General Upcoming Meetings
2010 Meeting Dates
Mark Your Calendars!
September 9
November 4
Meetings will all be at The Grand - Long Beach Event Center in 2010.
All meetings begin with:
6:00 p.m. - Registration
6:45 p.m. - Dinner with program following
General Meeting, Thursday, September 9, 2010
Time: Registration / Cocktails: 6:00 p.m. / Dinner – 6:30 p.m. / Program – 7:00 p.m.
Menu: Rio Grande Buffet
Program: Update on California's Unclaimed Property Law
The Annual Escheat Reports are due to the State Controller's Office no later than November 1st. Mr. Pruitt will review the New Requirements for escrow agents to provide notice to owners of unclaimed funds prior to the escheatment period. Issues found in field audits by the Controller's staff will also be reviewed.
Speaker: Chris Pruitt – Principal – Reconworks
Speaker: Adam McDonough (Invited) – Lockton Insurance Brokers
Fidelity & Computer Crime Insurance Program
Recently, an independent escrow company lost through an outside hacker $465,000 from their trust account. The hacker was able to go around the various internet/wire protections. Neither the EAFC nor the EIC Personal Property Escrow Fidelity Programs covers for loss of operating funds due to employee theft, or loss of either operating funds or trust obligations due to computer fraud. The Institute's Insurance Underwriter and Broker will discuss this emerging crisis and the introduction of the NEW Fidelity & Computer Crime Insurance Program. We will be joined by representatives from our Affiliated Banks to share their observations and recommendations to protect the escrow trust accounts.
Deadline for Reservations: September 7, 2010
September 9 Meeting NOTICE
Please RSVP
>>>Spring Conference Materials<<<
Download 2010 Spring Conference Materials HERE
Many, Many Thanks to our 2010 Spring Conference Sponsors

Platinum
Citizens Business Bank
Tim Noone, Mary Hernandez, Connie Wells
First American SMS
Kathy Robinson, Mark & Kacy Troncale, Terri Parnell
RBJ Software, Inc.
Hilda Avila, Cynthia Belzl
Gold
Bank of the West
Dale Paterson, Margie Coenraad-Martinez, Ed Palomo, Laura Underwood
SoftPro Corp.
Alain Chapuis
Union Bank
Mary Gomula-Sawa, Joan Manning, Elaine Chave, Andy Clark
Bronze
Butler Notaries
Damon Butler
Silver
1st Enterprise Bank
Alex Martinez
Archive It!
Guy Puckett
City National Bank
Phil Petrozzi, Julie Hayre, Linda Doll
Professional Business Bank
Steve & Will Saylor
Rammell & Company
Jennifer Rammell
Stone Creek Escrow, Inc.
Maggie Waller
Calendar Ads
Archive It!
Bank of the West
Citizens Business Bank
DocPros, Inc.
First American SMS
Paul Paparella
Pothier & Associates
Professional Business Bank
Rammell & Company
RBJ Software, Inc.
SoftPro Corp.
Union Bank
Goodie Bags
All Pro Escrow
Bank of the West
Business of Escrow
California Business Escrow, Inc.
Citizens Business Bank
Crystal Clear Images
DocPros, Inc.
Elite Escrow Services of San Diego
Global Data Services
Pacific Corp
Palomares Escrow
RBJ Software, Inc.
To download the presentations from the Conference, please login to the Members Only area and click under
>>>Spring Conference Materials<<<
2009 Spring Conference Recap:
Click Here
To access all of the presentations and important information shared at this year's annual conference, please login to the Members Only section or go directly to: 2009 Spring Conference Recap