The Resort at Pelican Hill • Newport Beach, California · ACMA 43rd Annual Meeting • September 22-24, 2016 • The Resort at Pelican Hill • Newport Beach, California 1 President’s

Ride the Boom & Rock the Bust!!!

ACMA 43rd Annual MeetingSeptember 22–24, 2016The Resort at Pelican Hill • Newport Beach, California


ACMA 43rd Annual Meeting • September 22-24, 2016 • The Resort at Pelican Hill • Newport Beach, California 1


President’s Message

Greetings!

The 2016 Annual Meeting of the American College of Mortgage Attorneys (ACMA) will be held from September 22–24, 2016, at The Resort at Pelican Hill in Newport Beach, California. This year, ACMA’s always-valuable and well-presented continuing legal education programming—“Ride the Boom & Rock the Bust!!!”—will include topics covering legal issues and ethical approaches addressing the highs and lows of the ever-dynamic economic cycle affecting real estate and lending markets. The meeting will be in a setting that encourages the collegiality that encompasses ACMA events.

Both The Resort at Pelican Hill complex and the Newport Coast area of Southern California provide a great backdrop for ACMA’s 2016 Annual Meeting, with an enticing mixture of outdoor activities and attractions, dining and shopping choices, and scenic locations that will add to your enjoyment of the event. The resort is known for its accommodations and facilities and offers an array of activities and amenities to enhance your stay.

The meeting opens on Thursday with a State and Provincial Chairs Meeting, followed by the Board of Regents Meeting (to which all Fellows are always welcome) and then various committee meetings. The Corporate Counsel Group will be conducting its full-day programming on Thursday as well. For those not attending the Corporate Counsel meeting, Thursday afternoon is free to partake in a variety of activities. The President’s Reception will kick off the evening’s activities, followed by Dine Arounds and informal gatherings of Fellows and their guests.

On Friday and Saturday mornings, ACMA’s lineup of CLE sessions will take center stage. Friday afternoon features the Annual Dave Lombard Golf Tournament at the Pelican Hill Golf Club South Course, organized by ACMA’s accomplished golf czar, Jay Cook, and the recurrence of ACMA’s Mini-Golf Outing, an alternative golf program organized by ACMA’s mini-golf czarina, Beth Mitchell. Those who wish to book additional golf outings on Thursday or Saturday, or both, should check with Jay or Beth as to their respective events. ACMA’s annual dinner and new Fellow induction ceremony will be held on Friday evening at The Resort at Pelican Hill. Other than the CLE sessions and a brief annual meeting of the Fellows on Saturday morning, the rest of Saturday is free for optional activities and informal networking, with the last Dine Around scheduled for that evening.

We appreciate the efforts of Bob and Judy Holmes in selecting The Resort at Pelican Hill for this ACMA Annual Meeting.

Laura and I look forward to seeing all of you in California in September!

Donald A. Shindler ACMA President 2015–2016



Schedule (as of 07/29/16)

Thursday, September 227:30 am – 10:00 am Continental Breakfast

7:30 am – 9:00 am Executive Committee Meeting

7:30 am – Noon Registration/ACMA Information Desk

9:00 am – 6:00 pm Corporate Counsel Symposium (Open to members of the Corporate Counsel Committee and invited guests only.)

9:00 am – 10:00 am State and Provincial Chairs Meeting

10:00 am – Noon Board of Regents Meeting (All Fellows are invited.)

Optional Committee Meetings (Following the Board of Regents Meeting. To be scheduled at the discretion of the committee chair.)

Noon – 1:00 pm Luncheon Program: Mindfulness (All are invited to join the Corporate Counsel in a luncheon discussion on “Mindfulness.” Included in Corporate Counsel registration. Other Fellows: Program and lunch fee—$55/person.)

1:00 pm Golf Tee Times Available at the North Course

1:00 pm – 5:00 pm Optional Activity—Olive Oil & Wine Tasting at the Mission

2:00 pm – 5:00 pm Optional Activity—Lifestyles of the Rich & Famous

2:00 pm –5:00 pm Optional Activity—Secrets of the Sea Hike

6:00 pm – 8:00 pm Registration

7:00 pm – 8:00 pm President’s Reception (All Fellows and guests are invited.)

8:15 pm Past Presidents Dinner

8:15 pm Dinner—Optional Dine Arounds

Friday, September 236:30 am – 9:30 am Continental Breakfast

6:30 am – Noon Registration/ACMA Information Desk

7:30 am – Noon CLE Sessions

1:00 pm Annual Dave Lombard Memorial Golf Tournament—Shotgun Start (Shuttles start departing at noon continuously as needed.)

