Two Opportunities Remain to Attend a TRID Forum

March 5, 2015

The first RESPA-TILA Integrated Forum held in Los Angeles was sold out, while nearly 150 industry professionals attended the Feb. 17 forum in Miami and nearly 200 attended the March 5 forum in Dallas. An additional 150 watched the Dallas forum via livestream.

In Dallas, the MBA’s Ken Markison moderated a discussion with Dania Ayoubi and Brian Webster, both of the CFPB, who provided the latest information about the rule.

After that conversation, a panel of industry experts addressed how to get from pre-application to producing a Loan Estimate. Speakers included:

  • Suzanne Garwood, assistant general counsel, JP Morgan & Chase Co.
  • Loretta Salzano, partner, Franzen & Salzano
  • Nancy Silberberg, president, Altus Escrow Inc. / Escrow Institute of California
  • Melissa Richards, chief legal and risk officer, CMG Financial
  • Josh Weinberg, senior vice president, Compliance, First Choice Loan Services

After the morning break, a panel moderated by ALTA’s Steve Gottheim addressed how the TRID rule will affect closing and settlement. Panelists included:

  • Rich Andreano, practice leader, mortgage banking, Ballard Spahr
  • Art Davis, executive director, American Escrow Association
  • Don Partington, executive vice president, legal & strategic affairs, Fidelity National Title Group
  • Penny Reed, strategy consultant, financial reform, Wells Fargo
  • Nancy Silberberg, president, Altus Escrow Inc. / Escrow Institute of California

Robert Lotstein, managing attorney for LotsteinLegal, moderated a panel that provided advice on getting an operation ready to complete the new forms. Offering input were:

  • Ben Harpenau, vice president of quality and change delivery, Bank of America
  • Janet Minke, vice president of underwriting support services, Alliant National Title Insurance Company
  • Ben Olson, partner, Buckley Sandler

Due to the new requirements, there will need to be greater collaboration between title professionals and lenders in order to share data and solve compliance problems. Rick Hill of the MBA moderated the panel that included the following speakers:

  • Chris Christensen, associate, Pierson Patterson LLP
  • Andy Crisenbery, senior vice president, business operations, eLynx
  • Andy Dunn, senior attorney, Wolters Kluwer Financial Services
  • John Haring, compliance enablement manager, Ellie Mae
  • Cecelia Raine, client delivery executive, Black Knight Financial Services
  • Marvin Stone, CFPB program manager, Stewart Title

Rounding out the day, Ken Trepeta of the National Association of Realtors moderated a panel that provided an overview of how the new forms will affect the real estate transaction. Panelists included:

  • Daisy Edwards, owner, American Realty Group
  • Ben Harpenau, vice president of quality and change delivery, Bank of America
  • Ken Markison, vice president and regulatory counsel, MBA
  • Dawn Enoch Moore, chief executive officer, Allegiance Title
  • Penny Reed, strategy consultant, financial reform, Wells Fargo

According to attendees of the previous forums, key takeaways included:

  • Interactive roundtables: Forums feature lengthy facilitated question and answer sessions and roundtables. The Q&A segments give attendees an opportunity to hear experiences in preparing for the rule.
  • Networking with lenders: Attendees can have conversations with lenders from across the country to learn how they plan to handle production and delivery of the Closing Disclosure. This is a great opportunity to learn what lenders will need from their settlement services providers to meet compliance requirements.
  • Hearing from CFPB counsel: Interaction with staff from CFPB's Office of Regulation, gives attendees an idea of what they will be looking for after  Aug. 1, 2015, and provides a breakdown of pending changes.
  • Informed speakers: Panels contain speakers from all over the industry including, compliance pros, real estate agents, title and settlement providers, operations personnel and technology experts.

Upcoming forums:

Register for a forum today. Click here to view the forum schedule.


Contact ALTA at 202-296-3671 or communications@alta.org.

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