Schedule 7 (New)

Opening Ice Breaker Reception (Sponsored by ATIM)

Complimentary Breakfast

Welcome and 2026 Kick-Off

• Andrew Acker – Chief Operating Officer, D. Bello  

AI Pressure in Title: Thriving, Not Just Surviving

• Kylie Quetell – Vice President, Business Strategy, Rocket Close  

Coffee Break!

Integration Realities and Industry Data Challenges: How Title Technology and AI Actually Fits Into Existing Workflows: A Tech Company's Perspective on What Needs to Change

Understanding Competitive Strategies to Grow Your Business - Using SMART Strategies to Find Your Competitive Advantage.

• Leslie Wyatt – Director of Regulatory Compliance, SoftPro   Bradley Erb – Agency Representative, Westcor Land Title Insurance Company  

Lunch Buffet

An Agent, Underwriter, and Vendor All Get Locked In A Secure Vault: A Practical Conversation and advice from all sides on the state of security, fraud, and risk in our industry!

Pulling Back The Curtain on What AI Can (and Can't) Do - Live Walkthroughs of What Agentic AI Means and How Title Companies Are Using It

• Pat Carney- CEO, Viking Sasquatch   Nate Niemi – VP of Product & CTO, CloseSimple   Patrick Curry, President & Co-Founder, Allegiance Title of Arkansas  

Coffee Break!

Succession Planning in the Age of AI. What's my business worth, what will it be worth, and how do I successfully sell before the robots take over..

Complimentary Breakfast

Change Management and Operational Excellence in Title: What We've Learned From Implementation Failures and Successes of Systems and Technology.”

Fight or Flight - How Should We Be Responding to FinCen and What Is Next?

• John P. Crowley – Sr. Regulatory & Compliance Counsel, Stewart Title Guaranty Company  

Coffee Break!

Connecting the Dots from DC to my Neighborhood, what is happening and how does it affect me?

Economic Perspectives & The Real Estate Market. Where Do We Go from Here?

• Patrick Stone – Executive Chairman & Founder, WFG  

Social Event - Private New Orleans Bus Tour