Affiliate Day

Ft. Lauderdale - Oct. 10 | Ft. Myers Beach - Oct. 17 | St. Augustine - Nov. 14

Register Now

Agenda

9:00 AM – 9:30 AM
9:00 AM – 9:30 AM
9:00 AM – 3:15 PM

‎9‎:‎30‎ ‎AM - ‎12‎:‎20‎ ‎PM
Education Session
‎9‎:‎30‎ ‎AM - ‎9‎:‎45‎ ‎AM
Welcome Remarks
Expand accordion
  • Shannon Widman, Deputy General Counsel, The Fund (Fort Lauderdale) 
  • Jeff Rogero, President & CEO, The Fund (Fort Myers & St. Augustine) 
‎9‎:‎45‎ ‎AM - ‎10‎:‎40‎ ‎AM
Real Estate Broker Relationships: Tools and Resources
Expand accordion
  • Shannon Widman, Deputy General Counsel, The Fund (Fort Lauderdale & St. Augustine) 
  • Kara Scott, Legal Education Attorney, The Fund (Fort Myers) 
‎10‎:‎40‎ ‎AM - ‎10‎:‎55‎ ‎AM
Networking Break in Expo
‎10‎:‎55‎ ‎AM - ‎11‎:‎50‎ ‎AM
Life After Death: Resolving Common Probate Commitment Requirements
Expand accordion
  • Kara Scott, Legal Education Attorney, The Fund 
‎11‎:‎50‎ ‎AM - ‎12‎:‎20‎ ‎PM
Closing Software & Fund Integrations Update
Expand accordion
  • Margaret Atkins Thumberg, Director, Professional Education & Title Plant Operations, The Fund
12:20 PM – 1:05 PMLunch
‎1‎:‎05‎ ‎PM - ‎4‎:‎15‎ ‎PM
Educational Session
‎1‎:‎05‎ ‎PM - ‎2‎:‎00‎ ‎PM
Goodbye GTOs; Hello Forever Reporting: FinCEN’s New Residential Real Estate Rule
Expand accordion
  • Kara Scott, Legal Education Attorney, The Fund (Fort Lauderdale) 
  • John “Jay” St. Lawrence, Regulatory Compliance Counsel, The Fund (Fort Myers and St. Augustine) 
‎2‎:‎00‎ ‎PM - ‎2‎:‎55‎ ‎PM
Possession is 9/10ths of the Law: Parties in Possession – Tenant Estoppels & SNDA’s
Expand accordion
  • Jennifer Barrow, Senior Commercial Underwriting Counsel, The Fund (Fort Lauderdale) 
  • John Brown, Senior Commercial Underwriting Counsel, The Fund (Fort Myers) 
  • Chris Bracken, Underwriting Counsel, The Fund (St. Augustine) 
‎2‎:‎55‎ ‎PM - ‎3‎:‎15‎ ‎PM
Networking Break in Expo
‎3‎:‎15‎ ‎PM - ‎4‎:‎15‎ ‎PM
A Fool and His Money
Expand accordion
  • Linda Monaco, Senior Legal Education Attorney, The Fund