MAY 21 – 23, 2024 | NAPLES, FL

Full Agenda

The National Settlement Services Summit (NS3) agenda is annually regarded as timely, diverse and insightful. We present forward-looking education that is practical in a real-world sense. In keeping with our theme – At the Center – our interactive panels are focused on helping attendees fulfill their important role in the real estate transaction. Attendees can identify and capitalize on opportunities in a changing business and regulatory environment.

Click here to download a PDF of the agenda

All times listed are Eastern.

Tuesday, May 21

Innovation Track

10 am – 6:00 pm
1st Floor

Registration Open

Tech Demos
12:00 – 5:00 pm

12:00 pm
Closinglock
12:30 pm
SoftPro
2:15 pm
ICE
2:30 pm
True Pay
2:45 pm
Snapdocs
3:30 pm
Qualia
3:45 pm
CloseSimple

12:00 – 6:00 pm
2nd Floor

Exhibitor Floor Open

12:00 – 6:00 pm
2nd Floor

Networking Pub

1:00 – 1:25 pm
Royal Palm Ballroom
2nd Floor

Opening Ceremony

1:25 – 2:10 pm
Royal Palm Ballroom
2nd Floor

Keynote Address: Tawn Kelley

Tawn Kelley, Executive Vice President, Taylor Morrison, President, Financial Services

2:10 – 3:00 pm
Royal Palm Ballroom
2nd Floor

Streamlining the Real Estate Journey: A Consumer-Centric Approach

This all-star panel will discuss the many ways partners across the real estate transaction like you can make the process less cumbersome, faster and more transparent for the consumer.

Samir Dedhia, CEO, One Real Mortgage
Amy Huchthausen, Chief Operating Officer, Stavvy
Corey McCloskey, President, John R. Wood Properties, Christie’s International Real Estate
Patrick Stone, Chairman and Founder, Williston Financial Group

3 – 3:20 pm
2nd Floor

Networking Break with Exhibitors

3:20 – 4:10 pm
Royal Palm Ballroom
2nd Floor

Building a Lucrative AfBA

Learn how compliant affiliated business arrangements can be a profitable opportunity. Title agents and their Realtor partner will share their experience as well as their expertise on when AfBAs are appropriate, how to build the operation and pitfalls to avoid.

Aaron Davis, CEO, Florida Agency Network
Andrew Duncan, CEO, The Duncan Duo Team at LPT Realty
Mike LaRosa, COO, Florida Agency Network

4:10 – 5:00 pm
Royal Palm Ballroom
2nd Floor

AI 360

Attendees will hear a comprehensive approach to implementing artificial intelligence. Learn how it is being applied today, the regulations around its use and how to overcome roadblocks.

Jonathan Holfinger, CEO, Northwest Title and Northwest Law
Jennifer Mason, CEO, TitleWise Technologies, Inc.
Tori Shinohara, Partner, Mayer Brown

4:55 pm
2nd Floor

Make A Child Smile Community Outreach Event

Exhibitor Floor

5:00 – 6:00 pm
2nd Floor

Opening Night Reception

Exhibitor Floor

9:00 pm – 12 am
Vista Ballroom
1st Floor

Networking Nightcap

*All times Eastern Time. Times and events are subject to change.

Wednesday, May 22

Innovation Track

7:45 am – 5:00 pm
1st Floor

Registration Open

7:45 am – 5:00 pm
2nd Floor

Exhibitor Floor Open

7:45 am – 5:00 pm
2nd Floor

Networking Pub

7:45 – 8:30 am
2nd Floor

Networking Breakfast with Exhibitors

8:30 – 8:45 am
Royal Palm Ballroom
2nd Floor

Opening Ceremony

8:45 – 9:45 am
Royal Palm Ballroom
2nd Floor

Featured Panel: Your Federal Regulators

Several agencies oversee professionals across the real estate transaction. Take this opportunity to hear from them directly as they share their insights and priorities for the industry.

