2015 OC Realtist Annual General Membership Meeting

Eric L. Frazier MBA President www.ocrealtist.org 12/1/2015

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General Membership Meeting  Meeting Agenda & Overview  President’s Report: The State of the OC Realtist  OC Realtist Core Values  Presentation of the 2015 Business Plan  OC Realtist Business & Marketing Plan  OC Realist Budget and Financial Forecast

 Questions and Answers

 NAREB Announcement: Mid Winter Conference  Final comment and adjournment

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President’s Report

THE YEAR IN REVIEW

Eric L. Frazier, MBA, President

The President Report  Chapter Statistical Information  Chapter Financial Position  Corporation Status and future Legal status  Review of 2014 Activities and Events

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The President Report  Changing Direction Community First  Building a Financially Sustainable Chapter  Membership Growth and value proposition  OC Realtist Core Values

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Chapter Statistical Information

Membership

Chapter Membership

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Chapter Financial Position

Immediate support is needed

Chapter Financial Position ď‚— We have zero cash in

the banks ď‚— We are in need of new leadership and funding to continue operations

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Chapter Financial Position  To date I have been personally covering the

expenses for the chapter which cannot continue  Nor have I been in position to be effective as the President without leadership support.  We need board members and leaders.

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Corporation Status

Corporation Status  The chapter formed in 2010 as the Orange County

Association of Real Estate Brokers  We have not completed our 501 c6  We are changing direction and moving our status from a 501 c6 to 501 c3  Reduce the burden of the state fees and to better position ourselves for community engagement as non profit Realtist organization

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Sustainability

Sustainability  Building a Financially

Sustainable Chapter is our challenge  In my 4 years as President I have experienced the good, the bad and the ugly  We have tried fee based education but the competition with other well financed associations is too challenging 14

Sustainability  We have tried corporate sponsorships but the

expectations are too high. Especially when constantly being compared to NAHREP and AREAA  We have tried Mixers, Golf tournaments, Gala’s and they have never been profitable

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Sustainability  Are there more things we can try? Of course there    

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are We are not lacking ideas We are not lacking the Mission or Vision of NAREB We are lacking the grassroots connection with the community We are lacking the Movement!

Sustainability  We are lacking identity  We are lacking relevance  And we are lacking people who want to be leaders  We are lacking the movement!

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Sustainability  Sustainability means Visibility  Who are we?  We are not on TV  We are not in the News  We are not known our own community  Where are we?  We are lacking the movement!

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Sustainability  Where is the movement?  At the Church  We need to get back to the Church and start the

movement to homeownership!

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Sustainability & Growth

Sustainability & Growth ď‚— Here is our strategy to achieve sustainability and

growth as a NAREB chapter: ď‚— Increase membership dues to a level that will make us

independent and not dependant on handouts from the financial sector ď‚— Not being dependant on the banks makes us better advocates for reforms in lending and banking to supports the needs of the community

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Sustainability & Growth  Increase our brand in our communities by forming

real alliances with churches and non-profit organizations who need our expertise  We are a 67 year old institution and the real estate experts in the African American community  We are to Real Estate what the Civil Rights Movement is to the NAACP and we need to own it

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Sustainability & Growth ď‚— Strengthen our value proposition as an

organization by being more engage with our members to understand the needs of their business and connect them with experts and leaders in NAREB who desire to serve as mentors

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Sustainability & Growth ď‚— Invest our money and time in

technology, call centers, and other means to drive business opportunities to our members by serving and engaging the community ď‚— Be more selective on who we allow to join the organization

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Sustainability & Growth  NAREB is not an organization you try out like a

club.  It is a movement that begin in 1947 that was a call to action to African American in a racist and segregated country. NAREB is an ad-vocation. It is not designation or certification.  It is the destination for Democracy in Housing in a never ending journey that finds itself in the rented homes of African Americans across the country who desire to achieve the dream of homeownership.

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Sustainability & Growth ď‚— It is fraternity of serious real estate professionals

who understand our history as people and desire to work in the African American Community ď‚— NAREB and the Realtist Brand is not for everybody but it is for anybody who is committed to community service.

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Changing Direction

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Changing Direction  Community First – the profession of Real Estate

Second  NAREB started in churches in 1947. That is our history and foundation of what a Realtist is all about  Our focus has been on Real Estate Agent Education since the beginning of our chapter and in the process of meeting those needs we have neglected the community and our community leaders. This changes now.

