JULY 2024

CBA CLASSES & EVENTS

DATE: July 18, 2024

TIME: 9 a.m. - Noon

CREDITS: 3 CE Hours

LOCATION: CBA Training Room, Lynnwood

COST: $65 CBA Members | $80 Non-Members

 

Don't miss this in-person class that provides a hands-on approach to examining the typical Phase I Environmental Site Assessment report. 


Participants will learn: 


  • How each element of the report is completed, 
  • What the regulatory requirements are, and 
  • How final conclusions are reached


Each participant will also receive a typical Phase I ESA report with a list of appendices.


Instructor: John R. Kane, CEO/President of Kane Environmental


John has over 35 years of experience in the environmental services industry. In 1994, he joined Environmental Partners as Principal and Senior Geologist responsible for Phase I due diligence projects for commercial/industrial sites and mergers and acquisitions. In 2000, John founded Kane Environmental to provide business solutions to improve the environmental, social, and economic health in communities across the US. 

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DATE: August 6, 2024

TIME: 9 a.m. - Noon

CREDITS: 3 CE Hours

LOCATION: Live Webinar

COST: $65 CBA Members | $80 Non-Members


Are you interested in becoming a better resource for your clients by learning the ins and outs of conventional and SBA financing? Not sure who qualifies for which types of loans?

 

Join instructors Linh Wang, Robert Barr, and Mark Willis as they:

 

  • Review different types of financing and refinancing and the qualifications for each.
  • Discuss conventional financing, the SBA and SBA 7(a) loans and SBA 504 loans, and how the SBA and the CDC work together.
  • Explain related financial terms.


Instructors: 



Linh Wang | VP, Sr. Lead Commercial Bank Relationship Manager, Emerging Middle Market | BMO Bank | Conventional financing


Robert Barr | Vice President | Wells Fargo SBA Lending | SBA and SBA 7(a) loans


Mark Willis | Business Development Officer | Ameritrust CDC | SBA 504 loans & how the SBA and CDC work together

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DATE: August 21, 2024

TIME: 9 a.m. - Noon

CREDITS: 3 CE Hours

LOCATION: CBA Training Room, Lynnwood

COST: $65 CBA Members | $80 Non-Members


Learn the basics, the elements of the commercial title report, and the details of the escrow process unique to commercial closings, as well as how Title and Escrow can make or break your deals.


In this class you’ll learn:


  • What a Preliminary Report is and how to read it
  • The components of a Preliminary Report
  • What a Title commitment is
  • About Title Insurance coverage, exclusions, and exceptions
  • Policy types
  • Endorsements
  • Recordable documents
  • And additional considerations

 

Our instructor will provide an overview of the acquisition and disposition and the closing process.


Instructor: Steve Cory | Sales Executive | Fidelity National Title


With over 30 years of experience in the title insurance industry as an examiner, title officer, manager, and sales executive, Steve has gained the knowledge and experience to address his clients' real estate needs. He has also earned the reputation of advocating for his clients by learning their individual needs and working with them to have the smoothest transaction possible. 

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DATE: September 25, 2024

TIME: 9 a.m. - Noon

CREDITS: 3 CE Hours

LOCATION: Live Webinar

COST: $65 CBA Members | $80 Non-Members


After completing Current Issues in Washington Commercial Real Estate (CORE) 2024-25, you'll be familiar with:


  • The History of Agency Law in Washington
  • The 2024 revisions to Agency Law
  • Current issues and legal trends relating to competition and compensation in commercial brokerage
  • The importance of maintaining a complete transaction log/file
  • Requirements for brokers with less than 2 years of experience
  • Case studies that form the basis for Washington law

 

Attendees will also gain an understanding of:


  • Organizational structures, roles, and responsibilities and be able to describe common real estate practices
  • Common concepts relating to risk avoidance


Instructor: Andrew Mathews | Of Counsel | Stoel Rives


Andy Mathews practices in Stoel Rives’ Real Estate Group. He has a multidisciplinary background in litigation and risk management, regulatory/licensing compliance, and real estate transactions that he leverages in advising real estate clients on myriad brokerage-related matters.

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DATE: September 30, 2024

TIME: 9 a.m. - Noon

CREDIT: 3 CE Hours

LOCATION: CBA Training Room, Lynnwood

COST: $65 CBA Members | $80 Non-Members


Real estate syndication provides an effective way for investors to pool their financial and intellectual resources to invest in larger projects than they could on their own.


In this class, you will learn how to decide if syndication is right for you and explore: 

 

  • The pros and cons of syndication
  • The traits of a good syndicator
  • The mindset necessary to create a syndicate
  • How to set goals and look at your own skills as a syndicator
  • How to set up a syndicate


Case studies show how you can make money on a syndication deal. 


Please join us for a networking lunch in the CBA classroom after class. 


Instructor: Derek Doke, CCIM | CRE Advisor & Syndication Coach | DerekDoke.com


Derek has over 25 years of experience as an Asset Manager, Property Manager, Broker, and Syndicator. He has been involved with more than $3b worth of investment real estate, including $400m worth of syndications representing 300+ investors. 

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If your real estate license expires in 2024, it's time to get going on your required 30 credit hours of CRE continuing education!


We've continued to build out our on-demand CBA course catalog to give you the most relevant, highest quality, commercially focused classes on the market in a 24/7, online format, including Current Issues in WA Commercial Real Estate (CORE) 2024-25 and the mandatory Washington Real Estate Fair Housing course.


We also offer Commercial Renewal Packages. They're a great way to earn ALL the CE credits you need to renew your license for one very reasonable price!


To see all of our industry-leading courses and register, click below.  

LEARN MORE AND REGISTER

PARTNER CLASSES

AND EVENTS

CREW SEATTLE

Tour The Jack in Pioneer Square


July 16, 2024

4 - 6:00 p.m.

The Jack

CREW Members $35 |

Nonmembers $45


Come tour The Jack! In the heart of Pioneer Square, with breathtaking views and workplaces employees crave, this elegantly designed building definitely has a wow factor.


The Jack is the first of its kind in the United States to be in pursuit of SEAM certification. The Social Equity Assessment Method helps companies leverage commercial real estate to create positive social impact in their communities and the world. It is also pursuing LEED Gold, WELL Building Gold, WiredScore Platinum and is Salmon-Safe Certified.


Learn More >>

Summer Golf Event in Tacoma


July 25, 2024

5 - 6:30 p.m.

Meadow Park Golf Course

CREW Members $20 |

Nonmembers $30


Join CREW Seattle for their Summer Golf Event! This event marks the South Sound Committee's inaugural golf event, bringing attention to CREW's presence in the area. Enjoy an afternoon of golf fun, practice shots, learning the basics of the game, and, of course, networking.


Includes 90 mins of group instruction and a bucket of balls. Session will conclude with 30 minutes of networking.


Learn More >>

WE'RE HERE TO HELP!

We offer monthly opportunities to train with our team to master our search platform, create reports for your clients, or use Legal Library PRO.


Click on the links below to register.


Website Searching & Listings Webinar

Legal Library PRO Training Webinar


*NOTE: These free training sessions are NOT for CE Credit.

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