CRN 4th Quarter Meeting - Sarasota, Florida 2023

CRN 4th Quarter Meeting - Sarasota, Florida 2023

Date(s):

November 28, 2023 – November 28, 2023

Venue & Location:

Embassy Suites Sarasota

202 North Tamiami Trail Sarasota, FL 34236

Description:

The CRN Meeting will be held on Tuesday, November 14th. 

CLICK HERE TO BOOK A ROOM


Event Options:

CRN 4th Qtr Meeting @ $499.00

9:00 am – 9:05 am ET Moderator
Lee Trice, Opteon
9:15 am – 9:45 am ET Housing Finance
Brian Montgomery, Gate House Strategies
9:45 am – 10:30 am ET Shelter From the Storm
Mark Calabria, Cato Institute
10:30 am – 10:45 pm ET Break
10:45 am – 11:30 am ET Fannie Mae Update
Lyle Radke, Fannie Mae
11:30 am – 12:00 pm ET Freddie Mac Update
Scott Reuter, Freddie Mac
12:00 pm – 1:00 pm ET Lunch
1:00 am  pm ET Moderator
Jeff Bradford, Bradford Technologies
1:00 pm – 1:45 pm ET Artificial Intelligence – The Art of the Possible
Nathan Brannen, Restb.ai
Vin Vomero, FoxyAI.com
1:45 pm – 2:15 pm ET Housing Market Forecast
Mark Palim, Fannie Mae
2:15 pm – 2:30 pm ET Break
2:30 pm – 2:45 pm ET Valuation Visionary Award Presentation
Ed Pinto, American Enterprise Institute
2:45 pm – 4:15 pm ET Where Will Our Children and Grandchildren Live?
Ed Pinto, American Enterprise Institute
Joe Tracy, American Enterprise Institute
4:15 pm – 5:00 pm ET Rebuilding Trust through Intentional Strategies
Hem Merriman, Wells Fargo

CRN Meeting - Non Member Pricing @ $799.00



The CRN will provide a congenial, hospitable and welcoming environment where valuation professionals, both nationally and internationally, can meet in person and virtually through the CRN meetings and the CRN Email Forum to exchange ideas and information.  

In order for us to maintain this unique environment, we expect that our members, visitors and friends will comply with this set of guidelines.

Introduction

Members, visitors and guests are required to comply with the rules and regulations of the CRN currently in force. These regulations are designed to provide an appropriate atmosphere for discussion, to ensure the effective operation of the CRN and the security and safety of its users and the resources which it supports.

  • Failure to comply may result in the temporary or permanent withdrawal of membership, or revocation of event pass.
  • In these regulations, the term "member" also includes visitors and guests unless otherwise specified.

General Conduct

  • Members may, with permission, use the CRN logo on their website or email signature to promote their association with the CRN. 
  • Behavior that disrupts and interferes with the orderly function of the CRN or disturbs, harasses, or distresses other users or staff will not be tolerated. Aggressive, threatening, abusive, discriminatory or harassing language or conduct of any kind is not permitted.
  • Members are to be courteous to presenters and others during CRN meetings, networking events and social gathers.
  • Members shall refrain from engaging on behalf of the CRN without specific permission from the CRN.
  • Members are responsible for the security of their private property during CRN meetings. The CRN is not liable for any items left unattended, lost or stolen.
  • Photography and recording are expressly prohibited at meetings by anyone in attendance.
  • As we engage in committee discussions, and in line with federal and state laws, we do not discuss or promote actions in the CRN that relate to pricing of services to customer agreements to reduce or increase prices or promote prohibited boycotts. If anyone feels that a discussion raises concerns about unified action related to pricing or other prohibited practices, you should immediately request that the meeting or discussion be suspended until you can seek guidance and legal advice.
  • Please be respectful of our sponsors. You may not host competing events without a CRN sponsorship. It is not appropriate to ask to bring non-registered employees or guests to hosted events.
  • The CRN spends considerable financial resources to host meetings for the membership.  It is not appropriate for those not registered for a CRN event to attend after meeting social gathers and schedule meetings with the CRN attendees to garner the benefits of exposure to the membership without purchasing a pass to attend the CRN Meeting. We ask that our members respect these rules and do not accept meeting invitations from those who behave in such a manner.

