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Special Events Schedule

Special Events At-A-Glance

AE Institute Welcome Lounge

Friday, March 13, 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. The Welcome Lounge will feature a true “taste” of Canadian hospitality and you will discover all that Vancouver and its surrounding communities have to offer to make this Institute a memorable one. AE Institute Orientation will take place during the last half- hour of the Welcome Lounge.

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

AE Young Professional Network (YPN) Meet-Up

Friday, March 13, 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.

AE Institute Orientation

Friday, March 13, 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.

State AEC Chair/Vice Chair Session

Saturday, March 14, 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

Saturday, March 14, 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.

“Taste of AEI” Sponsor Walk-Around Lunch

Saturday, March 14, 12:15 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/CRAE Designee “Early Access Pass” to Icebreaker Reception

Saturday, March 14, 4:15 p.m. – 5:00 p.m.

A special opportunity for RCE and CRAE 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 and CRAE designees.

Icebreaker Reception

Saturday, March 14, 5:00 p.m. – 6:30 p.m.

Join your friends and colleagues for this special reception where there will be good food and good company at this official Institute welcome gala.

Joint AE Institute Apparel Day

Sunday, March 15

Show your Joint AE Institute spirit by sporting your commemorative 2015 AE Institute jacket. (Price: $55 if preordered; $60 if ordered on-site.)

NAR AE Forum

Sunday, March 15, 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.

CREA AE Forum

Sunday, March 15, 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.

REALTOR® Party Luncheon

Sunday, March 15, 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

RPAC Major Investor Reception

Sunday, March 15, 4:00 p.m. – 5:00 p.m.

This special reception is for RPAC major investors.

General Session

Monday, March 16, 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 do and a realization that you can shape your future.

NAR Update Lunch

Monday, March 16, 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

Monday, March 16, 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

Monday, March 16, 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.

Friday Courses

Certified Professional Standards Administration Program -- $35

Friday, March 13, 8:00 a.m. – 5:00 p.m.

Richard Haggerty, CEO, Hudson Gateway Association of REALTORS®, NY; Diane Mosley, 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 day’s classes and complete and pass the professional standards exam, you will

be certified as a Professional Standards Administrator. See page 21 for full program details.

REALTOR® Party Immersion Day Training

Friday, March 13, 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)


Friday, March 13, 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.

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

Friday, March 13, 8:30 a.m. – 4:30 p.m.

Janet Branton, CIPS, SRES, Senior Vice President, Commercial and Global Services, NAR and Carol Kairis, AHWD, CIPS, e-PRO, RCE, RSPS, SRES, Managing Director, Professional Development, Commercial and Global Services, NAR

Interested in developing or growing global programs in your association? This course will help guide you through the development of a business and governance model that best fits your association structure. Learn strategies, discover creative sources for funding and use NAR resources and support to educate members on the global marketplace and its local advantages.

Commercial Membership by Design -- $75

Friday, March 13, 1:00 p.m. – 4:30 p.m.

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 offers practical tools that you can implement immediately.

AE Fundamentals

NAR Dues Policies and Dues Remittance

Saturday, March 14, 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.

New AE Networking Breakfast

Sunday, March 15, 7:00 a.m. – 7:45 a.m.

What a great way to build on your relationships with other AEs who
are also just starting out in the business and are new to the Institute. Come network with a group whose faces will become familiar to you by the end of the Institute.

I’m a New AE, Now What?

Sunday, March 15, 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. 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 EO/Association Staff Session (Canadian Session)

Sunday, March 15, 10:45 a.m. – 11:30 a.m.

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

Are you new to the job? It can seem overwhelming, right? Well, it doesn’t have to be that way. 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. It’s also a great opportunity to meet colleagues in the same position and make connections that will last beyond the Institute.

NAR Policy 101

Monday, March 16, 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.

NAR NRDS and E-Commerce

Monday, March 16, 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.

RCE @ AEI

RCE Study Session  -- $149

Friday, March 13, 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. Pre-registration required during the AEI online registration process that opens December 3, 2014.

RCE Exams

Candidates for the designation can take the exam while attending the 2015 AE Institute. Information about exam reservations will be sent to qualified designation candidates.

RCE Exam

Friday, March 13
8:00 a.m. – 11:45 a.m.

RCE CAE+5 Exam

Friday, March 13 8:00 a.m. – 9:45 a.m.

RCE/CRAE Designee “Early Access Pass” to Icebreaker Reception

Saturday, March 14, 4:15 p.m. – 5:00 p.m.

A special opportunity for RCE and CRAE 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 and CRAE designees.

RCE Overview and ADF Workshop

Monday, March 16, 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.

CRAE @ AEI

Module 1: Perspectives - Real Estate Associations Yesterday, Today and Tomorrow

Friday, March 13th, 8:00 a.m. – 12:00 p.m.

Hugh Foy, CRAE, Director Commercial Member Development, Toronto Real Estate Board, Toronto, ON

(Bilingual –with simultaneous interpretation if required)

Ever wonder how organized real estate came to be? This course will look at the evolution of the three-way agreement in organized real estate, the MLS® system, the REALTOR® Code, Competition Act and more. Investigate the leadership role of association executives and the impact you can make in the industry. This course will help participants understand how the history of organized real estate has shaped the current environment, and the impact it has on the future roles of real estate boards/associations and their leaders.

Module 3: Operations –Identifying Real Estate Association Options & Opportunities


Friday, March 13th, 1:00 p.m. – 4:30 p.m.


John DiMichele, CRAE, CEO, Toronto Real Estate Board, Toronto, ON (Bilingual –with simultaneous interpretation if required)

Association executives play a strong leadership role in the success of the association and its members. This interactive course is designed to help you expand your knowledge of the support services available to the real estate association. Gain insights into the various available technology products that assist both

the association and its REALTORS® to excel and investigate operational best practices.

Module 4: Leadership – Real Estate Association Executives Out Front

Friday, March 13th, 9:00 a.m. – 3:30 p.m.

Theresa Kane, B.A. Sc, MBA, President, Piper and Company, Toronto, ON

(Bilingual –with simultaneous interpretation if required)

An exciting case-based course that requires participants to draw on the knowledge and skills acquired throughout the CRAE designation program. Working in groups, participants will assess various situations, conduct research on provided business documents, build consensus and present their outcomes to their peers. Course materials are provided in advance to all participants to address complex problems/ opportunities and promote informed decision making. (Pre-requisites: Modules 1, 2 & 3)