2011 UTA Speaker lineup

Phillip M. Adleson

Ronald D. Roup

Randy Newman

Marsha Townsend

Michael R. Brooks

Jeffrey J. Todd

Deborah Kaufman

David Brooks

T. Robert Finlay

Michelle Mierzwa

Michael Belote

Eileen Newhall

Robin Prema Wright

Scott Sibley

Holly Chisa

David E. Fennell

Drew Hagedorn

Joyce Copeland

Mark S. Blackman

Patric J. Kelly

Benjamin R. Levinson

Lee Raphael

Cathe Cole-Sherburne

Felita Kealing

Linda Kidder

Richard Witken

Kent E. Cammack

Edgar C. Smith

Kathy Shakibi

Spencer Scheer

Kayo Manson-Tompkins

Rex C. Anderson

Jim DeLoach

Stuart T. Matheson

Martin T. McGuinn

Brandie Peeples

Jane Myrick

Gary Wisham

Roger L. Efremsky



Peter W. Bowie

Scott C. Clarkson

Jonathan D. Jaffe

Catherine M. Brown

Bruce T. Beesley

Jonathan M. Zak

Phillip M. Adleson, Esq.
Senior Shareholder, Adleson, Hess & Kelly

Mr. Adleson has been a real estate attorney since 1976 and is a licensed California real estate broker. He is the senior shareholder in the law firm of Adleson, Hess & Kelly, a Professional Corporation. He graduated with a Juris Doctor, Cum Laude, from University of Santa Clara School of Law, 1976. Mr. Adleson and his firm are rated “AV” (the highest rating available for both legal ability and ethics) by Martindale-Hubbell, Inc., the oldest and most respected attorney information publication in the country. He has been repeatedly listed in Northern California Super Lawyers magazine in the area of real estate, a designation conferred upon him by San Francisco magazine and by nomination of his peers.

Mr. Adleson is corporate counsel for both the California Mortgage Association (“CMA”) and for the United Trustee’s Association (“UTA”; a multi-state association for the default services industry). Mr. Adleson is a past President and Legislative Chairman for UTA’s predecessor, the California Trustees Association ("CTA") and currently he serves as a director of UTA. Mr. Adleson has represented numerous lenders, trustees, purchasers, sellers, title companies and others in trials, arbitrations, DRE licensee administrative hearings, appeals, amicus curiae briefs, class actions, unfair business practices action and in many other areas involving real estate, lending and foreclosure. Mr. Adleson is a past instructor of real estate and foreclosure classes at DeAnza Community College and San Jose State University and has taught numerous DRE and CLE approved continuing education classes throughout the world. He has also presented legal update programs and seminars for UTA, CMA, the National Business Institute, and bar associations and has been a speaker for CMBA, REOMAC, the California District Attorney’s Associations as well as for numerous other groups. Mr. Adleson is a former attorney for the California Court of Appeal and has testified before the judiciary committees of both the California Assembly and California Senate, in addition to drafting proposed legislation that has ultimately become law in California. He has frequently been retained as a consultant or expert witness in lending, foreclosure and other real estate matters. Mr. Adleson can be reached via telephone (408/341-0234) or via email at padleson@ahk-law.com. [top]

Ronald D. Roup, Esq.
Principal, Roup & Associates

Ronald D. Roup has been a member of the California State Bar since 1980 and is the principal of Roup & Associates located in Lake Forest, California. For over twenty five years, his practice has emphasized a full spectrum of legal services for loss mitigation and asset management for secured creditors and title companies, including judicial and nonjudicial foreclosure services, and legal representation for loan default work-outs, bankruptcy, eviction, title matters, and lender defense.

Mr. Roup has been involved in two published bankruptcy decisions affecting secured creditors rights, In re Ellis, 60 B.R.432 (9th Cir B.A.P. 1985) and In re Teresi, 134 B.R. 392 (E.D. Cal. 1991), and the published foreclosure decision affecting title after a foreclosure sale was deemed void, Dimock v. Emerald Properties LLC, et al, 81 Cal. App. 4th 868 (2000). He has been on the Board of Directors of the United Trustees Association since 2005 and has served as the Legislative Chairperson of that organization since 2005 until present. Previously, Mr. Roup was the President of the Orange County Chapter of the California Trustees Association. Mr. Roup is also a member of the Orange County Bar Association Real Property section as well as the Orange County Bankruptcy Forum.

Ron has been a speaker for the United Trustees Association’s annual education conference, the Arizona Trustee Association annual conference, and the National Business Institute seminars on California Foreclosure and Related Bankruptcy and Title Issues. Ron can be reached via telephone at (949/472-2377 ext. 206) or via email at ron@rouplaw.com.
Randy Newman, Esq.
Principal, Total Lender Solutions

Randy Newman is one of the principals of Total Lender Solutions. Licensed as an attorney in New York since 1989 and New Jersey since 1994, Randy has personally represented hundreds of buyers, sellers, owners, and lenders in connection with the sale, purchase, finance, lease, and foreclosure of residential and commercial real property throughout the United States. Randy holds a BBA in Accounting and is licensed as a real estate broker in California. Randy is certified by the United Trustees Association as a Trustee Sale Officer, Level II California. Randy has previously been an adjunct assistant professor of business law and currently teaches Real Estate Principles to aspiring new real estate licensees and trains new real estate agents on contracts and real estate transactions in California. He can be reached at rnewman@totallendersolutions.com. [top]
Marsha Townsend
Chief Financial Officer, Mortgage Lender Services, Inc. & Sunrise Assessment Services

Marsha Townsend is Chief Financial Officer of Mortgage Lender Services, Inc. and its subsidiary, Sunrise Assessment Services located in Folsom, CA. Mortgage Lender Services specializes in national default servicing, pertaining to foreclosure, bankruptcy, loss mitigation, including mixed collateral, agricultural and residential properties. Sunrise handles homeowner assessment collections in California. Marsha has been an active member of the United Trustees Association, serving as Chief Financial Officer from 2007-2008. She also served as the Chief Financial Officer for the Capital Region Chapter of the California Trustees Association from 1986-2004. Ms. Townsend can be reached at mtownsend@mtglenderservices.com. [top]
Michael R. Brooks, Esq.

Michael R. Brooks graduated from the University of Southern California Law Center in 1993 where he externed for the Honorable John E. Ryan, United States Bankruptcy Court, Central District of California. In 1990, Mr. Brooks received a B.A., cum laude in Economics from California State University, Long Beach.

After graduation from law school, Mr. Brooks began representing creditors in California. Mr. Brooks' practice over the years focused on creditor’s rights and covers a broad range of matters from complex litigation and bankruptcy related matters. Mr. Brooks has been licensed in California since 1993. After obtaining his Nevada law license in 2000, Mr. Brooks and his family moved to Las Vegas, Nevada in 2002. While living in Nevada, Mr. Brooks continued to maintain a California presence during these years. Mr. Brooks is very active in the mortgage servicing industry and is a member of the Board of Directors for the United Trustees Association (UTA).

