Agenda - 2009 National Settlement Services Summit

AGENDA

Monday, June 15th
6:00 – 9:00 pm	Early Registration
7:00 – 9:00 pm	Observation and Data Collection: An Evening with the Observers of October Research Avoid the lines of early morning registration Tuesday. And while you’re here, get a head start on networking with the newsmakers and news reporters of your industry. Cocktails and light refreshments will be served compliments of TSS Software Corporation. Special Guests: Syndie Eardly, Editorial Director October Research; Jeremy Yohe, Editor The Title Report; David Napuk, Editor Valuation Review; Kelly McCarel, Editor RESPA News; Andrea Golby, Editor The Legal Description; Heather Taylor, Editor Real Law Central. Takeaway: Networking.

Tuesday, June 16th
7:00 – 8:30 am	Summit Registration
7:30 – 8:30 am	Meeting of the Minds – Power Networking Breakfast Two days of concentrated learning and discussion should start with a good breakfast! Take a few moments to locate your partners, customers and old colleagues before the seminar gets started. Takeaway: Networking.
8:30 – 8:45 am	Welcome and Summit Kick-off
8:45 – 9:45 am	Keynote Address: First Theory for Success – Know Your Customer’s Needs Business success comes from anticipating the needs of your market, and providing a solution that meets the need. One of the mortgage lending industry’s top decision-makers will tell you exactly what lenders will be expecting very shortly. Keynote Speaker: Joseph J. Murin, President, Ginnie Mae Takeaway: 1) Lender expectations from their settlement partners, 2) Trends in lending products and likely impact on title/settlement operations.
9:45 – 10:15 am	Q&A Breakout: The Scientific Method Take this opportunity to interact with a leader in the mortgage industry…come prepared with questions. Breakout Speaker: Joseph J. Murin, President, Ginnie Mae Takeaway: Q&A with leading mortgage lender.
9:45 – 10:15 am	Meeting of the Minds – Networking Break Take this opportunity to stay fueled up for a day of interactive learning and networking. Takeaway: Networking.
10:15 – 12:30 pm	Innovation Lab – Sales and Recruiting Break away for a hands-on session with the industry’s top sales and recruiting strategists. Learn how to build a flexible sales organization, and steer it through changing markets. Speakers: Bob Skalstad, President, SCI& Executive Vice President and a Principle of Corporate Management Advisors (CMA); Darryl Turner, Founder & CEO, The Darryl Turner Companies Takeaway: 1) Elements for building a successful sales organization: recruiting, retention, management, organizational approaches. 2) Trends in sales and impact of changing markets.
10:15 – 12:30 pm	Innovation Lab – Closing with the New GFE and HUD-1 Come Jan. 1, 2010, it will become mandatory to use the new GFE and HUD-1 forms. Will your agency be prepared to close transactions with these documents? You won’t want to miss this presentation as our expert panelists discuss implementation issues, new liabilities and penalties to be aware of, process details for final HUD-1 approval and GFE overages, and offer real-life examples of how to fill out the new forms. Speaker: Richard J. Andreano, Partner, Weiner Brodsky Sidman Kider PC; John Socknat, Member, Weiner Brodsky Sidman Kider PC Takeaway: Case studies for non-traditional product lines offered by once-traditional title agencies.
12:30 – 1:30 pm	Networking Lunch Rather spend your lunch meeting colleagues and winning new business? This is the lunch for you. Takeaway: Networking
12:30 – 1:30 pm	Learning Lunch Rather take away additional strategies and methodologies from proven success stories? This is the lunch for you. Speaker: Joseph Petrelli, President, Demotech, Inc Takeaway: Additional strategies and information the ‘other guys’ won’t get.
1:30 – 3:00 pm	Second Theory for Success – Forge and Execute Your Leadership Strategy Successful businesses go where their managers and leaders take them. Hear from the industry’s top minds and most successful leaders on what it takes to keep growing no matter what the market. Speakers: Paul Doman, President and CEO, Accurate Equity Group; Julie Joseforsky, CEO, SVP Consumer Bank Lending IndyMac Bank; Bob Miller, CEO and Co-founder, TSS Software Corporation; Leslie Rennell, CEO, Resource Title Takeaway: 1) The practical difference of leadership and management. 2) Management strategies for changing markets. 3) The impact of market trends on successful management teams.
3:00 – 3:30 pm	Q&A Breakout: The Scientific Method Take a moment to grill the leaders on management strategy. Bring your customized questions and prepare for tailored takeaways. Breakout Speakers: Julie Joseforsky, CEO, SVP Consumer Bank Lending IndyMac Bank; Bob Miller, CEO and Co-founder, TSS Software Corporation; Leslie Rennell, CEO, Resource Title Takeaway: Q&A with leaders on management strategy.
3:00 – 3:30 pm	Meeting of the Minds – Networking Break Take this opportunity to stay fueled up for a day of interactive learning and networking. Takeaway: Networking.
3:30 – 5:00 pm	Third Theory for Success – Understand and Maximize the Agent-Underwriter Relationship It’s easy to point fingers these days; however, come to this session prepared for a productive discussion about what underwriters of all sizes can do to help agents, and how agents can maximize these benefits. Speakers: George Houghton, Executive Vice President, Agency Services Group, Stewart Title Guaranty Company; Susan Jones, President, Royal Title; Mary O’Donnell, President & CEO, Westcor Land Title Insurance Company; Mark Tidd, President, TitleOne Corporation; David A. Townsend, President and CEO, Agents National Title Insurance Company Takeaway: 1) Understanding of the most recent changes in the agent-underwriter dynamic. 2) Actions underwriters are taking to serve agents: new products, new services, and new tactics. 3) Methods for agents to maximize benefits
6:30 – 9:30 pm	Opening Night Reception – Celebrating the Science of Success! Enjoy great food from the famous Morton’s Steakhouse and cocktails on the shores of Lake Erie at Cleveland’s own Great Lakes Science Center. This will be the networking event of the year for settlement services professionals! Takeaway: Networking and Morton’s!

