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Note: Video Replay Houston is on Wednesday, Nov. 6 and Thursday, Nov. 7
Conference art
Artwork Details

47th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Sep 19-20, 2013 AT&T Conference Center
Conference Concluded
Dallas Oct 10-11, 2013 Belo Mansion
Conference Concluded
Video Replay: Houston Nov 6-7, 2013 Norris Conference Center - CityCentre
Conference Concluded
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Overview

The 47th Annual Mortgage Lending Institute—the definitive real estate finance course of the year—presents current developments, offers practical information on real estate lending, financing and title issues, and provides a must-have set of materials and resources.

  • David A. Weatherbie’s two-part Case Law Update provides the legal and ethical issues addressed in recent cases
  • Hear from the state’s largest business trade association on the opportunities and benefits that property assessment financing may yield in Texas under PACE
  • Review the latest developments from the Texas 83rd Legislature
  • Analyze the procedures available in limiting or eliminating mechanics lien claims, and discover practical solutions to the problems created by recent changes in the Texas Property Code concerning mechanics lien claims for retainage
  • Learn how Regulation Z and Regulation X changes by the Consumer Financial Protection Bureau will affect your practice
  • Acquire tips for negotiating CMBS loan transactions for both lenders and borrowers from the practitioner’s perspective
  • Hear CREW members discuss real estate financing and how to do business with your banker and mortgage broker
  • Identify and examine TOUSA, treatment of collateral assignments, SARE cases and other bankruptcy law facets that real estate industry professionals need to know
  • Answer multiple choice ethics questions in the interactive Ethics Racetrack

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Day 1
  • Day 2
  • Time
    Credit
    Subject
    Speaker
  • Day 1 Morning
    Presiding Officers:
    In Austin: Janna R. Melton, Attorney at Law - Austin, TX
    In Dallas: Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
  • 8:00 am
    Austin, Dallas Only
    Registration Opens
    Includes continental breakfast.

  • 8:50 am
    Austin, Dallas Only
    Welcoming Remarks

  • 9:00 am
    Austin, Dallas Only
    0.75 hr
    0.25 hr ethics
    Case Law Update, Part I
    Overview of recent cases addressing legal and ethical issues in mortgage lending and real estate, including foreclosures, loan agreements, guaranties, leases, conveyances and more.

    David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX

  • 9:45 am
    Austin, Dallas Only
    0.50 hr
    Developments from the Texas Legislature
    A report on laws passed by the 83rd Legislature affecting mortgage lending and the practice of real estate law.

    In Austin:
    Vytas A. Petrulis, Jackson Walker L.L.P. - Houston, TX
    In Dallas:
    Richard A. Crow, Strasburger & Price, LLP - Houston, TX

  • 10:15 am
    Austin, Dallas Only
    Break

  • Construction Lending
  • 10:30 am
    Austin, Dallas Only
    0.50 hr
    Construction Lending 101
    The basics of construction lending in the commercial real estate context, including a discussion of the borrower’s and lender’s objectives plus considerations for documentation.

    Michelle M. Moore, Jackson Walker L.L.P. - Austin, TX

  • 11:00 am
    Austin, Dallas Only
    0.50 hr
    Mechanics Liens: Safe Harbors and Good Practices
    Analysis and application of procedures available to owners for limiting or eliminating exposure to mechanics lien claims, as well as practical solutions to problems created with the recent changes in the Texas Property Code concerning mechanics lien claims for retainage.

    Steven E. Kennedy, McGuire, Craddock & Strother, P.C. - Dallas, TX

  • 11:30 am
    Austin, Dallas Only
    0.50 hr
    Lender's Perspective: Assuring Cooperation between Architects and Contractors, Key Provisions in Architect's and Contractor's Agreements, and Protecting “Green” Benefits
    Drafting, reviewing and negotiating Assignment of Architect's Agreements or Assignment of Construction Contracts from the lender’s perspective. Key provisions in loan documents relating to obtaining and maintaining “green building” status as well as other development incentives are discussed.

    Bruce Merwin, Haynes and Boone, LLP - Houston, TX

  • 12:00 pm
    Austin, Dallas Only
    Pick Up Lunch
    Included in registration.

