About

The 51st Annual William W. Gibson, Jr. Mortgage Lending Institute—the definitive real estate finance course of the year—presents current developments and industry trends, offers practical information on real estate lending, financing and title issues, and provides a must-have set of materials and resources.

This year's institute offers the opportunity to:

  • Examine the latest developments in Texas Case Law and from the Texas Legislature and how they may impact your practice
  • Evaluate the multifaceted issues that can arise when retail goes awry with insight into environmental challenges and complex property rights
  • Assess how technology can improve your practice and how it may present unique ethical pitfalls
  • Explore how bankruptcy, land use, and estates law can impact mortgage lending
  • Review the foreclosure process and the practical concerns it raises, including discussion of recent statutory and case law developments affecting the process
  • Earn up to 13.50 hours of MCLE credit, including 1.75 hours of ethics, and choose between concurrent sessions on Commercial and Residential Lending
Come a day early for The Future of Residential Mortgage Lending: a deep dive into the residential mortgage industry, featuring a half-day of programming designed to foster meaningful learning and networking opportunities with interaction among the participants and speakers,
 

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    Presiding Officer:
    Tommy Bastian, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX
  • 8:00 am
    Austin Only
    Registration Opens

    Includes continental breakfast.
  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    0.75 hr
    Developments from the Texas Legislature

    John H. "Jack" Miller III, Irelan McDaniel, PLLC - Houston, TX

    Hear a report on the laws passed by the 85th Texas Legislature affecting mortgage lending and the practice of real estate law.
  • 9:45 am
    0.50 hr
    A Checklist for Commercial Loans

    Mary S. Axelrad, Gray Reed & McGraw LLP - Houston, TX

    Examine lender requirements for closing a commercial real estate loan transaction, highlighting issues and pitfalls that can surface and derail almost any closing. 
  • 10:15 am
    Break

  • 10:30 am
    0.50 hr
    Land Use Law in the Loan Process: Issue Spotting and Resolution

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

    Explore land use due diligence for a loan and alternatives to keep the loan proceeding to closing, with insight into both public land use (zoning, platting, permitting, and development agreements) and private land use (deed restrictions, easements, and reciprocal agreements).
  • 11:00 am
    0.50 hr
    Foreclosure Refresher: The Updated Basics

    Brian Thompson Morris, Winstead PC - Dallas, TX

    Get a step-by-step refresher on the foreclosure process, with a focus on practical concerns, and an update regarding recent statutory changes and case law impacting the process.  
  • 11:30 am
    0.50 hr
    Texas Estates Code Redefines Secured Creditor's Rights and Remedies

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

    Upon a borrower’s death, not only are the secured creditor’s rights redefined by the Texas Estates Code, the enforcement of its rights is stayed until a probate estate is opened for the deceased borrower. Travel with the secure creditor as it elects when and how it will be paid.
  • 12:00 pm
    Austin Only
    Pick Up Lunch

  • Thursday Afternoon
    Presiding Officer:
    Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:20 pm
    0.75 hr
    U.S. Housing Market Trends: An Insider’s Perspective 

    Ed Delgado, Five Star Institute - Dallas, TX

    The 2008 housing collapse shook the U.S. economy to its foundation. Hear from an industry leader on how it all happened and what conditions exist today that may cause another meltdown in the market.  
  • 1:05 pm
    Break

  • Concurrent Sessions
  • Track description: Commercial Lending Presiding Officer:
    Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX
  • SPECIAL NOTICE: Live Webcast Includes Commercial Lending Only

    The live webcast includes the Commercial Lending track but not the Residential Lending track. Materials for both tracks are available in the course materials. Approximately 6-8 weeks after the conference, the Commercial Lending video and Residential Lending audio will both be available in "Your Briefcase."
  • 1:20 pm
    0.50 hr
    Mortgage Loan Modifications

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

    Think you know everything about mortgage loan modifications? Think again. Review thorny issues relating to mortgage loan modifications, including who has consent and how to record, and learn something new in the process.
  • 1:50 pm
    0.50 hr
    Unusual Collateral in Real Estate Finance: Cars and Boats and Planes, Oh My!

