SIOR 2012 Leadership Conference

The SIOR Leadership Conference is an invitation-only event designed as an orientation and educational event for the 2012-2013 Board of Directors, Chapter Presidents and Vice Presidents, Committee Chairs and Vice Chairs, Council Members, and Chapter Administrative Staff.

Click here to register now! 

Tuesday, October 23
6 - 8:30 p.m.
Board of Directors Meeting*
(for SIOR Board Members only)
Wednesday, October 24
7 - 8:30 a.m.
Registration Open
8 - 9:15 a.m.
Opening Session and Breakfast
Presenter: Terry Smith, SIOR, CCIM, SIOR President

Start the 2012 Leadership Conference on the right foot by attending this opening session.  Breakfast will be served as you get to know your fellow leaders, review strategic objectives for the coming year, and receive an overview of the day’s activities.

9:30 - 10:30 a.m. Breakout Session: Chapter Incorporation/Tax/Insurance Issues (Part 1 of 2)
Presenter: Finley Maxson, National Association of REALTORS

NAR legal counsel will provide a general overview of the advantages and risks chapters face and what not-for-profit organization requirements chapters should be aware of at federal and state levels.  Whether chapters are at the beginning or middle of this process, we will help answer your questions.  This session will focus on chapter incorporation, registration, and not-for-profit tax issues.

Disclaimer: SIOR and NAR do not provide specific legal advice for all jurisdictions.  SIOR advises chapters to seek local legal counsel and tax experts for specific requirements applicable to each chapter’s jurisdiction.

9:30 - 10:30 a.m. Breakout Session: Break the Code in SIOR's Code of Ethics
Presenter: Bob Percival, SIOR, CPM, SIOR Instructor

Have fun going through real life professional standards case studies and testing your knowledge of the SIOR Code of Ethics.  This very lively and interactive session is  a great Code of Ethics refresher for all SIOR leaders and should be an important component to your chapter’s recruitment efforts. 

10:45 - 11:45 a.m. Breakout Session: Chapter Incorporation/Tax/Insurance Issues (Part 1 of 2)
Presenter: Finley Maxson, National Association of REALTORS

NAR legal counsel will provide a general overview of chapter insurance issues and what risks chapters should be aware of in its activities and events.  We will help answer your insurance questions including NAR’s Professional Liability Insurance which covers SIOR chapters.  This session will focus on chapter insurance issues, such as professional, general, and event liability.

Disclaimer: SIOR and NAR do not provide specific insurance advice for all chapters.  SIOR advises chapters to seek insurance professionals for specific requirements applicable to each chapter’s activities. 

10:45-11:45 a.m. Breakout Session: SIOR Leadership and Governance Process
Facilitator: Robert Hammond, Sr. VP of Operations

Effectively governing the organization is critical to SIOR’s ongoing success strategy.  What can SIOR do to get more members involved in the leadership of the organization?  Is the current  committee model a help or hindrance to attracting new leaders?  How can SIOR turn the Leadership Conference into a “must attend” event.  Come to this brainstorming session and share your thoughts and feedback.

Noon - 1:30 p.m. 
Lunch Roundtables 
The list of roundtables will be updated as additional topics are added.

  1. Conference Education Sessions Idea Generation – Brad Kitchen, SIOR
  2. Helpful Tips from Chapter Administrators – Michelle Martin
  3. Regional Directors Best Practices* – Angela West, SIOR
  4. SIOR Foundation – Joe Barna, SIOR and Peter Whatmore, SIOR
  5. Member2Member Transactions – Michael Topp
  6. Admissions Q&A – Taylor Miller
  7. Digital Advertising – Alexis Fermanis
  8. SIOR World Conferences – Del Markward, SIOR
  9. Chapter Brainstorming: Engagement & Integration of Associate Members into Chapter Activities* – Tom McDermott, SIOR
  10. Chapter Brainstorming: Recruitment Strategies of Office Brokers* – David Liebman, SIOR

*Run for first 45 minutes only
** Run for second 45 minutes only

1:45 - 2:45 p.m. 
Breakout Session: Candidate Program 101

 Frank Schulz, SIOR, Candidate Program Task Force

Presented by Frank Schulz, SIOR, this session will be your final answer to a comprehensive understanding of the new SIOR Candidate Membership. Current and future chapter leadership will be put in the hot seat to test their knowledge of the Candidate Membership and how an applicant becomes a Candidate by answering a series of multiple-choice questions.

1:45 - 2:45 p.m. Breakout Session: Construction & Development
Speaker: Don Ossey, SIOR, 2011 SIOR Instructor of the Year 

Sustainability is a part of everyone’s life and the commercial real estate market has embraced the concept.  Pulled from the SIOR CCA Course “Construction & Development,” this session will give a brief history of Green buildings, current statistics on the market and some case studies showing how green buildings are performing.  

3 - 4 p.m. 
Council Meet & Greet Forums
Council of Chapter Presidents
Education Council
Membership Council
Standards Council

4:15 - 5:15 p.m.
General Session: Driving Excellence

Speaker: Mark Aesch

Typically at a national or state conference the keynote speaker is someone who wrote about management, has carefully studied it, or has actually done it. In Mark Aesch, you will get to hear all three.

From his boyhood lessons of growing up on a family farm in upstate New York, to leading the transformation of a public organization that had a toxic culture and was on the brink of disaster, to his role today transforming public, private and not for profit organizations across the country, Mark's message is witty, pointed and dynamic.

As an added benefit, all leadership conference attendees will receive a copy of Mark Aesch's bestselling book, Driving Excellence.

6 - 9 p.m. 
Leadership Conference Reception
Hosted by Bank of America Merrill Lynch and the Greater Los Angeles SIOR Chapter

Join Bank of America, your SIOR peers and special guests from the Los Angeles Dodgers for an exclusive night of networking—and a private viewing of baseball as game 1 of the Series begins—at Rock Sugar Pan Asian Kitchen.

Heavy hors d’oeuvres and cocktails will be served.


($) = additional funds needed
(CE) = continuing education
(*) = closed meeting / by invitation only

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