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Schedule

2008 AE INSTITUTE
March 29 - April 2, 2008
Boston, MA
 

 

 
Schedule
2008 AE Institute Handouts
 

BACK TO THE BASICS COURSES
SUNDAY, MARCH 30
10:00 a.m. – 11:30 a.m.
Six Essential Association Operating Manuals
Robert Harris, CAE, Founder, The NonProfit Center, Tallahassee, FL
 
SixEssentialAssociationhndt.pdf
(30 pages)
1:30 p.m. - 2:30 p.m.
Celebrate RPAC
Bill Martin, RCE, CEO, Michigan Association of REALTORS®
 
Celebrate_ RPAC.pdf
(36 pages)
3:00 p.m. – 4:00 p.m.
New AE and Leadership Relations
Adorna Carroll, ABR, ABRM, GRI, SRS, SRES, e-PRO, Partner, Directions, Inc., Berlin, CT
 
NewAEandLeadershipRelationshndt.pdf
(73 pages)
4:30 p.m. - 6:00 p.m.
Opening Session
Jason Jennings
 
JasonJennings.pdf
(25 pages)
MONDAY, MARCH 31
10:00 a.m. – 11:30 a.m.
Bean Counting 101
Ed McMillan, CPA, CAE, Fraud Examiner, Forest Hill, MD
 
BeanCounting101hndt.pdf
(11 pages)
1:30 p.m. – 2:30 p.m.
Turn Hours into Minutes with Realtor.org
Pamela Geurds Kabati, Vice President, Editorial Director, Publications, NAR; Hilary Marsh, Managing Director, Editorial Development, REALTOR.org, NAR
 
TurnHoursIntoMinuteshndt.pdf
(47 pages)
3:00 p.m. – 4:00 p.m.
NAR Policy Primer
Kristine Erickson, Policy Consultant, Member Policy, Board Policy & Programs, NAR; Rodney Gansho, RCE, Manager, Policy Information, Member Policy, Board Policy & Programs, NAR
 
NARPolicyPrimerhndt.pdf
(3 pages)
TUESDAY, APRIL 1
8:00 a.m. – 9:30 a.m.
When You Fail to Plan……..
Gar Anderson, Vice President, AE and Leadership Development, NAR
 
WhenYouFailtoPlan.pdf
(118 pages)

Stategic PlanningGarAnderson.pdf
(University of Chicago presentation)
(36 pages)
 
10:00 a.m. – 11:30 a.m.
NRDS for New AEs
Chris DeRosa, RCE, Managing Director, Finance, NAR
 
NRDSforNewAEshndt.pdf
(7 pages)
1:30 p.m. – 2:30 p.m.
NAR Legal Primer
Laurie Janik, Senior Vice President and General Counsel, NAR; Kevin King, General Counsel, Wisconsin REALTORS® Association
 
NARLegalPrimer.pdf
(1 page)
3:00 p.m. – 4:00 p.m.
NAR Policy and Dues Procedures
Tricia Grace, RCE, Membership Manager, Kansas City Regional Association of REALTORS®, KS; John Pierpoint, Vice President Finance and Comptroller, NAR
 

 

NARPolicyandDuesProcedureshndt.pdf
(12 pages)

NARPolicyandDuesProcedureshndt#2.pdf
(23 pages)
BEYOND THE BASICS COURSES
SUNDAY, MARCH 30
10:00 a.m. – 11:30 a.m.
Leadership Development on a Limited Budget
Mary T. Markovich, CAE, President, Mustard Seed Marketing, Porter, IN; Jonathan Wallace, Ph.D., CAE, Senior Consultant, EMAL Consulting, Kenly, NC
 
LeadershipDevelopmentonaLimitedBudgethndt.pdf
(32 pages)
1:30 p.m. – 2:30 p.m.
A Few Things Every AE Needs to Know
Lynn Madison, ABR, ABRM, GRI, Owner, Lynn Madison Seminars, Kildeer, IL
 
AFewThiingsEveryAENeedsToKnowhndt.pdf
(15 pages)
3:00 p.m. – 4:00 p.m.
How to Protect Your Members’ Identity
Veronica Jenkins, Certified Identity Theft Risk Management Specialist, PPLSI - Identity Theft Shield, Bridgewater, NJ
 
