Risk Management Brown Bag Seminar

Q&A Session with California Department of Real Estate on November 5

Brown Bag Event
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Date and Time
Tuesday, November 5
12:00 p.m. - 1:30 p.m.
Admission - FREE
SDAR Kearny Mesa
4845 Ronson Court Room 101
San Diego, CA 92111
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Property Management & Trust Fund Accounting Q&A With California Department of Real Estate

Presented by SDAR's Risk Management Committee and the Commercial Real Estate Alliance (CRASD). Bring your lunch and join us!

Of the many complaints investigated and referred to the DRE for disciplinary action, property management related issues such as the mishandling of trust funds, inadequate record keeping, and even trust account shortages are the most common and serious problems.

The DRE’s head of enforcement, Veronica Kilpatrick and DRE auditor Karan Dogra will answer audience questions on topics which may include the following brokerage issues:

  • Proper Trust Fund Handling & Record Keeping
  • Using Trust Fund Accounting Software
  • Examples of Licensed / Unlicensed Activities
  • Other Problem Areas for Property Managers

Questions may be submitted to [email protected] prior to the event. Presubmitted questions will take priority over questions presented at the event, and not all questions will be answered. Note: This session is strictly focused on property management issues and therefore questions relating to residential brokerage questions will not be answered.

Guest Speakers

Veronica Kilpatrick
DRE Head of Enforcement
Also: Karan Dogra
DRE Auditor

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