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Curriculum
|  | 2007 AE INSTITUTE
February 17 - 21
San Diego, CA |
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Information Security – What Responsibilities Do I Have?
3:00 p.m. – 4:00 p.m.
Keith Garner, Managing Director, Center for REALTOR® Technology; Mac McMillan, CEO, CynergisTek, Inc., Austin, TX
Information security is becoming more and more important in today’s world. What does the average agent need to know and do? We’ll explore the steps that practitioners should take, and how local associations can communicate that information to their members.
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(20 pages) |
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Avoid Running Aground: Disaster Planning and Recovery (R) (E)
10:00 a.m. – 11:30 a.m.
Facilitator: Christine Todd, RCE, CAE, CEO, Northern Virginia Association of REALTORS®,VA; Panelists: Doug Hinderer, SPHR, Senior Vice President, Human Resources, NAR; Sue Simpson, CBCP, Certified Business Continuity Professional, Charlotte, NC;Jacquelyn Stanly, RCE, CAE, COO, Orlando Regional REALTOR® Association, FL
Are you prepared if disaster strikes your association or its surrounding community? How will you handle day-today association operations if roads are impassable and electricity is out for more than just a day? Disaster planning means more than just determining the best evacuation spot. Learn from a panel of AEs who have lived it so that you know what every good disaster plan needs to be successful.
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(37 pages) |
Steer Clear of the Bermuda Triangle: Strategic Planning (N) (B)
10:00 a.m. – 11:30 a.m.
Gar Anderson, Vice President, AE and Leadership Development, NAR; Moe Veissi, Broker/Owner, Veissi & Associates, South Miami, FL
Contrary to popular belief, strategic plans were not created to collect dust. They were created to keep businesses and associations growing and thriving for years to come. Join Gar and Moe as they teach you how to develop an association strategic plan that becomes a living document that guides your association to success.
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(66 pages)
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Dropping Anchor in a Sea of Government Affairs (O) (E)
10:00 a.m. – 11:30 a.m.
Mary Morrissey, President, Morrissey Public Affairs, Inc., Chicago, IL
Through anecdotes and audience interaction, the session will provide participants with an understanding of how legislators think, a framework for strategically building relationships with legislators, and ideas for creating win-win partnerships with legislators and their staff.
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(15 pages) |
From Ensign to Captain: Becoming a Leader (L) (I)
2:45 p.m. – 4:15 p.m.
Adorna Carroll, ABR, ABRM, GRI, SRS, SRES, e-PRO, Owner/Broker, Realty3 Carroll & Agostini/Valley Properties, Berlin, CT
The desired skills, attributes, and knowledge base of a successful AE leader vary widely. How do you identify and build on the ones that will take your career to the next level? Attend this class and be wowed at all the potential inside of you.
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(11 pages) |
Be on the Lookout for Fraud (R) (E) 2:45 p.m. – 4:15 p.m.
Ed McMillan, CAE, CPA, Fraud Examiner, Forest Hill, MD
It’s a fact: You only think your fellow employees are honest. You may already be the victim of embezzlement and not know it! In this class, you’ll learn about embezzlement from the inside out. You’ll complete a simple evaluation to assess your association’s vulnerability. Then you’ll learn how to implement an action plan if your association is victimized.
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(9 pages) |
All Hands on Deck: Intergenerational Leadership (N) (B)
2:45 p.m. – 4:15 p.m.
Richard Mendenhall, CCIM, CIPS, CRB, GRI, ePRO, RE/MAX Boone Realty, Columbia, MO; Elizabeth Jane Mendenhall, GRI, ABR, ABRM, CIPS, CRB, PMN, RE/MAX Boone Realty, Columbia, MO
You’ve heard it many times! The AE and current association leadership need to identify and groom future leadership. But how do you do that? How do you recognize leaders and start involving them in the association? How effective are leadership academies at the local and state level? The real bottom line is how do you attract younger real estate agents into the leadership fold, and still continue to find a home for those who have made volunteering at the association a “second career.”
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(69 pages)
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Converting Stow-Aways to Crew: Apathy Prevention (O) (A)
2:45 p.m. – 4:15 p.m.
John Ansbach, Esq., Vice President, RECON Intelligence
Every association would love to have a thriving REALTOR® membership with a sense of community. AEs who are striving to improve, strengthen, and nurture the professional environment in which their members live, work, and pursue their goals should attend this session. John will take participants through the concept of community building and why it is becoming critical to REALTOR® associations.
