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Friday, Mar. 21
Saturday, Mar. 22
Sunday, Mar. 23
Monday, Mar. 24
Tuesday, Mar. 25

Friday, Mar. 21

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.
Join fellow RCE designation candidates and work together to prepare for the RCE designation exam. This day-long study session will put you in your comfort zone and help confirm all that you know so you’re ready to sit for the exam. Lunch is on your own. Pre-registration required during the AEI online registration process that opens December 4, 2013.

REALTOR® Party Immersion Training Day

8:30 a.m. - 5:00 p.m.
John Harrison, CRS, CRB, SRES, GRI, Senior Vice President and Associate Broker, Pioneer Realty, Inc., MD; Bill Malkasian, CAE, Vice President, Political Strategic Planning, NAR
Familiar with the REALTOR® Party but haven't had time to figure out how you fit in? This full day workshop will help you identify your role as the REALTOR® organization shifts to focus more on state and local advocacy and outreach efforts. Learn from other AEs how REALTOR® Party programs worked easily and successfully at their associations, small and large. Hear what worked and what they would do differently. From increasing your RPAC investments; to using NAR programs to further your local issues like land use and growth legislation; to learning about the variety of grants available to offer your members courses, join community coalitions, and affect change in your local communities; no matter where you are starting, staffers will help take your association to the next level. Lunch will be provided. Attendance is limited to 100. Reserve your spot when you register online to attend the AE Institute.

Registration for this session is free. Participation will earn you 6 points on your RCE ADF!

e-PRO Day 1 ($75 – includes lunch)

8:30 a.m. – 4:30 p.m
Nate Ellis, AHWD, ABR, CIPS, e-PRO, GREEN, Contra Costa Association of REALTORS®, CA.
The new e-PRO® gives you a roadmap to build your association’s business and serve the hyper-connected member and consumer of today and tomorrow. Day 1 teaches about the changing market, how to connect with your members, and how to manage your association’s online reputation. Upon completion of Day 1, students must complete Day 2 online (for an additional fee) to earn the e-PRO® certification.

Commercial Membership by Design ($75)

1:30 p.m. – 4:30 p.m.
Jean Maday, Director, Commercial Development, Services and Outreach, NAR
Did you know that every REALTOR® association has members that are involved in commercial real estate? 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.  Do you have limited time and resources? Let us help you build the right plan for your association. Don’t delay, “design” today.
Note: Attendance is limited to 25. You can register for this class on December 4 when online registration opens.

Best Practices in Financial Management for the New AE

1:30 p.m. – 4:00 p.m.
John Pierpoint, Senior Vice President/Chief Financial Officer, NAR
Join other new AEs for interactive discussions on various aspects of local association financial management. Topics will include budgeting, financial statement preparation, financial audits and accounting requirements, RPAC accounting, investments, and taxation and the Form 990.  Discussion leaders will be provided by NAR’s Finance Division.
Note: Limited to 30 attendees. You can register for this class on December 4 when online registration opens.

AE Institute Welcome Lounge

4:00 p.m. – 6:00 p.m.
Sponsored by: Maryland Association of REALTORS® and the Greater Baltimore Board of REALTORS®, MD

AE Institute Orientation

5:30 p.m. – 6:00 p.m.

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Saturday, Mar. 22 – RCE APPAREL DAY

Opening Session

8:00 a.m. – 9:45 a.m.
The Opening Session is the official kick-off to the 2014 AE Institute. Come and meet the 2014 AEI team, and leave exhilarated by a keynote address from Connie Podesta. With a rare blend of laugh-out-loud humor, uncanny insight into human nature, and killer persuasive strategies, Connie will take you inside the minds of the people you need to influence and impress. You’ll also hear from 2014 NAR President Steve Brown, who’ll offer some special remarks.

Staff Is from Venus, Members Are from Mars

10:00 a.m. – 10:45 a.m.
Rick Harris, ABR, CIPS, CRS, GRI, Rick Harris Seminars LLC, Ashland, OR
Members and staff are wired differently. The personality traits and job skills of a great association executive are vastly different than those of a successful real estate broker.  This fun, fast-paced session explores what makes staff and members tick, how to bridge the communication divide that can occur between them, and how to build on the strengths of both to create a dynamic, high-value association model.

