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Member and Director Forum Wednesday, April 30, 2014.

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Presentation on theme: "Member and Director Forum Wednesday, April 30, 2014."— Presentation transcript:

1 Member and Director Forum Wednesday, April 30, 2014



4 NAR Leadership & Special Guests Gary Thomas, NAR Immediate Past President Bill Brown, NAR First Vice President Nominee Beth Peerce, NAR Vice President Jim Liptak, NAR Regional Vice President Jerry Giovaniello, VP of Government Affairs John Smaby, Future NAR Candidate JoAnne Poole, Future NAR Candidate




8 Radio Partnership with Clear Channel Media + Entertainment Los AngelesSan DiegoSan Francisco Sacramento

9 REALTOR® RealTalk Interior Designer Thom Filicia HGTV Vignettes EXPO Appearance Room Makeover Sweepstakes


11 Independent Contractor Status Challenged! Redfin case – Class action – Brought by agents requesting minimum wage – Paid by project ($150 per open house, for example) – Three factor test

12 – Agent alleged employee status – Trial court did NOT dismiss – Licensee is claiming Licensee’s business expenses Hourly wages – Case is proceeding Barasani v. Coldwell Banker - Class Action

13 National Labor Relations Board (NLRB) – Challenged a broker settlement with a departed agent – Claimed the salesperson was an employee under a different factors test – Complaint dismissed

14 Action Plan and Information Clarifying legislation on the state level (AB 2169) Many issues still exist – Non licensed employees of teams – Salespersons that are not paid by commission – National Labor Relations Act More information on this topic – Member Legal Open Forum Thursday 3:00 p.m.-5:00 p.m.


16 EXPO Just Got a Little Bit Cooler Three FREE days are back with: “Your 60 Second Elevator Pitch”, “Who’s Ready to Buy?”, “Who Wants to Be a Millionaire?” and much more! Upgrade your experience with paid content developed for newer agents and brokers alike, plus CE credit courses on the revised RPA. Exhibit hall opens at 2pm on Tuesday

17 EXPO Luncheon Speakers Terri Sjodin Best-selling author of Small Message, Big Impact Captain Chesley “Sully” Sullenberger Best-selling author of Highest Duty Leslie Appleton- Young C.A.R. Vice President and Chief Economist TuesdayWednesday Thursday

18 Cool is just around the corner! Registration opens 5/21


20 Extended to May 14 Two more weeks to nominate!

21 HAF Casino Night – Friday, May 2 Sheraton Grand Purchase Your Tickets Today! Online Online At the HAF Booth At the HAF Booth At the door At the door



24 The Finance Helpline Launched in Feb 2013 Nearly 1500 inquiries Over 700 cases opened Over two-thirds of cases already resolved (66%) (213)739-8383


26 5 Regional Home Ownership Fairs 2014 Confirmed Pacific West Association of Realtors®  Long Beach  June 28, 2014 Sacramento Association of Realtors®  Sacramento  July 19, 2014 Bay East Association of Realtors®  Hayward  September 6, 2014 West San Gabriel Valley Association of Realtors ®  San Gabriel  September 13, 2014 Fresno Association of Realtors ®  Fresno  September 20, 2014 Sponsors and Exhibitors Chase P.R.E.P.A. Bank of America Wells Fargo Home MortgageAREAACalFHA Union Bank NAHREPKinetca Credit Union Citi Bank NEWBuild-It Green


28 2015 Committee Selection Process 2015 Committee Selection Process has launched! Tell us What Committees You Want to Serve On Submit your recommendations at

29 2015 Committee Selection Process Leadership Recommendation Deadline May 30 th – Executive, Strategic Planning & Finance, Committee Liaison, Chair, Vice Chair, Issues Chair, Member on Special Advisory Committees Member on Standing Committee Deadline July 25 th – MLS Policy, Legislative, Forum on Forms, etc.


31 Monday, June 2, 2014 – zipForm® 6 Professional Retires All online users must upgrade to zipForm® Plus – XP Users will need to use Chrome or Firefox – Standard version still available for offline use Webinars available online at Or view us on YouTube:

32 zipForm® Teams Now Available for Brokerage Edition! Assign transactions to another Team Member View Team’s transactions from your zipForm® account Only $149 annually per team – Includes up to 5 REALTOR® users – Purchase 1 TC account for $99/yr per team Call C.A.R. Customer Service to order!

