Schedule - ALTA Meetings

All times are shown in Eastern Time.
Times are subject to change.

Wed,
Mar 19
Thu,
Mar 20
Fri,
Mar 21
All
Days

8:00 am - 9:00 am

Committee & Work Group Breakfast

Commonwealth Pre-Function
9:00 am - 12:00 pm

Meeting Open to ALTA Members

Education Committee Meeting

Germantown
9:00 am - 12:00 pm

Education Committee Breakout #1

Commonwealth 7
9:00 am - 12:00 pm

Education Committee Breakout #2

Commonwealth 8
9:30 am - 10:30 am

Committee Members Only

Best Practices Executive Committee Meeting

Cherokee Triangle
10:00 am - 12:00 pm

Meeting Open to ALTA Members

Homeowner Outreach Program Work Group Meeting

Old Louisville
11:00 am - 12:00 pm

Meeting Open to ALTA Members

Best Practices Work Group Meeting

Cherokee Triangle
12:00 pm - 4:00 pm

Exhibitor Move-in

Commonwealth 1 - 4
12:00 pm - 1:00 pm

Committee & Work Group Lunch

Commonwealth Pre-Function
12:00 pm - 6:00 pm

Registration

2nd Floor Pre-Function
1:00 pm - 4:00 pm

Meeting Open to ALTA Members

Membership Committee Meeting

Germantown
1:00 pm - 4:00 pm

Membership Committee Breakout #1

Commonwealth 7
1:00 pm - 4:00 pm

Membership Committee Breakout #2

Commonwealth 8
1:00 pm - 4:00 pm

Meeting Open to ALTA Members

Talent Committee Meeting

Old Louisville
1:00 pm - 4:30 pm

Special Invitation

ALTA Leadership Development Kick-Off

Cherokee Triangle
4:00 pm - 5:00 pm

1st Time Attendee Orientation

Commonwealth Pre-Function
5:00 pm - 6:00 pm

Networking

Opening Reception

Commonwealth 1 - 4
8:00 pm - 10:00 pm

Separate Ticket

Sing, Dance and Howl with Good Deeds!

Howl at the Moon

Purchase Ticket
The spotlight is calling! Join us at Howl at the Moon for a night of unforgettable live entertainment, all in support of the ALTA Good Deeds Foundation.

Here’s what’s waiting for you:
- Nonstop energy as dueling pianists battle it out with your favorite hits.
- Your moment to shine—grab the mic for karaoke and wow the crowd!
- Delicious bites and drinks to fuel your fun.
Tickets are $75 in advance (price increases to $100 on March 1), with every penny going to support the Foundation. Make sure to get your tickets to the event separately; tickets are not included in the ALTA EDge registration.

Open to everyone aged 21 and over—IDs required.

7:00 am - 8:15 am

Networking

Breakfast & Vendor Networking

Commonwealth 1 - 4
7:00 am - 5:00 pm

Registration

2nd Floor Pre-Function
8:15 am - 10:00 am

CE
CLE

General Session

General Session: Market Trends & Purposeful Innovation

Commonwealth 5 - 8

Neda Navab

Rob Samuels

Diane Tomb

Richard H. Welshons MTP, NTP
Discover Market Trends

Neda Navab, President of Compass and one of real estate’s leading visionaries, will draw on her experience at the helm of one of the most innovative and successful real estate companies as she opens up the main stage at ALTA EDge this year. She will share her perspectives on:
- The current state of the real estate economy and its trajectory
- Emerging trends, across technology and innovation
- How title professionals can prepare for shifts in the market and adapt to stay ahead
Legacy Meets Innovation

Rob Samuels, the eighth-generation distiller behind the world-renowned Maker’s Mark bourbon, will then take to the stage to share the extraordinary story of one of the whiskey industry’s most iconic brands.

Samuels will reveal how his family’s multi-generational vision has balanced tradition with innovation, creating a legacy that has stood the test of time. Learn how Maker’s Mark has grown its business without losing its identity, all while embracing modern technology, sustainable practices and an infinite mindset of “purposeful innovation.”
- Neda Navab - President, Compass, Inc
- Rob Samuels - Whiskey Maker & Managing Director
- Diane Tomb - Chief Executive Officer, American Land Title Association
- Richard H. Welshons MTP, NTP - Twin Cities Manager, The Title Team and DCA Title
10:00 am - 6:00 pm

NCAA Viewing Lounge

Commonwealth 1 - 4

Your ultimate spot to catch all the action of the 1st round of March Madness sponsored by SoftPro!

