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Friday, March 13th

Saturday, March 14th  - RCE Apparel Day

Sunday, March 15th – AEI Apparel Day

Monday, March 16th

Can’t decide which session to attend? Take advantage of Playback Now's limited time offer and purchase complete session recordings, with more than 35 hours of expert content from 38 sessions. View download plans and pricing at the Playback Now 2015 AE Institute Site.

Friday, March 13th

Certified Professional Standards Administration Program -- $35

8:00 a.m. – 5:00 p.m.

Richard Haggerty, CEO, Hudson Gateway Association of REALTORS®, NY; Diane Mosley, RCE, Director, Training and Policy Resources, NAR; Cliff Niersbach, RCE, Associate General Counsel of, Board Policy, 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
  • History and Introduction
  • Due Process and the Function of the Grievance Committee
  • The Hearing Process
  • Article 17 and Arbitration
  • Procuring Cause and Policy Resources
  • Final Exam (open book)


RCE Exam:

8:00 a.m. – 11:45 a.m.


RCE CAE+5 Exam:

8:00 a.m. – 9:45 a.m.


RCE Study Session — $149

8:30 a.m. – 4:00 p.m.

Pre-registration required during the AEI online registration process that opens December 3, 2014.


REALTOR® Party Immersion Day Training

8:30 a.m. – 4:30 p.m.

Looking to achieve your Core Standards requirements? The REALTOR® Party will help you reach your goals in the areas of advocacy and community outreach. Join us for this only opportunity during
AEI to break down what “advocacy” really means for REALTOR® associations. In this interactive workshop, using association scenarios, attendees will simulate building an advocacy plan. Choose from the programs, tools and services highlighted in this training to create your plan for 2015 and on. Reserve your spot when you register online for the AE Institute. Lunch provided.


e-PRO Day 1 -- $75 (includes lunch)

8:30 a.m. – 4:30 p.m.

Pre-registration required during the AEI online registration process that opens December 3, 2014.


CIPS Global Programs for Associations -- $95 (includes lunch)

8:30 a.m. – 4:30 p.m.

Pre-registration required during the AEI online registration process that opens December 3, 2014.


CMLS Best Practices Manual Overview

9:00 a.m. – 4:00 p.m.

Provided by the Council of Multiple Listing Services (CMLS) and based on the recently published CMLS Best Practices, which were created to improve professional standards in the MLS industry, these courses will help you honestly assess your organization. Take the challenge to adopt Best Practices. Your customers will be happier, your employees will improve, your volunteers will step up, and your organization will thrive. Reserve your spot in this course when registering for AE Institute on December 3. Attendance is limited.

MLS Best Practices - Leadership and Governance

9:00 a.m. – 9:50 a.m.

MLS Best Practices - Human Resources

10:00 a.m. – 10:50 a.m.

MLS Best Practices - Finance

11:00 a.m. – 11:50 a.m.

MLS Best Practices – Marketing and Communications

1:00 p.m. – 1:50 p.m.

MLS Best Practices – Customer Service and Support

2:00 p.m. – 2:50 p.m.

MLS Best Practices – Technical and Information Technology

3:00 p.m. – 3:50 p.m.


Commercial Membership By Design -- $75

1:00 p.m. – 4:30 p.m.

Did you know that every REALTOR® association has members that are involved in commercial real estate? Register for this course to learn how to engage your existing commercial membership base, educate your entire membership on key commercial industry statistics and issues, and attract new commercial members through intentional “by design” involvement. NAR’s complete array of resources offer practical tools that you can implement immediately.
Pre-registration required during the AEI online registration process that opens December 3, 2014.


PAC Management System Overview

2 p.m. – 2:30 p.m.

This course is designed for AEs wishing to gain a general understanding of how to access the PAC Management System and its robust reporting capabilities.


The REALTOR® PAC Management System Credentialing Session

2:45 p.m. – 3:45 p.m.

Attendees will learn step-by-step how to pull reports on RPAC investments and targeted fundraising. Accessing this data will improve your member participation and fundraising efforts. Those already accessing the system but wanting a refresher are welcome to attend.


Using the PAC Management System to Achieve Recognition

4 p.m. – 4:45 p.m.

Participate in an advanced training session on the REALTOR® PAC Management System. Anyone is welcome to attend, however, this training is geared toward State and Local Associations already accessing the system, but wishing to learn more reporting capabilities and fundraising components. This course will review phone bank functionality in the system. We will also look at ways to use the system to track and improve member participation, Major Investor participation and President’s Circle participation – the three areas criteria for Local Association Recognition.


