Florida real estate industry’s trending topics and most relevant information.

In-Person Registration Ends 4/19!

Thursday, May 10

8:00 AM – 7:30 PM Registration Desk Open
9:00 AM – 7:30 PM Expo Open
11:00 AM – 11:45 PM DoubleTime User Forum - Optional and Product Specific
1:00 PM – 2:40 PM 

1:00 PM - 1:50 PMLearn More Learn More From the Crypts of the Claims Department: A Panel Review of Recent Claims and the Year That Was

Title claims arise from a myriad of causes, including reasons beyond a Fund Member’s control. With the input from a panel of The Fund’s outside claims counsel, we will examine some of the more interesting and illustrative title claims that The Fund’s Claims Department handled over the past year. As will be shown, while many claims are avoidable, some occur despite the Fund Member’s best practices. A “year in review” of claims will also be presented.


1:50 PM - 2:15 PMLearn More Learn More Fund General Counsel’s Perspective

Important updates and recent changes that are impacting the Real Estate industry in Florida.


  • Speaker: Melissa Murphy, Executive Vice President, Chief Legal Officer, General Counsel and Secretary, The Fund
2:15 PM - 2:40 PMLearn More Learn More Florida’s Political Landscape in 2018

This session will provide a broad overview of the 2018 Florida Legislative Session, including a look at the political dynamics and major issues occupying the Florida Legislature as our state moves toward a very significant 2018 election. In addition to federal and state legislative races, the governor and all cabinet officers will be up for election, with all of the incumbents in these offices forced out by term limits. The session will also include a discussion of future changes in the leadership of the Florida Senate and House of Representatives as we look ahead to the 2019 Legislative Session and beyond.


  • Speaker: Warren Husband, Managing Shareholder, Metz, Husband & Daughton, P.A.
2:40 PM – 3:10 PM Refreshment Break at the Expo
3:10 PM – 5:35 PM General Session

3:10 PM - 4:00 PMLearn More Learn More Current Conditions and Trends in Florida’s Housing Markets

Florida’s housing market certainly made an admirable recovery in the years following last decade’s housing bust, but today it faces a supply shortage that threatens its continued expansion. Current homeowners are increasingly staying in place for longer periods of time, and new home construction has not kept up with the pace of Florida’s renewed and robust job and population growth. Will this bottleneck in the inventory of homes for sale continue? And what are the potential consequences if it does?


4:00 PM - 5:15 PMLearn More Learn More Title Teasers

Fund Assembly attendees test their knowledge of title insurance and Florida real property law with a series of multiple choice questions. Led by The Fund's Underwriting Counsel, attendees are encouraged to participate in answering challenging questions. Model solutions and commentary are provided by a panel of experts composed of Fund Underwriting Counsel.


  • Moderator: John Benson, Associate Underwriting Manager and Senior Underwriting Counsel, The Fund
  • Panelist: Scott Jackson, Underwriting Counsel, The Fund
  • Panelist: Silvia Rojas, Senior Underwriting Counsel, The Fund
  • Panelist: Steven Presley, Underwriting Counsel, The Fund
5:15 PM - 5:35 PMLearn More Learn More Fund Chief Executive Officer's Perspective

Highlights from the past year and a discussion of  the future of The Fund.


  • Speaker: Jimmy Jones, Chief Executive Officer, The Fund
5:35 PM – 7:30 PM Networking Reception at the Expo
5:45 PM – 6:45 PM Pavaso Presentation, Floridian Ballroom (Optional and Product Specific)

Friday, May 11

8:00 AM – 5:30 PM Registration Desk Open
8:00 AM – 3:45 PM Expo Open
8:45 AM – 12:00 PM (Includes Two Refreshment Breaks at the Expo)

Learn More Employment Law 101: What Real Estate Lawyers Need to Know on Employment Law

What’s all the fuss about #MeToo, class actions, and workplace accommodations?  Find out during this presentation, which will address employment law basics as well as major hot-button and ongoing issues in workplace law.


Learn More Every Bankruptcy Tells a Story

This program will provide guidance on Bankruptcies in title transactions. After providing an overview of Bankruptcy along with helpful terminology, the program will address the process of reviewing a bankruptcy for pertinent documents. The program will then take a practical approach to understanding what effect the bankruptcy has on the title of the subject property, as well as what may need to be done to get to the closing table.


