NATIONAL SETTLEMENT SERVICES SUMMIT (NS3)

SEPTEMBER 1 – 3, 2020  |  A VIRTUAL EXPERIENCE

Tuesday, September 1

Cybersecurity Track Innovation Track Compliance Track

9 am – 12 pm

Eastern Time

Technology Demonstrations

9:00 – eNotaryLog.com

 9:20 – Real Data Consulting

 9:40 – Qualia

10:00 – TitleClose.com

10:20 – Skyline Lien Search

10:40 – The Closing Exchange

11:00 – RamQuest

11:20 – Pavaso

11:40 – SoftPro

12:00 – 5:30

pmExhibit Hall Open

12:00 – 5:30

pm

Networking Hub Open 

1:00 – 2:10 pm Opening Ceremony & Keynote Address: Digital Transformation of theConsumer Experience

Zillow O�ers leader Ryan Berry kicks o� the conference to discuss how the company,

which generated $1 billion in annual revenue, has put itself at nearly every major point

of the home shopping experience. Berry will speak to how listening to the consumer

led to Zillow 2.0 and the creation of Zillow O�ers – the company’s iBuying arm. Learn

how the industry can innovate across the real estate transaction.

Ryan Berry, Senior Vice President, Central Operations, Zillow Group

2:10 – 3:00 pm

Concurrent

Cybersecurity Track: Staying Cybersafe with the FTC

An attorney in the FTC’s Division of Privacy and Identity Protection will share his

insights on monitoring service providers, using cloud security and how the FTC’s

oversight has changed during 2020. Hear about its recent cases and the resources

available to your business.

Jarad Brown, Attorney, Federal Trade Commission

2:10 – 3:00 pm

Concurrent

Innovation Track: Lean into AI

Two title professionals are bringing arti�cial intelligence to the industry. Learn AI’s role

in the real estate transaction.

James Schlimmer, Founder & Instructor, GrowMyTitleBusiness.com LLP | Managing

Partner, Cottrell Title & Escrow

Andy Mahdavi, Chief Data Science Officer, States Title

3 – 3:30 pm Networking Break with Exhibitors

3:30 – 4:20 pm

Concurrent

Cybersecurity Track: Privacy Laws Clarified

Hear from two industry-leading attorneys about the recent federal and state laws

around consumer protection.

Darren Abernethy, Of Counsel, Greenberg Traurig LLP

Sasha Leonhardt, Counsel, Buckley, LLP

3:30 – 4:20 pm

Concurrent

Innovation Track: Digital Lender Panel

The rise of the digital lender is changing how real estate transactions are made. Hear

their insights and how you can help them meet consumer expectations.

Staci Hughes, Vice President of Mortgage Operations, Reali

Landy Liu, General Manager, Better.com

Jeremy Potter, Senior Director, Strategy & Innovation, Quicken Loans

4:30 – 5:20 pm Compliance Track: Regulator Panel

Many of the regulations a�ecting the industry recently is coming from the state level.

Hear from these regulators �rst hand as they discuss this trend.

Susan Apel, Senior Deputy Attorney General, O�ce of Pennsylvania Attorney General

Josh Shapiro, Bureau of Consumer Protection

Neil Derr, Investigator, Colorado Division of Insurance

Chuck Myers, Supervisor, RESA Investigations Section, Virginia Bureau of Insurance

Dennis Newman, Market Conduct Examiner, Market Regulation Section, Colorado

Division of Insurance

Marj Thompson, Chief of Investigations, Consumer Affairs Division, Missouri Department

of Commerce and Insurance

Mary O’Donnell – Moderator, Chief Executive Officer, Westcor Land Title Insurance Co.

5:20 – 5:30 pm Make A Child Smile 

5:30 – 6:00 pm Opening Night Reception 

6:00 – 6:30 pm Networking Nightcap 

*All times Eastern Daylight Time. Times and events are subject to change.

