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NRMLA Western Regional Meeting

June 6 @ 8:30 am - 5:30 pm

Join the leading minds in reverse mortgages.

Our upcoming conference on June 6 is a must-attend event for reverse mortgage professionals. Gain a competitive edge in the industry by learning from our expert speakers, who will share insights on the latest trends and developments in reverse mortgages.

From market analysis to loan servicing best practices, this conference covers it all. Plus, network with fellow professionals, share experiences, and discuss strategies for success. With a wide range of informative sessions, this conference is sure to provide value for all attendees.

Don’t miss out on this opportunity to stay ahead of the curve in the rapidly evolving world of reverse mortgages.

Registration Instructions

To register for this event, please follow these instructions:

  • Click the “Register Now” link that appears in the right-hand column.
  • You will be prompted to log in with your username and password. If you don’t have a username and password, please contact Darryl Hicks at dhicks@dworbell.com, and he will create a customer record for you to complete the registration process.
  • Once you’re logged in, select NRMLA Western Regional Meeting and follow the registration prompts.
  • When you reach the payment page, you’ll be prompted to select “I am not a robot” before you can submit your credit card information.

Sponsorship Opportunities

NRMLA will be offering an assortment of sponsorship packages that will put you front and center before the key decision-makers in the reverse mortgage industry. For more information, contact Natalie Matter Bellis, Account Executive at YGS Group, at 717-580-8184 or by email at Natalie.MatterBellis@YGSgroup.com. 

Hotel Room Block

NRMLA has reserved a block of rooms at the Sonesta Irvine at the special discounted rate of $189 per night. Make a reservation online or call the hotel directly at 949-863-1999. Please be advised that the deadline to receive the group rate is May 15, 2023. 

Guests making reservations at the Sonesta Irvine in NRMLA’s room block must register for the conference within two weeks of making their reservation or risk having their room reservation canceled at NRMLA’s discretion.

For administrative reasons, NRMLA no longer allows individuals to reserve multiple rooms under a single name.

Meeting Cancellation Policy

All conference cancellation requests must be received by emailing Hannah Sievers at hsievers@dworbell.com. A $20 cancellation fee will be applied to all cancellation requests received on or before May 8, 2023. A $50 cancellation fee will be applied to all cancellation requests received between May 9 and May 23, 2023. No refunds will be issued for cancellation requests received on or after May 24, 2023.

Questions?
Email Hannah Sievers, Membership Services Coordinator, at hsievers@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 (Agenda times and topics subject to change)

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
  • Michael Kent, President, PHH Mortgage Corp. dba Liberty Reverse Mortgage, Rancho Cordova, CA
  • Scott Norman, Vice President, Field Retail & Government Relations at Finance of America Reverse LLC, Austin, TX
10:15am

Update From FHA's HECM Experts (Agenda times and topics subject to change)

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 (Agenda times and topics subject to change)

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 (Agenda times and topics subject to change)

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 (Agenda times and topics subject to change)

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 (Agenda times and topics subject to change)

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
Register Now

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Details

Date:
June 6
Time:
8:30 am - 5:30 pm

Venue

Sonesta Irvine
17941 Von Karman Avenue
Irvine, 92614 United States + Google Map
View Venue Website