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October 22-24, 2015 Long Beach Convention Center and Hyatt Regency Long Beach REGISTRATION INFORMATION

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Page 1: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

October 22-24, 2015Long Beach Convention Centerand Hyatt Regency Long Beach

REGISTRATION INFORMATION

Page 2: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

Register online: www.ceaescrow.org 1 62ND ANNUAL CONFERENCE

LOCATIONThis year’s conference will be held in Costa Mesa, at the Hilton Costa Mesa Hotel.

Hilton Costa Mesa3050 Bristol StreetCosta Mesa, CA 92626714.540.7000www3.hilton.com/en/hotels/california/hilton-orange-county-costa-mesa-SNACMHH/index.html

CEA Guest Room Rate – $165 for single/double occupancy. Please make your hotel reservations by Wednesday, September 11, 2017 to insure availability and rate.

ESCROW AWARDS LUNCHEONT his year ’s lunche on on S aturday will feature award presentations for outstanding achievement in the following areas: Regional Newsletter Award, Regional Community Spirit Award, Rose Pothier Scholarship Awards, Director Awards, and the Lifetime Achievement Award. Be sure to join us to celebrate your fellow escrow practitioners!

CEA 2017 MARK CONIGLIO MEMORIAL GOLF TOURNAMENTJoin your fellow golfers on Thursday, October 12, 2017 at the Bella Collina San Clemente Golf Club for our annual shotgun golf tournament. Tee-off is at 12:00 noon but plan to arrive by 8:30 am to warm up at the range and participate in the putting contest. Please complete separate form.

Bella Collina San Clemente200 Avenida La PataSan Clemente, CA 92673www.bellacollinasanclemente.com(Transportation on own)

ESCROW EXPOCome see the latest in services and products to help make your job easier plus visit fun lifestyle vendors who will help you get a jump start on your holiday gift giving. See page 8 of this brochure for a list of exhibitors (at time of publication).

COCKTAIL RECEPTION Join your fellow conventioneers and visit with your exhibitor friends immediately following the education sessions on Friday, October 13th for cocktails, hors d’oeuvres, karaoke contest, door prize drawings, and fun!

SPONSORSHIP AND EXHIBIT OPPORTUNITIESThere are many opportunities available for companies to sponsor items and to exhibit at this year’s conference. For information about the sponsorships / exhibiting opportunities that are available, contact CEA Headquarters at [email protected] or 916.239.4075. You can also download the forms from www.ceaescrow.org.

NO REGRETS MEETING POLICYIf you attend this year’s conference as a paid full registrant, member or non-member, haven’t attended a conference within the past three years and you are not completely satisfied with the meeting, you will receive a 100% refund of your registration fee.  Please contact Jennifer Blevins at [email protected] regarding this policy.  Thank you.

PROFESSIONAL DESIGNATION CREDITSPD holders can earn up to 12.5 continuing education credits and receive a discounted registration fee. Note: a PD exam will be held on Sunday, October 15th. Separate application and fees required.

Please refer to the CEA website for details: www.ceaescrow.org/#pagePD.

GENERAL INFORMATIONPlease register online or complete the registration form included in this brochure and return it with your payment. Please note that registrations postmarked by September 23rd will receive an early bird discount. Please note the following items:

Confirmation of Registration – You will receive an e-mail confirming receipt of your registration.

Fees – All fees must accompany your registration. Registration deadlines are listed on page 6.

Cancellation – All cancellations must be made in writing. Cancellations received on or before September 30, 2017 will receive a full refund LESS a $50 processing fee. No refunds will be granted after September 30th.

THE PANTHEONBe sure to enjoy a breather at The Pantheon, located in the Hilton Costa Mesa Ballroom, during the Conference – your relaxation spot for networking and visiting the exhibitors.

MORE INFORMATIONCalifornia Escrow Association

2520 Venture Oaks Way, Suite 150Sacramento, CA 95833916.239.4075 – phone916.924.7323 – [email protected]

General Information

This year’s Conference logo and The Fraudster rendition created by “Alice In Escrowland” author, Sandra Coopersmith.

Page 3: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

62ND ANNUAL CONFERENCE 2 Register online: www.ceaescrow.org

10:00 am – 10:15 am Expo Break! See you at The Pantheon!