Anna Burns, Regional Director, Southeast Region, Federal Trade Commission
Gary Funk, Senior Director of Product and Strategy, Freddie Mac
Valerie Williams, Acting Director, U.S. Department of Housing & Urban Development – Atlanta Homeownership Center
Elizabeth Childers, Editor, RESPA News, October Research, LLC

9:45 – 9:55 am
Royal Palm Ballroom
2nd Floor

Make A Child Smile Presentation

10:00 – 10:50 am
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Enhancing Cyber Defenses

Ensure the resilience of your organization in the face of ever-evolving cyber threats. Attendees will walk away knowing how to set up a strong cyber network, preventative measures to put in place and myth vs. fact around cyberinsurance.

Andrew Liput, CEO and Founder, Secure Insight
Jerome Magana, President, Select Specialty Insurance Services

10:00 – 10:50 am
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Priorities of State

Much of the regulations faced by the industry are coming from the state level. Hear their concerns from a variety of perspectives.

Angela Crooker, Manager RESA Investigations Section, Agent Regulation Division, Virginia Bureau of Insurance
Chuck Myers, Deputy Commissioner, Louisiana Department of Insurance
Susan Nicolson, Commissioner, Arizona Department of Real Estate
Ray Wenger, Chief, Bureau of Investigation Division of Insurance Agency and Agency Services, Florida Department of Financial Services

11:00 – 11:30 am
2nd Floor

Networking Break with Exhibitors

11:30 – 12:20 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Lender Panel: Driving Excellence in the Mortgage Transaction

Collaboration is key to growth in the industry. Leaders from the top mortgage lenders will share what they are facing today and what they need from their partners across the real estate transaction.

Bob Burns, Operations Group Manager, U.S. Bank
Lisa Steele, Chief Operating Officer, Mother Lode Holdings – Moderator
Kate Steineman, Senior Vice President, Business Execution Manager, Wells Fargo Home Lending

11:30 – 12:20 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Privacy Protection and Transparency

Dive into the intricacies of data privacy collection and understand the importance of the 1033 rule. You will discover how to effectively implement the rule and ensure your consumer data practices are compliant.

Daniel Fortune, Partner, Bradley
Wendy Lee, Shareholder, Buchalter

12:20 – 1:45 pm
Vista Ballroom and Sunset Veranda (outdoors)
1st Floor

Networking Lunch

1:45 – 2:35 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | AI 2.0: Beyond the Hype

This dynamic and interactive session will show how artificial intelligence can be a useful tool for marketing and operations today, not someday. Gain actionable insights and learn how to educate your partners across the real estate transaction.

Bill Svoboda, Co-founder, CloseSimple

1:45 – 2:35 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | RESPA: A Review of the Latest Actions

Stay up-to-date and compliant on the latest actions and priorities of state and federal regulators overseeing the industry. This is a must-attend for professionals across the real estate transaction and affiliated partners seeking to stay ahead in this ever-evolving industry. Two RESPA experts will discuss implications for marketing strategies and answer their most frequently asked questions.

Jennifer Keas, Partner, Foley & Lardner, LLP
Francis “Trip” Riley, Partner, Saul Ewing, LLP

2:45 – 3:45 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Underwriter Panel: What We’re Doing for Our Agents

Four accomplished leaders of the industry’s underwriters will share their perspectives on the trends affecting the industry and what agents can count on from their underwriter partners.

Jeff Bluhm, Executive Vice President, Old Republic National Title Insurance Co.
Don Kennedy, Senior Vice President, National Agency Division, First American Title Insurance Co.
Patrick Stone, Chairman and Founder, Williston Financial Group
David Townsend, SVP Agency Division Manager, Fidelity National Financial

2:45 – 3:45 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Navigating the Regulatory Landscape

Explore the latest regulatory landscape, legislation and court cases and their implications for professionals across the real estate transaction.

Rod Alba, SVP, Mortgage Finance and Senior Regulatory Counsel, American Bankers Association
Marx Sterbcow, Managing Director, Sterbcow Law Group

3:45 – 4:15 pm
2nd Floor

Networking Break with Exhibitors

4:15 – 5:00 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Featured Speaker: Mark Calabria
Compliance Track | Navigating the Politics and Policies of Now

CATO Institute Senior Advisor and author Mark Calabria sits down for a one-on-one in-depth interview spanning the most critical issues facing the industry today. This conversation will feature practical considerations to help you navigate the myriad of business-critical legislative, regulatory and legal issues facing the industry today.

