2014 Annual Convention
June 5-7, 2014—Dulles Hyatt
Speakers and Sessions
Friday, June 6, 2014, 8:00AM—5:00PM
Saturday, June 7, 2014, 8:00AM—12:00PM
Download our speakers and sessions brochure (Available March 1)
Session 1: 1 hr. CE/CLE
Cowboy Ethics presented by Brian Gaudiose, Deputy Commissioner, Virginia Bureau of Insurance
Based on the book Cowboy Ethics, What Wall Street Can Learn from the Code of the West, by James Owen, this session will cover a variety of ethical viewpoints, strategies, and attitudes including living each day with courage, taking pride in your work, always finishing what you start, doing what has to be done, being tough but fair, keeping a promise, riding for the brand, talking less but saying more, and knowing where to draw the line.
Session 2: 1 hr. CE/CLE/VCTE & VCTSA
Transfer on Death Act presented by Robert Fredericks, Esq., Fredericks & Stephens, PC
In July 2013 the new Transfer on Death law took effect in Virginia. A Real Property owner may pass on a parcel of real estate to a designee without probate, without limiting the owners right to transfer, encumber, or sell the property during his lifetime. This presentation will explore the use of ToD and its consequences for the title industry.
Session 3: 1 hr. CE/CLE/VCTSA
Financial Fraud in the Title Industry presented by Tom Ciolkosz & Tracy Milanese, Access National Bank
This course will discuss the financial risks a title company faces regarding both occupational fraud and cyber-fraud. We will share real situations that were either avoided or actually occurred and how it can affect the bottom-line. You will learn some best practices to protect your company from financial fraud and more about the tools available to detect or prevent fraud. A panel of title company professionals will give their insight on real-world instances of fraud. We will cover how to identify types of financial fraud and the impact on an organization; understanding the tools available to detect and prevent financial fraud; what you can do if your organization is the victim of financial fraud; and best practices to preventing financial fraud.
Session 4: 1hr. CE/CLE/VCTE & VCTSA
The Importance of House Location Surveys presented by George O’Quinn, Dominion Surveyors
Professionals benefit from the course by learning the House Location Survey process—the only reliable way of obtaining basic information about a property.
Session 5: 1 hr. CE/CLE/VCTE & VCTSA
CFPB's New Rule and What it Means for You presented by Kevin T. Pogoda, Esq., Old Republic Title Insurance Company
The New Rule, effective August 15, 2015, will change the way you do business. The time is NOW to become familiar with these changes so that you can alter your business accordingly, keep the clients you have now, and prepare yourself to market for new ones.
SPECIAL Sessions: VCTE & VCTSA Continuing Education
Session 1: 1hr. VCTE/VCTSA
Best Practices for Examiners and Settlement Agents presented by Madeleine Nagy, American Land Title Association (ALTA)
This session will provide critical information to VCTE and VCTSA holders about compliance with best-practices. Hosted by the American Land Title Association, this session will knock your socks off!
Session 2: 1hr. VCTE/VCTSA
TBD presented by Frank McCormick, Fidelity National Title Insurance Company
Session 3: 1hr. VCTE/VCTSA
Tell Me What You Need. Tell Me What You Did presented by Joy T. Herndon, VCTE & VCTSA, Cardinal Settlement Services
This session will focus on the relationship and interface between the Title Examiner and the Title Settlement Agent. Learn how to better communicate the work product you need, and the work product you have completed. Offered by Joy Herndon, who is one of only eight combined VCTE/VCTSAs in Virginia, this session will help you to improve your workflow, strengthen your work product, and provide better service to your clients.