10:15 am – 11:30 am SESSION (1.25 PD credits) The Electronic Menace? All Things “E”

(Besides Escrow) All things “E” and how it affects our E-scrow! Presented

by “The Shield” a.k.a. Steve Garcia, Esq. E-mail, E-Signatures, E-File Storage, E-Transfer, E-Media: How to Avoid Getting Zapped in an E-World. In the mold of Clark Kent, Steve Garcia is a mild-mannered lawyer, mediator, and public servant who dedicates himself to educating and shielding the Escrow Industry from those forces which seek to do it harm. With humor and poignancy, he seeks to bring wisdom, knowledge, and new perspectives to those in Escrow to help them in their never-ending battle to serve their clients throughout the land.

Steve Garcia, Esq., Garcia Legal, APC “The Shield”

11:30 am – 12:45 pm OPENING LUNCH (1.25 PD credits) We proudly introduce Sally French Tyler, our Super

Power “Oracle,” our Friday Keynote luncheon speaker who will share key-note insights on our role in the real estate world as well as predictions for the future. Sally French Tyler is President of the National Commercial Services Division of First American Title Insurance Company. Her decades in the industry have given her a unique perspective on business strategy, recruitment, training, customer development, underwriting, escrow, closing and more. Connecting her past experience with predictions for the future, Sally will take the industry full circle in this captivating event.

Sally French Tyler, FIrst American Title “The Oracle”

12:45 pm – 1:00 pm Expo Break! Let’s meet at The Pantheon!

1:00 pm – 2:15 pm SESSION (1.25 PD credits) Technology and You. It’s Complicated. We live in an ever-changing world of technology. Artificial

Intelligence? Check. Robotics? Check. Nanotechnology? Check. “The TechMaster” – Aaron Norris of The Norris Group – is our superhero. Let The Master show you it’s NOT complicated and how Virtual Reality is becoming The Reality!

Aaron Norris, The Norris Group “The TechMaster” 2:15 pm – 2:30 pm Expo Break! Going to The Pantheon!

THURSDAY, OCTOBER 12, 2017

8:15 am – 4:30 pm Notary Class (Separate registration required.)

12:00 noon CEA 2017 Mark Coniglio Memorial Golf Tournament

Bella Collina San Clemente 200 Avenida La Pata • San Clemente, CA 92673 Transportation on own. Check in by 10:30 am. (Separate registration required.)

4:00 pm – 6:00 pm Registration Open

FRIDAY, OCTOBER 13, 2017

7:30 am – 6:00 pm Registration Open

7:30 am – 8:30 am Continental Breakfast at The Pantheon!

7:30 am – 4:00 pm Escrow Expo Open at The Pantheon!

8:30 am – 8:45 am Welcome! by the CEA President

8:45 am – 9:00 am SESSION (.25 PD credit) Uniform Closing Initiative What’s going on in the world of the Uniform Closing

Initiative (UCI)? Presented by “The World Builders” – Nancy Silberberg, President of Escrow Institute of

California and Dave Shean, CSEO, AEA Government Affairs Committee Member. Will this finally become a Reality? Will this make our work Easier? Status of this work in progress to be briefly presented by our very own Nancy and Dave, members of the Steering Committee put together by MISMO, a subsidiary of MBA, to address this issue. Can we Hold Our Breath (HOB) without asphyxiating?

Nancy Silberberg, Altus Escrow David Shean, Escrow Essentials “The World Builders”

9:00 am – 10:00 am SESSION (1.0 PD credit) State of our Great State of California Conference 2017 is proud to present Senator Mike

Morrell of California’s 23rd Senate District (San Bernardino and Riverside counties). Senator Morrell is a member of the State Senate Insurance, Banking, and Financial Institutions Committee, a friend of small businesses and, as a past owner of real estate and mortgage companies, he possesses an in-depth knowledge of the ins and outs of the title, real estate and mortgage industry. He knows our joys and feels our frustrations! He is our Hero in Sacramento!

Senator Mike Morrell, 23rd Senate District

FRIDAY, OCTOBER 13, 2017 (cont’d)

Conference Schedule12.5 PD Credits Available

All events will be held at the Hilton Costa Mesa.

