up, up and away pria... · visit to new mexico and we are pleased that bernalillo county, ... we...

President’s CirCle MeMbers: notarize inC. and siMPlifilePRIA • 110 Horizon Drive, Ste. 210, Raleigh, NC 27615 • 919.459.2081 • www.pria.us 1

2017Winter Symposium

February 20-23, 2017Albuquerque Marriott • Albuquerque, NM

Up, Up and Away –

OFFicial PrOgram


Monday, february 20

Pria gratefully acknowledges the support of the following companies who have generously contributed to the success of the 2017 Winter symposium.

PreMier SPoNSorShiP AtteNdANce(partial) PrizeSKofile hal systems

tuesday, february 21

Wednesday, february 22

thursday, february 23

BoArd of directorS MeetiNg Pennsylvania association of notaries

WelcoMe recePtioN Corelogic

BreAkfASt-to-gothomson reuters

firSt-tiMerS luNch simplifile

AfterNooN refreShMeNt BreAk erecording Partners network

NetWorkiNg recePtioN harris recording solutions and Mers

BreAkfASt Calloway title and escrow, llC and ernst Publishing

MorNiNg refreShMeNt BreAk tyler technologies

AfterNooN refreShMeNt BreAknexsys

SPeciAl eveNt CsC erecording solutions

BreAkfASt Pioneer technology Group

MorNiNg refreShMeNt BreAk (partial)

Cott systems

Winter symposium Partial Premier sponsor

Kofile


Dear PRIA Members and Guests:

Welcome to Albuquerque and the 2017 Winter Symposium. This is PRIA’s first visit to New Mexico and we are pleased that Bernalillo County, home to Albuquerque, is one of our members.

“Up, Up and Away – Soar with PRIA in Albuquerque” is our theme and our programs will take you to new heights. You’ll get a look into the future of the real estate industry, expand your understanding of blockchain technology, learn ways to reduce document rejections and raise your awareness of eNotarization. There is something of interest for all registrants, both government and business.

We welcome Craig Thomas, senior director for government relations for Freddie Mac, as the keynote speaker who will give us a glimpse into what he sees for the future of real estate under the new administration. Thomas is primarily responsible for providing management and business areas with information and analysis on legislative developments and policy issues impacting Freddie Mac.

A number of our own knowledgeable PRIA presenters and panelists will take the stage to offer programs on current industry topics, including predictable recording fees, TIFF-PDF/A, GIS and more. You will leave Albuquerque armed with information to take back to your organization. If you are not a member, then I urge you to consider making the PRIA commitment while you are at the conference. The PRIA membership year runs from August 1 –July 31, so right now you can join at just 50 percent of your applicable membership category and take advantage of a half-year’s membership before renewing on August 1. There are membership applications (for both government and business) included in this program.

On behalf of the PRIA Board of Directors, I want to recognize the volunteers on the Winter Symposium Planning Committee who have planned all the functions for this event. Their commitment to the success of this year’s Winter Symposium has been invaluable. Please take a moment over the next few days to personally thank the committee members for their service to the association.

• Larry Burtness, Washoe Co., NV• Charlie Epperson, SigniaDocs• Karl Klessig, The Extant Group• Kim LeGate, Davidson Co., TN• Dan Shmukler, CSC eRecording Solutions• Diane Swoboda Peterson, Woodbury Co., IA If you have questions, check with the staff and symposium committee members who are ready and eager for your feedback. We also welcome any comments and recommendations for future conferences.

MarkMark Ladd, president


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tABle of coNteNtS Winter symposium Partial Premier sponsor

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Intellectual Property Rights and Antitrust Terms and Conditions...................................................................................5

PRIA Antitrust Policy..............................................................................................................................................................................5

PRIA Board of Directors........................................................................................................................................................................6

Things To Remember...........................................................................................................................................................................7

Daily Schedule.........................................................................................................................................................................................8

Speaker Bios..........................................................................................................................................................................................11

Pre-registration List.............................................................................................................................................................................17

Join a Work Team.................................................................................................................................................................................22

Government Member Application.................................................................................................................................................23

Business Member Application.........................................................................................................................................................26

How an Idea Becomes a PRIA Standard.......................................................................................................................................29

PRIA Acronyms......................................................................................................................................................................................30

Floor Plan................................................................................................................................................................................................31

Save These Dates..................................................................................................................................................................................32

Schedule-at-a-Glance .........................................................................................................................................................................33


1. Copyright license a. To the extent that a member contribution is or may be subject to copyright, member grants: i. PRIA an unlimited perpetual, non-exclusive, royalty-free (RF) world-wide right and license to copy, publish and distribute the contribution; and ii. PRIA Members an unlimited perpetual, non-exclusive, RF world-wide right and license to prepare derivative works based upon the contribution for purposes of developing standard work products. iii. PRIA permission to reference the name(s) and address(es) of the contributor(s) and of the organization(s) member represents (if any).

b. Member acknowledges that PRIA has no duty to publish or otherwise use or disseminate any contribution.

2. disclosure of Patents

a. Member shall notify PRIA board if member knows or reasonably should know of patent holdings and applications of member organization that may likely be infringed by the implementation of a PRIA standard work product adopted or under development. Members shall not file patent applications based on improvements or refinements to subject matter considered for inclusion in a PRIA standard work product.

3. antitrust

Member acknowledges that:

a. Any discussion that could or would violate any state or federal antitrust law is prohibited; b. He or she must refrain from such discussion; and c. PRIA, at any PRIA event, meeting or gathering, may prohibit discussion of any specific topic that could or would violate state or federal antitrust laws.

ProPerty recordS iNduStry ASSociAtioN (PriA) MeMBer’S AgreeMeNt toiNtellectuAl ProPerty ANd ANtitruSt terMS ANd coNditioNS


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Pria BoArd of directorS

OFFicerS

President Mark ladd (2017, at large)VP, Regulatory and Industry [email protected]

ViCe President larry burtness (2017, government)RecorderWashoe County, [email protected]

seCretarydiane swoboda Peterson (2018, government)Deputy RecorderWoodbury County, [email protected]

treasurerzachary zaharek (2017, business)Vice President, Senior Corporate CounselData Trace – A Subsidiary of First American Financial [email protected]

directorS - recorderS annette hill (2018, government)Assistant Commissioner/City RegisterN.Y. City Dept. of Finance, [email protected]

Chris Walker (2017, government)ClerkJackson County, [email protected]

Val Wood (2017, government)Chief Deputy Recorder/ClerkSan Diego County, [email protected]

directorS – BuSiNeSS ann richards (2018, business)Business DevelopmentPioneer Technology [email protected]

Charlie epperson (2017, business)Chief Technology OfficerSigniaDocs [email protected]

Karl Klessig (2017, business)PresidentThe Extant Group818.324.1472 [email protected]

Kelly romeo (2018, business)Vice PresidentAmerican Land Title [email protected]

directorS – At-largenancy sotomayor (2018, government)Recording ManagerDouglas County, CO303.663.7644 [email protected]

Jerry lewallen (2018, business)PresidenteRecording Partners [email protected]

couNcil OF AdviSorSMarc aronson, businessPresidentPennsylvania Association of Notaries412.281.0678.ext. 113 [email protected]

Carol foglesong, governmentAsst. ComptrollerOrange Co., [email protected]

steve Mcdonald, businessNational Accounts DirectorSimplifile [email protected] Kay Wrucke, governmentRecorderMartin Co., [email protected]

Mark Monacelli, governmentPublic Records/ Property Valuation DirectorSt. Louis Co., [email protected]

StAff stevie KernickChief Staff Officer919.459. [email protected]

Valerie spragueTechnology [email protected]

Carolyn ablemanPREP [email protected] lucy KucmierzAdministrative [email protected]


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• Wear your name badge to all sessions and events. People want to know who you are and, besides, it gets you into all the networking events.

