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EASGV Mar-Apr 2015
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Official Newsletter of the
In This Issue:
2015 EASGV Officers & Directors ............................. 3
President’s Message ................................................. 4
February 19, 2015 Dinner Meeting Minutes ............. 5-6
March 19, 2015 Dinner Meeting Minutes ................. 7-8
April and May Calendar Highlights .......................... 9
Treasurer’s Report .................................................... 10
COMMITTEE REPORTS:
Membership ............................................................... 11
Social Media .............................................................. 12
Education ................................................................... 13
Fundraising ................................................................ 14
Professional Designation .......................................... 15
Awards ........................................................................ 16
OTHER EVENTS, EDUCATION/INFORMATION & REMINDERS:
AEA Conference Delegates ...................................... 17
LA County Recorder Notice on
Document Cover Page ............................................... 18
LA County Recorder Notice on Special Recordings 19
Davis & Davis/LA County Recorder Regarding
SB 1467 ....................................................................... 20-23
Save the Date/Summer Seminar .............................. 24
City of Hope Blood Drive Results ............................ 25
Administrative Professionals Day ........................... 26
April Dinner Meeting Reservation Form .................. 27
May Dinner Meeting Reservation Form .................... 28
Links to EASGV Website for Important Forms ....... 29
February 2015 Dinner Meeting Pictures .................. 30-31
March 2015 Dinner Meeting Pictures ........................ 32-33
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2015 Officers & Directors PRESIDENT: DIRECTOR:
Terri M. Fabbri, CSEO, CEO, CEI, CBSS, CMHS Josette Loaiza
[email protected] [email protected]
626.445.6137 949.476.5751
PRESIDENT ELECT & CEA DIRECTOR: DIRECTOR:
Vanessa James Jennifer LaGray
[email protected] [email protected]
626.304.3587 626.610.2163
VICE PRESIDENT: DIRECTOR:
Elia Fuentes, CSEO, CEO Linette & Greg Seright
[email protected] [email protected]
626.262.4333 626.795.5050
TREASURER & CEA DIRECTOR: DIRECTOR:
Tricia Vagt, CSEO, CEO, CMHS Phil Atwan
[email protected] [email protected]
626.339.5481 213.479.8800
SECRETARY: DIRECTOR:
Joann Cazares, CET Hilda Avila
[email protected] [email protected]
626.262.4333 626.357.9725
CEA DIRECTOR: CEA DIRECTOR &
IMMEDIATE PAST PRESIDENT:
Judy Arrington Juliana Tu, CSEO, CEO, CBSS, CEI, SASIP
[email protected] [email protected]
626.744.1684
March/April 2015
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MARCH/APRIL NEWSLETTER
The year is going by so fast I can’t believe it – Soon it will be time for our Summer Seminar
in August which is going to be terrific and one you won’t want to miss!!!
By the time you receive this Newsletter we would have had our Professional Designation
workshops and looking forward to hosting the CEA Professional Designation test on April
18th – I hope all of you wishing to be Professionally Designated submitted your application
so you can take the test and have that wonderful feeling of accomplishment and pride.
We were very honored and privileged to have as our guest at the February meeting Joyce
Cujak who was the co-founder of EASGV in 1954. Joyce was President of the California
Escrow Association in 1964 and President of Escrow Associates of San Gabriel Valley in
1957 when we were chartered with the California Escrow Association. Joyce is a wonderful
person and has the most wonderful escrow stories and experiences you could possibly think
of - - - I certainly hope she can attend some of our other meetings this year .
A special Thank You to Jennifer Felten, Esq. for being such a wonderful speaker at our
February meeting and presenting us with a lot of education on many subjects. We
appreciate her attending our meeting and sharing her knowledge of what’s new and what’s
in our future for our industry.
All of our committees are working hard to present our members with the best in education.
Our monthly meetings will always be informative - our committee chairs always report on our
charitable events, seminars, legislative updates and fun events being planned. Please don’t
miss any of our meetings!!!!
