JUNE 18 – 20, 2019 | PHOENIX, AZ

Agenda

The Summit agenda is annually regarded as timely, diverse and insightful. We present content that is positive and forward-looking, but also practical in a real-world sense. In keeping with this year’s Summit theme — At The Center — the agenda will offer educational sessions focused on helping attendees fulfill their important role in the real estate transaction while identifying and capitalizing upon opportunities in a changing business and regulatory environment.

Click here to download a PDF version of the agenda

REGISTER TODAY
10 am – 6:30 pm

Registration

 

Frank Lloyd Wright Salons C & D

 
1:00 – 1:15 pm

Opening Ceremony

1:15 – 2:00 pm

Keynote Address

Brian Montgomery, Acting Deputy Secretary, and FHA Commissioner and Assistant Secretary for Housing, U.S. Department of Housing and Urban Development

2:00 – 2:50 pm

Independent Underwriter Panel

Hear directly from the leaders of your national independent underwriters on innovative trends, customer service training, knowing your customer, reinsurance, the value proposition of an independent underwriter and the qualities they look for in their independent agents.

Speakers include:
Mary O’Donnell, CEO, Westcor Land Title Insurance Co.
Chris Phillips, President and CEO, First National Title Insurance Co.
David Townsend, President, Agents National Title Insurance

Technology Demonstrations

2:00 – 4:00 pm
Check out the latest solutions from:

Qualia

Nexsys

SoftPro

ServiceLink

Pavaso

TitleClose

 

2:50 – 3:10 pm

Networking Break

3:10 – 4:00 pm

Compliance Management Systems for Tomorrow

Regulators aren’t satisfied with manual processes for compliance any more. Learn how to use automated compliance management systems, what they look like, and the benefits to your business.

Speaker:
Sean Burke, Managing Partner, Mattingly, Burke, Cohen & Biederman LLP
Marx Sterbcow, Managing Partner, Sterbcow Law Group

4:00 – 4:50 pm

Regulator Panel

Why are regulators increasing their oversight of consumer protection issues? What are they watching? Hear directly from regulators about why they are making consumer protection a priority this year.

Speakers include:
Susan Apel, Senior Deputy Attorney General, Pennsylvania’s Office of Attorney General, Bureau of Consumer Protection
Colin Hector, Attorney, Federal Trade Commission Western Region
Richard Horn, Partner, Garris Horn, PLLC
Chuck Myers, Supervisor, RESA Investigations Section, Virginia Bureau of Insurance

4:45 pm

Make a Child Smile Charity Event

5:00 – 6:30 pm

Opening Night Reception on the Exhibitor Floor

8:00 – 11:00 pm

Networking Nightcap in the Gold Room (1st Floor)

  *Times and events subject to change  
7 am – 5:00 pm

Registration

   
6:45 – 8:00 am

Networking Breakfast

 
 

Frank Lloyd Wright Salons E & F

   
8:00 – 8:25 am

Opening Ceremony

   
8:25 – 9:10 am

Keynote Address

Christopher M. George has an important message for the real estate industry, keep improving your craft to take anxiety out of the process for the consumer. As partners across the real estate transaction, how can everyone collaborate better together to make this happen?

Christopher M. George, Founder, President and Chief Executive Officer, CMG Financial and Chairman, Mortgage Bankers Association

9:10 – 9:25 am

October Research Awards Presentation

 
9:25 – 9:35 am

Make A Child Smile Presentation

 
 

Frank Lloyd Wright Salons E & F

Frank Lloyd Wright Salons C & D

McArthur 1 & 2

 

Track 1

Track 2

Track 3

9:45 – 10:45 am

Partners Working Together

Listen to leaders from across the real estate transaction as they discuss third party liability, TRID compliance, lender tolerance, post-closing pain points, timing and communications. Hear how all parties can work together to produce a smooth closing for everyone involved.

Speakers include:
Lloyd Fox, Owner and Designated Broker, Long Realty The Fox Group
Chris Gulotta, Founder, Gulotta Grabiner Law Group PLLC, R.E.D.S.
Michael “Frenchy” IlesCremieux, Division President, Richmond American Homes – Phoenix Division
Penny Reed, Senior Vice President Strategic Engagement and Financial Reform, Wells Fargo Home Lending

Consumer Privacy and Protection in Escrow

Protecting consumer’s data is a priority not only on the international and federal stage, but on the state level as well. Learn more about GDPR, the Consumer Privacy Act in California, the Colorado Consumer Protection Act, wire fraud and more.