Resources

  • The resources provided on the CRN Resources page are for the express use of CRN Members only and are not intended for public distribution. Forwarding of any CRN communication without permission will result in immediate expulsion.
  • Power Points uploaded to the CRN site are intended as a membership benefit.  Duplication, distribution or plagiarizing of this intellectual property is not permitted.

CRN Email Forum Policies

  • Members are encouraged to engage in lively discussion. Threatening, abusive, discriminatory or harassing language or conduct of any kind is not allowed and is cause for immediate expulsion from the forum and potential revocation of membership.
  • Email content distributed through the CRN Email Forum are for the express use of CRN Members only and are not intended for public distribution. The CRN Email Forum is designed to allow for open and private discussion between members in an “off the record” format.  Forwarding of CRN Email Forum content is not permitted and is grounds for membership revocation.
  • CRN members may send a message to Joan Trice, jtrice@allterragroup.com and ask for an anonymous post. Please do not overuse this privilege.
  • Using the CRN Email Forum for the purpose of advertising is strictly prohibited. For job postings or advertising please contact Appraisal Buzz for details.
  • Posts to the CRN Email Forum should be content that is directed to the majority of the membership.  In an effort to keep content relevant, we ask that private conversations be restricted.  If your comment is not intended to benefit the group, you should take the conversation off the forum by contacting members directly.

CRN Sponsorship Benefits

  • Attendee lists are provided to CRN sponsors as a benefit to promote their ability to connect with attendees in a meaningful way before, during and after the CRN meeting. Sponsors, nor any other person, in possession of a CRN attendee list are not permitted to share this list with anyone other than CRN Sponsor company representatives.  Inappropriate distribution of a CRN attendee list is cause for membership revocation.

Committee Policy

  • As we engage in committee discussions, and in line with federal and state laws, we do not discuss or promote actions in the CRN that relate to pricing of services to customer agreements to reduce or increase prices or promote prohibited boycotts. If anyone feels that in a meeting the discussion raises concerns about unified action related to pricing or other prohibited practices, you should immediately request that the meeting suspend addressing that topic until you can seek guidance and legal advice.
  • CRN members can apply to serve on one or more committees. Eligibility to serve on all CRN committees shall be contingent upon maintaining a current CRN Membership.  Members, who intend to serve on a committee, agree to attend a minimum of three of the four CRN annual meetings.

Breach of the code

  • Failure to comply with the code may be grounds for revocation of meeting passes, temporary withdrawal or in serious cases, termination of membership.

Appeals

  • Appeals against decisions made regarding breaches of this code should be made in writing to the founder of the Collateral Risk Network, Joan Trice (jtrice@collateralrisk.org).

 

Coupon Code Discounts and Policy
Any Allterra Group, Valuation Expo or CRN offer is only good for the type of pass in which they were intended and cannot be used in conjunction with any other deal or promotion.

Event Dress Code Policy
The event dress code for the conference is business casual. This includes suit and tie or khaki pants and golf shirt. Conference session rooms are kept cool at 67 degrees Fahrenheit. Please plan accordingly.

Badge Policy
Badges must be worn at all times. $20.00 fee for replacement badges. You may not share a badge with anyone else. Badges given to non-registered attendees for the purpose of entrance could result in both people being asked to leave.

On-Site Registration Fee Policy
A $100.00 fee will be assessed to those who have not pre-registered online and/or those who have not paid prior to attending. In an effort to serve you better we desire that you register and process payment through our website. It allows us to process those that have pre-registered much faster. No one likes to wait in line! No cash and no checks.

Code of Conduct
We endeavor to provide a congenial, hospitable and welcoming environment where collateral risk professionals, both nationally and internationally, can meet to exchange ideas and information. In order for us to maintain this unique environment, we expect our attendees, visitors and guests will comply with this set of guidelines.

Attendees, visitors and guests are required to comply with this code of conduct designed to provide an appropriate atmosphere for discussion, to ensure the effective operation of meetings and the security and safety of attendees and the resources which it supports.