Located in the heart of the exhibit hall, this cozy lounge offers a front-row seat to every thrilling play, buzzer-beater, and upset. Enjoy the delicious aroma of fresh popcorn popping throughout the day. Grab a snack, kick back, and cheer on your favorite teams in style. Whether you’re a die-hard fan or just here for the fun, there’s a seat waiting for you!
10:00 am - 10:30 am

Networking

Break

Commonwealth 1 - 4
10:30 am - 11:30 am

CE
CLE

Regulatory & Compliance

The Regulatory Environment Under the New Administration

Cherokee Triangle

Christopher Morton

Richard H. Welshons MTP, NTP
With a new Administration in Washington, we have seen significant shifts across various regulatory landscapes. Most recently, all activities by the CFPB have been paused, halting new rulemaking, enforcement actions, and investigations. Join this session as our experts discuss what they’re seeing at the federal level, and how these moves will impact the title and settlement industry.
- Christopher Morton - Senior Vice President of Public Affairs & Chief Advocacy Officer, American Land Title Association
- Richard H. Welshons MTP, NTP - Twin Cities Manager, The Title Team and DCA Title
10:30 am - 11:30 am

Technology Trends

Shop the Exhibit Hall Like a Pro: Finding the Right Solutions for Your Business

Old Louisville

Toni Carroll NTP

Andrea Somers
With so many vendors in the exhibit hall, how do you make the most of your time and ensure you’re finding the right solutions for your business? This session will provide a strategic approach to navigating the exhibit hall with confidence and purpose.

We’ll cover:
- How to identify your business needs before stepping onto the floor
- How to research vendors ahead of time using conference apps or exhibitor lists
- Key questions to ask vendors to ensure they align with your goals
- Best practices for organizing your takeaways and scheduling follow-up meetings
- Tips for vetting and evaluating potential partners
- Best practices for the RFP process to secure the right fit
- Ongoing vendor management strategies for long-term success
Whether you’re looking for a new tech solution or simply exploring innovations, this session will equip you with the tools to make informed decisions and maximize your exhibit hall experience.
- Toni Carroll NTP - VP, Fiduciary Banking, Capital Bank, NA
- Andrea Somers - Operations Manager, Florida Agency Network
10:30 am - 11:30 am

Business Operations

Lights, Camera, Leadership: Lessons from Pop Culture & Real Life

Germantown

Wayne M. Stanley
Leadership lessons are everywhere—on the big screen, in our favorite TV shows, and in the real-world challenges we face every day. Join us to discuss what pop culture gets right (and wrong) about leadership and how those lessons apply to our industry and our real life. Walk away with fresh insights and a renewed perspective on what it truly means to lead.
- Wayne M. Stanley - President & CEO, Bowe Digital
11:30 am - 1:00 pm

Networking

Lunch

Commonwealth 1 - 4
11:45 am - 12:45 pm

Special Topic Room: How to Save Money and Increase Efficiency with Strong Bank Partnerships

Commonwealth 7

Your banking relationship can be a powerful asset—offering opportunities to unlock cost savings, improve operational efficiencies, and bolster your business during market downturns. But not all banks are equipped to deliver value to all the industries they serve beyond processing transactions. As vertical banking products emerge across industries, banks are increasingly tailoring solutions to meet the specific needs of title & escrow companies. This session will break down the rise of vertical banking and explore practical strategies for evaluating banking partners to ensure they provide the integrations, services, and financial benefits that matter most to your bottom line.
11:45 am - 12:45 pm

Special Topic Room: Get Your Competitive EDge: Free Marketing Materials at Your Fingertips

Commonwealth 6

Did you know ALTA has ready-made marketing materials for you? No need to spend time or money creating content—everything is designed to help you reach and educate your clients and consumers. Just download, customize, and start promoting your business today.

