zipForm® 6: The Next Generation of WINForms®
Presenters: Albert Tran, REBS REALTOR® Training/Tech Services Director
See the new zipForm® 6 in action.  Learn how new tools will help you fill out forms instantly on any computer, Mac, or PC.  This training will teach you how to start working online or on your computer's desktop in the new zipForm® 6.  Join this session to learn how to: Fill out forms without starting a transaction file; create and use form templates at any time; import all of your transactions from your computer's desktop to online storage; and efficiently use zipForm® 6 for all of your contracts.  Teaches the basics of zipForm® 6 Standard and zipForm® 6 Professional.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

The Benefits of Blogging: How to Boost Your Bottom Line
Presenters: Erin Attardi, REALTOR®; Keith Byrd, REALTOR®; Jeff Dowler, REALTOR®. Moderator: Nicole Nicolay, Founder, MyTechOpinion and Effektive Solutions
Are you new to blogging or are you thinking of starting one? If you answered “yes,” then plan to attend this dynamic panel discussion featuring four REALTORS® who are experiencing tremendous success by using their blogs to boost their bottom lines.

By the end of this session, you’ll walk away understanding what a blog is; how blogging can fit into your marketing plan; how to create your own blogging plan; and how to decide if blogging is right for you.

Fees apply for Tech Tuesday sessions.
Level: Beginner
Prerequisites: A basic understanding of the Internet and online marketing

Smartphones, Mobile Gadgets, and Great Tech Tools for Real Estate
Presenter: G. William James, Handheld Computer Solutions
In this session, G. William James will illustrate how wireless technology has changed the way real estate professionals network, promote, market, and close business. You will learn why all wireless devices are not equal, and what to look for before you commit to purchasing. When the session is over, you will have a better understanding of the latest innovations in wireless broadband Internet, and how this technology will benefit your business.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Best Practices for Building an Online Presence
Presenter: Ginger Wilcox, Broker Association/Co-Founder Social Media Marketing Institutute
You’ve likely heard how social networking, blogging, and message boards can generate business, but do you know the proper ways to conduct yourself in these online forums?  In this hour-long session with instructor and co-founder of the Social Media Marketing Institute, you’ll learn how to use new media technology and tools to build communities; understand the rules of engagement in online communities; and how to create real relationships that can lead to business opportunities.  You’ll also learn how much information you should include about yourself on social networking sites; and what percentage of time you should spend on your own blogs/sites versus the amount you should spend commenting on others’ sites and blogs.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Making the Most of Smartphone Apps
Presenters: Rebekah Bastian, Zillow; Rudy Bachraty, Trulia; Chris Tellez, Real Estate Mobile Technologies. Moderator: Alan Arora, CEO, Real Estate Business Services
You’ve decided which Smartphone works best for your business, so now what? Attend this session for information and tips on the latest must-have mobile applications every agent should have at their fingertips. You’ll learn what they are, why they are important, and how to use them as effective business tools.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

9 a.m. - 10 a.m.

Hands on Computer Training: "Use Microsoft® Word to Create Flyers that Say Wow!"
Presenter: Joel Carlson
The tools to create attractive, eye-catching flyers are at your fingertips with Microsoft® Word. Don’t miss this hands-on computer training session that will cover the easy-to-use design features in Word, including picture, drawing, and formatting toolbars.

Fees apply for Tech Tuesday sessions.
Level: Beginner
Prerequisites: Basic understanding of Windows

10 a.m. - 11:30 a.m.

Opening Session: Text, Tweet, and Sell: A Dialogue on Tech's Possibilities for Today's Agents
Presenters: Ted Mackel, Drew Burks, Heather T. Roy, and Edwin Ordubegian. Moderated by C.A.R. Executive Vice President Joel Singer
With technological opportunities continually on the rise, it’s now more important than ever to stay dialed in and up to speed on technology’s impact on the real estate industry. C.A.R. Executive Vice President Joel Singer launches Tech Tuesday with a power-packed panel discussion on technology’s role in real estate, featuring a selected panel of tech-savvy REALTORS® and brokers eager to share expert insight about how they’ve used technology to propel their real estate careers.

Fees apply for Tech Tuesday sessions.

10:30 a.m. - 11:30 am.

Hands on Computer Training: "Tracking Your Finances Using QuickBooks"
Presenter: Melissa Guzzetta
QuickBooks® can save you time, money, and overdraft fees. Isn’t it time you learned how to use the software that’s ideal for tracking your business income and expenses, plus your personal finances? In this session, you will learn how to setup a file and a process that works for you and your business and create files that accurately reflect your financial activity—and satisfy your accountant and the IRS.

Specifically, you’ll learn how to setup a QuickBooks® file; navigate QuickBooks®;  understand the chart of accounts; setup your bank account in the chart of accounts; handle expenses—bills, checks, and credit cards—and income and deposits; back up your file; and most importantly, always match the bank statement!

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

12 noon - 1:30 p.m.

Tech Tuesday Lunch: Technology Tips and Techniques: Keep Clients and Deliver Results
Presenter: Bodine Balasco
In this presentation you'll learn how to use "the structure of the of the Generative Creative Process," to immediately develop strategy, energy, and follow-thru for creating results that are important to you... even in the face of challenging circumstances and limited resources. You'll experience the benefits of this information as soon as you use it. Bodine Balasco has been named one of the Top-21 Speakers for the 21st century, and you'll understand why when you attend this luncheon.

