Check out the Full Schedule-At-A-Glance to assist you with your AEI session planning (PDF: 357KB)

FRIDAY, MARCH 20

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®

RCE Exams

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
8:30 a.m. – 4:00 p.m.
Tackling the Strategic Plan

Philip Lesser, PhD, CAE, Vice President, Bostrom Corporation,
Chicago, IL

Developing Effective Programs
Lisa Moultrie, Consultant, Organizational Development,
Chicago, IL

CIPS Administration Course ($165 – includes lunch)
8:30 a.m. – 4:00 p.m.

Deborah Boza Valledor, CIPS, CRB, CRS, GRI, TRC,
Chief Operating Officer, REALTOR® Association of
Miami & The Beaches, FL

AE Institute Welcome Lounge
2:00 p.m. – 5:00 p.m.

Stop by for some refreshments and information about
Colorado Springs, and meet the 2009 AE Institute Advisory
Board.

SATURDAY, MARCH 21

The NAR Broker Involvement Program
7:30 a.m. – 8:15 a.m.

Ed Lawler, Director, Broker Involvement, Community and Political Affairs, NAR
Discover the power brokers can bring to your grassroots efforts and Call for Action messages on behalf of NAR. How does this rapidly expanding program work? What's in it for your association? Attend this session and find out.

AE Institute & RCE Orientation
7:30 a.m. – 8:15 a.m.

In addition to learning how to select the right Institute sessions for you,
this combination AE Institute Orientation and RCE Orientation session
will give you a first-look at the RCE designation process. Orientation offers
a great opportunity to meet your peers.

Opening Session
8:30 a.m. – 10:00 a.m.

Selling Your Association to Your Members
10:30 a.m. – 11:30 a.m.

Terry W. Watson, Watson World, Inc., Chicago, IL

You've created value at your association - now sell it! This high-energy,
informational, and motivational session will provide AEs with new marketing
concepts to increase their association's presence and relevance. It will also
introduce some virtual out-of-the-box concepts that go beyond ordinary email,
snail mail and websites.

New Interpretations of the Code of Ethics
10:30 a.m. – 11:30 a.m.

Alec Hagerty, ABR, ABRM, CRB, SRES, President¬Speaker/Trainer,
Knowledge Sponge Seminars, Elyria, OH

Are your grievance and professional standards committee members
prepared to hear and rule on issues facing today’s REALTORS®?
Changes in the market have brought new expectations and ethical
dilemmas for members. Addressing short sales, evictions, foreclosures,
and out-of-state banks unfamiliar with state laws are just some of the
circumstances leading to ethical misconduct charges. Learn how NAR’s
Code of Ethics is interpreted in today’s market and how to protect your
members.

Managing Leadership Expectations Formally
10:30 a.m. – 11:30 a.m.

Rob Authier, RCE, e-Pro, CAE, Chief Executive Officer,
Massachusetts Association of REALTORS®

The “Oops” method is an unfortunate way to manage the association
and work with volunteer leaders. Do you need a boost to stay focused
on priorities? Tips on how to manage volunteer expectations and
effectively manage crisis situations? Attend this session and walk away
with forms and checklists to help you focus on “first-things-first” and
successfully manage volunteer leadership expectations.

Lunch & Learn – Box Lunch Service
11:30 a.m. – 12:00 p.m.

Grab some lunch and meet your friends for some informal conversation
and networking before heading off to this NAR issue update.

Road Trip with Gar & Alice
12:00 p.m. – 1:00 p.m.

Gar Anderson, Vice President, Outreach, NAR;
Alice Martin, RCE, CAE, Vice President, AE & Leadership
Development, NAR

Gar Anderson and Alice Martin will take you on a whirlwind glimpse
of the issues keeping AEs awake at night. Their experience on the
road, addressing local and state associations of all shapes and
sizes, ensures their content is relevant and speaks to the immediate
needs of the AE community and REALTOR® association family.

