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NRMLA Southern Regional Meeting

07/13/2023 @ 9:30 am - 5:00 pm

Thank you to everyone who attended the Southern Regional Meeting.

Registered attendees can access copies of the PowerPoint slides and audio recordings by following the directions below.

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

Thursday, July 13

Time Description

Registration Desk Open

The registration desk will be open from 8:00 am to 5:00 pm in the Capital B area.


Advocacy Update: NRMLA’s Leadership Discuss Industry Priorities

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


  • Steve Irwin, President, President, NRMLA, Washington, DC
  • Mike Kent, President, PHH Mortgage/Liberty Reverse Mortgage, Rancho Cordova, CA
  • Scott Norman, Vice President, Field Retail & Government Relations, Finance of America Reverse LLC, Austin, TX

Analysis and Insights Into the HECM Program

One of the industry’s top consultants discusses the impact that Financial Assessment is having on the health of the HECM program and other insightful observations.


  • Joe Kelly, Partner, New View Advisors, New Providence, NJ





The Public’s Perception of Home Equity In Retirement

Mutual of Omaha’s insurance division recently surveyed its customers about a range of issues, including reverse mortgages. Our presenters share the results and compare them with focus group research conducted by NRMLA a decade ago to see what has and has not changed.


  • Shelley Giordano, Enterprise Integration, Mutual of Omaha Mortgage, Washington, DC
  • Melinda Hipp, CRMP, Area Sales Manager, Mutual of Omaha Mortgage, San Antonio, TX
  • Steve Irwin, President, President, NRMLA, Washington, DC

Regulatory Compliance Update

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


  • Jim Brodsky, Partner, Weiner Brodsky Kider PC, Washington, DC

Approved for 1 CRMP Credit


NRMLA Lunch Featuring Special Guest Larry Temple

Special Guest: As we approach the 60th anniversary of the assassination of President John F. Kennedy, NRMLA Co-Chairman Scott Norman will interview Larry Temple, former White House Special Counsel to President Lyndon Johnson, and Executive Assistant to Texas Governor John Connally, who has insights about the events leading up to the President’s visit to Texas, and what happened afterward, that very few people in the world have.

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Pro-Tips: Appraisal Bias

The U.S. Department of Housing and Urban Development has made reducing appraisal bias a top priority. Whether or not you agree that appraisal bias is an issue, it’s possible that some of your reverse mortgage clients will raise concerns and you need to be able to address them. Our presenters will offer tips on how to do just that.  

  • Facilitator: Elly Johnson, Co-Chair, NRMLA HUD Issues Committee, and President, All Reverse Pro, Hiram, GA
  • Presenter: Erik Morin, President, Atlas VMS, Inc., Miami, FL

Approved for 1 CRMP Credit




Quick Snapshot of the Economy

Local economist Clare Losey provides a macroeconomic update and overview of U.S. and Texas housing market conditions.


  • Clare Losey, Housing Economist, Austin Board of REALTORS®, Austin, TX





Pro Tips: What Loan Officers Need to Know About Servicing

Servicing is a critical, yet misunderstood, part of the reverse mortgage process. Use this opportunity to better understand servicing policies and timelines, so that you can better inform your clients and their families.


  • Gail Balettie, SVP, Borrower Care and HUD & Investor Relations, Celink, Austin, TX
  • Richard Burke, SVP Servicing, Vendor Risk Management & Post Closing, Longbridge Financial LLC, Houston, TX
  • Mindy Clarke, Partner, Robertson, Ancschutz & Schneid, Boca Raton, FL
  • Rex Lamb, Manager, Risk Department, Celink, Austin, TX

Approved for 1 CRMP Credit


Pro Tips: Loan Originator Roundtable

In this free-flowing discussion, three experienced loan officers/sales managers share tips about their approach to selling reverse mortgages and what makes them successful.


  • Allen Chao, CRMP, Vice President, Inside Sales, Longbridge Financial LLC, Houston, TX
  • Loren Riddick, CRMP, National Director of Reverse Lending, Thrive Mortgage, Alcoa, TN
  • Bruce Simmons, CRMP, Reverse Mortgage Manager, American Liberty Mortgage, Denver, CO



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. 


Conference ends

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NRMLA Southern Regional Meeting

Cutoff Date NRMLA Member Non-Member
Early Registration
June 16, 2023
$199.00 $250.00
Regular Rate
July 12, 2023
$250.00 $300.00
Onsite Registration
July 13, 2023
$275.00 $350.00

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9:30 am - 5:00 pm


The Stephen F. Austin Royal Sonesta
701 Congress Ave
Austin, Texas 78701
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