2008 National Settlement Services Summit O

Monday, June 16 • Editors & Publisher Reception
	7:00 pm - 9:00 pm	*An Evening with October Research Editors & Publisher*
	Hosted by the team at RamQuest Software Once you have checked in to beat the morning rush, stick around at the Marriott Key Center for a pre-game reception and early registration. Once there you can meet the writers and editors drafting the industry’s headlines every day. You won’t be quoted…..we promise!
Tuesday, June 17 • Day One-Day Night Double Header
	7:30 am - 8:30 am	Networking Breakfast & Registration
	This is your opportunity to build new relationships. Don’t miss getting your morning energy while meeting up close and personal with speakers, sponsors and attendees. Take a moment over a cup of java to preview the agenda and what you expect to take away from the day’s sessions.
	8:30 am - 9:30 am	Opening Ceremony & Leadership Conversation
	Kurt Pfotenhauer, CEO, American Land Title Association (ALTA) Joe Casa, Founder & Publisher, The Title Report - Moderator How is the title industry likely to be impacted by what is happening throughout the mortgage and real estate sectors, particularly from a legislative and regulatory perspective? We will kick off the conference with a look at the politics, the partners and the prospects.
	9:30 am - 10:50 am	Future Trends and Emerging Strategies
	Stuart Orns, CEO, Elm Street Management Steve Trayte, VP, Director Credit & Technology, AmTrust Bank Laura Sextro, Vice President, Title Operations, DataQuick Information Systems Judy Wheatley, SVP, Mortgage Dynamics, Inc. an Indecomm Global Services Company Julie Joseforsky, CEO, Consumer Bank Lending, IndyMac Bank - Moderator Hear from the industry’s most successful operators and expert observers on the future state of the business and new strategies being adopted in the market.
	10:50 am - 11:05 am	Morning Break
	11:05 am - 12:30 pm	The Changing Face of the Real Estate Investor and Mortgage Lender
	Guy Cecala, CEO & Founder, Inside Mortgage Finance Publications Anne Randolph, Publisher, LORE magazine Syndie Eardly, Editorial Director, October Research Corp. The shifting market has clearly changed who the title insurance customer is and where title orders are coming from. This session will provide title agents the latest data on the new generation of real estate investors and mortgage lenders, and the products and services they will require.
	12:30 pm - 1:30 pm	Lunch
	1:30 pm - 5:30 pm	*Sales & Marketing Boot Camp*
	Bob Skalstad, EVP & Principal, Corporate Management Advisors Travis Wright, Principal, Wright Advisors Sandra Bell, CMO, The First American Corp. Dan Miller, CEO, RightNow Consulting Scott Stucky, Principal, The Stucky Group Title agents from across the country have said they need to get back to the basics to win and survive in a down market. At the top of their list are sales and marketing tactics and strategies. Re-building direct sales capability and marketing programs that will generate new business and increase market share is a top priority. We have assembled some of the top sales and public relations experts to walk agents through the basics of constructing high performance sales programs, not only to manage in the current market, but to anticipate a quick ramp up when the market turns around. Sales training and strategies 101 Sales representative recruiting, compensation, commission and retention Getting sales strategy buy-in throughout your organization Building marketing, branding and public relations programs to support your sales strategy Using technology to leverage selling platforms
	1:30 pm - 5:30 pm	Operations Boot Camp
	Chris Backe, Director of Sales, Ellie Mae Cheryl Baillis, EVP & COO, Western Title & Escrow Thomas Cronkright, Owner & CEO, Sun Title Jan Fisher, SVP, Manager, Title & Exchange Banking, Guaranty Bank Mark McElroy, President & CEO, RamQuest Software Todd Gregory, EVP & Industry Manager, Commercial Division Countrywide Bank Randy Heltemes, President, Title One Nancy G. Pratt, Director of Business Development eMortgage Services, PropertyInfo Corp., a Stewart Company Chip Ridge, President, Heritage Title Brent Scheer, CFO, Farmers National Title Insurance Bill Stueber, CEO, Garden Home Title From re-engineering your agency work flow to negotiating the most profitable bank deal by leveraging your deposit accounts, our operations boot camp is the ideal forum to learn what key strategies agents should adopt to turn a profit without shortchanging customer deliverables. Don’t miss the opportunity to work with our expert camp counselors as they review the latest practices in operating a title business. Operations 101: Re-thinking traditional workflow and processes Technology in operations Negotiating banking services
	6:30 pm - 9:30 pm	Opening Night Networking Reception Terrace Club at Progressive Field
	Hosted by the team at Indecomm Global Services Join industry movers and shakers at the elegant Terrace Club at Progressive Field, the new home of the Cleveland Indians. Network and build new relationships with managers and executives from over 40 states all while enjoying a breathtaking view of one baseball’s most beautiful facilities. Click here for details.
Wednesday, June 18 • Day Two • Business Man's Special
	7:30 am - 8:15am	Power Breakfast & Morning Networking
	This is your opportunity to build new relationships. Don’t miss getting your morning energy while meeting up close and personal with speakers, sponsors and attendees. Take a moment over a cup of java to preview the agenda and what you expect to take away from the day’s sessions.