Page 4: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

Register online: www.ceaescrow.org 3 62ND ANNUAL CONFERENCE

2:30 pm – 3:30 pm SESSION (1.0 PD credit) 1099 Changes – Why Us? What is the IRS and FTB up to and what fallout are we

looking at when the hammer starts swinging down? Michael Haas, CPA is “The Reckoner” and he will hold off those Weapons of Mass Destruction (WMD) with answers and a lot of “do’s and don’t’s.” Worry not, but only if you join us at Conference!

Michael Haas, CPA “The Reckoner” 3:30 pm – 3:45 pm Expo Break! Heading to The Pantheon!

3:45 pm – 5:00 pm SESSION (1.25 PD credits) Money Laundering – How Does This

Affect Your Closing? FinCEN is monitoring this through their “Geographical

Targeting Order (GTO)” and we have to use our super powers of observance to be aware. What do we watch for? What is the history and the issues with this new regulation? Kevin Bell, Research and Enforcement Specialist, Enforcement Division will show us how they guard against the problems of money laundering through our transactions!

Kevin Bell, FinCEN Research and Enforcement Specialist

5:00 pm – 9:00 pm The Super Powers are Gathering at The Pantheon!

SATURDAY, OCTOBER 14, 2017

7:30 am – 4:30 pm Registration Open

7:30 am – 3:00 pm Escrow Expo Open at the Pantheon!

7:30 am – 8:30 am Have Some Continental Breakfast at The Pantheon!

8:30 am – 8:45 am A Warm Welcome to the American Escrow Association

Conference 2017 welcomes Sheryl Oldham, SASIP, 2017-2018 President of the American Escrow Association and our “Master of the Escrow Universe” Super Hero. Sheryl will provide us with a brief summary of what issues AEA is fighting for our industry this upcoming year. Go, Sheryl! Go AEA!

Sheryl Oldham, SASIP President “Master of the Escrow Universe”

8:45 am – 10:00 am SESSION (1.25 PD credits) Fighting the Fraudsters –

Who’s Winning the Tug-of-War? It’s us against those Fraudsters! Helping us fight those

Fraudsters who want our Trust Accounts will be our “Fraud Avengers,” a.k.a. Matthew Davis, Esq. and

Michael Sohn. Attorney and public servant, Matt and Michael throw up a shield with their Super Hero knowledge and expertise and push back against those who seek to disappear with the consumers’ money. How do they avenge them? What can they teach us about the form these Fraudsters take? Come and learn about the what, the how, and the who we need to watch for.

Matthew Davis, Esq., Davis & Davis Law Group, APC Michael Sohn, FBI Supervisory Special Agent “The Fraud Avengers”

Conference Schedule12.5 PD Credits Available

All events will be held at the Hilton Costa Mesa.

FRIDAY, OCTOBER 13, 2017 (cont’d)

Page 5: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

62ND ANNUAL CONFERENCE 4 Register online: www.ceaescrow.org

SATURDAY, OCTOBER 14, 2017 (cont’d)

Conference Schedule12.5 PD Credits Available

All events will be held at the Hilton Costa Mesa.

10:00 am – 10:15 am Expo Break! Meet you at The Pantheon!

10:15 am – 11:30 am SESSION (1.25 PD credits) Claims! Prevention! Resolution! A presentation by the “Claims Buster” a.k.a. Lisa Tyler,

Senior Vice President, National Escrow Administrator of the Fidelity Family of Companies. Lisa has traveled 519,546 miles by planes, trains and automobiles, stayed in 374 hotel rooms, rented 183 cars, wore out 5 laptops, 4 Blackberrys, 3 iPhones and two training coordinators, was deposed 38 times, trained 14,882 employees and published 120 issues of Fraud Insights. She is our HERO!

Lisa Tyler, Fidelity National Title “The Claims Buster”

11:30 am – 1:00 pm Lunch Annual Business Meeting, Awards, and Installation.

1:00 pm – 1:15 pm Expo Break! The Pantheon here we come!

1:15 pm – 2:30 pm SESSION (1.25 PD credits) Tales from the Front Lines –

Fighting the Fight. Every. Single. Day. What horror stories are lurking at our desks? What deep,

convoluted scenarios are we faced with that should be brought to light and smashed away? Join The Escrow League – Jennifer Felten, Rose Pothier and Michele Kibbe – in their quest to bring light to the dark and set the escrow world on its right axis of power!

