Class Schedule  
 




ENHANCE YOUR
CAREER - E.L.M.S


949-589-1460
Lobrien.eti@att.net
www.escrow-eti.com

Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering

Date

Time

Location

Register by:

Commercial Escrow II
(Dennis Chaplin)
December 2nd 8:30 - 4:00PM

National University

Costa Mesa 
November 30th
HR For California Employers – Rules, Regs & Law (2017-2018)
(Paul Donsbach, Esq.)
December 2nd 9:00 - 1:00PM

National University

Costa Mesa 
November 30th
Basic Escrow
(Aaron Lloyd)
December 2nd 8:30 - 4:00PM

National University

Costa Mesa 
November 30th
FIRPTA 1099 and Withholding
(Michael Haas)
December 9th 9:00 - 1:00PM

National University

Costa Mesa 
December 7th
SB2 & The Escrow Business Forum January 6th 10:00 - 1:30PM

Ayers Hotel

Irvine
January 4th

All classes provide “take away” manuals/material and FREE after class support!


 

.
Commercial Escrow II
(Dennis Chaplin)
(Saturday, December 2nd)     Tuition: $395
Less $100.00 ($295) if registered/paid by November 22nd

This class has been recently revised and updated! The class qualifies for 6 PD Credits

The Instructor (Commercial Escrow Officer) has over 25 years of commercial escrow experience and works for a Company, managing their commercial escrow operations. He is past president of the Orange County Escrow Association and holds CEA Professional designations of Certified Escrow Officer, Certified Senior Escrow Officer and Certified Escrow Instructor. The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit a commercial escrow file in anticipation of a pending closing. The class will also cover the following topics:

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

Location: National University Costa Mesa                Hours: 8:30 - 4:00

 

.
HR For California Employers – Rules, Regs & Law (2017-2018)
(Paul Donsbach, Esq.)
(Saturday, December 2nd)    
Tuition: $109

In this half day workshop, Attorney Paul Donsback, Esq. will provide you with information you MUST know, as it relates to NEW changes (effective 2017 AND 2018) to existing California and Federal HR laws, which you must implement. Discussion areas will include:
 
  • Hiring/Interviewing – some of the rules/law have changed!
  • Maintaining/Retaining Mandated Employee Records & Forms
  • Paying Employees
  • Over time – Exempt vs Non Exempt
  • Preventing Potential Employee Claims (Discrimination/Harassment/Etc.)
  • Minimum Compliance Requirements
  • Benefits – Vacation, FMLA, Sick Pay
  • Employee Discipline – Warning to Termination (Steps to follow)
  • Recommended Handbook Policies
  • When to Seek Professional H.R.Counsel
  • And Much More!

Location: National University Costa Mesa                Hours: 9:00 - 1:00

 

.
Basic Escrow
(Aaron Lloyd)
(Saturday, December 2nd)    
Tuition: $199

Our extensive “Basic Escrow” workshop establishes the foundation for understanding “escrow” and lays the ground work for future training as needed. This class covers many aspects of escrow with a focus on the resale escrow. Our workshop covers industry terminology, “tips & techniques” on a variety of subjects; working through “red flags”, understanding Pre Lim and Title reports; opening an escrow; confidentiality, being a neutral third party, and more! Extensive material, handouts and templates are provided.

  • Industry Terminology/Acronyms
  • Escrow – Purpose: Buyer/Seller/Lender/Escrow Roles
  • Escrow Risk Management – Recognizing the “Red Flags”
  • Opening Escrow & Preparation of Escrow Instructions
  • Using the C.A.R. contract; Understanding Your General Provisions
  • Sale & Refinance Escrows – Notes, Deeds and Other Documentation
  • Ordering Demands – Sub Escrow
  • Title Insurance – Purpose and Types of Policies; Prelims – Identifying “red flags”
  • Documentary Transfer Tax, Prorations and Balancing the File (an introduction)
  • P.C.O.R. requirements and forms!

Location: National University Costa Mesa                Hours: 8:30 - 4:00

 

.
FIRPTA 1099 and Withholding
(Michael Haas)
(Saturday, December 9th)    
Tuition: $99

Conducted by Michael Haas, CPA (Morton Alan Haas & Co), this workshop will cover what you need to know about FIRPTA real estate withholding & compliance, 1099’s, as well as TRUSTS. Michael is a “in demand” annual speaker at the CEA Conference, Regional Escrow Association dinner meetings, our “Escrow Business Forums” and much more!

In this workshop, Michael will cover:

  • 1099’s – Purpose, use and completion
  • Basic Rules for Foreign Withholding
  • How to Obtain a ITIN
  • How to Legally Reduce Withholding
  • How to Get an Early Refund
  • Timelines, Penalties & Interest
  • How to “Fix” Problems When Things Go Wrong
  • Coordination, Comparison & Contrasts (FIRPTA & CALFIRPTA)
  • Forms 593C-Instructions for Withholding Certificate
  • Form 593E – Computation of Estimated Gain or Loss
  • Trusts & What You Need to Know
  • And more!

Location: National University Costa Mesa                Hours: 9:00 - 1:00


.
SB2 & The Escrow Business Forum
(Saturday, January 6th)    
Tuition: $69

THIS FORUM qualifies for C.E.A. Professional Designation Credits

Enacted into law and effective January 1, 2018, this bill enacts the Building Homes & Jobs Act. The new law will impact both the recording fees you charge and the process you follow. This is a "must attend" event.

Panelists:
Jennifer Felten, Esq. RE LAW APC
Mickey Vandenberg, Williston Financial Group/WFG Title
Lynn Yockey, Granite Escrow & Settlement Services


In this much needed industry workshop, we will cover:

  • The SB 2 Law, history, intent & reality
  • Poorly crafted Bill language & its impact on you and the consumer
  • New Fee assessments from $75.00 - $225.00 per single transaction
  • Impact on you, your Company and your escrow process
  • Role of County Recorder’s Office - Audits
  • Extensive Question & Answer with our panelists
  • And a whole lot more!

WE believe this workshop will "sell out". FIRST registered/FIRST paid receive priority. Registration is complete upon payment.

Seating will go fast! And, we have kept the tuition very low!

Location: Ayers Hotel, Irvine                Hours: 10:00 - 1:30

 
     
 

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