2018 Eastern Regional Meeting

The registration desk will be open from 8:00 am to 6:30 pm.

A continental breakfast will be served from 8:00 am to 9:00 am.

The exhibit area is located near the Gotham Park Ballroom.

8:00 am to 12:30 pm – OPEN
12:30 pm to 1:45 pm – CLOSED
1:45 pm to 6:30 pm – OPEN

When building business relationships with financial planners, healthcare professionals, elder law attorneys and other professionals, there are certain laws and best practices that must be followed. Panelists will discuss the rules of outreach and engagement with other industries serving older homeowners.

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

Approved for 1 CRMP Credit

*All coffee breaks for this conference are sponsored by 

Investors that purchase HECM Mortgage-Backed Securities provide vital liquidity that sustains the reverse mortgage marketplace and enables companies to keep making loans. Subject matter experts from the secondary market side of the business will share insights on issues and 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

Approved for 1 CRMP Credit

Non-FHA proprietary reverse mortgage products are making a comeback. Industry executives will discuss what’s available now, what’s on the horizon, and how these products can help consumers who are not being served by the HECM.

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 LLC, Tulsa, OK

This session will introduce the CFPB Ombudsman’s Office, which is an independent, impartial, and confidential resource that assists in resolving process issues with the Bureau. Wendy Kamenshine, the CFPB’s Ombudsman, looks forward to sharing about how her office can assist you as well as describing some of her office’s latest work. Bring your insights to further inform the Ombudsman’s work as her office provides feedback and recommendations to the CFPB.

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

Presenters:

• Joe DeMarkey, NRMLA Co-Chair
  Strategic Business Development Leader, Reverse Mortgage Funding LLC, Bloomfield, NJ
• Michael Kent, NRMLA Secretary
  President, Liberty Home Equity Solutions, Rancho Cordova, CA
• Peter Bell, President and CEO, National Reverse Mortgage Lenders Association, Washington, DC
• Steve Irwin, Executive Vice President, National Reverse Mortgage Lenders Association, Washington, DC
• Jenny Werwa, Director, Public Relations, National Reverse Mortgage Lenders Association, Washington, DC

*All coffee breaks for this conference are sponsored by 

Our panel of veteran loan originators will share their experiences selling reverse mortgages in today’s market, and engage audience members in a free-flowing sales discussion.

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

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

The registration desk will be open from 7:30 am to 12:45 pm.

A continental breakfast will be served from 7:30 am to 9:00 am.

The exhibit area is located near the Gotham Park Ballroom.

7:30 am to 11:00 am – OPEN

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.

Approved for 1 CRMP Credit

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

Approved for 1 CRMP Credit
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*All coffee breaks for this conference are sponsored by 

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

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

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

Presenters:

• Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
• Ryan LaRose, Celink, Lansing, MI

Approved for 1 CRMP Credit