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2003 CEA Annual Conference
SCHEDULE OF CLASSES & EVENTS
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Date & Time |
Description |
Thursday,
October 2, 2003 |
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1:00 pm |
Golf Tournament
Santa Clara Golf & Tennis Club
5155 Stars & Stripes Dr., Santa Clara, CA 95054
(Separate registration form required.) |
3:30 pm - 6:30 pm |
Conference Registration Open
Fairmont Hotel, 2nd Floo |
Friday,
October 3, 2003 |
Registration Open |
7:00am - 5:30pm |
Escrow Expo Open |
8:00am - 9:00am |
Opening Ceremonies
(1 P.D. Credit)
Join your fellow delegates for a special ceremony to kick-off this year’s conference.
“You Can Cry, or You Can Create”
Meet the creator of Alice in Escrowland
Sandra Coopersmith, Artist |
9:00am - 9:15am |
Expo Break |
9:15am - 10:45am |
Concurrent Sessions
(1.5 P.D. Credits)
#1 Commercial Contracts & A.I.R. Forms
Learn the procedures for filling out the A.I.R. Forms and Commercial Contracts.
Fran Butler, CSEO, CEI, First American Title Company
#2 Human Resource Management
Personnel Management - Hiring and Terminations
Nancy van Voris, Red Lion Hotels
#3 Notary Exam Workshop (For Existing Notaries Only)
This is a “tune-up” for existing notaries who are taking the renewal exam.
Pat Meyer, Certified Notary Instructor |
10:45am-11:00am |
Expo Break |
11:00am-12:15pm |
Concurrent Sessions
(1.25 P.D. Credits)
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#4 Notary Exam
Notary testing for new and renewal applicants.
(Separate forms and fees required at time of exam - first come, first serve, space is limited - register in advance, on-site registration is not available for this exam.)
#5 Mobile Home Panel
Learn the “ins and outs” of handling mobile home escrows.
Dave Cook, California Department of Housing
J.C. Strutzel, Express Escrow
#6 National Notary Association - “Protecting America”
Our speaker will expose the great threat of identity theft and the role of notaries. |
12:15 pm - 12:30 pm |
Expo Break |
2:30 pm - 2:00 pm |
1 Luncheon with Guest Speaker,
Mark Sachau, President, California Land Title Association
(1 P.D. Credit) |
2:00 pm - 2:15 pm |
Expo Break
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2:15 pm - 3:45 pm |
Concurrent Sessions
(1.5 P.D. Credits)
#7 “A Girl Needs Cash”
Financial planning and managing debt towards a secure future.
Joan Perry, Author and President of Take Charge Financial
#8 Commercial Escrow Forms & Practices
Complex commercial escrow situations.
Fran Butler, CSEO, CEI, First American Title Company
#9 Property Records Industry Task Force
A national look at standard setting efforts in the property records industry. Mark Monacelli, St. Louis County Recorder, Minnesota - Member of the Executive Board of the Property Records Industry Task Force |
3:45 pm - 4:00 pm |
Expo Break |
4:00 pm - 5:30 pm |
Concurrent Sessions
(1.5 P.D. Credits)
#10 1031 Exchanges
Background in exchanges and the increased activity since AB 2065. Michael Yesk, IPX 1031
#11 Common Sense Escrow
Common sense escrow - how to stay out of trouble.
Rose Pothier, Esq., Pothier & Associates
Evening On Own Explore San Jose and Enjoy Great Restaurants
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Saturday, October 4, 2003
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| 7:00am - 5:00pm |
Registration Open |
| 7:00am - 4:00pm |
Escrow Expo Open |
| 7:00am - 8:00am |
Continental Breakfast in Expo Area |
8:00am - 10:00am |
Concurrent Sessions
(2 P.D. Credits)
#12 CEA Professional Designation Workshop
A primer to taking the CEO and/or CSEO professional designation certification exam.
Linda Bentson, CSEO, CEI, Old Republic Title Company
Kathy Lozano, CSEO, American Title Company
#13 Escrow Technician Workshop 1
Working with your EO - escrow structure and building the file.