Fees apply for luncheon events.
Level: Appropriate for all levels
Prerequisites: None

Hands on Computer Training: "Using PowerPoint® for Listing Presentations That Pop"
Presenter: Melissa Guzzetta
As sales professionals worldwide have discovered, PowerPoint allows you to quickly create and distribute slide presentations in multiple formats. REALTORS® can maximize the many templates and formatting tools this user-friendly presentation software offers to build listing presentations that leave prospects wanting more. This workshop will teach you the basics of PowerPoint, including where to find free templates and pictures that will help your presentations pop!

Fees apply for Tech Tuesday sessions.
Level: Beginner
Prerequisites: Basic understanding of Windows

The Benefits of Blogging: How to Boost Your Bottom Line
Presenters: Erin Attardi, REALTOR®; Keith Byrd, REALTOR®; Jeff Dowler, REALTOR®. Moderator: Nicole Nicolay, Founder, MyTechOpinion and Effektive Solutions
Are you new to blogging or are you thinking of starting one? If you answered “yes,” then plan to attend this dynamic panel discussion featuring four REALTORS® who are experiencing tremendous success by using their blogs to boost their bottom lines.

By the end of this session, you’ll walk away understanding what a blog is; how blogging can fit into your marketing plan; how to create your own blogging plan; and how to decide if blogging is right for you.

Fees apply for Tech Tuesday sessions.
Level: Minimum Experience (1-3 years)
Prerequisites: A basic understanding of the Internet and online marketing

Media is the New Marketing: How to Attract the Right Attention
Presenters: Kevin Boer and Pat Kitano
Your social media skills are sharpened, so what’s the next step? Media is the new marketing, and it’s important to develop an avid local following and be sought after for networking purposes. In this session, you’ll learn how to develop a local media presence in as little as one month. At the end of this session, you’ll understand how to leverage social media marketing effectively as a “mass media” tool to attract the right attention and build your Rolodex.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Using RELAY® for Your Real Estate Transactions Online
Presenter: Cassandra Davis, instructor and coordinator, zipLogix
Are you looking for ways to be competitive in today’s changing market?  Would you like to learn how to work online with buyers and sellers during a real estate transaction, and how to streamline and secure your paper trail while increasing client communication using a transaction-management Web site?  If so, then this session is for you.  Led by Cassandra Davis, training coordinator for zipLogix, this session will cover the importance of online interaction through the best-practice use of RELAY® -- the transaction tool that works in tandem with C.A.R.’s most-popular member benefit, zipForm®.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Best Practices for Building an Online Presence
Presenter: Ginger Wilcox, Broker Association/Co-Founder Social Media Marketing Institutute
You’ve likely heard how social networking, blogging, and message boards can generate business, but do you know the proper ways to conduct yourself in these online forums?  In this hour-long session with instructor and co-founder of the Social Media Marketing Institute, you’ll learn how to use new media technology and tools to build communities; understand the rules of engagement in online communities; and how to create real relationships that can lead to business opportunities.  You’ll also learn how much information you should include about yourself on social networking sites; and what percentage of time you should spend on your own blogs/sites versus the amount you should spend commenting on others’ sites and blogs.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Social Media and Social Networking: A Guide for REALTORS®
Presenter: Chris Tellez, Manager of Product Development, Real Estate Mobile Technologies LLC
Wishing you had a better understanding of social media and social networking? Attend this informative session to hear why you need to be active in the social media space and how to get started. By the end of the session, you’ll be able to create an account on a variety social media and social networking platforms including Facebook, LinkedIn, and Twitter, and understand how to use these free platforms as effective marketing tools for yourself and your services.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

What's Hot Now...
Presenter: Troy Wolverton, Technology Reporter, San Jose Mercury News
Today’s technological tools can help bring your business to the next level. Attend this session to learn about new and upcoming tech products, how to use them in practice, and how they can help you become a more effective practitioner whether you are in the office or working in the field.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Legality of Electronic Signatures
Presenter: Ken Moyle, DocuSign
Busy schedules and on-the-go lifestyles often make it challenging for clients and REALTORS® to find the time to meet in person and sign documents, so many are turning to electronic signatures.   While electronic signatures can help with these time-management difficulties, there are legalities associated with them that REALTORS® should be aware of.  Attend this session, presented by Ken Moyle, Chief Legal Officer of DocuSign, Inc. to learn the legalities surrounding electronic signature technologies; what it means for real estate professionals; and the impact on a successful real estate business.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

2 p.m. - 3:30 p.m.

Tech Tips to Help You Succeed in Today's Market
Presenter: Butch Grimes
It’s been said that we stick to what we know.  While this can be beneficial in most aspects of our lives, it can make creating fresh marketing ideas a challenge.  Almost every day a new technology is being developed to help you succeed in today’s market.  Are you familiar with Internet radio and how you can use it to create your own station and develop a show focusing on your knowledge of the market?  Do you know how to incorporate podcasting and video to boost your brand and your business?  These are just a few of the emerging technologies that instructor Butch Grimes will address in this 90-minute, highly informative, session.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: A desire to improve brand through Internet radio and podcasting

3 p.m. - 4 p.m.

Hands on Computer Training: "Use Microsoft® Word to Create Flyers that Say Wow!"

Fees apply for Tech Tuesday sessions.
Level: Beginner
Prerequisites: Basic understanding of Windows

Session Sponsored by Point2 Technologies
Distribution Trumps Destination: Why You Should Market Your Listings Everywhere
Presenter: Saul Klein
Are you using the Web effectively in the age of Wikinomics and the long tail? Come listen to Saul Klein’s tips on how to make the most of Web 2.0 by maximizing today’s opportunities for buyers, sellers, brokers, and agents. By the end of the session, you will understand the four major elements of Web 2.0 and how it’s changing Web marketing, comprehend the power of analytics and predictive marketing, and be motivated to take the required steps to create a plan for success in 2010 and beyond.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

Making the Most of Smartphone Apps
Presenters: Rebekah Bastian, Zillow; Rudy Bachraty, Trulia; Chris Tellez, Real Estate Mobile Technologies. Moderator: Alan Arora, CEO, Real Estate Business Services
You’ve decided which Smartphone works best for your business, so now what? Attend this session for information and tips on the latest must-have mobile applications every agent should have at their fingertips. You’ll learn what they are, why they are important, and how to use them as effective business tools.