Jennifer Felten, Esq., RELAW, APC Michele Kibbe, CEO, Pacific Homeland Escrow Rose Pothier, Esq., Pothier & Associates “The Escrow League”

2:30 pm – 3:00 pm Final Expo Break! Take a breather at The Pantheon! Exhibitor and Passport Drawings

3:00 pm – 4:30 pm SESSION (1.5 PD credits) Guarding the Escrow Galaxy

Who are guarding the doors to our escrow world? Who keeps us up-to-date on what’s happening in those hallowed halls of government? None other than Michael Belote, Esq. and Lexi Howard, Esq. – our “Advocates” and our Guardians of the Escrow Galaxy! Their understanding of the legislative process, their in-depth analysis of those SB’s and AB’s that will slam us in the head, and their humor in presenting this subject makes this the most popular session of Conference every year. You miss, you lose!

Michael D. Belote, Esq., California Advocates, Inc. Lexi Purich Howard, Esq., California Advocates, Inc. “The Advocates”

4:30 pm Final Drawings

4:30 pm Conference Adjourns

SUNDAY, OCTOBER 15, 2017

8:00 am – 4:00 pm P.D. Exam (Separate registration required.)

SATURDAY, OCTOBER 14, 2017 (cont’d)

Page 6: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

Register online: www.ceaescrow.org 5 62ND ANNUAL CONFERENCE

For New & Renewing Notaries

Thursday, October 12th

Special Pricing for California Escrow Association Members

Hilton Hotel Costa Mesa

3050 Bristol St.

Costa Mesa, CA 92626

Course Cost $89.99 + State Exam after Class

For renewing your Notary Commission it is recommended that you take the State Exam at 6-12 months before the

expiration to avoid a break in your commission. Processing of commissions is taking several months. This

seminar is being presented by Duane Gomer Inc. an approved Notary Education Vendor with the Secretary of

State. They have a history of outstanding passing rates at a reasonable price and are the recommended course

provider for the California Escrow Association.

REGISTER EARLY SO YOU CAN START TO STUDY

When you register for the class you will receive a link to read the State Notary Handbook and to study 138 sample exam

questions that will really prepare you to pass. The extensive course covers all the new regulations, forms and new fines and

penalties. To attend this NOTARY CLASS, complete the following information and return to (949) 455-9931

Questions: (800) 439-4909 or visit www.NotariesUnlimited.com

(Please Print)

NAME:

ADDRESS: CITY: ZIP:

PHONE NO. FAX NO.

E-mail:

Cost of class for CEA Members - $89.99

CIRCLE ONE: MC Visa Amex Disc AMOUNT $

CREDIT CARD # EXP. DATE CCV CODE

SIGNATURE: CA DRIVER’S LICENSE # EXP. DATE month/Day/year

Reservation Required

Schedule

8:15 - Check in 8:30 a.m – 11:30 a.m – Class

11:30 a.m – 12:15 p.m – Lunch 12:15 p.m – 3:30 p.m – Class

3:30 p.m – Register & Pass Exam

State Test Same Day State officials give the test. Bring your Photo ID (Driver’s License, etc.) and $40 check to “Secretary of State”. Bring two #2 pencils for the exam and one 2” x 2”

color photo of yourself.

Page 7: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

62ND ANNUAL CONFERENCE 6 Register online: www.ceaescrow.org

You can also register online at www.ceaescrow.org. Please register early; seating is limited.

