All times are shown in Mountain Time.
Times are subject to change.
Monday, January 27
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This discussion will include information on 1099 process improvements and ways to avoid the dreaded fine and repetitive appeal process, as well as FinCEN updates on recent BOI ruling in Texas and learning what others have implemented.
- Brent J. Laliberte NTP - President, Bayou Title, Inc.
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Hear what others have been saying since August’s change to commission structure, as well as forms and processes being used.
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Follow-up to the conversation at the Agents Section meeting at ALTA ONE to include items such as tracking orders, expenses, and efficiency ratios to make sure your company has a grip on financials sooner than other most agents.
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Groups include: Income metrics, expense metrics, and metrics to use for M&A transactions.
Tuesday, January 28
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Discussion includes: sales and marketing, 1031 exchanges and how they help drive commercial revenue, joint ventures, sweep accounts, and more.
- Liz Halabu Casselman Esq., CLTP, NTP - Chief Operating Officer, Birmingham Title Agency
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Topics include: AI uses, security updates, and more.
- Cody Johnson - EVP, Director of Business Development, Apex Title & Closing Services
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