HowtoProtectYourMembersIdentityhndt.pdf
(12 pages)
MONDAY, MARCH 31
10:00 a.m. – 11:30 a.m.
10 Things I Wish Someone Told Me Before Now
Robert Harris, CAE, Founder, The NonProfit Center, Tallahassee, FL
 
TenThingsIWishSomeonehndt.pdf
(53 pages)
1:30 p.m. – 2:30 p.m.
The Nitty Gritty of Employment Practices
Doug Hinderer, SPHR, Senior Vice President, Human Resources, NAR
 
TheNittyGrittyhndt.pdf
(35 pages)
3:00 p.m. – 4:00 p.m.
Make Smart Growth Part of Your Advocacy Efforts
Facilitator: David Wluka, President, Wluka Real Estate, Sharon, MA
Panelists: John Fridlington, RCE, CAE, Chief Executive Officer, Florida Association of REALTORS®; Robert Hill, Executive Vice President, Vermont Association of REALTORS®; Jim Wetzel, RCE, GRI, Executive Vice President, Worcester Regional Association of REALTORS®, MA
 
MakeSmartGrowthhndt.pdf
(28 pages)
TUESDAY, APRIL 1
8:00 a.m. – 9:30 a.m.
Six String Leadership: Twelve Keys to Make Your Association Rock!
Dave Timmons, Leadership Artist, Six String Leadership, Inc., Tampa, FL
 
SixStringLeadershiphndt.pdf
(5 pages)
10:00 a.m. – 11:30 a.m.
How to Sound Smart When Talking to the Media
Peter L. Mosca, President, BAK Communications, Howell, NJ
 
HowtoSoundSmarthndt.pdf
(20 pages)
10:00 a.m. – 11:30 a.m.
How to Make Sense of MLS Data
Lawrence Yun, Chief Economist, NAR
 
HowtoMakeSenseLawrenceYun.pdf
(28 pages)
3:00 p.m. – 4:00 p.m.
Should It Stay or Should It Go: Document Retention
Facilitator: Laurie Janik, Senior Vice President, and General Counsel, NAR
Panelists: David Foster, RCE, CAE, President & CEO, Austin Board of REALTORS®, TX ; Finley Maxson, Associate Counsel, NAR; Jerry Panz, RCE, CAE, Executive Vice President, Wilmington Regional Association of REALTORS®, NC
 
ShouldItStayorShouldItGohandout.pdf
(4 pages)
 
BEEN THERE, DONE THAT COURSES
SUNDAY, MARCH 30
10:00 a.m. – 11:30 a.m.
How to Serve a Diverse Membership
Facilitator: Dick Gaylord, 2008 President, National Association of REALTORS®
Panelists: Donnie Brown, Community Affairs, Minneapolis Area Association of REALTORS®, MN; Helen Carter, Executive Vice President, RCE, CAE, GRI, ABR, CIPS, Knoxville Association of REALTORS®, TN; Alexander R. Chaparro, Chief Executive Officer, Century 21 S.G.R., Inc, Chicago, IL; Rob Mehta, ABR, CIPS, Associate Broker, RE/MAX Results, Edina, MN
 
HowtoServeADiverseMbrshiphndt.pdf
(3 pages)
1:30 p.m. – 2:30 p.m.
Create and Maintain Risk Management Resources
Michelle Lind, General Counsel, Arizona Association of REALTORS®
 
CreateandMaintainRiskMgmthndt.pdf
(20 pages)
3:00 p.m. – 4:00 p.m.
Enhance Your Association Image with Community Outreach
Facilitator: Gerald L. Allen, RCE, CAE, Manager, Community Outreach, NAR
Panelists: Steve Francks, RCE, CAE, Chief Executive Officer, Washington Association of REALTORS®; Dawn Lane, Founder HOPE PROGRAM and Broker/Owner, Professional Realty Group, Las Vegas, NV; Cheryl Nelson, Chief Executive Officer, Iowa City Association of REALTORS®
 
EnhanceYourAssnhndt.pdf
(15 pages)
MONDAY, MARCH 31
3:00 p.m. – 4:00 p.m.
Legally Develop Diverse Leadership
Isham Jones III, Associate Counsel, Legal Affairs, NAR
 
