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2020 NRMLA Virtual Summer Conference

July 14 @ 11:45 am - July 15 @ 5:00 pm

Register Today for NRMLA’s 2020 Virtual Summer Conference, July 14-15

We may be living and working in a world where social distancing remains in effect, but that‘s not going to stop us from convening as an industry to stay engaged with each other.

Join your colleagues from around the reverse mortgage industry as NRMLA hosts our first-ever Virtual Summer Conference on July 14-15, 2020.

All sessions will take place during Eastern Daylight Savings Time.

Download our digital conference book to view the full agenda. 

Use this opportunity to virtually network with friends and colleagues in the Reverse Mortgage Industry. This will also be a great time to sharpen your sales skills and to stay abreast of the current important issues and trends within the industry.

NRMLA’s Summer Virtual Conference is free for all members and $150 for non-members. 

Hear from HUD’s Home Ownership Center Directors, marketing experts, NRMLA’s outside legal counsel, NRMLA’s Executive Committee and many more.

Next Steps:

  1. To register, click the orange box on the right of your screen labeled Register Now
  2. When prompted, type your username and password
  3. If you don’t know your username and password, email Darryl Hicks at dhicks@dworbell.com.
  4. Once you’re logged in, proceed through the registration process and submit payment on the final page.

Sponsorship Opportunities:

Increase your company’s footprint in the reverse mortgage business by sponsoring NRMLA’s Virtual Summer Conference. Put your company in front of a qualified audience of decision makers in the reverse mortgage industry.

Download the sponsor brochure or contact

 

 

 

Show Full Agenda

Tuesday, July 14

Time Description
11:45am

Kick Off With Allegiant Reverse Services

Summary: Allegiant’s senior management shares their experience running interference against COVID-19.

Presented by

12:15pm

NRMLA Executive Committee Roundtable

Summary: NRMLA’s executive leadership discuss the state of the reverse mortgage market and NRMLA’s priorities for the balance of 2020.

Presenters:

  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Milford, MA
  • Reza Jahangiri, CEO, America Advisors Group, Orange, CA
  • Mike Kent, President, Liberty Reverse Mortgage, Rancho Cordova, CA
  • Chris Mayer, CEO, Longbridge Financial, LLC, Mahwah, NJ
  • Michael McCully, Partner, New View Advisors, Naples, FL
  • Scott Norman, National Field Retail Sales Manager, Finance of America Reverse, Austin, TX
  • Kristen Sieffert, President, Finance of America Reverse, San Diego, CA
  • Robert Sivori, Chairman and CEO, Celink. Lansing, MI
1:15pm

Break

1:30pm

Update from HUD's Homeownership Center Directors

Summary: Our presenters discuss how their respective organizations have responded to COVID-19, what HECM issues and trends they are seeing in their regions, an overview of the new Catalyst system, and other priorities. Sponsored by Liberty Reverse Mortgage. 

Moderator: Elly Johnson, President, All Reverse Pro, Hiram, GA

Presenters:

  • Scott Bice, Director, Denver Homeownership Center, U.S. Department of Housing and Urban Development, Denver, CO
  • Thomas Rose, Director, Santa Ana Homeownership Center, U.S. Department of Housing and Urban Development, Santa Ana, CA

Presented by

 

(Approved for 1 CRMP Credit)

2:30pm

Break

2:45pm

Are You Starting Your Own Fires?

Summary:  One of the reverse mortgage industry’s top trainers talks about our word choices when meeting with clients and how they impact sales outcomes.

Presenter:

  • Tabatha Addison, Vice President, Wholesale Lending, American Advisors Group, Orange, CA

Presented by

3:45pm

HighTechLending Virtual Networking Lounge

Summary: A session discussing and highlighting direct mail, internet marketing, social media and reverse mortgages one, two, three. Look out for lots of gifts and prizes.

Presented by

3:45pm

Real Talk with Reza & Team!

Summary: AAG’s CEO and Team (Kim Smith, SVP, Wholesale Lending & Tabatha Addison, VP, Wholesale Lending) gets real on everything from Economy, Industry, the “new norm” and whatever else you bring to the table.

Presented by

 

Wednesday, July 15

Time Description
11:45am

Moving Originators Forward, Faster

Historically, the time and effort investment required to successfully build a reverse mortgage business has been a huge drag on an originator’s momentum. FAR has tools to reduce this friction and help partners accelerate their mastery of the reverse industry, products, process, target consumer, and how to market with ease.

Presenter:

  • Ryan Schmidt, Wholesale Marketing Director, Finance of America Reverse

Presented by

12:15pm

Rapid Fire 1: Contactless Appraisals

Summary: Subject matter experts share insights on appraisal issues, trends and challenges in the current marketplace.

Moderator: Scott Norman, National Field Retail Sales Manager, Finance of America Reverse, Austin, TX

Presenters:

  • John Dingeman, Chief Appraiser, Class Valuation, Van Nuys, CA
  • Erik Morin (formerly Richard), Chief Operating Officer, Class Valuation, Van Nuys, CA

(Approved for 0.5 CRMP Credit)

12:45pm

Rapid Fire 2: NBS

Summary: What are the key distinctions between HECMs originated prior to and after August 4, 2014 and the protections offered to non-borrowing spouses? This is one of several NBS topics that will be explored during a special rapid fire discussion with servicing experts.

Presenters:

  • Rex Lamb, SVP, Risk & Compliance Officer, Celink, Austin, TX
  • Michael Kressin, VP, Reverse Mortgage Servicing, Champion Mortgage, Irving, TX
  • Leslie Flynne, SVP, Loan Servicing, Reverse Mortgage Solutions, Houston, TX

(Approved for 0.5 CRMP Credit)

1:15pm

Break

1:30pm

How to Succeed at Virtual Sales To Grow Your Reverse Mortgage Business

Summary: Our panel of sales experts will share their experiences with “virtual client interaction” highlighting the process, experience and secure tools.

Moderator: Harlan Accola, Reverse Mortgage Manager, Fairway Independent Mortgage, Marshfield, WI

Panelists:

  • Christina Harmes Hika, CRMP, C2 Reverse Mortgage, San Diego, CA
  • Steven Sless, Primary Residential Mortgage, Inc., Owings Mills, MD
2:30pm

Break

2:45pm

New Tech in Reverse Processes

Summary: Our panelists will discuss digitization opportunities and impediments.

Panelists:

  • Megen Lawler, President, Bay Docs, Novato, CA
  • Tina Meilinger, SVP, Allegiant Reverse Services, Roseville, CA
  • Jim Milano, Weiner Brodsky Kider, PC, Washington, DC

(Approved for 1 CRMP Credit)

3:45pm

The LRES Wine Challenge – How Well Do You Know Your AMC / REO Partner?

Presented by

Last modified:

2020 Virtual Summer Meeting

Cutoff Date NRMLA Member Non-Member
Regular Rate
July 15, 2020
N/A $150.00

Presenting Patron

Presenting Patron

Presenting Patron

Session Patron

Session Patron

Virtual Social Patron

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Media Partner

Details

Start:
July 14 @ 11:45 am
End:
July 15 @ 5:00 pm