UTA's annual fall Educational Conference & Trade Show keeps mortgage industry members current on all practice issues of interest to trustees and provides a marketplace for service providers to interact with you to improve your practice. The educational sessions, which are MCLE accredited, address legal, legislative, and operations issues and the networking opportunities are unprecedented.
We’ll be playing the La Quinta Resort Dunes Course at the La Quinta Resort & Club.
This par-72 Pete Dye-designed course offers traditional rolling links-style golf with Scottish and Irish flair, characterized by rolling mounds framing manicured fairways and thick rough. The course provides an invigorating round of golf against a backdrop of rugged mountain landscapes. Length, strength and finesse are the key to scoring well on this course, which has hosted the PGA Club Professional Championship, the PGA Tour Final Qualifying School, the California State Open and the Ladies NCAA Championship.
The event includes a Putting Contest; a Longest Drive and a ‘Closest to the Pin’ Contest. Prizes will include an incredible hole-in-one prize. Check-in begins at 9 a.m. with Tee Time of 10 a.m. Putting contest is held after the tournament. A box lunch will be provided on the course.
(Conference registration fee does not include golf participation.)
In this exciting three-hour hands-on culinary event, we will work with Chef Gavin to prepare a special lunch meal. Chef Gavin will split the group into three teams, appetizer/starter, main entrée and dessert. Chef Gavin will be providing instruction and encouragement to all teams in the large kitchen area. After all the dishes are completed the entire group will relax and enjoy a delicious lunch, wine and conversation. You can’t beat the camaraderie found within the United Trustees Association.
Jan Boydstun, owner of Kitchen Kitchen, began doing kitchen gadget demos at various events and soon earned the moniker “The Gadget Gal.” She also became a radio and TV personality, often sharing the spotlight with longtime chef and colleague Jackie Olden. Currently Boydstun hosts “What’s Cooking with Jan” at 7 p.m. Saturdays on KMIR television.
(“Learn how to cook, try new recipes, learn from your mistakes, be fearless, and above all, have fun” – Julia Child)
(Conference registration fee does not include cooking class participation.)
We’ll tour spectacular canyons and we’ll visit a 35,000 acre preserve containing the third-largest oasis in the world with towering palms and bubbling creeks as well as a bridge that crosses the San Andreas Fault. We’ll take a 30-minute eco walk with a guide to view wildlife. After that break, we’ll reboard the Hummers and follow an old goldmine trail and abandoned gold mines.
Your tour begins and ends at the La Quinta Resort. There are nine people per ‘open air forward facing’ Hummer.
(Conference registration fee does not include Adventure Hummer Tour participation.)
Interested in exploring La Quinta’s trails on foot or bike? You can experience the beautiful desert setting firsthand! Hiking trails of all levels are abundant in and around La Quinta, from easy walking paths to difficult terrain. Depending on where you hike, you’ll be able to experience spectacular mountain vistas, waterfalls, natural streams, rocky gorges and unusual rock formations. Many of these trails are also suitable for mountain biking. Some of the local hiking trails include the Bear Creek Trailhead to Cave, the Cave to Palm Oasis (Bear Creek Trail), the Cove to Lake Cahuilla and the Boo Hoff Trail to Lake Cahuilla Loop. Contact the La Quinta concierge for details and options.
After a hard day on the golf course or cooking, relax for a while and catch up with friends and colleagues at UTA’s Welcome Reception. Visit exhibitor booths and purchase raffle tickets early – because raffle prizes will be given away after each session!
Rick Sharga, Chief Marketing Officer of Ten-X, will provide information and analyses and forecast the economic environment, housing activity, demographics, and mortgage markets – and will provide predictions for the default servicing industry based on the following day’s Presidential election!
Sheryl Vacca, a nationally recognized expert in corporate compliance and auditing, serves as the University of California’s Senior Vice President and Chief Compliance and Audit Officer. In this session, Ms. Vacca will address how to conduct a compliance risk assessment and address the myriad of risks in the banking industry regulatory arena so that the priority risks will be mitigated through ongoing monitoring or prioritized to address through management corrective action plans.
This session will address Fannie Mae’s announcement regarding uninsured two-owner title report and/or limited TSG for foreclosure matters and allowable title cost. We will also discuss how the two-owner title report will affect all those involved, from Servicer, Trustee, Title to REO.
Amy Quester, Senior Counsel, Office of Regulations of the CFPB, will address a new final rule that the CFPB issued in August 2016 which amends various provisions of the mortgage servicing rules in Regulation X and Regulation Z. Among other topics, the final rule covers successors in interest, a definition of delinquency, periodic statements, loss mitigation, early intervention, servicing transfers, bankruptcy, force-placed insurance, and the small servicer definition. The rule will not be effective by November, so servicers will still be in implementation mode.
During lunch we will honor outgoing UTA President Randy Newman as well as the 2016 Dorothy Schick Veteran Member of the Year and the 2016 Suzanne Kelly New Member of the Year. The annual meeting will include Board Elections for 2017.
Our panel of servicers will address:
• The top 3 issues/delays servicers identified in 2016 after referrals were submitted and their suggestions and recommendations moving forward.
• Feedback from service audit teams on the most common issues found during file or on-site audits and what may be expected from audit teams in 2017.
