10.25 PD Credits Available
All events held at the Long Beach Convention Center unless otherwise indicated.
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8:00 a.m. – 5:00 p.m.
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Notary Class
Separate registration required.
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10:30 a.m.
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2009 Annual Golf Tournament CHECK-IN
El Dorado Park Golf Course
2400 Studebaker Road, Long Beach, CA
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12:00 noon
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Golf Tournament Shotgun Start
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(4.25 Professional Designation Credits Available)
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7:30 a.m. – 6:00 p.m.
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Registration Open
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11:300 a.m. – 7:00 p.m.
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Escrow Expo Open
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12:15 p.m. – 12:45 p.m.
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Opening Ceremonies
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1:00 p.m. – 2:30 p.m.
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General Session (1.5 Credits)
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Economic Outlook – Where are we now?
Keitaro Matsuda, Director of Economic Research, Union Bank, N.A.
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Mr. Matsuda monitors economic trends and developments primarily focusing on the economies of California and the Pacific Northwest. We will hear about the state of our economy as to where we have been, where we are, and what we can expect to see.
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2:30 p.m. - 3:00 p.m.
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Expo Break
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3:00 p.m. - 4:15 p.m.
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Breakout Sessions (1.5 Credits)
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Loan Modifications and Timely Topics from CAR
Stella H. Ling, Senior Counsel for the California Association of Realtors®
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This session will provide you with current and
updated information on loan modifications.
You will also be provided with current and up to
date information from CAR.
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Excel for the Escrow Professional and how it can work for you.
Cindy Beck, CEO
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Learn the ins and outs of Excel and how this can
be a useful tool for you as the escrow professional.
You can then take this one step further and see
how you can use Excel outside the office.
- Elder Abuse: Types, Signs and Prevention
Bob Cavallaro
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It is happening as we speak, Elder Abuse. There
are numerous types of elder abuse and it is
growing in our industry. Learn to spot the signs
of elder abuse and what you can do to help
prevent this.
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4:15 p.m. – 4:30 p.m.
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Expo Break
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4:30 p.m. – 6:00 p.m.
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Breakout Sessions (1.5 Credits)
- Tax Laws and Current Events
Michael Haas, CPA, Morton Alan Haas & Co.
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Find out how the current tax laws impact
your escrow transaction and receive updated
information on CA-WITHHOLDING and FIRPTA.
- Work Smarter, Not Harder
Lexi Howard, CEO/CSEO/CEI
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This session will provide you with useful
information on doing more with less. In these
current conditions many of us are finding
that we are doing more, working harder and
longer hours with less help than ever before.
Learn how to make efficient use of your time,
how your computer can help you in ways that
you hadn’t thought of and tips to keep you
organized.
- Working Managers Talking to Working Managers - Problems and Practical Solutions
Patty Beverly, CSEO, CEI (Moderator)
Daisy Howell, CEO, CSEO
Cheryl Wyland
Dee Anna Pope
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This session will consist of a seasoned,
combined 200+ years of management
expertise. This panel will be talking in an open
format about what your problems are and how
we can help you come to a practical solution in
solving them.
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6:00 p.m. – 7:00 p.m.
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Escrow Expo Cocktail Reception
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(6.0 Professional Designation Credits Available)
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7:00 a.m. – 3:00 p.m.
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Registration Open
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7:00 a.m. – 3:30 p.m.
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Expo Open
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8:00 a.m. – 9:30 a.m.
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Breakout Sessions (1.5 Credits)
- “Foundation for Prosperity In Escrow”
Pat McCool, Founder, McCool Success International
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Receive useful information and ideas to market
yourself with reduced staff. With the “settling
of the market” you can help lay the foundation
for building a high volume with stable business
that allows you to keep the best attitude with
less stress.
- Real Estate and Mortgage Fraud, Don’t Become a Victim
Larry Roberts, District Attorney, San Bernardino County
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District Attorney Larry Roberts will discuss
current forms of Real Estate and Mortgage
Fraud. This will help you identify signs of fraud
and will help you identify issues in your escrow
practices.
