The following is an overview of the conference program and session descriptions for the 2025 Annual Users Conference. Please note, we have included designations at the end of our session descriptions designed to assist you in selecting the appropriate session. The designations will help you determine if the session is specific to a particular group of users or if it is more general in nature and suitable for any attendee.

  

Monday, March 3

Registration/Continental Breakfast (8:00am-9:00am)

Welcome/Keynote Address (9:00am-10:30am)
Garrison Wynn, a Fortune 500 leader and professional stand-up comedian, will share timely and relevant business insights using his signature style of combining humor and research. Don’t miss this motivational keynote address!

Break with Exhibitors (10:30am-11:00am)

Concurrent Sessions - Group 1 (11:00am-12:15pm)

Cybersecurity Essentials
Who can you rely on when it comes to your business’ security? This session offers insights on collaborating with trusted technology partners and integrating greater security measures for your company. We’ll teach you about trending cyber threats and equip you with the knowledge to optimize your organization’s digital defenses. (General)

Modernizing Title: Emerging Tech Impact on Efficiency & Security 
Join us to explore how cutting-edge technologies like AI, APIs, embedded payment initiation and faster payment systems are revolutionizing the title industry. This session will delve into the transformative impact of these innovations on data management, customer experience, workflow efficiency, and transaction speed. Through real-world case studies and strategic insights, you’ll learn how to integrate these technologies to gain a competitive edge, streamline operations, and enhance compliance. Don’t miss this comprehensive discussion on the future of payments within the title industry and how to stay ahead in a rapidly evolving landscape. (General)

Complete Closing Supervisor Strategies
During this session, we’ll take an in-depth look at the various settings and options within CC Supervisor. We’ll discuss the important items to consider with CCE User Roles and during the Configuration process. Apply practical items from recent CCE releases and review options that you may not be using today. Join us to enhance your Supervisor skills! (CCE)

Unlock the Power of Horizon for your Commercial Business
Join us for an in-depth exploration of the powerful features in Horizon, tailored specifically for commercial transactions. This session will cover the functionality of the Horizon Commercial Settlement Statement, demonstrate the use of Horizon calculators, and guide you through building custom sections. You’ll also learn how to efficiently manage Buyer, Seller, and Combined Statements to streamline your commercial transactions. Don’t miss this opportunity to enhance your workflow and maximize the potential of Horizon for your commercial business. (Horizon)

Explore the Commercial Settlement Statement
Did you know you can use CCE's Commercial Settlement Statement (CSS) in lieu of a HUD for cash transactions? Want to do more with the CSS, but you aren’t sure how? Unlock its full potential as we explore all things CSS! (CCE)

Lunch (12:15pm-1:30pm)

Concurrent Sessions - Group 2 (1:30pm-2:15pm)

What’s New on Closing Market
Join us for this session that will showcase the newest integrations in Closing Market. We’ll share live demonstrations of our newest integrations including GridBase, Action Title Research, new wire integrations and more! And get a sneak peek of what’s coming next when we show you how our Closing Market integrations can transform your closing experience, help you save time, reduce errors and boost productivity. (General)

Meeting the Needs of the Modern Homebuyer
With Millennials now being the largest cohort of homebuyers, there is a growing shift in consumer behavior that favors faster, more convenient closings. Join Closinglock’s Andy White for this session where he will explore why creating a more streamlined digital experience, from completing and submitting documents, to making payments, will be critical to earning new business and delivering a positive customer experience. (General)

CCE: Little Tricks for Big Databases 
How fit is your SQL server? Do you archive your audit logs? Do you know about Agent Vendor cleanup scripts? Join us as we walk through “how to” for various optimization and organization tactics to keep your server in tip-top shape. Discover simple tools and settings to help you develop a maintenance plan, monitor server status and avoid common mistakes. This session will cover tricks for optimizing queries, archiving audit logs, customizing SQL scripts to perform various tasks, cleaning up document lists and duplicate agent vendors and more. (CCE)

Horizon Report Builder Deep Dive
Join us for an interactive Horizon Report Builder session. This session will not only demonstrate how to use the Report Builder but also explain the why behind the functionality, to help you develop an understanding of the full potential of this powerful tool. Learn step-by-step how to create business-critical reports within Horizon and we'll showcase our existing reports while we discuss how to customize them, so they are tailored to meet your specific needs. Don't miss this opportunity to enhance your Horizon reporting skills. (Horizon)

Advanced CCE Reports (201)This next-level reports session is your steppingstone to mastering data analysis and reporting in CCE. Join us as we explore advanced features that go beyond the basics. Bring your laptop to work through real-world examples and hands-on exercises and leave with the knowledge and skills to tackle even the most challenging CCE reporting tasks. Please note, this session is not for new users and is designed for those customers who have experience with CCE Reports. (CCE)

General Session: Ideas (2:15pm-3:15pm)
Have thoughts on ways to improve your RamQuest experience? We want to hear them! Get ready to take notes and work through solutions with your peers in this interactive session. Together, you can brainstorm great ideas and share them directly with the RamQuest team. 

