Escrow Management & Financial Risk

24 Sep

9.24.26 Escrow Management and Financial Risk

9.24.26 Escrow Management and Financial Risk

Thursday, September 24, 2026 (3:00 PM to 4:55 PM)
2 Hrs. BCE Broker Management Education Credits
Hillsdale Conference Center-Classroom, Charlottesville, Virginia

You're Registered!
This session equips brokers with the essential knowledge and tools to properly manage escrow accounts and implement internal safeguards that prevent mismanagement, fraud, or noncompliance.  
  • Benefit to the REALTOR®: Brokers gain confidence in handling one of the most sensitive aspects of real estate client funds. Proper escrow management reduces personal and brokerage liability, ensures compliance with Virginia regulations, and minimizes the risk of costly disciplinary actions or lawsuits.
  • Protection for the Public: Escrow funds often represent a buyer's or seller's largest financial transaction. By managing these funds correctly and transparently, brokers safeguard consumers from loss, delay, or unethical practices promoting confidence in the real estate process.
Learning Benefits:
  • Learn how to prevent costly fines, audits, and disciplinary action.
  • Gain confidence in implementing financial controls and oversight procedures.
  • Enhance leadership credibility with agents and clients.

Hillsdale Conference Center-Classroom - Classroom
Hillsdale Conference Center-Classroom (Classroom)
550 Hillsdale Drive
Charlottesville, VA 22901

Map & Directions

Patton, Donna
Donna has been a REALTOR® since February 1996 and got her Broker’s license in January 2002. She was a Managing Broker for a local franchise brokerage from 2002 - 2017. She has her ABR, SFR and CRB designations. She has been instructing at CAAR since 2006.


Involvement with CAAR: Board of Directors for CAAR in 2004 and then again from 2008 – 2010; PS&A/Grievance and have been since 2004; Chair of IS Committee 2003 & 2004; MLS Task force 2003; Education Committee 2006 and Co-chair in 2007; Professional Development Committee Liaison 2009; Communications Group liaison 2010; Recipient of Ethics in Action Award 2007; CAAR Honor Society recipient; Sales Associate of the Year for 2012Involvement with VAR: Standard Forms Work Group 2008-2013; Professional Development 2009; VAR Honor Society recipient

Hash, Cynthia
Helping people is Cynthia's passion! Problem solving and teaching are her gifts. Her background in real estate began in 1981 as a real estate Title Insurance Examiner, then Senior Underwriter. In the 1990's, she worked for a real estate settlement company. She became a licensed REALTOR(R) in 1999. Currently she is a Principal Broker Owner of a boutique brokerage firm and has been teaching the Principles of Real Estate Pre-License class since 2020. 

Members:  No Show Fee-Student that register for classes/event that are FREE for members will be charged a no-show fee of $10 after not attending the class/event. Cancellation requests will be accepted through 5:00 p.m. two business days preceding each class.
 
Non members:  Cancellation requests (written or phoned) will be accepted through 5:00 p.m. two business days preceding each class. All paid tuition other than the $10 non-refundable, non-transferable to another person deposit will be refunded. No refunds will be given for cancellations made after the close of business on that day. (Requests for refund consideration due to extenuating circumstances must be received by CAAR in writing within 15 days after class start date).