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Changing Direction ď‚— We are forming alliances

with churches and African American Nonprofit organizations ď‚— We want to be their official resource for any real estate related need in the community

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Changing Direction ď‚— We are working with the OC NAACP, OC Black

Chamber, Black fraternities and Networking organization in the OC to be their resource for real estate information and assistance

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Changing Direction  We are going online for

everything

 All of our meeting will be

accessible online and recorded  We will conduct online networking meeting for agents and the community to conduct business.  We will conduct online real estate marketing sessions to promote homeownership to the community and foster among Realtist 31

OC Realtist Core Values Who are we and what do we believe?

Our Core Values  We believe in God and begin all of our meetings

with prayer  We value the Realtist brand and our slogan "Democracy in Housing”  We value the history and contribution of African American Real Estate Agents who established NAREB and the Realtist designation  We value the talents and gifts of every member

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Our Core Values  We value diversity and inclusiveness in our

membership  We value professionalism in business and excellence in every area of life  We value having balance in our lives with God, Family & Business for all people  We value the emotional and physical well-being of all people

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Our Core Values  We value fellowship and relationships with all    

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people We value the economic empowerment of all people We value the family and Home Ownership We value the education and mentoring of young people We value the welfare of senior citizens

Our Core Values  We value leadership development of men and women .  We value the growth and sustainability of all chapters

of NAREB  We value the banking industry and the affordable

financial products that help make Home ownership possible  We value the American Dream of home ownership and the stability it brings to families

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OC Realtist Business Plan

Business Planning for 2015

Who are we?

Mission and Vision Statement 38

Mission Statement ď‚— The mission of the Orange County Realtist is to

assist and engage the community to achieve the American dream of home-ownership while providing support and education for its members to grow and expand their businesses through community engagement.

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Vision Statement ď‚— The vision of the OC Realtist is to become the

largest Chapter of NAREB in the United States of successful RealtistÂŽ whose businesses are thriving from the support they receive from the chapter and the networking opportunities that exist by their affiliation with National Association of Real Estate Brokers

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Management OC Realtist Organizational Structure

Executive Committee  Executive Committee

 General Directors

 Executive Directors:

 Relationship manager

 Eric Frazier, President

South Orange County  Relationship manager North Orange County

 Sandra Speed, 1st VP  Success Money, 2nd VP  Christina Kimble, 3rd VP  Open, EVP  Open, Secretary

 Open, CFO  Open, Parliamentarian  Open, VP of Affiliates 42

Open Board & Committee Positions 1st VP  Political Affairs  Community Development  Legislative Affairs 2nd VP  Relationship Mangers  Board Nominations 3rd VP  Public Relations  Website & Social Media Historian  Hospitality & facilities  Education  Special Events CFO/Treasurer  Audit  Compliance 43

EVP  Real Estate Vender Services  Real Estate Brokerages  Insurance Services  Financial Institutions  Retail Business Development Parliamentarian  Bylaws  Grievance VP of Affiliates  Pastoral Alliance  NAREB 9 Affiliates  Community/Chamber Affiliates  CAR/NAR Real Estate Associations  Minority RE Trade Associations  Professional Trade Associations

Advisory Board 2015  Current Advisory Board:  Earl Gervais, Chairman - CEO/Broker American

Eagle Real Estate, Inc.  Patrick Bartolic, The Bartolic REO Team, ALTERA REAL ESTATE  Mike Duncan, Broker/CEO The Duncan Group & President – Elect of CRS  Shelley Kaye, Director/founder WINDS

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Honorary Board 2015  Roger Beane, Chairman - CEO Light House Real    

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Estate Services, Inc. (LRES) Bill Lewis, President of 100 Black Men of OC Donald Craig, President of OC NAACP Bobby McDonald, President of Black Chamber of Commerce Mark Whitlock, Pastor/CEO Christ or Redeemer Church

What have we accomplished?

2014 Education & Special Events

Our Past Events  Wednesday, January 08, 2014 General Membership

Online Meeting and Conference Call  Wednesday, January 15, 2014 Purpose, Passion and Peace: Orange County Realtist 1st Quarter Prayer Breakfast  Thursday, February 06, 2014 HUD Training with BLB Resources BE Extraordinary Selling and Marketing HUD Homes

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Our Past Events  Monday, February 17, 2014 NAREB Mid-Winter 

  

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Conference March 08, 2014 General Membership Online Meeting and Conference Call Saturday, March 15, 2014 Business Goal Setting and Business Productivity with Ray Warda Thursday, March 20, 2014 Create Your Own WordPress Real Estate Website in a Day! Thursday, April 03, 2014 Wells Fargo CineMeeting

