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48th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Sep 18-19, 2014 AT&T Conference Center
Conference Concluded
Dallas Oct 2-3, 2014 Cityplace Conference Center
Conference Concluded
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Overview

The 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.

2014 highlights include:

  • David Weatherbie's annual Case Law Update
  • Federal regulatory outlook and update from the Mortgage Bankers Association
  • Demographic Trends in Texas: Implications for the Future of Real Estate
  • Extensive coverage of guaranties including recourse carve-outs, use of master leases, and updates on construction completion guaranties
  • Commercial lending issues and hot topics including economic development incentives, the intersection of authority and liability in preferred equity transactions, and key land use regulations impacting development and lending
  • Residential lending issues and hot topics including new developments under Texas Rules of Civil Procedure 735 and 736, developments and regulations related to qualified versus non-qualified mortgages, and CFPB enforcement actions and tips for examinations
  • Legal Drafting Style Guide: A New Approach to Editing
  • Water and mineral rights impacting project development, lending and valuation of collateral assets
  • Practical walk-through of unusual additional collateral and ancillary loan documents
  • 2.75 hours of ethics credit

  • Buy

Event Schedule

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

  • Day 1
  • Day 2
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Sep. 18, 2014
    Presiding Officers:
    In Austin: Brian C. Rider, The University of Texas School of Law - Austin, TX
    In Dallas: Ann M. Saegert, Haynes and Boone, LLP - Dallas, TX
  • 8:00 am
    Registration Opens
    Includes continental breakfast.

  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    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
    0.75 hr
    0.25 hr ethics
    Recourse Carve-Out Liability: Only for Bad Boys?
    A discussion of the purpose and form of the typical recourse carve-out, possible negotiated changes to those carve-outs, and the effect of recent case law, plus an analysis of the practical and ethical issues in representing a borrower and guarantor once the loan goes into default.

    Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX
    James H. Wallenstein, Glast, Phillips & Murray - Dallas, TX
    Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX

  • 10:30 am
    Break

  • 10:45 am
    0.33 hr
    Master Leases: A Guaranty Substitute or the Gift that Keeps on Taking?
    Real estate parent companies occasionally give a master lease instead of a guaranty without considering the economic and legal repercussions associated with master leases. This presentation addresses some of the issues arising from this type of “credit support.”

    Katherine A. Tapley, Norton Rose Fulbright - San Antonio, TX

  • 11:05 am
    0.33 hr
    Update on Construction Completion Guaranties: They’re More Dangerous than They Appear

    In Austin:
    Brian C. Rider, The University of Texas School of Law - Austin, TX
    In Dallas:
    J. Cary Barton, Barton, East & Caldwell, P.L.L.C. - San Antonio, TX

  • 11:25 am
    0.75 hr
    Forging Peace Negotiations: Borrowers' Peskiest Problems and Biggest Gripes
    A borrower’s attorney and a lender’s attorney face off over frequently contentious provisions in loan documents and see if they can find common ground.

    Vytas A. Petrulis, Jackson Walker L.L.P. - Houston, TX
    Paul M. Pruett, Locke Lord LLP - Houston, TX

  • 12:10 pm
    0.50 hr
    Unusual Additional Collateral and Ancillary Loan Documents
    A review of terms which should be negotiated, removed or at least highlighted to the borrower and any third parties impacted by collateral and ancillary loan documents (i.e., Assignment of Management Contract, Security Interest in Contracts, Assignment of Permits, and Environmental Agreement and Indemnity).

    Sara E. Dysart, Attorney at Law - San Antonio, TX

  • 12:40 pm
    Pick Up Lunch
    Included in registration.

  • Thursday Afternoon, Sep. 18, 2014
    Presiding Officers:
    In Austin: Jane Snoddy Smith, Norton Rose Fulbright - Austin, TX
    In Dallas: John M. Nolan, Winstead PC - Dallas, TX
  • LUNCHEON PRESENTATION
  • 1:00 pm
    0.75 hr
    Demographic Trends in Texas: Implications for the Future of Real Estate
    An analysis of demographic, social and economic characteristics and trends in Texas, and their implications for real estate development and lending.

    Lloyd Potter, Ph.D., Office of the State Demographer - Austin, TX

  • 1:45 pm
    Break

  • 2:00 pm
    0.33 hr
    Title Insurance Endorsements Update
    Recent changes to title insurance endorsements, including major revisions to T-19 and T-19.1, an expansion of the availability of certain endorsements, the approval of new endorsements and more.

    Wade A. Thunhorst, Title Resources Guaranty Co. - Dallas, TX

  • 2:20 pm
    0.50 hr
    Environmental Update: Due Diligence and Other Issues for Loan Arrangers—Hi-Yo, Silver!
    A brief overview of environmental concerns affecting mortgage lenders with a focus on selected hot topics and practical considerations, including due diligence, statutory defenses protecting secured creditors, the rising concern of vapor intrusion, and recent updates affecting development such as the definition of waters of the U.S. and jurisdictional wetlands and the presence of endangered species.