Membership is the key!! If you are not a member of EASGV you are missing out – Don’t
delay and join now so you won’t miss out on all of the benefits afforded members of our #1
Association!!
Remember this is the 4th and final year of our 4 year cycle for Professional Designation
credits. Please make sure you have counted your credits so that you’ll have no problem
attaining the required 48 continuing education credits by December 31, 2015.
Respectfully submitted
Terri Miali Fabbri, CSEO, CEO, CMHS, CBSS, CEI
EASGV 2015 President
March/April 2015
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Calendar Highlights!! 4th Passover
5th Easter
7th EASGV Board Meeting @ 6:30 p.m. (open to all)
Century 21 Adams & Barnes
16th EASGV Dinner Meeting @ 6:30 p.m. (Speaker: Michelle Marsico)
18th PD Exam
22nd Administrative Professionals Day
5th EASGV Board Meeting @ 6:30 p.m. (open to all)
Century 21 Adams & Barnes
10th Mother’s Day
16th Armed Forces Day
21st EASGV Dinner Meeting @ 6:30 p.m. (Speaker: Michael Choy)
25th Memorial Day
March/April 2015
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March/April 2015
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March/ April 2015 The Membership Committee is busy, busy, BUSY reaching out to non-members, both escrow professionals
and affiliates alike, to join the Escrow Associates of San Gabriel Valley, following up on membership
inquiries and sending out applications. We will even be emailing, mailing or PERSONALLY dropping off a
letter on the benefits of membership to non-member escrow companies in the greater surrounding area
these next few weeks. Plus, we are on a mission this year of making ourselves known starting with joining
our neighboring real estate associations.
This month, EASGV has joined the Arcadia Association of Realtors, Citrus Valley Association of Realtors,
the Pasadena–Foothills Association of Realtors and the West San Gabriel Valley Association of Realtors to
represent YOU! Who better to represent your interest than you? Will you join us?
We’re all in this together, and together we have a stronger voice. So, whether you are practicing escrow, a Broker or Agent, or in an affiliated business, become a member today. With the collective voice of a large association, we have a better chance of being heard – and listened to – by Federal and State regulators that, particularly now more than ever, must hear our position on the rules and regulations, laws, and imposing vetting companies that are impacting the Escrow/Settlement industry. We know it takes a special mix of knowledge, experience and personality to be successful in the industry. EASGV provides the education, information, resources and networking to support your success. Our membership includes some of the most experienced, knowledgeable and friendly people. They are willing and anxious to share what they know with you! With that in mind, let us extend a HUGE WELCOME to our newest members:
GLORIBEL CORREA of Champion Escrow
BEATRIZ GARCIA of Covina Escrow
CATHERINE CHANG of Global Escrow
MICHELLE HAN of Global Escrow
VICTORIA PARTRIDGE of Arcadia Escrow Services
EASGV is now at 122 members and counting!
The more members, the stronger the association, the louder and more united the voice – the bigger the gains, the bigger the impact, the better for the Escrow profession, the better for YOU!
Complete a membership application and join today! You will be glad you did.
Hilda Avila & Vanessa James Membership Committee Co-Chairs
March/April 2015
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Social Media Committee Report – Mar/Apr 2015
EASGV secured its place in cyberspace on April 19, 2000 with the very first version of our website.
It was a 3-page website with basic information about meetings, education, board members,
committees, and even a few resource links. Version 2.0 of the website was launched February 3,
2002 with a 10-page website and a better design to benefit our members. It was expanded to 20
pages in 2003 and soon we found that we needed more flexibility. In January 2004, we launched a
new version and for the first time we were able to offer printable meeting notices. Over the next few
years, we expanded the website to more than 50 accessible pages and beginning in 2007 we
began to change the theme each year for a new look and feel.