Mr. Brooks is the Nevada foreclosure certification instructor for the UTA. Further, Mr. Brooks is a frequent speaker at industry conferences and events including the California Mortgage Bankers Association and has been a guest instructor for Lorimar Education. Mr. Brooks can be reached via email at MBrooks@brooksbauer.com.
Jeffrey J. Todd, Esq.
Associate Attorney, Brook Bauer, LLP.

Jeffrey J. Todd is an associate attorney with Brooks Bauer LLP. He practices in the areas of civil litigation, criminal law, and bankruptcy.

Mr. Todd attended the University of California, Santa Barbara, where he received a Bachelor of Arts in Law & Society and Global Studies. He also played on the men's basketball team and competed in the NCAA Tournament. Mr. Todd received his Juris Doctorate from the William S. Boyd School of Law at the University of Nevada, Las Vegas. Following law school, he served as a judicial law clerk to the Honorable Kathy Hardcastle, then Chief Judge of the Eighth (8th) Judicial District Court of Nevada.

Mr. Todd is admitted to practice in the State of Nevada and in the U.S. District of Nevada. He can be reached at jtodd@brooksbauer.com.
Deborah Kaufman
Vice President Operations, Regional Trustee Services

Debora Kaufman is the Vice President Operations at Regional Trustee Services. Deborah began her career at Regional Trustee Services in 1990. Along with overseeing operations in the Foreclosure and Reconveyance divisions, she handles complex commercial and high liability files in all eight states where she utilizes her 25 years of experience in the legal, title insurance and real estate industries. Deborah also uses her paralegal training to keep RTSC current on regulatory and compliance issues in the industry. She can be reached at dkaufman@rtrustee.com. [top]
David Brooks, Esq
Assistant General Counsel, Bank of America

David Brooks is an Assistant General Counsel of Bank of America and is a member of the litigation department. David manages the defense of financial services litigation and class actions. He previously served as Senior Vice President and Assistant General Counsel for Countrywide Financial Corporation, where he managed mortgage litigation and also functioned as a front-line litigator. David joined Countrywide in 2003 from Nemecek & Cole, where he specialized in commercial litigation. He received his Bachelor’s degree in History from the University of California, San Diego, and his J.D. from Southwestern University School of Law. David is a member of the California State Bar. He can be reached at david.brooks@bankofamerica.com. [top]
T. Robert Finlay, Esq.
Co-Founder, Wright, Finlay & Zak

Robert Finlay graduated from the University of Southern California School of Law in 1993. His entire legal career has been in the mortgage industry, starting with handling post-foreclosure evictions and related bankruptcy matters for the California office of LOGS, Shapiro & Miles. Robert later moved to the civil litigation area, graduating to Litigation Partner with Miles, Wright, Finlay & Zak in 1998. In late 2001, he co-founded Wright, Finlay & Zak, specializing in representing lenders, loan servicers, foreclosure trustees and title companies in all aspects of real estate and mortgage-related litigation. Wright, Finlay & Zak is a proud member of the UTA and was recently selected by Fannie Mae to be a member of its newly organized Retained Attorney Network. He can be reached at 949-477-5050 or rfinlay@wrightlegal.net. [top]
Michelle Mierzwa, Esq.
Corporate Counsel, Cal-Western Reconveyance Corporation

Michelle Mierzwa has been a real estate attorney since 1998, specializing in the representation of lenders, servicers, investors and foreclosure trustees in the full spectrum of their default servicing needs. Ms. Mierzwa is currently Corporate Counsel for Cal-Western Reconveyance Corporation, a Prommis Solutions company, responsible for litigation management and statutory compliance in the ten Western states of Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Texas, Utah and Washington.

As a litigation attorney, Ms. Mierzwa focused her practice on pursuit and defense of default-related litigation, including alternative dispute resolution, dispositive motions, bench and jury trials, and related appeals. Appearing pro hac vice in Arizona, Ms. Mierzwa successfully defended the lender's motion for summary judgment on appeal relating to the interaction of federal bankruptcy law and the lender's state law non-judicial foreclosure rights in the reported case of Kelly v. NationsBanc Mortgage Corporation (2001) 199 Ariz. 284. Prior to law school, Ms. Mierzwa worked in loan origination for several years, including loan processing and government insuring for two national lenders.

Ms. Mierzwa is an active member of the United Trustees Association and the California Mortgage Bankers Association, serving on their Legislative Committees. She is also active in the American Legal and Financial Network, participating in its Foreclosure Mediation Taskforce. She can be reached at Michelle.Mierzwa@cwrc.com.
Michael Belote, Esq.
UTA's California lobbyist

Michael Belote is UTA's California lobbyist. He has over twenty-six years experience in representing a variety of clients before the Legislature and state regulators. Before joining California Advocates, Mike worked as a legislative advocate for the California Society of Certified Public Accountants followed by the California Association of Realtors. He has also served as Vice President and Legislative Counsel for the California Land Title Association. In the latter capacities, he gained valuable knowledge in land use and development issues.

Mike's activities in the legislative process have spanned a broad array of issues, including financial services, real estate, health care, the judiciary, and local government. He has been involved in such diverse endeavors as creating new occupational licensing laws, fostering economic development, shaping state tax policy and influencing the budget process.

Mike is a graduate of the University of California at Berkeley and the McGeorge School of Law. He is admitted to practice before the state and federal courts in California. He can be reached via email at mbelote@caladvocates.com. [top]
Eileen Newhall
Staff Director, Senate Banking, Finance & Insurance Committee

Eileen Newhall serves as Staff Director to the Senate Banking, Finance & Insurance Committee. In that role, she analyzes and drafts mortgage and other financial services legislation, staffs legislation for the Chair of the committee, plans and directs informational hearings, and responds to questions from legislators, members of the public, and the press about matters before the Committee. Working closely with the current and past-chairs of her Committee, Eileen has taken a leading role in advising the Legislature on mortgage-related legislation, and has staffed or significantly influenced over a dozen chaptered mortgage bills since 2007. Before joining the Senate Banking Committee in March 2005, Eileen served as a principal consultant with the Assembly Revenue and Taxation Committee. She has also worked as a revenue analyst at the California Department of Finance and a research associate at the Public Policy Institute of California. Eileen has a bachelor's degree from Brown University and a master's degree from the University of Hawaii. [top]
Robin Prema Wright
Partner, Wright Finlay & Zak

Admitted to Bar: State of California, 1990; State of Nevada, 2005; U.S. District Court, Southern, Eastern and Central Districts of California.

Education: University of Southern California (B.S., 1985); Western State University College of Law (J.D., cum laude, 1990); Phi Delta Phi, Western State Law Review.

Member: Ms. Wright serves on the CMBA Loan Servicing Committee, Orange County Bar Association, California Trustee Association, Real Estate Licensed.