2:00 pm – 4:00 pm Optional Activity—Coastal Cruising

2:00 pm – 4:00 pm Optional Activity—Mini-Golf Outing

2:00 pm – 5:00 pm Optional Activity—Newport Back Bay Eco Tou—A Kayak Cruise

2:00 pm – 5:00 pm Optional Activity—Wine Tasting Tour

7:00 pm – 8:00 pm Reception (Coat and tie required.)

8:00 pm – 10:00 pm Dinner and Induction Ceremony (Coat and tie required.)

Saturday, September 247:00 am – 9:30 am Continental Breakfast

7:00 am – Noon ACMA Information Desk

7:30 am – Noon CLE Sessions

1:00 pm Golf Tee Times Available at the North Course

1:00 pm – 4:30 pm Optional Activity—Pedego

2:00 pm – 5:00 pm Optional Activity—Newport Back Bay Eco Tour—A Kayak Cruise

2:00 pm – 5:00 pm Optional Activity—Secrets of the Sea Hike

6:30 pm – 7:30 pm President’s Open House and Farewell

8:00 pm Dinner—Optional Dine Around


Thursday,September 228:00 am – 8:45 amCorporate Counsel Business Meeting

8:45 am – 10:00 amCorporate Counsel Committee Welcome

Corporate Counsel Roundtable: Hot Topics in Real Estate Finance, Part I Non-recourse financing, regulatory and compliance concerns, bankruptcy, subordinate debt, loan workouts, and remedial actions continue to be issues that impact the real estate finance community. In a roundtable format, led by the Corporate Counsel co-chairs, the committee will explore legal issues and questions about these and other issues relating to real estate finance, with a focus on new developments and best practices for in-house counsel.

Co-Chairs Ned W. Graber, Esq.AIG InvestmentsHouston, Texas

Cindy J. Heidel, Esq.Fidelity National Title Insurance CompanyWashington, D.C.

Joyce L. Elden, Esq.Sun Life FinancialWellesley Hills, Massachusetts

10:00 am – 10:15 amBreak

10:15 am – 11:45 amCorporate Counsel Roundtable: Hot Topics in Real Estate Finance, Part IIThe Corporate Counsel will continue its discussion on cur-rent issues that impact the real estate finance community, with a focus on new developments and best practices.

11:45 am – NoonPick Up Box Lunch

Noon – 1:15 pmLuncheon Program:

Mindfulness—Tapping Into Its Power to Achieve Professional and Personal Success and Wellness[Included in the Corporate Counsel registration. Open to all other Fellows @ $55/person. Presented as part of the ACMA Annual Meeting CLE. This program qualifies for one “ethics CLE credit” in most jurisdictions or one “competency CLE credit” in California.]

This program will address how mindfulness practices can help a lawyer identify stressors that are self-induced and the use of unhealthy coping mechanisms therefor, such as well-documented substance abuse issues, as well as newer issues, such as gambling addictions and online gaming addictions.

Moderator/ Panelist

Gisela M. Munoz, Esq. Stearns Weaver Miller Weissler

Alhadeff & Sitterson P.A.Miami, Florida

Panelists Leslie A. Loubier, Psy.D.Best Life Yet! ConsultingMontrose, California

Henry I. (Sandy) Lowe, Esq.Lowe, Fell & Skogg, LLCDenver, Colorado

Dragica Mijailovic, Esq.Sun Life FinancialWellesley Hill, Massachusetts

1:15 pm – 2:30 pmCorporate Counsel Roundtable: Hot Topics in Real Estate Finance, Part IIIThe Corporate Counsel will continue its discussion on current issues that impact the real estate finance community, with a focus on new developments and best practices.

2:30 pm – 3:30 pmArbitration vs. Mediation Mediation and arbitration are two tools available to resolve disputes. This presentation will address the differences between arbitration and mediation, the use of these two differing means of settlement and specific issues that need to be considered by in-house counsel in the drafting of mediation and arbitration provisions, the preparation for mediation and arbitration hearings, and expectations of the procedures for these methods of settlement.

Speakers Cynthia M. Cohen, Esq.Paul Hastings LLPLos Angeles, California

Joseph E. (“Ed”) Foster, Esq.Akerman LLPOrlando, Florida

3:30 pm – 3:45 pmBreak

3:45 pm – 4:45 pmCorporate Counsel Roundtable: Hot Topics in Real Estate Finance, Part IVThe Corporate Counsel will wrap up its discussion on current issues that impact the real estate finance community, with a focus on new developments and best practices.