Making Your Blog Work for You: Tips for Existing Bloggers
Presenter: Laurie Manny, REALTOR®, Main Street REALTORS® (Long Beach)
If you’ve been blogging for a few years, but are unsure of the next steps to take with your online contacts, if you’d like to reach a larger targeted audience and enhance your business by marketing specific online contacts, then this session is for you.  Laurie Manny, author of LongBeachRealEstateHome.com and lauriemanny.com, which reach approximately 7,000 consumers daily, will teach you how to generate business from your blog.

Fees apply for Tech Tuesday sessions.
Level:  All levels
Prerequisites: Some blogging or content management on Web site would be helpful, but not necessary

zipForm® 6: The Next Generation of WINForms®
Presenters: Albert Tran, REBS REALTOR® Training/Tech Services Director
See the new zipForm® 6 in action.  Learn how new tools will help you fill out forms instantly on any computer, Mac, or PC.  This training will teach you how to start working online or on your computer's desktop in the new zipForm® 6.  Join this session to learn how to: Fill out forms without starting a transaction file; create and use form templates at any time; import all of your transactions from your computer's desktop to online storage; and efficiently use zipForm® 6 for all of your contracts.  Teaches the basics of zipForm® 6 Standard and zipForm® 6 Professional.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

20 Free and Low-Cost Online Marketing Tips
Presenter: Nicole Nicolay, Founder, MyTechOpinion and Effektive Solutions
Your clients are online, are you?  More importantly, are you reaching them effectively with valuable tools and relevant marketing information?  Attendees will learn 20 online affordable marketing tips for generating business, as well as how to start implementing them today.

You’ll walk away knowing where and how to reach your online audience, while gaining insight into the best online tools and services for the real estate industry.

Fees apply for Tech Tuesday sessions.
Level:  All levels
Prerequisites:  none

Webinars: What They Are, How they Work, Why You Need to Use Them
Presenter: Byron Van Arsdale, Co-owner, realestatecoach.com
The recession has forced nearly every business to seek ways to cut costs, reduce travel, and limit their employees’ time spent away from the office, all while maintaining productivity and customer satisfaction at high levels.  Using webinars, rather than in-person meetings, or conference calls can help businesses and brokers achieve these goals.  Attend this exciting new seminar where instructor Byron Van Arsdale will teach you about the benefits of webinars, how they work, and why you should incorporate them into your business model.

Fees apply for Tech Tuesday sessions.
Level:  All levels
Prerequisites:  none

Smartphones, Mobile Gadgets, and Great Tech Tools for Real Estate
Presenter: G. William James, Handheld Computer Solutions
In this session, G. William James will illustrate how wireless technology has changed the way real estate professionals network, promote, market, and close business. You will learn why all wireless devices are not equal, and what to look for before you commit to purchasing. When the session is over, you will have a better understanding of the latest innovations in wireless broadband Internet, and how this technology will benefit your business.

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

4:15 p.m. - 5:15 p.m.

Hands on Computer Training: "Tracking Your Finances Using QuickBooks"
Presenter: Melissa Guzzetta
QuickBooks® can save you time, money, and overdraft fees. Isn’t it time you learned how to use the software that’s ideal for tracking your business income and expenses, plus your personal finances? In this session, you will learn how to setup a file and a process that works for you and your business and create files that accurately reflect your financial activity—and satisfy your accountant and the IRS.

Specifically, you’ll learn how to setup a QuickBooks® file; navigate QuickBooks®;  understand the chart of accounts; setup your bank account in the chart of accounts; handle expenses—bills, checks, and credit cards—and income and deposits; back up your file; and most importantly, always match the bank statement!

Fees apply for Tech Tuesday sessions.
Level: Appropriate for all levels
Prerequisites: None

8 a.m. - 9:45 a.m.

Commercial Real Estate Market Outlook
Presenter: Robert Kleinhenz, Deputy Chief Economist, C.A.R.
The latest updates on the national economy, the California real estate industry, and the commercial real estate market.

Fees apply for Commercial Day sessions.

Commercial Property Sales
Presenter: Bob McComb, Top Dogs
Sales Transaction and Anatomy: An introduction to commercial property purchases, in depth economic analysis, and how to structure a successful sales transaction.

Comparative Market Analysis: Agents will learn how to use the comparative market analysis to establish value, justify purchase offer prices, how to collect information, and use comparable market data in their daily practice.

Fees apply for Commercial Day sessions.

Hands-on Computer Training: "Microsoft Word Basics"
Presenter: Melissa Guzzetta
Improve your word processing proficiency by learning the basics of Microsoft® Word. Learn how to format text, apply formatting to an entire document, and add graphics, such as pictures and graphs. Additionally, this course, taught by Melissa Guzzetta, a Microsoft Office Master Instructor, will cover how to set margins; cutting, copying, and pasting; editing tools; and much more. 

Level: Appropriate for all levels
Prerequisites: None

8:30 a.m. - 10 a.m.

25 Web Sites You Don't Want To Miss
Presenter: Josh Sharfman, Chief Technical Officer, C.A.R.
Join C.A.R.’s Chief Technical Officer Josh Sharfman for a fast-paced highlight of today’s 25 most useful Web sites. You’ll get an overview of each site, including what it is, why you need it, and how you can effectively use it to help you succeed in today’s housing market.