Wednesday, June 17th
7:00 – 8:00 am	Meeting of the Minds – Power Networking Breakfast Your last day of concentrated learning and discussion should start with a good breakfast! Take a few moments to schedule some meetings, exchange cards, and close the deals you discussed yesterday before the speakers get started. Takeaway: Networking.
8:00 – 8:15 am	Day One Video Montage and Welcome
8:15 – 9:30 am	Fourth Theory for Success – Anticipate and Observe Trends in Your Market Your customers are speaking! While your competitors are complaining about what the markets aren’t doing, successful pros like you are adapting to what the markets are, and will be, doing. Speakers: Kevin M. Breeland, General Manager, Residential Mortgage of South Carolina; Howard W. "Hoby" Hanna, IV, President, Howard Hanna Ohio Takeaway: 1) Trends in customer expectations. 2) Trends in customer product. 3) Trends in customer-partner communication.
9:30 – 9:45 am	Meeting of the Minds – Networking Break Take this opportunity to stay fueled up for a day of interactive learning and networking. Takeaway: Networking.
9:45 – 11:45 am	Innovation Lab – Marketing and Lead Generation Step into a hands-on session providing strategies for use of marketing, public relations, social media and advertising in a RESPA-compliant manner to identify and reach prospects and new customers. Speakers: Charles C. Cain, President of Alliance Solutions, LLC & Of counsel, The Sterbcow Law Group; Rick Grant, Principal, RGA; Brian Rieger, Principal, True Impact Communications Takeaway: Elements for building a low-budget marketing strategy, list-building, cost-effective prospect exposure through media, online and direct marketing, effective social media and e-mail tactics and measurement.
9:45 – 11:45 am	Innovation Lab – Operations and Systems as Money-Makers It’s an industry with thin margins, and the winners are the ones who get the most done with the least. Get a hands-on tutorial on creative ways to cut costs and streamline production using technology, workflow strategy, training and personnel/staffing approaches. Speakers: David Coleman, Managing Director, The Summit Point Group; Mick Goldstein, EVP, Business Development, Realty Data Corp; Lou Phillips, Deputy General Manager, UST Global; Bill Stueber, Chief Executive Officer, Garden Home Title Takeaway: 1) Effective and innovative systems strategies. 2) Methodologies for designing and building a streamlined workflow. 3) Personnel/staffing strategies for maximum cost effectiveness.
11:45 – 12:30 pm	Networking Lunch Rather spend your lunch meeting colleagues and winning new business? This is the lunch for you. Takeaway: Networking.
11:45 – 12:30 pm	Learning Lunch Rather take away additional strategies and methodologies from proven success stories? This is the lunch for you. Speaker: Travis Wright, Principal, Wright Advisors Takeaway: Additional strategies and information the ‘other guys’ won’t get.
12:30 – 2:00 pm	Fifth Theory for Success – Analyze the Parameters of Compliance It’s a highly regulated industry, and the rules are changing. Hear from one of the industry’s top RESPA compliance attorneys about what you will need to know, and need to do, to make the most of the new regulatory scheme. Speaker: Jeff Arouh, Partner, Holland & Knight LLP Takeaway: 1) Case law and regulatory review. 2) Practical approaches for cost-effective compliance. 3) Dos and Don’ts under the new scheme. 4) Enforcement trends and projections.
2:00 – 2:15 pm	Meeting of the Minds – Networking Break Take this opportunity to stay fueled up for a day of interactive learning and networking. Takeaway: Networking
2:00 – 2:15 pm	Q&A Breakout: The Scientific Method Take advantage of access to one of the nation’s leading RESPA attorneys. Bring your customized questions and prepare for tailored takeaways. Breakout Speaker: Jeff Arouh, Partner, Holland & Knight LLP Takeaway: Priceless information on RESPA compliance.
2:15 – 3:30 pm	Sixth Theory for Success – Observation, Deduction...Innovation Learn how some of the industry’s brightest have broken out of the box to find success regardless of the market. Speakers: Tom Cronkright, Owner & CEO, Sun Title Agency; Paul J. Mass, President, Closing.com; Anthony Nalbone, National Director, Evofi Connect Takeaway: Case studies and white paper report for non-traditional strategies and products making their way into the market today.
3:30 – 3:40 pm	Summit Closing and Adjourn

