Welcome to MBA.

Thursday, April 10

Opening General Session Reverse Mortgage Lending and Planning for the Future

Speakers:
Robert E. Story, Jr., CMB, President, Seattle Financial Group
Thomas R. Weakland, Senior Vice President, Program Operations, Ginnie Mae
Joseph C. Bates, Director, Santa Ana Homeownership Center, U.S. Department of Housing and Urban Development

Reverse Mortgages 101: Retail and Wholesale Channels

Speakers:
Jeffrey S. Taylor, CMB, Vice President - Senior Products, Wells Fargo Home Mortgage
Anthony Toro, Managing Director, Sun West Mortgage

Education: The Key to a Successful Reverse Mortgage

Speakers:
Barton Johnson , President & Chief Executive Officer, Life Stage Financial, Inc.
Elaine Eaton, First Vice President - Operations, Financial Freedom Senior Funding Corporation
Jeff F. Klein , Attorney, Wolters Kluwer Financial Services

Getting Approved to Originate FHA/Conventional Reverse Mortgages

Moderator:
Neil Morse, Principal, Morse Communications

Speakers:
Athur Axelson, Partner, Reed Smith, LLP
Kris D. Kully , Of Counsel, K&L Gates

Handouts
Broker and Lender Approvals to Originate Reverse Mortgages
Reverse Mortgage Disclosure and Documentation Requirements

Retail Origination Strategies for Reverse

Speakers:
Shawna Jones , Owner, Shawna James & Associates
Michael J. Odden , Vice President - Reverse Mortgage Product Manager, M&I Marshall and IIsley Bank

Mortgage Fraud: Common Schemes and How to Detect Them

Speakers:
Jeff Gentry , Vice President - Emerging Services, Kroll Factual Data
Jay H. Meadows, Chief Executive Officer & President, Rapid Reporting Verification Company
Joel A. Schiffman , Member, Weiner Brodsky Sidman Kider, P.C.

Constructing and Operating Reverse Mortgage Systems

Moderator:
Harry A. Gardner, Vice President - Industry Technology, Mortgage Bankers Association

Speakers:
Kevin Gherardi , Chief Information Officer, Reverse Mortgage Solutions, Inc.
John Lunde , President, Reverse Market Insight, Inc.
Anthony Toro , Managing Director, Sun West Mortgage Company

Reverse Mortgage Servicing

Moderator:
H. Marc Helm, Chief Operating Officer, Reverse Mortgage Solutions, Inc.

Speakers:
Linda Bridges, Assistant Vice President - Reverse Mortgage Servicing, Wells Fargo Home Mortgage
Ryan LaRose, Senior Vice President - Reverse Mortgage, Celink

Collateral Risk Management: Assuring Collateral Value Today and Tomorrow

Speakers:
Brian Dixon , Product Manager, First American CoreLogic
David D. Rasmussen, Senior Vice President - Sales, Veros Real Estate Solutions

Production Processing-Underwriting Issues

Speakers:
Arthur B. Axelson, Partner, Reed Smith, LLP
Elaine Eaton , First Vice President - Operations, Financial Freedom Senior Funding Corporation
Daniel P. Mooney , Underwriter/HECM Coordinator, U.S. Department of Housing and Urban Development

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
Paul Fiore, World Alliance Financial, DBA Lender Lead Solutions

Friday, April 11

Legislative and Regulatory Roundup

Moderator:
Barton Johnson, President & Chief Executive Officer, Life Stage Financial, Inc.

Speakers:
Margaret Burns , Director, Office of Single Family Program Development, Department of Housing and Urban Development
Scott Norman, Regional Vice President - Retail Sales, Generation Mortgage
Elizabeth Scholz , COO/Executive Vice President, National Reserve Mortgage Lenders Association

Effective Lead Generation Strategies in an Increasingly Competitive Marketplace

Moderator:
Sandeep Kharidhi , Vice President - Analytics, ChoicePoint Precision Marketing

Speakers:
Mary Boston , Chief Marketing Officer, Financial Freedom Senior Funding Corporation
Kenneth Peskin, Chief Operations Officer, World Alliance Financial dba Lender Lead Solutions

Product Development Trends - From Private Label Reverse Mortgages to "Personalizing" HECMs

Speakers:
Lorna M. Neill , Associate, K&L Gates

General Session Current Origination Issues for Reverse Mortgages in Securitization

Moderator:
Norman Edwards, Senior Director, Mortgage Bankers Association

Speakers:
Justin Burch, Senior Marketing Analyst, Ginnie Mae
Patrick Fitzsimonds, Director - Reverse Mortgage Banking, UBS
Jeffrey S. Taylor, CMB, Vice President - Senior Products Group, Wells Fargo Home Mortgage