THE ESCROW TRAINING INSTITUTE
 
  CLASS SCHEDULE

Class Offering

Date

Time

Location
Prorations and Balancing the File
 (Donna Inman)		 August 24th 8:30 - 12:00PM

National University

Costa Mesa 
Escrow Documents and Amendments
 (Donna Inman)		 August 24th 12:30 - 4:00PM

National University

Costa Mesa 
Escrow Business Forum August 24th 8:30 - 3:00PM

National University

Costa Mesa 
Manufactured Home Escrows
(Debbi Faber)
 LAST MH CLASS IN 2019		 September 7th 9:00 - 4:00PM

National University

Costa Mesa 
Escrow Performance Management
(Larry O'Brien)		 September 7th 8:30 - 2:00PM

National University

Costa Mesa 
First Class - Maximizing the Customer Experience
(Larry O'Brien)		 September 14th 8:30 - 3:00PM

National University

Costa Mesa 
RESPA Rules & Regs w/Social Media
(Jennifer Felten)		 September 14th 8:30 - 12:00PM

National University

Costa Mesa 
Escheating Funds
(Chris Pruitt)		 September 14th 8:30 - 12:00PM

National University

Costa Mesa 
The Leadership Challenge
(Larry O'Brien)		 September 28th 8:30 - 3:00PM

National University

Costa Mesa 
Basic Escrow
 (Aaron Lloyd)
 		 September 28th 8:30 - 4:00PM

National University

Costa Mesa 
Commercial Escrow I
(Lynn Yockey)		 November 7th 8:30 - 3:00PM

National University

Costa Mesa 


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Prorations and Balancing the File
(Donna Inman)
(Saturday, August 24th)     Tuition: $129
Take this class and Escrow Documents and Save $50.00    ($258.00 vs $208.)

Remove your frustration in completing “manual” escrow computations! You will leave the class room with a higher level of confidence!

Always a class favorite!  From computing Documentary Transfer Taxes to balancing your file, you will be actively engaged in a variety of escrow related calculations, from computing interest, taxes and more! 

Using examples and case studies, supplemented with “take home”  hand-outs that can assist you back at the office, participants will put their heads down, turn on the calculator and learn the manual way to complete the calculations AND how to explain it to your customer!

Don’t forget to bring your calculator to class!

In addition to several “take away” templates, this class will focus on the following:

  • Completing the calculations
  • Understanding the Funding to Closing Process
  • Understanding how to compute “Doc Tax”
  • Recognizing important Tax dates and deadlines\
  • Correcting out of balance conditions
  • And a lot more!

Location: National University Costa Mesa    Hours: 8:30 - 12:00
 

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Escrow Documents and Amendments
(Donna Inman)
(Saturday, August 24th)     Tuition: $129
 Take this class and Prorations and Save $50.00    ($258.00 vs $208.)

During this class you will review and discuss a variety of basic escrow Documents and Amendments to the escrow. This class can be used as a “refresher” course or is ideal for the newer employee who is unfamiliar or has had limited exposure in completing escrow documents and/or amendments.     Excellent and abundant escrow documentation samples are provided each participant for later reference.  Learn about:

  • Commonly used escrow documents
  • How to examine and take action on the sale escrows Prelim
  • The Differences between Grant & Quit Claim Deeds
  • Use of Affidavit – Death of Joint Tenant
  • PCOR Requirements
  • Subordinate Agreement
  • Power of Attorney-General and Special
  • Requests for Notice of Default; Substitution of Trustee and Full Reconveyance
  • How to Write Amendments to Your Escrow
  • And Substantially More! Great reference material provided.

Location: National University Costa Mesa    Hours: 12:30 - 4:00
 

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Escrow Business Forum
Patty Beverly – Key Note Speaker First American Title
Tom Anderson – TRA Cyber Security Consulting
Jennifer Felten – RE Law, APC
Rose Pothier – Rose Pothier & Assoc.
Mickey Vandenberg – WFG Title Co.

Saturday, August 24th
8:30 - 3:00
Tuition: $99.00 w/FREE lunch!

This FORUM qualifies for C.E.A. Professional Designations Credits (must be enrolled). Note: Often, our Escrow Forum sells out! Register early to ensure your place.

