54^th Annual William W. Gibson, Jr.

Mortgage Lending and Servicing Institute

Live Webcast Sep 17-18, 2020
Conference Concluded

Buy

Related products: eConference Materials

Overview

UT Law's 54th 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 environmental risk, escrow theft, and survey and title review.
New Developments and Hot Tips in Commercial Real Estate Mortgage Practice.
Guidance on Loss (Mitigation) During a Catastrophe—how to deal with mortgagors during unprecedented times.
Hear about issues and drafting concerns for workout documentation relating to the pandemic economic workout cycle.

Event Schedule

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

Day 1 September 17, 2020
Day 2 September 18, 2020

Time

Credit

Subject

Speaker
Thursday Morning, September 17, 2020
Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
8:20 am

Welcoming Remarks
8:30 am

0.75 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
9:15 am

5-Minute Break
9:20 am

0.50 hr

Title Insurance Update

Gain insight on what we learned from the recent pandemic and the New 2021 ALTA Commitment and Policies.

Paul D. Pruitt, Title Resources Guaranty Company - Austin, TX
9:50 am

5-Minute Break
9:55 am

0.50 hr

Survey & Title Review: Guidelines, Objections, Solutions, and Closing Instructions

Explore checklists for surveys, title commitments, and exception documents. Gain insight on sample objections, solutions and potential endorsements, and closing requirements.

Roland Love, Independence Title Company - Dallas, TX
10:25 am

5-Minute Break
10:30 am

0.75 hr

TREC One to Four Family Contract

A brief overview of TREC One to Four Family Contract with particular focus on provisions of the Contract that warrant extra attention from the lender. Additionally, gain insight into frequently asked contract questions and the changes currently being proposed by the TREC Broker/Lawyer Committee.

Blair Moore Raggio, Allegiance Title Company - Dallas, TX
Dawn Moore, Allegiance Title Company - Dallas, TX
11:15 am

5-Minute Break
11:20 am

0.75 hr
0.25 hr ethics

The Annotated Assignment of Rents Revisited

Revisit the Texas Assignment of Rents Act since its passage nine years ago through the examination of a lender-oriented “Assignment of Rents”, with statutory, case law and drafting annotations. Part of the Annotated Series published by Winstead, which includes the Annotated Deed of Trust, Annotated Promissory Note and Annotated Guaranty.

Lorin Williams Combs, Winstead PC - Austin, TX
Jerry L. Lott Jr., Winstead PC - Austin, TX
12:05 pm

Break for Lunch—Presentations Resume at 12:25 p.m.
Thursday Afternoon, September 17, 2020
Presiding Officer:
Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
LUNCHEON PRESENTATION
12:25 pm

1.00 hr

What Does the Future Hold for the Commercial Real Estate Market?

Look at demographic trends and the current economic, capital markets, and real estate market conditions and forecasts what the near- and long-term future might look like for commercial real estate.

Will McIntosh, Global Head of Research, USAA Real Estate - San Antonio, TX
1:25 pm

Break—Presentations Resume at 1:35 p.m.
SPECIAL NOTICE: Live Webcast includes the following Advanced Commercial Lending sessions only

The Residential Lending sessions will be prerecorded and the video will be made available in “Your Briefcase” on the first day of the conference.
1:35 pm

0.75 hr
0.25 hr ethics

Potential Remedies in Mortgage Lending Transactions

The borrower defaulted. Gain insight on preparing your answer to “can I” and “how do I” in response with an overview of available remedies under Texas law.

Jared Slade, Alston & Bird LLP - Dallas, TX
2:20 pm

5-Minute Break
2:25 pm

0.75 hr

Apocalypse Now: Tips for Managing the Onslaught of Tenant Distress and Bankruptcy in the Age of COVID

An overview of bankruptcy and receivership considerations for landlords and their lenders, practical pointers developed in the trenches of cases like GNC, 24 Hour Fitness, and more, and considerations for what’s to come.

Katharine Battaia Clark, Thompson Coburn LLP - Dallas, TX
Holly E. Magliolo, Winstead PC - Dallas, TX
Richard S. Schmidt, The Claro Group - Corpus Christi, TX
3:15 pm

5-Minute Break
3:20 pm

0.50 hr
0.25 hr ethics

Environmental Due Diligence – Keeping Up With What Is New

Environmental due diligence is a critical part of the diligence process for a variety of transactions. Yet for many, environmental due diligence has become a checklist item, rather than a tailored assessment of the risks presented by a particular property or business. Discuss the statutory and regulatory drivers for environmental due diligence, common Phase I and Phase II practice, and emerging areas of environmental law (including PFAS) that should be considered in shaping environmental due diligence plans.

Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX
3:50 pm

5-Minute Break
3:55 pm

0.50 hr

Cash Management: Lockboxes, Waterfalls, Sweeps and More!

Discuss the current state of cash management in the lending context. Clarify confusing nomenclature and describe typical cash management processes and the logistics that often make this part of transactions so frustrating and time consuming.