	8:15 am - 8:45 am	From the News Desk
	Matt Smith, Managing Editor, Real Estate Technology News Robin Wardzala, Managing Editor, RESPAnews.com Jeremy Yohe, Editor, The Title Report You will want to get in your seats early as the editors from October Research provide you a morning dose of business and regulatory news from the industry. You won’t have to worry about missing one e-mail update all day.
	8:45 am - 9:30 am	*A Customer Point of View*
	Carter W. Murdoch, PhD., Compliance Marketing & Executive Realtor Builder Mortgage Services Group, Bank of America Consumer Real Estate How long will the current housing and mortgage down cycle last, and what will the next upswing bring for the title industry? Hear about trends likely to affect your business from one of the nation’s leading mortgage and realty experts.
	9:30 am - 10:45 am	RESPA Reform: Legal Considerations and Business Realities
	Jeffrey A. Arouh, Partner, Holland & Knight Michael B. Pryor, President & CEO, Lenders Title Company, ALTA President-elect What legal and operational challenges will title agents face if HUD succeeds in its pursuit of new RESPA regulations? Hear two of the nation’s top legal and operating authorities discuss what’s in store for title agents as they contemplate adopting new RESPA rules and regulations.
	10:45 am - 11:00 am	Morning Break
	11:00 am - 12:00 pm	Title Agency Best Practices An Underwriter Perspective
	G. William Evans, CFO, LandAmerica Financial Group Curt Johnson, President, First American Title Insurance Tony Park, Executive Vice President & CFO, Fidelity National Financial Joe Casa, Founder and Publisher, The Title Report - Moderator We learn the most from those who are succeeding. Find out in this session from those that see the agent market across the country how successful agents are fighting the day to day battles to maintain market share and win new customers. And are you getting the most out of your relationship with your underwriter to help you defend your market share and win new share? Listen to the nation’s largest underwriters and their thoughts on how agents can be more competitive by using their underwriter relationship to provide new and different services to their customers.
	12:00 pm - 12:45 pm	Title Agency Best Practices An Agent Perspective
	Louis Frank, President, General Title & Trust Michael B. Pryor, President & CEO, Lenders Title Company, ALTA President-elect Judy Sasfy, Managing Partner, TiTAN Referrals Jeremy Yohe, Editor, The Title Report - Moderator Meet some of the title agency all stars that were selected by their peers throughout the country as being among the best at finding unusual pathways to success in a down market. Learn how they are winning business and maintaining market through service, innovation and tactical planning. They will share with you war stories from the trenches that will tell you what’s working and what’s not in keeping your agency relevant and a title insurance leader in a market looking for new solutions to serve the American consumer.
	12:45 pm - 1:30 pm	Lunch
	*1:30 pm - 2:45 pm*	Maximizing Your Resources
	*Track* 1: How Good are Your Resources for Addressing Special Needs in the Marketplace?
	Lawrence Fried, COO, Strategic Markets Division, First American Kevin Thomas, VP & Florida Underwriting Counsel, Stewart Title Garry Wolff, Owner, TIservices, LLC Darryl Turner, Founder & CEO, The Darryl Turner Companies - Moderator Learn how to enhance the attractiveness of your agency to existing and emerging markets. Hear what it will take to compete and win the business of the growing multi-cultural market, attract builders and developers through special underwriting expertise and ways to make your agency stand out from the crowd.
	Track 2: The Agent-Underwriter Dynamic: Getting the Most Out of Your Underwriter Relationship
	Cheryl Baillis, EVP & COO, Western Title & Escrow Roy Frank, District Manager, Stewart Title of California David Townsend, President & CEO, Farmers National Title Insurance Mary O’Donnell, President & CEO, Westcor Land Title Insurance - Moderator Are you getting the most out of your relationship with your underwriter? In this track, learn what’s on the mind of the nation’s independent title agents as you hear the results of the latest research from The Title Report and their survey of agents. Then listen to the underwriters and their thoughts on how agents could be more competitive by leveraging their underwriter relationship to provide new and different services to their customers.
	3:00 pm - 4:00 pm	*Expanding and Diversifying Your Agency*
	*Track* 1: *Is the Appraisal and Valuation Market Right for Title Agents*
	Jeff Schurman, Executive Director, Title and Appraisal Management Association A rash of new regulations at the state and federal level and recent guidelines from Fannie and Freddie will change the way mortgage lenders and originators order and use appraisals in their underwriting process. Hear one of the nation’s leading appraisal authorities outline the new regulations and discuss the financial opportunities that may be available for title agents to expand their services with lenders and real estate agents by offering a menu of appraisal and valuation products.
	*Track* 2: Tapping into Reverse Mortgages & the Fastest Growing Mortgage Segment
	David Gutmann, VP & Corporate Counsel, Customized Lender’s Services Ralph E. Rosynek, Jr., President & HECM Direct Endorsement Underwriter, 1st Reverse Financial Services, LLC If the REO market is not for you then consider expanding into the reverse mortgage segment. But how is this real estate transaction different than others and what will be required for your agency to offer up the unique services that the elderly require at the closing table? Learn the basics from those that know the market and have mastered what it takes to win business.