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COME FOR THE

EDUCATION

A LEGACY OF
EDUCATION

This year’s agenda includes an exceptional lineup that is guaranteed to keep you and your law practice up to date.

Make the most of your time at Assembly by registering for the
50th Assembly experience.


You’ll get complete access to all sessions, Thursday evening’s Legacy Lounge dinner, and Friday night’s celebration banquet.

BEST
PRACTICES

BEST PRACTICES WORKSHOP
Come early and join us Thursday morning to
begin building the Pillars of ALTA’s Best Practices together.
This pre-Assembly workshop will provide you the opportunity to draft your own policies and procedures reflecting how your individual office functions.

2014 ASSEMBLY
EXPO

Arrive early to visit the EXPO and experience the latest The Fund has to offer!

  • Commercial Services Department
    The Fund’s Commercial Services Department provides a single point of contact for agents to receive all the priority assistance required throughout the entire commercial transaction, no matter the level of complexity. Come find out how they can power your next commercial deal.
  • Best Practices Team
    Our Best Practices team will be offering additional support to help to make your compliance quick and easy. Have questions about the Best Practices and implementation in your office answered by The Fund’s Best Practices experts and discover the tools you need to assist with implementation of Best Practices in your office.
  • ATIF Solutions
    New three-way trust/escrow reconciliation service will free you from tedious bookkeeping work, plus you’ll be Best Practices Compliant. Also designed especially for Fund Members, our new professional liability (E&O) insurance program could save you up to 25%. Stop by the ATIF booth to request your free quote.
  • Tech Center
    Stop by our Tech Center to demo DoubleTime and ATIDS XE and learn how our integrated software solutions can help you do your job quickly and efficiently.

YOUR LEGACY
YOUR CHOICE

Back by popular demand! This year we are again featuring a Residential Real Estate Track and a Commercial Real Estate Track.

When registering for Assembly, please select the track you will attend Saturday morning.

Make the most of your Assembly experience, these are sessions
YOU WON’T WANT TO MISS!

STAY FOR THE

CELEBRATION

A LEGACY OF
CELEBRATION

On Friday, Assembly delivers yet another jam-packed day of the highest quality education. You’ll get high impact sessions all starting with a dose of economic reality to give you and your practice a snapshot of where the Florida Real Estate economy is headed.

STAY &

PLAY

LET INSPIRATION
COME TO LIFE

DISCOVER GRANDE LAKES ORLANDO
Home to over 500 acres of the most enchanting natural surroundings and enriching activities found in Florida.

Grande Lakes Orlando is a celebration of the richness of life, dedicated to sharing the most inspired organic, authentic and out-of-the-ordinary experiences with you. Light- drenched rooms, sensational restaurants, golf, spa and unsurpassed indoor and outdoor meeting spaces await.

ASSEMBLY GROUP HOTEL
ROOM RATES FOR 2014 ARE:

$219 JW Marriott
$300 The Ritz-Carlton

RESERVE YOUR HOTEL ROOM NOW

Grande Lakes Orlando
4040 Central Florida Parkway
Orlando, FL 32837

COMPANION
ACTIVITIES

Fund Assembly isn’t just for Members attending the sessions. On Friday, your companion may wish to register for the scrub bar or the world of pasta.

  • RITZ-CARLTON SPA SPECIAL OFFER
    $25 credit towards your treatment (not applicable to THE SCRUB BAR package)
  • THE SCRUB BAR
    MAKE A PERSONALIZED BODY POLISH AT THE SCRUB BAR
    VITALE AT THE RITZ-CARLTON SPA
    9:00AM – 10:30AM | $63

