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Preliminary Program 

Register Today  CLE Status



March 25, 2019


10:00 a.m. - 3:00 p.m.
Board Meeting

(Open to Board Members Only)


5:30 p.m. - 7:00 p.m.
Attendee Appreciation Welcome Reception



March 26, 2019


7:30 a.m. - 9:00 a.m.


9:15 a.m. - 10:30 a.m.
Opening General Session
Leading by Example and Through Accountability


Gino Blefari, CEO, HomeServices of America®


On January 16, 2019, HomeServices of America®, the nation’s largest, full-service residential brokerage firm and Berkshire Hathaway Inc. affiliate, appointed Gino Blefari, former CEO of HSF Affiliates, as CEO of the company. Blefari began his real estate career more than 30 years ago and founded Silicon Valley-based Intero Real Estate Services, which HomeServices of America acquired in 2014. He was named President and CEO of HSF Affiliates, the HomeServices’ subsidiary operating the Berkshire Hathaway HomeServices and Real Living franchise networks, in 2015. Under his leadership, HSF Affiliates grew to the 4th largest real estate franchisor with nearly 52,000 agents operating from 1,600 offices across 47 states and accounting in $110 billion in annual sales. In 2018, Blefari led Berkshire Hathaway HomeServices’ global expansion to include leading brokerage companies based in Berlin, London and Milan. A passionate advocate of real estate coaching, Blefari has been recognized as a Mentor of the Year by Buffini & Company and Executive of the Year for Leadership & Contribution to the Real Estate Industry by the Tom Ferry organization. He has also been inducted into the Mike Ferry Organization Leadership Hall of Fame and ranked #14 on the 2019 Swanepoel Power 200 list.



10:30 a.m. - 10:45 a.m.

Coffee with HomeServices


10:45 a.m. - 11:45 a.m.
Breakout Sessions


Wire Fraud Prevention for 2019 - Common Sense Solutions to Keep Your Customers Funds Going to Their Transactions (and Not Overseas)
The real estate industry lost more than $56 million in 2017 due to internet crime, and those losses are likely to keep growing until the entire industry begins to take steps to prevent fraudsters from stealing funds intended for U.S. real estate transactions. In this seminar, three industry experts, from Fidelity National Title Group and CATIC, will discuss the ways fraudsters target real estate transactions and steal funds. The focus then turns ways agents and their business partners can reduce the risk of wire diversion and related email compromise. In conclusion, the presenters will summarize the actions recommended when a person becomes a victim of these criminals.



Engaging the Entire Team to Achieve Your Goals and Avoiding Common Pitfalls in Your Sales Process
How to Manage Your Team for Optimal Results. This will explore the topic of sales gone wrong and missed opportunities.

  • Jenny Isgett, Vice President, National Account Executive, Old Republic National Title
  • John Clark, Vice President, Sales Training Manager, Old Republic National Title
  • John Voso, Director, National Business Development, Old Republic National Title


Recent Court Decisions and Enforcement Actions of Note Involving Settlement Service Providers
Panelists at this session will discuss recent court decisions and enforcement actions involving settlement service providers and the potential impact of those decisions and actions on the industry.


12:00 a.m. - 1:15 p.m.
Networking Luncheon

The Future of Real Estate


  • Jessica Lautz, Vice President of Demographics and Behavioral Insights, National Association of REALTORS®


1:30 p.m. - 5:00 p.m.
Breakout Sessions


1:30 p.m. – 2:30 p.m.
Bureau Constitutionality and RESPA Enforcement Trends
With a new Bureau Director in place, RESPRO26 is a great time to take the temperature of the Bureau's RESPA enforcement and interpretation in 2019. Meanwhile, at least 3 Circuit courts have raised questions regarding the Constitutionality of the Bureau's structure and this panel will provide an update on those challenges and possible impact to industry providers.


Operating a Successful JV & Advertising Agreement
This session will discuss (1) working with marketing/partners/LO's in creating more business; (2) staying compliant with RESPA; (3) making a profit; and (4) builder joint ventures

  • Jim Miller, Senior Vice President & Chief Operating Officer, TowneBank Mortgage
  • Andrina Valdes, Executive Sales Leader & CMO-Mortgage Finance, Cornerstone Home Lending, Inc.
  • Holly Bunting, Esq., Partner, Mayer Brown


You Don't Need to Advertise a Good Party
As soon as a customer can go around you and your business to complete a transaction, they absolutely will. Today we're constantly besieged by headlines about innovation and a tightening economy, so amidst all of this change, how do you stay at the center of the transaction and grow your businesses?  In this talk I'll outline 3 things that you should be doing to embrace innovation, deliver an exceptional customer experience and ultimately grow your business.  Also, here is my 1-Minute Keynote Sizzle Reel: https://www.youtube.com/watch?v=HTkijIS-m0s


2:45 p.m. - 3:45 p.m.

What People Are Not Talking About in Compliance But Should

Many contemporary compliance issues are the subject of articles, blog posts and sessions here at RESPRO.  Other compliance issues, however, are not garnering proper attention, but are important to many settlement service providers and carry compliance obligations and risk.  In this session, you will hear about developments concerning information included in credit reports and credit score models;  novel FCRA claims and class actions; the latest changes in HMDA requirements, how best to use ESIGN and traps for the unwary, and data collection issues, including how black box underwriting is in some quarters raising ethical and/or potential fair housing issues.  Don’t miss hearing about these issues and tomorrow’s potential headlines.


