American Land Title Association
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SoftPro is the nation's leading provider of Real Estate Closing and Title Insurance software

North American Title Insurance Company is a seasoned title insurance underwriter that has been helping customers achieve the American dream of homeownership for more than 50 years. In the past several years, we have become known as the “underwriter next door,� because our associates are always easy to reach and our processes are, at all times, quick and straightforward. Our agency application process is fast and transparent for qualified agents. NATIC offers a one-hour underwriting response guarantee that is unparallelled in our industry. In addition, we value our agents based on their title industry knowledge and experience, not just on profits alone.

Sales & Marketing
Operations Best Practices (Sponsored By NATIC)


CE States

CLE States

AL 4 5
AR P 5
CO 6
FL 4 P
IN 4 P
KS 4 6
KY 5
LA 4 5
MD 4
MN 5
MO 4 6
MS 5
MT 4
NE 4 5
NJ 4 P
OH 4 5
OK 4 P
PA 4 5
SC 5
TN 4 5
TX P 5
UT 4
VA 4 P
WV 6
WY P 5

“P” indicates approval is still pending. Please sign in for your state even if credits are pending.



Thursday, March 13  •  11:00 a.m. - 12:15 p.m.

Client Development: The Softer Side of Sales
Cynthia McGovern  •  Orange Leaf Consulting
We have all heard ‘this is a relationship business’ but in recent years, we seem to have moved away from building the relationships. With innovative technology and technical expertise, we seem to be selling the ‘bells and whistles’ rather than focusing on what is most important-the relationship. Your ability to create, grow and sustain relationships is what will differentiate your company from your competitors and ensure that you can meet your growth goals this and every year. Attendees will leave this session with a plan to implement in their organization to help them grow their revenue. Attendees will leave the session passionate about engaging all of their forward facing employees, not just those with “sales” in their titles, to approach developing and sustaining relationships as if their jobs depended on it.

Your Relationship with your Lenders in 2014
Pam Sember  •  First American SMS
Lenders  •  TBD

Title and settlement companies are one of the many vendors that lenders use in a mortgage transaction. How will you be affected as lenders re-examine their vendor relationships due to the CFPB’s and other regulators’ bulletins on third-party service providers? What are lenders looking at to show regulators when they come for an examination? How can you work collaboratively with your lender? Come hear from a panel of lenders as they discuss the implications of the CFPB’s third-party service provider policies.

The Do's and Don'ts of the ALTA Best Practices
Members of ALTA’s Education Committee
Presented by members of ALTA’s Education Committee, this program will feature a series of scenarios that demonstrate “worst practices” resulting in loss for either the consumer or the title company. Each scenario will highlight a specific pillar of the Title Insurance and Settlement Company Best Practices and how loss could have been prevented had these best practices been adhered to. This session will reinforce the importance of the ALTA Best Practices showing what happens when they are not followed.

Latest Trends in E&O Claims and Insurance
Rich Curd  •  TIAC
Sean Hanifin  •  Troutman Sanders LLP

Errors and omissions insurance is vital for the protection of a title or settlement company. As the title industry’s own E&O insurer for over 25 years, TIAC’s Claims Counsel and Underwriting Manager will discuss the ins and outs of E&O insurance and claims. Attendees will leave this session with a better understanding of E&O insurance, potential claims and why it is such a vital component of ALTA Best Practices.


Thursday, March 13  •  2:00 p.m. - 3:15 p.m.

Social Media 101: Take the Plunge:  Connecting Social Media and Your Business
Wayne Stanley  •  American Land Title Association
Rusty Solomon  •  Mandrien Consulting Group
Peter Mattson  •  Old Republic National Title Insurance Company

Consumers are using social media every day, and it is important for the title industry to remain relevant in this new digital age. Attendees will leave this session with an understanding of how to develop a social media content strategy, how to better utilize search engine and email marketing and a plan to connect their business with consumers using social media. Additionally, the session will include social media best practices from around the title industry and a discussion on the biggest “time wasters” when using social media.

Improving the Consumer Experience at Closing
Marvin Stone  •  Stewart Title 
Tom Groom  •  Stewart Title
Chris Black  •  Winged Foot Title
Krista Arce  •  First American SMS

The real estate industry has just broached the topic of consumer advocacy with the new CFPB regulations. The real estate industry will begin to see a fundamental shift of focus to the closing process and improving the consumer experience. This session will discuss how we can improve the real estate closing experience, increase collaboration among all parties in the real estate transaction, and offer transparency to the real estate transaction – creating a more informed, educated and happy homeowner. From technology to help ensure your compliance to how to handle consumer complaints this session will arm you with actionable ways you can better serve the consumer.

