Transcript Member and Director Forum - California Association of Realtors

Member and Director
Forum
Wednesday, April 30, 2014
Kevin Brown
C.A.R. President
Welcome
Introduction of
Special Guests
NAR Leadership & Special Guests
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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
Legislative Day Update
2014 Consumer Ad Campaign
The Ripple Effect Ad Campaign…
it begins with a REALTOR®
Radio Partnership with
Clear Channel Media + Entertainment
Los Angeles
San Diego
San Francisco
Sacramento
NEW THIS YEAR …
REALTOR® RealTalk
www.realtorrealtalk.com
Interior Designer Thom
Filicia
• HGTV Vignettes
• EXPO Appearance
• Room Makeover
Sweepstakes
Independent Contractor
Status: Update
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
Barasani v. Coldwell Banker Class Action
– Agent alleged employee status
– Trial court did NOT dismiss
– Licensee is claiming
• Licensee’s business expenses
• Hourly wages
– Case is proceeding
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
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.
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
EXPO Luncheon Speakers
Tuesday
Terri
Sjodin
Best-selling author of
Small Message, Big
Impact
Wednesday
Captain Chesley
“Sully”
Sullenberger
Best-selling author of
Highest Duty
Thursday
Leslie AppletonYoung
C.A.R. Vice President and
Chief Economist
Cool is just around the corner!
Registration opens 5/21
Champions of Home Awards
Submissions
Two more weeks to nominate!
Extended to May 14
http://on.car.org/cohawards
HAF Casino Night –
Friday, May 2
Sheraton Grand
Purchase Your
Tickets Today!
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Online
At the HAF Booth
At the door
Chris Kutzkey
C.A.R. President-Elect
Report
Member Benefits Video
The Finance Helpline
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Launched in Feb 2013
Nearly 1500 inquiries
Over 700 cases opened
Over two-thirds of cases
already resolved (66%)
finance.car.org
(213)739-8383
[email protected]
Finance Helpline Video
Testimonial
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
Chase
Wells Fargo Home Mortgage
Union Bank
Citi Bank
Sponsors and Exhibitors
P.R.E.P.A.
AREAA
NAHREP
NEW
Bank of America
CalFHA
Kinetca Credit Union
Build-It Green
2015 Committee Selection Process
2015 Committee Selection Process
• 2015 Committee Selection Process has launched!
• Tell us What Committees You Want to Serve On
• Submit your recommendations at
on.car.org/committeeselection
2015 Committee Selection Process
• Leadership Recommendation Deadline May 30th
– Executive, Strategic Planning & Finance, Committee Liaison,
Chair, Vice Chair, Issues Chair, Member on Special Advisory
Committees
• Member on Standing Committee Deadline July 25th
– MLS Policy, Legislative, Forum on Forms, etc.
C.A.R. Business Products
and Services Update
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 www.car.org/tools/zipform
Or view us on YouTube: www.youtube.com/ziplogix
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
zipForm® Receives
Additional Integration Partners
• Service Providers inside your zipForm® account:
NEW PARTNER:
─ American Home Shield
EXISTING PARTNERS:
⁻ Disclosure Source
⁻ Fidelity National Home Warranty
Service Providers
⁻ 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
Coming Soon! zipForm® Broker Edition
Document Approval
• Review and approve
documents
• TC, Assistants and
Broker access within
zipForm® Broker
Edition
www.car.org/tools/zipform/brokers/
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
car.org/education/designations
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
store.car.org/12FreeCE
C.A.R. Group Health Insurance
• Anthem® Blue Cross and Kaiser Permanente®
• PPO, HMO and High Deductible Plans
• Many Options with Reduced Premiums
• Open Enrollment – Now through May 31st
www.realcarecar.com/medical
Or call 800-939-8088, ext 202
Geoff McIntosh
C.A.R. Treasurer
Report
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
Geoff McIntosh
Chairman
Jim Hamilton
Phil Jones
Susan Marshall
Peggy Mead
Tim Muetterties
Jeanne Radsick
John Schulte
Tamara Suminski
John Wong
David Zigal
2014 SPF Books
2014 Financial and
Membership Update
Membership Count
250
211
200
Total
208
194
171
184
177
Renewal
173
170
162
150
150
147
New
160
160
142
140
136
174
168
141
145
100
50
47
40
31
22
23
28
24
20
27
29
2005
2006
2007
2008
2009
2010
2011
2012
2013 2014 (P)
2013 Actual vs. Budget
Actual
Budget
Variance
Variance %
Operating
Revenue
$28,303,700
$26,853,500
$1,450,200
5.4%
Operating
Expenses
$27,881,900
$29,438,900
($1,557,000)
(5.3%)
$421,800
($2,585,400)
$3,007,200
116.3%
Net Operating
2014 Projection vs. Budget
Projection
Budget
Variance
Variance %
Operating
Revenue
$28,989,800
$28,178,900
$810,900
2.8%
Operating
Expenses
$29,853,600
$29,739,300
$114,300
0.3%
($863,800)
($1,560,400)
$696,600
44.6%
Net Operating
Liquid Reserves
# of Months
45
Reserve (Million)
40
42.3
42.1
41.5
40.3
41.4
36.9
35
31.3
30
25
20
15.7 15.9
19.1
20.2
20.8
20.1
18.6
16.9
15
10
7.7
5
0
2005
2008
2009
2010
2011
2012
2013
2014(P)
Political Fundraising
REALTOR Action Fund
PAF
IAF
Golden R
14
12
$ Million
13.0
12.2
12.0
2011
2012
12.0
9.4
10
8
RAA
8.7
8.0
6.8
6
6.0
6.1
2009
2010
4
2
0
2005
2006
2007
2008
2013 2014-March
Voluntary Contributions
Percentage of Members Making REALTOR®
Action Fund Contributions
35%
32.0%
29.0%
30%
27.0%
25%
21.8%
20%
20.0% 20.0%
15%
12.0% 11.0% 11.0% 12.0%
10%
5%
0%
2005
2006
2007
2008
2009
2010
2011
2012
2013
Currently there are 17,800 contributors as compared to 14,100 in March 2013
2014YTD
March
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.
Special
Reports
Legislative
Update
RPA Study
Group
2014 Legislative Agenda
Art Nellessen
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
RPA Study Group
Kathy Mehringer
Lots of Focus!
RPA 2014 Release Timeline
MAY: 3rd draft
discussion @
Forum on Forms
Jan
Feb
Mar
JAN: 1st draft
discussion @
Forum on Forms
Apr
AUG: Begin
education on
upcoming form
May
MAR: 2nd draft
posted online
for comments
Jun
Jul
Aug
JUN: Final draft
posted online for
comments
Sept
Oct
Nov
Dec
NOV: New RPA
Form Release!
RPA Study Group
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Kathy Mehringer - Chair
Diana Bull
Vicki Carpenter
Lisa Crosby Torres
West De Young
Sandra Deering
David R. Gillingham
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Beverly James
Jeff Kahn
Lannie Mott
Judy Myers
Vickie Naidorf
Lupe Soto
Larry Spiteri
Thank You