8:30am |
Registration Desk Open (Prefunction Catalina)
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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
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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

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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
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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

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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.
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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

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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

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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
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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.
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