Day Two

Breakouts - Close Simple Sponsored Room - Let's Talk About Everything Except Title [How the past 30+ Yrs of Real Estate affect the Consumer & Title Today] 8:30am-9:15am EST

Let's Talk About Everything Except Title [How the past 30+ Yrs of Real Estate affect the Consumer & Title Today]

View Session
Overview

This session steps out of the title industry to tell the colorful (and often unknown) story of the past 30+ years of the overall Real Estate Industry - and what that could mean for the title industry today.

With a similar format to your favorite NPR show or late night tv with Jimmy Fallon, Marvin Stone & Bill Svoboda will feature special guests & interviews with some of the most impactful names outside of this industry to tell the story, create a dialog and spark new ideas to take your business to the next level.
Agenda and Speakers

Marvin Stone, Senior Vice President, Stewart Title
Bill Svoboda, Entrepreneur, CloseSimple
Shawn Murphy, SVP, National Account Manager, Radian Title Services (Moderator)

Breakouts - Old Republic Sponsored Room - New Developments and Do’s and Don’ts Regarding Lead Generation, Co-op Advertising, and ASAs 8:30am-9:15am EST

New Developments and Do’s and Don’ts Regarding Lead Generation, Co-op Advertising, and ASAs

View Session
Overview

Lead Generation is growing and becoming ubiquitous.  Yet there are important RESPA and privacy compliance considerations that participants should be aware of and observing.  At the same time, lead generation programs Entrepreneur are sometimes mixed with various types of advertising agreements which, depending on the precise formula, could be problematic.  Come hear all this and more from industry experts Jen Keas and Jay Varon.
Agenda and Speakers

Jay Varon, Esq., Partner, Foley & Lardner, LLP
Jen Keas, Esq., Partner, Foley & Lardner, LLP
Loretta Salzano, Esq., Partner, Franzen & Salzano (Moderator)

Breakouts - First American Sponsored Room - eNotary and eClosings: CyberSecurity and Privacy Concerns 8:30am-9:15am EST

eNotary and eClosings: CyberSecurity and Privacy Concerns

View Session
Overview

An overview of the impact of regulatory requirements and laws specific to GLBA, CCPA, GDPR, etc. and discussion of cybersecurity threats and concerns.
Agenda and Speakers

Kim Smathers, Head of Information Security & Compliance, Snapdocs
Jaime A Kosofsky, Partner, Brady & Kosofsky (Moderator)

Breakouts - Title Alliance Sponsored Room - Vendor Management for Stronger Partnerships 9:45am-10:30am EST

Vendor Management for Stronger Partnerships

View Session
Overview

This session will discuss the importance of creating genuine relationships with industry partners by changing your approach to be more authentic in who you are and more vulnerable about what you want in order to build lasting trust.
Agenda and Speakers

Lindsay Smith, Chief Strategy Officer, Title Alliance, Ltd.
Jim Campbell, Chief Executive Officer, Title Alliance, Ltd.
Maria Deligiorgis, General Counsel & Compliance Office, Title Alliance, Ltd. (Moderator)

Breakouts - Fidelity Sponsored Room - Match Making In the Title Industry: Finding The Perfect Acquisition for Your Company 9:45am-10:30am EST

Match Making In the Title Industry: Finding The Perfect Acquisition for Your Company

View Session
Overview

The title industry is poised to see one of the greatest generational turnovers of agency ownership in its history. Many Baby Boomer-era title agency owners seek to develop succession plans and to monetize the value of their agencies. In many states, the average age of the title insurance professional is in the mid-50s, with owners' average age being even older. Over the next several years, this transition of current agency owners creates a unique opportunity for agencies and would-be affiliated settlement services business, such as brokerages and mortgage lenders, to acquire title and settlement agencies, and develop the vertical service integration. This presentation will explore how title agencies can use this transitional opportunity to expand their current footprint and gain market share in existing markets. We will also discuss how brokerage and mortgage companies who want to develop an affiliated business model can locate, value and acquire an existing title agency and build affiliate referrals on the foundation built by the selling ownership group.
Agenda and Speakers

Patrick Smith, Founder & CEO, Title Success Solutions
Marcus Hunt, Co-Founder, South Oak Title (Moderator)

Breakouts - Old Republic Sponsored Room - Regulatory Compliance for Home Builders 9:45am-10:30am EST