Led by our panelists of experts, your FORUM is loaded with information, regulations and Law, and current updates on “hot topics” that we believe you need to know.

 Our Forum will include, but not be limited to the following:
 

  • Success…Focus…Adding Value – YOU Choose the Path! (Key Note Address)
  • FIRPTA/California WITHHOLDING
  • DBO/DRE Enforcement
  • FDIC – “Blatant” RESPA Violations (RESPA News)
  • FinCEN - Update
  • Escrow Risk Management-Preventing Escrow Company Liability
  • Cyber Security- Protecting Your Organization From Attack!
  • Independent Contractor vs. Employee Classifications/Penalties
  • Update – Major Fed/State Laws – What You Need to Know!
  • Current Issues Coming Across Our Desk – Jennifer Felten and Rose Pothier
  • What’s Next in Escrow Management?
  • And more (stay tuned for more info!)

 

Location: National University Costa Mesa    Hours: 8:30 - 3:00

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Manufactured Home Escrows
 LAST MH CLASS IN 2019
(Debbi Faber)
(Saturday, September 7th)     Tuition: $275

This Mobile/Manufactured Homes escrow class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop, facilitated by a known expert in Mobile/Manufactured Escrows, will cover the transfer/refinance process of existing homes and will provide an overview only on new homes and dealer transactions.

In this workshop you will learn about:

  • Size matters with older homes – DMV or HCD
  • Working with prior executed, but unprocessed title
  • Dealing with Park Management
  • Forms, including obtaining a replacement Insignia
  • Obtaining Tax Clearance and Retail Value
  • Foreclosures & Liens
  • 433 Process
  • And much more

Location: National University Costa Mesa    Hours: 9:00 - 4:00
 

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Escrow Performance Management
(Larry O'Brien)
(Saturday, September 7th)     Tuition: $139 w/Free Lunch

This class is designed for Management, Business Owners and “High Potential” individuals who will/may soon be assigned management responsibilities and for those that wish to advance their career.

In this half day workshop, participants will learn what they need to know and do to successfully manage the performance of others, whether one individual or a team/department.  These skills are also transferable toward building your team!

In this class you will learn:
  • S.M.A.R.T. goal setting
  • The philosophy of “One team, one Mission, one Focus”
  • (8) Performance Management benefits for the Company/Employee
  • How to recognize traits and management skills of successful Managers
  • How to evaluate your own Performance Management Skills (Self Assessment)
  • T.I.P.’s for Improving Performance – Yours and for Others
  • Actual Management of Performance – Reinforcement vs Redirection
  • How to counsel/confront Poor Performance
  • How to counsel/recognize Exceptional Performance
  • How to prepare/conduct the discussion
  • How to handle “challenging”, “sticky” situations
  • And much more

Participant’s Workbook will be provided, plus FREE after class support, when needed!

Location: National University Costa Mesa    Hours: 8:30 - 2:00
 

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FIRST CLASS – Maximizing the Customer Experience
(Larry O'Brien)
(Saturday, September 14th)     Tuition: $179.00 per person OR (2) for $300.00 (SAVE $58.00)

Designed specifically for the Escrow/Title industry, this workshop has received very high reviews from those who have attended.

In fact, 100% of participants, from Receptionists to Escrow and Title Company Presidents, have indicated in their Class Evaluation that they WOULD recommend this class to others. Within the industry, over 500 have attended this workshop.

Our class focuses entirely on real life escrow/title related customer service issues! We also spend time on  customer complaints and how to turn an unhappy customer into a loyal advocate.

Our activity based, fun filled, workshop focuses on several key areas:

  • Exceptional customer service is the GREAT differentiator between Escrow companies!
  • One Team, One Mission, One Focus = (come to class to find out)!
  • Understanding the impact of ‘lost’ customers!
  • How to effectively handle customer complaints, while building the customer relationship!
  • Importance of everyone being “The Director of First Impressions”!
  • Building long term loyalty; having YOUR customers be an extension of your Sales Team!
  • Building TEAM WORK/Unity/Common Purpose!
  • Have FUN while doing so! (Yes, the rumor is true!  We play poker in class! Come and see!)
Our class activities “drive home” the learning objectives! Each participant receives a complete FIRST CLASS customer service manual AND numerous “after class” activities that the Company can use to continue to reinforce customer service, complaint management, and operational objectives.