Nurture a Healthy Association Environment

10:00 a.m. – 10:45 a.m.
Gabriel Eckert, CAE, Executive Director, Building Owners and Managers Association of Georgia, Atlanta, GA
What are the essential elements of a healthy association environment? This interactive presentation will teach you how to identify and strengthen eight essential elements in an association. You’ll also receive an implementation toolkit that includes an organizational diagnostic assessment to help you evaluate and build those elements into your association.

Leverage the Google Environment

10:00 a.m. – 10:45 a.m.
Warren Dow, Vice President and Co-owner, Barcode Publicity, Saint Johnsbury, VT
Maximize your association’s efficiency using free Google products. Take a walk through the Google environment and acquire the most important tools to run an efficient association in a mobile/remote environment. Explore the aspects of Google operating systems, browser, products, tools and services that will help maintain a more efficient and productive mobile association.

Navigate the Blurred Lines of Relationships in and out of the Workplace

11:00 a.m. – 12:00 p.m.
Karen P. Ross, Esquire, Consultant, Employment Practices Solutions, Greenwich, CT
Blurred Lines may be the song of summer 2013, but it’s also the reality for many work relationships. Co-workers and managers can and often do become friends. Does that mean anything inappropriate (from language and tone, to gestures) goes on at work or after hours? Find out how to navigate that tricky space (the blurred line) and maintain a positive, productive, and ultimately harassment-free workplace.

How to Get Your Members to Scream Your Name and Beg for More

11:00 a.m. – 12:00 p.m.
Tom Morrison, CEO, Metal Treating Institute, Jacksonville Beach, FL
Discover ten keys to develop a member recruitment/ engagement strategy. This includes engaging the board to make necessary innovations to enter the fast-paced technology arena. It also involves building a recruitment and engagement strategy to enhance retention and maximize per-member value.  Innovations like this brought an 858% net worth increase to Tom Morrison’s association.

The MLS of Tomorrow

11:00 a.m. – 12:00 p.m.
Facilitator: Jerry Matthews, Jerry Matthews Advisor, Windermere, FL
Panelists: David Charron, President and CEO, MRIS, MD; Robert Hahn, President and CEO, 7DS Technologies, Katy, TX
When you examine all of the day-to-day business tools upon which members rely, nothing is more central than the MLS. Explore the continued evolution of this tool, including threats, opportunities, and new models, as well as the prospect of a national MLS.

“Taste of AEI” Sponsor Walk-Around Lunch

12:00 p.m. – 1:30 p.m.
The 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.

I’m a New AE, Now What?

12:45 p.m. – 1:30 p.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. 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.

Create Engaging Education for the Next Generation of REALTORS®

1:45 p.m. – 2:45 p.m.
Maura Neill, ABR, CRS, Instructor, Speaker, Re/Max Around Atlanta, Alpharetta, GA
One of the biggest challenges facing associations is not just improving the value of membership, but proving the value of membership, especially to the next generation of REALTOR® members. Education, formerly a cornerstone of association services, has lost its luster. Topics that were once all the rage (social media, technology, video) no longer carry the buzz they once did as they are second-nature to young professionals and new members. Recognize how to use the resources at your disposal to abandon the status quo and revamp your educational offerings to engage the next generation in new and innovative ways, and bring association membership value to the forefront.

Real Estate: The Next Five Years

1:45 p.m. – 2:45 p.m.
Todd Carpenter, Managing Director, Analytics, Information Technology Services, NAR; Nobu Hata, Director, Digital Engagement, Publications, NAR; Ron Phipps, ABR, GRI, CRS, GREEN, Phipps 4M Realty, Warwick, RI
At the crossroads of where buzzwords like technology, new media, big data, syndication, fracture, thought leadership, consumer empowerment and relevance meet, is the REALTOR®. Associations, together with their leaders, will have to navigate these waters over the next five years.  And those five years promise to be formative times for the industry and members. Get a look at the trends and buzzwords that will affect the next half decade of real estate.  Let’s talk about actionable steps to prepare for tomorrow’s conversation. You’ll also learn how to engage present and future leaders for real estate beyond the next five years.