  • Day 1 Afternoon
    Presiding Officers:
    In Austin: Jane Snoddy Smith, Norton Rose Fulbright LLP - Austin, TX
    In Dallas: John M. Nolan, Winstead PC - Dallas, TX
  • LUNCHEON PRESENTATION
  • 12:15 pm
    Austin, Dallas Only
    1.00 hr
    Doing Business with Your Banker and Mortgage Broker: Real Estate Finance in Texas 2013
    CREW members discuss the status of the real estate economy in Texas in 2013 and projections for 2014—what deals are being done, who is doing them, what problems and solutions are commonly seen, and how they will impact your practice.

    In Austin:
    Laurie Logue, Broadway Bank - San Antonio, TX
    Butch West, West Commercial Real Estate Services - Austin, TX
    In Dallas:
    Andy Scott, HFF - Dallas, TX

  • 1:15 pm
    Austin, Dallas Only
    Break

  • 1:30 pm
    Austin, Dallas Only
    0.50 hr
    Annotated SNDA
    Subordination, Non-Disturbance and Attornment (SNDA) agreements, though a fixture in commercial real estate transactions, are often overlooked or misunderstood by the parties responsible for their drafting and negotiation. A brief introduction to SNDAs in Texas with an annotated form that highlights some of the most commonly negotiated provisions.
    DALLAS ONLY: This session has moved to 4:30 PM.

    Holly E. Magliolo, Winstead PC - Dallas, TX

  • 2:00 pm
    Austin, Dallas Only
    0.50 hr
    Mixing Water, Oil, Gas and Wind: Multiple Lenders in One Tract
    Reconciling the conflicting and correlative rights of surface owners, water rights holders, oil and gas producers, and wind energy operators with the rights of their respective lenders when their interests collide.

    James M. Summers, Norton Rose Fulbright LLP - San Antonio, TX

  • 2:30 pm
    Austin, Dallas Only
    0.75 hr
    Construction Lending to the Condo and Common Interest Community Developer
    A lender's attorney and an association attorney square off over proposed terms for a loan secured by a property within a property owners' or homeowners' association.

    Lorin Williams Combs, Winstead PC - Dallas, TX
    Jeffrey W. Matthews, Winstead PC - Dallas, TX

  • 3:15 pm
    Austin, Dallas Only
    Break

  • 3:30 pm
    Austin, Dallas Only
    0.50 hr
    Ten Commandments of Bankruptcy for the Real Estate Professional
    A close look at TOUSA, treatment of collateral assignments under Texas law, single asset real estate (SARE) cases and other major facets of, and developments in, bankruptcy law that creditors and professionals in the real estate industry need to know.

    Cara S. Kelly, Munsch Hardt Kopf & Harr, P.C. - Austin, TX
    Jay H. Ong, Munsch Hardt Kopf & Harr, P.C. - Austin, TX

  • 4:00 pm
    Austin, Dallas Only
    0.50 hr
    They’re Back! CMBS Lending in 2013: Lender and Borrower Pointers
    A practitioner’s approach to negotiating CMBS loan transactions for both lenders and borrowers—what is negotiable, non-negotiable, and why.

    In Austin:
    Dan J. Hopper, Thompson & Knight LLP - Dallas, TX
    In Dallas:
    Benjamin F.S. Herd, Thompson & Knight LLP - Dallas, TX

  • 4:30 pm
    Austin, Dallas Only
    0.50 hr ethics
    Technology and Mortgage Lending: Trends, Tips and the Ethical Overlay
    The mortgage industry runs on technology, and now the American Bar Association has amended its model ethics rules to incorporate the use of technology. Learn how both affect you in your practice.
    DALLAS ONLY: This session has moved to 1:30 PM.

    Keith H. Mullen, Winstead PC - Dallas, TX

  • 5:00 pm
    Austin, Dallas Only
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Day 2 Morning
    Presiding Officers:
    In Austin: Brian C. Rider, The University of Texas School of Law - Austin, TX
    In Dallas: Brian C. Rider, The University of Texas School of Law - Austin, TX
  • 8:00 am
    Austin, Dallas Only
    Conference Room Opens
    Includes continental breakfast.

  • 9:00 am
    Austin, Dallas Only
    0.75 hr
    0.25 hr ethics
    Case Law Update, Part II
    A continuation of the Case Law Update.

    David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX

  • 9:45 am
    Austin, Dallas Only
    0.75 hr
    Laws Remembered and Laws Forgotten: A Refresher on the Property Code
    A survey of selected provisions of the Property Code and other statutes that do not normally apply in the day-to-day practice of law but could have a serious impact if the practitioner is unaware.