• If you registered for the tour of Bernalillo County and/or the special event at Indian Pueblo Cultural Center, you should have a ticket for these events in your badge packet. If you do not have a ticket and do wish to attend either or both of these events, please see the PRIA staff at the Registration Desk.

• There is transportation from the Albuquerque Marriott to the Bernalillo County offices, a distance of approximately 6 miles. Grab a cup of coffee and some fruit from the morning Breakfast-To-Go before boarding the bus at 9 a.m. in the lobby.

• Transportation is available from Albuquerque Marriott to the Indian Pueblo Cultural Center on Wednesday evening, February 22. Buses will leave from the front of the hotel at 5 p.m. Return trips from Indian Pueblo Cultural Center will begin at 8:30 p.m.

• Need to recharge your device during the business sessions? Come by the Registration Desk for a quick recharge. We cannot guarantee that this area will be continually monitored.

• Want to keep up with the action. Tweet at #PRIA2017Winter.

• Please thank our very generous sponsors when you see them for their support of our food and beverage functions. We couldn’t do this without them.

thiNgS to reMeMBer Winter symposium Partial Premier sponsor

Kofile


dAily Schedule(All meeting space is on the first floor)

monday, February 20 8 a.m. - Noon ConferenCe offiCe, Library 2 - 7 p.m. reGistration, Ballroom Foyer 4 - 6 p.m. board of direCtors MeetinG, Carlsbad Compliments of Pennsylvania Association of Notaries

6 - 7 p.m. WelCoMe reCePtion, Pecos/Sandia Ballroom Compliments of CoreLogic

tuesday, february 21

7:30 a.m. - 4 p.m. reGistration, Ballroom Foyer7:30 - 9:30 a.m. breaKfast-to-Go, Ballroom Foyer Compliments of Thomson Reuters

9 a.m. - Noon tour of bernalillo, Clerk’s Office 12:30 - 2 p.m. first-tiMers lunCh, Pecos/Ballroom Compliments of Simplifile

2 - 2:30 p.m. oPeninG session, Salons A-E Kim LeGate, Davidson Co., and Myron Finley, Nationwide Title Clearing 2:30 - 3:30 p.m. What does the future hold for the real estate industry?, Salons A-E Craig Thomas, senior director, government relations, Freddie Mac 3:30 - 4 p.m. refreshMent breaK, Ballroom Foyer Compliments of eRecording Partners Network


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4 - 5 p.m. Gis as a Value-added serViCe, Salons A-E Brent Jones, Esri 5 - 6 p.m. netWorKinG reCePtion, Sandia Ballroom Compliments of Harris Recording Solutions and MERS

Wednesday, February 22

7:30 a.m. - 3:30 p.m. reGistration, Ballroom Foyer8 - 9 a.m. breaKfast, Sandia Ballroom Compliments of Calloway Title and Escrow, LLC, and Ernst Publishing

9 - 10:30 a.m. enotary - froM the leGal to the PraCtiCal, Salons A-E Pat Fry, ULC; Bill Anderson, National Notary Association; Kathleen Butler, American Society of Notaries; Mark Ladd, Simplifile 10:30 - 11 a.m. refreshMent breaK, Ballroom Foyer Compliments of Tyler Technologies

11 a.m.-Noon WorKinG sessions • XMl iGuide: Rachael Sokolowski, Magnolia Technologies, Salons I- J • tiff-Pdf/a: Ann Richards, Pioneer Technology Group; Brent Holladay, Lake Co., FL, Salons G-H • Predictable fees: Jerry Lewallen, eRecording Partners Network, Salon F Noon - 1 p.m. lunCh, Sandia Ballroom 1 - 1:45 p.m. MeMbershiP MeetinG, Salons A-E 1:45 - 3 p.m. the best PraCtiCes GaMe - a Pria GaMeshoW, Salons A-E Charlie Epperson, SigniaDocs, and Larry Burtness, Washoe Co., NV 3 - 3:30 p.m. breaK, Ballroom Foyer Compliments of Nexsys

3:30 - 4:30 p.m. WorKinG sessions • Gis White Paper: David Rooney, Orange County, FL, Salons I-J • PreP: Carolyn Ableman, PREP Coordinator, Salons G-H • lrMs: Larry Burtness, Washoe Co., NV; Karl Trottnow, First American, Salon F


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5 - 9 p.m. indian Pueblo Cultural MuseuM Compliments of CSC eRecording Solutions

thursday, february 23 7:30 a.m. - 3:30 p.m. reGistration, Ballroom Foyer8 - 9 a.m. breaKfast, Sandia Ballroom Compliments of Pioneer Technology Group

9 - 10:30 a.m. return to sender - doCuMent reJeCtions and hoW to MiniMize theM, Salons A-E Kim LeGate, Davidson Co., TN; Phil Dunshee, Iowa Recorders Association; Chris Stephan, SPL Inc.; Karl Trottnow, First American 10:30 - 11 a.m. refreshMent breaK, Ballroom Foyer Compliments of Cott Systems

11 a.m. - Noon enotary faQs, Salons A-E Marc Aronson, Pennsylvania Association of Notaries; Kay Wrucke, Martin Co., MN Noon - 1 p.m. lunCh, Sandia Ballroom 1 - 2:30 p.m. bloCKChain: your Questions ansWered, Salons A-E Margo Tank, BuckleySandler; Caitlin Long, Symbiont; Mark Ladd, Simplifile 2:30 - 2:45 p.m. bio breaK 2:45 - 4 p.m. round table disCussions 1. budgets and More - how other Counties do it: Chris Walker, Jackson Co., OR, Salon F 2. staff retention and recruitment and employee engagement: Ann Richards, Pioneer Technology Group, Pecos Ballroom 3. navigating the recording process: Annette Hill, N.Y. City Dept. of Finance, NY, Salons G-H 4. adjusting to a changing work environment: Karl Klessig, The Extant Group, Salons I- J 5. Preservation of electronic records: Jim Harper, P.F.A. Inc., Acoma4 - 4:30 p.m. ClosinG CoMMents, Salons A-D4:30 - 5:30 p.m. ClosinG soCial, Salon E


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SPeaker biOS

tuesday, february 21, 20172:30-3:30 p.m., Keynote address, What does the future hold for the real estate industry?

Craig thomas, senior director, government relations, joined Freddie Mac in June 1990. He has spent most of his 26-year career at Freddie Mac in government relations, serving in a variety of positions in both legislative and regulatory affairs functions.

In his current role as senior director for government relations, he is primarily responsible for providing management and business areas with information and analysis on legislative developments and policy issues impacting Freddie Mac. He also provides support to management and business areas in producing information and testimony to Congress under FHFA protocols, and communicates management and business perspectives on legislative issues to FHFA.

During his Freddie Mac career, he also has served as director for public policy and public relations. Thomas has a B.A. from Westmont College and an M.A. from Georgetown University.

4-5 p.m., Gis as a Value-added service

brent a. Jones, Pe, Pls, is global manager for cadaster and land records at Esri. Based in Washington D.C., he oversees Esri’s worldwide strategic planning, business development and marketing activities for land records, cadastral, surveying and land administration. As a recognized technology innovator, Jones specializes in modernizing existing land administration systems and designing new GIS-based cadastral management platforms for small and large governments around the globe.

He is a member of the URISA board of directors, past president of the Geospatial Information and Technology Association and a current member of the United Nations Committee of Experts on Geospatial

Information Management, sitting on the Expert Group on Land Administration and Management.

