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2019 Session Detail
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Following is an overview of the conference program and session descriptions for the 2019 Annual Users Conference. If a particular session is specific to Complete Closing (CCE) or RamQuest One, we have included that information as part of the session title/description. If you do not see a specific product designated, users of both are encouraged to attend. Additionally, we have included some designations at the end of some of our session descriptions that are designed to assist you in selecting the appropriate session. The designations will help you determine if the session is specific to RamQuest One or Complete Closing users, or if it is more general in nature and suitable for any attendee.
Monday, March 4
Conference Registration/Continental Breakfast (8:00am – 9:00am)
General Session: Welcome/Keynote Address (9:00am – 10:45am)
Join us for this year's keynote address by Matt Havens. Get ready to laugh and learn during his entertaining presentation, Stop Acting Your Age, that uncomplicates the complex as he shows us how to avoid generational warfare.
Break with Exhibitors (10:45am – 11:15am)
Concurrent Sessions - Group 1 (11:15am – 12:30pm)
Marketing and Selling to Millennials
How do you market to Millennials? Whether they are your customer, or your client, what are the best strategies to reach them, keep them as clients and draw them in? This session will help you understand how to most effectively grab their attention and keep them loyal to you. (General)
The Paperless Office: The Time is Now
Paperless is a great concept but not always easy to achieve. Join us for this interactive session where you will learn how to make this concept a reality. This discussion will include tips and tricks for the most effective ways to go paperless and how to use your entire RamQuest solution to support your paperless effort. Bring your challenges and hurdles; let us help you work through them. (General)
The Basics of Your CCE Dashboard
Join us for this session where we’ll introduce you to the ins and outs of your CCE Dashboard. Learn the setup behind tracking task assignments, due dates and dependencies and how your users can customize this tool so that it is relevant to what they do each day. (CCE)
Closing Market Overview
Join us for this introduction to our newest and most unique Closing Market partners and learn how their services can benefit your operation. We’ll show you just how easy the integrations are to use and answer your setup and TPR questions! (General)
RamQuest One: Are You Using These Cool Features?
Calling all RamQuest One users! Join us for this session where we'll introduce you to some cool RamQuest One features that you might not be using. Are you adding your own tabs to title production? Are you locking files? What about hyperlinking? This is just the tip of the iceberg. During this session we'll demonstrate how and when to use some of the more advanced, less frequently used features that can only be found in RamQuest One! (One)
Lunch (12:30pm – 1:30pm)
Concurrent Sessions - Group 2 (1:30pm – 2:45pm)
Revolutionizing the Closing with Remote Online Notary
This session will breakdown what Remote Online Notary (RON) is and how it changes the game for all stakeholders in the closing process. Attendees will gain more information on newly established industry standards, geographic legality, best practices and the value it brings to title, lenders, notaries and consumers. We’ll also discuss the effects this new technology will have on the industry and any changes that may occur to the process by which title companies and lenders do business. (General)
EZ ALTA: The Secret Sauce
Join us for an in-depth overview of this new functionality in your RamQuest solution. Whether you’re a CCE or a RamQuest One user, don’t miss this informative session where we will show you how just EZ this new tool makes it for you to get data into your system and generate your CD or ALTA Settlement Statement! (CCE/One)
Teach Me How: CCE Reports
Join us for this informative session where we will go step-by-step through creating basic reports within CCE Reports. Here are just a few of the specifics that we will cover: what information to include, how to pull in the data that you need and how to add custom branding elements. (CCE)
Dashboard: Beyond the Basics
Now that you understand the nuts and bolts and setup of CCE Dashboard, it’s time to put this powerful tool to work for your operation. Even if you’re already using Dashboard, you won’t want to miss this deep dive into the ins and outs of automating your operation and how to harness the full potential of your CCE Dashboard for your business. (CCE)Title Insurance and Cannabis: Stirring the Pot
You’ve seen the headlines, “More states are adopting laws legalizing marijuana for medical and recreational use.” How are the changing times affecting the title industry? What are the new potholes and pitfalls you’re facing? In this session we “stir the pot” and explore the risks associated with insuring marijuana property transactions. We will discuss current, relevant laws and regulations, federal enforcement history, existing business and lending trends, title/escrow challenges and more. (General)
Break with Exhibitors (2:45pm – 3:15pm)
Concurrent Sessions - Group 3 (3:15pm – 4:30pm)
Digital Currency in the Real Estate Market
Bitcoins, digital wallets and other digital or cryptocurrency terms are increasingly in the news headlines. And now, the real estate market is getting involved. But what do you need to know before conducting a transaction with cryptocurrency? Join us as we explain the various applications of cryptocurrency, blockchain technology and how the title and taxes play out in the conveyance of the property. (General)Escrow Accounting and the Closing Team – Work Together for Success
