRMP, National Training Leader, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Lorraine Geraci, Vice President, Learning and Development, Finance of America Reverse, Dumont, NJ
4:15pm

Counseling Update (Location: Sapphire Ballroom)

HECM counselors share their experiences educating clients about reverse mortgages and offer insights on how the reverse mortgage industry can improve the upfront education process and offer ongoing support post-closing.

Moderator: Melinda Hipp, Branch Manager, Open Mortgage, San Antonio, TX

Panelists:

  • Jennifer Cosentini, Housing Director, Cambridge Credit Counseling, Agawam, MA
  • Mohan Lalwani, ReverseMortgageHelper.org, West Palm Beach, FL
  • Melinda Opperman, Executive Vice President, Springboard Nonprofit d/b/a credit.org, Riverside, CA

Approved for 1 CRMP Credit

Tuesday, October 30

Time Description
7:30am

Registration Hours-Sapphire Northwest Foyer

The registration desk will be open from 7:30 am to 4:00 pm in the Sapphire Northwest Foyer.

7:30am

Exhibit Hall Hours

The exhibit hall will be open from 7:30 am to 11:00 am but closed during general sessions in Sapphire IJMN.

7:30am

Continental Breakfast-Exhibit Hall

A continental breakfast will be served in the exhibit hall from 7:30 am to 9:30 am.

7:30am

THE BRIDGE networking lounge

Meet at The Bridge, NRMLA’s networking lounge, to power up your devices and connect with fellow attendees. 

Sponsored by  

 

8:15am

Digital Marketing Compliance Roundtable (Location: Aqua Salon ABC)

Industry experts examine compliance issues related to generating reverse mortgage leads using digital marketing techniques and review digital ad examples and discuss compliance concerns related to Pay-Per-Click and Facebook Ads, Landing Pages and Email Marketing in light of State advertising scrutiny.

Presenters:

  • Jim Berkowitz, Founder, Lead Growth Consultant Launch Hawk Marketing, LLC, Telluride, CO
  • Melissa Klimkiewicz, Partner, Buckley Sandler LLP, Washington, DC
  • Soroush Shahin, Associate, Weiner Brodsky Kider PC, Washington, DC

Approved for 1 CRMP Credit

8:15am

HECM Servicing Policies and Updates (Location: Aqua Salon DEF)

Servicing is a critical, yet misunderstood, part of the reverse mortgage process. Use this opportunity to better understand servicing policies and timelines, so that you can better inform your clients and their families.

Presenters:

  • Gail Balettie, Senior Vice President, Celink, Austin, TX
  • Leslie Flynn, Senior Vice President, Reverse Mortgage Solutions, Inc., Houston, TX
  • Michael Kressin, Vice President, Champion Mortgage, Irving, TX

Approved for 1 CRMP Credit

9:15am

Break

9:30am

Keynote Address: The Honorable Brian Montgomery, Assistant Secretary for Housing/Federal Housing Commissioner

NRMLA is pleased to announce that The Honorable Brian Montgomery, Assistant Secretary for Housing/Federal Housing Commissioner will be the keynote speaker at this year’s Annual Meeting & Expo.

Commissioner Montgomery will deliver his remarks at a general session on Tuesday, October 30, at 9:30 am. Plan your meeting and travel schedules accordingly.

Don’t miss this opportunity to hear the nation’s top housing official discuss the Department’s policy priorities and the state of the HECM program.

10:30am

Working for You: An Association Update (Location: Sapphire Ballroom)

NRMLA members must ratify the Nominating Committee Report and formally elect a new Board of Directors for the 2019 term. NRMLA executives will share updates on the association’s advocacy efforts.

Panelists:

  • Steve Irwin, EVP, NRMLA, Washington, DC
  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Steve Irwin, Executive Vice President, NRMLA, Washington, DC
  • Reza Jahangiri, CEO, American Advisors Group, Orange, CA
11:00am

Break

11:15am

Reverse Mortgage Litigation Trends (Location: Aqua Salon ABC)

Subject matter experts provide an update on important court decisions handed down this year and what may be coming in 2019.

Moderator: Jay Wright, Partner, Bradley Arant Boult Cummings LLP, Birmingham, AL

Panelists:

  • Fredrick S. Levin, Partner, Buckley Sandler LLP, Los Angeles, CA
  • Joel Schiffman, Counsel, Weiner Brodsky Kider, PC, Washington, DC

Approved for 1 CRMP Credit

11:15am

Working With Realtors to Build Your HECM For Purchase Business (Location: Aqua Salon DEF)

Our panel of southern California Realtors and loan originators will talk about how they developed business relationships to promote HECM for Purchase, maintain those relationships, and avoid problems that can delay a HECM for Purchase transaction.