Location: National University Costa Mesa    Hours: 8:30 - 3:00
 

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RESPA Rules & Regs w/Social Media
(Jennifer Felten)
(Saturday, September 14th)     Tuition: $129

Want to stay in compliance? Confused about what you can/cannot do under RESPA Guidelines? Meet with Jennifer Felten, Esq. - RE LAW APC for an in depth discussion and exchange of information;

  • Marketing Limitations under RESPA & California Law!
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  • RESPA - Section 8 - Rules & Penalties!
  • Recent Events Revolving Around RESPA violations!
  • DBO's Key Focus Areas; Your competition and More!
  • What is Value?  Donuts?  Pens?  Open House? & More!
  • RESPA Exceptions! Yes, There are Some!
  • Social Media - A New Era. What is Acceptable and Not!
  • Managing the Risk, Financial & Otherwise!
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  • When to Contact an Escrow Attorney!

Location: National University Costa Mesa    Hours: 8:30 - 12:00
 

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Escheating Funds
(Chris Pruitt)
(Saturday, September 14th)     Tuition: $129 - LAST “ESCHEATING FUNDS” CLASS FOR 2019!

Are you done? Ready to follow the State Regulations?

This interactive class will provide attendees with a “demo” practice session, as you walk through the process in a “live” environment. Bring your questions.

July 1st through October 31st is the time the State Controller’s Office requires all Escrow companies to escheat “old” uncashed checks and closed files with balances remaining. This workshop, conducted by Chris Pruitt, Recon Works, will provide attendees with information they need to know to understand the details and steps that are necessary for properly escheating funds to the State, and in the same class learn the legal ways to avoid escheating funds going forward.

Using the “web”, we will show you step by step the process you need to follow and in doing so, ensure you leave the classroom with a much higher level of knowledge and feeling of self-confidence.

In this class, we will cover:

  • Industry BEST PRACTICES!
  • Escheating time lines you must know and follow
  • The State Controller Office for escheating rules & regulations
  • How to complete the required forms and data input
  • How to read and understand printed reports you will receive
  • How to install systems and procedures that can eliminate or reduce the need to escheat in the future
  • Red Flags & how to beat internal/external fraud
  • Penalties for ignoring or failure to escheat funds
  • And more!

Location: National University Costa Mesa    Hours: 8:30 - 12:00
 

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The Leadership Challenge
(Larry O'Brien)
(Saturday, September 28th)     Tuition: $159

Everything begins and ends with Leadership!  Everything!

Are you "up" for the Leadership Challenge?

To enhance your skills and end results?  Creating an environment where you, your team and your Company can grow well beyond what you are doing today?  It's all about leadership and the need or dynamic leaders to lead the escrow industry of today and tomorrow.  In this fun filled all day workshop, you will learn the following:

  • The difference between Management and Leadership! It's huge!
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  • The need for Leadership now, as the industry undergoes change!
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  • What makes a "great" leader that others will follow!
  • Trusts of great Leaders
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  • Determining the appropriate (situational) Leadership Style!
  • Major mistakes Managers and Leaders make
  • Personal Management/Leadership Assessment tools to help you succeed!
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  • Recognizing your own Leadership strengths through assessment and more.
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  • Creating a culture of sustainable growth (individual, team, Company)!
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  • Establishing organizational alignment on goals and objectives

If you want to be a "true" leader, then Take the Challenge!

Location: National University Costa Mesa    Hours: 8:30 - 3:00
 

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Basic Escrow
(Aaron Lloyd)
(Saturday, September 28th)     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
 

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Commercial Escrow I
(Lynn Yockey)
(Saturday, November 7th)     Tuition: $395 LESS $70.00 if paid by November 1st = $325.00

This class qualifies for C.E.A. approved Professional Designation Credits! Want to diversify your business now, before the market changes? Or have you done a little commercial work here and there but didn’t feel secure in your knowledge? If you are looking to add commercial escrows to your book of business or you want to sharpen your commercial expertise this class is for you.

