2024 REALTOR® Summit -Soaring to Success!

An impressive roster of industry experts will lead discussions on crucial topics, including AI’s impact on real estate, recent litigation, how it affects your business, and confidently navigating risk (and much more)!

Through interactive panels, breakout sessions, and personalized networking, this summit isn’t just an event—it’s a catalyst for your professional growth.

Take advantage of this chance to shape your future, gain invaluable insights, and forge connections that propel your career to new heights.

Secure your spot now and be part of a transformative experience at the forefront of real estate excellence.

Thursday, May 16, 2024
8:30 a.m. – 5:30 p.m.

AGENDA

Real Estate Summit – Soaring to Success

8:30 AM Registration/Check-In
9:00 AM Sessions Begin
11:30 AM Lunch w/Nobu Hata
1:30 PM Sessions Resume
4:30 PM Closing Session & Happy Hour
5:30 PM Summit Concludes

9:00 AM – 9:45 AM AI’s Impact On Real Estate: Nothing Is Ever Going To Be The Same

Speaker: Jeff Turner 
Co-Founder Tangilla
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SESSION SPONSOR: Upmarket Media

This presentation will provide an overview of the good and bad of Artificial Intelligence and highlight recent developments that should wake you up to the potential positive and negative impacts of AI in real estate.

• Understanding AI’s Positive Contributions and Drawbacks in Real Estate
• Awareness of Latest AI Developments in the Industry
• Critical Analysis of AI’s Impacts on Real Estate Operations
• Preparation for Future Trends in AI Adoption
• Empowerment for Informed Decision-Making in AI Integration

10:00 AM – 10:45 AM A Place to Call Home: The Fight for Fair Housing  

Moderator: Ashley Anderson
Keller Williams West Ventura County
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In this panel session, a group of experts will share their insights and discuss the significance of fair housing in the real estate industry. The session aims to raise awareness and enhance knowledge about fair housing among real estate professionals.

• Fair housing promotion tools and resources overview
• Equitable access to housing opportunities exploration
• Strategies and practical application of tools
• Importance of fair housing and community impact discussion

10:00 AM – 10:45 AM Lessons From 2024 New Laws 

SESSION SPONSOR: Fidelity Home Warranty – Vanessa Rice

Speaker: Stella Ling
Managing Senior Counsel CALIFORNIA ASSOCIATION OF REALTORS® (C.A.R.).
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Join us for an insightful exploration of new laws and cases affecting REALTORS® (other than the NAR Settlement). In this session, we will examine recent changes to listing agreements, NHD, FHDS, and other commonly-used forms. We will provide strategies for agents to navigate through legal complexities successfully.

Whether you’re a seasoned professional or new to the industry, this session will offer practical guidance and actionable takeaways to safeguard your real estate practice and enhance your decision-making skills in the dynamic landscape of real estate.

• Recent changes to listing agreements, NHD, FHDS, and other forms
• Strategies for navigating legal complexities
• Practical guidance for all experience levels
• Safeguard your practice and enhance decision-making skills

11:00 AM – 11:45 AM Navigating MLS Litigation Changes  
Speaker: Art Carter
CEO, CRMLS
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SESSION SPONSOR: Pinnacle Estate Properties 

Join us for an illuminating session where we explore the recent settlement with the National Association of Realtors (NAR) and its implications for real estate professionals. In this dynamic presentation, we’ll dissect the proposed rule changes stemming from the settlement and provide a comprehensive roadmap for agents to navigate through these transformations successfully.

• Gain a comprehensive understanding of the intricacies of the NAR settlement agreement
• Explore practical strategies for ensuring compliance with proposed rule changes
• Learn how to adapt your business practices to thrive in a rapidly evolving regulatory environment
• Receive expert guidance and insights on navigating potential challenges and opportunities arising from the settlement
• Acquire actionable tools and resources to support your journey towards compliance and success in the real estate industry

11:45 AM – 1:30 PM Luncheon / The Future of Your Real Estate Business
Speaker: Nobu Hata
Association and Industry Affairs at Zillow
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INDUSTRY SPONSORS: AREAA, WCR, RE Alliance, REFAT

Explore the future of real estate in an engaging keynote session, delving into emerging trends, technological advancements, and transformative shifts reshaping the way we buy, sell, and inhabit properties plus the journey it’s going to take for your clients together. Gain valuable insights into the evolving dynamics of the market and unlock strategies for staying ahead in this rapidly changing landscape.

1:45 PM – 2:30 PM 7 Deadly Sins That Create Liability for Real Estate Agents 

Speaker: Jennifer Felten
Principal Owner and Attorney RELAW, APC 
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SESSION SPONSOR: Rent 805

In this 45-minute immersive presentation, delve into the heart of real estate liabilities. From misrepresentation to governmental intervention, this comprehensive exploration arms agents and brokerages with essential knowledge and strategies to navigate the complex landscape of liabilities effectively.