Speakers include:
Juliana Tu, President, California Escrow Association
Heather Wyant, President, Arizona State Escrow Association

Sales: No Agent Left Behind

Dr. Cindy McGovern knows no matter your title, Every Job is a Sales Job. Learn her step by step process each member of your team can use to harness their natural selling skills. Walk away knowing how to use your natural abilities to build a game plan for success.

Speaker:
Cindy McGovern, CEO/First Lady of Sales, Orange Leaf Consulting

10:45 – 11:15 am

Networking Break

   
11:15 – 12:10 pm

eClosing: Just Do It

You’ve heard the hype now gets the facts on how you can start offering eClosings today. Learn from a title agent and Fannie Mae about how consumers are reacting to this offering, what you need to begin, what to watch out for and how they will benefit your business.

Speakers include:
Shane Hartzler, Director eMortgage Strategy and Operations, Fannie Mae
Jim O’Donnell
, President, Equity National Title

Hackers’ Strengths and Weaknesses

The FTC will educate you on recent enforcement actions, expectations of the industry and the resources available to protect yourself.

Speakers include:
Colin Hector, Attorney, Federal Trade Commission Western Region
Dean Larsen, Manager, KPMG Cyber Security Services

3 Keys to Putting Clients First

Learn how three ordinary things—honesty, competence, and caring – become the three keys to extraordinary success.

Speakers include:
JoAnn Callaway, Senior Agent, Those Callaways
Joseph Callaway
, Senior Agent, Those Callaways

12:10 – 1:30 pm

Networking Lunch

   
1:30 – 2:30 pm

Practical Considerations for Title Agents Creating Strategic Alliances

The PHH decision last year, relaxed enforcement at the CFPB, compressed margins and increased competition have caused settlement service providers to more seriously consider strategic alliances. Affiliated business arrangements, marketing and services agreements, desk rentals, internet co-advertising and lead generation agreements are clearly on the rise. Most sessions focus on the legal requirements for creating these arrangements. This presentation, however, will provide title insurance underwriters and agents with a litany of practical considerations that should be considered before deciding to wade into the deep end of the strategic alliance pool. This interactive discussion will leave time for your questions as well.

Speakers include:
Phillip Schulman, Partner, Mayer Brown LLP
Holly Spencer Bunting, Partner, Mayer Brown LLP

Adding AI to the Toolbox

Industry professionals talk about using artificial intelligence as a tool. Learn about employee recruitment, marketing, customer service and fraud prevention.

Speakers include:
Ryan Anderson, Founding Partner, Anderson | Biro, LLC
Wayne Stanley
, Owner, Bowe Digital
Soofi Safavi, Managing Director, Applied AI, Origination Technologies Division, Black Knight, Inc.

Next Level Prospect Engagement

Get more orders from your prospects and increase prospect engagement. Darryl Turner will show you how to strategically qualify prospects for highest performance, time allocation management and how to handle the most common objections.

Speaker:
Darryl Turner, CEO, Title Sales Solutions

2:40 – 3:30 pm

Blockchain: Show and Tell

Afraid of the complexity of Blockchain? Learn how you can use Blockchain as a tool in your office and in title work by those who know. An underwriter and a Blockchain solution provider will discuss the benefits of this tool and dispel the myths and rumors of this new technology.

Speakers include:
Tony Franco, CEO, Co-Founder, SafeChain
Marvin Stone, Senior Vice President, Business Integration, Stewart

M&A: Ready, Set, Go

Experts will detail the M&A process today, from determining the right time to buy or sell through the due diligence and valuation process and finally implementing the sale or acquisition.

Speakers include:
Juan Guzman, Director – New York, Houlihan Lokey
Craig Haskins, Chief Operating Officer, Knight Barry Title

Activate Your Marketing

Once you’ve found your prospects and are ready to engage, how do you let them know who you are? Join an underwriter and a title agent to learn how to effectively market your brand with unique selling propositions.

Speakers include:
Rich Griffin, Vice President and National Sales Manager, North American Title Insurance Co.
James Schlimmer, Managing Partner, Cottrell Title & Escrow, Founder and Instructor, GrowMyTitleBusiness.com

3:30 – 4:00 pm

Networking Break

   
 

Frank Lloyd Wright Salons E & F

   
4:00 – 5:00 pm

Fireside Chat

A candid discussion from two industry leaders as they provide insight on the real estate transaction of tomorrow.

