Curriculum

		2008 AE INSTITUTE March 29 - April 2, 2008 Boston, MA

The goal of the 2008 AE Institute is to ensure that you leave Boston better educated and informed about REALTOR® association management than when you arrived. While all classes are open to all attendees, we hope you’ll follow the overall track descriptions for the four main areas and plot your curriculum accordingly. Care was given to the programming to target it to years of experience. Your career will receive the biggest bang for its buck if you follow the courses in the track that most closely matches your years of experience in REALTOR® association management.

SATURDAY, MARCH 29 -- PRE-INSTITUTE EVENTS
Certified Professional Standards Administration Program
8:00 a.m. – 5:00 p.m.
Richard Haggerty, Deputy CEO, Westchester County Association of REALTORS®, NY; Cliff Niersbach, RCE, Vice President, Board Policy and Programs, NAR; Patrick Reilly, RCE, Vice President, Member Services, New York State Association of REALTORS®
Attend the Professional Standards Administrator training and learn how to handle the complexities of professional standards administration, such as processing appeals and conducting hearings. You’ll also learn about enforcement procedures and their legal ramifications. If you attend all of the classes listed below and complete and pass the
professional standards exam, you will be certified as a Professional Standards Administrator.

RCE Exams
Candidates for the REALTOR® association Certified Executive (RCE) designation can take the exam while attending the 2008 AE Institute. Information about exam registrations will be sent to qualified designation candidates.

RCE Exam - 8:00 a.m. – 11:45 a.m.
RCE CAE+5 Exam - 8:00 a.m. – 9:45 a.m.

University of Chicago Strategies in Nonprofit Management Certificate Program
Tackling the Strategic Plan (core course)
8:30 a.m. – 4:00 p.m.
Philip Lesser, PhD, CAE, Vice President, Bostrom Corporation, Chicago, IL
Any association needs to develop – and continually revisit – the strategic plan, which helps it to move forward and stay true to the needs of its members. This one-day course will give participants the hands-on experience of creating a strategic plan for a typical REALTOR® association. Course materials will provide background about the relationship of the strategic plan to other goals within the organization. Guided by the course instructors, participants will work in teams to conceptualize, refine, and develop the prototype of a useful association strategic plan. Attendance is worth 6 points on your RCE ADF.

Note: The U of C courses carry an additional $350 for certificate program enrollees; $250 for non-certificate enrollees. Each course is limited to 35 students.

Developing Effective Programs (optional course)
8:30 a.m. – 4:00 p.m.
Lisa Moultrie, Consultant, Organizational Development, Chicago, IL
Programs are the heart of the work of nonprofit organizations. Constituent/membership development, staffing, and organizational mission/identity are all tied to the programs nonprofits develop and implement. This course will teach students about how programs are conceived, designed, implemented, communicated, and assessed. Students will examine theoretical frameworks of program development and analyze case studies. Attendance is worth 6 points on your RCE ADF.

Note: The U of C courses carry an additional $350 for certificate program enrollees; $250 for non-certificate enrollees. Each course is limited to 35 students.

CIPS Administration Course: Developing an International Member Services Program Locally ($165 – includes lunch)
8:30 a.m. – 4:00 p.m.
Deborah Valledor, CIPS, CRB, CRS, GRI, TRC, Chief Operating Officer, REALTOR® Association of Greater Miami and the Beaches, FL
This day-long program will provide in-depth education on how to develop and grow an international member services program that will prepare REALTORS® to succeed in a global marketplace. Discover how to sell the tangible benefits of an international program, launch a program with little or no funds, and identify resources to support a program and open new markets for your members. All course registrants will receive a reference guide. For more information about this course, e-mail hhenning@realtors.org. Attendance is worth 6 points on your RCE ADF.

AE Institute Welcome Lounge
2:00 p.m. – 5:00 p.m.
Stop by for some refreshments and information about Boston, and meet the 2008 AE Institute Advisory Board. AEI Institute jacket pick-up will also take place at the Welcome Lounge.