• Explore real-life case studies and practical examples to understand potential pitfalls and liabilities in the industry
• Learn proactive measures to mitigate risks and protect both clients and reputation
• Ensure compliance with regulatory requirements through actionable strategies
• Equip yourself with tools and knowledge to thrive in the dynamic real estate landscape, whether you’re a seasoned professional or new to the industry

1:45 PM – 2:30 PM Cleared for Take-Off: Tips on Achieving Work-Life Balance  
Moderator: Alexandra Stamakinley
Doora Properties | Health & Fitness Expert
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SESSION SPONSOR: TD Nail Studio

Discover the art of work-life balance with three esteemed real estate experts and moderator Alex Stamakinley. Delve into practical strategies for harmonizing professional success and personal well-being. A must-attend at the Real Estate Summit for those looking to elevate their career while maintaining a fulfilling personal life. Join us for transformative discussions designed to take your professional and personal life to new heights. By the end of the session, the attendees will leave with tangible takeaways on how to adapt systems to excel in business while enjoying life.

Bill Mathews,
Agent-Producer at Farmers Insurance

2:45 PM – 3:30 PM Conquer Your Real Estate Fears

Speaker: Jordan Levine
C.A.R. Senior Vice President & Chief Economist
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SESSION SPONSOR: First American Home Warranty

Join us for an engaging breakout session where your voice shapes the discussion. Participants will anonymously list their top four fears in real estate. Through live polling, we’ll compile the collective responses in real-time. Then we’ll dive into the most pressing topics, providing insights, strategies, and practical advice to overcome these common fears. Don’t miss this opportunity to address your concerns and gain confidence in navigating the real estate landscape.

• Engaging breakout session driven by participant input
• Anonymously share top four real estate fears
• Live polling compiles collective responses instantly
• Dive into pressing topics with insights and strategies

2:45 PM – 3:30 PM Unlock Your Value  

Moderator: Edward Barrios
VISTA SOTHEBY’S INTERNATIONAL REALTY | BROKER ASSOCIATE
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SESSION SPONSOR: First Bank 

In today’s competitive real estate market, demonstrating your value as a REALTOR is crucial for success. This dynamic session is designed to equip real estate professionals with practical strategies to effectively showcase their expertise and commitment when representing clients. From mastering communication techniques to leveraging market insights, attendees will learn how to differentiate themselves and build trust with clients.

Heather Boren,
Commercial Real Estate Broker & Professor of Finance/RE – Pepperdine

Join us to discover the keys to highlighting your unique value proposition and standing out in the industry.

• Learn effective communication strategies to convey your value proposition clearly and persuasively to clients.
• Gain insights into leveraging market trends and data to demonstrate your expertise in guiding clients through the buying or selling process.
• Discover techniques for building trust and rapport with clients, fostering long-term relationships based on confidence and reliability.
• Explore innovative ways to showcase your negotiation skills and advocate for clients’ best interests, ensuring optimal outcomes in every transaction.
• Acquire tools and resources for providing exceptional customer service, exceeding client expectations and earning referrals and repeat business.

3:45 PM – 4:30 PM Advocating In Your Backyard  

Moderator: Rob Leatherwood
Director of Government Affairs at Ventura County Coastal Association of REALTORS®
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Discussion on housing, land use, and how to be an advocate for change. We will explore how each city is similar and unique as well as opportunities for cities to work together. We will also examine how REALTORS® can play a role in their community and how that creates value for clients beyond the transaction. Questions will be researched and developed by LGR Workgroup.

Emilio Ramirez,
Housing Director (Oxnard)

Expected Learning Outcomes

• Attendees should be able to articulate (at a basic level) municipal goals as they relate to housing and land use
• Attendees should be able to identify the intersection of city administration and political governance
• Attendees should be able to identify opportunities for REALTORS® individually and as an organization to affect policy change at the local level

3:45 PM – 4:30 PM Harnessing MLS Products for Your Business Success 

Speaker: Amanda Adams 
CRMLS Systems Trainer
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SESSION SPONSOR: West Coast Promotional Solutions

In this 45-minute session, we’ll delve into a variety of products offered through CRMLS that are shaping the landscape of the real estate industry. The product showcase will focus on some of the latest products offered by CRMLS including Local Logic, CubiCasa, LiveEasy, and CRMLS Product Locator.

• Discuss how real estate professionals can use Local Logic to enhance property listings, attract buyers, and optimize investment decisions. 
• Discover the benefits of incorporating floor plans with CubiCasa into property listings, including increased buyer engagement and faster sales cycles.
• Learn how LiveEasy helps you assist your clients with every step of their moving, rental, or homeownership journeys.

4:30 PM – 5:30 PM Happy Hour & Real Estate Bingo

SESSION SPONSOR: MOVEMENT MORTGAGE

 
Dive into a unique mingling experience with our Happy Hour Human Bingo! Grab a drink, appetizers, and a bingo card filled with fun and quirky prompts. Find someone who matches each description to mark off your squares—first to get bingo wins a prize! It’s a perfect blend of laughter, discovery, and connection, designed to turn strangers into friends. Don’t miss this chance to network, share stories, and enjoy a memorable afternoon. Let’s make connections that last beyond bingo! Participants will enhance their networking skills by engaging in an interactive session. This engaging approach to social interaction will encourage open communication, improve active listening skills, and promote a deeper understanding of the unique things that unite us.