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ABOUT  |  AGENDA  |  SPEAKERS  |  SPONSORS  |  SPONSOR OUR EVENT

RISMEDIA’S CEO EXCHANGE

ABOUT OUR EVENT

Taking place this September 5 & 6 at the prestigious Harvard Club of New York City, RISMedia’s Real Estate CEO Exchange will welcome more than 225 of the most powerful and successful real estate leaders who hail from franchise brands and independent real estate firms from across the nation. These leaders will come together for this day-and-a-half-long event to exchange ideas and strategies to better meet the needs of today’s sophisticated consumer. Designed specifically for a select group of broker/owners, brand executives and real estate service leaders, RISMedia’s CEO Exchange is by exclusive invitation only. Don’t miss your chance to participate in this high-level meeting of the minds. RISMedia’s CEO Exchange is sponsored by the industry’s leading brokerage firms and service providers.

RISMedia’s 2018 Real Estate CEO Exchange September 5 & 6, 2018 Harvard Club of New York City


See Photos From Our 2017 Event

2018 SPONSORS


PLATINUM SPONSORS


MASTER SPONSORS


HOST SPONSORS

cinc

EVENT SPONSORS

2018 RISMedia CEO Exchange SPEAKERS


Keynote Speaker: Paul Boomsma President and Chief Executive Officer Leading Real Estate Companies of the World®
One-On-One: Bob Goldberg Chief Executive Officer, National Association of REALTORS®
One-On-One: Dermot Buffini Chief Executive Officer, Buffini & Company
One-On-One: Helen Hanna Casey Chief Executive Officer, Howard Hanna Real Estate Services
Special Presentation: Sarah Young Director, Real Estate Services/Advocacy, National Association of REALTORS®
John Featherston President and Chief Executive Officer, RISMedia
Joe Rand Chief Creative Officer, Better Homes and Gardens Real Estate Rand Realty
Verl Workman Founder & CEO, Workman Success
Mike Huff Broker/Owner, Berkshire Hathaway HomeServices Anderson Properties
Marc Gould Senior Vice President, Member Development, National Association of REALTORS®
James Dwiggins Chief Executive Officer, NextHome, Inc.
JP Piccinini Founder and Chief Executive Officer, JP & Associates REALTORS®
Greg McClure Chief Executive Officer and Broker, Realty ONE Group Complete
Kevin Simrin Broker/Owner, RE/MAX Integrity
Christina Pappas District Sales Manager, The Keyes Company; Liaison for Large Firms & Industry Relations, National Association of REALTORS®
Carrie Zeier Owner/CEO, RE/MAX Elite
LP Finn Chief Operating Officer, Coach REALTORS®
Jon Coile President and Chief Executive Officer, Champion Realty, Inc.
Jessica Edgerton Executive Vice President of Operations, Leading Real Estate Companies of the World®
Charles Williams Founder and Chief Executive Officer, Buyside
York Baur Chief Executive Officer, MoxiWorks
Diane Ramirez Chairman and Chief Executive Officer, Halstead Real Estate
Sherri Johnson Chief Executive Officer and Founder, Sherri Johnson Coaching & Consulting
Boomer Foster President, General Brokerage, Long & Foster Real Estate
Vince Leisey Chief Executive Officer and Broker, Berkshire Hathaway HomeServices Ambassador Real Estate
Chelsea Goyer Vice President, Recruiting, Partners & MLS Relations, Redfin
Eric Eckardt U.S. Chief Executive Officer, Purplebricks
Dan Forsman President and Chief Executive Officer, Berkshire Hathaway HomeServices Georgia Properties
Nick Bailey President and Chief Executive Officer, CENTURY 21®
Jennifer Darby Metzger Broker/Owner, ERA Justin Realty Company
Alon Chaver Chief Information Officer, HomeServices of America
Matt Lombardi Senior Vice President, Marketing, Communications and Events, National Association of REALTORS®
Bill Flemming Principal Owner/Managing Broker, HomeSmart Connect Real Estate
Joan Docktor President, Berkshire Hathaway HomeServices Fox & Roach, REALTORS®
Vanessa Bergmark Owner and Chief Executive Officer, Red Oak Realty
Tipper Williams Operating Principal, Keller Williams Virginia Realty Alliance Group
Jennifer Lind Vice President of Business Strategy, John L. Scott Real Estate
Randolph Saa Broker/Owner, CENTURY 21 American Homes
Scott Petronis Chief Product and Technology Officer, eXp Realty
TG Gallaudet Senior Director, Broker Relations, Zillow Group