RCE ADF Workshop
4:00 p.m. – 6:00 p.m.
Need help filling out the RCE Applicant Data Form (ADF)? Come to this nuts and bolts work session and walk through the ADF. Learn about the RCE designation process, including how to maximize your ADF points. Earn 5 points just for attending. Unable to attend? Stop by the NAR Resource Table to learn about the designation and pick up the RCE information packet. Attend this workshop and take the first step toward earning your RCE designation.


SUNDAY, MARCH 30 -- AE INSTITUTE PROGRAM SCHEDULE
AE Institute Orientation
8:30 a.m. – 9:30 a.m.
Learn how to select the right Institute sessions for you so you make the most out of your Institute experience. Orientation is a great opportunity to meet your peers.

University of Chicago Strategies in Nonprofit Management Certificate Program
Strategy to Accountability: Performance Management and Outcome Measures in Nonprofit Organizations (core course)
8:30 a.m. – 4:00 p.m.
Gordon Medlock, PhD, Human Capital Consultant, LaPorte, IN
A strong leadership team and strategic plan are essential starting points for organizational success. But without alignment of performance expectations throughout the organization, and a process for measuring and monitoring outcomes, the organization is not likely to achieve its objectives. This course provides a theoretical framework and practical tools for leaders to establish accountability throughout the organization, with a focus on rewarding, retaining, and developing superior performers. Based on over 25 years of research on competency-based approaches to enhancing performance, this course will provide participants with new concepts and tools to strengthen accountability within the organization. Attendance is worth 6 points on your RCE ADF.

Six Essential Association Operating Manuals
10:00 a.m. – 11:30 a.m.
Program Track: Back to the Basics
Robert Harris, CAE, Founder, The NonProfit Center, Tallahassee, FL
Learn how to improve efficiency, member service, board confidence, and staff understanding based on components from the series of association operating manuals. Apply proven concepts from the franchise model of management. The course will include elements of the new AE checklist, including how to identify important governing documents, identify and train volunteer leaders, and update policies and procedures.

Leadership Development on a Limited Budget
10:00 a.m. – 11:30 a.m.
Program Track: Beyond the Basics
Mary T. Markovich, CAE, President, Mustard Seed Marketing, Porter, IN; Jonathan Wallace, Ph.D., CAE, Senior Consultant, EMAL Consulting, Kenly, NC
Everyone knows the impact leadership plays in organizational success. However, not every association has the financial wherewithal to hire outside speakers and consultants, and implement a program designed to develop leaders. But with a little PhD (persistence, homework, and desire), you can create your own program – tailored to meet your association’s unique needs. This session will provide the framework and basic concepts to develop and train current and aspiring volunteer and staff leaders.

How to Serve a Diverse Membership
10:00 a.m. – 11:30 a.m.
Program Track: Been There, Done That
Facilitator: Dick Gaylord, 2008 President, National Association of REALTORS®
Panelists: Donnie Brown, Community Affairs, Minneapolis Area Association of REALTORS®, MN; Helen Carter, Executive Vice President, RCE, CAE, GRI, ABR, CIPS, Knoxville Association of REALTORS®, TN; Alexander R. Chaparro, Chief Executive Officer, Century 21 S.G.R., Inc, Chicago, IL; Rob Mehta, ABR, CIPS, Associate Broker, RE/MAX Results, Edina, MN
Within your membership, you have a host of different backgrounds, cultures, and generations that look to your association for inclusion and customization. Is your association providing services and programs to your diverse members? Have you set the ground rules for inclusion? A panel of AEs and members will share information on how their associations are nurturing diversity in their membership and their leadership, and reaping the benefits.

Value Propositions - Old vs. New
10:00 a.m. – 11:30 a.m.
Program Track: The Next 100 Years
Marc Davison, Co-Founder, 1000Watt Consulting, Oakland, CA
It’s not business as usual anymore in the real estate industry. Let Marc Davison, an entrepreneur who has been in real estate and technology since the dawn of the Internet, show you a glimpse of the industry’s possible future. He’ll help you discover how you can create new and innovative association services to keep your members in the center of the transaction, no matter where technology might take them.

Networking Box Lunch
11:45 a.m. – 1:00 p.m.
Grab some lunch and meet your friends for some informal conversation and networking.

