| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
1 | Time | Course Number | Level | Title | Speakers | Course Description | Length of Session |
2 | Pre-Conference Intensive (2 Days): Affirmative, Pre-Trial Litigation of Mortgage Cases | ||||||
3 | Wednesday, May 29, 2024 | ||||||
4 | 1:00PM-2:15PM EST | P1 | Intermediate | How to Get Your Mortgage Litigation Case Started | Annie Rodriguez (Jacksonville Area Legal Aid), Casey Nash (Kelly Guzzo, Plc) | We will discuss how to: generate cases, select cases, and use QWRs as pre-discovery to set up a strong case | 75 mins |
5 | 2:45PM-4:00PM EST | P2 | Intermediate | How to Survive a Motion to Dismiss in Your Mortgage Litigation Case | Ingmar Goldson (The Goldson Law Office), Rachel Labush (CLS), John Rao (NCLC) | We will discuss drafting your complaint with an eye on surviving a Motion to Dismiss | 75 mins |
6 | Thursday, May 30, 2024 | ||||||
7 | 1:00PM-2:15PM EST | P3 | Intermediate | How to Get the Documents and Information Needed for My Mortgage Litigation Case | Colten Fleu (Mountain State Justice), Noelle Eberts (New York Legal Assistance Group) | We will discuss conducting discovery and depositions, what to ask for and how, and how to deal with difficult opposing counsel and discovery disputes | 75 mins |
8 | 2:45PM-4:00PM EST | P4 | Intermediate | Ethical Considerations and Best Practices in Settling your Mortgage Litigation Case | Jen Wagner (NCLC), Julie Ann Howe (NYLAG) | We will look at best practices and ethical issues with settlements, including valuing your case, discussing options with your client, negotiation tactics in mediation and otherwise, negotiating attorney fees, and drafting the settlement agreement. This is an ethics session. | 75 mins |
9 | Main Conference (4 Days) | ||||||
10 | Monday, June 3, 2024 | ||||||
11 | 1:00PM-2:15PM EST | A | ABCs | ABCs of Foreclosure Defense | Ink Berko (NCLC); Joanne Werdel (Philadelphia Legal Assistance); Joy Sun (Greater Boston Legal Services); Steve Sharpe (NCLC) | In this session, we will provide an overview of how to handle foreclosure defense and mortgage servicing cases. This will be geared towards new advocates, or new to mortgage servicing practice. | 75 mins |
12 | 2:45PM-4:00PM EST | B | Intro | Credit Reporting Issues in Mortgage Cases | Sylvia Goldsmith (S. Goldsmith Law Office), Sarah Mancini (NCLC) | Most attorneys handling mortgage servicing cases have a sense that credit reporting issues are important to our clients, but might not be familiar with all of the details of how certain things should be reported, or what to do about it when errors arise. This session will help attendees issue spot credit reporting problems in mortgage cases and think about holistic relief for clients. | 75 mins |
13 | Tuesday, June 4, 2024 | ||||||
14 | 1:00PM-2:15PM EST | C | ABCs | ABCs of TILA and RESPA Servicing Claims | Rachel Scott (Atlanta Legal Aid Society), Sarah Mancini (NCLC) | This session will provide an intro for advocates who are new to mortgage servicing cases, walking through the most important protections of the TILA and RESPA servicing rules. | 75 mins |
15 | 2:45PM-4:00PM EST | D | Intermediate | Property Tax Foreclosures & Heirs Property | Heather Way (UT Austin), Kate Dugan (Community Legal Services), Ink Berko (NCLC), Andrea Bopp Stark (NCLC) | This session will discuss how and why heirs are disproportionately affected by property tax foreclosures, how to help individual heirs clients with property tax arrears, and recommendations for options to help prevent tax foreclosures and equity loss for heirs | 75 mins |
16 | 4:15PM-5:30PM EST | E | Intermediate | Language Access | Loraine Martinez Bellamy (Connecticut Fair Housing Center), Johanna Torres (California Rural Legal Assistance), Nicole Cabañez (NCLC) | This session will provide an overview of the civil rights laws that implicate limited English proficiency, and offer strategies for ensuring clients receive appropriate language assistance from their servicers, state court systems, and from your law office. | 75 mins |
17 | Wednesday, June 5, 2024 | ||||||
18 | 1:00PM-2:15PM EST | F | Advanced | Litigation of Zombie Second Mortgages: | Kristi Cahoon Kelly (Kelly Guzzo, Plc); Christopher Wilcox (Christensen Sampsel PLLC), Jim Savage, (CFPB) | This panel will review strategies for litigating zombie second mortgage cases including how to set up and bring Fair Debt Collection Practices Act (FDCPA) claims against zombie second mortgage buyers. | 75 mins |
19 | 2:45PM-4:00PM EST | G | All levels | Loss Mitigation Updates | Steve Sharpe (NCLC), Sarah Mancini (NCLC) | In this session, we will discuss the most recent updates to loss mitigation options available for federally backed mortgages, including the VA's loan purchase and modification program and FHA's Payment Supplement Partial Claim. | 75 mins |
20 | Thursday, June 6, 2024 | ||||||
21 | 1:00PM-2:15PM EST | H | All levels | Spotting and Responding to Homeowners’ Insurance Issues in Mortgage Cases | Tara Ramchandani (Relman Colfax), Birny Birnbaum (Center for Economic Justice) | Homeowers, especially those in disaster prone areas, are struggling to obtain insurance, afford insurance, adequately have their claims processed and deal with insurance companies in general. This session will highlight insurance violations, problems and solutions in your clients' cases. | 75 mins |
22 | 2:45PM-4:00PM EST | I | Intro | Shared Equity Products | Andrew Pizor (NCLC), Blythe Chandler (Terrell Marshall Law Group) | A new home-secured financial product claims that homeowners can get money upfront without a loan in return for a percentage of their equity at maturity. These products have many names, such as home equity investments, home equity sharing agreements, and shared appreciation contracts. Often structured as option contracts, they are very complex and result in a large balloon payment that homeowners must pay or lose their home. This session will explain the typical contract and how to help consumers who are stuck in them. | 75 mins |