    In Austin:
    Jeff Civins, Haynes and Boone, LLP - Austin, TX
    In Dallas:
    Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX

  • 2:50 pm
    0.50 hr
    Legal Drafting Style Guide: A New Approach to Editing
    Do you need help removing passive-voice, legalisms, redundancies, 150-word sentences, and other writing atrocities from your documents? A legal drafting style guide will help you transform your unreadable documents into plain English (or at least understandable documents).

    Kevin M. Kerr, Attorney at Law - Dallas, TX

  • 3:20 pm
    Break

  • 3:30 pm
    0.50 hr
    Developments in Bankruptcy Law
    With a look at recent developments in bankruptcy law affecting the mortgage lending world, work through new cases on credit bidding by lenders, "good faith" in filing and cram downs, impairment, and conflicts between senior and junior lien holders.

    Christopher G. Bradley, U.S. Bankruptcy Court, Western District of Texas - Austin, TX
    Mark C. Taylor, Hohmann, Taube & Summers, L.L.P. - Austin, TX

  • 4:00 pm
    1.00 hr ethics
    Technology and File Management: Best Practices for Reducing, Managing and Storing Your "Paper"
    A discussion on the practical, technological and ethical issues that come with managing the mountains of paper that a law practice generates, including best practices with respect to document generation, distribution and retention, and the ownership of client files. Learn the benefits of and options for reducing paper consumption and storage in the law firm context, including a look at both the technology and the ethics of computing in the cloud.

    Laura L. McClellan, Thompson & Knight LLP - Dallas, TX
    Hon. Rebecca Simmons, Kinetic Concepts, Inc. - San Antonio, TX

  • 5:00 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Sep. 19, 2014
    Presiding Officer:
    David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX
  • 8:00 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:30 am
    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

  • 9:15 am
    0.50 hr
    Drafting Security Documents and Legal Opinions after Enactment of the Texas Assignments of Rent Act (TARA)
    Drafting deeds of trust, stand-alone assignments of leases and rents, legal opinions and ancillary loan documents after the enactment and in light of TARA.

    Greta E. Goldsby, Winstead PC - Austin, TX

  • 9:45 am
    0.50 hr
    Land, Crops and Cows: Farm and Ranch Lending Issues
    An overview of financing transactions and issues for farms, ranches and their operations.

    James D. Eggleston Jr., Eggleston Flowers & King - Weatherford, TX

  • 10:15 am
    Break

  • CONCURRENT SESSIONS
  • Residential
    Presiding Officers:
    In Austin: Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
    In Dallas: Chris A. Peirson, PeirsonPatterson, LLP - Dallas, TX
  • 10:30 am
    0.50 hr
    What’s Happening under Rules of Procedure 735 and 736
    New developments under Texas Rules of Civil Procedure 735 and 736 that relate to home equity, reverse mortgage, home equity line of credit, property owners’ associations and certain transferred or property tax loan liens.

    Tommy Bastian, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX

  • 11:00 am
    0.50 hr
    Qualified versus Non-Qualified Mortgages
    A review of the Consumer Financial Protection Bureau (CFPB) regulations and guidance on qualified mortgages (QM), plus developments pertaining to QM and non-QM loans.

    Michael K. O'Neal, Winstead PC - Dallas, TX

  • 11:30 am
    0.75 hr
    CFPB Enforcement and Examinations
    A review of recent CFPB enforcement actions, practical tips on how lenders, homebuilders and real estate brokers can prepare for an examination, and the effects of CFPB initiatives on compliance and litigation strategies.

    Troy W. Garris, Weiner Brodsky Kider PC - Washington, DC, and Dallas, TX

  • 12:15 pm
    Pick Up Lunch
    Included in registration.

  • Commercial
    Presiding Officer:
    Robert G. "Jerry" Converse, Of Counsel, Norton Rose Fulbright - Austin, TX
  • 10:30 am
    0.75 hr
    Substitute for Equity: Understanding Economic Development Incentives and Your Right to Them
    An overview of economic development incentives and the latest changes and modifications to these programs that are available from state and local governments, plus practical tips for identifying and managing the risks to property owners and mortgage lenders when these incentives are granted to or based upon the tenant/user and not the project itself.

    Robert G. "Jerry" Converse, Of Counsel, Norton Rose Fulbright - Austin, TX

  • 11:15 am
    0.50 hr
    Real Estate Preferred Equity Agreements: Issues Concerning the Sponsor Principal
    An examination of the sponsor principal’s role in real estate preferred equity investment transactions, including matters related to the sponsor principal’s liability to the capital partner and to third-party lenders, whether the type of equity investment transaction affects (or should affect) the scope of the sponsor principal’s liability to the capital partner, whether requiring the sponsor principal to execute a debt-like guaranty instrument could create adverse consequences for the capital partner in an enforcement action, and issues created for the sponsor principal upon a management takeover by the capital partner.