Regulatory Compliance for Home Builders

View Session
Overview

As participants in affiliated business arrangements, home builders certainly must comply with the same laws as other settlement service providers. However, unlike other settlement service providers, the primary business of home builders is unregulated. Hear from senior attorneys who are deeply experienced in helping home builders - as both participants in affiliated business arrangements and owners of regulated businesses - analyze and measure regulatory risk. They will discuss some of the unique business considerations home builders must factor in as they balance potential risks and rewards in a constantly shifting regulatory environment.
Agenda and Speakers

Gil Rudoph, Shareholder, Greenberg Traurig LLP
Jeff Howeth, Former General Counsel, North American Title Group
Bud Moscony, Executive Vice President, Inspired Title (Moderator)

Breakouts - CSC Sponsored Room - Technology Shaping Our Industry 11:00am-11:45am EST

Technology Shaping Our Industry

View Session
Overview

A timely and engaging discussion about how technology is reshaping the real estate industry at an accelerating pace. This session will include examples of how to leverage technology to improve the customer experience, operational efficiencies, and your security framework. The session will end with a review of software to help manage (1) best practices and increase network and funds transfer security, and (2) faster, secure and more collaborative closings.
Agenda and Speakers

Ian Group, Head of Customer Success, ProDeal360
Thomas Cronkright, CEO, CertifID
Patrick Janson, COO, ProDeal360

Breakouts - First American Sponsored Room - Cyber Risk: The Intersection with Vendor Management & How to Effectively Navigate the Risk of New Products and Technology 11:00am-11:45am EST

Cyber Risk: The Intersection with Vendor Management & How to Effectively Navigate the Risk of New Products and Technology

View Session
Overview

As the industry continues to see new technology that changes the way we interact with our clients creating automated and seamless business processes, your Company’s cyber risk is likely increasing. Identifying opportunities to create an effective and cohesive risk management process is critical for regulators, investors, agencies, and business partnerships. During this session, our panel will focus on the cyber risk environment within the industry, emerging technologies, and how to mitigate your cyber risk through your vendor risk management process. The session will aim to provide practical advice on navigating the regulatory and legal landscape, and offer a case study.
Agenda and Speakers

Melissa Goode, Director Rick & Compliance & Corporate Counsel, Atlantic Bay
Jessica Swink, Digital Presence Manager, Atlantic Bay
Amanda Tucker,Chief Risk & Compliance Officer, Atlantic Bay (Moderator)

Breakouts - ShortTrack Sponsored Room - RESPA Compliance in a Pandemic and Post Pandemic World 11:00am-11:45am EST

RESPA Compliance in a Pandemic and Post Pandemic World

View Session
Overview

This session will cover the basic requirements of Section 8 and Section 9 as we most often see these issues arise in today's real estate, mortgage and title insurance businesses. That would include topics such as advertising arrangements, affiliated business arrangements, and new fintech/iBuyer programs where the investors are the title holders of properties.
Agenda and Speakers

Holly Spencer Bunting, Partner, Mayer Brown
Phil Schulman, Partner, Mayer Brown
Brian Levy, Of Counsel, Katten Temple (Moderator)

Breakouts - Qualia Sponsored Room - Winning the Race Toward Efficiency, Security, and Cross-Collaboration with the Real Estate Cloud 1:45pm-2:30pm EST

Winning the Race Toward Efficiency, Security, and Cross-Collaboration with the Real Estate Cloud

View Session
Overview

In the past few years, “the cloud” has touched nearly every industry. Now, it’s real estate’s turn to take advantage of the benefits of cloud-based technology. From increasing efficiency in collaboration to providing scalability and flexibility, cloud-based technologies in real estate have the opportunity to transform the industry.
Agenda and Speakers

Max Lamb, Business Development, Qualia
Jeff Medley, Head of Operations, LemonBrew Abstract (Moderator)

Breakouts- Old Republic Sponsored Room - Top Down AfBA Compliance Demands: The Impact of Principal and Client Compliance Demands on AfBAs and Other Recent Developments 1:45pm-2:30pm EST

Top Down AfBA Compliance Demands: The Impact of Principal and Client Compliance Demands on AfBAs and Other Recent Developments

