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37th Annual Meeting and Educational Conference - Schedule of Events
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9 a.m. - 1 p.m.
Board of Directors Meeting

THURSDAY, MAY 18, 2017

7 a.m. - 4 p.m. - Registration Open

8 a.m. - 11 a.m. - Credentialing Open

8 a.m. - 9 a.m.
First-Time Attendee Orientation

9 a.m. - 10 a.m.
Meet the Candidate's Brunch

10 a.m. - 11 a.m. 
Special Session - Fannie Mae and Freddie Mac, LIVE from Washington D.C.

Staff from Fannie Mae and Freddie Mac will provide background and inside information that will help YOU and your company better understand:
  • The initiative to advance the Uniform Closing Dataset (UCD)
  • Changes to the Uniform Residential Loan Application (URLA) or Form 1003
  • Emphasize data development - How the Feds expect you to report the data and how they plan to analyze and use that data.
  • Fill you in on Freddie's and Fannie's expectations for continued systems enhancements.
  • Why all of this is important to escrow?
    • Because the UCD includes seller data as developed and reported on the seller's Closing Docments
    • Because their assumption is that the seller data is given to the lender in paper only.
PLUS.... an opportunity for the audience to ask questions!

11 a.m. - 12 p.m. - Break

12 p.m. - 4 p.m.
37th Annual Business Meeting

FRIDAY, MAY 19, 2017

7 a.m. - 8 a.m. - Continental Breakfast

7 a.m. - 5 p.m. - Registration Open

7 a.m. - 7 p.m. - Exhibits Open

8 a.m. - 8:30 a.m.
Opening Ceremonies

8:30 a.m. - 9 a.m. 
President's Welcome and Highlights -
Phil Dryden, AEA President

9 a.m. - 10:30 a.m.
Session #1 Empower Me Today…Empower You Tomorrow - AnDee Harris, AEA Immediate Past President

Engagement: Being engaged and staying engaged at work, home and with other organizations. Public Speaking: Providing tools to assist with being confident and comfortable with public speaking. Connecting/Networking: Establishing and maintaining personal and professional relationships. Leadership: Developing and utilizing leadership skills for personal and professional development.

10:30 a.m. - 10:45 a.m. - Break in Exhibit Hall

10:45 a.m. - 11 a.m. - Early Bird Raffles in the General Session Room

11 a.m. - 12 p.m.
Session #2 - Economic Update - Matthew Gardner, Chief Economist with Windermere Real Estate

In this session, Mr. Gardner will provide his national and regional economic forecasts as well as to
discuss in detail his forecasts for the regions housing markets. Items he will address the state of the industry economically Consumer Financial Protection Bureau and the Dodd Frank Act.


12 p.m. - 1:30 p.m. 

Luncheon Keynote - CEO of Me: The FIVE Rules for Creating Your Powerful Personal Brand - Chelsea Peitz, AVP, Director of Social Strategy at Fidelity National Title Agency
The presentation will discuss how to create a powerful personal presence as your own brand, the 5 “P’s” of Successful Brands and the importance of mindset, adaptability and failure in your journey to success.

1:30 p.m. - 2:30 p.m. 

Session #3 eNotarization: Are We There Yet? - Bill Anderson, Vice President, Government Affairs with the National Notary Association

After years of fits and starts and pilot programs, the future of eNotarization is suddenly looking much brighter. This is due in no small part to the recent and active engagement of the mortgage finance and closing services industries with the Notary community. Join us for an informative session about eNotarization trends, the key issues industry is currently discussing – including remote notarization – and the effect these are having on Notary best practices and legislation across the country.

2:30 p.m. - 2:45 p.m. - Break in the Exhibit Hall

2:45 p.m. - 3 p.m. - Early Bird Raffles in the General Session Room

3 p.m. - 4 p.m.
Session #4 - Mortgage Fraud in HUD Programs - Seattle, Washington FBI Agent

The presentation will: Outline the HUD-OIG mission; Advise how to contact H UD-OIG to report allegations to include fraud; Describe what types of actions can constitute mortgage fraud; Review different types of mortgage fraud; Discuss case examples of fraud for housing and fraud for profit; Discuss case examples of Reverse Mortgage (HECM) fraud; Provide avenues for HUD-OIG and Real Estate professionals to work together; Discuss Civil Action and The False Claims Act and review other HUD-OIG investigative priorities.

4 p.m. - 5 p.m.
Session #5 - Cybersecurity - Charles A. Harwood, Director of the Federal Trade Commission's Northwest Region 

Topics include: Cyber-security and how it affects our industry; Fraud / Wire Theft / Secured Information and Qur Transactions; Privacy and Identity Protection and FTC Enforcement Actions.

5:15 p.m. - 7 p.m.
Exhibitor Social and President's Reception

SATURDAY, MAY 20, 2017

7:30 a.m. - 8:30 a.m. - Continental Breakfast

7:30 a.m. – 4:30 p.m. - Registration Open

7:30 a.m. - 2 p.m. - Exhibits Open

8:30 a.m. - 9:30 a.m. 
Session #6 - Tax Environment...Changes, Issues, and Update Michael Haas, CPA with Morton Alan Haas & Co.

This session will discuss: the 1099-S Issues; FIRPTA changes and include an update on tax laws and requirements.

9:30 a.m. - 10:30 a.m.
Session #7 - Innovation in Title and Escrow - Lisa Steel, Executive Vice President Mother Lode Holding Co.

This session will cover: ALTA HOP Program, How consumers are changing; Effective change management (take steps before we are regulated into change); and CFPB, How they continue to play a role in our world (what's not changing).

10:30 a.m. - 10:45 a.m. - Break in the Exhibit Hall

10:45 a.m. - 11:45 a.m.
Session #8 - Mortgage and Escrow Collaboration Penny Reed, Wells Fargo Consumer Lending and Richard Hill, Vice President of Industry Technology, Mortgage Bankers Association

Improved collaboration between the lending and escrow communities is necessary to improve the consumer experience while meeting various federal and state regulatory requirements. This session will review several CUlTent activities where lenders and escrow agents are working together, including closing instructions, fee names, and the GSE Uniform Closing Dataset.

12 p.m. - 1:45 p.m. - Annual Installation Luncheon

2 p.m. - 3 p.m.
Session #9 - Mortgage Industry Changes That May Impact Closing  Richard Hill Vice President, Mortgage Bankers Association; and Penny Reed, Wells Fargo Consumer Lending

Improved collaboration between the lending and escrow communities is necessary to improve the consumer experience while meeting various federal and state regulatory requirements. This session will review several current activities that are affecting the lending community and impacting the way we do business. Topics include notary discussions, GSE Loan Application changes, the Home Mortgage Disclosure Act, and Digital/Electronic Mortgages.

3 p.m. - 3:15 p.m. - Break

3:15 p.m. - 4:15 p.m.
Session #10 - Legislative Update, Reporting from the Hill  Arthur E. Davis, III, AEA Washington DC Representative; Richard Hill Vice President, Mortgage Bankers Association; and Penny Reed, Wells Fargo

4:15 p.m. - 4:30 p.m.- Closing Remarks and Raffles

SUNDAY, MAY 21, 2017

8 a.m. - 10 a.m.
Board of Director's Meeting


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