  • Failure to comply may result in the temporary or permanent revocation of event pass.
  • In this code of conduct, the term "attendee" also includes speakers, visitors and guests unless otherwise specified.

General Conduct

  • Behavior that disrupts and interferes with the orderly function of the meeting/event or disturbs, harasses, or distresses other users or staff will not be tolerated. Aggressive, threatening, abusive, discriminatory or harassing language or conduct of any kind is not permitted.
  • Attendees are to be courteous to presenters and others during meetings, networking events and social gathers.
  • Attendees shall refrain from engaging on behalf of the Allterra Group without specific permission from the Allterra Group.
  • Attendees are responsible for the security of their private property during meetings/events. Allterra Group is not liable for any items left unattended, lost or stolen.
  • As we engage in discussions, and in line with federal and state laws, we do not discuss or promote actions that relate to pricing of services to customer agreements to reduce or increase prices or promote prohibited boycotts. If anyone feels that a discussion raises concerns about unified action related to pricing or other prohibited practices, you should immediately request that the meeting or discussion be suspended until you can seek guidance and legal advice.
  • Please be respectful of our sponsors. You may not host events without being a sponsor and permission from Allterra Group. It is not appropriate to ask to bring non-registered employees or guests to hosted events.
  • Allterra Group spends considerable financial resources to host meetings. It is not appropriate for those not registered for a meeting/event to attend after meeting social gathers and schedule meetings with the meeting/event attendees to garner the benefits of exposure without purchasing a pass to attend the meeting/event. We ask that our attendees respect these rules and do not accept meeting invitations from those who behave in such a manner.

Resources

  • The resources provided by Allterra Group are for the express use of attendees only and are not intended for public distribution. Forwarding of any communication without permission will result in immediate expulsion.
  • Power Points provided to attendees are intended as a benefit of attendance. Duplication, distribution or plagiarizing of this intellectual property is not permitted.

Sponsorship Benefits

  • Attendee lists are provided to sponsors as a benefit to promote their ability to connect with attendees in a meaningful way before, during and after the meeting. Sponsors, nor any other person, in possession of an attendee list are not permitted to share this list with anyone other than the Sponsor company representatives. 

Breach of the code

  • Failure to comply with the code may be grounds for revocation of meeting passes.

Appeals

  • Appeals against decisions made regarding breaches of this code should be made in writing to the founder of Allterra Group, Joan Trice (jtrice@allterragroup.com).

Coupon Code Discounts and Policy
Any Allterra Group, Valuation Expo or CRN offer is only good for the type of pass in which they were intended and cannot be used in conjunction with any other deal or promotion.

Event Dress Code Policy
The event dress code for the conference is business casual. This includes suit and tie or khaki pants and golf shirt. Conference session rooms are kept cool at 67 degrees Fahrenheit. Please plan accordingly.

Badge Policy
Badges must be worn at all times. $20.00 fee for replacement badges. You may not share a badge with anyone else. Badges given to non-registered attendees for the purpose of entrance could result in both people being asked to leave.

On-Site Registration Fee Policy
A $100.00 fee will be assessed to those who have not pre-registered online and/or those who have not paid prior to attending. In an effort to serve you better we desire that you register and process payment through our website. It allows us to process those that have pre-registered much faster. No one likes to wait in line! No cash and no checks.

Code of Conduct
We endeavor to provide a congenial, hospitable and welcoming environment where collateral risk professionals, both nationally and internationally, can meet to exchange ideas and information. In order for us to maintain this unique environment, we expect our attendees, visitors and guests will comply with this set of guidelines.

Attendees, visitors and guests are required to comply with this code of conduct designed to provide an appropriate atmosphere for discussion, to ensure the effective operation of meetings and the security and safety of attendees and the resources which it supports.

  • Failure to comply may result in the temporary or permanent revocation of event pass.
  • In this code of conduct, the term "attendee" also includes speakers, visitors and guests unless otherwise specified.

