Thursday, October 3, 2002
11:30 a.m.Golf Tournament
Rancho Mirage Country Club,
Rancho Mirage, CA
3:30 p.m. - 7:00 p.m.
Conference Registration Open
Convention Center Lobby
Friday, October 4, 2002
7:00 a.m. - 6:30 p.m.
Conference Registration Open
Convention Center Lobby
7:00 a.m. - 6:30 p.m.
Escrow Expo Open
Oasis I - Convention Center
8:30 a.m. - 9:00 a.m. Opening Ceremonies
California Ballroom - Wyndham Hotel
9:00 a.m. - 9:15 a.m. Escrow Expo Break
Oasis I - Convention Center
9:15 a.m. - 10:45 a.m.
Concurrent Sessions
(1.5 P.D. Credits)
#1Commercial Transactions - Part I
(Springs Theater)
(Fran Butler, CSEO, CEI, Chicago Title)
The transition from residential transactions to commercial transactions.
#2Management I
(Mesquite ABC)
(Bill McCloskey, Allison-McCloskey Escrow Company; Kathy Stephens, CSEO, CEI, MHS, First American Title Insurance Company; and Kim L. Strong, Stewart Title of California)
Roundtable format discussion including topics relating to difficult employees, tardiness, personal use of company time, productivity, hiring, firing, and other human resource issues.
#3Notary Exam Workshop
(Palm B-E)
(Beth Cary, CSEO, CEI, Old Republic Title Company)
Preparatory workshop for those taking the Notary Test in Workshop #4. Workshop to cover any updates relative to notaries.
10:45 a.m. - 11:00 a.m. Escrow Expo Break
Oasis I - Convention Center
11:00 a.m. - 12:15 p.m.
Concurrent Sessions
(1.25 P.D. Credits)
#4Notary Exam
(Palm B-E)
(Conducted by CPS.)
(Separate forms and fees required at time of exam.)
#5Commercial Transactions - Part II
(Springs Theater)
(Fran Butler, CSEO, Chicago Title)
Advanced? - Taking, Processing and Closing
#6Management I
(Mesquite ABC)
(Bill McCloskey, Allison-McCloskey Escrow Company; Kathy Stephens, CSEO, CEI, MHS, First American Title Insurance Company; and Kim L. Strong, Stewart Title of California)
Panel of roundtable facilitators – Part II of Workshop #2 - Follow-Up, Finish-Up and Questions and Answers
#7Trust Accounting/Employee Fraud
(Mojave Learning Center - Wyndham Hotel)
(Michael C. Haas, CPA, Morton Alan Haas & Co.)
Topics to include: basis of employee fraud, types of employee fraud, how to prevent fraud, internal controls, hiring practices, role of outside service provider, consequences, trust accounting, bank reconciliation process/problems, and examples of shortages.
12:15 p.m. - 12:30 p.m. Escrow Expo Break
(Oasis I - Convention Center)
12:30 p.m. - 2:00 p.m.Luncheo
(1.0 P.D. Credit)
(California Ballroom / Wyndham Hotel)
2:00 p.m. - 2:15 p.m. Escrow Expo Break
(Oasis I - Convention Center)
2:15 p.m. - 3:45 p.m. Concurrent Sessions
(1.5 P.D. Credits)
#8Reverse Exchange
(Mojave Learning Center - Wyndham Hotel)
(Cecily A. Drucker, Esq., Reverse Exchange Services, Inc.)
#9 Regulator Pane
(Springs Theater)
(Mike D. Belote, Esq., California Advocates, Inc.; William E. Moran, Department of Real Estate; and Steve C. Thompson, Department of Corporations )
Representatives from the DRE and DOC will discuss the following topics: 1. How each agency plans to handle AB 392, 2. How enforcements are going to be levied for violations, and 3. Licensing requirements.
#10 Team Managemen
(Palm B-E)
(Kim Dawson, CEO, CSEO, Lawyers Title Company)
Mergers, Disasters, Downsizing and an Update on the Revised C.A.R. Contract
3:45 p.m. - 4:00 p.m. Escrow Expo Break
(Oasis I - Convention Center)
4:00 p.m. - 5:30 p.m. Concurrent Session
(1.5 P.D. Credits)
#11 Exchanges
(Mojave Learning Center - Wyndham Hotel)
(Anthony Alosi, First American Exchange Corporation of California)
Processing Concurrent/Delayed Exchanges
#12 Bulk Sales - Advance
(Lily Bachor, Chicago Title Company)
Advanced workshop for the processing and closing of bulk sales.
#13 War Stories
(Springs Theater)
(Paul Santy, First American Title Company)
Stories to learn by.
5:30 p.m. - 6:30 p.m. Exhibitor's Welcome Reception in Expo Hall
(Oasis I - Convention Center)
All Attendees Invited - Exhibits Open
Enjoy a complimentary beverage and hors d'oeuvres.
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Saturday, October 5, 2002
7:00 a.m. - 4:00 p.m.
Conference Registration Open
(Convention Center Lobby)
7:00 a.m. - 3:45 p.m. Escrow Expo Open
(Oasis I - Convention Center)
7:00 a.m. - 8:00 a.m.
Continental Breakfast in Expo Hall
(Oasis I - Convention Center)
8:00 a.m. - 10:00 a.m.Concurrent Sessions
(2.0 P.D. Credits)
#14 Annual Legislative Update -
State and National
(Oasis 2)
(Mike D. Belote, Esq., California Advocates, Inc. - CEA's Legislative Advocate and Milre J. Henry,
President of the American Escrow Association)
Review of state and national legislation affecting our industry.
