1. business and industrial

Own Your Future
CO N F ER ENC E
PROGR A M
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Welcome to #ALTA14
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On behalf of the Board of Governors
and the entire ALTA staff, we thank
you for attending ALTA’s 108th Annual
Convention. We are honored to serve as
your host. From the general sessions to
the professional development programs,
we’ve developed an excellent program
aimed at helping you understand the
various issues impacting the industry and providing information about
the changes happening in the market so attendees can take control
of their future.
Refinance business has dried up and a bevy of regulatory
pressures are impacting order volume. Implementation of
Best Practices has reached a tipping point and new mortgage
disclosures hit the scene August 2015. There’s a lot changing,
but we’ll provide insight on how you can overcome these hurdles
and share advice on how your company can change its focus and
create demand in your local market.
With homebuyers wanting more information about the real estate
process and associated costs, it’s critical for ALTA members to
take control of their messaging to ensure that consumers, lenders,
real estate agents, lawmakers and regulators fully understand our
product. We’ll help you learn how to effectively tell your story.
We’re transforming the way we operate to continuously improve
our ability to meet customers’ needs and ensure the safe and
efficient transfer of real estate. We should all be very proud of
where we are today and excited about where we are headed. By
attending the Annual Convention, you are putting yourself and your
company in control by learning and being prepared. I’m sure you
will depart feeling invigorated with new networking opportunities
and innovative ideas on how to help your business succeed.
Please let ALTA staff know if there’s anything we can do to make
your time at the convention more enjoyable. Enjoy your stay in the
eclectic, sophisticated and resilient city of Seattle!
Best Wishes,
Rob Chapman,
ALTA President
A Special Greeting from the ALTA President
Dear Title Industry Colleague:
1
The American Land Title Association® is celebrating its 108th
Annual Convention in Seattle, WA. ALTA’s largest meeting, our
Annual Convention is where title insurance companies, abstracters,
and title agents come together to network and build relationships
with their colleagues and participate in a comprehensive
accredited educational program focused on best practices,
business development, government regulations and technology
trends. In addition to phenomenal education, attendees can shop
exhibitors for products, services, and technology solutions that
are essential to their business operations.
ALTA is the national trade association and voice
of the abstract and title insurance industry. ALTA
members search, review, and insure land titles
to protect home buyers and mortgage lenders
who invest in real estate. ALTA members range
from small, one-county operations to large
national title insurance underwriters across the
nation.
This year’s annual convention is located in the beautiful city of
Seattle where the land is characterized by both land and water.
Lake Washington is located to the east, Elliott Bay and Puget
Sound, an arm of the Pacific Ocean, lies west. Waterfall Mountains
rise to the east and west. City attractions are not only beautiful
views at the tip of the Space Needle, but also the surrounding
landscapes. The water area near Pike Place Public Market is a
favorite destination for both locals and visitors. Here you will find
the famous fish throwers and fresh food shops. If you are in search
of something extremely unique, swing by the original Pike Place
Starbucks while you’re close, after all there’s only one original
Starbucks store! Museums offer another outlet in Seattle for
entertainment. Locations such as the Seattle Art Museum, Seattle
Asian Art Museum, Henry Art Gallery, Olympic Park sculpture,
Wing Luke Asian Museum, the Flight Museum, and the Museum
of History and Industry, are all well represented in Seattle.
Welcome to #ALTA14> >
Table of Contents
1
Schedule-at-a-Glance > >
4
ALTA Social Media Guide > >
11
Professional Development Sessions Overview > >
12
Schedule Detail > >
12
Thursday October 14
Opening General Session
Friday, October 15
Friday General Session
Saturday, October 16
14
16
22
23
30
Closing General Session
32
Closing Reception
34
Exhibit Hall Map > >
38
Exhibitor List > >
39
Exhibitor Descriptions > >
40
Ticketed Events > >
51
Tours & Activities > >
52
General Information > >
54
2013-2014 ALTA Board of Governors > >
56
ALTA Honorary Members > >
57
ALTA Past Presidents > >
58
Map of Seattle > >
60
4
Schedule
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Note: All Committee Meetings are open to all ALTA Members
7:00 a.m. - 7:00 p.m.
Convention Registration
Sunday, October 12, 2014
Dahlia Lounge
included in committee registration fee
Monday, October 13, 2014
8:00 a.m. – 9:00 a.m.
Breakfast for Reinsurance Committee
Pike
7:00 a.m. – 9:00 a.m.
Breakfast for All Committees
8:00 a.m. – 10:00 a.m.
Best Practices Task Force Meeting & Breakfast
Denny/Mercer
separate registration & fee required
9:00 a.m. – 12:00 p.m.
Forms Committee Meeting
9:00 a.m. – 5:00 p.m.
Title Counsel Committee Meeting
Pine
separate registration & fee required
9:00 a.m. – 5:00 p.m.
Education Committee Meeting
Pike
9:30 a.m. – 12:30 p.m.
Seattle Icons Tour
7:00 p.m.
Forms Committee Dinner
committee members and guests only
10:00 a.m. – 12:00 p.m.
Public Relations Committee Meeting
7:00 p.m.
Title Counsel Dinner
Blueacre
included in committee registration fee
10:30 a.m. – 12:30 p.m.
Government Affairs Committee (GAC) Meeting
Tuesday, October 14, 2014
8:00 a.m. – 9:00 a.m.
Breakfast for All Committees
9:00 a.m. – 12:00 p.m.
Title Counsel Committee Meeting
San Juan Foyer
Elliot Bay
separate registration & fee required
9:00 a.m. – 5:00 p.m.
Forms Committee Meeting
Olympic
12:00 p.m. – 1:00 p.m.
Lunch for All Committees
San Juan Foyer
2:00 p.m. – 4:00 p.m.
National Title Professional (NTP) Council Meeting
4:00 p.m. – 6:00 p.m.
Convention Registration
Blakely
Fifth Avenue Foyer
4:00 p.m. – 5:00 p.m.
Title Insurance Political Action Committee (TIPAC) Meeting
5:30 p.m. – 7:00 p.m.
President’s Reception
7:30 p.m.
Forms Committee Dinner
Orcas
Fifth Avenue
invitation only
Wild Ginger
committee members and guests only
7:30 p.m.
Membership & Education Committee Dinner
Wild Ginger
additional fee required
7:30 p.m.
Tavolata
Technology & Real Property Records Committee Dinner additional fee required
7:30 p.m.
State Affiliates Dinner
Cutters
additional fee required
Grand Foyer
Grand Crescent
8:00 a.m. – 10:00 a.m.
State Legislative/Regulatory Action Committee (SLRAC) Meeting
9:00 a.m. – 5:00 p.m.
Reinsurance Committee Meeting
12:00 p.m.
Lunch for Reinsurance & Title Counsel Committees
Grand Registration
11:30 a.m. – 1:30 p.m.
Professional Headshot Station
12:00 p.m. – 1:30 p.m.
Lunch for All Committees
Vashon II
Olympic
St. Helens
Westin Lobby
additional fee required
Vashon I
Fifth Avenue
Grand Foyer
Sponsored by Old Republic
Grand Foyer
1:00 p.m. – 3:00 p.m.
Native American Lands Committee Meeting
Vashon I
1:00 p.m. – 3:00 p.m.
Membership Committee Meeting
Vashon II
1:00 p.m. – 3:00 p.m.
Technology Committee Meeting
1:00 p.m. – 5:00 p.m.
Woodinville Wine Tour
2:00 p.m. – 4:00 p.m.
Regional Underwriters Meeting
Fifth Avenue
Westin Lobby
additional fee required
Grand Crescent
3:30 p.m. – 5:00 p.m.
Title Action Network (TAN) Committee Meeting
Vashon II
3:30 p.m. – 5:00 p.m.
Real Property Records Committee Meeting
Vashon I
3:30 p.m. – 5:30 p.m.
Social Media Help Desk
4:00 p.m. – 4:30 p.m.
Exhibitor Meeting with ALTA’s CEO
4:00 p.m. – 7:30 p.m.
Professional Headshot Station
Grand Foyer
Sponsored by Old Republic
Grand Ballroom 1 & 2
Grand Foyer
Sponsored by Old Republic
5
Pre-Convention Schedule-at-a-Glance
Pre-Convention Schedule-at-a-Glance
Wednesday, October 15, 2014
Pre-Convention Schedule
7:00 p.m.
Reinsurance Committee Dinner
Schedule
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
6
Schedule
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Convention Schedule-at-a-Glance
4:30 p.m. – 5:30 p.m. Fifth Avenue
First-Time Convention Attendee and New Member Orientation
Convention Opening
5:30 p.m. – 7:30 p.m.
Grand Ballroom 1 & 2
Ice-Breaker Reception and Grand Opening of Exhibit Hall Showcase
included in registration fee
Sponsored by Softpro
Thursday, October 16, 2014
7:30 a.m. – 5:00 p.m.
Convention Registration
Grand Registration
7:30 a.m. – 8:45 a.m.
Social Media Help Desk
Grand Foyer
Sponsored by Old Republic
7:30 a.m. – 8:45 a.m.
Breakfast in Exhibit Showcase
Grand Ballroom 1 & 2
Sponsored by Fidelity
7:30 a.m. – 9:00 a.m.
Professional Headshot Station
Grand Foyer
Sponsored by Old Republic
7:45 a.m. – 8:45 a.m.
Vendor Demo Sessions
See Page 14
4 concurrent sessions
8:00 a.m. – 8:45 a.m.
International Development Committee & Breakfast
Orcas
8:00 a.m. – 8:45 a.m.
National Title Professional (NTP) Designation Breakfast
9:00 a.m. – 11:00 a.m. General Session Program
11:00 a.m. – 1:45 p.m.
Professional Headshot Station
Blakely
invitation only
Grand Ballroom 3
Sponsored by Fidelity
Grand Foyer
Sponsored by Old Republic
Grand Ballroom 3
11:15 a.m. – 12:15 p.m.
Abstracters and Title Insurance Agents Section Meeting
including nomination and election of officers
11:15 a.m. – 12:15 p.m.
Fifth Avenue
Title Insurance Underwriters Section Meeting
including nomination and election of officers
11:15 a.m. – 11:45 a.m.
Cascade II
Vendor Education – Uniform Closing Data Set with Fannie Mae & Freddie Mac
12:15 p.m. – 1:45 p.m.
Social Media Help Desk
LOOK
Grand Foyer
Sponsored by Old Republic
12:15 p.m. – 1:45 p.m.
Lunch in Exhibit Showcase
Grand Ballroom 1 & 2
Sponsored by Fidelity
12:45 p.m. – 1:45 p.m.
Vendor Demo Sessions
See Page 17
4 concurrent sessions
1:30 p.m. – 3:30 p.m.
Flightseeing Tour
Westin Lobby
additional fee required
1:30 p.m. – 4:30 p.m.
Main entrance of Westin Seattle
“Behind the Scenes” Seattle Aquarium Tour
additional fee required
STRENGTH AND STABILITY FOR
O V E R A C E N T U R Y.
A tiger’s night vision is six times more acute
than that of a human.
At Old Republic Title, we have a network of sharp-eyed underwriters
who are trained to spot defects in a title. Therefore, you can rest
assured that when you work with us, you’ll receive unparalleled
underwriting support and financial strength, nationwide coverage
and in-depth local knowledge. This equals peace of mind both you
and your customers can count on – and deserve.
For an underwriter who looks out for you,
count on Old Republic Title.
612.371.3882
oldrepublictitle.com
Connect Socially: oldrepublictitle.com/social
Underwriters in the Old Republic Title Insurance Group, Inc. are: Old Republic National Title Insurance Company,
Mississippi Valley Title Insurance Company and American Guaranty Title Insurance Company
8
Schedule
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Grand Crescent
2:00 p.m. – 3:15 p.m.
