EASGV Nov-Dec 2014

Charter Member of the California Escrow Association since 1957

Members of the

American Escrow Association

November/December

2014 Issue

www.easgv.org

November/December, 2014

2 www.easgv.org

Officers, Directors & Committee Chairs .............................................................................................................. 4 Calendar of Events ............................................................................................................................................... 5 President’s Message ..................................................................................................................................... 6 & 7 Treasurer’s Report ….. .......................................................................................................................................... 8 October 16, 2014 Dinner Meeting Minutes…………..……..……………………………………………….……………………….9 & 10 Affiliate Insights …………………………………………………………………………………………………………………………………………..11 Congratulations EASGV!! #1 Again!..................................................................................................................12 2015 New Board…………………………………………………………………………………………………………………………………………..13 Affiliate of the Year 2014 Eric Spitz MyNHD………………………………………………………………………………………………….14 COMMITTEE REPORTS Education Committee Report……………………………………………………………………………………………….……………………..15 Membership Report……………………………………………………………………………………………………………...……………16 & 17 Professional Designation Report…………………………………………………………………………………………….…………………...18 Fundraising Report………………………………………………………………………………………………………………………………19 & 20 CEA Drector Reports Legislation/Bill Review—Judy Arrington…………………………………………………………………………….……….……………….21 Leadership/Membership, Profession Designation and General Session—Julianna Tu…………………..……...22 &23 CEA News, Governance—Tricia Vagt……..………………..………………………………………………………………..…………………24 National Affairs/AEA, Education—Vanessa James………………………………………………...……………………………………..25 FYI ....................................................................................................................................................................... 26 AB 1888/LA County Recorder Update —Matt Davis………………………….……………………………………….…………27 & 28 New Notary Laws 2015………...………………………….………...……….………………………...……………………………………29 & 30 Installation Sponsors and Door Prize Donors………………………………………………………………………………………..31 & 32 January 15, 2015 Dinner Meeting Notice...……………………………..…………………………………………………………………...33 Holiday Recipe..……………………………...………….………………………………………………………………………….…………………….34 EDUCATIONAL OPPORTUNITIES/OTHER EVENTS FLYERS What’s Your Scoop Submission Flyer……………………………….…………………………………………………………………………...35 Specialty Resource…….…………………………………………………………………………………………………………….….….…………….36 ASSOCIATION IN MOTION October 16 2014 Dinner Meeting Pictures…..………………………………………………………………………….…….……………..37 2015 Installation Pictures……………….………………………………….……………………………………………..…………………38 & 39 “Thank You!” to our Door Prize Donors .................................................................................................. 40 & 41 Partners in Real Estate. ............................................................................................................................ 42 & 43

in this issue: November/December 2014

http://www.easgv.org

J November/December, 2014

3 www.easgv.org

As we go into our last issue for 2014,

The EASGV Board would like to wish you and yours a ….

A Happy Thanksgiving holiday, and…

A Sunny Christmas, ….and

A Great 2015 Year!



4 www.easgv.org

Escrow Associates of San Gabriel Valley

2014 Officers, Directors, Committee Chairs

Juliana Tu, CSEO, CEO, CBSS, CEI, SASIP, President

Viva Escrow, Inc. CEA Director

[email protected] – (626) 744-1684

Terri Fabbri, CSEO, CEO, CEI, CBSS, CMHS, Pres.Elect

and Professional Designation

Design Escrow

Vanessa James, Vice President – Education Co-Chair

Alfa Escrow CEA Director

[email protected]– (626) 304-3587

Tricia Vagt, CSEO, CEO, Treasurer

Covina Escrow CEA Director

[email protected] - (626) 339-5481

Elia Fuentes, CSEO, CEO, Secretary

Lotus Escrow

[email protected] – (626) 262-4333 x 102

Phil Atwan, Director – Education Co- Chair

Exchange Resources


Karen Dier, Director - Education

Inter Valley Escrow


Greg Kunath, Director – Fund Raising

Superior Press


Emilia Ochoa, Director – Site and Reservation

Viva Escrow Inc.


Kai Wu, CEO, Director – Membership co- chair

Landmark Trust Escrow


Miriam Brown, CSEO, CEO, CEI – Website/Social Media


Teresa Shaver, CSEO, CEI - Newsletter

[email protected]


Jacqueline Cheou, CSEO, CEO – E-Blast

Champion Escrow


Maria Howard – Membership and Ambassador At Large

First American Natural Hazards Disclosures


David Shean, CSEO, CEI – City of Hope

Escrow Essentials


Judy Arrington CEA Director

Stewart Title


Donna Inman, CSEO, CEI CEA Director

[email protected] – (562)274-3549

Lupe Landeros, CEO - Photographer

Stewart Title


Anna Millsap, CEO – Fund Raising

Diamond Country Escrow


Angela Hum, CEO – Fund Raising

Stewart Title



mailto:[email protected]





