Established in 1969, Esri creates systems that drive all components of land and cadastral administration, including addressing, registration, taxation/valuation, planning and development.

Wednesday, February 22, 20179-10:30 a.m., enotary - from the legal to the Practical

bill anderson is vice president of government affairs at the National Notary Association (NNA). A California Notary since 1996, Anderson has created and presented notary education courses in over 40 states. He currently oversees the NNA’s legislative, government relations and notary bonds and insurance programs and works to promote, professionalize and elevate the notary public profession by researching notary public law and technology issues, writing on topics relevant to notaries, developing policy and promoting legislation.

Kathleen M. butler joined the American Society of Notaries as its executive director in 2001, guiding the society’s reorganization and resulting growth in product offerings, educational opportunities and member services. She represents the society in all matters concerning notary public policy at the national and state levels. Her work on behalf of notaries public and the society has created valued working relationships within the Notary Public Administrators Section of the National Association of Secretaries of State, the Uniform Law Commission, Property Records Industry Association and with numerous providers of essential notary products and services.

Butler is a 34-year veteran of professional association work, having served with major state and national associations for such diverse industries as insurance, telecommunications, manufactured housing and, most recently, notaries public.

A life-long resident of Tallahassee, Florida, Butler attended Florida State University where she studied music on a Cello Performance scholarship.


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SPeaker biOS Winter symposium Partial Premier sponsor

KofilePatricia fry retired in 2007 after 30 years of teaching commercial law in 2007. She is now the Edward W. Hinton Professor of Law Emeritus at the University of Missouri-Columbia School of Law.

From 1990 to 1994, Professor Fry chaired the Subcommittee on Electronic Commercial Practices of the Uniform Commercial Code Committee, ABA Business Law Section. That subcommittee grew quickly under her leadership and now is the Cyberspace Committee of the ABA Business Law Section.

After her appointment to the Uniform Law Commission for North Dakota, Professor Fry served on the Drafting Committees to revise UCC Article 2 and for the Uniform Computer Information Transactions Act. She chaired the Drafting Committee for the Uniform Electronic Transactions Act.

In 2000, upon her move to the University of Missouri-Columbia, she was appointed to the Uniform Law Commission for Missouri and continued to serve on a variety of study and drafting committees. Now a life member of the ULC, she most recently chaired the Drafting Committee to Revise the Uniform Law on Notarial Acts, which includes provisions for electronic signatures by notaries and signers, and the committee to amend RULONA to provide for remote notarizations for persons outside the United States. She now chairs a study committee charged with exploring further amendment of RULONA for other remote notarizations. She currently is a member of the Permanent Editorial Board for the Uniform Commercial Code, of the Uniform Law Commission’s Technology Committee and of study committees looking at identity management and at the laws governing quarantines.

Throughout her career, Professor Fry has spoken and written on the subject of the relation between commercial transactions and practices, electronic technologies and the law. In recent years, most of her speaking has been on the subject of remote notarizations.

Mark ladd is the vice president of regulatory & industry affairs for Simplifile, LC, provider of a collaboration platform that connects lenders, settlement agents and counties. In this role, Ladd monitors federal, state and local initiatives that could have an impact on Simplifile’s current business operations, as well as future business expansion and line extensions.

Prior to joining Simplifile, Ladd was the owner of Addison/One, LLC, a consulting firm focused on improving and automating land records recording and management systems. In this capacity, Ladd served as the technology coordinator for PRIA and was instrumental in the development of the PRIA eRecording XML standards.

Ladd served as the register of deeds in Racine County, WI, from 1994 until 2004. During his tenure he implemented the first electronic recording system in Wisconsin, which was the tenth such system in the nation.

Active in many national trade associations, Ladd serves on the Board of Directors for PRIA, where he currently holds the position of president. He has previously served as the vice-chair of the Residential Governance Committee for the Mortgage Industry Standards Maintenance Organization (MISMO).

Ladd’s background as a register of deeds, his involvement in the national standard setting process and experience in the private sector provides comprehensive insight into the dynamic electronic mortgage collaboration arena.

1:45-3 p.m., What’s your best Practice? - a Pria Gameshow

larry burtness currently serves as the Washoe County recorder, in Reno Nevada. Prior to his election in November 2014 he served as chief deputy recorder beginning in 2001. He brings job related experience to his duties as county recorder, including 40 years in the private sector and public sector and has worked hand in hand with and for county recorders for most of his career.

As a member of PRIA since 2006, Burtness has worked with government and business professionals around the country to keep the Washoe County Recorder’s Office near the forefront of the recording industry. Through his involvement with PRIA, he has worked on a variety of white papers and best practices on electronic recording, records preservation and land records management systems and currently serves as PRIA’s vice president.


Charles e. epperson is the chief technology officer for MRN3 Family of Companies which includes MRN3, SigniaDocs and DepotPoint. He has over 20 years of information systems and IT management experience in the areas of operations, programming, business analysis, software design and development and electronic commerce and eMortgage technologies / implementation. Epperson joined the MRN3 Family in 2009 after 10 years spent with Stewart Title in the leadership role of eMortgage technology and development. He received his M.S. in Computer Science from the University of Arkansas at Little Rock in 1999. In his current position, he is active in the research, development and implementation of paperless real estate transactions, electronic intelligent document production, electronic mortgage transactions and e-closings utilizing enforceable electronic document, digital

signatures, electronic storage, delivery and the use of secure virtual transaction folders for all real estate transaction participants.

thursday, February 23, 20179-10:30 a.m., “return to sender” - document rejections and how to Minimize them

Phil dunshee is the project manager for the Iowa Land Records system, a statewide electronic recording system and online land records access system governed by the Iowa County Recorders Association. He is a certified project management professional (PMP). He founded Enterprise Iowa (EI) in 1999 - a project management firm focused on information technology and economic development. His career experiences include serving as a senior policy advisor to Governor Terry E. Branstad (soon to be the U.S. Ambassador to China), and as the deputy director of the Department of Economic Development for the State of Iowa.

Dunshee also contributes to his local community – serving as the Executive Director of the Johnston Economic Development Corporation. He is a former cubmaster and scoutmaster for Pack 98 and Troop 98

of the Mid-Iowa Council Boy Scouts of America. A native of Burlington, IA, he is a graduate of Southeastern Community College, earned a B.S. in economics at the University of Iowa and a Masters of Public Administration degree from Drake University. He is affiliated with the following professional organizations: Professional Developers of Iowa, Central Iowa Economic Development Practitioners, Project Management Institute – Central Iowa Chapter, and the Technology Association of Iowa.

Kim leGate has worked at the Davidson Country Register of Deeds Office since 1985. She began indexing documents, then recorded documents and eventually served as the team leader in the Recording Department. A graduate of the Metropolitan Management Institute, LeGate has most recently served as chief deputy of operations for the register’s office. LeGate is also active in national organizations. She is a former board member of PRIA and currently serves as co-chair of the Education Committee.

Chris stephan, senior vice president, business development, SPL Inc., has been involved with the real estate document recording industry for over eight years. He has played a key role in the growth and expansion of electronic recording within California for title companies, as well as counties. Stephan is the co-chair of the Northern California Property Records Education Partners (PREP) and served on both the eRecording Excellence Committee and Predictable Recording Fee work team for PRIA. Being a regular speaker at numerous conferences and meetings, he continues to educate clients and counties about electronic recordings.

Stephan attended College in Houghton, Michigan at Michigan Technological University where he graduated with honors, Cum Laude, with a focus on Industrial Marketing and Management.

