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…
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…
Title professionals often assume automation requires major system changes, but meaningful improvements can start with simple, practical steps. In this session, we will show how title agents and underwriters of any size can use data intelligence, workflow structure, and smarter…
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…
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…
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…
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…
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,…
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…