2024 Annual Meeting & special honors Thursday, March 28, 2024 Crystal Springs Golf Course SPEAKER SERIES SPONSOR SAMCAR Speaker Series Q1.24
2023 by the numbers membership
3,072 MEMBERS*
40,477
*as
2,916
156
4,885
3 Harmful Measures Defeated
• Millbrae Vacancy Tax
• Redwood City Anti-Displacement
• Flawed County Tenant Protection
5 Legislator Meetings
Rep. Kevin Mullin (CA15)
• Sen. Josh Becker (SD13)
home sales government affairs programs & communications charitable giving
$51,700 GRANTS & DONATIONS
$45k Quarterly Grants
$6.7k Judy Ploshay Memorial Holiday Auction
www.samcarfoundation.org
$1000 Abundant Grace
single family residential
3,292 condominium & townhome
999
Annual High SFR Median Sale Price
$63,035 REALTOR® Action Fund Contributions by 455 individual contributors
• Assms. Diane Papan (AD21), Marc Berman (AD23), Phil Ting (AD19)
$5k Half Moon Bay Relief
$4000 Coastside Victims Fund
48 Tuesday Morning Zoom Marketing Meetings
15 In-Person Events
22 Professional Development Classes (13 in-person, 8 online)
7 Local activities sponsored with COMMUNITY ENGAGEMENT FUND
61% Unique Email Open Rate
Find a REALTOR®
Find an Affiliate
2023)
$1.95M (Feb/Jun
of 12/31/23
provided by MLSListings, Inc.
Data
Schedule
PRESIDENTIAL REMARKS
Moisés Pelayo, 2024 SAMCAR President
PLEDGE OF ALLEGIANCE
David Cline
INSPIRATIONAL REMARKS
Olivia Edwards, Soaring Now - Life Coaching
HONORARY MEMBER KEYNOTE ADDRESS
Josephine Moore
HONORARY MEMBER CERTIFICATE PRESENTATION
Alane Gilbrech, Executive Officer
GOVERNMENT AFFAIRS UPDATE
Fernando Peña, Government Affairs Director
MLSLISTINGS UPDATE
Mark Messimer, Director of Industry Outreach
Jesse D. Gutierrez, Chairman of the Board
SPECIAL EVENTS COMMITTEE
Andrea Bologna, Chair & Jim Enes, Vice Chair
Naz Amir
Toni Burrows
Marlin Handley
Val Hardwick
Ann Palermo
Craig Thorson
Michelle Velez
TIMELINE 11 a.m. Doors Open & Networking 11:30 a.m. Lunch Buffet Opens 12 p.m. Program & Ceremony 1 p.m. Networking
Haydee
Betcy Jacob
Marshall
VENUE Fairview Crystal Springs | PHOTOGRAPHER Craig Burleigh
APRIL
Upcoming Events
JUNE
SEPTEMBER
OCTOBER
Events
THU., APR. 11 Professional Headshot Day
WED., MAY 1 C.A.R. Legislative Day
THU., MAY 16 YPN Yappy Hour
WED., JUN. 12 YPN Giant’s Game
THU., JUN. 13 Bowl-o-Rama Fundraiser
THU., AUG. 8 Member Appreciation BBQ
WED., OCT. 2 WICKED (BroadwaySF)
THU., OCT. 17 Rock the Vote
THU., DEC. 5 Coastal Holiday Mixer
TUE., DEC. 10 Judy Ploshay Memorial Holiday Auction
www.samcar.org/events
DECEMBER
Holidays (Office Closed)
MAY 27 Memorial Day JUN 19 Juneteenth JUL 4 Independence Day SEP 2 Labor Day NOV 11 Veterans Day NOV 28 & 29 Thanksgiving DEC 25 Christmas Reminder!
If Monday is a holiday, the tour deadline is the prior Friday at 12 PM.
• www.samcar.org/holidays
M 1 8 15 22 29 T 2 9 16 23 30 W 3 10 17 24 T 4 11 18 25 F 5 12 19 26 S 6 13 20 27 S 7 14 21 28 MAY T 2 9 16 23 30 F 3 10 17 24 31 S 4 11 18 25 S 5 12 19 26 M 6 13 20 27 T 7 14 21 28 W 1 8 15 22 29
S 2 9 16 23 ⁄30 M 3 10 17 24 ⁄31 T 4 11 18 25 W 5 12 19 26 T 6 13 20 27 F 7 14 21 28 S 1 8 15 22 29 JULY M 1 8 15 22 29 T 2 9 16 23 30 W 3 10 17 24 31 T 4 11 18 25 F 5 12 19 26 S 6 13 20 27 S 7 14 21 28 AUGUST F 2 9 16 23 30 S 3 10 17 24 31 S 4 11 18 25 M 5 12 19 26 T 6 13 20 27 W 7 14 21 28 T 1 8 15 22 29
M 2 9 16 23 30 T 3 10 17 24 W 4 11 18 25 T 5 12 19 26 F 6 13 20 27 S 7 14 21 28 S 1 8 15 22 29
M 7 14 21 28 T 1 8 15 22 29 W 2 9 16 23 30 T 3 10 17 24 31 F 4 11 18 25 S 5 12 19 26 S 6 13 20 27 NOVEMBER F 1 8 15 22 29 S 2 9 16 23 30 S 3 10 17 24 ⁄31 M 4 11 18 25 T 5 12 19 26 W 6 13 20 27 T 7 14 21 28
M 2 9 16 23 30 T 3 10 17 24 31 W 4 11 18 25 T 5 12 19 26 F 6 13 20 27 S 7 14 21 28 S 1 8 15 22 29
C.A.R. Honorary Members-for-Life
In order to obtain C.A.R. Honorary Member-for-Life status, a member must have been a California Association of REALTORS® member for 25 continuous years and meet specific age requirements.
