INTRODUCTION• On behalf of the

Louisiana CCIM Chapter we are pleased to submit the following President’s Cup Presentation. 2008 was a greatyear for Louisiana CCIM.

Executive Summary• Overall, 2008 was a record year for 2008:

– Chapter was a 2007 President’s Club winner and a 2008 Chapter of Excellence

– Membership is at an all time high of 272 members– 2008 Chapter budget will be approximately $108,000– Current cash reserves stand at $98,000– Sponsorship stands at a record $20,300– Six luncheons were offered in 2008 and the primary focus was to

education membership and recruit new members– The chapter encourage participation by hosting a bus tour to feature

new development throughout the City of New Orleans (areas effected by Katrina) as well as the annual Golf Tournament.

– Numerous social events were hosted by the Chapter during the CI classes to provide networking opportunities and recruit new members.

Executive Summary– The Chapter offered 3 CI Classes with record attendance in each.– 4 Advanced Educational classes including REI Wise, STDB and a

Negotiations Class were offered.– Several networking programs in conjuction wit the CI classes as well

as other organization including IREM and CID Baton Rouge were hosted by the Chapter.

– A Candidate Guidance class was offered to the 13 designees.– The Chapter made contributions to several local industry events as well

as to the Susan Komen Foundation.– Three CI 1010 Scholarships were offered as well as a fully funded

endowed scholarship in the name of Barry H. Spizer.– A new program was featured as the chapter hosted a Past President’s

lunch.– Several public relations ads were featured in local business trade

magaiznes throughout the State of La to recruit new members and encourage candidates to become designees.

GOALS FOR 2008• One of our main goals for 2008 was to increase Chapter activity

throughout the state. • Programs throughout the State of Louisiana• Educational. Offer advanced education opportunities state wide• Increased Membership• Finances• Advertisement of CCIM designation via local media• Sponsorship Involvement• Community Involvement• Participation via networking events for existing members, non

designees and Past President’s Involvement• Candidate Guidance and Recruitment of new members • Recognition of the Louisiana CCIM Chapter throughout the State

Officers and Directors

Officers

PresidentKirsten Early, CCIM

President-ElectCres Gardner, CCIM

Secretary/TreasurerCarmen Austin, CCIM

Ex OfficioKarl Landreneau, CCIM

Programs - 20082008 Calendar of Events

Chapter Events*Wednesday, February 20 – Chapter Networking Social, Pontalba Building, 5:00 pm

Wednesday, March 19, 2008 - First Quarter Luncheon, Andrea’s, 11:30 am*Thursday, March 20, 2009 – CCIM/Baton Rouge CID/IREM Luncheon Juban’s Restaurant– Baton Rouge, La,

12:00 *Tuesday, April 22 – CCIM/CID Crawfish Boil – Mike Anderson’s - Baton Rouge, La 5:00 pm Thursday, May 29 – CCIM Bus Tour New Format Forum, 11:00 a.m., New Developments

*July 16th CCIM/CID Luncheon – Lafayette, Louisiana, Noon*Friday, July 25th – Election Luncheon, Zea Rotisserie, St. Charles Avenue, 11:30 am.

*August CCIM/CID Luncheon – Shreveport, Louisiana *Friday September 19th – Third Quarter Luncheon, Lakeside Shopping Center (Hosted by Feil Organization), noon

Monday, September 29 - Golf Tournament, Baton Rouge, 11:00 a.m.Friday, November 7 – CCIM Symposium 8:30 a.m. – 12:30 p.m.

*Thursday, December 4 – 2008 Officers Installation Dinner, location tba, 5:30 pmEducation

CI 104 February 18 - 22 First American BankSTDB March 12 NOMAR OfficeCI 102 June 16 – 20NOMAR OfficeCI 101 November 10 – 14 NOMAR Office

State VisitsApril 17 (Wednesday) – Baton Rouge TRENDS

May 7 (Wednesday) – Mike Lipsey Seminar – Lake CharlesMay 8 (Thursday) – Shreveport TRENDS

Mark Your Calendars ….April 7 - 11 National Mid Year Meetings – Newport Beach, CA

August 25 -27 Chapter Office Training - Chicago, ILOctober 13 - 17 National Annual Conference & Business Meeting – Chicago, IL

"Membership and active participation forms the bridge to networking and knowledge which are so vital to success in the commercial real estate industry."

