Chartwell Escrow was founded in 2009 and is licensed by the California Department of Financial Protection and Innovation meeting the most rigorous standards of financial strength and sanctity of funds. Governed by our principles of unsurpassed professionalism, ethical decision-making and employee empowerment, Chartwell Escrow delivers an exceptional settlement service experience for both the consumer and the real estate professional.
Candace is one of our newest members talked to our members about her business and herself.
We also hosted our annual gift exchange. Thank you to everyone who participated.
You can watch the video here
Next Meeting:
Announcements:
Meetings will begin at 12pm. Please be prompt.
If you are looking to speak please let me know, I am filling the calendar for 2023
Remember to invite guests to keep our membership continually growing! I will be asking all of you information on Potential members.
Our website has been updated to send leads in real time. Click on the the "Got Leads?" button the the top right of the Execs website. Click who the lead is going to and your name and a message.
1st Classification Postings:
2nd Classification Postings:
Membership Postings:
Welcome New Members:
Welcome Dave Marquez of Mystic Steam under the classification of Carpet Cleaner.
Other Membership News:
Membership Promotion
When you refer a new member, you can have a choice in one of two options
1. Have your dues waived for one quarter.
2. Have your dues, as well as the new members dues cut in half for one quarter.
New member has to be in good standing for the first 6 months to receive the promotion.
We have introduced two new types of membership.
Affiliate Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Entitled to any open classification; no exclusive classification entitlement
• Listed in roster and on web as affiliate member – classification and name only
• Not a voting member and not board eligible
• One-year limit as affiliate member; must become an executive member thereafter
Non-Profit Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Allows multiple Non-Profits in different categories.
• Listed in roster and on web as Non-Profit member
• Voting member and one Non
• No limit as Non-Profit member
Classification of the Month:
N/A
Advertisements/Want Ads:
Board Meeting Minutes:
EXECUTIVES ASSOCIATION OF LONG BEACH
December Board Meeting Agenda
December 12th, 2022
Location: The Grand
1:00 PM T. DiLeo ROLL CALL
PRESENT: _x_T.DiLeo (P) __ J. Skovgard (VP) _x_ D. Sakamoto (S/T)
H. Desh _x_ M. Loos x_ M. Garcia _ N. Whittacre _x V. Bunting
_x_ J. Beeler (PP)
Others: S. Caudillo (Executive Director) _x_
1:10 AM T. DiLeo MINUTES
· Motion to approve minutes from November Board Meeting?
· Motion: V. Bunting 2nd: J. Beeler Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
1:15 AM D. Sakamoto FINANCIAL REPORTS
· Motion to receive and file the financial reports for November?
· Motion: D. Sakamoto 2nd: M. Loos Discussion. All in favor? 6 Any Opposed? 0 Motion Passes
1:20 AM J. Skovgard MEMBERSHIP
· We have one new application. Dave Marquez of Mystic Steam under the classification of Carpet Cleaner. I have attached his application and vetting letter.
· Motion to accept Mystic Steam under the classification of Carpet Cleaner?
· Motion: T. DiLeo 2nd: M. Loos Discussion. All in favor? Any Opposed?
· Thomson AC has requested to remove Josh Thomson as Executive Member and move Tim Johnson into the position. They would also like to add Brandon Hayes as the associate.
· Motion to accept membership changes for Thomson AC?
· Motion: M. Loos 2nd: V. Bunting Discussion. All in favor? Any Opposed?
· Keo Keopong of Wolf & Wallenstein was voted in under the Classification of Attorney: Business Law via email.
· Motion to accept Wolf & Wallenstein under the classification of Attorney: Business Law?
· Motion: T. DiLeo 2nd: M. Garcia Discussion. All in favor? 8 Any Opposed? 0 Motion Passes
1:20 PM M. Loos BUSINESS PROMOTION
· Happy Hour events will return in 2023.
1:25 PM T. DiLeo / S. Caudillo OLD & NEW BUSINESS
· The Centennial celebration is this Wednesday. I have attached the final numbers.
1:30 PM T. DiLeo GOOD OF THE ASSOCIATION
· Comments from each member on their current evaluation of the state of the EALB.
· The next board meeting is January 9th at 12:50pm
