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2018 Eastern Regional Meeting

May 21 - May 22

 

UPDATE: Accessing Slides and Audio Recordings
Access to presentation slides and audio recordings is restricted to members only. To download this information, login to NRMLAonline.org with your personal username and password. Once you are logged in, scroll to the top of the conference page and look for the Documents tab located to the right of the Registration Fees tab.

 

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 6:30 pm.

8:00am

Continental Breakfast

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

8:00am

Exhibit Hours

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

9:00am

Working With Professionals Outside the Reverse Mortgage Industry

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

10:00am

Coffee Break

*All coffee breaks for this conference are sponsored by 

10:15am

HECM Mortgage-Backed Securities and Secondary Market Trends

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

11:15am

Proprietary Product Innovations and Opportunities

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
12:30pm

Lunch On Your Own

2:00pm

A Conversation with the CFPB Ombudsman

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.

2:30pm

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.

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
3:00pm

Coffee Break

*All coffee breaks for this conference are sponsored by 

3:15pm

Loan Originator Roundtable

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
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
7:30am

Registration Desk Open (Near Gotham Park Ballroom)

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

7:30am

Continental Breakfast

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

7:30am

Exhibit Hours

The exhibit area is located near the Gotham Park Ballroom.

7:30 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.

Approved for 1 CRMP Credit

9:30am

The Core Supports for Aging In Place: Medical and Financial Benefits for the Elderly and Disabled

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
·

10:30am

Coffee Break

*All coffee breaks for this conference are sponsored by 

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 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

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

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