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2019 Western Regional Meeting

March 25 @ 9:00 am - March 26 @ 12:00 pm


Download Presentations and Audio Recordings
NRMLA members can view the slide decks and listen to audio recordings by logging into NRMLAonline.org with your username and password and then clicking the Documents tab.


Registration Instructions

If you’ve never registered for a NRMLA conference, please  Download and review these registration instructions.

 

Booking Your Hotel Room
NRMLA has reserved a block of rooms at the special discounted rate of $255 per night. To make a reservation, please click here to book your room online or call Paséa Reservations at (866) 478-9702, extension “1” for reservations, then extension “1” for wedding and event reservations. Please be advised that the deadline to receive the group rate is February 28, 2019.

If you need assistance making a room reservation, contact Sarah Aaronson, at sarah@irmevents.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.

 

Exhibitor/Sponsor Brochure
Increase your company’s footprint in the reverse mortgage business by 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.

NRMLA is inviting industry suppliers to participate in the Western & Eastern Regional meetings through a tabletop exhibit, material sponsorship and/or conference book advertising. 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 Early Registration Rate and pay by check, payment must be received by February 8 or you will be charged the next highest registration rate (Regular).

Please mail your check to

NRMLA
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 28, 2019. A $150 cancellation fee will be applied to all cancellation requests received from March 1, 2019 through March 15, 2019. No refunds will be issued for cancellation requests received on or after March 16, 2019.

 

Show Full Agenda

Monday, March 25

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 (located in Sapphire 2)

8:00 am to 12:45 pm—OPEN
12:45 pm to 1:45 pm—CLOSED
1:45 pm to 5:15 pm—OPEN

9:00am

If You’re Talking Too Much, You’re Losing (All sessions will be held in Sapphire 3)

Your ability to effectively communicate with a prospective reverse mortgage client can make or break a deal. That’s why Craig Barnes, lead trainer at Reverse Mortgage Funding LLC, has created a new course  that shares best practices that will help you convert more leads to closed loans.

Approved for 1 CRMP Credit

10:00am

Break

10:15am

Sales In Today's World: A Roundtable Discussion

Highly seasoned loan originators and managerial staff share their goals for 2019 and how they are achieving success in today’s marketplace.

Moderator: Sherry Apanay, Finance of America Reverse, LLC, Atlanta, GA
Presenters:

  • Galen Call, CRMP, American Pacific Reverse Mortgage Group, Monterey, CA
  • Susan Perry, CRMP, Capital Funding, Laguna Niguel, CA
  • Bruce Simmons, CRMP, American Liberty Mortgage Inc., Denver, CO
  • Michael Zwerling, New American Funding, Tustin, CA
11:15am

Prepare Yourself for California's Consumer Privacy Act

In less than a year, the most comprehensive consumer privacy law ever passed in the United States — the California Consumer Privacy Act of 2018 (CCPA) — takes effect. A panel of legal experts will briefly discuss prior and current privacy rules and developments in Europe under the General Data Protection Regulation, and then focus on consumer issues and employment (employer-employee facing) issues under the CCPA.

Presenters:

  • Jim Milano of Weiner Brodsky Kider PC, Washington, DC
  • Sanford Shatz of McGlinchey Stafford, PLLC, Irvine, CA
  • Genevieve Walser-Jolly, Severson & Werson, APC, Irvine, CA

Approved for 1 CRMP Credit

12:45pm

Networking Lunch

2:00pm

Introducing Dr. Joshua Miller, FHA Senior Advisor

Joshua Miller, PhD, joined the Office of Housing on January 28, 2019 as a Senior Advisor to Deputy Assistant Secretary for Single Family Programs, with a particular focus on the HECM program.

Dr. Miller will discuss his background and HECM priorities for 2019.

2:30pm

Analyzing Seniors’ Debt and Spending Patterns

Dr. Edward Seiler provides an in-depth analysis of how seniors’ debt and spending patterns evolve as their budgets, general health, cognitive abilities and household structures change as they age. Understanding these patterns is crucial if we are to design suitable financial products to serve seniors well into their retirement years.

3:30pm

Break

3:45pm

Working for You: An Association Update

NRMLA’s leadership will share updates on the association’s advocacy efforts for 2019.

