Welcome to Women’s Council of Realtors€¦ · 7 7 2 - 9 1 9 - 1 3 8 5 , j ul i a @ j ul i a s a...

Agenda for August 17, 2018

Canopy Creek, 5:30 – 7:00 PM

New Members Reception & Orientation “Benefits of Belonging”

I. Welcome! II. Introduction of New Members III. Women’s Council of Realtors Mission Statement, Vision and Goals IV. Value of Women’s Council of Realtors Membership – Video V. Distribution and Explanation of Orientation Package VI. Display and overview of WCR.ORG website, Referral

Network, and e-Connect Newsletter

VII. PMN Designation “Performance Management Network” – Description of courses and designation – Video

VIII. Local Network Website & Facebook; Florida State, too!

IX. Upcoming Programs & Events – September 12, October 11,

November 8 X. Questions and Answers

Welcome to Women’s Council of Realtors

Stuart-Martin County!

2018 Network Governing Board

President: Katey Bourgeois 772-444-6989, [email protected]

President Elect: Lorna Moodie

772-872-2102, [email protected]

Director of Membership: Charlie Holmes


Treasurer: Peggy Hornick


Program Director: Lynn Pinkerton


Secretary: Stephanie Rozansky


Membership Project Team Leader: Celia Lucente 772-204-0817, [email protected]

Strategic Partners/Sponsorship Project Team Leader: Nicole Mier


Immediate Past President: Julia Sansevere


Women's Council of REALTORS® Values

▪ The Power of Relationships—Success in business today is achieved through positive, productive relationships. The Women's Council of REALTORS® provides an environment of collaboration in which members can form, build and maximize relationships for business and personal success. When members share their time, talent and experience, the entire industry is advanced.

▪ Professional Credibility—Members of the Women's Council of REALTORS® are established career professionals. We operate based on a shared value system of integrity, respect, consistency and a commitment to excellence and continuous development.

▪ Diversity—The membership experience is enriched through the celebration of and active outreach to the full diversity of our industry. At the same time, the strength of the organization lies in what unites us all - our shared values.

▪ Participation—Active participation increases membership value. Participation in the Women's Council of REALTORS® is the opportunity to contribute to change, and to be changed, personally and professionally.

▪ Success—Success in business brings credibility, influence and greater opportunity. For women, especially, wealth creation through business success also leads to long-term financial security, greater independence, and more quality of life choices.

▪ Influence—Positive change will come from the greater inclusion of the women's perspective in positions of influence in the real estate industry and in the broader community.

Networking and Referrals Your Women’s Council membership will open up a whole new world of networking opportunities through Local, State and National Network Programs and Special Events. In addition, the backbone of our member network is our online Member Search. Each member receives a Member Expertise Profile online to capture industry involvement and community leadership, as well as professional specializations and education. This is a free form of personal advertising that will be used to determine a member’s area of expertise for referrals, speaking and interview opportunities, organization appointments and more. If you are already a member, simply log in now and visit Update My Member Expertise Profile. Support System At Women’s Council, you’ll experience a support system like no other. You’ll belong to a network of 16,000 motivated real estate professionals who understand that you’re never too experienced to learn something new or too successful to provide sound advice to your peers. eConnect Newsletter As the official voice of Women’s Council, eConnect includes profiles of the most influential women in real estate, as well as the latest practical tips and techniques on growing your business. This digital newsletter is e-mailed to Council members monthly. Advertising Opportunities Women’s Council's Business Services Discount Program

Enjoy significant savings on products and services you use every day Best part, it’s completely FREE. No fees, no obligations – just great savings!

