Escrow Business Forum: A 4  Pillar Playbook - Plus A  FinCEN Game Plan

Escrow Business Forum: A 4 Pillar Playbook - Plus A FinCEN Game Plan

By REACADEMIC

A practical course for escrow leaders on 4 pillars that drive optimal performance. Plus a clear Game Plan for FinCEN's new reporting rule.

Date and time

Location

Anaheim Marriott Suites

12015 Harbor Boulevard Garden Grove, CA 92840

Lineup

Good to know

Highlights

  • 6 hours 30 minutes
  • In person
  • Free parking

Refund Policy

Refunds up to 7 days before event

About this event

Business • Real Estate

A practical playbook to strengthen the four pillars that drive optimal performance for an escrow business, with examples you can apply immediately.

  • Time Management: Learn to prioritize effectively so you gain control of your schedule and have more time for what matters most.
  • Marketing: Build consistent, relationship-driven marketing habits that attract the right clients and grow your practice.
  • Staffing: Develop leadership and delegation systems so your team is empowered and your practice runs smoothly without relying solely on you
  • Profitability: Master the financial skills that let you run your firm as a business, ensuring sustainable income and growth.


Plus! A Game Plan for the sweeping new FinCEN reporting rule with Jennifer Felten, Esq.

The New FinCEN reporting rule will create unprecedented changes to workflow for every Escrow Office. The effective date was was recently changed. But, the new reporting rule and financial penalties for non-compliance remain in place!

  • The clock is ticking — by March 1, 2026, every escrow professional must comply with FinCEN’s new reporting rules or face steep penalties.
  • Massive changes ahead — for the first time ever, every non-financed residential transaction nationwide will require reporting, no exceptions.
  • Your liability is on the line — escrow officers are now the designated reporting parties, and mistakes can mean fines up to $60,000 per violation or worse.
  • Protect your closings (and your reputation) — get ahead of consumer frustration from delays, added paperwork, and privacy concerns by knowing exactly what to do.
  • Walk away ready — this training gives you the tools, checklists, and confidence to implement the rule on Day One and keep your business running smoothly.
  • Boxed Lunch Included

Who Should Attend?

Escrow owners, managers, head of operations, and senior escrow officers seeking practical solutions, not theory.

Organized by

REACADEMIC

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Hosting

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$214.19
Oct 18 · 8:30 AM PDT