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2020 Virtual Annual Meeting & Expo

11/10/2020 @ 11:00 am - 11/12/2020 @ 6:00 pm

We wish to thank everyone who attended NRMLA’s Virtual Annual Meeting.

Copies of the slide decks and video recordings can be viewed by clicking the Documents tab. More video recordings will be added, so be sure to check back.

If you have any questions, please contact Darryl Hicks, at dhicks@dworbell.com.

 

Show Full Agenda

Tuesday, November 10

Time Description
11:30am

Kick Off With Allegiant Reverse Services

Kick off the conference with the industry’s leading title and settlement company, Allegiant Reverse Services. Vice President, Megan Hafenstein, will moderate as our Team Leads share stories and answer your questions on a wide variety of topics relating to reverse mortgage closings. Put faces to the names of the people who have closed more reverse mortgage transactions than any other company in the nation.

Moderator: Megan Hafenstein, Vice President, Allegiant Reverse Services, Roseville, CA

Panelists:
Lead Settlement Officers:

  • Krystal Lilly
  • Josalyn Pagonis
  • Shelly Fisher
  • Joe Altamirano
  • Kim Jeanminette
  • Cheryal Meyer
  • Lindy Noble
  • Nicole Snyder

Provided by

 

12:00pm

Welcoming Remarks From NRMLA President Steve Irwin

12:15pm

Transitioning From LIBOR

Big changes are coming in 2021 as the LIBOR index officially goes away. NRMLA’s leadership will provide the latest news on the LIBOR sunset, the use of CMT, what SOFR is, and NRMLA’s efforts to help ensure a stable transition.

 Presenters:

  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Milford, MA
  • Michael McCully, Partner, New View Advisors, Naples, FL

Approved for 0.5 CRMP Credit

Documents
12:45pm

Special Guest: Deputy HUD Secretary Brian Montgomery

Documents
1:00pm

Election Recap With NRMLA’s Legislative Team

For over a decade, NRMLA’s legislative team has played a critical role educating Congress on the benefits of reverse mortgages. They will share their views on the recent congressional and presidential elections, what 2021 could look like, and NRMLA’s government relations path for the coming year.

Moderator: Scott Norman, Vice President of Field Retail & Government Relations, Finance of America Reverse, Austin, TX

Presenters:

  • David Horne, David L. Horne, LLC, Washington, DC
  • Melody Fennel, Fennel Consulting, Alexandria, VA
  • Scott Olson, Olson Advocacy, Arlington, VA
Documents
2:00pm

Break

2:15pm

Social Media for Reverse Mortgages

Learn how to properly use social media tools to promote your reverse mortgage business from author and mortgage industry veteran Alec Hanson. Hanson is the author of Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer, a how-to business guide to adopt the brand-building tactics that work in today’s real estate market.

Host: Lisa Moriello, CRMP, National Reverse Mortgage Lending Manager, loanDepot, Shelton, CT

Presenter: Alec Hanson, SVP, Division Manager, loanDepot, Irvine, CA

Documents
2:45pm

Break

3:00pm

Knowing the Rules of the Game: Part 2

This sequel to one of the most popular sessions from the 2019 Annual Meeting addresses reverse mortgage concepts that loan originators don’t always properly explain to clients.

Presenters:

  • Craig Barnes, CRMP, Corporate Education Leader, Reverse Mortgage Funding, LLC, New Windsor, NY
  • Dan Hultquist, CRMP, VP, Organizational Development, Finance of America Reverse, Canton, GA
  • Jim McMinn, Sales Training Manager, Longbridge Financial, LLC, Glastonbury, CT

Approved for 1 CRMP Credit

Documents
4:00pm

A Vision for Equitable Aging

Ramsey Alwin ranks among the nation’s top advocates for America’s senior population. She has written extensively on the topic of equitable aging and the challenges facing older Americans along racial and gender lines and during this session will her views on the topic.

Special Guest: Ramsey Alwin, President & CEO, National Council on Aging, Arlington, VA

 

Documents
4:30pm

Is Forward the Future of Reverse?

Reverse mortgages represent only 3% of all mortgages originated to borrowers ages 62 and older, despite the fact that hundreds of thousands of borrowers would likely qualify for, and benefit from, a reverse mortgage. Some of the fastest growing reverse mortgage lenders are those whose primary business is originating forward mortgages. Learn how to discuss reverse mortgages with borrowers who think they want a traditional mortgage, as well as how to successfully grow reverse mortgages as part of a forward mortgage business model.

