Join your colleagues and friends on the Hyatt Scottsdale Resorts pickleball courts. Teammates will be rotated after each game.

There is no registration fee, but you must register to participate.

This three 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.

Registration fee of $150 (including lunch) is not included with conference registration.

• Instructor: Randy Newman, Esq., Total Lender Solutions

During this expertly guided process, you’ll make your own personalized, scented, 13 oz. candle by choosing your jar, creating your custom fragrance with essential oils and crystals, and pouring your own candle wax. Refreshments and wine will be served!

Registration fee of $90 is not included with conference registration.

After a day playing pickleball and making candles, relax and catch up with friends and colleagues at UTA’s Welcome Reception.

Our panel will address regulations that affect the default industry both today and in the near future and will provide their actionable thoughts on all of the rules addressed.

• – Caren Castle, Esq, Director of Marketing and Compliance and Lead Attorney, The Mortgage Law Firm (Moderator)
• – Dean Meyer, Director, Non-Performing Loan Management, Freddie Mac
• – Michelle Mierzwa, Esq., Wright Finlay & Zak

Enjoy coffee and tea while mingling with exhibitors and colleagues.

Our servicing panel will address issues relevant to both big trustees and small trustees with a focus on junk fees; loss mit failures; servicing transfers; and navigating federal and state rules. The panel will provide insights into how rule shifts are affecting servicers and will discuss strategies for adapting.

• – Cathe Cole-Sherburn, Sr. VP, Trustee Corps (Moderator)
• – Chris Santana, Pennymac
• – Monica Hadley, Director of Default & Loss Mitigation, Evergreen Home Loans
• – Robin Gardner, Loan Depot

During lunch, we will present the 2026 Phil Adleson Award, and the 2026 Dorothy Schick Veteran Member of the Year.

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, Founder & CEO, CJ Patrick Company

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

This 90-minute session allows Small Trustees to exchange information concerning operations and best practices within this small networking group of colleagues.

• – Randy Newman Esq., President, Total Lender Solutions

This 90-minute session allows Large Trustees to exchange information concerning operations and best practices within this small networking group of colleagues.

• – Cathe Cole Sherburn, Sr. VP of Operations, Trustee Corps

Put on your tropical, vibrant, and sultry ‘Hemingway chic’ clothes and join us as we celebrate ‘Havana Nights’. We’ll have tropical food, flamenco guitars, casino games with prizes, and a DJ spinning Cuban music genres like son cubano, salsa, and rumba. We’ll also have our annual Silent Auction with great prizes and great experience events.

Our Legislative Update panel will provide us with detailed summaries of the key issues and bills addressed this year in California, Washington, Oregon, Arizona, Utah, and Idaho.

• – Mike Belote, Esq., California Advocates, UTA California State Lobbyist
• – Andrew Boylan, Esq., McCarthy Holthus
• – Holly Chisa, HPC Advocacy, UTA Washington State Lobbyist
• – Joseph Tirello, Esq., Steele, LLP

Enjoy coffee or tea while mingling with exhibitors and colleagues.

Our case law panel will address 2026 cases that impact foreclosure and bankruptcy 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.

• – Laura Coughlin, Esq., McCalla Raymer Leibert Pierce, LLP
• – Ben Levinson, Esq., Law Office of Bejamin R. Levinson
• – Joshua Scheer, Esq., Scheer Law Group, LLP
• – John C. Steele, Esq., Steele, LLP
• – Joseph J. Tirello, Esq., Steele, LLP

Enjoy a buffet deli lunch while our gracious exhibitors announce their prize winners. You must be present to win!

This panel will address scenarios auction scenarios such as:

– Buyer arrives with $100K in cashier’s checks, $20K in cash. What does agent do with the cash?

– Sale concludes and bidder doesn’t have enough funds in his hand to cover his bid, wants to go to bank to get more funds.

– Buyer refuses to take and complete FinCen forms, but signs receipt acknowledging no Deed will be provided unless forms are completed.

• – Olivia Todd, Tiffany & Bosco, P.A. (Moderator)
• – Henry Briones, Auction.com
• – Miriam Paez, ServiceLink Auction and Agency Sales and Posting
• – Katie TerBush, MK Consultants
• – Brandi West, Xome

It is time to say your goodbyes to your friends and colleagues – and enjoy an ice cream bar of your choice