55^th Annual William W. Gibson, Jr.

Mortgage Lending and Servicing Institute

Live Webcast Sep 16-17, 2021
Conference Concluded

Overview

UT Law's 55th Annual William W. Gibson, Jr. Mortgage Lending and Servicing Institute 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 highlights include:

Updates from the legislature and the courts, along with focused sessions on Advanced Commercial Lending and Residential Lending.
Insight into hot topics like seller financing, LIBOR transition, bankruptcy, and letters of credit.
Hear Dr. Perryman discuss his projections for growth and business activity in The Outlook for the US and Texas Economies in a Post-COVID-19 Environment.
Congressional and Administration Priorities Affecting Mortgage Counsel provides insight on what policymakers are prioritizing in the financial services arena and how it will affect mortgage lenders.
The Real Estate Legislative Affairs Committee (RELACs) reviews the legislature's response to COVID, ERCOT, and other fun acronyms.

Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.00/3.00 Texas MCLE requirement. All this makes the Institute the definitive real estate finance course of the year.

Event Schedule

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

Day 1 September 16, 2021
Day 2 September 17, 2021

Time

Credit

Subject

Speaker
Thursday Morning, Sep. 16, 2021
Presiding Officer:
Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
8:20 am

Welcoming Remarks
8:30 am

1.00 hr
0.25 hr ethics

Case Law Update – Part I

Discuss recent and significant Texas cases for the last year, with particular attention paid to cases involving new legal concepts or which materially alter or extend current jurisprudence.

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

Amanda R. Grainger, Winstead PC - Dallas, TX
J. Richard White, Winstead PC - Dallas, TX
9:30 am

5-Minute Break
9:35 am

0.75 hr

Legislative Update

The Real Estate Legislative Affairs Committee (RELACs) reviews the legislature's response to COVID, ERCOT, and other fun acronyms.

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

John H. "Jack" Miller III, Jack Miller Law, PLLC - Houston, TX
10:20 am

5-Minute Break
10:25 am

0.50 hr

Title Examination Standards – Amended and New

It seems a regular event these days that the legislature or the courts cause a change in our Title Examination Standards. Review recent impacts on passage of title upon death, adverse possession, cotenancy, and others. Good title and authority are essential to good collateral and lending underwriting.

Roland Love, Independence Title Company - Dallas, TX

Roland Love, Independence Title Company - Dallas, TX
10:55 am

10-Minute Break
11:05 am

0.75 hr

Congressional and Administration Priorities Affecting Mortgage Counsel

Learn what policymakers are prioritizing in the financial services arena and how it will affect mortgage lenders. Get an update on the Consumer Financial Protection Bureau, Federal Housing Finance Agency, House Financial Services Committee, and Senate Banking Committee.

Celia Winslow, American Financial Services Association - Washington, DC

Celia Winslow, American Financial Services Association - Washington, DC
11:50 am

5-Minute Break
11:55 am

0.75 hr ethics

Ethics in Real Estate Practice

Identify potential ethical pitfalls for lawyers and other dilemmas in a real estate practice.

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

Sam Johnson, Scott Douglass & McConnico LLP - Austin, TX
12:40 pm

Break for Lunch—Presentations resume at 1:00 p.m. (Webcast)
Thursday Afternoon, Sep. 16, 2021
Presiding Officer:
Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
LUNCHEON PRESENTATION
1:00 pm

1.00 hr

The Outlook for the US and Texas Economies in a Post-COVID-19 Environment

Dr. Perryman will describe his projections for growth in business activity as the economy recovers from the pandemic. Key trends will be discussed, including industry outlooks, areas of particular strength, potential challenges, and commercial and residential real estate markets.

M. Ray Perryman, The Perryman Group - Waco, TX

M. Ray Perryman, The Perryman Group - Waco, TX
2:00 pm

10-Minute Break
SPECIAL NOTICE

Please stay tuned for information on how to access the Advanced Commercial and Residential tracks. Materials for both tracks are available in the course materials. Approximately 4-6 weeks after the conference, the Advanced Commercial Lending and Residential Lending videos will both be available in "Your Briefcase."
Track A: Advanced Commercial Lending Track
Presiding Officer:
Michelle Moore Smith, Jackson Walker LLP - Austin, TX
2:10 pm

0.75 hr

Loan Modifications

Gregory Garner, Bank OZK - Austin, TX
Patrick O. Smith, Lackey & Smith PLLC - Austin, TX

Gregory Garner, Bank OZK - Austin, TX
Patrick O. Smith, Lackey & Smith PLLC - Austin, TX
2:55 pm

5-Minute Break
3:00 pm

0.50 hr

Land Use Due Diligence for Lenders

Land Use regulations (public and private) affect the ability for collateral to be used for the intended purpose. Learn what to review and how to identify, assess, mitigate and accept land use risk.

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

Reid Wilson, Wilson, Cribbs + Goren, P.C. - Houston, TX
3:30 pm

5-Minute Break
3:35 pm

0.50 hr

Arrows in the Quiver: Remedies for Commercial Real Estate Secured Loans

Review of potential remedies available to enforce and collect commercial real estate secured loans. What are the requirements? What are the pros and cons?

Brian Thompson Morris, Winstead PC - Dallas, TX

Brian Thompson Morris, Winstead PC - Dallas, TX
4:05 pm

5-Minute Break
4:10 pm

0.50 hr

Making Sure Your Deal is Financeable

Anticipating the requirements of your future lender.

Kent Newsome, Greenberg Traurig, LLP - Houston, TX

Kent Newsome, Greenberg Traurig, LLP - Houston, TX
4:40 pm

5-Minute Break
4:45 pm

0.50 hr

What is Negotiable in Loan Documents

Discuss issues, motivations and explanations of the loan document provisions that are typically negotiated in a commercial real estate lending transaction.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Track B: Residential Track
Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
2:10 pm

0.75 hr

Annotated Loan Modification

Focus on factors to consider when modifying for distressed borrower and its affect on priority. Discuss annotations related to Texas Home Equity, Fannie Mae / Freddie Mac Serviced loans and title insurance.

Dawn M. Lewallen, First American Title Insurance Company - Houston, TX

Dawn M. Lewallen, First American Title Insurance Company - Houston, TX
2:55 pm

5-Minute Break
3:00 pm

0.50 hr

Litigation Against Real Estate Brokers and Latest Trends

Craig Dowis, Thompson Coe - Dallas, TX

Craig Dowis, Thompson Coe - Dallas, TX
3:30 pm

5-Minute Break
3:35 pm

0.50 hr

Emerging Risk Trends in Fraud Detection and Prevention

Review the major considerations facing the financial services industry with regards to fraud actors, their methods, and industry considerations to enhance the detection and subsequent mitigation of fraud risk.

Nicholas Diieso, Citi - New York, NY

Nicholas Diieso, Citi - New York, NY
4:05 pm

5-Minute Break
4:10 pm

0.50 hr

Residential Mortgage Litigation Update

Review of Texas state and federal cases concerning origination and servicing of residential mortgages.

Daniel Durell, Locke Lord LLP - Austin, TX

Daniel Durell, Locke Lord LLP - Austin, TX
4:40 pm

5-Minute Break
4:45 pm

0.50 hr

Lender’s Closing Instructions and Texas Department of Insurance’s Procedural Rule P-35

Overview of the title industry’s standard practice and regulations regarding lender’s closing instructions. Additionally, gain insight into the push for future standardized closing instructions.

Blair Moore Raggio, Allegiance Title Company - Dallas, TX

Blair Moore Raggio, Allegiance Title Company - Dallas, TX
5:15 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, Sep. 17, 2021
Presiding Officer:
Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX
8:30 am

0.75 hr
0.25 hr ethics

Case Law Update – Part II

Discuss recent and significant Texas cases for the last year, with particular attention paid to cases involving new legal concepts or which materially alter or extend current jurisprudence.

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

Amanda R. Grainger, Winstead PC - Dallas, TX
J. Richard White, Winstead PC - Dallas, TX
9:15 am

5-Minute Break
9:20 am

0.50 hr

LIBOR Transition: Perspective and Recent Developments

An overview of recent developments in, and a perspective on, the transition away from the London Interbank Offered Rates (LIBOR) for variable rate loans.

This session was originally scheduled for Thursday, September 16th at 10:30 a.m., but has moved to Friday, September 17th at 9:20 a.m.

Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX

Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX
9:50 am

5-Minute Break
9:55 am

0.50 hr

Spelling Out Letters of Credit

A summary of history and governing law, as well as a smattering of drafting tips. Discuss updates and considerations arising out of the COVID-19 pandemic.

Allison Bastian-Rodriguez, Denton Navarro Rocha Bernal & Zech, P.C. - Harlingen, TX

Allison Bastian-Rodriguez, Denton Navarro Rocha Bernal & Zech, P.C. - Harlingen, TX
10:25 am

5-Minute Break
10:30 am

0.50 hr

Mechanics Liens and Legislative Changes From HB 2237 Effective January 1, 2022

A quick update on Texas Mechanics and Materialmens Liens with changes from the 2021 Regular Session of the Texas Legislature. Discuss new notice forms and requirements for a lien on retainage.

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

Steven E. Kennedy, McGuire, Craddock & Strother, P.C. - Dallas, TX
11:00 am

5-Minute Break
11:05 am

0.50 hr

Bankruptcy Topics for the Real Estate Lawyer; Free, Clear, and Beyond

Bankruptcy law can impact real estate transactions in a myriad of ways. This session will cover the treatment of commercial leases in bankruptcy and sales of property by the debtor-in-possession or trustee.

Michael D. Rubenstein, Liskow & Lewis - Houston, TX

Michael D. Rubenstein, Liskow & Lewis - Houston, TX
11:35 am

5-Minute Break
11:40 am

0.50 hr

New Developments and Hot Tips in Commercial Real Estate Mortgage Practice

Hear recent developments and hot topics in mortgage lending and servicing and related real estate matters.

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. - Austin, TX
Brian C. Rider, The University of Texas School of Law - Austin, TX

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. - Austin, TX
Brian C. Rider, The University of Texas School of Law - Austin, TX
12:10 pm

5-Minute Break
12:15 pm

0.50 hr

Escrow Agreements with Title Companies for Post-Closing Matters

An overview of the role of an Escrow Agent, types of Escrow Agents, escrow provisions of Contracts and the use of Post Closing Agreements.

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX
12:45 pm

5-Minute Break
12:50 pm

0.75 hr ethics

Ethics for Attorneys: Am I Your Lawyer?

Explore the point at which an attorney-client relationship forms. Discussion includes casual conversation, client intake, the effect and importance of disclaimers, and the risk of individual representation of corporate agents.

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX

Jason Boulette, Boulette Golden & Marin L.L.P. - Austin, TX
1:35 pm

Adjourn

Day 1 September 16, 2021
Day 2 September 17, 2021

Download Schedule

Conference Faculty

Allison Bastian-Rodriguez

Denton Navarro Rocha Bernal & Zech, P.C.
Harlingen, TX

Jason Boulette

Boulette Golden & Marin L.L.P.
Austin, TX

John P. Bruce

Heritage Title Company of Austin, Inc.
Austin, TX

Nicholas Diieso

Citi
New York, NY

Craig Dowis

Thompson Coe
Dallas, TX

Robert F. DuBois III

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

Daniel Durell

Locke Lord LLP
Austin, TX

Gregory Garner

Bank OZK
Austin, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Sam Johnson

Scott Douglass & McConnico LLP
Austin, TX

Steven E. Kennedy

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

Dawn M. Lewallen

First American Title Insurance Company
Houston, TX

Roland Love

Independence Title Company
Dallas, TX

John H. "Jack" Miller III

Jack Miller Law, PLLC
Houston, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

M. Ray Perryman

The Perryman Group
Waco, TX

Blair Moore Raggio

Allegiance Title Company
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Michael D. Rubenstein

Liskow & Lewis
Houston, TX

Patrick O. Smith

Lackey & Smith PLLC
Austin, TX

Jonathan Thalheimer

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

J. Richard White

Winstead PC
Dallas, TX

Reid Wilson

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

Celia Winslow

American Financial Services Association
Washington, DC

Planning Committee

Christopher W. Christensen—Co-Chair

PeirsonPatterson, LLP
Dallas, TX

Niles W. Holmes—Co-Chair

Niles Holmes, P.C.
Dallas, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Lorin Williams Combs

Winstead PC
Austin, TX

Sara E. Dysart

Attorney at Law
San Antonio, TX

James L. (Jim) Gosdin

Stewart Title Guaranty Company
Houston, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Mary S. Mendoza

Haynes and Boone, LLP
Austin, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Chris A. Peirson

Peirsonpatterson, LLP
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Jared Slade

Alston & Bird LLP
Dallas, TX

Michelle Moore Smith

Jackson Walker LLP
Austin, TX

Reid Wilson

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

Celia Winslow

American Financial Services Association
Washington, DC

Credit Info

Live Webcast

MCLE Credit

Texas – 12.00 hrs | 2.00 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer 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 Completion will be emailed to you upon claiming credit. 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.

California – 12.00 hrs | 2.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
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.

MCLE credit is presented based on a 60-minute credit hour.

Oklahoma – 14.50 hrs | 2.50 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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. 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.

Pennsylvania – 12.00 hrs | 2.00 hrs Ethics

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 12.00 hrs | 2.00 hrs Ethics

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 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. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

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

TX Accounting CPE – 14.50 hrs

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 us at accreditation@utcle.org if you have additional questions.

TX Real Estate Commission (TREC) – 12.00 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

Live Webcast – Sep 16-17, 2021

Conference Concluded

Buy

Live Webcast

Individual
Last day for $595.00 Regular pricing: Sep 8, 2021
$645.00 for registrations received after this time

Group (5 registrants minimum)
$535.00

Group (10 registrants minimum)
$475.00

Cancellation Policy
Last day for full refund cancellation: Sep 10, 2021
$50 processing fee applied after this date
Last day for cancellation: Sep 13, 2021

Mortgage Lending and Servicing Institute

Overview

Event Schedule

Thursday Morning, Sep. 16, 2021

Thursday Afternoon, Sep. 16, 2021

Friday Morning, Sep. 17, 2021

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

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