Level: Appropriate for all levels
Prerequisites: None

Seminar Sponsored By: REALTOR.com®
Marketing Survival Guide
Presenter: Max Pigman, Vice President, REALTOR.com®
To survive and grow in today’s market, REALTORS® must strategically market themselves and their properties.  In this session, sponsored by REALTOR.com®, agents will complete a marketing self-evaluation test and learn how to reorganize their marketing budget for their desired ROI.  Those who attend this high-impact session will walk away with planning tools and a complete guide for a successful marketing makeover.

Level: Appropriate for all levels
Prerequisites: None

The Lending Landscape:  Loan Modifications
Presenters: Allen Jones, Default Management Policy Executive, Bank of America; Ronald Branch, Vice President and Senior Manager of Community Advocacy, Chase; and Joe Ohayon, Vice President Community and Client Relations, Wells Fargo. Moderator: Vince Malta.
REALTORS® often are asked by clients how to successfully work with their lenders to modify their home loans.  While the first step may seem simple – call the lender – often times consumers have difficulty getting through to lenders and explaining their situations.  Come hear from representatives from some of the nation’s largest lending institutions to learn all there is to know about loan modifications, including how to work with lenders, which documents lenders require, and how to serve as an intermediary between your clients and lenders.

Level: Appropriate for all levels
Prerequisites: None

Ethics and Rules of Conduct for REALTORS®
Presenter: Dave Tanner, Real Estate Broker and Attorney
Join Dave Tanner, real estate broker and attorney, in this hour-long session filled with valuable information on the latest in industry ethics and rules of conduct for REALTORS®, including proposed changes to the REALTOR® Code of Ethics and the applicability of the code to the current market.  Attendees will learn about recent changes to the REALTOR® Code of Ethics, how to apply the changes to their business, and recognize the impact of the code on current market conditions.

Level: Appropriate for all levels
Prerequisites: None

Foreclosures and REOs: Find, List, Purchase, and Sell
Presenter: Larry Blachman, Owner, Larry Blachman Seminars
Are you looking to tap into the foreclosure and REO market but aren’t sure where to start? Join foreclosure expert and licensed broker Larry Blachman for an informative session that will give you the tools you need to navigate this timely real estate niche. Following a detailed explanation of California’s non-judicial foreclosure process, Blachman will take attendees through the steps necessary to find and use notices of default and sale; describe how to save listings in foreclosure status; and explain how section 1695 of the California Civil Code applies to real estate agents.

Level: Appropriate for all levels
Prerequisites: None

Hands-on Computer Training: "Numbers and Stuff: Using Microsoft® Excel in Your Business"
Presenter: Joel Carlson
Microsoft® Excel is a robust tool that can instantly compute complex formulas at the touch of a button.  REALTORS® who attend this session will learn basic Excel skills, including how to create a formula, sort data, and use the spreadsheet analysis tool.  Once these tasks are mastered, instructor Anthony Self will teach the class how to set up a simple spreadsheet that analyzes the financial viability of a real estate investment by computing net operating income, loan amortization, and five popular financial ratios.

Level: Beginner
Prerequisites: Basic understanding of Windows

Commercial Forms
Presenter: Linda Kirios, Counsel, C.A.R.
An overview of the AIR Purchase Agreement.

Fees apply for Commercial Day sessions.

Listing and Marketing Commercial Property
Presenter: Bob McComb, Top Dogs
How to Become a Top Listing Agent: Agents will learn the techniques of top listing agents and how to structure their practice in commercial real estate to become a strong listing agent. Agents will learn the source of quality listings as well as strategies to move up the food chain to better quality property representation.

Understanding the Marketability of Commercial Real Estate: Agents will learn the four key factors that affect the marketability of commercial real estate, and how to correctly position their listings in the marketplace to affect a rapid lease up or sale of their commercial listing. They will also learn how to work with owners to align the four key factors to ensure the salability or leas ability of their listings.

How to Effectively Market Your Commercial Listings: Agents will learn how to correctly market their listings and how to use their existing listings to attract better listings, using their marketing techniques.

Fees apply for Commercial Day sessions.

10:30 a.m. - 11:30 a.m.

Thriving -- Not Just Surviving -- in Real Estate
Presenter: Pat Fredericks, Broker
Whether you are a new agent, a seasoned veteran, or a top producer, you are encouraged to attend this informational and motivational session designed to equip REALTORS® with all the tips and strategies you’ll need to thrive and survive in today’s real estate industry, regardless of market conditions.  Attendees will learn how to successfully talk to clients, must-do business development strategies, and the rules for maintaining a balanced life during your real estate career. 

Level: Appropriate for all levels
Prerequisites: None

Seminar sponsored by: American Home Shield
Setting the Right Expectation: Customer Care and Fiduciary Duty
Presenter: Shannon Jones
In this fast paced, interactive discussion, C.A.R. Strategic Defense Attorney (Shannon Jones) will present how to utilize valuable services such as inspections and home warranties through the direct experience of field experts. The session will focus on how today’s real estate transaction is impacted by an agents’ fiduciary duty and customer care standards.

Level: Appropriate for all levels
Prerequisites: None

Creating and Marketing Your Brand
Presenter: Ed Segal
Do you wish you had a better sense of how to brand yourself and your business? Attend Edward Segal’s session to gain the competitive advantage you need in today’s challenging market. You’ll learn to prepare and deliver successful presentations to any audience, as well as how you can generate free publicity about your services, listings, expertise, and accomplishments. By the end of this session, you’ll have more confidence connecting to buyers and sellers through a variety of publicity efforts.