Professional Development Sessions See Page 18
5 concurrent sessions
3:45 p.m. – 5:00 p.m.
Professional Development Sessions See Page 20
4 concurrent sessions
5:30 p.m. – 6:30 p.m.
Seattle Space Needle
TIPAC Thank You Reception invitation only – transportation provided via Monorail
The Pike Brewing Company
9:00 p.m. – Midnight
Rock Out with TIPAC
suggested contribution to TIPAC – walkable from the Westin
Friday, October 17, 2014
7:30 a.m. – 4:45 p.m.
Convention Registration
Grand Registration
7:30 a.m. – 9:00 a.m.
Social Media Help Desk
Grand Foyer
Sponsored by Old Republic
7:30 a.m. – 9:15 a.m.
Professional Headshot Station
Grand Foyer
Sponsored by Old Republic
7:30 a.m. – 9:00 a.m.
Breakfast in Exhibit Showcase
Grand Ballroom 1 & 2
Sponsored by NATIC
8:00 a.m. – 9:00 a.m.
Vendor Demo Sessions See Page 22
3 concurrent sessions
9:15 a.m. – 11:15 a.m.
Friday General Session
11:15 a.m. – 1:45 p.m. Lunch in Exhibit Showcase
11:15 a.m. – 1:45 p.m.
Social Media Help Desk
8:00 a.m. – 12:30 p.m.
Convention Registration
8:00 a.m. – 9:00 a.m.
Continental Breakfast
Grand Registration
Mezzanine Foyer
9:00 a.m. – 10:15 a.m.
Professional Development Sessions
See Page 30
4 concurrent sessions
10:30 a.m. – 12:30 p.m.
General Session Program
Grand Ballroom 3
12:45 p.m.
Past President’s Luncheon Departure
Westin Lobby
1:00 p.m. – 3:00 p.m.
Past President’s Luncheon
Blueacre
invitation only
1:15 p.m. - 4:15 p.m.
Tastes of Pike Place Market Tour
Westin Lobby
6:00 p.m. – 10:00 p.m.
Closing Reception & Dinner
Experience Music Project Museum
Reception Sponsored by Stewart
included in registration fee
Grand Ballroom 3
Sponsored by First American
Grand Ballroom 1 & 2
Grand Foyer
Sponsored by Old Republic
11:30 a.m.
Westin Lobby
Michael F. Wille Memorial TIPAC Tournament Departure
lunch and transportation provided
12:15 p.m. – 1:30 p.m.
Professional Development Sessions
Saturday, October 18, 2014
Convention Schedule-at-a-Glance
Convention Schedule-at-a-Glance
1:30 p.m. - 5:00 p.m.
ALTA Board of Governors’ Meeting
9
Schedule
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
See Page 25
3 concurrent sessions
12:00 p.m. - 5:00 p.m.
Newcastle Golf Course
Michael F. Wille Memorial TIPAC Tournament
separate registration required/ suggested contribution to TIPAC
1:00 p.m. – 5:00 p.m.
Woodinville Wine Excursion
Westin Lobby
additional fee required
1:45 p.m. – 3:00 p.m.
Professional Development Sessions
See Page 26
4 concurrent sessions
3:30 p.m. – 4:45 p.m.
Professional Development Sessions
See Page 28
4 concurrent sessions
Ice Breaker Reception
& Grand Opening of
the Exhibit Showcase
Wednesday, October 15
5:30 p.m. – 7:30 p.m.
Join us in the Exhibit Showcase
for cocktails and hors d’oeuvres
as we kick off the 2014 Annual
Convention.
SPONSORED BY
Social Media Guide
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Welcome to Seattle.
#ALTA14
@ALTAonline – ALTA’s official Twitter handle
Did you know that Seattle is home to the
world’s first gas station (opened in 1907
on East Marginal Way), the first floating
bridge (the Mercer Island Floating Bridge)
and the original Starbucks (opened
in Pike Place Market in 1971). We did.
That’s because our local employees
are just that - locals. They are title and
underwriting experts that have local
knowledge and understand the local
customs, real estate laws, and needs of
our title agents.
Facebook.com/altaonline – ALTA’s official Facebook account
The nice thing is, we have local experts
in your neck of the woods, too.
Sponsor Twitter Handles:
We’re locals. Just like you.
Wherever you call home, find out how
our local experts can help you in your
local market.
Be sure to check into the ALTA Annual Convention on Swarm
and tag all your photos with #ALTA14 on Instagram.
Tweet important quotes and take photos during our many
committee meetings, general sessions, receptions, and inside
the exhibit hall.
General Session Speaker Handles:
Michelle Korsmo - @MichelleKorsmo
Doug Duncan - @FannieMae
Rob Chapman: @titlerob
Frank Pellegrini: @fp1976
Linda Grahovec: @LindaGrahovec
Jeanne Bliss - @JeanneBliss
SoftPro - @SoftProSoftware
First American - @FirstAmNews
Data Trace - @eDataTrace
Old Republic - @OldRepTitle
RamQuest - @RamQuest
Stewart - @StewartTitleCo
ReQuire - @goreQuire
Simplifile - @Simplifile
TSS - @iwantTSS
eLynx - @eLynx_Buzz
Red Vision - @redvision
RynohLive- @RynohLive
LiensNC - @LiensNC
Pavaso, Inc- @PavasoTweets
If social media intimidates you or you feel you need a
tutorial on the ways you can best use it, stop by the
Social Media Help Desk in the Grand Foyer during
the posted hours.
Social Media Help Desk Hours
Find a local expert.
Visit www.fntg.com/local
Wednesday, October 15
3:30 p.m. – 5:30 p.m.
Thursday, October 16
7:30 a.m. – 8:45 a.m.
12:15 p.m. – 1:45 p.m.
Friday, October 17
7:30 a.m. – 9:00 a.m.
11:15 a.m. – 1:45 p.m.
2014 Social Media Guide
Did you know?
Official Annual
Convention hashtag
11
12
CE/CLE/LPO Credits
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Sponsored By NATIC
Stories from the Front Lines: ALTA Best Practices Implementation
CE/CLE/LPO Credits
ALTA is proud to offer CE and CLE opportunities at our Annual
Convention. ALTA has submitted applications for CE and CLE credit
in many states:
When Does a Question Become a Complaint? And When Does
a Complaint Become a Claim?
E-Recording Overview and Charging Accurate Closing Costs
10 Steps To Business Preparedness
AL
7
8.5
Technology Considerations You’ll Need to Be
Successful in the CFPB Era
AR
P
8.5
Business Operations
CO
Improving the Consumer Experience with Digital Closings
FL
Our Stories: From Paperfull to Paperless^
CA
P
P
7
P
GA
8.5
ID
P
(re)Structuring For Maximum Growth In Any Market
IL
P
Expanding Your Business: Take Advantage of
Out of State Commercial Opportunities
Revealing the Cost of Title Services: Facts that will
Guide You to Streamlined Operations^
IN
7
P
KS
7
10
Legal
LA
7
MD
7
It’s the Law! What you Need to Know to Protect your
Customers’ Personal Information
KY
MN
The Top 10 Legal Issues Facing The Title Industry
MO
Don’t Be a Claims Casualty: Claims Avoidance for the Title
Agent
MS
E-Signatures and Title Insurance
CFPB
8.25
MT
8.5
7
Are you Ready?: A Checklist for RESPA-TILA Success
Beyond the Title Company: How will the New CFPB Rule Affect
the Way Your Clients Do Business
10.2
8.5
P
NC
Sponsored By Locke Lord LLP
8.5
8.5
P
NE
7
8.5
NJ
P
P
NY
P
OH
7
8.5
The ALTA Universal ID: What Is It & How Will It Help Me?
OK
7
9
The Impact of the Ability to Repay Rule and Qualified Mortgage
on Borrowers and Closing Agents
Don’t Forget the Post-Closing: Using Technology to Support
Audit and Compliance
OR
PA
P
7
SC
9
8.5
TN
7
8.5
TX
P
8.5
Manage Your Brand and Connect with Clients Digitally
UT
7
Winterizing for a Profitable First Quarter
VA
7
P
WA
7.5*
P
Sales, Strategy and Marketing
Transform Your Entire Team into an Engaged and Motivated SELLING MACHINE
WV
10.2
The Value of 25 Words
WY
Explain the Value of Title Insurance: Creating an Effective Message
P indicates credits are still pending
* Washington State Bar Limited Practice Officer Credit
^ = No CE Approval for Indiana
P
8.5
13
Professional Development Sessions
Professional Development Sessions
Best Practices
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
14
Thursday, October 16
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Vendor Demo Sessions • 7:45 a.m. – 8:45 a.m.
Habif, Arogeti & Wynne, LLP
Olympic
Kim McConkey; Partner-in-Charge of HA&W’s Compliance Success Program
The Road to Becoming Compliant Using ALTA Best Practices:
Practical Considerations and FAQs
The title and settlement industry is undergoing regulatory changes.
With these changes come serious business risks for settlement
firms and title companies who are not compliant with ALTA Best
Practices. Join Habif, Arogeti & Wynne, LLP (HA&W) to learn more
about HA&W’s ComplianceSuccessssm Program, the fastest and
most affordable path to compliance using ALTA Best Practices.
TitleClose.com Vashon I
Cheryl Cox & Marc Connelly
When Consumers Shop – You Win. Come see how. TitleClose.com
How have you positioned your business to succeed for serving
your customers electronically???? Get ready for the Millennials to
impact the market – online access is critical to your success in
growing your business. “TitleClose.com” provides ANY title agent,
closing attorney or escrow company the ability to be Eclosing
enabled immediately – on the web, easy to use, easy to implement.
RealEC Vashon II
Finally. A firm that knows the title business the way you do.
Locke Lord’s practice groups have grown to include lawyers
who have spent their entire careers in the trenches as in-house
counsel with title insurance and escrow operations of all
sizes and lawyers with substantial government enforcement
experience. We understand the issues facing your business as
only insiders can. Our clients in the settlement services space
rely on us for:
• CFPB examination preparation and simulation
• Analysis of existing and proposed business relationships
and agreements for compliance under RESPA
• Review and revision of reinsurance arrangements
• Preparation of insurance holding company filings
Chris Boring, Vice President
Closing Insight – Industry Tool to Support the New Closing Process
• Development of remediation plans, both proactively
and in response to adverse regulatory findings
The CFPB’s Integrated Mortgage Disclosure rule will have broad
industry impact on how mortgages are manufactured in the U.S.
Attend this demonstration of Closing Insight™ - a new technology
designed to streamline the complex, multi-party closing process.
• Defense of regulatory enforcement actions pending
before state insurance regulators
Entrinsik
Grand Crescent
Tad Buck, Director of Informer Services
Enhance Title Production Data Analysis with Entrinsik Informer
Join us to see how Entrinsik Informer delivers a total reporting
solution enabling your organization to collect and analyze data
from title production systems and other data sources. Experience
intuitive, easy to use business analytics and interactive dashboards
readily available for all types of users, from processors to team
leads and executives.
• Advice to insurance clients engaged in market
conduct examinations
• Review of marketing materials for compliance with state
and federal law
• Assistance with building a comprehensive compliance
program and
• Development of risk-based policies and procedures that meet
both ALTA Best Practices and individual company needs.
Our regulatory compliance lawyers have a unique understanding
of the compliance needs of title insurance underwriters and
agents. They leverage that understanding to provide practical,
cost-effective solutions for our clients so our clients can focus
on running a successful business. Because we come from your
business, we know your business. The way you do.
Timothy V. Kemp | Partner | T: 312-443-0232 | [email protected]
16
Thursday, October 16
SPONSORED BY
Thursday, October 16
11:15 a.m. – 11:45 a.m.