State CEO Meeting
1:00 p.m. – 4:00 p.m.

An opportunity for state association chief executive officers to discuss
issues and share insights. Attendance is limited to state association
executives only.

Be a Wiki–Web Wonder
1:30 p.m. – 2:30 p.m.

Keith Garner, Vice President, Information Technology, NAR;
Ben Martin, CAE, Director of Communications and New
Media, Virginia Association of REALTORS®

Blogs - what are they and where do I start? What is RSS?
How can your association use these online tools to their best
advantage? Let these experienced experts help you create
more meaningful online communications with your members
using some of these social media tools: Wiki, Twitter, Facebook,
Del.icio.us, and LinkedIn.

Turn Your Association Building into a Home
1:30 p.m. – 2:30 p.m.

Facilitator: Keith Holm, RCE, EVP, St. Paul Area Association
of REALTORS®, MN

Panelists: Cub S. Berrian, RCE, President/CEO, REALTOR® Association of the Greater Pee Dee, Inc., Florence, SC; Carl R. DeMusz, RCE, e-Pro, President and CEO, Northern Ohio Regional MLS; Ann Guiberson, CAE, President/CEO, Pinellas REALTORS® Organization, Clearwater, FL; Elaine West, RCE, CAE, CIPS, PMN, CEO, Greater Lansing Association of REALTORS®

Thinking about building or renovating your association headquarters?
Hear some success stories as well as some pitfalls to avoid as you
make your headquarters a “home” for your members. Tips for
“going green” in your new building will also be addressed.

Good “Stuff” at a Great Price
1:30 p.m. – 2:30 p.m.

Gerry Allen, RCE, CAE, Community and Political Affairs Communications Manager, NAR;
Mary Martinez, Manager, Library & Information Services-
Information Central, NAR

Join Gerry and Mary as they introduce you to the NAR tools and
resources available to your association and your members. Mary
will introduce you to the Virtual Library eBook Collection, where
members can learn to get organized, achieve work/life balance,
or learn a new language. Gerry will show you the wide array of
resources available through the Community and Political Affairs Division. Improve your association’s legislative advocacy, communications, and fund-raising skills with these free tools.
Don’t miss this opportunity to find out what NAR can do for you!

Mirror, Mirror…...Who’s the Fairest MLS
of Them All?
3:00 p.m. – 4:30 p.m.

Saul Klein, GRI, e-PRO, CEO, Point2 Technologies and Internet Crusade

What will be required to build on the current foundation of today’s
MLS? Hear Saul discuss the future of the MLS, and refute the
claim that the MLS is dead and irrelevant. Saul’s assessment
(based on 33 years of MLS experience in many areas and at many
levels) highlights the MLS strengths and its potential to play a
tremendous role in the real estate environment of the future.

Scaling New Business Models
3:00 p.m. – 4:30 p.m.

Steve Murray, Editor, REAL Trends, Littleton, CO

How can REALTOR® associations and their members adapt and
coexist with others using new business models in the real estate
market? Industry visionary Steve Murray will share his insights on
emerging and new business models and how they will affect your
members, associations, and MLSs. AEs will learn how to serve
member needs using new models and how to gauge the public’s
likes and dislikes about the variety of models.

Meeting Management 101
3:00 p.m. – 4:30 p.m.

Adorna Carroll, ABR, ABRM, GRI, SRS, SRES, e-PRO,
Broker/Owner, Realty3 Carroll & Agostini / Valley Properties, Berlin, CT

Do your board and membership meetings run out of control?
Do they start late? End late? Are they hijacked by someone only
interested in seeming smart or pushing an agenda? Streamlining
board and committee meetings starts with good preparation. Learn
the ins-and-outs of effective meeting management, including how
to prepare for the meeting, create a comprehensive agenda, and
run an efficient meeting. Organizational resources and meeting
tool templates will be shared.

Icebreaker Reception
5:00 p.m. – 7:30 p.m.