PLEASE TYPE OR PRINT — For additional registrations, please duplicate this form

Last Name: ___________________________________________________ First Name: ________________________________________________

Title: _______________________________________________ Company, if applicable: ________________________________________________

Address: ________________________________________________________________________ ■ Home Address ■ Business Address

City: ________________________________________________________________________________ State: _________ Zip: ________________

Telephone: ____________________________ Fax: _____________________________ E-Mail: _________________________________________

Regional Associations: _______________________________________________________________________________________________________

Please list any special dietary/physical needs: ________________________________________________________________________

________________________________________________________________________________________________________________

IMPORTANT: Please initial here if you DO NOT want your name and address provided to our vendors/exhibitors/sponsors: _________

EARLY – on or before 9/23/17 REGULAR – after 9/23/17 & onsite

Member Non-Member Member Non-Member

Full Registration $365 $575 $450 $660 $ _______

Single Day Friday Saturday $230 $440 $290 $500 $ _______

Friday Night Only $35 $35 $35 $35 $ _______

Full Registration, PD Holder** $340 N/A $425 N/A $ _______

GRAND TOTAL DUE $ ____________

I plan to attend the following events. Note, this is so that we have an estimated attendance count. You are not committed to attend your selection, nor does CEA guarantee your space.

■ Notary Class ■ Friday Lunch ■ Friday Night ■ Saturday Lunch

**Please check all that apply: ■ CEO ■ CEI ■ CLEO ■ CBSS ■ CSEO ■ CMHS ■ CSLEO ■ CET

CANCELLATION POLICY

Cancellations must be submitted in writing to CEA Headquarters. Cancellations received on or before September 30, 2017

will receive a full refund, less a $50 per person processing fee. No refund will be granted after September 30, 2017.

PAYMENT — Please check all that apply

ENCLOSED IS: ■ Check Number _______

■ Charge my Credit Card: ■ MasterCard ■ Visa ■ American Express Amount: ________________

Card Number: _______________________________________________________ Exp: __________________ CID Number: _________

Name on Card: _____________________________________ Signature of Cardholder: ________________________________________

Credit Card Billing Address: _________________________________________________________________________________________

PLEASE RETURN COMPLETED REGISTRATION FORM WITH PAYMENT TO:

CEA HEADQUARTERS • 2520 VENTURE OAKS WAY, SUITE 150 • SACRAMENTO, CA 95833

(916) 239-4075 • FAX: (916) 924-7323 • www.ceaescrow.org • [email protected]

(DO NOT E-MAIL COMPLETED FORMS OR CREDIT CARD INFORMATION; PLEASE FAX OR MAIL OR REGISTER ONLINE)

Registration FormCalifornia Escrow Association 62st Annual Education Conference • October 12-14, 2017 • Costa Mesa, CA

Page 8: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

Register online: www.ceaescrow.org 7 62ND ANNUAL CONFERENCE

Conference:

Golf:

PLATINUM SPONSOR SILVER SPONSORS

LANYARDSSPONSOR

(at the time of publication)

Thank You Sponsors

PHOTO BOOTH

Expert Notary Signers, Inc.

WI-FI

SESSION SPONSORS

Page 9: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

62ND ANNUAL CONFERENCE 8 Register online: www.ceaescrow.org

EXIT

ELEV.

WOMEN

MEN

EMERALD BAY

BALBOA BAY

PACIFIC BALLROOM SERVICE CORRIDOR

WOMENMEN

ELEVATORS

EXIT

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AVALONBAY

DN

ESC

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Thank You Exhibitors(at the time of publication)

Asset Preservation, Inc.BBS Notary Services

BancservBond Services of CaliforniaCentral Signing Service, Inc.

DIRECTSDisclosure Save

Escrow Training InstituteExchange Resources, Inc.

Exeter 1031 Exchange Services, LLCExpress Highway Insurance Services LLCFirst American NHD/JCP LGS Disclosures

First Corporate SolutionsFPS

Hershorin & Henry LLPicdCloud

Imagex Document ScanningJ.R. Olsen Bonds & Insurance Brokers, Inc.

MyNHDNotaries Express LLC

Notaries to YouPrenovost, Normandin, Bergh & Dawe, APC

Property IDRELAW, APC

RBJ Software, Inc.SMS

SoftProSundoc Filings

Page 10: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

Register online: www.ceaescrow.org 9 62ND ANNUAL CONFERENCE

Golfer #1 Golfer #2

Name

Company

City/State/Zip

Phone

E-mail

Golfer #3 Golfer #4

Name

Company

City/State/Zip

Phone

E-mail

GOLF REGISTRATION FORM (includes awards dinner)COST: $130.00 / Golfer

PAYMENT METHOD Cost: $130 / Golfer – Amount Enclosed:_________

Credit Card Payment Visa MasterCard American Express

Card Number: ___________________________________________________ 3-4 Digit Security Code: __________ Expires: ________