AE Institute Welcome Lounge

4:00 p.m. – 6:00 p.m.

Stop by and meet the 2015 AE Institute Advisory Board while experiencing a uniquely Canadian start to your Joint Institute.

Sponsored by: The Canadian Real Estate Association and its provincial and local boards/associations


AE Institute Orientation

5:30 p.m. – 6:00 p.m.

Learn how to select the right Institute sessions so you make the most out of your Institute experience. Orientation is a great opportunity to meet your peers.


AE Young Professional Network (YPN) Meet Up

6:00 p.m. – 7:00 p.m.

Attend this session and be a part of the AEC’s Young Professional AE Network. Network with other YPNers and share how you can make a difference in your association and in the industry.


Saturday, March 14th – RCE Apparel Day

Financial Planning and the NAR Core Standards

7:00 a.m. – 8:00 a.m.

John Pierpoint, Senior Vice President/Chief Financial Officer, NAR

Every association must adopt policies to ensure the fiscal integrity of their financial operations. This includes submitting an annual report from a CPA that includes an audit opinion or an accountant’s review report, or a compilation report also prepared by a CPA. Attend this session and learn more about meeting this requirement and other aspects of the financial solvency core standard.


State AEC Chair/Vice Chair Session

7:15 a.m. – 8:00 a.m.

A gathering for state AEC chairs and vice chairs to share ideas and learn more about NAR resources at their disposal.


Opening Session

8:00 a.m. – 9:30 a.m.

The Opening Session is the official kick-off to the 2015 Joint AE Institute. Come and meet the 2015 AEI team, and leave exhilarated by a keynote address from Robyn Benincasa. Benincasa launched World Class Teams and its sister company, Flashover Seminars, to bring her unique and inspiring perspective on teamwork to the corporate world via keynotes, seminars and team-building programs. Her unforgettable presentations have taught countless high-performance leaders all over the world about “Building World Class Teams” and the ‘followership’ skills necessary for dynamic role shifting and true teamwork. You’ll also hear from 2015 NAR President Chris Polychron and incoming 2015 CREA President Pauline Aunger, who’ll offer some special remarks.


The Association Big Three: Leadership, Strategy, and Success Trends

10:00 a.m. – 10:45 a.m.

Ryan Underwood, CEO, TRI Leadership Resources, Owasso, OK

This fast-paced presentation packs the best of a leadership and strategy retreat into a high-energy session that will give you practical tools and approaches to board leadership, association strategy, and the fundamental questions to ask as you prepare to innovate and navigate change. Learn the success trends of fast growth associations and how to apply these insights to help your leaders turn obstacles into opportunities for change.


What Planet Are These People From?

10:00 a.m. – 10:45 a.m.

Ted Mouradian, President, The 2 Percent Factor Inc., St. Catharines, ON

Learn how to protect yourself from becoming a victim when targeted by the 2% of the most difficult people you will come across in your life. Grasp strategies to understand their behavior and absorb some common sense solutions to address them and move forward. These skills will help you in your work with board and committee members, as well as in your personal life.


Association Leadership in the New Economy

10:00 a.m. – 10:45 a.m.

Andy Masters, M.A., C.S.P., Author/Speaker, Masters Performance Improvement, LLC, Orlando, FL

Overcome the “do more with less” reality while empowering and inspiring membership growth and participation. Hone a leadership style of developing, empowering, and delegating to accomplish more in less time with high quality results and less stress. Learn the value of empowering your board, committees, and members to take on greater responsibilities. Allow association leaders and staff to focus on greater strategic vision and proactive projects, while running day-to-day operations more effectively.


Make Your Message Memorable

10:00 a.m. – 10:45 a.m.

Anthony Huey, President, Reputation Management Associates, Columbus, OH

How you communicate, whether in casual conversation or a formal presentation, can make the difference between success and failure. Learn how to craft concise, meaningful, and memorable messages, and how to effectively engage someone in conversation. You may only have one opportunity to connect with someone; use it wisely to leave a lasting impression.


Is a Citation Policy Right for Your Association?

11:00 a.m. – 11:45 a.m.