Karl trottnow joined First American in 1992 and is currently working in the National Production Services division. One of his main objectives is the expansion of the department’s eRecording capabilities. In addition to eRecording, he oversees First American’s recording fee calculator, as well as the billing and audit functions of the recording department.

Trottnow co-chairs PRIA’s LRMS Best Practices project. He has been a presenter at American Land Title Association, Mortgage Bankers Association and Ohio Recorders Association conferences, as well as the Arkansas eRecording Commission.


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11 a.m.-noon, enotary faQs

Marc aronson began his career at the Pennsylvania Association of Notaries (PAN) in 1972 and was appointed president and CEO in 1983. Since then he has grown the organization to over 41,000 members with a combination of high quality training, responsive customer service and national expertise on notarial practice and law.

He provided the initiative for the development of the national Revised Uniform Law on Notarial Acts (RULONA). He was a member of the Pennsylvania Electronic Recording Commission, and was an observer during the Uniform Law Commission’s development of the Uniform Real Property Electronic Recording Act (URPERA). He has been an active member of the Property Records Industry Association (PRIA) for the last 17 years, serving in many capacities, including two terms as a board member.

He is also active as an advisor nationally on traditional paper-based notarial practice, as well as electronic notarial matters, working with the Electronic Signature and Records Association (ESRA), the Mortgage Industry Standards Maintenance Organization (MISMO), the American Land Title Association (ALTA), the National Association of Secretaries of State (NASS) Notary Public Administrators (NPAs) section, the International Blockchain Real Estate Association (IBREA) and other organizations who

seek his expertise in the notarial field.

Kay Wrucke is the recorder for Martin County in Fairmont, MN. Wrucke serves on the Minnesota Electronic Real Estate Recording Commission and is chair of the Minnesota Official Multiple System, a county driven statewide marriage and military veteran’s index. She actively works with Minnesota counties, real estate business partners and state agencies on legislative issues pertaining to county services, fees and service development. Wrucke is a past president of the Property Records Industry Association, the National Association of County Recorders, Election Officials and Clerks, Minnesota Association of County Officers and Minnesota County Recorders Association. Wrucke has a BS degree from Minnesota State University in Social Science and History.

1-2:30 p.m., blockchain: your Questions answered

Mark ladd is the vice president of regulatory & industry affairs for Simplifile, LC, provider of a collaboration platform that connects lenders, settlement agents and counties. In this role, Ladd monitors federal, state and local initiatives that could have an impact on Simplifile’s current business operations, as well as future business expansion and line extensions.

Prior to joining Simplifile, Ladd was the owner of Addison/One, LLC, a consulting firm focused on improving and automating land records recording and management systems. In this capacity, Ladd served as the technology coordinator for PRIA and was instrumental in the development of the PRIA eRecording XML standards.

Ladd served as the register of deeds in Racine County, WI, from 1994 until 2004. During his tenure he implemented the first electronic recording system in Wisconsin, which was the tenth such system in the nation.

Active in many national trade associations, Ladd serves on the Board of Directors for PRIA, where he currently holds the position of president. He has previously served as the vice-chair of the Residential Governance Committee for the Mortgage Industry Standards Maintenance Organization (MISMO).

Ladd’s background as a register of deeds, his involvement in the national standard setting process and experience in the private sector provides comprehensive insight into the dynamic electronic mortgage collaboration arena.

Caitlin long is chairman and president of Symbiont, the market-leading smart contracts platform for institutional uses of distributed ledger technology. She previously spent 22 years on Wall Street in senior roles, working for Morgan Stanley (2007-2016), Credit Suisse (1997-2007) and Salomon Brothers (1994-1997). During her career she started and ran three new businesses, was a top-ranked equity research analyst for the life insurance sector, and worked directly for the co-CEOs on a business restructuring in Zurich.


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Long has been active in bitcoin since 2012 and blockchains since 2014, and she served on Morgan Stanley’s internal blockchain working group in 2014-16. MarketsMedia awarded her its 2016 Women in Finance Award for Excellence in Blockchain, and Institutional Investor named her to its list of the most influential people in pensions during her final three years on Wall Street.

She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1990).

Margo tank is one of the leading lawyers whose practice focuses on the intersection of financial services, technology, and government enforcement. A partner in Buckley Sandler LLP’s Washington, DC office, she advises traditional financial services companies, as well as technology clients on the full spectrum of regulatory compliance matters related to the use of electronic signatures and records to enable digital financial services transactions and online, mobile, and emerging payments – including prepaid cards and virtual currencies. She also advises clients on laws related to privacy and data security surrounding electronic financial services and payments matters.

Tank began her legal career as counsel to the U.S. House of Representatives, Committee on Banking and Financial Services. An early advocate for the financial services industry’s acceptance and implementation of electronic signatures, she served as counsel to the Electronic Financial Services Council and assisted the

group to draft and lobby for the Electronic Signature in Global and National Commerce Act (ESIGN). She is currently counsel to the Electronic Signatures and Records Association (ESRA) where she works to further electronic financial services policy before Congress and federal regulators. She also is counsel and co-reporter for SPeRS – Standards and Procedures for Electronic Records and Signatures. She is a member of the American Bar Association’s Business Law Section and the Committee on the Law of Commerce in Cyberspace, a member of the Electronic Transactions Association’s Mobile Payments Committee, is on the xDTM Standard Board of Governors and is a legal member participant in the Digital Chamber of Commerce’s SmartContract Alliance.

In 2016, she was appointed as an observer to the Uniform Law Commission’s Study Committee to Amend the Revised Uniform Law on Notarial Acts.

She received her J.D. from Drake University, her B.A. from the University of Vermont, and also studied commercial law at Queens College, Oxford University in England.

2:15-4 p.m., roundtable discussions

toPiCs and faCilitators:

1. budGets and More - hoW other Counties do itChris Walker was appointed Jackson County Clerk on February 1, 2008, and on November 4, 2008, elected by the voters. She has since been re-elected in 2010 and 2014 for terms of four years. Walker has over 22 years of experience in both the elections and recording programs and brings an exuberant approach to the citizens of Jackson County by combining knowledge, enthusiasm, energy, and positive spirit to the courthouse environment.

She is active in many professional organizations including Oregon Association of County Clerk’s (OACC) and has served as vice president, legislative and bylaws committee member, also earning her Certified County Clerk designation in 2014; International Association of Government Officials (IGO), 2nd vice president and Oregon delegation director 2010-15; PRIA, government sector board member; National Notary; Elections Center; Holly Theatre Restoration Committee member; Children’s Advocacy Center Board of Directors and Medford Rotary member.

2. staff retention and reCruitMent and eMPloyee enGaGeMent ann richards has been involved in court government and property records for the past 26 years. After 20 years in the County Records Division of Broward Co., FL, she retired as assistant director and for the past seven years, she has been part of the business development for Pioneer Technology Group in Sanford, FL.

Richards holds a Business Degree from Florida Atlantic University.


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3. naViGatinG the reCordinG ProCess

annette M. hill has served as assistant commissioner and the city register in the New York City Department of Finance since December 2003. The city register records, files and maintains for public inspection an official record of all real and personal property transfers and economic interest transfers in the Bronx, Queens, New York (Manhattan) and Kings (Brooklyn) counties. In addition, Hill’s other responsibilities include updating and correcting the agency’s property ownership and mailing address files.

Prior to her appointment, Hill was the director of the city wide payment centers of the Department of Finance. She began her career with the City of New York over 20 years ago with the Department of Transportation as a customer service supervisor in the Parking Violations Bureau. Hill is currently the 1st vice president of the New York State County Clerks Association, a member of the board of directors of PRIA and a member of the International Association of Government Officials. She was co-chair of the eRecording committee of the New York State Association of County Clerks for the passage of the eRecording legislation, was an active member in the focus group which worked with the New York State Office of Technology on the development of the eRecording regulations.