TSS Software Corporation
Presenting Sponsor

TSS Software Corporation is the premier independent software provider for the title and settlement services industry. The company proudly delivers software systems acclaimed for their value, ease of use and flexibility. Our flagship TitleExpress production system is used by companies of all sizes, from 1 to 1000-plus users. Its underwriter-neutral design and compatibility with all business models makes it indispensable for independent title agents, direct operations and underwriters nationwide.

Our powerful enterprise suite packages online transaction management, a robust document imaging system, abstract data management, customizable management reporting, and extensive multi-state documents.

To learn more about our industry-leading systems, go to www.iwantTSS.com, or call 888-268-0422.

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Stewart
Opening Night Reception and General Session Sponsor

Why Stewart? Because our top priority is helping title agencies grow their business. For over a century now we've help agencies achieve their goals with our underwriting expertise, unbeatable service and innovative technology. And Stewart has the financial strength to handle your largest commercial and residential transactions. For more information, visit stewart.com/agencyservices.

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First American Title Insurance Company
Breakfast Sponsor

The First American Title Insurance Company, the largest subsidiary of The First American Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for purchases, construction, refinances, or equity loans.

Visit www.firstam.com

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Skalstad Consulting, Inc.
Exhibitor & Breakfast Sponsor

Skalstad Consulting Inc. (SCI), leveraging a team of industry veterans, guides financial industry firms to greater profitability and market share by maximizing the firm’s human and intellectual capital. SCI supports these efforts with industry-leading products and services, including executive recruiting, training and development, private equity, business processes improvements and outsourcing, and technology.

Please visit us at www.skalstadconsulting.com!