Marcie Roggow, ABR, CCIM, CRB, CRS, DREI, GRI, SRS, Owner, Creative Learning Concepts, LLC, Naples, FL

Panelists: Sarah Petcher, General Counsel, Northern Virginia Association; Patricia Webb, RCE, CAE, Member Services Director/VP, Texas Association of REALTORS®

Panel – TBA

The NAR Organizational Alignment Core Standards require all associations to examine their business practices to ensure they’re delivering top-notch member services. Improve your association’s professional standards services with the implementation of a citation policy that allows your association to establish a list of fines/sanctions for certain Code of Ethics violations. Learn the pros and cons of the policy and how it may provide a swifter outcome while omitting the need for a hearing panel.


Strengthen the Relationship Between Brokers and Associations

11:00 a.m. – 11:45 a.m.

Steve Murray, President, Real Trends, Castle Rock, CO

Learn from an industry expert how to explore strategies and best practices to develop and maintain healthy relationships with large brokers. Then learn how to communicate and deliver value to this important constituency. This session will include takeaways so you can start enhancing the large broker/association relationship immediately.


CTRL+ ALT+ Believe: Reboot Your Association for Success

11:00 a.m. – 11:45 a.m.

Holly Duckworth, CAE, CMP, CEO, Leadership Solutions International, Denver, CO

Do you remember the old computer days when things were locked up and you stared at the “blue screen of death”? Back in the day, 
all you had to do was hit CTRL-ALT-DEL. Do you ever wish rebooting your association was just as easy? Learn simple strategies to rebuild, reboot, and reengineer your association to meet and exceed your members’ needs for the future.


Respond to MLS Emerging Trends

11:00 a.m. – 11:45 a.m.

Facilitator: Bill Lublin, CRB, CRS, GRI, Managing Member, Social Media Marketing Institute, Huntingdon Valley, PA

Panelists: Chris Carrillo, EO, Multiple Listing Service Inc., Milwaukee, WI; Stephanie Hill, CIPS, ePRO, MLS Director/VP, Greater Las Vegas Association

What’s trending in MLS? Listen as these industry leaders share their insights on the future of MLSs. They’ll participate in an interactive panel discussion on the issues before the Emerging Trends & Technology Advisory Board, and how MLSs respond to those issues.


“Taste of AEI” Sponsor Walk-Around Lunch

12:15 p.m. – 1:30 p.m.

The Joint AE Institute’s sponsoring vendors will host lunch in the various hospitality rooms. Participants can enjoy their lunch while learning about different products available to them and their members.


State/Provincial Chief Staff Meeting

1:30 p.m. – 4:00 p.m.

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


Master Magical Persuasion

2:00 p.m. – 2:45 p.m.

Traci Brown, Body Language Expert, Traci Brown, Inc., Boulder, CO

The most successful people in the world have one thing in common: They can use their body language to be extraordinarily persuasive. And you can learn how to do it too. Dive deep into simple body language techniques that will make you magnetic. People will automatically and unconsciously open up to you so you can persuade them if you need to. Learn to be flexible in your communication so you can direct any conversation and easily reach agreement. You’ll
be more successful with members, in interviews, at networking and in negotiations, and at home with the kids.


Command and Control Chaos

2:00 p.m. – 2:45 p.m.

Brandie Hinen, President, Power House Learning, Filer, ID

Are there internal and external barriers that prevent your association from moving forward? Break through them. Rearrange internal communications processes to identify, interpret, and formulate a plan so that all parties can negotiate. Move to deeper levels of authentic conversation with practical “how to’s” so you can overcome some of your association’s toughest challenges.


The Future of REALTOR® Education

2:00 p.m. – 2:45 p.m.

Nate Ellis, ABR, CIPS, Speaker, Educator, Coach, Walnut Creek, CA

REALTOR® learners are changing. They demand better content delivery, and tools and resources that keep them apace with changing technology and market conditions. Discover how to create a flexible education program that meets today’s demands and makes your members and your association more profitable.


Emerging Leadership Issues with Technology

2:00 p.m. – 2:45 p.m.

Nobu Hata, Director Digital Engagement, NAR; Melanie Wyne, Senior Policy Representative, Government Affairs, NAR

Imagine this: One of your members comes to a professional standards hearing wearing Google Glass. What do you do? Modern technology can wield a lot of power over a typical work day. Explore the potential implications of using technology such as Google Glass, drones, smart watches, cloud computing, and big data in association meetings and while conducting association business.


Top Four Mistakes No One Saw Coming

3:00 p.m. – 4:00 p.m.