5 www.easgv.org

December, 2014

9th—EASGV Transition Meeting

No Dinner Meeting

31st—P.D. 502 Forms due to CEA Headquarters (3rd

year of 4-year cycle) (see 502 form)

January, 2015

6th—EAGV Board Meeting 6:30 pm—Century 21 Adams & Barnes

9th & 10th—CEA Directors Meeting

15th—EASGV Dinner Meeting (see flyer in this issue)

February, 2015

3rd—EASGV Board Meeting 6:30 pm—Century 21 Adams & Barnes

19th EASGV Dinner Meeting 6:00 pm

March, 2015

3rd—EASGV Board Meeting 6:30 pm—Century 21 Adams & Barnes

19th—Dinner Meeting 6:00 pm

Calendar of Events


http://www.ceaescrow.org/forms/502.pdf


6 www.easgv.org

President’s Message November/December Newsletter

It’s not “Adieu”! It’s “Au revoir”. As I end my year leading EASGV, I look back at what we have accomplished and I have a really, really good feeling. Here is a list of what we have accomplished this year:

Number 1 in Newsletter Award

Number 1 in Perpetual Education Trophy Award

Number 3 in Community Spirit

The Escrow Revolution Summer Seminar

The Wine Tasting Under the Stars

20% increase in membership from 2013

Cleaned up our By-Laws

We answered the challenge for the City of Hope Walk for Hope

And we are establishing the guidelines for our Specialists Resource Center These are great accomplishments. We have won the awards every year for the last number of years so to other regionals it may seem like we win so handily, but that is so not true. Our members work hard for every single one of these awards and we deserve it. But I feel that my greatest accomplishment was starting the Pay It Forward program. That was my crown jewel and although it was the first year, our next President will take on its momentum and carry it on. I hope that Pay It Forward was successful in bringing in new and vibrant assistant staff into our organization. They are the future of our organization. So a great big “Thank you” to my Board, my committee chairs, and all those Volunteers that we snared in to help us in our various committees. Terri, Vanessa, Elia, Tricia, Karen, Emily, Phil, Greg, Kai, Judy, Dave, Miriam, Jacqueline, Teresa Shaver, Donna Inman, Lupe Landeros, Anna Millsap, Angela Hum, Jana DeTavis, Rosie Mares, and Maria Howard. This is just a portion of the list. After all, our Education Committee had 19 people on it! EASGV has such a huge reputation within the California Escrow Association. Our CEA Directors will agree that all the other regionals say they want to be us when they grow up. And when I am at State, I keep emphasizing how vibrant of an association we are. I put out a “Call To Arms”, and I get people ready, willing and able to step up. How many times have we saved the PD committees from other regionals when they needed to give the PD test and they couldn’t get their own people to volunteer? We sent people to Orange County and LA to help them Proctor! It’s unbelievable and unheard of! I need to end my Presidency here at EASGV because I have to take the fight to another level. Next year I will be sitting on CEA’s Executive Board as the PD Portfolio Chair. I will also be sitting on EIC’s Executive Board as First Vice President and National Affairs Chair. I will be joining the



7 www.easgv.org

National Certification committee at the American Escrow Association. I may be cracking my whip else-where, but I will report to Terri and your new Board here every step of the way. Wherever I go, I never for-get my roots are here, my support comes from all of you, and that I go as a Member of EASGV. So it’s not “Adieu”, it’s “au revoir”. It’s not “go with God” but “see you later” or as I say in private, “Laters, Baby”. At the last CEA Directors Leadership Committee meeting someone made this profound pronuncia-tion, which I took to heart: The Presidency is a Badge of Pride, not a Badge of Burden. And even more so when you are the President of the Escrow Associates of San Gabriel Valley.

Thank you all for the honor.



8 www.easgv.org

Beginning Balance 5,561.30

Wine Event 6,430.00

1965.00

255.00

Sept City of Hope Raffle 405.00

July Dinner refund overcharge from Embassy 127.28

Sept Dinner Meeting 3995.00

TOTAL 13,177.28

124.44

Board Meeting 53.59

Wine Event Expenses 1284.93

200.00

240.00

3430.89

Global Credit Card 36.58

Installtion 2013 & Confernce Winner 404.15

CEA Door Prizes Conference 150.00

Projector Clicker 31.60

CEA Centerpeices Conference 150.00

deposit slips 38.32

TOTAL 6144.50

MONTH PROFIT/LOSS

Balance 12,594.08

CEA Memebrship Dues 265.00

Summer Seminar adjustment 15.00

Wine Event 515.00

Oct Regular Raffle 185.00

Oct City of Hope 315.00

Oct Dinner Meeting 390.00

TOTAL 1,685.00

Oct Board Meeting 44.99

Deposit Installation Dinner 200.00

Confernce Winners ( 4) 1410.00

Florist Funeral 150.00

Embassey Suites Oct Dinner Meeting 1899.21

CEA Escrow Books Pay it Forward 300.00

TOTAL EXPENSES 3704.20

Checking Account Ending Balance $10,574.88

Respectfully Submitted

By: Tricia Vagt Treasurer

EASGV TREASURER REPORTSEPT 2014

Summer Seminar

Sept Regular Raffle

$7,032.78

DISBURSEMENTS

RECEIPTS

RECEIPTS

DISBURSEMENTS

EASGV TREASURER'S REPORT OCTOBER 2014

Embassy Suites Dinner Meeting

CEA Directors Meeting

Pay it Forward PD

Summer Seminar Expense



9 www.easgv.org

Call to order: 6:35 PM

By: Juliana Tu

Invocation: Dave Shean

Flag Salute: Dave Shean

Introductions: Juliana Tu, introduced visitors, affiliates, past presidents and PD