• New requirements that may be needed to prepare for in 2017 in Vendor Management requirements/compliance.
• What impact are Title Issues having within the foreclosure process and at REO?
Our foreclosure legal update panel will address a myriad of cases in California and all Western states. This session covers all of the key relevant court cases from the past year in a rapid-fire, yet detailed format that provides informative and practical information.
UTA members will enjoy a night of dining and networking at the Association’s annual dinner gala event. This year’s event will pay homage to democracy and election day. The ‘All-American’ event will feature barbecue food and carnival presidential games and two rounds of ‘Jeopardy’ with questions featuring US Presidents, the states, and Hollywood. UTA’s annual silent auction will be held as well. At 8:00 pm, the dancing begins.
Note: Casual attire.
This session will provide important information on recent bankruptcy decisions that have impacted foreclosure practice and real estate law. Current issues being litigated will be addressed with a specific emphasis on how cases impact the trustee.
Our Legislative Update panel will provide us with detailed summaries of the key issues and bills addressed this year in California, Nevada, Washington, Utah and Arizona.
An assessment program which has been in existence since 2008 that finances energy efficiency upgrades or renewable energy installations for all types of properties known as PACE (Property Assessed Clean Energy) or HERO (Home Energy Renovation Opportunity) is ramping up and will affect you the trustee. The assessments can be used to finance water efficiency products, seismic retrofits, solar panels, heaters, air conditioners, and so much more. These assessments have super-priority over deeds of trust that can last up to twenty years on residential property, thirty years on commercial. This session explains the program and addresses what trustees need to know about the program. It will change the way a trustee explains what “runs” with the property after a foreclosure sale, timing issues of what appears to be “tax sales”, etc. This is a must see seminar to fully understand the new dangers of the program.
Join us as we watch the Presidential election results come in beginning at 3 pm.TWENTY6 3:00 PM – 9:00 PM Casual
Head northwest on E Tahquitz Canyon Way toward N El Cielo Rd. Turn left at S El Cielo Rd, and then left at E Ramon Rd. Get onto I-10 E and to the Washington St. exit. Turn right at Washington St. (signs for La Quinta/Palm Desert/Indian Wells/Bermuda Dunes). Make a right at Eisenhower Dr and continue about 1 mile. Resort will be on the right. (Approximately 35 minutes, depending on traffic)
Head east on East Terminal Way, make a slight left at S E Way and continue onto N Archibald Ave. Take the ramp onto I-10 E to the Washington St exit. Turn right at Washington St. (signs for La Quinta/Palm Desert/Indian Wells/Bermuda Dunes). Make a right at Eisenhower Dr and continue about 1 mile. Resort will be on the right. (Approximately 1.5 hours, depending on traffic)
Head south on World Way towards W Way. Take the ramp onto S Sepulveda Blvd to I-1405 E. Take the exit toward I-605 N, keep left at the fork and follow signs for I-605 and merge onto I-605 N. Take the exit onto I-10 E toward San Bernadino. Take the Washington St exit. Turn right at Washington St. (signs for La Quinta/Palm Desert/Indian Wells/Bermuda Dunes). Make a right at Eisenhower Dr and continue about 1 mile. Resort will be on the right. (Approximately 2.5 hours, depending on traffic)
"I've been attending UTA's Conferences for years and I've taken something important from each one."
"UTA's annual educational conference is a 'can't miss.' It keeps us updated on the latest case law review in nonjudicial foreclosures and if you don't have the latest, you simply cannot perform."
"UTA conferences give me the ability as a service-provider to partner our product with a very targeted group – loan-servicing professionals."
"The knowledge and the friendships I have gained from attending UTA's annual conference over the past years are invaluable to me on both a professional and personal level and the vendors' products are always helpful to us."
Those acting as trustees under real property deeds of trust, including employees of title companies, financial institutions, and independent companies. Anyone working in allied and support organizations, including posting and publishing companies and computer service firms will find the UTA Annual Conference and Trade Show to be of immeasurable help in their practice.
UTA has submitted approval with several State Bars for 10 and a half hours of Minimum Continuing Legal Education (MCLE) credits for the 41st Annual Education Conference. Final approval information will be available prior to October 1, 2016.
Throughout the conference, dress attire is resort style and/or business casual. The Monday evening dinner is cocktail attire.
(Cost includes one attendees per booth)
Booth for Members - $1,000
Booth for Non-Members - $1,600
Exhibiting at the UTA's annual conference provides you with a unique and cost-effective opportunity to introduce your products and services to the key decision-makers and influencers in the industry.
Exhibiting at UTA's Annual Conference will help drive brand loyalty, create awareness and visibility for your products and services and help your company penetrate the growing default servicing industry.
Full Page Ad - $825
Half Page Ad - $575
Cocktail Reception - $1,000
Lunch - $1,000
Breakfast - $1,000
Conference Event - $500
Education Session - $250
Conference Tote Bag - $2,000
Hotel Room Key Ads - $2,000
Refreshment Breaks - $250
Member - 1st Attendee
Member - 2nd Attendee
*Registration fees will not be refunded. The earlybird deadline will be strictly adhered to. Registration badges will be checked upon admission to all events. Substitution of another person from the same company is available up to three days prior to the Conference.register now