What is the Executive Summit?

The Executive Summit, formally known as the Executive Round Table Conference, is for executives and owner operators. At this exclusive invitation-only event you will have an opportunity to collaborate with leaders in the title and settlement industry and learn from our expert speakers exposure to new ideas and networking with the best minds in the business. Oh, and we will have a little fun too!



March 15, 2020

8:00 AM: Executive Summit Golf Tournament

March 16, 2020

7:30 AM: Event Registration & Breakfast

9:00 AM - 5:00 PM: General Sessions

Welcome to the Executive Summit
Patrick Stone

Economic Outlook
Patrick Stone & MBA Economist

Lender Perspectives
Wells Fargo, Aces Risk Management, John Levonick, Marty Frame

Disaster Recovery
Jaime Kosofsky, Brent Laliberte, Don O’Neill

Lunch Break

Sales Management Simplified
Mike Weinberg

Why Should I Care About Culture? Title Agent Panel
Amrock, Surety Title

ABAs, How to and What Not to Do
Ken Trepeta, Tom Lico, Jim Campbell

Finding the Sweet Spot, Key Considerations for an Exit or Acquisition Strategy
Howard Turk

Wire Fraud & Cybersecurity - Real Life Experiences
Tom Cronkright, Aaron Cole, Bruce Phillips


Pat Stone

Pat Stone

Executive Chairman & Founder
WFG National Title Insurance Company

Brittany Hodak

Brittany Hodak

The Superfan Company

Mike Weinberg

Mike Weinberg

Consultant, Coach, Speaker and Bestselling Author

View All Speakers