Identifying and Fulfilling Member Expectations in the Age of Wikinomics
and the Long Tail
11:45 a.m. – 12:45 p.m.
Saul Klein, President/CEO, Internet Crusade and CEO Point2 Technologies, San Diego, CA
Grab a box lunch and come listen to the latest trends and Internet technologies affecting the industry, your association, your MLS, and your members. Saul will discuss the present and speculate on the future in his fast, informative, and entertaining style. Be a part of this candid and frank discussion that will include community content, social networking, Web 2.0, video, security, and more.

State AE Meeting
1:00 p.m. – 4:00 p.m.
An opportunity for chief state association executives to discuss issues and share insights. Attendance is limited to state association chief executives.

Celebrate RPAC
1:30 p.m. – 2:30 p.m.
Program Track: Back to the Basics
J. Danny Cooper, Executive Vice President, Alabama Association of REALTORS®
With association RPAC goals on the rise each year, how do you educate your members on the importance of RPAC so that they are motivated to donate to RPAC? Attend this course and learn how to make RPAC a key component of your association membership drive, and how to place it at the top of your association member benefits list.

A Few Things Every AE Needs to Know
1:30 p.m. – 2:30 p.m.
Program Track: Beyond the Basics
Lynn Madison, ABR, ABRM, GRI, Owner, Lynn Madison Seminars, Kildeer, IL
To label a REALTOR® association executive a “jack of all trades” is an understatement.With the diverse AE job description come a plethora of rules, regulations, and acronyms that can sometimes enlighten, but oftentimes confuse. Learn what you need to know to not only talk the talk, but walk the talk as well, so you can respond to member inquiries with confidence.

Create and Maintain Risk Management Resources
1:30 p.m. – 2:30 p.m.
Program Track: Been There, Done That
Michelle Lind, General Counsel, Arizona Association of REALTORS®
Learn risk reduction techniques that can help your members reduce their legal liability. Michelle Lind, an attorney who has represented state and local associations for the past 15 years, will identify and explain the most effective member risk management resources. These include a legal hotline, and live and online educational opportunities. You’ll not only learn about these resources, but you’ll learn how you can offer them to your members.

Raise the Bar – Set the Standard – Lead for the Future
1:30 p.m. – 2:30 p.m.
Program Track: The Next 100 Years
Petey Parker, President, Petey Parker and Associates, Dallas, TX
This session offers a humorous approach to a serious topic. We live and work in a world of higher expectations, increasing demands, and decreasing time in which to accomplish it all. Success and survival will depend on our ability to excel with people, plans, and processes. Petey’s strategic plan will cut through the ‘time-is-of-the-essence’ pressure; determine what is “important” rather than “urgent;” and help you maintain your sanity at the end of the day.

New AE and Leadership Relations
3:00 p.m. – 4:00 p.m.
Program Track: Back to the Basics
Adorna Carroll, ABR, ABRM, GRI, SRS, SRES, e-PRO, Partner, Directions, Inc., Berlin, CT
Depending upon the year, an AE’s greatest challenge can be learning to work with the
incoming association leadership. The dawn of a new leadership year may present us with challenging situations and personalities. Learn relationship-building skills from the ground up, so that every new leadership year is a strong one. You’ll be surprised to discover the resources at your fingertips to help you forge strong volunteer/staff teams for years to come.

How to Protect Your Members’ Identity
3:00 p.m. – 4:00 p.m.
Program Track: Beyond the Basics
Veronica Jenkins, Certified Identity Theft Risk Management Specialist, PPLSI - Identity Theft Shield, Bridgewater, NJ
Let this identify theft expert enlighten you about the federal laws pertaining to identity theft; the association's responsibility to safeguard and protect member information; and the liability risk to your association if member data is lost. In this day and age, you can’t afford to be uneducated on this crime that’s so easy to commit, yet becoming more difficult to prevent.

