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2018 Eastern Regional Meeting

May 21 - May 22

NRMLA’s 2018 Eastern Regional Meeting, The Business of Reverse: From Markets to Marketing features an exciting lineup of subject matter experts that includes:

  • Mike McCully of New View Advisors; David Peskin of Reverse Mortgage Funding LLC; Reza Jahangiri of American Advisors Group; Chris Mayer of Longbridge Financial; and Jonathan Scarpati of Finance of America Reverse, who will discuss proprietary product innovations and opportunities;
  • Jim Milano, an attorney with the Washington, DC firm of Wiener Brodsky Kider PC and co-general counsel for NRMLA, and Shelley Giordano, founder of the Funding Longevity Task Force, who will discuss working with professionals outside of the reverse mortgage industry
  • Joe Kelly of New View Advisors; John Kozak of Ginnie Mae; Michelle Williamson of Nomura Securities; and Vanessa Warren of Brean Capital, who will discuss HMBS securities and secondary market trends;
  • Veteran loan originators Mike Gruley, CRMP, of 1st Nations Reverse Mortgage; Randy Davis, CRMP, of Dollar Bank; Chris Downey of Harbor Mortgage Solutions; John Luddy of Norcom Mortgage; and Ellen Skaggs, CRMP, of New American Funding, who will share their experiences selling reverse mortgages in today’s market, and engage audience members to talk about their experiences as well, so that a free-flowing sales discussion takes place.
  • Licensed social worker Kelli Vasquez, who serves as executive director and chief population health officer with Square Care MSO, LLC, who will explain federal and private sector resources that help support aging in place and paying for caregiving;
  • Attorney Robert M. Freedman of Schiff Hardin LLP, who will present on legal planning for aging in place
  • Craig Barnes, CRMP, of Reverse Mortgage Funding LLC, who will talk about selling HECM as a solution
  • Leslie Flynne of Reverse Mortgage Solutions and Ryan LaRose of Celink, who will provide helpful guidance on repair issues;
  • Representatives from the CFPB’s Ombudsman’s Office; and more. 

 

Registration Instructions
If you are not familiar with how to register for a NRMLA conference, please download the registration instructions. 


Book your hotel room

Our hotel room block at the InterContental has expired. It may still be possible to reserve a room, though the rate may be higher. Call the hotel directly at 212-803-4500 for more information, or if you need assistance, email Sarah Aaronson at sarah@irmevents.com.

 

 

 

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


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 Early Registration Rate and pay by check, payment must be received by April 16 or you will be charged the next highest registration rate (Regular).

Please mail your check to

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


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 April 23, 2018. A $150 cancellation fee will be applied to all cancellation requests received from April 24, 2018 through April 30, 2018. No refunds will be issued for cancellation requests received on or after May 1, 2018.

Show Full Agenda

Monday, May 21

Time Description
8:00am

Registration Desk Open (Near Gotham Park Ballroom)

The registration desk will be open from 8:00 am to 6:45 pm.

8:00am

Continental Breakfast

A continental breakfast will be served from 8 am to 9 am.

8:00am

Exhibit Hours

The exhibit area is located near the Gotham Park Ballroom.

8 am to 12:30 pm – OPEN
12:30 pm to 2:00 pm – CLOSED
2:00 pm to 6:45 pm – OPEN

9:00am

Working With Professionals Outside the Reverse Mortgage Industry

Moderator: Jim Brodsky, Weiner Brodsky Kider, PC, Washington, DC

Presenter:

  • Shelley Giordano, Funding Longevity Task Force, Washington, DC
  • Jim Milano, Weiner Brodsky Kider, PC, Washington, DC
10:00am

Break

10:15am

HMBS Securities and Secondary Market Trends

Moderator: Joe Kelly, New View Advisors, New York, NY

Presenters:

  • John Kozak, Ginnie Mae, Washington, DC
  • Vanessa Warren, Brean Capital, New York, NY
  • Michelle Williamson, Nomura Securities, New York, NY

 

11:15am

Proprietary Product Innovations and Opportunities

Moderator: Mike McCully, New View Advisors, New York, NY

Presenters:

  • Reza Jahangiri, American Advisors Group, Orange, CA
  • Chris Mayer, Longbridge Financial, Mahwah, NJ
  • David Peskin, Reverse Mortgage Funding LLC, Melville, NY
  • Jonathan Scarpati, Finance of America Reverse, Tulsa, OK
12:30pm

Lunch

2:00pm

Representatives from CFPB's Ombudman's Office

2:30am

Working For You: An Association Update

NRMLA’s leadership will update the membership on the association’s work for, and on behalf of, the industry.

3:00pm

Break

3:15pm

Loan Originator Roundtable

Our panel of veteran loan originators will share their experiences selling reverse mortgages in today’s market, and will engage audience members to talk about their experiences as well, so that a free-flowing sales discussion takes place.

Moderator: Mike Gruley, CRMP, 1st Nations Reverse Mortgage, Ann Arbor, MI

Participants:

  • Randy Davis, CRMP, Dollar Bank, Bethel Park, PA
  • Chris Downey, Harbor Mortgage Solutions, Braintree, MA
  • John Luddy, Norcom Mortgage, Avon, CT
  • Ellen Skaggs, CRMP, New American Funding, Tustin, CA
5:00pm

Cocktail Reception

Make new friends and catch up with existing ones at the opening cocktail reception sponsored by

Tuesday, May 22

Time Description
8:00am

Registration Desk Open (Near Gotham Park Ballroom)

The registration desk will be open from 8:00 am to 12:45 pm.

8:00am

Continental Breakfast

A continental breakfast will be served from 8 am to 9 am.

8:00am

Exhibit Hours

The exhibit area is located near the Gotham Park Ballroom.

8 am to 11:00 am – OPEN

8:30am

Selling HECM as a Solution

With the recent changes to principal limit factors, mortgage insurance premiums and rising interest rates, it’s important to remember that HECMs provide sustainable solutions for many older homeowners potential borrowers. Reverse Mortgage Funding’s head trainer Craig Barnes, CRMP, will discuss HECM utilization strategies, such as paying off debt, buying a home, paying off a HELOC and more.

9:30am

Paying for Caregiving

Licensed social worker Kelli Vasquez, who serves as executive director and chief population health officer with Square Care MSO, LLC, will explain federal and private sector resources that help support aging in place and paying for caregiving·

10:30am

Break

10:45am

Legal Planning for Aging in Place

Attorney Robert M. Freedman of Schiff Hardin LLP will present on legal planning for aging in place·

11:45am

Servicing for Loan Officers

Two of the industry’s top servicing experts will provide helpful guidance on repair issues.

Moderator: James Wright, Jr., Bradley Arant Boult Cummings LLP, Birmingham, AL

Presenters:

  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
  • Ryan LaRose, Celink, Lansing, MI
12:45pm

Meeting Concludes

Last modified:

Eastern Regional Meeting Registration Rates

Cutoff Date NRMLA Member Non-Member
Early Registration
April 16, 2018
$555.00 $700.00
Regular Rate
May 20, 2018
$655.00 $800.00
Onsite Registration
May 22, 2018
$755.00 $900.00
Register Now

Diamond Sponsor

Silver Sponsor

Bronze Sponsors

Media Partners

Details

Start:
May 21
End:
May 22

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/