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Agenda 2018-11-07T15:49:02+00:00

JUNE 6 – 8, 2018 | DETROIT, MI

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
10:00 am – 6:30 pm

Registration

12:00 pm – 12:50 pm

eClosing Technology Demos (5th Floor Meeting Rooms)

  • eClose360 powered by NotaryCam
  • Pavaso
  • Simplifile
  • BuyerDocs
  • DocMagic
 

Cartier Ballroom Sessions

1:00 – 2:00 pm

Life After Enforcement

You’ve heard the name Meridian Title, but do you know how this title agent has used recent activity in a positive way to benefit its business? Learn how one title agent responded and how your business can be prepared.

Speakers include:
Mark Myers, CEO, Meridian Title
Francis ‘Trip’ Riley, Partner, Saul Ewing Arnstein & Lehr, LLC
Leslie Wyatt, Director of Regulatory Compliance, SoftPro

2:00 – 2:50 pm

Your Newest Regulator

Federal agencies aren’t the only players in the game when it comes to regulations. Learn who else wants to be a participant.

Speaker:
Marx Sterbcow, Managing Partner, Sterbcow Law Group
Justin Wiseman, Associate Vice President, Managing Counsel Residential Public Policy & Industry Relations, Mortgage Bankers Association
Chuck Cain, EVP Agency, WFG National Title Insurance Company – Moderator

2:50 – 3:10 pm

Networking Break

3:10 – 4:00 pm

The New York Effect

What happens in New York doesn’t always stay in New York. Hear from two experts about the state’s regulations on cybersecurity, affiliated arrangements, title fees as well as consent orders and the court case against the New York Department of Financial Services. Learn how these rules and more affect you, even if you don’t live in New York.

Speakers include:
Chris Gulotta, Founder, The Gulotta Grabiner Law Group, PLLC and Real Estate Data Shield, Inc.
Jean Partridge, Chief Counsel and Managing Member, Benchmark Title Agency, LLC

4:00 – 4:45 pm

Regulation Panel

Regulatory oversight on the state level is increasing across the country. Hear from two state regulators and two regulatory experts about how this shift will affect the industry and your business.

Speakers include:
Michelle Korsmo, Chief Executive Officer, American Land Title Association
Richard Horn, Partner, Garris Horn, PLLC
John Lartz, Deputy Director, Division of Financial Institutions, Illinois Department of Financial and Professional Regulation
Chuck Myers, Supervisor RESA Investigations Unit, Virginia State Corporation Commission, Bureau of Insurance

4:45 pm

Make a Child Smile Community Service Event

5:00 – 6:30 pm

Opening Night Reception on the Exhibitor Floor

9:00 pm – Midnight

Networking Nightcap at 42 Degrees North (3rd Floor)

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

Registration

7:00 – 8:15 am

Networking Breakfast

   
 

Columbus Ballroom Sessions

 

Cartier Ballroom Sessions

8:15 – 8:40 am

Opening Ceremony

   
8:40 – 9:25 am

Keynote Address:
Regs, Relationships and the Right Way

Flagstar Bank President and CEO Alessandro DiNello will speak to the regulatory issues Flagstar navigated on his watch and how the bank was able to come back from the financial crisis and become one of the largest mortgage banks in the country, as well as one of the few banks to grow its servicing business since the Great Recession. He also will offer a comprehensive view of why marrying quality and profitability is critical to success, as well as his views on TRID, technology development and cybersecurity.

Speaker:
Alessandro DiNello,
President & CEO, Flagstar Bank

   
9:25 – 9:40 am

October Research Awards

   
9:40 – 9:50 am

Make a Child Smile Presentation

   
10:00 – 10:50 am

Collaboration Drives Urban Revitalization

Land banks are playing a crucial role in urban communities by taking abandoned properties and making them available for purchase once again. The title insurance industry is the cornerstone of these efforts. Learn from the Detroit Land Bank, an agent participating in these transactions and a lender partner about how you can lead similar initiatives in your community.