Enhance Your Association Image with Community Outreach
3:00 p.m. – 4:00 p.m.
Program Track: Been There, Done That
Facilitator: Gerald L. Allen, RCE, CAE, Manager, Community Outreach, NAR
Panelists: Steve Francks, RCE, CAE, Chief Executive Officer, Washington Association of REALTORS®; Dawn Lane, Founder HOPE PROGRAM and Broker/Owner, Professional Realty Group, Las Vegas, NV; Cheryl Nelson, Chief Executive Officer, Iowa City Association of REALTORS®
Is your association ready to become a voice of leadership within your community? Hear what three REALTOR® associations have done to raise their members’ voices on important community issues like diversity, smart growth, and housing opportunities. Learn how these REALTOR® associations, in tandem with NAR’s Community Outreach Division, are making a difference in their communities and how you can put these ideas to work in your association.

MLS – Robust or Bust?
3:00 p.m. – 4:00 p.m.
Program Track: The Next 100 Years
Facilitator: Anne Rendle, RCE, Chief Executive Officer, Northeast Association of REALTORS®, MA
Panelists: C. Robert Hale III, Chief Executive Officer, Houston Association of REALTORS®, TX; Lizbeth Kohler, Executive Vice President, Medina County Board of REALTORS®, OH; Anne Marie Matteo, Chief Executive Officer, RCE, CAE, Suburban West REALTORS® Association, PA
What are the most successful MLSs doing to keep their members relevant on the web? How are MLSs that serve the commercial market faring? How have some associations thrived after losing their MLSs? Come hear these successful MLS (and association) reinvention stories, and then start writing your own.

Opening Session
4:30 p.m. – 6:00 p.m.
The Opening Session is the official kick-off to the 2008 Institute. Come and meet the 2008 AEI team, and leave exhilarated by a challenging keynote address delivered by Jason Jennings. Jennings is a business thought leader and best-selling author who has spent 20 years founding and leading successful businesses, and consulting other companies on how to achieve their full economic potential. He traveled the globe in search of and digging deep inside the fastest companies in the world for his book, It’s Not the Big that Eat the Small – It’s the Fast that Eat the Slow. Within weeks of its 2001 release, it hit the Wall Street Journal, USA Today, and New York Times best-sellers lists. His book Think BIG – Act Small, debuted in May 2005, and profiles the leadership of the only ten companies in the world to have grown both revenue and profits by ten percent or more annually for ten consecutive years. His next book will be released in 2008 and will reveal the steps taken by the world’s best performing CEOs when they take over a company. You'll also hear from 2008 NAR President Dick Gaylord, who'll offer some special remarks.

Icebreaker Reception – Top of the Hub,
Prudential Center, Boston
Sunday, March 30, 6:30 p.m. – 9:00 p.m.
Join your friends and colleagues for this special reception that promises to be one of the highlights of the Institute. We’ll celebrate NAR’s Centennial amidst an array of good food, good music, and good company at this official Institute welcome gala.
Sponsored by: GE Security

MONDAY, MARCH 31 -- AE INSTITUTE PROGRAM SCHEDULE
NAR AE Forum
8:00 a.m. – 9:30 a.m.
Join your peers for this open forum and participate in discussions about the issues impacting your associations and your members.

Bean Counting 101
10:00 a.m. – 11:30 a.m.
Program Track: Back to the Basics
Ed McMillan, CPA, CAE, Fraud Examiner, Forest Hill, MD
This primer on association financial recordkeeping, reporting, and policies is a “don’t miss” for all new AEs. This session will provide you with a solid foundation on which to build your financial management skills, so that your association remains viable for years to come.

10 Things I Wish Someone Told Me Before Now
10:00 a.m. – 11:30 a.m.
Program Track: Beyond the Basics
Robert Harris, CAE, Founder, The NonProfit Center, Tallahassee, FL
What are the key issues in nonprofit management today? Some of us walk onto the job with no clue about them. Sound familiar? Based on feedback from AEs across the country, learn what you need to know about the current issues and how to bring yourself up to speed on them, and their impact on your members. Hear about Sarbanes Oxley, public records, antitrust compliance, 990s, conflicts of interest, confidentiality agreements, and more.