Blockchain and Its Role in Real Estate
Most real estate blockchain presentations are inundated with the minutiae of how exactly blockchain works rather than providing a more practical explanation of how the technology can be applied to the real estate industry to achieve tangible benefits. SafeChain executives are available to explain how blockchain is a tool for title agents, building upon the existing title industry infrastructure to augment, not replace, the expertise of the title agent. Rather than leaving with a headache from trying to understand the ins and outs of the technology, audience members gain an understanding of how blockchain can enhance the level of integrity and security of the real estate transaction, including its applications in preventing wire transfer fraud and decreasing the cost of title search.


Establishing More Productive Strategic Relationships And Countering Margin Compression

Most Sessions dwell on legal and regulatory requirements.  This Session will deal with practical issues, hurdles and concerns, that arise with strategic relationships, which must be properly addressed.  Panelists will also explore opportunities for using these relationships as a catalyst for creating a more collaborative, efficient, effective and compliant process to differentiate settlement providers, decrease costs, drive more volume and increase margins.


4:00 p.m. - 5:00 p.m.
Something Old (MSA's), Something New (Lead Sharing/Internet Co-marketing), Want to Generate More Business, Try RESPA 8(c)(2)!
RESPA's Section 8(c)(2) harbor is safe. Learn how to navigate the waters to safely generate business using MSAs, working with lead generators and engaging in co-marketing. The panelists will address RESPA, disclosure, licensing, UDAP and more.


TRID 2.0: The Lookback and Exam Issues
A look at lingering issues from TRID 2.0, what to expect and how to respond to the Bureau's 2.0 five-year lookback under Dodd-Frank, and issues that have been cited in regulatory examinations.


Remote Online Notarization
This session offers  an in depth discussion of industry professionals discussing Remote Online Notarization (RON) transactions. Including the background of how RON came to the forefront of the industry, current regulatory landscape and practical implementation on what it means to you in the real estate industry. Panelists bring a breadth of knowledge from technical to legal to operational backgrounds and will bring viewpoints from their unique and varied experiences of RON.


5:30 p.m. - 6:30 p.m.
PAC Reception



March 27, 2019


7:30 a.m. - 8:30 a.m.


Breakout Sessions

8:45 a.m. - 9:45 a.m.

State Initiatives in RESPA Enforcement
There’s only ONE Bureau but there are 50 states! Come hear the scariest stories on the RESPA front coming from the states. AGs, insurance commissioners, mortgage regulators and legislatures are joining in the RESPA fray. Learn the hot buttons and how to stay out of the hot seat!


Using Procedural Defenses To Vanquish RESPA Claims: Baehr v. The Creig Northrop Team, a Case Study 
Jay Varon & Jennifer Keas of Foley & Lardner LLP will report on their long-running RESPA class action challenge to a marketing agreement and how the defense team was able to obtain dismissal of the case on summary judgment.  Hear about the operative theories, the history of the case, and how the defense team focused the depositions of the named plaintiffs on the developing procedural issues to convince the trial court to dismiss the case for lack of standing and untimeliness, without reaching the merits of plaintiffs’ RESPA claims.  This session will also address broader class action and enforcement trends, and what you can do to minimize your risk and improve your position if you are faced with a challenge


Whither the Bureau: State UDAAP, Regulatory and Private Sector Compliance Issues, Activities and Requirements
This session will review the present and recent state activity and anticipated future actions.  How the states are interpreting UDAAP.  Private sector compliance expectations and class actions. 


10:00 a.m. - 11:00 a.m.
Are You Really Different From The Competition?
This session will discuss: (1) define the cost of engagement and activating the genius in the room.; (2) using your current employees and agents to design the future; (3) stats on best in class companies that have captured the hearts of their employees; and (4) show simple action item list to energize your base. You will leave this session with actionable ways to enhance and invigorate your staff and agents. Retain, multiply and recruit with intention to continuously evolve in the changing world of customer service.

  • Tracy Berger, Senior Vice President, National Sales First American Warranty
  • Lynette Hale-Lee, Vice President & Regional Sales Manager, Wintrust Mortgage


“So You Want to Form a Joint Venture” — Licensing Strategies for Successful JVs
Recent changes in regulatory supervision practices have once again made Joint Ventures an attractive idea to many companies. Learn about the rules of the road that still come into play with this model despite these recent positive changes. This session will address and identify various licensing hurdles associated with launching a Joint Venture in the mortgage field, and will provide strategies and practical licensing tips to not only trouble shoot gating issues, but also improve efficiency and approval times.


Why Technology Is The Key Differentiator Realtors Should Prioritize In 2019
With low inventory of homes and the high expectations of today's buyers, every client matters. And over two-thirds home buyers, especially those purchasing their first home, want the guidance and expertise of real estate and mortgage professionals throughout the process, they also want a process that's simple, tech-enabled, and aligned with how they manage the rest of their financial lives. 

Learn how technology is helping drive efficiency and fill gaps throughout the home purchase process. The speakers  will also share tips on how realtors, mortgage loan officers, and borrowers can collaborate for a better experience across the board.

  • Hayden Colbert, Product Manager, Blend
  • Maya Koyfman, Compliance Counsel, Blend


11:15 a.m. - 12:15 p.m.
Closing General Session

Business E-mail Compromise

  • Vineet S. Gill, Assistant Section Chief, FBI



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