Practice Areas: Litigation and representation involving mortgage banking, loan servicing, general business and real estate matters, and bankruptcy and eviction.
Scott Sibley
Publisher, Nevada Legal News

Scott Sibley is the Publisher of Nevada Legal News. He joined the company in 1993 as a pressman and continued with the company, becoming Publisher in 1997. His strong real estate background, involvement with sales at the County Courthouse, and experience as a licensed process server, has made him one of the foremost experts on nonjudicial foreclosure law in Nevada.

Scott is a graduate of UNLV with a Real Estate Finance Degree. He is also a licensed process server and a licensed real estate broker. He is a former Nevada State Assemblyman where he was instrumental in drafting foreclosure legislation. Scott resides in Henderson, Nevada with his wife, Stephanie, and three sons. Scott can be contacted via email at ssibley@nevadalegalnews.com or via telephone at 702/353-3397.

Holly Chisa
Owner, HPC Advocacy, LLC

Holly Chisa is UTA's Washington lobbyist. She is a contract lobbyist, and owner of HPC Advocacy, LLC in Washington State. A partner of Tower Ltd., she and Brad Tower work together to advocate on behalf of several corporate clients and business associations in the Washington State Legislature. She has over 15 years of political experience, including campaign work and individual work as staff with Members of the Washington Legislature and the U.S. Congress. Ms. Chisa can be contacted via HollyChisa@hpcadvocacy.com. [top]
David E. Fennell, Esq.
Managing Attorney, Routh Crabtree Olsen, P.S. & Vice President, Northwest Trustee Services, Inc.

Admitted to bar, 1984, Oregon; 1985, Washington. Education: Lewis and Clark College (B.S., 1980); Marshall-Wythe School of Law of the College of William and Mary (J.D., 1984). Phi Kappa Phi; Delta Mu Delta. Former Fellow and Regent, American College of Mortgage Attorneys. David Fennell, formerly a partner in the West Coast regional law firm of Preston Gates & Ellis, established the Bellevue office of Routh Crabtree Fennell (now Routh Crabtree Olsen, P.S.) on September 1, 1995, as its managing attorney. Mr. Fennell focuses his practice in the areas of residential and commercial foreclosures, document preparation and review, title packages, reconveyances, workouts, collections and regulatory compliance. He is also Vice President of Northwest Trustee Services, Inc., the largest provider of nonjudicial foreclosure services in Washington, Oregon and Idaho. Mr. Fennell can be reached via email at dfennell@rcolegal.com[top]
Drew Hagedorn, Esq.
Of Counsel Attorney, Tonkon Torp's Government Relations and Public Policy Practice Group

Drew Hagedorn is UTA's Oregon lobbyist. He is an Of Counsel attorney in Tonkon Torp's Government Relations and Public Policy Practice Group.

Drew focuses his practice on the representation of clients before the Oregon legislature, state agencies and local governments. He has represented a diverse client portfolio ranging from health care entities to telecommunications, commercial construction, natural resources and other general business interests.

Drew is an experienced state government lobbyist formerly associated with the lobbying and public relations firm of Conkling Fiskum & McCormick, where he built a state and local government affairs practice serving both public and private sector clients including nonprofits and industry associations. Prior to joining CFM, Drew served as legal and policy advisor to the Oregon Senate Majority Office and Senate President's Office. He also worked for U.S. Sen. Mark O. Hatfield in Washington, D.C. He can be reached at drew.hagedorn@tonkin.com.
Stuart T. Matheson, Esq.
Co-Founder and President, Matheson, Mortensen, Olsen & Jeppson

Stuart Matheson is a co-founder and current president of the law firm of Matheson, Mortensen, Olsen & Jeppson, where he practices in the areas of lender representation, creditors' rights and real property law. He earned his B.A. degree from the University of Utah (History) and his J.D. degree from Brigham Young University, J. Reuben Clark Law School, charter class. Mr. Matheson has served as trustee and officer on various non-profit boards, organizations, and committees, including the New Lawyer Continuing Legal Education Committee for the Utah State Bar, of which he has been a member since 1976. He has published nationally, and is a frequent presenter at CLE seminars related to real property, foreclosure, creditors' rights and bankruptcy. Representative clients include several of the nation's largest lenders as well as regional and local financial institutions. Mr. Matheson can be emailed at matheson@mmojlaw.com. [top]
Mark S. Blackman, Esq.
Attorney, Alpert & Barr

Mark S. Blackman is an experienced business and real estate litigator. He represents clients in judicial foreclosures, title and escrow company disputes, creditors' rights in bankruptcy and in manufactured housing and mobile home transactions and litigation.

Mr. Blackman is a former president of the San Fernando Valley Bar Association. He has served as the chair for the Bars annual Law Day programs, which provides free legal services to members of the community. Mr. Blackman is a board member for the California Trustees Association and has served as a member of the Loyola Law School Board of Governors. Mr. Blackman also serves as a member of the Formation Committee for the Woodland Hills-Warner Center area's soon City wide Neighborhood Council.

Before joining Alpert & Barr 12 years ago, Mr. Blackman was an attorney with another San Fernando Valley law firm where he handled all aspects of business and real estate litigation including case intake and review, and preparation of complaints, answers, demurrers, motions for summary judgments/summary adjudication and other discovery.

Mr. Blackman received his Bachelor of Arts in Political Science from the University of California at Los Angeles and his Juris Doctor from Loyola University School of Law in 1985. He is licensed to practice in California and before the United States District Courts for the Central, Southern and Eastern Districts of California.

Mr. Blackman enjoys football and basketball, theater and music. He is married and lives in Woodland Hills, California. He can be reached at via email at mblackman@alpertbarr.com. [top]
Patric J. Kelly, Esq.
Senior Attorney, Adleson, Hess & Kelly, A.P.C.

Mr. Kelly has been a practicing attorney for 32 years, focusing on the fields of bankruptcy and real estate since 1976.  A summa cum laude graduate of Santa Clara University School of Law, he is a founding member of, senior attorney in and shareholder of the law firm of Adleson, Hess & Kelly, A.P.C.  Since 1982, Mr. Kelly has been a speaker at numerous industry seminars, focusing on the subjects of bankruptcy and foreclosure law and related legislation.

He is the author of numerous articles and books relating to the fields of real estate, bankruptcy and foreclosure.  He recently successfully litigated a multi-million dollar case in bankruptcy court entitled In re Cecconi (2007) 2007 Bankr. LEXIS 1323. He has successfully prosecuted or defended numerous appellate cases.  He co-authored the successful amicus brief filed on behalf of the California Trustee’s Association in the landmark case of I.E. Associates v. Safeco (1985) 39 Cal.3d 281 and authored the successful amicus brief in the United States Supreme Court case of BFP v. Resolution Trust Corporation, 511 U.S. 531 (1994).  Other key and landmark appellate cases for which Mr. Kelly has been engaged and won include Ung v. Koehler (2005) 135 Cal. App. 4th 186; Nguyen v. Calhoun (2003); Prudential Home Mortgage v. Superior Court (1998) 66 Cal.App.4th 1236); Abdallah v. United Savings Bank (1996) 43 Cal.App.4th 1101; Apte v. Japra (In re Apte) 96 F.3d 1319 (9th Cir. 1996); Lindsay v. Beneficial Reinsurance Company 59 F.3d 942 (1995) (amicus brief author); City of Cupertino v. Perry; (1988) (unpub); Katz v Peelle Financial (1987) (unpub).