Speakers include:
Alex DeCamp, Vice President – Mortgage Community Development Manager, Chemical Bank
Michael Donovan, Principal Attorney, Detroit Land Bank Authority
Jeff McEvoy, Owner, Chief Managing Member, Home Surety Title and Escrow, LLC

 

Data is Gold: A Miner’s Guide

Title agents are capturing the critical data elements lenders need to meet the new compliance requirements from Fannie Mae and Freddie Mac. Learn how to comply with the UCD data requirements, how to catch errors in mapping which affect the correct display of fees and how to use the data you’ve captured to improve operations.

Speakers include:
Tim Anderson, Director of eServices, DocMagic
John Levonick, Special Counsel, Pepper Hamilton LLP

10:50 – 11:20 am

Networking Break

   
11:20 am – 12:15 pm

Lenders: Perfecting Closings Together

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

Speakers include:
Daniel Coles, Fulfillment Enablement, SVP Program Manager, Bank of America
Sally Freudenberg
, Vice President, Wells Fargo
Tom Mace, Senior Manager, Closing and Funding Operations, Flagstar Bank

 

Strengthen Your Staff Through Diversity

Everyone knows a diverse business is a better business, but many struggle with how to diversify their workplace. The co-chair of Buckley Sandler’s diversity committee will discuss how to overcome challenges, increase diversity and how this will improve your office.

Speakers include:
Valerie Hletko, Partner, Buckley Sandler

12:15 – 1:30 pm

Lunch

   
1:30 – 2:25 pm

Effect of Post-PHH Decision on Marketing and Advertising Activities

After a favorable decision in the PHH case and with a new more reasonable CFPB, there has been a resurgence of interest in marketing agreements, desk rentals, lead generation and co-advertising activities. Settlement service providers however, will still need to comply with RESPA’s safe harbor requirements. This session will discuss the do’s and don’ts for participating in these marketing and advertising activities in a Post-PHH world.

Speaker:
Phillip Schulman, Partner, Mayer Brown LLP

 

Threats to Escrow

Listen to two leaders in escrow as they review real life cases and cautionary tales of escrow fraud. They will also discuss non-digital threats and the appropriate standard of caution.

Speakers include:
Art Davis, Executive Director, American Escrow Association
Juliana Tu
, President, Viva Escrow!, President-elect, California Escrow Association

2:30 – 3:30 pm

From Zero to eClosing

Many states have recently adopted legislation allowing some form of eNotarizations. Lenders and title insurance professionals are using these and are on their way to rapid adoption of eClosings. Learn more about eNotarizations and the remaining roadblocks to widespread electronic closings.

Speakers include:
Shane Hartzler, Director – eMortgage Strategy and Operations, Fannie Mae
Brian Hughes, President, Amrock
Jaime Kosofsky, Partner, Brady & Kosofsky, PA
Brian Webster
, Senior Vice President Business Capability Development, Wells Fargo Home Lending

 

Winning Sales Strategies

Get your sales questions answered and learn how to effectively hire, train, supervise and evaluate your sales team. Liberty Title’s Chris Kass will share her success story, while John Haynes helps you learn how to create a sales plan complete with monthly and annual goals.

Speakers include:
John Haynes, Owner, Make Sales Happen
Chris Kass, Sales Manager, Liberty Title

3:30 – 4:00 pm

Networking Break

   
4:00 – 5:00 pm

Live eClosing featuring remote online notarization

Industry professionals will kick off the session with a live demonstration of an eClosing featuring a remote online notarization. Then, eClosing partners join the discussion for a deep dive into the process and technology involved, and the session concludes with audience Q&A. Walk away from this session with the knowledge and tools to implement eClosings within your operations.

