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2019 Annual Meeting & Expo

November 18 @ 9:00 am - November 20 @ 3:30 pm

When the rest of the reverse mortgage industry is meeting to discuss all of the major issues impacting the marketplace today, you want to be in the same room.

At NRMLA’s 2019 Annual Meeting & Expo, November 18-20, in Nashville, the industry’s top subject matter experts will discuss sales and marketing strategies, the growing emergence of proprietary reverse mortgages; condominium approval changes; servicing; compliance updates; and much more.

At this critical stage, it’s well worth the time and the investment to join your colleagues.

Loan originators, underwriters, compliance staff, business owners, attorneys, counselors, servicers and processors attend NRMLA’s Annual Meeting & Expo to be part of the industry discussions that matter most to our business. It’s also an excellent opportunity to meet with your vendors in the exhibit hall to catch up on questions that you may have.

Special Guest Speakers

What are FHA’s priorities for the HECM program in 2020? What major trends is the government seeing?Join us for a keynote address featuring Acting Deputy HUD Secretary/Federal Housing Administration Commissioner Brian Montgomery. Don’t miss this opportunity to get the latest news on HECM reverse mortgages from the person in charge of the program.

 

 

Six days a week, Rob Chrisman’s Daily Mortgage News & Commentary reaches well over 55,000 people nationwide in various parts of the mortgage and real estate field and related industries. Chrisman will provide an informative discussion of the most important news of the day impacting the mortgage industry. 

 

 

How do we effectively use or balance our egos to maximize results? We all have moments when ego, without even realizing it, costs us everything from an honest conversation to a job or promotion. Tabatha Addison, Vice President of Sales & Business Development, Wholesale Lending, at American Advisors Group, leads an eye-opening session that introduces you to the link between the ego and your bottom line.

 

If you are the owner, leader or manager of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Mike Gruley and EOS® can help you and your team simplify, clarify and achieve your vision. A recognized speaker, Mike’s interactive style and real-world insight makes this a must-see event for growth-oriented entrepreneurs everywhere. Attendees will walk away focused, clear on priorities and issues, healthier as a leadership team, and using tools that help them gain more traction. Don’t let the company run you – get a grip on your business.

 

Register today and reserve your spot at the reverse mortgage industry’s largest annual event, NRMLA’s Annual Meeting & Expo, and use the opportunity to engage with these and other thought leaders.


Registration Instructions

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


Hotel Room Information 

NRMLA has reserved a block of rooms at the Omni Nashville Hotel at the special discounted rate of $299 per night. Make a reservation online or call the hotel directly at 888-444-6664. Please be advised that the deadline to receive the group rate is October 16, 2019.

When making a reservation over the phone, please mention you are attending the National Reverse Mortgage Lenders Association conference to get the discount. Attendees must register for the conference within two weeks of making a hotel reservation or the hotel reservation will be automatically canceled.

All reservations must be secured with a one nights advance deposit. To avoid forfeiture one night’s room and tax charge, reservations must be canceled at least 21 days prior to scheduled arrival. No-show fees will be treated as cancellations and charged for one night’s room and tax.


Sponsor/Exhibitor 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 brochure.

There is limited availability so act fast to secure your space.


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 September 2, 2019 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

 

Registration 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 October 15, 2019. A $150 cancellation fee will be applied to all cancellation requests received from October 15 through October 31, 2019. No refunds will be issued for cancellation requests received on or after November 1, 2019.

 

Show Full Agenda

Sunday, November 17

Time Description
11:00am

Registration Desk Open - 5th Ave. Pre-Function Space

The registration desk will be open from 11:00 am to 5:00 pm at the 5th Ave. Pre-Function Space

Monday, November 18

Time Description
7:30am

Registration Desk Open - 5th Ave. Pre-Function Space

The registration desk will be open from 7:30 am to 7:00 pm in the 5th Ave. Pre-Function Space

7:30am

Exhibit Hall Hours - Legends Ballroom E/G

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

7:30am

Continental Breakfast - Exhibit Hall

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

Sponsored by

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  

9:00am

Are You Running Your Business, or is it Running You? - Broadway Ballroom J/K

If you are the owner, leader or manager of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Mike Gruley and EOS® can help you and your team simplify, clarify and achieve your vision.

10:30am

Break

10:45am

Counseling Update - Broadway Ballroom J/K

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.