Join your friends and colleagues for this special reception where
there will be a generous array of good food, good music, and good
company at this official Institute welcome gala.

 

SUNDAY, MARCH 22

RCE Apparel Day
Show your RCE spirit by wearing your RCE clothing today.

I'm a New AE -- Now What?

Cindy Butts, RCE, CAE, EVP, Maine Association of REALTORS®

The first year on the job can be a series of surprises, combined with
the necessity of learning, managing, and navigating a wide range of
activities and personalities.  And it can be overwhelming, to say the least.
Find out what you should look for, common mistakes made the first year,
and resources available to you.

RCE ADF Workshop
7:15 a.m. – 8:15 a.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.

NAR AE Forum
8:30 a.m. – 10:00 a.m.

Join your peers for this open forum and participate in discussions
about the issues impacting your associations and your members.

Social Media: The Risks and Rewards of
Engaging in Online Communities
10:30 a.m. – 12.00 p.m.

Michael Cutlip, Director of Information Services,
Massachusetts Association of REALTORS®;
Hilary Marsh, Managing Director, REALTOR.org, NAR;
Katie Raynolds, Staff Attorney, NAR;
Mike Thiel, Associate Counsel, NAR;

NAR and REALTOR® associations continue to explore the use of
social media and multimedia to engage members and consumers.
In this session, you will see active association blogs, podcasts,
videos, Facebook®, LinkedIn®, Twitter, Del.icio.us®, and other
social media tools. This panel will educate AEs on the everchanging
legal liabilities associated with Internet communications.
It will also discuss how the REALTOR® Code of Ethics may apply
to communications posted to blogs and social networks. Is your
association setting a good example for its members? Attend
this session and find out.

NAR's Role in the Economic Recovery
10:30 a.m. – 12:00 p.m.

Jerry Giovaniello, Senior Vice President, Government
Affairs & Chief Lobbyist, NAR

During these difficult economic times it is more important than ever for your members to understand the comprehensive efforts of NAR in Washington, DC. Learn about the latest legislative and regulatory efforts to help stabilize and revitalize real estate markets around the nation. With the Federal Government assuming an ever greater role in the management of the economy you can't afford to be caught unaware of the latest policy decisions coming from Washington, DC.

A Recipe for a Strong Board of Directors Orientation
10:30 a.m. – 12:00 p.m.

Robert Harris, CAE, The NonProfit Center, Tallahassee, FL

Learn how to conduct a successful orientation with your board
of directors and enhance their leadership skills in the process.
Help volunteer leaders understand their corporate responsibilities
in the not-for-profit business. Walk away with a template designed
to help leadership teams set the wheels in motion to forge a
strong partnership and align their expectations for tackling goals,
objectives, issues, and challenges in their leadership year.

Legislative Advocacy Lunch
12:15 p.m. – 1:45 p.m.

As a REALTOR® association executive, you know that politics
plays an important role in your members' profession. Come enjoy
lunch and sharpen your political insights with a keynote address from
Jim VandeHei, one of the founders of Politico, the on-line resource for
anything and everything political. Sponsored by: RPAC

Hell Hath No Fury like a Member Scorned
2:00 p.m. – 3:30 p.m.

Nancy Friedman, President, Telephone Doctor Customer
Service Training, St. Louis, MO

Do you know what you say that frustrates your members? Nancy
Friedman knows. Throughout this informative and amusing
session, Nancy will share the Five Forbidden Phrases never to
say to members and, yes, give you the positive alternatives. What
do you and your staff say that turns members off and makes
them run to the competition? This member retention program is
designed to offer better communication skills at all staff levels,
and can impact your personal life as well.

MLS Solutions: Mergers, Consolidations, and Data Sharing
2:00 p.m. – 3:30 p.m.