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Mapping the Commercial Culture (L) (I)
10:00 a.m. – 11:30 a.m.
Mike Lipsey, President, The Lipsey Company, Longwood, FL
Gain a clear vision of what a commercial broker values in a local association. Learn how to identify and provide a full range of services for commercial brokers, and how to involve them in your association structure.
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(16 Pages) |
Don’t Walk the Plank: Risk Management for the 21st Century (R) (E)
10:00 a.m. – 11:30 a.m.
Matt Farmer, Attorney, Salem, OR
Helping REALTORS® reduce business risk is, or ought to be, a major function of REALTOR® associations. Are industry risk management strategies working? Has the industry adjusted to buyer agency, large offices, reduced broker supervision, and litigious clients? Do our current forms and risk management strategies still work? What will the future of risk management bring? Hear Matt Farmer, former general counsel for the Oregon Association of REALTORS®,
address these questions so that your association can develop new risk management tools for the 21st century.
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(4 pages) |
The Conspiracy to Put You Out of Business (N) (E)
10:00 a.m. – 11:30 a.m.
Blanche Evans, Editor, Realty Times, Dallas, TX
Take an intriguing look at the efforts of the financial press, the government, banks, and third-party service providers to dismantle real estate brokerage, state oversight, and the MLS for their own purposes. The media is being used to demonize brokers’ and agents' commissions. This talk concentrates on fighting back, with a strong defense of commissions in a world where every newspaper from the Wall Street Journal on down is calling for lower commissions.
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(2 pages)
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Catch the Pirates: The Many Faces of Fraud (O) (A)
10:00 a.m. – 11:30 a.m.
Ed McMillan, CAE, CPA, Fraud Examiner, Forest Hill, MD
You know what fraud is and how to spot it at your association. Now hear examples of other AEs that weren’t so lucky. Listen to Ed’s real life stories of associations that are still struggling to gain what they lost at the hands of staff embezzlers.
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(9 pages) |
Stop Me Before I’m Keel-Hauled: Getting It All Done in 24 Hours (L) (E)
1:30 p.m. – 2:30 p.m.
Meagan Johnson, Partner, Johnson Training Group, Longmont, CO
Are you overworked, under-motivated, completely stressed out, a chronic procrastinator, a change phobic, a control freak, or just flat-out tired of dealing with the challenges of life? Then this program is for you! You’ll learn that although you may wish there were 34 hours in a day, you can get it done in much less than 24, and achieve the balance in your life that you have been looking for.
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(3 pages) |
Full Speed Ahead: Generating Spirit in the Workplace (R) (I)
1:30 p.m. – 2:30 p.m.
Gail Alofsin, President, Authentic Measurable Performance, Newport, RI
Spirit begins with one person bringing a sense of meaning and purpose to work and a connection between the company and its most valuable assets, the employees. This presentation will show you how to awaken the spirit in your employees, and inspire in them increased productivity via a sense of connection, respect, and caring.
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(4 pages) |
Keep Your Ship on an Even Keel: Get a Life (O) (E)
1:30 p.m. – 2:30 p.m.
Trevor Perry, Speaker & Author, Fort Worth, TX
Does work fill your life? Have you ever heard the term “spare time” and wondered what it meant? Are you stuck in a rut and see little hope of change in the perceivable future? This session will give you practical ways to add depth to your life outside work. As a result, your life be enriched and your work productivity will improve. While you already have a “life,” this session will add depth and balance to enhance the quality of it.
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(6 pages) |
From Guppies to Old Salts: Leading Today's Age-Diverse REALTOR® Association (L) (E)
3:00 p.m. – 4:00 p.m.
John Ansbach, Esq., Vice President, RECON Intelligence Services, Traverse City, MI
Each generation brings something valuable to the table. Learn about generational values and preferences so that your association has something of value to offer all members, regardless of their age.
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Man Overboard SOS: Antitrust (R) (E)
3:00 p.m. – 4:00 p.m.
Matt Farmer, Attorney, Salem, OR
Why are REALTORS® under scrutiny? What can REALTOR® organizations do to stay out of the line of fire? These are but two of the questions answered in this fast-paced presentation. Matt Farmer, former associate general counsel of the Oregon Association of REALTORS®, will take you through the history of antitrust actions against REALTORS® and REALTOR® organizations so that you not only understand this arcane legal subject, but can actually do something about it. Learn from the mistakes of other organizations. Find out how you can reduce your organization’s risk and help members reduce theirs. This is not a legal seminar. It is a plain language exploration of a dangerous legal territory that must be crossed, and some real world tips on how to do that.