Cascade II
Vendor Education – Uniform Closing Data Set with Fannie Mae & Freddie Mac
Take Control of
Explaining Your Value
ALTA president Rob
Chapman and CEO Michelle
Korsmo will share results
from ALTA’s year-long
research project aimed at
helping the title industry
Rob Chapman Frank Pellegrini
better communicate the
ALTA President
ALTA Past-president
value of the industry. With
homebuyers wanting more
information about the
real estate process and
associated costs, it’s critical
for companies to take control
of their messaging to ensure Diane Evans
Michelle Korsmo
ALTA President-elect ALTA CEO
that consumers, lenders,
realtors, lawmakers and regulators fully understand their product.
Be sure to attend this fascinating general session as ALTA unveils
the best ways to communicate with various audiences based on
research from focus groups and online surveys around the country.
This Isn’t Your Father’s
Housing and Mortgage Market
A sluggish first half of the year resulted
in the Mortgage Bankers Association to
cut its 2014 loan origination forecast to
$1.05 trillion. While economic growth is
slowing compared to 2013, the housing
market suffers from a lack of supply
and demand. Is this the market your
company can expect for the next few
years? Doug Duncan will provide insight
into what he’s seeing on the housing
front and will share his thoughts on
what to expect in terms of volume
over the next year so you can properly
prepare and adjust staffing.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
This special education session will address the availability
of the Uniform Closing Dataset (UCD) and the tools that
can assist with implementation of the UCD.
Soft Pro Cascade II
Amy Riggsbee, Senior Vice President
Maximize Efficiency with SoftPro Select and See the New Closing
Disclosure Forms!
Come see the award-winning and most advanced software in our
industry today, SoftPro Select - fully customizable for your business
with powerful workflow automation, robust reporting, vendor
integrations, mobile apps and more. Also, see a sneak peak of how
SoftPro has incorporated the new Closing Disclosure Forms!
SMS
Cascade 1A
Scott Fairbanks, Enoch Wadsworth, Pam Sember, Krista Arce
SMS- One Source, Many Solutions for ALTA Best Practice Compliance
SMS is a single source for implementing ALTA Best Practices in
your office, with a full line of products and services developed
for title and settlement professionals. Join us for this informative
demonstration to discover how SMS is helping customers like you
meet compliance requirements in a dynamic environment.
RynohLive
Dick Reass, CEO
Six Steps to Total Escrow Security
Rynoh’s Dick Reass will explain that by following some simple
escrow accounting best practices, and using today’s technology
to your advantage, your business and your customers’ funds will
be safer instantly. The presentation will review each of the six
steps and provide a detailed explanation of why these specific
best practices are critical, as well as offer answers to common
questions and expert insight on fact-based scenarios.
BeesPath Spencer Cazier, Business Development Manager
Secure Communications, Simplified.
Keynote Speaker
Doug Duncan
Fannie Mae
Chief Economist
Cascade 1B
Cascade 1C
Securely communicating with customers doesn’t have to be
difficult. In fact, it should be simple. Come learn how BeesPath
makes encrypted email and web portals a thing of the past by
providing a secure, cloud-based communications platform that
integrates messaging, file delivery, and instant chat. Did we
mention it’s simple?
17
Vendor Demo Sessions • 12:45 p.m. – 1:45 p.m.
Opening General Session • 9:00 a.m. – 11:00 a.m.
9:00 a.m. – 11:00 a.m.
Grand Ballroom 3
OWN YOUR FUTURE • #ALTA14
18
Thursday, October 16
E-Recording Overview and Charging
Accurate Closing Costs
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Ops
Thursday, October 16
Expanding Your Business: Take Advantage
of Out of State Commercial Opportunities
Fifth Avenue
Compliant and accurate documentation of the closing and
settlement process is more important than ever before. Adopting
appropriate recording procedures and pricing policies ensures that
a company can meet state, federal and contractual obligations.
Adopting these procedures also means a company is compliant
with ALTA’s Best Practice #4! Attend this session to hear speakers
discuss how to incorporate E-Recording into the process and how
to document these procedures and monitor compliance.”
Cascade IB
This program will identify key issues in taking advantage of out of
state commercial opportunities and will provide tips to help build
an agency’s national commercial platform, whether that entails
adding states to the company’s licensed jurisdictions or developing
relationships with partner offices in targeted expansion areas.
Attendees will gain a clear understanding of potential obstacles and
the ways to navigate through the nuances of national commercial
business.
Brian Benson (CEO, Closing Corp)
Patrick Curry (CEO, WACO Title Company)
Jerry Lewallen (eRecording Partners Network)
Donald O’Neill (EVP/Chief Compliance Officer, WFG National Title Insurance Company)
Judi Souza (CSEO/CEI, Escrow Expertise)
Daniel Fowler (CEO, Near North National Title LLC)
Colleen Morrison (VP & Counsel, Near North National Title LLC)
Steven M. Napolitano (CEO, First Nationwide Title Agency)
Randle P. Shoemaker-Crump (SVP, Fidelity National Financial)
SSM
CFPB
The ALTA Universal ID: What Is It
& How Will It Help Me?
Cascade II
A universal identification number for settlement agents simplifies
and streamlines the lookup of agent qualifications and Best
Practice certification for and across different participants in the
loan closing lifecycle. Learn how the Universal Agent ID is being
structured, how it is tied to the ALTA Best Practices, and what you
can do to leverage this ID to advance your business standing.
Andy Crisenbery (SVP, eLynx)
Craig Haskins (COO, Knight Barry Title Inc.)
Penny Reed (Vice President, Wells Fargo)
Marvin Stone (SVP, Stewart Title Guaranty Company)
SSM
Transform Your Entire Team into an
Engaged and Motivated SELLING MACHINE
Cascade IA
Imagine what your business would look like if you could turn every
employee into a sales person. Easier said than done? … we think
not. Engaging all employees and creating a sales environment is
the key better customers, better employees, and better results!
We’ll show you how to do it, in 75 minutes or less.
Winterizing for a Profitable First Quarter:
Don’t Settle for Being in the Red
Cascade IC
Woe is the gardener who expects a bounty in summer without the
hard work required in the spring. Just say “no” to our industry’s
seasonality in 2015 and beat the odds by being profitable in Q1
without mass layoffs. Sow your seeds of growth and profitability
for Q1 now and for the next 2 months with a few key strategies.
Attendees will leave this session energized, empowered and with a
plan to start 2015 off strong!
Cynthia McGovern (CEO, Orange Leaf Consulting)
Wake Up and Smell the Coffee!
TAN promotes the value of the
land title industry and allows
you to advocate from anywhere.
TAN is fast, FREE and easy to
understand.
Join TAN today and see what’s
brewing in your area!
Chris Black (Attorney/Owner, Winged Foot Title LLC)
Justin Black (Strategic Advisor, Sirota)
Rich Griffin (Southwest Agency Manager, North American Title Insurance Company)
www.titleactionnetwork.com
19
Professional Development Sessions
Professional Development Sessions • 2:00 p.m. – 3:15 p.m.
BP
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
20
Thursday, October 16
Are you Ready?: A Checklist for
RESPA-TILA Success
Fifth Avenue
Where should you be on the RESPA-TILA implementation timeline?
What obstacles are preventing you from getting there? What should
your tactical plan look like for the next 9 months to ensure success?
This interactive session will identify stumbling blocks and action
steps for getting past hurdles. Take the pause button off of your
implementation, bring your questions to this panel of experts and learn
what you can do now to ensure you are ready. Attendees will leave this
session with a list of action items to ensure RESPA-TILA compliance!
Chuck Cain (Sr. VP Agency Manger Midwest, WFG National Title Insurance Co.)
Richard Horn (Partner, Dentons US LLP)
Mary Schuster (Chief Product Officer & EVP, RamQuest)
Ops
Revealing the Cost of Title Services:
Facts that will Guide You to Streamlined
Operations^
Cascade II
What can you do to reduce costs and streamline your title
production operation? Join us for this unique session and learn
about the true cost of title production based on a recently
conducted landmark industry study. From procuring title data and
images, to employing labor and managing risk, this session will
provide you with the insight you need to make effective changes
that will improve your bottom line.
Linda Naylor (Sr. Business Development Manager, Accenture)
Michael Tafoya (CEO, Title365)
Brian Twibell (CEO, RedVision)
Le
It’s the Law! What You Need to Know
to Protect Your Customers’ Personal
Information
Cascade IA
Under Federal and state laws (including the Gramm-Leach-Bliley
Act), title companies must protect Non-public Personal Information,
also known as Personally Identifiable Information (PII), (which
includes first name or first initial and last name coupled with any
of the following: Social Security Number, driver’s license number,
state-issued ID number, credit card number, debit card number, or
other financial account numbers). In this presentation, you will learn
about the laws, the penalties for non-complying, and how to remain
compliant in five easy steps.
Jake Finnell (VP, Rpost)
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
BP
Thursday, October 16
21
10 Steps To Business Preparedness
Cascade IB
If a disaster occurred at your office, how would you continue to
serve your clients? Statistics show that 94% of small business
owners believe a disaster could seriously disrupt their business
within the next two years. Are you prepared? Join us as we discuss
the Top 10 ways to prepare any organization. Based on Agility’s
25 years and thousands of recoveries, these simple steps could
mean the difference between surviving a disaster, and giving in
to one. ALTA members who have experienced disasters in their
own operations will also share personal stories of recovery and
preparedness.
Nolan Frazier (Strategic Sales Manager, Agility Recovery)
Craig Haskins (COO, Knight Barry Title, Inc.)
Rock Out with TIPAC!
Thursday, October 16
9:00 p.m. - 12:00 Midnight
Pike Brewing Company
$75 per person/ $100 at the door
(All fees contributed to TIPAC)
See registration form for rules and
eligibility requirements
Join TIPAC for a night of live band karaoke where you
get to be the rock star! Come sing your favorite songs
with a little help from Seattle’s original live
karaoke band, Rockaraoke!
The Pike Brewing Company is
located in the heart of Seattle’s
historic Pike Place Market
Professional Development Sessions
Professional Development Sessions • 3:45 p.m. – 5:00 p.m.
CFPB
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
22
Friday, October 17
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Cascade II
Steve Russo, Executive Vice President
Do You Have A Plan to Support ALTA’s Best Practice – Pillar #3 To
Safeguard & Protect NPI Data…? We Have Your Solution!
CertainSafe™ is a web-based, Cloud-compliant secure data
storage vault that gives owners the ability to store and retrieve
MicroEncrypted™ and MicroTokenized™ documents and data of
ALL types.
NIC - LiensNC
Kim Tanner, Director of Operations
LiensNC: A Modern Approach to Mechanics’ Lien Law
Cascade 1A
An online application created specifically to facilitate North
Carolina’s mechanics’ lien laws, LiensNC.com creates a
transparency of construction project involvement so that
potential interests are known at closing. NIC’s State Construction
Registration system is a modern approach for addressing the ageold mechanics’ “hidden lien” problem in your state.
National Notary Association
Chris Sturdivant, Director of Business
Notary Signing Agent Certification
Cascade 1B
Learn about SigningAgent.com’s Notary Signing Agent Certification
program. Our industry-recognized program teaches Notaries how to
become a Notary Signing Agent including step-by-step procedures
for executing loan documents, review of the Professional Code of
Conduct and best practices for GLBA compliance. A background
screening is also included with the program.
Did you lose this program again? Don’t lose your head over it, go to the
ALTA Convention Microsite to receive the most up-to-date information
on session times, rooms, speakers, tours and more.
Bookmark the link now: meetings.alta.org/annual/
9:15 a.m. – 11:15 a.m.
Grand Ballroom 3
Friday, October 17
SPONSORED BY
How the New Closing
Disclosure Will Affect the Way
You Do Business
Moderator
The road to compliance takes a new
turn in August 2015. Join us for this
Alison Gareffa
Old Republic National Title
informative session to understand the
changing needs of your lender and realtor Insurance Company
clients. Our panel of experts will address Anne Anastasi NTP
Genesis Abstract
and identify key industry roadblocks
Richard Bramhall
before implementation of the new
Westcor Land Title Insurance Co.
