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Events at a Glance

This page outlines special events taking place during AE Institute 2013.

AE Institute Welcome Lounge

Friday, March 15, 4:00 p.m. – 6:00 p.m.

Stop by for some refreshments and information about San Diego, and meet the 2013 AE Institute Subcommittee.

Sponsored by: California Association of REALTORS® and Greater San Diego Association of REALTORS®, CA

RCE Designee Reception (for RCE designees only)

Friday, March 15, 5:00 p.m. – 6:00 p.m.

AE Institute Orientation

Saturday, March 16, 7:30 a.m. – 8:00 a.m.

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

Opening Session

Saturday, March 16, 8:15 a.m. – 9:45 a.m.

The Opening Session is the official kick-off to the 2013 AE Institute. Come and meet the 2013 AEI team, and leave exhilarated by a challenging keynote address from Josh Linkner. Linkner believes that creativity has become the currency of success, in both business and life. He’ll show attendees how to jumpstart their creativity to drive meaningful and immediate results. He’ll also share how attendees can unleash their most valuable resources: human creativity, imagination, and original thinking. You’ll also hear from 2013 NAR President Gary Thomas, who’ll offer some special remarks.

“Taste of AEI” Sponsor Walk-Around Lunch

Saturday, March 16, 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.

Icebreaker Reception

Saturday, March 16, 4:30 p.m. – 6:30 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.

NAR AE Forum

Sunday, March 17, 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 17, 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.

Sponsored by: RPAC

NAR General Session

Monday, March 18, 8:00 a.m. – 9:00 a.m.

The 2013 AE Institute Subcommittee is pleased to welcome back Juliet Funt to the AE Institute. Some of you may remember Juliet’s entertaining keynote address at the 2012 AE Institute. This year, Juliet will focus on an aspect of her 2012 talk: WhiteSpace®. Does that term ring a bell? She encouraged us all to have some white space in our lives. Come to this general session and let her teach you how.

Sponsored by: California Association of Realtors®

NAR Update Lunch

Monday, March 18, 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.

RPAC Major Donors Reception

Monday, March 18, 4:00 p.m. – 5:00 p.m.

By invitation only. This reception honors RPAC Major Donors and their guests.

State Night Out

Monday, March 18

Get together with the other AEs in your state for a night out on the town. Monday night has been officially designated as “State Night Out” at the 2013 AE Institute.

Local Night In

Monday, March 18

Don’t have any plans with your state association? Join other AEs with no state plans and watch a movie in the comfort of the Manchester Hyatt. Open to all  attendees.

Legal Update with Laurie Janik

Tuesday, March 19, 10:00 a.m. – 11:00 a.m.

Join NAR General Counsel Laurie Janik as she updates you on the latest legal cases facing REALTOR® associations, and other legal issues that could have an impact on your members and your associations.

AE Institute Closing Ceremony

Tuesday, March 19, 11:00 a.m. – 11:15 p.m.

How to Run a Government Affairs Shop of Any Size

Friday, March 15, 1:00 p.m. – 4:00 p.m.

Bill Malkasian, Vice President, Political Strategic Planning, NAR, and Bryan Wahl, Partner, Government Affairs Strategies, LLC, North Potomac, MD

Are you a staff of one and struggling to manage government affairs programming? Or do you have a larger staff but still struggle to give government affairs programming adequate attention? Let this workshop teach you how to offer government affairs programming without impacting the other duties you fulfill at your association. Attendance is limited to 25. Reserve your spot when you register online for the AE Institute.

Best Practices in Financial Management for the New AE

Friday, March 15, 1:30 p.m. – 4:00 p.m.

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 (including 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 November 28 when online registration opens.

RPAC Online Fundraising Workshop

Friday, March 15, 1:30 p.m. – 4:00 p.m.

This hands-on workshop will help sharpen your RPAC fundraising skills.

Speed Networking: Building Your Membership Through Small Communities

Friday, March 15, 2:00 p.m. – 4:00 p.m.

Network and learn from other local associations that have experienced success in member growth and retention through new programs and services. Engage current members by identifying and building small member communities that focus on global, commercial, resort and second home real estate, and more. Seize opportunities to build membership by servicing new or untapped business segments in your association’s local market. Note: Limited to 25 attendees. You can register for this class on November 28 when online registration opens.

State Chief Staff REALTOR® Party Workshop and Meeting

Saturday, March 16, 1:30 p.m. – 3:30 p.m.

An opportunity for state association chief staff executives to discuss issues, share insights, and learn more about making REALTOR® Party work in their states. Attendance is limited to state chief staff only.

AE Institute Apparel Day

Monday, March 18

Show your AE Institute spirit by sporting your commemorative 2013 AE Institute wear.

(Price: $40 if preordered; $45 if ordered on-site.)

State AEC Chair/Vice Chair Session

Monday, March 18, 3:30 p.m. – 4:30 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 18, 4:30 p.m. – 5:30 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.

AE Fundamentals Sessions

Saturday, March 16 - Monday, March 18

These classes are an extension of NAR’s New AE Orientation sessions and teach you about the basics of REALTOR® association management. While geared toward new AEs, these sessions are open to all Institute attendees.

I’m a New AE - Now What?

Saturday, March 16, 12:45 p.m. – 1:30 p.m.

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.

Why Our Members Stay – Attract and Retain the Sensible Way

Saturday, March 16, 3:30 p.m. – 4:30 p.m.

Michael Mercurio, Esq., CEO, Greater San Diego Association of REALTORS®, CA

Is your association struggling to keep members from leaving the business, going to the next best place, or joining the MLS-only world? Learn how the San Diego Association’s successful model can help any association recruit and retain members.

NAR Dues Policy and Dues Remittance Procedures

Saturday, March 16, 3:30 p.m. – 4:30 p.m.

John Pierpoint, Vice President Finance and Comptroller, NAR, and Patricia 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, Public Advocacy Campaign assessments, Institute Affiliate member dues, and the NAR delinquency/collection process.

New AE Networking Breakfast

Sunday, March 17, 7:30 a.m. – 8:15 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 17, 4:00 p.m. – 5:00 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 Policy 101

Monday, March 18, 3:45 p.m. – 4:45 p.m.

Rodney Gansho, RCE, Manager, 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.