Event Program

Don't Miss a Thing

  • Day 1 Sunday, November 5
  • Day 2 Monday, November 6
  • Day 3 Tuesday, November 7
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10:00 AM - 01:30 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.

Registration fee of $100 is not included with conference registration.

Instructor: Randy Newman, Esq., Total Lender Solutions

01:30 PM - 04:00 PMApps, Drinks … And Games at Bundox Bocce

This event is all about having fun with your colleagues. We’ll enjoy great food, full-service bars, upscale amenities and non-competitive and competitive fun for everyone. Bundox Bocce is an entertainment complex with shuffleboard, ping pong, pool tables, arcade games – and of course, bocce. Bocce is kind of a combination of bowling, pool, and croquet, with a bit of mini golf thrown in.

Registration Fee of $99 is not included with registration.


06:30 PM - 08:00 PMWelcome Reception

After a hard afternoon socializing in an energetic environment, relax and catch up with friends and colleagues at UTA’s Welcome Reception.

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07:30 AM - 08:30 AMContinental Breakfast
08:30 AM - 09:30 AMInsights of Current State Affairs and Going Forward

Fannie Mae and Freddie Mac will address the current state of affairs of the default industry from the GSE perspective and provide their thoughts going forward.

      • – Cathe Cole Sherburn, Sr. VP of Operations, Trustee Corps (moderator)
      • – Caren Castle, Esq., Director of Marketing and Compliance and Lead Attorney, IDEA Law Group, P.C./em>
      • – Graham Kidner, Esq., Deputy General Counsel, Fannie Mae
      • – Dean Meyer, Director, Non-performing Loan Management, Freddie Mac
09:30 AM - 10:00 AMRefreshment Break

Enjoy coffee or tea while mingling with exhibitors and colleagues.

10:00 AM - 11:15 AMBankruptcy Updates With Bankruptcy Judges

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 Office of Benjamin R. Levinson (moderator)
  • – Hon. August B. Landis, District of Nevada
  • – Hon. Christopher D. Jaime, Eastern District of California
  • – Hon. Stephen L. Johnson, Northern District of California
11:30 AM - 01:00 PMLunch – Default Servicing Economic Forecast and 2023 Award Winners

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.

During lunch, we will present the 2023 Phil Adleson Award, and the 2023 Dorothy Schick Veteran Member of the Year Award.

  • – Rick Sharga, Founder and CEO, CJ Patrick Company
01:00 PM - 02:00 PMLegislative Update

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

  • – Michelle Mierzwa, Esq. Wright Finlay & Zak (moderator)
  • – Mike Belote, Esq., California Advocates
  • – Holly Chisa, HPC Advocacy
  • – Brigham Lundberg, Halliday Watkins, & Mann
02:00 PM - 02:30 PMRefreshment Break

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

02:30 PM - 04:00 PMSmall Trustees Roundtable

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, and UTA President
  • – Robert Cullen, Redwood Trust Deed Service
02:30 PM - 04:00 PMLarge Trustees Roundtable

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
06:00 PM - 09:00 PMAn Evening of Dinner, Networking, Friendship and Dancing

Our ‘denim and bling’ themed night of roving dining and networking includes great friends, food and fun. This year’s dinner event includes dancing with DJ Fresh and a LIVE auction to complement our Silent Auction of amazing items – so prepare to bid and do your holiday shopping early.

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08:00 AM - 09:00 AMContinental Breakfast
09:00 AM - 10:00 AMNatural Disasters and Delays in Foreclosure

With the increasing regularity of natural disasters, it’s imperative that trustees have a systemic response with best practices in place. Our panel will explain what criteria determine the declaration of a natural disaster and how best to avoid interruptions in your operations.

        • – Andrew Boylan, Esq., McCarthy Holthus (moderator)
        • – Tracy Hager, Mortgage Operations
        • – David Passey, Director of External Affairs, FEMA Region 9
        • – Talia Ramirez, Computershare Loan Services
10:00 AM - 10:30 AMRefreshment Break

Enjoy coffee or tea while mingling with exhibitors and colleagues.

11:00 AM - 12:15 PMCase Law Updates

Our case law panel will address 2023 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
        • – Laura Coughlin, Esq., McCalla Raymer Leiber & Pierce
        • – Brigham Lundberg, Halliday Watkins & Mann
        • – Kayo Manson-Tompkins, Esq., Steele, LLP
        • – Martin T. McGuinn, Esq., Law Office of Martin T. McGuinn
12:15 PM - 01:15 PMLunch and Exhibitor Raffle

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

01:30 PM - 02:30 PMBank Closures and the Effect on Real Estate Lending Practices

This session will explore how bank closures now will affect operations differently than they did in 2008 or 1986.

  • – Randy Newman, Esq., Total Lender Solutions (moderator)
  • – Dr. Tommie Thompson, President, Cobb Bazilio and Associates PC
02:30 PM - 02:45 PMIce Cream Goodbye

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

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