This workshop will cover:

  • The biggest differences between residential and commercial escrow
  • Common misconceptions about commercial  transactions
  • The three most common types of commercial contracts
  • The different players commonly involved in commercial transactions & how to work with them
  • Tips on how to anticipate what may happen during your commercial escrows
  • Identifying “RED FLAGS” that can derail or delay your Escrow
  • Valuable everyday tools for processing your commercial escrows
  • Managing the Process/Staying On Top
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Location: National University Costa Mesa    Hours: 8:30 - 3:00
 
</li> <li> Watching/reacting to "red flags"</font></li> </ul> SUBJECT-TO TRANSACTIONS</b></font></p> A rarity in a good marketplace, this transaction type is something every Escrow Officer should have in their tool belt of knowledge. A commonplace within the commercial real estate community, learn everything you need to know to successfully process a "subject to" transfer. Instruction will also include:</font></p> <ul> <li> Common pitfalls to avoid</font></li> <li> Legitimacy of this transaction type and repercussions for the Buyer/Seller</font></li> <li> Why go "subject-to" instead of utilizing an AITD or Assumption?</font></li> <li> Title Insurance concerns</font></li> <li> Pro’s vs. Cons</font></li> </ul> How to prepare your documents and much more!</font></span></font></span></p> </font><p> <b><span style="font-size: 10pt; font-family: Arial"> <i> <font face="Tahoma" size="2"> <a href="#4" style="color: #FFffff"> <span style="font-family: Verdana; "> <font color="#0000FF" face="Arial"> <span style="font-family: Arial; color:red"> <font size="6">Location: </font> </span> </font> </span></a> </font></i></span></b> <i> <font face="Tahoma" size="2"> <span style="font-size: 10pt; font-family: Arial"> <b> <font size="6" face="Arial" color="#FF0000"> <a href="#4" style="color: #FFffff; text-decoration: none"> <span style="color: red; "> National University Costa Mesa</span></a></font></b></span></font></i></span><i><b><a href="#4" style="color: #FFffff"><span style="font-family: Arial"><font face="Verdana" color="#FF0000"><span style="font-family: Verdana; "><font face="Verdana"><span style="color: red; font-family:Verdana; "><font face="Arial" size="6">               </font></span></font></span></font></span><span style="font-size: 10pt; font-family: Arial"><font face="Tahoma" size="2" color="#FF0000"><span style="font-size: 11pt; font-family:Arial"><font size="6" face="Arial"><span style="color: red; ">Hours: </span></font></span></font></span></a><span style="font-size: 10pt; font-family: Arial"> <font face="Tahoma" size="2" color="#FF0000"> <span style="font-family: Verdana; font-size:10pt"> <font color="#FF0000" size="6" face="Arial">8</font></span></font></span></b><span style="font-family:Arial; font-weight:700"><font color="#FF0000" size="6">:30 - 12:00</font></i></td> </tr> <tr> <td>  </td> </tr> <tr> <td> <font size="6"> <br> <font color="#FFFFFF"><a name="352">.</a></font><br> </font> </td> </tr> <tr> <td> <font face="Arial" size="6"> <span style="font-weight: 700"><a name="14">Bulk Sale Escrow II</a></span></font><b><font face="Arial" size="6"><br> (Saturday, September 15th)     </font> </b> <span style="font-size: 11pt; font-family:Arial"> <font face="Arial" size="6"> <b> Tuition: $395.00<br> </b> </font></span><b><i><span style="color:red"> <font size="6">LESS $100.00 discount if registered/paid by </font> </span></i></b> <span style="font-style:italic; font-weight:700"> <font size="6" color="#FF0000">September 7th</font></span><span style="font-family:Arial"><p class="MsoNormal"> <font face="Tahoma" size="6"> This<b><i> </i></b>specialty escrow class provides in-depth instruction on the Bulk Sale escrow process and is a continuation to the previously held <b><i>“Bulk Sale I”</i></b> class.   This class will focus on the more complex aspects of the Bulk Sale process.