This year, we moved our website away from a desktop platform to a web-based platform. One of
the reasons we chose this particular platform was because it allowed attachments so we could
continue with printable meeting notices and newsletters. The PDF docs on our website are
uploaded via ISSUU.com and are downloadable by first clicking on Share, then on Download.
Some documents require you to sign into your account at ISSUU, and you can sign up for a free
account. Once you download the flyer then you can print from your computer. We are still testing
all the nuances this new platform offers, so continue to visit often to see what’s new!
If you haven’t already, please join us on Facebook. Sign in to your Facebook account, search
Escrow Associates of San Gabriel Valley, and then submit a request to join. Feel free to post
industry related topics in the group. Our goal is to keep the escrow professional in San Gabriel
Valley engaged and informed. Our Twitter following is also growing. Follow us on Twitter
@EASGV.
As a member of EASGV, you are automatically included in our eblasts. We will send you the
monthly meeting notices, our bi-monthly newsletters, and special announcements from time to time,
consisting of information on events and activities which EASGV supports and information applicable
to our industry. If your email address ever changes, please send an email to Jacqueline Cheou at
[email protected]. Jacqueline will also be happy to forward your email to CEA to help you
make the change with them as well. Don’t miss out on the eblasts!
Respectfully submitted,
Your Social Media Committee
Jacqueline Cheou, CSEO, CEO Miriam H. Brown, CSEO, CEO, CEI [email protected] [email protected] 626.382.1888 626.484.8464
March/April 2015
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March, 2015
Dear EASGV Members,
Your Education Committee is working hard to continue to bring exciting and pertinent education to
the meetings.
Upcoming speakers/topics include:
April: Fraud – Are You Next? Guest Speaker: Michelle Marsico, Village Coast Escrow
May: Lender’s Endorsements and Mechanics Liens - Guest Speaker: Michael Choy, Old Republic National Title
We are also hard at work to bring you a great Summer Seminar with phenomenal speakers. Stay
tuned for more info!
We would love to hear from you and know concerns or issues about current transactions on your
desk, a problem on a recent closing or something you would like to learn about. Most likely, if you
have the question, someone else has it as well. We can bring awareness and help you get
through whatever it is!
Respectfully submitted by your
Committee Co-Chairs:
Josette Loaiza & Elia Fuentes
March/April 2015
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FUNDRAISING COMMITTEE
F U N D R A I S I N G R E P O R T
2015
Our treasured and valuable Members and Friends of EASGV-
This Association and Committee’s goal is to partner with YOU to help others less fortunate or in great need.
We are seeking to enhance our ability to raise money for worthy causes like the City of Hope, and in the future, possibly include a drive to donate clothes and home use items for a praiseworthy rehab shelter – more information to come…
In addition, we are looking to “spice up” our Dinner Meetings as it relates to Fund Raising (stay tuned and pay attention!). Our goal is to raise MORE $, and to have FUN doing it!!!
(if you like to shop, wait till you see what we are cooking up!!!)
We are so very grateful for those individuals and companies have who stepped up and donated their time and gifts for our EASGV fundraising efforts - a very special thank you to:
Jessie Billis – BBS Notary Services Dave Shean – Evergreen Note Service
Jana De Tevis – Comerica Bank Sam Ng – Farmers Insurance
Juliana Tu – Viva Escrow! Rebecca Proctor – East West Bank
Tricia Vagt – Covina Escrow Anna Millsap – Diamond Country Escrow
Sally Adams – Adams & Barnes Escrow Aly Proano – Citizens Business Bank
Phillip Petrozzi – Opus Bank Andy Clark – City National Bank
Greg Kunath – Superior Press Hilda Avila – RBJ Software
Phillip Atwan – Exchange Resources, Inc. Henry Chang – Sundoc Filings
Tina Hunter - Morton Allan Haas CPA’s First American NHD – Maria Howard
Debbie Anderson – Umpqua Bank Jennifer Rammell – CPA Firm
Huntington Escrow – Judy Pastor
There were others who donated gifts for our raffle, but unfortunately we do not have a record of those because a 2
nd business card was not present for us to keep. In the future,
PLEASE ATTACH 2 BUSINESS CARDS IF YOU ARE SO INCLINED TO DONATE A GIFT – WE WANT TO ACKNOWLEDGE YOU AND YOUR COMPANY FOR YOUR GENEROSITY to our Escrow Association.