The Realities of RESPA
10:00 a.m. – 11:30 a.m.
Program Track: Been There, Done That
Oliver Frascona, Esq, GRI, Partner, Frascona, Joiner, Goodman and Greenstein, P. C., Boulder, CO
Learn the ins and outs of the Real Estate Settlement Procedures Act (RESPA), what it is, and what your members can and can’t do under the act. During this fun review of everyday questions asked of REALTOR® association staff, you’ll learn how to educate your members so they can address RESPA issues, how to help them prevent RESPA violations, and when you should recommend that they seek legal counsel for any possible RESPA violations.

Friend or Foe? How Technology Companies Are Reinventing the Real Estate Industry
10:00 am. – 11:30 a.m.
Program Track: The Next 100 Years
Facilitator: Steve Murray, Editor, REAL Trends, Littleton, CO
Panelists: Marty Frame, SVP/General Manager, Fidelity National Real Estate Solutions, Santa Ana, CA; Saul Klein, President/CEO, Internet Crusade and CEO Point2 Technologies, San Diego, CA; Ash Munshi, Founder and CEO, Terabitz.com, Palo Alto, CA; Errol Samuelson, President, REALTOR.com, Westlake Village,CA
What impact do all the different technologies have on real estate and your associations? Are there ways to partner with these innovators to forge new relationships and create new member benefits? Take a look at the future direction of these innovators, and see if there is a potential role for them with your members.

Legislative Advocacy Lunch
11:45 a.m. – 1:15 p.m.
If real estate is your profession, then politics is your business. Come and enjoy lunch, and gain some political insights from keynote speaker Robert Novak, political commentator and columnist for the Chicago Sun-Times Newspaper.
Sponsored by: RPAC

Turn Hours into Minutes with Realtor.org
1:30 p.m. – 2:30 p.m.
Program Track: Back to the Basics
Pamela Geurds Kabati, Vice President, Editorial Director, Publications, NAR; Hilary Marsh, Managing Director, Editorial Development, REALTOR.org, NAR
Learn how to leverage the vast information resources NAR offers to meet your members’ top information needs. Many AEs and members are unaware of the breadth of information, services, support, and benefits that NAR provides, all of which are available online at REALTOR.org. Learn how REALTOR.org can help you and your members succeed in their careers.

The Nitty Gritty of Employment Practices
1:30 p.m. – 2:30 p.m.
Program Track: Beyond the Basics
Doug Hinderer, SPHR, Senior Vice President, Human Resources, NAR
This overview of the many aspects of AE “employer” responsibilities will address recent employment laws and cases. It will also cover essential recordkeeping and other procedures that will assist AEs who manage a staff of one or more. Stay on top of this aspect of REALTOR® association management that has risen to the forefront over the years, as employees become more savvy about their rights.

Let’s Start from Square One
1:30 p.m. – 2:30 p.m.
Program Track: Been There, Done That
Facilitator: Terry Penza, RCE, CAE, President and Chief Executive Officer, North Shore-Barrington Association of REALTORS®, IL
Panelists: Walt Baczkowski, RCE, CAE, Chief Executive Officer, Metropolitan Consolidated Association of REALTORS®, MI; Laura Burns, Executive Officer, RCE, Clinton County Board of REALTORS®, NY; Keith Holm, RCE, Executive Vice President, St. Paul Area Association of REALTORS®, MN
As the members of this panel will attest, we often learn more from our mistakes than from our successes. Hear real-life examples from your peers on how to turn setbacks into successes, without re-inventing the wheel.

The New Media: Pods, Blogs, and More
1:30 p.m. – 2:30 p.m.
Program Track: The Next 100 Years
Peter L. Mosca, President, BAK Communications, Howell, NJ
Are you familiar with all of the media outlets? There’s podcasting, blogging, and Wiki, and the more traditional venues such as blast emails and webcasts. Depending upon the communication outlet, you may need to possess a certain skill set to maximize its use. Learn what pitfalls to avoid as you spread your communication wings and take your association to the next level of media outreach.

NAR Policy Primer
3:00 p.m. – 4:00 p.m.
Program Track: Back to the Basics
Kristine Erickson, Policy Consultant, Member Policy, Board Policy & Programs, NAR; Rodney Gansho, RCE, Manager, Policy Information, Member Policy, Board Policy & Programs, NAR
Policy is just one of the many facets of a REALTOR® association executive’s job. Is it possible to know everything about policy? Probably not. But with the tools available to you from NAR, you’ll be well on your way to managing policy issues at your association. Learn about NAR’s policy review process, Code of Ethics training, on-line resources, and other “need-to-know” information to understand this key component of REALTOR® association management.