Mark Calabria, Senior Advisor, Cato Institute
Mary Schuster, Chief Knowledge Officer, October Research, LLC

4:15 – 5:00 pm
Concurrent
Orchid Ballroom
2nd Floor

Innovation Track | Strategies to Thrive in Any Market

Discover how industry-leading professionals have defied the odds and emerged stronger from challenging market conditions. Together they will share the strategies that have kept them successful.

Elizabeth Daniel, President, Continental Title Co.
Rich Griffin, Senior Vice President Agency, Doma Title Insurance Inc.
Brent Laliberte, President, Bayou Title

5:15 – 10:00 pm

Transportation provided to/from Naples Grande and Networking Reception

5:45 – 7:45 pm

Networking Reception at CAVO Lounge

*All times Eastern Time. Times and events are subject to change.

Thursday, May 23

Innovation Track

7:45 am – 12 pm
1st Floor

Registration Open

8:00 – 8:50 am
Vista Ballroom
1st Floor

Women in Business Breakfast

space is limited

Erica Meyer, CEO & Publisher, October Research, LLC
Joyce Weiland, President, SoftPro
Leslie Wyatt, Director of Regulatory Compliance, SoftPro

8:15 am – 12 pm
2nd Floor

Exhibitor Floor Open

8:15 am – 12 pm
2nd Floor

Networking Pub

8:15 – 9:00 am
2nd Floor

Networking Breakfast with Exhibitors

9:00 – 9:15 am
Royal Palm Ballroom
2nd Floor

Opening Ceremony

9:15 – 10:00 am
Royal Palm Ballroom
2nd Floor

Featured Speaker: Elliot Eisenberg
The U.S. Economy: Remarkably Resilient, So Far

During this entertaining and informative session, Elliot Eisenberg, Ph.D., will provide a financial overview and outlook of the economic environment. To that end, Eisenberg will share his thoughts on how all four parts of GDP will perform, what changes are in store for the currently tight labor market, the path of inflation, the thinking of the Fed regarding inflation, the most likely path of interest rates, and the likelihood of a recession. Dr. Eisenberg will also delve deeply into housing and in particular, new home starts, new and existing home sales, inventories, refi activity, new and existing home prices, as well as default rates, the shape of the yield curve, and much more. Before concluding and time permitting Eisenberg will take questions from the audience.

Elliot Eisenberg, Ph.D, Chief Economist, GraphsandLaughs, LLC

10:00 – 10:20 am
2nd Floor

Networking Break with Exhibitors

10:20 – 11:10 am
Concurrent
Royal Palm Ballroom
2nd Floor

Ethics and Well-Being

Gain insights on the interplay between well-being issues and defalcations of funds or malpractice. Attendees will walk-away with recommended practices to promote well-being in the real estate industry.

Nicole Timpanaro, CEO, Fortune Title Agency, Inc.
Paula Zwiren, President, Zwiren Title Agency, Inc.

10:20 – 11:10 am
Concurrent
Orchid Ballroom
1st Floor

Technology Forum

Technology Forum attendees are invited to join a guided discussion on the use and application of technology. Be prepared to share the successes and challenges you’ve faced along the way, so we can collaborate to optimize efficiency and meet customer expectations

Rick Diamond, Vice President – Agency Technology, FNF Family of Companies
John Hamm, EVP, Chief Information Officer, Stewart Technology and Business Services

11:10 – 12:00 pm
Royal Palm Ballroom
2nd Floor

Top Three Fraud Threats

This critical session will provide necessary takeaways on measures you can adopt to avoid mortgage payoff fraud, the red flags of seller impersonation fraud and the immediate steps you can take to mitigate ransomware attacks.

Ryan Cabrita, Chief Information Security Officer, Gulotta Grabiner Law Group, PLLC
Michael Holden, Vice President Strategic Agency Manager, Doma Title Insurance, Inc.
Katie Stewart, Vice President of Customer Success, CertifID

Noon
Royal Palm Ballroom
2nd Floor

Closing Remarks and NS3 Concludes

*All times Eastern Time. Times and events are subject to change.