Panelists:

  • Jennifer Cosentini, Housing Director, Cambridge Credit Counseling, Agawam, MA
  • Justin Lally, Reverse Mortgage Manager, Cambridge Credit Counseling, Agawam, MA
  • Mohan Lalwani, Program Manager, ReverseMortgageHelper.org/DebtHelper.org, West Palm Beach, FL

Approved for 1 CRMP Credit

10:45am

Ignorance Is Not a Defense – Broadway Ballroom G/H

Panelists:

  • Sarah Cavanaugh, Senior Compliance Officer, Finance of America Reverse, Maple Valley, WA
  • Jill Haro, SVP, Corporate Administration, LRES, Orange, CA
  • Mark Johnson, President, LRES, Orange, CA
12:00pm

Networking Lunch - Legends Ballroom E/G

Sponsored by

1:45pm

Welcome and Introductions - Legends Ballroom A/D

2:00pm

Keynote Address: The Honorable Brian Montgomery, Acting Deputy HUD Secretary/Federal Housing Commissioner - Legends Ballroom A/D

What are FHA’s priorities for the HECM program in 2020? What major trends is the government seeing?Join us for a keynote address featuring Acting Deputy HUD Secretary/Federal Housing Administration Commissioner Brian Montgomery. Don’t miss this opportunity to get the latest news on HECM reverse mortgages from the person in charge of the program.

2:45pm

Break

3:00pm

News of the Day featuring Rob Chrisman - Legends Ballroom A/D

Six days a week, Rob Chrisman’s Daily Mortgage News & Commentary reaches well over 55,000 people nationwide in various parts of the mortgage and real estate field and related industries. Chrisman will provide an informative discussion of the most important news of the day impacting the mortgage industry.

4:00pm

Break

4:15pm

Egonomics; What makes Ego Our Greatest Asset (or Most Expensive Liability) - Broadway Ballroom J/K

How do we effectively use or balance our egos to maximize results? We all have moments when ego, without even realizing it, costs us everything from an honest conversation to a job or promotion. Tabatha Addison, Vice President of Sales & Business Development, Wholesale Lending, at American Advisors Group, leads an eye-opening session that introduces you to the link between the ego and your bottom line.

5:00pm

NRMLA Welcome Reception With Entertainment - Exhibit Hall

Enjoy some live music while catching up with old friends and making new ones.

Sponsored by

Tuesday, November 19

Time Description
8:00am

Registration Desk Open - 5th Ave. Pre-Function Space

The registration desk will be open from 8:00 am to 5:30 pm in the 5th Ave. Pre-Function Space.

8:00am

Exhibit Hall Hours - Legends Ballroom E/G

The exhibit hall will be open from 8:00 am to 5:30 pm but closed during general sessions.

8:00am

Continental Breakfast - Exhibit Hall

Continental breakfast will be served in the exhibit hall from 8:00 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

Selling Reverse Mortgages – Broadway Ballroom J/K

Loan originators will learn the importance of adding reverse mortgages to their product line and helpful tips for selling them from some of the industry’s top reverse mortgage trainers and managers.

Moderator: Jud Lyman, Training Manager, Liberty Home Equity Solutions, Rancho Cordova, CA
Panelists:

  • Ken Krajewski, Managing Director and Head of Reverse Mortgage Lending, CIBC Bank USA, Chicago, IL
  • Loren Riddick, CRMP, National Sales Director, Reverse Mortgage Lending, Thrive Mortgage, Alcoa, TN
  • Steve Sless, Reverse Mortgage Division Manager, Primary Residential Mortgage, Inc., Finksburg, MD

 

9:30am

Break

10:00am

Reframing the Approach to Financial Professionals – Broadway Ballroom J/K

Four experts from three industry-leading lenders host an in-depth panel discussion on reframing the approaches to partnering with financial services professionals. Join this session to better understand how to effectively position yourself as a high-trust partner of the advisor’s practice. Be prepared to ask your questions about practical steps you can take to bring value to your partners and their clients.

Facilitator: Jesse Q. Allen, EVP, Alternative Distribution at American Advisors Group, Orange, CA

Panelists:

  • Shelley Giordano, Enterprise Integration, Retirement Funding Solutions/Mutual of Omaha, Washington, DC
  • Hank J. Sanders III, Strategic Business Specialists, American Advisors Group, Orange, CA
  • Ryan Ponsford, Strategic Business Specialists, American Advisors Group, Orange, CA
  • Stephen J. Resch, Vice President of Retirement Strategies, Finance of America Reverse, Thompsons Station, TN
10:30am

Regulatory Update – Broadway Ballroom G/H

Panelists:

  • Soroush Shahin, Partner, Weiner, Brodsky, Kider PC, Washington, DC
  • Jay Wright, Partner, Bradley Arant Boult Cummings LLP, Birmingham, AL

Approved for 1 CRMP Credit

11:30am

Break

11:45am

NRMLA Business Meeting - Legends Ballroom A-D

NRMLA members must ratify the Nominating Committee Report and formally elect a new Board of Directors for the 2020 term. NRMLA executives will share updates on the association’s advocacy efforts.