Speakers include:
Richard Hunt, President and CEO, Consumer Bankers Association
Patrick Stone, Executive Chairman and Founder, WFG National Title Insurance Co.

5:15 – 8:45 pm

Transportation to/from Networking Reception

 
5:30 – 8:30 pm

Networking Reception at Culinary Dropout

 
  *Subject to change    
7:30 – 12:00 pm

Registration

7:30 – 8:15 am

Networking Breakfast

 

Frank Lloyd Wright Salons E & F

 
8:15 – 8:30 am

Opening Ceremony

8:30 – 9:30 pm

Underwriter Panel: Conversations with the C-Suite

Hear from the leaders of some of the top underwriters on the industry’s hottest topics.

Speakers include:
Jeff Bluhm, Executive Vice President, Manager, Agency Services & Administration, Old Republic National Title Insurance Co.
Steven Day
, President National Agency Operations, Fidelity National Title Group
Tara Smith, Group President, Agency Operations, Stewart
Evan Zanic, Executive Vice President/Agency Division President, First American Title Insurance Co.

 

Frank Lloyd Wright Salons E & F

Frank Lloyd Wright Salons C & D

9:40 – 10:40 pm

Title Industry of the Future – Recruiting & Hiring

Are you using the same recruitment techniques to attract new people to your company? Learn how to attract and hire the next generation of professionals.

Speakers include:
Cynthia Blair, President, American Land Title Association and Founding Member, Blair Cato Pickren Casterline, LLC
Angela Crusoe, Vice President – Client Experience, Talent & Development, Amrock
Andrea Ewan, Manager, Dearborn Title Insurance, Inc.

Ask the Experts

Click here for a complete list of speakers and topics

10:40 – 11:00 pm

Networking Break

 
11:00 – 12:00 pm

Lender Panel: Collaboration in Closings

Hear from national lenders about how everyone involved in closings can address pain points and form a meaningful collaboration.

Speakers include:
Robert Hinson, Senior Vice President, National Title Platform,  Bank of America
Jerra Ryan, Senior Vice President of Compliance and Marketing, First Choice Loan Services Inc.
Brian Webster, Senior Vice President Business Capability Development, Wells Fargo Home Lending

 
12:00 pm

NS3 Concludes

  *Times and events subject to change  

Tuesday, June 18

10 am – 6:30 pm

Registration

 

Frank Lloyd Wright Salons C & D

1:00 – 1:15 pm

Opening Ceremony

1:15 – 2:00 pm

Keynote Address

 

Brian Montgomery, Acting Deputy Secretary, and FHA Commissioner and Assistant Secretary for Housing, U.S. Department of Housing and Urban Development

2:00 – 2:50 pm

Independent Underwriter Panel

Hear directly from the leaders of your national independent underwriters on innovative trends, customer service training, knowing your customer, reinsurance, the value proposition of an independent underwriter and the qualities they look for in their independent agents.

Speakers include:
Mary O’Donnell, CEO, Westcor Land Title Insurance Co.
Chris Phillips, President and CEO, First National Title Insurance Co.
David Townsend, President, Agents National Title Insurance

 

Technology Demonstrations (concurrent to session above)

Check out the latest solutions from:

Qualia

Nexsys

SoftPro

ServiceLink

Pavaso

TitleClose

2:50 – 3:10 pm

Networking Break

3:10 – 4:00 pm

Compliance Management Systems for Tomorrow

Regulators aren’t satisfied with manual processes for compliance any more. Learn how to use automated compliance management systems, what they look like, and the benefits to your business.

Speaker:
Sean Burke, Managing Partner, Mattingly, Burke, Cohen & Biederman LLP
Marx Sterbcow, Managing Partner, Sterbcow Law Group

 

Technology Demonstrations (concurrent to session above)

Check out the latest solutions from:

Qualia

Nexsys

SoftPro

ServiceLink

Pavaso

TitleClose

 

Regulator Panel

Why are regulators increasing their oversight of consumer protection issues? What are they watching? Hear directly from regulators about why they are making consumer protection a priority this year.

Speakers include:
Susan Apel, Senior Deputy Attorney General, Pennsylvania’s Office of Attorney General, Bureau of Consumer Protection
Colin Hector, Attorney, Federal Trade Commission Western Region
Richard Horn
, Partner, Garris Horn, PLLC
Chuck Myers, Supervisor, RESA Investigations Section, Virginia Bureau of Insurance

4:45 pm

Make a Child Smile Charity Event

5:00 – 6:30 p.m.