Offers Include:

▪ Office Depot: up to 80% off office essentials ▪ ADP: up to 20% off payroll services ▪ WellCloudMD: 24/7 telemedicine & health discounts ▪ FedEx Ground: up to 54% off express & ground shipping ▪ Transworld: unbeatable collection agency pricing ▪ Hotel Specials: up to 35% off 60,000 hotels & travel tools ▪ USPAY: credit card processing rates less than 1% ▪ LifeLock: 15% off identity theft protection ▪ Backblaze: 10% off data & file backup services ▪ AccountingDepartment.com: discounted online accounting services ▪ EarthLink: up to 25% off business services ▪ Insurance Marketplace: affordable health, life, supplemental insurance benefits ▪ AmTrust Solutions: 10% off business identity management services

Performance Management Network

As Women’s Council’s official REALTOR® designation, the Performance Management Network provides the real-world skills that you need to face in an evolving market. Designed by some of real estate’s best and brightest minds, our courses dig deep into the hot topics that are driving the market and shaping your business.

PMN Designation Requirements

Following are the requirements to obtain Women’s Council of Realtors Performance Management Network Designation, which is an official REALTOR® Designation. 1. Must be a REALTOR®, REALTOR-Associate® or REALTOR® Association Executive. 2. Must successfully complete at least three Performance Management Network courses.

▪ "Effective Negotiating for Real Estate Professionals" ▪ "Networking & Referrals: Building Business and Profit" ▪ "The Business of Your Business: Formula, Financials, Function & Freedom" ▪ "Harnessing the Power: Skills Based Performance Management" ▪ "NAR’s At Home with Diversity" *

* To receive credit for “At Home with Diversity,” you must submit a copy of your certificate via fax to Women’s Council of Realtors' Education Department at 312-329-3290. 3. Must submit documented evidence of closed referral transactions (sales) within the past 24 months totaling 30 points as follows. Examples of documentation include company referral form, copy of check, client lists or signed statement from broker. Be sure to include closing date and information.

▪ To/from another national Women’s Council member - 10 points each ▪ To/from a non-Women’s Council REALTOR® ** - 5 points each ▪ From a client - 2 points each

** Recruit this REALTOR® to become a national Women’s Council member and double the points earned. Members eligible for the designation who do not list or sell, including real estate trainers, managers or REALTORS® in affiliate positions, may satisfy this requirement by recruiting three REALTORS® to join Women’s Council of Realtors as national members.

Thank you for joining. You’ll be glad you did. Welcome to the Family!

2018 Year at a Glance Here is a tentative list of dates to mark in your

calendar for another year of success with Women’s Council of REALTORSⓇ.

January

● Jan. 9-11: Great American REALTORⓇ Days in Tallahassee ● Jan 10: Governing Board Meeting ● Jan. 11: Soaring into the New Year ● Jan. 24-27: Florida REALTORSⓇ Mid WInter Business Meetings in Orlando

February ● Feb. 8: Love Your Taxes

April ● April 11: Governing Board Meeting ● April 12: Builder’s Progressive Lunch

May ● May 4: Real Estate BarCamp ● May 14-19: NAR REALTORⓇ Party Convention and Expo in Washington, D.C.

July ● July 12: Governing Board Meeting ● July 12: President’s Dinner ● July 13: District III Conference

August ● Aug. 8-11: Florida REALTORSⓇ Convention and Expo in Orlando

○ Convention - Education and Expo: 8-9 ○ Governance: 10-11

● Aug. 17: Members-Only New Member Orientation Event September

● Sept. 12: Florida REALTORSⓇ Convention Recap & Women’s Council Officer Elections October

● Oct. 1: Governing Board Meeting ● Oct. 11: 12th Annual Purse Auction ● Oct. 17: Purse Auction Wrap Up Meeting ● Oct. 31-Nov. 5: NAR Annual Governance Meetings, Conference, and Trade Expo in

Boston, MA. November

● Nov. 8: Governing Board Meeting ● Nov. 8: Property Appraiser’s Update & Awards

December ● Dec. 13: Holiday Party & 2019 Officer Installation

Top Ten List of “Why I Joined Women’s Council of REALTORS”

#10 - Katey Bourgeois, President “I joined Women’s Council for personal and

professional development, and Women’s Council is working for me.”

#9 - Lorna Moodie, President-Elect "I joined Women's Council of Realtors because of

the professional education, networking, an opportunity to serve and Women's Council is

working for me."