Tuesday, May 21

Innovation Track

10 am – 6:00 pm
1st Floor

Registration Open

12:00 – 6:00 pm
2nd Floor

Exhibitor Floor Open

12:00 – 6:00 pm
2nd Floor

Networking Pub

1:00 – 1:25 pm
Royal Palm Ballroom
2nd Floor

Opening Ceremony

1:25 – 2:10 pm
Royal Palm Ballroom
2nd Floor

Keynote Address: Tawn Kelley

Tawn Kelley, Executive Vice President, Taylor Morrision, President, Financial Services

2:10 – 3:00 pm
Royal Palm Ballroom
2nd Floor

Streamlining the Real Estate Journey: A Consumer-Centric Approach

This all-star panel will discuss the many ways partners across the real estate transaction like you can make the process less cumbersome, faster and more transparent for the consumer.

Samir Dedhia, CEO, One Real Mortgage
Amy Huchthausen, Chief Operating Officer, Stavvy
Corey McCloskey, President, John R. Wood Properties, Christie’s International Real Estate
Patrick Stone, Chairman and Founder, Williston Financial Group

3 – 3:20 pm
2nd Floor

Networking Break with Exhibitors

3:20 – 4:10 pm
Royal Palm Ballroom
2nd Floor

Building a Lucrative AfBA

Aaron Davis, CEO, Florida Agency Network
Andrew Duncan, CEO, The Duncan Duo Team at LPT Realty
Mike LaRosa, COO, Florida Agency Network

4:10 – 5:00 pm
Royal Palm Ballroom
2nd Floor

AI 360

Attendees will hear a comprehensive approach to implementing artificial intelligence. Learn how it is being applied today, the regulations around its use and how to overcome roadblocks.

Jonathan Holfinger, CEO, Northwest Title and Northwest Law
Jennifer Mason, CEO, TitleWise Technologies, Inc.
Tori Shinohara, Partner, Mayer Brown

4:55 pm
2nd Floor

Make A Child Smile Community Outreach Event

Exhibitor Floor

5:00 – 6:00 pm
2nd Floor

Opening Night Reception

Exhibitor Floor

9:00 pm – 12 am
Vista Ballroom
1st Floor

Networking Nightcap

Tech Demos

12:00 – 5:00 pm
Orchid Ballroom – 2nd Floor

12:00 pm – ClosingLock
12:30 pm – SoftPro
2:15 pm – ICE
2:30 pm – True Pay
2:45 pm – Snapdocs
3:30 pm – Qualia
3:45 pm – CloseSimple

*All times Eastern Time. Times and events are subject to change.

Wednesday, May 22

Innovation Track

7:45 am – 5:00 pm
1st Floor

Registration Open

7:45 am – 5:00 pm
2nd Floor

Exhibitor Floor Open

7:45 am – 5:00 pm
2nd Floor

Networking Pub

7:45 – 8:30 am
2nd Floor

Networking Breakfast with Exhibitors

8:30 – 8:45 am
Royal Palm Ballroom
2nd Floor

Opening Ceremony

8:45 – 9:45 am
Royal Palm Ballroom
2nd Floor

Featured Panel: Your Federal Regulators

Several agencies oversee professionals across the real estate transaction. Take this opportunity to hear from them directly as they share their insights and priorities for the industry.

Anna Burns, Regional Director, Southeast Region, Federal Trade Commission
Gary Funk, Senior Director of Product and Strategy, Freddie Mac
Valerie Williams, Acting Director, U.S. Department of Housing & Urban Development – Atlanta Homeownership Center
Elizabeth Childers, Editor, RESPA News, October Research, LLC

9:45 – 9:55 am
Royal Palm Ballroom
2nd Floor

Make A Child Smile Presentation

10:00 – 10:50 am
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Enhancing Cyber Defenses

Andrew Liput, CEO and Founder, Secure Insight
Jerome Magana, President, Select Specialty Insurance Services

10:00 – 10:50 am
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Priorities of State

Much of the regulations faced by the industry are coming from the state level. Hear their concerns from a variety of perspectives.

