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.
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In an environment influenced by overly simplistic narratives of title risk, it is essential to understand the true capabilities and limitations of title decision platforms designed to support the industry. Join Peter Bowman, architect of four title engines and co-founder and CEO of Flueid, along with Liz Lilly, Flueid’s CMO and head of industry advocacy efforts, in a discussion on how these platforms automate and expedite the title search and underwriting process. By examining the intersection of technology and industry expertise, Bowman will demonstrate how comprehensive risk guidelines and data integration reveal insurable risks. This session will clarify why simplistic views, such as those found in title waiver programs, may overlook potential risks, equipping attendees with practical insights to navigate these complexities effectively. Expect engaging real-world transaction examples to further enhance your understanding of title decision platforms.
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, TitleTech USA
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