Thursday, October 2, 2008

Opening General Session
Creating a Win-Win with Reverse Mortgage Lending

Moderator:
Regina M. Lowrie, CMB, President and Chief Executive Officer, Vision Mortgage Capital, LLC

Speakers:
David Certner, Legislative Counsel and Legislative Policy Director, AARP, Government Relations and Advocacy
Brian D. Montgomery, Assistant Secretary for Housing/Federal Housing Commissioner, U.S. Department of Housing and Urban Development
Joseph J. Murin, President, Ginnie Mae

Going Forward in Reverse Lending

Speakers:
Kris Kully, Of Counsel, K&L Gates
Kenneth L. Peskin, Chief Operations Officer, World Alliance Financial dba Lender Lead Solutions
Robert R. Scott, First Vice President-National Wholesale Sales, Financial Freedom Senior Funding Corporation

Reverse Mortgage Lending for Beginners

Speakers:
Nicholas L. Buscaglia, Group Vice President, M & T Bank Corporation
David Hickey, First Vice President, Mortgage Lending Group, Financial Freedom Senior Funding Corporation
Anthony Toro, Managing Director, Sunwest Mortgage Company

Concurrent Sessions

Untested Waters: Risk Management in Reverse Mortgages

Moderator:
Ann Fulmer, Vice President, Interthinx

Speakers:
Jeffrey Birdsell, CMB, First Vice President, Secondary Marketing and Product Development, Financial Freedom Senior Funding Corporation
A. Michelle Canter, Partner, Franzen and Salzano, P.C.

The Reverse Mortgage Servicing Challenge

Moderator:
Christopher M. Witeck, Partner, Buckley Kolar LLP

Speakers:
Linda Bridges, Assistant Vice President, Reverse Mortgage Servicing, Wells Fargo Home Mortgage
Joe Kelly, Partner, New View Advisors
Carol Norton, First Vice President, Servicing, Financial Freedom Senior Funding Corporation
Mary Riski, Vice President, MetLife Bank, NA

Luncheon Speaker
Honorable Kenneth M. Donohue, Inspector General, U. S. Department of Housing and Urban Development

Cultivating Effective Lead Generation and Conversion Strategies across a Competitive Landscape

Speakers:
Sandeep Kharidhi, Consulting Leader, Acxiom Corporation
Jesse Passafiume, Vice President of Wholesale, Genworth Financial

Getting Approved to Originate FHA/Conventional Reverse Mortgages

Moderator:
Neil J. Morse, Principal, Morse Communications

Speakers:
Ken Austin, President, Reverse Mortgage Solutions, Inc.
Arthur B. Axelson, Partner, Reed Smith, LLP
Shawna James, Executive Vice President, Legacy Home Financing

Second General Session
Legislative and Regulatory Roundup

Moderator:
Robert M. Couch, CMB, General Counsel, HUD, U.S. Department of Housing and Urban Development

Speakers:
Meg Burns, Director of the Office of Single Family Program Development, Federal Housing Administration
Nanci L. Weissgold, Partner, K&L Gates

Friday, October 3, 2008

Third General Session
Counseling Update and Options for Consumers: A Must Have for Prudent Lending

Speakers:
Jane C. Dwight, Managing Partner, Concentrance Consulting Group Inc.
Daniel Fenton, Senior Housing Director, Money Management International (MMI)

Concurrent Sessions:

Technology for Growing in Reverse

Moderator:
Jonathan Gordon, Vice President, Operations, Value Financial

Speakers:
Steve Antini, Attorney at Law, ReverseDocuments
Nelson Locke, President, Value Financial
Thomas Martignoni, President, ReverseVision

What You Should Know if You are Considering Investing in a Reverse Mortgage Lender or Reverse Mortgage Portfolio

Speakers:
Luther A. Bell, Operations Manager, Reverse Mortgage, Fannie Mae
Geoffrey A. Oliver, CMB, Chief Executive Officer / Managing Partner, Hilltop Advisors, LLC
Ralph Rosynek, President, 1st Reverse Financial Services, LLC

Fourth General Session
State Elder Abuse Statutes: The Risks and What Reverse Mortgage Lenders Need to Know

Moderator:
Thomas J. Cunningham, Partner, Locke Lord Bissell & Liddell LLP

Speakers:
J. Matthew Goodin, Attorney, Locke Lord Bissell & Liddell LLP
Nina Huerta, Attorney, Locke Lord Bissell & Liddell LLP

Certificate of Professional Education Application

Sponsors
Financial Freedom Senior Funding Corporation
First American
Celink
Liberty Reverse Mortgage
Reverse Mortgage Solutions, Inc.
1st Reverse Financial Services, Inc.
James B. Nutter & Company
Proctor Financial, Inc.
ReverseVision
Senior Lending Network
Title Professionals of Florida
XL Dynamics, Inc.