Members who have achieved Honorary Member-for-Life status in 2024 are:
Larry Aikins
Kathryn Caloca
Susan Caton
Joseph Chu
David Cline
Sherry Cottonaro
Steven Devere
Fredric Graziani
Saeed Kamali
Alba Lopez
Josephine Moore
John Prouty
Joseph Rodden
Arlene Sullivan
David Zigal
Congratulations to all of our Honorary members!
If you meet these requirements and would like to apply for Honorary Member-for-Life status, please contact SAMCAR Staff.
www.samcar.org/honorary-membership
2024 Committees
Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience.
LOCAL CANDIDATE RECOMMENDATIONS (LCRC)*
This committee interviews Federal, State and Local candidates for elected office in San Mateo County and makes recommendations to the SAMCAR Board for endorsement. It also recommends funds and support for the campaigns of said officials. The committee also reviews and decides on positions relative to ballot measures in San Mateo County.
Jesse Gutierrez, Chair
Paul Beaudreau, Vice Chair
GOVERNMENT AFFAIRS
Local area Government Affairs Committees review issues and provide feedback to the Government Affairs Director on current legislative issues. Provides an audience for council members and staff. Holds forums for local elections. Members meet monthly at the local level and as neeeded at the regional level.
Paul Beaudreau, Chair (Peninsula)
Mitch Speigle, Vice Chair (Peninsula)
Barbara LaVey, Chair (Coastside)
Frank Vella, Chair (Pacifica)
DIVERSITY EQUITY INCLUSION / FAIR HOUSING
On Wednesday, January 26, 2022, the SAMCAR Board of Directors approved the motion to create a Diversity Equity Inclusion / Fair Housing Committee.
Linda Crose-Andersen, Chair
Michelle Velez, Vice Chair
ELECTIONS*
Qualifies the candidates for each place to be filled on the Board of Directors to ascertain that they are eligible to hold elective office based on the qualifications stated in the Bylaws and in the Policy and Procedures Manual. Also selects annual award winners.
Robert Pedro, Chair
Jessica Eva, Vice Chair
FINANCE*
Reviews the monthly financial reports of SAMCAR’s operation, assists in preparation of annual budget. Monitors financial health and investment direction of the Association.
Diane Viviani, Chair
Suzan Wallace, Vice Chair
FOUNDATION COUNCIL
This council is tasked with appropriating grant requests as well as recommending newer allocations for Foundation funds. Alfredo Mendoza, Chair
Kirsten Hagen, Vice Chair
GRIEVANCE*
Conducts a preliminary review of disciplinary complaints to determine whether the complaint should be forwarded to a Hearing Panel of the Professional Standards Committee (training required to serve on this committee).
Kirsten Hagen, Chair
Debbie Wong, Vice Chair
www.samcar.org/committees
* = Closed committee
2024 Committees
MARKETING MEETINGS
Assists district marketing meeting committees with meeting format, speaker/topic selection, and related arrangements.
Steve Cresci, Chair
David Zigal, Vice Chair
MEMBERSHIP
Plans New Member Orientation. Suggests and plans strategies for retaining members and attracting new members.
Diana Nemirovsky, Chair
Mary Murphy, Vice Chair
POLICIES & PROCEDURES*
Members of this committee are tasked to write/update Association’s Policies and Procedures which are then approved by the Board of Directors.
Moisés Pelayo, Chair
Diane Wilson, Vice Chair
PROFESSIONAL DEVELOPMENT
Recommends course topics that are pertinent to the industry and current trends for members’ knowledge and growth in professionalism and success.
Jean Joh, Chair
Shokoofeh Nowbakht, Vice Chair
PROFESSIONAL STANDARDS*
Committee members act as panelists for disciplinary and arbitration hearings (training is required to serve on this committee).
Lee Ginsburg, Chair
Joan Cattermole, Vice Chair
SPECIAL EVENTS
Plans and promotes social and charitable fundraising events.