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Syndie Eardly

Syndie Eardly is Editorial Director of October Research, overseeing the editorial content for the company’s five newsletters for the real estate, mortgage and settlement services industries, including The Title Report, The Legal Description, Valuation Review, RESPA News and Real Law Central. She also manages the content for the company’s two national conferences, the National Compliance Summit held in February each year, and the National Settlement Services Summit held in June in Cleveland. Syndie has over 20 years experience as a writer and journalist, having worked for weekly community and legal newspapers. Prior to joining October Research in 2003, she was communications director for the Cleveland Bar Association.

Contact Syndie:
Contact via e-mail or
call 330-659-6101 x 6619

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Jeremy Yohe

Jeremy Yohe is the editor of The Title Report, which provides business news and analysis for the settlement services industry. Prior to joining October Research, Jeremy was the managing editor of The Massillon Independent, a daily newspaper in Northeastern Ohio. He has 15 years experience as a journalist and has won several Society of Professional Journalism awards for his work at The Title Report, and Associated Press awards for writing and design while working for several newspapers in Ohio and Indiana.

Contact Jeremy:
Contact via e-mail or
call 330-659-6101 x 6124

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Kelly McCarel

Kelly McCarel is the editor of RESPAnews.com and RESPA News Monthly at October Research Corporation. She reports on the latest RESPA developments through RESPAnews.com, the first and only online publication dedicated to covering all of the issues and news related to the Real Estate Settlement Procedures Act. Prior to joining October Research, Kelly worked in a corporate environment, serving as a communications specialist and handling much of the company’s internal communications. She has also served as editor of the Cleveland Bar Journal at the Cleveland Bar Association, and as associate editor of a statewide legal newspaper in Ohio.

Contact Kelly:
Contact via e-mail or
call 330-659-6101 x 7092

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Andrea Golby

Andrea Golby is a writer for The Legal Description, October Research’s legal and regulatory newsletter for the settlement services industry. Much of her work focuses on informing readers about pertinent caselaw, newly filed lawsuits, proposed legislation and other critical regulatory issues impacting title agents, attorneys, and closing agents across the country. She is a graduate of Ohio University’s E.W. Scripps School of Journalism where she gained experience working for several local newspapers.

Contact Andrea:
Contact via e-mail or
call 330-659-6101 x 6103

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David Napuk

David Napuk s the editor of Valuation Review, the print and online newsletter that explores the news and issues in the appraisal industry. Prior to joining the October Research team, David was the managing editor of Success magazine. With almost ten years experience as a journalist, he has worked as a writer and editor on several magazines and websites in both the USA and the United Kingdom.

Contact David:
Contact via e-mail or
call 330-659-6101 x 6144

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Heather Taylor

Heather Taylor is associate editor for Real Law Central, which covers legal and regulatory news for the real estate industry. Prior to joining the October Research team, Heather covered business and industry-related news for turf care-related trade publications, specializing in Web reporting. She also has previous experience as a newspaper reporter.

Contact Heather:
Contact via e-mail or
call 330-659-6101 x 6500

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Joseph J. Murin

Joseph J. Murin was sworn in as President of the Government National Mortgage Association (Ginnie Mae) on July 1, 2008. His primary responsibility is to oversee Ginnie Mae’s mission of making affordable housing a reality for millions of Americans. As President of Ginnie Mae, Mr. Murin operates a multi-billion dollar company, responsible for a wide range of risk management initiatives, including capital market activity and credit loss, and has oversight of more than 200 lender servicing operations. Mr. Murin brings with him more than 36 years of experience in the mortgage and banking industry. Prior to his appointment, Mr. Murin served as Managing Partner with Mortgage Settlement Network, LLC. He was responsible for the strategic direction of the company and served as the driving force behind their long-range plans and objectives.

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Bob Skalstad

Bob Skalstad is the President of Skalstad Consulting, Inc. (SCI) and an Executive Vice President and a Principal of Corporate Management Advisors (CMA). During his 25-year career in the financial services industry, Skalstad has served in a number of roles for a wide variety of organizations, including national account sales, management and consulting with Unisys, CMSI, TRW Information Services/Strategic Management Services and ALLTEL Information Services. His professional memberships include Mortgage Bankers Association, ALTA and TAVMA. He is very active as an industry speaker, conference presenter and moderator.