A graduate of Queens College, Hill holds a B.A. in Urban Studies and a Masters in Public Affairs.

4. adJustinG to a ChanGinG WorK enVironMent

Karl Klessig is president of The Extant Group, a management company that has worked for over 20 years with companies to increase their value. Most recently he was vice president of Corporation Service Company (CSC) and president of its subsidiary Ingeo Systems, Inc., a leader in the recording and management of land title documentation, which was a follow-up to the successful sale of Ingeo to CSC. He has been the president and CEO of nine companies, and has served on the board of directors of 14 companies and organizations. Klessig’s professional career has been focused on leading companies, increasing their value and producing successful exit events. He has personally started and funded five companies, and has been responsible for a number of

business turnarounds, with particular emphasis on multi-national environments.

Klessig has been involved in the legislation related to recording and notarization of land title documents in 15 states and has served on a number of state commissions. He has been an invited speaker throughout the U.S. and in Canada, Japan and Europe on topics that include strategic partnering, market directions, technology evolution, business strategies and industry direction. He has managed and led patent research and development activities in the fields of optics, cathode ray tube design and electrophotography. Klessig’s scholastic background includes a Bachelor of Science degree in Physics and Mathematics from Illinois Institute of Technology, and a Master of International Business Administration from West Coast University.

He is also on the PRIA Board of Directors.

5. eleCtroniC reCords PreserVation Jim harper is co-founder of P.F.A., Inc. a high technology company that specializes in document conversion and preservation services. In 1971, he graduated from the United States International University in San Diego, CA, where he majored in philosophy and minored in mathematics. Harper is a 40-year member of the Association for Information and Image Management (AIIM) where he has participated in industry standards development and spoken on topics such as microfilm scanning and microfilm preservation at AIIM’s annual Service Provider Executive Forum.

In addition to his AIIM activities, he is an active participant in the International Association of Government Officials (IGO), County Recorder’s Association of California (CRAC), PRIA and the American Land Title Association (ALTA).

He is PRIA’s representative on the National Digital Stewardship Alliance. NDSA is a work group under leadership of the Library of Congress that is establishing best practices for the long term preservation of electronic data.


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Pre-regiStrAtioN liSt

BuSiNeSS

Blake AlexanderDigital Delivery, Inc.Dallas, [email protected]

Doug AllenTyler TechnologiesPlano, [email protected]

Mathu AllenTyler TechnologiesFrisco, [email protected]

Nancy AlleySimplifileProvo, [email protected]

Bill AndersonNational Notary AssociationChatsworth, [email protected]

Marc AronsonPennsylvania Association of NotariesPittsburgh, [email protected]

Stacy AtkinsOld Republic Title CompanyMinneapolis, [email protected]

Mike BattagliaGranicus, IncDenver, [email protected]

Janet BeilharzTitle SourceDetroit, [email protected]

Brent BlankenshipGranicus, IncDenver, [email protected]

Jake BroseTyler TechnologiesPlano, [email protected]

Curt BrownTitle SourceDetroit, [email protected]

Jason BrownTitle SourceDetroit, [email protected]

Don CantralNextAceOrange, [email protected]

Jeff CarlsonIndecomm Global ServicesSt. Paul, [email protected]

Kyle ChaneyKofile TechnologiesDallas, [email protected]

Michael ChodosNotarize, Inc.Arlington, [email protected]

Paul CliffordSimplifileProvo, [email protected]

Samantha CrowleyPioneer Technology GroupSanford, [email protected]

Dennis CurranKofile TechnologiesEssex, [email protected]

Joe DeLucaCSC eRecording SolutionsWilmington, [email protected]

David DudleyCalloway Title and Escrow, LLCAtlanta, [email protected]

Tyler DurransSimplifileProvo, [email protected]

Justin EarleyFirst American Title Insurance Co.Santa Ana, [email protected]

Charlie EppersonMISMOFrisco, [email protected]

Myron FinleyNationwide Title ClearingPalm Harbor, [email protected]

Eric ForemanCott Systems Inc.Columbus, [email protected]

Marlys GardnerThomson ReutersAustin, [email protected]

Miriam GrayKofile TechnologiesDallas, [email protected]

Kathy HaikereRecording Partners NetworkMinneapolis, [email protected]

Mike HaleCSC eRecording SolutionsWilmington, [email protected]

Doug HarffErnst Publishing Co. LLCAlbany, [email protected]

Jim HarperP.F.A. Inc.Sun Valley, [email protected]


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(As of February 4, 2017)


Pre-regiStrAtioN liSt

Bill HultmanMERSCORP Holdings, Inc.Reston, [email protected]

Chris KelleyTyler TechnologiesPlano, [email protected]

Elizabeth KellyErnst Publishing Co. LLCHalf Moon Bay , [email protected]

Allen KenneySimplifileProvo, [email protected]

Pat KinselNotarize, Inc.Boston, [email protected]

Karl KlessigThe Extant GroupSanta Fe, [email protected]

Jaime KosofskyBrady & Kosofsky, PAMatthews, [email protected]

Mark LaddSimplifileProvo, [email protected]

Betsy LanzottiTitle SourceDetroit, [email protected]

Victor LeeComputing System InnovationsApopka, [email protected]

Jerry LewalleneRecording Partners NetworkMinneapolis, [email protected]

David MackayTriMin Systems, IncRoseville, [email protected]

Tera MadiganExtract Systems LLCMadison, [email protected]

Aurora MarshRekon TechnologiesPasadena, [email protected]

John MasenTitle SourceDetroit, [email protected]

Steve McDonaldSimplifileProvo, [email protected]

Nakia McFarlandKofile TechnologiesDallas, [email protected]

Jana MiyasakiCSC eRecording SolutionsWilmington, [email protected]

Barbara MontgomeryCoreLogicLexington, [email protected]

Scott MooreFidlar TechnologiesDavenport, [email protected]

Eric NejedlyUS Imaging Inc.Saginaw, [email protected]

Katie PaolangeliMERSCORP Holdings, Inc.Reston, [email protected]

Melinda ParadisoHarris Recording SolutionsMaitland, [email protected]

Adam PaseNotarize, Inc.Arlington, [email protected]

Dean PassWest Central IndexingAlexandria, [email protected]

Christie PriceeRecording Partners NetworkMinneapolis, [email protected]

Penny ReedWells Fargo Home MortgageShoreview, [email protected]

Ann RichardsPioneer Technology Group, LLCSanford, [email protected]

Scott RobinsonUS Imaging Inc.Saginaw, [email protected]

Kelly RomeoAmerican Land Title AssociationWashington, [email protected]

Mark RosserCSC eRecording SolutionsTallahassee, [email protected]

David SamsonAccurate Group, LLCCleveland, [email protected]

Patty SandeverHarris Recording SolutionsMaitland, [email protected]

Mike SheltoneRecording Partners NetworkMinneapolis, [email protected]

Dan ShmuklerCSC eRecording SolutionsWilmington, [email protected]


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Pre-regiStrAtioN liSt Eugene SisnerosKofile TechnologiesDallas, [email protected]

Chris StephanSPL, Inc.Los Angeles, [email protected]

Jim SuRekon TechnologiesPasadena, [email protected]

Kathy Taylorhal Systems Corp.Highlands Ranch, [email protected]

Pam TromboeRecording Partners NetworkMinneapolis, [email protected]

Karl TrottnowFirst American Title Insurance Co.Cleveland, [email protected]

Ben WalkerFirst American Title Insurance Co.Orem, [email protected]

