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This page outlines special events taking place during AE Institute 2013.
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Pre-Institute Events
Friday, March 15th
Certified Professional Standards Administration Program
Friday, March 15, 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 and complete and pass the professional standards exam, you will be certified as a Professional Standards Administrator. Note: Preregistration required.
Aristotle AE Training Session
Friday, March 15, 10:00 a.m. – 12:00 p.m.
This hands-on session will help you better manage your RPAC fundraising efforts. Note: Preregistration required.
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. Note: Preregistration required.
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: Preregistration required.
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.
Events at a Glance
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
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 President-Elect Steve Brown, who’ll offer some special remarks.
Sponsored by: REALTOR.com
“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.
Sponsored by: AVECTRA, Centralized Showing Service, ListHub, Seller Representative Specialst / SRS Council LLP and Showing Time
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.
Sponsored by: Supra
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: REALTOR® Party
Scavenger Hunt
Sunday, March 17, 3:30 p.m. – 5:30 p.m.
Take part in the first-ever AE Institute Scavenger Hunt. Meet new people, get to know San Diego a little better, and have a little fun along the way. This “mobile” scavenger hunt takes place on foot, with the help of a smartphone (at least one smartphone required per team). Attendees will work in teams of 5-6 people and a prize will be awarded to members of the winning team.
Continental Breakfast
Monday, March 18, 7:15 a.m. – 8:00 a.m.
Sponsored by: Systems Engineering, Inc.
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.
Sponsored by: NAR Office of the CEO
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 a.m.
RCE @ AEI
RCE Exam
Friday, March 15, 8:00a.m. – 11:45 a.m.
RCE Study Session
Friday, March 15, 8:30 a.m. – 4:00 p.m.
Fee: $140
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. Walk-ins welcome.
RCE Designee Reception (for RCE designees only)
Friday, March 15, 5:00 p.m. – 6:00 p.m.
RCE Overview and ADF Workshop
Monday, March 18, 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.
Earn 5 points just for attending
AE Fundamentals
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.
NAR Dues Policy and Dues Remittance Procedures
Saturday, March 16, 3:30 p.m. – 4:30 p.m.
John Pierpoint, Chief Financial Officer, 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, 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 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.
Ticketed Courses
(not included in tuition)
University of Chicago Strategies in Nonprofit Management Certificate Program
Friday, March 15, 8:30a.m. – 4:00 p.m.
Registration Fee: $350 for certificate program enrollees; $250 for non-certificate enrollees
Philip Lesser, PhD, CAE, Vice President, Bostrom Corporation, Chicago, IL
Any association needs to develop – and continually revisit – the strategic plan, which helps it to move forward and stay true to members’ needs. This one-day course gives participants the hands-on experience of creating a strategic plan for a typical REALTOR® association. Course materials will provide background about the relationship of the strategic plan to other goals within the organization. Guided by the course instructor, participants will work in teams to conceptualize, refine, and develop the prototype of a useful association strategic plan.
Attendance is worth 6 points on your RCE ADF.
e-PRO Day 1
Friday, March 15, 8:30a.m. – 5:00 p.m.
Fee: $59
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