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President's Message

A lot has happened since I began this journey as your President.  We have had a Past Presidents night – brought back after many forgotten years. Our Past Presidents shared their vast knowledge and insight with us at the February Meeting. In April we were lucky to meet our new Orange County Clerk/Recorder Hugh Nguyen and learned a lot about recording issues. Our Mini Workshop in April was a reprise with Anthony Bourg, Bank of the West, with an update and refresher on Outlook and an intro to Twitter!  Thank you to our hosts for the February Meeting and April Mini Workshop – Co-Sponsors Bank of the West and The Escrow Training Institute. Thank you also to our Co-Sponsors City National Bank and FPS, hosts of our April meeting.

Sammy Simpson

At our June Dinner Meeting, Rose Pothier, Esq. shared valuable information with us on how to handle real life situations and how to protect against cyber theft.  Companies have gone out of business due to inadequate protection of their trust accounts!  Thank you to RBJ and Doc Pros for hosting. It was exciting to have three Professional Designations to award. Congratulations to Ashley Bowman, CEO, DeeAnna Pope, CEO and Beverly Toma, CEO.  Thanks to all who provided the positive feed- back on the return of "S"crow Bingo. Again it was a huge success and oodles of fun.  :-)

At our September meeting we were able to cover many of the Topics on the original agenda from our Day of Education agenda and we will present more of the topics at our November meeting so please make your reservations early.  We also awarded Kim Eachus, CEO, Debra Boozer, CEO, Julie Parker, CEO and Jackie Moore, CEO with their Certified Escrow Officer designations. Hopefully all of our recent designees have inspired a few more of you to take the plunge.  Congratulations to you all.

For all of you PD hopefuls I hope you have submitted  your applications and have saved the dates for PD Workshops and Test (Workshop:  November 2nd and 9th and Test on November 16th).  The workshop really does help! I am sure there are many of you out there who have decided to make this the year to get your Professional Designation, I applaud you.

One of our challenges is to have an ever growing - forward thinking board of directors for the Orange County Escrow Association.  So I would like to take a moment and give a very sincere "Thank You" to Ashley Knowles and  Shayna O’Green.  Both have provided us with a "Willingness to Serve" and were elected as Directors for the 2014 OCEA Board.  Yes, it is voluntary and Yes, it requires a commitment to work, but we all should "give back" to the industry that has provided so much to each of us and our families.  It just makes sense! It is thrilling to see new directors each year as they bring a new outlook and fresh ideas to our Association. As well, I would like to thank those who are returning to the Board in 2014. Thank you all and Thank you for all the amazing support and hard work you all contributed to OCEA this year!!!!

If you have any questions please feel free to contact me directly and I would be happy to answer anything I can.

See you all soon. 
Your fearless leader, Sammy Simpson

Mid-Month Recap

The September meeting was a HUGE success! We covered half of the material we would have covered at our Day of Education had we not been forced to cancel. At the Mini Workshop we covered the latest on Same-Sex vestings with Debbie Tognetti, Title Officer with Fidelity National Title. Debbie then joined Debbie Bannister with Innovative Financial Services and Jennifer Felton, Esq., with Hershorin & Henry LLP for the Dinner meeting program. We had a lively discussion covering a myriad of topics. See November 20 meeting notice. At the November meeting we will cover more of the Day of Education topics. Be sure to make your reservations EARLY.

NOVEMBER meeting will be ASSOCIATE APPRECIATION NIGHT. Help us thank those that support our industry. Instead of the Associates bringing Raffle prizes for the November meeting, we will give them a break and instead we will have a Bottle Raffle. See Notice for more info on how you, our membership, can help us with the Bottle Raffle!   

Speaking of our ASSOCIATES

Thank you to Debbie Anderson from East West Bank for sponsoring the Mini Workshop and to Kacy Troncale with SMS and Mary Hernandez with Citizens Business Bank for co-sponsoring the SEPTEMBER dinner meeting, and to RAFFLE PRIZE Donations from:

  • Bank of the West
  • Citizens Business Bank
  • City National Bank
  • Escrow Training Institute
  • East West Bank
  • First Corporate Solutions
  • Jennifer Felton, Attorney
  • Notary Public Network
  • RBJ
  • SMS

A Big Thank-You to our September sponsors and those companies that made Raffle donations. We could not do it without you!

WINNER of the "Guessing Jar" was Robyn Hubbard. Congratulations Robyn!

OCEA Silver Sponsors: Thank-you to our 2013 Silver Sponsors. OCEA would not enjoy the success we have without you.

EDUCATION Sponsor: Thank-you to Escrow Training Institute and Larry O’Brien for his constant support and generosity.

PRESIDENT’S MESSAGE: Madame’ President has an important message for you. Please take time to read her thoughts.

Not a Member? Join Us! Visit our website: Already a member? Be sure to verify your info on the website and update email address, etc., as needed.

November Meeting Announcement

DATE: November 20, 2013
TIME: 6:30 Networking, 7:00 - 9:00 Dinner Meeting
AGENDA: Installation, Annual Fundraiser, and Associate Appreciate Night
SPEAKER: Lisa Tyler, National Escrow Administrator for the Fidelity Family of Companies
SUBJECT: Breaches of Security; Dangers of Outgoing Wire Transfers; and Lender Due Diligence. Lisa will also update us on new rules and forms if CFPB finalizes the rules prior to the meeting.
MENU: MIXED BABY GREEN SALAD with Goat Cheese, Toasted Pumpkin Seeds and Creamy Pomegranate Dressing Warm Artisan Rolls with Sweet Butter

ROASTED TURKEY BREAST with Classic Stuffing and Giblet Gravy, Cranberry Chutney, Creamy Mashed Potatoes and Sautéed Green Beans

Classic Stuffing with Meat Free Gravy, Cranberry Chutney, Creamy Mashed Potatoes and Sautéed Green Beans


Pumpkin Tart with Whipped Cream

3350 Avenue of the Arts, Costa Mesa, CA 92626
(714) 751-5100
(Click for driving directions)

Parking $3.00 with validation (Bring parking ticket into meeting for validation)

OCEA Member PREPAID Reservations: $40.00
(By the Friday before the meeting).
At the door price: $45.00
NON-Member PREPAID Reservations: $50.00
(By the Friday before the meeting).
At the door price: $55.00
(If not prepaid, "at the door" price will be applied)

Printable Registration Form (PDF) is available here.

Send check(s) payable to OCEA and registration form to:
Debi Peters, CSEO
Escrow Technologies, Inc.
5000 Birch Street, Suite 9000, West Tower
Newport Beach, CA 92660

Annual Fundraiser-Surprise Bottle Raffle

Our November meeting is also Associate Appreciation Night. We want to not only thank our Associates for all their support; we want to give our generous Associates a break, as they make our raffles possible at every meeting throughout the year.  We ask that our non-Associate members (that means the rest of you) bring a wrapped bottle which complies with the following rules:

Three categories:

  1. $0-$25
  2. $25-$50
  3. $50-$100

Be sure to wrap or box your bottle.

Be sure to write the price category (#1 or #2 or #3) on the bottom of the box or the wrapping so it is visible.

Bottle type ideas:  Booze, Bubble Bath, Olive Oil, Wine, Candy, Make your own, Bottle with Cash in it, Hot Sauce, Soda, etc.

Get creative - and help OCEA raise $$$$!

Bring your wallets and start your shopping early!  

Annual Fundraiser-Surprise Bottle Raffle


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