Speakers include:
Brian Hughes, President, Amrock
Julie Felts, Senior Business Analyst, Amrock
Jonathan Mallinga, Delivery Leader, Nexsys
Brian Boike, Director, Product Strategy, Simplifile
Simon Moir, Senior Vice President & General Manager, Digital Mortgage, eOriginal

   
5:15 – 8:45 pm

Transportation to/from Networking Reception

   
5:30 – 8:30 pm

Networking Reception
at Punch Bowl Social

   
*Times and events subject to change    
8:00 am – 12:00 pm

Registration

8:00 – 8:45 am

Networking Breakfast

 

Columbus Ballroom Sessions

8:45 – 9:00 am

Opening Ceremony

9:00 – 10:00 am

Underwriter Panel: Conversations with the C-Suite

Hear from the leaders of some of the top underwriters on the industry’s hottest topics. They will discuss their views on Blockchain and digital mortgage implementation, compliance with state and federal regulations, cybersecurity and more!

Speakers include:
Steven Day, President National Agency Operations, Fidelity National Title Group and President, American Land Title Association
Matt Morris, CEO, Stewart
Patrick Stone, Executive Chairman & Founder, WFG National Title Insurance Co.
Evan Zanic, Executive Vice President, Division President, Agency Division, First American Title Insurance Co.

10:00 – 10:50 am

Cybersecurity: A Plan for the Attack

The industry has been told how to prevent an attack from happening, but what do you do when it happens? Hear real life examples from an attorney, lender and the FTC and how to respond if it happens to you.

Speakers include:
Amelia Bower, Managing Partner, Plunkett Cooney
Tom Linehan
, EVP-Director National Deposits Group, BankUnited
Jon Miller Steiger, Director East Central Region, Federal Trade Commission

10:50 – 11:10 am

Networking Break

11:10 – 12:00 pm

Blockchain, Bitcoin and You

Learn how Blockchain is being implemented in the real estate sector, from property records to property sales with Bitcoin.

Speakers include:
John Heck, Director Industry General Manager, DXC Technology
Piper Moretti, CEO, The Crypto Realty Group, First Team Christie’s International Luxury Real Estate
Matt Einheber, Principal, Transfer: Real Estate Intelligence

12:00 pm

NS3 Concludes

*Times and events subject to change

Wednesday, June 6

10:00 am – 6:30 pm

Registration

12:00 – 12:50 pm

eClosing Technology Demos (5th Floor Meeting Rooms)

  • eClose360 powered by NotaryCam
  • Pavaso
  • Simplifile
  • BuyerDocs
  • DocMagic
 

Cartier Ballroom Sessions

1:00 – 2:00 pm

Life After Enforcement

You’ve heard the name Meridian Title, but do you know how this title agent has used recent activity in a positive way to benefit its business? Learn how one title agent responded and how your business can be prepared.

Speakers include:
Mark Myers, CEO, Meridian Title
Francis ‘Trip’ Riley, Partner, Saul Ewing Arnstein & Lehr, LLC
Leslie Wyatt, Director of Regulatory Compliance, SoftPro

2:00 – 2:50 pm

Your Newest Regulator

Federal agencies aren’t the only players in the game when it comes to regulations. Learn who else wants to be a participant.

Speaker:
Marx Sterbcow, Managing Partner, Sterbcow Law Group
Justin Wiseman, Associate Vice President, Managing Counsel Residential Public Policy & Industry Relations, Mortgage Bankers Association
Chuck Cain, EVP Agency, WFG National Title Insurance Company – Moderator

2:50 – 3:10 pm

Networking Break

3:10 – 4:00 pm

The New York Effect

What happens in New York doesn’t always stay in New York. Hear from two experts about the state’s regulations on cybersecurity, affiliated arrangements, title fees as well as consent orders and the court case against the New York Department of Financial Services. Learn how these rules and more affect you, even if you don’t live in New York.

Speakers include:
Chris Gulotta, Founder, The Gulotta Grabiner Law Group, PLLC and Real Estate Data Shield, Inc.
Jean Partridge, Chief Counsel and Managing Member, Benchmark Title Agency, LLC

4:00 – 4:45 pm

Regulation Panel

Regulatory oversight on the state level is increasing across the country. Hear from two state regulators and two regulatory experts about how this shift will affect the industry and your business.

