AfBA & JV Workshops, Executive Education Training

Midwest Workshop for Title Insurance Joint Ventures
Tuesday, December 5, 2006

Agenda

Session 1 - Market Overview & Emerging Trends for 2007

9:00 a.m. to 9:45 a.m.

Joe Casa, Founder & Publisher, October Research Corporation
One of the nation’s leading real estate publishers will kick off the seminar with an informative update on where the industry stands on joint ventures, where it’s headed and how to prepare your company to survive, and thrive, in a slowing market.

Session 2 - Building a Financial Pro Forma & Negotiating Your Deal                      

9:45 a.m. to 11:30 a.m.

Joe Piernock, President, Corporate Development Services
How much capital will you need to get started? What kinds of products and services should you offer?
What amount of profit sharing should you expect? Joe Piernock will answer these and other questions
you may have regarding title insurance JVs. Plus, you’ll leave this session with a financial blueprint
for structuring an AfBA or JV, and essential methods for negotiating the optimal affiliated business deal.

Session 3 - Managing AfBAs and JVs with Technology                      

11:30 a.m. to 12:15 p.m.

Mark McElroy, President and CEO, RamQuest Software, Inc.
Mark McElroy will lead the discussion about technologies that can be used to start up and manage
your affiliated business. Discover how next generation systems can expand your product offering and
allow you to run multiple JVs on a single platform. You’ll also learn the seven deadly sins of
technology.

Session 4 - RESPA Compliance and Legal Considerations                      

1:15 p.m. to 3:00 p.m.

Phil Schulman, Partner, Kirkpatrick & Lockhart Nicholson Graham LLP
An interactive interview and question-and-answer session with one of the country’s leading RESPA
attorneys. How do you create a venture that allows you to share revenue with industry partners
without violating the law? Phil Schulman will help you navigate the conformity mine field to keep
your business venture in compliance.

Phil Stein, former Illinois Department of Financial Institutions Examiner;
Illinois Agency Services Manager, National Land Title Insurance Company
Phil Stein will give advice from a former regulator’s perspective on how to properly run a controlled
title business.

Session 5- Choosing the Right Title Underwriter                     

3:15 p.m. to 4:00 p.m.

Tom Sagehorn, Group President
Jim Kletke, Senior Vice President and Chief Underwriting Counsel
Ed Janczur, Senior Vice President and MidAmerican Counsel
These Stewart Title underwriting experts will divulge key strategies in how title underwriting
companies approve affiliated arrangements and detail the licensing process for title agencies.

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