Make Smart Growth Part of Your
Advocacy Efforts
3:00 p.m. – 4:00 p.m.
Program Track: Beyond the Basics
Facilitator: David Wluka, President, Wluka Real Estate, Sharon, MA
Panelists: John Fridlington, RCE, CAE, Chief Executive Officer, Florida Association of REALTORS®; Robert Hill, Executive Vice President, Vermont Association of REALTORS®
This session focuses on the efforts of three state associations (Florida, Massachusetts, and Vermont) who became involved in smart-growth issues to increase their influence on public policy, thus ensuring the long-term viability of communities in their state. Hear the rationale and tactics used for becoming involved in smart growth efforts, and the glowing end results.

Legally Develop Diverse Leadership
3:00 p.m. – 4:00 p.m.
Program Track: Been There, Done That
Isham Jones III, Associate Counsel, Legal Affairs, NAR
Did you know that there are limitations on how a REALTOR® association can actively recruit and develop diverse leadership? Why? Because certain provisions in the Fair Housing Act solely impact how associations can further the goal of increasing diversity. Learn what your association can and can’t do when bringing minorities into your association’s membership and leadership, and how to develop a lawful leadership development program. Guidelines for a diversity selection process will be provided.

Virtual Collaboration: Cool Tools to Help Volunteers Get Things Done
3:00 p.m. – 4:00 p.m.
Program Track: The Next 100 Years
Ben Martin, CAE, Director of Communications & New Media, Virginia Association of REALTORS®
Online collaborative technology used to be reserved for those with the highest technical acumen and largest budgets. Not anymore! Today's Web-based collaborative technologies deliver cutting-edge opportunities to work with volunteers across the globe, at different times, or all at once. Attend this session for an overview of the best technologies, and learn how to choose the most appropriate technology solution for you.

Sponsor Night Happy Hour
4:00 p.m. – 6:00 p.m.
Back by popular demand. The AE Institute’s sponsoring vendors will host hospitality rooms for Institute participants.

TOP OF PAGE

TUESDAY, APRIL 1-- AE INSTITUTE PROGRAM SCHEDULE
When You Fail to Plan……..
8:00 a.m. – 9:30 a.m.
Program Track: Back to the Basics
Gar Anderson, Vice President, AE and Leadership Development, NAR
The importance of strategic planning at the local level can’t be emphasized enough. This session will offer details on the process, the form, and the expected outcomes to ensure that your association strategic plan isn’t just good, but great. This session is based on best practices and will provide examples of familiar nonprofit goals and strategies, and how to ensure successful implementation of your strategic plan.

Six String Leadership: Twelve Keys to Make Your Association Rock!
8:00 a.m. – 9:30 a.m.
Program Track: Beyond the Basics
Dave Timmons, Leadership Artist, Six String Leadership, Inc., Tampa, FL
In this high-energy, high-content session, leadership artist Dave Timmons will introduce you to the Art of Six String Leadership. He will challenge you to think differently about leading your staff and volunteer leaders. He will dare you to act differently to create breakthrough association results. And, he will show you what separates great leaders from average managers. Dave will also rock the house with his guitar and unique songs, guaranteed to
energize everyone in the room.

Build a Culture that Values Straight Talk and Rewards Integrity
8:00 a.m. – 9:30 a.m.
Program Track: Been There, Done That
Larry Johnson, President, Johnson Training Group, Longmont, CO
If managers can’t get honest feedback from their employees, they, like the emperor in the fable of “The Emperor’s New Clothes,” will make foolish decisions. If employees can’t get honest feedback from their managers, they won’t improve. And their poor performance may cost the organization money and may demoralize co-workers. This program shows participants how to establish a culture where open and honest communication is the norm rather than the exception. By the end of this session, participants will describe how to incorporate the Six Laws of Absolute Honesty into the fabric of their organizational cultures.