Speakers include:
Michelle Korsmo, Chief Executive Officer, American Land Title Association
Richard Horn, Partner, Garris Horn, PLLC
John Lartz , Deputy Director, Division of Financial Institutions, Illinois Department of Financial and Professional Regulation
Chuck Myers, Supervisor RESA Investigations Unit, Virginia State Corporation Commission, Bureau of Insurance

4:45 pm

Make a Child Smile Community Service Event

5:00 – 6:30 pm

Opening Night Reception
on the Exhibitor Floor

9:00 pm – Midnight

Networking Nightcap
at 42 Degrees North (3rd Floor)

Thursday, June 7

7:00 am – 5:00 pm

Registration

7:00 – 8:15 am

Networking Breakfast

 

Columbus Ballroom Sessions

8:15 – 8:40 am

Opening Ceremony

8:40 – 9:25 am

Keynote Address:
Regs, Relationships and the Right Way

Flagstar Bank President and CEO Alessandro DiNello will speak to the regulatory issues Flagstar navigated on his watch and how the bank was able to come back from the financial crisis and become one of the largest mortgage banks in the country, as well as one of the few banks to grow its servicing business since the Great Recession. He also will offer a comprehensive view of why marrying quality and profitability is critical to success, as well as his views on TRID, technology development and cybersecurity.

Speaker:
Alessandro DiNello,
President & CEO, Flagstar Bank

9:25 – 9:40 am

October Research Awards

9:40 – 9:50 am

Make a Child Smile Presentation

10:00 – 10:50 am

Collaboration Drives Urban Revitalization

Land banks are playing a crucial role in urban communities by taking abandoned properties and making them available for purchase once again. The title insurance industry is the cornerstone of these efforts. Learn from the Detroit Land Bank, an agent participating in these transactions and a lender partner about how you can lead similar initiatives in your community.

Speakers include:
Alex DeCamp, Vice President – Mortgage Community Development Manager, Chemical Bank
Michael Donovan, Principal Attorney, Detroit Land Bank Authority
Jeff McEvoy, Owner, Chief Managing Member, Home Surety Title and Escrow, LLC

10:50 – 11:20 am

Networking Break

11:20 am – 12:15 pm

Lenders: Perfecting Closings Together

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

Speakers include:
Daniel Coles, Fulfillment Enablement, SVP Program Manager, Bank of America
Sally Freudenberg
, Vice President, Wells Fargo
Tom Mace, Senior Manager, Closing and Funding Operations, Flagstar Bank

12:15 – 1:30 pm

Lunch

1:30 – 2:25 pm

Effect of Post-PHH Decision on Marketing and Advertising Activities

After a favorable decision in the PHH case and with a new more reasonable CFPB, there has been a resurgence of interest in marketing agreements, desk rentals, lead generation and co-advertising activities. Settlement service providers however, will still need to comply with RESPA’s safe harbor requirements. This session will discuss the do’s and don’ts for participating in these marketing and advertising activities in a Post-PHH world.

Speaker:
Phillip Schulman, Partner, Mayer Brown LLP

2:30 – 3:30 pm

From Zero to eClosing

Many states have recently adopted legislation allowing some form of eNotarizations. Lenders and title insurance professionals are using these and are on their way to rapid adoption of eClosings. Learn more about eNotarizations and the remaining roadblocks to widespread electronic closings.

Speakers include:
Shane Hartzler, Director – eMortgage Strategy and Operations, Fannie Mae
Brian Hughes, President, Amrock
Jaime Kosofsky, Partner, Brady & Kosofsky, PA
Brian Webster
, Senior Vice President Business Capability Development, Wells Fargo Home Lending

3:30 – 4:00 pm

Networking Break

4:00 – 5:00 pm

Live eClosing featuring remote online notarization

Industry professionals will kick off the session with a live demonstration of an eClosing featuring a remote online notarization. Then, eClosing partners join the discussion for a deep dive into the process and technology involved, and the session concludes with audience Q&A. Walk away from this session with the knowledge and tools to implement eClosings within your operations.

