| 9 - 2pm |
Board of Directors Meeting |
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3 - 4pm |
Gallery
"Government Affairs" Meeting
HUD Committee
State & Local Issues Committee
Congressional Relations Committee
|
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| 8 - 5pm |
Registration |
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8 - 9am |
Continental Breakfast – Exhibit Hall |
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8 - 5pm |
NRMLA Exhibition Hall – Douglas C/D |
|---|
| Elizabeth A | Annie AB | Randle A1-B1 | Emma ABC | Randle D1-E1 | Randle Center |
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| 9am |
Reverse Mortgages 101 (2-hr. session) [1] [5] [7]
Jeff Foody, Equity Point Financial Network
Roger Cresswell, Financial Heritage
Shawna James, MortgageIT
|
Strategic
Relations
Committee |
|
|
Improving Your Direct Mail, PR and Origination Efforts [5]
Patrick Seroka, Seroka & Associates
Sam Collins, Sam Collins Reverse Marketing |
Expanding Your Business Over the Telephone [5]
David Peskin, Lender Lead Solutions |
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| 10:30am |
Reverse Mortgages 101(Cont.) [1] [5] [7]
Shawna James, MortgageIT
Thomas Scabareti, Lender Lead Solutions |
|
Measuring the Secondary Market for Reverse Mortgages [6]
Joe Kelly, Lehman Brothers
Ed Gainor, McKee Nelson
|
Technology Committee
|
Boomerize™ Your Reverse Mortgage Sales [1] [5]
Stephen Kinney, Stephen Kinney & Associates, Inc. |
Employees, Advisors, and Agents in a HECM Transaction [5] [7]
James Milano, Weiner,Brodsky, Sidman, Kider, P.C. |
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| 12 noon |
LUNCH-Exhibit Hall |
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1:15pm |
General Session-Douglas Pavilion AB
Reverse Mortgage Market Perspectives from Industry Leaders [1] [5] [6]
Joe DeMarkey, BNY Mortgage
Bart Johnson, Financial Freedom
Jeffrey Taylor, Wells Fargo Home Mortgage
John Nixon, Bank of America
Political and Regulatory Issues Facing Our Business [4] [7] [8]
Peter Bell, NRMLA
James Brodsky, Weiner, Brodsky, Sidman, Kider, P.C.
|
|---|
| Elizabeth A | Randle A1-B1 | Emma ABC | Randle D1-E1 | Randle Center |
|---|
| 3pm |
Advanced Loan Underwriting (2-hr. session) [5] [7]
Ralph Rosynek, Jr., 1st Reverse Financial Services, Inc.
|
Structured Finance: Analytics and Factors that Drive Loan Pricing [5] [6]
Liz Scholz, NRMLA |
|
Overcoming Objections from Family Members and Advisors [1] [5]
Kevin Murphy, Senior Security Capital |
Modifying Your Company Infrastructure to Accommodate Increasing Loan Volumes [5]
Ken Peskin, Lender Lead Solutions Thomas Martignoni, ReverseVision |
|---|
| 4:30pm |
Advanced Loan Underwriting (Cont.) [5] [7]
Ralph Rosynek, Jr., 1st Reverse Financial Services, Inc.
|
Reverse Mortgage Technology: What Has Developed and What's On the Horizon [2]
Robert Sivori, BNY Mortgage
Robert Yeary, Reverse Mortgage Solutions, Inc.
Chuck Kimball, Mortgage Cadence
Dan McLaughlin, MERS
|
Standards and Ethics Committee |
Stepping Into Your Client's Shoes: Understanding the Aging Process [1]
Erin Westphal, Dept. of Aging, City of Los Angeles |
What Your Client Needs to Know After Their Loan Closes: Common Servicing Issues [1] [5] [7]
Steve Irwin, Financial Freedom
Linda Bridges, Wells Fargo Home Mortgage |
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5:30 - 7pm |
Opening Reception – Exhibit hall
Sponsored by McKee Nelson LLP
|
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| 8 - 5pm |
Registration |
|---|
8 - 9am |
Continental Breakfast – Exhibit Hall |
|---|
8 - 5pm |
NRMLA Exhibition Hall – Douglas C/D
|
|---|
| Elizabeth A | Elizabeth B | Elizabeth C |
|---|
| 9am |
Understanding Ginnie Mae's New HECM Securitization Tool [5] [6] [7]
Justin Burch, Ginnie Mae |
Online Marketing Strategies for Reverse Mortgage Loan Originators [1] [2] [5]
John Seroka, Seroka & Associates
Greg Hayes, Liberty Reverse Mortgage
Stephen Chen, NewRetirement.com
|
Getting Licensed or Approved to Offer Reverse Mortgages in Multiple States [7] [8]
James Milano, Weiner, Brodsky, Sidman, Kider, P.C. |
|---|
| 10:30am |
General Session-Douglas Pavilion AB
Summit with the FHA Commissioner and Other Senior HUD Staff
Brian Montgomery, Assistant Secretary for Housing/Federal Housing Commissioner, U.S. Department of Housing and Urban Development (invited)
|
|---|
12 noon |
LUNCH-Manchester A-F
Featured Speaker: Legendary Actor Robert Wagner
"Lessons Learned from my Promotion of Reverse Mortgages"
Sponsored by Lender Lead Solutions
|
|---|
| Elizabeth A | Elizabeth B | Elizabeth C | Betsy AB |
|---|
| 1:30pm |
Working with Professional Guardians [1] [3]
Bill Smith, Reverse Mortgage Resources
Carin Buckin, All Reverse Title |
Understanding Annuities and How They Fit Into Your Client's Financial Planning [1] [6]
Brett Carter, 1st Mariner Mortgage
|
Staying Compliant with RESPA [5] [7]
Arthur Axelson, ReedSmith
James Brodsky, Weiner, Brodsky, Sidman, Kider P.C.
Regina Lowrie, Sage Reverse Mortgage Group
|
Professional Development Committee
|
|---|
| 3:30pm |
Reverse Mortgage Closing Issues [5]
Chris McLucas, TitleStream |
Alternative Reverse Mortgage Options: Rex, Equity Key and Other Noteworthy Products [1] [6]
William Leversee, EquityKey, LLC
Jeffrey Cusack, Rex & Co.
Lance Wexler, American Life Solutions |
The Tax Implications for Reverse Mortgage Borrowers [1]
James Veal, Security One Lending |
Consumer Issues Committee
|
|---|
| 4pm |
|
|
|
Capital Markets Committee
|
|---|
| 6 - 10pm |
NRMLA's 10th Anniversary Celebration |
|---|
| 7 - 12 pm |
Registration |
|---|
7:30 - 9 am
|
Continental Breakfast – Exhibit Hall |
|---|
8 -12 pm |
NRMLA Exhibition Hall – Douglas C/D |
|---|
8 am |
Douglas Pavilion AB
NRMLA Business Meeting
(Members only) |
|---|
|
General Sessions: Douglas Pavilion AB |
|---|
9:30 am |
Products Roundtable: A Comprehensive Look at Reverse Mortgage
Product Options and Trends [6]
John Nixon, Bank of America
Joe DeMarkey, BNY Mortgage
David Cesario, 1st Reverse Financial Services, LLC
David Peskin, Lender Lead Solutions
Jeff Lewis, Generation Mortgage Company |
|---|
11am |
HECM Counseling Update [1]
Michelle Jones, CCCS of Atlanta |
|---|
12:30pm |
Meeting Adjourns |
|---|