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NRMLA Western Regional Meeting

06/06/2023 @ 8:30 am - 5:30 pm

Thank you to everyone who attended the Western Regional Meeting.

Registered attendees can access copies of the PowerPoint slides by following the directions below. Links to the audio recordings will be added at a later date.

Accessing Session Recordings and Slides

  • Login to NRMLAonline.org with your username and password
  • Once you’re logged in, come back to this page and look for the Documents tab located at the top of this page next to the Registration Fees tab
  • Once you click the Documents tab, the session slides will be displayed in the same order they were presented in the agenda.

If you need assistance, please email Darryl Hicks, VP, Communications, at dhicks@dworbell.com.

Show Full Agenda

Tuesday, June 6

Time Description
8:30am

Registration Desk Open (Prefunction Catalina)

9:30am

Advocacy Update: NRMLA’s Leadership Discuss Industry Priorities

NRMLA’s co-chairs, who advocate on your behalf daily, share legislative/policy initiatives, member engagement, and other committee activities.

Presenters:

  • Steve Irwin, President, President, NRMLA, Washington, DC
  • Scott Norman, Vice President, Field Retail & Government Relations at Finance of America Reverse LLC, Austin, TX
10:15am

Update From FHA's HECM Experts

Representatives from HUD’s Office of Single-Family Asset Management discuss post-endorsement reviews, the LIBOR transition, HECM metrics, and other policy news.

Presenters:

  • Kasey Watson, Senior Policy Advisor, HECM Program, Office of Single-Family Asset Management, U.S. Department of Housing and Urban Development, Tulsa, OK
  • Jenny Fingerlin, Acting Program Director, Servicing Branch, National Servicing Center, U.S. Department of Housing and Urban Development, Tulsa, OK

Approved for 1 CRMP Credit

11:00am

Sometimes You Need to Fish Off a New Pier

Growing your business in good times and bad requires periodic reevaluations of potential lead generation opportunities, B2B collaborations, and educational resources that can help get you to where you want to be. In a fun, interactive session, three of the industry’s top trainers share new and fresh ideas to help you succeed in today’s work environment.

Presenters:

  • Sue Haviland, CRMP, National Wholesale Sales Trainer, Finance of America Reverse LLC, Marco Island, FL
  • Jud Lyman, Director, Business Development, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA
  • Jim McMinn, Director of Training, Longbridge Financial LLC, Glastonbury, CT
11:45am

NRMLA Lunch

Special Guest Speaker: Mark Schniepp, Ph.D., California Economic Forecast, Santa Barbara, CA

Economist Mark Schniepp provides a macroeconomic update and overview of U.S. housing market conditions.

Provided by

12:15pm

Special Guest Speaker: Mark Schniepp, PhD, California Economic Forecast

Special Guest Speaker: Mark Schniepp, Ph.D., California Economic Forecast, Santa Barbara, CA

Economist Mark Schniepp provides a macroeconomic update and overview of U.S. housing market conditions.

1:30pm

Regulatory Compliance Update

NRMLA’s outside counsel discusses state and federal regulatory changes that impact reverse mortgage companies.

Presenter:

  • Joel Schiffman, Counsel, Weiner Brodsky Kider PC, Irvine, CA

Approved for 1 CRMP Credit

2:30pm

Reverse Mortgage Servicing Policies and Updates

One of the industry’s top servicing experts addresses parts of the servicing process that frequently generate the most questions.

Presenter:

  • Leslie Flynne, SVP, Reverse Mortgage Servicing, Mutual of Omaha Mortgage

Approved for 1 CRMP Credit

3:30pm

Changing the Conversation to Build Success

Three long-time reverse mortgage sales managers/loan originators share tips about what makes them successful and engage with the audience to create an interactive session where everyone shares ideas for building success.

 Presenters:

  • Scott Harmes, CRMP, Reverse Mortgage Manager, C2 Financial, San Diego, CA
  • Ken Sawan, CRMP, Reverse Lending Sales Manager, Benchmark Mortgage, Brick, NJ
  • Ellen Skaggs, CRMP, HECM Division Manager, Paramount Residential Mortgage Group, Tustin, CA
4:30pm

NRMLA Reception

After a long day of learning, join us for a light reception to wind down and network with your professional peers and vendors. 

Last modified:

NRMLA 2023 Western Regional Meeting

Cutoff Date NRMLA Member Non-Member
Early Registration
May 5, 2023
$150.00 $199.00
Regular Rate
June 5, 2023
$199.00 $249.00
Onsite Registration
June 6, 2023
$225.00 $300.00

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Details

Date:
06/06/2023
Time:
8:30 am - 5:30 pm

Venue

Sonesta Irvine
17941 Von Karman Avenue
Irvine, 92614 United States
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