2018 AGENDA AT A GLANCE

DAY 1 – WEDNESDAY, SEPT. 5, 2018

8:00 a.m. – Breakfast
9:00 a.m. – 9:45 a.m.
OPENING ADDRESS: The State of the Real Estate Union Keynote Speaker: Paul Boomsma, President and Chief Executive Officer, Leading Real Estate Companies of the World® RISMedia’s Real Estate CEO Exchange will kick off with a candid look at the “state of real estate” in an opening address from Leading Real Estate Companies of the World® President and Chief Executive Officer Paul Boomsma. From economic indicators to new technical innovations, the real estate market is influenced by a wide range of events. From his vantage point as leader of a network of more than 565 top, independent firms from around the globe, Boomsma will take a look at the most significant trends and issues currently impacting real estate and its consumers, underscoring both the challenges and opportunities presented for brokers and their agents.
9:45 a.m. – 10:30 a.m.
The Agent Challenge: Quality vs. Quantity In today’s increasingly competitive marketplace, where new business models and enticing commission structures tend to lure agents away, brokers are confronted with more challenges than ever when it comes to recruiting and retention. In this session, hear creative strategies for finding new talent, increasing per-agent productivity and strengthening your value proposition to have not just the most agents, but the right agents.
Moderator: Verl Workman, Founder and CEO, Workman Success Systems
Panelists: Deirdre O’Connell, Chief Executive Officer, Daniel Gale Sotheby’s, Mike Huff, Broker/Owner, Berkshire Hathaway HomeServices Anderson Properties, Marc Gould, Senior Vice President, Member Development, National Association of REALTORS®, James Dwiggins, Chief Executive Officer, NextHome, Inc.
10:30 a.m. –  Break
10:45 a.m.
Executive Update
11:00 a.m. – 11:45 a.m.
Disruption vs. Innovation: What’s the Difference? Whether it’s well-funded, brand new entrants to residential real estate or a new strategy or business model from a traditional player, the brokerage business is changing. In this session, we go one-on-one with some of real estate’s so-called ‘disruptors’ to find out who they are, how they operate, the progress they’re making and whether their end-game is really disruption or simply much needed innovation.
Moderators: John Featherston, President and Chief Executive Officer, RISMedia, Joe Rand, Chief Creative Officer, Better Homes and Gardens Real Estate Rand Realty
Panelists: Eric Eckardt, U.S. Chief Executive Officer, Purplebricks, TG Gallaudet, Senior Director, Broker Relations, Zillow Group, Chelsea Goyer, Vice President, Recruiting, Partners & MLS Relations, Redfin, Scott Petronis, Chief Product and Technology Officer, eXp Realty
11:45 a.m. – 12:15 p.m.
One-on-One With Dermot Buffini: Transcending Broker Challenges A candid look at some of the toughest hurdles on the path to success in today’s real estate business, and the steps brokers can take to rise above them and prevail. John Featherston, President and Chief Executive Officer, RISMedia, Dermot Buffini, Chief Executive Officer, Buffini & Company
12:15 p.m.  – Lunch
1:45 p.m. – 2:30 p.m.
Keeping Up With the Consumers From the technology they use to how they gather information, today’s consumer is moving at a breakneck pace. For a broker, keeping up with consumer trends, demands, and demographics is essential to success. In this session, brokers share some of their strategies for effectively reaching, connecting with and serving consumers.
Moderator: Christina Pappas, District Sales Manager, The Keyes Company; Liaison for Large Firms & Industry Relations, National Association of REALTORS®
Panelists: Dan Forsman, President and Chief Executive Officer, Berkshire Hathaway HomeServices Georgia Properties, Carrie Zeier, Owner/Chief Executive Officer, RE/MAX Elite, LP Finn, Chief Operating Officer, Coach REALTORS®, Tipper Williams, Operating Principal, Keller Williams Virginia Realty Alliance Group, Jennifer Darby Metzger, Broker/Owner, ERA Justin Realty Company
2:30 p.m. 