Contact Information:
bobs@cmainc.com
407.221.4296

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Darryl Turner

Darryl Turner is a leading expert in helping title companies achieve and exceed their business goals. Known for his integrity in the sales process, over the past 14 years, Turner has built a national, multi-million dollar consulting and sales and training company. Darryl has become a friend and mentor to those in the title and real estate related industries. Turner's focus is to see individuals and companies achieve ultimate success in the world of sales without compromising integrity. He is Founder and CEO of The Darryl Turner Corporation based in Modesto, California.

Contact Information:
darryl.turner@darrylturner.com
209.548.9000

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Charles C. Cain

Chuck Cain has been in the Title Insurance industry since 1977. He has been nationally prominent in the creation and management of compliant affiliated and alliance relationships having been involved in the creation of over 400 such relationships in over 20 states. He is former chair of the Real Property section of the Cincinnati Bar Association, a former director of the Cincinnati Mortgage Banker’s Association and a recipient of a special citation from the U.S. Department of Housing and Urban Development concerning Fair Housing Best Practices. He brings a great depth of knowledge of all aspects of the real estate industry.

Contact Information:
ccainalliance@gmail.com
513.543.4545

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Rick Grant

Rick Grant has been a writer and journalist for over 25 years and is the founder of Jim Thorpe, Pa.-based Rick Grant & Associates (RGA), a company he founded in early 2007 to provide businesses with customized strategic communications solutions. Prior to launching RGA, Grant founded Texell Interactive Media, a production company delivering electronic audio and video content for Web-based marketing. In his roles as both president and CEO, Grant designed, wrote and produced Internet marketing collateral for more than 20 clients. Grant is frequently featured in the financial industry’s top publications as a contributing writer and is often asked to share his expertise by speaking at national conferences and hosting seminars.

Contact Information:
rick@rickgrant.net
570.497.1026

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Brian Rieger

Brian is a former litigator with eight years of public relations and marketing communications experience. He has served the title and settlement services industry for six years, providing strategic counsel for national underwriters, technology developers, title agencies and vendor management companies of all sizes. Brian is comfortable delivering counsel on PR, marketing and advertising strategies; event planning; and social media. Brian will review simple and practical strategies for telling one’s corporate story through a variety of cost-effective media.

Contact Information:
brian@trueimpactcommunications.com
330.348.1678

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Susan R. Jones

Susan Jones is a co-owner of Royal Title Services - Statewide. Her professional career reflects over 20 years of residential and commercial real estate industry experience in the Land Title Insurance business by providing full service land title information and real estate closings that serve local, statewide, and national customers. Ms. Jones professional and volunteer positions include being State President of the Indiana Land Title Association, President of the Western Division of the Board of Realtors, President of the Avon Rotary, President of the Indianapolis Title Association, and Fifth Third Bank Board Member. Additionally, she has been chosen by the Indianapolis Business Journal (IBJ) to be in the “40 Under Forty” and Royal Title has been consistently named in the IBJ as one of the top Women Owned Businesses. She speaks throughout the country for Land Title, Realtor, and Lending groups on various Personal Development and Land Title related topics and she is a graduate of Purdue University.

Contact Information:
susan.jones@royaltitle.com

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Julie Joseforsky

Julie Joseforsky is a Senior vice president and the Director of Consumer Lending for M&I Bank. Prior to joining M&I Bank, she was the CEO, Senior vice president of the Consumer Bank Lending division for IndyMac Bank and prior to that she held the position of President of Key Bank Mortgage, overseeing the vendor management and indirect home equity divisions. She has also held director roles in Compliance and Direct Lending at HSBC and director roles in Mortgage and Home Equity Lending and Marketing at JP Morgan Chase.