11:00 – 11:30 am
2nd Floor

Networking Break with Exhibitors

11:30 – 12:20 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Lender Panel: Driving Excellence in the Mortgage Transaction

Collaboration is key to growth in the industry. Leaders from the top mortgage lenders will share what they are facing today and what they need from their partners across the real estate transaction.

11:30 – 12:20 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Privacy Protection and Transparency

Daniel Fortune, Partner, Bradley
Wendy Lee, Shareholder, Buchalter

12:20 – 1:45 pm

Networking Lunch

1:45 – 2:35 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | AI 2.0: Beyond the Hype

Bill Svoboda, Co-founder, CloseSimple

1:45 – 2:35 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | RESPA: A Review of the Latest Actions

Jennifer Keas, Partner, Foley & Lardner, LLP
Francis “Trip” Riley, Partner, Saul Ewing, LLP

2:45 – 3:45 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Innovation Track | Underwriter Panel: What We’re Doing for Our Agents

Four accomplished leaders of the industry’s underwriters will share their perspectives on the trends affecting the industry and what agents can count on from their underwriter partners.

2:45 – 3:45 pm
Concurrent
Orchid Ballroom
2nd Floor

Compliance Track | Navigating the Regulatory Landscape

Explore the latest regulatory landscape, legislation and court cases and their implications for professionals across the real estate transaction.

Rod Alba, SVP, Mortgage Finance and Senior Regulatory Counsel, American Bankers Association
Marx Sterbcow, Managing Director, Sterbcow Law Group

3:45 – 4:15 pm
2nd Floor

Networking Break with Exhibitors

4:15 – 5:00 pm
Concurrent
Royal Palm Ballroom
2nd Floor

Featured Speaker: Mark Calabria
Compliance Track | Navigating the Politics and Policies of Now

Mark Calabria, Senior Advisor, Cato Institute
Mary Schuster, Chief Knowledge Officer, October Research, LLC

4:15 – 5:00 pm
Concurrent
Orchid Ballroom
2nd Floor

Innovation Track | Strategies to Thrive in Any Market

Discover how industry-leading professionals have defied the odds and emerged stronger from challenging market conditions. Together they will share the strategies that have kept them successful.

Elizabeth Daniel, President, Continental Title Co.
Rich Griffin, Senior Vice President Agency, Doma Title Insurance Inc.
Brent Laliberte, President, Bayou Title

5:15 – 10:00 pm

Transportation provide to/from Naples Grand and Networking Reception

5:45 – 7:45 pm

Networking Reception at CAVO Lounge

*All times Eastern Time. Times and events are subject to change.

Thursday, May 23

Innovation Track

7:45 am – 12 pm
1st Floor

Registration Open

8:00 – 8:50 am
Vista Ballroom
1st Floor

Women in Business Breakfast

space is limited

Erica Meyer, CEO & Publisher, October Research, LLC
Joyce Weiland, President, SoftPro
Leslie Wyatt, Director of Regulatory Compliance, SoftPro

8:15 am – 12 pm
2nd Floor

Exhibitor Floor Open

8:15 am – 12 pm
2nd Floor

Networking Pub

8:15 – 9:00 am
2nd Floor

Networking Breakfast with Exhibitors

9:00 – 9:15 am
Royal Palm Ballroom
2nd Floor

Opening Ceremony

9:15 – 10:00 am
Royal Palm Ballroom
2nd Floor

Featured Speaker: Elliot Eisenberg
The U.S. Economy: Remarkably Resilient, So Far

Elliot Eisenberg, Ph.D, Chief Economist, GraphsandLaughs, LLC

10:00 – 10:20 am
2nd Floor

Networking Break with Exhibitors

10:20 – 11:10 am
Concurrent
Royal Palm Ballroom
2nd Floor

Ethics and Well-Being

Nicole Timpanaro, CEO, Fortune Title Agency, Inc.
Paula Zwiren, President, Zwiren Title Agency, Inc.

10:20 – 11:10 am
Concurrent
Vista Ballroom
1st Floor

Technology Forum

Rick Diamond, Vice President – Agency Technology, FNF Family of Companies
John Hamm, EVP, Chief Information Officer, Stewart Technology and Business Services

11:10 – 12:00 pm
Royal Palm Ballroom
2nd Floor