- Creative Finance and Required Documents
Linda Hamilton, CSEO, CEI
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This session will provide you with information
on such types of financing including Note,
Trust Deeds, All Inclusive, Land Contracts and
other forms of creative financing. You will
also be given the essentials for preparing
the documents that accompany these types
of financing along with the proper clauses
and recitals that should be set out in your
instructions and documents.
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9:30 a.m. – 10:00 a.m.
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Expo Break
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10:00 a.m. – 11:30 a.m.
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Breakout Sessions (1.5 Credits)
- Mobile Home Updates and Current Legislation
J.C. Strutzel
Rosio Lisciandro, Winnetka District
Office Manager
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If you currently process Mobile Home
transactions or are just getting back
into handling Mobile Homes, this is your
opportunity to find out and make sure you are
current on Mobile Homes. You will hear about
current laws and legislation affecting Mobile
Homes from HCD in addition to updated and
current Mobile Home practices from the escrow
side.
- Incidents and Issues Involving Notary Fraud
Rose Pothier, Esq., Pothier & Associates
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Learn how Notaries Public are being drawn
into fraud. You will hear about issues with
increased incidents of forgery and fraud,
including cases where notary commission
numbers are stolen and notary seals printed
using false names. Find out what you can do to
protect yourself as a notary public.
- Outlook for the Escrow Professional – Making it Work for You
Cindy Beck, CEO
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Learning the proper use of Microsoft Outlook
and how this can be a useful tool for you as the
escrow professional. You can then take this one
step further and see how you can use Outlook
outside the office.
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11:30 a.m. – 11:45 a.m.
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Expo Break
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11:45 a.m. – 1:15 p.m.
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CEA Awards Presentation / Installation Lunch
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1:15 p.m. – 1:30 p.m.
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Expo Break
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1:30 p.m. – 3:00 p.m.
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Breakout Sessions (1.5 Credits)
- Implementation of the new GFE and HUD Processing
David A. Shean, CSEO, CEI (Moderator)
Representatives of the Lender and
Mortgage Broker communities
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This panel will discuss the new GFE (Good
Faith Estimate Statement) and HUD processing
and how the industries will be transmitting
information and number to each as it applies
to these new regulations creeping up on us
for January 1, 2010. This session will cover this
process from beginning to end starting with
the mortgage broker/lender taking the loan
application, then preparing and delivering
the GFE to the borrower/buyer along with the
modification to the GFE during the process. You
will hear how the GFE numbers are provided to
the Settlement Agent and how the process is
handled for dealing with the numbers that do
not fit the allowances and then ending with the
funding and closing process.
- Employment Session
Michael Belote, Esq., California
Advocates, Inc.
Katherine A. Hren, Esq., Ballard
Rosenberg Golper & Savitt, LLP
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Designed to provide information for escrow
personnel at all levels, including employees,
managers, and owners, this session will provide
up-to-date information on employment laws
relating to overtime, meal and rest periods,
harassment, retaliation, and more. The
employment relationship has created a hotbed
of litigation in California, and no one can afford
to ignore important principles unique to our
state. Presented by a lawyer specializing in
employment issues in Southern California.
- Short Sales and Foreclosures
Paul Hickman
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With Short Sales and Foreclosures on the rise,
this session will provide you with information
you will need to avoid common pitfalls and
better assist your clients in dealing with short
sale and foreclosure transactions.
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3:00 p.m. – 3:30 p.m.
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Final Expo Break – Prize Drawings
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3:30 p.m. – 5:00 p.m.
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General Session (1.5 Credits)
- Legislative Update
Michael Belote, Esq., Legislative
Advocate, California Advocates, Inc.
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Annual legislative update and wrap up of the
2009 legislative year in California.
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5:00 p.m.
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Conference Ends
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