4:45 pm – 5:00 pmBreak

5:00 pm – 6:00 pmCorporate Counsel Networking Reception

Corporate Counsel SymposiumOpen to members of the Corporate Counsel Committee and invited guests only



Agenda

Thursday,September 227:30 am – NoonRegistration/ACMA Information Desk

7:30 am – 10:00 amContinental Breakfast

7:30 am – 9:00 amExecutive Committee Meeting

9:00 am – 6:00 amCorporate Counsel Symposium(Open to members of the Corporate Counsel Committee and invited guests only.)

9:00 am – 10:00 amState and Provincial Chairs Meeting

10:00 am – NoonBoard of Regents Meeting (All Fellows are invited.)

Optional Committee Meetings (Following the Board of Regents Meeting. To be scheduled at the discretion of the committee chair.)

Noon – 1:15 pmLuncheon Program: Mindfulness—Tapping Into Its Power to Achieve Professional and Personal Success and Wellness

ACMA invites all attendees to join corporate counsel in a luncheon discussion on “Mindfulness.” This program will address how mindfulness practices can help a lawyer identify stressors that are self-induced and the use of unhealthy coping mechanisms therefor, such as well-documented substance abuse issues, as well as newer issues, such as gambling addictions and online gaming addictions. So put on some comfortable clothes, come prepared to learn how to stay in the moment, and join us for lunch on Thursday!

This program qualifies for one “ethics CLE credit” in most jurisdictions or one “competency CLE credit” in California. (Lunch fee of $55/person.)

Moderator/ Gisela M. Munoz, Esq. Panelist Stearns Weaver Miller

Miami, Florida

Panelelists Leslie A. Loubier, Psy.D.Clinical PsychologistBest Life Yet! ConsultingMontrose, California

Henry I. (Sandy) Lowe, Esq.Lowe, Fell & Skogg, LLCDenver, Colorado

Dragica Mijailovic, Esq.Sun Life FinancialWellesley Hills, Massachusetts

1:00 pmTee Times Available at the North Course

1:00 pm – 4:30 pmOptional Activity—Olive Oil and Wine Tasting at the Mission

2:00 pm – 5:00 pmOptional Activity—Lifestyles of the Rich and Famous

2:00 pm –5:00 pmOptional Activity—Secrets of the Sea Hike

6:00 pm – 8:00 pmRegistration

7:00 pm – 8:00 pmPresident’s Reception (All Fellows and guests are invited.)

8:15 pmPast Presidents Dinner

8:15 pmDinner—Optional Dine AroundsReservations will be set up at various restaurants in the area so that you can sign up onsite to dine with other Fellows and their guest(s). Individuals are responsible for their own transportation and dinner charges.

Program Organizers

John. L. Hosack, Esq.Dena M. Cruz, Esq.Michael D. Goler, Esq.Andrew F. Palmieri, Esq.



Agenda

Friday,September 236:30 am – 9:30 amContinental Breakfast

6:30 am – NoonRegistration/ACMA Information Desk

7:30 am – 7:40 amPresident’s Welcome

Donald A. ShindlerClark Hill PLCChicago, Illinois

7:40 am – 7:45 amProgram Introduction

Program John L. Hosack Committee Buchalter Nemer Co-Chair A Professional Corporation Los Angeles, California

7:45 am – 8:45 amDon’t Be a “Bad Boy”—Non-Recourse Carveouts, Guaranties, and Indemnities ReevaluatedThe panel will examine and discuss non-recourse carveout provisions, as well as differences between guaranties and indemnities, in two scenarios: first, through a negotiation at the initiation of the loan, and second, through the lens of enforcement after default. The panel will also provide a Canadian perspective and will explore considerations raised in “one form of action/security first” jurisdictions.

Moderator Michael D. Goler, Esq.Miller Goler Faeges Lapine LLPCleveland, Ohio

Panelists Catherine E. Bray, Esq.Borden Ladner Gervais LLPToronto, Ontario

Kathleen J. Hopkins, Esq.Real Property Law Group PLLCSeattle, Washington

Kenneth Miller, Esq.Ervin Cohen & Jessup LLPBeverly Hills, California

8:45 am – 9:45 amCurrent Bankruptcy-Related Issues of Interest to Mortgage Lenders, Brokers, and ServicersRecent and pending changes in bankruptcy rules and forms and Supreme Court rulings, as well as requirements of TILA and RESPA, have created compliance issues for originators and holders of mortgage claims, leading to enforcement activity by the Department of Justice, CFPB, and the states, and large settlement agreements with mortgage servicers. This panel will familiarize attendees with difficulties involving bankruptcy and insolvency since the Great Recession that mortgage lenders, brokers, and servicers currently face. While these issues arise primarily in consumer mortgage lending, the developments also have implications for creditors in commercial bankruptcy cases.