Digital Security for Associations

1:45 p.m. – 2:45 p.m.
Alex Camelio, President, Barcode Publicity, Saint Johnsbury, VT
Learn about the chief digital security concerns facing associations today. Delve into password security, mobile devices, and the inherent risks in the digital world. Review best practices for downloading apps and software, along with protocols every association should implement for internal and external (member-facing) operations.

Recruit and Develop Local and State Leaders

3:00 p.m. – 4:00 p.m.
Adorna Carroll, DSA, ABR/M, SRS, CRB, GRI, SRES, SFR, PMN, e-PRO, President, Dynamic Directions Inc., Newington, CT
Join the discussion about tools and methods to enhance volunteer recruitment and retention. Review best practices for volunteer involvement and how to cultivate a diverse group of active members. Discover how to involve members at the start with attendance and committee participation, and how to make leadership development a line item in your association budget.

What Is the Big Deal about Big Data?

3:00 p.m. – 4:00 p.m.
Mark Lesswing, Senior Vice President and Chief Technology Officer, NAR, Todd Carpenter, Managing Director, Analytics, Information Technology Services, NAR
Why is big data big news? Gain a better understanding of big data and why it matters to associations and members. Learn how to leverage data visualization, such as mind maps, to deliver exciting new products to members, and stay in step with the enhancements big data can afford your association.

Humanize a Digital World

3:00 p.m. – 4:00 p.m.
Melynn Sight, President, nSight Marketing, Inc., Leawood, KS
Blend the best relationship strategies with technology tools so you better connect with members on a human level. Put these new ideas on messaging and relationship-building to work with members and your board. Stack the deck in your favor as you discover how innovative associations and marketing trendsetters do it.

RCE Designee “Early Access Pass” to Icebreaker Reception

4:00 p.m. – 4:45 p.m.
A special opportunity for RCE designees to network and renew old friendships before the rest of the Institute registrants arrive at the Icebreaker. This special pre-Icebreaker reception is just for RCE designees.

Icebreaker Reception

4:45 p.m. – 6:45 p.m.
Join your friends and colleagues for this special reception where there will be good food, good music, and good company at this official Institute welcome gala.

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Sunday, Mar. 23

NAR AE Forum

8:00 a.m. – 9:00 a.m.

Law-lapaloozza

9:15 a.m. – 10:00 a.m.
Katie Johnson, General Counsel, NAR; Finley Maxson, Senior Counsel, NAR
NAR attorneys take to the main stage to discuss a series of common situations faced by REALTOR® associations.  Some of these may include hosting an association function, participating in social media, soliciting RPAC contributions, or selecting an attorney to represent the association. Take away checklists, policies, and other resources to help you implement best practices to manage these situations.  You’ll also acquire valuable risk reduction tools and proper approaches to draft meeting minutes, maintain confidentiality, and follow parliamentary procedure. 

Local and State Associations… a Love Story

9:15 a.m. – 10:00 a.m.
Gary Clayton, RCE, CAE, CEO, Illinois Association of REALTORS®; Pam Krieter, RCE, CEO, Mainstreet Organization of REALTORS®, IL; Dave Phillips, RCE, CAE, CEO, Pennsylvania Association of REALTORS®; Ryan Conrad, RCE, CAE, e-PRO, CEO, Lehigh Valley Association of REALTORS®, PA
What makes for a good local/state association relationship? These local and state AEs will share experiences that have strengthened their local/state relationship. They will also share some stressors to avoid so the relationship stays harmonious and strong. If your local/state relationship needs some reinforcement, this session will offer you some practical tips to strengthen it.

Measure Member Communications

9:15 a.m. – 10:00 a.m.
Matt Cohen, Chief Technologist, Clareity Consulting, Scottsdale, AZ
Explore technology best practices to enhance member communications. Gain insight into key communication tools along with the components needed to measure their effectiveness. Walk away with a features list that you and your technology partners can use to enhance your member communication capabilities.

Law-lapaloozza Implementation Session

10:15 a.m. – 11:15 a.m.
Katie Johnson, General Counsel, NAR; Finley Maxson, Senior Counsel, NAR
An extension of the first Law-lapaloozza session to ensure you receive need-to-know information to keep your association operations within the parameters of the law.