Consumer Financial Protection Bureau’s
Linda Grahovec NTP
Closing Disclosure form including:
Fidelity National Title Group
complete timeframe, form preparation, Penny Reed
form delivery and post-closing activity.
Wells Fargo
Ensure your company is on the right path
for success and growth by understanding
the changes affecting the industry over the next year.
Own Your Future and Learn
about Untapped Growth
Opportunities
As a specialist in corporate positioning
and media relations, Ken Schmidt was
asked to work with Harley- Davidson
to help restore the company’s image
and create demand for its motorcycles.
Within a few short years, HarleyDavidson became one of the most
visible and frequently reported-on
Keynote Speaker
companies in the world, while sales
Ken
Schmidt
of its motorcycles rocketed upward.
Schmidt will share how you can change the culture of your
company to stand out, create demand in your local markets, fuel
client referrals and take advantage of the look-alike/act-alike
competitive environment.
23
Friday General Session • 9:15 a.m. – 11:15 a.m.
Vendor Demo Sessions • 8:00 a.m. – 9:00 a.m.
Secure Cloud Systems, LLC.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Technology Considerations You’ll Need to Be
Successful in the CFPB Era
Cascade II
Ninth Annual Michael F. Wille
Memorial TIPAC Golf Tournament
Friday, October 17 • 12:00 p.m. - 5:00 p.m.
$350 per person (All fees contributed to TIPAC)
See registration form for rules and eligibility requirements.
The Golf Club at Newcastle in Newcastle, Washington
Newcastle is spread out across 350 acres and
features breathtaking panoramic views of Lake
Washington, Mt. Rainier, the Olympic and the
Cascade Mountains, and the city of Seattle.
Designed by acclaimed golf course architect
Robert E. Cupp in consultation with Masters
Champion Fred Couples, the tournament-caliber,
full-facility complex features challenging fairways
and greens, an 18-hole bent-grass putting
course, and a private grass practice tee including
three holes for pitching, putting and chipping.
The Title Industry Political Action Committee
(TIPAC) is the collective voice of the title
insurance industry and the official PAC of
the American Land Title Association. TIPAC
is dedicated to building and developing
relationships with Members of Congress,
while educating and advocating on behalf of
the title industry. Your contribution to TIPAC
is vital to ALTA’s legislative efforts on Capitol
Hill. Continued support of TIPAC by every ALTA
member is instrumental to our success.
With the CFPB implementation dates fast approaching, the landscape
of how Settlement Service Companies interact with Lenders will
change. This session will outline specific technology milestones
all settlement servicers should be thinking about and working on,
including who/how the Closing Disclosure will be produced, security
of NPI data, eSignature, QC & Closing Collaboration with the Lenders.
Attendees will leave this session with a complete list of all the major
technology initiatives they need to have completed to be competitive
next August when the CFPB rules go into effect.
Rob Chapman (EVP/CIO, Old Republic National Title Insurance Company)
Larry Godec (CIO, First American Title Insurance Company)
Kevin Gugenheim (EVP, Fidelity National TItle Group)
Marvin Stone (SVP, Stewart Title Guaranty Company)
Le
Don’t Be a Claims Casualty:
Claims Avoidance for the Title Agent
Cascade IA
The industry paid almost $830 million in claims in 2013; come listen
to senior counsel representing both national and regional underwriters
for tips on how to avoid this! Panelists will discuss the most prevalent
national claims trends in raw numbers and dollar amounts. The
session will also address fraud prevention and easily avoidable errors,
including defective mortgage preparation, signing and notarization, and
payoff errors, which can lead to major claims. Attendees will leave this
session with tools to identify potential claims and simple solutions to
help them avoid becoming a claims casualty!
Mark Borst (VP, Stewart Title Guaranty Company)
Guy DeFrances (VP & General Counsel, Connecticut
Attorneys Title Insurance Company)
Michele Green (VP, First American Title Insurance Company)
SSM
Manage Your Brand and
Connect with Clients Digitally
Cascade IB
With the new ways of communication increasing each day, it is
more important than ever to connect with consumers – wherever
they may be. This session will help you think through the process of
understanding how consumers communicate concerns and feedback
and how you can create a reputation management program for your
business. Additionally, we will explore the precise methods to use to
connect with potential clients digitally and discuss the best ways to
maximize your time (and budget) on your social media strategy.
Krista Arce (Business Development Manager, Rizolv)
Bill Risser (VP, Chicago Title Agency)
Wayne Stanley (Manager of Public Affairs, American Land Title Association)
25
Professional Development Sessions • 12:15 p.m. - 1:30 p.m.
BP
Friday, October 17
26
Friday, October 17
The Impact of the Ability to Repay Rule
and Qualified Mortgage on Borrowers and
Closing Agents
Cascade II
Mortgage lenders continue to refine their compliance with the CFPB’s
rules relating to a borrower’s ability to repay the loan. As a result,
closing agents find that they are tasked with new responsibilities to
help the lender comply with these regulations. This session will cover
specifics of the rule and lender expectations, but will also provide an
open forum for discussion and suggestions “from the floor” on how to
best provide needed information.
Chris Christensen (Peirson Patterson, LLP)
Ruth Dillingham (Special Counsel, First American Title Insurance Company)
SSM
Explain the Value of Title Insurance:
Creating an Effective Message
Cascade IA
ALTA has spent the past year working with the communications
firm, Forum Strategies, to research the best ways to communicate
with consumers, lenders, realtors and regulators. This engaging
session will explore the results of the research project including
video highlights from the focus groups and survey results statistics.
Attendees will leave Seattle with the knowledge needed to take control
of communicating the value of their business to their most important
clients: consumers.
Michelle L. Korsmo (CEO, American Land Title Association)
David Laufer (Principal, Forum Strategies)
Michele Mitola (Vice President, Forum Strategies)
Photo By Eli Christman
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Le
Friday, October 17
27
E-Signatures and Title Insurance
Cascade IB
E-signatures are gaining popularity in the real estate world. Title
agents need to understand the underwriting requirements related to
them. To do so, speakers will address the difference between recorded
and unrecorded documents, the difference between in-person and
“”remote”” e-signatures, and how to analyze e-signature reliability
using the principles of authentication, attribution, and anti-repudiation.
You will walk away with an understanding of e-signatures from a title
insurer’s perspective and how to use them in your closings.
Christos Bettios (CIO, First American Title Insurance Company)
Justin Lischak Earley (VP, Underwriting, First American Title Insurance Company)
Steven Wolf (Mortgage Systems Administrator, Boeing Employees Credit Union)
Ops
Our Stories: From Paperfull to Paperless^
Cascade IC
Title professionals can save money and improve efficiency by
becoming paperless. In this session, two title agents will tell you the
story of their journey of becoming paperless. They will present on the
actual process of customizing the use of your software to match your
current workflow with paper files. Additionally, you will hear tips and
tricks on how to lead through change, and the keys to a successful
transition. The question and answer time of the program will be ample
and discussion will be welcomed.
Stephanie Fullerton (President, Streamline Consulting)
Nicole Plath (CEO, Fortune Title Agency, Inc.)
Paula M. Zwiren, Esq. (President, Zwiren Title Agency, Inc.)
NEED MORE CASE LAW?
Title and Escrow Claims Guide
Published since 1996, Title and Escrow Claims Guide is
the favored research book for land title industry claim
administrators and retained counsel. The guide provides more
than 1,400 pages of practical analysis that is valuable for:
• claims administrators
• agency managers
• coverage counsel
• examiners
• underwriters
• escrow officers
Get Your Claims Guide Today at
www.alta.org/publications/titlelaw
Professional Development Sessions
Professional Development Sessions • 1:45 p.m. – 3:00 p.m.
CFPB
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
28
Friday, October 17
Beyond the Title Company: How will the
New CFPB Rule Affect the Way Your Clients
Do Business
Cascade II
The CFPB rule will affect the entire real estate market. You should
prepare not only yourself and your title company, but also your clients.
During the next nine months, you have a unique opportunity to teach
your realtor clients, your lender clients and your attorney or law firm
clients about how this rule will affect them. Arm them not only with
your expertise but also the tools to prepare them for questions and
situations to come. This session will address how to effectively train
lenders, realtors and attorneys for these coming changes. If you train
them now, the transition will be smoother for all parties involved –
including the consumer!
Linda Grahovec NTP (VP, Fidelity National Title Group)
Ops
Improving the Consumer Experience
with Digital Closings
Fifth Avenue
With the CFPB final rule on integrated mortgage disclosures, much of
the focus has been on forms, but the real estate industry will begin to
see a shift of focus to the closing process and improving the consumer
experience. As the Bureau initiates its eClosings pilot program, it’s safe
to assume that eClosings will become a fixture in the industry. Come to
this session to learn how digital closings work and how each party in a
transaction, including the consumer, benefits from a digital closing.
Chris Christensen (Peirson Patterson, LLP)
Nancy Pratt (Director of eStrategy, Pavaso Inc)
Marvin Stone (SVP, Stewart Title Guaranty Company)
Brian Webster (Consumer Financial Protection Bureau) *invited
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
SSM
Friday, October 17
29
(re)Structuring For Maximum Growth
in Any Market
Cascade IA
With the industry and the marketplace changing so rapidly, it’s
important to be able to lead your organization to the next level. Using
lessons he’s learned from two decades of experience working with
more than 850 title companies, Darryl Turner will share the largest
and most common mistakes title companies make while attempting to
grow sales and revenue. Attendees will hear tips on how to avoid these
mistakes and experience unlimited growth.
Darryl Turner (CEO, Title Solutions Group)
Le
The Top 10 Legal Issues
Facing The Title Industry
Cascade IB
This session will feature a lively panel discussion focusing on recent
legal issues facing the title and escrow industry. The broad areas of
discussion will address recent cases and rulings relating to claims,
underwriting, regulatory and company liability. The panel discussion
will cover recent legal decisions in various state or federal court
and address how those cases could potentially affect individuals or
companies operating within the title and escrow industry. Make sure
your company is prepared for the effects of these issues!
Marjorie Bardwell (VP, Fidelity National Title Group)
Cheryl Cowherd (Senior Underwriting Counsel, Agents National Title Insurance)
Kenneth Styles (Shareholder, Miller Starr Regalia)
Need a Break?
Studies have shown that taking breaks can create enhanced
learning opportunities. We’ve arranged a number of off-site
tours for your pleasure. Be sure to participate in at least one,
if not more! All tours include transportation, guide services,
admissions, taxes, and gratuities.
Photo By Michael Righi
Visit the ALTA Registration Desk to Sign Up
Professional Development Sessions
Professional Development Sessions • 3:30 p.m. – 4:45 p.m.
CFPB
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Saturday, October 18
When Does a Question Become a
Complaint? And When Does a Complaint
Become a Claim?
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
CFPB
Saturday, October 18
Don’t Forget the Post-Closing:
Using Technology to Support
Audit and Compliance
Cascade II
Cascade IB
The CFPB has received over 110,000 complaints in two years in the
mortgage arena. Not only is proper handling of complaints crucial
under the seventh pillar of ALTA’s Best Practices, but it can also
help prevent claims or worse, a CFPB investigation. This session will
address the proper handling of consumer complaints in accordance
with the ALTA Best Practices and when a complaint can become a
claim. Join us for a discussion of how to properly document and
escalate complaints.
Efficient, compliant post-closing procedures might mean the difference
between being a CFPB-compliant settlement agent and being left off
of a lender’s approved settlement agent list. This session will offer
important technologies and workflow improvement ideas to support
fast, efficient, and compliant post-closing strategies. Tomorrow’s
settlement agent needs to take advantage of industry technologies
to improve consistency, compliance, and to provide audit and control
transparency to lenders, customers and underwriters.