Opening Night Reception on the Exhibitor Floor

8:00 – 11:00 p.m.

Networking Nightcap in the Gold Room (1st Floor)

Wednesday, June 19

10 am – 6:30 pm

Registration

6:45 – 8:00 am

Networking Breakfast

 

Frank Lloyd Wright Salons E & F – Track 1

8:00 – 8:25 am

Opening Ceremony

8:25 – 9:10 am

Keynote Address

Chris George has an important message for the real estate industry, keep improving your craft to take anxiety out of the process for the consumer. As partners across the real estate transaction, how can everyone collaborate better together to make this happen?

Christopher M. George, Founder, President and Chief Executive Officer, CMG Financial and Chairman, Mortgage Bankers Association

9:10 – 9:25 am

October Research Awards Presentation

9:25 – 9:35 am

Make A Child Smile Presentation

9:45 – 10:45 am

Partners Working Together

Listen to leaders from across the real estate transaction as they discuss third party liability, TRID compliance, lender tolerance, post-closing pain points, timing and communications. Hear how all parties can work together to produce a smooth closing for everyone involved.

Speakers include:
Lloyd Fox, Owner and Designated Broker, Long Realty The Fox Group
Chris Gulotta, Founder, Gulotta Grabiner Law Group PLLC, R.E.D.S.
Michael “Frenchy” IlesCremieux, Division President, Richmond American Homes Phoenix Division
Penny Reed, Senior Vice President Strategic Engagement and Financial Reform, Wells Fargo Home Lending

10:45 – 11:15 am

Networking Break

11:15 – 12:10 pm

eClosing: Just Do It

You’ve heard the hype now gets the facts on how you can start offering eClosings today. Learn from a title agent and Fannie Mae about how consumers are reacting to this offering, what you need to begin, what to watch out for and how they will benefit your business.

Speakers include:
Shane Hartzler, Director eMortgage Strategy and Operations, Fannie Mae
Jim O’Donnell
, President, Equity National Title

12:10 – 1:30 pm

Networking Lunch

1:30 – 2:30 pm

Practical Considerations for Title Agents Creating Strategic Alliances

The PHH decision last year, relaxed enforcement at the CFPB, compressed margins and increased competition have caused settlement service providers to more seriously consider strategic alliances. Affiliated business arrangements, marketing and services agreements, desk rentals, internet co-advertising and lead generation agreements are clearly on the rise. Most sessions focus on the legal requirements for creating these arrangements. This presentation, however, will provide title insurance underwriters and agents with a litany of practical considerations that should be considered before deciding to wade into the deep end of the strategic alliance pool. This interactive discussion will leave time for your questions as well.

Speakers include:
Phillip Schulman, Partner, Mayer Brown LLP
Holly Spencer Bunting, Partner, Mayer Brown LLP

2:40 – 3:30 pm

Blockchain: Show and Tell

Afraid of the complexity of Blockchain? Learn how you can use Blockchain as a tool in your office and in title work by those who know. An underwriter and a Blockchain solution provider will discuss the benefits of this tool and dispel the myths and rumors of this new technology.

Speakers include:
Tony Franco, CEO, Co-Founder, SafeChain
Marvin Stone, Senior Vice President, Business Integration, Stewart

3:30 – 4:00 pm

Networking Break

4:00 – 5:00 pm

Fireside Chat

A candid discussion from two industry leaders as they provide insight on the real estate transaction of tomorrow.

Speakers include:
Richard Hunt, President and CEO, Consumer Bankers Association
Patrick Stone, Executive Chairman and Founder, WFG National Title Insurance Co.

Wednesday, June 19

 

Frank Lloyd Wright Salons C & D – Track 2

9:45 – 10:45 am

Consumer Privacy and Protection in Escrow

Protecting consumer’s data is a priority not only on the international and federal stage, but on the state level as well. Learn more about GDPR, the Consumer Privacy Act in California, the Colorado Consumer Protection Act, wire fraud and more.

Speakers include:
Juliana Tu, President, California Escrow Association
Heather Wyant, President, Arizona State Escrow Association

10:45 – 11:15 am

Networking Break

11:15 – 12:10 pm

Hackers’ Strengths and Weaknesses

The FTC will educate you on recent enforcement actions, expectations of the industry and the resources available to protect yourself.