Moderator Cheryl A. Kelly, Esq.Thompson Coburn, LLPSt. Louis, Missouri

Panelists Lawrence R. Ahern III, Esq.Brown & AhernBrentwood, Tennessee

Michael T. Bates, Esq.Lindquist & Vennum, LLPMinneapolis, Minnesota

Jason E. GoldsteinBuchalter Nemer, P.C.Irvine, California

9:45 am – 10:00 amBreak

10:00 am – 11:00 amEthics Potpourri: Civility; Dealing with Government Agencies; Social Media Issues Increasingly, an attorney’s role and function requires acceptable civil interactions as part of professional obligations, as well as competence, client loyalty, and exercising judgment on behalf of clients. Further, professional obligations to other counsel and governmental organizations impose certain expected standards as embodied by the Rules of Professional Conduct adopted by the various jurisdictions throughout Canada and the United States. Finally, the emergence of a multitude of social media platforms and their use can blur



Agendathe line between professional and personal interactions with clients, the judiciary, government officials, and entities (whether on behalf of clients or not), other counsel, and prospective clients. This panel will discuss these aspects of attorneys’ daily work and provide some best practice approaches for addressing and handling these elements and recognizing “gray” areas in the context of the Rules of Professional Conduct. This program qualifies for one “ethics CLE credit” in most jurisdictions.

Moderator/ Panelist

Donald A. Shindler, Esq.Clark Hill PLCChicago, Illinois

Panelists Adrian P. Hartog, Esq.Osler, Hoskin & Harcourt, LLPToronto, Ontario

Lawrence J. Wolk, Esq.Office of the Attorney General for the District of ColumbiaWashington, D.C.

11:00 am – NoonProfessors RoundupIn many ways, the commercial real estate industry is on more solid footing than it has been for quite some time. However, concerns—some old and some new—are keeping real estate executives and lawyers on their toes. Always informative and entertaining, this panel of leading real property professors will critically analyze a number of recent cases that had the most widespread impact on the practice of commercial real estate lending.

Moderator/ Panelist

Professor Roger BernhardtGolden Gate University San Francisco, California

Panelists Professor Ann M. BurkhartUniversity of Minnesota Law SchoolMinneapolis, Minnesota

Professor Steven (“Steve”) BenderSeattle University School of LawSeattle, Washington

1:00 pmAnnual Dave Lombard Memorial Golf Tournament—Shotgun Start(Shuttles start departing at noon continuously as needed.)

2:00 pm – 4:00 pmOptional Activity—Coastal Cruising

2:00 pm – 4:00 pmOptional Activity—Mini-Golf Outing

2:00 pm – 5:00 pmOptional Activity—Newport Back Bay Eco Tour A Kayak Cruise

2:00 pm – 5:00 pmOptional Activity—Wine Tasting Tour

7:00 pm – 8:00 pmReception (Coat and tie required.)

8:00 pm – 10:00 pmDinner and Induction Ceremony (Coat and tie required.)

Saturday,September 247:00 am – 9:30 amContinental Breakfast

7:30 am – 8:30 amOur Loan Is Closed—Now What? Loan Servicing IssuesThe panel will examine post-closing loan servicing issues, such as post-closing transfers of collateral or ownership interests in borrowers, lease approvals, changes to collateral (e.g., construction of a new pad or a further subdivision), and ambiguities in loan document interpretations, from the perspectives of a CMBS servicer, a portfolio lender, and a borrower.

Moderators Elizabeth C. Lee, Esq.Womble Carlyle Sandridge & Rice, LLPWashington, D.C.

Joyce Elden, Esq.Sun Life FinancialWellesley, Massachusetts

Panelists Matthew CapofreddiManaging Director North American Mortgage Asset ManagementSun Life FinancialWellesley, Massachusetts

Frederic Carsley, Esq.DeGrandprei Chait LLPMontreal, Quebec

Eric Diaz, Esq.Lare & DiazPhiladelphia, Pennsylvania



Agenda8:30 am – 9:30 amBack to the Basics: Commercial Leasing for LendersLeases are the primary drivers of value for commercial real estate and the source of income for debt service payments. Lease analysis is therefore a critical component of a lender’s underwriting. With a focus on issues of particular concern to lenders, panelists will discuss what to look for in general lease provisions, what to watch out for in retail leases, and what happens when things go wrong.