holders

Fundraising: Greg Kunath

Thank you for all the donations, Thanked Kai Wu for the City of Hope 50/50

Education Committee Report: Vanessa James & Phil Atwan

Urged members to attend conference. 100% refund is you’re not fully satisfied.

“Don’t stop believing”, is this year’s theme

January dinner meeting will be Rose Pothier.

Membership Report: Kai Wu

Renewals are out!

We urge all our new 2014 members to renew and continue to take advantage of

the benefits of EASGV

Professional Designation Presentation: Terri Fabbri

Remember to submit all 501’s before 12/31/14.

PD Test will be given at conference, make plans to take.

Planning meeting brunch will be Dec. 6, 2014.

Pay it forward: Tricia Vagt

$100.00 will be your reward if you pass the PD exam in 2014.

Installation: Tricia Vagt

Installation Gala is Nov. 20-“Thank you” to all those who have donated/

sponsored the event.

October 16, 2014 Dinner Meeting



10 www.easgv.org

Social Media: Miriam Brown

Informed the members of the new Specialty Resource section for the website,

a signup sheet was presented for members to add themselves and their

specialty to the site

CITY OF HOPE DRIVE OR WALK: Dave Shean & Sally Adams

Get ready for the annual City of Hope Walk, it will be held on November 2

Join a team or create your own team, keep in mind that 1 in every 10 is affect-

ed by Cancer.

Dinner Break

Speaker: Joann Cazares

David Swedelson, Esq. /HOA Issues

City of Hope Raffle: Thank you, Kai Wu, for your kind donation.

Door Prize Raffle: Conducted by Greg Kunath

Join us in November for our Installation Gala!

Meeting adjourned at 8:35 pm.

Submitted by Elia Fuentes, CEO, CSEO

October 16, 2014 Dinner Meeting Minutes



11 www.easgv.org

California amends UCC Code regarding Name of Individual on Financing Statements

By Henry Chang

Effective January 1, 2015, this new bill addresses and provides guidance in what constitutes a sufficient

debtor’s name, the use of a driver’s license or ID card and prohibits discrimination. California now joins

40 states which have enacted a similar bill.

Legislative Counsel’s Digest

AB 1858, Perea. Commercial law: secured transactions.

The Uniform Commercial Code - Secured Transactions governs security interests in collateral, including personal property and

fixtures, as well as certain sales of accounts, contract rights, and chattel paper. That code, among other things, specifies

requirements and procedures regarding perfecting a security interest, including the filing of a financing statement with the

Secretary of State. Existing law specifies that a financing statement sufficiently provides the name of a debtor, where the debtor

is an individual, if it provides the individual name of the debtor or the surname and first personal name of the debtor.

This bill would revise the manner in which a financing statement sufficiently provides the name of the debtor, where that debtor

is an individual, to provide that, where the Department of Motor Vehicles has issued a driver’s license that has not expired or

identification card that has not expired to the individual, the statement sufficiently provides the name of the debtor only if the

statement provides the name of the individual indicated on the license or card and, if the individual has not been issued a driver’s

license or identification card, the statement sufficiently provides the name of the debtor if it provides the individual name of the

debtor or the surname and first personal name of the debtor. The bill would also implement transitional rules for carrying out these provisions.

Existing provisions of the Unruh Civil Rights Act, with certain exceptions, prohibit various forms of arbitrary discrimination by business establishments.

This bill would make it a violation of the Unruh Civil Rights Act for a secured party or proposed secured party to decline to

provide credit to a debtor or proposed debtor, or offer to make the terms and conditions of such credit less favorable to the debtor

or proposed debtor, if that decision was based on the fact that the debtor’s name to be included on the financing statement is or

would be that provided by a debtor to whom the Department of Motor Vehicles has not issued a driver’s license that has not

expired or an identification card that has not expired and all elements that would be required to establish a claim for violation of the Unruh Civil Rights Act are established.

For the complete bill, please visit the California Legislative Information website.

http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201320140AB1858

Article provided by SunDoc Filings. The leader in public record searching for the escrow community.