Join us on Thursday to learn how you can utilize ALTA’s marketing materials to gain a larger market share for your business.
11:45 am - 12:45 pm

Special Topic Room: Protecting Homeowners in 2025: Defend Against Wire Fraud and Win New Business

Commonwealth 8

Nick Lock

Luis Palomares
Tech Stack Bake Off: How to Evaluate Fraud Protection Options
Industry interest in wire fraud protection is growing. You have more options than ever to protect yourself and your customers. How do you choose the right solutions for what you’ll need not only for today but into the future? In this session, Luis Palomares and Nick Lock will share the key product categories to consider, discuss tech trends to factor into your decision-making, and demonstrate some current + future technologies that can prepare you for the future of fraud. Join us for fresh cookies and fresh ideas in this exclusive session for ALTA EDge!

Luis Palomares, Director of Product Management, CertifID
Nick Lock, Senior Account Executive, CertifID
- Nick Lock
- Luis Palomares - Director of Product, CertifID
1:00 pm - 2:00 pm

CE
CLE

Regulatory & Compliance

ALTA Best Practices: Staying Current with the Updates and Expected Changes

Cherokee Triangle

Craig Haskins

Cheri Hipenbecker
Join members of the Best Practices Executive Committee as they review the current version of the ALTA Best Practices standards and provide a review of potential changes that the committee is considering. This session is a must-attend for anyone to understand how to stay up to date with the latest changes in Best Practices and address challenges in the marketplace.
- Craig Haskins - CEO and President, Knight Barry Title, Inc.
- Cheri Hipenbecker - General Counsel, Knight Barry Title, Inc.
1:00 pm - 2:00 pm

CE
CLE

Technology Trends

AI Unlocked: Practical Applications for the Title Industry and Your Business

Old Louisville

Charlotte Brown

Shawn Fox

Vishrut Malhotra

Keith Wellman
Artificial Intelligence is transforming industries, and the title industry is no exception. In this session, we’ll explore how AI is streamlining operations and workflow, improving efficiency, and enhancing customer experiences. Whether you’re new to AI or looking for advanced strategies, this session will provide real-world, practical use cases and actionable insights to help you implement AI into your daily operations.
- Charlotte Brown - Vice President of Product and Design, Qualia
- Shawn Fox - Chief Revenue Officer, Premier One Data Systems, Inc.
- Vishrut Malhotra
- Keith Wellman - VP of Sales, Alanna.ai
1:00 pm - 2:00 pm

CE
CLE

Business Operations

Leveraging Your Underwriter Relationships

Germantown

Liz Halabu Casselman Esq., CLTP, NTP

Wesley R Parkinson
This session will provide strategies and ideas for title agents to leverage their relationships with their underwriters to maximize profitability and efficiency.
- Liz Halabu Casselman Esq., CLTP, NTP - Chief Operating Officer, Birmingham Title Agency
- Wesley R Parkinson - MI Agency State Manager, Westcor Land Title Insurance Company
2:00 pm - 2:30 pm

Networking

Break

Commonwealth 1 - 4
2:30 pm - 3:30 pm

CE
CLE

Regulatory & Compliance

Payment Types for Real Estate Transactions

Cherokee Triangle

Michael O'Neal
Good funds laws play a crucial role in maintaining the integrity and security of real estate transactions. This session will provide a comprehensive overview of good funds requirements, including acceptable payment methods, state-specific regulations, and best practices for ensuring compliance. Participants will learn how these laws help prevent fraud, reduce transaction risks, and protect all parties involved in the closing process. This session will also cover ALTA’s model bill to expressly allow for the use of new payment rails, including Real Time Payments (RTP) and FedNow. Understand how your state land title association can advocate for use of these payment rails and the underlying technology to help increase security in funds transfer.
- Michael O'Neal - Vice President-Corp Underwriting, First American Title Insurance Co
2:30 pm - 3:30 pm

CE
CLE

Technology Trends

From Fear to Growth: A New Take on Wire Fraud

Old Louisville

Julia Reyburn
Tired of wire fraud headaches? Flip the script! This isn’t just another doom-and-gloom session—we’re turning the threat of fraud into a competitive weapon. Discover the surprising ways a robust fraud prevention strategy can boost your bottom line, going beyond basic protection to become a powerful differentiator. We’ll dissect the latest fraud tactics, explore how prevention aligns with your core business needs, and then dive into a hands-on workshop where you’ll craft a plan to leverage this expertise for growth.
- Julia Reyburn - Consultant, J Reyburn and Co Ltd
2:30 pm - 3:30 pm