Cardholder’s Address ________________________________________________________________________________________________

City ____________________________________________________________________________ State___________ Zip _______________

Cardholder’s Signature: _____________________________________________________________________________________________

Check Enclosed Payable to CEA:c/o Jana DeTevisComerica Bank611 Anton Boulevard, 2nd Floor • Costa Mesa, CA 92626714.424.3873 • [email protected]

2017 Mark Coniglio Memorial Golf TournamentDate: Thursday, October 12th, 2017Time: 12:00 noon – Shotgun StartRegistration: Opens at 10:30 amWhere: Bella Colina San Clemente200 Avenida La PataSan Clemente, CA 92673949.498.6604

Golfer #1 Golfer #2

Name

Company

City/State/Zip

Phone

E-mail

Golfer #3 Golfer #4

Name

Company

City/State/Zip

Phone

E-mail

GOLF REGISTRATION FORM (includes awards dinner)COST: $130.00 / Golfer

PAYMENT METHOD Cost: $130 / Golfer – Amount Enclosed:_________

Credit Card Payment Visa MasterCard American Express

Card Number: ___________________________________________________ 3-4 Digit Security Code: __________ Expires: ________

Cardholder’s Address ________________________________________________________________________________________________

City ____________________________________________________________________________ State___________ Zip _______________

Cardholder’s Signature: _____________________________________________________________________________________________

Check Enclosed Payable to CEA:c/o Jana DeTevisComerica Bank611 Anton Boulevard, 2nd Floor • Costa Mesa, CA 92626714.424.3873 • [email protected]

2017 Mark Coniglio Memorial Golf TournamentDate: Thursday, October 12th, 2017Time: 12:00 noon – Shotgun StartRegistration: Opens at 10:30 amWhere: Bella Colina San Clemente200 Avenida La PataSan Clemente, CA 92673949.498.6604

Page 11: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

62ND ANNUAL CONFERENCE 10 Register online: www.ceaescrow.org

Golfer #1 Golfer #2

Name

Company

City/State/Zip

Phone

E-mail

Golfer #3 Golfer #4

Name

Company

City/State/Zip

Phone

E-mail

GOLF REGISTRATION FORM (includes awards dinner)COST: $130.00 / Golfer

PAYMENT METHOD Cost: $130 / Golfer – Amount Enclosed:_________

Credit Card Payment Visa MasterCard American Express

Card Number: ___________________________________________________ 3-4 Digit Security Code: __________ Expires: ________

Cardholder’s Address ________________________________________________________________________________________________

City ____________________________________________________________________________ State___________ Zip _______________

Cardholder’s Signature: _____________________________________________________________________________________________

Check Enclosed Payable to CEA:c/o Jana DeTevisComerica Bank611 Anton Boulevard, 2nd Floor • Costa Mesa, CA 92626714.424.3873 • [email protected]

2017 Mark Coniglio Memorial Golf TournamentDate: Thursday, October 12th, 2017Time: 12:00 noon – Shotgun StartRegistration: Opens at 10:30 amWhere: Bella Colina San Clemente200 Avenida La PataSan Clemente, CA 92673949.498.6604

Contact Name __________________________________________________________________________________________________________

Company Name _________________________________________________________________________________________________________

Business Address ________________________________________________________________________________________________________

City ________________________________________________________________________________ State___________ Zip _______________

E-mail _____________________________________________________________ Phone _____________________________________________

PAYMENT METHOD Amount Enclosed:_________

Credit Card Payment Visa MasterCard American Express

Card Number: ___________________________________________________ 3-4 Digit Security Code: __________ Expires: ________

Cardholder’s Address ________________________________________________________________________________________________

City ____________________________________________________________________________ State___________ Zip _______________

Cardholder’s Signature: _____________________________________________________________________________________________

Check Enclosed Payable to CEA: Send Goodie Bags Sponsorship and Raffle Prize c/o Jana DeTevis Items (no later than 10/6/17) to:Comerica Bank MaryAnn McIntyre / Mechanics Bank611 Anton Boulevard, 2nd Floor • Costa Mesa, CA 92626 9333 Genesee Avenue, #160 • San Diego, CA 92121714.424.3873 • [email protected] 858.882.5876 • [email protected]