Moderator Deanna Lee, Esq. AIG InvestmentsLos Angeles, California

Panelists Susan Cornett, Esq.Thompson Hine LLPDayton, Ohio

Greg Erwin, Esq. Winstead PCHouston, Texas

Julie Schoepf, Esq.Dinsmore & Shohl LLPCincinnati, Ohio

9:30 am – 9:45 amACMA Annual Business Meeting

9:45 am – 10:00 amBreak

10:00 am – 11:00 amTaking Delaware Limited Liability Company Interests as Collateral for the LoanIn recent years, lenders have taken as security for their loans the borrower’s tangible real and personal property interests and a security interest in the borrower’s stock, LP interests, or LLC interests. This panel will discuss the creation and enforcement of security interests in “membership interests” in Delaware limited liability companies, priority issues, and the problems that might arise when a lender seeks to foreclose on loans secured by both real and personal property.

Moderator Paul L. Hammann, Esq.First American Title Insurance CompanySumner, Washington

Panelists Bradley N. Gibson, Esq.First American CorporationSanta Ana, California

Dennis B. Arnold, Esq.Gibson Dunn & CrutcherLos Angeles, California

Norman M. Powell, Esq.Young Conaway Stargatt & Taylor, LLPWilmington, Delaware

11:00 am – NoonWorkout Wisdom—Pros and Cons of Workout StrategiesIt’s always a good time to get in shape…especially given that the economy may be facing another downturn. Whether you are more of a Jane Fonda fan or on team Richard Simmons, join this group of mortgage attorneys for a discussion of various workout strategies, recovery options, and lessons learned based on experiences during the last economic cycle. Whether “sweating to the oldies” by improving collateral position or exploring your restructuring options with P90X, there are plenty of “workout” topics to cover during this session.

Moderators/ Panelists

Marcia Sullivan, Esq.Katten Muchin Rosenman LLPChicago, Illinois

Eric Pruitt, Esq.Baker DonelsonBirmingham, Alabama

Panelists Mark Gittleman, Esq.PNC BankPhiladelphia, Pennsylvania

John L. Hosack, Esq.Buchalter NemerLos Angeles, California

Jenna Unell, Esq.C-III Asset ManagementDallas, Texas

1:00 pmTee Times Available at the North Course

1:00 pm – 4:30 pmOptional Activity—Pedego: Cruising on an Electric Bicycle

2:00 pm – 5:00 pmOptional Activity—Newport Back Bay Eco Tour A Kayak Cruise

2:00 pm –5:00 pmOptional Activity—Secrets of the Sea Hike

6:30 pm – 7:30 pmPresident’s Open House and Farewell

8:00 pm Dinner—Optional Dine Around Reservations will be set up at various restaurants in the area for so that you can sign up onsite to dine with other Fellows and their guest(s). Individuals are responsible for their own transportation and dinner charges.



Annual Dave Lombard Memorial ACMA Golf TournamentFriday, September 23, 2016

Shotgun start at 1:00 pm.

Golfers can start departing from the hotel at noon.

Shuttles will be available from the hotel lobby to take you to the golf club.

Golf

Pelican Hill Golf Club Ocean South Course• Teams will be organized based on handicap or disclosed skill

levels and at the discretion of the golf czar.• Fee: $350 per person. Fee includes greens fee, cart, range balls,

boxed lunch, and access to the practice facilities.• Rental Clubs: $86.40 (inclusive of tax)

The Pelican Hill Golf Club’s South Course is more than just eye candy. The pristine greens look harmless at first glance, but most are surrounded by bunkers and deep chasms, momentarily stealing your attention from the 270-degree views of the Pacific. Concentration here is a must, lest you end up taking more shots with your wedge than you do with your camera.

Ocean South Facts

• Par 70 – 6,580 yards• Several holes right by ocean’s edge• One-of-a-kind 13th hole features two greens• Opened in 1991

Additional Tee Times

Additional tee times at the Ocean North Course have been reserved for those interested in playing on Thursday, September 22, and Saturday, September 24.

Golf fees on Thursday and Saturday are $295 per person. Contact Jay Cook to reserve your tee times. Charges will be posted on your guest folios.

Please indicate on the registration form if you are interested in playing, or contact the ACMA golf czar, Jay Cook, no later than Friday, August 19.