Wednesday, September 2

9:30 am – 5:00

pm

Eastern Time

Exhibit Hall Open

9:30 am – 5:00

pm

Networking Hub Open 

10:00 – 10:50

am

Opening Ceremony & Economic Forecast from Douglas G. Duncan

Professionals in the real estate industry are busy today, but will this boom sustain over

the next year? How can we expect the economy to behave? Learn the answers to these

questions and more with Fannie Mae’s Chief Economist Douglas G. Duncan.

Douglas G. Duncan, Senior Vice President & Chief Economist, Fannie Mae

10:50 – 11:00

amOctober Research Awards

11:00 – 11:50

am

Concurrent

Innovation Track: I Spy iBuyer

Real estate technology companies are buying homes directly from the consumer,

disrupting the traditional transaction. Learn more about this trend.

Nate Baker, Chief Executive Officer and Co-Founder, Qualia

Vanessa Famulener, Head of Cash Close, HomeLight

RJ Jones, Executive Vice President, Finance and Growth, eXp World Holdings

11:00 – 11:50

am

Concurrent

Compliance Track: It Will Never Happen To Me

2020 has shown the industry needs to be prepared for anything. Learn how one title

insurance company’s emergency preparedness eased the response time and let his

business continue to operate.

Jaime Kosofksy, Founding Partner, Brady & Kosofsky, PA

12:00 – 12:50

pm

Concurrent

Cybersecurity Track: Cybercriminals’ Tactics and Techniques

Learn what these attacks look like and how they succeed.

Bruce Phillips, Senior Vice President and Chief Information Security Officer, west, a

Williston Financial Group company

Lance Kim, Special Agent, FBI Los Angeles Field O�ce High-Tech Transnational

Organized Crime Squad

12:00 – 12:50

pm

Concurrent

Innovation Track: Mastering Remote Closings

Digital Mortgage adoption has grown in the wake of the COVID-19 pandemic. Learn

how to execute the work�ow and eliminate the confusion around the variety of remote

closings.

Shane Hartzler, Director, eMortgage Strategy and Operations, Fannie Mae

Brian Hughes, Chief Executive Officer, Amrock

Pat Kinsel, Founder and Chief Executive Officer, Notarize, Inc.

12:50 – 1:30

pmNetworking Lunch

1:30 – 2:20 pm

Concurrent

Cybersecurity Track: Preventing Wire Fraud

How can you prevent your company from being attacked by cybercriminals? Learn how

to protect the transaction and your business.

Chris Gulotta, Founder, The Gulotta Grabiner Law Group, PLLC, Real Estate Data Shield

(REDS)

Regina Lowrie, President and Chief Executive Officer, Dytrix

1:30 – 2:20 pm

Concurrent

Compliance Track: RESPA Questions Answered

We know you know the requirements for creating lawful a�liated business

arrangements and co-advertising arrangements on the internet.  But what about the

more practical issues that arise when real estate agents want to own a piece of the

joint venture or members aren’t sure how standards di�er when establishing a

mortgage company rather than a mortgage broker?  How do you determine

reasonable market value when three loan o�cers all advertise with the same real

estate agent on line?  In the middle of a pandemic do you still pay for a desk rental

when the real estate broker’s o�ce is closed?  And what can you do to avoid violating

RESPA while still developing e�ective strategic alliances with other settlement service

providers? 

Holly Spencer Bunting, Partner, Mayer Brown, LLP

Brian Levy, Of Counsel, Katten & Temple, LLP

Phil Schulman, Partner, Mayer Brown LLP

2:30 – 3:00 pm Networking Break with Exhibitors

3:00 – 3:50 pm

Concurrent

Cybersecurity Track: Cybersecurity In Real Life

How many times have you thought hackers weren’t interested in your business? No

matter the size or location, you can be at risk. Hear from industry leaders with �rst

hand experience surviving and thriving after a cyberattack.

Aaron Davis, Chief Executive Officer, Florida Agency Network (FAN)

Maureen Pfaff, President and Chief Executive Officer, Olympic Peninsula Title Co.

Jacques Waguespack, Partner, Partners Title

3:00 – 3:50 pm

Concurrent

Innovation Track: Innovating Your Company Culture

Learn how you can increase enthusiasm, production and e�ciency by taking

innovative approaches to your company culture.

