PYA Executives Provide Insight on Succession Planning and Effective Marketing at ALTA Convention

shutterstock_325640750-e1473966621724PYA Senior Manager Mark Brumbelow will present “Transitioning Within a New Market” at the American Land Title Association’s (ALTA) 2016 Annual Convention, October 4-7, 2016, at the Fairmont Scottsdale Princess in Scottsdale, Arizona.

The presentation will provide insight into proper succession planning, as title or settlement agents contemplate retirement or an exit strategy. It will analyze various ownership transition options available to business owners as they consider retirement, expansion, or ownership succession.  Attendees will learn about:

  • The common components of every succession plan.
  • The importance of identifying and developing the right team members to step into leadership roles and how to expand the candidate pool, if necessary.
  • The role family dynamics play in the success or failure of a succession plan.
  • The impact taxes have on a succession plan and ways to get the best tax treatment for your particular situation.

Debra Gentry, Director of ALTA Best Practices Group at PYA, also will present “Compliance Is One of the Best Ways to Market Your Business.” Her presentation will cover:

  • The use of the compliance “seal of approval” when promoting title services to the marketplace.
  • The role of social media.
  • Radio/TV advertisement.
  • Other industry relationships that may be used to promote your services.

If you are unable to attend the ALTA Annual Convention, but would like more information about succession planning or capitalizing on compliance to grow your business, contact one of our executives.

Webinar: Certification+ The Most Comprehensive Compliance Solution

PYA Principal Pete Pearson along with Glen Stout and Matt Froning from SCA and Chris Gulotta from Real Estate Data Shield presented “Certification+ The Most Comprehensive Compliance Solution” during a webinar for leaders within the Fidelity National Title Group, April 28, 2016.

The presentation explored:

  • Market drivers related to the title industry and lender vendor programs
  • Profiles of the Certification+ team
  • Benefits to title agents who pursue Certification+
  • Frequently asked questions

View the presentation here:

Best Practices: We’re Certified, Now What?—The Value of Ongoing Monitoring

Stipula_fountain_pen-300x200The American Land Title Association (ALTA) recently published an article by PYA.  “Best Practices: We’re Certified, Now What?—The Value of Ongoing Monitoring” explores the value of ongoing compliance program maintenance.

Article excerpt:

“After buying a car, how many of us believe that we can drive it worry-free for two years without regular maintenance? Although it’s an appealing idea, the reality is that regular maintenance keeps our vehicles operating at peak condition. This same approach should be considered when a title or settlement agent obtains certification to ALTA’s Title Insurance and Settlement Company Best Practices…Ongoing maintenance of your compliance program provides you, your clients, and your lenders with the confidence that your organization is prepared for whatever may lie on the road ahead.”

View the full ALTA article.

If you have questions about ALTA Best Practices services or would like to request a speaker on this topic, contact Debra Gentry at (800) 270-9629.

PYA Destined for ALTA 2016 Business Strategies Conference

1722-business-man-holding-hand-to-chin-pv-300x225PYA’s Debra Gentry and Eugene McCullough will be getting down to business at the ALTA 2016 Business Strategies Conference, March 16-18, 2016, at the JW Marriott Indianapolis in Indianapolis, Indiana.

Gentry, Director, PYA’s ALTA Best Practices Services Group, will present “Congrats! You’re ALTA Best Practices Certified,” and hopes to dialogue with attendees on a variety of topics, including:

  • How to explain certification to others.
  • How to stay compliant.
  • How to execute a marketing plan to advertise your certification.
  • How to evaluate growth opportunities using your certification.

McCullough, PYA’s Title Industry Service Director, will present “Inside the Minds of Bank Compliance Officers,” to help attendees understand the lender perspective on compliance concerns, their Best Practices expectations, and the regulatory pressures they face.  His second presentation, “On Trial—the Noncompliant Title Agent,” will provide a series of mock trial scenarios to demonstrate how Best Practices adoption and compliance can assist in avoiding costly and uncomfortable situations.

For more information about ALTA Best Practices certification or to request a speaker for your organization or event, contact PYA at (800) 270-9629.