Brokers Tell All

10:15 a.m. – 11:15 a.m.
Facilitator: Steve Murray, Editor and President, REAL Trends, Castle Pines, CO
Panelists: Cindy Ariosa, Senior Vice President and Regional Manager, Long & Foster Real Estate, Inc., MD; Dean Cottrill, GRI, Coldwell Banker Residential Brokerage, Mid Atlantic, NRT, LLC, MD;  Patricia Savani, CRB, Vice President Associate Broker, Champion Realty / Home Services, MD
The dynamic real estate market keeps successful brokers on their toes. Associations can play a key role in brokers’ success. Listen as these brokers tell you how to help them and their employees (your members) attain and maintain success. In turn, this may grow your membership in ways you never thought possible.

Add Pizzazz to Your Presentations

10:15 a.m. – 11:15 a.m.
Clint Skutchan, RCE, CEO, Fort Collins Board of REALTORS®, CO
Come and explore this showcase of high-tech and lowtech tools. Delve into a toolbox of presentation and group interaction tips and tricks that can have a more powerful effect on members. Glean some great ideas to increase the impact of your presentations and take member interaction to the next level.

REALTOR® Party Luncheon

11:30 a.m. – 1:00 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 by veteran Democratic political strategist Donna Brazile.
Sponsored by: REALTOR® Party

Nuts and Bolts of Leadership Roles

1:15 p.m. – 2:15 p.m.
Bill Charney, CEO, Charney Associates, Denver, CO
REALTOR® association success is clearly optimized when there is an alignment of leadership at both the staff and volunteer levels. But “who leads what?” This workshop will explore and provide tools to help AEs ensure that volunteers and staff complement each other to deliver organizational success. Using practical applications for effective volunteer management, this session will pay particular attention to board officer and committee chair roles, and help AEs be effective “servant leaders.”

Local and State Associations…..a Love Story

1:15 p.m. – 2:15 p.m.
Gary Clayton, RCE, CAE, CEO, Illinois Association of REALTORS®; Pam Krieter, RCE, CEO, Mainstreet Organization of REALTORS®, IL; Dave Phillips, RCE, CAE, CEO, Pennsylvania Association of REALTORS®; Ryan Conrad, RCE, CAE, e-PRO, CEO, Lehigh Valley Association of REALTORS®, PA
What makes for a good local/state association relationship? These local and state AEs will share experiences that have strengthened their local/state relationship. They will also share some stressors to avoid so the relationship stays harmonious and strong. If your local/state relationship needs some reinforcement, this session will offer you some practical tips to strengthen it. 

Connect with Consumers

1:15 p.m. – 2:15 p.m.
Steven Bois. Rockford Area Association of REALTORS®, IL; Ginger Downs, RCE, CAE, CIPS, IOM, CEO, Chicago Association of REALTORS®, IL; Anne Gardner, RCE, SRES, CEO, Charlottesville Association of REALTORS®, VA; Jarrod Grasso, RCE, CEO, New Jersey Association of REALTORS®; Marc Lebowitz, RCE, CAE, CEO, Ada County Association of REALTORS®, ID
The association’s role is expanding. While their primary audience is members, associations are now expected to reach out to consumers. Discover some best practices to directly reach consumers, and gain some sensible tips on what to sidestep. These actual success stories will help you easily and fluidly connect with consumers.

A Look Ahead @ Technology

1:15 p.m. – 2:15 p.m.
Mark Lesswing, Senior Vice President and Chief Technology Officer, NAR; Chad Curry, Managing Director, Center for REALTOR® Technology, NAR
Join Mark Lesswing and Chad Curry as they challenge your minds with new technology trends that will impact our world in the not too distant future. Predictive analytics (or “Big Data”) affect members and consumers. Learn how to prepare your association to meet the challenges they present. Wearable technologies present a new channel to communicate with members. Products like Google Glass and iWatch leverage geolocation and empower you to communicate better than via text or email. Attend this session and learn how to strengthen your calls for action and stay relevant.

Snack Break

2:15 p.m. – 2:45 p.m.
Sponsored by: NAR REALTOR® Displays

Fair Housing Testing: A Lesson in Crisis Management

2:45 p.m. – 3:30 p.m.
Ryan Conrad, RCE, CAE, e-PRO, CEO, Lehigh Valley Association of REALTORS®, PA
Historical amounts of federal funding are directed to communities across the country to conduct random REALTOR® fair housing testing. One of your members could be next. In this real-life crisis management segment, you’ll walk through what happened to a local association in Pennsylvania. Their response to the situation gained them national recognition. Develop a list of proactive takeaways so you can handle this crisis if it’s presented to your association.