Jay Cook (aka golf czar)

[email protected]

(239) 687-2400

Mini-Golf Outing

Friday, September 23, 2:00 pm–4:00 pm (Pay onsite)

ACMA’s own mini-golf czarina, Beth Mitchell, is once again organizing a group of interested mini-golfers (putt-putt extraordinaires!). Meet in the hotel lobby at 1:30 pm and enjoy an afternoon of leisurely fun and games. Transportation is on your own. Carpools will be coordinated.

mailto:[email protected]



Thursday, September 22

1:00 pm–5:00 pm Olive Oil and Wine Tasting $250

2:00 pm–5:00 pm Lifestyles of the Rich and Famous $225

2:00 pm–5:00 pm Secrets of the Sea Hike $125

Friday, September 23

2:00 pm–4:00 pm Coastal Cruising $220

2:00 pm–4:00 pm Mini-Golf Outing (Pay Onsite)

2:00 pm–5:00 pm Wine Tasting Tour $210

2:00 pm–5:00 pm Bay Eco Tour—A Kayak Cruise $195

Saturday, September 24

1:00 pm–4:30 pm Pedego $195

2:00 pm–5:00 pm Bay Eco Tour—A Kayak Cruise $195

2:00 pm–5:00 pm Secrets of the Sea Hike $125

Coastal Cruising—A Leisurely Bike Tour of Crystal CoveFriday, September 23, 2:00 pm–4:00 pm

$220/person

Nothing quite embodies the carefree spirit of Southern California like a two-hour coastal bike ride. Explore the classic seaside hamlet of Crystal Cove atop your very own hybrid mountain bike. The quiet, scenic seaside of Crystal Cove State Park is a mostly flat ride offering spectacular views of the coast from

Laguna to Newport Beach. Crystal Cove is the last parcel of undeveloped coastline in Orange County. This 5-mile coastal ride highlights a stunning example of California coastal wilderness, almost frozen in time with its golden headlands and historic beach bungalows. An expert guide will take you along the bluff, dropping down to the colony to walk the beach and tour the tide pools. Helmets and water bottles provided.

Lifestyles of the Rich and Famous—Exclusive Cruising on Newport Harbor Thursday, September 22, 2:00 pm–5:00 pm

$225/person (8 guests per boat)

Shut down the motors and turn up the fun during an afternoon of “Lifestyles of the Rich and Famous” on Newport Harbor. The afternoon begins following a transfer to the wooden docks of Newport Harbor. A collection of electric-powered cruising Duffy boats will await you for a unique voyage into the coastal

waters of Newport Harbor. Duffy boats are a TRUE sign that you have “arrived” if you are a resident of this area…and the docks of Newport are lined with these beautiful vessels. Private estates and homes, exclusive bistros, and

more line the shimmering shores of Newport. Delight in some wine and an array of fine hors d’oeuvres while enjoying your tour of the scenic waterfront. It’s an afternoon to soak up the sights and sounds and live the lifestyles of the rich and famous!

Mini-Golf Outing Friday, September 23, 2:00 pm–5:00 pm

Pay onsite

ACMA’s own mini-golf czarina, Beth Mitchell, is once again organizing a group of interested mini-golfers (putt-putt extraordinaires!). Meet in the hotel lobby at 1:30 pm and enjoy an afternoon of leisurely fun and games. Transportation is on your own.

Newport Back Bay Eco Tour— A Kayak Cruise Friday, September 23, 2:00 pm–5:00 pmSaturday, September 24, 2:00 pm–5:00 pm$195/person

Come take a single or double kayak tour through the flat and natural estuary of Newport Back Bay, the largest of a few remaining natural estuaries in Southern California. An estuary is a coastal wetland where salt water from the ocean mixes with nutrient-rich fresh water from inland sources to provide a fertile feeding

area for birds, fish, and other animals. Upper Newport Bay is an important rest stop and/or winter home for birds migrating from Canada and Alaska, and up to 30,000 birds can be seen here on any one day during the winter months. The bay is also a spawning ground and nursery for many commercial and sport fish, including halibut and bass. Naturalists will guide you through mudflats and marshlands so you can experience this amazing ecosystem up close.

Leisure



LeisureOlive Oil and Wine Tasting at the MissionThursday, September 22, 2:00 pm–5:00 pm

$250/person

Begin the afternoon at the mission san Juan Capistrano. Perhaps most known for its “Return of the swallows” each year, it showcases the sheer tranquility and benign character of mission life and old Spanish California. Containing precious and graphically intact

testimonials, the Mission serves as a living treasure house for a glorious chapter in early California history. Take a step back into the rich history of california and experience life as it was during the era when the Franciscan Missions flourished and shaped California’s future.

After an informative guided tour of these historic grounds, you will stop in the Soldier’s Barracks for a private olive oil and wine tasting event! Let there olive oil and wine specialists offer you a taste of olive oils from Temecula and featured wines. There’s no doubt you’ll be entertained and experience an unforgettable tasting!