Cynthia Blair (Shareholder, Rogers, Townsend & Thomas, PC)
Cheri Hipenbecker (General Counsel, Knight Barry Title, Inc.)
Tim Pearson (Reg. President, TRN)
Kate Steineman (Vice President, Wells Fargo)
David Townsend NTP (CEO, Agents National Title Insurance Company)
Vicki DiPasquale (VP, Simplifile LC)
John Ralston ( VP, Medallion Analytics)
Richard Reass (CEO, RynohLive)
Elizabeth M. Tanner, Esq. (EVP, Final Trac LLC)
Nancy Landmark NTP (VP, Commercial Partners Title, LLC)
IT
R OV I
E P
D
201 4
E
A me
ri c
Photo By Cedward Brice
With the new Combined Disclosure taking effect in 2015, it is more
important than ever that we, as title professionals, succinctly explain
to our customers, advocates and adversaries, the value we provide to
the consumer and to the investor in real estate transactions. The most
effective communication is brief, pointed, and revolves around the
listener’s interests, needs and understanding. Learn to craft your own
25-word message about the Value title professionals bring to the table.
R
Bill Burding (EVP, Orange Coast Title Company)
Craig Haskins (COO, Knight Barry Title Inc.)
Kim McConkey (Partner, Habif, Arogeti & Wynne LLP)
Rand Meyer (Partner, Dixon Hughes Goodman LLP)
Kirsten Pollock ( VP/Audit Director, Investors Title Insurance Company)
Cascade IC
on
What does the road to compliance with ALTA’s Best Practices look like?
Come learn from others that have successfully implemented ALTA’s
Best Practices. When to begin? What worked? What didn’t? What
challenges to expect? What kind of time and resources are necessary
for successful implementation? What is the risk of noncompliance?
Attendees will have the opportunity to ask questions and learn from
those who are already compliant.
The Value of 25 Words
an
a ti
Cascade IA
SSM
ci
Stories from the Front Lines:
BP
ALTA Best Practices Implementation
31
Professional Development Sessions
Professional Development Sessions • 9:00 a.m. – 10:15 a.m.
BP
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
EL
30
Lan
d Titl e A
ss
o
The Elite Provider
Membership Program is
comprised of premier service
providers committed to
offering comprehensive
benefits to the title insurance
and settlement services
industry.
www.alta.org/elite
32
Saturday, October 18
OWN YOUR FUTURE • #ALTA14
Closing General Session • 10:30 a.m. – 12:30 Noon
Closing General Session
10:30 a.m. – 12:30 Noon
Improving the Consumer
Experience: It All Starts With You
Join us for an exciting closing general
session on Saturday as we discuss the
best ways to enhance the consumer
experience. From the title search to
the closing table, we’ll highlight realworld examples of companies that are
leading the way in assuring consumers
walk away with an extremely positive
Diane Evans NTP
experience. During this session the
ALTA President Elect
2014-2015 ALTA Board of Governors
Land Title Guarantee Co.
will be installed and you’ll hear from
freshly elected ALTA President Diane
Evans on her vision for the association
over the next year. She’ll explain why
it’s important for title professionals
to get involved with ALTA and their
state land title associations and how
active participation now will help
dictate your future in the industry.
Additionally, Jeanne Bliss, president of Keynote Speaker
Jeanne Bliss
CustomerBLISS and executive coach
on customer-driven growth, will discuss CustomerBLISS
what’s most important for delivering
meaningful customer experiences that drive profitability and
growth. Attendees will walk away with strategies and tools to build
powerful customer relations.
S AVE T H E DATE
2015 ALTA Business Strategies Conference
March 18 - 20, 2015
Sheraton Philadelphia Downtown
Closing Reception
& Banquet at the
Experience Music Project
(favorite music genre themed attire - optional)
Saturday, October 18 • 6:00 p.m. – 10:00 p.m.
RECEPTION SPONSORED BY
Photo By: Andrew E. Larsen
Let’s rock ‘n’ roll and close out the 2014
Annual Convention with a bang! Please make
your travel plans accordingly, as you will not
want to miss out on this unique experience.
Dinner will be held at the Experience Music
Project (EMP) in the heart of downtown
Seattle. Located in the shadow of the Space
Needle, EMP is a one of a kind music museum
combining interactive and interpretive exhibits
to tell the story of the creative, innovative, and
rebellious expressions that define American
music. EMP encourages visitors of all ages and
backgrounds to experience the power and joy
of music in its many forms. Please feel free to
dress in your favorite music genre.
Additional tickets may be purchased at the onsite registration desk for non-registered guests.
Please visit the ALTA registration desk to receive
a light-up guitar pin. This will be your admission
onto the Monorail and into the museum.
AL
TA
Go
ld
Pa
rtn
er
Thank You to Our
2014 Strategic Partners
and Conference Sponsors
Diamond Partners
As a Stewart Trusted Provider
you’ll be able to show lenders
that you’re the kind of agency
they need to work with.
Another reason why Stewart
is the right underwriter for you.
Being a part of the Stewart agency network is
an accomplishment and marks you as a top tier
agency. The Stewart Trusted Provider seal gives
you a way to market your elite status. A symbol of
the quality and trustworthiness of your agency, the
seal is proof to lenders that you have been vetted
and verified through our rigorous vetting process,
which we believe to be the toughest in the industry.
Visit us at the ALTA® Annual Conference
booth #204/206 to find out more about
Stewart’s initiative to provide our agencies
with the knowledge and tools needed for
success in the new regulatory environment.
Platinum Partner
Gold Partners
Bronze Partners
Conference Sponsors
LiensNC
A member of the NIC family of services
www.liensnc.com
© 2014 Stewart. Trademarks are the property of their respective owners.
38
Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Exhibit Hall Map
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M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Vendor Information
LiensNC
A member of the NIC family of services
www.liensnc.com
REAL
PROPERTY
ABA
SECTION OF
TRUST &
ESTATE LAW
Your Source for Success
TITLECLOSE.COM
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Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Vendor Information
Axis Technical Group
Booth 210
300 South Harbor Blvd, Suite 910
Anaheim, CA 92805
www.axistechnical.com • 714-491-2636
Axis Technical Group is a global business technology advisor to leading
companies in the real estate, healthcare, and financial services industries.
Fast, fluid and focused, our global team provides unmatched technical and
business expertise. Coupled with our advanced intelligent classification
and data extraction software offering, Axis AI, Axis empowers organizations
to rapidly access and transform their data into relevant and actionable
information. It’s not just about the technology – it’s what we can do for
your business.
ALTA’s Land Title Institute
ALTA Lounge
1828 L St. NW, Suite 705
Washington, DC 20036
www.landtitleinstitute.org • 202-296-3671
ALTA’s Land Title Institute (LTI) is the educational
subsidiary of the American Land Title Association. LTI
started with one correspondence course over 30 years
ago and has evolved into an organization which offers
comprehensive title industry training for everyone in your
operation. Whether it’s your first day on the job or you’re
looking to bolster decades of knowledge with the latest
information, you can “Rely on LTI” to provide the training
you need.
BeesPath
Booth 105
PO Box 85
Richmond, UT 84333
www.beespath.com • 435-258-5065
Securely communicating non-public information with others doesn’t have
to be difficult. In fact, it should be easy. BeesPath radically simplifies the
way real estate financial service providers communicate with each other
and their customers, making encrypted email and web portals a thing
of the past. Our secure, cloud-based platform integrates bi-directional
messaging, file and data exchange, and instant chat – bringing all your
business communications into one easy-to-use platform.
American Bar Association Section of
Real Property, Trust, & Estate Law
Booth 116
321 N Clark Street, Chicago, IL 60654
www.americanbar.org/aba.html • 312-988-5683
The ABA Section of Real Property, Trust and Estate Law (RPTE) is a diverse
community of nearly 22,000 U.S. and international lawyers, paralegals,
real estate and financial services professionals, law students, and legal
educators. We provide leadership and subject matter expertise on current
regulatory and legal issues, trends, and best practices with the singular
goal of empowering our members to better serve their clients.
ATG LegalServe
Booth 313
1 South Wacker Drive, 24th Floor
Chicago, IL 60606
www.atglegalservice.com • 312-752-1407
ATG LegalServe, a subsidiary of Attorneys’ Title Guaranty Fund, Inc.,
is uniquely qualified to serve the title insurance industry. We can help
you comply with the background check requirement in ALTA’s Best
Practice Pillar 2. We offer 24/7 online ordering and retrieval, and our
knowledgeable staff is available to help. Our solutions are tailor-made for
you, affordable, and in compliance with the Fair Credit Reporting Act. For
more information, visit us at www.atglegalserve.com.
Black Knight Financial Services, Data & Analytics
Booth 417
601 Riverside Ave.
Jacksonville, FL 32204
www.bkfs.com • 904-854-5310
Black Knight Data & Analytics provides end-to-end business development
and production solutions for Title Underwriters and Agents. With business
development tools including TitlePro247, Premium Leads marketing
lists and Title Market Share, you can help your customers generate new
opportunities for success and growth. Our Property Insight solutions help
you perfect the search for title with Automated Title Plants, Advanced
Search Technology, Title Workflow Automation and Production Services.
Title companies rely on us for better performance, quality, convenience and
support.
BMI Digital ReeL
Booth 415
1115 E Arques Ave.
Sunnyvale, CA 94085
www.digitalreel.com • 408-736-4397
BMI Digital ReeL is a microfilm conversion solution that includes the filmto-digital conversion service at our NIST compliant facility. We make exact
replicas of your original microfilm or microfiche and include a software
viewer that resembles a reader printer. Full text search enables quick
access to any property record. Adjustable grayscale image enhancement
allows users to optimize even the toughest-to-read images. Digital ReeL is
available on premise or as a cloud-based hosted service.
Exhibitor Directory
Exhibitor Directory
Agility Recovery
Booth 117
2101 Rexford Road; Suite 350E
Charlotte, NC 28211
www.atclose.com • 412-265-1029
Agility Recovery, a former division of GE, is North America’s premier
provider of business continuity & disaster recovery solutions. Agility
provides robust, sensible and easy-to-implement recovery solutions for an
affordable monthly membership fee, providing access to temporary power,
office space, communications and computer systems. For more than 25
years, Agility has ensured that businesses are there for their clients and
our 100% success rate at fulfilling this promise is why our clients and
partners comprise over 19,000 organizations across North America.
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Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Cloudstar
Booth 212
10151 Deerwood Park Blvd, Suite 200-250
Jacksonville, FL 32256
www.mycloudstar.com • 800-340-5780
Cloudstar is a nationwide provider of data security, compliance, and cloud
technology solutions for the next generation of successful title agents.
Corporation Service Company
Booth 216
2711 Centerville Road
Wilmington, DE 19808
www.erecording.com • 800-927-9801
Corporation Service Company® (CSC®) provides eRecording solutions
that establish an electronic “bridge” between submitters of real estate
documents and county offices, enabling documents to be prepared,
submitted, recorded/rejected, indexed and returned quickly, efficiently and
electronically. For more information, visit www.erecording.com.
Data Trace
Booth 203 & 205
200 Commerce
Irvine, CA 92602
www.edatatrace.com • 800-221-2056
Data Trace provides accurate real estate title search
technologies and solutions. Our title solutions enable
settlement services companies to quickly search and
acquire historical real estate information. Beyond our
title plants, Data Trace provides the solutions to help
protect and grow your title business for the future.
Document Processing Solutions
Booth 113
590 W Lambert Rd
Brea, CA 92821-3914
dpsx.com • 714-482-2060
DPS is a customer service oriented company offering nationwide document
recording and transportation solutions for all organizations involved in
the post-closing process in any real estate related transaction. We work
with Title Companies, Escrow Companies, Realtors, Law Firms, Banks,
Lenders and Trustees. DPS processes all types of recorded residential
or commercial real estate documents and is an extension to our client’s
internal processes acting as a third party administrator to close a file.