    Rejuvenate your body with a personalized scrub. Your Spa Butler will assist you in choosing a blend of essential oils such as stress less, tranquility or lavender scents. After choosing your scent, salt from The Great Salt Lake is added together with the grape seed oil to make the perfect polish suited for your individual needs. Skin is left silky soft and glowing. Registration includes the personalized 4oz body scrub to take home, a hand massage, and access to the private spa pool and cabanas.
  • THE WORLD OF PASTA
    THE WORLD OF PASTA HANDS- ON CULINARY EXPERIENCES
    PRIMO RESTAURANT AT THE JW MARRIOTT
    11:00AM – 1:00PM | $130

    Experience the art and passion that all Italians put into pasta! Together with our experienced team of chefs, you can be a part of creating 3 great pasta dishes from start to finish. Learn to make homemade pasta from a few staple ingredients using a few simple techniques; then create pasta dishes celebrating the flavors of the season. At the completion of the class, enjoy the fruits of your labor with a great glass of wine!

The Grande Lakes Orlando Resort and surrounding area offers many recreational activities, including Walt Disney World® Resort, Universal Orlando®, LegoLand® Florida.

  • WALT DISNEY WORLD® RESORT

    Extended GRACE PERIOD to attendees who purchase tickets by Friday, March 21, 2014 through the online Disney Ticket Store. On Saturday, March 22, 2014, prices will automatically update with the NEW ticket pricing.

    • Before you arrive, buy a full-day ticket (2 days or longer) and save 10%
    • One BONUS VISIT to an additional Disney Experience on select tickets
    • Play more days, pay less per day
    • Customize your tickets with great add-on options
    • These tickets are not available at our Theme Park Windows
  • UNIVERSAL ORLANDO®
    It’s an entire Universe of action, thrills and excitement! At Universal Orlando® Resort you’ll find two amazing theme parks, non-stop nightlife and more, all in one convenient location. Jump into the action of the movies at Universal Studios®. Feel the rush of adrenaline at Universal’s Islands of Adventure®. Enjoy live music, casual and fine dining, dancing, movies and more at Universal CityWalk®. At Universal Orlando® Resort, every day is A Vacation from the Ordinary®. Universal Orlando is proud to offer tickets to both Universal Orlando theme parks for convention attendees, their guests and family members. Exclusive after 2:00pm discounted ticket offer is available to Assembly attendees. https://www.universalorlando.com/convention/
  • LEGOLAND® FLORIDA
    A 150-acre interactive theme park with more than 50 rides, shows and attractions dedicated to families with children between the ages of 2 and 12. Located in Winter Haven, FL and just 45 minutes from the Orlando theme parks. We are excited to offer you specially priced admission tickets to LEGOLAND® Florida. Purchase tickets through the online LEGOLAND® Florida Store.

ASSEMBLY APP IS
AVAILABLE FOR FREE

The Assembly mobile app has all the most up to date information about the Assembly schedule, hotels, recreation and registration.

DOWNLOAD FOR

THURSDAY | 5.8.14

7:30am - 7:00pm

 

REGISTRATION

9:00am - 12:00pm

 

Workshop: Building the Pillars of ALTA’s Best Practices (pre-Assembly seminar)

10:00am - 12:00pm

 

Data Call Seminar (pre-Assembly seminar)

11:00am – 4:00pm

 

Expo Open

1:00pm – 1:50pm

 

50 Years of Claims: A (Not So) Fond Look Back
– George Perez, Fund Claims Manager
– Connie Clark, Deputy Claims Manager, ATIF, Inc.
– Scott D. Jackson, Fund Claims Counsel

1:50pm – 2:40pm

 

Law & Business as Paired Professions – Professor Robert Atkinson, Florida State University

2:40pm – 3:00pm

 

Refreshment Break at Expo

3:00pm – 3:50pm

 

Transactional Analysis of Survey Data
– Fred Morrison, Leesburg

3:50pm – 5:20pm

 

Title Teasers
– Moderator: John D. Benson, Fund Sr. Underwriting Counsel
– Valerie Grandin, Fund Sr. Underwriting Counsel
– Philip Holtsberg, Fund Sr. Underwriting Counsel
– Luke Sherlock, Fund Underwriting Counsel

6:30pm – 8:30pm

 

Legacy Lounge Experience at Expo

8:30pm – 10:30pm

 

Subrogators Live Rock Band Performance in the Legacy Lounge

FRIDAY | 5.9.14

7:30am – 5:00pm

 

REGISTRATION

8:00am – 3:30pm

 

Expo Open

8:30am – 9:20am

 

Economic Forecast for the Florida Real Estate Attorney
– Stan Humphries, Ph.D., Chief Economist of Zillow Inc.