What Do Global Technology and Innovation Mean to Association Leadership?
8:00 a.m. – 9:30 a.m.
Program Track: The Next 100 Years
James Young, President and Founder, Realcomm, Carlsbad, CA
Technology and innovation have been the cornerstones of business strategy, and they are
for the residential real estate industry as well. As they continue to advance and change the way we live, work, and play, AEs are challenged to understand the changes, and then communicate them to their members. Jim Young has traveled around the world numerous times over the last three years in search of real estate technology and innovation. What he has seen first-hand will stun most people in the United States. Come see three years’ worth
of global technology in just 90 minutes. The new technology, ideas, innovation, and creativity you’ll experience will enhance your ability to lead not only in business, but in your personal life as well.

NRDS for New AEs
10:00 a.m. – 11:30 a.m.
Program Track: Back to the Basics
Chris DeRosa, Managing Director, Finance, NAR
Come learn what you need to do to maintain members’ NRDS data, and learn the importance
of how NRDS data interacts with the local, state, and national associations, as well as other systems such as Realtor.com, the Action Center, mailing lists, and more. Bring your questions and Chris will supply the answers.

How to Sound Smart When Talking to the Media
10:00 a.m. – 11:30 a.m.
Program Track: Beyond the Basics
Peter L. Mosca, President, BAK Communications, Howell, NJ
Have you ever received a question from the media that you didn’t know how to answer? And did that cause your board members to over-react? Let Peter help prepare you for whatever the media might throw your way, so that you always sound prepared (regardless of whether you are or not).

Loan Fraud in the 21st Century
10:00 a.m. – 11:30 a.m.
Program Track: Been There, Done That
Oliver Frascona, Esq, GRI, Partner, Frascona, Joiner, Goodman and Greenstein, P.C., Boulder, CO
When you get a question from a member about loan fraud, how do you answer? Do you fully
understand all that loan fraud entails? Let attorney Oliver Frascona share some tips on why and how loan fraud happens and how to help your members understand and prevent it. You’ll also learn at what point you should obtain legal advice to ensure that you dispense sound advice to your members.

Future Trends in Real Estate
10:00 a.m. – 11:30 a.m.
Program Track: The Next 100 Years
Facilitator: Steve Murray, Editor, REAL Trends, Littleton,CO
Panelists: Candace Adams, President, Prudential Connecticut Realty, Fairfield, CT; Patrick Lashinsky, CEO and President, Zip Realty, Emeryville, CA; Harley Rouda, Jr., CEO & Managing Partner, Real Living, Columbus, OH; Barry Wardell, Director of Franchise Relations, Assist- 2-Sell, Reno, NV
Take a glimpse into the future as you learn from these innovative industry leaders what is
in store for the real estate community. See how new real estate business models will impact your association, and learn how you can help your members adapt to a new business environment.

NAR Update Lunch
11:45 a.m. – 1:15 p.m.
Join NAR senior staff for an update on NAR issues. Ask the questions you need answers to in this open forum with your peers.

NAR Legal Primer
1:30 p.m. – 2:30 p.m.
Program Track: Back to the Basics
Laurie Janik, Senior Vice President and General Counsel, NAR; Kevin King, General Counsel, Wisconsin REALTORS® Association
A companion session to Monday’s “NAR Policy Primer,” this session will cover the “need to
know” aspects of legal management for new AEs. In addition to a rundown of the basics, you’ll hear the first-hand account of how one local association teamed up with NAR’s legal resources to fight a legal battle, and win.

How to Make Sense of MLS Data
1:30 p.m. – 2:30 p.m.
Program Track: Beyond the Basics
Lawrence Yun, Chief Economist, NAR
Interpreting MLS data can sound like a daunting task. Allow NAR Research staff to simplify it for you 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. Learn best practices for analyzing MLS statistics, and how to effectively communicate them to the media.

Constructive Confrontation: When Win-Win Isn’t Good Enough
1:30 a.m. – 2:30 a.m.
Program Track: Been There, Done That
Larry Johnson, President, Johnson Training Group, Longmont, CO
Traditional approaches to conflict resolution focus on “win/win” solutions for all involved parties. In today's rapidly changing, highly competitive business environment, this approach doesn’t necessarily produce “wins” for the organization. The quality and speed of the decisions made are often more important than satisfying everyone. Constructive Confrontation is a no-nonsense program that gives people the skills to confront tough issues directly with members and staff, and teach them how to resolve differences positively in
an atmosphere that encourages honest feedback.