Benjamin F.S. Herd, Thompson & Knight LLP - Dallas, TX
4:25 pm

5-Minute Break
4:30 pm

0.50 hr

Sample Ancillary Construction Loan Documents

Overview of key issues and discussion of various documents including: collateral assignment of a construction contract, collateral assignment of a property management agreement, and certified borrowing resolution.

Luke E. Kraus, Barton Benson Jones PLLC - San Antonio, TX
5:00 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, September 18, 2020
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, 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
9:15 am

5-Minute Break
9:20 am

0.50 hr
0.25 hr ethics

SB 2128 Electronic Execution and Recording Documents

Overview of the law related to eRecording and eSignatures with a comprehensive look at the challenges and misunderstandings related to eClosing (RON, RIN, etc) including drafting guidance for preparing digital documents to ensure a smooth real estate closing.

Celia Flowers, Flowers Davis, P.L.L.C., East Texas Title Companies - Tyler, TX
Dawn M. Lewallen, First American Title Insurance Company - Houston, TX
9:50 am

5-Minute Break
9:55 am

0.50 hr

Escrow and Title Theft

Wire fraud and title thefts are the two fastest growing frauds in the mortgage and real property space. Examine recent cases and legal developments.

Rachel M. Dollar, Smith Dollar PC - Santa Rosa, CA
10:25 am

5-Minute Break
10:30 am

0.50 hr

Modification and Workout Documentation...This Time It’s Contagious!

The issues and drafting concerns for workout documentation relating to the pandemic economic workout cycle.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
11:00 am

5-Minute Break
11:05 am

0.50 hr

LIBOR

The long life and untimely demise of the world’s most important number.

Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX
11:35 am

5-Minute Break
11:40 am

0.50 hr

Environmental Lending and Foreclosure Risks in 2020

Identify the often hidden environmental risks in loan collateral and foreclosures, including the new 2020 WOTUS rule, assessed but unrecorded penalties for environmental violations, and projects that allow for participation by third party stakeholders.

John Mark McPherson, McPherson LawFirm, PC - Dallas, TX
12:10 pm

Break for Lunch—Presentations Resume at 12:30 p.m.
Friday Afternoon, September 18, 2020
Presiding Officer:
Jared Slade, Alston & Bird LLP - Dallas, TX
LUNCHEON PRESENTATION
12:30 pm

0.50 hr ethics

Self-Care to Make More and Feel Better

Self-care is a misunderstood concept. Using it can help you make more money and feel better doing it!

Matthew M. Sanderson, Cuccia Wilson, PLLC - Dallas, TX
1:00 pm

5-Minute Break
1:05 pm

0.50 hr
0.25 hr ethics

Don’t Sign Here

Discuss various documents commonly presented in real estate closings that should not be signed as presented. Sometimes “standard,” “ancillary” documents can change the deal in undesirable ways.

Kent Newsome, Greenberg Traurig, LLP - Houston, TX
1:35 pm

5-Minute Break
1:40 pm

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
2:10 pm

5-Minute Break
2:15 pm

0.75 hr

Loss (Mitigation) During a Catastrophe

From calamity caused by COVID-19 to natural disasters that result in total devastation, mortgage servicers and investors are tasked with the impossible: how to deal with mortgagors during unprecedented times?

Robert D. Forster II, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX
3:00 pm

5-Minute Break
3:05 pm

0.75 hr
0.25 hr ethics

Technology: Big Picture, My Picture, Next Picture

COVID-19 cemented the reliance upon technology by the industry, our clients and our practice. Hear a practical overview of near-term developments and uses of technology, and also a broader view - to prepare us for the longer haul.

Keith H. Mullen, Shackelford, Bowen, McKinley & Norton, LLP - Dallas, TX
3:50 pm

Adjourn
Residential Lending (included with webcast registration and prerecorded sessions will be placed in "Your Briefcase")
Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
SPECIAL NOTICE: Below are the prerecorded Residential Lending sessions that will be available in "Your Briefcase" on the first day of the conference.

These sessions provide an additional 3.25 hrs(including 0.25 hr ethics) of accredited MCLE credit.
0.50 hr

COVID-19 Mortgage Compliance Issues

A legal and regulatory update for mortgage companies and mortgage divisions of banks in a constantly changing environment.

Troy Garris, Garris Horn LLP - Dallas, TX
0.75 hr

Bringing Real Estate into the Digital Age

The shift is underway to bring buying, selling, and financing a home into the always-on, tech-enabled world. Hear the ins and outs of making this vision a reality and how it will transform the future of real estate.

Jackie Mohr, Zillow Group - Scottsdale, AZ
0.75 hr

Marital Property

Discuss how divorce can affect the real estate transaction including the basics of homestead rights and community property.

Shari Rios, National Title Group - Rockwall, TX
0.50 hr

Current Trends in Single & Multifamily Servicing Litigation

Examining the pre-COVID and current litigation trends impacting single family and multifamily residential servicers. The flood of COVID cases hasn’t hit yet, but raindrops are falling.

Bradley J. Purcell, Reed Smith LLP - Dallas, TX
0.75 hr
0.25 hr ethics

Bringing More “E” Into Your Office

How to leverage Remote Online Notarization (RON) and eRecording into your closing process.