General Conduct

  • Behavior that disrupts and interferes with the orderly function of the meeting/event or disturbs, harasses, or distresses other users or staff will not be tolerated. Aggressive, threatening, abusive, discriminatory or harassing language or conduct of any kind is not permitted.
  • Attendees are to be courteous to presenters and others during meetings, networking events and social gathers.
  • Attendees shall refrain from engaging on behalf of the Allterra Group without specific permission from the Allterra Group.
  • Attendees are responsible for the security of their private property during meetings/events. Allterra Group is not liable for any items left unattended, lost or stolen.
  • As we engage in discussions, and in line with federal and state laws, we do not discuss or promote actions that relate to pricing of services to customer agreements to reduce or increase prices or promote prohibited boycotts. If anyone feels that a discussion raises concerns about unified action related to pricing or other prohibited practices, you should immediately request that the meeting or discussion be suspended until you can seek guidance and legal advice.
  • Please be respectful of our sponsors. You may not host events without being a sponsor and permission from Allterra Group. It is not appropriate to ask to bring non-registered employees or guests to hosted events.
  • Allterra Group spends considerable financial resources to host meetings. It is not appropriate for those not registered for a meeting/event to attend after meeting social gathers and schedule meetings with the meeting/event attendees to garner the benefits of exposure without purchasing a pass to attend the meeting/event. We ask that our attendees respect these rules and do not accept meeting invitations from those who behave in such a manner.

Resources

  • The resources provided by Allterra Group are for the express use of attendees only and are not intended for public distribution. Forwarding of any communication without permission will result in immediate expulsion.
  • Power Points provided to attendees are intended as a benefit of attendance. Duplication, distribution or plagiarizing of this intellectual property is not permitted.

Sponsorship Benefits

  • Attendee lists are provided to sponsors as a benefit to promote their ability to connect with attendees in a meaningful way before, during and after the meeting. Sponsors, nor any other person, in possession of an attendee list are not permitted to share this list with anyone other than the Sponsor company representatives. 

Breach of the code

  • Failure to comply with the code may be grounds for revocation of meeting passes.

Appeals

  • Appeals against decisions made regarding breaches of this code should be made in writing to the founder of Allterra Group, Joan Trice (jtrice@allterragroup.com).

Full Fee Registration
A $75 fee will be assessed to process any changes or refunds to the registrations. Refunds must be requested by email 30 days prior to the event to karen@collateralrisk.org. No refunds will be processed after 30 days prior to the event for any reason. The CRN no longer allows credits to future event. NO EXCEPTIONS.

In the event Allterra Group, LLC is compelled to cancel this event due to an unforeseen event such as an act of God, economic catastrophe or pandemic; this conference will be rescheduled and possibly relocated to another city. Allterra Group, LLC will provide attendees with a complimentary pass of equal value to a future in-person event within two years of the cancellation. Allterra will make every effort to minimize the inconvenience to our attendees. Exhibitor/Sponsorship fees will not be refunded regardless of notice.

Important Notice RE: Covid-19
Please note any interaction with the general public poses an elevated risk of being exposed to COVID-19 and we cannot guarantee that you will not be exposed while traveling to or attending this event. Allterra Group, LLC endeavors to adhere to federal and state health and safety standards for this event. We encourage you to follow the organizer’s safety policies, as well as laws and restrictions. We encourage attendees to wear a mask if they have not been vaccinated or feel they are at risk.

Transfer Policy: You may transfer your conference registration to another individual for the same event you are registered for by notifying us in writing at karen@collateralrisk.org. All substitution requests will be processed within two business days. Attendee substitutions is not possible within two weeks of the start of the event.

If you register prior to Allterra Group, LLC having obtained CE approval for your state and CE approval is not obtained, we guarantee a 100% refund of your registration fee. And, in the event approval is for less than 7 hours each day, we will notify you and give you the option of a refund.

If you are licensed in a state where Allterra has not applied, you may submit directly to your state for credit. Allterra will assist you with any documentation that you need. 

Note: This disclaimer is for all events. No Audio or Video Recording of the continuing education program is permitted. Collateral Risk Network, Inc. (CRN) meetings are not submitted for CE approvals.