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. 25
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. 28
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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