A licensed real estate and mortgage broker since 1979, Mr. Kelly has been an instructor in real estate at San Jose State University and De Anza Community College.  Mr. Kelly’s practice focuses on representation of real property secured creditors in bankruptcy proceedings, real property secured creditors in civil court proceedings, and parties involved in complex real estate and business transactions.  Happily married since 1970 with three grown children, he has coached and played softball since 1988 and enjoys the occasional round of golf.  Mr. Kelly can be reached via email at pjkelly@ahk-law.com. [top]
Benjamin R. Levinson, Esq.

Benjamin R. Levinson has been representing lenders and foreclosure trustees in all Bankruptcy Courts and State Courts in California since 1985. His practice emphasizes creditor bankruptcy representation, lender and receiver representation in state court receivership actions, lender representation in judicial foreclosures and post-foreclosure evictions, and defending lenders, trustees, and third party purchasers in foreclosure-related litigation.

Mr. Levinson is a member of the State Bar of California, the Santa Clara County Bar Association, the American Bankruptcy Institute, the Bay Area Bankruptcy Forum, the San Jose chapter of American Inns of Court solely dedicated to bankruptcy reorganization practice, the California Mortgage Association and the United Trustees Association.

Mr. Levinson has been a seminar speaker for the California Mortgage Association, the California Trustees Association and its successor organization, the United Trustees Association on various bankruptcy topics and foreclosure topics over the last twenty years. In 2005, he authored an article entitled, "BANKRUPTCY ABUSE PREVENTION AND CONSUMER PROTECTION ACT OF 2005--WHAT DOES IT MEAN AND HOW WILL IT AFFECT LENDERS AND LOAN SERVICERS?" for the quarterly newsletter of the California Mortgage Association.

Published appellate cases that Mr. Levinson has been counsel for the prevailing party include, Pacific Loan Management v. Superior Court, (1987) 196 Cal.App.3d 148; which specifically provided for the right of a foreclosure trustee to interplead surplus funds, and Melendrez v. D & I Investment, Inc., (2005) 127 Cal.App.4th 1238; which held that a bona fide purchaser for value at a trustee's sale could include those persons that regularly bid at such sales and which held that the conclusive presumptions of the Trustee's Deed given to BFP's only apply to the statutory procedures with respect to the default and sale notices and do not apply to other requirements of the foreclosure process.

Mr. Levinson received his Juris Doctorate from the University of Santa Clara in 1984 and his Bachelor of Arts in Law and Society from the University of California Santa Barbara in 1979. He is licensed to practice in the Northern, Eastern, Central, and Southern District Bankruptcy Courts in California and he has extensive experience handling bankruptcy matters in all of these Districts. Mr. Levinson can be reached via email at ben@benlevinsonlaw.com. [top]
Lee Raphael, Esq.
Managing Partner, Prober & Raphael

Lee Raphael is managing partner of Prober & Raphael. Mr. Raphael oversees the firm's bankruptcy practice. Mr. Raphael has extensive experience with bankruptcy, real estate and federal appellate matters.

Mr. Raphael's professional affiliations have included: the Mortgage Bankers Association, American Bar Association, Los Angeles County Bar Association, San Fernando Valley Bar Association, Los Angeles Bankruptcy Forum, United Trustees Association, Central District Consumer Bankruptcy Attorneys Association and the Association of Southern California Defense Counsel.

Mr. Raphael has been a panelist on bankruptcy lien strips for both the San Fernando Valley Bar Association and the Central District Consumer Bankruptcy Attorneys Association. He also served on the Central District of California Bankruptcy Forms Committee, has taught Real Property law for the Legal Education Conference Center and been a panelist on Central District of California Chapter 13 Local Rule changes for the San Fernando Valley Bar Association.

Mr. Raphael earned his bachelor's degree in Sociology from California State University Northridge and his Juris Doctor from Southwestern University School of Law where he also received the Dean's Scholar Designation. He was admitted to State Bar of California in 1995 and is also admitted to all California Federal District Courts as well as the Ninth Circuit Court of Appeals. Mr. Raphael can be reached via lraphael@pprlaw.net.
Cathe Cole-Sherburne
Vice President, Default, Trustee Corps

Cathe Cole-Sherburn serves as Vice President of Default for Trustee Corps. She is responsible for managing, strategic planning and development of the division.

Cole-Sherburn brings over 30 years of all aspects of real estate mortgage default experience to the company. Before joining Trustee Corps, Cathe was with the First American Trustee Servicing Solutions, where she was Senior Vice President. Prior to that, she was with the firm of Routh Crabtree Olsen/Northwest Trustee Services, where she was the Director of Operations and instrumental in setting up the AZ, CA, and HI offices and obtaining the Freddie Mac and Fannie Mae Counsel Designations. Prior to that, she was the Director of Operations for the Law Offices of Steven J. Melmet, Inc., for 14 years, and instrumental in obtaining in the Freddie Mac Designation.

Cathe can be seen as a Moderator and/or Panelist at various industry conferences.
Felita Kealing
Marketing & Sales

Felita is a Marketing and Sales Representative/Client Services Liaison for LPS Agency Sales & Posting. She has been with ASAP for 10 years and in this industry for 30. She has the knowledge and experience in this field. She is a member of the United Trustee's Association (UTA), formerly known as the California Trustee's Association, where she served two consecutive three-year terms on the board of directors with the Orange County Chapter and a two-year term with Los Angeles Chapter. She has worked on several industry committees and has been a guest speaker at many workshops and seminars. She currently serves on the Board of Directors and as Executive Secretary of the UTA. She is also the UTA 2008 Dorothy Schick Veteran Member of the Year Recipient. She can be reached at Felita.Kealing@lpsvcs.com. [top]
Linda Kidder
Sr. Vice President, T.D. Service Company

Linda Kidder started with T.D. Service Company in 1974 as a clerical assistant. In 1978, Ms. Kidder started processing nonjudicial foreclosures in the states of California and Nevada. In 1991, she was promoted to Training Director and was responsible for all staff training, in addition to, the establishment and implementation of company policies and procedure. In 1993, Ms. Kidder was promoted to Operations Supervisor in charge of management and supervision of foreclosure personnel processing nonjudicial foreclosures in the state of California, Nevada, Oregon and Washington, as well as, VA and FHA claims. In 1995, she was appointed to the office of the Vice President of the corporation and in 2009 was promoted to Sr. Vice President. During her years of services, Ms. Kidder has appeared as a witness in court appearances on unlawful detainer actions and litigation matters and previously supervised TD's national lien release division. Ms. Kidder is actively involved with the United Trustees Association (UTA). She has conducted seminars in Foreclosure 101 and Foreclosure Certification classes for the UTA and has participated in numerous USFN customer on-site seminars.