    Bryan D. Garner, Thompson & Knight LLP - Dallas, TX

  • 11:45 am
    0.50 hr
    Land Use: Dirty Little Secrets Every Lending Lawyer Needs to Know
    Did you know that cities in Texas can terminate nonconforming uses? How far can cities go in demanding exactions during the development process? What assurance can a city give you that a proposed use is actually permitted? Often the answers to these questions have an impact on the development potential of an asset and, therefore, its value. This presentation examines the complexity of land use regulations, including practices and procedures relevant to new development and redevelopment, in order to understand how these regulations can impact valuation.

    William S. Dahlstrom, Jackson Walker L.L.P. - Dallas, TX

  • 12:15 pm
    Pick Up Lunch
    Included in registration.

  • Friday Afternoon, Sep. 19, 2014
    Presiding Officer:
    Brian C. Rider, The University of Texas School of Law - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:35 pm
    0.75 hr
    Federal Regulatory Update and Outlook
    This was a watershed year for federal rule-making and more rules are on the way. Review the year's regulatory changes and the changes to come.

    In Austin:
    Ken Markison, Mortgage Bankers Association - Washington, DC
    In Dallas:
    Justin J. Wiseman, Mortgage Bankers Association - Washington, DC

  • 1:20 pm
    Break

  • 1:35 pm
    0.75 hr
    Drilling into Commercial Lending: What Good Is My Collateral Now that There's a Rig in the Parking Lot?
    A look at the impact of mineral development on value and use of commercial real estate: How do you identify and avoid conflicts between mineral interests and liens which can devalue a collateral asset? What are the benefits, if any, of the accommodation doctrine? What and when does title insurance give a surface owner (including a lender who forecloses on the property) any coverage or benefit?

    Brian C. Rider, The University of Texas School of Law - Austin, TX

  • 2:20 pm
    0.50 hr
    Water, Water Everywhere, but How Do We Get It?
    A discussion of how to locate and secure water sources for projects which are outside established water service areas with a special emphasis on the lender’s perspective.

    Grady B. Jolley, Branscomb PC - San Antonio, TX

  • 2:50 pm
    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.

    In Austin:
    Tobin Swope, Winstead PC - Dallas, TX
    In Dallas:
    Jeff Matthews, Winstead PC - Dallas, TX

  • 3:20 pm
    1.00 hr ethics
    Dealin’ in Dirt without Slippin’ in the Mud: The Ethics of Whom You Represent
    A lively and unconventional look at ethical challenges in real estate and lending practice—be sure to save some energy and brain power for this presentation!

    Jeff Jury, Burns Anderson Jury & Brenner, LLP - Austin, TX

  • 4:20 pm
    Adjourn

  • Day 1 September 18, 2014
  • Day 2 September 19, 2014
Download Schedule

Conference Faculty

J. Cary Barton

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

Tommy Bastian

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Christopher G. Bradley

U.S. Bankruptcy Court, Western District of Texas
Austin, TX

Jeff Civins

Haynes and Boone, LLP
Austin, TX

Robert G. "Jerry" Converse

Of Counsel, Norton Rose Fulbright
Austin, TX

William S. Dahlstrom

Jackson Walker L.L.P.
Dallas, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

James D. Eggleston Jr.

Eggleston Flowers & King
Weatherford, TX

Bryan D. Garner

Thompson & Knight LLP
Dallas, TX

Troy W. Garris

Weiner Brodsky Kider PC
Washington, DC, and Dallas, TX

Greta E. Goldsby

Winstead PC
Austin, TX

Grady B. Jolley

Branscomb PC
San Antonio, TX

Jeff Jury

Burns Anderson Jury & Brenner, LLP
Austin, TX

Kevin M. Kerr

Attorney at Law
Dallas, TX

Ken Markison

Mortgage Bankers Association
Washington, DC

Jeff Matthews

Winstead PC
Dallas, TX

Laura L. McClellan

Thompson & Knight LLP
Dallas, TX

Mary S. Mendoza

Haynes and Boone, LLP
Austin, TX

Michael K. O'Neal

Winstead PC
Dallas, TX

Vytas A. Petrulis

Jackson Walker L.L.P.
Houston, TX

Lloyd Potter, Ph.D.