DevelopDiversehndt.pdf
(29 pages)
TUESDAY, APRIL 1
8:00 a.m. – 9:30 a.m.
Build a Culture that Values Straight Talk and Rewards Integrity
Larry Johnson, President, Johnson Training Group, Longmont, CO
 
BuildaCulture.pdf
(9 pages)
1:30 a.m. – 2:30 a.m.
Constructive Confrontation: When Win-Win Isn’t Good Enough
Larry Johnson, President, Johnson Training Group, Longmont, CO
 
ConstructiveConfrontation.pdf
(5 pages)
3:00 p.m. – 4:00 p.m.
Phenomenal Ideas to Increase Member Retention, Attendance, and AE/President Leadership Effectiveness
Dave Timmons, Leadership Artist, Six String Leadership, Inc., Tampa, FL
 
PhenomenalIdeastoIncreashndt.pdf
(4 pages)
THE NEXT 100 YEARS COURSES
SUNDAY, MARCH 30
10:00 a.m. – 11:30 a.m.
Value Propositions - Old vs. New
Marc Davison, Co-founder, 1000Watt Consulting, Oakland, CA
 
ValuePropositionsOldvsNew.pdf
(98 pages)
1:30 p.m. – 2:30 p.m.
Raise the Bar – Set the Standard – Lead for the Future
Petey Parker, President, Petey Parker and Associates, Dallas, TX
 
RaisetheBarhndt.pdf
(5 pages)
3:00 p.m. – 4:00 p.m.
MLS – Robust or Bust?
Facilitator: Anne Rendle, RCE, Chief Executive Officer, Northeast Association of REALTORS®, MA
Panelists: C. Robert Hale III, Chief Executive Officer, Houston Association of REALTORS®, TX; Lizbeth Kohler, Executive Vice President, Medina County Board of REALTORS®, OH; Anne Marie Matteo, Chief Executive Officer, RCE, CAE, Surburban West REALTORS® Association, PA
 
MLSRobustorBusthndt.pdf
(56 pages)
MONDAY, MARCH 31
1:30 p.m. – 2:30 p.m.
The New Media: Pods, Blogs, and More
Peter L. Mosca, President, BAK Communications, Howell, NJ
 
TheNewMediahndt.pdf
(26 pages)
3:00 p.m. – 4:00 p.m.
Virtual Collaboration: Cool Tools to Help Volunteers Get Things Done
Ben Martin, CAE, Director of Communications & New Media, Virginia Association of REALTORS®
 
VirtualcollaborationCoolToolshandout.pdf
(5 pages)
TUESDAY, APRIL 1
8:00 a.m. – 9:30 a.m.
What Do Global Technology and Innovation Mean to Association Leadership?
James Young, President and Founder, Realcomm, Carlsbad, CA
 
WhatDoGlobalTechnologyJ.Young.pdf
(76 pages)
1:30 p.m. – 2:30 p.m.
New Age Risks
Paul Henry, Vice President, Technology Evangelism, Security Computing®, Ocala, FL
 
NewAgeRisks.pdf
(40 pages)
3:00 p.m. – 4:00 p.m.
Create Deliverables from Data
John Ansbach, General Counsel, EFA Processing, LP, Frisco, TX
 
Create Deliverables from Data.pdf
(52 pages)
AM SESSION COURSES
MONDAY, MARCH 31
7:00 a.m. - 7:45 a.m.
Going Green and How REALTORS® Can Help
Candace Lightner, REALTOR®, Coldwell Banker Residential, Alexandria, VA; Hugh Morris, Community Outreach Representative, NAR; Marifran Watrous, Portland Regional MLS, Portland, OR
 
GoingGreenHughMorris.pdf
(9 pages)

GoingGreenCandaceLightner.pdf
(19 pages)

GoingGreenMarifranWatrous.pdf
(4 pages)
TUESDAY, APRIL 1
7:00 a.m. - 7:45 a.m.
Update on the Redesigned IRS Form 990 for Tax Year 2008
Scott Woodbury, BDO Seidman, LLP, Chicago, IL
UpdateRedesignedIRSForm990.pdf
(29 pages)
WEDNESDAY, APRIL 2
8:30 a.m. - 9:45 a.m.
Legal Update with Laurie Janik
NAR General Counsel
 

 

LegalUpdateLaurieJanik.pdf
(19 pages)


 

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