</font></p> </span><span style="font-size: 11pt; font-family:Arial"> <span style="font-family:Arial"> <p class="MsoNormal"><font face="Tahoma" size="6"> Our class will also focus on Bulk Sale escrows where liquor licensing issues are part of the escrow process. Our special guest speaker will spend time for a thorough review of how to process and manage these escrows, PLUS how to effectively work with your ABC Licensing agency. He will provide extensive hand out material. </font></p> <p class="MsoNormal"><font face="Tahoma" size="6"> The instructor’s goal, recognizing that the very first bulk sale you may process could involve a liquor license transfer, a cash short closing, or other similar situations has developed this program to be able to spend more class time with you in developing key aspects and understanding about the bulk sale escrow.</font></p> <p class="MsoNormal"><font face="Tahoma" size="6"> You will learn about:</font></p> </span> <ul style="margin-top: 0in; margin-bottom: 0in" type="disc"> <li class="MsoNormal"><font face="Tahoma" size="6"> The different Laws that affect Bulk Sale and Liquor License escrows!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Recognizing “Red Flags” Early & Throughout Your Escrow!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Alcohol Beverage Control Tips & Nuances To Move Your Escrow Forward!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Processing the Real Property and Bulk Sale combo!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Completing the Paperwork & Different Types of Notice Requirements!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Processing Tax Clearances and Claims!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Handling the Cash Short Closing!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> Holding funds at closing!  Release of funds!</font></li> <li class="MsoNormal"><font face="Tahoma" size="6"> And much, much more!       </font></li> </ul> <span style="font-family: Tahoma"><font size="6">You will receive an <u>extensive and comprehensive manual</u> of Bulk Sale escrow worksheets, hand-outs and other material to use while processing your Bulk Sale Escrows.</font></span><p> <b><span style="font-size: 10pt; font-family: Arial"> <i> <font face="Tahoma" size="2"> <a href="#4" style="color: #FFffff"> <span style="font-family: Verdana; "> <font color="#0000FF" face="Arial"> <span style="font-family: Arial; color:red"> <font size="6">Location: </font> </span> </font> </span></a> </font></i></span></b> <i> <font face="Tahoma" size="2"> <span style="font-size: 10pt; font-family: Arial"> <b> <font size="6" face="Arial" color="#FF0000"> <a href="#4" style="color: #FFffff; text-decoration: none"> <span style="color: red; "> National University Costa Mesa</span></a></font></b></span><b><span style="font-size: 10pt; font-family: Arial"><font face="Arial" size="2" color="#FF0000"><a href="#4" style="color: #FFffff"><font size="6" face="Verdana"><span style="font-family: Verdana; "><font face="Verdana"><span style="color: red; font-family:Verdana; "><font face="Arial">               </font></span></font></span></font></a></font><font size="2" face="Verdana" color="#FF0000"><a href="#4" style="color: #FFffff"><span style="font-family: Verdana; font-size:10pt"><font size="6" face="Arial"><span style="color: red; ">Hours: </span></font></span></a><span style="font-family: Verdana; font-size:10pt"> <font color="#FF0000" size="6" face="Arial">8</font></span></font></span></b></font></i></span><i><span style="font-family:Arial; font-weight:700"><font color="#FF0000" size="6">:30 - 4:00</font></td> </tr> <tr> <td>  </td> </tr> <tr> <td> <font size="6"> <br> <font color="#FFFFFF"><a name="353">.</a></font><br> </font> </td> </tr> <tr> <td> <font face="Arial" size="6"> <span style="font-weight: 700"><a name="6">Escrow Marketing</a></span><span style="font-weight: 400"><br> </span> </font><b><font face="Arial" size="6">(Patty Sather)<br> (Saturday, September 15th)     </font> </b> <span style="font-family:Arial"> <font face="Arial" size="6"> <b> Tuition: $</b><a /span><b>189.00</b></a></font></span><span style="font-size: 11pt; font-family:Arial"><font face="Arial" size="2"><span style="font-size: 10pt; font-family: Arial"><p class="MsoNormal"> <font size="6"><b>Want to learn more ways to generate business, whether in a “booming” or “slowing” market?  