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Special Events Schedule


AE Institute Welcome Lounge

Friday, March 21, 4:00 p.m. – 6:00 p.m.
Stop by for some refreshments and information about Baltimore, and meet the 2014 AE Institute Advisory Board. AE Institute Orientation will take place during the last half-hour of the Welcome Lounge.
Sponsored by: Maryland Association of REALTORS® and Greater Baltimore Board of REALTORS®, MD

AE Institute Orientation

Friday, March 21, 5:30 p.m. – 6:00 p.m.
Learn how to select the right Institute sessions to help you make the most out of your Institute experience.  Orientation is a great opportunity to meet your peers

Opening Session

Saturday, March 22, 8:15 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.

“Taste of AEI” Sponsor Walk-Around Lunch

Saturday, March 22, 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.

RCE Designee “Early Access Pass” to Icebreaker Reception

Saturday, March 22, 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

Saturday, March 22, 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.

State Chief Staff Meeting

Saturday, March 22, 1:30 p.m. – 3:30 p.m.
An opportunity for state association chief staff executives to discuss issues and share insights.   Attendance is limited to state chief staff only.

NAR AE Forum

Sunday, March 23, 8:00 a.m. – 9:00 a.m.
This special open forum allows AEs to hear updates and participate in discussions about the issues impacting their associations and their members.

REALTOR® Party Luncheon

Sunday, March 23, 11:30 a.m. – 1:00 p.m.
As a REALTOR® association executive, you know how important political engagement is to your members’ profession. Come enjoy lunch and sharpen your political insights with a special keynote address by Donna Brazile, veteran Democratic political strategist, and founder and managing director of Brazile & Associates LLC, a general consulting, grassroots advocacy and training firm based in
Washington, DC. Brazile’s passion is encouraging young people to vote, to work within the system to strengthen it, and to run for public office. She’s the author of the best-selling memoir Cooking with Grease: Stirring the Pots in American Politics. She’s also an adjunct professor at Georgetown University, a syndicated newspaper columnist for Universal Uclick , a columnist for Ms. Magazine and O, the Oprah Magazine, and an on-air contributor to CNN and ABC, where she regularly appears on ABC’s This Week.
Sponsored by: REALTOR® Party

Snack Break

Sunday, March 23, 2:15 p.m. – 2:45 p.m.
Sponsored by: NAR REALTOR® Displays

AE Institute Apparel Day

Monday, March 24
Show your AE Institute spirit by sporting your commemorative 2014 AE Institute wear. 
Men’s Vest: $55 if preordered; $60 if ordered on-site.
Ladies Cardigan: $40 if preordered; $45 if ordered on-site.

NAR General Session

Monday, March 24, 8:00 a.m. – 9:00 a.m.
The 2014 AE Institute Advisory Board invites you to join Mark Scharenbroich as he takes you on a ride to
build stronger and more meaningful connections in your personal and professional life. Mark will inspire you, motivate you, and validate the importance of recognizing people to improve employee and team performance.  Whether you are a team of one, or a team of one hundred, you will walk away from this keynote with a reinvigorated spirit for what you do as well as an appreciation of what the other team members around you do.

NAR Update Lunch

Monday, March 24, 11:30 a.m. – 1:00 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. 

State AEC Chair/Vice Chair Session

Monday, March 24, 3:45 p.m. – 4:45 p.m.
A gathering for state AEC chairs and vice chairs to share ideas and learn more about NAR resources at their disposal. 

AE Young Professional Network (YPN) Meet Up

Monday, March 24, 4:45 p.m. – 5:45 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.

NAR Legal Update

Tuesday, March 25, 10:00 a.m. – 11:00 a.m.
Hear an update on the legal issues impacting REALTOR® associations.


RCE Study Session – $149

Friday, March 21, 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.

RCE Exams

Candidates for the designation can take the exam while attending the 2014 AE Institute. Information about exam reservations will be sent to qualified designation candidates.

RCE Exam

Friday, March 21, 8:00 a.m. – 11:45 a.m.

RCE CAE+5 Exam

Friday, March 21, 8:00 a.m. – 9:45 a.m.

RCE Apparel Day

Saturday, March 22
Proudly wear your RCE apparel — you’ve earned it!

RCE Designee “Early Access Pass” to Icebreaker Reception

Saturday, March 22, 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.

RCE Overview and ADF Workshop

Monday, March 24, 7:15 a.m. – 8:00 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.


Best Practices in Financial Management for the New AE

Friday, March 21, 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.

I’m a New AE, Now What?

Saturday, March 22, 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.

New AE Networking Breakfast

Sunday, March 23, 7:00 a.m. – 7:45 a.m.
What a great way to build on your relationships with AEs who are just starting out in the business and who are new to the Institute. Come network with a group whose faces will become familiar to you by the end of the Institute.

NRDS and E-Commerce

Sunday, March 23, 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

Sunday, March 23, 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.

NAR Policy 101

Monday, March 24, 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.


REALTOR® Party Immersion Training Day

Friday, March 21, 8:30 a.m. – 5:00 p.m.
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)
Friday, March 21, 8:30 a.m. – 4:30 p.m.
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)

Friday, March 21, 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.


Friday, March 21, 8:00 a.m. – 5:00 p.m.
Richard Haggerty, CEO, Hudson Gateway 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, March 21. Students complete the exam in class.  Attendance is worth 10 points on the 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 and certified as a Professional Standards Administrator.