Break with Exhibitors (3:15pm-3:45pm)

General Session: All Products Release Overview (3:45pm-5:00pm)
Don’t miss as our team of experts walks through all the latest and greatest features in the newest versions of our Horizon, CCE and RamQuest One production solutions.

Opening Reception with Exhibitors (5:00pm-6:00pm)

Tuesday, March 4

Registration/Continental Breakfast (8:30am-9:00am)

General Session: Uncovering ready2close From All Sides (9:00am-10:15am)
Join us as we take a look at ready2close from the perspective of each party involved with the closing. We’ll show you how to optimize ready2close for you and your customers’ best interests. 

Break with Exhibitors (10:15am-10:45am)

Concurrent Sessions - Group 3 (10:45am-11:30pm)

Demystifying AI: Practical Applications and Industry Insights
Join us for an engaging session about the practical uses of artificial intelligence (AI) and how it can propel our businesses forward. We'll discuss how AI is being used to automate tedious tasks, enhance efficiency and address common concerns about AI safety and data security. Hear first-hand from our panelists about both challenges and successes as we take the mystery out of AI. (General)

Fraud Prevention for Title Agents: Safeguarding Business in a High-Risk Environment
With wire fraud, check fraud, and ransomware risks at an all-time high, title agents are increasingly targeted by cybercriminals. This presentation will highlight the unique vulnerabilities faced by title professionals and the critical importance of implementing strong fraud prevention measures. We will review common scams, including wire fraud, and provide actionable strategies to enhance vigilance in daily operations. Learn how to protect your clients, secure transactions, and fortify your agency against emerging threats in the digital age. (General)

Discover Horizon Document Templates
Learn how to prepare and use Horizon Document Templates to boost efficiency in your workflow. If you used Document Templates in CCE or RamQuest One, you’ll love the updates made to this powerful tool.  Don’t miss this chance to see how to integrate with ready2close’s premium eSign feature, including tagging for streamlined signing. (Horizon)

CCE Documents (101)
Learn the basic skills needed to create a document in CCE that fits your operation’s needs. Specific topics that will be covered include Document “Clauses”, Merge Fields, Stored Procedures, Prompts, Document Security, Document Categories and Document Packages. Join us to learn how to build documents for your company! (CCE)

Lunch and Learn Sessions (11:30am-12:30pm)

ShortTrack: Building The Mortgage Industry’s Missing Collaboration Infrastructure 
The email-based collaboration process is the source of the mortgage industry’s toughest challenges: the high cost to originate a loan, the epidemic of phishing and cyberattacks, and the need to lower origination costs for homebuying consumers. A cooperative industry utility is being developed to replace email-based collaboration. As the center of the mortgage transaction, the title agent plays a key role in this modernization process. The ShortTrack team will discuss this new infrastructure and review how title agents are playing a central role in this exciting industry change.

ePN: Maximizing Recording Efficiency: Game-Changing Techniques for CCE & Horizon Recording
Join ePN for this engaging Lunch and Learn session to discover five powerful strategies that will revolutionize your CCE and Horizon recording processes. These techniques will save you time, reduce errors, and boost your recording productivity, whether you're a seasoned user or just getting started. In this session, you will learn how to ensure a smooth workflow by never leaving the CCE or Horizon interface for recording. You'll discover the secrets of batch process recording, which allows you to handle multiple recordings simultaneously. Additionally, you'll streamline communication with advanced group email features and master the quick and efficient printing of crucial recording pages with just a click of a button. Finally, you'll harness the power of the Magic Despeckle feature to enhance document clarity and readability across both systems.

Pavaso: eClosings in Horizon
Join Pavaso for our Lunch and Learn where we’ll show you how easy it is to create an eClosing order within Horizon. Pavaso’s seamless integration with Horizon makes document preparation and tagging simple with information automatically passing to your closing documents. Whether you’re looking to deliver fully digital or hybrid eClosings, in person or remote signings, our team will share best practices and you’ll learn just how easy it is to transition to a digital closing process in phases following our Crawl, Walk, RON approach.