#8 - Lynn Pinkerton, Past President, Program Director “As a Past President, I

re-joined Women’s Council because I knew the benefits that it would provide for me for

enhancing my personal and my professional career, and Women’s Council is working

for me.”

#7 - Charlie Holmes, Membership Director “I joined Women’s Council to make more

deals, and Women’s Council is working for me.”

#6 - Stephanie Rozansky, 2018 Secretary “I joined Women’s Council to build

relationships with more Realtors, and Women’s Council is working for me.”

#5 - Peggy Hornick, 2018 Treasurer “I joined Women’s Council to align myself with

like-minded professionals who support each other in their businesses and Women’s

Council is working for me.”

#4 - Tara Biek, Marketing Team Leader “I joined Women’s Council to express my

creativity, and Women’s Council is working for me.”

#3 - Nicole Mier, Strategic Partners, Project Team Leader “I joined Women’s Council

to network with great Realtors and industry professionals to help their clients with all

their insurance needs, and Women’s Council is working for me.”

#2 - Celia T. Lucente, Membership, Project Team Leader “I joined Women’s Council

to forge working relationships with professional and community centric Realtors and

Strategic Partners, and Women’s Council is working for me.”

#1 - Julia Sansevere, Immediate Past President “I joined Women’s Council for the

camaraderie and leadership skills, and Women’s Council is working for me.”

Program Agenda Thursday, June 14th

Healthy Living for Your Brain and Body: Tips from the Latest Research

OUR MISSION: We are a network of successful REALTORS® advancing women as professionals and leaders in business,

the industry, and the communities we serve.

Guest Speaker

Erick Anderson, RN

Alzheimer’s Association Volunteer

2018 Platinum

Strategic Business Partner Peggy Hornick

Celia T. Lucente

Dream Big. Take Action. Celebrate Success 11:30 Registration, Purposeful Networking

12:00 Call to Order - Katey Bourgeois

12:02 Pledge of Allegiance - Linda Daniel

12:04 Inspiration - Katey Bourgeois

12:07 Welcome Members & Guests - Katey Bourgeois

12:12 Recognition of State & Local Strategic Partners - Lorna Moodie

12:17 Introduction of Guest Speaker - Lynn Pinkerton

12:20 Healthy Living Presentation - Erick Anderson, RN

12:50 Early Bird Drawing and Wrap Up - Katey Bourgeois

1:00 Meeting Adjournment - Katey Bourgeois

2018 Silver

Strategic Business Partners

Tara Biek Bill Dean Susie Sopko & Jessica Zyak

Sherri Green Anna Valencia Tillery

Next Meeting, Friday, July 13th - District III Conference

THANK YOU TO OUR 2018 FLORIDA STATE STRATEGIC BUSINESS PARTNERS! DIAMOND - ERA Grizzard Real Estate, Florida's Power House Inspection Services Group, Orlando Regional REALTOR®

Association PLATINUM - Movement Mortgage, Two Men And A Truck, Wells Fargo Home Mortgage

GOLD - Rabell Realty Group, Women's Council of REALTORS® Orlando Regional SILVER - HouseMaster Home Inspections, Hughes-Arrow Exterminators-Nader's Pest Raiders, Scott & Gia Arvin - Matchmaker

Realty, USA Home Inspections, Inc., Women's Council of REALTORS® Naples-On-The-Gulf BRONZE - Angela Territo Training & Coaching LLC, Arrowsmith Realty, Atlantic Bay Mortgage Group, Bourgeois Real Estate Group - Katey Bourgeois, Christine Citrano P.A. - Downing-Frye Realty, HALO - Home Access Lease Opportunity, HAUS Real

Estate, Janna Thomas - Bank of England, Keith Furrow & Associates Realty - Gulf Breeze-Navarre-Pensacola, Nan Harper w/Harper-Pinzino Island Realty, Nu World Title, Old Republic Home Warranty, Paige Brewer - The Daytona Real Estate Paige,