Where Does Your MLS Data Go?

2:45 p.m. – 3:30 p.m.
Matt Cohen, Chief Technologist, Clareity Consulting, Scottsdale, AZ
Do you ever wonder how “that” got “there?” MLS data can end up in some unlikely (and illegal) places. Hear some true stories of where MLS data has landed. Then find out what to do when that happens at your association and what to tell your members. Learn how to protect your members’ data and put steps in place to keep it safe.

Keep up with the Digital Member

2:45 p.m. – 3:30 p.m.
Jason Pantana, Village Real Estate, Nashville, TN
Discover how rapidly advancing technology affects the association’s role and relevancy. As technology changes the consumer, it affects the REALTOR®. How will the association respond to the shifting needs of members to adapt to technological change? Join us as we consider cutting-edge branding concepts, technological innovations, consumer communication patterns, and more as we embrace the “Receptor Effect.”

NRDS and E-Commerce

3:30 p.m. – 4:30 p.m.
Chris DeRosa, RCE, CAE, 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.

NAR Dues Policy and Dues Remittance Procedures

4:45 p.m. – 5:30 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.

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Monday, Mar. 24 – AEI Apparel Day

NAR General Session

8:00 a.m. – 9:00 a.m.
Join Mark Sharenbroich CSP, CPAE, as he takes you on a ride to build stronger and more meaningful connections in your personal and professional life.

Negotiations, Contracts, and Planning

9:15 a.m. – 10:00 a.m.
Donna Garcia, RCE, SPHR, MSHR, Director, Human Resource Services, NAR; Doug Hinderer, RCE, SPHR, MSHR, Senior Vice President, Human Resources and Association and Leadership Development, NAR
Are you a staff specialist or a chief staff with or without a contract? If the chief staff was gone, who would fill the void?  This session prepares you for negotiations, vendor contract negotiations, key considerations in your employment agreement, and highlights the necessity for succession planning.

The Grass Could Be Greener

9:15 a.m. – 10:00 a.m.
Facilitator: Ginger Downs, RCE, CAE, CEO, Chicago Association of REALTORS®, IL
Panelists: Amy DuBose, RCE, Executive Officer, San Marcos Area Board of REALTORS®, TX; Jim Haisler, RCE, CIPS, CEO, Heartland REALTOR® Organization, IL; Mary Martinez-Garcia, Library Manager, NAR
Are you feeling a little restless in your career? Do you think more and more about life after the REALTOR® association?  Or maybe you need to cultivate your own green pastures right where you are. If you’re contemplating a move within or outside of your association, see how others managed to take the leap. Learn to recognize the signs that it may be time for a career change (or life change), and how to use professional opportunities and programs such as REALTOR® University to help you move forward.

Get Your Head in the Cloud

9:15 a.m. – 10:00 a.m.
Ben Nemeth, Mobility Solution Architect, Insight Enterprises, New York, NY
Is your file server nearing the end of its life cycle? Do you need to improve your network security? Is your staff looking for better ways to collaborate on projects and documents? If you answered yes to any or all of these questions, then come and learn how the cloud can improve your association’s technology capabilities. Gain a better feel for how to facilitate association operations over the cloud, as well as ensure the highest level of security for your association documents and transactions.

Overcoming Your (and Your Members’) Objections to Advocacy

10:15 a.m. – 11:15 a.m.
R. Scott Brunner, CAE, Consultant, Richmond, VA
Think political advocacy is an optional activity? Nice but necessary? Think again. It must be a core competency in REALTOR® associations; something you do for members better than anyone else. Attend this session and recognize why advocacy must be central to your association’s efforts.  See how to overcome members’ (and others’) objections and where to find fantastic free resources that make advocacy much easier than you may think. 