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

    Survey some of the unusual kinds of collateral requested or needed by real estate lenders.
  • 2:20 pm
    0.50 hr
    0.25 hr ethics
    Make Life Better: Leveraging Tech

    Keith H. Mullen, Shackelford, Bowen, McKinley & Norton, LLP - Dallas, TX

    Get practical tips on using technology designed to help improve your practice and your day.
  • 2:50 pm
    0.50 hr
    Beware the Boilerplate

    Linda Stahl, Carter Scholer PLLC - Dallas, TX

    A loan is only as good as its documents. When the time comes to enforce a loan or guaranty, the devil is in the drafting—and that includes those standard provisions at the back of the document. Drafters tempted to copy these terms from deal to deal as mere “boilerplate” do so at their peril, because these standard provisions can have case-dispositive effect. Drawing on real case studies, learn why contract terms involving waiver, merger and integration, choice of law and venue, and others deserve a second look.
  • Track description: Residential Lending Presiding Officer:
    Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
  • SPECIAL NOTICE: Live Webcast Does Not Include Residential Lending

    The live webcast includes the Commercial Lending track but not the Residential Lending track. Materials for both tracks are available in the course materials. Approximately 6-8 weeks after the conference, the Commercial Lending video and Residential Lending audio will both be available in "Your Briefcase."
  • 1:20 pm
    Austin Only
    0.50 hr
    0.25 hr ethics
    Excess Proceeds: Deceptively Simple or Just Plain Simple?

    Robert D. Forster II, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX

    Who is entitled to excess proceeds after a foreclosure sale – inferior lienholders, borrowers, or nefarious others? Explore the intricacies associated with a seemingly straightforward process and how it can become a convoluted quandary.  
  • 1:50 pm
    Austin Only
    0.50 hr
    TRID Update for Residential Transactions

    Janet S. Minke, Alliant National Title Insurance Co. - Fort Worth, TX

    Review the general provisions of the TILA/RESPA Integrated Disclosure rule (TRID) and hear an update on current issues and areas of discussion.
  • 2:20 pm
    Austin Only
    0.50 hr
    Lender "No Nos"

    Molly Ann Rogers, Texas Rio Grande Legal Aid - Austin, TX

    Gain insight into consumer claims for homestead protection.
  • 2:50 pm
    Austin Only
    0.50 hr
    Changes to Home Equity Lending 2017

    Thomas F. Vetters II, Robertson Anschutz Vetters - Austin, TX

    Survey the top ten issues Texas home equity lenders face, including discussion of SJR 60 and why the vote on November 7, 2017 matters.
  • 3:20 pm
    Break

  • 3:30 pm
    0.50 hr
    Electronic Notarization

    John Fleming, Law Office of John Fleming - Austin, TX

    Has Texas set the national standard for online notarization? How online notarization will change the real estate practice.  
  • 4:00 pm
    1.00 hr ethics
    Ethics in Real Estate Practice

    Sam Johnson, Scott Douglass & McConnico LLP - Austin, TX

    Identify potential ethical pitfalls for lawyers and other dilemmas in a real estate practice.
  • 5:00 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officer:
    Karen M. Neeley, Kennedy Sutherland LLP - Austin, TX
  • 8:00 am
    Austin Only
    Conference Room Opens

    Includes continental breakfast.
  • 9:00 am
    0.75 hr
    Texas Case Law Update

    J. Richard White, Winstead PC - Dallas, TX
    Amanda Grainger, Winstead PC - Dallas, TX

    Explore recent and significant Texas cases over the last year with particular attention to cases involving new legal concepts or which materially alter or extend current jurisprudence.
  • 9:45 am
    0.50 hr
    Bankruptcy Law Update

    Hon. Tony M. Davis, U.S. Bankruptcy Court, Western District of Texas - Austin, TX

    Get an update on bankruptcy issues that impact the real estate practice, including discussion of Husky v. Ritz, Jevic, and "golden shares."
  • 10:15 am
    0.50 hr
    How to Foreclose Personal Property

    Frances Anne Luttrel Smith, Shackelford, Melton & McKinley - Dallas, TX

    Gain practical guidance on how to foreclose on personal property under Article 9 of the UCC and the Texas Business and Commerce Code. Discuss the issues that may arise, including how to give proper notice, conduct a private or public sale, and repossess and dispose of collateral.
  • 10:45 am
    Break