With Respect-
Phil Atwan
Your 2015 EASGV Fundraising Committee Chair-Person
March/April 2015
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PROFESSIONAL DESIGNATIONS
March/April 2015
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AWARDS COMMITTEE REPORT March/ April 2015
As you may know, the Escrow Associates of San Gabriel Valley received 1st Place
for the Perpetual Education Trophy Award last year. But do you know how we earned it for the past 11 years? That’s right we EARNED it! It is not easily given. And YOU can help us keep first place again this year. All you need to do is complete and submit a PET Awards form if one of the following applies to you:
Received a Professional Designation this year Attended a dinner meeting and/or other education meeting at another escrow
association besides EASGV Took any escrow classes outside of CEA this year (EIC, the Business of Escrow
or accredited College) Made an escrow related education presentation at a real estate company, realty
board or any other allied industry Were a Speaker at any other escrow association or at CEA Conference Attended the CEA, AEA or Nor Cal Conference
We want that #1 place trophy again this year but we cannot do it without YOU.
Go to: http://www.easgv.org/tools/ and click on PET Awards Form 2014-2015 to
download a form. Complete and email to [email protected] today!
Vanessa James, Awards Chair
March/April 2015
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Congratulations are in order to the following AEA
Directors and Alternates who will represent EASGV
at the AEA 35th Annual Business Meeting and
Education Conference in Albuquerque, NM
June 9-14th :
Directors: Josette Loaiza and David Shean
Alternates: Tricia Vagt and Donna Inman
We look forward to their reports covering all of
the educational topics being presented!
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Do not include any additional information on the cover page of any document! Sample cover page:
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Have you thanked your Assistant, Secretary, Receptionist
or other Administrative support for a job “well done”?
This unofficial holiday began in 1952 when the Presidents of two associations thought to recognize
“the secretary, upon whose skills, loyalty, and efficiency the functions of the business and govern-
ment offices depend,” and to call attention “through favorable publicity, to the tremendous potential
of the secretarial career”.
Most of us have at least one direct assistant, support staff and/or an office receptionist to thank for
the many tasks that help keep us sane and make sure the office is running smoothly.
Take a few minutes to reach out to each individual and give a heartfelt “Thank you” for all they do!
March/April 2015
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April Dinner Meeting Notice/Reservation
Michelle Marsico & Special Guests
March/April 2015
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May Dinner Meeting Notice/Reservation
Michael Choy, Old Republic National Title Ins. Co.
March/April 2015
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Important Forms Via EASGV Website
Please use our EASGV website as your go-to place to find all forms that members
may need: www.easgv.org. Once you have bookmarked our website, then you will
find the Membership Tools under the Membership tab, then click on “Tools”.
Important forms you will find there include:
EASGV/CEA Membership Form
Pay it Forward Submission Form
PET Awards Form
Standing Reservation Agreement
March/April 2015
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February Meeting
SPEAKER:
Jennifer Felten, Esq.
RELAW, APC
EASGV FOUNDER:
Joyce Cujak
FUNDRAISING:
Phil Atwan, with
Lucky red envelopes
for Chinese New Year
March/April 2015
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Celebrating the Chinese New Year!
Red, Red and more Red!
March/April 2015
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March Meeting
SPEAKER and
PRESIDENT:
Juliana Tu and
Terri Fabbri
SPEAKER:
Juliana Tu on
FIRPTA
GREAT
EDUCATION:
A full house!!!
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FUN FOR THE BOYS TOO!
Ray, Ken and Greg
EASGV has the friendliest members!