Business Operations

Train to Retain

Germantown

Sandi Donaldson

Janis Gaines
This session will deliver a practical overview for title agents and settlement executives on the realities of recruiting, hiring, training and retaining in the title industry.
- Sandi Donaldson - Lead Educator, Real Estate Closing Path
- Janis Gaines - Executive Director, Real Estate Closing Path
3:30 pm - 4:00 pm

Networking

Break

Commonwealth 1 - 4
4:00 pm - 5:00 pm

CE
CLE

Regulatory & Compliance

FIRPTA for Settlement Agents

Cherokee Triangle

Marc Enzi
FIRPTA made easy! This session will provide settlement agents with a clear roadmap for navigating FIRPTA, ensuring smooth closings, and avoiding costly mistakes. Learn to identify foreign sellers, handle withholding, and keep your clients happy.
- Marc Enzi - Director , Tax Solutions – FIRPTA Consulting
4:00 pm - 5:00 pm

CE
CLE

Technology Trends

Cybersecurity in the Title Industry: Protecting Data, Transactions, and Trust

Old Louisville

Genady Vishnevetsky

Andy White
As cyber threats continue to evolve, the title industry remains a prime target for fraud, phishing, and data breaches. In this session, we’ll explore the latest cybersecurity challenges and best practices to protect sensitive information, secure transactions, and maintain client trust. Learn how to identify risks, implement effective security measures, and create a culture of cyber awareness within your organization. Whether you’re an industry veteran or new to cybersecurity, this session will equip you with the knowledge and tools needed to safeguard your business against digital threats.
- Genady Vishnevetsky - Chief Info Security Officer, Stewart Title Guaranty Company
- Andy White - CEO, Closinglock
4:00 pm - 5:00 pm

CE
CLE

Business Operations

Maintain a Risk Based Strategy

Germantown

Rebecca Mees (Adams)

Candi J. Slobodnik KTP, MTP, NTP
This course will discuss how to maintain a risk-based strategy no matter if you work primarily in sales, underwriting, operations or other areas in title. We will dive into how risk affects your day-to-day life, whether work or personal, and what risk-based decision making looks like. Attendees will walk away with a strong understanding of risk-based decisions and how to adopt a risk-based strategy in their own role.
- Rebecca Mees (Adams) - Underwriting Counsel, Essent Title Insurance, Inc.
- Candi J. Slobodnik KTP, MTP, NTP - Central States Regional Manager / Underwriting Counsel
5:00 pm - 6:00 pm

Networking

Happy Hour

Commonwealth 1 - 4
8:00 pm - 10:00 pm

Separate Ticket

TIPAC Event

Patrick O'Sheas

Please contact Kevin Cameron at [email protected] for more information.

7:30 am - 9:00 am

Technology Demo Session with Razi Exchange

Commonwealth 8
7:30 am - 9:00 am

Technology Demo Session with Qualia

Cherokee Triangle

Spend time with Qualia experts as they showcase the latest features and functionality in our cloud-based platform, Qualia Core. See how Core enhances productivity, streamlines workflows, and elevates the closing experience.
7:30 am - 9:00 am

Breakfast

Commonwealth Pre-Function
7:30 am - 12:00 pm

Registration

2nd Floor Pre-Function
7:30 am - 9:00 am

Technology Demo Session with Proof

Commonwealth 7
7:30 am - 9:00 am

Technology Demo Session with ClosingLock

Germantown
- How Modern Technology Transforms Title Workflows
- Innovative Solutions in Action: A Product Demonstration
  
  See our tools in action, exploring real-time solutions for the secure exchange of funds and information.
- Future Vision & Strategic Roadmap: Roadmap Overview
  
  A preview of upcoming features and enhancements designed to drive growth and streamline workflows.
- Interactive Q&A and Feedback
  
  Open floor for questions, insights, and feedback on the current product and future direction.
8:15 am - 9:00 am

Technology Demo Session with Pythonic

Old Louisville

Unlock the Power of AI in Title & Escrow. Pythonic Corporation is redefining document processing for the title industry with cutting-edge AI. Imagine a virtual Army of Interns working 24/7 to streamline new order entry, CD processing, document package automation, and more. Join our session to see how AI can automate tedious workflows, eliminate manual data entry, and accelerate your operations. Don’t get left behind—discover how title professionals who embrace AI are outpacing the competition.
9:00 am - 9:30 am