Visit us at http://www.sundocumentfilings.com/



12 www.easgv.org



13 www.easgv.org

“Winning the Race Toward Change” With our new 2015 Board

President:

Terri Fabbri, CSEO, CEO, CBSS, CMHS, CEI

President Elect:

Vanessa James

Vice President:

Elia Fuentes, CSEO, CEO

Treasurer:

Tricia Vagt, CSEO, CEO

Secretary:

Joann Cazares, CET

Directors:

Phil Atwan Hilda Avila

Jennifer La Gray Josette Loaiza

Linette Seright, CEO and Greg Seright



14 www.easgv.org

Escrow Associates of San Gabriel Valley Proudly commends

Affiliate of the Year

2014

Eric Spitz of MyNHD

Pictured here with daughter, Juliana



15 www.easgv.org

Education Committee Report

EASGV – the 2014 California Escrow Association Perpetual Education Award WINNER!!!

(YES, AGAIN!!!)

Dear EASGV Members and Attendees-

It’s been an incredible 2014 Educational Year – it began back in our January meeting speaker with CFPB, and the subject will continue to be a H U G E issue in 2015.

Our Summer Seminar – An Escrow Revolution was actually 2 different training sessions: One for Escrow Assistants, the other for Seasoned Escrow Officers.

2015 begins on a very high note – Our January 15th meeting will feature the one and only Rose Pothier, who will return to EASGV with major updates. YOU DON’T WANT TO MISS THE INFORMATION!!!

Finally, we want to thank the most wonderful Education Committee in CEA for 2014– our entire committee worked very, very hard to bring us a line up of great topics and speakers.

As we move into 2015, both Vanessa and Phil will be assuming different rolls on your Board of Directors, but will stay in-volved with the Education committee. Would you consider volunteering an evening and joining our 2015 Education Com-mittee? It will open your world of Escrow and your Association, and you will make new Escrow friends! It will do your heart well to serve the Association which serves you.

We have enjoyed serving as Co-Chairmen for 2013 – 2014. We also appreciate all the support and direction our Board of Directors along with our President Juliana Tu gave us, and we optimistically look forward to the future.

Humbly Submitted,

Vanessa James and Phil Atwan



16 www.easgv.org

Membership Committee Report

Have you renewed?

CEA membership renewals are due by November 30th without late

charge. Have you sent yours in? If you can’t find your renewal form, go

to CEA’s website, click on this link and pull a copy of the 2015

membership application form.

Membership has its value and the value will become very apparent next

year when the CFPB mandated Integrated Disclosures come into full

force. You can’t afford to miss this boat!

Let everyone know that you are a proud member of your trade

organization -

The California Escrow Association!


http://www.ceaescrow.org/pdfs/Membership-Application.pdf


17 www.easgv.org

2014 Membership Drawing Winners!

Congratulations!

Sandee MacMahon, Jewel Escrow

Paul Frondarina – First American Title Vickie Hua – Culture Escrow Yong Ly – Bank of America Jennifer Loo – Jade Escrow

Tricia Vagt – Covina Escrow Donna Inman – Past CEA President Sara Beresford – Westlake Escrow

Winner Guidelines:

Winner must be a member of EASGV at time of drawing.

Payment will be in the form of a reimbursement upon receipt of proof of membership payment



18 www.easgv.org

PROFESSIONAL DESIGNATIONS

CONGRATULATIONS!!!!

To the following members who have passed all requirements to be Professionally Designated!!!!

Tricia Vagt, CMHS

Ke Jia (Angela) Wan, CSEO

Amy Wang, CSEO

We are so proud of you – Great Job!!!

Here we are – last half our 3rd year of the 4 year cycle for Professional Designation Credits. Keep those 501 forms in a safe place - you will need to send them in by 12/31/2014 to get your credits posted. Now would be a good time to count the cred-its you have to make sure you’ll have no problem getting your 48 credits by 12/31/2015.

SPECIAL REWARD!!! SPECIAL REWARD!!! SPECIAL REWARD!!!

The Pay it Forward – The Next Step committee of EASGV will be rewarding all EASGV members who pass their Professional Designation test this year with a $100.00 cash reward for all their hard work and dedication in passing their test.

NOW WOULD BE THE PERFECT TIME TO BECOME PROFESSIONALLY DESIGNATED – IF YOU’VE JUST BEEN THINKING ABOUT IT - THE TIME IS NOW!!! TAKE PRIDE IN YOUR PROFESSION AND JUST GO FOR IT AND COLLECT $100.00 AS YOUR REWARD!!! START PREPARING NOW FOR THE TEST IN 2015 --- - - The test date for EASGV is April 18th, 2015-

IMPORTANT!!!!!!! IMPORTANT!!!!!! IMPORTANT!!!!! IMPORTANT!!!

Effective immediately we will no longer be scanning for Continuing Education credits. The new membership cards being issued by CEA will not have a bar code, therefore no scanning. We will be issuing 501 forms ONLY, which you will need to retain and keep in a safe place so that all of them can be sent to CEA by 12/31/2014 for posting. PLEASE REMEMBER TO KEEP A COPY OF ALL 501 FORMS AND THE 502 FORM FOR YOUR RECORDS WHEN SENDING ORIGINALS TO CEA.