Peggy Hall - Realtor® Brevard County, Real Estate Sales Force - Dinorah Guerra, REALTORS® Property Resource (RPR), Rory Dubin, Broker Support Manager - EXIT Real Estate Gallery, Southern Title, Third Federal Savings & Loan, Women's Council of

REALTORS® Daytona Beach Area, Women's Council of REALTORS® - Jacksonville, Women's Council of REALTORS® - Miami-Dade, Women's Council of REALTORS® - Stuart-Martin County

• Past President Advisory• Candidate Review

Governance Structure

President‐electREALTOR®

Education ChairREALTOR® or

National Affiliate

Recruitment & Retention Chair

REALTOR® or National Affiliate

SecretaryREALTOR®

TreasurerREALTOR®

or National Affiliate

Program DirectorREALTOR®

Membership DirectorREALTOR®

or National Affiliate

President REALTOR®

Automatically advances from President‐elect

Project Team

• Budget & Finance• Fundraisers

•Member Ambassadors• Industry Outreach

•Marketing• Strategic Partner Outreach

Project Team

Project Team

Project Team

3

PROJECT TEAM EXAMPLES:

Women’s Council of REALTORSⓇ Stuart-Martin County 2018 Project Team Responsibilities

Program and Events Project Team ● Plan business resource programs that will increase your member’s productivity and

income. ● Plan and develop programs for Network meetings consistent with the needs of the

members. The impact of the Women’s Council of REALTORSⓇ on the members increases when each Local Network provides meaningful education for a more professional and successful career in real estate.

● Carry out program plans completing arrangements for speakers, panelists, etc. ● Evaluate programs’ impact and success. ● Inform members of educational opportunities offered by the Local Board, State

Association, NAR Affiliates, and by nearby educational institutions. Finance and Budget Project Team

● Prepare an annual budget for approval by the Governing Board. ● Review budget and actual expenditures with the Treasurer as needed. ● Plan and conduct fundraising programs as needed, including funds to enable the Local

President and President-Elect to attend national meetings. Membership Project Team

● Plan a Network membership campaign that encourages and challenges members to recruit new members.

● Plan for recognition of new members at Network meetings and online. ● Retain existing members and re-recruit “dropped” members. ● Notify National WCR of changes of status or address of members. ● Compile and send a print, email, or web based Network Roster to all members. ● Before distributing membership applications to prospective members, complete the dues

amounts on the application and the name of your Network. These steps will ensure speedier and more accurate processing by the National Women’s Council of REALTORSⓇ.

● Pre-qualify candidates for National Strategic Partner membership - make sure your Network is under the 30% limit and the individual holds membership in a Local Board of REALTORSⓇ.

Nominating Project Team / Candidate Review Project Team ● Fulfill obligations of Network bylaws Article VIII Nominations. Must be elected at Annual

Election Meeting to serve the following calendar year. Service on this project team is limited to REALTORⓇ/REALTOR-AssociateⓇ members.

Ways and Means Project Team

● Assumes from Finance & Budget Project Team the responsibility to conduct fundraising programs.

● Raises funds to enable the officers to attend national and state meetings. Marketing Project Team

● Promote and maintain a favorable image of the Women’s Council of REALTORSⓇ in the eyes of our various publics.

● Prepare and submit media releases to publicize Network activities and achievements as required.

● Plan and prepare communications (meeting notices, newsletter) for the membership. ● Coordinate a photographic or video record of Network activities, for history and publicity.

Strategic Planning Project Team (Option of Network) Special Project Teams (Network’s Choice) Special Project Teams must not consist of fewer than three (3) members. Audit Project Team

● Conduct an audit of the Treasurer’s records at least two weeks prior to the final Network meeting of the year and report on the completed audit.

Awards and Recognition Project Team

● Plan and coordinate visible symbols of appreciation. Hospitality Project Team

● Welcome newcomers to Network meetings and introduce them to the members. ● Encourage unity and friendship within the Network. ● Communicate on behalf of the Network with members who are ill or bereaved.

Newsletter Project Team (May be handled by Marketing Project Team instead.) Reservation/Attendance Project Team

● Record reservations for Network Meetings and report as required. In some Networks, arrange meeting place and menu, responsible for reservations equaling guarantee.