Our Past Events  Thursday, June 26, 2014 Business Development and

Lending Workshop | Connections, Strategies & Closed Deals  Tuesday, November 25, 2014 OC REALTIST ONLINE MEETING AND NETWORKING AGENDA

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Opportunities to Improve

2015 Opportunities to Improve 2015 Opportunities to Improve have not changed.  Improve planning, lead time before events and

execution  More Business development & Technology educational events  Increase the number of mixers & Joint events other Associations  Improved recruiting to larger Real Estate offices and affiliates 51

2015 Opportunities to Improve  Improved attendance to meetings and events by all

members  Fully engage the advisory and honorary board for resources and other opportunity to grow the organization  Improve the branding and staging of events with more banners  Improve fund raising monthly and diversify sources of funding

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What do we want to accomplish?

Speaker Forums and Events

OC Realtist Online In 2015

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OC Realtist Online  Speaker Forums & General Meeting  Program #1: Speaker Forums for Realtist®  Monthly event combined with our General

Membership Meeting  Every 2nd Thursday’s Online  Time: 9:00 AM to 11:00 PM  Networking: 9:00 AM to 9:30 AM

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OC Realtist Online  The Speaker Forum starts: 9:30 AM to 10:30 AM  General Membership meeting from 10:30 to 11:30   

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AM Access online at: www. Anymeeting.com/thepowerisnow General Marketing Session – Sell Real Estate Program #1: Marketing Session for Realtist® Weekly Online meeting on Tuesday

OC Realtist Online  Time: 10:00 AM to 12:00 PM  Pitching Property: 10:00 AM to 11:30 AM  Announcements: 11:30 AM to 12:00 PM  Access online at:

www. Anymeeting.com/thepowerisnow

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OC Realtist Events Special Events  Quarterly Prayer Breakfast.  Black History Luncheon & Membership Drive in

February  NAREB Mid Winter Conference – Plan a group trip  NAREB Annual Political Event in Washington in March

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OC Realtist Events  NAREB Annual Convention – Plan a group trip  Food Drive for the Thanksgiving Holiday  Toy Drive for the Christmas Holiday  OC Realtist Women Council Luncheon Event

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OC Realtist Meeting & Event Schedule  Monthly Membership Meetings  Weekly Online Marketing Sessions  Monthly Online Real Estate Forums  Weekly Executive Board meeting  Quarterly OC Realtist Internet Radio  Quarterly New Membership Orientation

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OC Realtist Internet Radio  Produced by the Power Is Now, Inc. and on the    

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Power Is Now Network Quarterly – 1st Thursday 9:00 AM to 12:00 AM. Hosted by Blogtalkradio.com/thePowerisnow Promote the chapter nationally and locally Discuss National, State, Local chapter events, initiatives, and the value proposition of being a Realtist®

OC Realtist Internet Radio  Hear success stories of Realtist®, Agents and broker   

 

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owners Hear from our National, State and local leaders Hear from our NAACP, Urban League, Black Chamber & Other Minority Organizations The Radio Program is about NAREB and all of its affiliates Member broker advertisements Consumer Education

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OC Realtist Magazine  Produced by the Power Is Now, Inc.  Monthly Magazine  Promote the chapter nationally and locally  Discuss National, State, Local chapter events,

initiatives, and the value proposition of being a Realtist®  Written success stories of Realtist®, Agents and broker owners

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OC Realtist Magazine  Read articles from National, State and local leaders  Read articles from NAACP, Urban League, Black   



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Chamber & Other Minority Organizations The Magazine is about NAREB and all of its affiliates Member broker advertisements Lender Partner Advertisements Consumer Education and real estate for sale

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General Membership Meetings  2nd Thursday of the Month  Conducted by teleconference and online  General Board Meeting 10:30 PM - 11:30 PM  General Board/membership meetings are open to

board and general public unless a closed meeting is requested  Speakers will be invited to speak on Political, Social, Personal development, Economics, Real Estate Trends, Market information and sales and marketing strategies from 9:30 AM to 10:30 AM 66

Quarterly New Member Orientation Quarterly Event  By Teleconference and Online  Time: 9:00 to 11:00 AM  Networking: 8:30 to 9:00 AM  Orientation: 9:00 to 11:00 AM

Deliverable by email and mail:    

   

   

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Bylaws of the Local, State, and National Organization History of the Organization both national and local chapter Access to the local and national website Certificate of membership Membership PIN Local and National OC Membership name badge, business cards (optional) & telephone extension (directors only) Women's Council certificate of membership (if applicable) Code of Ethics Organizational Chart Realtist Preamble Presentations from each executive board member & President

How and when are we going to accomplish it?