Premier Sponsor . . . . . . . . .$1500.00Foursome, premier signage on all printed materials including tee sign, recognition at reception. – (1 Available)

Reception Sponsor . . . . . . . .$750.00Twosome, signage at reception, recognition in program. – (1 Available)

Golf Cart Sponsor . . . . . . . . .$500.00Company name displayed on and an opportunity to place marketing item in each cart. Recognition at reception and in program. – (1 Available)

Putting Contest Sponsor . . .$500.00Company name displayed at contest location and in program. – (1 Available)

Activity Hole Sponsor . . . . .$300.00Ability to set up an activity on a specific hole and network with golfers. If you need any ideas, we can help. – (8 Available)

Women’s Long Drive. . . . . . .$250.00Signage at tee. Recognition in program and at Reception. – (1 Available)

Men’s Long Drive . . . . . . . . . .$250.00Signage at tee. Recognition in program and at Reception. – (1 Available)

Closest to Pin Sponsor . . . . .$250.00Signage at tee. Recognition in program and at Reception. – (3 Available)

Tee Sponsor . . . . . . . . . . . . . $100.00Company name on Tee Sign. – (3 Available)

Photography Sponsor . . . . . .In kindTake golfers group picture and provide photos to all players. – (1 Available)

Hole-in-one-Sponsor . . . . . . . . . CostSignage at tee and in program. (Must provide insurance and witness at hole.)

Goodie Bags Sponsor . . . . . . .In kindSend to MaryAnn McIntyre by 10/12/17 (see below)

Raffle Prize Donation . . . . . . . . . CostSend to MaryAnn McIntyre by 10/12/17 (see below)

TOURNAMENT SPONSORSHIPS

2017 Mark Coniglio Memorial Golf TournamentDate: Thursday, October 12th, 2017Time: 12:00 noon – Shotgun StartRegistration: Opens at 10:30 amWhere: Bella Colina San Clemente200 Avenida La PataSan Clemente, CA 92673949.498.6604

. . . . . . . . .Signage at tee and in program. (Must

Hole-in-one-SponsorSignage at tee and in program. (Must provide insurance and witness at hole.)

Hole-in-one-SponsorSignage at tee and in program. (Must provide insurance and witness at hole.)

Hole-in-one-SponsorSignage at tee and in program. (Must provide insurance and witness at hole.)

Putting Contest Sponsor. . $500Company name displayed at contest

Putting Contest SponsorCompany name displayed at contest location and in program. –

Putting Contest SponsorCompany name displayed at contest location and in program. –

Putting Contest SponsorCompany name displayed at contest location and in program. –

Company name displayed on and an opportunity to place marketing item in Company name displayed on and an opportunity to place marketing item in each cart. Recognition at reception and

Company name displayed on and an opportunity to place marketing item in each cart. Recognition at reception and

Company name displayed on and an opportunity to place marketing item in each cart. Recognition at reception and

1 SOLD Premier Sponsor

1 SOLD Premier Sponsor . . . . . . . .

1 SOLD. . . . . . . . .

1 SOLD.$1500

1 SOLD$1500.

1 SOLD.00

1 SOLD00Foursome, premier signage on all

1 SOLDFoursome, premier signage on all printed materials including tee sign, 1 SOLDprinted materials including tee sign, recognition at reception. – 1 SOLDrecognition at reception. –

Page 12: Long Beach Convention Center and Hyatt Regency Long Beach · October 22-24, 2015 Long Beach Convention Center. and Hyatt Regency Long Beach. REGISTRATION INFORMATION

CALIFORNIA ESCROW ASSOCIATION MEMBERSHIP APPLICATION 2018Membership Categories

Individual Active Membership ($280) – Individual Active members shall be a person currently in the escrow settlement profession with a Regional membership or a person formerly in the escrow settlement profession, with a Regional membership, who currently holds a CEA Professional Designation. This category shall allow for full voting privileges at the Regional level, in the California Escrow Association and the American Escrow Association.