Level: Appropriate for all levels
Prerequisites: None

Financing Options for Buyers in Today's Market
Presenters: Leah M. Pears, Manager Homeownership Leads Program and Outreach, California Housing Finance Agency (CalFHA) and Nancy E. West, Marketing and Outreach Specialist, U.S. Dept. of Housing and Urban Development (HUD).
The credit liquidity crunch has made it difficult for today’s buyers—even those with pristine credit, solid employment, and sufficient funds for a down payment—to obtain financing for a home of their own.  But new legislation and special government programs are available to help buyers.  Join Leah Pears, manager Homeownership Leads Program and Outreach, California Housing Finance Agency (CalHFA), and Nancy E. West, marketing and outreach specialist, U.S. Department of Housing and Urban Development (HUD), in this valuable discussion created to provide you with the latest information about what new financing programs are available from the state and federal government; learn about the affordable housing arena; become knowledgeable about which down-payment assistance programs are available; and how to educate your clients about these programs and help them obtain a mortgage loan so you can sell more homes!

Level: Appropriate for all levels
Prerequisites: None

Opening Luncheon: 2010 Housing Market Forecast

Where is the market headed and what are the emerging opportunities out there for REALTORS®?  Prepare for the year ahead by joining C.A.R. Chief Economist Leslie Appleton-Young for the 2010 Housing Market Forecast, where she will share valuable information and insights about California’s housing market, including projected home sales, median prices, housing affordability, and mortgage rates and availability.

Level: Appropriate for all levels
Prerequisites: None

Fees apply for luncheon events.

2 p.m. - 3 p.m.

Hands-on Computer Training: "Clarus MarketMetrics®--The Power of Pricing with Precision"
Presenter: Jenny Roberts, National Product Adoption Manager, Real Estate Business Services
REALTORS® are consistently looking for new and innovative ways to relay market information to their clients, especially when helping sellers accurately price their homes for today’s market.  Clarus MarketMetrics® generates market and price-point analysis charts and reports derived from MLS data for REALTORS® to share with their clients. These reports are invaluable as a prospecting tool, an aid to setting seller expectations, or as a companion set of data to justify a buyer’s offer.

Join Jenny Roberts, national product adoption manager for Real Estate Business Services, to learn how to best utilize Clarus MarketMetrics® to price a property correctly and competitively in today’s market.  In this hands-on session, attendees will learn how to show clients the impact of price reductions on overall price per square foot, and how to generate market trend reports, which can be posted online to increase more business.

Level:  All levels
Prerequisites:  none





Tales from the Trenches:  How I Survived Previous Downturns
Presenters: Robert Bailey; Broker, Bailey Properties; Past President, C.A.R.. Moderator: Colleen Badagliacco; Broker, Altera Real Estate; Past President, C.A.R
The majority of seasoned real estate professionals have been through previous downturns, but somehow the current market feels a bit different than years past.  Attend this informational panel discussion chock-full of tips and techniques as brokers share their experiences and discuss how they survived previous downturns.  You’ll walk away knowing how to identify areas of your business to evaluate; become familiar with strategies and tips for success, and identify tools to help analyze expenses and resources.

Level: Appropriate for all levels
Prerequisites: None

Financial Planning for REALTORS®
Presenter: Justin Krane, Certified Financial Planner™, President, Krane Financial Solutions
For brokers and agents, it’s now more important than ever to take a long-term view of your financial goals while taking immediate steps to preserve cash flow. Attend Justin Krane’s session to learn how you can use goal-based financial planning to your advantage in today’s sluggish housing market. Krane will share tips on how to create a spending and savings plan that is right for you. By the end of the session, you will learn how to gain control of your assets and secure a better financial future, while also living for today.

Levels: Appropriate for all levels
Prerequisites: None

Green Tips for REALTORS® and Their Clients
Presenter: John Shipman, CEO, Energy Efficiency Management, Inc.
Today’s buyers and sellers are more environmentally friendly than in years past.  Many buyers hope to purchase eco-friendly homes, and some sellers are looking to their REALTORS® for guidance on making green improvements to their homes.  Undoubtedly, it is important to know how to market these homes and how to assist clients with their green endeavors.

Join John Shipman, CEO of Energy Efficiency Management Inc., as he guides you through how to get energy audits for your clients, tips for marketing a green home, and upgrades homeowners can make so their homes are green-buyer friendly.

Level: Appropriate for all levels
Prerequisites: None

Best Practices for Risk Management
Presenter: Bill Jansen, Broker Risk Management
You work hard to earn your commission – attend Bill Jansen’s session to learn valuable risk management tools that you can use today to avoid claims and keep the money you earn. This session is a must-attend for any REALTOR® looking to better understand the standard of care they need to provide to win lawsuits, practice good risk management strategy, and complete a successful transaction while minimizing the potential for legal trouble.

Level: Appropriate for all levels
Prerequisites: None

2 p.m. - 3:30 p.m.

DRE Forum with Commissioner Davi
Presenter: Jeff Davi, Commissioner, California Department of Real Estate
California Department of Real Estate (DRE) Commissioner Jeff Davi will once again host an open dialogue between the REALTOR® community and the DRE during a Forum on Wednesday, Oct. 7 from 2 to 3:30 p.m. The Commissioner will deliver an update on the DRE’s key focus areas, including licensing activities and legislative issues, followed by a question and answer session with the audience. 

