60^th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Sep 24-25, 2026 AT&T Conference Center $675 Individual | $775 after Sep 9 $605 Group rate per person (5 registrants minimum) | $695 after Sep 9 $540 Group rate per person (10 registrants minimum) | $620 after Sep 9

Live Webcast Sep 24-25, 2026 $775 Individual $695 Group rate per person (5 registrants minimum) $620 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Overview

Join leading experts at UT Law CLE’s 60th Annual William W. Gibson, Jr. Mortgage Lending Institute, Texas’ premier mortgage lending conference. Stay ahead in Mortgage Lending and Real Estate Law for this two-day event of essential updates, practical guidance, and in-depth discussions on the latest legal and industry developments.

Event Schedule

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

Day 1 September 24, 2026
Day 2 September 25, 2026

Time

Credit

Subject

Speaker
Thursday Morning, Sep. 24, 2026
Presiding Officer:
Brian C. Rider, The University of Texas School of Law - Austin, 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 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
9:25 am

0.50 hr

Developments and Hot Tips for Participants in Mortgage Lending and Servicing

Hear about recent developments and hot topics in mortgage lending and servicing and related areas.

Brian C. Rider, The University of Texas School of Law - Austin, TX
Michelle Moore Smith, Jackson Walker LLP - Austin, TX

Brian C. Rider, The University of Texas School of Law - Austin, TX
Michelle Moore Smith, Jackson Walker LLP - Austin, TX
9:55 am

15-Minute Break
10:10 am

0.50 hr

Surveys, Survey Requirement and Required Forms from a Title Insurance Perspective

What is a survey and what makes it acceptable for a typical real estate transaction? Discuss requirements, content, practical expectations, and the use of old surveys in current transactions.

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

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX
10:40 am

0.75 hr
0.25 hr ethics

Top 10 Rules for Ethical and Effective Negotiations

This session outlines the top ten rules that guide ethical, effective negotiations in mortgage lending, with a focus on compliance, transparency, and professional responsibility.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Kent Newsome, Greenberg Traurig, LLP - Houston, TX

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Kent Newsome, Greenberg Traurig, LLP - Houston, TX
11:25 am
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Sep. 24, 2026
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, TX
LUNCHEON PRESENTATION
11:45 am

1.00 hr
0.25 hr ethics

AI Data Centers – Financeability and Risks

Explore project finance, securitizations, joint ventures, and private equity models being used to finance multi-billion dollar data centers and the unique legal, commercial, and technical considerations in these deals. Also, address key risks that participants must address. Topics covered include: how data center deals are different from traditional real estate financing; financeable leases and the importance of understanding collateral (CDUs, generators, and GPUs); and guaranties and credit enhancements.

Ammad Waheed, Norton Rose Fulbright US LLP - Houston, TX

Ammad Waheed, Norton Rose Fulbright US LLP - Houston, TX
12:45 pm

15-Minute Break
1:00 pm

1.00 hr

The Latest and Greatest with 1031 Exchanges

The keys, pitfalls, and biggest surprises around 1031 exchanges.

Greg Lehrmann, Excel 1031 Exchange, LLC - Austin, TX

Greg Lehrmann, Excel 1031 Exchange, LLC - Austin, TX
2:00 pm

0.75 hr
0.25 hr ethics

Statutory Snares, Snags, Traps, and Pitfalls in Mortgage Lending Transactions

This presentation covers statutes (new and old) that purport solve lien, title, authority, and other issues. Topics include filing and expunging lis pendens, clearing titled of fraudulent liens and deeds, filing effective notice of contracts of sale, and other issues that might require a trip to the courthouse.

Jared Slade, Alston & Bird LLP - Dallas, TX
Thomas M. Whelan, Thalheimer, Cipione, Whelan & Morgan, PLLC - Dallas, TX

Jared Slade, Alston & Bird LLP - Dallas, TX
Thomas M. Whelan, Thalheimer, Cipione, Whelan & Morgan, PLLC - Dallas, TX
2:45 pm

15-Minute Break
3:00 pm

1.00 hr ethics

Cautionary Tales of Attorney Misconduct and Ethics Don’ts

A discussion of several different case studies in matters related to mortgage lending and real estate where things went sideways for lawyers due to their misconduct, the consequences of that misconduct, ethical issues raised in each case study and a discussion of the specific disciplinary rules and ethics opinions implicated.

Carrie Phaneuf, Texas Lawyers Insurance - Austin, TX

Carrie Phaneuf, Texas Lawyers Insurance - Austin, TX
4:00 pm

1.00 hr
0.50 hr ethics

Today’s Changing Practice: Practical Guidance on the Usage of AI in Commercial Real Estate Practice

A practical look at how AI tools are being used in commercial real estate practice today—where they add real value across diligence, drafting, and transaction management, and the ethical and confidentiality guardrails practitioners need to apply when using artificial intelligence, including generative artificial intelligence.

Reed A. Standly, Standly Law Group - Dallas, TX

Reed A. Standly, Standly Law Group - Dallas, TX
5:00 pm
Austin Only

Adjourn to Reception

Thank You to Our Sponsor

Excel 1031 Exchange, LLC

Time

Credit

Subject

Speaker
Friday Morning, Sep. 25, 2026
Presiding Officer:
Reid Wilson, Wilson Cribbs + Goren, P.C. - Houston, 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 from the last year, with particular attention paid to cases involving new legal concepts 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

0.75 hr

What Does SB 17 Mean for Lenders?

Limits on alien ownership of Texas real estate are a new twist on an old idea. What should lenders know about the Act and its regulations, and how should they consider and address related risks?

