Efficiency Mining: Taking Advantage of the Tools You Use Now for Greater Productivity

This session focuses on leveraging technology to run an efficient closing practice, improve research and service clients remotely. The session features the Fund App, Outlook and closing software.

Learn how the Fund App can be used to communicate with clients and research on pressing title insurance issues quickly. Learn how Outlook can help staff and attorneys work more efficiently and create consistency and error-free communications in the office. Learn recommendations for running reports in closing software to eliminate the need for double data entry and to provide practitioners with more data about their firm’s clientele and activities.

The session also includes considerations for the future of client communications and office practices including using Outlook to text clients to reduce wire instruction fraud and the use of cloud computing for easier document retrieval and search.

Presenter(s)

Margaret Atkins Thumberg

Sr. Underwriting Counsel & Legal and Branch Education Manager

View Biography

Margaret Atkins Thumberg is Sr. Underwriting Counsel and Legal & Branch Education Manager at The Fund. Ms. Thumberg received her B.A. in history from the University of South Florida and her M.A. in history and J.D. from the University of Florida. Ms. Thumberg is a Florida Bar Board Certified Real Estate Lawyer and has also been admitted to practice in the United States District Court for the Southern District of Florida.

While at The Fund, Ms. Thumberg has presented hundreds of live seminars and Fundinars, including the New Member Training Program, and has been a speaker at the 2011 and 2012 Affiliate Assemblies and moderated the CFPB Practice Tips Panel at the 2016 Assembly. She is also the co-editor of The Fund’s monthly publication, The Fund Concept.

Prior to joining The Fund, Ms. Thumberg focused her practice in real estate and corporate matters including representation of lenders and developers in financing and acquisition matters and borrowers in foreclosure defense and bankruptcy. Through her representation of non-profit affordable housing developers, Ms. Thumberg prepared a practical guide to mortgage foreclosure mitigation counseling and presented numerous seminars on foreclosure related topics, including the Truth-in-Lending Act and Home Affordable Modification Program. Ms. Thumberg has also published an article on the Freedom of Information Act.

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General Session

Tales from the Claims Files

Welcome Remarks

Economic Forecast for the Florida Real Estate Attorney

General Counsel’s Perspective

The Fund and the 4th Floor: A Behind the Scenes Discussion on the 2017 Florida Legislative Session

Title Teasers

Efficiency Mining: Taking Advantage of the Tools You Use Now for Greater Productivity

Lien On Me, But Not Forever: Perfecting, Duration and Extension of Judgments, Federal Tax, Municipal

2017 Legislative Update

Quiz on Real Property Cases

Do it Right. Sleep Well at Night. Ethical Considerations for the Real Estate Attorney

Breakout Session

Communicating the Benefits of Owner’s Title Insurance

OMG! Oil, Mineral and Gas Rights in Florida: A Guide for Real Estate Attorneys

Title Policy Endorsements: An Examination of Florida Approved Forms

Protecting Your and Your Clients' Most Precious Asset, Their Private Information

Condominium Terminator

Practice of Law: Run it like a Business

A Practical Guide to Reading Surveys

Residential Session

Learn to Love the FR/BAR Contracts

Evolution of the Closing Process – 2017 Regulation and Technology Update

Residential Survey Problems and Form 9 Endorsements

Commercial Session

Making the Project Work

Commercial Contracts

Commercial Surveys, General & ALTA

Counsel Beware - How Far Can and Should You Go in your Counsel Opinion Letter

Digital Manual

Accreditation Certificates

NALA