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2410 Attorney Loan Officer Conference

26th July - 2nd August 2017   (GMT-04:00) America/New_York

The Attorney/Loan Officer Conference presented by the Real Property Probate and Trust Law Section of the Florida Bar is modeled after the very popular Attorney/Trust Officer Conference. The Conference is designed to educate and provide networking opportunities for both attorneys representing lenders and developers and commercial loan officers. 

The morning session of the Conference will feature a panel of lawyers and commercial lenders speaking on various topics of mutual interest. The afternoon session will be more interactive. Attorneys and lenders will host roundtables and will facilitate discussions with participants on various subject matters-such as risk management and constructing lending issues.

 

CLE CREDITS
Course Level: Intermediate

CLER PROGRAM
(Max Credit: 7.0 hours)
General: 7.0 hours
Ethics: 0.0 hours
Technology: 1.5 hours

 

CERTIFICATION:
(Max Credit: 7.0 hours)
Real Estate: 7.0 hours
 

Thank you to our Platinum Sponsor

Valley Sponsor Link

Gold Sponsor:

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Silver Sponsor:

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Bronze Sponsor:
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Overflow Hotel Information:

Hilton West Palm Beach
Room Rate: $205
Room Block Link:https://aws.passkey.com/gt/212377258?gtid=c2fb64f5e7718e07468df34e25e76c4a

Hyatt Place West Palm Beach/Downtown
Room Rate: $105
Room Block Link:https://westpalmbeach.place.hyatt.com/en/hotel/home.html?corp_id=G-FBAR/

 

Interested in becoming an event sponsor? Click HERE for more information. Questions regarding sponsorship can be sent to Wilhelmina Kightlinger at WKightlinger@OldRepublicTitle.com.

 

SPECIAL THANKS TO these individuals for their dedicated service to the conference:  Drew O'Malley, Wilhelmina Kightlinger, Kristopher Fernandez, Robert Stern, Ashley McRae, James Bush and Jacquelyn McIntosh.

Venue

Agenda

Wednesday, July 26, 2017

8:00 a.m. - 9:00 a.m.
Registration & Breakfast

9:00 a.m. - 9:10 a.m.
Welcome & Introductions

9:10 a.m. - 9:50 a.m.
Electronic Issues Involving Loan Documentation and Real Estate Closings
Wilhelmina F. Kightlinger, Esq. and Brian Webster of Wells Fargo Bank

9:50 a.m. - 10:30 a.m.
Lessons Learned from the Great Recession (doc prep, underwriting, credit and title)
Ed Foster, Esq., Gary Whitlock, Esq.

10:30 a.m. - 10:40 a.m.
Break

10:40 a.m. – 11:20 a.m.
What you Wish your Attorney Knew, but Doesn’t; What you Wish your Loan Officer Knew, but Doesn’t (Potpourri)
Salome Zikakis, Esq. and Jim Bush, of Valley National Bank

11:20 a.m. - 12:00 p.m.

Title Problems and Solutions
Raul Perez Ballaga, Esq., Lane Atkins, Esq. 
Tom Wallace, Centennial Bank

 

12:00 p.m. - 1:00 p.m.
Luncheon

1:00 p.m. - 4:00 p.m.

Breakout Sessions- 30 minutes per table

Table 1
Construction Lending Issues 
Host: Jennifer Bales Drake, Esq. and Scott Primeau of Wells Fargo Bank

Table 2
Subject: Foreign Investments in Florida real estate (i.e. FinCen, FIRPTA, EB-5)
Host: Mike Bedke, Esq. and Dilip Patel. Esq.

Table 3
Risk Management and Insurance Topics
Host: W. Cary Wright, Esq. and Jonathan R. Lyon

Table 4
Latest Fraud Schemes
Host: Raul Perez Ballaga, Esq., Lane Atkins, Esq. and Ann Inesedy, First Citizens Bank

Table 5
Opinion Letters; What Lender’s Want and What Attorneys are Willing to Give
Host: Kenneth “Kip” Thornton, Esq., David R. Brittain, Esq. 

Table 6
Estoppel Letters and Due Diligence from a Lender’s Perspective
Host: Robert Stern, Esq. and Kevin R. Shukur, BBVA Compass Bank

4:00 p.m. - 5:00 p.m.
Happy Hour Reception/Networking

Speakers

Sponsors