About the Conference

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.

Want to be a Sponsor?

Platinum Sponsorship

  • Booth
  • Full Page Ad
  • 3 - Registrations
  • Acknowledged During Annual Meeting
  • eNews Promos
  • UTA Logo Business Card Holder
  • Acknowledged in Ad in Conference Materials
  • Promotion of Sponsorship in Unique Eblasts
  • Session Sponsor
  • 10 Extra Drink Tickets
  • Acknowledged in Platinum Ad in Materials
  • 10 free tickets to Escape Room and/or Reno Riverwalk
  • 2 comp. full page ads in UTA Quarterly
  • One song as ‘lead singer’ with the Country & Western Band on Monday Night

Gold Sponsorship

  • Booth
  • Half Page Ad
  • 2 - Registrants
  • Acknowledged During Annual Meeting
  • eNews Promo
  • UTA Logo Business Card Holder
  • Acknowledged in Ad in Conference Materials
  • Promotion of Sponsorship in Unique Eblast
  • Session Sponsor
  • 3 Extra Drink Tickets

Silver Sponsorship

  • Booth
  • Quarter Page Ad
  • 1 - Registration
  • Acknowledged During Annual Meeting
  • eNews Promos
  • UTA Logo Business Card Holder

Peppermill Resort Spa Casino

Enjoy slots, table games, and poker in the 82,000-square-foot casino and race & sportsbook. Resort amenities include a posh 9,900-square-foot fitness center; two beautiful pools and three outdoor jetted spas, heated with on-site geothermal energy; designer boutique shopping, free WiFi Internet access for all guests; An exciting assortment of bars and lounges, including the iconic Fireside Lounge; and 9 award-winning restaurants offering authentic Chinese, inspired Italian, steaks and chops, seafood, deli, and café dining.

Hotel Page
Peppermill Resort Spa Casino

Networking Event









  • Day 1 Sunday, November 7
  • Day 2 Monday, November 8
  • Day 3 Tuesday, November 9
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10:00 AM - 12:30 PMCalifornia Basic Foreclosure Certification Course (Level 1)

This two and a half hour course syllabus followed by a one-hour open-book online exam covers state foreclosure procedures; monetary and non-monetary defaults; judicial vs. nonjudicial foreclosures; what a lender provides to the Trustee what a trustee does; notice of default; notice of sale; review of Trustee’s Sale Guarantees; reinstatement; presale redemption; sale; Trustee’s Deed; Proceeds of Sale; and Bankruptcy.

The conference registration fee does not include the certification class.

Instructor: Randy Newman, Esq., Total Lender Solutions

02:00 PM - 04:00 PMReno River Walk

Take a stroll along the Riverwalk and savor Reno’s exciting urban renaissance. You’ll find shopping, restaurants, bars and taverns, entertainment, lodging, even a whitewater park – all in a safe, fun, friendly area that celebrates Reno’s arts, culture, and history.

A shuttle van will take us to and from the Riverwalk.

Registration fee of $25 not included with conference registration.

02:30 PM - 04:30 PMEscape Room Adventure

You have one hour to find your way through different levels of hints and attempt an escape! You’ll be part of a team of six that works together for one hour to solve a series of puzzles, riddles, clues, and games.

You’ll choose among two scenarios: Lost Cabin, where you’ll search to find your lost uncle, and The Asylum where you’ll have to uncover the mysteries to escape the insanity.

A shuttle van will take us to and from the Escape Room.

Registration fee of $50 not included with conference registration

06:30 PM - 08:00 PMWelcome Reception

After a hard day of work escaping or strolling, relax and catch up with friends and colleagues at UTA’s Welcome Reception.

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06:30 AM - 08:00 AMSparkle Yoga with Jennifer Wallis

Yoga is not only about getting a stronger, leaner body or releasing stress and anxiety, it is about getting familiar with yourself. It is about creating space where you were once stuck. It is about peeling away the layers of protection that you have built around you, it is about opening your heart, and appreciating your body and becoming aware of the noise that the mind creates. Yoga is about finding peace within yourself and loving you.

There is no additional cost for this class, but you must register. Mats will be provided.

  • – Jennifer Wallis, Owner, Sparkle Yoga
08:00 AM - 09:00 AMContinental Breakfast
08:30 AM - 09:00 AMSpeed Networking

Held right in our exhibitor hall, participants will join a station of three colleagues for seven minutes of facilitated conversation before moving onto another station of three (and so on).

09:00 AM - 09:45 AMDefault Servicing Economic Forecast

Rick Sharga returns to forecast trends for the default servicing industry. Rick’s presentation will provide information and analysis that forecasts the economic environment, housing activity, mortgage analysis, and foreclosure analysis.

One of the country’s most frequently-quoted sources on real estate, mortgage, and foreclosure trends, Rick has appeared regularly over the past 15 years on CNBC, the CBS Evening News, NBC Nightly News, CNN, ABC World News, FOX, Bloomberg, and NPR.

  • – Rick Sharga, EVP, RealtyTrac
09:45 AM - 10:15 AMExhibit Break

Enjoy coffee or tea while mingling with exhibitors and colleagues.

10:15 AM - 11:30 AMNew Rules and Moratoriums! Wait … More Changes! Are You Ready?

Representatives from Fannie Mae, Freddie Mac, and Community Loan Servicing will address post-moratorium servicing and default management issues, including CFPB’s 2021 Mortgage Servicing COVID-19 Rule effective 08-31-21.

