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Your Credits; Your Place.


Affiliate Track at Fund Assembly  2022

All sessions were recorded and ​will be available to purchase later in August.

Affiliate Track Fund Assembly Attendees
On-Demand access is included with your event registration.
You'll be notified via email when they are ready to watch.

Learn MoreAffiliate Track - General Sessions
Learn More Claims, Underwriting & Education – A Trio Working Together to Support You!

Fund leaders examine a variety of real estate transactional topics from the unique perspective of claims, underwriting and legal education.  This collaborative discussion provides a more comprehensive view to Fund Members who encounter these obstacles in their practice.  Issues addressed include mortgage satisfaction issues including missing satisfactions, indemnifications, and mortgage release certificates; judgment liens and consideration of homestead status; problems associated with real property taxes; and defects in certificates of acknowledgment.


George Perez
Senior Manager, Claims, Risk Analysis & Member Compliance, The Fund


Maggie Thumberg
Director, Professional Education & Member Support, The Fund


Melissa S. Scaletta
Vice President, Associate General Counsel, and Chief Underwriting Counsel, The Fund

Learn More Don’t Fear the Requirements

When there is a probate in the chain of title the requirements on the commitment can appear daunting. The first thing to understand is that a probate in the chain will require the review of the probate file. There are specific probate documents which will need to be recorded in the official records, not just in the probate court records. This session will answer some basic questions that arise due to commitment requirements related to a probate in the chain of title. Each probate requirement will be discussed, and many examples of documents will be reviewed. Once acquainted with the probate requirements, it is much easier to complete the daunting task.


Linda Neale Monaco, B. C. S.
Legal Education Attorney, The Fund

Learn More Get to Know Your CEO and President


Jeff Rogero
Chief Executive Officer & President, The Fund


Melissa Jay Murphy
Executive Vice President, Chief Legal Officer and General Counsel, The Fund

Learn More Protecting Against Cyber Risks: A Panel Discussion Featuring Planning Experts

FBI statistics reveal that computer crimes continue to disproportionately affect the real estate industry and is a constant cause for concern for those engaged in the closing process. This panel discussion features insurance industry and technology experts speaking on the evolving cyber risk insurance market and the controls closing agents need to adopt to protect client funds and data– and  themselves.


Michael Rothman
Senior Manager, Legal Education, The Fund


Bryan F. Thornton, CISSP, EnCE
Founder & Chief Executive Officer, Net Reaction, L.L.C.


Cynthia A. Zimmerman, RPLU, ACRA
Executive Vice President, Socius Insurance Services

Learn More Real Estate Settlement FAQs

Attorneys, title agents, and professional staff routinely provide settlement services in connection with purchase and refinance transactions.  Industry partners, clients and customers rely upon the expertise of such professionals to handle their transactions efficiently and within the legal boundaries fixed by federal and state law.  This presentation will review and explain the scope of these services within the context of frequently asked questions.

  • Learn how to itemize settlement charges compliant with Florida law
  • Understand difference between TRID and Florida legal requirements
  • Learn real estate settlement best practices


Robert Rohan
Regulatory Compliance Counsel, The Fund

Learn More Title Teasers

An interactive program where attendees are challenged to choose the proper underwriting responses based on real-life fact scenarios. A panel of Fund Underwriters provides discussion and analysis of the underwriting decision in each scenario.


John Benson
Underwriting Manager & Senior Underwriting Counsel , The Fund


Brian D. Stringer
Underwriting Counsel, The Fund


Caleb Hinton
Underwriting Counsel, The Fund


Deborah B. Ullman
Underwriting Counsel, The Fund

Learn MoreAffiliate Track - Commercial Session
Learn More Land Surveys – Boundary Concerns and the Benefit of Collaboration

Lawyers ask and expect a lot of surveyors, sometimes without completely understanding what goes into a survey. This is a high level presentation for the more seasoned practitioner, covering several things that every surveyor wishes their clients knew, and a few things that give many real estate attorneys pause when dealing with surveys and legal descriptions.

  1. Florida Standards vs. ALTA/NSPS Standards – lawyer’s and surveyor’s perspectives, Table A, Schedule B-II, right of ways and TIIF deeds
  2. Legal Descriptions and Boundary Determinations – plats, aliquots, metes and bounds, problematic monumentation, priorities of calls, water boundaries
  3. Instrumentation and measurement methodology


Andrew Snyder, P.S.M.
Founder & President, Landtec


Cynthia Raleigh
Senior Underwriting Counsel, Commercial Services, The Fund

On-Demand Access

Affiliate Track - Fund Assembly On-Demand

Fund Assembly On-Demand 2022



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Fund Assembly On-Demand 2020




Fund Affiliate Assembly Attendees
On-Demand access is included with your event registration. If you have questions, please email us at