  • Speaker: Lee Offir, Senior Underwriting Counsel, The Fund
Learn More FLORIDA LLCs; What’s Important to Know When Working with Florida LLCs in Real Estate Transactions

This session will include a discussion of entity selection and characteristics of LLCs, their history, and a comparison of LLCs to corporations. The session will also include a discussion of the following topics: how to form an LLC; what to include; the importance of the operating agreement; statement of authority; terminology and discussion of “manager managed” and “member managed”; title issues; authorization issues; effect of charging orders, and fraud prevention issues.


  • Speaker: James Marx, Managing Partner, Marx Rosenthal PLLC
Learn More How to Plan for the Unplanned - Keep Your Firm Running after an Emergency

Suddenly your company is faced with an emergency that requires quick relocation, scaling back to mission-essential functions, and delegating decision-making authority. You don’t know where to begin! Learn the critical components of a Continuity of Operations Plan (COOP) that focuses on what’s needed to keep your business running during emergencies and operational disruptions.


  • Speaker: Leslie Stout , Administrative Manager, Broward County Office of Public Communications
  • Moderator: Bob Rohan, Regulatory Compliance Counsel, The Fund
Learn More Oh, What a Tangled Web We Make When There is a Trust or Probate

This program will help you untangle the web of common trust and probate issues and assist you in finding a clear path to closing the transaction. Examples will be used to navigate the tangled webs of trust agreements and probate estates helping to pinpoint the critical elements to satisfy common B-I requirements. Don’t let the tangled webs of trusts and probates scare you.


Learn More Practicing with the Department of Transportation

A practitioner’s perspective of working with the Florida Department of Transportation on development, eminent domain, and inverse condemnation matters.  This presentation includes case studies and examples of assisting developers and property owners related to historical right-of-way corridors, exactions, access modifications, and eminent domain takings.


Learn More Repurposing Environmentally Contaminated Properties

Once-valuable commercial properties sometimes become subject to regulatory enforcement due to environmental contamination of soil and groundwater, adversely affecting their usefulness and marketability. This presentation will be an overview of regulatory authority used to repurpose the use of environmentally impaired properties using various examples of properties which have gone through such a process. It will discuss the legal, construction and engineering factors necessary to the revitalization of these properties.


Learn More 7 Proven Ways to Market Your Title Insurance Practice in 2018

Between ALTA Best Practices, TRID, and RESPA, the past couple of years have been quite the learning experience on staying compliant while still effectively marketing your title agency or real estate law firm.

We'll open up the curtains on the best ways we've been able to market the title companies and real estate law firms we work with.

You'll learn:

  • How to make your website more "findable" in Google with just a few tweaks

  • The best darn social media post a title agent or closing attorney can do. Period.

  • How to attract Realtors and "in-the-market" homebuyers like a magnet

  • The importance of top of mind marketing in title insurance

How "Video Killed the Radio Star" (for you 1980s fans) and much more! If you are serious about improving your law firm or title company's marketing you won't want to miss this! Consider it the "best of" in digital marketing advice from years of our trial and error working in the industry.


12:00 PM – 1:35 PM Attendee Luncheon
12:15 PM  – 1:15 PM Vendor Demo: Simplifile Presentation, Floridian Ballroom (Optional and Product Specific)
1:35 PM  – 3:15 PM
1:35 PM - 2:25 PMLearn More Learn More Just Because You’re Paranoid Doesn’t Mean They’re Not Out to Get You

Yes – handling real estate transactions can be a challenge. Yes – there are forces out to get you. Lets spend a few minutes and take a look at the forces and prepare your office to meet the challenge.

Follow along as we address current trends in the fraud arena and what you can do to combat it. Yes – the stories you will hear are true; we couldn't make this stuff up. And No, you need not worry, we will not be talking about YOU!


2:25 PM - 3:15 PMLearn More Learn More Modern Technology and Disaster Planning: Lessons We Learned from the Three Little Pigs

This presentation will focus on ethical issues arising from technological advancements in the practice of law, with an emphasis on how the Rules Regulating the Florida Bar apply to the use of technology. It will also cover attorney ethical obligations relating to client confidentiality and the impact of evolving technology, developing areas of technology addressed by several recent Florida ethics opinions, the use of mobile devices by trust and estate attorneys, and strategies to help professionals prepare for both minor and major disasters.