Increase Member Engagement and Enhance Value with a Social Media Strategy

10:15 a.m. – 11:15 a.m.
Russ Cofano, CEO, Missouri Association of REALTORS®, Teah Hopper, Director of Digital Engagement, Missouri Association of REALTORS®Cofano, CEO, Missouri Association of REALTORS®
Today’s Web 2.0 world is full of noise. This session will explore the challenges faced by associations in today’s high-paced digital communication world and demonstrate how implementing a Social Member Relationship Management (MRM) platform combined with day-to-day social media strategy can lead to a better understanding of member value and increased engagement with and among members. Gain tips and best practices on how to not only cut through the noise, but manage the digital conversation. Your members are talking. Are you listening?

Reach Members Via Video

10:15 a.m. – 11:15 a.m.
Nancy Guarascio, Director of Marketing, Bay East Association of Realtors®, CA
We’re always looking for the most effective way to communicate with members. Why not try video? Learn some video best practices to create engaging videos and increase audience participation. Take an in-depth look at the types of video presentations available and the topics that will engage your members. Then discover how your association can afford to offer this and stay on budget.

NAR Update Lunch

11:30 a.m. – 1:00 p.m
Dale Stinton, RCE, CAE, CEO, NAR.
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

Do This Not That

1:15 p.m. – 2:15 p.m.
Terry Watson, ABR, GRI, PMN, Watson World, Inc., Chicago, IL
This brutally honest session will address the top 10 mistakes associations make with members and association policies.  It will then teach you how to immediately turn them around at little or no cost. Examine membership needs, uncover non-dues revenue streams, and stay motivated in a Romper Room environment. Hear what matters most to your members and what they could care less about.

What’s the Buzz?

1:15 p.m. – 2:15 p.m.
Facilitator: Jerry Matthews, Jerry Matthews Advisor, Windermere, FL
Panelists: Brian Costanzo, CAE, Senior Vice President, Global Membership Entrepreneurs’ Organization, Alexandria, VA; Erin M. Fuller, FASAE, CAE, Group President, Coulter, McLean, VA
Hear the latest on association trends in other industries.  Listen as leading ASAE speakers and contributors share what’s working and what’s not in other organizations, and how those successes and failures can transfer to REALTOR® association management. This includes everything from member recruitment and retention, to member services that have outgrown their benefit. 

Ease the Pain of an MLS Conversion

1:15 p.m. – 2:15 p.m.
Beth Gatlin, Director of MLS, Austin Board of REALTORS®, TX; Jessica Hickok, CEO, Greater Springfield Board of REALTORS®, MO; Carrie Kendall, RCE, Association Executive, Lafayette Regional Association of REALTORS®, IN
An MLS conversion doesn’t have to be painful. Review some best practices from MLS execs around the country so you can properly plan and prepare your MLS and members for a software conversion. Take a look at what to avoid, some key steps to take, and some important messages to send so your members are prepared.

Become a Savvy Tech Shopper

2:30 p.m. – 3:30 p.m.
Keith Garner, Vice President, Information and Technology Services, NAR
Is your phone contract expiring soon? Do you need to shop for a tablet, video camera, or something even larger for the office? Are you wondering where to start? This session will help you determine your needs, simplify the evaluation process, and demystify today’s consumer electronics marketplace so you make practical and informed decisions.

Finances from A to Z

2:30 p.m. – 3:30 p.m.
Mike Gellman, CPA, Shareholder, Rubino & Company, Bethesda, MD
Learn how to understand and integrate budgets to protect your organization’s limited resources and meet strategic mission-based goals. Discover how budgets can be the catalyst to interactive resource and information sharing between management, the board of directors, and staff. To keep your association’s strategic goals on target, stay fully engaged through a series of rolling budget case studies that demonstrate how to interpret, integrate and analyze budgets, along with a Q & A session.

NAR and the Future of Associations, MLSs, and Third Party Aggregators

2:30 p.m. – 3:30 p.m.
Facilitator: Anne Marie Howard, CEO, Charlotte Regional REALTORS® Association and Carolina MLS, NC
Panelists: Dale Stinton, RCE, CAE, CEO, NAR; Brian Boero, Partner, 1000 Watt Consulting, Oakland, CA
Hear the latest developments on RPR, Realtor.com, and how NAR plans to position itself in the marketplace. Get the inside view on how REALTOR® associations can best align themselves to serve members in these rapidly changing times. Learn more about the roles of the association, MLS, and third-party aggregators.

