Pre-Institute Events
University of Chicago Strategies in Nonprofit Management Certificate Program
The program fills a unique training and education niche for nonprofit leaders. Its curriculum focuses on a core of essential competencies for REALTOR® AEs in a rapidly changing environment. AEs are invited to enroll in the full certificate program that encompasses the challenges of a real classroom setting with personalized pre- and post-work.
Certificate Program Requirements: Complete four core and two optional full-day courses
Not interested in the certificate? You can audit individual classes, without pre- and post-work assignments.
Registration Fee: $350 for certificate program enrollees; $250 for non-certificate enrollees. Each course is limited to 35 students.
Tackling the Strategic Plan (core course)
Friday, April 16, 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.
Developing Effective Programs (optional course)
Friday, April 16, 8:30 a.m. – 4:00 p.m.
Lisa Moultrie, Consultant, Organizational Development, Chicago, IL
Programs are at the heart 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.
Strategy to Accountability: Performance Management and Outcome Measures in Nonprofit Organizations (core course)
Saturday, April 17, 10:30 a.m. – 5:00 p.m.
Gordon Medlock, PhD, Human Capital Consultant, La Porte, 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. 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.
CIPS Course: Developing an International Member Services Program Locally ($65 – includes lunch)
Friday, April 16, 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
This day-long program will provide in-depth education on developing and growing 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. Registration for this course is a part of the on-line AE Institute registration process that opens December 9.
Certified Professional Standards Administration Program
Friday, April 16
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.
Professional Standards Certificate Requirements
All attendees MUST attend all sessions and pass (75%) of the comprehensive exam conducted at the end of the program. Those who pass the test will be awarded a certificate of completion. NOTE: Tests will be distributed at the end of classroom instruction on Friday, April 16. Students will remain in class and complete the exam. Attendance is worth 10 points on your RCE ADF.
History and Introduction
Become familiar with the history and fundamentals of the Code of Ethics. You’ll learn the major categories of Articles in the Code, its structures, and supporting materials. Gain a clear understanding of the commonly cited articles of the Code.
Due Process and the Function of the Grievance Committee
Understand the components of the due process. Learn the role of the grievance committee as it relates to ethics complaints and arbitration requests, and the importance of confidentiality in the professional standards process.
The Hearing Process
Learn the steps required for providing a properly formatted hearing. Understand the difference between an ethics hearing and an arbitration proceeding and the practices common to both. Includes a brief review of how to write an ethics decision.
Article 17 and Arbitration
This module explores what constitutes a violation of Article 17; the role of legal counsel and staff. Understand the appeal process, directors’ action, re-hearings, and procedural review.
Procuring Cause and Policy Resources
Gain a better understanding of a procuring cause. Learn about the importance of checklists, timelines, forms, and adoption of the Code of Ethics and Arbitration Manual.
Final Exam (open book)
All attendees MUST attend all sessions and pass (75%) of the comprehensive exam conducted at the end of the program. Those who pass the exam will be awarded a certificate of completion.
Questions Anyone?
Try the Consultant's Corner @ AEI
Trying to figure out how to put together a leadership academy or increase outreach to the community? One-on-one consultations with NAR staff experts are available by appointment. Sign-up on site to get assistance from staff from the Center for REALTOR® Technology, Commercial, Finance, Human Resources, Leadership, Legal, Policy, Realtor.org and Community and Political Affairs areas April 17 – April 19.
