Agenda

Friday, March 14

11:00 AM – 1:00 PM
12:00 PM – 1:30 PM
‎1‎:‎30‎ ‎PM - ‎4‎:‎25‎ ‎PM
Educational Session
‎1‎:‎30‎ ‎PM - ‎1‎:‎45‎ ‎PM
Welcome & Introductions
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Speaker Headshot
Jeff RogeroChief Executive Officer & President, The Fund
‎1‎:‎45‎ ‎PM - ‎2‎:‎35‎ ‎PM
State of The Florida Bar
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Florida Bar President Roland Sanchez-Medina Jr. will share an update on the state of The Florida Bar and talk about how Bar programs and resources can help Florida lawyers with their practice. He will also talk about how real estate lawyers can get more involved to impact Bar policies and the legal system in Florida.
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Roland Sanchez-Medina, Jr., Esq.Partner, SMGQ Law
‎2‎:‎45‎ ‎PM - ‎3‎:‎35‎ ‎PM
What has the Government Done? A Legislative and Regulatory Update
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Fund General Counsel Melissa J. Murphy provides a summary of bills that have been filed with the 2025 Florida Legislature with an emphasis on those that affect real property rights and the title insurance/closing services industry.  An update on the new transaction reporting rule issued by the Financial Crimes Enforcement Network of the Department of Treasury, with an emphasis on the obligations of a title/closing agent.
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Melissa MurphyExecutive Vice President, Chief Legal Officer and General Counsel, The Fund
‎3‎:‎35‎ ‎PM - ‎4‎:‎25‎ ‎PM
Challenges to the Industry: A Discussion of Key Issues
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Questions around challenges to the industry will be presented to the attendees and discussion about solutions and strategies will be encouraged.  Topics will include cyber fraud, wire diversion, new broker compensation rules and the role of the closing agent, and strategies for complying with the new FinCEN rule. Moderators: Melissa J. Murphy, Fund General Counsel, and Shannon Widman, Fund Deputy General Counsel.
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Melissa MurphyExecutive Vice President, Chief Legal Officer and General Counsel, The Fund
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Shannon WidmanDeputy General Counsel, The Fund
4:00 PM 
6:30 PM – 7:30 PM 
7:30 PM  


Saturday, March 15

7:30 AM – 8:30 AM
‎8‎:‎30‎ ‎AM - ‎11‎:‎40‎ ‎AM
Educational Session
‎8‎:‎30‎ ‎AM - ‎8‎:‎45‎ ‎AM
Welcome & Announcements
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Melissa MurphyExecutive Vice President, Chief Legal Officer and General Counsel, The Fund
‎8‎:‎45‎ ‎AM - ‎9‎:‎35‎ ‎AM
Economist Update
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Dr. Brad O’Connor, chief economist for Florida Realtors, will provide an in-depth analysis of the economy's twists and turns by reviewing and interpreting industry and household level detail. He will put on his forecasting hat and provide insight into market expectations for the balance of 2025 and into 2026.
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Dr. Brad O’ConnorChief Economist, Florida Realtors®
‎9‎:‎35‎ ‎AM - ‎10‎:‎25‎ ‎AM
Understanding the Florida Condominium Crises
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Following the collapse of the Champlain Towers in 2021, the Florida Legislature enacted a series of laws that has impacted the sales, mortgaging, insuring and management of Florida’s condominiums. This session will focus on the legislation, their effects and how it will continue to impact the Florida real estate industry in 2025 and beyond.
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Peter ZalewskiManager, Condo Vultures, LLC
‎10‎:‎35‎ ‎AM - ‎11‎:‎25‎ ‎AM
Seller Impersonation Fraud: A Real-Life Tale
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This presentation will tell the story of one of the largest cases in the country involving seller impersonation fraud from the point of view of the attorney fooled into representing the fraudulent seller. In this session, we will review the circumstances of the transaction and ultimate settlement, identify red flags, and discuss best practices to prevent fraud.
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Michael RothmanSenior Manager, Legal Education, The Fund
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Anthony Monelli, Esq.Managing Partner, Cretella, Fappiano & Monelli, PC
‎11‎:‎25‎ ‎AM - ‎11‎:‎40‎ ‎AM
Closing Remarks
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12:00 PM – 6:00 PM


The Ritz-Carlton Spa
The Ritz-Carlton Poolside
Visit nearby attractions: Vanderbilt beach, Naples Pier, Naples Zoo and the Waterside shops.

6:30 PM – 7:30 PM
7:30 PM 


Sunday, March 16

11:00 AM