● Maintain attendance records. “Contact” Project Team

● Plan and coordinate (telephone/email/mail) dissemination of necessary information to Network members.

Member of the Year Award Project Team

● Leader is award recipient from previous year. Project team selects recipient following guidelines and dates established by State Member of the Year Project Team if the Local Network intends to submit that name to the State project team for consideration as State Member of the Year.

Entrepreneur of the Year Award

● Award winner is selected by a special project team chaired by the most immediate past president able to serve. Current LCP serves and appoints 3 REALTORⓇ/REALTOR-AssociateⓇ members and 2 REALTORⓇ/REALTOR-AssociateⓇ alternates. The Project Team will distribute a Call for Nominations at meetings, in network newsletter, on website, etc. The Project Team must submit name of award winner as well as the winning member’s award application form to National Women’s Council of REALTORSⓇ by December 1. See Awards criteria online in Chapter Tools.

Social Media/Technology Project Team Network Website Project Team

POSITION President

General Oversight/Scope of Duties: Provides leadership and direction for the Network, keeping her team focused on the mission of the Council and the Network business plan. Acts as the local voice for the Women’s Council brand, articulating the value of the Network, representing the Network with related groups, and setting the tone for active member involvement.

Major Responsibilities:

● Preside over focused, productive meetings of the Governing Board and membership

● Work with the Governing Board to develop, implement and monitor the Network

Business Plan

● Encourage and inspire members to get involvement, and recognize contributions

● Cultivate development of future leaders for the Network

● Mentor, train, support and provide leadership opportunities for the President-elect to

facilitate a smooth transition in leadership

● Build and maintain relationships with the Local Association and related industry and

community groups

● Work with the Governing Board to evaluate Network progress and performance on

stated goals, ensuring, in particular, quality Network programs and services

● Support Program Director and Membership Director in delivering quality programs and

building and retaining a solid base of REALTOR® members

● Appoint the Program Director and Membership Director, with ratification by the

Governing Board

● Appoint a Program Chair and/or Membership Chair, as needed to support the

Program and Membership Directors, with ratification by the Governing Board

● Ensure compliance with all State and National reporting requirements

● Represent the local Network at State and National meetings

Important Relationships – INTERNAL

● Network membership

● Network Strategic Partners

● State Network leadership

● Governing Board

● Project Team leaders

● President-elect

Important Relationships – EXTERNAL

● Local REALTOR® Association

Executive and elected leadership

● Related real estate organization

leadership

● Appropriate staff/leadership of

community groups

Criteria/Qualifications

● Must be a REALTOR® member in

good standing

Ideal Skills/Experience

● Team management

● Communication skills

● Delegation

● Meeting management

● Previous leadership experience within

or outside of Women’s Council

● Planning and organization

● Conflict resolution

POSITION President-elect

General Oversight/Scope of Duties: Supports the President in fulfilling her duties, builds leadership skills and prepares to assume the presidency. Develops and maintains productive relationships with Strategic Partners to ensure satisfaction and support for Network activities.


● Fulfills duties of the President as needed, and assists with running efficient and

productive meetings.

● Cultivates and manages relationships with Strategic Partners, ensuring a high level of

satisfaction and appropriate benefit levels and packages.

● Assists the President in tracking Network progress and performance, identifies areas

for continued improvement and considers related goals for inclusion in the Network

Business Plan in the coming year.

● Appoints the Secretary, with ratification by the Governing Board.

● Supports accomplishment of Network Business Plan goals and priorities.

● Encourage and inspire members to get involved, and recognize contributions

● Cultivate development of future leaders for the Network

• Attends Women’s Council Leadership Academy as part of preparing to take on the

presidency

• Attends National and State Women’s Council Meetings, depending on budget and

personal finances.