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(4 pages) |
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What Color Are Your Sails? Diversity in the Workplace, Part I (L) (E)
8:00 a.m. – 9:30 a.m.
Lee Mun Wah, Executive Director, Stir-Fry Seminars & Consulting, Berkeley, CA
A major cause of conflict in the workplace is miscommunication. It is also a major reason why our workplace environments have changed dramatically in the past fifty years. Diversity has come to encompass a broad spectrum of issues such as gender, ethnicity, ableism, age, sexism, heterosexism, classism, and many others. One of the constants that binds these diverse issues and populations is the need to develop adaptive and relevant communication skills. Through the use of training films, experiential practice exercises, and cross-cultural teaching aids, you’ll learn a variety of techniques to meet the needs of diverse populations. You will walk away with an opportunity to assess your personal communication style and your impact on diverse populations; develop meaningful and authentic ways of responding to diversity issues; learn advanced listening and mediation techniques used by master facilitators; create work environments that are proactive to diversity issues rather than reactive; and learn the art of creating dynamic working environments where everyone is valued, acknowledged, and fully participating.
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(5 pages) |
Eat a Frog for Breakfast! Methods to Balance Home and Work (R) (E)
8:00 a.m. – 9:30 a.m.
Gail Alofsin, President, Authentic Measurable Performance, Newport, RI
Yes, you can do it all – and then some! Roll up your sleeves and strap on your roller-skates as you learn eight proven methods that help you live in the present and relish “the moments” that truly matter!
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(3 pages) |
Raiders of the Lost Spark: Personal or Personality? (N) (E)
8:00 a.m. – 9:30 a.m.
Connie Merritt, RN, PHN, Laguna Beach, CA Do you know someone who could win the “Curmudgeon of the Year” award, or are there too many “Whine & Jeez” parties at your association? These and other difficult people increase your stress, decrease your productivity, and generally upset your satisfaction in life. Identify the one powerful skill you have to resolve conflict, learn your options for handling hostility, and master how to reduce frustration, intimidation, and manipulation. This high content, high-energy session gives step-by-step tools and approaches to use when faced with difficult people.
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(7 pages) |
Smooth Sailing: Destress! (O) (E)
8:00 a.m. – 9:30 a.m.
Steph DeWaegeneer, Director of Creative Sales, ComedySports of Chicago, Inc., Chicago, IL
Participate in a series of energetic exercises designed to show you how to respond in a healthy and productive way to daily stress-inducing stimuli. This program reveals the nature of genuine communication and how to inject playful mental associations into situations. Participants will learn to overcome the fear of foolishness, create a positive work environment, and set the pace for fun at work.
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(9 pages) |
What Color Are Your Sails? Diversity in the Work Place, Part II (L) (E)
10:00 a.m. – 11:30 a.m.
Lee Mun Wah, Executive Director, Stir-Fry Seminars & Consulting, Berkeley, CA
If you attended part I, you won’t want to miss part II of this informative session.
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(5 pages) |
Traversing the Bermuda Triangle: A Risk Reduction Primer (R) (E)
10:00 a.m. – 11:30 a.m.
Laurie , Senior Vice President and General Counsel, NAR
There are many facets to REALTOR® association management, each with its own potential set of obstacles. How do you avoid the obstacles and stay on the right side of the law? Attend this session and hear NAR’s General Counsel give you some no-nonsense advice with regard to
ethics, privacy policies, document retention, and more, to help keep your association and your members risk-free.
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Plot Your Course: Planning Successful Meetings (N) (E)
10:00 a.m. – 11:30 a.m.
Colette Trohan, CPP-T, PRP, President, A Great Meeting, Inc., Silver Spring, MD
When was the last time you heard someone say, “I just came from a great meeting!” After you attend this presentation you’ll hear it more and more. Learn the three basic skills that can make or break a great meeting: handling motions, rules of debate, and voting. Your meetings will become a place for members to come together to share opinions, make decisions, and leave with a renewed sense of purpose and vision.
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(6 pages) |
NAR Update Lunch
Tuesday, February 20, 11:45 a.m. – 1:15 p.m.