Vendor Information
Entrinsik, Inc
Booth 406
7721 Six Forks Rd, Suite 100
Raleigh, NC 27615
www.entrinsik.com • 888-703-0016
Entrinsik Informer delivers a total reporting solution enabling your
organization to collect and analyze important data from title production
systems and other data sources. Experience intuitive, easy to use business
analytics and interactive dashboards readily available for all types of users,
from processors to team leads and executives. To get started on a free
trial, contact sales at [email protected] or call 888-703-0016. Visit
www.entrinsik.com/Informer for more details.
eRecording Partners Network
Booth 311
400 Second Avenue South
Minneapolis, MN 55401
www.erecordingpartners.net • 888-325-3365
eRecording Partners Network (ePN) is a national eRecording service
provider. ePN has built a network of hundreds of counties located across
the country to receive electronic recordings. With a business strategy
based on technology leadership, competitive pricing and outstanding
customer support, ePN has quickly become the vendor of choice for
a growing number of title companies, banks, law offices, and other
submitters.
Ernst Information Services
Booth 208
99 Washington Avenue, Suite 309
Albany, NY 12210
www.ernstpublishing.com • 800-345-3822
Celebrating 25 years, processing over 1 billion transactions; Ernst is the
partner the industry trusts in meeting CFPB requirements for GFE Blocks
3-8 with 100% guaranteed accuracy. At Ernst we produce award winning
technical solutions with unparalleled data expertise. We create custom
solutions for our clients using their fees and their providers. Our solutions
are easily integrated with processing speeds of less than ¼ second,
available through Web, XML, Mobile and Custom Fee Engine technology.
GreenFolders
Booth 106
200 Commerce
Irvine, CA 92602
www.greenfolders.com • 801-736-3191
GreenFolders is an electronic office management system that makes
the dream of working without paper a reality. Though it’s more than just
a pathway to paperless office, GreenFolders empowers you to be more
efficient by eliminating the space between your desktops - connecting your
staff and all your files in a single interactive collaborative environment.
Visit us at www.greenfolders.com to learn more.
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Exhibitor Directory
Exhibitor Directory
Closers’ Choice
Booth 111
3601 Cardinal Point Drive
Jacksonville, FL 32257
Closerschoice.com • 904-256-0053
Closers’ Choice has been leading the industry in providing Closing
Software and Title Software to Closing & Title professionals for well over 30
years. Closers’ Choice delivers efficient settlements with advanced closing
features to Settlement Agents, title companies, and law firms across North
America.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
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Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Medallion Analytics
Booth 403
22 Rutgers Road Suite 100
Pittsburgh, PA 15205
www.medallionanalytics.com • 412-327-7616
Medallion Analytics provides a suit of web-based productivity, compliance
and quality tools for the title industry. Our settlement solutions extract data
from documents and images throughout the closing process to help title
companies automate the entire pre- and post-close settlement process.
The end result is no rekeying, far fewer errors and lower cost. For more
information, visit www.medallionanalytics.com.
National Notary Association
Booth 412
9350 De Soto Ave
Chatsworth, CA 91311
www.signingagent.com • 800-876-6827
The National Notary Association’s directory, SigningAgent.com provides
easy and instant access to a nationwide network of more than 20,000
professional Notary Signing Agents. To see how the NNA can help enhance
your organization’s Notary compliance program, please contact Chris
Sturdivant, Director, Business Development at 818-739-4086 or email
[email protected].
New Jersey Search Experts
Booth 404
830 Broad Street
Shewsbury, NJ 07702
www.statecapital.net • 800-876-8994
3 New Jersey Search Expert Companies, 1 easy platform, www.
statecapital.net. Now you can order, track and retrieve your Judgment
Searches, Corporate Status Reports, UCC’s, Tidelands, Floods, Tax,
Assessment & Utility Searches, etc., all from one platform, and from 3
expert search companies; Priority Search Services, State Capital Title &
Abstract Company and Western Technologies Group. Please take the time
to visit our booth, so we can demonstrate our superior product quality and
excellent customer service.
Vendor Information
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NextAce
Booth 107
1100 W. Town and Country Road
Orange, CA 92868
www.nextace.com • 440-725-8973
NextAce® is the premier provider of automated title production systems
and data extraction services. With unmatched integration across multiple
production platforms, the powerful and flexible NextAce platform connects
a vast network of data resources to accurately create a single order or
thousands across the nation. Gain real property intelligence only from
NextAce: comprehensive automated title reporting and search solutions,
and reliable interpretation of unstructured documents for title plant
indexing, loan origination package processing, and other underwriting
services.
NIC – LiensNC
Booth 112
19 W Hargett Street, Suite 507
Raleigh, NC 27601
www.liensnc.com • 919-615-3505
NIC Inc. is the nation’s leading provider of
online services for federal, state and local
A member of the NIC family of services
governments. For over 20 years, NIC has
www.liensnc.com
been helping government communicate more
effectively with citizens and businesses by putting essential services
online, such as driver’s license renewals, property tax payments, permits,
official court documents, business licenses, and registrations. In addition
to more than 3,500 eGovernment solutions, NIC is the service provider of
LiensNC, North Carolina’s online mechanics’ lien agent system.
LiensNC
October Research, LLC
Booth 110
3046 Brecksville Road, Suite D
Richfield, OH 44286
www.octoberstore.com • 330-659-6101
October Research, LLC is the nation’s leading provider of market
intelligence, industry news and regulatory information for professionals in
the real estate, settlement services and mortgage industries. Publications
include The Title Report, The Legal Description, Valuation Review, RESPA
News and Dodd Frank Update. The company also produces educational
seminars, webinars, special reports and customized publishing. www.
OctoberStore.com
Op2
Booth 305
5801 Tennyson Pkwy, Suite 500
Plano, TX 75024
www.op2online.com • 800-542-5503
op2 is the hosted environment for RamQuest’s title and settlement
solutions and has been providing Best Practices compliance for the
industry since 2006. If questions about network security, data handling,
disaster recovery and business continuity leave your head spinning…op2
can help. Built by title professionals for title professionals, op2 takes the
hassle out of technology and frees you up to do what you do best. Visit
www.op2 online for more information.
Exhibitor Directory
Exhibitor Directory
Habif, Arogeti, & Wynne, LLP
Booth 103
Five Concourse Parkway, Suite 1000
Atlanta, GA 30328
www.hawcpa.com • 404-892-9651
Habif, Arogeti & Wynne, LLP, through its ComplianceSuccesssm Program is
the only CPA firm in the nation to perform ALTA Best Practices compliance
benchmarking, readiness and certification reporting services. The
ComplianceSuccess Program provides an independent third-party review
using CPA professional standards on attestation reporting, trusted by
banking and financial institutions. Our fast track approach can assess your
current level of compliance and provide a remediation plan in as little as
10 days.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
Booth 407
RamQuest
Booths 303 & 402
2745 N. Dallas Pkwy, Suite 210
Plano, TX 75093
www.ramquest.com • 214-291-1600
RamQuest enables title and settlement operations
to be competitively superior with products that
include fully integrated Title and Settlement, Imaging,
Transaction Management and Digital Marketplace
solutions. Unwavering in our commitment to
exceptional experiences, RamQuest does not just meet
but exceeds our customers’ needs and expectations. Let us show you what
our solutions can do for your title and settlement operation. Visit www.
ramquest.com or call us at 800.542.5503 for more information.
Real Estate Data Shield
Booth 307
271 Madison Avenue, Suite 700
New York, NY 10016
www.realestatedatashield.com • 212-951-7302
Real Estate Data Shield, through its Compliance Management
2014
Platform (over 5,000 licensed users), provides our industry’s
first security compliance solutions including: (i) written
information security & related policy templates; (ii) staff
training e-courseware; (iii) a security self-assessment tool to identify
gaps in security; and (iv) through Security Compliance Associates (SCA)
complete an On-Site Information Security Assessment & Certification . Our
Executive Team includes title & settlement industry thought leaders, as well
as internationally recognized privacy and data security legal, regulatory and
compliance experts.
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Exhibitor Directory
Pavaso, Inc
2745 Dallas Pkwy, Suite 300
Plano, TX 75093
www.pavaso.com • 214-377-1794
Pavaso is an innovative technology company in the
Real Estate Closing industry. We’ve created a powerful
digital closing platform that takes the best of the web’s
collaboration and social features, integrations, analytics
and enterprise scalability to bring everyone in the
closing process together on the same page.
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Real EC Technologies
Booth 416
20 E Greenway Plaza, Suite 500
Houston, TX 77046
www.RealEC.com • 877-273-2532
RealEC® Technologies was formed by two of the largest settlement
service providers in the nation, a lineage that shows our market-leading
solutions. RealEC’s expertise delivers the RealEC Loan Quality Gateway™,
a scalable technology platform that enables both efficiency and supports
lender compliance with loan quality requirements. Components include
Exchange™, Valuation Insight®, Quality Insight™, Closing Insight™ and
iFolder. Over 15,000 service providers connect securely to their lending
clients using RealEC solutions every day. Visit www.RealEC.com.
Vendor Information
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reQuire, LLC
Booth 405
5029 Corporate Woods Drive, Suite 225
Virginia Beach, VA 23462
www.gorequire.com • 757-226-8049
For more than a decade, reQuire has proactively tracked and verified
the payoff and cancellation of prior mortgage accounts and liens after
the closing; minimizing costs, disruptions, and frustrations for all parties
associated with the transaction —homeowners, realtors, loan officers,
attorneys, underwriters, and settlement agents. Visit gorequire.com to
learn how.
Exhibitor Directory
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M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Rizolv
Booth 104
200 Commerce
Irvine, CA 92602-131
www.rizolv.net • 800-540-8089
Rizolv is an online consumer complaint management system for entities
involved in the real estate settlement industry. Easy to access and use,
Rizolv helps you capture, manage and resolve consumer issues quickly
and completely. In no time, you’ll be turning complaints into opportunities
to engage with your customers resulting in improved customer satisfaction
and loyalty.
RynohLive
Booth 309
397 Little Neck Road, 3300S-306
Virginia Beach, VA 23452
www.rynoh.com • 877-467-9664
RynohLive is the only patented escrow
and financial management solution on
the market today and we exceed the
requirements for ALTA’s Best Practice Pillar #2. RynohLive conducts a daily
and automated 3-way reconciliation and an end-to-end auditing of escrow
accounts, and we work around the clock to identify anomalies, potential
fraud, and audit issues to minimize your exposure to loss. Our solution is
surprisingly inexpensive and we’ll save you time, money…and possibly
your business! Learn more at www.rynoh.com
Secure Cloud Systems, LLC
Booth 100
4740 Flintridge Drive, Suite 130
Colorado Springs, CO 80918
www.securecloudsystems.com • 719-323-6680
CertainSafe’s secure cloud systems Security-Storage-AccessibilitySystems-as-a-Service platform utilizes highly advanced, proprietary,
MicroTokenization™ and MicroEncryption™ to protect and safeguard
personal, corporate, private and other sensitive information and data. The
platform performs these tasks while permitting organizations to secure,
protect, analyze, share, and distribute mission critical information across
multiple platforms in a manner never before achievable. CertainSafe’s
architecture continues to grow and expand rapidly as a nimble technology.
CertainSafe is a Registered Trademark of Secure Cloud Systems, LLC.
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Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
Vendor Information
Technical Imaging Systems
Booth 109
610 East 40th St.
Vancouver, WA 98663
www.tisimaging.com • 503-546-0517
Technical Imaging Systems (T.I.S.) has been in the data and conversion
business since 1984 and is dedicated to giving our customers a product
that will make their business and operations run more efficiently, organized,
and secure. T.I.S. converts all types of film and paper media to quality,
easily accessed and maintained digital files. T.I.S. is also a provider of daily
electronic county land records serving title companies in both Oregon and
Washington.