Moderator: Christina Harmes, CRMP, Assistant Manager, C2 Financial, San Diego, CA
Panelists:

  • Bryan Devore, Pacific Sotheby’s International Realty, Carlsbad, CA
  • Steve Roscoe, Paul Kott Realtors, Inc., Anaheim, CA
  • Eileen Saldivar, Saldivar Team Realtors, Hemet, CA
  • Ellen Skaggs, CRMP, Reverse Mortgage Sales Manager, New American Funding, Tustin, CA

Approved for 1 CRMP Credit

12:15pm

Main conference concludes

The Annual Meeting concludes at 12:15 pm, however, there will be special workshops held during the afternoon.

1:00pm

SPECIAL WORKSHOPS

1:00pm

Reverse Mortgage Intensive: A Workshop for Those Interested In Entering the Reverse Mortgage Industry (Location: Aqua Salon DEF)

NRMLA is proud to announce our first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information you will need to participate in the reverse mortgage loan industry presented by top industry experts. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

Date: October 30, 2018
Time: 1:00 p.m. to 5:00 p.m.
Refreshments will be served.

Advance Registration fee: $35
On Site Registration fee: $55

Panelists:

  • Dan Hultquist, Vice President, Learning and Educational Development, Live Well Financial, Canton, GA
  • Loren Riddick, Senior Executive Vice President, New South Mortgage, Alcoa, TN
  • Jud Lyman, Training Manager, Liberty Home Equity Solutions, Rancho Cordova, CA

Special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & ExpoPlease contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

1:30pm

Ethics Workshop (Location: Aqua Salon ABC

All candidates pursuing the Certified Reverse Mortgage Professional (CRMP) designation, as well as existing designees who must recertify every three years, need to attend this workshop. Registration is $35.

Time: 1:30 p.m. to 3:30 p.m.

Presenters:

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

Approved for 2 CRMP Credits

Last modified:

Annual Meeting & Expo Only

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 31, 2018
$695.00 $945.00
Early Registration
September 17, 2018
$775.00 $1,025.00
Regular Rate
October 27, 2018
$875.00 $1,150.00
Onsite Registration
October 30, 2018
$1,000.00 $1,275.00

Annual Meeting + Ethics Workshop

The registration fee covers:

  • Access to all conference sessions
  • Access to the exhibit hall
  • Access to the Opening Reception
  • All food and beverage activities
  • Entry to the CRMP Ethics Workshop on Tuesday, October 30, from 1:30 pm to 3:30 pm. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Pre-Sale
July 31, 2018
$725.00 $975.00
Early Registration
September 17, 2018
$805.00 $1,055.00
Regular Rate
October 27, 2018
$905.00 $1,180.00
Onsite Registration
October 30, 2018
$1,030.00 $1,305.00

Reverse Mortgage Intensive: A Workshop for Those Interested In Entering the Reverse Mortgage Industry

NRMLA is proud to announce our first Reverse Mortgage Intensive, a four-hour jumpstart on the essential information you need to participate in the reverse mortgage loan industry presented by top industry experts. For anyone with any interest in possibly offering reverse mortgages, this is the most valuable, comprehensive one-afternoon training session available.

Date: October 30, 2018
Time: 1:00 p.m. to 5:00 p.m.
Refreshments will be served.

Special offer available to non-NRMLA members attending the Reverse Mortgage Intensive who would also like to attend NRMLA’s Annual Meeting & ExpoPlease contact Jeehan Faiz at 202-939-1773 or jfaiz@dworbell.com for details.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Regular Rate
October 29, 2018
$35.00 $35.00
Onsite Registration
October 30, 2018
$55.00 $55.00

CRMP Ethics Workshop Only

The registration fee covers:

  • Entry to the CRMP Ethics Workshop on Tuesday, October 30, from 1:30 pm to 3:30 pm. All candidates pursuing the Certified Reverse Mortgage Professional designation, as well as existing designees who must recertify every three years, need to attend this workshop.

If you are not familiar with the process to register for a NRMLA conference, please download and review these instructions.

Cutoff Date NRMLA Member Non-Member
Regular Rate
October 30, 2018
$30.00 $30.00

Diamond Sponsors

Gold Sponsors

Silver Sponsors

Silver Exhibitor

Media Partners

Details

Start:
October 28 @ 1:00 pm
End:
October 30 @ 3:30 pm

Venue

Hilton San Diego Bayfront
1 Park Boulevard
San Diego, CA 92101
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