Margy Grant, RCE, CAE, Esq., Florida Association of REALTORS®; Jenny Pakula, RCE, CAE, JD, General Counsel, Oregon Association of REALTORS®

Let these two in-house legal counsels help you stop legal issues before they start, especially those involving board antitrust, MLS, and professional standards. Learn what to look for when reviewing service contracts and how to combat recurring issues in the future. Understand the value of having strong policies in place and how their existence can keep your association out of legal hot water.


Engage Everyone and Build Lasting Member Relationships

3:00 p.m. – 4:00 p.m.

Greg Witz, President and CEO, Witz Education, Toronto, ON

Member communication is vital to your association’s growth. Today’s diverse membership pool calls for diverse communication techniques so you reach everyone. Your job is to develop communication skills to effectively connect with all your members. Uncover how to attract and retain the next generation of members, and how to build powerful relationships and structure your messaging to engage all generations.


Ace the NAR Mandatory Core Standards

3:00 p.m. – 4:00 p.m.

Facilitator: Andrea Bushnell, RCE, CEO, North Carolina Association of REALTORS®

Panelists: Gavin Blair, RCE, CEO, Dayton Area Board of REALTORS®; OH; Marc Lebowitz, RCE, CEO, Ada County Association of REALTORS®, Boise, ID; Christine Todd, RCE, CAE, CEO, Northern Virginia Association of REALTORS®

Hear from members of the NAR presidential advisory group that crafted the Organizational Alignment Core Standards as they discuss implementation best practices. Understand how to implement the Code of Ethics core standard; maximize participation in political advocacy, including PAC fundraising; and own the elements of community outreach with consistent statistics and a professional presence.


NAR Dues Policy and Dues Remittance Procedures

3:00 p.m. – 4:00 p.m.

John Pierpoint, Senior Vice President/Chief Financial Officer, NAR; Patty Garcia, Managing Director, Credit and Revenue Processing Services, NAR

Attend this session and get the answers to your questions about the NAR dues remittance and collection process. Some of the specific topics covered include dues definitions in NAR’s Bylaws, local association staff responsibilities with respect to NAR’s dues reconciliation and remittance process, Consumer Advertising Campaign assessments, Institute Affiliate member dues, and the NAR delinquency/collection process.


PAC Management System Overview

4 p.m. – 4:30 p.m.

This course is designed for AEs wishing to gain a general understanding of how to access the PAC Management System and its robust reporting capabilities.


Sunday, March 15th – AEI Apparel Day

NAR AE Forum

8:00 a.m. – 9:00 a.m.

This special open forum allows U.S. AEs to hear updates and participate in discussions about the issues impacting their associations and their members.



8:00 a.m. – 9:00 a.m.

This special open forum allows Canadian AEs to hear updates and participate in discussions about the issues impacting their associations and their members.


10 Leadership Strategies to Improve Association Productivity, Profits, and Communication

9:30 a.m. – 10:30 a.m.

Mary Kelly, CEO, Productive Leaders, Dallas, TX

Learn what most volunteers and employees need from their leaders and managers to be more effective. Discover how to use your networks and relationships to further your influence and reach
your strategic goals. Implement actionable items to create cohesive teamwork, improve personal and professional productivity, and better engage those around you. Come away from this session with three core techniques, seven critical applications, and templates to provide usable feedback for your staff and volunteers.


Three Steps to Create a High Performance Team

9:30 a.m. – 10:30 a.m.

Aly Pain, CPCC, PCC, ORSCC, Business Systems Expert, Aly Pain Professional Coaching Services, Vernon, BC

It’s not difficult to create a winning team. 1) Clarify a strong, passionate vision and goals; 2) Establish team commitment through measurable and accountable results; 3) Improve communication and manage conflict through awareness of individual styles, strengths, and differences. Learn how to implement these three steps so your team can come to the game and win.


What Members Want

9:30 a.m. – 10:30 a.m.

Terry Penza, RCE, CAE, Director of Network Membership, REAL Trends, Inc., Fort Myers, FL; Steve Murray, President, REAL Trends, Inc., Castle Rock, CO

Does one size fit all when it comes to delivering member services? Let Steve Murray and Terry Penza help you answer that question by helping you take a fresh look at what members truly want from their association. They’ll explore how you can incorporate those desires into association-based strategies and deliver targeted services to each member segment.


Video Production Best Practices

9:30 a.m. – 10:30 a.m.