T.D. Service Company, founded in 1964, provides a variety of foreclosure and lien release services to the mortgage industry. Ms. Kidder can be reached at lkidder@tdsf.com.

Richard Witken, Esq.
Attorney, Witkin & Neal Inc.

Richard G. Witkin has been a member of the California State Bar since 1975. For the past 24 years, he has specialized solely in the area of real property secured transactions.

Mr. Witkin graduated Magna Cum Laude from Colorado State University and attended law school at the UCLA School of Law where he obtained his J.D. degree in 1975.

Mr. Witkin was formerly a litigation attorney with the Beverly Hills firm of Levinson, Rowen, Miller, Jacobs & Kabrins. Thereafter, he was a Staff Attorney, and then Director of, the UCLA Legal Aid Clinic from 1977 through 1987 and a member of the faculty of the UCLA School of Law from 1980 through 1987.

After leaving UCLA, Mr. Witkin served as Vice-President and General Counsel of Fidelity Trustee Service, an independent foreclosure trustee. At Fidelity, Mr. Witkin supervised over 5,000 non-judicial foreclosures of deeds of trust and assessment liens and conducted hundreds of foreclosure sales. His areas of expertise extend to complex fore-closure issues including mixed collateral, multiple collateral and deficiency judgments.

Mr. Witkin is currently a member of the United Trustee's Association and has attained the highest level of expert certification by the association. He is also a member of the Real Property Section of the California State Bar. He has lectured on foreclosure issues to various groups including the Beverly Hills Bar Association and the Association of Professional Mortgage Women.

A partial list of older lectures and published articles includes:

  • Enforcing Security Interests in Real and Personal Property in California;
  • Avoiding Impediments to Real Estate Foreclosures;
  • Negotiating the Foreclosure Maze;
  • Methods of Acquisition of Distressed Properties;
  • Everything You Wanted to Know About Foreclosures;
  • Recent Developments in Real Property Foreclosures;
  • Choosing Between Judicial and Non-Judicial Foreclosure;
  • Homeowners Association Options at Time of Foreclosure Sale;
  • Homeowners Association Options After a Senior "Wipe-Out".

Recent articles (2006 and later) and lectures, both published and unpublished, include:

  • The Right of Redemption After Non-Judicial Foreclosure of Assessment Liens (2006)
  • Summary of the New Pre-Lien Requirements Under the California Civil Code (2006)
  • Summary of Board Responsibilities Under the Revised Assessment Lien Laws (2006)
  • Limitations on Foreclosure Under the Newly Revised Assessment Lien Laws (2006)
  • Summary of "ADR" and "IDR" Laws Applicable to Assessment Lien Collections (2006)
  • Judicial vs. Non-Judicial Foreclosure in the Enforcement of Assessment Liens (2006)
  • The Effect of Priority on Enforcement of Assessment Liens (2006)
  • Association Options at Time of Foreclosure Sale (2006)
  • Collection of Association Fines in Small Claims Court (2006)
  • Association Options When Faced With a Senior "Wipe-Out" (2007)
  • Senior "Wipe-Outs" of HOA Delinquent Assessment Liens (2010)
  • HOA Delinquent Assessment Liens and Short Sales (2010, Reprinted 2011)
  • Collection of Delinquent Assessments and the FDCPA (Focus Magazine, Jan. 2010)
  • Homeowners Delinquent Assessment Liens and Short Sales (Focus Magazine, Jan. 2011)

  • Guest Lecturer, Loyola Law School – Real Property Secured Transactions – March, 2007
  • Featured Speaker - Beverly Hills Bar Assoc - Real Prop. Section – October 2007
  • Instructor – "Foreclosure 101" -Sponsored by United Trustee's Assoc. – February, 2009
  • Featured Speaker - Arab American Lawyers Association – April, 2009
  • Featured Speaker - Beverly Hills Bar Association - Real Property Section - April, 2009
  • Featured Speaker - Community Associations Institute (CAI) - June, 2010
  • Featured Speaker - Burbank Bar Association: "Recent Developments" - November, 2010
  • Speaker - Beverly Hills Bar Real Property Section: "Wrongful Foreclosure" March, 2011

Expert Witness - State and Federal Courts (numerous cases)

In addition to being a licensed attorney, Mr. Witkin is also a licensed California Real Estate Broker and a Notary Public.

Mr. Witkin currently advises the foreclosure trustee firms of Witkin & Eisinger, LLC in Burbank, California and Witkin & Neal, Inc. in Van Nuys, California.

Kent E. Cammack, Esq.
Gust Rosenfeld, P.L.C.

Mr. Cammack focuses on commercial disputes in both the state and federal courts, where he has extensive litigation and trial experience in the areas of commercial disputes, real estate, receiverships, lender liability, products liability, landlord/tenant and employment issues (including non competition agreements and sexual harassment). In addition to his trial experience, Mr. Cammack has an extensive background in the collection and "workouts" of secured and unsecured loans. He is a recognized authority on foreclosure law, including related topics of state court receiverships, collection of deficiencies, and workouts of defaulted real estate loans.

Mr. Cammack is one of the authors of Ins and Outs of Foreclosures, published by the State Bar of Arizona, and he is the author of numerous educational materials. He is a popular speaker at state and county bar seminars and private seminars on foreclosure law, lender liability, bad faith, title insurance and related topics. He has also drafted and testified regarding proposed legislation relating to mortgages, deeds of trust, and lien enforcement.
Edgar C. Smith, Esq.
Attorney, Law Offices of Edgar C. Smith

Ed Smith is an attorney in solo practice in Las Vegas, Nevada. He obtained his J.D. in 1986 from Southwestern University in Los Angeles and was admitted to the California bar in 1986 and the Nevada bar in 1996. Ed has served as claims counsel for more than ten years for national title companies, including First American Title Insurance Company and Stewart Title Company and has represented national lenders, escrow officers, and foreclosure sale trustees in state and federal courts in California and Nevada. He can be reached at ecs@nvrelaw.com [top]
Kathy Shakibi, Esq.
Attorney, Routh Crabtree Olsen, P.S.