Speakers include:
Brian Hughes, President, Amrock
Julie Felts, Senior Business Analyst, Amrock
Jonathan Mallinga, Delivery Leader, Nexsys
Brian Boike, Director, Product Strategy, Simplifile
Simon Moir, Senior Vice President & General Manager, Digital Mortgage, eOriginal

5:15 – 8:45 pm

Transportation to/from Networking Reception

5:30 – 8:30 pm

Networking Reception
at Punch Bowl Social

Thursday, June 7

 

Cartier Ballroom Sessions

10:00 – 10:50 am

Data is Gold: A Miner’s Guide

Title agents are capturing the critical data elements lenders need to meet the new compliance requirements from Fannie Mae and Freddie Mac. Learn how to comply with the UCD data requirements, how to catch errors in mapping which affect the correct display of fees and how to use the data you’ve captured to improve operations.

Speakers include:
Tim Anderson, Director of eServices, DocMagic
John Levonick, Special Counsel, Pepper Hamilton LLP

11:20 am – 12:15 pm

Strengthen Your Staff Through Diversity

Everyone knows a diverse business is a better business, but many struggle with how to diversify their workplace. The co-chair of Buckley Sandler’s diversity committee will discuss how to overcome challenges, increase diversity and how this will improve your office.

Speakers include:
Valerie Hletko, Partner, Buckley Sandler

1:30 – 2:20 pm

Threats to Escrow

Listen to two leaders in escrow as they review real life cases and cautionary tales of escrow fraud. They will also discuss non-digital threats and the appropriate standard of caution.

Speakers include:
Art Davis, Executive Director, American Escrow Association
Juliana Tu
, President, Viva Escrow!, President-elect, California Escrow Association

2:30 – 3:30 pm

Winning Sales Strategies

Get your sales questions answered and learn how to effectively hire, train, supervise and evaluate your sales team. Liberty Title’s Chris Kass will share her success story, while John Haynes helps you learn how to create a sales plan complete with monthly and annual goals.

Speakers include:
John Haynes, Owner, Make Sales Happen
Chris Kass, Sales Manager, Liberty Title

Friday, June 8

 

Columbus Ballroom Sessions

8:00 am – 12:00 pm

Registration

8:00 – 8:45 am

Networking Breakfast

8:45 – 9:00 am

Opening Ceremony

9:00 – 10:00 am

Underwriter Panel: Conversations with the C-Suite

Hear from the leaders of some of the top underwriters on the industry’s hottest topics. They will discuss their views on Blockchain and digital mortgage implementation, compliance with state and federal regulations, cybersecurity and more!

Speakers include:
Steven Day, President National Agency Operations, Fidelity National Title Group and President, American Land Title Association
Matt Morris, CEO, Stewart
Patrick Stone, Executive Chairman & Founder, WFG National Title Insurance Co.
Evan Zanic, Executive Vice President, Division President, Agency Division, First American Title Insurance Co.

10:00 – 10:50 am

Cybersecurity: A Plan for the Attack

The industry has been told how to prevent an attack from happening, but what do you do when it happens? Hear real life examples from an attorney, lender and the FTC and how to respond if it happens to you.

Speakers include:
Amelia Bower, Managing Partner, Plunkett Cooney
Tom Linehan
, EVP-Director National Deposits Group, BankUnited
Jon Miller Steiger, Director East Central Region, Federal Trade Commission

10:50 – 11:10 am

Networking Break

11:10 – 12:00 pm

Blockchain, Bitcoin and You

Learn how Blockchain is being implemented in the real estate sector, from property records to property sales with Bitcoin.

Speakers include:
John Heck, Director Industry General Manager, DXC Technology
Piper Moretti, CEO, The Crypto Realty Group, First Team Christie’s International Luxury Real Estate
Matt Einheber, Principal, Transfer: Real Estate Intelligence

12:00 pm

NS3 Concludes

*Times and events subject to change