Ben Sherman, SYNRGO - Brea, CA

Day 1 September 17, 2020
Day 2 September 18, 2020

Download Schedule

Conference Faculty

Katharine Battaia Clark

Thompson Coburn LLP
Dallas, TX

Lorin Williams Combs

Winstead PC
Austin, TX

Rachel M. Dollar

Smith Dollar PC
Santa Rosa, CA

Robert F. DuBois III

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

Celia Flowers

Flowers Davis, P.L.L.C., East Texas Title Companies
Tyler, TX

Robert D. Forster II

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Troy Garris

Garris Horn LLP
Dallas, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Benjamin F.S. Herd

Thompson & Knight LLP
Dallas, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Luke E. Kraus

Barton Benson Jones PLLC
San Antonio, TX

Dawn M. Lewallen

First American Title Insurance Company
Houston, TX

Jerry L. Lott Jr.

Winstead PC
Austin, TX

Roland Love

Independence Title Company
Dallas, TX

Holly E. Magliolo

Winstead PC
Dallas, TX

Will McIntosh

Global Head of Research, USAA Real Estate
San Antonio, TX

John Mark McPherson

McPherson LawFirm, PC
Dallas, TX

Mary S. Mendoza

Haynes and Boone, LLP
Austin, TX

Jackie Mohr

Zillow Group
Scottsdale, AZ

Dawn Moore

Allegiance Title Company
Dallas, TX

Keith H. Mullen

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

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Paul D. Pruitt

Title Resources Guaranty Company
Austin, TX

Bradley J. Purcell

Reed Smith LLP
Dallas, TX

Blair Moore Raggio

Allegiance Title Company
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Shari Rios

National Title Group
Rockwall, TX

Matthew M. Sanderson

Cuccia Wilson, PLLC
Dallas, TX

Richard S. Schmidt

The Claro Group
Corpus Christi, TX

Ben Sherman

SYNRGO
Brea, CA

Jared Slade

Alston & Bird LLP
Dallas, TX

Jonathan Thalheimer

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

J. Richard White

Winstead PC
Dallas, TX

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

J. Cary Barton

Barton Benson Jones PLLC
San Antonio, TX

Tommy Bastian

Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX

Lorin Williams Combs

Winstead PC
Austin, TX

Sara E. Dysart

Attorney at Law
San Antonio, 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

Grace Powers

Wells Fargo Bank
Los Angeles, CA

Brian C. Rider

The University of Texas School of Law
Austin, TX

Jared Slade

Alston & Bird LLP
Dallas, TX

Credit Info

Live Webcast

MCLE Credit

Texas – 13.50 hrs | 2.50 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 – 13.50 hrs | 2.50 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 – 16.00 hrs | 3.00 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 – 13.50 hrs | 2.50 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 – 13.50 hrs | 2.50 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 – 16.00 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 Appraiser (ACE) – 13.00 hrs

UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/

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.

Key Dates

Live Webcast – Sep 17-18, 2020

Conference Concluded

Buy

Live Webcast

Individual
Group (5 registrants minimum)
Group (10 registrants minimum)
Last day for cancellation (full refund): Sep 11, 2020

$50 processing fee applied after this date

Last day for cancellation: Sep 14, 2020

54th Annual William W. Gibson, Jr.

Mortgage Lending and Servicing Institute

Live Webcast Sep 17-18, 2020 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, September 17, 2020

Thursday Afternoon, September 17, 2020

Friday Morning, September 18, 2020

Friday Afternoon, September 18, 2020

Residential Lending (included with webcast registration and prerecorded sessions will be placed in "Your Briefcase")

Conference Faculty

Katharine Battaia Clark

Lorin Williams Combs

Rachel M. Dollar

Robert F. DuBois III

Celia Flowers

Robert D. Forster II

Troy Garris

Amanda R. Grainger

Benjamin F.S. Herd

Niles W. Holmes

Luke E. Kraus

Dawn M. Lewallen

Jerry L. Lott Jr.

Roland Love

Holly E. Magliolo

Will McIntosh

John Mark McPherson

Mary S. Mendoza

Jackie Mohr

Dawn Moore

Keith H. Mullen

Kent Newsome

Paul D. Pruitt

Bradley J. Purcell

Blair Moore Raggio

Brian C. Rider

Shari Rios

Matthew M. Sanderson

Richard S. Schmidt

Ben Sherman

Jared Slade

Jonathan Thalheimer

J. Richard White

Planning Committee

Christopher W. Christensen—Co-Chair

Niles W. Holmes—Co-Chair

April Rogers—Director

J. Cary Barton

Tommy Bastian

Lorin Williams Combs

Sara E. Dysart

Amanda R. Grainger

Mary S. Mendoza

Brian Thompson Morris

Kent Newsome

Chris A. Peirson

Grace Powers

Brian C. Rider

Jared Slade

Credit Info

MCLE Credit

Other Credit

Key Dates

Stay in the loop with UT Law CLE

54^th Annual William W. Gibson, Jr.

Live Webcast Sep 17-18, 2020
Conference Concluded