Board of Directors• Monty Warren, CCIM – Education Chair• Whitney Greene, CCIM – Candidate Guidance• Ty Gose – Designation Promotion• Ray Baas – Programs Committee• Dan Voorhies – Programs & Networking• Susan Wallace – Historian• Kirsten Early & Cres Gardner – Membership

Committee

Membership

• The Louisiana CCIM Chapter had its second year of the unified dues billing.

• Membership from 2007 to 2008 increased by 31 members. In past years the membership listed provided by national had to be closely watched as members were displaced due to hurricane Katrina and some retained their membership in other markets outside of Louisiana.

2008 Officers Kick Off the Year• The 2008 Officers kick off in Newport

Beach, California.

Programs and Participation

• Annual Fall CCIM Symposium. “Economic Development” theme. Over 100 attendees and 45 CCIM’s attended the program

Programs and Participation • After over 30 years, a new

Sheriff was elected into office. It was a monumental moment in Jefferson Parish.

• Sheriff Newell Normandspoke to the Chapter on his new position as Sheriff.

Programs and Participation• Over 26 members attended the

CCIM Bus Tour. The program featured new developments in areas that were affected by Hurricane Katrina

– LSU / VA Project – Reinventing the Crescent– Federal City Project– Make it Right Foundation– Global Green Project

Richard Juge, Richard Stone,Grashopper Mendoza take a break in the lower 9th ward.

Networking

• Louisiana Chapter participates with IREM in Washington, DC. Topics addressed included the National disaster reinsurance, leasehold improvements and capital gains.

Networking• Louisiana CCIM Chapter Attends “the Hill” visit in Washington, D.C.

Andy Vancherrie, Hoyt Greer, and Tye Gosewith Louisiana Senator David Vitter

Networking• Richard Juge provides a State of the

Industry of the National CCIM Institute.

• 35 members attended the event.

Public Relations

• The Louisiana Chapter congratulates the new designees for the year.

• 13 new designees in 2008.

Public Relations

• Louisiana CCIM Chapter participates in Baton Rouge Business Trends.

• A CI 101 class was provided to 1 of the 500 attendees.

Public Relations

• The Louisiana CCIM Chapter provides $1,000 in sponsorship to the annual Baton Rouge Business Trends. In addition, the chapter provided a CI 101 class to be raffled.

Education• Louisiana CCIM Chapter focused on

providing educational opportunities throughout the state of Louisiana– Three CI classes were offered in 2008

which included 101, 102 and 104 – A REI Wise Class in Lafayette, Louisiana– A Negotiations Class (Mike Lipsey) in Lake

Charles, Louisiana– A Cultural Diversity Class in New Orleans– A STDB Class in Metairie, Louisiana

Education and Scholarships• During 2008 the chapter awarded three

scholarships for the CI 101 class. The recipients were:

• Melanie Way – Latter & Blum• Michael Lang – Commercial Properties• Allison Durso – Sealy & Company

Education and ScholarshipsThe Louisiana Chapter elected to fund a second fully endowed scholarship. The new scholarship is named Barry H. Spizer, CCIM Scholarship in honor of the 2002 Past National President.

Education & Recruitment

Education & Recruitment• Jay Lucas instructing an REI

Wise and STDB Class in Lafayette, Louisiana.

• 35 attendees.

Education & Recruitment

Education & Recruitment• A Networking Class was

hosted by the Chapter in Lake Charles, Louisiana and a record attendance of 65 residential and commercial agents attended.

• The chapter received 5 new members.

Participation

Participation• The annual CCIM Golf Tournament had a record number

of golfers in 2008. The Chapter raised $8,000 for the Chapter.

Participation

• Golfers enjoy lunch hosted by the Chapter.

Networking & Recruitment• Louisiana CCIM joins

forces with Baton Rouge CID to host annual crawfish boil Baton Rouge.

Networking & Recruitment• Louisiana CCIM joins

with IREM and Baton Rouge CID to host a luncheon to provide an overview by Donald Pierson (the State Director of Economic Development).

Networking & Recruitment

Networking and Recruitment

New Programs – Past President’s Lunch

2008 Chapter Highlights

• Former Chapter President Richard Juge will be the 2010 Institute President

• Former Chapter President Karl Landreneau is a Board of Directors member and Presidential Liaison for 2009

• Former Chapter President and Institute President Barry Spizer is on the Institute Executive Committee

• Chapter was a 2007 President’s Club winner and a 2008 Chapter of Excellence

• Membership is at an all time high of 272 members

• 2008 Chapter budget will be approximately $108,000

• Current cash reserves stand at $98,000

• Sponsorship stands at a record $20,300

• We to focus on finding the next generation of chapter leaders as our board ranks are a bit thin at present.