Facilitator: Rita Johnson, Consultant, Pranix, San Clemente, CA

Panelists: Russ Bergeron, CEO, Southern California Multiple
Listing Service, Anaheim, CA; Anne Marie Howard, Esq., CEO, Charlotte Regional REALTOR® Association and Carolina Multiple Listing Services, Inc., Charlotte, NC; Karen Kage, CEO, Realcomp II Ltd., Farmington Hills, MI

Data sharing, security, and MLS consolidations are top concerns
for REALTORS® and MLS executives, according to NAR’s Center
for REALTOR® Technology “2007 MLS Technology Survey.” The
fifth annual survey showed nearly one-third of respondents
favored a statewide MLS, while 21% preferred a larger market
regional MLS within the state. Thirty percent said their MLS has
already consolidated with one or more MLSs, and nearly two thirds
said their MLS makes use of a RETS interface. How do
you keep abreast of the market changes and choose the right
MLS solutions for your brokers? Hear from a panel of experts
who have experienced the gamut in MLS management, and
learn about the solutions that can best serve your members.

Surviving a Market Change
2:00 p.m. – 3:30 p.m.

Facilitator: Jerry Matthews, CAE, CPM, Jerry Matthews, Advisor,
Windermere, FL

Panelists: David Foster, RCE, CAE, President and CEO, Austin Board of REALTORS®,  TX;
Linda Morgan, Executive Officer, Northwest Louisiana Association of REALTORS®, LA;
A. J. Michaels, Century 21 at the Rockies, American Fork, UT

How can you leverage market shifts to emerge as a stronger,
more valuable REALTOR® association? Hear from those who
have experienced several up and down markets, and are well
aware of the effects they can have on members and AEs.
Learn how these associations shifted from a “business as
usual” approach and kicked it into “survival” mode.

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.

RPAC Major Donor Reception
5:30 p.m. – 6:30 p.m.
This special reception honors RPAC major donors and is by invitation only.

MONDAY, MARCH 23

AE Institute Apparel Day

Show your AE Institute spirit by wearing your commemorative
golf sweater.

NAR Policy 101
7:00 a.m. – 8:15 a.m.

Kristine Erickson, Policy Consultant, Board Policy and Programs, NAR;
Rodney Gansho, RCE, Manager, Policy Information, Board Policy and 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.

A Media Makeover for Your Association
8:30 a.m. – 10.00 a.m.

Steve Francks, RCE, CAE, Chief Executive Officer, Washington
Association of REALTORS®, Linda Schactler, Public Affairs
Consultant, Schactler Communications, Olympia, WA

Learn how to create and implement a strategic vision to reposition
your association and improve results in the public policy arena.
Learn how to use specific tools to convey key messages and
how to respond to “crises” with a generic media plan and a crisis
response strategy, while incorporating NAR resources into all of
the components. A Washington state case study and “toolkit”
for creating a strategic public policy vision will be included.

Applied Social Media Trends
8:30 a.m. – 10:00 a.m.

Facilitator: Jeff Turner, President and COO, Real Estate Shows,
Marina Del Rey, CA

Panelists: Benn Rosales, REALTOR®, SinglePointe Realty,
Cedar Park, TX; Jay Thompson, Jr., Broker/Owner, Thompson’s
Realty, Gilbert, AZ; Mariana Wagner, REALTOR®, Keller
Williams Clients’ Choice Realty, Colorado Springs, CO

REALTORS® are gaining the media’s attention through their
use of social media. How active is your association in social
media and supporting members’ social media sites? Hear from
REALTORS® who use social media to enhance their business
practice and stay ahead of the technology curve. Learn how real
estate professionals are using social media in their businesses,
and how your association can tap into the technology that will not
only enhance your members' image, but your association’s as well.

“RDR” – REALTORS® DO Read!
8:30 a.m. – 10:00 a.m.

Melynn Sight, President, nSight Marketing Inc., Leawood, KS

Most times, we don’t see things as they are; we see things as
WE are! When associations communicate with members, it is
often from the association’s point of view. Learn how to look at
association communications differently. Leave this session with
specific practices to improve communications so your members
pay more attention to what you send them. Learn first-hand
about some successful association communications makeovers
and help dispel the myth that “REALTORS® don’t read.”

