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

This forum will deliver a practical playbook to strengthen the four pillars that drive optimal performance for an escrow business, with examples you can apply immediately.

• Time management: workflow design, task triage, and light-weight tech that keeps files moving without burnout.
• Profitability: pricing, margin levers, and KPIs that make every file count.
• Marketing: consistent referral generation with agents, lenders, and builders—what’s working in California now.
• Staffing: role clarity, onboarding, incentives, and culture to retain high performers

Plus! Your Game Plan for New FinCEN Reporting Rule

• Critical training on the new reporting requirements that every Escrow Office must know.
• Be ready for December 1, 2025 compliance deadline

Who should attend
Escrow owners, managers, operations leads, and senior officers seeking practical systems—not theory.

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