Speakers include:
Colin Hector, Attorney, Federal Trade Commission Western Region
Dean Larsen, Manager, KPMG Cyber Security Services

12:10 – 1:30 pm

Networking Lunch

1:30 – 2:30 pm

Adding AI to the Toolbox

Industry professionals talk about using artificial intelligence as a tool. Learn about employee recruitment, marketing, customer service and fraud prevention.

Speakers include:
Ryan Anderson, Founding Partner, Anderson | Biro, LLC
Soofi Safavi
, Managing Director, Applied AI, Origination Technologies Division, Black Knight, Inc.
Wayne Stanley, Owner, Bowe Digital

2:40 – 3:30 pm

M&A: Ready, Set, Go

Experts will detail the M&A process today, from determining the right time to buy or sell through the due diligence and valuation process and finally implementing the sale or acquisition.

Speakers include:
Juan Guzman, Director – New York, Houlihan Lokey
Craig Haskins, Chief Operating Officer, Knight Barry Title

Wednesday, June 19

 

McArthur 1 & 2 – Track 3

9:45 – 10:45 am

Sales: No Agent Left Behind

Dr. Cindy McGovern knows no matter your title, Every Job is a Sales Job. Learn her step by step process each member of your team can use to harness their natural selling skills. Walk away knowing how to use your natural abilities to build a game plan for success.

Speaker:
Cindy McGovern, CEO/First Lady of Sales, Orange Leaf Consulting

10:45 – 11:15 am

Networking Break

11:15 – 12:10 pm

3 Keys to Putting Clients First

Learn how three ordinary things—honesty, competence, and caring – become the three keys to extraordinary success.

Speakers include:
JoAnn Callaway, Senior Agent, Those Callaways
Joseph Callaway
, Senior Agent, Those Callaways

12:10 – 1:30 pm

Networking Lunch

1:30 – 2:30 pm

Next Level Prospect Engagement

Get more orders from your prospects and increase prospect engagement. Darryl Turner will show you how to strategically qualify prospects for highest performance, time allocation management and how to handle the most common objections.

Speaker:
Darryl Turner, CEO, Title Sales Solutions

2:40 – 3:30 pm

Activate Your Marketing

Once you’ve found your prospects and are ready to engage, how do you let them know who you are? Join an underwriter and a title agent to learn how to effectively market your brand with unique selling propositions.

Speakers include:
Rich Griffin, Vice President and National Sales Manager, North American Title Insurance Co.
James Schlimmer, Managing Partner, Cottrell Title & Escrow, Founder and Instructor, GrowMyTitleBusiness.com

5:15 – 8:45 pm

Transportation to/from Networking Reception

5:30 – 8:30 p.m.

Networking Reception at Culinary Dropout

Thursday, June 20

7:30 – 12:00 pm

Registration

7:30 – 8:15 am

Networking Breakfast

 

Frank Lloyd Wright Salons E & F

8:15 – 8:30 am

Opening Ceremony

8:30 – 9:30 pm

Underwriter Panel: Conversations with the C-Suite

Hear from the leaders of some of the top underwriters on the industry’s hottest topics.

Speakers include:
Jeff Bluhm, Executive Vice President, Manager, Agency Services & Administration, Old Republic National Title Insurance Co.
Steven Day
, President National Agency Operations, Fidelity National Title Group
Tara Smith, Group President, Agency Operations, Stewart
Evan Zanic, Executive Vice President/Agency Division President, First American Title Insurance Co.

9:40 – 10:40 pm

Title Industry of the Future – Recruiting & Hiring

Are you using the same recruitment techniques to attract new people to your company? Learn how to attract and hire the next generation of professionals.

Speakers include:
Cynthia Blair, President, American Land Title Association and Founding Member, Blair Cato Pickren Casterline, LLC
Angela Crusoe, Vice President – Client Experience, Talent & Development, Amrock
Andrea Ewan, Manager, Dearborn Title Insurance, Inc.

 

Frank Lloyd Wright Salons C & D

9:40 – 10:40 pm

Ask the Experts (concurrent to session above)

Click here for a complete list of speakers and topics

10:40 – 11:00 pm

Networking Break

11:00 – 12:00 pm

Lender Panel: Collaboration in Closings

Hear from national lenders about how everyone involved in closings can address pain points and form a meaningful collaboration.

Speakers include:
Robert Hinson, Senior Vice President, National Title Platform,  Bank of America
Jerra Ryan
, Senior Vice President of Compliance and Marketing, First Choice Loan Services Inc.
Brian Webster, Senior Vice President Business Capability Development, Wells Fargo Home Lending

12:00 pm

NS3 Concludes

*Subject to change