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Affiliate Track at Fund Assembly 2021 Sessions

Learn MoreGeneral Session
Learn More Check, Please! Checklists, Forms & Communications

Check, Please! is a review of data collection forms, checklists and communications with the parties to a real estate transaction. New, dynamic forms and checklists will be presented with the suggested use of each. The forms, checklists and letters will all be in Word and customizable by the attendee for their specific purposes. The use of these tools will help ensure that all steps necessary for closing have been completed.

Learn More Data Privacy Incident Prevention: What Every Attorney Should Know

As massive data breaches make headlines and companies of all sizes are falling victim to cyberattacks, attorneys need to be aware of the cybersecurity threats to their firms’ data, how to respond to them, and their legal notification obligations. This presentation will discuss data privacy and security incident trends, the impact of “Work from home” on cybersecurity, the legal landscape of Florida’s privacy and security laws, recent regulatory enforcement actions, and best practices. 

Learn More Deep Dive into the Form 9

Title insurance policies separately provide coverage for owners’ and lenders’ unique interests.  For an additional premium, indemnification may be obtained for certain losses or damages not provided by basic policy coverage.  The form 9 series of endorsements provide such coverage for matters related to restrictions, encroachments and mineral rights.  This presentation will explain the rationale for requesting the additional coverage and the impact such requests have on title agents.

Learn More De-Mystifying Real Estate Transactions in Distressed or Insolvency Situations

This presentation will help real estate professionals recognize situations where special considerations are warranted to properly advise clients who are involved in or considering involvement in real estate transactions arising in bankruptcies, foreclosures, receiverships, and going concern circumstances.

Learn More RON & Digital Closings: Lessons Learned and Looking Ahead

The convergence of the pandemic with the advent of remote notarization in Florida has ignited the movement towards fully digital closings. This presentation summarizes where matters stand presently and where they might be heading.  

Learn More Shifts in the Claims Climate as a Result of COVID-19

Elsa Camacho and Megan Solomon spill the tea with real examples of particular claims and ways to avoid them. 

Learn More Title Teasers

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

Learn More Welcome

On-Demand Access

Fund Assembly On-Demand 2020



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