Andrea Bologna, Chair
Jim Enes, Vice Chair
YOUNG PROFESSIONALS NETWORK (YPN)
The SAMCAR Young Professionals Network group is the local chapter of the Young Professionals Network (YPN) of the National Association of REALTORS® (NAR). SAMCAR YPN develops programs for education, networking, mentoring, leadership development, community service, sharing ideas and information. Our motto is “Young at Mind, Young at Heart no I.D. required.” YPN groups nationwide are a dynamic entry point for real estate professionals striving to become more successful in their careers and gain leadership experience.
Danielle Shapiro, Chair
Gianna Archini, Vice Chair
Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience. * = Closed committee
www.samcar.org/committees
2023-2025 Strategic Plan
The SAMCAR Board of Directors approved a motion to adopt the 2023-2025 Strategic Plan on December 15, 2022.
Area 1 - Advocacy & Government Affairs
SAMCAR is a credible voice for San Mateo County real estate professionals and effective champion for property owners.
1.1 - Cultivate stakeholder (member, homeowner, housing provider) involvement
1.2 - Articulate policy positions
1.3 - Foster collaborative relationships with local elected officials
1.4 - Increase REALTOR® Action Fund contributions
Area 2 - Consumer Outreach & Community Involvement
SAMCAR and its members are respected leaders who foster thriving San Mateo County Communities.
2.1 - Increase public awareness of SAMCAR value and community contributions
2.2 - Deliver valuable services and information to community
Area 3 - Member Engagement
SAMCAR is a supportive and welcoming group, motivating members to connect.
3.1 - Members are aware of the value proposition and connect with association
3.2 - Support members to stay in business by overcoming challenges
3.3 - Reinforce member affinity through social activities
Area 4 - Governance & Finance
SAMCAR is an inclusive and resilient organization.
4.1 - Prepared and representative leadership
4.2 - Increase dues revenue
4.3 - Expand non-dues revenue sources
Area 5 - Professional Development
SAMCAR is a trusted provider of tools, services and education to promote professionalism and help members succeed.
5.1 - Understand member needs and goals
5.2 - Support members to stay in business and succeed professionally
www.samcar.org/StrategicPlan
Strategic Framework
Vision
The Voice for Real Estate Professionals and Property Owners in San Mateo County.
Mission
SAMCAR is a trade association organized to ensure professionalism, protect property rights, promote the ownership of real property, and help members achieve success.
Bylaws
Policies & Procedures
NAR Core Standards
Strategic Plan Operations Annual Budget
The Strategic Plan is among the guiding documents for the association. It is informed by the aspirational vision and mission statements, governed by the bylaws, policies & procedures and National Association of REALTORS® Core Standards, and directs the annual budget and operations to align with strategic priorities.
Strategic Priorities
Reputation
SAMCAR and its members are perceived as respected leaders in our community.
Impact
Continued efficacy with regard to local policy, which requires a collaborative relationship with local policymakers and motivated stakeholders (members, homeowners, housing providers).
Engagement
Help members succeed professionally to support full participation.
Leadership
Cultivate prepared and representative association leaders through mentorship and support.
www.samcar.org/StrategicPlan
Aspirational Actionable
announced an agreement that would end litigation of claims brought on behalf of home sellers related to broker commissions.
NAR Settlement
• C.A.R. Legal Hotline (213) 739-8282
Friday,
2024,
Association of REALTORS® (NAR)
C.A.R. Legal Hotline Realtor members are also encouraged to contact the C.A.R. Legal Hotline with questions: (213) 739-8282 Facts.Realtor Website For additional information on the proposed settlement, including answers to Frequently Asked Questions and video statements, please visit NAR’s Facts.Realtor website https://Facts.Realtor
https://facts.realtor
On
March 15,
the National
C.A.R. Legislative Day
Legislative Day will bring more than 2,000 REALTORS® together to discuss real estate issues directly with state legislators and staff. You’ll hear from California’s most dynamic political leaders, meet with and urge legislature to support creating opportunities for homeownership, enjoy great entertainment and network with REALTORS® from across the state.
Wednesday, May 1, 2024
Sacramento, California
Registration Required before April 17, 2024.
www.samcar.org/LegDay24
PLATINUM
Fidelity National Home Warranty
Steven Cresci Insurance Agency
ADUNOW.HOUSE (Karim Sarraf)
Discount Plumbing Rooter Inc. • Eagle One Services LLC (Jeff Frishof)
Girouard Properties • HomeGuard Inc. (Marlin Handley)
Home Warranty of America (Toni Burrows)
Law Office of Eric T. Hartnett • Let’s Stage It / Herline Home Staging
The Michelle Velez Team, Mortgage Dynamics Group
Polaris Capital Partners (Ray Avanzino)
www.samcar.org/sponsors
SAMCAR is a trade association organized to ensure professionalism, protect property rights, and promote the ownership of real property. 850 Woodside Way, San Mateo, California • (650) 696-8200 • www.samcar.org
sponsors
2024 corporate
DIAMOND GOLD SILVER BRONZE AMS Bekins