Donna Anderson, Assistant Vice President, Agency Development Manager, North

American Title Insurance co.

Diane Tomb, Chief Executive Officer, American Land Title Association

Fred Westerlund, Chief Executive Officer, MBH Settlement Group

4:00 – 5:00 pm Underwriter Panel: Conversations with the C-Suite

Hear from the leaders of some of the top underwriters on the industry’s hottest topics.

Jeff Bluhm, Executive Vice President, Old Republic National Title Insurance Co.

James Czapiga, Esq., President & Chief Executive Officer, CATIC

Steven Day, President, National Agency Operations, The FNF Family of Companies

Scott McCall, Chief Executive Officer, Title Resources

Tara Smith, Group President, Agency Operations, Stewart

Patrick Stone, Executive Chairman & Founder, WFG National Title Insurance Co.

Evan Zanic, EVP, Division President Agency Division, First American Title Insurance Co.

5:00 – 6:00 pm Networking Reception 

*All times Eastern Daylight Time. Times and events are subject to change.

Thursday, September 3

10:30 – 11:00

am

Networking BreakfastRESPA News will host a casual discussion with Ken Trepeta & BrianLevy on the Latest RESPA Cases

10:30 am – Exhibit Hall Open

4:30 pm

10:30 am –

4:30 pm

Networking Hub Open 

11:00 – 12:00

pm

12:10 – 1:00

pm

Concurrent

Cybersecurity Track: Cyberattacked. Now What?

Cybercriminals are persistent and despite your company’s best e�orts you may

discover one day that you have been hacked. How should you respond? Learn the

steps you should take to minimize the impact of a breach and how to move forward

afterward with con�dence.

Matthew Froning, Founder and Chief Executive Officer, Security Assurance Facilitation

Experts, LLC

Shelly Mannebach, Florida Business Development Manager, Investors Title

12:10 – 1:00

pm

Concurrent

Compliance Track: Vetting Your Vendors

While you’re working to meet your referral sources’ guidelines, are you ensuring your

vendors meet yours? Learn what you need to be requiring and monitoring with your

Opening Ceremony & Innovation Track: Lender Panel

Hear from lenders about how everyone involved in closings can address pain points and form a meaningful collaboration.

Robert Hinson, Senior Vice President, Mortgage and Vehicles Servicing, Bank of America

Michael Jones, Chief Financial Officer, Thrive Mortgage, LLC

John Murphy, Banking and Treasury Management Executive

Penny Reed, Senior Vice President – Strategic Engagement and Financial Reform, Wells

Fargo Home Lending

vendors.

Chuck Cain, Senior Vice President – National Agency Division, The FNF Family of

Companies

Francis “Trip” Riley, Partner, Saul Ewing Arnstein & Lehr LP

1:00 – 1:30 pm Networking Break with Exhibitors

1:30 – 2:20 pm

Concurrent

Innovation Track: How Successful Agents Are Running Their Business

No matter what is happening in the world, building your business needs to be a

priority. Hear case studies of the strategies used by successful title agents.

Matt Einheber, Principal, TitleBox, Transfer: Real Estate Intelligence Title, TitleBox

1:30 – 2:20 pm

Concurrent

Compliance Track: Escrow Opportunities and Risks

Learn how to take advantage of the opportunities and beware of the risks involved in

today’s escrow industry.

Alan Chang, Vice President of Title, JetClosing

Lee Swaffield, Vice President of Sales, RynohLive

Featured Speaker2:30 – 3:10 pm

Hear the latest priorities for the Department of Housing and Urban Development from Deputy Secretary Brian Montgomery. He will discuss the department’s e�orts to help borrowers and the industry, the increased adoption of technology, the department’s experience with arti cial intelligence and much more.

Brian Montgomery, Deputy Secretary, Department of Housing and Urban Development

3:10 – 4:00 pm That Floats Live Podcast & Closing Remarks

Craig Haskins, Chief Operating Officer, Knight Barry Title

David Townsend, President and Chief Executive Officer, Agents National Title Insurance

Co.

*All times Eastern Daylight Time. Times and events are subject to change.