SMS
Booth 102
200 Commerce
Irvine, CA 92602
www.firstamsms.com • 801-736-3181
From title production systems to trust accounting
and escheat services, SMS delivers a complete set
of solutions crafted to help you achieve a competitive
edge. Spanning the entire real estate closing process
our solutions seamlessly integrate front office tasks
with back office processes to make your life easier and your business
stronger. Visit us at www.firstamsms.com to learn more.
TIAC
7501 Wisconsin Avenue, Suite 1500
Bethesda, MD 20814-6522
www.alta.org/tiac/ • 800-628-5136
TIAC - The Title Industry Assurance Company is a
member owned, ALTA-endorsed insurance provider
designed to bring stability to a market long characterized
by dramatic swings in price and availability. TIAC offers
affordability that will be there for you now and in the
future.
SoftPro
Booth 302 & 304
4800 Falls of Neuse, Suite 400
Raleigh, NC 27609
www.softprocorp.com • 800-848-0143
SoftPro is the nation’s leading provider of title,
closing and escrow software. Offering an awardwinning suite of products designed to increase
volume and revenue, SoftPro delivers innovative
technologies to streamline the closing process.
SoftPro has been recognized by the American Business Awards every year
since 2007 – winning awards for superior customer service, support and
product development. To learn more about SoftPro, visit www.softprocorp.
com or call 800-848-0143.
Stewart
Booth 204 & 206
1980 Post Oak Blvd; Suite 710
Houston, TX 77056
www.stewart.com • 713-625-8022
Stewart is a customer-focused, global
title insurance and real estate services
company offering products and services
through our direct operations, network of approved agencies and other
companies within the Stewart family. Offering personalized service, industry
expertise and customized solutions for virtually any type of real estate
transaction, Stewart is the preferred real estate services provider. Visit Booth
#204/#206, stewart.com
Booth 409
TIPAC
ALTA Lounge
(Title Industry Political Action Committee)
1828 L Street NW, Suite 705
Washington, DC 20036
www.tipac.org • 202-296-3671
TIPAC is the voluntary, non-partisan Title Industry Political
Action Committee created by the American Land Title
Association (ALTA) to represent the interests of the title
industry in our nation’s political system. TIPAC is the most
effective tool our industry has to help elect and re-elect
Members of Congress who support the title industry and
understand our issues and values.
Title Action Network
ALTA Lounge
1828 L Street NW, Suite 705
Washington, DC 20036
www.titleactionnetwork.com • 202-296-3671
The Title Action Network (TAN) is an energized grassroots
network of land title industry professionals dedicated to
strengthening our industry’s voice in state capitals and in
Washington, DC. Your voice is the most powerful tool we
have to ensure state and federal legislators and regulators
understand the value of the land title industry. TAN
members receive brief and easy-to understand action alerts
on issues impacting you both locally and nationally. It’s easy and free to
become a TAN member!
Exhibitor Directory
Exhibitor Directory
Simplifile
Booth 202
4844 North 300 West, Suite 202
Provo, UT 84604
www.simplifile.com • 800-460-5657
Simplifile is the leading provider of
electronic recording services, having
securely e-recorded millions of land
record documents to date. Simplifile accelerates document recording and
provides a more efficient, convenient, and cost-effective recording option
for both counties and their submitters. Visit us online at simplifile.com or
call 800-460-5657 to learn more.
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Vendor Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
TSS Software
Booth 108
425 Fourth Street
Annapolis, MD 31403
www.iwantTSS.com • 443-321-5610
This year, TSS Software Corporation celebrates 20 years as an
independent technology solutions provider for the real estate title and
settlement services industry. The company was founded in 1993 and
its flagship solution, TitleExpress, is used by title industry professionals
nationwide. TSS offers both cloud services and desktop applications,
making our solutions compatible with all business models. To learn more
about our industry-leading solutions go to iwantTSS.com or call 443-3215600.
Windward Consulting | Software (ResWare)
Booth 217
1612 Shenandoah Drive
Waunakee, WI 53597
www.windwardrevolution.com • 608-850-5170
WINDWARD, the fastest-growing software and consulting company in your
industry, passionately markets, sells and implements ResWare™ software;
the industry-leading, unparalleled, proven and fully integrated software
solution. For more than a decade, many of your trusted peers have trusted
in WINDWARD to help align their business process flow with their goals,
through increasing production efficiency as much as 300%, transparency,
profitability, best practices and automation. Schedule a demo at www.
getareswaredemo.com.
Thursday October 17
Tickets for the following events are included in your
registration fee. Additional tickets may be purchased at
the on-site registration desk for non-registered guests.
Conference badge or ticket must be presented to attend.
Ice Breaker Reception & Opening of the Exhibit Showcase
Grand Ballroom 1 & 2
Wednesday, October 15 • 5:30 p.m. – 7:30 p.m.
Join us in the Exhibit Showcase
for cocktails and hors d’oeuvres
as we kick off the 2014 Annual
Convention. This is the perfect
chance to reunite with old friends
and welcome new attendees to the meeting. Take advantage of this
great networking opportunity and visit with leading title industry
vendors. Start the meeting off right by attending this informal
welcoming celebration.
Closing Reception & Banquet
Experience Music Project Museum
Saturday, October 18 • 6:00 p.m. – 10:00 p.m.
Let’s rock ‘n’ roll and close out the 2014 Annual Convention
with a bang! Dinner will be held at the Experience Music Project
(EMP) Museum in the heart of downtown Seattle. Located in
the shadow of the Space Needle, EMP is a one of a kind music
museum combining interactive and interpretive exhibits to tell the
story of the creative, innovative, and rebellious expressions that
define American music. EMP encourages visitors of all ages and
backgrounds to experience the power and joy of music in its many
forms. Please stop by the ALTA Registration desk for your special
guitar that will serve as your ticket to this event.
Please feel free to dress in your favorite music genre
(themed attire is optional).
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Ticketed Events Overview
Exhibitor Directory
TitleClose.com
Booth 317
901 S MO Pac Expy, Suite 270
Austin, TX 78746
www.titleclose.com • 678-640-1551
“TitleClose.com” is a web based, consumer friendly, open, informative
and transparent application for everyone – Consumers, Realtors, Lenders
– to shop for the latest products and services from title and settlement
providers across the nation.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
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General Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
NOTE: All tours require a minimum number of participants, see tour
description. Tours are subject to cancellation if minimums are not met.
Wednesday, October 15, 2014
Seattle Icons Tour
9:30 a.m. - 12:30 p.m.
Price: $75 pp
Enjoy an easy ride on Monorail to the Seattle Center where you can take in
the beautiful scenery of a park originally created for
the 1962 World’s Fair and what is now home to the
Space Needle and the new Chihuly Glass & Garden
Museum. Gaze out across the city from atop the
605 foot tall Space Needle Observation Deck that
features views of the Puget Sound, Mount Rainier,
the Cascade and Olympic mountain ranges. Explore
the work of Northwest glass artist, Dale Chihuly and
the surrounding gardens that feature impressive glass chandeliers, towers,
and a variety of unique installations.
Woodinville Wine Excursion
1:00 p.m. - 5:00 p.m.
Cost: $75 pp
In an intimate, relaxed setting, taste your way through two of Washington’s
most notable wineries, Chateau Ste. Michelle and
Novelty Hill l Januik in Woodinville. Washington
State’s oldest and most acclaimed winery, Chateau
Ste. Michelle, offers award winning wines and a
tasting experience second to none. and combines an
ongoing dedication to research with a commitment to
classic winemaking traditions. Uniting innovation with
tradition, Novelty Hill and family-owned Januik are two
independent wineries that share a tasting room and production facility.
General Information
Thursday, October 16, 2014
Flightseeing Tour1:30 p.m. - 3:30 p.m.
Cost: $190 pp
Experience Seattle like never before! Take a
20-minute scenic flight over one of the world’s
most beautiful cities by floatplane. Watch from
one thousand feet up as the vibrant city comes
to life while you fly over the bustling downtown
waterfront and Ballard locks, right past the
Space Needle and Experience Music Project. See hundreds of
sailboats, fly over Shilshole Bay, Lake Union, the University of
Washington, Lake Washington, Bellevue, Mercer Island, Mt. Rainier,
Snoqualmie Falls, and more!
“Behind the Scenes” Seattle Aquarium Tour
1:30 p.m. – 4:30 p.m.
Cost: $80.00 pp
See, touch and explore the Pacific Northwest’s
amazing underwater world at the Seattle Aquarium.
Newly expanded, the Seattle Aquarium boasts
many exciting features including new exhibits and
underwater mammals. Get face-to-fin with marine life
and discover the natural wonders of Puget Sound.
Friday, October 17, 2014
Woodinville Wine Excursion
1:00 p.m. - 5:00 p.m.
Cost: $75 pp
In an intimate, relaxed setting, taste your way through
two of Washington’s most notable wineries, Chateau
Ste. Michelle and Novelty Hill l Januik in Woodinville.
Washington State’s oldest and most acclaimed
winery, Chateau Ste. Michelle, offers award winning
wines and a tasting experience second to none. and
combines an ongoing dedication to research with
a commitment to classic winemaking traditions. Uniting innovation with
tradition, Novelty Hill and family-owned Januik are two independent wineries
that share a tasting room and production facility.
Saturday, October 18, 2014
Tastes of Pike Place Market Tour
1:15 p.m. - 4:15 p.m.
Cost: $75 pp
Eat your way through Seattle’s most celebrated culinary
landmark, Pike Place Market. Known for its exciting
sights, sounds, and aromas, this nine-acre historic district
is a vital part of Seattle’s social and economic fabric.
Established in 1907, it is the oldest continually-operating
farmers’ market in the United States. Experience some
of the most sought-after stops, enjoy local culinary
creations and interact with the eclectic community that frames the market.
53
Special Events and Tours
Special Events and Tours
Studies have shown that taking breaks can create
enhanced learning opportunities. We’ve arranged a number
of off-site tours for your pleasure. Be sure to participate in
at least one, if not more! All tours include transportation,
guide services, admissions, taxes, and gratuities.
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
54
General Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
ADA Accessibility/Accommodations:
Head Shot Station
ALTA is committed to ensuring that our convention is fully
accessible to all persons. If you have a specific dietary or
accessibility requirement, please contact Lauren Dollerschell at the
registration desk and every effort will be made to accommodate
your request. Help us accommodate you by letting us know of any
requirements in advance.
Need to revamp your social media
sites? Stop by the Head Shot Station to
get your professional photos taken!
ALTA Booth
Stop by between sessions and meet ALTA staff or rest your feet in
our lounge! You can update your company’s online directory listing
or renew your membership using the ALTA website. Non-members
are invited to stop by to learn about the benefits of ALTA.
ALTA Annual Convention Microsite
All of the information you need to know about the American Land
Title Association’s 2014 Annual Convention including schedules,
list of exhibitors, attendees and more. For more information please
visit the ALTA Social Media Help Desk located in the Grand Foyer.
Assistance
ALTA staff will be pleased to assist you in any way possible. Please
call upon the staff (identified by blue badges and ALTA shirts) if you
need help at any time.
Attire
General Information
Live streaming
We understand that not everyone from your office was able to join
us here in Seattle, but they don’t have to be left out! This year,
our general sessions will be broadcast live on http://livestream.
com/ALTAonline with integrated chat for discussion and Q&A
participation.
Print & Internet Kiosk
Located near the ALTA registration, internet & print kiosks will be
available throughout the Convention for your convenience. These
computers will have all of our Professional Development Session
handouts available for you to print on demand. These handouts will
become available on the ALTA web site following the Convention.
QR Codes
Look for the QR Code on the signs outside the professional
development rooms. By scanning the code with your smart device,
you can easily access each session’s materials.
Safety and Security
Average temperatures in Seattle at this time of year are a high
of 60°F and a low of 46°F, so it’s important you prepare for the
weather. All ALTA meetings are business casual.
