The Business of Escrow

SCHEDULE OF ESCROW CLASSES
SPRING, SUMMER, FALL & WINTER 2008

All Classes Are Co-Sponsored By Tri County Escrow Association
CEA Professional Designation Credits Given To Eligible Attendees

Class/Instructor	Date/Time/Location	Cost	Description
Notes and Deeds of Trust Beginning Colleen Graves, CEI Register Here	Saturday May 10, 2008 8:30 p.m. - 12:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for the student who wants to learn the basics of handling Notes and Deeds of Trust from beginning to end.
Demystifying the Loan Process Liz Simmons, CEO Register Here	Saturday May 10, 2008 1:00 p.m. - 5:00 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class will give an overview of the loan process and how it relates to your escrow, discussing the different types of loans. We will focus on the timetable of the loan process to aid the escrow officer in anticipating the needs of the lender as well as reviewing loan conditions, fees (on the proper HUD lines) and signing up loan documents.
CEA Approved Escrow Procedures III Nancy Stalter, CEI Register Here	Saturdays May 17, 24 & 31, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$499	This is an advanced escrow course (for students who have passed Escrow I or have experience in escrow) focusing on more complicated escrows, such as Bulk Sales, Mobile Home, Exchange and Tract.
Beginning Bulk Sales Nancy Stalter, CEI Register Here	Saturday May 24, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$299	This is the second day of our Escrow III class, If you are interested in learning about Bulk Sales only, you may also register for this class.
Advanced Bulk Sales Tamara Stoebe, CEI Register Here	Saturday June 7, 2008 8:30 a.m. - 12:30 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for those students who have completed the Beginning Bulk Sale class or have some knowledge of Bulk sales want to further their education. This class will deal primarily with liquor license transfers; what to do when there is not enough money to pay creditors; and other unusual situations.
Advanced Mobile Homes Tamara Stoebe, CEI Register Here	Saturday June 7, 2008 1:00 a.m. - 5:00 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for those students who have some knowledge of Mobile Home Escrows. The course will focus on dealer sales, refinances, dead (or missing) Registered Owners or Land Lords and other unusual situations.
CEA Approved Escrow Procedures II Nancy Stalter, CEI Register Here	Saturdays September 20, Oct. 11 & 18 2008 8:30 a.m. - 4:30 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$499	This is an intermediate escrow class focusing on more complicated escrow and title issues. Emphasis will be placed on amendments, refinance, sale with seller carryback and sale with assumption escrows.
Professional Designation Nancy Stalter, CEI Register Here	Saturday September 13, 2008 8:30 p.m. - 12:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$99	This will be an interactive workshop with an actual practice test and tips to help prepare you for the PD exam. Please bring a hand held calculator.
Prorations & Balancing the Escrow File Nancy Stalter, CEI Register Here	Saturday September 13, 2008 1:00 p.m. - 5:00 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	The focus of this workshop will be in depth calculations of prorations and files. Please bring a hand held calculator (a calculator with tape is more helpful).
Beginning Bulk Sales Nancy Stalter, CEI Register Here	Saturday September 27, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$299	This is the second day of our Escrow III class, If you are interested in learning about Bulk Sales only, you may also register for this class.
Notes and Deeds of Trust Beginning Colleen Graves, CEO Register Here	Saturday October 25, 2008 8:30 a.m. - 12:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for the student who wants to learn the basics of handling Notes and Deeds of Trust from beginning to end.
Operating Procedures for an Escrow Company Liz Simmons, CEO Register Here	Saturday October 25, 2008 1:00 a.m. - 5:00 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class deals with the operations of the escrow company. The class will focus on giving better internal controls to escrow operations managers. Topics discussed will include trust accounting, age trial balance reports, outstanding check reports, dormant funds, escheating funds, and auditing escrow files.
Refinance Processing Liz Simmons, CEO Register Here	Saturday November 1, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125
Beginning Bulk Sales Nancy Stalter, CEI Register Here	Saturday November 8, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$299	This is the second day of our Escrow III class, If you are interested in learning about Bulk Sales only, you may also register for this class.
Understanding the Purchase Contract and Joint Escrow Instructions; 1099, FIRPTA & California Withholding Laws *David A. Shean, CEI*** Register Here	Saturday November 15, 2008 8:30 a.m. - 4:30 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$175	This all day class will focus on understanding how Escrow Holders need to interpret and work with the RPA-CA Contract, Addendums and Riders. We will also examine in detail the escrow responsibilities and liabilities for dealing with the 1099-S, Foreign Investment Real Property Tax Act and California Withholding regulations.
Commercial Escrows Miriam Brown, CEI Register Here	Saturday November 22, 2008 8:30 a.m. - 12:30 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for the student who wants to learn the basics of handling Commercial transactions from beginning to end.
Difficult and Unusual Escrows Colleen Graves, CEI Register Here	Saturday November 22, 2008 1:00 p.m. - 5:00 p.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class will deal with the more challenging types of Escrows. It is designed to prepare the student with confidence in handling transactions such as AITD's, Land Contracts, Short Sales, Subject To, and Assumptions. Students will focus on the basics of the above escrows; learn to tell the difference and how to recognize them on Preliminary Reports; and learn how to work with the lender in processing, closing and paying off these types of escrows.
Advanced Bulk Sales/ Tamara Stoebe, CEI Register Here	Saturday December 6, 2008 8:30 a.m. - 12:30 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for those students who have completed the Beginning Bulk Sale class or have some knowledge of Bulk sales want to further their education. This class will deal primarily with liquor license transfers; what to do when there is not enough money to pay creditors; and other unusual situations.
Advanced Mobile Homes Tamara Stoebe, CEI Register Here	Saturday December 6, 2008 1:00 a.m. - 5:00 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class is designed for those students who have some knowledge of Mobile Home Escrows. The course will focus on dealer sales, refinances, dead (or missing) Registered Owners or Land Lords and other unusual situations.
Avoiding Escrow Losses and Claims Nancy Stalter, CEI Register Here	Saturday December 13, 2008 8:30 a.m. - 12:30 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	In today's litigious society, the escrow agent is likely to be named in a lawsuit if the slightest thing has not been done correctly. The real life situations wherein someone in the escrow industry has had first hand exposure to lawsuits and/or losses that have been extremely costly are the basis of this seminar.
Get That Loan Funded *Liz Simmons, CEO* Register Here	Saturday December 13, 2008 1:00 a.m. - 5:00 a.m. Courtyard by Marriott 11525 Mission Vista Drive MAP Rancho Cucamonga	$125	This class will provide you with tips for avoiding funding delays. You can make your life easier from loan approval to funding by avoiding some pitfalls.
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