  • – Edward Treder, Esq., Barrett Daffin Frappier Treder & Weiss (moderator)
  • – Dean Meyer, Director, Non-performing Loan Management, Freddie Mac
  • – Todd Barton Esq., Dep. Gen Counsel, Fannie Mae
  • – Sasha Cohen, Esq., First VP and Corporate Counsel, Default Administration Community Loan Servicing
11:30 AM - 12:30 PMAnnual Meeting and 2021 Award Winners

During lunch, we will hold our annual meeting and board election and present the 2021 Phil Adleson Award, and the 2021 Dorothy Schick Veteran Member of the Year Award.

  • – Randy Newman, President Total Lender Solutions, and UTA President
12:30 PM - 02:00 PMOrder in the Court!

Our session featuring Bankruptcy Judges will address Court decisions and recent legislation that affects UTA members in their day-to-day business of servicing collection, and foreclosure. 

  • – Benjamin R. Levinson, Esq., Law Offices of Benjamin R. Levinson (moderator)
  • – Hon. Charles Novack, Northern District of California
  • – Hon. Scott C. Clarkson, Central District of California
  • – Hon. Christopher G. Jaime, Eastern District of California
  • – Hon. August B. Landis, District of Nevada
02:00 PM - 02:30 PMExhibit Break

Enjoy a ‘sweet’ break with our exhibitors while snacking on your choice of cookies and sodas.

02:30 PM - 04:00 PMCase Law Updates

Our case law panel will address 2021 cases that impact foreclosure 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.

  • – Andrew Boylan, Esq., McCarthy Holthus
  • – Stephen T. Hicklin, Esq., The Hicklin Firm
  • – Martin T. McGuinn, Esq., Kirby & McGuinn
  • – Christopher McNichol, Esq., Gust Rosenfeld
06:00 PM - 10:00 PMAn Evening of Dinner, Networking, Country Dancing and Friendship

Saddle Up Cowboys and Cowgirls! We’ll enjoy a night of roving dining and networking as we catch up with friends and colleagues in the Edge Nightclub. A cowboy rope demonstration; tin-can shooting; mechanical bull; cornhole and line-dancing instruction with a live country & western band are all on the program. UTA’s Silent Auction will be held as well. Dress in your best country-western attire!

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08:00 AM - 09:00 AMContinental Breakfast
09:00 AM - 10:00 AMPost-Pandemic Concerns

Now that we’ve heard from Fannie and Freddie, what’s next? Our panel will discuss potential problems and solutions for trustees, title companies, servicers, and posting and pubs.

  • – Glenn H. Wechsler Esq., Law Office of Glenn H. Wechsler (Moderator)
  • – Chet Sconyers, First American Mortgage Solutions
  • – Mary Wendel, MK Consultants
  • Tiffany Malm, USRES
10:00 AM - 10:30 AMExhibit Break

Enjoy coffee or tea while mingling with exhibitors and colleagues.

10:30 AM - 11:30 AMLegislative Update

Our legislative update panel will provide us with detailed summaries of the key issues and bills addressed this year in California, Washington, Oregon, Utah, Arizona, and Nevada. We’ll also be discussing and soliciting our 2022 legislative ‘wishlist’.

  • – Michelle Mierzwa, Esq. Wright Finlay & Zak (moderator)
  • – Mike Belote, Esq., California Advocates
  • – Holly Chisa, HPC Advocacy
  • – Christina V. Miller, Esq., Wright Finlay & Zak
  • – Brigham Lundberg, Esq., Lundberg & Associates, PC
  • – Christopher McNichol, Esq., Gust Rosenfeld
11:30 AM - 12:30 PMLunch and Exhibitor Raffle

Enjoy a buffet deli lunch while our gracious exhibitors announce their prize winners.

  • – Cathe Cole-Sherburn, Trustee Corps, UTA Education Chair
12:45 PM - 02:15 PMSmall Trustees Roundtable

Trustees exchange information concerning operations and best practices within this small networking group of colleagues. 

  • – Robert Cullen, Redwood Trust Deed Services (Facilitator)
  • – Randy Newman, Esq., Total Lender Solutions (Facilitator)
12:45 PM - 02:15 PMLarge Trustees Roundtable

Trustees exchange information concerning operations and best practices within this small networking group of colleagues. 

  • – Cathe Cole-Sherburn, Trustees Corps (Facilitator)
02:15 PM - 02:30 PMIce Cream Break

Time to say your goodbyes to your friends and colleagues – and enjoy an ice cream bar of your choice.


See what other people are saying about us.

45th Annual Conference

"I highly commend every person that contributed in making our UTA Virtual Conference possible this difficult year. I appreciate Richard Meyers and his office support team, all the Panelists, Legal Counsel, Title Experts, Colleagues who shared their expertise for our benefit. Thank you to all, highly appreciated."

45th Annual Conference

"I think the conference was great, lots of important information provided, good speakers and materials. The games were fun but missed the social in person interaction with colleagues."

44th Annual Conference

"Winner! Winner! I've come to expect great speakers, great material and something always fun. It's educational just being around so many smart and involved people. As a small company owner, I can't afford to miss this conference. "

45th Annual Conference

“The conference turned out great, especially since this is the first time that the conference was held virtually. Everyone involved with putting this together deserves kudos for their hard work. Great job!”

45th Annual Conference

"With all things considered, the conference was great! I've attended a few different conferences virtually and I liked this one the best. Having a few sessions per day spread out across the week worked really well. Richard and Kristie did an amazing job helping with all of the technical aspects."

44th Annual Conference

"Best conference in a long time."

Conference Registration Form

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