View Session
Overview

Hear from three of the industry’s leading compliance experts and RESPA attorneys on the rapidly changing terrain of AfBA compliance demands originating from sources other than the government and the practical ramifications for your AfBA.
Agenda and Speakers

Francis “Trip” Riley, Partner, Saul, Ewing, Arnstein & Lehr
Marx Sterbcow, Partner, Sterbcow Law Group
Jackie Mohr, Assistant General Counsel, Zillow Group
Chuck Cain, Executive Vice President, WFG National Title (Moderator)

Breakouts - SMS/GreenFolders Sponsored Room - Notable Class Action Developments That Should Guide Your Programs and Litigation Defenses 1:45pm-2:30pm EST

Notable Class Action Developments That Should Guide Your Programs and Litigation Defenses

View Session
Overview

With CFPB enforcement in the RESPA arena waning, private class actions are making a comeback. Moreover, there are important developments occurring with respect to the procedural side of class actions, including continued developments with respect to reliance on the statute of limitations, class action stacking, class action settlements, and class certification criteria and procedures. These issues may vary across different areas of the country.  Learning about these developments and considering them as you develop your business programs and alliances should be on the top of your To-Do list.

Agenda and Speakers

Jay Varon, Esq., Partner, Foley & Lardner, LLP
Jen Keas, Esq., Partner, Foley & Lardner, LLP
Phil Schulman, Partner, Mayer Brown (Moderator)

Breakouts - Old Republic Sponsored Room - It Will Never Happen To Me- | But Are You Ready For It When It Does 3:00pm-3:45pm EST

It Will Never Happen To Me- But Are You Ready For It When It Does

View Session
Overview

On July 5 2019 at 1245am, the main office of Brady & Kosofsky (which housed our servers, phone systems, accounting department and closing rooms), was gutted by a fire which started after a lightning strike. The fire was extinguished by 330am. All original data on our on premises servers was lost in the fire. The firm was able to conduct business by normal open of business. By lunchtime the Firm was operating at almost 80% capacity. The office was a total loss, however no data was lost, no documentation was lost, and very little business was interrupted. Take a unique look into the Policies and Procedures which drove this miraculous recovery, Take a look at the original Business Continuation Plan which was use, and the resulting plan which has emerged since the fire.
Agenda and Speakers

Jaime A Kosofsky, Partner, Brady & Kosofsky
Brittany Sawyer, Members & Communications Director, RESPRO

Breakouts - Radian Sponsored Room - I Just Got Subpoenaed for RESPA Related Information. Now What? 3:00pm-3:45pm EST

I Just Got Subpoenaed for RESPA Related Information. Now What?

View Session
Overview

Whether you are settlement service provider or a vendor to the industry, lawsuits, investigations and enforcement actions produce subpoenas for all kinds of information you normally would not share. This includes CFPB CID’s, state and federal regulator investigations as well as private litigation. All of these can demand information that may be difficult to gather, confidential, proprietary or highly sensitive. Proper response requires a careful review and knowledge of what you are sending as well as foresight as how the information may be used. In this panel you will hear from attorneys and clients focused on RESPA sensitive relationships about the processes they undertake to negotiate the scope of information requested, anticipate compliance questions and to mitigate time, risk and cost in responding.
Agenda and Speakers

Nancy Temple, Partner, Katten Temple
Mark Meyer, Founder & CEO, MLINC Solutions
Brian Levy, Of Counsel, Katten Temple (Moderator)

Breakouts - 1031 Sponsored Room - The Future of the Ibuyer 3:00pm-3:45pm EST

The Future of the Ibuyer

View Session
Overview

An in depth review of the ibuyer model and the legal issues surrounding the process.
Agenda and Speakers

Tonia C Sellers, Managing Partner, Weissman Law
Ashley Cook, Chief Executive Officer, ZOCCAM
Lynette Hale-Lee, VP, Western Regional Manager, Wintrust Mortgage (Moderator)

Closing General Session - Industry Leaders Address COVID 4:15pm-5:00pm EST

Industry Leaders Address COVID

View Session
Agenda and Speakers

Duffy Hanna, President, Howard Hanna Financial Services
Rob Zellar, Vice President & Manager Corporate Development, Old Republic Title
Nancy Warner, Vice President/Sales Manager, Fidelity National Title
Ken Trepeta, President & Executive Director, RESPRO (Moderator)