Ease the Pain of an MLS Conversion

2:30 p.m. – 3:30 p.m.
Beth Gatlin, Director of MLS, Austin Board of REALTORS®, TX; Jessica Hickok, CEO, Greater Springfield Board of REALTORS®, MO; Carrie Kendall, RCE, Association Executive, Lafayette Regional Association of REALTORS®, IN
An MLS conversion doesn’t have to be painful. Review some best practices from MLS execs around the country so you can properly plan and prepare your MLS and members for a software conversion. Take a look at what to avoid, some key steps to take, and some important messages to send so your members are prepared.

NAR Policy 101

3:45 p.m. – 4:45 p.m.
Rodney Gansho, RCE, Director, Policy Information, 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.

RPAC Major Donors Reception

4:00 p.m. – 5:00 p.m.
By Invitation Only

State Night Out

Get together with the other AEs in your state for a night on the town. Monday night has been designated “State Night Out” at the Institute.

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Tuesday, Mar. 25

Answer Difficult Questions...from Anyone

8:00 a.m. – 8:45 a.m.
Anthony Huey, President, Reputation Management Associates, Columbus, OH
The question came out of left field. It’s a question you never expected, and one for which you have no answer. What do you do? Stammer, remain silent, laugh inappropriately, or just plain panic are not acceptable responses. You need to think quickly and then take control. Find the techniques to do just that, and take away tools and resources to proactively handle the press and media during any situation.

We’re All in This Together

8:00 a.m. – 8:45 a.m.
Merri Jo Cowen, RCE, CEO, My Florida Regional MLS, FL; Alan R. Ingraham, CEO, Greater Baltimore Board of REALTORS®, MD ; Carrie Kendall, RCE, Association Executive, Lafayette Regional Association of REALTORS®, IN
Associations and MLSs go together like milk and cookies, or at least they should. Learn effective communication strategies to work with your MLS, as well as common mistakes to avoid. Leave with accessible strategies to cultivate a relationship of respect and mutual benefit between the association and the MLS.

Develop an Online New Member Orientation

8:00 a.m. – 8:45 a.m.
Karen Bebart, Vice President, Marketing and Promotion, NAR; Jerry Panz, RCE, CAE, e-PRO, CEO, Wilmington Regional Association of REALTORS®, NC; Brian Pilon, Director of Marketing/ Communication, Wilmington Regional Association of REALTORS®, NC
More and more associations deliver member education online. Why not try it with your new member orientation?  NAR Marketing and an AEC work group developed an online new member orientation national module that lays the foundation for your association. The NAR platform gives you a roadmap, along with a preferred pricing plan, so you can develop your own online orientation, thus covering all three levels of the REALTOR® family.

Answer Difficult Questions...from Anyone (Implementation Session)

9:00 a.m. – 9:45 a.m.
Anthony Huey, President, Reputation Management Associates, Columbus, OH
A continuation of Anthony Huey’s class where you’ll participate in role play and other exercises to reinforce and practice your response skills.

Recruit, Retain, and Reduce Risk with Commercial and Global Services

9:00 a.m. – 9:45 a.m.
Melanie Blakeney, CEO/EVP, Memphis Area Association of REALTORS®, TN; Stan E. Collins, RCE, CEO, Columbus Board of REALTORS®, OH
The U.S. is attracting billions of dollars in international residential and commercial property investments. Approximately one-third of NAR members work in either the commercial or global markets. Why? It’s lucrative! But it’s also risky. Do your members know what FIRPTA is? Do they know how to calculate ROI? Learn about the resources available to associations who want to service these members.  There’s everything from research to education to business plans and technology tools. Size and budget don’t matter.  You can afford to offer commercial/global services at your association.

Make Your Smartphone Smarter

9:00 a.m. – 9:45 a.m.
Keith Garner, Vice President, Information and Technology Services, NAR; Greg Stinton, Lead Web Software Developer, Center for REALTOR® Technology, NAR
We use our mobile devices practically every moment of every day. Learn some features and short cuts on your mobile device that will make your life a lot simpler and allow you to be more effective with it. Discover things you never knew and get ready for a lot of “aha moments.”

NAR Legal Update

10:00 a.m. – 11:00 a.m.
Hear an update on the legal issues impacting REALTOR® associations.

Closing Session

11:00 a.m.

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