Rynoh: Enhancing Financial Security with the Gold Standard in Escrow AccountingJoin us to see how Rynoh integrates with escrow accounting software and online banking systems to provide the industry's gold standard in escrow and financial security software solutions. Discover how Rynoh's continuous end-to-end accounting auditing, daily reconciliation, transaction monitoring, anti-fraud algorithms, and built-in automated reporting can transform your financial operations. Additionally, learn about RynohVerifi, a real-time verification feature that ensures user-provided accounts are open and in good standing. This feature not only mitigates transactional fraud but also ensures payments are made to legitimate bank accounts, helping financial institutions prevent fraudulent activities effectively.

Concurrent Sessions - Group 4 (1:00pm-2:15pm)

Let’s Talk Texas: A Special Interactive Session
Let’s get together to talk about regulations and compliance challenges in the title industry. Join us for this interactive session where special guest TDI Director, Financial Regulation Division, Title Examinations, Arturo Bustamante joins us to answer your questions and share his perspective about what TDI is seeing out in the field.  (General)  

Workflow Automation Excellence
Discover automation strategies within CCE and Horizon to enhance efficiency. Learn how Closing Market automation partners can reduce manual tasks and boost productivity. Whether you’re experienced or new to these solutions, this session will help you optimize your workflow and unlock automation’s full potential. (CCE/Horizon)

Horizon: IYDKYDK (If You Don't Know, You Don't Know)Are you a Horizon user looking to maximize your system’s potential? Then join us for this session where we will explore a number of aspects of Horizon that you might not yet be familiar with, including feature flags, ARC, Data Conversion, new integrations and more! This is a must-attend-session for Horizon users who want to be “in the know”! (Horizon)

CCE: IYDKYDK (If You Don't Know, You Don't Know)Discover hidden gems in the CCE suite that can enhance your company’s workflow and productivity. This session will cover both included and add-on tools and services that you might not be in the know about including Workflow Dashboard Cleanup Tool, Email Automation, Audit Logs and File Locks, RamQuest Ideas, WalkMe, Online Help, PaperlessCloser Bypass Matching, RamQuest’s Professional Services offerings and more. Get the inside scoop when you attend this not-to-be-missed session! (CCE)

Grand Prize Drawing Break with Exhibitors (2:15pm-2:45pm)

Concurrent Sessions - Group 5 (2:45pm-4:00pm)

Can Security Become Your Superpower? 
The role of a title agent continues to evolve. Real estate has become a permanent cybercrime target, and it’s up to you to lead customers through transactions safely. Turn these threats into opportunities and gain superpowers for the next wave of market growth. You’ll learn how to stay efficient while protecting more refi and sales volume, recognize the signs of AI-enabled fraud, prevent tactics to circumvent security portals, increase referrals with consumer marketing, and use the latest fraud prevention features in Horizon to deliver a more secure experience for all. (General)

From Firefighting to Fireproofing: A Shift in Fraud Prevention & Business Management
Join CloseSimple’s Bill Svoboda for this insightful discussion about the transformative shift from reactive to proactive strategies in Fraud Prevention, Customer Experience, Marketing, and Technology Adoption. Hear first-hand from industry veterans about ways they are fireproofing their businesses in these areas rather than constantly "firefighting". (General)

Mastering CCE Docs (201)
Level up your CCE Docs skills! Join us for an advanced, hands-on session where we will dive into the intricacies of CCE Docs. In this workshop, we'll explore if/then statements, prompts, and even delve into merge loops and do some troubleshooting, providing you with a comprehensive understanding of these powerful tools. We strongly recommend you bring your laptop to get the most out of this session as you work alongside our expert instructor. Please note that this session is not for brand-new users with no experience working with the tool. (CCE)

Horizon Accounting Basics
Elevate your accounting expertise in this comprehensive session. Learn the ins and outs of Horizon Accounting while gaining valuable insights into industry best practices and expert tips. We’ll also discuss everything from check writing to accounting to reconciliation, ensuring your financial operations are efficient and aligned with the latest standards. (Horizon)

Explore CCE Accounting
Join us for a deep dive into accounting within Complete Closing. We’ll cover a range of accounting topics, including the complexities of 3-way reconciliation, enhancing efficiency with eBank Recon and boosting security with Positive Pay. Learn ways to enhance your CCE accounting knowledge and stay ahead of the curve. (CCE)

Wednesday, March 5

Closing Breakfast (8:30am-10:30am)
You've spent the last two days absorbing new information about innovative tools, the latest updates to your RamQuest solution, how-to sessions designed to boost your efficiency and effectiveness and more! Now, it's time for an exclusive sneak peek at what's on the horizon for RamQuest. Join us for a delicious buffet breakfast and a session packed with insights you won't want to miss.