2014 Event Sponsors
Diamond Level
Master Level
bank of america
berkshire better homes
c21 era
nar prudential
realtor trulia
Host Level
mcc reality executives
rpr zillow
Event Level
homes HSA
real estate book realty trac
pillar to post point2


CEOB&WRISMedia’s Real Estate CEO Exchange

‘Building Sustainable Success’

September 16 & 17, 2015

The Yale Club – New York, N.Y.

For most brokers across the country, business is better – for some, a lot better. But how long will this bullish environment last? Are you riding the market’s current rising tide only to be left stranded when it inevitably recedes? RISMedia’s 2015 Real Estate CEO Exchange will take a realistic look at the current and future state of the real estate brokerage business, and reveal strategies for building sustainable success – success that is controlled by you, not market fluctuations. Hear from industry experts and your leading Power Broker peers who will share high-level insights and proven tactics for securing long-term viability.

The CEO Exchange is sponsored by the industry’s leading brokerage firms and service providers.

Stay tuned for our complete 2015 agenda and speakers.


Here’s a look at our outstanding agenda from 2014

‘Raising Your Value Proposition: Key Strategies for Operating in Today’s Economy’

Click here for more information on our featured speakers.

Watch for updates or tweet us @RISMediaUpdates with hashtag #CEOExchange!

Tuesday, Sept. 9

2:00 p.m.
Featherston_JohnWelcome & Opening Remarks
John Featherston, President & CEO, RISMedia





Blefari_Gino_85x100The Power Broker Perspective: Running and Operating a Brokerage Firm in Today’s Market
Incoming HSF Affiliates CEO and Intero Real Estate Founder, Gino Blefari, will provide an overview of the challenges and best practices of profitably operating a brokerage firm in today’s recovering market. Blefari will share his first-hand experiences related to: budget and overhead; recruiting, motivating and retaining agents; expansion and downsizing; technology; and other essential factors related to raising your firm’s value proposition in an unpredictable economy and gradually recovering national real estate market.

Keynote Speaker: Gino Blefari, Incoming CEO, HSF Affiliates; Founder, President & CEO, Intero Real Estate

2:45 p.m.
The Future of Affiliated Business Arrangements: How to Protect Mortgage, Title, Insurance Revenue … and More
The prominence of the Consumer Financial Protection Bureau (CFPB) has raised concerns surrounding compliance and regulations, impacting everything from the Fair Credit Reporting Act and the new Qualified Mortgage Rule to the Real Estate Settlement Procedures Act.  The implications for Affiliated Business Arrangements between brokerages, franchises and financial service providers are profound.  This session will address: the state of the ABA market and the trends at the local level; which ancillary services are under heightened scrutiny under new regulations; new services/practices that have emerged; how to improve the consumer experience under the new guidelines; structures for ABAs that help mitigate compliance risk and maximize cooperation/transparency and data sharing with affiliated services.

National Association of Realtors (NAR) - Staff PhotosSPECIAL PRESENTATION
Keynote Speaker: Ken Trepeta, Director of Real Estate Services, National Association of REALTORS®
Sponsored by Citi


Moderator: Ed Krafchow, Chairman & CEO, Better Homes and Gardens Real Estate, Mason McDuffie
Merle Whitehead, President & CEO, Realty USA
Joan Docktor, President, Berkshire Hathaway HomeServices Fox & Roach, REALTORS®
Richard L. (Dick) Schlott, Chairman & CEO, Gloria Nilson & Co. Real Estate


4:00 p.m.
Turning Don’ts into Do’s: How Brokers Can Benefit from their Biggest Mistakes
While we often hear about the best practices of real estate leaders, we rarely hear about their worst decisions. In this unique session, Power Brokers from key regions across the United States will candidly share some of the biggest mistakes they have made in operating and growing their real estate firms … and how these mistakes proved invaluable.