Nancy Guarascio, Director of Marketing, J. Rockcliff REALTORS®, Danville, CA

Video is becoming an integral part of our everyday communication. How can you bring it into your association communications? Learn best practices and techniques to make engaging videos, including creative tricks to make the most out of a shoot, and how to build a studio on a budget.


How to Harness Storytelling and Get Ahead

10:45 a.m. – 11:30 a.m.

Marc D. Gould, RCE, Vice President, Business Specialties, NAR

The art of storytelling extends back through the ages. Humans are wired to engage in storytelling as both narrator and audience. Knowing how to tell your story and draw people in are as important as the topic and the content. With the help of real-world examples and interactive scenarios, you’ll see how storytelling can engage your audience and create an environment where everyone coalesces around a common goal; whether it be gaining buy-in for your strategic plan, or increasing broker engagement.


I’m a New AE, Now What?

10:45 a.m. – 11:30 a.m.

Cindy Butts, RCE, CAE, CEO, Connecticut 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. Find out what you should look for, common mistakes made the first year, and resources available to you.


New EO/Association Staff Session (Canadian Session)

10:45 a.m. – 11:30 a.m.

Betty Doré, CRAE, Executive Officer, London and St. Thomas Association of REALTORS®, London, ON

This session will provide you with an overview of what to look out for and what resources are available to make the transition into your new role easier. Although geared to new AEs, all are welcome.


Research: When, How (and How Not To)

10:45 a.m. – 11:30 a.m.

Lisa Herceg, PRC, Director of Marketing Research, NAR

Research takes time, effort, and money. And it can be one of the strongest weapons in your arsenal when facing important association decisions. Learn how to contain your research costs by understanding when you need research, when you don’t, and how to avoid some of the more common mistakes if you do conduct it. Session takeaways will help you make informed research-related decisions right away.


The Connected Economy: Marketing’s New Frontier

10:45 a.m. – 11:30 a.m.

Peter Mosca, CCFA, e-Pro, GREEN, SFR, SRES, PR/Executive Communications Consultant, Howell, NJ

Today’s REALTOR® lives and operates in a digital age; an “always- on” economy where attention is a currency needed to thrive in the competitive real estate industry. Association executives need that same currency to remain relevant with internal and external audiences. Examine commonly-held beliefs about print and social media campaigns, online channels, and consumer behaviors. Leave this session with takeaways about the impact the “attention economy” has on your association and the marketplace.


REALTOR® Party Luncheon

12:00 p.m. – 1:30 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 special keynote address from Charlie Cook, publisher of The Cook Political Report, and widely regarded as one of the nation’s leading authorities on U.S. elections and political trends.

Sponsored by: REALTOR® Party


Best Future Practices for MLSs

2:00 p.m. – 2:45 p.m.

Carrie Kendall, RCE, Executive Officer, Lafayette Regional Association of REALTORS®, IN; Cameron Paine, RCE, Executive Officer, Connecticut Multiple Listing Services, Inc.

With consumers demanding a higher level of customized information, are MLSs keeping up and serving their constituents with innovative data delivery? Hear two industry professionals discuss their versions of MLS best practices. They’ll also share insights on how to stay ahead in creative, yet practical, ways, and how to deliver the best solutions to keep ahead of the market.


Survive and Thrive with a Challenging President

2:00 p.m. – 2:45 p.m.

Facilitator: David Phillips, RCE, CAE, CEO, Pennsylvania Association of REALTORS®

Panelists: AEs from U.S. and Canada

Hear how your peers worked past some challenging leadership traits and made it a great year. Tap into the success stories of a panel of AEs who have not only survived, but thrived during those years. Take away tips and techniques to move your organization forward despite the apparent leadership void.


Keep Meetings (and Minutes) Simple

2:00 p.m. – 2:45 p.m.

Adorna Carroll, ABR, CIPS, CRB, GRI, President, Dynamic Directions Inc., Newington, CT

Keep meetings and meeting minutes simple and reduce association liability. Yes, it’s that simple. Meetings don’t have to be marathon sessions or all-day events, and minutes don’t have to be evidence for the prosecution (or defense) when subpoenaed. Efficient and effective meetings yield better quality participation and happier members. See how you can easily streamline meetings, take meaningful minutes, and reduce liability.


Five Website Must-Haves

2:00 p.m. – 2:45 p.m.