Jonathan WeierTitle SourceDetroit, [email protected]

Tamara WoodwardHarris Recording SolutionsFort Collins, [email protected]

Zachary ZaharekData Trace - A Subsidiary of First Ameri-can Financial Corp.Santa Ana, [email protected]

goverNMeNt

Chad AirhartDallas CountyAdel, [email protected]

Blanca AtencioBernalillo CountyAlbuquerque, [email protected]

Glen BatesSt. Louis CitySt. Louis, [email protected]

Amber BougieHennepin CountyMinneapolis, [email protected]

Erin BrimAdams CountyBrighton, [email protected]

Larry BurtnessWashoe CountyReno, [email protected]

Cristina ChavezBernalillo CountyAlbuquerque, [email protected]

Amy ConnOffice of Tax & RevenueWashington, [email protected]

Danny CrankButler CountyHamilton, [email protected]

Jerry CzajaKent CountyGrand Rapids, [email protected]

Joseph DavidsonCentre CountyBellefonte, [email protected]

Gregory DiazNevada CountyNevada City, [email protected]

Jaime DiazBernalillo CountyAlbuquerque, [email protected]

Nora DietzelBoone CountyColumbia, [email protected]

Arthur DowBernalillo CountyAlbuquerque, [email protected]

Debbie DunneganJefferson CountyHillsboro, [email protected]

Phil DunsheeIowa County Recorders AssociationJohnston, [email protected]

Patty FalesAllegan CountyAllegan, [email protected]

Christine FerraraBucks CountyDoylestown, [email protected]

Jessica FloodRankin County Chancery ClerkBrandon , [email protected]

Winnie Flores-LoganKitsap County AuditorPort Orchard, [email protected]

Bill GarrettDavidson CountyNashville, [email protected]

Denise GollButler CountyHamilton, [email protected]

Candace GrubbsButte CountyOroville, [email protected]

Pre-regiStrAtioN liSt Winter symposium Partial Premier sponsor

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Kathi GuayMerrimack CountyConcord, [email protected]

Rebecca GuerreroTravis County ClerkAustin, [email protected]

Boris HamiltonDallas CountyDallas , [email protected]

Patricia HarrisBerkshire CountyPittsfield, [email protected]

Mary HauptCumberland CountyPortland, [email protected]

Ruby HerreraTravis County ClerkAustin, [email protected]

Annette HillNew York City Department for FinanceNew York, [email protected]

Isaac HinesDallas CountyDallas, [email protected]

Staci HoffmanJefferson CountyJefferson, [email protected]

Brent HolladayLake CountyTavares, [email protected]

Chester HoltonWilliamson CountyGeorgetown, [email protected]

Patrick HonnyCERTNASan Bernardino, [email protected]

Lenora HyderNewton CountyNeosho, [email protected]

Alan KingJefferson CountyBirmingham, [email protected]

Carly KoppesWeld CountyGreeley, [email protected]

John LaFaveMilwaukee CountyMilwaukee, [email protected]

Nancy LaneCumberland CountyPortland, [email protected]

Susan LedrayHennepin Co.Minneapolis, [email protected]

Kim LeGateDavidson CountyNashville, [email protected]

Ronny LottMadison CountyCanton, [email protected]

Stan MartinAdams CountyBrighton, [email protected]

Michele Martinez-BarreraRiverside CountyRiverside, [email protected]

Joyce MascenaTown of GlastonburyGlastonbury, [email protected]

Richard MaughanDavis County GovernmentFarmington, [email protected]

Joan McCalmantLinn CountyCedar Rapids, [email protected]

Martin McCormickHennepin CountyMinneapolis, [email protected]

Kelley MonahanGrafton CountyNorth Haverhill , [email protected]

Denine Morelos-VaughnBernalillo CountyAlbuquerque, [email protected]

Jill MunnsPierce CountyTacoma, [email protected]

John MurphyDubuque CountyDubuque, [email protected]

Timothy NanneyGreenville CountyGreenville, [email protected]

Elizabeth NorthJefferson CountyBessemer, [email protected]

Mary OlberdingHampshire County Register of DeedsNorthampton, [email protected]

Charlotte PickeringJasper CountyCarthage, [email protected]

Kyle QuackenbushOrange County Comptroller’s OfficeOrlando, [email protected]


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Cathy ReckerOhio Recorders AssociationOttawa, [email protected]

Darlene RobertsJefferson County Probate CourtBessemer, [email protected]

David RooneyOrange County Comptroller’s OfficeOrlando, [email protected]

Denise RuybalLarimer CountyFort Collins, [email protected]

Rachel SanchezOttawa CountyWest Olive, [email protected]

Diane SandersMartin CountyFairmont, [email protected]

Sherri SaylesOttawa CountyGrand Haven, [email protected]

Jesse SchleusnerHennepin CountyMinneapolis, [email protected]

Stephanie ScogginsJefferson County Probate CourtBirmingham, [email protected]

Shannon ScottFairfax CountyFairfax, [email protected]

Richard SetserDeKalb CountyDecatur, [email protected]

Patricia ShearmanCounty of OxfordSouth Paris, [email protected]

Johnetta SherrodSt. Louis CitySt. Louis, [email protected]

Georgie SimmonsSt. Louis CitySt. Louis, [email protected]

Gerald SmithSt. Louis County GovernmentClayton, [email protected]

Nancy SotomayorDouglas CountyCastle Rock, [email protected]

Linda StoverBernalillo CountyAlbuquerque, [email protected]

Carol SutherlandSanta Cruz County RecorderSanta Cruz, [email protected]

Larry SwalesRankin County Chancery ClerkBrandon , [email protected]

Diane Swoboda PetersonWoodbury CountySioux City, [email protected]

Joseph Szafran Jr.Bucks CountyDoylestown, [email protected]

Nancy TestoryLarimer CountyFort Collins, [email protected]

Joseph TirioMcHenry CountyWoodstock, [email protected]

Keely VarvelMaricopa CountyPhoenix, [email protected]

Christine WalkerJackson CountyMedford, [email protected]

Ida WilliamsOffice of Tax & Revenuewashington, [email protected]

Val WoodSan Diego CountySan Diego, [email protected]

Kay WruckeMartin CountyFairmont, [email protected]

Karen YarbroughCook CountyChicago, [email protected]

Carey YelderDeKalb CountyDecatur, [email protected]


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joiN A Work teAM

Thank you for volunteering. One of the co-chairs will contact you. Most committees and/or work teams meet bi-monthly throughout the year. Meetings may be more frequent when a project deadline is approaching.

name

organization

email

Phone

Interested in becoming move involved in PRIA and the standard-development process? Participation in PRIA’s committees and work teams is open to all members, regular, associate and limited access. Choose the work project that best fits your skills or interests and initial on corresponding line:

initial Committee Work ProjectMembership Standards & Best Practices

eRecording eXcellence Work Group – eRecording videosPredictable recording fees – Legislative MonitoringeRecording XML - iGuideBusiness & Technical Requirements – LRMS best practicesGIS- White Paper

EducationWebinars, work product promotionAnnual Conference Planning Committee - NashvilleWinter Symposium Planning Committee – New Orleans

GovernanceBylaws and Operating RulesFinancial Oversight Sub-committeeMarketing

Email the completed form to [email protected].