Kathy Shakibi is an attorney with the law firm of Routh Crabtree Olsen, P.S. She graduated from Whittier Law School, cum laude. Kathy has practiced in the mortgage servicing industry exclusively since being admitted to practice in 2005. Kathy represents lenders, servicers, title insurers, and foreclosure trustees in a spectrum of mortgage, foreclosure, lender liability, title dispute and default related litigation. Kathy is an active member of United Trustees Association, and a regular contributor to UTA Quarterly. She can be reached at kshakibi@rcolegal.com. [top]
Kayo Manson-Tompkins, Esq.
Former Senior Associate, Dreyfuss, Ryan & Weifenbach, PLC

Kayo Manson-Tompkins was a former senior associate for over 15 years with the Santa Ana law firm of Dreyfuss, Ryan & Weifenbach, PLC, formerly known as Cameron & Dreyfuss, formerly known as Cameron, Dreyfuss & Wolf, a general real estate/business litigation firm. Ms. Manson-Tompkins earned her B.A. from California State University, Los Angeles, and her J.D. from Loyola Law School, Los Angeles. She has handled residential civil litigation, with particular emphasis on evictions (including complex litigation issues stemming from evictions), non-judicial foreclosures, deeds-in-lieu of foreclosure, and mobile home foreclosures. She also has substantial experience in dealing with complex issues concerning non-judicial foreclosures, in addition to bankruptcy matters affecting foreclosures and evictions. In addition, she has handled surplus distribution matters, including interpleaders, as well as surplus retrieval matters.

Kayo has been a speaker at T.D. Service Company seminars, and a speaker at United Trustees Association meetings. She has been a faculty speaker for the National Business Institute, Lorman Education Services and a regular panelist and lead facilitator for the USFN at its Regional and National Seminars. In addition, she has been a speaker at the 2002 and 2003 REOMAC Spring Conferences, and a guest speaker at an SCMBA luncheon.

Ms. Manson-Tompkins is a member of the State Bar of California, the Orange County Bar Association and REOMAC (REO Managers Association of California). In addition, she was past Chair of the REO/Evictions Committee of the USFN and created and developed the Eviction Timelines Matrix, with the contribution of its members, which was published in February 2002, and was on the sub-committee that created and developed the Manufactured Homes Desk Guide, State-by-State, with the contribution of its members, which was published in January 2004. She has written the following articles for the USFN Report: REO/Evictions Update – When is a Property Really Vacant? (May/June 1999); Regional Reports – HUD Bulletin Regarding LA Rent-Controlled Properties (July/August 2000); State-by-State Reports – California: Toxic Mold Legislation (January/February 2002); and REO/Evictions Feature Article – Impact of HUD Section 8 Program on Evictions (July/August 2002); Feature Article – Manufactured Homes – California, Understanding the Laws and Procedures (Summer 2003 edition); USFN NMSRD - Created a Manufactured Housing section for CA under Ch. 2 (statutes) (2003 Edition); USFN E-Update - Clarification of the 60-Day Notice Requirement (July 2003); USFN E-Update - Toxic Mold Legislation Update (March 2004); Feature Article – After the Trustee's Sale - Avoiding Delays (Non-Judicial States) in California (Summer 2004 edition).
Rex C. Anderson, Esq.
The Law Office of Rex C. Anderson

Rex C. Anderson is an AV-rated Arizona attorney whose clients include foreclosure trustees, mortgage loan servicers, and individual investors facing challenges with non-performing real estate loans.

For 17 years, his practice of law has helped lenders find acceptable and quick resolutions to problem loans, and comply with servicing requirements, investor guidelines, and changing laws. His clients benefit from his experience gained while handling over 11,000 Arizona foreclosures and over 9,500 consumer bankruptcy cases for clients that included several of the largest national loan servicers. He can be reached at rca@rcalaw-az.com.
Jim DeLoach, Esq.
Attorney, Butler & Hosch, P.A.

Jim DeLoach is an attorney with Butler & Hosch, P.A. Butler & Hosch is a preeminent provider of legal services to the mortgage banking industry and provides default services to its clients in 8 states. Jim is licensed to practice law in Texas and in Mississippi. His experience includes over 25 years in mortgage banking, including managing the default division of a major mortgage banking operation and managing the default operation of a major law firm. He is a member of the American Bar Association, Texas Bar Association, and the Mississippi Bar Association. He is a member of the Board of Directors of the United Trustees Association. Jim can be reached at jdeloach@butlerandhosch.com. [top]
Martin T. McGuinn, Esq.
Vice President, Kirby & McGuinn, APC

Martin McGuinn is a real estate and creditors' rights litigator who focuses his practice in the representation of lenders, loan servicers, receivers and trustees in complex bankruptcy, foreclosure and lender liability litigation, including class action suits.

Mr. McGuinn received a Juris Doctor degree from California Western School of Law in 1978, where he was elected to membership in Phi Delta Phi. He received a Bachelor of Arts degree from Northwestern University in 1975. He has written several amicus briefs on behalf of trade associations involving foreclosure and lenders rights. He has been repeatedly listed in San Diego Super Lawyers magazine in the area of real estate, a designation conferred upon him by nomination of his peers.

Mr. McGuinn is admitted to practice before the courts of California; the U.S. District Court for the Southern, Central, Eastern and Northern Districts of California; the U.S. District Court of Arizona; and the U.S. Court of Appeals for the Ninth Circuit. He is a member of the San Diego County Bar Association; State Bar of California Real Property Section; United Trustees Association f.k.a. California Trustees Association; Mortgage Bankers Association of America; American Bankruptcy Institute; California Mortgage Association; REO Managers Association; and the California Mortgage Bankers Association.

His professional activities include: Member, Bankruptcy Law Section, San Diego County Bar Association; Member, Board of Directors, 1989-2005, Amicus Brief Chair 1998 to present and State Legislative Chairman, 1989-1992, President, San Diego Chapter 2003-4, Chairperson Legal Resources Committee, United Trustees Association fka the California Trustees Association; Member, Legal Issues Committee, Mortgage Bankers Association; Member, Legal Resource Panel, California Mortgage Association; and Member, Loan Servicing Committee, California Mortgage Bankers Association.

Mr. McGuinn has authored many legal articles for real estate-related publications and is a frequent speaker throughout the United States on matters relating to creditors’ rights, including the February 2003 and 2005 Mortgage Bankers Association Loan Servicing Conference speaking on Avoiding Risk and Responding to a Crisis in the Servicing of Defaulted Real Estate Loans and New Product Lines:  Reverse Mortgages and Interest Only Loans. Mr. McGuinn co-authored for National Business Institute California Foreclosure and Repossession in 1995 and 1999.  He authored  the amicus brief filed on behalf of UTA and other trade organizations in Nguyen v Calhoun (2003) 105 Cal. App. 4th 706 and Bank of America vs. La Jolla Group (2005) 129 Cal. App. 4th 706 and Kachlon vs. Markowitz  (2008) 168 Cal. App. 4th 316.

