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2015 AEC/AE Institute Advisory Board Goals


Committee/Subcommittee/Forum Name: Association Executives Institute Advisory Board
Chair: Carol Seal, RCE/Rob Philipp, CA, RI
Vice Chair: Theresa Hatton, RCE
Liaison: Stephanie Walker

Goal #1

Work with NAR staff, CREA staff, and other AE subject matter experts to plan the curriculum for the 2015 AE Institute, scheduled for March 13-16, 2015, in Vancouver, British Columbia.

Expected Outcome

AEs are better prepared to address the issues that have an impact on their members' business. The course, speaker, and overall program rating for the 2015 Institute are 4.0 or above (on a 5.0 scale, with 5.0 being the highest).


During the planning session in Chicago, various NAR staff worked with the advisory board on  particular topics. The advisory board also drew on subject matter experts in their own demographic to help ensure that all of the education sessions are more targeted and the speakers better prepared to address our audience.

Goal #2

Structure programming to allow for presentations on emerging strategic issues that are relevant to all levels of the organization.

Expected Outcome

Open timeslots in the AE Institute curriculum will allow attendees to be briefed on the most up-to-date strategic issues on the industry horizon, so they return to their associations (and to their association leadership) with the latest information on NAR and CREA initiatives.


There are some designated open timeslots in the AE Institute curriculum so attendees can be briefed on NAR and CREA initiatives and the most up-to-date strategic issues on the industry horizon.

Goal #3

Incorporate more programs on virtual programming, communications, business strategy and multiple listing services into the 2015 curriculum.

Expected Outcome

Institute attendees will leave the Institute with a general understanding of the following: how to embrace some of the new media flooding all facets of business and industry; how to allocate resources to implement plans, projects, and programs; and how to manage their associations as the MLS continues to evolve.


The four programming tracks (Best Practices in REALTOR® Association Management, Industry Relationships, Reengineer Your Association, Technology and Communications) offer classes that cover topics such as MLS future best practices, crafting memorable messages, global business strategies, and managing your association like a million dollar brand. These classes and more work to round out the 2015 curriculum to ensure it meets the needs of AEs in both countries.

Goal #4

Ensure the Institute satisfies the learning needs of seasoned AEs as well as those who are new to the business, and those of U.S. AEs and Canadian AEs.

Expected Outcome

Seasoned AEs who have felt less a part of Institute over the past few years now feel a renewed energy and sense of belonging; newer AEs are given the proper instruction they need to start managing their associations with greater confidence.  AEs from both countries leave the Institute having gained more knowledge than prior to attending.


The advisory board worked thoughtfully to ensure that all levels of experience would be met through the curriculum, and that the courses met the needs of AEs in both countries.

Impact on other committees:

The AE Institute Advisory Board may look to NAR's Strategic Thinking Advisory Committee to provide an update on emerging issues the advisory board should address in the 2015 AE Institute curriculum.

Anticipated action by Executive Committee or Board of Directors: