For association presidents
Host an AI for Escrow session for your members.
You are the convener. Your members are hearing about AI from vendors, from headlines, and from their own staff. This is the education that gives them a practical framework they can adopt this week. No vendor pitch in the room.
The Association Host Packet.
The complete packet an association president or education chair needs to host a 60-minute AI for Escrow Professionals education session. Every deliverable is paste-ready, printable, and vendor-neutral.
What is in the packet
Twelve deliverables: a host-forwardable invite blurb, course description, timed 60-minute agenda, six learning objectives, speaker bio for Sebastian Heyneman, PD-credit checklist for CEA submission, printable sign-in/sign-out sheet, evaluation form, the Green/Yellow/Red handout, the AI Use Policy template, a file-safe workflow checklist, and a post-event file-review CTA.
How to use it
Review the invite blurb and forward it to your members. Post the course description on your association website or education calendar. Print the sign-in/sign-out sheet and evaluation form for each attendee. Print the Green/Yellow/Red handout as a one-page takeaway. Use the PD-credit checklist to confirm your session meets CEA PD submission requirements.
The host-routed room ask.
The strongest format is not a webinar. It is a small-first owner session, 6-12 owners and managers, hosted at a board office, after wire cutoff or during lunch.
The host-routed room ask is simple: we ask a closed or warm board office to convene peers. The host brings the room. We bring the content. The format is 15 minutes of content plus open time. Not a webinar, not a pitch.
The run-of-show: Frame (0-3 minutes) sets the context. Demo (3-10 minutes) walks through three live attack vectors. Bridge (10-13 minutes) connects the framework to the file. Override line and open the room (13-15 minutes) for questions and conversation.
Cadence: approximately 2-3 afternoons per week after wire cutoff, concentrated in Orange County to start. The host-routed approach means we never blast. We ask one person to convene peers, and the room does the rest.
Host a room
If you are an association president or education chair and want to host a lunch-and-learn at your board office, reach out. We will bring the content, the handout, and the facilitation. You bring the room.
The AI Incident Drill (premium).
Above the free 60-minute webinar, the AI Incident Drill is the premium workshop offering an association or office pays to host.
The webinar teaches the Green/Yellow/Red framework. The drill makes participants use it under time pressure and produce the record. A lecture teaches a framework. A drill makes participants live it.
The drill is a 30-minute tabletop exercise with a 7-beat hypothetical scenario. No real office, person, or file is named. Participants work with pens and paper. No laptops. The room stays in the scenario. Each participant leaves with a completed worksheet that is the same shape as a Review record.
The funnel: the free webinar warms the room. The drill is the premium offering. Office hours is the follow-up where the shape becomes a real record on a real file.
The session is informational education, not CE, CLE, or PD credit-approved unless separately designated by your association. No continuing education credit is offered or implied unless your association designates it. The session is vendor-neutral education. No product pitch in the room.
The office decides. Veto records the review.
EscrowEducator does not pitch, endorse, or recommend any product. The education is vendor-neutral. The doctrine makes the product obvious; the product is never the point of the education.
EscrowEducator is a public-interest education project maintained by Veto. Not an official government or association source. The office decides what to adopt and how.