Most recently, Mr. McGuinn has authored the following articles for the United Trustee’s Quarterly: If You Promise and the Borrower Relies Promissory Estoppel Applies (2010); Anolik vs. EMC Mortgage, Court Clarifies Language which Describes Breaches in the Notice of Default (2005); Using RESPA to Attack the Validity of Foreclosure Sales, the Saga of Wanger vs. EMC Mortgage (2003); “Avoiding Sanctions for Violation of the Automatic Stay While Defending or Prosecuting State Court Litigation” (2001); “Six Angels v. Stuart-Wright Mortgage, Inc. The End of Relief in Mistaken Bid Cases? (2001); “Holding the Lines of Defense in Foreclosure Litigation” (1998).  He can be reached via email at mmcguinn@kirbymac.com. [top]
Joyce Copeland
Director, Default Operations of NDeX West, LLC

Ms. Copeland has over 29 years of foreclosure experience which encompass trustee and servicer-related operations. She started her career in 1981 at Cutler Mortgage, where she implemented and created an in-house trustee to initiate and process foreclosures for private investors. In 1984, she moved to Superior Home Loans where she was a key member of the loan committee and managed the initiation and processing of foreclosures for private investors. In 1987, Ms. Copeland became one of the original employees and later Vice President of Standard Trust Deed Service Company and played a central role in growing the organization to a multi-state foreclosure trustee, along with the formation of a successful posting and publishing company (RSVP). In 2003, Ms. Copeland became the Foreclosure/Loss Mitigation Manager at Irwin Home Equity, a subsidiary of Irwin Union Bank & Trust, where she was responsible for loan collections along with the development and implementation of foreclosure procedures for a nation-wide portfolio of Alt –A loans.

Ms. Copeland is presently the Director of Default Operations of NDeX West, LLC, based in Addison, Texas, whose clients include the largest servicers in the industry. She provides leadership, guidance and direction to operations and legal staff.

Ms. Copeland has conducted numerous seminars, including Basic Foreclosure 101 and Bidding Strategies at the Trustee Sale. She has been a member of multiple panels for UTA, USFN and CMBA. Ms. Copeland can be reached at joyceco@ndexteamwest.com.
Spencer Scheer, Esq.
Managing Partner, Scheer Law Group, LLP

Spencer Scheer is the Managing Partner of the Scheer Law Group, LLP (" SLG."). He graduated from the University of Massachusetts (B.A., cum laude, 1980), and earned his Juris Doctor Degree from Empire College of Law (1983). After clerking for Alan Jaroslovsky ( Bankruptcy Judge, N Dist of CA), Mr. Scheer worked as Bankruptcy Administrator and In-House counsel for World Savings and Loan Association, a Fortune 500 Company. Mr. Scheer then went on to work for the AV rated Firm of Polk, Scheer & Prober from 1984-2002, becoming a shareholder and Managing Principal in 1993.

Mr. Scheer has received an AV (highest rating) from Martindale-Hubbell. He is an effective and successful litigator and has handled over 200 jury and non-jury trials in State and Federal courts, focusing on creditor and real estate litigation matters. Mr. Scheer has a diverse legal background that allows him to represent and advise SLG lender, mortgage broker, investor and foreclosure trustee clients on a wide variety of legal matters, including: consumer and commercial creditor bankruptcy litigation, real estate litigation, note and trust deed review and litigation, TILA rescission claims, landlord tenant litigation, title insurance litigation, and lender and broker liability matters.

In 2005, Mr. Scheer spearheaded the cooperative efforts of a regional bank, title companies and TIC counsel, resulting in the release of the first known institutional retail Tenant in Common loan program in the State of California. He can be reached via email at sscheer@ScheerLawGroup.com.
Jane Myrick
Manager, Default Services Division, Security Title Agency

Jane has over twenty five years of experience in the trustee sale industry. She started as a certified legal assistant with a valley law firm that specialized in foreclosure, eviction and bankruptcy. She joined Security Title Agency in 1988 and has enjoyed management of its Default Services Division since 1990. She is an active member of the UTA and ATA, has served on the UTA's Board of Directors and currently serves on ATA's legislative committee. She has always recognized the importance of a professional trustee organization and kept those in our industry apprised of important revisions in Arizona law through bulletins, newsletters and instructional courses to trustees nationwide. She also assisted with the writing, compilation of materials and instruction of the United Trustee Association's Arizona Trustee Sale Certification course. [top]
Gary Wisham
President, Allied Trustee Services

Gary Wisham is the President of Allied Trustee Services, a company that specializes in the collection of delinquent homeowner's association assessments. Prior to his involvement with Allied, Gary was the Onsite Regional Manager for First American National Default Title Services based out of Orange County, California. Before taking a position with First American, he has worked with other trustee services including Northwest Trustee Services and Cal-Western Reconveyance Corporation.

In addition, Gary is currently the Education/Conference Chair for the United Trustee's Association. His positions with UTA have not only included the past eleven years as Education/Conference chair, but he has also served as President, PAC Chair, and Secretary and acted as President. Gary has also completed and been certified in the Basic Certification Course.

The Honorable Roger L. Efremsky
U.S. Bankruptcy Judge, Northern District of California

- Bachelor of Science, Menlo College (1978)
- Juris Doctor, Santa Clara University (1983)

- United States Bankruptcy Judge Northern District of California (2006)

Founder and partner of Efremsky & Nagel (1990-2006) specializing in representing creditors in federal bankruptcy and state court proceedings with an emphasis on the representation of secured creditors in consumer and commercial matters. [top]

Vice-President, Robinson Tait, P.S.

Joe Solseng is vice-president of Robinson Tait, P.S. and a graduate of Columbia University and Seattle University School of Law. Mr. Solseng is licensed to practice in Alaska, Arizona, California, Montana, Nevada, and Washington and has significant trial and litigation experience in all aspects of default-related legal matters. He has been involved in all aspects of Nevada mediations since the program began. [top]

Richard Chambliss
Shareholder, Broening, Oberg, Woods & Wilson, P.C.

Richard Chambliss is a shareholder in the law firm Broening, Oberg, Woods & Wilson, P.C. Over the last twenty-five years, he has been involved in all aspects of real estate-related representation, including escrow, title insurance, and foreclosure matters. He has lectured for the Maricopa County Bar Association, Scottsdale board of Realtors and the Arizona Trustee Association on real property, foreclosure and civil litigation matters. He is a member of the Maricopa County Bar Association and the State Bar of Arizona. He is licensed to practice in Arizona as well as before the District Court of Arizona and the United States Court of Appeals for the Ninth Circuit. He has been actively involved in the Arizona Trustee Association, serving on the Board of Directors, the Convention Committee, chairman of the By-Law Committee and Chairman of the Education Committee. Currently, he is President of the Arizona Trustee Association and has chaired or co-chaired the Legislative Committee for the last five years. [top]

Brandie Peeples

Brandie H. Peeples joined MERSCORP, Inc., in January 2008 as in-house counsel for the corporation. As a member of the MERS team, she oversees the management of litigation, advises attorneys around the country on how to enforce and defend MERS liens, and is responsible for handling legal inquiries about MERS from MERS members and the mortgage industry.