    Michael Baucum, Baucum Steed Barker - San Antonio, TX
    Joe F. Wheat, Attorney at Law - Houston, TX

  • 10:30 am
    Austin, Dallas Only
    0.33 hr
    The Texas Real Estate Forms Manual: Not Just for Newbies
    The Texas Real Estate Forms Manual has great forms, but also contains valuable practice notes drafted by experienced practitioners to aid in the selection and preparation of documents, and to alert the user to relevant laws and drafting considerations. It also includes a chapter entitled "Laws Affecting Real Estate" which concisely describes numerous federal and state laws pertaining to real estate—some obscure, but many of which may have an important bearing on your practice.

    Denise V. Cheney, Bickerstaff Heath Delgado Acosta LLP - Austin, TX

  • 10:50 am
    Austin, Dallas Only
    0.33 hr
    Making Vendor Finance SAFE for Client and Lawyer
    Are you "SAFE?" An update on the Texas SAFE Act as it relates to seller financing transactions.

    In Austin:
    Kristen Quinney Porter, Kiesling, Porter, Kiesling & Free, P.C. - New Braunfels, TX
    In Dallas:
    C. Bryan Dunklin, Law Offices of Bryan Dunklin - Dallas, TX

  • 11:10 am
    Austin, Dallas Only
    Break

  • Developments in Lending
  • 11:25 am
    Austin, Dallas Only
    0.67 hr
    It's a New World: Impending Rules, Regulations and Mortgage Lending Standards under the Consumer Financial Protection Bureau
    On January 10, 2014, new mortgage servicing rules, regulations and lending standards amending Regulation Z, which implements the Truth in Lending Act, and Regulation X, which implements the Real Estate Settlement Procedures Act, will be implemented by the Consumer Financial Protection Bureau in accordance with Dodd-Frank. Learn what's coming and how it will affect your practice.

    Misty McCarthy, Attorney at Law - Austin, TX

  • 12:05 pm
    Austin, Dallas Only
    0.67 hr
    Business Opportunities and Benefits of PACE Financing for Water and Energy Conservation
    Property Assessed Clean Energy (PACE) financing represents a valuable alternative that is more consistent with free market principles, creates significant opportunities for a broader range of businesses and provides positive net benefits to local governments. Hear from the state's largest business trade association on the opportunities and benefits that property assessment financing may yield in Texas.

    Stephen Minick, Texas Association of Business - Austin, TX
    David M. Robins, Thompson & Knight LLP - Houston, TX

  • 12:45 pm
    Austin, Dallas Only
    Pick Up Lunch
    Included in registration.

  • Day 2 Afternoon
    Presiding Officers:
    In Austin: Brian C. Rider, The University of Texas School of Law - Austin, TX
    In Dallas: Brian C. Rider, The University of Texas School of Law - Austin, TX
  • LUNCHEON PRESENTATION
  • 1:00 pm
    Austin, Dallas Only
    1.00 hr
    State of the Financial Markets 2013
    An overview of the current state of the financial markets and how it impacts your practice.

    In Austin:
    Jay C. Hartzell, The University of Texas at Austin McCombs School of Business Real Estate Finance and Investment Center - Austin, TX
    In Dallas:
    Joseph D. Cahoon, The University of Texas at Austin McCombs School of Business Real Estate Finance and Investment Center - Austin, TX

  • 2:00 pm
    Austin, Dallas Only
    Break

  • 2:15 pm
    Austin, Dallas Only
    0.50 hr
    Hot Tips and Current Events of Interest
    Discussion of recent developments and hot topics in mortgage lending and related real estate matters.

    Brian C. Rider, The University of Texas School of Law - Austin, TX
    Richard L. Spencer, Dow Golub Remels & Beverly, LLP - Houston, TX

  • 2:45 pm
    Austin, Dallas Only
    1.00 hr ethics
    Ethics Racetrack
    An interactive game in which the audience can anonymously answer multiple choice ethics questions and compete against each other to "win the race." Winners are announced at the end of the game.