9:20am – 9:45am

 

Welcome Remarks
– Jimmy Jones, Fund President & Chief Executive Officer

9:45am – 10:10am

 

Refreshment Break at Expo

10:10am – 10:30am

 

Circuit Awards and Member Recognition

10:30am – 11:20am

 

Land Trusts
– Burt Bruton, Miami

11:20am – 11:55am

 

Seller Financing
– R. Norwood Gay III, Fund Special Counsel

11:55pm – 1:10pm

 

Lunch

1:10pm – 2:00pm

 

Florida’s Title Insurance Perspective
–  R. Norwood Gay III, Fund Special Counsel
– Ted Conner, Fund Sr. Vice President, General Counsel

2:00pm – 2:50pm

 

Quiz on Recent Real Property Cases
–  G. Robert Arnold, Fund Vice President, Special Legal Services

2:50pm – 3:10pm

 

Refreshment Break at Expo

3:10pm – 4:00pm

 

ALTA Best Practices & Ethical Considerations
– Anne L. Anastasi, CLTP, Hatboro, PA

4:00pm – 4:25pm

 

Legislative Update
– Michael Mirrington, Fund Sr. Underwriting Counsel

6:00pm – 7:00pm

 

Cocktail Reception

7:00pm – 12:00am

 

50th Assembly Celebration

SATURDAY | 5.10.14 RESIDENTIAL TRACK

8:00am – 12:00pm

 

REGISTRATION

8:30am – 8:55am

 

Estate & Elder Law Planning with Lady Bird Deeds
- Leonard E. Mondschein, Miami

8:55am – 9:20am

 

Easements & Licenses
- Scott M. Campbell, Destin

9:20am – 10:10am

 

Integrated Mortgage Disclosure
– Bart Shapiro, Washington D.C.
– Steve Gottheim, Washington D.C.

10:10am – 10:30am

 

Refreshment Break

10:30am – 10:55am

 

Homestead & Revocable Trusts – Meatloaf, AGAIN?
– Patricia P. Jones, Fund Sr. Underwriting Counsel

10:55am – 11:45am

 

Closing Tips from the Front Lines
- Greg Martini, Coral Gables
- Kerry Anne Schultz, Navarre Beach
- Harold (Hal) Downing, Winter Park

11:45am

 

50th Fund Assembly Concludes

SATURDAY | 5.10.14 COMMERCIAL TRACK

8:00am – 12:00pm

 

REGISTRATION

8:30am – 9:20am

 

Interstate Land Sales Act
– Jim Kearn, Fund Commercial Services Senior Underwriting Counsel

9:20am – 10:10am

 

Economic Forecast
– Randy I. Anderson, Ph.D., Head of Research, CBRE, Orlando

10:10am – 10:30am

 

Refreshment Break

10:30am – 10:55am

 

Insuring Title After Termination of Condominium
– Grace N. Manne, Fort Lauderdale

10:55am – 11:20am

 

EB-5 Foreign Investment Process
- Edward Beshara, Orlando

11:20am – 11:45am

 

Commercial Finance
– Manuel A. Fernandez, Miami

11:45am

 

50th Fund Assembly Concludes

DOWNLOAD ASSEMBLY
SCHEDULE (pdf)

DOWNLOAD ASSEMBLY REGISTRATION FORM (pdf)