In this workshop you will explore ideas on how to market your Company’s services and products from “behind your desk” and “in the field.”</b></font></p> <p class="MsoNormal"> <font size="6">Successful escrow companies know the importance of marketing their services. However, often in the hectic day to day work environment, “marketing” is often the next thing to do!  This class focuses on three key elements: marketing strategies, tips and techniques; and the importance of managing the customer service experience through-out the business relationship.<br> <br> You will learn and have a greater understanding about marketing from both sides of your desk.  From the office to the field.</font></p> <p class="MsoNormal"> <font size="6">Learn</font></p> <ul style="margin-top: 0in; margin-bottom: 0in" type="disc"> <li class="MsoNormal"> <font face="Arial" size="6">How to create a Marketing Action Plan (MAP)!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">What your agent thinks is important in dealing with their escrow officer!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">How to handle “tough” requests, such as reducing your fees, special requests, etc.!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">How to <b> <i>ASK FOR THE BUSINESS!</i></b></font></li> <li class="MsoNormal"> <font face="Arial" size="6">How to handle customer objections during the sales call!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">Understanding RESPA Implications/Limitations </font> </li> <li class="MsoNormal"> <font face="Arial" size="6">Tips on becoming more proactive in your marketing efforts!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">What other people/companies are doing to generate sales!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">Managing the sales call/training others to make the sales call!</font></li> <li class="MsoNormal"> <font face="Arial" size="6">How to take ownership of the customer experience!</font></li> </ul> <p class="MsoNormal"> <font size="6">Bring your questions to class for this <i>guaranteed informative and fun workshop!!!</i> <br> <br> Special discussion on use of Social Media and “best practices”.</i></font></span></font><p> <b><span style="font-size: 10pt; font-family: Arial"> <i> <font face="Tahoma" size="2"> <a href="#4" style="color: #FFffff"> <span style="font-family: Verdana; "> <font color="#0000FF" face="Arial"> <span style="font-family: Arial; color:red"> <font size="6">Location: </font> </span> </font> </span></a> </font></i></span></b> <i> <font face="Tahoma" size="2"> <span style="font-size: 10pt; font-family: Arial"> <b> <font size="6" face="Arial" color="#FF0000"> <a href="#4" style="color: #FFffff; text-decoration: none"> <span style="color: red; "> National University Costa Mesa</span></a></font></b></span></font></i></span><i><b><a href="#4" style="color: #FFffff"><span style="font-family: Arial"><font face="Verdana" color="#FF0000"><span style="font-family: Verdana; "><font face="Verdana"><span style="color: red; font-family:Verdana; "><font face="Arial" size="6">               </font></span></font></span></font></span><span style="font-size: 10pt; font-family: Arial"><font face="Arial" size="2" color="#FF0000"><span style="font-family: Verdana; font-size:10pt"><font face="Tahoma" size="2"><span style="font-size: 11pt; font-family:Arial"><font size="6" face="Arial"><span style="color: red; ">Hours: </span></font></span> </font> </span></font></span></a></b> <span style="font-family:Arial; font-weight:700"> <font color="#FF0000" size="6">8:30 - 3:00</font></i></td> </tr> <tr> <td> <font size="6"> <br> <font color="#FFFFFF"><a name="331">.