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Orange County Escrow Association
General Membership Dinner Meeting


Wednesday, February 19, 2014
6:00 PM Networking/Registration
6:30 PM to 8:30 PM Dinner Meeting


Avenue of the Arts Wyndham
3350 Avenue of the Arts, Costa Mesa, CA 92626
Phone: (714) 751-5100


Margie Coenraad-Martinez with Bank of the West; Tim Noone with Citizens Business Bank; Julie Hayre with City National Bank; Rebecca Proctor with East West Bank; and last but certainly not least, Phil Petrozzi with Opus Bank.


Ask the Bankers about:

  • Clearing time for Cashier’s checks and the good funds law -- has it changed?
  • Why some wires do not have immediate availability.
  • On-line banking services-how safe are they?
  • What is Positive Pay?
  • Scanning Trust Account deposits.
  • Difference in ABA routing numbers for Wires and ACH.
  • Fraud -- cyber or otherwise, and how your Bank can help protect your account.
  • Why banks charge wire reject fees, and much more!
  • Do you call to verify if a personal check has cleared?
  • How do you read a Bank’s financial statement?

Submit your questions to by Friday February 14 so that we can include them in the discussion.


Modern Caesar Salad; Chicken Florentine with Sauteed Spinach, Mushrooms and Goat Cheese; Herb Risotto; Seasonal Baby Vegetables; Dessert featuring Tiramisu with Crème Anglaise; Coffee Service

Walk-ins are okay... but if possible, you can help our meetings to start on time, and also help the hotel plan to prepare the right number of meals if you’ll make your paid reservation by Friday, February 14. Reservations are not complete until your check is received.

Faxed reservations are not accepted. A reservation made is a reservation paid – nonrefundable. (We make a guarantee to the hotel based on paid reservations received.)

$40.00 if payment received by 4PM, Fri., Feb. 14
$45.00 at the door or after 4PM Fri., Feb. 14

$50.00 if payment received by 4PM, Fri., Feb. 14
$55.00 at the door or after 4PM Fri., Feb. 14

Please mail or deliver your check, made payable to “OCEA,” to:
New address:
The Escrow Source • 27611 La Paz Road, Suite D • Laguna Niguel • CA • 92677
Attn: Michelle Rahe or Ashley Knoles (949) 305-0888

Multiple Attendee Reservation Form (PDF)