Keep your valuables and personal belongings nearby throughout
the Convention. ALTA is not responsible for lost or stolen items
during, before, or after the Convention. Please visit the hotel
concierge if you have misplaced an item.
Badges
Smoking Policy
Please visit the ALTA registration desk upon arrival to obtain your
badge and other important information. Name badges must be
worn to all scheduled convention sessions and events. Badges may
be used in place of tickets for some Convention events. Please
make your nametag is visible at all times.
All ALTA meetings are smoke-free meetings. Smoking is prohibited
throughout The Westin. Please be courteous to fellow attendees
and other guests and follow The Westin smoking policy. Please
seek The Westin staff for designated smoking locations.
Charging Station
Have questions about social media?
Looking for new apps to try? Wondering
how to start a Twitter account? Join our pros at the Social Media Help
Desk during the open hours to have all your questions answered!
If you find your mobile device lacking
power, stop by the charging station for a
quick fix. There will be cords for all types
of devices.
Continuing Education/Continuing Legal Education
Each accredited session has its own sign-in sheet organized by
attendee last name. If you need CE or CLE credit, be sure to sign
up outside the specific session room.
Social Media Help Desk
Vendor Demo Sessions
ALTA Associate members represent the broad array of products and
service providers to the title industry. Vendor demo sessions will be
given Thursday from 7:45 a.m. – 8:45 a.m. and 12:45 p.m. –
1:45 p.m. Then again on Friday from 8:00 a.m. – 9:00 a.m.
55
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General Information
2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE
M EET I NGS . ALTA. ORG/ANNUAL • # ALTA1 4
General Information
Hart McKillop
Winter Haven, FL
Old Republic National Title Insurance Company
Tampa, FL
Robert C. Bates
Kansas City, MO
George E. Harbert
Rock Island, IL
Harold F. McLeran
Mt. Pleasant, IA
President-Elect
Diane Evans NTP
Oscar H. Beasley
Santa Ana, CA
Benj. J. Henley
San Francisco, CA
Malcolm S. Morris
Houston, TX
Roger N. Bell
Wichita, KS
James O. Hickman
San Diego, CA
Thomas G. Morton
San Francisco, CA
Mark A. Bilbrey
Minneapolis, MN
Richard H. Howlett
Malibu, CA
J.J. O’Dowd
Tucson, AZ
John D. Binkley
LaJolla, CA
Lloyd Hughes
Denver, CO
Hazel Parker
Los Angeles, CA
Joseph C. Bonita
Littleton, CO
Gerald L. Ippel
Los Angeles, CA
Laurence J. Ptak
Ft. Lauderdale, FL
C.H. Bonnin
Montclair, NJ
Harrison H. Jones
Louisville, KY
Jack Rattikin, Jr.
Ft. Worth, TX
James L. Boren, Jr.
Memphis, TN
Donald P. Kennedy
Santa Ana, CA
M.L.R. Ranneberger
Philadelphia, PA
Marvin C. Bowling, Jr.
Richmond, VA
Frank I. Kennedy
Detroit, MI
Arthur L. Reppert
Liberty, MO
Charles H. Buck
Baltimore, MD
Parker S. Kennedy
Santa Ana, CA
Alvin R. Robin
Tampa, FL
Joseph D. Burke
Philadelphia, PA
Joseph S. Knapp
Baltimore, MD
James W. Robinson
Miami, FL
Rogers, Townsend & Thomas, PC
Columbia, SC
John Cathey
Durant, OK
Ernest J. Loebbecke
Pasadena, CA
James G. Schmidt
Philadelphia, PA
Representative, Agents & Abstracters Section
Brian Pitman
Robert C. Dawson
Richmond, VA
Alvin W. Long
Flossmoor, IL
Clem H. Silvers
El Dorado, KS
Independence Title Company
Austin, TX
William H. Deatly
Los Angeles, CA
James R. Maher
Washington, DC
E. Gordon Smith
Dallas, TX
Representative, Underwriters Section
Steven G. Day
Cara L. Detring
Farmington, MO
William J. McAuliffe, Jr.
Bethesda, MD
Mortimer Smith
Berkeley, CA
Mary C. Feindt
Charlevoix, MI
C.J. McConville
Minneapolis, MN
J. Mack Tarpley
San Diego, CA
Fred B. Fromhold
Philadelphia, PA
Philip D. McCulloch
Dallas, TX
William Thurman
Austin, TX
George B. Garber
Laguna Niguele, CA
Morton McDonald
DeLand, FL
John W. Warren
Ponca City, OK
William Gill, Sr.
Oklahoma City, OK
Thomas S. McDonald
Sanford, FL
Lawrence Zerfing
Philadelphia, PA
Land Title Guarantee Co.
Denver, CO
Treasurer
Peter J. Birnbaum
Attorneys’ Title Guaranty Fund, Inc.
Chicago, IL
Chair, Finance Committee
William Burding Jr.
Orange Coast Title Company
Santa Ana, CA
Chair, Agents & Abstracters Section
Daniel D. Mennenoh
H.B. Wilkinson Title Company, Inc.
Galena, IL
Chair, Underwriter Section
John M. Hollenbeck
First American Title Insurance Company
Santa Ana, CA
Representative, Agents & Abstracters Section
Cynthia D. Blair
Fidelity National Title Group
Jacksonville, FL
Representative, Underwriters Section
Stewart Morris Jr.
Stewart Title Guaranty Company
Houston, TX
Immediate Past President
Frank Pellegrini
Prairie Title, Inc.
Oak Park, IL
Honorary Members
2013 - 2014 ALTA Board of Governors
Anne Anastasi, CLTP, NTP Paul W. Goodrich
Hatboro, PA
Chicago, IL
President
Rob Chapman
57
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General Information
1907 - 1908
1908 - 1909
1909 - 1910
1910 - 1911
1911 - 1912 1912 - 1913
1913 - 1914
1914 - 1915
1915 - 1916
1916 - 1917
1917 - 1918
1918 - 1919
1919 - 1920
1920 - 1921
1921 - 1922
1922 - 1923
1923 - 1924
1924 - 1925
1925 - 1926
1926 - 1927
1927 - 1928
1928 - 1929
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1930 - 1931
1931 - 1932
1932 - 1933
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1935 - 1936
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1951 - 1952
1952 - 1953
1953 - 1954
1954 - 1955
1955 - 1956
1956 - 1957 1957 - 1958 1958 - 1959
1959 - 1960
1960 - 1961
W.W. Skinner
A.T. Hastings
W.R. Taylor
Lee C. Gates
George Vaughn
John T. Kenney
M.P. Bouslog
H.L. Burgoyne
L.S. Booth
R.W. Boddinghouse T.M. Scott
James W. Mason
E.J. Carroll
Worrall Wilson
Will H. Pryor
Mark B. Brewer
George E. Wedthoff
Frederick P. Condit
Henry J. Fehrman J.W. Woodford
Walter M. Daly
Edward C. Wyckoff
Donzell Stoney Edwin H. Lindow
James S. Johns
Stuart O’Melveny
Arthur C. Marriott
Benjamin J. Henley
Henry R. Robins
McCune Gill
William Gill
Porter Bruck
Jack Rattikin
Charlton L. Hall
Charles H. Buck
E.B. Southworth
Thomas G. Morton
H. Laurie Smith
A.W. Suelzer
J.J. O’Dowd
Kenneth E. Rice
Frank I. Kennedy
Earl C. Glasson
Mortimer Smith
Joseph T. Meredith
Edward T. Dwyer
George E. Harbert
L.R. Zerfing
Morton McDonald
John D. Binkley
Harold McLeran
E.J. Loebbecke
Lloyd Hughes
George C. Rawlings
Chippewa Falls, WI
Spokane, WA
Kalamazoo, MI
Los Angeles, CA
Fayetteville, AR
Elkhorn, WI
Jackson, MS
Cincinnati, OH
Seattle, WA
Chicago, IL
Paris, TX
Atlanta, GA
Davenport, IA
Seattle, WA
Duluth, MN
Oklahoma City, OK
Bay City, MI
New York, NY
New York, NY
Seattle, WA
Portland, OR
Newark, NJ
San Francisco, CA
Detroit, MI
Pendleton, OR
Los Angeles, CA
Chicago, IL
San Francisco, CA
Philadelphia, PA
St. Louis, MO
Oklahoma City, OK
Phoenix, AZ
Fort Worth, TX
Seattle, WA
Baltimore, MD
Crown Point, IN
San Francisco, CA
Richmond, VA
Fort Wayne, IN
Tucson, AZ
Chicago, IL
Detroit, MI
Waterloo, IA
San Francisco, CA
Muncie, IN
Portland, OR
Rock Island, IL
Philadelphia, PA
DeLand, FL
Chicago, IL
Mt. Pleasant, IA
Los Angeles, CA
Denver, CO
Richmond, VA
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1961 - 1962
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1967- 1968
1968 - 1969
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1973 - 1974
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2002 - 2003
2003 - 2004
2004 - 2005
2005 - 2006
2006
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2007 - 2008
2008 - 2009 2009 - 2010
2010 - 2011
2011 - 2012
2012 - 2013
General Information
Arthur L. Reppert
William H. Deatley
Clem H. Silvers
Joseph S. Knapp, Jr.
Don B. Nichols
George B. Garber
Alvin R. Robin
Gordon M. Burlingame
Thomas J. Holstein
Alvin W. Long
John W. Warren
James O. Hickman
Robert C. Dawson
Robert J. Jay
Richard H. Howlett
Philip D. McCulloch
C.J. McConville
Roger N. Bell
Robert C. Bates
James L. Boren, Jr.
Fred B. Fromhold
Thomas S. McDonald
Donald P. Kennedy
Jack Rattikin, Jr.
Gerald L. Ippel
John R. Cathey
Marvin C. Bowling, Jr.
Charles O. Hon, III
Richard P. Toft
Bill Thurman Richard A. Cecchettini
Richard J. Oliver
Parker S. Kennedy
Mike C. Currier
Herbert Wender
Dan R. Wentzel
Malcolm S. Morris
Joseph M. Parker, Jr.
Charles H. Foster, Jr.
Cara L. Detring
Frank P. Willey
Stanley Friedlander
Charles J. Kovaleski
Mark A. Bilbrey
Rande K. Yeager
Michael F. Wille
Gregory M. Kosin
Gary L. Kermott
Mike Pryor
Mark E. Winter
Anne L. Anastasi, CLTP
Christopher Abbinante
Frank Pellegrini
Liberty, MO
New York, NY
El Dorado, KS
Baltimore, MD
Hillsboro, IL
Los Angeles, CA
Tampa, FL
Bryn Mawr, PA
La Crosse, WI
Chicago, IL
Newkirk, OK
Los Angeles, CA
Richmond, VA
Detroit, MI
Los Angeles, CA
Dallas, TX
Minneapolis, MN
Wichita, KS
Chicago, IL
Memphis, TN
Philadelphia, PA
Sanford, FL
Santa Ana, CA
Fort Worth, TX
Los Angeles, CA
Durant, OK
Richmond, VA
Chattanooga, TN
Chicago, IL
Austin, TX
Minneapolis, MN
Green Bay, WI
Santa Ana, CA
Carlsbad, NM
Philadelphia, PA
Walnut Creek, CA
Houston, TX
Winston-Salem, NC
Richmond, VA
Farmington, MO
Santa Ana, CA
Cleveland, OH
Orlando, FL
El Reno, OK
Minneapolis, MN
La Crosse, WI
Chicago, IL
Santa Ana, CA
Little Rock, AR
Washington, DC
Hatboro, PA
Jacksonville, FL
Oak Park, IL
59
ALTA Past Presidents
ALTA Past Presidents
1.
2.
3.
4.
5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50.
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2014 ALTA ANNUAL CONVENTION • THE WESTIN SEATTLE