Contact Information:
julie.joseforsky@micorp.com
630.742.2800

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Bob Miller

Bob is chief executive officer and co-founder of TSS Software Corporation, a leading provider of software and services to land title professionals since 1993. He has over 30 years of real estate industry experience and holds a Masters Degree in Business Administration and a Ph.D. in Economics. He has served as a faculty member in the Graduate Business School at Johns Hopkins University as well as the business schools at the University of Baltimore and American University in Washington, D.C.

Contact Information:
rmiller@iwanttss.com
443.321.5612

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Leslie Rennell

Leslie Rennell has been with Resource Title, one of the nation’s largest independent title agencies, for over 11 years. She has grown what was a small regional agency into one of the largest independent, full-service title companies in the nation. Leslie has rounded her firm’s service offerings to include REO, default and foreclosure servicing, relocation services and commercial title in addition to traditional full-service residential title and closing. Leslie has spoken at the Mortgage Banking Association’s Western Servicing Conference, the Five-Star Default Service Conference and the National Settlement Services Summit, among other events.

Contact Information:
lrennell@resourcetitle.com
216.520.0050

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George Houghton

George Houghton has thirty-three (33) years of title industry experience. George has experience in the areas of abstracting, title examination, underwriting, closing, title policy preparation, accounting, branch office management, company management, claims handling and as district manager servicing and supporting independent title agencies. His present position is Executive Vice President, Agency Services Group, Stewart Title Guaranty Company. George was Senior Vice President and National Closing Officer for Stewart Title of Houston from 1998-2000. From 1984-1996 George was President of Fort Bend Title Company and its subsidiary, Citizens Title Company, which were both independent title agents in the Houston area.

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Mary O’Donnell

Mary O’Donnell is President and CEO of Westcor Land Title Insurance Company, a California domiciled underwriter currently licensed in 19 states. Westcor is an agent-based independent underwriter committed to aggressive expansion through relationships with independent entrepreneurial agents. Westcor currently maintains regional offices in Nevada, Arizona, California and Florida. Mary is admitted to practice law in the States of New York and Florida. She is one of the authors of the Florida Land Title “Title Insurance Handbook”. Mary is a member of the American Bar Association, the New York State Bar Association, and the Florida Bar Association.

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David A. Townsend

David A. Townsend is President and CEO of Agents National Title Insurance Company, a regional title insurance underwriter based in Columbia, Missouri. Agents National Title Insurance was founded to meet the needs of independent title agents. Mr. Townsend has many years of experience in the areas of real estate and title law. Mr. Townsend is a speaker for the Missouri Land Title Association Title School and continuing education seminars. He is a member of the American Bar Association, the Missouri Bar Association, and the Missouri Department of Insurance Title Insurance Advisory Committee, Missouri Land Title Association, Indiana Land Title Association and Arkansas Land Title Association.

Contact Information:
dtownsend@agentstitle.com
573.442.3351

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Howard W. "Hoby" Hanna, IV

As President of Howard Hanna Ohio, Hoby knows and understands every aspect of the real estate industry through first-hand experience, gained beginning in childhood as the member of a family that owns a dynamic, nationally recognized real estate business. Today, as President of Howard Hanna Ohio, he directs the business and operational efforts of Howard Hanna throughout the state of Ohio and works with the firm’s clients, branch managers and REALTORS® to insure the company’s on-going reputation for excellence. He also is in charge of land development, works with Howard Hanna Mortgage, and Barristers of Ohio Title & Escrow Services and Howard Hanna Insurance.

Contact Information:
hobyhanna@howardhanna.com
216.447.4477

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Richard J. Andreano

Richard Andreano focuses on regulatory compliance, transactional and administrative matters for residential housing and financial clients. His practice includes: Advising lenders, brokers, financial service companies, builders, title companies and real estate professionals regarding matters involving RESPA, TILA, ECOA, FairHA, FCRA, FDCPA, HMDA, information privacy and safeguarding requirements and other federal and state laws; Assisting clients with affiliated business arrangements, marketing and incentive programs, and developing new loan programs and arrangements; Representing clients in RESPA, fair lending/housing and other administrative investigations and enforcement actions.

