57^th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Oct 11-12, 2023 AT&T Conference Center
$745 Individual

$680 Group rate per person (5 registrants minimum)

$615 Group rate per person (10 registrants minimum)

Live Webcast Oct 11-12, 2023
$745 Individual

$680 Group rate per person (5 registrants minimum)

$615 Group rate per person (10 registrants minimum)

Register

Related products: eConference Materials

Download Brochure (PDF)

Overview

UT Law CLE's 57th Annual William W. Gibson, Jr. Mortgage Lending 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.
The United States’ Attorney's Office provides insight on how to spot the red flags for avoiding mortgage fraud.
Insight into hot topics like contesting property tax appraisals, FDIC receiverships, bankruptcy, and loan workouts and modifications.
Hear updates from the 88^th Legislative Session and how they will impact the mortgage industry.
A review of the various uses, types of escrow agreements, escrow agent options, regulatory and drafting concerns and form availability.

Event Schedule

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

Day 1 October 11, 2023
Day 2 October 12, 2023

Time

Credit

Subject

Speaker
Wednesday Morning, October 11, 2023
Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, 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 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
9:25 am

0.50 hr

Hot Topics in Mortgage Lending and Servicing

Hear about recent developments and hot topics in mortgage lending and related real estate matters.

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. / Adjunct Professor Texas Law - Austin, TX
Jill G. Murphy, Ruffner Schoenbaum Murphy, PLLC / Adjunct Professor Texas Law - Austin, TX
9:55 am

0.50 hr

Contesting Property Tax Appraisals

The Property Tax Protest and Appeal process can be confusing. With fifteen-minutes as the average length for an Appraisal Review Board hearing, review strategies for what to do and not do before your values are set in the Summer, and tax statements arrive in the Fall.

J. Stephen Brusniak, Brusniak Turner Fine LLP - Dallas, TX
10:25 am

15-Minute Break
10:40 am

0.75 hr

Legislative Update

Legislative Update 2023: No Pandemic. No Freeze. Still crazy.

John H. "Jack" Miller III, Jack Miller Law, PLLC - Houston, TX
11:25 am

1.00 hr ethics

ChatGPT Ethics

Topic description generated by ChatGPT: Using ChatGPT for legal purposes promises efficient information processing, yet raises ethical concerns including client confidentiality and the risk of providing inaccurate advice. It is paramount that attorneys ensure adequate supervision, maintain professional discretion, and stay vigilant about the tool's limitations to uphold their ethical obligations.

Henson Adams, Haynes Boone, LLP - San Antonio, TX
Adam Sencenbaugh, Haynes Boone, LLP - Austin, TX
12:25 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Wednesday Afternoon, October 11, 2023
Presiding Officer:
Dawn M. Lewallen, First American Title Insurance Company - Houston, TX
LUNCHEON PRESENTATION
12:45 pm

0.75 hr

Follow the Money - How to Avoid Mortgage Fraud

The real estate and mortgage industry has seen an increase in fraud in the wake of the Pandemic. Learn to spot the red flags for avoiding mortgage fraud by getting to know your customers and going beyond the paperwork.

Walt M. Junker, United States' Attorney's Office - Dallas, TX
1:30 pm

15-Minute Break
1:45 pm

0.50 hr

Escrow Agreements

A review of the various uses, types of Escrow Agreements, Escrow Agent options, regulatory and drafting concerns and forms availability.

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX
2:15 pm

0.50 hr

Give a Little, Get a Little

A push and pull open discussion of the interactions of lender counsel with the borrower, guarantor and equity counsels.

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Kent Newsome, Greenberg Traurig, LLP - Houston, TX
2:45 pm

0.50 hr

Failing Lenders and FDIC Receiverships

What kinds of bad things happen to a good landlord or tenant when the other party’s lender fails and the failed lender stops funding the tenant’s TI allowance, the tenant’s security deposit is uninsured; the issuer of the letter of credit is in receivership; the SNDA is unenforceable; or the lease is ejected by the FDIC as receiver; and other such not so good, very bad things happen.

Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX
3:15 pm

10-Minute Break
SPECIAL NOTICE

The live webcast includes the Advanced Commercial Lending track but not the Residential Lending track. Materials for both tracks are available in the course materials. Approximately 4-6 weeks after the conference, the Advanced Commercial Lending video and Residential Lending audio will both be available in "Your Briefcase.'
Track A: Advanced Commercial Lending Track
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, TX
3:25 pm

0.75 hr

CFIUS and Foreign Ownership

CFIUS national security review of foreign investment in the U.S. now includes jurisdiction over certain real estate acquisitions. Learn about CFIUS jurisdiction, how to assess risk, and how it could impact your next transaction.

Russell Menyhart, Taft Stettinius & Hollister LLP - Indianapolis, IN
4:10 pm

0.50 hr

The Tide Goes Out for an EPA Regulation

The latest on the "Waters of the US" controversy and what it means for real estate development and finance.

Brian C. Rider, The University of Texas School of Law - Austin, TX
4:40 pm

0.50 hr

Regulatory Issues Impacting Real Estate Lending

A former regulator provides her top 10 list of current regulatory issues attorneys representing banks and lenders should know.

Caroline C. Jones, Special Counsel - Polunsky Beitel Green LLP - Austin, TX
Track B: Residential Track
Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
3:25 pm
Austin Only

0.75 hr

CFPB Enforcement Actions

Focus on Fair Lending and Hot Button Issues Under RESPA, LO Compensation, UDAAP, and Continued Expansion of Turf.

Troy Garris, Garris Horn LLP - Dallas, TX
4:10 pm
Austin Only

0.50 hr

Title Insurance Strategies for Distressed Property and Bankruptcy

The chance for distressed properties and businesses selling property out of bankruptcy can arise with ever-changing market conditions and increased inflation rates. These types of properties can affect title insurance strategies recommended for the next course of action. Gain insight on how title insurance can help in distressed sales and reduce deal risk.

Dawn M. Lewallen, First American Title Insurance Company - Houston, TX
4:40 pm
Austin Only

0.50 hr

Current Litigation Trends for In-House Bank Counsel

The failures of SVB et al., increasing interest rates, and enhanced regulatory scrutiny has put banks into the spotlight, again. Discuss headaches on the horizon for in-house bank counsel.

Jared Slade, Alston & Bird LLP - Dallas, TX
5:10 pm

Adjourn

Time

Credit

Subject

Speaker
Thursday Morning, October 12, 2023
Presiding Officer:
Amanda R. Grainger, Winstead PC - Dallas, 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 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

0.75 hr

Dealing with Loans in the Context of Divorces, Death, and other Family Disruptions

Who gets the house is typically a big issue in divorce. There is often a lot of emotion tied to the house, especially if there are kids involved, and generally, one person wants to sell it more than the other. Realtors often have to deal with one uncooperative spouse when a sale is involved, and lenders often have to consider whether the one who wants to keep it can qualify on their own for a refi, home equity loan, or HELOC to buy out the other. Learn more about refinance concurrent to the divorce process, how to deal with a lender following a death, and when to advise a client to ask about assumptions, forbearance, and other mortgage-related scenarios.

Brooke Benson, MiMutual Mortgage - San Antonio, TX
Daryl Gail Weinman, Weinman & Associates - Austin, TX
10:00 am

0.50 hr

Foreclosures and Deeds in Lieu

A step-by-step review of the non-judicial foreclosure process and an overview of alternatives to foreclosure, including deeds in lieu. The presentation includes a step-by-step review of the basics plus practice tips and key forms.

Brian Thompson Morris, Winstead PC - Dallas, TX
10:30 am

15-Minute Break
10:45 am

0.50 hr

Loan Workouts and Modifications – Renew, Pretend, Extend

Explore the challenges of commercial real estate lending and servicing in the current environment of high interest rates, tight credit and lower property values driven, in part, by the post-COVID “work-from-home” phenomenon that has impacted office occupancy and demand, as well as demand for other property types that are dependent on office workers such as CBD hotels and retail. The presentation includes, specifically, a discussion of how CMBS special servicers are addressing maturing balloon loans that cannot be refinanced.