SPECIAL PRESENTATION: How the Shifting Political Landscape May Impact Your Bottom Line Featured Speaker: Sarah Young, Director, Real Estate Services/Advocacy, National Association of REALTORS® With the rapid pace of change in Washington, brokers need to stay in step on legislative and regulatory issues that can affect their business and the industry at large. In this special presentation, the National Association of REALTORS® Director of Real Estate Services Sarah Young will provide an update on the most pressing issues, including:

  • Tax cuts for qualified business income, specifically for LLCs and s-corporations
  • RESPA compliance, specifically marketing services agreements
  • Competition in the real estate industry
  • Association health plans
  • Leadership shifts at regulatory agencies
  • Leadership shifts on the Hill

2:50 p.m.  – Break

3:00 p.m. – 3:45 p.m.
New Technology – Big Data vs. Privacy From AI to VR to cryptocurrency and predictive analytics, technology is reaching new frontiers at a faster pace than ever, and the implications for real estate – both good and bad – are vast. In this important session, learn how new technologies are specifically impacting data privacy issues and what we as brokers – and as an industry – need to do about it.
Moderator: Jon Coile, President and Chief Executive Officer, Champion Realty, Inc.
Panelists: Alon Chaver, Chief Information Officer, HomeServices of America Jessica Edgerton, Executive Vice President of Operations, Leading Real Estate Companies of the World® Craig McClelland, Chief Operating Officer, Better Homes and Gardens Real Estate Metro Brokers, York Baur, Chief Executive Officer, MoxiWorks Charles Williams, Founder and Chief Executive Officer, Buyside
3:45 p.m. – 4:15 p.m.
One-on-One with Helen Hanna Casey: Succeeding in Any Market One of the industry’s iconic Power Brokers shares an in-the-trenches perspective on the operational strategies and leadership acumen required to guide a firm through decades of growth and success.
John Featherston, President and Chief Executive Officer, RISMedia, Helen Hanna Casey, Chief Executive Officer, Howard Hanna Real Estate Services
*Transportation leaves from the Harvard Club to Tavern on the Green at 4:45 p.m.
5:30 p.m.* – 7:30 p.m. – SPECIAL EVENTThe CEO Exchange Welcome Reception at Tavern on the Green
Photo Credit: Eric Medsker

RISMedia’s CEO Exchange Welcome Reception will be held at New York City’s iconic Tavern on the Green. Join us for this unparalleled networking event with unforgettable views of Central Park!

DAY 2 – THURSDAY, SEPT. 6, 2018

8:00 a.m. – Breakfast

9:00 a.m. – 9:45 a.m.

The Rebranding Challenge: Fit for the Future While Preserving Your Roots From veteran franchises to new start-ups, your brand is more than an eye-catching logo – it’s your chance to connect with agents and consumers and define what your company represents. In this session, find out why so many companies have embarked on a rebranding campaign this year, the hurdles they encountered and how they successfully put forth a new image while still maintaining their history.
Moderator: John Featherston, President and Chief Executive Officer, RISMedia
Panelists:
Nick Bailey, President and Chief Executive Officer, CENTURY 21, Diane Ramirez, Chairman and Chief Executive Officer, Halstead Real Estate, Vanessa Bergmark, Owner and Chief Executive Officer, Red Oak Realty
9:45 a.m. – 10:15 a.m.
One-on-One with Bob Goldberg: Behind the Scenes at NAR An inside look at the hurdles and progress thus far in forging a new era at the National Association of REALTORS®, and the top priorities for the year ahead.
John Featherston, President and Chief Executive Officer, RISMedia, Bob Goldberg, Chief Executive Officer, National Association of REALTORS® (NAR)
10:15 a.m. – 11:00 a.m.
Meet the ‘Changemakers’ 
While the traditional real estate business continues to get disrupted by new entrants to the space, a select group of savvy brokers are instituting change from within and evolving their companies to compete. In this session, hear how these innovative brokers are adapting and evolving their businesses to keep up with the changing pace of real estate and stay current with today’s consumers.
Moderator: Joe Rand, Chief Creative Officer, Better Homes and Gardens Real Estate Rand Realty
Panelists: JP Piccinini, Founder and Chief Executive Officer, JP & Associates REALTORS®, Greg McClure, Chief Executive Officer and Broker, Realty ONE Group Complete, Kevin Simrin, Broker/Owner, RE/MAX Integrity, Bill Flemming, Principal Owner/Managing Broker, HomeSmart Connect Real Estate
Randolph Saa, Broker/Owner, CENTURY 21 American Homes
11:00 a.m.  – 11:45 a.m.                  
The Team Challenge: Providing Value and Support While Maintaining Broker Profitability Find out how these brokerage leaders embraced the agent team concept and created solutions that allow teams to grow and thrive while preserving the firm’s profitability. Learn their best practices for implementing necessary changes to policy, procedures and overall mindset in order to offer a team friendly culture and create a mutually beneficial partnership. Moderator: Sherri Johnson, Chief Executive Officer & Founder, Sherri Johnson Coaching & Consulting, Panelists: Boomer Foster, President, General Brokerage, Long & Foster Real Estate, Vince Leisey, Chief Executive Officer and Broker, Berkshire Hathaway HomeServices Ambassador Real Estate, Jennifer Lind, Vice President of Business Strategy, John L. Scott Real Estate, Joan Docktor, President, Berkshire Hathaway HomeServices Fox & Roach, REALTORS®
11:45 a.m. – 12:00 p.m. Wrap-up and Closing Remarks