    Richard Melamed, Richard Melamed, PLLC - Houston, TX

  • 3:45 pm
    Austin, Dallas Only
    Adjourn

  • Day 1 September 19, 2013
  • Day 2 September 20, 2013
Download Schedule

Conference Faculty

Michael Baucum

Baucum Steed Barker
San Antonio, TX

Joseph D. Cahoon

The University of Texas at Austin McCombs School of Business Real Estate Finance and Investment Center
Austin, TX

Denise V. Cheney

Bickerstaff Heath Delgado Acosta LLP
Austin, TX

Lorin Williams Combs

Winstead PC
Dallas, TX

Richard A. Crow

Strasburger & Price, LLP
Houston, TX

C. Bryan Dunklin

Law Offices of Bryan Dunklin
Dallas, TX

Jay C. Hartzell

The University of Texas at Austin McCombs School of Business Real Estate Finance and Investment Center
Austin, TX

Benjamin F.S. Herd

Thompson & Knight LLP
Dallas, TX

Dan J. Hopper

Thompson & Knight LLP
Dallas, TX

Cara S. Kelly

Munsch Hardt Kopf & Harr, P.C.
Austin, TX

Steven E. Kennedy

McGuire, Craddock & Strother, P.C.
Dallas, TX

Laurie Logue

Broadway Bank
San Antonio, TX

Holly E. Magliolo

Winstead PC
Dallas, TX

Jeffrey W. Matthews

Winstead PC
Dallas, TX

Misty McCarthy

Attorney at Law
Austin, TX

Richard Melamed

Richard Melamed, PLLC
Houston, TX

Bruce Merwin

Haynes and Boone, LLP
Houston, TX

Stephen Minick

Texas Association of Business
Austin, TX

Michelle M. Moore

Jackson Walker L.L.P.
Austin, TX

Keith H. Mullen

Winstead PC
Dallas, TX

Jay H. Ong

Munsch Hardt Kopf & Harr, P.C.
Austin, TX

Vytas A. Petrulis

Jackson Walker L.L.P.
Houston, TX

Kristen Quinney Porter

Kiesling, Porter, Kiesling & Free, P.C.
New Braunfels, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

David M. Robins

Thompson & Knight LLP
Houston, TX

Andy Scott

HFF
Dallas, TX

Richard L. Spencer

Dow Golub Remels & Beverly, LLP
Houston, TX

James M. Summers

Norton Rose Fulbright LLP
San Antonio, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Butch West

West Commercial Real Estate Services
Austin, TX

Joe F. Wheat

Attorney at Law
Houston, TX

Planning Committee

Brian C. Rider—Chair

The University of Texas School of Law
Austin, TX

J. Cary Barton

Barton, East & Caldwell, P.L.L.C.
San Antonio, TX

Tommy Bastian

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Michael Baucum

Baucum Steed Barker
San Antonio, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Marilyn C. Maloney

Liskow & Lewis
Houston, TX

Jeffrey W. Matthews

Winstead PC
Dallas, TX

Janna R. Melton

Attorney at Law
Austin, TX

Julian M. Moss Jr.

Attorney at Law
Houston, TX

John M. Nolan

Winstead PC
Dallas, TX

Thomas G. Overbeck

Gregg & Valby, PC
Houston, TX

Chris Alexander Peirson

Attorney at Law
Dallas, TX

Ann M. Saegert

Haynes and Boone, LLP
Dallas, TX

Gregory J. Smith

The University of Texas School of Law
Austin, TX

Jane Snoddy Smith

Norton Rose Fulbright LLP
Austin, TX

Jonathan Thalheimer

McGuire, Craddock & Strother, P.C.
Dallas, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Joe F. Wheat