Contact Information:
andreano@wbsk.com
202.628.2000

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Mick Goldstein

Mick Goldstein joined RealtyDataCorp in November 2008 as Executive Vice President, Business Development, reporting to Bill Welge, President of RealtyDataCorp. Prior to joining RealtyDataCorp, Goldstein was Executive Vice President, Business Development for Closing Market, division of RamQuest Software, from October 2006 through October 2008. He was responsible for creating and managing strategic alliances between RealEC Technologies and such entities as LOS’ and other order-originators, Fannie Mae & Freddie Mac, MI companies, and major RealEC-connected services providers such as Fidelity National Financial, LandAmerica Financial Group, Lender’s Service, Old Republic and Stewart Mortgage Information Services.

Contact Information:
mickg4@aol.com
714.501.9009

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Lou Phillips

Lou has more than 25 years experience in the financial services industry and more than 10 years in experience in mortgage banking. He is responsible for successfully transitioning client processes to UST Global and building partnerships by consistently delivering quality service. Previously, Lou was a senior vice president at JPMorgan Chase where he was responsible for eCommerce initiatives, vendor management and creating joint ventures. He designed, built and managed outsourced banking environments for clients such as HSBC and Bank of New York, and created systems and built relationships to support third-party services within mortgage process.

Contact Information:
Louis.phillips@ust-global.com

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Bill Stueber

Bill Stueber is the Chief Executive Officer of Garden Home Title Group, a national title, escrow and settlement service provider formed in 2004 and based in Sunrise, FL. Since 2005, Bill has also served as Managing Partner of Title Advisors Group, which delivers enterprise-class technology solutions and software consulting to title companies across the country. TAG had successfully guided its clients to uncommon profitability and increased market share. Optimistic, as the title industry enters an unprecedented period of opportunity stemming directly from rapid, broad-based changes in regulatory and internet technology influences, TAG provides a cost-effective, high ROI value proposition to its client base.

Contact Information:
bill@gardenhometitle.com
954.495.0157

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Jeff Arouh

One of the nation's leading RESPA attorneys, Jeffrey Arouh, is a partner in the New York City office of Holland & Knight. He has practiced in the real estate, executive relocation and settlement services areas for several years, and represents developers, title insurance companies, real estate brokers, appraisers and title insurance agencies, among others. A frequent lecturer for seminars and conferences on numerous legal issues relating to compliance and transactions involving real estate, title, mortgage banking and consumer finance, Mr. Arouh will discuss the legal requirements and practical considerations necessary for setting up a large and small joint venture or affiliated arrangement during the AfBA Tool Kit session.

Contact Information:
Jeffrey.arouh@hklaw.com

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Tom Cronkright

Thomas W. Cronkright II is a founding member of Sun Title Agency and serves as its Chief Executive Officer. He is a licensed title producer in multiple states. Tom is an attorney admitted to practice in the State of Michigan and holds a real estate broker's license. His primary responsibilities include marketing, strategic planning, business development and oversight of the company's commercial property division.

Contact Information:
tconkright@suntitleagency.com
616.458.9100

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Paul J. Mass

Paul is the president of Closing.com, a one-stop-shop for real estate closing services on the Web. Paul also serves as President of Mass Ventures, a closely-held LLC through which he manages private equity investments. Between 1987 and 1997, Paul served as COO of CableSouth Inc., which he and ClosingCorp CEO Tony Farwell built into a highly-profitable southeastern MSO, which was sold to Charter Communications in 1995. Paul and Tony also co-founded TV Data Technologies LP, the world’s largest TV listings and entertainment information provider, later sold to the Tribune Company.

Contact Information:
pmass@closingcorp.com
404.402.6141

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Anthony Nalbone

Anthony Nalbone serves as the National Director of "Text2Title.com"; an authorized representative for Connnettotitle; an innovative advertising and relationship tracking solution platform that puts title information at realtor’s/lender’s fingertips 24/7. Prior to his current role, Anthony held the position of Vice President, Alliance Partner for LandAmerica Financial Group’s family of companies throughout the Western United States. He has extensive experience within the title and settlement services industry, including starting, running and growing successful title and mortgage operations with a heavy emphasis on utilizing technology to maximize sales revenue.