New Age Risks
1:30 p.m. – 2:30 p.m.
Program Track: The Next 100 Years
Paul Henry, Vice President, Technology Evangelism, Security Computing®, Ocala, FL
Protect your intellectual property and that of your members from data theft. Learn from one of the world’s foremost global information security experts what new security dangers exist in associations. And learn what needs to be done to move from a forward looking security defense to a global one.

NAR Policy and Dues Procedures
3:00 p.m. – 4:00 p.m.
Program Track: Back to the Basics
Tricia Grace, RCE, Membership Manager, Kansas City Regional Association of REALTORS®, KS; John Pierpoint, Vice President Finance and Comptroller, NAR
Attend this session and get the answers to your questions about the NAR dues remittance and collection process. Some of the topics covered include NAR Bylaws, dues transmittal completion, Public Awareness Campaign assessments, Institute Affiliate member dues, and the NAR delinquency/ collection process.

Should It Stay or Should It Go: Document Retention
3:00 p.m. – 4:00 p.m.
Program Track: Beyond the Basics
Facilitator: Laurie Janik, Senior Vice President, and General Counsel, NAR
Panelists: David Foster, RCE, CAE, President & CEO, Austin Board of REALTORS®, Austin, TX ; FinleyMaxson, Associate Counsel, NAR; Jerry Panz, RCE, CAE, Executive Vice President, Wilmington Regional Association of REALTORS®, NC
Does your association have a document retention policy? Are you complying with the new federal rules governing document retention? The new rules governing electronic discovery have likely made it more expensive (and more burdensome) for associations. The simplest and best way for associations to reduce these costs is to adopt (and follow) a document retention policy. This program will discuss the steps to create a document retention policy, and will feature AEs who, with a record retention policy in place, have successfully handled a document subpoena.

Phenomenal Ideas to Increase Member Retention, Attendance, and AE/President Leadership Effectiveness
3:00 p.m. – 4:00 p.m.
Program Track: Been There, Done That
Dave Timmons, Leadership Artist, Six String Leadership, Inc., Tampa, FL
In this entertaining and lively session, Leadership Artist Dave Timmons will share the best ideas from AEs across North America on how to transform your association. He will present his findings on creative ways to retain more members and attract more members to your meetings. He will also share some of the best approaches to ensure the president and AE lead effectively year after year, despite the changing leadership styles. Dave will also rock the house with his guitar and unique songs, guaranteed to energize everyone in the room.

Create Deliverables from Data
3:00 p.m. – 4:00 p.m.
Program Track: The Next 100 Years
John Ansbach, General Counsel, EFA Processing, LP, Frisco, TX
Are you experiencing information overload? What data do you really need to help plan for the future? Learn how to translate what’s important into effective programs and services.

Institute Happy Hour!
4:00 p.m. – 5:30 p.m.
Join your Institute friends for refreshments, entertainment, and networking. A special live
auction will also be held, the proceeds of which will benefit the AE Professional Development Fund.

WEDNESDAY, APRIL 2 - AE INSTITUTE COURSE SCHEDULE
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.

AE Institute Wrap-Up
10:00 a.m. – 11:15 a.m.
A comedian, juggler, and magician who had thrilled Las Vegas audiences with his mastery, Frank Miles brought a new perspective to his act after a hang-gliding accident left him pronounced dead. Given a second chance at life – and the prospect of an arduous road to recovery – he realized that courage is truly tested in life’s everyday challenges. Today, with the help of his audience, Miles uses his skills at magic, juggling, unicycling, acrobatics and even fire-eating to bring new life to the simple truths that can free people from their self-imposed and self-limiting fears. In addition to humor and entertainment, Miles offers a practical approach to dealing with issues of change and stress. He brings a fresh perspective to life’s challenges, both great and small. This is a don’t-miss close to the 2008 AE Institute that will end your entire Institute experience on a high note.