Schedule

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


Fund Assembly > Conference > Schedule

Thursday, May 11

8:00am – 7:30pm Registration Desk Open
9:00am – 7:30pm Expo Open
11:00am – 12:00pm
11:00am – 12:00pmLearn More Learn More DoubleTime® User Forum

 

Speaker:

  • Lucretia Warren, Member Support Representative, The Fund
  • Robert Rohan, Legal Education Attorney, The Fund
  • Charlie Anderson, Application Specialist, eSolutions Integration Group, The Fund
1:00pm – 3:05pm
1:00pm – 1:50pmLearn More Learn More Tales from the Claims Files

A collection of video presentations based on actual claims administered by The Fund concluding with a presentation on the state of claims for 2016. The goal of this program is to educate attendees about errors, issues and trends in transactions that regularly result in title claims. Videos are authored by Fund attorneys and portrayed by Fund staff.

Speaker:

1:50pm – 2:15pmLearn More Learn More Welcome Remarks

 

Speaker:

  • Jimmy Jones, President and Chief Executive Officer, The Fund
2:15pm – 3:05pmLearn More Learn More Economic Forecast for the Florida Real Estate Attorney

 

Speaker:

  • Sean Snaith, Director, Institute for Economic Competitiveness, College of Business Administration, University of Central Florida
3:05pm – 3:25pm Refreshment break
3:25pm – 5:30pm
3:25pm – 3:50pmLearn More Learn MoreGeneral Counsel’s Perspective

 

Speaker:

3:50pm – 4:15pmLearn More Learn MoreThe Fund and the 4th Floor:
A Behind the Scenes Discussion on the 2017 Florida Legislative Session

The Fund's lobbyist shares a unique perspective on some of the proposed and passed legislation addressed during the 2017 Florida Legislative Session, including legislator dynamics and highlighting proposals with the greatest relevance to Assembly attendees.

Speaker:

4:15pm – 5:30pmLearn More Learn MoreTitle 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, The Fund

Panelists:

5:30pm – 7:30pm Networking Reception at the Expo

Friday, May 12

8:00am – 5:30pm Registration Desk Open
9:00am – 5:30pm Expo Open
8:50am – 9:40am
Learn MoreCommunicating the Benefits of Owner’s Title Insurance

Every day we face new competition, new regulations and increasing technological threats. To stay ahead of industry trends, you need to be equipped and ready to educate your clients on the importance of owner’s title insurance. Discover how the ALTA Homebuyer Outreach Program (HOP) can help you: build better relationships with homebuyers, communicate the benefits of owner’s title insurance to all parties and reduce your costs of education and marketing.

Speaker:

  • Wayne Stanley, Director of Public Affairs, American Land Title Association
Learn MoreOMG! Oil, Mineral and Gas Rights in Florida: A Guide for Real Estate Attorneys

An exploration of how third party-owned oil, mineral, & gas (OMG) rights can be title defects hindering insurability and discussion of surface owner v. OMG owner rights; the importance of the right of entry; the impact of OMG rights on marketing & financing property; commercial v. residential buyers’ OMG right needs; residential & commercial contracts’ differing treatment of OMG rights; and avoiding uninsurable OMG title defects. OMG rights disclosures to buyers and releases of the closing attorney will be provided.

Speakers:

  • Garret Barnes, Founding Partner, Barnes Walker Title, Inc., and Barnes, Walker, Goethe, Hoonhout, Perron & Shea, PLLC
  • Adron Walker, Founding Partner, Barnes Walker Title, Inc. and Barnes, Walker, Goethe, Hoonhout, Perron & Shea, PLLC
Learn MoreTitle Policy Endorsements: An Examination of Florida Approved Forms

Florida’s approved title insurance endorsements provide specific coverages that tailor the title insurance policy to fit the needs of the insured for specific transactions. This presentation addresses the most commonly issued endorsements, underwriting requirements for issuing those endorsements and the impact of endorsements upon title insurance coverage.

Speaker:

  • Lee Offir, Sr. Underwriting Counsel, The Fund
Learn MoreUsing Fund Resources to Maximize Your Closing Practice

Title Notes, The Concept, Standard Commitment Clauses – what does it all mean and how can these resources assist you in closing the transaction effectively and efficiently? During this session, we will go through some common closing questions using The Fund’s published resources as a guide to solving the problem quickly and thoroughly. Some common scenarios include evaluating whether a particular power of attorney can be used in the transaction; whether specific trust language complies with the Fund’s underwriting standards for reliance; and how to evaluate a statement of authority for compliance with statutory and underwriting requirements.