#15 PD Workshop
(Palm B-E)
(Linda Bentson, CEO, CSEO, CEI, Old Republic Title Company and Linda Swink, CSEO, CEI, McMillin Escrow)
Preparatory workshop for those taking the Professional Designation Exam on Sunday, October 6, 2002.
#16 Escrow Technician Workshop - "Prorations"
(Springs Theater)
(Arwen Estelle, CEO, CSEO, CEI, BSS, Commonwealth Land Title)
If the computer fails, you need to know how to do Prorations by hand - attend this session to learn how.
10:00 a.m. - 10:30 a.m. Escrow Expo Break
(Oasis I - Convention Center)
10:30 a.m. - 12:00 pm Concurrent Session
(1.5 P.D. Credits)
#17 Unusual Escrow
(Oasis 2)
(Cheryl Wyland, Burrow Escrow)
Land Contracts, A.I.T.D.?s and Leaseholds
#18 Foreclosure
(Mojave Learning Center - Wyndham Hotel)
(J. Earle Norris, Esq., Fidelity National Title)
Understanding the foreclosure process from start to finish.
#19 Escrow Technician Worksho
(Springs Theater)
(Ginger Frankel, CSEO, CEI, Old Republic Title Company)
Drawing documents and learning phraseology.
12:00 noon - 12:30 p.m. Escrow Expo Break
(Oasis I - Convention Center)
12:30 p.m. - 2:00 p.m. Luncheon
(1.0 P.D. Credit)
Oasis 3 Convention Center
2:00 p.m. - 3:30 p.m. Concurrent Session
(1.5 P.D. Credits)
#20 Title Panel: "Day of the Dead
(Oasis 2)
(Tom R. Bernath, Stewart Title of California; Christopher J. Connors, First American Title Company, and Ralph Khelil, Provident Title Company)
Old Trust Deeds and Judgments, Removing Deceased Beneficiaries, Trust Agreements and Paid Off Loans and Judgments
#21 VA/FHA Financing
(Springs Theater)
(Shannon O'Toole, U.S. Dept. of Housing and Urban Development and Todd Ridgway, Professional Mortgage Consultant)
You will be presented with the most up-to-date information regarding VA/FHA financing and the process and costs associated with it. Additionally, HUD fraud will be discussed.
#22 Franchise Tax Board
& State Tax Lien
(Mojave Learning Center - Wyndham Hotel)
(Linda Abbas, Brenda Sizer and Other Representatives from the California Franchise Tax Board)
California Withholding Requirements ?CAL-FIRPTA?
#23 Notary Enforcement
(Palm B-E)
(Paul Bresnan, California Secretary of State's Office)
3:30 p.m. - 3:45 p.m. Final Expo Break
(Oasis 1 Convention Center)
3:45 p.m. - 5:15 p.m. Concurrent Sessions
(1.5 P.D. Credits)
#24 Bulk Sales - Beginning
(Palm B-E)
(Tamara Stoebe, CEO, CSEO, CEI, MHS, BSS, First American Title Company and Randy Wallace, California Reporting Service LLC)
Beginning Bulk Sales for those wanting to learn how to handle, process and close bulk sales.
#25 Mobile Home Escrow Instructions
(Springs Theater)
(Louise Hewitt, CSEO, CEI, BSS, Express Escrow Company; Belen Ramirez, Express Escrow Company; and J.C. Strutzel, Express Escrow Company)
This workshop is designed to concentrate on instructions for mobile homes more so than the titling and registration. It will also cover any updates that may be relevant to those processing and closing mobile home transactions.
#26 Roundtable For Escrow Technicians and CET's
(Mesquite ABC)
(Deb Perry, CEO, CSEO, Stewart Title Company; Jackie Phillips, CSEO, Palm Desert Escrow; and
David A. Shean, CSEO, CEI, Southland Title Company)
Signs ups, Loan Documents, Prelims, Office Etiquette
#27 Identity Thef
(Oasis 2)
(Detective Bill Hanley, Palm Springs Police Department)
Hear the latest on this hot topic.
7:00 p.m. Installation Dinner Event
"Paint With the Colors You Are Given"
Poolside - Wyndham Hotel
Enjoy Dinner and Music with "Rocky"
-Sunday, October 6, 200
-8:00 a.m. - 11:00 a.m
Conference Registration Open
(California Ballroom Foyer)
9:00 a.m. - 10:30 a.m
#28 P.D. Exam - Official Test for Those Taking the Exam for Professional Designation (Andreas Room)
#29 Legal Issues With Rose Pothier
(1.5 P.D. Credits) (Catalina/Madera Rooms)
(Rose Pothier, Esq., Pothier & Associates)
Prevent the lawsuit or possible small claims over disputed funds, close that file squeaky clean, and make your instructions clear.
10:30 a.m. - 11:00 a.m. Break and Hotel Check Out
11:00 a.m. - 12:30 p.m.(1.5 P.D. Credits)
#30 Brunch with Greg See
" Why Not be Incredible
(Pasadena/Sierra/Ventura)
(Gregory A. See, First American Title Insurance Company)
A challenge to excel, the presentation is an uplifting encouragement to get out of the ?rut? and make your mark in the business world. |