Level: Appropriate for all levels
Prerequisites: None

How to Close a Short Sale Transaction, Really!
Presenters: Kathy Mehringer, CRB Broker Associate, Director of Risk Management, Coldwell Banker Southern California; Robin Dahlstrom, REALTOR®, Shorewood REALTORS®; Carla Wilcoxen, Re/Max Gold, Plumas Lake; Mona Rose, Vice President and General Counsel, Dilbeck; and Ron Tremblay.
When it comes to short sales, many real estate agents are apprehensive about representing buyers and sellers.  The key to successfully closing a short-sale transaction is to dispel the fear and angst associated with these transactions.  Join your fellow colleagues who have become successful at short-sales for a panel discussion where you’ll learn how to understand the process of educating clients on short-sales, how to complete an accurate presentation of related materials to the lender, and how to effectively speak with a negotiator.  You cannot afford to miss this session!

Level: Appropriate for all levels
Prerequisites: None

How to Take Your Business to the Next Level: 121 Ways to Market Youself and Your Business
Presenter: Bob McCombs, Top Dog
The standard approach to commercial real estate has certain inherent limitations and causes agent to fail, or, if they do succeed, to plateau well below their desired production levels. This program teaches you how to create and switch on lead generation systems that will dramatically improve your business for years to come.

Level: Appropriate for all levels
Prerequisites: None

Fees apply for Commercial Day sessions.

4 p.m - 5 p.m.

Hot Issues on the Legal Front: Multiple Offers
Presenter: Stella Ling, Senior Legal Counsel, C.A.R.
Distressed property or not, handling multiple offer situations is one of the hottest legal topics for 2009.  You may be a listing agent receiving multiple offers in a short sale/REO situation or in a market that’s just heating up.  Or perhaps you’re a buyer’s agent for a client who wants to write offers for multiple properties simultaneously.  Either way, understanding the best way to handle multiple offer situations is a must.  Join C.A.R.’s Senior Counsel Stella Ling, Esq. as she addresses how REALTORS® should handle multiple offer situations effectively while steering clear of common legal and practical pitfalls.

Level: Appropriate for all levels
Prerequisites: None





Home-staging Strategies to Help You Sell
Presenter: Shell Brodnax, President/CEO, Real Estate Staging Association
Do you wish you knew more about how to effectively approach home staging? Join Shell Brodnax as she shares some of her home-staging strategies.  You’ll learn how to collaborate with a professional stager in order to get more listings and create a long-lasting referral network. By the end of the session, you’ll understand all the benefits of staging such as how to explain staging to your clients, how to use staging as an effective marketing tool to get more listings, and what to look for when hiring a professional stager.

Level: Appropriate for all levels
Prerequisites: None

Unlocking the Mystery of Short Sales
Presenter: Kathy Mehringer, CRB Broker Associate, Director of Risk Management, Coldwell Banker Southern California
Do you understand the short sale process from start to finish? In this session, Kathy Mehringer will help attendees unlock the mystery of the short sale transaction. You’ll learn how to prepare, package, and position your offer; recognize common pitfalls, risks, and rewards; and enhance your negotiating skills with specific tips, techniques and tactics.  At the end of Mehringer’s session, you’ll be able to successfully complete a short sale, counsel clients effectively, and manage both buyer and seller expectations throughout the transaction.

Level: Appropriate for all levels
Prerequisites: None

Tips to Ground Buyers and Sellers in Reality
Presenters: REALTORS® London Field and Lisa Blaylock, Broker/Owners Bill Aboumrad and B.J. Ward
Buyers and sellers in today’s market have a lot of information coming at them from all directions. Learn how to keep all of your clients on the same page. Don’t let your buyers get caught up in the fix-and-flip mentality and ensure that your sellers correctly list their property to maximize profit.  Attend this session for tips on how you can best keep your clients happy and educated. You’ll learn how to properly inform your clients on current market conditions, how they affect home purchases and sales, and why that matters in the transaction process.

Level: Appropriate for all levels
Prerequisites: None

Real Estate Rookies: The Art of the Open House
Presenter: Christian Thede, REALTOR®

For those new to the real estate industry, hosting a successful open house might seem overwhelming. Join REALTOR® Christian Thede for an instructional session on how to plan and execute a productive open house. You’ll learn how to effectively promote your open house, what marketing materials you should have on hand, and what safety precautions should be taken when hosting an open house.

Level: Beginner
Prerequisites: None

By the end of this session, you’ll become familiar with the basic structure of the agreement; learn how to create, modify, cancel, or close a transaction; know how to identify, explain, understand, and remove contingencies; be able to complete all mandatory and recommended disclosures; be knowledgeable on ensuring all commissions are paid in full and on time; and understand all the important terms of the contract.

A copy of C.A.R.’s Your Guide to the California Residential Purchase Agreement is provided.

Level: Appropriate for all levels
Prerequisites: None

8:30 a.m. - 9:30 a.m.

Hands-on Computer Training: "Microsoft Word Basics"
Presenter: Melissa Guzzetta
Improve your word processing proficiency by learning the basics of Microsoft® Word. Learn how to format text, apply formatting to an entire document, and add graphics, such as pictures and graphs. Additionally, this course, taught by Melissa Guzzetta, a Microsoft Office Master Instructor, will cover how to set margins; cutting, copying, and pasting; editing tools; and much more. 

Level: Appropriate for all levels
Prerequisites: None

The REALTOR®'s Role at Auctions
Presenters: Bob Bellack, Chairman, Zetabid and Lewis "Steve" Noble, REALTOR®, Altera Real Estate
There’s no doubt that foreclosures are rising and many lenders and builders are eager to get excess inventory off of their books – often selling these properties at auctions.  Not only do auctions offer clients opportunities to purchase homes at affordable prices, they also provide opportunities for REALTORS® to earn commission checks.  In fact, some of the nation’s top auction houses actually encourage REALTOR® participation at their auctions.  Come hear from Bob Bellack, chairman of Zetabid, and REALTOR® Steve Noble to learn how you can help your clients purchase homes at auction.  This seminar will cover everything from how to pre-register your clients, to attending open houses, to submitting bids, as well as what to expect at the auction.

