Agenda

Tech Tools for Tomorrow

• • 12:00 – SoftPro
  • 12:15 – Rynoh
  • 12:30 – Qualia
  • 4:15 – Proplogix
  • 4:45 – MaestroX
  • tbd – AtClose
  • tbd – CloseSimple

General Session – From Token to Title: Applying Cryptocurrency for Real Estate Opportunities

Cryptocurrency is rapidly moving from concept to closing table—and its implications for real estate professionals are too significant to ignore. This session begins with a timely update from the homebuilder perspective, offering insight into current market conditions, development trends and the ongoing challenges impacting housing supply.

Building on that foundation, we’ll explore how digital assets and blockchain technology are entering the real estate ecosystem—from tokenized assets and crypto-backed purchases to emerging payment models. Through real-world examples and practical insights, you’ll gain a clearer understanding of how cryptocurrency can be applied within today’s transactions and where they may create new opportunities.

We’ll conclude by examining the bigger picture: the potential role of cryptocurrency in addressing housing affordability. Can these technologies unlock new pathways to ownership or expand access to capital in meaningful ways? Alongside the opportunities, we’ll also touch on the operational, regulatory and security considerations that come with adoption.

Whether you’re looking to stay informed or explore new strategies, this session will help you connect the dots—from market realities to emerging technology to the future of housing access.

Zach Ipour, Co-founder, Megatel Homes and MegPrime

Operational AI: Where Strategy Becomes Execution | Innovation by Intent

Three innovative leaders share how they are effectively using artificial intelligence to improve their business.

Patrick Curry, President, Allegiance Title
Khurram Iftikhar, VP Product Management and Design, Rocket
Robert Zwink, CTO & Co-Founder, Razi

The Federal Shift: Regulatory Changes Reshaping the Industry | Policy to Practice

Discover how recent federal regulatory changes are shaping the industry’s path forward. Examine the latest regulatory actions with key industry experts while exploring ways to stay prepared and proactive.

John Levonick, General Counsel, MAXEX LLC
David Friend, Owner, Friend Mortgage Consulting
Francis “Trip” Riley, Partner, Saul Ewing
Marx Sterbcow, Managing Attorney, Sterbcow Law Group

Competitive Strategies to Strengthen Market Position | Innovation by Intent

In a shifting market, standing still isn’t an option. This session will explore four proven competitive strategies you can use to respond to market pressure, differentiate your business and drive sustainable growth. Gain practical and actionable techniques to sharpen your value proposition, strengthen client relationships and position your organization more strategically in today’s competitive landscape. Walk away with smart, achievable approaches you can implement immediately to improve your standing in the marketplace and build long-term resilience.

Susan Green, Head of Marketing, Branding and Communications, Ardán
Leslie Wyatt, Director of Regulatory Compliance, SoftPro

General Session – Coming Soon!

Power Hour on the Exhibitor Floor

Staying ahead in today’s fast-paced world means keeping up with the latest technology and business solutions designed to tackle your daily challenges. That’s why we’ve created the Power Hour—your dedicated time to connect with top solution providers on the exhibitor floor. Take advantage of this opportunity to explore cutting-edge innovations, network with industry leaders and stay informed on the latest developments—all without missing a single educational session. Don’t miss this chance to power up your knowledge and stay ahead of the curve!

State Regulator Panel | Policy to Practice

Join a thoughtful conversation with state regulators as they address how compliance expectations are evolving. The discussion encourages meaningful audience engagement and real-world questions. Regulators will offer perspective on current priorities and how oversight is changing. The focus is on collaboration to feel more prepared for what lies ahead.

Susan Nicolson, Commissioner, Arizona Department of Real Estate
Jim Payne, Deputy Commissioner, Kansas Office of the State Bank Commissioner
– additional invites are pending approval

Train It. Prove It. Improve It. | Resilience by Design

Before systems are tested or risks are exposed, resilience is built in how teams are trained, how knowledge is shared, and how accountability shows up every day. This opening session focuses on putting strong, repeatable practices in place to reduce operational and compliance risk before errors affect consumers or gaps draw scrutiny. You’ll take a clear-eyed look at how prepared your organization really is, not in theory, but in day-to-day execution. Through real-world examples and peer insight, you’ll uncover where training, documentation, or communication can quietly break down under pressure and create risk.

Jaime Kosofsky, Founding Partner, Brady & Kosofsky, PA

Technology Forum | Aligned in Action

Join this forum designed for open dialogue about how technology is transforming operations and shaping customer experience. Through shared insights and real-world examples, we’ll examine its industry-wide impact, explore emerging opportunities and identify practical ways to turn ideas into action.

Charlotte Brown, VP of Product, Qualia
Rick Diamond, VP of Information Technology, Agency Operations, Fidelity National Financial

How I Would Hack Your Title Agency | Innovation by Intent

What if a hacker mapped out your operation today? Where would they start — your email, vendors, wire processes or employees? This session pulls back the curtain on how cybercriminals actually target title agencies. Through real-world scenarios and live walkthrough examples, you’ll see how attackers identify weaknesses, exploit common habits and move quickly toward financial fraud or data theft. More importantly, you’ll learn how to stop them. Walk away with practical safeguards and smarter processes to reduce risk and strengthen your agency’s security posture.

Matt Lee, Founder/CEO, CyberMattLee, LLC

Spotting Risk and Building Audit-Ready Systems | Resilience by Design

You’ll step inside the regulator’s perspective to see exactly what draws scrutiny and what red flags to avoid. You’ll walk away with practical strategies you can apply immediately to keep your team audit-ready, reduce risk, and prevent surprises. Leave knowing not just what compliance looks like on paper, but how to create a frameworks that hold up under pressure.