Jenna Unell, Greystone - Irving, TX
11:15 am

0.50 hr

What is Bankruptcy in Real Estate? Basic Bankruptcy as it Relates to Real Estate

A discussion about issues in real estate bankruptcies, including issues for real estate lenders and developers, including single asset real estate designation, the automatic stay, financing in bankruptcy, sales free and clear of liens, and plan confirmation.

Trip Nix, Holland & Knight LLP - Austin, TX
Eric J. Taube, Holland & Knight LLP - Austin, TX
11:45 am

1.00 hr ethics

Navigating the Ethical Minefield for Mortgage Lending Lawyers

Mortgage lending lawyers face numerous ethical challenges in their practice, including conflicts of interest, issuing opinion letters and responding to requests for proposal. Examine those issues and cover ways to avoid ethical violations.

Robert L. Tobey, Johnston Tobey Baruch, P.C. - Dallas, TX
12:45 pm

Adjourn

Day 1 October 11, 2023
Day 2 October 12, 2023

Download Schedule

Conference Faculty

Henson Adams

Haynes Boone, LLP
San Antonio, TX

Brooke Benson

MiMutual Mortgage
San Antonio, TX

John P. Bruce

Heritage Title Company of Austin, Inc.
Austin, TX

J. Stephen Brusniak

Brusniak Turner Fine LLP
Dallas, TX

Robert F. DuBois III

DuBois, Bryant & Campbell, L.L.P. / Adjunct Professor Texas Law
Austin, TX

Troy Garris

Garris Horn LLP
Dallas, TX

Amanda R. Grainger

Winstead PC
Dallas, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Caroline C. Jones

Special Counsel - Polunsky Beitel Green LLP
Austin, TX

Walt M. Junker

United States' Attorney's Office
Dallas, TX

Dawn M. Lewallen

First American Title Insurance Company
Houston, TX

Russell Menyhart

Taft Stettinius & Hollister LLP
Indianapolis, IN

John H. "Jack" Miller III

Jack Miller Law, PLLC
Houston, TX

Brian Thompson Morris

Winstead PC
Dallas, TX

Jill G. Murphy

Ruffner Schoenbaum Murphy, PLLC / Adjunct Professor Texas Law
Austin, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Trip Nix

Holland & Knight LLP
Austin, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Adam Sencenbaugh

Haynes Boone, LLP
Austin, TX

Jared Slade

Alston & Bird LLP
Dallas, TX

Eric J. Taube

Holland & Knight LLP
Austin, TX

Robert L. Tobey

Johnston Tobey Baruch, P.C.
Dallas, TX

Jenna Unell

Greystone
Irving, TX

Daryl Gail Weinman

Weinman & Associates
Austin, TX

Thomas M. Whelan

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

Amanda R. Grainger—Co-Chair

Winstead PC
Dallas, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Lauren Campisi

Hinshaw & Culbertson LLP
New Orleans, LA

James L. (Jim) Gosdin

Stewart Title Guaranty Company
Houston, TX

Niles W. Holmes

Niles Holmes, P.C.
Dallas, TX

Nisa Reyes Howard

Keller Home Financial Services
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

Chris A. Peirson

PeirsonPatterson, LLP
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Michelle Moore Smith

Jackson Walker LLP
Austin, TX

Thomas M. Whelan

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

Reid Wilson

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

MCLE Credit

Texas – 11.50 hrs | 2.00 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 Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Monday. 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

California – 11.50 hrs | 2.00 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 13.50 hrs | 2.50 hrs Ethics

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and 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 – 11.50 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. You may also be required to sign-in at the registration desk if you are attending in-person - please see staff onsite for more details. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 11.50 hrs | 2.00 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.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 13.00 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 Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

TX Real Estate Commission (TREC) – 11.50 hrs

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit. UT Law CLE will provide a Certificate of Attendance at the conference.