Moderator: Helen Hanna Casey, CEO, Howard Hanna Real Estate Services
John Heithaus, Chief Industry Relations Officer, BuyerMLS
David Romero, President & CEO, CENTURY 21 Award
Joseph Rand, Managing Partner & General Counsel, Better Homes and Gardens Rand Realty

5:00 p.m.
Welcome Reception
Sponsored by Better Homes and Gardens Real Estate

Wednesday, Sept. 10

8 a.m.
Networking Breakfast
Sponsored by Citi

Creating a Winning Culture for your Firm
How to retain top producers, attract younger agents and gain marketshare
Keynote Speaker: Vince Leisey, Broker, Coach, Speaker, Berkshire Hathaway HomeServices Ambassador Realty

8:45 a.m.
Stand-out Strategies: Marketing Tactics that Deliver on Differentiation
From creating social media ROI to reviving print promotions, today’s Power Brokers are focused on marketing strategies that show savvy and innovation…and a comprehensive understanding of what resonates with their clients and prospects. In this session, marketing experts from leading real estate firms will not only ‘tell’ but also ‘show’ some of their top marketing campaigns.

Moderator: Ken Baris, President, Jordan Baris REALTORS®

Charlie Young, President & CEO, ERA Real Estate
Marshall Saunders, Co-Broker/Owner, RE/MAX Results
Thad Wong, Co-founder, @properties
Jennifer Marchetti, Senior Vice President, Marketing & Communications, Better Homes and Gardens Real Estate
Alon Chaver, Vice President of Industry Services, Trulia

10:00 a.m.

The Franchise Perspective: One-on-One with Dave Liniger
RISMedia President & CEO John Featherston goes one-on-one with legendary real estate veteran Dave Liniger to discuss the state of the real estate industry from the large franchise perspective. This session will include an opportunity to share your questions with Dave and John.

Keynote Speaker: Dave Liniger, Founder & Chairman, RE/MAX
Sponsored by Bank of America


11:00 a.m.
Arming your Forces: Recruiting, Retaining and Motivating Must-haves
Selecting, training, motivating and retaining the right agents are essential to any brokerage firm’s ability to compete. In this session, learn what today’s current and would-be top producers need most from their brokers, and how you can increase your success by increasing their success.

Moderator: Steve Rodgers, President & CEO, Real Living Lifestyles
Anthony Hitt, CEO, Engel & Volkers North America
Mike Schlott, President, The Randall Family of Companies
Kevin Levent, President & CEO, Better Homes and Gardens Real Estate Metro Brokers

12:00 p.m.

Employee Mobility Trends Affecting Residential Real Estate Brokerages
Corporate and government mobility, both in the USA and abroad, has long been an important influence on housing market activity… but how big is this market segment today? And is it still viable for real estate brokerages?  Mr. Kelleher will provide a state-of-the-union perspective on the mobility industry, including customer referral volume trends and changing employee needs, employers’ assistance policies, and relocation department expectations.

Keynote Speaker: Kevin Kelleher, President & CEO, Cartus

Immediately Following
Networking Luncheon
Sponsored by Trulia

Paul Levine, COO, Trulia

Special Presentation
After the Acquisition: What’s Next for Zillow and Organized Real Estate?
A Q & A with John Featherston, President & CEO, RISMedia, and Greg Schwartz, Chief Revenue Officer, Zillow

1:45 p.m.
Big Data: Real Estate’s New Frontier
The era of Big Data is upon us.  The power of data and analytics is profoundly altering the real estate landscape.  Capturing data-related opportunities to enhance revenues, increase productivity and establish entirely new business puts demands on brokerages – requiring not only new talent and investments in information infrastructure, but also significant changes in paradigms and training.  This session will address the emerging Big Data trends in real estate, outline the scope of the opportunity for brokers and their teams.

Dave Garland, Principal, Rainmakers Group
Jenya Denissova, Head of Channel Sales, Traditional Media, Franchise & Real Estate North America, Google
James Harrison, President & CEO, MLSListings Inc.
Mark McLaughlin, CEO, Pacific Union International Inc.
Dale Ross, CEO, Realtors Property Resource®

2:45 p.m.

The Move-up and Luxury Marketplace: Why High-end is on the Rise
Keynote Speaker: Paul Boomsma, President, Luxury Portfolio Intl., COO, Leading Real Estate Companies of the World



3:15 p.m.
Closing Reception
RISMedia’s Ultimate Power Broker Open House Experience
Sponsored by Halstead Property, a member of Luxury Portfolio International®

1965broadway_ph3c_terrace1_a_lJoin us to cap off the Real Estate CEO Exchange at a very special Closing Reception highlighted by a private tour of one of New York City’s most exclusive listings, located in a luxury building on Manhattan’s famed Upper West Side. This high-end, spacious, state-of-the-art property features stunning design and spectacular views. Don’t miss this unparalleled New York City experience! Transportation to the Open House will be provided.



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