BREAKOUT SESSIONS
ROOM: GARNET ROOM: OPAL ROOM: RUBY ROOM: SAPPHIRE
10:30 - 11:25 Zillow: Premier Agent Deep Dive
Get the most out of Zillow for your business. Learn about your no cost options and Premier Agent.
Zillow: Austin Ferguson, Senior Business Consultant
Sphere Factor – Overcoming the Fear of Talking to People you Know
It’s been said that it’s cheaper to maintain a current client than find a new one, and according to NAR, almost 70% of home buyers and sellers choose their agent through a personal relationship. So why is it so hard for most agents to remain in contact with people they know? It’s time to become better at earning the confidence and trust from the people you already know and have them and their referrals think of you when it’s time to buy or sell. It’s time to understand the 4 levels of a successful business, setting up an easy-to-follow system of follow-up, and enact Operation Reach Out. This session will make you want to “reach out and touch someone.”
Sean Carpenter, Sean Speaks, LLC
IQ Office – Creating & Maintaining Client Relationships Through Technology
The National Association of Realtors says that most people find their agent through a personal referral. It is more important now than it ever was to maintain your relationships with your clients and stay top-of-mind and deliver the tools that buyers and sellers want during the process of moving.
RealistiQ: Lyle Karstensen, CEO
Tax Planning for Real Estate Agents: Tax Show Top 10
Most real estate agents and brokers receive income in the form of commissions from sales transactions. You’re generally not considered an employee under federal tax guidelines, but rather a self-employed sole proprietor, even if you’re an agent or broker working for a real estate brokerage firm. This self-employed status allows you to deduct many of the expenses you incur in your real estate sales or property management activities. Careful record keeping and knowing your eligible write-offs are key to getting all of the tax deductions you’re entitled to.
UHY Advisors: John Gallo, Principal; Preston Bencsik, Manager
11:30 - 12:25 Meet the CBx Technology Suite
This exclusive set of products, created to empower agents, will change the way you sell and list homes using big data that makes sense. In every facet of our industry, Coldwell Banker Real Estate LLC sets the standard for innovation, expertise and support. CBx Seller Leads: Predict your next listing! CBx Listing Experience: Win Listings! CBx Buyer Locator: Find Buyers!
Coldwell Banker: Zoë Horneck, VP, Product Marketing and Communications
Building a Better Buyer; The Power of a Good Buyer Counseling Session
In today’s low-inventory market, the last thing you need to be is a “PopTart” agent. If you’re tired of running around with uncommitted customers, maybe it’s time you started diagnosing people’s issues before you try to prescribe a cure. This session looks at the 5 reasons to hold a buyer counseling session, the forms, and dialogues to create a trustworthy relationship and how to turn your “lookers” into buyers.
Sean Carpenter, Sean Speaks, LLC
Understanding the Benefits of VA Home Financing
The stumbling blocks and lengthy processing time formerly associated with VA financing are a thing of the past. So what remains then? Together, we will go over the benefits and details of VA Home Financing in order to grow your knowledge and therefore, strengthen your ability to help all of your Buyers find their dream home! Join us in proudly serving those who serve!
Gold Star: Marty Schaefer, Branch Manager
Tax Planning for Real Estate Agents: Tax Show Top 10
Most real estate agents and brokers receive income in the form of commissions from sales transactions. You’re generally not considered an employee under federal tax guidelines, but rather a self-employed sole proprietor, even if you’re an agent or broker working for a real estate brokerage firm. This self-employed status allows you to deduct many of the expenses you incur in your real estate sales or property management activities. Careful record keeping and knowing your eligible write-offs are key to getting all of the tax deductions you’re entitled to.
UHY Advisors: John Gallo, Principal; Preston Bencsik, Manager
Working Lunch Breakouts 12:30 - 1:30 A Conversatin with Liz Gehringer
Located in Crystal/Onyx
Got a question about Coldwell Banker or the industry? Find out the answers to that and more.
Coldwell Banker: Liz Gehringer, COO
IQ Office – Creating & Maintaining Client Relationships Through Technology
The National Association of Realtors says that most people find their agent through a personal referral. It is more important now than it ever was to maintain your relationships with your clients and stay top-of-mind and deliver the tools that buyers and sellers want during the process of moving.
RealistiQ: Lyle Karstensen, CEO
Understanding a Residential Appraisal
The objective of this presentation is to familiarize the Realtor with the basic principals and procedures as related to residential appraising. This includes discussions of applicable USPAP rules, along with illustrations of common “myths” as they relate to FANNIE MAE guidelines. This presentation will also provide an insight into the FNMA Collateral Underwriter, a computerized method of reading and interpreting mortgage appraisals. It concludes with a HUD, FHA checklist as well as misconceptions between Realtors and Appraisers under A.I.R (Appraisal Independence Regulations)
Equity Solutions: Hugo Garofalo, CEO; Rick Davis, COO, Blair Dingeman, V.P.