Speaker:

9:40am – 9:55am Refreshment break
9:55am – 10:45am
Learn MoreProtecting Your and Your Clients' Most Precious Asset, Their Private Information

With millions of cyber-attacks occurring daily, and the vast majority of them being random in nature, how do you protect yourself from getting hacked? This breakout session covers a few "must-haves" in the cyber-security realm so you can sleep at night knowing that your data is secure.

Speaker:

  • Ilan Sredni, President and CEO, Palindrome Consulting, Inc.
Learn MoreCondominium Terminator: Land Vulture or Urban Rehabilitator? Arnold Schwarzenegger or Dr. Albert Schweitzer?

Deteriorating condominiums, physically and fiscally, endanger their owners, residents and communities. Stable for decades, termination law is radically changing. How will the changing law, and shifting policies behind the law, impact your clients? How can you protect your clients? Can they hold out? How do you address hold outs? What disclosures should be made? Are legislative efforts passing constitutional muster, and if you fear they’re not what prophylactic measures are available?

Speaker:

Learn MorePractice of Law: Run it like a Business

The seminar is directed toward solo and small law office practices and new attorneys. The subject is how to run your law practice like a business. The speaker will discuss financial management, staffing and training, measuring results, time management, the value of culture and vision.

Speaker:

  • Jerry Levin, Founder and Manager, Levin Law and Mediation
10:45am – 11:00am Refreshment break
11:00am – 11:50am
Learn MoreCommunicating the Benefits of Owner’s Title Insurance

Every day we face new competition, new regulations and increasing technological threats. To stay ahead of industry trends, you need to be equipped and ready to educate your clients on the importance of owner’s title insurance. Discover how the ALTA Homebuyer Outreach Program (HOP) can help you: build better relationships with homebuyers, communicate the benefits of owner’s title insurance to all parties and reduce your costs of education and marketing.

Speaker:

  • Wayne Stanley, Director of Public Affairs, American Land Title Association
Learn MoreA Practical Guide to Reading Surveys

A focus on the 7 steps involved in mitigating survey-related title claims. An example demonstrates identifying technical requirements, checking the legal description, locating easements & setback lines, and running the “finger test” to properly draft a specific survey exception for the title insurance policy. Proper use of a non-current survey is also discussed. This session stresses the importance of disclosing survey matters before closing. A checklist is provided with the program materials as a tool for future survey reviews.

Speaker:

Learn MoreTitle Policy Endorsements: An Examination of Florida Approved Forms

Florida’s approved title insurance endorsements provide specific coverages that tailor the title insurance policy to fit the needs of the insured for specific transactions. This presentation addresses the most commonly issued endorsements, underwriting requirements for issuing those endorsements and the impact of endorsements upon title insurance coverage.

Speaker:

  • Lee Offir, Sr. Underwriting Counsel, The Fund
Learn MoreUsing Fund Resources to Maximize Your Closing Practice

Title Notes, The Concept, Standard Commitment Clauses – what does it all mean and how can these resources assist you in closing the transaction effectively and efficiently? During this session, we will go through some common closing questions using The Fund’s published resources as a guide to solving the problem quickly and thoroughly. Some common scenarios include evaluating whether a particular power of attorney can be used in the transaction; whether specific trust language complies with the Fund’s underwriting standards for reliance; and how to evaluate a statement of authority for compliance with statutory and underwriting requirements.

Speaker:

11:50am – 1:20pm Attendee Luncheon
1:20pm – 3:00pm
1:20pm – 2:10pmLearn More Learn MoreBusiness Email Compromise: A White Collar Crime Perspective

An overview of business email compromise (BEC) schemes with examples from incidents involving real estate transactions. This presentation includes suggestions on how individuals and companies can protect themselves from becoming victims of BEC schemes, as well as guidance on what to do if one becomes a victim of such a scheme.

Speaker:

2:10pm – 3:00pmLearn More Learn MoreLien On Me, But Not Forever: Perfecting, Duration and Extension of Judgments, Federal Tax, Municipal and Code Enforcement: Liens

A focus on the perfection, duration and extension of some of the most common types of liens: judgment, federal tax and municipal and code violation. This presentation emphasizes analyzing liens for purposes of determining insurability of title. Discussion includes analysis of the method for perfecting a judgment and attaching a lien to real property. The perfection of foreign judgment on Florida real property is addressed as well. Attention will also be given to Florida’s constitutional homestead protection and how this protection may impact any potential lien. As each type of lien is discussed, the applicable statute of limitations or duration is reviewed.

Speaker:

3:00pm – 3:20pm Refreshment Break
3:20pm – 5:25pm
3:20pm – 3:45pmLearn More Learn More2017 Legislative Update

Summaries of 2017 Florida legislation relevant to Fund Members and their practices.

Speaker:

3:45pm – 4:35pmLearn More Learn MoreQuiz on Real Property Cases

Discussion of approximately 20 recent cases relevant to real property practitioners using a True/False quiz format.