CEO EXCHANGE SPONSORSHIP OPPORTUNITIES

PLATINUM LEVEL SPONSORSHIP

Platinum Level Sponsorship - $50,000

Sponsorship of CEO Exchange Welcome Reception at Tavern on the Green
Entitlements Include:
• 2-hour cocktail reception, including transportation to and from Tavern on the Green, open bar, extensive hors d'oeuvres
• 4 minute speaking opportunity at the CEO Exchange and a brief welcome at the CEO Exchange Welcome Reception
• Logo on welcome reception signage

Event Promotion
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage in Harvard Hall
• Company name listed under sponsorship level in program
• Company entitled to provide gift or take away to each attendee

PR/Editorial Promotion
• Sponsorship promoted within six different weekly online editorial pre-promotion features
• Post-event editorial coverage in RISMedia’s Real Estate magazine and online at www.rismedia.com
• Included within select CEO Exchange promotional information within Real Estate magazine and RISMedia’s news service and website

Advertising
Premium, full-page, color ad placement in program

Attendance
Attendees - 5

MASTER LEVEL SPONSORSHIP

Master Level Sponsorship - $25,000

Event Promotion
• Additional opportunities for specialty bar and ice sculpture sponsorship available
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage in Harvard Hall
• Company name listed under sponsorship level in program
• Logo on welcome reception signage

PR/Editorial Promotion
• Post-event editorial coverage in RISMedia’s Real Estate magazine and online at www.rismedia.com
• Included within select CEO Exchange promotional information within Real Estate magazine and RISMedia’s news service and website

Advertising
Full-page, color ad placement in program

Attendance
Attendees - 4

HOST LEVEL SPONSORSHIP

Host Level Sponsorship - $15,000

Event Promotion
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage in Harvard Hall
• Company name listed under sponsorship level in program
• Logo on welcome reception signage

Advertising
Half-page, color ad placement in program

PR/Editorial Promotion
• Post-event editorial coverage in RISMedia’s Real Estate magazine and online at www.rismedia.com

Attendance
Attendees - 3

EVENT LEVEL SPONSORSHIP

Event Level Sponsorship - $7,500

Event Promotion
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage in Harvard Hall
• Company name listed under sponsorship level in program
• Logo on welcome reception signage

Attendance
Attendees - 2

ADDITIONAL SPONSORSHIP OPPORTUNITIES

(Must be Host Level Sponsor or higher to sponsor below)

Networking Breakfast Sponsorship
2 Sponsorships Available - $9,000 each
• CEO Exchange attendees will gather in the North & Biddle Room at 8:00 a.m. on Sept. 5 and 6 before the first session for a breakfast buffet
• Speaking opportunity
• Company logo printed on room signage
• Company name listed under Networking Breakfast sponsorship in program

Networking Luncheon Sponsorship
1 Sponsorship Available - $25,000
• CEO Exchange attendees will gather in the North & Biddle Room for a luncheon on Sept. 5
• Speaking opportunity during luncheon
• Company logo will be printed on luncheon menu
• Company logo exclusively printed on luncheon room signage
• Company name listed under Networking Luncheon sponsorship in program

Portfolio/Notebook Sponsorship
1 Sponsorship Available - $10,000
• Portfolio/Notebook will be passed out at registration to all attendees; logo included on the cover

Coffee/Refreshment Break Sponsorship
2 Sponsorships Available
Day 1 $10,000 (includes food)
• Coffee/refreshments will be brought out on Day 1 (Sept. 5); located in the back of Harvard Hall; company name and/or logo will appear on signage

Badge/Lanyard Sponsorship
1 Sponsorship Available - $3,500
• Your company name or logo will appear on the lanyard straps and passed out to all attendees at registration

WiFi Sponsorship
1 Sponsorship Available - $2,000
• Wifi password will be located on signage with company name/logo on our registration table and throughout Harvard Hall; password can be created/tailored to company name

Charging Station
1 Sponsorship Available - $3,750
• Company name/logo signage will appear at charging station in Harvard Hall

Entitlements and pricing subject to change