“Staying Alive” - Your Guide to Surviving the Cyber and Regulatory Onslaught
Brent Scheer  •  Agents National Title Insurance Company
Dick Reass  •  RynohLive 
David Fox  •  US Secret Service

With the increasing dependence on new technologies and devices, cyber fraud is becoming more and more prevalent. Come to this session to learn about the latest cyber fraud schemes from the US Secret Service. Industry experts will also provide an industry perspective on cyber fraud, an update on the cyber fraud regulatory environment, and how to protect your company from these attacks.

Federal Regulation Potpourri
Eric M. Schneider  •  Lakeside Title Company
Giancarlo Spolidoro  •  Attorney

This session will explore various federal laws and regulations that impact title examination and settlement procedures including federal tax liens, the Federal Debt Collection Procedures Act, FIRPTA, 1099 reporting, and less obvious IRS regulations and other miscellaneous federal regulations. Attendees will leave this session able to identify and cure potential title issues relative to federal laws and with the knowledge to adjust policies and procedures to avoid overlooking these issues. This presentation will provide attendees with information that can be applied to every-day operations.


Thursday, March 13  •  3:45 p.m. - 5:00 p.m.

Sales Leadership, Sales Activities; and Revenue Growth
Louis Pontani  •  First American Title
An effective sales force begins with focused leadership.  In the transactional and month-end loaded environment of the title business, leading a sales force can be challenging.  In this session attendees will learn how to implement an effective sales plan, designed with specific sales activities, and how to implement technology tools to ensure relationships are deeper and efforts are more focused.

Delivering Final Docs Electronically
Ken Kirkner  •  Trident Land Transfer Co.
Shonna Cardello  •  White Rose Settlement Services
Mike Kirby  •  First American Specialized Groups

Our industry is moving towards electronic streamlining of processes. Delivering final documents electronically will save your operation time and money. Attend this session to hear how a large title agent started delivering the recorded documents and title policies to the insured parties via secure e-mail.  This session will address how to develop and implement a policy for electronic delivery of documents.

The New Escrow Norm
Dick Reass  •  RynohLive
Escrow security is critical to settlement agents, underwriters and lenders. Given the increased complexity in technology, cyber threats and costs associated with employee errors, this session will deliver the top five reasons to invest time and capital into securing your escrow funds and protecting your company from a financially devastating loss. This session will also examine internal and external risks, costly but avoidable mistakes and implementation of the ALTA Best Practices to protect your company.

The Closing Disclosure Form: From Start to Finish
Leslie Wyatt  •  Softpro
Ben Olson  •  Buckley Sandler, LLP

The new Closing Disclosure form is here. Are you ready? This session will offer a comprehensive line-by-line review of the new form. Learn how to fill out the form and what new rules and regulations affect it. Gain the knowledge to return to your company and train the employees within your organization and be prepared to explain the new form to a consumer.


Friday, March 14  •  9:00 a.m. - 10:15 a.m. 

Sales...It Really is Rocket Science!
Darryl Turner  •  The Darryl Turner Group
It’s been said that sales is a numbers game.  Well, they lied!  Sales is not a numbers game, nor does simply making more sales calls make more sales.  If prospect conversion numbers aren’t good, then adding prospects isn’t the answer, but learning the science is. This session will equip the willing while likely irritating the egotistical.  If you’re ready to increase your sales, you simply can’t miss this session.

Fraud Alert! Detecting and Preventing Scams in Real Estate Transactions
Gary Bernier  •  Stewart Title Guaranty Company
Scammers are constantly developing new ways to separate property owners, lenders and title agents from their money. This program is designed to teach attendees how to recognize and prevent various types of fraud in the real estate transaction process (including mortgage release scams, reconveyance schemes, and other examples of fraud and forgery).  Attendees will examine actual scams perpetrated in recent times and learn how to put a stop to them.

Are You Prepared for the Worst?
Linda Grahovec  •  Fidelity National Title Group
Dale Austin  •  Continuity Secure
Paul Sullivan  •  Agility Recovery

An estimated 25% of businesses do not reopen following a major disaster. About 70% of small firms that experience a major data loss go out of business within a year. Of those businesses that experience a disaster and have no emergency plan, 43% never reopen. Do not become a statistic! Be prepared for events that can adversely affect YOUR business.  This session will include the 5 R’s of proper planning, life safety issues, effective documentation and implementation, and the 10 steps to Business Preparedness.

Coping with the Changing Face of Title Insurance Regulation
Ronald Blitenthal  •  Old Republic National Title Insurance Company
Mary Payne Thomas  •  Stewart Title
Timothy Kemp  •  First American Financial Corp
Paul Perez  •  Fidelity National Financial

 In an era of enhanced statistical reporting and scrutiny, title agents and underwriters must learn to survive in an environment of conflicting regulatory agendas. Panelists from the four major underwriter families will discuss the future of title insurance regulation.  How is state regulation evolving as regulators seek to protect consumers and lower costs? How will the NAIC’s Title Insurance Task Force affect your business? What effect will CFPB oversight of the settlement process have on regulation? Join this session to ensure that you are positioned well in 2014.