Oktoberfest st C ocktail R eception (Lakeview Terrace Room & - - PDF document

May 17 – 19, 2013

Lake Arrowhead Resort & Spa

27984 Highway 189 Lake Arrowhead, California

Conference Sponsors

Plat latin inum Gold ld

Citizens Business Bank Bank of the West EC Purchasing East West Bank RBJ Software, Inc. Exeter 1031 Exchange Services

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Union Bank

Silver ilver Bronze ze

City National Bank Bank of Santa Clarita Knapp, Petersen & Clarke Commerce National Bank Lockton Insurance Brokers, LLC Opus Bank Rammell & Company CPAs

“Alp lpine Adventure”

Program Agenda

FRIDAY – May 17

10:00 – 2:00 pm Board of Directors Meeting (Stars Room) 1:00 – 4:30 pm Conference Registration (Ballroom Foyer) 2:30 – 4:30 pm SPECIALISTS MEETING – Mortgage, Real Estate, and Title Industry Panel (Pinecone & Acorn Rooms) Carri Wingard, Owner & Branch Manager of Mortgage Tree Financial. Carri will cover: – 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 st 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 Buffet Breakfast (Arrowhead Ballroom) 8:00 am – 12:00 pm Registration (Ballroom Foyer) 9:00 – 9:15 am 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

• nly 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:  “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