Do your Accounting and the Closing Teams speak the same language? Speaking numbers doesn’t have to be a foreign language to others within your company. In this session you will learn how to work as a team for success. We will cover topics including why the accounting process is so important to everyone, how recons can be done with less effort, usage of RQ features such as check lumping, net deposits, net funding, held checks and much more! Come learn tips and tricks for accounting success! (CCE)Teach Me How: CCE Documents
Join us for this session where you will learn the basic skills needed to create a document in CCE to fit your operation’s needs. Specific topics that will be covered include Document “Clauses,” Merge Fields, Stored Procedures, Prompts, If/Then Statements, Document Security, Document Categories and Document Packages. (CCE)
**Please note that due to time constraints, this session will not address initial configuration for items such as the Word Docs folder or settings within Word. A guide detailing these topics will be available for download from the conference app.**Disaster Recovery
If you’ve ever wondered just what your Disaster Recovery plan should look like, then this is the session for you! Join us for this informative Disaster Recover session including details on how to identify and correct problems, what specific steps to take and more. (CCE/One)RamQuest One: Creating Documents
Join us for this overview of documents in RamQuest One. We’ll show you just how easy they are to create and teach you the basic skills needed to create a document in RamQuest One to fit your operation’s needs. Specific topics that will be covered include Document “Clauses,” Merge Fields, Stored Procedures, Prompts, If/Then Statements, Document Security, Document Categories and Document Packages. (One)
Concurrent Sessions - Group 4 (4:30pm – 5:30pm)
Complete Closing JAD Session
Many of the new features or improvements to existing features that you see in the newest version of your RamQuest software come from ideas generated in this interactive design session. This JAD (Joint Application Design) session is your opportunity to participate in the design phase and give us insight into how to make new features and enhancements in your Complete Closing solution better for the entire user community. Don't let the idea of this session keep you from participating - come and see how we make designing software fun! (CCE)RamQuest One: Custom Data Fields
You know that RamQuest One allows you to create custom data fields but do you know how to make the most of this versatile feature? When should you use custom data? And, when should you not? Join us as we explore how to get the most out of this feature and discuss best practices for using custom data fields. (One)
Opening Reception with Exhibitors (5:30pm – 6:30pm)
Tuesday, March 5
Continental Breakfast (8:30am – 9:00am)
Concurrent Sessions - Group 5 (9:00am – 10:15am)
You Don't Need to Advertise a Good Party
Join us for this session where we'll discuss how to stay relevant while you innovate and crush the competition in the ever-changing Title industry with a focus on offering customer care through the closing process. (General)
Closing Market Administration
Do you have questions about Closing Market configuration? Are you interested in learning more about queues? Would you like to have tips and tricks for troubleshooting? Then this session is for you! Specific Closing Market tech topics covered during this session will be routing rules, status rules, order notification rules, managing associates, order queue and document queue. (General)Basic Training: Report and Dashboard Creation with Your RamQuest Data
RamQuest has chosen Entrinsik Informer to help make ad-hoc reporting from your RamQuest data a reality. With Informer, you no longer need to spend hours wrestling with Excel or Crystal data in order to provide users, processors, team leads and executives the ability to analyze and visualize department-specific data. Learn how to mine, organize and distribute your data using a drag and drop interface to create interactive reports and visualizations and scheduled delivery of output. See how Informer helps RamQuest users make data-driven business decisions with confidence. (General)
Maximizing PaperlessCloser in RamQuest One
Are you just using PaperlessCloser as a "pass through" for Closing Market or are you taking full advantage of all the ways this tool can work for you? Join us for this session where we'll look at the many ways PaperlessCloser can benefit your organization, streamline your processes and aid in interaction with clients and vendors. (One)
Executive Forum
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Forum where we will focus on topics that are important to you! Don’t miss this opportunity to network and share ideas with other title company Executives and participate in this high-level conversation. Participants are required to attend the ENTIRE one-day forum. (Title Company Executives)
Break with Exhibitors (10:15am – 10:45am)
Concurrent Sessions - Group 6 (10:45am – 12:00pm)
Uncovering Unrecorded Debt and Municipal Liens
Join us for this session where you will learn how to avoid issues or delays with real estate transactions including how to ensure all critical property issues, recorded and unrecorded, are uncovered prior to a closing. (General)
Complete Closing 8.8: A Deep Dive
Join us as we take an in-depth look at all of the new features in Complete Closing version 8.8, like the ability to create subcategories in FileScan Plus!, how to set up an auto-send of a watermarked copy of printed check(s) to FileScan Plus! and a new option that inserts the electronic signature of the user when the Receipts and Disbursements ledger is printed. All this, and more! (CCE)
Take It to the Next Level: CCE Advanced Documents
If you're a seasoned document creator ready to move beyond the basics, this is the class for you! Join us for a look at advanced document options such as merge loops and "If" statements. Or, if you have a specific function in a document that's giving you fits, bring your laptop and let's have a look at it together! (CCE)
RamQuest One: New Screen Overview
