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

8:45 AM - 9:00 AM

Welcome to the Executive Summit

9:00 AM - 10:15 AM

10:15 AM - 11:00 AM

Lender Perspectives
John Levonick, Todd Hougaard, Marty Frame

11:00 AM - 11:45 AM

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

12:00 PM - 1:00 PM: Lunch

1:00 PM - 1:30 PM

ABA's - How to and What Not to Do
Ken Trepeta, Tom Lico, Brian Hughes, Jim Campbell

1:30 PM - 2:30 PM

Sales Management Simplified

2:30 PM - 3:00 PM

Improving Business Process and Expense Management
Mary Schuster, Tish Bush

3:00 PM - 3:45 PM

Wire Fraud & Cybersecurity - Real Life Experiences
Charles Cain, Bruce Phillips, Aaron Cole

3:45 PM - 4:00 PM

That's a Wrap
Charles Cain


Pat Stone

Pat Stone

Executive Chairman & Founder
WFG National Title Insurance Company

Hernando de Soto

Hernando de Soto

Institute for Liberty and Democracy

Mike Weinberg

Mike Weinberg

Consultant, Coach, Speaker and Bestselling Author

Marty Frame

Marty Frame

WEST, Williston Financial Group company

View All Speakers