Individual Support Staff Membership ($75) – An Individual Support Staff Member shall be a person that participates in the escrow or settlement process as a secretary, assistant, or any other position that is clerical and/or entry level. This category of membership is not available to an escrow officer or any other person in a management or supervisory position. This category of membership provides for no voting rights in the California Escrow Association and no membership in the American Escrow Association. This category allows for Regional membership.

Individual Associate Membership ($280) – An Individual Associate membership shall be available to those individuals in allied fields not engaged in the practice of escrow. This category also allows for Regional membership and membership in the American Escrow Association, but has no voting rights in the California Escrow Association.

State Only Membership – Individual Active ($280) – A State Individual Active membership shall be available to those persons currently in the escrow settlement profession without Regional membership, or a person formerly in the escrow settlement profession without Regional membership who currently holds a CEA Professional Designation. This category allows for full voting privileges in the California Escrow Association but no voting rights in the American Escrow Association, as defined in the Bylaws of the American Escrow Association.

State Membership – Individual Support Staff ($75) – A State Individual Support Staff Member shall be a person that participates in the escrow or settlement process as a secretary, assistant, or any other position that is clerical and/or entry level. This category of membership is not available to an escrow officer or any other person in a management or supervisory position. This category of membership provides for no voting rights in the California Escrow Association and no membership in the American Escrow Association. This category allows for no Regional membership.

Inactive Membership ($115) – Inactive members shall be those past Individual Active members or State Individual Active members who are no longer engaged in their profession, either permanently or temporarily. An Inactive member shall not be entitled to vote or hold office, but may serve on any special committee or committees. An Individual Active member or State Individual Active member shall be considered inactive only subsequent to a period of one (1) year after such member has ceased to meet requirements of an Individual Active or State Individual Active member. At such time an Inactive member is deemed to subsequently meet requirements for an Individual Active membership or State Individual Active membership, they may be reinstated.

A. Individual Membership

Membership Category: Individual Active Individual Support Staff Individual Associate Inactive State Individual Active State Individual Support Staff

Name: _______________________________________ Title: ___________________ Referred by: _____________________________________

For categories other than State, please choose a primary regional membership using the CEA map.

If no region, please select State. Region: ____________________________________________________________ State (no region)

Employment Category (check one): TC – Title Company S/L/B – Savings & Loan or Bank BE – Broker Escrow LE – Licensed Escrow OT – Other

Please check this box if you DO NOT want CEA to release your contact information to industry related entities. Please check this box if you DO NOT want CEA to include your contact information on the public area of the CEA Web site.

Membership is based on a calendar year, on an individual basis, and is non-transferable.

In making this application, I certify that the above is true and correct and I agree to abide by the Bylaws of the above named Regional Association and the California Escrow Association and the American Escrow Association, if appropriate.Contributions or gifts (including membership dues) to the CEA are not tax deductible as charitable contributions. Pursuant to the Federal Revenue Reconciliation Act of 1993, association members may not deduct as ordinary and necessary business expenses, that portion of association dues dedicated to direct lobbying activities. Based upon the calculation required by law, 8% (Intern) or 16.6% (all others) of the State Dues payment only should be treated as nondeductible by CEA members. Please consult your tax advisor for tax credit/deduction information.

___________________________________________________________Signature Date

D. Payment

Amount: _____________________ CHECK Check # ________ Company Personal AMEX MasterCard Visa CVV:________C.C.# _________________________________ Exp: _________Name on Card: ___________________________________________Billing Address ___________________________________________Signature: _______________________________________________

When completed, return form and payment to:California Escrow Association, 2520 Venture Oaks Way, Suite 150 • Sacramento, CA 95833(916) 239-4075 – phone • (916) 924-7323 – fax • [email protected] • www.ceaescrow.org 8.

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B. Business Address________________________________________________________Company Name________________________________________________________Address________________________________________________________City / State / Zip

Phone ________________________ Fax ______________________

E-mail __________________________________________________

C. Home Address _________________________________________________________Address _________________________________________________________

_________________________________________________________City / State / Zip

Phone _________________________ Fax ______________________

Mobile Phone ____________________________________________

For mailing and online membership directory purposes, please use my (check one): Business Address Home Address

New

Renewal

Please allow up to 3 weeks for new member processing.

CALIFORNIA ESCROW

A S S O C I A T I O N EST. 1956