Beyond Workflows: The Human Connections Behind Operational Wins
Each of us is one person managing multiple relationships, and each relationship has to be managed a bit differently. For example, Underwriter/Agent, Management/Staff, Competitors, Vendors, Board of Directors/Upper Management; Staff/Customers. Even within each segment, there are multiple relationships which may…
ALTA Best Practices: A Practical Guide for Small Agents
For many small title agencies, the ALTA Best Practices can feel overwhelming—especially when resources, staffing, and time are limited. This session is the introductory session for ALTA's Best Practices Boot Camp where the presenters will break down the 7 pillars…
Navigating the Waves of Change: Leadership Strategies That Work
Change is inevitable—but chaos doesn’t have to be. In this session, we’ll explore what change management really means, why it’s critical for organizational success, and how leaders can transform uncertainty into progress. You’ll learn practical strategies to guide your team…
ICYMI: The Residential Real Estate Rule (RRER) Took Effect on March 1 – Early Lessons
FinCEN’s Residential Real Estate Transfers Rule takes effect March 1, 2026—and title & escrow professionals are on the front lines of compliance. This course breaks down the rule’s intent, core requirements, and FinCEN’s rollout challenges, then dives into “news from…
Beyond the Hype: A Practical Playbook for AI in the Title Industry
AI-driven automation is reshaping the future of title and escrow. This session gives industry professionals a practical framework for deploying AI to streamline workflows and strengthen and secure operations. Attendees will gain insights into how emerging agentic AI is transforming…
From Stumped to Unstoppable: Mastering Realtor & Lender Objections with Scripts
In sales, objections aren’t a roadblock, they’re the reason salespeople exist. Mastering the art of handling objections is what separates top performers from the rest. In the title insurance industry, many sales professionals struggle with common objections from realtors and…
From Pilot to Purchase: A Framework for Vetting Title & Escrow Technology
In a market flooded with new tools promising speed, accuracy, and competitive advantage, title and escrow professionals face a growing challenge: how do you confidently choose the right technology—without risking compliance, security, or operational disruption? This session provides a practical,…
Preparing for the AI Era: Building the Foundation for Smarter Fraud Prevention
AI is rapidly transforming how industries detect and prevent financial crime—but how can title and settlement professionals take advantage of it when most organizations are still digitizing basic workflows? In this session, CertifID Co-Founder and Executive Chairman Tom Cronkright shares…