Pedego—Cruising on an Electric BicycleSaturday, September 24, 1:00 pm–4:30 pm $195/person

A favorite pursuit of OC locals is rid-ing bikes along the scenic Orange County coastline and through the harbors and boardwalks. What bet-ter way to do this is on a Pedego electric bicycle.

You will experience a one of a kind route that will take you through

scenic Corona Del Mar towards Balboa Island. Since you will have the Pedego, this route is easy to manage and

each guest can turn on the motor when he or she feels like they need a little extra help. While on Marine Avenue, make sure to grab a “Balboa Bar”, a noted legend on the Island, which is a rectangle of vanilla ice cream on a stick dipped in chocolate and covered with toppings of your choice. Give it a try and turn the simplest jaunts into an electric cruise that is guarantee to keep the wind in your hair and a smile on your face!

Secrets of the Sea Hike— An Eco Hike Through Picturesque Crystal Cove Thursday, September 22, 2:00 pm–5:00 pmSaturday, September 24, 2:00 pm–5:00 pm

$125/person

Discover the secrets of the sea while walking with seasoned guide Doug Thompson along the bluffs of Crystal Cove State Park, with its 2,200 acres of coastal beauty and 18 miles of footpaths. Doug is an accomplished author, ecologist, internationally recognized naturalist, expedition

leader, lecturer, award-winning film maker, photo-journalist, and above all, a man at peace with the planet—dedicated to keeping our planet the best it can be.

The park is home to a large wildlife population, and its trails meander along the bluffs and a mosaic of native plants, all framed by a panoramic overview of the sparkling Pacific Ocean. Learn the Native American uses for local plants in medicine, food, tea, utensils, and musical instruments, as well as the sophistication of our dolphin societies, whose members are often seen playing in the waves. You’ll also find out about the birth and death of a wave, whose “life” may have begun continents away. On the beach, you’ll explore what a 40-ton gray whale has in common with a two-ounce hummingbird and what is different about their annual 2,000–10,000 mile migrations, and so much more about the local coastline and its inhabitants. Athletic clothing and shoes recommended.

Wine Tasting Tour—An Exclusive Orange County Vineyard Experience Friday, September 23, 2:00 pm–5:00 pm

$210/person

Experience an exclusive afternoon of wine tasting and education at a local vineyard that boasts the only wine cave in Orange County! Founded in 1999, the vineyard itself is set in a world class botanical garden complete with exotic birds and a koi pond adjacent to the 850-acre

Newport Bay ecological preserve and bird sanctuary. Upon arrival, you will be greeted and enjoy an informative private tour of the grounds and winery. Following the tour, you will be led to the wine cave, where an exclusive tasting will await. The 1,000-square-foot wine cave utilizes the earth’s natural insulation properties to eliminate energy costs. That, coupled with the creative recycled building materials used throughout the venue, makes it the ultimate “green” setting! You will enjoy a tasting of four of their award-winning vintages, accompanied by a delicious array of cheese, charcuterie, and antipasti.



Hotel & Travel

HotelThe Resort at Pelican Hill22701 Pelican Hill Road South Newport Coast, California 92657

Room Rate $335 per night single/double

Online Reservations Reservation Link

Call-in Reservations (888) 507-6427 or (855) 315-8214

Reservations Deadline August 5, 2016

Please mention the American College of Mortgage Attorneys to obtain the group rate. Hotel reservations are on a first-come, first-served basis until Friday, August 5, 2016, or until the block has sold out. ACMA cannot guarantee the group rate after Friday, August 5.

Check-in Time 4:00 pm

Checkout Time Noon

Parking Complimentary self/valet parking

Perched upon 504 acres of unrivaled coastal beauty, Pelican Hill® is set apart as a world unto itself— offering a feast for the senses and a gracious place to retreat. From the vaulted arches and towering columns of the Palladian architecture, down to the precision of perfectly hand-cut tiles, every detail has been meticulously curated.

TransportationAirportsJohn Wayne Airport, Orange County (SNA): located about 16 minutes (9 miles) from The Resort at Pelican Hill.

Los Angeles International Airport (LAX): located 1 hour (48 miles) from The Resort at Pelican Hill.

Airfare: ACMA has received discounted airfares through United Airlines. To book airfare and receive a discount, go to www.united.com and use:

Offer Code: ZVPX706689.

You may also call (800) 426-1122 and give the agent the following information:

Agreement Code: 706689, Z Code: ZVPX.