Contact Information:
Anthony@text2title.com
602.820.6264

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John Socknat

John’s practice focuses on state and federal regulatory compliance matters related to the financial services industry. John represents and advises mortgage companies, consumer finance companies, financial institutions, title companies, real estate brokers and secondary market investors on issues such as: state and federal licensing and approval requirements, including those related to stock and asset acquisitions; state laws and regulations concerning fees, disclosures, interest rates, and practices; federal laws including, but not limited to ECOA, FCRA, GLBA (privacy), RESPA & TILA; e-commerce issues, including electronic signatures, electronic storage of records and electronic delivery of disclosures.

John also performs specialized regulatory compliance due diligence on lenders, servicers and other settlement service providers; develops, structures and negotiates business relationships, including joint ventures and asset and stock transactions; assists with structuring operations and developing compliance programs; and represents clients in state and federal enforcement actions.

John is a member of the Advisory Council to the American Association of Residential Mortgage Regulators (AARMR), and is working closely with the Conference of State Bank Supervisors (CSBS) in the testing and implementation of the CSBS/AARMR Nationwide Mortgage Licensing System (NMLS).

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Joseph Petrelli

Mr. Petrelli's background includes 36 years of progressively responsible property, casualty and title insurance actuarial and statistical work. In 1985, he authored an MBA research paper entitled “An Actuarial Perspective on Title Insurance,” and in 1999, was a contributor to a Commerce Clearing House publication that presented information on the emerging title insurance market in Canada. In 2003, Demotech, Inc. purchased Performance of Title Insurance Companies from Corporate Development Services.

Contact Information:
jpetrelli@demotech.com
614.761.8602

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Mark Tidd

Mark Tidd is President and founder of TitleOne Corporation, a leading title and escrow service provider in Boise, Idaho and Las Vegas, Nevada. Prior to starting TitleOne he served as Vice-President/Chief Financial Officer and Treasure Valley Operations Manager for Alliance Title & Escrow for seven years. From March 1987 to March 1994 Mr. Tidd served as project business manager for Morrison Knudson Corporation. Mr. Tidd has a degree in finance from the University of Idaho and a Masters of Business Administration from Boise State University.

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Kevin M. Breeland

Kevin M. Breeland has been in mortgage banking for 30 years. He currently is the vice chairman for RESPRO, and serves on the policy committee, state issues task force, mortgage task force, membership task force, executive committee, and meeting committee. He also previously served as president of the Alaska Mortgage Bankers Association, legislative committee for Alaska Mortgage Bankers Association, Charleston Trident Association of Realtors housing opportunities committee (RHOF) and CTAR legislative committee.

Contact Information:
breelandk@residentialmtg.com
843.284.0747

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David Coleman

David Coleman is the Managing Director of The Summit Point Group, a strategic management and technology consulting firm. He is a former Fortune 100 senior executive with over twenty-five years of leadership experience. He most recently served as Vice President of Technology at Fannie Mae where he led strategic business and technology planning. During his tenure at the company, he managed technology and business divisions as the mortgage industry went through significant transition and was forced to cope with multiple crises.

Contact Information:
davidcoleman@thesummitpointgroup.com

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Travis Wright

Travis is the principal of Wright Strategy Advisors, consulting to clients on customer centric and social media business strategies. His career spans over 30 years in the real estate industry serving in leadership roles in real estate franchising, mortgage banking, corporate relocation and title insurance operations. He most recently served as the founder and president of Stewart Transaction Solutions at Stewart Title where he marketed Internet-hosted software technologies to the Realtor, lender and title insurance industries.

Travis is a frequent speaker at industry events, is married to a top-producing Realtor, and resides with his wife and Dachshunds in The Woodlands, TX.

Contact Information:
travis-wright@comcast.net
281.217.2789

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