2020 Virtual Annual Meeting Conference Book

www.nrmlaonline.org 2020 Annual Conference 11 Agenda 2:30 pm 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: Christopher 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 3:15 pm 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, NRMLA 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, 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 4:00 om 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 :

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