Loading Events

« All Events

2020 Virtual Annual Meeting & Expo

November 10 @ 11:00 am - November 12 @ 6:00 pm

Shape the future of the reverse mortgage business, and help us improve the borrower experience, by adding your voice to the discussions taking place at the most important reverse mortgage industry event of 2020 — NRMLA’s Annual Meeting.

This is the best possible opportunity all year to hear from, and engage with, regulators, industry leaders and top sales professionals.  

NRMLA’s Annual Meeting & Expo provides the best possible forum for business owners, loan originators, counselors, servicers and other critical staff to network and to discuss timely issues that are impacting their businesses and to get industry advice from subject matter experts.

Get your CRMP continuing education credits. Network with industry leaders. And come together to improve the reverse mortgage experience.

Registration Instructions 

  1. Click the Register Now box and login with your username and password. If you don’t know your username and password, email Darryl Hicks, at dhicks@dworbell.com.
  2. Once you’re logged in, select Virtual Annual Meeting & Expo as your registration option. Click Continue.
  3. On the next page, please confirm your contact information. If it has changed, please update otherwise click Continue. 
  4. On the payment page, please pay by credit card or check and submit your registration. If you have any problems, please email dhicks@dworbell.com.

Sponsor/Exhibitor Opportunities

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

Download sponsor information. 

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


Test Your “Virtual” Golf Skills

NRMLA and our sponsor Bay Docs, LLC have teamed up with World Golf Tour (WGT) and Top Golf to provide a unique virtual golf experience from the comfort of your own home. You will have 4 days to complete your round of golf, anytime from November 6th through November 9th.

Reserve your spot for just $14.99 and register today.


1st place – $300 Amazon Gift Card
2nd Place – $200 Amazon Gift Card
3rd Place – $100 Amazon Gift Card
Last place – $75 Amazon Gift Card

Winners will be announced during the reception on Wednesday, November 11, in conjunction with NRMLA’s Virtual Annual Meeting.  

Invite your colleagues and friends to join in this fun experience. Participants do not need to be a NRMLA Annual Meeting registrant to participate. Space is limited to 250 virtual golfers.


Show Full Agenda

Tuesday, November 10

Time Description

Day 1 Preliminary Agenda (11:30 am to 5:00 pm Eastern)

  • Allegiant Reverse Services Presenting Patron Session sponsored by 
  • Welcoming Remarks From NRMLA President Steve Irwin
  • Transitioning From LIBOR. Description: 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.
    • Joe DeMarkey, Reverse Mortgage Funding LLC, Milford, MA
    • Michael McCully, New View Advisors, Naples, FL
    • Others to be announced
  • Break
  • Election Recap With NRMLA’s Legislative Team. Description: 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, Finance of America Reverse, Austin, TX
    • David Horne, David L. Horne, LLC, Washington, DC
    • Melody Fennel, Fennel Consulting, Washington, DC
    • Scott Olson, Olson Advocacy, Arlington, VA
  • Break
  • Knowing the Rules of the Game: Part 2. Description: 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.
    • Craig Barnes, CRMP, Reverse Mortgage Funding, LLC, New Windsor, NY
    • Dan Hultquist, CRMP, Finance of America Reverse, Canton, GA
    • Jim McMinn, Longbridge Financial, LLC, Glastonbury, CT
  • Equitable Aging in America: Issues and Trends. Description: 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, which she will discuss during this session. 
    • Special Guest Speaker: Ramsey Alwin, President & CEO, National Council on Aging, Arlington, VA
  • Longbridge Financial Presenting Patron Session sponsored by

Wednesday, November 11

Time Description

Day 2 Preliminary Agenda (11:30 am to 5:30 pm Eastern)

  • Reverse Mortgage Funding Presenting Patron Session sponsored by

  • Navigating Compliance Changes. Description: 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. 
    • Jeffrey Birdsell, ReverseVision, San Diego, CA
    • Jim Milano, Weiner Brodsky Kider PC, Washington, DC
  • Break
  • Maximizing Conversion Conversations: Cracking The Code. Description: 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?
    • Tabatha Addison, American Advisors Group, Orange, CA
    • Steven Sless, Primary Residential Mortgage, Owings Mills, MD
  • The CARES Act: COVID-19 and Borrower Resources. Description: 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.
    • Gail Balettie, Celink, Austin, TX
    • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX
    • Michael Kressin, Champion Mortgage, Irving, TX
    • Karen Tankersley, Finance of America Foundation, Dallas, TX
  • Break
  • Rapid Fire: NRMLA’s Dirty Dozen. Description: 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. 
    • Lorraine Geraci, Finance of America Reverse, Naples, FL
    • Jud Lyman, Liberty Reverse Mortgage, Rancho Cordova, CA
  • Rapid Fire: Counseling. Description: 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.
    • Jennifer Cosentini, Cambridge Credit Counseling, Agawam, MA
    • Mohan Lalwani, ReverseMortgageHelper.org/DebtHelper.org, West Palm Beach, FL
    • Melinda Opperman, Springboard Nonprofit d/b/a credit.org, Riverside, CA
  • Rapid Fire: What Does Industry Penetration of 2.3% Mean? Why Does It Matter? Description: The reverse mortgage industry’s top data depository will offer data-driven insights on market opportunities across the country.
    • John Lunde, Reverse Market Insight, Inc., Dana Point, CA
    • Jon McCue, Reverse Market Insight, Inc., Dana Point, CA
  • Virtual Reception. Description: Use this opportunity to catch up with your friends and colleagues in the reverse mortgage industry and hear the winners of NRMLA’s Virtual Golf Tournament sponsored by Bay Docs LLC. If you’re not registered yet, reserve your spot by registering here.

Thursday, November 12

Time Description

Day 3 Preliminary Agenda (11:30 am to 5:00 pm Eastern)

  • Finance of America Reverse Presenting Patron Session sponsored by

  • HECM Update From Key FHA Staff. Description: 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
    • 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
  • Current Reverse Mortgage Research. Description: 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.
    • Stephanie Moulton, Associate Professor at the John Glenn College of Public Affairs, The Ohio State University, Columbus, OH
  • Break
  • Three Approaches to Success as a Reverse Mortgage Originator. Description: Three top producers share ideas for what makes them successful at originating reverse mortgages.
    • Matt Harrison, loanDepot, South Jordan, UT
    • Christina Harmes, CRMP, C2 Financial Corporation, San Diego, CA
    • Loren Riddick, CRMP, Thrive Mortgage LLC, Alcoa, TN
  • Break
  • Executive Committee Roundtable and Annual Business Meeting. Description: 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.
  • Liberty Reverse Mortgage Presenting Patron Session sponsored by


Last modified:

Regular Registration Rate

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

Presenting Patrons

Session Patrons

Supporting Patrons

Media Partners


November 10 @ 11:00 am
November 12 @ 6:00 pm