If you’re a RamQuest One user, then we know you’ve noticed a difference in the look of some of the screens. These changes will help you do your business better and more efficiently and we know you’ll be excited to join us for an in-depth look at all the great changes we’ve made to the screens in RamQuest One 3.1 and 3.2. (One)
Executive Forum
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Forum where we will focus on topics that are important to you! Don’t miss this opportunity to network and share ideas with other title company Executives and participate in this high-level conversation focusing on security, emerging trends and more! Participants are required to attend the ENTIRE one-day forum. (Title Company Executives)
Lunch/Lunch and Learn Vendor Demo Sessions (12:00pm – 1:00pm)
Vendor Demo Session: American Property Guard
Join American Property Guard as they demonstrate how to order real-time tax certificates and plat documents. During this sessions, attendees will gain insight into the fulfillment cycle of tax certification and how automated return simplifies title processing.Vendor Demo Session: BC Law
BC Law Firm provides both national deed preparation and Attorney State settlement services. During their Lunch and Learn session, they’ll train attendees on their deed preparation integration with Closing Market which can provide an improved deed document ordering process without ever having to leave the RamQuest platform.Vendor Demo Session: CloseSimple
Title companies report growing their business by more than 10% with the use of CloseSimple and their informative Lunch and Learn session will show you just how companies done it. Join CloseSimple for a look at some of their innovative features like: Artificial Intelligence, Text Messaging, Beautiful Emails and Pizza Tracker for Title and Automation Sequences.Vendor Demo Session: USPROSERV
USPROSERV has developed a new solution stack “USPROSERV Foundations” that brings together TitleLinx 360° Team Collaboration Dashboard, Biometric Multi-Form Authentication, Geo Location Fencing, Password Self-Management, Data Validation, Micro-tokenized Data Encryption (Data at Rest and Data in Motion), Blockchain Technology and Endpoint Cybersecurity Monitoring incorporated into a cohesive cost-effective solution meeting the escalating demands on strong and effective data security and compliance. USPROSERV Foundations can be incorporated into the USPROSERV TitleLinx 360° Team Collaboration Dashboard or as a standalone solution. Join us for this conversation about how this can be used by both CCE and RamQuest One users.
General Session: AXIOMS:
An Outlook and Forecast for the Economy, Real Estate & Life (1:00 pm – 2:15 pm)
Join special guest, Ted C. Jones, Chief Economist and Sr. Vice President for Stewart Title Guaranty Company, for this discussion on 2019 Real Estate Economics. Don’t miss this opportunity to hear one of the foremost experts in the field share his insight and expertise on the real estate industry and its relationship to the economy.
Round Table Discussions (2:15pm – 3:00pm)
Back again this year...Round Table discussions! We'll bring back some of our most popular discussion topics from years past and have added some brand new topics, too. To see a full list of Round Table topics and descriptions, click here.
Grand Prize Drawing/Break with Exhibitors (3:00pm – 3:15pm)
Concurrent Sessions - Group 7 (3:15pm – 4:30pm)
Wire Fraud: The Risks and How To Protect Your Organization
This session will cover the current threat environment the industry faces with regards to Wire Fraud. It will cover the current trends, what weaknesses attackers are using to exploit organizations, how to coordinate efforts across multiple parties that are a part of a transaction and how to best protect your organization and clients. (General)Take It to the Next Level: CCE Advanced Reports
This class is designed for those who have experience creating reports. Join us for this session where we'll take an advanced look at reporting in Complete Closing Enterprise. We'll discuss auditing your existing reports for CDF information, using CC Report Writer, RQ Query, SQL Views and Stored Procedures. (CCE)
**Please note: this session will not cover the basics of formatting or layout of reports. **The Nuts and Bolts of Escrow Accounting
Join us for this dive into Complete Closing’s Escrow Accounting functionality as we take a look at reconciliation, using three way reports, held check reports, deposit slips, troubleshooting and more. We’ll also share our tips to help make Escrow Accounting easy. (CCE)RamQuest One JAD Session
Calling all RamQuest One users! You won’t want to miss this session where you will have the opportunity to participate in the design phase and give us insight into how to make new features and enhancements for RamQuest One better for the entire user community. (One)Executive Forum
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Forum where we will focus on topics that are important to you! Don’t miss this opportunity to network and share ideas with other title company Executives and participate in this high-level conversation focusing on security, emerging trends and more! Participants are required to attend the ENTIRE one-day forum. (Title Company Executives)
General Session: Regulatory Update (4:30pm – 5:30pm)
Join us for a high level update on the regulatory state of our industry including discussions about RESPA enforcement, the TRID landscape and an overview of the new CFPB under the new director
Optional, After-Hours Event (6:30pm)
Join us for an evening filled with fun and food at Dave & Buster's! Your $65 cost to attend includes transportation, dinner, dessert, drinks and entertainment! You won't want to miss this evening with fellow conference attendees, RamQuest associates and our vendors.
Closing Breakfast (9:00am – 10:30am)
General Session: What’s on Your Wish List? (10:30am – 11:45am)
Do you ever wish that your RamQuest solution could do "this" or have you always wanted to have "that" included in order entry (or somewhere else)? Bring all the thoughts like this that you have running around in your head and share with your RQUG Enhancement Committee and fellow users them during this session! (CCE/One)
Conference Concludes (11:45am)