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2018 Western Regional Meeting

March 19 - March 20

Join us for NRMLA’s Western Regional Meeting as we invite the industry’s top subject matter experts to share their insights and guidance on critical issues impacting today’s reverse mortgage marketplace.

Reverse mortgage professionals attend NRMLA’s Western Regional Meeting year after year because we offer the content you need to succeed.

NRMLA West offers an intimate forum for business owners, loan originators, counselors, servicers and other critical staff to network, discuss timely issues that are impacting their businesses and to get industry advice from subject matter experts.

Please note: The start and end times for the ethics workshop on March 20 have changed from 2:00 pm to 4:00 pm. This workshop is mandatory for individuals who are pursuing the Certified Reverse Mortgage Professional (CRMP) designation and for existing designees who are in their third year and need to recertify.

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. 


Booking Your Hotel Room

Our hotel room block at the Paséa Hotel & Spa has expired. It may still be possible to reserve a room, though the rate may be higher compared to the original $249/night rate. Call the hotel directly at 714-698-6100 to get more information.   

If you need hel making a reservation, please contact Jeehan Faiz, at JFaiz@dworbell.com.

When making your reservation please make sure to mention you are attending the National Reverse Mortgage Lenders Association conference. Attendees must also register for the conference within two weeks of making a hotel reservation or the reservation will be automatically canceled.


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


Exhibitor/Sponsor Brochure
If you want to increase your company’s footprint in the reverse mortgage business, consider exhibiting or sponsoring at NRMLA’s Western 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 February 4 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 February 16, 2018. A $150 cancellation fee will be applied to all cancellation requests received from February 17, 2018 through March 2, 2018. No refunds will be issued for cancellation requests received on or after March 3, 2018.

Show Full Agenda

Monday, March 19

Time Description
8:00am

Registration Desk Open (located near the Sapphire Ballroom)

The registration desk will be open from 8:00 am to 5:00 pm

8:00am

Continental Breakfast (located near the Sapphire Ballroom)

Continental breakfast will be served from 8:00 am to 9:00 am in the exhibit area.

8:00am

Exhibition Hours

The exhibit area is located near the Sapphire Ballroom

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

 

9:00am

Selling HECM As a Solution (Note: All sessions will be held in the Sapphire Ballroom)

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, discusses HECM utilization strategies, such as paying off debt, buying a home, paying off a HELOC and more.

Approved for 1 CRMP Credit

10:00am

Break

10:15am

Succeeding In Today’s Market

Senior executives from three of the industry’s top companies share strategies for increasing market penetration and sales.

Moderator: Cheryl McGrath, American Advisors Group, Orange, CA
Presenters:

  • Don Giorgio, United Northern Mortgage Bankers Ltd., Levittown, NY
  • Scott Harmes, CRMP, C2 Financial, San Diego, CA
  • John Luddy, Norcom Mortgage, Avon, CT
11:15am

Working For You: An Association Update

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

12:00pm

Lunch (Ocean Lawn)

1:30pm

HECMs in Sun City: Free Assumability in PUDs and HOAs

Legal and compliance experts discuss the issues and challenges lending in planned unit developments and homeowners associations that utilize contractual clauses which may impede the free assumability of reverse mortgages.

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

  • Candra Adams, Liberty Home Equity Solutions, Rancho Cordova, CA
  • Britany Luth, Finance of America Reverse, Tulsa, OK

 

Approved for 1 CRMP Credit

2:30pm

Avoiding Closing Pitfalls

A panel of closing pros and a loan officer share situations that can turn a closing sideways and how to avoid them.

Moderator: Elly Johnson, United Northern Mortgage Bankers Ltd., Levittown, NY
Presenters:

  • Clayton Behm, CRMP, Retirement Funding Solutions, La Quinta, CA
  • Megan Hafenstein, Allegiant Reverse Closings, Roseville, CA
  • Ami Kellogg, Premier Reverse Closings, Rocklin, CA

Approved for 1 CRMP Credit

3:30pm

Break

3:45pm

“I’ll Take FA For $100, Alex.”