Presenters:

  • Peter Bell, President & CEO, National Reverse Mortgage Lenders Association, Washington, DC
  • Steve Irwin, Executive Vice President, National Reverse Mortgage Lenders Association, Washington, DC
  • Mike Kent, Liberty Home Equity Solutions, Inc., Rancho Cordova, CA
  • Scott Norman, National Field Retail Sales Manager, Finance of America Reverse, and Co-Chairman, NRMLA Board of Directors, Austin, TX
4:15pm

You're Doing It All Wrong: Different Takes on Marketing HECMs to Trusted Advisors

Martin Andelman of HighTechLending believes the industry’s efforts to target financial planners have largely failed. He has developed a different (yet highly successful) way to market reverse mortgages to financial planners, attorneys and CPAs. In this frank and lively presentation, Andelman will discuss his sales approach and give advice to help you succeed with trusted advisors.

4:15pm

Servicing Committee Meeting (Two Harbors)

Representatives from NRMLA’s Servicing Committee and FHA’s National Servicing
Center in Tulsa, OK will meet from 4:15 pm to 6:30 pm to discuss HECM servicing policy priorities. Closed Meeting. 

5:15pm

Networking Reception

Use this opportunity to catch up with old friends and make new ones.

Sponsored by

Tuesday, March 26

Time Description
8:00am

Registration Desk Open (located near the Sapphire Ballroom)

The registration desk will be open from 8:00 am to 12:30 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

Exhibit Hours (located in Sapphire 2)

8:00 am to 11:30 am—OPEN

9:00am

Measuring the Impact of FHA's Collateral Risk Assessment Policies (All sessions will be held in Sapphire 3)

Members of the HUD Issues Committee, which has closely monitored the impact of Collateral Risk Assessment through data collection efforts, will discuss trends and other compliance issues.

Presenters: 

  • Elly Johnson, All Reverse Pro, Hiram, GA
  • Britany Luth, Finance of America Reverse, Tulsa, OK
  • Erik Richard, Class Valuation, Van Nuys, CA
10:00am

Break

10:15am

HECM Servicing Policies and Updates

Servicing is a critical, yet 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.

Presenters:

  • Gail Balettie, Celink, Austin, TX
  • Leslie Flynn, Reverse Mortgage Solutions, Inc., Houston, TX
  • Michael Kressin, Champion Mortgage, Irving, TX

Approved for 1 CRMP Credit

11:15am

Roundtable with FHA's Santa Ana Home Ownership Center

The Santa Ana Home Ownership Center implements and enforces FHA’s regulatory policies for Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon and Washington. Representatives from the Quality Assurance and Processing/Underwriting Divisions will update everyone on important regional issues as they pertain to HECM.

Presenters:

  • Senica Fontanoza, Senior Underwriter, U.S. Department of Housing and Urban Development, Santa Ana, CA
  • Daniel Mooney, Senior Single Family Housing Specialist, U.S. Department of Housing and Urban Development, Santa Ana, CA
12:30pm

Conference concludes

1:30pm

Ethics Workshop (Two Harbors)

Learn the components of NRMLA’s Code of Ethics and how these “values” impact the daily lives of our members. Attendance is mandatory for all candidates pursuing the Certified Reverse Mortgage Professional (CRMP) designation, as well as existing designees who must recertify every three years. Registration is $30.

Time: 1:30 p.m. to 3:30 p.m.

Presenters:

  • Craig Barnes, CRMP, Reverse Mortgage Funding LLC, Bloomfield, NJ
  • Jim Brodsky, Weiner, Brodsky, Kider PC, Washington, DC
  • Dan Hultquist, CRMP, Finance of America Reverse LLC, Canton, GA
  • Jud Lyman, Liberty Home Equity Solutions, Rancho Cordova, CA

Approved for 2 CRMP Credits

Last modified:

Western Regional Meeting Only

Your 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
Early Registration
February 15, 2019
$575.00 $725.00
Regular Rate
March 24, 2019
$675.00 $825.00
Onsite Registration
March 26, 2019
$775.00 $925.00

Western Regional Meeting + Ethics Workshop

Your 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 Tuesday, March 26, 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
Early Registration
February 15, 2019
$600.00 $750.00
Regular Rate
March 24, 2019
$700.00 $850.00
Onsite Registration
March 26, 2019
$800.00 $950.00

Ethics Workshop Only

Your registration fee covers:

  • Entry to the CRMP Ethics Workshop on Tuesday, March 26, 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
March 26, 2019
$30.00 $30.00

Bronze Sponsors

Media Sponsors

Details

Start:
March 25 @ 9:00 am
End:
March 26 @ 12:00 pm

Venue

Paséa Hotel & Spa
21080 Pacific Coast Hwy
Huntington Beach, CA 92648 United States
+ Google Map
Phone:
866.478.9702