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goverNMeNt MeMBer APPlicAtioN

Name: _____________________________________________________________

Title: ______________________________________________________________

County/Organization Name: ________________________________________________

Address: ____________________________________________________________

City/State/Zip: ________________________________________________________

Phone: _____________________________________________________________

Fax: _______________________________________________________________

Email: _____________________________________________________________

PRIA Membership Agreement: The applicant agrees to accept and abide by PRIA’s Bylaws and Operating Rules, and as amended from time to time, as well as the Intellectual Property Rights and Antitrust Statement attached to this application. For a copy of the Bylaws and Operating Rules, visit http://www.pria.us

___________________________________________ ________________________ Signature of Applicant Date

Membership Recommended by: ____________________________________________________(If an individual or company recommended PRIA membership to you, please indicate above.)

Are you elected or appointed? _____________________________________________________

If elected, for how many years? _______________ In what year did your current term begin? ___________

PAyMeNt totAl:

Promo Code (if applicable): _______________________

Membership Fee: _______________________

Associate Staff Member(s) Fee: _______________________

Limited Access Member(s) Fee: _______________________

TOTAL: _______________________

Method of PAyMeNt:q Check (Make payable to PRIA and remit to address above)

q Credit Card: q Visa q MasterCard q American Express

Name on card::_______________________________________________________

Card #_____________________________________________________________

Expiration: ___________________________ Security Code: ______________________

110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected]; www.pria.us • PRIA Federal I.D. No.: 48-1270545

I want to participate with:q Standards and Best Practices q Membership Committee q Education Committee

q Conference Planning q Governance Committee

MeMBerShiP cAtegory: CHECK ONE BELOWGOvERNMENT REGuLAR – vOTINGCounty or Municipality Officesq Population up to 75,000 $60

q 75,001 to 150,000 $145

q 150,001 to 250,000 $230

q 250,001 to 500,000 $285

q Over 500,000 $395

q Association, Organization $2,500 or Federal Agency (National or International association or organization whose members are government officials or a federal government agency)

q Association, Organization $575 or State Agency (State association or organization whose members are government officials or a state government agency)

ASSOCIATE – NON-vOTINGq Associate Staff Member* $50 (Staff member of a Regular Member)

q Limited Access Member* $200 (Individual, association or organization not eligible for Government Regular Membership)

* If adding associate or limited access members, please fill out the second page of this form.

MeMBerShiP yeAr 2016-17

GOvERNMENT REGuLAR MEMBER - vOTINGA government agency ,organization or association whose primary purpose is to provide processes or services relating to the functions of recording conveyance of property, taxing of property, recording liens on property, and providing public access to such records. An organization or association applying for Government Regular membership must be comprised of predominately government members. All Government Regular Members must designate one individual to represent the member.

ASSOCIATE STAFF MEMBER – NON vOTINGA staff member of a Regular Member may apply for Associate Membership.

LIMITEd ACCESS MEMBER – NON vOTINGAny government agency or instrumentality, generally with five or fewer employees, which is not substantially involved in the processes or services as defined under Government Regular Member, but which is indirectly related to the activities of Government Regular Members, may apply for Limited Access membership. A government agency or instrumentality applying for Limited Access membership must be comprised of predominately government members. All Limited Access Members must designate one individual to represent the member.


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coNtAct iNforMAtioN for ASSociAte StAff or liMited AcceSS MeMBer(S):

Name/Title: ______________________________________________________________________________________________

County/Organization Name: ____________________________________________________________________________________

Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected] • www.pria.us • PRIA Federal I.D. No.: 48-1270545

goverNMeNt MeMBer APPlicAtioNMeMBerShiP yeAr 2016-17


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goverNMeNt MeMBer APPlicAtioN

110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected]; www.pria.us • PRIA Federal I.D. No.: 48-1270545


ProPerty recordS iNduStry ASSociAtioN (PriA) MeMBer’S AgreeMeNt to

iNtellectuAl ProPerty ANd ANtitruSt terMS ANd coNditioNS

1. Copyright License a. To the extent that a member contribution is or may be subject to copyright, member grants: i. PRIA an unlimited perpetual, non-exclusive, royalty-free (RF) world-wide right and license to copy, publish and distribute the contribution; and ii. PRIA Members an unlimited perpetual, non-exclusive, RF world-wide right and license to prepare derivative works based upon the contribution for purposes of developing standard work products. iii. PRIA permission to reference the name(s) and address(es) of the contributor(s) and of the organization(s) member represents (if any). b. Member acknowledges that PRIA has no duty to publish or otherwise use or disseminate any contribution.

2. Disclosure of Patents a. Member shall notify PRIA board if member knows or reasonably should know of patent holdings and applications of member organization that may likely be infringed by the implementation of a PRIA standard work product adopted or under development. Members shall not file patent applications based on improvements or refinements to subject matter considered for inclusion in a PRIA standard work product.

3. Antitrust Member acknowledges that: a. Any discussion that could or would violate any state or federal antitrust law is prohibited; b. He or she must refrain from such discussion; and c. PRIA, at any PRIA event, meeting or gathering, may prohibit discussion of any specific topic that could or would violate state or federal antitrust laws.


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APPlicAtioN for MeMBerShiP-BuSiNeSS Sector


Name/Title: __________________________________________________________

County/Organization Name: ________________________________________________

Mailing Address: ______________________________________________________

City/State/Zip: ________________________________________________________

Phone: _____________________________________________________________

Fax: _______________________________________________________________

Email: ____________________________________________________________

PRIA Membership Agreement: The applicant agrees to accept and abide by PRIA’s Bylaws and Operating Rules, and as amended from time to time, as well as the Intellectual Property Rights and Antitrust Statement attached to this application. For a copy of the Bylaws and Operating Rules, visit http://www.pria.us

___________________________________________ ________________________ Signature of Applicant Date

Membership Recommended by: ____________________________________________________(If an individual or company recommended PRIA membership to you, please indicate above.)

Method of Payment:q Check (Make payable to PRIA and remit to above address)q Credit Card: q Visa q MasterCard q American Express

Name on Card: ________________________________________________________

Card #:_____________________________________________________________

Expiration: _____________________________ Security Code: ___________________

Promo Code (if applicable): ________________________________________________

PRESIdENT’S CIRCLE $10,0004 Access to member and conference attendee information4 Includes unlimited Associate Memberships4 Annual Email blast to announce President’s Circle members4 Invitation to attend strategic planning session 4 Company name in each issue of “In Touch”4 Company listing in any issue of “For the Record” 4 Complimentary ad in all print issues of “For the Record” 4 Discounted additional ad spaces in electronic issues of “For The Record”4 Up to three (3) complimentary registrations to each PRIA Conference (approx. $3,600 value)4 Early bird discounts on additional conference registrations plus $200 extra discount per person4 Recognition during the opening session of each conference with five-minute speaking time slot4 Company name and logo imprinted on printed conference materials

PLATINuM LEvEL $6,0004 Includes unlimited Associate Memberships4 Company name in each issue of “In Touch”4 Company listing in any issue of “For the Record” 4 Discounted ad space in electronic issues of “For The Record”

4 Up to two (2) complimentary registrations to each PRIA Conference (approx. $2,400 value)4 Early bird discounts on additional conference registrations plus $150 extra discount per person4 Recognition during the opening session of each conference 4 Company name and logo imprinted on printed conference materials

GOLd LEvEL $3,0004 Includes unlimited Associate Memberships4 Company name in each issue of “In Touch”4 Company listing in any issue of “For the Record” 4 One (1) complimentary registration to each PRIA Conference (approx. $1,200 value)4 Early bird discounts on additional conference registrations plus $100 extra discount per person

BRONZE LEvEL $6004 Includes (2) Associate Memberships4 Annual business listing in “In Touch” 4 Early bird discounts on conference registrations plus $50 extra discount per person

110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected] • www.pria.us • PRIA Federal I.D. No.: 48-1270545

MeMBerShiP cAtegory: CHECK ONE BELOWBuSINESS REGuLAR – vOTING (See benefits explanation)

q President’s Circle $10,000q Platinum $6,000q Gold $3,000q Bronze $600

Association or Organization (national) $6,000(Whose members are businesses)

Association or Organization (state) $600(Whose members are businesses)

ASSOCIATE – NON-vOTING (See benefits explanation)

q Associate Staff Member $50 (Staff member of Regular Member)

q Limited Access Member $200 (Individual, association, or organization not eligible for Business Regular membership; generally businesses or entities with five (5) or fewer employees

I want to participate with:

q Standards and Best Practices q Membership Committee

q Educational Committee q Governance Committee

q Conference Planning

LIMITEd ACCESS $2004 Receives PRIA announcements and publications4 Cannot serve in leadership roles; no voting rights; no company listings/ recognition4 Access to members-only information

Business Regular Member - votingAny individual, privately-owned, publically-traded company or trade association whose primary business, or whose members’ primary business, is to provide services relating to recording conveyance of property, taxing property, recording liens on property and providing public access to such records. A company or organization applying for business regular membership must designate one individual to represent the company as a voting member.