● Works with the incoming President-elect to ensure a smooth transition in leadership


● President

● Governing Board


● Project Team leadership

● Strategic Partners



● As needed to support the President



good standing

● Preference for members of the Local

Network with a minimum of one year

tenure


● Team management


● Delegation

● Meeting management

● Previous leadership experience within

or outside of Women’s Council

● Planning and organization

● Conflict resolution

POSITION Secretary

General Oversight/Scope of Duties: Ensure proper reporting and Network compliance with all state and federal laws and

regulations impacting non-profit organizations.


● Maintains Network bylaws and standing rules.

● Oversees Credentials Project Team to ensure proper election protocols, and reports

results of election to National Women’s Council by November 1 each year.

● Ensures accurate minutes are taken at each Governing Board meeting, and

maintains all official records of the Network.

● Ensures accurate minutes are taken at Membership meetings when votes are taken

for bylaws amendments and for elections.


personal finances.


● Governing Board (regular reporting)








good standing


● Planning and organizing skills


● Operating as part of a team

POSITION Treasurer

General Oversight/Scope of Duties: Ensures strategies and systems are in place to support the financial health and integrity of the Network. Ensure proper reporting and Network compliance with all state and federal laws and regulations impacting non-profit organizations.


● Maintains Network financial records, tracks transactions, and reports regularly on

Network financial performance.

● Handles receipts and disbursements, ensuring proper controls in place.

● Works with the Governing Board to develop proposed annual budget.

● Ensures Network state and federal taxes are filed annually, and provides full support

for Network financial reviews.


personal finances.


● Governing Board (regular reporting)






● CPA/tax professionals


● REALTOR® or National Affiliate

member in good standing


● Bookkeeping/accounting background

and/or related experience




POSITION Program Director

General Oversight/Scope of Duties: Ensures the development and delivery of timely, relevant, business-oriented Network educational and networking events that attract a high level of participation from members and the industry at large.


● Produces four Network industry events.

● Coordinates and implements marketing strategies for a high level of exposure for

Network events within the industry.

● Develops and manages systems to routinely scan the industry environment to identify

business needs and issues.

● Produces a minimum of two additional events focused on member networking and

relationship building.

● Manages Program Chair and Project Teams as needed to accomplish tasks.

● Monitors and evaluates success of all programs and events and reports to the

Governing Board.


personal finances.


● Governing Board




● Program Chair


● Local REALTOR® Association, other

real estate related groups, community

groups (for collaborative

programming)

● Potential speakers


● REALTOR® member in good

standing

Ideal Skills/Experience ● Planning and organizing skills

● Networking and communication skills

● Environmental scanning

● Delegation

● Program development


POSITION Membership Director

General Oversight/Scope of Duties: Conducts an aggressive outreach strategy to communicate the value of the Network and the Women’s Council brand, engaging prospective, new and renewing members.


● Develops and implements a member recruitment and retention strategy to grow the

REALTOR® membership base within the Network.

● Supports and follows through on all National Council membership marketing

campaigns.

● Works with the Governing Board to establish membership recruitment and retention

goals as part of the Network Business Plan.

● Oversees implementation of a new member welcome and orientation strategy, as well

as a first-year member communication strategy, using tools and resources provided.

● Oversees implementation of a member communication ‘drip’ system, using tools and

resources provided.

● Monitors and supports development of Strategic Partner benefits packages.

● Manages Membership Chair and Project Teams as needed to accomplish tasks.

● Monitors and evaluates success of all membership development and outreach efforts

and reports to the Governing Board.

● Monitor membership reports received from National Women’s Council for accuracy,

and follows up on any discrepancies.


personal finances.


● Network new members

● Network renewing members

● Governing Board



● Membership Chair


● Prospective members

● Local REALTOR® Association


● REALTOR® or National Affiliate

member in good standing



● Networking and communication skills

● Delegation

● Strategy development


Welcome to Women’s Council of Realtors€¦ · 7 7 2 - 9 1 9 - 1 3 8 5 , j ul i a @ j ul i a s a...

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Transcript of Welcome to Women’s Council of Realtors€¦ · 7 7 2 - 9 1 9 - 1 3 8 5 , j ul i a @ j ul i a s a...