Presenters:

  • Chris Mayer, CEOLongbridge Financial, Mahwah, NJ 
  • Adrian PrietoVice President, Wholesale Lending, Longbridge, Rancho Mission Viejo, CA 
  • Bob GarczewskiNational Account ExecutiveLongbridge Financial, Yorktown, IN 
  • Josh Borba, President, MLS Mortgage, Auburn, CA 
  • Tim Oddo, Reverse Mortgage Specialist, Leader One, Highlands Ranch, CO 

Sponsored by

Wednesday, November 11

Time Description
11:30am

Financial Planner Perspectives on the Benefits of Home Equity in Retirement Planning

Join Joe DeMarkey, Strategic Business Development Leader at Reverse Mortgage Funding LLC, and his special guest Steve Branton, CFP®, CPCC, Principal and financial advisor at Private Ocean for a Q&A-style discussion on the current perspectives towards reverse mortgages in the financial planning industry, and the efficacy of proprietary products in meeting the ever-changing needs of today’s consumer.

They will discuss what factors led Steve’s clients to utilize RMF’s new Equity Elite® Line of Credit and how it has impacted their financial outlook in retirement. Joe will also get Steve’s insight on how mortgage professionals can best establish relationships with financial advisors and how to strategically position home equity as a part of comprehensive retirement planning.

Speakers:

  • Joe DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Milford, MA
  • Steve Branton, CFP®, CPCC, Principal and Financial Advisor, Private Ocean, San Francisco, CA

Sponsored by

 

12:00pm

Navigating Compliance Changes

Registrants will get a comprehensive update on the most important regulatory issues impacting the reverse mortgage business from two of the industry’s top subject matter experts.

 Presenters:

  • Jeffrey Birdsell, VP, Loan Programs, ReverseVision, San Diego, CA
  • Jim Milano, Attorney, Weiner Brodsky Kider PC, Washington, DC

Approved for 1 CRMP Credit

Documents
1:00pm

Break

1:15pm

Maximizing Conversion Conversations: Cracking The Code

In this thought provoking session, we will explore the different types of conversations that in today’s climate should be taking place more often. Are we engaging with the right audiences and have we upped our game in establishing the right partnerships? What is the winning “combination” that defines the who and the how and ultimately provides a win to your bottom line?

Host: Kimberly Smith, SVP, Wholesale Lending, American Advisors Groups, Orange, CA

Presenters:

  • Tabatha Addison, VP, Wholesale Lending, American Advisors Group, Orange, CA
  • Steven Sless, National Reverse Mortgage Division Manager, Primary Residential Mortgage, Owings Mills, MD

Sponsored by

Documents
2:15pm

The CARES Act: COVID-19 and Borrower Resources

FHA has taken extraordinary measures to protect HECM borrowers impacted by COVID-19 from losing their homes. Leadership from NRMLA’s Servicing Committee will discuss these policies and a special guest will demonstrate a new online tool to help homeowners in distress.

Presenters:

  • Gail Balettie, SVP, Borrower Care, HUD and Investor Relations, Celink, Austin, TX
  • Leslie Flynne, SVP, Reverse Mortgage Solutions, Houston, TX
  • Michael Kressin, VP, Champion Mortgage, Irving, TX
  • Karen Tankersley, President, Finance of America Foundation, Dallas, TX

Sponsored by

Approved for 1 CRMP Credit

Documents
3:15pm

Break

3:30pm

Rapid Fire: NRMLA’s Dirty Dozen

In this low rate environment, it’s important to maintain strong ethical standards when advertising reverse mortgages. Two top trainers will offer guidance on ethical advertising practices using NRMLA’s Code of Ethics as a guide.

Host: Joel Schiffman, Attorney, Wiener Brodsky Kider, PC, Irvine, CA

Presenters:

  • Lorraine Geraci, VP, Learning and Development, Finance of America Reverse, Naples, FL
  • Jud Lyman, Training Manager, Liberty Reverse Mortgage, Rancho Cordova, CA

Approved for 0.5 CRMP Credit

Documents
4:00pm

Rapid Fire: Counseling

Housing counselors share their experiences educating clients about HECM and proprietary reverse mortgages and offer insights on how the reverse mortgage industry can improve the upfront education process and offer ongoing support post-closing.

Host: Brett Kirkpatrick, CRMP, Harbor Mortgage Solutions, Braintree, MA

Presenters:

  • Jennifer Cosentini, Housing Director, Cambridge Credit Counseling, Agawam, MA
  • Mohan Lalwani, Program Manager, ReverseMortgageHelper.org/DebtHelper.org, West Palm Beach, FL
  • Melinda Opperman, President, Springboard Nonprofit d/b/a credit.org, Riverside, CA

Approved for 0.5 CRMP Credit

Documents
4:30pm

Rapid Fire: What Does Industry Penetration of 2.3% Mean? Why Does It Matter?