New Program – Past President’s Lunch• Ed White – La CCIM President (1983) Receives

plaque for 25 years of service to CCIM.

Community Involvement

Chapter President participates in Mardi Gras ½ marathon and donates to Susan KomenFoundation

Networking• The 2009 CCIM board installation. • Cres Gardner, Carmen Austin and

Monty Warren

CONCLUSION• The Louisiana CCIM Chapter submitted the

following ad to be featured in the December 2008 issue of City Business to thank the sponsors, designees and the new officers in 2009

• The La CCIM Chapter deserves to be Number “1” in its category as we achieved one of the biggest goals….. We connected membership throughout the State of Louisiana by offering educational programs and networking events statewide.

Finances

The Louisiana CCIM Chapters success was reflected in a record ofsponsorship dollars and revenue for FYE 2008.

The chapter increased membership by 32 new membersThe golf tournament generated over $8,000 in revenueSponsorship dollars in 2008 totaled $20,000.Current cash reserves stand at $98,000FYE 2008 the La Chapter revenue was $130,000. The revenue generated throughout the year allowed the chapter to sponsor local educational classes, host networking events to recruit new members and connect with existing member and to assist in community development projects.

BUDGET 2008 Budget defined asrevenue

code membership9001 sponsors 18000 gold $2000, silver $1000, bronze $5009007 designees 5,250 CCIM pin holders only9008 candidates 3360 registered with nat'l only9010 affiliates 560 sponsors' employees9012 regular 2,500 Realtors but not cand. or designees

total membership income $29,670.00education

9102 101 24000 traditional fall course9103 104 180009101 102 18000

STDBtotal education income $60,000.00symposium/forecast

9204 ticket sales 2,0009203 sponsors 2,5009198 first quarter mtng 500 CCIM Lunch - Newell Norman9199 second quarter mtng (c boil) 900 Mike Anderson' - CCIM/CID crawfish boil9200 third quarter mtng 800 Election Lunch9201 fourth quarter mtng 2000 President's choice

golf tourney October 10 Baton Rouge9206 golf tournament - sponsors 15009208 golf tournament - revenue 3000

networking forums9211 retail 500 Lakeside S. Center - June 18, 2007

office9212-01 New Orleans/ Bus Tour 1000 Bus Tour May 29 - office 7 retail9212-02 Baton Rouge 1000 CCIM/IREM Lunch- March 19

Lafayette & Shreveport 2000 July - August CCIM/CIDtotal social income $17,700.00

9300 advertising9299 interest income 1000

miscellaneous incometotal miscellaneous income $1,000.00total net revenue $108,370.00expensesgeneral

9507 LREC Vendor Fee 1659522 Surety Bond Expense 1009529 legal & professional 3509510 dues notices 5009513 State filing 309516 gifts 10009519 publicity/nametags 1509525 stationary/postage 11259528 administration 84009531 miscellaneous 10009533 bank charges 5009535 conference calls 2509540 web site 1000

total general expenses $14,570.00travel

9601 mid year mtng 5,500 California9607 fall mtg 5,000 Chicago9610 sub travel (air/hotel) can be combined? 20009611 pinning dinner mtng 15009608 regional VP stipend 2509612 Leadership training 3000

misc travel 1000total travel expenses $18,250.00education

9702 101 200009701 102 170009703 104 170009806 designee course9705 scholorship differential 10009706 misc education 800

STDBeducation foundation 1000total education expenses $56,800.00social

9807 forecast 2000 November at Pan Am9798 first quarter mtng 600 crawfish boil with CID9799 second quarter mtng 1000 Mike Anderson's s9800 third quarter mtng 900 Ralph's on the Park9801 fourth quarter mtng 2000 President's choice9811 golf tourney 3000 October 10 Location TBD9814 ULI Symposium9815 retail 500

9816-01 New Orleans/Bus Tour 10009816-02 Baton Rouge 1000

Lafayette 1000Shreveport 1000

9817 misc social total social expenses 14000miscellaneous

9900 advertising 4000total misc expenses 4000total gross expenses 107,620$ NET INCOME 750$

Prepared by Kirsten Early 2/16/2009 Page 1

Conclusion

• Thank you for reviewing our submission to the 2008 CCIM President’s Cup Competition.

• Kirsten E. Early, CCIM