CLCS Users Conference


"Change is in the Air"

MAY 21-24, 2017

Westlake Village, CA

Dear Clients:

Welcome to the 2017 CLCS Users Conference – combining a unique family of users, Data Select staff, and a new business partner.  This combination will provide essential information for your organization to deliver the best possible lending processes.

Among the changes being unveiled at the Conference are (1) a redesign of the CLCS screens, and (2) the first extension of CLCS outside the bank to create efficiency and transparency to all stakeholders in a project.

Your attendance at this year’s Conference will ensure that your investment in CLCS continues to yield a strong return.

I look forward to meeting with you at the Conference to celebrate our 35th anniversary.


Phil Freeman, President

Data Select Systems, Inc.

“Each year, we look forward to learning more about the system’s inherent flexibility and robust features and how these can assist us with our unique loan processing and servicing needs.  My staff and I know that we will receive personalized service and will come away with fresh ideas on how to be more productive and efficient in our daily workflow.”


Michael Ivanoff, Assistant Controller, AIG

"Change is in the Air"

Come to Westlake Village this beautiful spring.  The drought is over.  The hillsides are green, and the flowers are blooming

Come and learn about these "changes in the air" at Data Select: 

  • The exciting redesign (“facelift”) of CLCS, and

  • The integration of CLCS and the Built System for totally automating construction lending.

 Sunday, 5/21/17                                                    Networking Activities

                                                                               Golf Tournament

                                                                               “La La Land” Tour

 Monday, 5/22/17                                                 a.m. - Continental Breakfast


                                                                                                  Keynote Address

                                                                                                  New Features

                                                                                                  Overview of CLCS Redesign

                                                                                                  Overview of Built System

                                                                               noon - Luncheon

                                                                               p.m. - User/Technical Workshop

                                                                                                  Integration of CLCS/Built

                                                                                                  Data Flow, Inspection Module

                                                                               p.m. - CLCS “Hands-on” Training

                                                                                                  New Features

                                                                                                          Draw Process

                                                                                                          Standard Reports



                                                                                                          Line Item Transfers

                                                                               eve - “La La Land” Dinner Event

                                                                                                  Westlake Village Inn

 Tuesday, 5/23/17                                                 a.m. - Continental Breakfast


                                                                               a.m. - All-Attendee Wish List


                                                                               noon - Luncheon


                                                                               p.m. - User/Technical Roundtable – Extended Wish List

                                                                                                  Web Services Desired

                                                                                                  CLCS/Built Installation Steps

                                                                               p.m. - “Hands On” Training – Enhanced Functionality

                                                                                                  Custom Workflow

                                                                                                  PDF Printing



                                                                                                  Custom Screens

                                                                                                  “Test Drive” Redesigned Screens

                                                                               p.m. - BBQ/Mariachi Dinner Event

                                                                                                  Freemans’ Hacienda

 Wednesday, 5/24/17 (Times TBD)                    Continental Breakfast & Lunch provided   


                                                                               One-On-One Sessions – CLIENT SIGN-UPS


                                                                               Ideas For Sessions:                                           

                                                                                                  Planning for CLCS Upgrade



                                                                                                  New Portfolios

                                                                                                  CLCS/Built Installation

                                                                                                  “Hands-On” Training of Custom Topics


Westlake Village Inn

31943 Agoura Road

Westlake Village, CA 91361

 (http://westlakevillageinn.comThe charming Westlake Village Inn ) , located within a mile of Data Select, has reserved a block of suites for Conference attendees at a special rate of $202/night (plus 10% tax) for single or double occupancy.


Please make your reservations through the Inn at (800) 535-9978 or (818) 889-0230.  Indicate that you are attending Data Select’s Conference to get the special rate.  Reservations will be filled on a first-come, first-served basis, and must be made by Friday, April 28.


Hotel Check-In: 3 p.m. Saturday, Sunday, or Monday

Hotel Check-Out: 12 p.m. 

Data Select Systems, Inc

2829 Townsgate Road, Suite 300

Westlake Village, CA 91361

(805) 446-2090

All “Hands-On” training on Monday, Tuesday, and Wednesday will be held in the Training Center at Data Select.  Also, all one-on-one appointments on Wednesday will be held at Data Select.

Air & Ground Travel

Fly to Los Angeles (LAX) or Burbank (Bob Hope)

airport.  Then take a rental car, Uber, Lyft, or shuttle

service (Prime Time, Super Shuttle, etc.) to the Westlake

Village Inn; travel time is approximately one hour.

Travel Notes

Clothes to pack: Business casual clothes for daily meetings, and jacket/sweaters for air conditioned meeting rooms and cool mornings and evenings. Daily temperatures average in the 70’s; evenings in the 50’s-60’s. 


Sunday tour:  Casual clothes and comfortable shoes

Monday evening:  Smart Casual 

Tuesday evening:  Western or casual


The registration fees listed below include three breakfasts, three lunches, two dinners, networking activities (including transportation), and all meetings, training, and materials.


First Enrollee:                             


   Registration Fee                                                   $1,595

   Early registration Fee*                                         $1,375


Additional Enrollee(s):


   Registration Fee/per person                               $1,430

   Early registration Fee/per person*                      $1,185


Spouse/Companion Package:

   (Sunday activity and 2 dinners)                            $300

Registration Deadlines:

   *Early conference registration                            Friday, April 28

   Regular conference registration                         Friday, May 12


An invoice will be sent to you as soon as your registration is received.

Make checks payable to Data Select Systems, Inc. and mail to Data Select Systems, Inc., 2829 Townsgate Road, Suite 300, Westlake Village, CA 91361.  If Data Select is signed up with your bank for wires/ACH, payment may be sent via that form.

Cancellation Policy


If an enrollee finds it necessary to cancel, Data Select will refund the Registration Fee if notification is received by May 12, less administrative fee or $25.  No refund will be given for non-attendance or for cancellation after May 12.  Substitutions are acceptable.

Registration/Reservation Deadlines


                 Early conference registration – Friday, April 28

                 Regular conference registration - Friday, May 12

                 Westlake Village Inn reservation - Friday, April, 28