Brian Copeland, ABR, CIPS, CRS, GRI, REALTOR®, Village Real Estate Services, Nashville, TN

The association website should be members’ first point of contact.
If it’s not, you may be doing something wrong. Discover how to
draw members into the association through your website. Learn five website must-haves that will save staff time and increase membership participation and satisfaction.


Reengineer Your Association Leadership

3:00 p.m. – 3:45 p.m.

Roger Turcotte, CBR, CDEI, DREI, GRI, Owner, Roger Turcotte and Co., LLC, Contoocook, NH

The decisions that volunteer leaders make determine the value your association has in its members’ lives. Using the “Four Principles
of Relevance-Based Leadership,” which Roger will explain in this session, you will learn to keep your leaders focused on what matters to members rather than what benefits them as leaders. This fast-paced session is a must attend for AEs who hear members ask, “What do I get for my dues dollar?”


Build Bridges, Build Businesses: Form Global Association Relationships

3:00 p.m. – 3:45 p.m.

John Gormley, CIPS, RCE, Vice President, Communications and Marketing, Texas Association of REALTORS®; Alan Tennant, FRI-(E), CAE, CRAE, CEO, Calgary Real Estate Board, Calgary, AB; Albert Tran, CIPS, Executive Officer, West San Gabriel Valley Association of REALTORS®, San Gabriel, CA

Want to grow global real estate investment in your area to help your members? Formal relationships with foreign real estate associations can raise the profile of your market overseas and attract consumers and business from other countries. Develop
an awareness of the global market and how your association can partner with an overseas real estate trade organization to increase member profitability in both countries.


Member Before Association: The Nordstrom Way

3:00 p.m. – 3:45 p.m.

Maura Neill, CRS, GRI, REALTOR®, Maura Neill, LLC, Alpharetta, GA

Nordstrom is known for its legendary customer service. As such, it serves as a good model for how associations can put members’ needs and wants first. This approach can build long-term relationships and loyalty. When associations view the member as customer, associations can rethink their missions and continue to prove, and improve, the value of membership.


Leverage Membership Data

3:00 p.m. – 3:45 p.m.

T. J. Doyle, Social Media Director, NAR; Jessica Lautz, Director, Member and Consumer Survey Research, NAR

This practical “how-to” session will show you NAR’s available membership data and explain what it really means. Then you’ll be instructed how to use the data to assist members in their everyday business. You’ll also see how to apply it in your daily association operations.


The REALTOR® PAC Management System Credentialing Session

3:45 p.m. – 4:30 p.m.

Attendees will learn step-by-step how to pull reports on RPAC investments and targeted fundraising. Accessing this data will improve your member participation and fundraising efforts. Those already accessing the system but wanting a refresher are welcome to attend.


Using the PAC Management System to Achieve Recognition

4:30 p.m. – 5:15 p.m.

Participate in an advanced training session on the REALTOR® PAC Management System. Anyone is welcome to attend, however, this training is geared toward State and Local Associations already accessing the system, but wishing to learn more reporting capabilities and fundraising components. This course will review phone bank functionality in the system. We will also look at ways to use the system to track and improve member participation, Major Investor participation and President’s Circle participation – the three areas criteria for Local Association Recognition.


Monday, March 16th

Housing Affordability: History, Trends, Predictions and Resources Your Members May Need In the Coming Years

7:00am – 8:00am

Shari Olefson, Director, The Carnegie Group, Fort Lauderdale, FL

It’s no secret that home prices and rental rates have been rising faster than average American workers’ wages. As this gap grows, how does it impact housing affordability in our country? How does U.S. housing affordability compare with Canada and other nations today? And how are long-time public housing assistance programs and policies keeping up with our expanding housing affordability gap? This session provides a basic primer on the history of affordable housing policy, programs and issues, the U.S.’s growing need for and policy focus on entry level and workforce housing, and how those needs may be met in the coming years.

General Session

8:00 a.m. – 9:00 a.m.

The 2015 AE Institute Advisory Board invites you to hear keynote speaker Mike Walsh, a global authority on 21st century business. He’s a leading authority on the intersection of emerging technologies, consumer behavior and fast growth markets, and brings unique insights into the growing influence of new markets on breakthrough innovation and business transformation. Mike scans the near horizon for disruptive technologies and consumer innovations on the verge of hitting critical mass - then translates these into usable business strategies. You will walk away from this keynote with a reinvigorated spirit for what you and a realization that you can shape your future.


Financial Management and Partnering with Volunteer Leaders

9:30 a.m. – 10:30 a.m.