Goals & Action Plan

1st Quarter Goals 2015  Prayer Breakfast 1/22/2015  Grow members by 1/31 to 15 members  Recruit 5 new members per month for the 1st

quarter: 15 members. Average of 10 members per month for the year  Conduct a President’s partnership meeting with NAREB California Chapter Presidents by 3/31  Conduct a President's meeting with OC AREAA, OC NAHREP, WinDs, NAWRB, OCAR, PWR in by 2/28

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1st Quarter Goals 2015  Update Membership roster on National Website

and Chapter Website by 2/15  Finalize Accounting for 2012 to 14 and Budget and Projections for 2015 by 2/28  Fill all board position by 2/28

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1st Quarter Goals 2015  Improve social media marketing and increase the

level of communication within the organization  Issue the first issue of the OC Realtist Magazine by 1/31/2015  Conduct the first quarterly OC Realtist Radio Show by 3/31/2015

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1st Quarter 2015 Action Plan 1st Quarter 2015 Business Planning Action Plan: ď‚— Fill vacant board positions

ď‚— Power is Now RE Association Management in place

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1st Quarter 2015 Action Plan  Publish master calendar with all of OC Realtist

Events on the website and send it to AAREA and NAHREP Orange County Chapters to hopefully prevent conflict with events  Schedule meeting with AAREA and NAHREP's executive team to see if we can organize a social events

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1st Quarter 2015 Action Plan ď‚— Schedule a Pastoral Alliance meeting with the

religious centers of influence in the OC as soon as possible in the first quarter ď‚— Schedule and conduct President Partnership Virtual meeting with local NAREB chapter Presidents by 3/31/2015

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1st Quarter 2015 Action Plan  Finalize Business and Strategic Plans for the OC

Realtist 2/1/2015  Issue 3 publications of The OC Realtist Magazine 3/31/2015  Conduct the second OC Realtist Radio Show.

3/31/2015

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2nd Quarter Goals 2015  Prayer Breakfast 4/23/2015  Grow members by 6/31 to 30 members - minimum  Recruit 5 new members per month for the 2nd

quarter: 15 members. Average of 10 members per month for the year

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2nd Quarter Goals 2015  Conduct a President’s partnership with NAREB

California Chapter Presidents by 6/31  Conduct a President's meeting with OC AREAA, OC NAHREP, WinDs, NAWRB, OCAR, PWR in by 5/30

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2nd Quarter 2015 Action Plan  2nd Quarter 2015 Business Planning Action Plan:  Fill any remaining vacant board positions by 6/30  Review arrangement with TPIN RE Assoc.

management  Review master calendar on all of OC Realtist Events on the website and send it to AREAA and NAHREP Orange County Chapters to hopefully prevent conflict with events

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2nd Quarter 2015 Action Plan ď‚— Schedule meeting with AAREA and NAHREP's

executive team to see if we can organize a social events for the second quarter ď‚— Schedule an online Pastoral Alliance meeting with the religious centers of influence in the OC as soon as possible in the first quarter. Invite to the Prayer Breakfast

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2nd Quarter 2015 Action Plan  Schedule and conduct Virtual meeting with local

NAREB chapter Presidents by 6/31/2015  Conduct the second Quarterly Realtist Radio Show by 6/30/2015  Issue 3 more edition of The OC Realtist Magazine

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3rd & 4th Quarter Goals & Action Plan  Schedule Prayer Breakfast for the 4th Quarter 2014  Recruit 5 new members per month for the 2nd half:

30 members  Conduct a President’s Meeting with NAREB California Chapter Presidents and directors by 7/31.

Xmas Party schedules and Summer Mixers

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3rd & 4th Quarter Goals & Action Plan ď‚— Schedule a Pastoral Alliance meeting with the

religious centers of influence in the OC by 10/31 ď‚— Finalize all Education and Event scheduling for the 2nd half and achieve all goals for the 1st half

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3rd & 4th Quarter Goals & Action Plan  Achieve all revenue goals for 2nd Half. Create

action plan for shortfall.  Start OC Realtist Strategic planning session for 2015 by 9/30/2015  Plan Elections Campaigns to kick off 9/30 and hold Elections by 11/15

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3rd & 4th Quarter Goals & Action Plan  Plan Holiday Food and Toy drives by 9/30  Plan Year end luncheon for directors with

sponsorship  Conduct the second Quarterly Realtist Radio Show by 6/30/2015  Issue 3 more edition of The OC Realtist Magazine