Level: Appropriate for all levels
Prerequisites: None

8:30 a.m. - 4:30 p.m.

Seniors Real Estate Specialist® Designation Program
Presenter: Joanna Phillips
Adults aged 50 plus represent more than 20 percent of the U.S. population. For most senior adults, the homes they live in are their largest asset and account for most of their net worth.

Why do clients in this age range move? To be closer to grandchildren. To start that vineyard they've always dreamed of. To address health concerns. The list goes on and on. Can you speak to the unique motivations they have? Do you know how to counsel your clients on their options? Completion of the Seniors Real Estate Specialist® (SRES®) Designation Course is an essential step for REALTORS® in understanding the distinct real estate goals, concerns, and needs of today’s seniors.  This is the kind of distinction that can set you apart. You can be the hero.

This course looks at key differences in housing options, from age-restricted communities to age-in-place designs to assisted living; applications of the Housing for Older Persons Act (HOPA); the ins and outs of reverse mortgages; the use of pensions, 40(k) accounts, and IRAs in real estate transactions; and developing a team of senior specialists, including estate planners, reverse mortgage lenders, clutter and staging specialists, and more.

Seniors Real Estate Specialists® are REALTORS® qualified to meet the special needs and concerns of maturing Americans. By earning the SRES® designation, you will have demonstrated the requisite knowledge and expertise to counsel older clients through major financial lifestyle transitions involved in relocating, refinancing, or selling the family home.  You will earn 12 DRE continuing education credit hours in Consumer Service for completing this course.  This is a two-day course and must be attended both days.

Fees apply.

The Lending Landscape: Finding a Jumbo Loan in Today's Market
Presenters: Christopher George, Secretary, California Mortgage Bankers Association; Ed Smith, Jr., Incoming President, California Association of Mortgage Brokers; and Hudson L. Lee, California Credit Union League. Moderator: Vince Malta, REALTOR®
Sales of high-end homes all across the state are lagging – largely due to the difficulty many consumers are having in obtaining jumbo loans.  Although these loans are available, finding a jumbo loan in today’s market of tight credit and declining home prices is becoming even more of a challenge.   Attendees of this session will learn which lenders are offering jumbo loans, how jumbo loans impact all market segments, and how REALTORS® can help their clients obtain approval for one.

Level: Appropriate for all levels
Prerequisites: None

Seminar sponsored by: Trulia.com
Become an Agent 2.0
Presenter: Rudy Bachraty, Social Media Guru, Trulia.com
Do you know how to effectively utilize social media tools to boost business? Learn how to become an “Agent 2.0” by using a variety of free online tools to help build your business. You’ll walk away from this session ready to start using social networking sites including LinkedIn, Yelp, Facebook, and Trulia Voices to connect directly with home buyers and sellers online. You will also learn how to gain visibility in search engines, network, connect with other professionals, and stand out as the local expert in your area.

Level: Appropriate for all levels
Prerequisites: None

Hands-on Computer Training: "Numbers and Stuff: Using Microsoft® Excel in Your Business"
Presenter: Joel Carlson
Microsoft® Excel is a robust tool that can instantly compute complex formulas at the touch of a button.  REALTORS® who attend this session will learn basic Excel skills, including how to create a formula, sort data, and use the spreadsheet analysis tool.  Once these tasks are mastered, instructor Anthony Self will teach the class how to set up a simple spreadsheet that analyzes the financial viability of a real estate investment by computing net operating income, loan amortization, and five popular financial ratios.

Level: Beginner
Prerequisites: Basic understanding of Windows

Meet Us at the Top: Top Producers Share their Strategies
Sherri Stoneberger, Stanley Lo, Robert Callan Jr., and Sherry Bucolo. Moderator: Joel Singer, Executive Vice President, C.A.R.
Ever wonder how some REALTORS® continue to be Top Producers year after year, regardless of market conditions?  Do you wish you knew their secrets and strategies for remaining in the top of their field?  Then this session is for you! This is your chance to join four of the state’s heavy hitters as they share lessons learned and strategies that propelled them—and could do the same for you--from agent to top producer status.  Come hear from some of the state's --and nation's--Top Producers and moderator Joel Singer as they share their tips for success.

Level: Appropriate for all levels
Prerequisites: None

The ABCs of Goal Setting and Achieving
Presenter: Ray Adams
Whether the market is up or down, there are several fundamental steps every REALTOR® should take to build a long-term and successful foundation.  Learn from industry veteran Ray Adams how to set and implement your business goals to ensure your sales and marketing efforts, along with your approach to building long-lasting client relationships, are on target.

Level: Appropriate for all levels
Prerequisites: None

Staging a Vacant REO Property on a Budget
Presenter: Christine Rae
Staging vacant REO properties doesn’t have to be complicated. Join staging expert Christine Rae as she shares tips on how to stage a vacant REO property without spending too much. Whether your budget is $100 or $10,000, you’ll learn how to leverage an REO staging and find out how you can effectively use market trends to help stimulate your staging efforts.