Please remember to keep your CEA membership card with you at all times. Even though we are not scanning, we will need proof of membership in order for you to get Continuing Education Credits.

REMEMBER, The requirement for 48 credits is mandatory for you to maintain your designation and must be obtained by De-cember 31, 2015. .

CEO AND CSEO DESIGNATIONS ARE REGISTERED TRADEMARKS FOR THE CALIFORNIA ESCROW ASSOCIATION. Misuse of these Designations may be subject to FEDERAL FELONY charges.

Thank you.

Terri Miali Fabbri, CSEO, CEO, CEI, CBSS, CMHS,

Professional Designation Chair/ 626 445-6137 FAX 626 445 7593

Email: [email protected]

Professional Designation Report




19 www.easgv.org

EASGV supports the City of Hope!

Final numbers for the year

With the $100.00 donations each month from one particular member/organization, we sold raf-fle tickets that contributed $2,300.00 to the City of Hope. A big “Thank You” to all our mem-bers and non-members who bought raffle tickets in support. And “Thank you” to Greg Kunath, Anna Millsap, Angela Hum and Jana De Tevis for helping us sell those tickets!

Our “Wine Tasting Under the Stars” was a huge success, garnering $6,100.00 for the Biller Family Resource Center that is part of the City of Hope. “Thank You” to Greg Kunath, Phil Atwan for putting this fundraising together and Phil’s wife, Loretta, allowing us free run of her beauti-ful home and for graciously hosting the event. And let’s not forget Lupe Landeros and family, Debbie Anderson, and other helpers who worked crazily to decorate and Jana De Tevis who col-lected the sponsorships and entry tickets. Woo Hoo!

And finally, Our City of Hope – Walk for Hope event - spearheaded by Dave Shean and Sally Adams, drew 76 registered walkers and $13, 340.00 (and still counting!) donations to our 12-year main charity event. “Thank you” to all walk participants and Team Captains. Could not have done it without you!

Team Captains: Ruby Tang – Pura Vida Sally Adams – Century 21 Adams & Barnes Jana De Tevis – Team Comerica David Shean - EASGV Sharon Cowell – Huntington Homes Juliana Tu – Team Viva Tania Kelley – A Team Staffing Linette Seright – Team Seright $100 City of Hope monthly donation sponsors: Phil Atwan, Exchange Resources Greg Kunath, Superior Press (twice!) Juliana Tu, Viva Escrow Jacqueline Cheou, Champion Escrow Hilda Avila, RBJ Anna Millsap, Diamond Country Escrow Angela Hum, Stewart Title Kai Wu, Landmark Escrow Becky Proctor, East West Bank

Fundraising Report



20 www.easgv.org


Judy Bixby-Arrington

Director’s Report


21

November 8, 2014

BILL REVIEW

The spirited group met early Saturday morning with coffee cups in hand. Almost all that were present attended conference so

we did not linger over the bills that made it thru the 2013-2014 Legislative session. However, we did discuss what could have

happened if the membership had not acted when called upon. The grass roots reach out to your local Congressman is very val-

uable. When the Congressman has an understanding of effects on the industry, an informed decision can be made.

The results of the most recent November Election will have an impact on both Sacramento and of course, on the National level.

In preparation for the new Legislative year, the committee entertained whether or not CEA should sponsor any bills. Preparation

for that is now! The new Assembly people and State Senators will be sworn in December 1, 2014. If a bill is to be sponsored,

our advocate must locate the sponsor. This takes time. The Legislative session begins January 5th and the deadline for requests

for bills is January 25th. Then the bill must be authored and introduced by February 27th.

Your Bill Review committee suggested that consideration be given to two areas of concern. First, whether title or escrow can

make a clerical change on a notary acknowledgement/jurat without having the signer return to the notary/closing desk. It

was decided to first contact the Secretary of State to confirm the understanding that is prevalent within the real estate communi-

ty. Then if it is an accurate interpretation, our Advocates would work on getting a sponsor. The real life impact may be financial,

certainly consumer inconvenience and the obvious – delay.

Second, a request to revisit the issue of the per diem which is charged when a lender funds, and the funds are not be disbursed

within 24 hours. It was decided to form a sub-committee to revisit the law and the interpretation that the lenders are practicing.

More to follow after we meet in January.

Also Mike Belote suggested that the Bill Review committee be particularly vigilant. Last session, a bill was introduced to generate

revenue by charging a $75.00 fee for documents relating to real estate. It was defeated; but the feeling is that the surcharge fee

may be reintroduced.

Please share this article with others who are not members of their local Escrow Association. The Escrow practitioners’ voice is

not only relevant, but vital. The community can be heard, but the voice is loud when the membership numbers are up. The

year 2015 will bring new regulations, new manner of handling the desk, and new challenges as CFPB evolves. Be a part of your

profession. Join your local Escrow Association. Be aware and Be Educated.