</a></font><br> </font> </td> </tr> <tr> <td> <font face="Arial" size="6"> <span style="font-weight: 700"><a name="6">Escrow </a></span><a name="6"><span style="font-weight: 700"> Busines Forum - What You Need To Know</span></a><span style="font-weight: 400"><br> </span> </font><b><font face="Arial" size="6">(Patty Sather)<br> (Saturday, September 29th)     </font> </b> <span style="font-family:Arial"> <font face="Arial" size="6"> <b> Tuition: $</b><a /span><b>139.00</b></a></font></span><span style="font-size: 11pt; font-family:Arial"><span style="font-size: 11pt; font-family:Arial"><font face="Arial" size="7"><p STYLE="margin-bottom: 0in"> Led by <i><b>Jennifer Felten, Esq. (RE LAW, APC)</b></i> our <font COLOR="#ff0000"><i><b>“Escrow Business Forum”</b></i> </font>is loaded with new laws & regulations and current updates on industry “HOT” topics that we believe you need to know!<br>  </p> <p STYLE="margin-bottom: 0in">Our FORUM will include (not an all inclusive list) the following topics:</p> <ul> <li> <p STYLE="margin-bottom: 0in">Impact of FINCEN Geographic-Targeting Order-Dept. of Treasury & Money Laundering</li> <li> <p STYLE="margin-bottom: 0in">FIRPTA - Basics</li> <li> <p STYLE="margin-bottom: 0in">Electronic/Remote Notarization – Current Issues</li> <li> <p STYLE="margin-bottom: 0in">DBO – New Accounting Rules/Change in Accounting & Audit Procedures</li> <li> <p STYLE="margin-bottom: 0in">Digital Currency – Bitcoin</li> <li> <p STYLE="margin-bottom: 0in">Blockchain – New Technology & How It Works</li> <li> <p STYLE="margin-bottom: 0in">Escrow Cannabis Transactions – Up To Date Information on Industry Practices/Concerns</li> <li> <p STYLE="margin-bottom: 0in">HOA Issues That Can Impact Your Escrow</li> <li> <p STYLE="margin-bottom: 0in">And More!</li> </ul> </font></span> <p> <b><span style="font-size: 10pt; font-family: Arial"> <i> <font face="Tahoma" size="2"> <a href="#4" style="color: #FFffff"> <span style="font-family: Verdana; "> <font color="#0000FF" face="Arial"> <span style="font-family: Arial; color:red"> <font size="6">Location: </font> </span> </font> </span></a> </font></i></span></b> <i> <font face="Tahoma" size="2"> <span style="font-size: 10pt; font-family: Arial"> <b> <font size="6" face="Arial" color="#FF0000"> <a href="#4" style="color: #FFffff; text-decoration: none"> <span style="color: red; "> National University Costa Mesa</span></a></font></b></span></font></i></span><i><b><a href="#4" style="color: #FFffff"><span style="font-family: Arial"><font face="Verdana" color="#FF0000"><span style="font-family: Verdana; "><font face="Verdana"><span style="color: red; font-family:Verdana; "><font face="Arial" size="6">               </font></span></font></span></font></span><span style="font-size: 10pt; font-family: Arial"><font face="Arial" size="2" color="#FF0000"><span style="font-family: Verdana; font-size:10pt"><font face="Tahoma" size="2"><span style="font-size: 11pt; font-family:Arial"><font size="6" face="Arial"><span style="color: red; ">Hours: </span></font></span> </font> </span></font></span></a></b> <span style="font-family:Arial; font-weight:700"> <font color="#FF0000" size="6">8:30 - 12:00</font></i></td> </tr> <tr> <td> </td> </tr> </table> </div> </td> </tr> <tr> <td> <font size="7" face="Arial"> <br> <font color="#FFFFFF"><a name="39">.</a></font><br> </font> </td> </tr> <span style="font-family: Tahoma;Escrow, Cyber & Wire Fraud/Identity Theftheftheftommercial Documents; Purpose and Use!</span></font></li> <li class="MsoNormal"> <tr> <td>  </td> </tr> </table> </span></td> </tr> </table> </div> <div align="center"> <table border="0" width="98%" cellspacing="0" cellpadding="0"> <tr> <td align="center" bgcolor="#FFFFFF"> </td> </tr> <tr> <td bgcolor="#2C3E50"> <p align="center"><font size="7" color="#FFFFFF" face="Arial"> CONTACT US<br> </font> <a href="tel:+19495891460" style="color: #ffff00"><font size="7" face="Arial"> 949-589-1460</font></a><font size="7" color="#FFFFFF" face="Arial"><br> </font><a target="_blank" href="mailto:Lobrien.eti@att.net"> <font size="7" face="Arial" color="#FFFFFF">Lobrien.eti@att.net</font></a><font color="#FFFFFF" size="7" face="Arial"><br> </font><font size="7" face="Arial" color="#0000FF"> <a target="_blank" href="http://www.escrow-eti.com"> <font color="#FFFFFF">www.escrow-eti.com</font></a></font></td> </tr> </table> </div> </body> </html>