Panelists:

  • Peter Bell, President & CEO, NRMLA, Washington, DC
  • Steve Irwin, EVP, NRMLA, Washington, DC
  • Reza Jahangiri, NRMLA Co-Chair and CEO, AAG, Orange, CA
  • Scott Norman, NRMLA Co-Chair and VP, Field Retail, FAR, Austin, TX
12:15pm

Networking Lunch - Legends Ballroom E/G

Sponsored by

12:15pm

CRMP Luncheon - Music Row 5

By invitation only.

1:30pm

The GAO's Report on the HECM Program - Legends Ballroom A-D

Alicia Puente Cackley from the Government Accountability Office will discuss the findings of a new report that examined FHA’s oversight of the Home Equity Conversion Mortgage program.

Approved for 1 CRMP Credit

2:15pm

Conference session TBD

3:15pm

Break

3:45pm

New Reverse Mortgage Research - Legends Ball A/D

Ohio State researcher Stephanie Moulton will share the findings from recent reverse mortgage studies and then join in a conversation with Longbridge Financial CEO Chris Mayer.

4:30pm

Knowing the Rules of the Game – Broadway Ballroom J/K

When the yellow flag is thrown in a football game, you know somebody broke the rules. However, in the reverse mortgage industry, certain guidelines are often misunderstood, and infractions go unnoticed. Dan Hultquist and Jim McMinn of Finance of America Reverse blow the whistle on long-held notions that will open your eyes to a better presentation of the reverse mortgage.

Approved for 1 CRMP Credit

4:30pm

HECM Servicing Policies and Updates – Broadway Ballroom G/H

Speakers TBD

Approved for 1 CRMP Credit

Wednesday, November 20

Time Description
8:00am

Registration desk open - 5th Ave. Pre-Function Space

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

8:00am

Exhibit hall hours - Legends Ballroom E/G

The exhibit hall will be open from 8:00 am to 10:30 am.

8:00am

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

Understanding FHA’s New Condo Approval Rules – Legends Ballroom A/D

Subject matter experts with backgrounds in compliance and operations do a deep dive into the new FHA guidelines on condominium approvals.

Panelists:

  • Elly Johnson, President, AllReverse Pro LLC, Hiram, GA
  • Sharon Langley, Director, Reverse Mortgage Operations, Open Mortgage, LLC, Douglasville, GA
  • Kendra Rasmussen, Director of Credit, American Advisors Group, Orange, CA

Approved for 1 CRMP Credit

9:15am

An Update From NRMLA's Outside Counsel, Jim Brodsky and Jim Milano - Legends Ballroom A/D

NRMLA’s outside general counsel, Jim Brodsky and Jim Milano, from the Weiner Brodsky Kider law firm in Washington, DC, summarize key events from the past year and share their insights for 2020.

Approved for 1 CRMP Credit

10:00am

Break

10:15am

Closing General Session - Legends A/D (CLOSED TO MEDIA)

The last word. Where is our industry headed? What can NRMLA be doing better as an association? Where do proprietary reverse mortgages fit in? This open mike session will give members an opportunity to provide their input and help shape the industry’s direction.

11:30am

Annual Meeting concludes

1:00pm

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 1:00 pm to 3:00 pm.

Presenters:

  • Craig Barnes, CRMP, National Training Leader, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • James Brodsky, Partner, Weiner Brodsky Kider, PC, Washington, DC
  • Lorraine Geraci, Vice President, Learning and Development, Finance of America Reverse LLC, Dumont, NJ
  • Dan Hultquist, CRMP, Vice President, Organizational Development, Finance of America Reverse, Canton, GA
  • Jud Lyman, Training Manager, Liberty Home Equity Solutions, Rancho Cordova, CA

Approved for 2 CRMP credits

Last modified:

Annual Meeting 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
Cutoff Date NRMLA Member Non-Member
Pre-Sale
September 2, 2019
$695.00 $945.00
Early Registration
October 18, 2019
$745.00 $1,025.00
Regular Rate
November 17, 2019
$875.00 $1,150.00
Onsite Registration
November 20, 2019
$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 Wednesday, November 20, 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.
Cutoff Date NRMLA Member Non-Member
Pre-Sale
September 2, 2019
$725.00 $975.00
Early Registration
October 18, 2019
$775.00 $1,055.00
Regular Rate
November 17, 2019
$905.00 $1,180.00
Onsite Registration
November 20, 2019
$1,030.00 $1,305.00

Ethics Workshop Only

The registration fee covers entry to the CRMP Ethics Workshop on Wednesday, November 20, 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.

Cutoff Date NRMLA Member Non-Member
Regular Rate
November 17, 2019
$30.00 $30.00
Register Now

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Details

Start:
November 18 @ 9:00 am
End:
November 20 @ 3:30 pm

Venue

Omni Nashville Hotel
250 5th Ave S
Nashville, TN 37203
+ Google Map
Phone:
(615) 782-5300