Respectfully submitted,

Judy Bixby-Arrington

Sr. CEA Director

Juliana Tu Director’s Report


22

November 7 & 8, 2014

General Session

The big topic at this last Directors meeting for 2014 was that voting of the Directors present of the change to the By-Laws. There were 2 changes we voted on:

Portfolio Chairs – requirement to serve as a committee chair for 1 year out of the preceding 5 years. – This change to By-Laws passed. It will be brought to all members for a vote.

Executive Board – No Professional Designation requirement in order to serve on the Executive Board but requirement to have a minimum of ten years of experience as an escrow officer within the past 15 years – This change did not pass so it will not go to the general members.

Leadership / Membership Committee -

It is very important within the regionals to provide continuity for the transfer of the positions from person to person at the end of the year, particular the President’s position. CEA’s website has a President’s ToolBox to help. In 2015 we will re-institute a President’s Training Session in January for the incoming Presidents.

At the beginning of the year we set a goal for the increase in membership and each regional committed to how much of an increase they were going to aim for. We have increased our total membership this year, but not by the percentage set in our goal. Several regionals did very well and exceeded their goals. EASGV met our goal and exceeded by one person.

Next year we will need to set a new goal for increase. But important is that we must maintain what we have achieved each year.

We must emphasize that our dinner meetings are a SAFE HAVEN FOR EDUCATION. We should not allow attendees to use the meeting arena to recruit employees.

The present Presidents of various regionals will be sharing their SOP and Check List with everyone so that we don’t have to re-create the wheel.

It is important to remember that we must wear the Presidency as a Badge of Pride, not a Badge of Burden.

Professional Designation Committee

Of 26 test takers at the PD test at Conference, we had 9 who achieved their goals. There are now 5 more new CSEO, 3 CEO and 1 CMHS.

In the next year we will be looking to do the following:

Increase the time allotment from 2.5 hours to 3 hours for taking the Multiple Choice / True False sections of the tests for

for CET, CEO, CBSS, CMHS

Add new Sample Tests on the website

Update the PD Workbook


Juliana Tu, CSEO, CEO, CBSS, CEI, SASIP

Juliana Tu Director’s Report


23

General Session:

Election of the 2015 Board took place at this meeting. The following have been elected to serve the mem-

bership for 2015:

President - Kathy Lozano, CSEO, CEI

President Elect - Deborah Perry, CEO, CSEO

Secretary/Treasurer - Arwen Estelle, CEO, CSEO, CEI, CBSS

Vice President - Michelle Kibbe, CEO

Chair/Education – Debbie Faber, CSEO, CBSS, CEI, CMHS

Chair/Legislation – Dianna Boudreau-Tschetter, CEO

Chair/Membership – Lynn Yockey, CEO

Chair/Professional Designation – Juliana Tu, CSEO,CEO, CEI, CBSS

Chair/National Affairs – Alma Rushing, CEO

The Governance committee, after much heated discussion through the months, brought forth a motion to

change part of the Bylaws, which motion was approved by the Executive Board. This motion will go to vote

at the November Board meeting to all Directors and if it passes, then to all CEA members at large there-

after:

Article IV, Section 1, C – any Director of the Association, having a minimum of 10 years as an Escrow

Officer for the past 15 years in the escrow profession can serve on the Board. (The requirement for

being professionally designated was hereby removed).

Article IV Section 1, C item 5 – Portfolio chairs can be any member who served as committee chair

for 1 full year within the past 5 years.

Tip of the Month and the CEA Mike Belote video clip were very well received. Our members are asked to

submit their tip of the month if they have one to the regional Presidents so that we have a continuous

source through the years.


Juliana Tu, CSEO, CEO, CBSS, CEI, SASIP President

August 15, 16, 2014

Tricia Vagt Director’s Report


24

November 7 & 8, 2014

CEA News

We have a form now to hand to speakers at our regional’s asking them to write and article.

Working on getting the publication in flip book. The Cover of the January issue will be the

winner of the photo contest at conference, exciting to see who won.

Governance

The motion to remove Professional designation from the bylaws as a requirement to be on

the CEA executive board failed. The motion that increased the time from two years to five

year preceding as a Portfolio Chairman of a committee before moving on to the executive

board did pass. Then we started on a new topic of proxy voting by CEA directors if away on

CEA business.

Respectfully submitted

Tricia Vagt

CEA Director

Vanessa James Director’s Report


National Affairs/ American Escrow Association Committee

AEA Committee Chair wants to remind every region to find out NOW who from your region will be able to attend the AEA Annual

business meeting in Albuquerque, New Mexico in June. If no one from your region will be able to attend a delegate may be ap-

pointed from another region, or a former CEA president, however, that person will need to be a member of your region PRIOR TO

December 31st. Last year California was missing 9 votes. We need every vote. Regions are encouraged to contact CEA as soon as

possible if a delegate cannot be found within their region so that there is time to help locate someone. Again, that delegate must

be a registered member of your regional association on 12/31/14 in order to meet one of the requirements for voting at AEA in

June.

Also, California is in charge of registration at the AEA Conference this year, happening June 10-14, 2015, so we need signups early

so we know who we can depend on to help.

