May 17 – 19, 2013
Lake Arrowhead Resort & Spa
27984 Highway 189
Lake Arrowhead, California
Conference Sponsors
Platinum
Citizens Business Bank
EC Purchasing
RBJ Software, Inc.
SMS
Silver
City National Bank
Knapp, Petersen & Clarke
Lockton Insurance Brokers, LLC
Opus Bank
Rammell & Company CPAs
“Alpine
Gold
Bank of the West
East West Bank
Exeter 1031 Exchange Services
Union Bank
Bronze
Bank of Santa Clarita
Commerce National Bank
Adventure”
Program Agenda
FRIDAY – May 17
10:00 – 2:00 pm
1:00 – 4:30 pm
2:30 – 4:30 pm
Board of Directors Meeting (Stars Room)
Conference Registration (Ballroom Foyer)
SPECIALISTS MEETING – Mortgage, Real Estate, and Title Industry Panel
(Pinecone & Acorn Rooms)
Carri Wingard, Owner & Branch Manager of Mortgage Tree Financial. Carri will cover:
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Tips to help expedite the beginning processes when dealing with Lenders
Why is there no consistency with lender requirements?
Myths about FHA vs. Conventional financing
CFPB – How they have changed how we do business
Tips to help expedite the funding process of an escrow
Doug Shepherd – Owner & Broker of Shepherd Realty Group and Outlook Escrow. Doug will
cover:
– The hot topic is lack of inventory. But so what? What does it mean to you? What effect does low
inventory have on my escrow?
Doug will also address doing business in the age of NO inventory and ever tightening lender
underwriting. What a broker/agent wants from their escrow provider in this changing marketplace.
Lee Wilson – Title Operations Manager, First American Title
Back by popular demand, Lee will cover a range of topics on the minds of the title industry under
the ever changing regulatory requirements that title and the general real estate market face today.
5:00 – 6:30 pm
Oktoberfest Cocktail Reception (Lakeview Terrace Room & Patio)
Come for some bratwurst, warm potato salad, red cabbage, soft pretzels, apple strudel, beer and
good conversation with those in your industry and our Affiliates! Casual Dress but if you want to
wear your Lederhosen and Trachten please do! So plan on attending and make sure you reserve
your spouse or friend for this Reception on the Conference Registration Form.
Member Company Cost: $60 pp / Non-Member Company Cost: $70 pp
SATURDAY & SUNDAY MEETINGS IN THE ARROWHEAD BALLROOM
SATURDAY – May 18
8:00 – 9:00 am
8:00 am – 12:00 pm
9:00 – 9:15 am
Buffet Breakfast (Arrowhead Ballroom)
Registration (Ballroom Foyer)
Welcome / Opening Remarks (Arrowhead Ballroom)
Convener: Paula Franks – President, Escrow Institute of California
9:15 – 10:15 am
OVERVIEW OF NEW NATIONAL & STATE SERVICING STANDARDS AND UPDATE
ON MARKET TRENDS
Eileen Newhall, Staff Director, Senate Banking & Financial Institutions Committee, California
Legislature will be our special guest to provide an overview of the recently released National
Servicing Standards and California Servicing Rules enacted in 2012. Ms. Newhall will also provide
a brief summary of market trends in California.
10:15 – 10:30 am
BREAK
10:30 – 11:45 am
FRAUD, LITIGATION AND HACKERS – IT’S A DANGEROUS WORLD, BUT DON’T
WORRY…IT’S INSURABLE
Adam McDonough, Lockton Insurance Brokers, LLC will explain how Fidelity, E&O and Cyber
Insurance can help protect your business from the very real threats of internal and external fraud,
customer litigation and hacker attacks. Information on the special insurance programs exclusively
available to EIC Members, and why they matter now more than ever.
OVERVIEW OF ESCROW INSTITUTE BENEFITS PROGRAM AND UPDATE ON
IMPLEMENTATION OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT
(Obamacare)
Pat O’Brien, RealCare Insurance Marketing, will review the exclusive insurance programs available
only to Escrow Institute Members; and provide an update on the latest Health Care Reform news –
including the Covered California Insurance Exchange, employer mandate regulations and other
changes to the health insurance market for 2014.
11:45 am – 1:00 pm
LUNCHEON (Lakeside Lawn or Lakeview Terrace Room – weather backup)
Our very special Keynote Speaker Jan Owen, Commissioner of the Department of Corporations
will join us to discuss a number of issues including the Commissioner’s recent bulletin on “vetting.”
1:00 – 2:15 pm
ROUNDTABLE WITH MICHAEL, STEVE AND ROSE
In probably an industry first, we will have Michael Haas, Morton Alan Haas & Co., Steve Garcia,
Esq., Knapp, Peterson & Clarke, and Rose Pothier, Esq., Pothier & Associates on the same dais
together. Everything will be fair game with this dynamic trio.
2:15 – 2:30 pm
BREAK
2:30 – 3:15 pm
UPDATE ON 1031 LIKE-KIND EXCHANGES
Bill Exeter, President and Chief Executive Officer for Exeter Exchange Services, LLC will provide
an update on 1031 exchanges, the market trends as we come out of this recession, and some of
the state and national issues facing exchange accommodators.
3:15 – 4:15 pm
CALIFORNIA HOUSING UPDATE
Speaker: Steven Thomas, ReportsonHousing.com
Steven will gaze into that crystal ball and review the housing market thus far and provide a forecast
for the balance of the year with insights into local and federal policy that affects the housing market.
4:30 pm
ADJOURN FOR THE DAY – Enjoy your Evening!
SUNDAY – May 19
8:00 – 8:45 am
Buffet Breakfast (Arrowhead Ballroom)
9:00 – 10:00 am
LEGISLATIVE/REGULATORY POTPOURRI – UPDATES/REPORTS FEDERAL/
STATE INITIATIVES
This session will provide updates on various federal and state legislative proposals and regulatory
initiatives that may or may not have been covered during the Conference sessions. This will be the
Conferees opportunity to provide further input and suggestions for any of our current and future
legislative and regulatory initiatives such as:
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“Vetting” of Settlement/Title Service Providers
CFPB Proposed Settlement Disclosure Forms and Regulations
Lender Demands/Requirements and Issues
And, much more
Convener: Tim Egan, C.E.O., Escrow Institute
Panelists: Diane Boudreau-Tschetter, First Vice President – State Affairs
PJ Garcia and Beulah Stidham, Co-First Vice Presidents – National Affairs
Special Guests: From the National Association of Independent Land Title Agents (NAILTA) – we
will have Anthony Affatati – President and Robert Holman, Esq. - Secretary
10:00 – 10:15 am
BREAK
10:15 – 11:45 am
EMPLOYEE/LABOR RELATIONS ISSUES – CURRENT DEVELOPMENTS IN LABOR
AND EMPLOYMENT LAW.
Did you know effective May 7, 2013, that all employers must now use a new I-9 Form to establish
legal right to work in the U.S.? This and other important employment and labor related
developments will be covered. Also bring your questions for this panel of labor relations experts.
Panelists:
Thomas H. Petrides, Partner
Christina N. Goodrich, Associate
Law Firm of K&L Gates, LLP (Los Angeles)
11:45 am – 12:00 pm Raffle Giveaways
12:00 pm
WRAP-UP and any other business
12:30 pm
CONFERENCE ADJOURNMENT
Credits – 9.5 Credits: Friday – 2.0 / Saturday – 5.0 / Sunday – 2.5