Join NAR EVP/CEO Dale Stinton, RCE, CAE, for an update on NAR issues. Ask the questions you need answers to in this open forum with your peers and your national counterpart.
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(2pages) |
Public or Private Websites? Sold or Active Data? These are the Questions (L) (I)
1:30 p.m. – 2:30 p.m.
Bob Hale, CEO, Houston Association of REALTORS®, TX; Charles Melidosian, Vice President and Chief Information Officer, Baird and Warner, Chicago, IL
Join Bob and Charles as they discuss the pros and cons of MLS public versus private websites, and showing active or sold listing data on the association or brokers’ websites. You may have an idea of where you stand on these issues, and you may do a complete 180 after hearing these two opposing, yet convincing, viewpoints.
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(28 pages) |
Navigating the Abyss: Complying with CAN-SPAM (R) (E)
1:30 p.m. – 2:30 p.m.
Myron Adams, Vice President, Information Technology Services, NAR; Gregg Knopp, Managing Director, Political Programs, NAR; Mary Stark Hood, J.D., CFP, Vice President, Strategic Alliances, Member Benefits & Marketing Research, NAR
There is more to CAN SPAM than just the legal ramifications. Learn how to implement the necessary steps to ensure compliance and improve your association’s technology offerings.
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(14 pages) |
Don’t Bury Your Head in the Sand: Tap into NAR Research (N) (E)
1:30 p.m. – 2:30 p.m.
Zan Monroe, ABR, EO, Fayetteville Association of REALTORS®,NC
Wal-Mart, Harley-Davidson, Procter & Gamble, and other leading organizations have long known the value research brings to their everyday business operations. As AEs operating with tight budgets and limited resources, NAR’s Research division can be vital to your association’s success. Why contract with costly outside research suppliers unfamiliar with the real estate industry, when you can capitalize on the knowledge, expertise, and services provided by NAR Research. Come and learn how!
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(15 pages) |
A Ship's Log: Knowledge Management (O) (E)
1:30 p.m. – 2:30 p.m.
Cindy Farris, COO, Pinellas Suncoast Association of REALTORS®, FL
Looking for new and innovative ways to provide valuable information to your members that is easy to find and relevant to their business? Do you want to capture information about proven best practices, tips, and techniques? How would you like to make that information available to your members 24/7? Learn through practical examples how you can support your members with learning tools that deliver just the right amount of information, at just the right time.
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(2 pages) |
Castoff: When It's Time to Let Go of an Employee (R) (I)
3:00 p.m. – 4:00 p.m.
Doug Hinderer, SPHR, Senior Vice President, Human Resources, NAR; Jonathan A. Siegel, Partner, Jackson Lewis, LLC, Los Angeles, CA
We know that our associations can’t succeed unless we employ top-notch talent. How do you attract and keep the best employees on a limited payroll budget? Learn the top things that motivate and stimulate employees, and why money isn’t one of them. Having a stable, high performing staff isn’t difficult when you apply the ideas you will learn in this session.
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(8 pages) |
Channel Markers of MLS: Interpreting MLS Data (N) (E)
3:00 p.m. – 4:00 p.m.
Ken Fears, Manager, Regional Economics, Real Estate Research, NAR; Lawrence Yun, Managing Director and Senior Economist, NAR
Interpreting MLS data can sound like a daunting task. Let NAR Research staff take the mystery out of it so that you can start using MLS data to help your members’ business. This data can help your association’s publicity efforts, as well as help with market trend predictions.
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(26 pages) |
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Legal Update with Laurie Janik
8:30 a.m. – 9:45 a.m.
Join NAR General Counsel Laurie Janik as she updates Institute attendees on the latest legal cases facing REALTOR® associations, and other legal issues that could have an impact on your members and your associations.
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(11 pages) |
AE Institute Wrap-Up
10:00 a.m. – 11:15 a.m.
You won’t want to miss the close to the 2007 AE Institute that will end your entire Institute experience on a high note. Through humor and reality-tested techniques, Steve Gilliland, CSP, will share how to face conflicting demands in an unforgiving business environment that keeps getting tougher. From the beginning when he shows people how to re-ignite their passion, to the end with his compelling challenge to never lose your focus, he releases an “explosion of enthusiasm” that is absolutely contagious. This insightful keynote is simple, clear, and easy to grasp – yet profound! Fasten your seat belt and hold on as one of America’s premier keynote speaker’s shows you how to “enjoy the ride!”
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(3 pages) |
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