Decontaminate Toxic People (Without Weapons or Duct Tape!)
10:30 a.m. – 12:00 p.m.

Marsha Petrie Sue, President, Communicating Results, Inc.,
Scottsdale, AZ

Based on Marsha’s best-selling book, Toxic People, this interactive
program focuses on communication skills and three keys to
staying calm in the most difficult circumstances. Marsha will
show you how to resolve any conflict on your terms by using
specific language with backstabbers, know-it-alls, steamrollers,
“whine & cheesers,” and more (even when the situation may
seem out of control). Discover how to create balance, a positive
environment, and manage any difficult interpersonal situation
with tact and poise.

MLS in Your Face
10:30 a.m. – 12:00 p.m.

Facilitator: Marilyn Wilson-Lund, Founding Partner, WAV
Group, Arroyo Grande, CA

Panelists: Frank LLosa, FranklyMLS.com, Arlington, VA; Errol Samuelson, President, REALTOR.com,Top Producer Systems and the Enterprise, Richmond, BC,
Canada; Mike Wurzer, President and CEO, FBS Data
Systems, Fargo, ND

This panel will share with you the most recent endeavors
to display MLS listings on a public-facing website. You’ll be
introduced to new and innovative websites, blogs, and other
2.0 Web formats that invite public and REALTOR® feedback
on members and listings. Learn what is happening with the
exposure of the MLS listing content to the public, the legitimate
and improper uses of MLS listing content, and an explanation of
websites that are destination, channel, and more.

Managing Your Most Valuable Resource
10:30 a.m. – 12:00 p.m.

Donna Garcia, Director, Human Resource Services, NAR

Attracting top talent and offering competitive benefits can be
a challenge in this tight market, but it can be done. This session
will offer tips on how to interview for the right candidate; examine
your current benefit offerings to identify cost savings; share ways
to offer flexible schedules to help achieve work/life balance (it
may not be as difficult as you think); and give some consideration
to succession planning.

NAR Update Lunch
12:15 p.m. – 1:45 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.

Director Dynamics: Understanding Boardroom Personalities
2:00 p.m. - 3:00 p.m.

Lynn Madison, ABR, GRI, Owner, Lynn Madison Seminars,
Inc., Kildeer, IL

Working with new board members and a new president
can make some years longer than others. Recognize your
personality style and the styles of those around you. Understand
the strengths, weaknesses, and motivators of each style,
and how to better communicate with those types. Adapt your
style and assist others in adapting theirs to avoid conflict and
create synergy. This session will help you quickly improve your
work habits as well as the work habits of your volunteers to
make annual transitions less stressful and more productive.

The Next Generation of Social Media
2:00 p.m. - 3:00 p.m.

Jeff Turner, President and COO, Real Estate Shows,
Marina Del Rey, CA

Get a glimpse of social media on the horizon that will benefit
REALTORS®, and learn how REALTORS® will use social media
in the future. See new applications of social media sites and
stay ahead of the technology curve. Jeff Turner will provide
insights on new and emerging social media sites that have
the potential to rock the real estate profession into a brave
new world.

Raising the Bar for RPAC
2:00 p.m. - 3:00 p.m.

Facilitator: Shannon Burke, Major Donor Program Coordinator, Community and Political Affairs, NAR

Panelists: Helen Carter, RCE, CAE, GRI, ABR, CIPS, EVP,
Knoxville Area Association of REALTORS®, TN; Jarrod C.
Grasso RCE, Executive Vice President, New Jersey
Association of REALTORS®; Jane Saunders, Saunders Consulting, LLC, Hurricane, WV

Is your association energized to take the necessary steps to
increase its RPAC contributions? Learn how three distinct
programs can help your association meet and exceed its
RPAC fundraising goals and walk away with tools and
programs that you can implement immediately to get your
association started

AE Institute General Session
3:30 p.m. – 4:30 p.m.