33 Service Providers inside your zipForm® account: NEW PARTNER: ─American Home Shield EXISTING PARTNERS: ⁻Disclosure Source ⁻Fidelity National Home Warranty ⁻First American Home Warranty ⁻JCP/LGS/First American NHD ⁻MyNHD ⁻Old Republic Home Protection One mouse click to add Auto-populate page 2 of RPA-CA zipForm® Receives Additional Integration Partners Service Providers

34 Coming Soon! zipForm® Broker Edition Document Approval Review and approve documents TC, Assistants and Broker access within zipForm® Broker Edition

35 New Certification - Paperless Pro™ Establish a Paperless Real Estate Business Learn How to be “Paper Free” Certification Requirements: – Take 2 required courses: PaperlessPro™ Prospecting to Win Clients for Life Course PaperlessPro™ Transaction Course – Choose 1 elective course – Choose 2 FREE Webinars

36 12 FREE Hours Online Courses! C.A.R. 2014 Member Benefit Great Courses on Timely Topics: – Foundations of Real Estate Finance – Hot Market Strategies in California – RESPA, Referrals and Revenue Streams – Sign Here: Contract Law on E-Signatures – Mandatory Topics for License Renewal For those due to renew in 2014 – NEW! 45-hour package for Commercial REALTORS® – 33-hour and 45-hour packages Members are saying: “Courses are really interesting and easy to do!”

37 C.A.R. Group Health Insurance Or call 800-939-8088, ext 202 Anthem® Blue Cross and Kaiser Permanente® PPO, HMO and High Deductible Plans Many Options with Reduced Premiums Open Enrollment – Now through May 31 st


39 2014 SPF Committee Melanie Barker, Vice Chair Mark Peterson, Vice Chair Allen Okamoto, Committee Liaison Colleen Badagliacco Ryan Asao Robert Bailey Vanessa Bergmark Richard D’Ascoli Kimberly DiBenedetto Jill Furtado Jim Hamilton Phil Jones Susan Marshall Peggy Mead Tim Muetterties Jeanne Radsick John Schulte Tamara Suminski John Wong David Zigal Geoff McIntosh Chairman

40 2014 SPF Books


42 Membership Count

43 Actual BudgetVarianceVariance % Operating Revenue $28,303,700$26,853,500$1,450,2005.4% Operating Expenses $27,881,900$29,438,900 ($1,557,000)(5.3%) Net Operating $421,800 ($2,585,400)$3,007,200116.3% 2013 Actual vs. Budget

44 ProjectionBudgetVarianceVariance % Operating Revenue $28,989,800$28,178,900$810,9002.8% Operating Expenses $29,853,600$29,739,300 $114,3000.3% Net Operating ($863,800) ($1,560,400) $696,60044.6% 2014 Projection vs. Budget

45 Liquid Reserves

46 $ Million Political Fundraising

47 Voluntary Contributions Percentage of Members Making REALTOR® Action Fund Contributions Currently there are 17,800 contributors as compared to 14,100 in March 2013

48 SPF Forum “Innovative Brokers Living in the Future...Today” Friday, May 2, 1:00p – 2:30p Regency A, Hyatt Regency Hotel Join us for a lively discussion about how four brokers are breaking the mold and changing the old order in their brokerage models.

49 RPA Study Group Legislative Update

50 Art Nellessen

51 Public Policy Forum and the REALTOR® Risk Management and the Consumer Protection Forum Present “Real Estate Auctions – Emerging Trends” Friday, May 2, 10:30a – Noon Room 314/315 Convention Center

52 Kathy Mehringer

53 800+ Member Comments Lots of Focus! 13 RPA Meetings 44+ Volunteer Hours




57 RPA Study Group Kathy Mehringer - Chair Diana Bull Vicki Carpenter Lisa Crosby Torres West De Young Sandra Deering David R. Gillingham Beverly James Jeff Kahn Lannie Mott Judy Myers Vickie Naidorf Lupe Soto Larry Spiteri


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