Associate Staff Member – Non-votingA staff member of a Regular Member or Limited Access Member may apply for Associate Membership.

Limited Access Member – Non-votingLimited Access membership is only available to an individual, association or organization whose primary purpose is not substantially related to the processes or services of a Regular Member, but who is indirectly related to the activities in which Regular Members engage. Eligible businesses generally have fewer than five (5) employees.



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MeMBerShiP yeAr 2016-17110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected] • www.pria.us • PRIA Federal I.D. No.: 48-1270545

coNtAct iNforMAtioN for ASSociAte StAff or AdditioNAl liMited AcceSS MeMBer(S):

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________

Name/Title: ______________________________________________________________________________________________


Address: ________________________________________________________________________________________________

City/State/Zip: _____________________________________________________________________________________________

Phone: ___________________________________________ Fax: _____________________________________________________

Email: _________________________________________________________________________________________________


ProPerty recordS iNduStry ASSociAtioN (PriA) MeMBer’S AgreeMeNt to

iNtellectuAl ProPerty ANd ANtitruSt terMS ANd coNditioNS

1. Copyright License a. To the extent that a member contribution is or may be subject to copyright, member grants: i. PRIA an unlimited perpetual, non-exclusive, royalty-free (RF) world-wide right and license to copy, publish and distribute the contribution; and ii. PRIA Members an unlimited perpetual, non-exclusive, RF world-wide right and license to prepare derivative works based upon the contribution for purposes of developing standard work products. iii. PRIA permission to reference the name(s) and address(es) of the contributor(s) and of the organization(s) member represents (if any). b. Member acknowledges that PRIA has no duty to publish or otherwise use or disseminate any contribution.

2. Disclosure of Patents a. Member shall notify PRIA board if member knows or reasonably should know of patent holdings and applications of member organization that may likely be infringed by the implementation of a PRIA standard work product adopted or under development. Members shall not file patent applications based on improvements or refinements to subject matter considered for inclusion in a PRIA standard work product.

3. Antitrust Member acknowledges that: a. Any discussion that could or would violate any state or federal antitrust law is prohibited; b. He or she must refrain from such discussion; and

PRIA may prohibit discussion of any specific topic that could or would violate state or federal antitrust laws at any PRIA event, meeting or gathering.


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MeMBerShiP yeAr 2016-17110 Horizon Drive, Suite 210 Raleigh, N.C. 27615 • 919.459.2081 • 919.459.2075 (Fax)[email protected] • www.pria.us • PRIA Federal I.D. No.: 48-1270545



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PriA AcroNyMS Acronyms

ABA

ACH

Acronym

AEA

AIIM

ALTA

ANSI

ASP

ATIM

AVM

CA

CFPB

CoSA

CRL

CSS

DD-214

DPI

DTD

ESIGN

EULA

FAQ

FEIN

FTP

GIF

GSE

GUID

HAMP

HECM

HELOC

HTML

HTTP

HTTPS

IACREOT

IAOGO

ICR

IETF

IPR

IPER

ISO

JPEG

LDAP

LDD

LegalXML

LOCKSS

LRMS

MBA

MEG

MIN

MISMO

MLS

NACRC

NARA

NASS

NIST

NPRRA

OASIS

OCR

PDF

PII

PIN

PIN

PKI

PNG

PREP

PRIA

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albuquerque MArriott floor PlAN



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SAve theSe dAteS

2017 ANNuAl coNfereNceaugust 28-31sheraton nashville downtown623 union streetnashville, tn 37219

2018 PriA WiNter SyMPoSiuMfebruary 26-March 1hotel Monteleone214 royal streetnew orleans, la 70130



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Schedule-At-A-glANce(All meeting space is on the first floor)

monday, February 20 8 a.m. - Noon Conference office, Library2 - 7 p.m. registration, Ballroom Foyer4 - 6 p.m. board Meeting, Carlsbad6 - 7 p.m. Welcome reception, Pecos/Sandia Ballroom tuesday, February 21 7:30 a.m. - 4 p.m. registration, Ballroom Foyer7:30 - 9:30 a.m. breakfast-to-Go, Ballroom Foyer9 a.m. - Noon tour of bernalillo Clerk’s office 12:30 - 2 p.m. first-timers lunch, Pecos/Ballroom2 - 2:30 p.m. opening session, Salons A-E2:30 - 3:30 p.m. What does the future hold for the real estate industry?, Salons A-E3:30 - 4 p.m. refreshment break, Ballroom Foyer4 - 5 p.m. Gis as a Value-added service, Salons A-E5 - 6 p.m. networking reception, Sandia Ballroom

Wednesday, February 22 7:30 a.m.-3:30 p.m. registration, Ballroom Foyer8 - 9 a.m. breakfast, Sandia Ballroom9 - 10:30 a.m. enotary - from the legal to the Practical, Salons A-E10:30 - 11 a.m. refreshment break, Ballroom Foyer11 a.m.-Noon Working sessions • XMLiGuide,Salons I- J • TIFF-PDF/A,Salons G-H • PredictableFees,Salon FNoon - 1 p.m. lunch, Sandia Ballroom1 - 1:45 p.m. Membership Meeting, Salons A-E1:45 - 3 p.m. the best Practices Game - a Pria Gameshow, Salons A-E3 - 3:30 p.m. break, Ballroom Foyer3:30 - 4:30 p.m. Working sessions • GISWhitePaper,Salons I-J • PREP,Salons G-H • LRMS,Salon F5 - 9 p.m. indian Pueblo Cultural Museum

thursday, February 23 7:30 a.m.-3:30 p.m. registration, Ballroom Foyer8 - 9 a.m. breakfast, Sandia Ballroom9 - 10:30 a.m. “return to sender” - document rejections and how to Minimize them, Salons A-E10:30 - 11 a.m. refreshment break, Ballroom Foyer 11 a.m. - Noon enotary faQs, Salons A-ENoon - 1 p.m. lunch, Sandia Ballroom1 - 2:30 p.m. blockchain: your Questions answered, Salons A-E2:30 - 2:45 p.m. bio break, Ballroom Foyer2:45 - 4 p.m. round table discussions 1. budgets and More - how other Counties do it, Salon F 2. staff retention and recruitment and employee engagement, Pecos 3. navigating the recording process, Salons G-H 4. adjusting to a changing work environment, Salons I-J 5. Preservation of electronic records, Acoma4 - 4:30 p.m. Closing Comments, Salons A-D4:30 - 5:30 p.m. Closing social, Salon E

up, up and away pria... · visit to new mexico and we are pleased that bernalillo county, ... we...

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