Speaker:

4:35pm – 5:25pmLearn More Learn MoreDo it Right. Sleep Well at Night. Ethical Considerations for the Real Estate Attorney

Audience interaction is encouraged during this presentation in analyzing ethical considerations related to commonly encountered real estate transactional practice scenarios including: Non-lawyers (paralegals) handling closings; requisite knowledge of an attorney handling a closing; fees & costs for legal services; disclosure of information; identification of the client; establishing the attorney-client relationship and duties to the non-client; unlawful inducement; dealing with real estate brokers, lenders and other referral sources; and the importance of having an engagement letter.

Speaker:

Saturday, May 13

8:00am – 12:00pm Registration Desk Open
8:00am – 12:30pm Expo Open
9:00am – 11:50am
9:00am – 9:50amLearn More Learn MoreLearn to Love the FR/BAR Contracts

The FR/BAR Contract forms are not the only "standard" residential contract forms in Florida, but they are the go-to forms throughout Florida. Delve into key provisions, and anticipate the dangers and the benefits depending on whose side you are on. Subtle tweaks and additional terms to add, as well as recent revisions to the forms so that you can be the go-to attorney to explain the go-to forms.

Speaker:

9:50am – 10:40amLearn More Learn MoreEvolution of the Closing Process – 2017 Regulation and Technology Update

This panel will include experts discussing how regulation and technology continue to shape the residential mortgage closing process. 2017 brings the implementation of both the Uniform Closing Dataset and the Home Mortgage Disclosure Act, both of which will change the way information is transferred between settlement agents and lenders. In addition, this panel will discuss how the 2016 election outcome is anticipated to shape the future of the Consumer Financial Protection Bureau in the years to come.

Moderator:

  • Maggie Thumberg, Sr. Underwriting Counsel & Legal and Branch Education Manager, The Fund

Panelist:

  • Dan Wold, Sr. Vice President, General Counsel, and Corporate Secretary, Old Republic National Title Insurance Company
  • Shannon Widman, Attorney, Porath & Associates, P.A.
  • Sally Freudenberg, VP – Business Systems Consultant, Wells Fargo Home and Consumer Finance Group, Wells Fargo Home Mortgage
10:40am – 11:00am Refreshment Break
11:00am – 11:50amLearn More Learn MoreResidential Survey Problems and Form 9 Endorsements

Multiple surveys are studied and analyzed providing various examples of survey matters that generate the need to take exception for and to determine whether Form 9 coverage may be provided or whether the Form 9 coverage must be altered to eliminate specific coverage.

Speaker:

9:00am – 11:50am
9:00am – 9:25amLearn More Learn MoreMaking the Project Work – Up Front Considerations

Developer’s Perspective

Discussion of a developer’s consideration of legal and practical issues when considering taking on a stalled mixed-use project.

Speaker:


Starts with a 'B': Benefits and Burdens of the Project’s Existing Covenants and How to Manage Them

An examination of the issues posed by taking over a project for which there are existing recorded covenants and restrictions, including suggestions for reviewing and analyzing what may require modification.

Speaker:


Choice of Entity - What Works Best for My Project?

An analysis of the choice of entity for acquiring title to an incomplete mixed-use project.

Speaker:

  • Mishele Schutz, Sr. Commercial Services Underwriting Counsel, The Fund

Construction Lien Considerations

The risks associated with acquiring an incomplete mixed-use project will be discussed, as well as suggestions for avoiding risk and resolving open issues.

Speaker:

  • John Brown, Sr. Commercial Services Underwriting Counsel, The Fund
9:25am – 10:15amLearn More Learn MoreCommercial Contracts

Key Contract Drafting Considerations and Land Use Considerations in Acquiring a Mixed- Use Project

Discussion of drafting key provisions in a commercial acquisition contract, with additional emphasis on special considerations related to a developer's acquisition of an incomplete mixed use project. Review of specific due diligence factors to be considered by the purchaser of a mixed use development, with an emphasis on awareness of potential pitfalls and land use issues.

Speaker:

10:15am – 10:40amLearn More Learn MoreCommercial Surveys, ‘General’ & ALTA: The New NSPS Standards, What to Order, How to Examine and What is Objectionable

Examination of the relevance of survey matters in the acquisition of a commercial mixed-use property and insuring title thereto.

Speaker:

  • Jim Kearn, Associate Commercial Transactions Manager, The Fund
10:40am – 11:00am Refreshment Break
11:00am – 11:50amLearn More Learn MoreCounsel Beware - How Far Can and Should You Go in your Counsel Opinion Letter

A discussion on furnishing counsel’s opinion letter to lenders financing the mixed-use project, with an emphasis on the latest standards, model opinion letters, select loan aspects that lenders want to have addressed, and pitfalls to avoid.

Speaker: