58^th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Sep 12-13, 2024 AT&T Conference Center
Conference Concluded

Live Webcast Sep 12-13, 2024
Conference Concluded

Buy

Related products: eConferences Materials

Download Brochure (PDF)

Overview

UT Law CLE's 58th Annual William W. Gibson, Jr. Mortgage Lending 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:

The popular two-part Case Law Update, presented by Amanda Granger and Richard White, provides updates on recent and significant Texas cases involving new legal concepts which materially alter or extend current jurisdiction.
Niles Holmes, Brian Morris, and Tom Whelan provide a two-part session exploring the many options to workouts, foreclosure, deed-in-lieu, receivership and judicial and non-judicial remedies.
Dr. Will McIntosh from Affinius Capital delivers insights on where interest rates and mortgage marking are likely heading, in Thursday’s Luncheon presentation, Interest Rates and The Mortgage Market: What’s Next?
Transaction Lessons Learned at the Courthouse, presented by J. Edwin Martin, introduces creative ways to create winning paper trails focusing on the transactional documents presented to trial courts.
John Bruce in FinCEN Developments explores the government regulatory activity of FinCEN as it relates to real estate and real estate lending.

Don’t miss the chance to hear these great sessions and many more presentations presented by recognized experts in the mortgage lending and servicing community.

Event Schedule

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

Day 1 September 12, 2024
Day 2 September 13, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Sep. 12, 2024
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, TX
8:00 am
Austin Only

Registration Opens

Includes continental breakfast.
8:30 am

Welcoming Remarks
8:40 am

0.75 hr

Case Law Update – Part I

Discuss recent and significant Texas cases from 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
9:25 am

0.75 hr
0.25 hr ethics

Part 1: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices...

The panel will share lessons learned from past cycles and what is different about this one. They will also discuss their general approach to problem loans, and the primary questions that guide the resolution process.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Brian Thompson Morris, Winstead PC - Dallas, TX
Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX
10:10 am

15-Minute Break
10:25 am

1.50 hrs
0.50 hr ethics

Part 2: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices...

The panel will share lessons learned from past cycles and what is different about this one. They will also discuss their general approach to problem loans, and the primary questions that guide the resolution process.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Brian Thompson Morris, Winstead PC - Dallas, TX
Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX
11:55 am

Q&A and Wrap: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Brian Thompson Morris, Winstead PC - Dallas, TX
Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX
12:00 pm
Austin Only

Pick Up Lunch (in Austin)
Thursday Afternoon, Sep. 12, 2024
Presiding Officer:
Chris Peirson, PeirsonPatterson, LLP - Dallas, TX
LUNCHEON PRESENTATION
12:20 pm

0.75 hr

Interest Rates and the Mortgage Market: What’s Next?

The economy, inflation, and interest rates have created much uncertainty in the mortgage markets. Learn where interest rates and the mortgage market are likely headed.

Dr. Will McIntosh, Affinius Capital - San Antonio, TX
1:05 pm

15-Minute Break
1:20 pm

1.00 hr

Intercreditor Agreements – Avoiding Lender-on-Lender Violence in the Closing Process

An examination of intercreditor agreements from the perspective of each of the borrower, the senior lender and the mezzanine lender.

Kevin A. Sullivan, Winstead PC - Austin and Dallas, TX
2:20 pm

0.75 hr

Real Estate Bankruptcy

Hear a discussion on Subchapter V, lender and lessor relations, 363 sales, third-party releases, and related market trends affecting lenders in bankruptcy cases including a review of recent cases decided by the U.S. Supreme Court and in the Fifth Circuit.

Victoria N. Argeroplos, Jackson Walker LLP - Houston, TX
Beau Butler, Jackson Walker LLP - Austin, TX
Maha Ghyas, Jackson Walker LLP - Houston, TX
3:05 pm

0.50 hr

Title Insurance: Common Title Issues & Fixes

Hear a title insurance update including common title issues that arise in a transaction and how to clean up a title after a project as gone wrong.

Heidi E. Junge, Stewart Title Guaranty Company - San Antonio, TX
3:35 pm

10-Minute Break
3:45 pm

0.75 hr
0.25 hr ethics

Transactional Lessons Learned at the Courthouse

Litigation is a popularity contest. This presentation provides lodestars for creating winning paper trails, focusing on the transactional documents presented to trial courts at temporary-restraining-order hearings, temporary-injunction hearings, summary-judgment hearings, pretrial evidentiary hearings, bench trials, and jury trials.

J. Edwin Martin, J. Edwin Martin Attorney and Counselor at Law - Dallas, TX
4:30 pm

0.75 hr

FinCEN Developments

FinCEN is a federal government level regulatory activity which involves real estate transactions, requiring filing of disclosures of ownership of corporations, LLCs and other entities. This is the Corporate Transparency Act, but, more important to real estate and real estate lending, is a second set of proposed regulations which would require attorneys and others involved in residential real estate closings to "turn in" clients and client information for the purposes of tracking illegal activity.

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX
5:15 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, Sep. 13, 2024
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, TX
8:00 am
Austin Only

Conference Room Opens

Includes continental breakfast.
8:30 am

0.75 hr

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
9:15 am

1.00 hr

Hot Topics

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

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. / Adjunct Professor Texas Law - Austin, TX
Brian C. Rider, The University of Texas School of Law - Austin, TX
10:15 am

15-Minute Break
10:30 am

0.50 hr

Give Me a (Tax) Break: Considerations for Affordable and Workforce Housing Transactions Utilizing Public Facility Corporations (PFCs)

In recent years housing has become increasingly difficult to develop due to rising interest rates and construction costs, but innovative financing strategies that leverage property tax exemptions available to public facility corporations (PFCs) and other similar entities have allowed communities in Texas to continue growing. Examine the basics of PFCs, including their formation, legal requirements and recent legislative changes, and some of the pitfalls and best practices when considering a public-private partnership with a PFC.

Summer Greathouse, Bracewell - San Antonio, TX
11:00 am

0.50 hr

How it Works: C-PACE Financing

Hear about the building blocks of the Commercial Property Assessed Clean Energy program in Texas. Gain valuable insights on the mechanics of C-PACE financing and how it can be leveraged to fill gaps in the capital stack.

Mansoor Ghori, Petros PACE Finance - Austin, TX
Glenn Silva, Lone Star PACE - Frisco, TX
11:30 am

1.00 hr ethics

AI: Friend or Foe?

Has Judgment Day come? Is Skynet about to destroy humanity? Nah…not yet. Until our computer overlords take charge, Generative AI can be a helpful new tool for sorting through the vast amounts of data and knowledge on the Internet. Walk through the basics of using Generative AI and hear some pointers on how you can make it work for you and your practice.

Daniel C. Wood, Pillsbury Winthrop Shaw Pittman LLP - Austin, TX
12:30 pm

Adjourn

Day 1 September 12, 2024
Day 2 September 13, 2024

Download Schedule

Conference Faculty

Victoria N. Argeroplos

Jackson Walker LLP
Houston, TX

John P. Bruce

Heritage Title Company of Austin, Inc.
Austin, TX

Beau Butler

Jackson Walker LLP
Austin, TX

Robert F. DuBois III

DuBois, Bryant & Campbell, L.L.P. / Adjunct Professor Texas Law
Austin, TX

Mansoor Ghori

Petros PACE Finance
Austin, TX

Maha Ghyas

Jackson Walker LLP
Houston, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Summer Greathouse

Bracewell
San Antonio, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Heidi E. Junge

Stewart Title Guaranty Company
San Antonio, TX

J. Edwin Martin

J. Edwin Martin Attorney and Counselor at Law
Dallas, TX

Dr. Will McIntosh

Affinius Capital
San Antonio, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Glenn Silva

Lone Star PACE
Frisco, TX

Kevin A. Sullivan

Winstead PC
Austin and Dallas, TX

Thomas M. Whelan

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

J. Richard White

Winstead PC
Dallas, TX

Daniel C. Wood

Pillsbury Winthrop Shaw Pittman LLP
Austin, TX

Planning Committee

Amanda R. Grainger—Chair

Winstead PC
Dallas, TX

Christopher W. Christensen

National Association of Realtors
Washington, DC

James L. (Jim) Gosdin

Stewart Title Guaranty Company
Houston, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Dawn M. Lewallen

First American Title Insurance Company
Houston, TX

Mary S. Mendoza

Haynes Boone, LLP
Austin, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Chris Peirson

PeirsonPatterson, LLP
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

April Rogers

The University of Texas School of Law
Austin, TX

Michelle Moore Smith

Jackson Walker LLP
Austin, TX

C. Charles Townsend

Hinshaw & Culbertson LLP
Dallas, TX

Thomas M. Whelan

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

Reid Wilson

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

MCLE Credit

Texas – 11.25 hrs | 2.00 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer Law, Property Owners Association 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.

California – 11.25 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.

Oklahoma – 13.50 hrs | 2.50 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.

Pennsylvania – 11.00 hrs | 2.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. 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.

Other States – 11.25 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.

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 provided to other licensing authorities as needed.

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

Other Credit

TX Accounting CPE – 13.50 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.

TX Real Estate Commission (TREC) – 11.25 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

Texas – 11.25 hrs | 2.00 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer Law, Property Owners Association 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 – 11.25 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 – 13.50 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 – 11.00 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 – 11.25 hrs | 2.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

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 – 13.50 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) – 11.25 hrs

Key Dates

Austin – Sep 12-13, 2024 – AT&T Conference Center

Conference Concluded

Live Webcast – Sep 12-13, 2024

Conference Concluded

Buy

Austin
Live Webcast

Individual
Last day for $645.00 Regular pricing: Aug 28, 2024

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $580.00 Regular pricing: Aug 28, 2024

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $515.00 Regular pricing: Aug 28, 2024

$615.00 for registrations received after this time

Last day for cancellation (full refund): Sep 6, 2024

$50 processing fee applied after this date

Last day for cancellation: Sep 9, 2024

Individual
Last day for $645.00 Regular pricing: Aug 28, 2024

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $580.00 Regular pricing: Aug 28, 2024

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $515.00 Regular pricing: Aug 28, 2024

$615.00 for registrations received after this time

Add-on
Last day for cancellation (full refund): Sep 6, 2024

$50 processing fee applied after this date

Last day for cancellation: Sep 9, 2024

Venue

AT&T Conference Center

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

Accommodations

A limited number of rooms are available at a rate of $204 per night. Please use this link to book your reservation. Special room rate is available until August 11, 2024, or until the room block is exhausted, whichever comes first.

Parking Information

Parking is available in the conference center's attached garage, as well as Rowling Hall Garage. Both garage entrances are located on W 20th St. Guests may self-park or use the hotel's valet services at the University Avenue entrance. Parking rates are subject to change without notice.

Self-parking fees:

Hourly Parking:
0-30 minutes, $3
31-60 minutes, $4
1– 2 hours, $6
2– 3 hours, $9
3– 4 hours, $12
4– 5 hours, $15
5– 8 hours, $18
8– 24 hours, $21
Lost ticket, $42

Valet Parking Rates:
Daily valet: $21
Overnight valet: $38

Additional Information

The conference will take place in Classroom 101 which is located on level M1 of the AT&T Conference Center.

58th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Sep 12-13, 2024 AT&T Conference Center Conference Concluded

Live Webcast Sep 12-13, 2024 Conference Concluded

Buy

Related products: eConferences Materials

Overview

Event Schedule

Thursday Morning, Sep. 12, 2024

Thursday Afternoon, Sep. 12, 2024

Friday Morning, Sep. 13, 2024

Conference Faculty

Victoria N. Argeroplos

John P. Bruce

Beau Butler

Robert F. DuBois III

Mansoor Ghori

Maha Ghyas

Amanda R. Grainger

Summer Greathouse

Niles W. Holmes

Heidi E. Junge

J. Edwin Martin

Dr. Will McIntosh

Brian Thompson Morris

Brian C. Rider

Glenn Silva

Kevin A. Sullivan

Thomas M. Whelan

J. Richard White

Daniel C. Wood

Planning Committee

Amanda R. Grainger—Chair

Christopher W. Christensen

James L. (Jim) Gosdin

Niles W. Holmes

Dawn M. Lewallen

Mary S. Mendoza

Brian Thompson Morris

Kent Newsome

Chris Peirson

Brian C. Rider

April Rogers

Michelle Moore Smith

C. Charles Townsend

Thomas M. Whelan

Reid Wilson

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Additional Information

Stay in the loop with UT Law CLE

58^th Annual William W. Gibson, Jr.

Austin Sep 12-13, 2024 AT&T Conference Center
Conference Concluded

Live Webcast Sep 12-13, 2024
Conference Concluded