  • 11:00 am
    0.50 hr
    Construction Loans and Contractor Documents

    Joe R. Basham, Allensworth and Porter, L.L.P. - Austin, TX

    Hear a contractor’s perspective on lender’s consent and assignment forms.
  • 11:30 am
    0.50 hr
    ABCs of Development Infrastructure Finance

    Corey Admire, Shupe Ventura PLLC - Dallas, TX

    "I'd like to create a [PID, MUD, TIRZ, TIF, MMD, Type A, Type B, ]."  Each is an economic development tool that can be used to finance or reimburse a developer for, among other things, the costs of certain infrastructure projects. Learn how to find the right tool for the right project.
  • 12:00 pm
    0.50 hr
    Title Policy Key Provisions, The Duty to Defend, and Claims

    Dawn Lewallen, Stewart Title Guaranty Company - Houston, TX

    Focus on key provisions of the title insurance policy including determination and timing of loss, duty of defense, and exclusions from coverage. Discuss recent cases and how Texas courts have construed these provisions.
  • 12:30 pm
    Austin Only
    Pick Up Lunch

  • Friday Afternoon
    Presiding Officer:
    Brian C. Rider, The University of Texas School of Law - Austin, TX
  • LUNCHEON PRESENTATION
  • 12:50 pm
    0.75 hr
    Challenges and Opportunities in Emerging Market Real Estate

    Tony Ciochetti, UTSA College of Business - San Antonio, TX

    Nearly 70 percent of all real estate development is occurring outside of the U.S. What drives this growth and why should it matter to all of us in the U.S.? See a glimpse of the issues facing outbound investors, and what inbound capital is seeking.
  • 1:35 pm
    Break

  • 1:50 pm
    0.50 hr
    Title Insurance in Wind and Solar Projects

    Joel Atkins, Chicago Title Insurance Company - Dallas, TX

    Hear an overview of title insurance in wind and solar projects with a focus on assembling title, deal structure, and special title risk evaluations.
  • 2:20 pm
    0.50 hr
    Retail Resuscitation: Environmental Challenges for Reanimation

    Steve Morton, K&L Gates LLP - Austin, TX

    Whether you think retail is dying or not, there are plenty of examples of shuttered malls and other retail outlets. Listen to a quick overview of successful redevelopments and come away with an outline of environmental issues and solutions that might be involved in your next project.  
  • 2:50 pm
    0.50 hr
    Deconstruction and Reconstruction: New Life For A Dead Mall

    Jay Hailey, DLA Piper LLP (US) - Austin, TX

    Developing and operating a large retail shopping mall, with several separately-owned anchor stores, requires carefully drafted and coordinated covenants, restrictions, access easements, joint parking agreements, operating agreements, ground leases, and other real estate interests. But what happens when this use of the property becomes obsolete and there are new redevelopment opportunities? Using a case study, examine what has to be done to deconstruct the complex set of property rights and interests and create new redevelopment opportunities.             
  • 3:20 pm
    Break

  • 3:30 pm
    0.50 hr
    Current Hot Topics and Quick Tips

    Travis J. Siebeneicher, DuBois, Bryant & Campbell, L.L.P. - Austin, TX
    Richard L. Spencer, Zeidman Spencer Beverly & Holt, LLP - Houston, TX

    Hear about recent developments and hot topics in mortgage lending and related real estate matters.
  • 4:00 pm
    0.50 hr ethics
    Technology and Ethics

    Laura L. McClellan, FisherBroyles, LLP - Dallas, TX

    Hear an overview of lawyers’ ethical obligations—and tips on avoiding potential ethical pitfalls—with respect to the technology we all use.
  • 4:30 pm
    Adjourn

Conference Faculty

Corey Admire

Shupe Ventura PLLC
Dallas, TX

Joel Atkins

Chicago Title Insurance Company
Dallas, TX

Mary S. Axelrad

Gray Reed & McGraw LLP
Houston, TX

J. Cary Barton

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

Joe R. Basham

Allensworth and Porter, L.L.P.
Austin, TX

Tony Ciochetti

UTSA College of Business
San Antonio, TX

Hon. Tony M. Davis

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

Ed Delgado

Five Star Institute
Dallas, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

John Fleming

Law Office of John Fleming
Austin, TX

Robert D. Forster II

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Amanda Grainger

Winstead PC
Dallas, TX

Jay Hailey

DLA Piper LLP (US)
Austin, TX

Sam Johnson

Scott Douglass & McConnico LLP
Austin, TX

Dawn Lewallen

Stewart Title Guaranty Company
Houston, TX

Laura L. McClellan

FisherBroyles, LLP
Dallas, TX

John H. "Jack" Miller III

Irelan McDaniel, PLLC
Houston, TX

Janet S. Minke

Alliant National Title Insurance Co.
Fort Worth, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Steve Morton