  • Speaker: Michael Simon, Shareholder, Gunster, Yoakley & Stewart, P.A.
3:15 PM – 3:45 PM Refreshment Break at the Expo

3:45 PM - 4:10 PMLearn More Learn More Legislative Update

Summaries of 2018 Florida legislation relevant to Fund Members and their practices.


4:10 PM - 5:00 PMLearn More Learn More Quiz on Recent Real Property Cases

A review of recent case law involving and affecting real property in a True/False quiz format.


  • Speaker: Peggy Williams, Senior Manager, Risk Analysis and Member Compliance, The Fund

Saturday, May 12

8:00 AM – 12:00 PM Registration Desk Open
8:00 AM – 9:00 AM 
9:00 AM – 11:50 AM 

9:00 AM - 9:50 AMLearn More Learn More Managing Residential Transactions: Workflows and Efficiencies

Seasoned and successful Fund Members with high volume residential practices will discuss how they manage each transaction to optimize work flow and efficiency while providing quality settlement services. The panelists will discuss varying approaches to dissection of the process and management of the transaction including planning for the unexpected, pain points, and tips for success in closing residential transactions.


  • Moderator: Melissa Scaletta, Vice President, Chief Underwriting Counsel, The Fund
  • Panelist: Paul Mandel, Founding Member, Law Office of Mandel & Perkins, P.A.
  • Panelist: Sultana Haque, Attorney, Sultana Law, P.A.
  • Panelist: John Wolfe, Partner, Wolfe Stevens PLLC
9:50 AM - 10:40 AMLearn More Learn More Evaluating Powers of Attorney for Use in Real Property Transactions

This program will discuss the process of reviewing powers of attorney documents for use in real property transactions, including determining whether the power of attorney meets The Fund’s guidelines for insuring. The program will also discuss when use of a power of attorney is appropriate and when it should be avoided. Examples of “good” and “bad” powers of attorney will be provided, along with practice tips and traps to avoid.


10:40 AM - 11:00 AMLearn More Learn More Refreshment Break


11:00 AM - 11:50 AMLearn More Learn More Understanding the Secondary Mortgage Market and How It Is Driving Change at the Closing Table

Since its inception, the secondary mortgage market has driven change in the residential mortgage industry from the relationship borrowers have with their local bank to the way the settlement is conducted at the closing table. This presentation will walk you through the life of the loan from origination to securitization and preview how technology is changing the processes of settlement agents, lenders, borrowers, and investors today and in the near future.


  • Speaker: Maggie Thumberg, Senior Manager, Continuing Legal Education, The Fund
9:00 AM – 11:50 AM 

9:00 AM - 9:50 AMLearn More Learn More Shopping Centers: From the Ground Up – An Owner/Developers’ Perspective

This session will address some of the major issues that counsel for a developer/purchaser/owner should review and address during the pre-closing due diligence and title review period. The session will discuss contract negotiation topics and typical title issues involving subordinations, rights of first refusal, covenants, notices of commencement and some of the typical title traps and how to analyze and resolve them.


9:50 AM - 10:40 AMLearn More Learn More Shopping Centers: Negotiating a Lease from the Tenant’s Perspective

This session will address some of the major issues that counsel for a tenant (large and small) should address in negotiating a commercial lease on behalf of the tenant. The session will discuss negotiation of rent commencement provisions, relocation provisions, insurance provisions, casualty provisions, use provisions, exclusivity provisions, common area maintenance provisions, remedies and other provisions that have long term consequences for the Tenant. The session will also address title issues and coverage available to a tenant entering into a long term commercial lease.


10:40 AM - 11:00 AMLearn More Learn More Refreshment Break


11:00 AM - 11:50 AMLearn More Learn More Insuring and Rating Mortgage Modifications, Future Advances, and Novations

A panel of The Fund’s Senior Commercial Underwriters conducts an in-depth review of common issues that arise in advancing new money or modifying loans secured by existing mortgages, with guidance on using the statutory Notice of Future Advance, issues relating to the loss of priority of the mortgage, distinguishing novations, and rating future advances and modifications.


  • Moderator: Clifford Rainey , Associate Underwriting Manager, The Fund
  • Panelist: Jacqueline Marzan, Associate Commercial Transactions Manager, The Fund
  • Panelist: John Brown, Senior Underwriting Counsel, Commercial Services, The Fund
  • Panelist: Mishele Schutz, Senior Underwriting Counsel, Commercial Services, The Fund