Schedule

Florida real estate industry’s trending
topics & most relevant information.

 

Thursday, August 20

12:00 PM - 1:10 PMLearn More Learn More Meet & Greet - Visit the Expo
1:10 PM - 1:15 PMLearn More Learn More Welcome Remarks
We are so excited to bring you this virtual edition of our traditional Fund Affiliate Assembly.
  • Speaker: Melissa Murphy, Executive Vice President, Chief Legal Officer, General Counsel and Secretary, The Fund
1:15 PM - 2:05 PMLearn More Learn More Probate and the Transfer of Real Property
  • Speaker: Stephen C.L. Chong, Shareholder, Mateer & Harbert, P.A.
2:05 PM - 2:15 PMLearn More Learn More Break
2:15 PM - 3:05 PMLearn More Learn More Foreign Seller Ahead! Proceed with Caution - Top FIRPTA Questions & Answers

Learn how a Seller proves non-foreign status. Understand your liability and the buyer’s liability for non-compliance. De-mystify the many forms involved.

  • Speaker: Linda Monaco, Legal Education Attorney, The Fund
3:05 PM - 3:15 PMLearn More Learn More Break
3:15 PM - 4:05 PMLearn More Learn More Title Policy Endorsements in Commercial Transactions

A wider variety of endorsements are commonly requested to insure commercial real estate transactions than are requested for a residential purchase and sale. This segment will review typical requests and The Fund’s guidelines for issuance. Practical suggestions will be offered for situations where additional coverage is requested by an endorsement not approved for use in Florida.

  • Speaker: Robert Rohan, Regulatory Compliance Counsel, The Fund


Friday, August 21

8:00 AM - 9:00 AMLearn More Learn More Meet & Greet - Visit the Expo
9:00 AM - 9:05 AMLearn More Learn More Welcome

Welcome to day two of Fund Affiliate Assembly!

  • Speaker: René Rutan, Affiliate & REC Relations Manager, The Fund
9:05 AM - 9:55 AMLearn More Learn More Notarizing: Truths and Trials
  • Speaker: Denise McCabe, Founder, Florida Notary Training
9:55 AM - 10:05 AMLearn More Learn More Break
10:05 AM - 11:05 AMLearn More Learn More RON Roundtable

This program presents the perspectives and opinions on Florida’s remote online notarization laws from three experienced online notaries, all of whom were early adopters of the new technology used in online notarization sessions. Each panelist utilizes a different platform, so attendees will benefit from learning about their similarities and differences and of their relative pros and cons. 

In addition, attendees will learn about: 

  • What is required to become a Florida online notary and the associated costs 

  • The obligations imposed on the online notary 

  • How the implementation of RON in Florida was impacted by the Covid-19 pandemic 

  • The benefits and challenges of online signing sessions and tips to implement 

  • The future of paperless closings and the role of the closing agent and online notary 

  • Moderator: Michael Rothman, Legal Education Manager, The Fund
  • Speaker: Jodi Strang, Principal Attorney, Strang Adams PA
  • Speaker: Jordan Lulich, Attorney, Lulich Attorneys & Consultants
  • Speaker: Salomé J. Zikakis, Shareholder, Parady & Zikakis, P.A
11:05 AM - 11:15 AMLearn More Learn More Break
11:15 AM - 12:05 AMLearn More Learn More Love & Marriage: Homestead Rules & Tenants by the Entireties

How a tenancy by the entireties is created, what protections it affords, the limitations it imposes, and how it is destroyed. How marital status affects homestead property, restraints on alienation, and what waiver can be relied upon for title insuring purposes. How marital status impacts the enforceability of liens against one party to the marriage.

  • Speaker: Rebecca Wood, Senior Underwriting Counsel, The Fund
12:05 PM - 12:15 PMLearn More Learn More Break
12:15 PM - 1:15 PMLearn More Learn More Title Teasers

An interactive program where attendees are challenged to choose the proper underwriting response based on real-life fact scenarios. A panel of Fund Underwriters provides discussion and analysis of the underwriting decision in each scenario. Attendees will stay informed with the latest developments in The Fund’s underwriting guidelines.

  • Moderator: Steven Presley, Underwriting Counsel, The Fund
  • Panelist: John Brown, Senior Underwriting Counsel, Commercial Services, The Fund
  • Panelist: Jennifer Barrow, Underwriting Counsel, The Fund
  • Panelist: Connie Clark, Senior Underwriting Counsel, The Fund
1:15 PM - 2:05 PMLearn More Learn More Lunch Break
2:05 PM - 2:55 PMLearn More Learn More And the Survey Says . . . Ordering & Reading Surveys
  • Speaker: Linda Monaco, Legal Education Attorney, The Fund
2:55 PM - 3:05 PMLearn More Learn More Break
3:05 PM - 3:50 PMLearn More Learn More The New Era of Wire Fraud

Learn about the latest wire fraud trends that rocked the title industry in 2019 as well as. Examine who is liable for loss and the standard of care imposed on title agents. New best practices to protect yourself and your clients.

  • Speaker: Tom Cronkright, CEO and Co-Founder, CertifID, LLC