Office of the State Demographer
Austin, TX

Paul M. Pruett

Locke Lord LLP
Houston, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Hon. Rebecca Simmons

Kinetic Concepts, Inc.
San Antonio, TX

Tobin Swope

Winstead PC
Dallas, TX

Katherine A. Tapley

Norton Rose Fulbright
San Antonio, TX

Mark C. Taylor

Hohmann, Taube & Summers, L.L.P.
Austin, TX

Jonathan Thalheimer

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

Wade A. Thunhorst

Title Resources Guaranty Co.
Dallas, TX

James H. Wallenstein

Glast, Phillips & Murray
Dallas, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Thomas M. Whelan

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

Justin J. Wiseman

Mortgage Bankers Association
Washington, DC

Planning Committee

Brian C. Rider—Co-Chair

The University of Texas School of Law
Austin, TX

Ann M. Saegert—Co-Chair

Haynes and Boone, LLP
Dallas, TX

J. Cary Barton

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

Tommy Bastian

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Jeff Civins

Haynes and Boone, LLP
Austin, TX

Robert G. "Jerry" Converse

Of Counsel, Norton Rose Fulbright
Austin, TX

William S. Dahlstrom

Jackson Walker L.L.P.
Dallas, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

Charles E. Fiscus

Shackelford Melton & McKinley
Dallas, TX

James L. Gosdin

Stewart Title Guaranty Company
Houston, TX

Jay Hailey

DLA Piper LLP US
Austin, TX

Glenn Hall

Attorney at Law
Austin, TX

Martha Harris

Thompson & Knight LLP
Dallas, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Kevin M. Kerr

Attorney at Law
Dallas, TX

William H. Locke Jr.

Graves Dougherty Hearon & Moody
Austin, TX

Marilyn C. Maloney

Liskow & Lewis
Houston, TX

Laura L. McClellan

Thompson & Knight LLP
Dallas, TX

Janna R. Melton

Attorney at Law
Austin, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

John M. Nolan

Winstead PC
Dallas, TX

Kurt Nondorf

Jackson Walker L.L.P.
Houston, TX

Chris A. Peirson

PeirsonPatterson, LLP
Dallas, TX

Vytas A. Petrulis

Jackson Walker L.L.P.
Houston, TX

Paul D. Pruitt

Fidelity National Title Group
Austin, TX

Jane Snoddy Smith

Norton Rose Fulbright
Austin, TX

Richard L. Spencer

Dow Golub Remels & Beverly, LLP
Houston, TX

Jonathan Thalheimer

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

David W. Tomek

Attorney at Law
Dallas, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Philip D. Weller

DLA Piper LLP US
Dallas, TX

Joe F. Wheat

Attorney at Law
Houston, TX

Thomas M. Whelan

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

Credit Info

  • Austin
  • Dallas
MCLE Credit
Toggle view Texas – 14.00 hrs  |  2.75 hrs Ethics
Legal Specialization(s): Bankruptcy Law, 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 – 14.00 hrs  |  2.75 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 – 17.00 hrs  |  3.50 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 – 17.00 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) – 14.00 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 – 0.00 hr
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) – 0.00 hr
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 – 14.00 hrs  |  2.75 hrs Ethics
Legal Specialization(s): Bankruptcy Law, 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 – 14.00 hrs  |  2.75 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 – 17.00 hrs  |  3.50 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 – 17.00 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) – 14.00 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 – 0.00 hr
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) – 0.00 hr
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 18-19, 2014 – AT&T Conference Center
Conference Concluded
Dallas – Oct 2-3, 2014 – Cityplace Conference Center
Conference Concluded
Buy
  • Austin
  • Dallas
Individual
Last day for $550.00 Regular pricing: Sep 10, 2014

$600.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $495.00 Regular pricing: Sep 10, 2014

$545.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $440.00 Regular pricing: Sep 10, 2014

$490.00 for registrations received after this time

Last day for cancellation (full refund): Sep 12, 2014

$50 processing fee applied after this date

Last day for cancellation: Sep 15, 2014
Individual
Last day for $550.00 Regular pricing: Sep 26, 2014

$600.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $495.00 Regular pricing: Sep 26, 2014

$545.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $440.00 Regular pricing: Sep 26, 2014

$490.00 for registrations received after this time

Last day for cancellation (full refund): Sep 26, 2014

$50 processing fee applied after this date

Last day for cancellation: Sep 29, 2014

Venue

speaker

AT&T Conference Center

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

Accommodations

$174 room rate good through August 22, 2014 (subject to availability). Reserve your room online.

Parking Information

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

speaker

Cityplace Conference Center

2711 North Haskell Avenue
Dallas, TX
214.515.5100
Map

Parking Information

Complimentary self-parking.

Nearby Hotel Accommodations
speaker

Warwick Melrose Hotel Dallas

3015 Oak Lawn Avenue
Dallas, TX 75219
214.521.5151 (reservations)
Map

Accommodations

$159 room rate good through September 10, 2014 (subject to availability). 

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