In 2014, we did a 50/50 raffle with desks of playing cards which were held at both the AEA & CEA Conference. At AEA we netted

$572 and at the CEA Conference $613 for a total of $1,185.00!!! Thank you!

With the new CFPB regulations, AEA is looking for support with the Seller Financing Coalition. A proposal was made to set aside

$5000 to send Art Davis to represent us. More information can be found at www.savesellerfinancing.org

Education Committee

Due to the motion passed in August, the sale of the Escrow Books was a success!!! 81 sets of Escrow Books I, II & III books were

pre-ordered by conference attendees at the discount price of $50 and then another 10 full sets were sold at full price since then.

This comes out to $5000 just from the CEA conference alone!!! This same offer will be made available to AEA Conference

attendees this upcoming year as well. Which goes to show, members are interested in education, it just may be a matter of price.

Proposal of putting together a Commercial Workbook was discussed, which we hope we’ll be able to complete by the end of next

year.

Submitted by Vanessa James Director Vice President, Escrow Associates of San Gabriel Valley

August 15, 16, 2014


26 www.easgv.org

For Your Information…

♦We talked about the new CAR Residential Purchase Agreement last issue. Did you

know that CAR also has a “Residential Purchase Agreement Guide”?. It has 251

pages, back to back. The actual Purchase Contract, its Addendums and its forms,

are at the end of this book.

For those of us who want a “Quick” summary of what is new, what can be used

after Nov. 24th, and what will no longer be used at all, here is a link to CAR’s quick

summarization. Now you can see what forms should be used by your agent in special

circumstances.

♦ For those of you who don’t know, San Bernardino County Recorder increased their

Real Estate Fraud Fee to add $10.00 to recordation of all documents. Therefore

the cost for the first page will now be up to $25.00.

♦Here are a quick 7 tips for protection your credit and debit cards from fraud:

1. Report lost or stolen cards immediately

2. Memorize your Personal Identification number- don’t write it down

3. Sign the back of your new card as soon as you receive it

4. Use caution when giving your account number over the phone or online

5. Check your monthly statement

6. Use Online Banking to view recent transactions

7. Sign up for email and mobile alerts

Thank you, Dave Shean, for providing this!

♦ Another reminder if you did not know – the City of Monterey Park no longer has

the Residential Property Reports ordinance. Now, if only the City of Los Angeles, El

Monte, Azusa, Pasadena and San Marino in our areas would kindly do away with

theirs… Thank you, Elia, for your reminder.


http://www.car.org/media/pdf/legal/standard-forms/859759/


27 www.easgv.org



28 www.easgv.org



29 www.easgv.org



30 www.easgv.org



31 www.easgv.org



www.easgv.org



33 www.easgv.org

Escrow Associates of San Gabriel Valley

Join Us at the Embassy Suites, Thursday, January 15th for Our 1st

Dinner Meeting of the Year

Back By Popular Demand…..

Rose Pothier, Esq. Pothier & Associates

Legal Updates

If you missed her at conference, you’re not going to want to miss her again.

RSVP TODAY!!!

Reservation Deadline is Monday, January 12, 2015 Members Reserved: $30.00 ($35.00 after deadline) Non-Members Reserved: $40.00 ($45.00 after deadline)

Location: Embassy Suites 626-445-8525 211 East Huntington Drive, Arcadia, CA 91006

Time: 6:00-6:30 Check in, Network and Socialize 6:30 pm Dinner (1 ½ PD Credits for this meeting)

Company____________________________ Contact _____________________________________ Phone No. ___________________________ E-mail ______________________________________

Attendees E-Mail Member Non-Member 1.____________________ _____________________ __________ _____________ 2.____________________ _____________________ __________ _____________ Checks payable to Escrow Associates of San Gabriel Valley (EASGV) RSVP to Greg & Linette Seright, C/O Seright Escrow, 1224 E. Green St. #102, Pasadena, CA 91106

Fax: 626-449-3552, Tel: 626-795-5050, Email: [email protected] or [email protected].

Thank you for bringing Door Prizes! is a Reservationai

d

A Reservation Made

is a Reservation Paid

Paid



34 www.easgv.org

Cranberry Jezebel Sauce (submitted by Tricia Vagt)

Ingredients – Yields 3 cups:

1 cup water

1/2 cup sugar

1/2 cup firmly packed light brown sugar

1 (12 ounce) bag cranberries (fresh or frozen)

1/2 cup pineapple preserves

3 tablespoons prepared horseradish

1 tablespoon Dijon mustard

Directions:

1. Bring the first 3 ingredients to a boil, stirring often, in a saucepan over medium-high heat. 2. Add cranberries. 3. Return mixture to a boil. Reduce heat and simmer, stirring often, for 10 minutes or until the

cranberry skins begin to pop and mixture begins to thicken. Remove from heat. 4. Stir in pineapple preserves, horseradish and mustard; remove pan from heat and let sauce cool. 5. Cover and chill in fridge until ready to serve. NOTE: Sauce may be stored in an airtight container in the fridge for up to two weeks.