Networking

Break

Commonwealth Pre-Function
9:30 am - 10:30 am

CE
CLE

Regulatory & Compliance

FinCEN’s RRERs: Planning for the Effect on Your Business

Cherokee Triangle

Elizabeth J Wysong Berg ITP, NTP
FinCEN’s reporting requirement for the Residential Real Estate Reporting forms is December 1, 2025, but there is a lot to do before then. Join Elizabeth Berg as she walks through with you the various effects this rule will have on your business. There will be handouts and calendars to help you think through what you need to do so your team can begin preparations for this rule.
- Elizabeth J Wysong Berg ITP, NTP - VP for Education and Training, FNF Family of Companies
9:30 am - 10:30 am

Technology Trends

Balancing Technology to Deepen Relationships and Build Business

Old Louisville

Jay Roberts
As modern technology takes on the tedious and redundant tasks of title production, we find ourselves with a newfound resource: time. But true progress isn’t just about automation—it’s about balance. Are we using this reclaimed time to strengthen the human connections that define our business? Technology, when leveraged wisely, doesn’t replace the human touch; it enhances it. By shifting our focus from routine processes to meaningful engagement, we can cultivate deeper relationships, build trust, and create more value for clients and partners. This session explores how title agents and owners can harmonize technology and human interaction to foster stronger networks and sustainable growth.
- Jay Roberts - Chief Technology Officer, Florida Agency Network
9:30 am - 10:30 am

Business Operations

Succession Readiness: Is Your Team Ready?

Germantown

Kathy J. Kwak

Terri Lawson
Succession planning can take many different forms, whether it is planning for company growth, acquisitions, loss of employees through natural or voluntary attrition or planned reduction in force. Terri Lawson and Kathy Kwak will lead an open discussion on Succession Readiness in order to ensure smooth leadership transitions, prevent disruptions when key employees leave and identifying and developing future leaders. This will be an interactive session, and we welcome input from all attendees.
- Kathy J. Kwak - Chief Operating Officer, Proper Title
- Terri Lawson - COO, Meridian Title Corporation
10:30 am - 11:00 am

Networking

Break

Commonwealth Pre-Function
11:00 am - 12:00 pm

Regulatory & Compliance

Be an Advocate

Cherokee Triangle

John Williams
Advocacy plays a vital role in shaping the policies and regulations that impact the title industry. In this session, we’ll explore how title professionals can engage with legislators, participate in industry advocacy efforts, and influence decisions that protect property rights and ensure a strong real estate market. Learn effective strategies for building relationships with policymakers, staying informed on legislative issues, and using your voice to make a difference at the state and federal levels. Whether you’re new to advocacy or looking to enhance your efforts, this session will equip you with the tools to be a powerful advocate for the title industry.
- John Williams - CEO, Bluegrass Land Title, LLC
11:00 am - 12:00 pm

CE
CLE

Technology Trends

The Evolution of Fraud: Staying Ahead of Digital Threats in Real Estate

Old Louisville

Eddie Oddo NTP

Luis Palomares
Fraudsters now use AI, deep fakes, and enhanced social engineering to target real estate transactions. Title and settlement professionals must adopt proactive fraud prevention strategies to protect their companies, title insurers, and customers.
- Eddie Oddo NTP - VP, Real Estate GTM, Proof
- Luis Palomares - Director of Product, CertifID
11:00 am - 12:00 pm

CE
CLE

Business Operations

When Disaster Strikes: A Practical Guide to Keeping Your Title Business Running

Germantown

Brieann McDaniel

Kay L Underwood-Zach
When disaster strikes, will your title company be ready? Join Kay and Brie for an interactive session on creating and implementing a practical disaster recovery plan. Through real-world examples and step-by-step guidance, learn how to maintain operations during system outages, protect critical data, and ensure business continuity. You’ll leave with actionable strategies for securing your systems, preserving essential documents, and maintaining financial operations during any disruption. This session is perfect for professionals seeking to protect their businesses while meeting ALTA Best Practices guidelines.
- Brieann McDaniel - Owner, Title Insurance Consultants, LLC
- Kay L Underwood-Zach - Owner, Title Insurance Consultants, LLC