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

Reid Wilson, Wilson Cribbs + Goren, P.C. - Houston, TX
10:00 am

0.75 hr

Bankruptcy Basics for Lenders

If you are a lender, and your borrower files bankruptcy, what do you do? Learn the ins and outs of the bankruptcy process, specifically tailored for lenders, including with respect to the automatic stay, adequate protection, DIP financing, sales, the “1111(b) election,” and other important issues so you can maximize recovery on your secured claim.

Jason Enright, Winstead PC - Dallas, TX

Jason Enright, Winstead PC - Dallas, TX
10:45 am

15-Minute Break
11:00 am

0.75 hr

Developing Seemingly Impaired Properties

A discussion of the environmental challenges involved in developing environmentally impaired property, with a focus on the due diligence process, the programs available to address these challenges and the practical hurdles that a developer or those lending on an impaired property may face.

Mary S. Mendoza, Haynes Boone, LLP - Austin, TX
Jonathan M. Skaggs, GSI Environmental Inc. - Austin, TX

Mary S. Mendoza, Haynes Boone, LLP - Austin, TX
Jonathan M. Skaggs, GSI Environmental Inc. - Austin, TX
11:45 am

1.00 hr

Annotated Deed of Trust – From the Perspectives of a Litigator and a Transactional Attorney

A presentation examining the annotated Texas deed of trust’s critical provisions with the statutory and case law foundations that drive drafting decisions. Discuss the necessity of certain language and clauses and the disputes they are designed to prevent.

Brian Thompson Morris, Winstead PC - Dallas, TX
Ryan Taylor, Winstead PC - Dallas, TX

Brian Thompson Morris, Winstead PC - Dallas, TX
Ryan Taylor, Winstead PC - Dallas, TX
12:45 pm

Adjourn

Day 1 September 24, 2026
Day 2 September 25, 2026

Download Schedule

Conference Faculty

John P. Bruce

Heritage Title Company of Austin, Inc.
Austin, TX

Jason Enright

Winstead PC
Dallas, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Greg Lehrmann

Excel 1031 Exchange, LLC
Austin, TX

Mary S. Mendoza

Haynes Boone, LLP
Austin, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Carrie Phaneuf

Texas Lawyers Insurance
Austin, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Jonathan M. Skaggs

GSI Environmental Inc.
Austin, TX

Jared Slade

Alston & Bird LLP
Dallas, TX

Michelle Moore Smith

Jackson Walker LLP
Austin, TX

Reed A. Standly

Standly Law Group
Dallas, TX

Ryan Taylor

Winstead PC
Dallas, TX

Ammad Waheed

Norton Rose Fulbright US LLP
Houston, TX

Thomas M. Whelan

Thalheimer, Cipione, Whelan & Morgan, PLLC
Dallas, TX

J. Richard White

Winstead PC
Dallas, TX

Reid Wilson

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

Planning Committee

Amanda R. Grainger—Chair

Winstead PC
Dallas, TX

April Stephens Rogers—Director

The University of Texas School of Law
Austin, TX

Christopher W. Christensen

Bank Of America
Washington, DC

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

Brian C. Rider

The University of Texas School of Law
Austin, TX

Jared Slade

Alston & Bird LLP
Dallas, TX

Thomas M. Whelan

Thalheimer, Cipione, Whelan & Morgan, PLLC
Dallas, TX

Reid Wilson

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

MCLE Credit

Texas – 11.25 hrs | 2.25 hrs Ethics
Legal Specialization(s): Expected for Bankruptcy Law, Expected for Consumer Law, Expected for Real Estate Law-Commercial, Farm and Ranch, Residential, and Property Owners Association

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 | 2.25 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 – Expected – 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 . 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 – Expected – 11.25 hrs | 2.25 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) – 13.50 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

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 | 2.25 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 – Expected – 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 – Expected – 11.25 hrs | 2.25 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) – 13.50 hrs

Key Dates

Austin – Sep 24-25, 2026 – AT&T Conference Center

Live Webcast – Sep 24-25, 2026

Austin
Live Webcast

Individual
Last day for $675.00 Regular pricing: Sep 9, 2026
$775.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $605.00 Regular pricing: Sep 9, 2026
$695.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $540.00 Regular pricing: Sep 9, 2026
$620.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Sep 18, 2026
$50 processing fee applied after this date
Last day for cancellation: Sep 21, 2026

Individual
$775.00

Group (5 registrants minimum)
$695.00

Group (10 registrants minimum)
$620.00

Add-on (in-person registration required)
$100.00

Cancellation Policy
Last day for full refund cancellation: Sep 18, 2026
$50 processing fee applied after this date
Last day for cancellation: Sep 21, 2026

Venue

AT&T Conference Center

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

Accommodations

We’ve arranged a room block at the AT&T Hotel and Conference Center for event attendees. A limited number of rooms have been reserved at a special rate of $204 per night. Our special room rate is available until August 23, or until the room block is exhausted, whichever comes first. Click here to book your room online.

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 be hosted in the Guadalupe Classroom on level 4 of Rowling Hall.

If you are staying in the hotel, make sure to park in the AT&T Conference Center Garage. To get to Rowling from the hotel, cross the courtyard between the hotel and the Conference center, then the courtyard between the AT&T Conference Center and Rowling Hall, but turn towards the left and enter the elevator bay by the "What Starts Here" windows. Then take the elevators up to level 4.

If you are driving in for the day, please park in the Rowling Hall garage and take the elevators up to level 4.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Excel 1031 Exchange, LLC

Excel 1031 Exchange, LLC
excel1031exchange.org

Mortgage Lending Institute

Overview

Event Schedule

Thursday Morning, Sep. 24, 2026

Thursday Afternoon, Sep. 24, 2026

Friday Morning, Sep. 25, 2026

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

Additional Information

Our Sponsors

Excel 1031 Exchange, LLC

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