Before joining MERS, Brandie was a litigator with law firms in Ohio and Virginia. She is licensed to practice in Virginia and the District of Columbia. Brandie earned a BA in Mass Media Arts from Hampton University and a J.D. from The University of Akron.

The Honorable Scott C. Clarkson
U.S. Bankruptcy Judge, Central District of California

Scott C. Clarkson was appointed to the United States Bankruptcy Court for the Central District of California on January 20, 2011. Judge Clarkson sits in the Santa Ana Division of the Central District of California and hears Chapter 7 and 11 cases filed in both Riverside and Santa Ana Divisions. Judge Clarkson is a member of the Board of Directors of the Orange County Federal Bar Association and serves as the Judicial Chair of the American Bankruptcy Institute's Battleground West Conference.

Judge Clarkson received his B.A. from Indiana University, Bloomington, and his J.D. from George Mason University School of Law, where he served as Articles Editor of the Law Review. Judge Clarkson is admitted to practice in California, the District of Columbia, and the Commonwealth of Virginia.

Judge Clarkson clerked for United States District Judge William L. Hungate (E.D. Mo.) and served as a Legislative Assistant to United States Representative Harold L. Volkmer during the 95th through 97th Congresses. In his latter role, he was a direct observer of, and participant in, the creation of the 1978 Bankruptcy Code. Judge Clarkson engaged in private law practice in California from 1989 through his appointment to the bench, specializing in complex Chapter 11 reorganization cases and bankruptcy litigation.

Judge Clarkson is also a noted Documentary Photographer. His 2007 book "Windows to Vietnam - A Journey in Pictures & Verse", now in second edition, was chosen as "editors pick" by the United States Military Academy (West Point) Association of Graduates, 2008. As a photographer, Judge Clarkson has traveled to Afghanistan, Vietnam, Pakistan, Kashmir, and Peru, resulting in a number of photography exhibits. For cameras, he uses a Hasselblad 500c/m (120 film), a Leica M7 (35 mm film), a Leica M9 and Leica M8 (35 mm digitals), a Nikon F100 (35 mm film) and a Nikon 90 (35 mm digital).

The Honorable Peter Wentworth Bowie
Chief Judge, U.S. Bankruptcy Court, Southern District of California

Currently Chief Judge of the United States Bankruptcy Court for the Southern District of California, Judge Bowie graduated from Wake Forest College (now University) in 1964, served four years in the United States Navy with two Viet Nam tours, then attended the University of San Diego School of Law. After graduating magna cum laude in 1971 he was a trial attorney in the Honors Program in the United States Department of Justice, followed by fourteen years in the United States Attorney's Office for the Southern District of California, the last six of which he served as the Chief Assistant United States Attorney.

While a lawyer, and then as a judge, Judge Bowie served on the Review Department of the State Bar Court concerned with attorney discipline. In 1995 he was appointed by the late Chief Justice Rehnquist to the Codes of Conduct Committee of the Judicial Conference of the United States. After serving eight years with that Committee he was appointed by the Judicial Conference as a liaison to the ABA's Joint Commission to Evaluate the Model Code of Judicial Conduct, which concluded its work in 2007. In Fall, 2009 he was appointed to serve as a member of the Judicial Advisory Committee of the ABA's Standing Committee on Ethics and Professional Responsibility.

Judge Bowie is on the Executive Board and a Master of the Louis M. Welsh Inn of Court (No. 9); a founding board member of the Association of Business Trial Lawyers, San Diego; and a member of Rotary Club #33. He is married to Sarah, and they have two grown and self-supporting children, Heather Kaye and Gavin Bowie.

Jonathan D. Jaffe
Partner, K&L Gates

Mr. Jaffe works with banks, savings associations, mortgage bankers and brokers, consumer and commercial finance lenders, real estate professionals, and e-commerce companies. He advises clients in the areas of general corporate law, mergers and acquisitions, commercial real estate, consumer and commercial lending, and secured transactions. In addition, he also counsels clients on matters involving e-commerce and electronic delivery of financial services. [top]

Catherine M. Brown
Managing Director, Treliant Risk Advisors

Catherine Brown is a Managing Director of Treliant Risk Advisors. Catherine is also a specialist in Consumer Compliance and advises clients on regulatory requirements and trends in Fair Lending, Community Reinvestment Act programs, Anti-Money Laundering, and Enterprise Risk Management. Catherine has designed and implemented regulatory compliance programs for large, complex institutions. She has considerable experience in managing relationships with federal regulatory agencies, which includes preparing banks to anticipate and respond to regulatory inquiries and remediation.

Catherine previously consulted in the Financial Institutions Risk Management practice of Crowe Horwath, LLP where she provided significant thought leadership and advisory support in matters pertaining to consumer compliance, enterprise compliance management, and ERM. Catherine is also an experienced operating executive, having held senior management positions at Citizens Financial Group (the U.S. Bank holding company of Royal Bank of Scotland), and its predecessor bank, Charter One Bank. During her tenure, she chaired and participated in various corporate governance committees related to major consumer and enterprise risk management issues. Most notably, Catherine served as Senior Vice President and Chief Corporate Compliance and Ethics Officer for this major banking institution.

Catherine received her J.D. from the University Of Dayton School Of Law, an M.B.A. from Case Western Reserve University, and is active in the American Bar Association.

The Honorable Bruce T. Beesley
U.S. Bankruptcy Judge, District of Nevada

Judge Beesley was sworn in as a U.S. Bankruptcy Judge for the District of Nevada on January 3, 2011. Judge Beesley was a practicing attorney for approximately 30 years, specializing in bankruptcy and civil litigation matters. He began doing bankruptcy work in approximately 1980. He represented creditors' committees, trustees, debtors and creditors in bankruptcy. Judge Beesley's practice also included civil and business litigation, and expert advice or testimony regarding bankruptcy and secured transactions. He has taught and been a presenter at several seminars regarding various bankruptcy related topics and has been co-author on several articles in business publications.

Judge Beesley was certified in creditors' rights by the American Board of Certification in 2003. He is a member of the American Bankruptcy Institute and a board member of the Southwest Bankruptcy Conference. He served as a lawyer representative for the Ninth Circuit Judicial Conference. He was a member of the Board of Governors for the State Bar of Nevada from 2000 to 2010 and president of the State Bar from 2008 to 2009. He is a Master Emeritus member and past president of the Bruce R. Thompson American Inns of Court.

Jonathan M. Zak
Partner, Wright Finlay & Zak

Jonathan M. Zak is a partner with the law firm of Wright, Finlay & Zak, LLP. He is a litigation attorney that has specialized in representing lenders, loan servicers, foreclosure trustees and title companies for over 25 years in both state and federal court. WF&Z provides legal services throughout California, Arizona and Nevada and is a member of the Fannie Mae Retained Attorney Networks in California and Nevada. Jonathan is an active member of various real estate associations and resides with his wife Paige and their three sons (ages 13, 10 and 8) in North Tustin, California. [top]

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