MCLE Credit

Texas – 11.50 hrs | 2.00 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer Law, Real Estate Law

UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.

California – 11.50 hrs | 2.00 hrs Ethics

Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.

Oklahoma – 13.50 hrs | 2.50 hrs Ethics

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. 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 Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. 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 – 11.50 hrs | 2.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Other States – 11.50 hrs | 2.00 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 your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

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 Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

TX Real Estate Commission (TREC) – 11.50 hrs

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit. The State Bar of Texas MCLE number will qualify this course for this type of self-reporting credit to TREC. UT Law CLE will provide a Certificate of Attendance once you complete the course.

Key Dates

Austin – Oct 11-12, 2023 – AT&T Conference Center

Live Webcast – Oct 11-12, 2023

Austin
Live Webcast

Individual
Last day for $645.00 Regular pricing: Sep 27, 2023

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $580.00 Regular pricing: Sep 27, 2023

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $515.00 Regular pricing: Sep 27, 2023

$615.00 for registrations received after this time

Last day for cancellation (full refund): Oct 6, 2023

$50 processing fee applied after this date

Last day for cancellation: Oct 9, 2023

Individual
Last day for $645.00 Regular pricing: Sep 27, 2023

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $580.00 Regular pricing: Sep 27, 2023

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $515.00 Regular pricing: Sep 27, 2023

$615.00 for registrations received after this time

Venue

AT&T Conference Center

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

Accommodations

$199 room rate good through September 10, 2023 (subject to availability). Please follow this link to book your reservation online.

Parking Information

Parking is available in the hotel'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 charges are subject to changes without notification.

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

Overnight Guests:

Hotel guests may obtain a parking card at the front desk for $21 per night.

Valet Parking Rates:

Daily valet: $21

Overnight valet: $35

57th Annual William W. Gibson, Jr.

Mortgage Lending Institute

Austin Oct 11-12, 2023 AT&T Conference Center $745 Individual $680 Group rate per person (5 registrants minimum) $615 Group rate per person (10 registrants minimum)

Live Webcast Oct 11-12, 2023 $745 Individual $680 Group rate per person (5 registrants minimum) $615 Group rate per person (10 registrants minimum)

Register

Related products: eConference Materials

Overview

Event Schedule

Wednesday Morning, October 11, 2023

Wednesday Afternoon, October 11, 2023

Thursday Morning, October 12, 2023

Conference Faculty

Henson Adams

Brooke Benson

John P. Bruce

J. Stephen Brusniak

Robert F. DuBois III

Troy Garris

Amanda R. Grainger

Niles W. Holmes

Caroline C. Jones

Walt M. Junker

Dawn M. Lewallen

Russell Menyhart

John H. "Jack" Miller III

Brian Thompson Morris

Jill G. Murphy

Kent Newsome

Trip Nix

Brian C. Rider

Adam Sencenbaugh

Jared Slade

Eric J. Taube

Robert L. Tobey

Jenna Unell

Daryl Gail Weinman

Thomas M. Whelan

J. Richard White

Planning Committee

Christopher W. Christensen—Co-Chair

Amanda R. Grainger—Co-Chair

April Rogers—Director

Lauren Campisi

James L. (Jim) Gosdin

Niles W. Holmes

Nisa Reyes Howard

Dawn M. Lewallen

Mary S. Mendoza

Brian Thompson Morris

Kent Newsome

Chris A. Peirson

Brian C. Rider

Michelle Moore Smith

Thomas M. Whelan

Reid Wilson

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

AT&T Conference Center

Accommodations

Parking Information

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57^th Annual William W. Gibson, Jr.

Austin Oct 11-12, 2023 AT&T Conference Center
$745 Individual

$680 Group rate per person (5 registrants minimum)

$615 Group rate per person (10 registrants minimum)

Live Webcast Oct 11-12, 2023
$745 Individual

$680 Group rate per person (5 registrants minimum)

$615 Group rate per person (10 registrants minimum)