Level: Appropriate for all levels
Prerequisites: None

Closing Lunch: Life Would be Easy if it Weren't for Other People
Presenter: Connie Podesta
Let's admit it — sometimes people and situations can be just slightly challenging.  Understanding how to communicate effectively during these challenging moments in life can make or break a deal, determine outcomes, and affect our ability to achieve the success we desire, the happiness we seek, and the professional and personal life we deserve. There is no one more qualified to help you understand the fascinating world of human behavior than Connie Podesta.  Connie's amazing insights and entertaining, no-nonsense style will help you learn more about yourself and about how you handle relationships with other people (including a few who drive us crazy).  She will empower you with the knowledge you need to be wiser, healthier, happier and richer personally & professionally. Now isn't life getting easier already?

Tickets for this event are available on a first-come, first-served basis and are $60 when purchased prior to EXPO through www.realtorexpo.org or $65 on-site.

Level: Appropriate for all levels
Prerequisites: None

Fees apply for luncheon events.

Hands-on Computer Training: "Clarus MarketMetrics®--The Power of Pricing with Precision"
Presenter: Jenny Roberts, National Product Adoption Manager, Real Estate Business Services
REALTORS® are consistently looking for new and innovative ways to relay market information to their clients, especially when helping sellers accurately price their homes for today’s market.  Clarus MarketMetrics® generates market and price-point analysis charts and reports derived from MLS data for REALTORS® to share with their clients. These reports are invaluable as a prospecting tool, an aid to setting seller expectations, or as a companion set of data to justify a buyer’s offer.

Join Jenny Roberts, national product adoption manager for Real Estate Business Services, to learn how to best utilize Clarus MarketMetrics® to price a property correctly and competitively in today’s market.  In this hands-on session, attendees will learn how to show clients the impact of price reductions on overall price per square foot, and how to generate market trend reports, which can be posted online to increase more business.

Level:  All levels
Prerequisites:  none

REALTOR® Tools and Strategies for the Foreclosure Market
Presenter: Sean O'Toole
Would you like to become an REO expert and learn how to attract both buyers and asset managers?  Are you interested in learning how to use foreclosure comps to get buyers off the fence and bank-offers approved?  Then join Sean O’Toole, CEO and founder of ForeclosureRadar, as he guides you through creating foreclosure comps, finding closable short sales, staying a step ahead of REOs, and generating more leads from your Web site.

Level: Appropriate for all levels
Prerequisites: None

Strategic Defense: Distressed Properties Update:  Common Pitfalls when
Dealing with Loan Modifications and Foreclosures
Presenters: C.A.R. Strategic Defense Panel attorneys Jane Rheinheimer, Al Cordova, and David Parker
As foreclosures become more prevalent and consumers turn to their REALTORS® for assistance with loan modifications or pending foreclosures, it is critical that you are up-to-date on the latest legal requirements and common pitfalls associated with this side of the business.  Join C.A.R. Strategic Defense Panel attorneys Jane Rheinheimer, Al Cordova, and David Parker as they discuss negotiating strategies and how to initiate the dialogue; deficiency liability; fees for loan-modification consultants; bankruptcy; and unauthorized practice of law in the loan modification and foreclosure arena.

Level: Appropriate for all levels
Prerequisites: None

Seminar sponsored by: The Certified Distressed Property Expert Designation
Distressed Property Roadmap: Understand, Indentify, Assist, and Expand
Presenter: Alex Charfen
In this market of unprecedented challenges, Distressed Property Institute CEO Alex Charfen sees opportunity. It’s important to understand today’s market and exactly what the challenges are. In this session, you’ll learn how to strategically assist distressed homeowners and expand your network with new business opportunities.

Level: Appropriate for all levels
Prerequisites: None

Foreclosures & REOs: Find, List, Purchase, and Sell
Presenter: Larry Blachman, Owner, Larry Blachman Seminars
Are you looking to tap into the foreclosure and REO market but aren’t sure where to start? Join foreclosure expert and licensed broker Larry Blachman for an informative session that will give you the tools you need to navigate this timely real estate niche. Following a detailed explanation of California’s non-judicial foreclosure process, Blachman will take attendees through the steps necessary to find and use notices of default and sale; describe how to save listings in foreclosure status; and explain how section 1695 of the California Civil Code applies to real estate agents.

Level: Appropriate for all levels
Prerequisites: None

Online Reputation Management: How to Create and Manage Your Online Persona in a Web 2.0 World
Presenter: Bernice Ross
Like it or not, you have an online persona. The question is, are you letting others determine your Web presence or are you proactively taking steps to create, nurture, and protect your reputation both on and offline? In this fast-paced, interactive session, REALTORS® will learn specific strategies and tactics for creating, monitoring, and protecting their online real estate persona.

Level: Appropriate for all levels
Prerequisites: None

Econ Panel: The New Normal: What Recovery Means in 2010
Presenters: Richard Green, director of the Lusk Center for Real Estate at the University of Southern California; Glenn E. Crellin, director of the Washington Center for Real Estate Research at Washington State University; and Jack Kyser, chief economist, Los Angeles County Economic Development Corporation. Moderator: Leslie Appleton-Young, chief economist, C.A.R.
The recession appears to be slowing, and possibly even coming to an end as the state’s median home price rises month over month, the stock market rebounds, lenders return TARP money, and loan servicers modify record-numbers of home loans.  However, escalating job losses, rising mortgage rates, and depressing sales figures in the retail sector, continue to plague the economy.  So just what will be the new normal and what will recovery mean in 2010?

Join C.A.R. Vice President and Chief Economist Leslie Appleton-Young and a panel of renowned economists as the experts weigh in on these and other critical issues. Panelists include: Richard Green, director of the Lusk Center for Real Estate at the University of Southern California; Glenn E. Crellin, director of the Washington Center for Real Estate Research at Washington State University; and Jack Kyser, chief economist, Los Angeles County Economic Development Corporation.

Level: Appropriate for all levels
Prerequisites: None