TaxisSNA: $35 each way, gratuity not included

LAX: $150 each way, gratuity not included

Rental CarThe following rental car agencies are located on the airport grounds:

(SNA): Advantage, Alamo, Avis, Budget, Dollar, Enterprise, Hertz, and National.

(LAX): Advantage, Alamo, Avis, Budget, Dollar, Enterprise, Fox, Hertz, Midway, National, Payless, Sixt, and Thrifty.

WeatherThe average high temperature in Newport in September is 72 °F, and the low is 64 °F.

https://aws.passkey.com/g/57825780

RegistrationACMA 43rd Annual MeetingSeptember 22-24, 2016The Resort at Pelican HillNewport Beach, California

1. Registrant InformationAttendee Information First ACMA Meeting? YES NO

Registrant Name

Badge First Name

Firm Name

Address

City State ZIP

Country

Phone Fax

Email

Indicate States Where Admitted Bar #

Spouse/Guest Information

Spouse/Guest Name(s) Badge First Name

Email

Special Dietary Requirement: Vegetarian Vegan Gluten-Free Kosher Other Require special accommodations to participate (attach written description)

2. Registration FeesAdvance registration deadline: Thursday, September 1

Before 9/1/16

After 9/1/16

Fellow Academic $715 $815Senior Fellow $715 $815Fellow $895 $995Non-Fellow $995 $1,095Guest $350 $450Fellow Speaker $895 $995

If you are attending the Corporate Councel Symposium, please indicate under Optional Events.

3. Optional EventsEventsPlease indicate the events you and your guest plan to attend.

THURSDAY, September 22, 2016 Registrant Spouse/Guest

Continental Breakfast

Corporate Counsel Symposium

Attending Meeting/Lunch Limited to Corporate Council Only $75

Other Fellows–Lunch Program $55 $55 $75 After 9/1/16

Board of Regents Meeting

Op

tiona

l A

ctiv

ities Olive Oil and Wine Tasting at the Mission $250 $250

Lifestyles of the Rich and Famous $225 $225Secrets of the Sea Hike $125 $125

President’s Reception Past Presidents Dinner (by invitation only) Dine Arounds

FRIDAY, September 23, 2016Continental Breakfast

CLE SessionsO

pti

on

al

Act

iviti

es

Coastal Cruising $220 $220Mini Golf Outing pay onsite pay onsite

Wine Tasting Tour $210 $210Newport Back Bay Eco Tour—A Kayak Cruise $195 $195

Reception / Dinner / Induction Ceremony

SATURDAY, September 24, 2016Continental Breakfast

CLE Sessions

Op

tiona

l A

ctiv

ities Pedego $195 $195

Newport Back Bay Eco Tour—A Kayak Cruise $195 $195Secrets of the Sea Hike $125 $125

Dinner—Optional Dine Around President’s Open House

4. GolfTHURSDAY, September 22, 2016 Registrant Spouse/Guest

Golf at Pelican Hill Golf Club North Course pay onsite pay onsiteRental Clubs Yes No

FRIDAY, September 23, 2016Golf Tournament: Fee includes greens fee, cart, range balls, boxed lunch, and access to the practice facilities. $350 $350

Name/Player Avg. Score Handicap

Boxed Lunch: Turkey Veggie Rental Clubs Yes No

Spouse Name/Player Avg. Score Handicap

Boxed Lunch: Turkey Veggie Rental Clubs Yes No

SATURDAY, September 24, 2016Golf at Pelican Hill Golf Club North Course pay onsite pay onsite

Rental Clubs Yes No

5. Payment InformationFee TotalsA. Meeting Registration Fee(s) $

B. Optional Events $

C. Golf Fee(s) $

Total Amount Due $

Payment Options

Check Enclosed—Make payable to ACMA (U.S. funds only).Credit Card: Visa Mastercard AMEX

Name on Card

Card #

Exp./Date Security Code

Signature

Cancellation PolicyIf you cancel any meeting(s) and/or event(s) (including golf) prior to Thursday, September 1, 2016, $150 cancellation fee will apply. No refunds after Thursday, September 1, 2016.

Register Online or by Fax or Mail

Registration deadline: Thursday, September 1, 2016American College of Mortgage Attorneys9707 Key West Avenue, Suite 100Rockville, MD 20850T (301) 990-9075 • F (301) 990-9771E [email protected] • W www.acmaatty.org

Register Online

http://www.acmaatty.org

https://www.acmaatty.org/fellow/events/2016_annual.cfm

Documents

The Resort at Pelican Hill • Newport Beach, California · ACMA 43rd Annual Meeting • September 22-24, 2016 • The Resort at Pelican Hill • Newport Beach, California 1 President’s