The reverse mortgage industry’s top data depository will offer data-driving insights on market opportunities across the country.

Presenters:

  • John Lunde, Founder and President, Reverse Market Insight, Inc., Dana Point, CA
  • Jon McCue, Director, Client Relations, Reverse Market Insight, Inc., Dana Point, CA

 

Documents
5:00pm

Virtual Reception

Use this opportunity to virtually connect with your friends and colleagues in the reverse mortgage industry.

Thursday, November 12

Time Description
11:30am

Cheers to You

Celebrating their 10 years as the #1 Wholesale Lender, FAR invites you to a celebratory cocktail demonstration and an educational session that highlights FAR’s tools and services. They will be covering topics and tools that are chosen by YOU and will help move your business forward, faster.

Presenter: Ryan Schmidt, Wholesale Marketing Director, Tulsa, OK

Sponsored by

12:00pm

HECM Update From Key FHA Staff

FHA’s key HECM personnel will summarize important program changes made in 2020, provide program performance statistics and discuss future priorities.

Host: Elly Johnson, All Reverse Pro, Hiram, GA

Presenters:

  • Joseph Gormley, Deputy Assistant Secretary, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC
  • Joshua Miller, PhD, Senior Advisor to the Deputy Assistant Secretary, Office of Single Family Housing, U.S. Department of Housing and Urban Development, Washington, DC
  • Kasey Watson, Program Director, Servicing Branch, National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK

Approved for 1 CRMP Credit

Documents
1:00pm

Break

1:15pm

Three Approaches to Success as a Reverse Mortgage Originator

Three top producers share ideas for what makes them successful at originating reverse mortgages.

Presenters:

  • Matt Harrison, loanDepot, South Jordan, UT
  • Christina Harmes Hika, CRMP, C2 Financial Corporation, San Diego, CA
  • Loren Riddick, CRMP, Thrive Mortgage LLC, Alcoa, TN
Documents
2:15pm

Break

2:30pm

Current Reverse Mortgage Research

Over the past decade, Ohio State University Professor Stephanie Moulton has conducted more research into the impacts of reverse mortgages on America’s aging population than any other academic. Registrants will have the opportunity to hear about her most recent findings.

Host: Chris Mayer, CEO, Longbridge Financial, LLC, Mahwah, NJ

Presenter:

  • Stephanie Moulton, Associate Professor at the John Glenn College of Public Affairs, The Ohio State University, Columbus, OH
Documents
3:15pm

Executive Committee Roundtable and Annual Business Meeting

NRMLA members must ratify the Nominating Committee Report and formally elect a new Board of Directors for the 2021 term. NRMLA executives will also share updates on the association’s advocacy efforts.

Panelists:

  • Peter Bell, CEO, NRMLA, Washington, DC
  • Jim Cory, CRMP, NRMLA Vice Chairman, Open Mortgage, San Diego, CA
  • Joe DeMarkey, Chairman, Executive Committee, Reverse Mortgage Funding LLC, Milford, MA
  • Steve Irwin, President, NRMLA, Washington, DC
  • Reza Jahangiri, NRMLA Co-Chairman, American Advisors Group, Orange, CA
  • Michael Kent, NRMLA Secretary, PHH Mortgage Corporation dba Liberty Reverse Mortgage, Rancho Cordova, CA
  • Chris Mayer, CEO, Longbridge Financial, LLC, Mahwah, NJ
  • Michael McCully, NRMLA Treasurer, New View Advisors, Naples, FL
  • Scott Norman, NRMLA Co-Chairman, Finance of America Reverse, Austin, TX
  • Robert Sivori, NRMLA Vice Chairman, Celink, Saddle River, NJ
Documents
4:00pm

Keeping The Customer Engaged While Working Remote

Learn sales best practices while working remotely and how Liberty works with originators to help drive success by building rapport over the phone, using technology and how/when to go outside.

Presenters:

  • Judson Lyman, Director of Training/Business Development, Rancho Cordova, CA
  • Alissa Prieto, Liberty Account Executive, Rancho Mission, CA

Sponsored by

Last modified:

Regular Registration Rate

Cutoff Date NRMLA Member Non-Member
Regular Rate
November 13, 2020
$35.00 $150.00

Presenting Patrons

Session Patrons

Supporting Patrons

Media Partners

Details

Start:
11/10/2020 @ 11:00 am
End:
11/12/2020 @ 6:00 pm