Industry trainers lead a friendly trivia competition covering financial assessment, HUD’s final rule, servicing and borrower scenarios.

Facilitators:

  • Craig Barnes, CRMP, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Lorraine Geraci, Finance of America Reverse, Huntersville, NC
5:00pm

Networking Reception-Ocean Lawn

6:30pm

Reception Ends

Tuesday, March 20

Time Description
8:00am

Registration Desk Open (located near the Sapphire Ballroom)

The registration desk will be open from 8:00 am to 5:00 pm

8:00am

Continental Breakfast (located near Sapphire Ballroom)

Continental breakfast will be served from 8:00 am to 9:00 am in the exhibit area.

8:00am

Exhibition Hours

The exhibit area is located near the Sapphire Ballroom

8:00 am to 11:15 am—OPEN

 

9:00am

The Place for HECM in a Successful Plan For Aging

Reverse mortgages can be the perfect solution to pay for caregiving services that will help your clients live healthy, productive and independent lives. Local experts discuss the range of services being offered through the Orange County Office on Aging and by other local businesses to meet the challenges of the region’s growing senior population.

Moderator: Tara Ballman, Homeworks Physical Therapy, Costa Mesa, CA

Panelists:

  • John Owings, Successful Aging Resources, Orange County, CA
  • Susan Papiri, SeniorServ, Anaheim, CA
  • Nakia Thierry, MSG, Orange County Office on Aging, Santa Ana, CA
10:00am

Should I Stay Or Should I Go? Helping Older Americans Choose the Right Home Environment

A house is brick and mortar; a home is a house with accessibility, support and comfort. Where older adults choose to age depends on functionality, location, availability of services and affordability. They have many options. Not everyone you meet with is going to qualify for a reverse mortgage—but you’ll still want to help them be in the right home. 

Presenter: Marty Bell, Executive Director, National Aging in Place Council, Washington, DC

11:00am

Break

11:15am

Compliant Advertising and Marketing

Stringent rules must be followed when promoting reverse mortgages on your web site, through social media, and other advertising vehicles. Our legal and compliance experts will sort through these requirements and help you advertise reverse mortgages the right way.

Moderator: James Brodsky, Weiner Brodsky Kider, PC, Washington, DC
Presenters:

  • Melissa Klimkiewicz, Buckley Sandler LLP, Washington, DC
  • James Milano, Weiner Brodsky Kider, PC, Washington, DC

Approved for 1 CRMP Credit

12:15pm

Servicing for Loan Officers

Servicing is an often 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.

Moderator: Joshua Threadcraft, Burr & Forman LLP, Birmingham, AL
Presenters:

  • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
  • Michael Kressin, Nationstar, Irving, TX

Approved for 1 CRMP Credit

1:15pm

Meeting Concludes

2:00pm

CRMP Ethics Workshop

Attendance at this workshop is mandatory for any person who is pursuing the Certified Reverse Mortgage Professional designation, as well as current designees who are in their third year and need to recertify. A $30 fee is charged. The workshop lasts from 2:00 pm to 4:00 pm.

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
February 4, 2018
$555.00 $700.00
Regular Rate
March 18, 2018
$655.00 $800.00
Onsite Registration
March 20, 2018
$755.00 $900.00

Western Regional Meeting + CRMP Ethics Workshop

Cutoff Date NRMLA Member Non-Member
Early Registration
February 4, 2018
$585.00 $730.00
Regular Rate
March 18, 2018
$685.00 $830.00
Onsite Registration
March 20, 2018
$785.00 $930.00

CRMP Ethics Workshop Only

Cutoff Date NRMLA Member Non-Member
Regular Rate
March 20, 2018
$30.00 $30.00

Diamond Sponsor

Silver Sponsor

Bronze Sponsors

Bronze Exhibitor

Media Partners

Details

Start:
March 19
End:
March 20

Venue

Paséa Hotel & Spa
21080 Pacific Coast Hwy
Huntington Beach, CA 92648 United States
+ Google Map