All Institute attendees are invited to this special general session to
hear keynote speaker Kathleen Passanisi, who will share how
positive humor can serve as a buffer to the pressures of life.

Institute Happy Hour and Auction
4:30 p.m. – 6:00 p.m.

Join your Institute friends for refreshments, entertainment,
and networking. The live and silent auctions benefiting the
AE Professional Development Fund will also take place
during the Happy Hour.

RCE Designee Reception
Monday, March 23, 5:30 p.m. – 6:30 p.m.
This special networking reception is for RCE designees only. Join your fellow designees for some refreshments and informal networking.

TUESDAY, MARCH 24

NRDS and E-commerce
7:00 a.m. – 8:15 a.m.

Chris DeRosa, RCE, 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. Learn the benefits of using the
free REALTOR E-commerce network, such as online dues invoicing,
interfacing with your webpages/forms, and more. Bring your questions
and Chris will supply the answers.

Advanced Housing Market Reporting Made Simple
8:00 a.m. – 9:30 a.m.

Mark Allen, RCE, CIPS, CRS, GRI, CEO, Minneapolis
Area Association of REALTORS®, Minneapolis, MN

Market reporting is a daunting but essential task for associations. "All
real estate is local" usually means more than just your city or state.
The Minneapolis Area Association of REALTORS® produces highly
localized reports for members, the media, public officials and consumers
in a series of reports that reach down into the submarkets of unique
neighborhoods. You, too, can take full advantage of the strength of your
MLS data to produce powerful, easily understood and always current
information for your members. Learn how to "own" your local market's
information pipeline. Your members will thank you. And then they will
thank you again.

Going, Going,…..Green! Greening Your Association, Your Members,
and Your Meetings
8:00 a.m. – 9:30 a.m.

Madeleine Abel, CPM, Vice President, Property Management,
BECO Management, Inc., Rockville, MD; Michael Labout, Branch Broker, ERA Shields Real Estate, Colorado Springs, CO; Nancy Wilson, CMP, Principal, Meeting Strategies Worldwide, Portland, OR

Learn from a variety of greening advocates, all of whom have
a place at the real estate industry table, how to take greening
to the next level so it becomes a natural part of your, and your
members’, routine. Learn cost-efficient ways to convert your
association to a more "green" environment; teach members
how to “green” their offices and sellers’ homes; and select
meeting space that is environmentally friendly and promotes
your eco-efforts.

Leadership Secrets from Mayberry
8:00 a.m. – 9:30 a.m.

Jonathan Wallace, CAE, Senior Consultant, EMAL Consulting,
Kenly, NC

There is a plethora of leadership material available to AEs, but
too often it is difficult to make it relevant to the association world.
This program will introduce AEs to current leadership theories in
a memorable way…seeing it dramatized in real-life situations in
everyone’s favorite hometown: Mayberry, NC. Sheriff Taylor and
the rest of the Mayberry gang provide excellent examples of
transactional, transformational, and charismatic leadership.
And Sheriff Taylor is the quintessential role model for “servant
leadership.” AEs of all levels will see the parallels between the
folks of Mayberry and their own associations.

NAR Policy and Dues Procedures
8:30 a.m. – 9:30 a.m.

Tricia Grace, RCE, Membership Manager,
Kansas City Regional Association of REALTORS, KS;
John Pierpoint, Vice President Finance and Comptroller, NAR

In conjunction with the NRDS and E-Commerce session, this session
will cover everything you need to know about the member dues process,
including dues policies, deadlines, setting refund policies, nommember
assessments, how the three levels (local, state, and national) work together,
Institute Affiliate dues, and more.

Legal Update with Laurie Janik
9:45 a.m. – 10:45 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 Closing Ceremony
10:45 a.m. – 11:00 a.m.

The final gathering of Institute attendees brings your Institute experience
full circle, and prepares you to take what you've learned and apply it at
your associations. Some details of the 2010 Institute will also be shared.