Chuck Myers, Deputy Commissioner and Property & Casualty, Louisiana Department of Insurance, Title Insurance Working Group Chair, NAIC
Marx Sterbcow, Managing Attorney, Sterbcow Law Group
Gina Sultan, Director of Compliance and Counsel, Compass International Holdings

From FinCEN to Tax Foreclosure Sales: Property Rights and the Courts

Property rights disputes may begin in the courts, but their ripple effects are felt in every real estate transaction. Join Pacific Legal Foundation—fresh off its victory in Flowers v. Bessent which vacated FinCEN’s residential real estate reporting rule— as they break down how the case was won, what it means for real estate reporting requirements…and what comes next. The session will also examine other major cases impacting the industry, including Pung v. Isabella County and states’ alignment with Tyler v. Hennepin County, along with emerging housing and land-use litigation, regulatory barriers to development, and the implications of a post-Chevron Deference world following Loper Bright Enterprises v. Raimondo.

James Burling, Senior Legal Counsel, Pacific Legal Foundation
Jim Manley, State Policy Director, Pacific Legal Foundation
Stephen Davis, Senior Legal Fellow, Pacific Legal Foundation

Blockchain and Real Estate: What’s Working, What’s Next and How to Engage | Innovation by Intent

Learn where Blockchain is gaining momentum and how you can engage with this new technology.

Eric Cruz, CRO, Propy
Eric Lapin, Managing Partner, Finfusion

eClosings at a Crossroads: Why Washington Is Suddenly Paying Attention | Aligned in Action

Even with its proven track record, eClosing demand and adoption have remained uneven, slowed by fragmentation across jurisdictions, lender hesitations, investor requirements and settlement workflows. That is poised to change due to growing attention coming out of DC. Digital closings have renewed interest as part of a broader mortgage system modernization effort focused on speed and efficiency across housing finance, including areas that directly impact how mortgages are originated and closed. A panel of industry experts discuss how the federal government’s new posture might be just the push the market has been waiting for to fully embrace eClosings.

Brian Webster, President and CEO, NotaryCam
– more speakers coming soon

Meet Your Regulators | Aligned in Action

Connect with industry regulators and advocates in an informal setting to engage directly with those shaping the rules and regulations. Ask questions, clarify compliance concerns and seize the opportunity to build relationships while staying informed.

Chuck Myers, Deputy Commissioner of Property & Casualty, Louisiana Department of Insurance, Title Insurance Working Group Chair, NAIC
Susan Nicolson, Commissioner, Arizona Department of Real Estate
Jim Payne, Deputy Commissioner, Kansas Office of the State Bank Commissioner
Angela Crooker, Manager RESA Investigations Section, Agency Regulation Division, Virginia Bureau of Insurance
Martha Washington-Lynch, Lead Insurance Investigator, Virginia Bureau of Insurance
– additional invites are pending approval

Underwriter Panel

Our title insurance underwriter panel is back, bringing together senior leaders from four national underwriters to share what they’re seeing across today’s market. With perspectives from both large and midsized organizations, this conversation offers a well-rounded view of the trends, risks and priorities shaping the industry right now.Panelists will share concrete examples of what strong partnerships look like in today’s market, giving attendees a clear lens to evaluate and strengthen their own approach.

Don Kennedy, Chief Public Affairs Officer & Regional Vice President, Agency Services, First American Title Insurance Company
Steve Black, Chief Operating Officer and President, Westcor Land Title Insurance Company
Scott Gillen, Senior Vice President, National Agents, Stewart

Your Resilience Action Plan | Resilience by Design

The final session of the Resilience by Design track is where we pull everything together. Sit down with others from across the transaction to sort through what you’ve heard, identify what needs to change, and outline practical next steps. Leave with a plan you can act on; not just ideas to think about.

Jamie Kosofsky, Founding Partner, Brady & Kosofsky, PA
Chuck Myers, Deputy Commissioner of Property & Casualty, Louisiana Department of Insurance, Title Insurance Working Group Chair, NAIC
Gina Sultan, Director of Compliance and Counsel, Compass International Holdings

Women’s Leadership Breakfast

space is limited

Tara Asquith, Chief Product Officer, SoftPro
Leslie Wyatt, Director of Regulatory Compliance, SoftPro
Erica Meyer, CEO & Publisher, October Research, LLC

General Session: The Referral Equation: What Lenders, Homebuilders and Consumers Expect Today | Innovation by Intent

Gain real-world insights from lending and homebuilding partners who explore what motivates today’s homebuyers, how they select a lender, and what drives satisfaction throughout the valuation and closing process. With inventory and affordability challenges shaping behavior, our experts demonstrate how strong collaboration between lenders, builders and settlement partners create a better consumer experience, driving title agency referral business.

Keith Dutton, SVP, Fulfillment Operations, Flagstar Bank
Bud Moscony, President, Inspired Title Services LLC
Kate Steineman, Vice President, Procurement, Mortgage Connect

Understanding What the World Will Look Like: AI & The Future of Title | Innovation by Intent

Artificial Intelligence is rapidly reshaping mortgage and real estate workflows. In this session explore where AI investment makes the most strategic impact, how it may replace or streamline manual processes and what practical steps title companies should take first. Learn how to prioritize spending, align partners and enhance AI integration into your operations.

Turning Metrics into Moves | Innovation by Intent

Go beyond simply seeing the numbers to confidently knowing what to do with them. Dive into real-world scenarios revealing the questions behind the data and explore practical actions driving improvement. Through collaborative discussions and strategic frameworks, you’ll develop a clear playbook for turning metrics into meaningful moves.

David Townsend, SVP, Fidelity National Financial, President, ALTA
Brent Scheer, CEO & President, Knox-Title