Dave Garrison, RCE, CAE, CIPS, CPA, VP of Finance, Professional Development & Internal Operations, Florida REALTORS® Association, Orlando, FL

Balancing the books is a part of your job, but so is balancing the relationship with your volunteer leaders. Keep them in the loop on all things financial to help grow the staff/volunteer relationship and strengthen the trust. Craft financial communication practices that keep the leadership informed so that you’re both equipped to better carry out your responsibilities.


Strategic Planning Implementation Workshop

9:30 a.m. – 10:30 a.m.

Jerry Matthews, Advisor, Windermere, FL

Panelists: Diane Ruggiero, RCE, Kansas City, KS; Clint Skutchan, RCE, Fort Collins, CO; and more

Now that you have a new strategic plan that is in compliance with the NAR Core Standards, what are some best practices to implement its goals and objectives? How do you make it a practical part of
the budget or business plan? Listen as AEs who have successfully implemented a plan share their approaches, challenges, and solutions. Ask questions in this interactive format.


NAR Policy 101

9:30 a.m. – 10:30 a.m.

Rodney Gansho, RCE, Managing Director, 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.


Social Media Is Out, so What’s In? What’s Next?

9:30 a.m. – 10:30 a.m.

Facilitator: Nobu Hata, Director Digital Engagement, NAR

Panelists: Teah Hopper, Director of Digital Engagement, Missouri REALTORS®; Bill Harrington, General Counsel, CREA; Blake Hegem Deputy General Counsel, Virginia Association of REALTORS®; Katie Johnson, General Counsel, NAR

REALTORS® have fragmented their use of Facebook, Twitter and social media channels to conduct business behind closed doors, through affiliated business agreements and pocket listings. What can and should your association look for and do about this old practice that disguises itself under new technology? Learn how to coach brokers on the pitfalls of consumer confusion, and how to educate consumers so they come back to your members for guidance through the transaction.


NAR NRDS and E-Commerce

10:45 a.m. – 11:30 a.m.

Chris DeRosa, RCE, CAE, IOM, 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 and the Action Center. Discover additional tools available in NRDS that will help you with the new Core Standards for associations. Bring your questions and Chris will supply the answers.


Consumer Outreach – Meet the NAR Core Standards Mandate

10:45 a.m. – 11:30 a.m.

Panelists: Mary Cano, RCE, CEO, North Central Jersey Association of REALTORS®; Randall McCauley, Government Affairs Director/VP, Canadian Real Estate Association; Shari Olefson, Director, The Carnegie Group, Fort Lauderdale, FL; Kimberly Pontius, RCE, Traverse Area Association of REALTORS®, Traverse City, MI; Diane Ruggiero, RCE, CAE, CEO, Kansas City Regional Association of REALTORS®

The wave of the future is consumer outreach. To comply with the Core Standards, every association will engage in at least four meaningful consumer engagement activities annually. Discover some peer-to-peer consumer engagement success stories, delivered TED style, that you can share, discuss and bring home.


Manage Your Association Like a Billion Dollar Brand

10:45 a.m. – 11:30 a.m.

Gerry O’Brion, Marketing Speaker, What Big Brands Know, Denver, CO

Learn five key strategies to turn your members into raving fans. Find out how to increase member involvement, even with a small budget. Ignite your word of mouth by creating powerful, sharable messages. Gerry O’Brion was an executive for billion dollar brands and will teach simple tools to elevate your association and the REALTOR® brand.


Stay on Top of Data Security

10:45 a.m. – 11:30 a.m.

Alex Camelio, President, Barcode Publicity, Saint Johnsbury, VT

Living and working in an online environment means that personal information and association information could be compromised at any time. You can deter hackers and others from stealing confidential data. This primer on password security, how to download apps and software, retrieve or delete content from a lost/stolen mobile device, and enact general security protocols will prepare your association and members should your data be compromised.


NAR Update Lunch

11:45 a.m. – 1:15 p.m.

Join NAR 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.

Sponsored by: NAR Office of the CEO


CREA Update Lunch

11:45 a.m. – 1:15 p.m.

Join CREA CEO Gary Simonsen, for an update on CREA issues. Ask the questions you need answers to in this open forum with your peers and your national counterpart.


Joint Legal Update

1:30 p.m. – 2:30 p.m.

Join NAR General Counsel Katie Johnson and CREA General Counsel Bill Harrington for an update on the legal issues impacting REALTOR® associations in both countries.