Attorney at Law
Houston, TX

Thomas M. Whelan

McGuire, Craddock & Strother, P.C.
Dallas, TX

Reid C. Wilson

Wilson, Cribbs & Goren, P.C.
Houston, TX

Credit Info

  • Austin
  • Dallas
  • Houston
MCLE Credit
Toggle view Texas – 13.00 hrs  |  2.00 hrs Ethics
Legal Specialization(s): Consumer and Commercial Law, Real Estate Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 13.00 hrs  |  2.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 15.50 hrs  |  2.00 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other Credit
Toggle view TX Accounting CPE – 15.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.
Toggle view TX Appraiser (ACE) – 13.00 hrs
UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/
Toggle view TX Insurance – 10.00 hrs
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
Toggle view TX Real Estate Commission (TREC) – 9.00 hrs
To request continuing education elective credit for real estate related courses approved by the State Bar of Texas for minimum continuing legal education participatory credit, a license holder is required to file an Individual Credit Request for State Bar Course.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-1%2004.10.23.pdf
Use this link to obtain the TREC MCE form for self-reporting your TREC credit. To obtain your Certificate of Attendance you will need to claim credit in your UTCLE account and once claimed you will be able to download a Certificate of Attendance to include with your credit request form.
MCLE Credit
Toggle view Texas – 13.00 hrs  |  2.00 hrs Ethics
Legal Specialization(s): Consumer and Commercial Law, Real Estate Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 13.00 hrs  |  2.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 15.50 hrs  |  2.00 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other Credit
Toggle view TX Accounting CPE – 15.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.
Toggle view TX Appraiser (ACE) – 13.00 hrs
UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/
Toggle view TX Insurance – 10.00 hrs
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
Toggle view TX Real Estate Commission (TREC) – 9.00 hrs
To request continuing education elective credit for real estate related courses approved by the State Bar of Texas for minimum continuing legal education participatory credit, a license holder is required to file an Individual Credit Request for State Bar Course.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-1%2004.10.23.pdf
Use this link to obtain the TREC MCE form for self-reporting your TREC credit. To obtain your Certificate of Attendance you will need to claim credit in your UTCLE account and once claimed you will be able to download a Certificate of Attendance to include with your credit request form.
MCLE Credit
Toggle view Texas – 13.00 hrs  |  2.00 hrs Ethics
Legal Specialization(s): Consumer and Commercial Law, Real Estate Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 13.00 hrs  |  2.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 15.50 hrs  |  2.00 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other Credit
Toggle view TX Accounting CPE – 15.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.
Toggle view TX Appraiser (ACE) – 13.00 hrs
UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/
Toggle view TX Insurance – 10.00 hrs
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
Toggle view TX Real Estate Commission (TREC) – 9.00 hrs
To request continuing education elective credit for real estate related courses approved by the State Bar of Texas for minimum continuing legal education participatory credit, a license holder is required to file an Individual Credit Request for State Bar Course.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-1%2004.10.23.pdf
Use this link to obtain the TREC MCE form for self-reporting your TREC credit. To obtain your Certificate of Attendance you will need to claim credit in your UTCLE account and once claimed you will be able to download a Certificate of Attendance to include with your credit request form.

Key Dates

Austin – Sep 19-20, 2013 – AT&T Conference Center
Conference Concluded
Dallas – Oct 10-11, 2013 – Belo Mansion
Conference Concluded
Video Replay: Houston – Nov 6-7, 2013 – Norris Conference Center - CityCentre
Conference Concluded
Buy
  • Austin
  • Dallas
  • Houston
Individual
Last day for $550.00 Regular pricing: Sep 11, 2013

$600.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $495.00 Regular pricing: Sep 11, 2013

$545.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $440.00 Regular pricing: Sep 11, 2013

$490.00 for registrations received after this time

Last day for cancellation (full refund): Sep 13, 2013

$50 processing fee applied after this date

Last day for cancellation: Sep 16, 2013
Individual
Last day for $550.00 Regular pricing: Oct 2, 2013

$600.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $495.00 Regular pricing: Oct 2, 2013

$545.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $440.00 Regular pricing: Oct 2, 2013

$490.00 for registrations received after this time

Last day for cancellation (full refund): Oct 4, 2013

$50 processing fee applied after this date

Last day for cancellation: Oct 7, 2013
Individual
Last day for $450.00 Regular pricing: Nov 5, 2013

$500.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $405.00 Regular pricing: Oct 30, 2013

$455.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $360.00 Regular pricing: Oct 30, 2013

$410.00 for registrations received after this time

Last day for cancellation (full refund): Nov 1, 2013

$50 processing fee applied after this date

Last day for cancellation: Nov 4, 2013

Venue

speaker

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
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Accommodations

$174.00 good through Sep 11, 2013
Reserve your room online.

Parking Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking.

speaker

Belo Mansion

2101 Ross Avenue
Dallas, TX
214.220.0239
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Parking Information

$4 per day for Dallas Bar Members; $10 per day for Non-Dallas Bar members.

Nearby Hotel Accommodations
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Fairmont Hotel

1717 N. Akard St.
Dallas, TX
(214) 720-2020 (reservations)

Accommodations

$179 room rate (subject to availability). 
Reserve your room online.

speaker

Norris Conference Center - CityCentre

816 Town and Country Blvd. Suite 210
Houston, TX 77024
713.590.0950
Map

Parking Information

Complimentary Parking

Nearby Hotel Accommodations
speaker

Hotel Sorella CITYCENTRE

800 Sorella Ct.
Houston, TX 77024-1488
713-973-1600
855-596-3397 (reservations)
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