Irene Genders, CSEO, CEI, First American Title Insurance Company Nancy Stalter, CSEO, BSS, MHS, CEI, Chicago Title Company
#14 Legislative Update and AEA National Affairs
The State legislative update and an update on the national scene. Mike Belote, Esq., California Advocates, Inc.
Neil Takeuchi, President, American Escrow Association |
10:00am-10:15am |
Expo Break |
10:15am-11:45am |
Concurrent Sessions
(1.5 P.D. Credits)
#15 Escrow Technician Workshop II
Lenders Instructions - Auditing - Recording Documents
Irene Genders, CSEO, CEI, First American Title Insurance Company
Nancy Stalter, CSEO, BSS, MHS, CEI, Chicago Title Company
#16 Electronic Recording Panel - California
Contra Costa, Trinity, San Mateo Counties
Darrough Foreslund, Trinity County Recorder
Steve Weir, Contra Costa County Clerk/Recorder
#17 CEA Website - How To Use The Web
The new CEA website - a quick understanding of using the web effectively.
Kim Dawson, CSEO, CEI, Lawyers Title
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11:45am - 12:00 noon |
Expo Break |
12:00noon
-1:30 pm |
Luncheon
Join your fellow colleagues for lunch and camaraderie, including a program of presentations, awards, the grand prize raffle drawing and a chance to win great raffle prizes! |
1:30 pm - 1:45 pm |
Expo Break |
1:45 pm - 3:15 pm |
Concurrent Sessions
(1.5 P.D. Credits)
#18 “Success in Life”
How to handle high volume while avoiding escrow burnout.
Dana Gordon, President of Dasan International
#19 Outlook & E-Mail Applications
Using Microsoft Outlook effectively and successful e-mailing tips.
Terry Thomason, Vice President, Stewart Title Co. of California, Riverside
#20 Taxation in Real Estate
Cal-Firpta - AB 2065 - Withholding Requirements
Michael Haas, Morton Alan Haas & Co. |
3:15 pm - 3:30 pm |
Final Expo Break
Be sure to check the reader board to see if you won any exhibitor prizes. Also, remember to turn in your completed escrow expo passport no later than 3:20 pm |
3:30 pm - 5:00 pm |
Concurrent Sessions
(1.5 P.D. Credits)
#21 “Catch 22 Syndrome”
Escrow coordination to avoid common pitfalls.
Jan Oates, Fidelity National Financial
#22 Property Insurance in California - Toxic Mold
Hear the latest on the CLUE Report System and the toxic mold situation
Sandy Rose, CSEO, CEI, Old Republic Title Company.
Dean Fletcher, Mission Counties Insurance
#23 Microsoft Word & Downloading Documents
Downloading lenders documents and loan packages.
Terry Thomason, Vice President, Stewart Title Co. of California, Riverside
#24 Notes and Deeds of Trust
Proper documentation for drawing notes and deeds of trust. |
7:00 pm |
“Living the American Dream”
Come join us for an evening of “Living the American Dream – Red, White & Blue” with music, installation, dinner, dancing and lots of fun at the Fairmont Hotel. |
Sunday,
October 5, 2003 |
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8:30 am -
12:00 noon |
Registration |
9:00am-5:00pm |
#25 Professional Designation Exam
Testing for CEA’s Professional Designations
(Separate application, eligibility and fees required in advance – on-site registration not allowed.) Schedule a full day for this exam. |
9:00am-10:30am |
#26 Escrow Troubleshooting
(1.5 P.D. Credits)
Keeping out of trouble and fixing problem files.
Laura Lowe, Commonwealth Land Title |
10:30am-11:00am |
Break - Hotel Check-Out |
11:00am-12:30pm |
#27 “Going Topless”(1.5 P.D. Credits)
Brunch and Guest Speaker, Alyce Coryn-Selby
Alyce Coryn-Selby has been named to Britain’s Foremost Women of the 20th Century and 8 Who’s Who. |
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