Nutritional Facts for Cranberry Jezebel Sauce Serving Size: 1 (1025 g) Servings Per Recipe: 1 Amount Per Serving % Daily Value Calories 478.1 Calories from Fat 3 28% Total Fat 0.4 g 0% Saturated Fat 0.0 g 0% Cholesterol 0.0 mg 0% Sodium 138.3 mg 5% Total Carbohydrate 121.6 g 40% Dietary Fiber 6.4 g 25% Sugars 100.3 g 401% Protein 1.0 g 2%



35 www.easgv.org

So, What’s The Scoop??

We are introducing a new section to our Award Winning Newsletter called “So, What’s The Scoop?”. This will be a member driven section, set to feature tidbits from all our members. What are we looking for? Anything to do with…

Share the joy! Share the cheer! Share your news! Let everyone know you are alive and doing well.

Scribble your one or two-line “Scoop” below or on an e-mail and send to us at: [email protected]

So, What’s Your Scoop??

Name: E-mail:

Birthdays

New job

Promotions

Graduations

Anniversaries

Weddings

Births

Trips

Health updates

Charity Work

Fun things done

Etc.



36 www.easgv.org



37 www.easgv.org

EASGV Association in Motion

October 16, 2014 Dinner Meeting


https://picasaweb.google.com/108337514889221886628


38 www.easgv.org

EASGV Association in Motion

2015 Installation

2014 EASGV Board

2015 EASGV Board

Past CEA & EASGV Presidents


https://picasaweb.google.com/108337514889221886628


39 www.easgv.org

2015 Installation



40 www.easgv.org



41 www.easgv.org



42 www.easgv.org

Partners in Real Estate

Arcadia Board 601 S. First Ave. 50 W. Duarte Rd. Wednesdays Caravan only

of Realtors Arcadia, CA 91006 Arcadia, CA 91006 8:30

Tel: (626) 446-2115 At Masonic Center

Fax: (626) 446-4072

www.TheAAR.com

Affiliate dues $135.00

Pasadena Foothill 1070 E. Green St. #100 960 E. Walnut Ave.

Board of Realtors Pasadena, CA 91106 Pasadena, CA 91106

Tel: (626) 795-2455 At Salvation Army

Fax: (626) 795-7155 and

www.pfar.org 1200 Foothill Blvd.

Affiliate dues $150.00 La Canada, CA

At Church of the Lighted Window

West San Gabriel 1039 E. Valley Blvd. #205B 1039 E. Valley Blvd. #205B Thursdays Speaker and

Valley Board San Gabriel, CA 91776 San Gabriel, CA 91776 8:30 Caravan

of Realtors Tel: (626) 288-6212 at Association

Fax: (626) 288-7658

www.wsgvar.com


Montebello Board of 1304 W. Beverly Bl.#100

888 Montebello Blvd. Wednesday Speaker and

Realtors Montebello, CA 90640 Rosemead, CA 91770 8:30 Caravan

Tel: (323) 721-6623 At Doubletree Inn

Fax: (323) 721-4980

www.mdbor.org


Glendale Assoc. 124 S. Isabel St. 128 E. Colorado Blvd. Wednesday Caravan +

Realtors Glendale, CA 91205 Glendale, CA 8:30 Speaker

Tel: (818) 241-2184 at Glendale Elks Lodge (sometimes)

Fax:(818) 240-3572

www.gaor.org

Affiliate dues $138.00 for 2


http://www.theaar.com/

http://www.pfar.org/

http://www.wsgvar.com/

http://www.mdbor.org/

http://www.gaor.org/


43 www.easgv.org

Partners in Real Estate

Citrus Valley Assoc. 655 W. Arrow Highway 655 W. Arrow Highway Wedneday Caravan +

of Realtors San Dimas, CA 91773 San Dimas, CA 91773 9:00 Speaker

Tel. (909) 305-2827 at Association

www.cvar.net

Dues: $130.00 per year

Women's Council of c/o Diane Lee 321 E. Huntington Dr. 1st Friday Speakers

Realtors Realty Executives Arcadia, CA 91006 lunch

99 S. Chester Ave., Suite 101 at the Marriott

Pasadena, CA 91106

Tel (866) 585-8808

Fax (626) 486-0284

[email protected]

c/o Arlene Langdale

[email protected]


Chinese American P.O. Box 1435 111 N. Atlantic Blvd. 2nd Wednes-day Speakers

Real Estate Prof. San Gabriel, CA 91776 Monterey Park, CA 91754 Dinner

(CAREPA) www.carepa.org at Empress Pavillion Rest.


California Assoc E-mail: [email protected]

Mortgage Brokers

(San Gabriel Chptr) www.sgvcamb.com

(CAMB)


http://www.cvar.net/



http://www.carepa.org/

http://www.sgvcamb.com/

EASGV Nov-Dec 2014

Documents

Transcript of EASGV Nov-Dec 2014