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OC Realtist New Membership Revenue

2015 Summary Membership Revenue

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2015 Sales Agents Membership Revenue

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2015 Broker Membership Revenue

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2015 Allied Associate Membership Revenue

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2015 Allied Membership Revenue

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OC Realtist – Forecast & Budget

5 year Forecast and Budget

OC Realtist 2015 Financial Projections

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OC Realtist 2015 Financial Projections

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2015 Revenue Projections

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2015 Projected Expense Breakdown

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2015 Projected Balance Sheet

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OC Realtist – Sponsorship

Corporate and Event Sponsorship

2015 Corporate Sponsorship

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OC Realtist Speaker Series

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Live Event Sponsorship

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OC Realtist - Compliance

State & Chapter Compliance

State Compliance Goals 2015  Finalize OC Realtist 501 C6 by going under    

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CAREBs 501 c6.

Hire CFO - Audit & Bank Reconciliation report Complete 990 Tax Filing by April 2015.

State and National Dues reporting payment by 1/30/2015 Establish Audit Committee by 1/30/2015

What the future looks like?

Proposed Goals 2017

2017 Goals ď‚— To become financially independent and not

dependent on the charity of banks and other organizations for funding and support ď‚— To have fee base services that will meet the day to day operational, sales, marketing and real estate business needs of our members

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2017 Goals  To establish corporate offices for staff, business

operations and Realtist® support  To become an association whose number one priority is to help our members grow and expand their real estate business through community engagement  To build a membership base of 2500 Realtist by 2020 in membership

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Appendix

Appendix 1.

2.

3.

4.

5.

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Website Domains & Social Media Corporate sponsorships Board Membership Guidelines Current Needs for OC Realtist Business Initiatives 5 year Financial Forecast & Budget

1. Website Domains & Social Media  OC Realtist owns the following Website DBAs:  www.ocareb.com, org, net, info  www.ocnareb.com, org, net, info  www.nareboc.com, org, net, info  www.ocRealtist.com, org, net, info  www.orangecountyRealtist.com, org, net, info

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1. Website Domains & Social Media  www.Realtist.info  OC Realtist current Social Media:  LinkedIn, Facebook, Twitter, Myspace  All events on video on the website  All transactions are online  Events, membership applications, BOD application

and more to come

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2. Executive Committee Guidelines ď‚— Must attend monthly meetings via teleconference

in additional to our general membership meeting ď‚— Must attend all board meeting and must pay membership dues before 1/31/2015

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2. Executive Committee Guidelines  Two absences in a 12 month period may result in

dismissal form the board with notice  This does include the monthly Speakers Forum or the Monthly Real Estate Marketing Sessions  Must support all major events

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3. Honorary Board Guidelines ď‚— Honorary Board members are not required to

attend general board meetings. We encourage attendance at all meetings and events ď‚— Membership dues to the Local is not required. But membership to State and National Chapter is to be paid by the member if they desire membership

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3. Honorary Board Guidelines ď‚— Honorary Board members are encourage to use

their influence to raise money for the chapter and help achieve our financial goals

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4. Advisory Committee Guidelines  Advisory Board members are not required to attend

general board meetings  We encourage attendance at all meetings and events  Advisory Board members must pay membership dues to the Local, State and National Chapter  Two absences in a 12 month period may result in dismissal from the board without notice

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5. Professional Staff Guidelines ď‚— Professional Staff Board Members are not required

to attend general board meetings. We encourage attendance at all meetings* and events ď‚— Professional Staff Board members must pay membership dues to the Local, State and National Chapter and one time fee to OC Realtist Note: Attendance to board meetings is required if their expertise is needed on the agenda or there are pending issues that require their attention.

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6. General Board Member Guidelines  Must attend conference General Membership

meetings.  Must pay all membership dues.  Must support all major events and Annual Gala.  Must support at least two meetings/events per month.

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6. General Board Member Guidelines  Attendance to the Annual Gala Event is required

and selling 10 seats to your assigned table.  Two absences in a 12 month period may result in dismissal from the board without notice.  65

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Q&A

Announcements

NAREB.COM  NAREB MID-WINTER CONFERENCE – GRAND

HYATT TAMPA BAY  February 19, 2015 — February 21, 2015. All Day  Grand Hyatt Tampa Bay Hotel & Resort, Tampa Florida

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2015 OC Realtist General Membership Meeting

Eric L. Frazier MBA President www.ocrealtist.org

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