1:45 - 2:40 Coldwell Banker Women in Leadership
Women make up more than two-thirds of all the real estate agents in the United States. But that number drops rather dramatically when you look at the percentage of women at the Broker/ Owner level. Real estate can be a rewarding career for women. From our Coldwell Banker® Women in Leadership initiative to our recognition as a winner of The Women’s Choice Award®, the Coldwell Banker brand is dedicated to making sure that women have opportunities for career growth; and that there is a path to ownership and leadership for the women who want it.
Coldwell Banker: Zoë Horneck, VP, Product Marketing and Communications
Getting in Tune with Your Audience; What Real Estate Rock Stars Can Learn from Real Rock Stars
Plug into the passion, power and positive message in this tour-de-force session that will have attendees tapping their toes and taking a trip through the history of Rock & Roll. Learn what the legends of music and the best of the real estate industry have in common and it’ll surprise you how similar the two career paths are. From the basic instruments to building a band, telling a story, or taking the stage with confidence, there’s a lot more in common between the rockers and Realtors than you would think.
Sean Carpenter, Sean Speaks, LLC
Understanding a Residential Appraisal
The objective of this presentation is to familiarize the Realtor with the basic principals and procedures as related to residential appraising. This includes discussions of applicable USPAP rules, along with illustrations of common “myths” as they relate to FANNIE MAE guidelines. This presentation will also provide an insight into the FNMA Collateral Underwriter, a computerized method of reading and interpreting mortgage appraisals. It concludes with a HUD, FHA checklist as well as misconceptions between Realtors and Appraisers under A.I.R (Appraisal Independence Regulations)
Equity Solutions: Hugo Garofalo, CEO; Rick Davis, COO, Blair Dingeman, V.P.
Zillow: Premier Agent Deep Dive
Get the most out of Zillow for your business. Learn about your no cost options and Premier Agent.
Zillow: Austin Ferguson, Senior Business Consultant
2:45 - 3:40 IQ Office – Creating & Maintaining Client Relationships Through Technology
The National Association of Realtors says that most people find their agent through a personal referral. It is more important now than it ever was to maintain your relationships with your clients and stay top-of-mind and deliver the tools that buyers and sellers want during the process of moving.
RealistiQ: Lyle Karstensen, CEO
Win It Before You’re In It – Ten Steps to Get the Listing Every Time
Sure, you might not lose a listing opportunity before you show up but what if the sellers have already chosen you as their agent before you’ve arrived at the listing appointment? Having a systematic plan-of-attack can make a big difference in getting your next client hiring you…at the right price…and the right commission.
Sean Carpenter, Sean Speaks, LLC
First Time Home Buyer: Knowing Your Options
Purchasing a home is one of the most important decisions our Buyers will make in their lifetime and they deserve the best possible guidance from professionals who will be by their side every step of the way. There are many first-time home buyer program options out there and we can explore them together. Our passion for exceeding expectations is the heart of why we’re able to build lifelong customer relationships, one great financing experience at a time.
Gold Star: Jeanna Carey, Senior Loan Officer
Leverage Coldwell Banker Tools for Personal Marketing
The national Coldwell Banker brand has created a plethora of resources agents can use to build their personal brands and market themselves to past, present, and future clients. Get the most out of your CB affiliation by leveraging these tools to build your business!
Coldwell Banker: Stephen Meadows, Brand Ambassador
4:00 - 5:00 The 3 C’s of Social Media Branding
Social media branding goes beyond simply sharing your listings on Facebook and telling people you sell real estate. In order to truly build a memorable brand, you must create value and be a trusted resource for helpful and engaging information. These 3 “C’s” will help you create a lasting impression that can lead to raving fans.
Coldwell Banker: Stephen Meadows, Brand Ambassador
Give ‘Em Something to Talk About; Creating a Better Story for Success
Today’s consumers have high expectations. If you want to be a star these days, you need to find ways to exceed their expectations. It’s one thing to tell a good story about who we are and what we do but it’s even better when that story can be told by others. If one person tells one more person, and that person tells another, the word of mouth can create a ripple effect of success. Learn what the best brands, companies, and brokers are doing to go beyond delivering great service to create a memorable experience. An experience worth talking about.
Sean Carpenter, Sean Speaks, LLC
IQ Office – Creating & Maintaining Client Relationships Through Technology
The National Association of Realtors says that most people find their agent through a personal referral. It is more important now than it ever was to maintain your relationships with your clients and stay top-of-mind and deliver the tools that buyers and sellers want during the process of moving.
RealistiQ: Lyle Karstensen, CEO
REAL Producers Panel
Learn how you can thrive in today’s Real Estate Market. As the market continues to evolve, it is critical for agents to capture and maintain market share. Join the REAL Producers and learn how some of the CBWM Family of Companies outstanding agents are handling the current market. Walk away with some insider tips on how to be a multi-million dollar producing agent.
TBD

©2019 Coldwell Banker Weir Manuel Family of Companies. All Rights Reserved. Coldwell Banker Real Estate LLC fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. Each Office Is Independently Owned And Operated. Coldwell Banker and the Coldwell Banker Logo are registered service marks owned by Coldwell Banker Real Estate LLC.