K&L Gates LLP
Austin, TX

Keith H. Mullen

Shackelford, Bowen, McKinley & Norton, LLP
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Molly Ann Rogers

Texas Rio Grande Legal Aid
Austin, TX

Travis J. Siebeneicher

DuBois, Bryant & Campbell, L.L.P.
Austin, TX

Frances Anne Luttrel Smith

Shackelford, Melton & McKinley
Dallas, TX

Richard L. Spencer

Zeidman Spencer Beverly & Holt, LLP
Houston, TX

Linda Stahl

Carter Scholer PLLC
Dallas, TX

Thomas F. Vetters II

Robertson Anschutz Vetters
Austin, TX

J. Richard White

Winstead PC
Dallas, TX

Reid C. Wilson

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

Planning Committee

Tommy Bastian—Co-Chair

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Brian C. Rider—Co-Chair

The University of Texas School of Law
Austin, TX

Deborah Salzberg—Director

The University of Texas School of Law
Austin, TX

J. Cary Barton

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

Sipra S. Boyd

Roberts Markel Weinberg Butler Hailey PC
Houston, TX

Christopher W. Christensen

PeirsonPatterson, LLP
Dallas, TX

Lorin Williams Combs

Winstead PC
Austin, TX

Robert G. Converse

Norton Rose Fulbright
Austin, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

Charles Fiscus

Shackelford, Melton, McKinley & Norton, LLP
Dallas, TX

James L. Gosdin

Stewart Title Guaranty Company
Houston, TX

Harrell G. "Glenn" Hall Jr.

Attorney at Law
Austin, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Kevin M. Kerr

Attorney at Law
Dallas, TX

Marilyn C. Maloney

Liskow & Lewis
Houston, TX

Laura L. McClellan

FisherBroyles, LLP
Dallas, TX

Mark McPherson

McPherson LawFirm, PC
Dallas, TX

Janna R. Melton

Attorney at Law
Austin, TX

Mary S. Mendoza

Haynes and Boone, LLP
Austin, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Julian M. Moss Jr.

Attorney at Law
Houston, TX

Karen M. Neeley

Kennedy Sutherland LLP
Austin, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Chris A. Peirson

PeirsonPatterson, LLP
Dallas, TX

Paul D. Pruitt

Fidelity National Title Group
Austin, TX

Jane Snoddy Smith

Norton Rose Fulbright
Austin, TX

Joe F. Wheat

Attorney at Law
Houston, TX

Thomas M. Whelan

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

MarJuana Bush Williams

Orgain Bell & Tucker, LLP
Beaumont, TX

Reid C. Wilson

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

Credit Info

MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.
Other Credit
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 will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
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
 
https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance at the conference.
MCLE Credit
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Note on Self-Reporting Your Credits in Another State
f you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour.
Other Credit
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
No Additional Credit Information.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance once you complete the course.

Key Dates

Austin – Sep 28-29, 2017 – AT&T Conference Center
Conference Concluded
Live Webcast – Sep 28-29, 2017
Conference Concluded
Buy
Austin
Last day for Individual early registration: Sep 27, 2017

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Sep 27, 2017

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Sep 27, 2017

Add $50 for registrations received after this time

Last day for cancellation (full refund): Sep 22, 2017
Last day for cancellation (partial refund): Sep 25, 2017

$50 processing fee applied

Live Webcast
Last day for cancellation (full refund): Sep 22, 2017
Last day for cancellation (partial refund): Sep 25, 2017

$50 processing fee applied

Venue

speaker

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

Accommodations

Special Room Rate: $189 good through September 8, 2017. Reference "Mortgage Lending 2017" when you call reservations or follow the link below. (subject to availability)  

Reservations: 
https://resweb.passkey.com/go/UTMORT0917 
 

Parking Information

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

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