event agenda

All listed times are in the Central time zone (CT).
Agenda details are subject to change. Please check back regularly for updates and speaker additions.

The Default Servicer Certifications - Level I and II can be taken independently from the conference. To register for Level I or II Certifications only (not attending the conference), click here.

MONDAY, april 29, 2024

12:00 PM - 6:30 PM

Registration & Hospitality Desk Open 

The Registration & Hospitality Desk will be located off the lobby to welcome and check you into the conference as you arrive on Monday. 

1:00 PM - 5:00 PM

Default Servicer Certification - Level I

Lenders & Servicers | $400 Add-on Class

Receive certification and gain a full understanding of the full default servicing process, from beginning to end, so that you are better equipped to fulfill your role. During this in-person class, top attorneys will provide insights into the most important aspects of servicing and other relevant industry skills, including:

  • Bankruptcy 101
  • Advanced Bankruptcy
  • Foreclosure 101
  • Judicial vs. Non-Judicial
  • Boarding/Independent Verification
  • How to Be a Witness
  • How to Sign Documents
  • Documenting a Servicing File

After this Legal League certification, you will be more valuable to your clients and peers, as well as more confident in your work.

$50 Add-on fee applies to employees & invited guests of Legal League Members with conference registration.

Classes can be taken independently from the conference. Click here for more details and registration instructions.

Brooke E. Sanchez Jason Bousliman Matt Podmenik Cynthia Nierer Reneau Longoria Carl J. Emmons Shawnika Brooks R. Keith Ustler

Default Servicer Certification - Level II

Lenders & Servicers | $400 Add-on Class

The next level of Legal League certification is structured into two vital components. The first portion will cover important regulations, policies, and governmental agencies that impact the work of servicers. The second portion focuses on complex issues that require more specialized knowledge. Topics in this certification include:

  • The Real Estate Settlement Procedures Act 
  • The Truth in Lending Act
  • Fair Debt Collections Practices Act
  • Consumer Financial Protection Bureau
  • Loss Mitigation
  • Natural Disasters
  • Estoppel
  • Advances/Taxes
  • Title Issues

$50 Add-on fee applies to employees & invited guests of Legal League Members with conference registration.

Classes can be taken independently from the conference. Click here for more details and registration instructions.

David Demers Brooke E. Sanchez Ryan Bourgeois Jason Tatman Jennifer Rogers Steven Eisenberg Michelle Gilbert
5:00 PM - 7:00 PM

Welcome Reception 

Make the most of this opportunity to forge connections with potential new partners!


TUESDAY, April 30, 2024

8:00 AM - 9:00 AM

Registration & Breakfast 

Stop by the Registration Desk to check in and pick up your badge before heading to breakfast. Maximize your meeting time and invite a colleague to join you! 

9:00 AM - 9:10 AM

Welcome Remarks

Legal League Advisory Council Chair, Stephen Hladik, and Five Star's Executive Director of Memberships, Gina Gallutia, kick off the Spring Servicer Summit and share an overview of the day.

Stephen Hladik Gina Gallutia
9:10 AM - 10:00 AM

General Session #1 - Market Outlook: Birds-Eye View to Boots-on-the-Ground 

To understand where we are going, we have to understand where we have been, what we have done, and how we are preparing for what is to come. This panel will combine the expertise of economic outlook with practical knowledge for a full perspective of the market outlook. The veterans on this panel will bring their expertise to discuss the past, present, and future of the industry. Don’t miss this opportunity to learn what volume is expected based on historic and economic intel, as well as what tenured professionals are doing to prepare.

David Demers Melissa Black Alicia Byrd Rita Falcioni Ingrid Jaschok Nolan Turner
10:00 AM - 10:15 AM

Networking Break 


10:15 AM - 11:20 AM

Roundtable Discussions

Engage with your colleagues during smaller interactive topic-centric discussions led by industry experts. Topics are:
- Foreclosure
- Bankruptcy

Clayton Gordon Caren Castle Ashley Beane Neil Sherman Hilary Bonial Brooke E. Sanchez Allen Myers
11:20 AM - 12:10 PM

General Session #2 - Navigating the Legal Landscape: Insights into Mortgage Servicing Litigation Trends 2024  

Join our expert panel of in-house counsel as they delve into the dynamic world of Mortgage Servicing Litigation. Gain valuable insights into the pressing issues of 2024, including emerging trends in appeals, the impact of eNotes, cybersecurity challenges, and the legal intricacies surrounding title, code violations, and other litigation scenarios across the United States. Stay ahead of the curve and engage in discussions that shape the future of mortgage servicing litigation strategies.

Jane Bond Mike Aiken LeAllen Frost Star Japp Michael Merritt Chris Scanlan
12:10 PM - 1:00 PM

Lunch & Networking 


1:00 PM - 1:50 PM

General Session #3 - Cyber Security

Hear the latest cybersecurity issues impacting the industry and explore the ever-growing threats posed by cyber breaches. Discover best practices to fortify your company against these evolving challenges. Gain invaluable insights on how to not only safeguard your organization proactively but also how to mitigate the aftermath, both legally and operationally. Equip yourself with knowledge and empower your company to stay resilient in the face of emerging cyber threats.

Ryan Bourgeois Deloise Browne-Milner Elizabeth DeSilva Wendy Lee Mike Shea
1:50 PM - 2:10 PM

Networking Break 


2:10 PM - 3:00 PM

General Session #4 - An Overview of Election Impact

Learn about the regulatory outlook pending with the upcoming election. Experts from various perspectives will paint a comprehensive picture of the impacts you can expect depending on the outcome.

Stephen Hladik Roy Diaz Larry Goldstone Rick Sharga George P. Bush John O'Shea
3:00 PM - 3:45 PM

Keynote Address: Homeowners Insurance in a Time of Change

With demographic shifts, changes in the housing market, economy, climate and migration - residential homeowner insurance has been in a constant adapting and evolving to maintain the protections necessary to safeguard and protect owners and investors alike. Hear from one the nations most foremost subject matter experts on insurance, regarding current challenges and a look ahead on the impact lender/servicing business operations may face.

James Novak
3:45 PM - 3:50 PM

Closing Remarks 

Recaps the Summit and shares insight on what's next to come for Legal League.

Stephen Hladik
3:50 PM - 5:00 PM

Happy Hour

Round out your Summit experience by joining us for a closing reception.