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ABOUT  |  AGENDA  |  SPEAKERS  |  SPONSORS  |  SPONSOR OUR EVENT

RISMEDIA’S CEO EXCHANGE

ABOUT OUR EVENT

Taking place this September 12 & 13 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 2017 Real Estate CEO Exchange September 12 & 13, 2017 Harvard Club of New York City


See Photos From Last Year’s Event

2017 SPONSORS


PLATINUM SPONSORS


MASTER SPONSORS


HOST SPONSORS


EVENT SPONSORS

2017 SPEAKERS

Keynote Speaker
Ron Peltier
Chairman & CEO, HomeServices of America, Inc.
Fireside Chat
John Peyton President & CEO, Realogy Franchise Group
Guest Speaker
Katherine “Katie” Johnson
General Counsel, the NATIONAL ASSOCIATION OF REALTORS®
Candace Adams Chairman & CEO, Berkshire Hathaway HomeServices New England Properties, Westchester Properties and New York Properties
Pam O’Connor President & CEO, Leading Real Estate Companies of the World®
Neil Cresswell
Co-Founder and President, Sellstate Realty Systems
Matthew O’Connor
Chief Operating Officer, Terrie O’Connor REALTORS®
Jose Perez
Partner and Executive Vice President, Proxio
Jeremy Sicklick
Co-Founder & Chief Executive Officer, HouseCanary
Tom Tognoli
President & Chief Executive Officer, Intero Real Estate
Matt Widdows
Founder & Chief Executive Officer, HomeSmart International and HomeSmart Phoenix
Burke Smith
Chief Development & Learning Officer, Realty One Group
Joe Rand
Chief Creative Officer, Better Homes and Gardens Real Estate Rand Realty
David Tedesco
Founder, Managing Partner and CEO of True North Companies/Realty Executives
Diane M. Ramirez
Chairman and Chief Executive Officer of Halstead Real Estate
Jason Carrier
Executive Vice President, McLean Branch Leader, NM Management, Inc.
Mark Stark
CEO and Owner/Broker, Berkshire Hathaway HomeServices Arizona/California/Nevada Properties
Joan Docktor
President, Berkshire Hathaway HomeServices Fox & Roach, REALTORS
Richard “Dicky” Mopper
Broker/Owner, Engel & Volkers Savannah
Errol Samuelson
Chief Industry Development Officer, Zillow Group
Penny Nathan
Co-Founder, President and CEO, Ascent Real Estate
Scott MacDonald
President, RE/MAX Gateway
Felicia Hengle
President of Ohio Operations, Coldwell Banker Schmidt Family of Companies
Dave Garland
Director of Strategic Investments, National Association of Realtors®
John Murray
Managing Broker / President, Key Realty, Inc.
Michael Mahon
President, First Team Real Estate
Peter F. Hunt
Chairman & CEO, Hunt Real Estate Corporation/Hunt Real Estate ERA
Mark Choey
Co-Founder, Partner, CTO, Climb Real Estate
Richard “Rick” Haase
President, Latter & Blum Inc.
Lynn Reecer
CEO, Reecer Properties
Rob Lehman
Chief Revenue Officer, Compass
Sherry Chris
President & CEO, Better Homes and Gardens Real Estate LLC
Annie Hanna Engel
President and COO of Howard Hanna Insurance Services, Inc., & Chief Legal Officer of Hanna Holdings, Inc.
Tom Gallagher
Broker/Owner of Century 21 American Homes
Rick Cunningham
Owner/Investor, Keller Williams Franchises
Cleve Gaddis
Speaker & Coach, Workman Success Systems; Managing Partner/Broker, Gaddis Partners RE/MAX Center
Nate Martinez
Co-owner, RE/MAX Professionals

2017 AGENDA AT A GLANCE

GROWING YOUR BUSINESS IN UNPREDICTABLE TIMES
Consumer confidence in homeownership is riding high – the economy continues to improve and interest rates remain favorable. However, the forecast for the future remains uncertain. Low inventory, student loan debt, changing regulations and more stand to shift the housing market’s positive trajectory. During RISMedia’s 2017 Real Estate CEO Exchange, power brokers and industry leaders will identify the potential risks ahead and share strategies for increasing business and operating a profitable company despite these headwinds. From tactics for increasing agent productivity to maximizing the power of big data, leaders will discuss how they’re equipping their firms to succeed in the face of change.

DAY 1 – TUESDAY, SEPT. 12 1:30 p.m. – 5:00 p.m. – Harvard Hall

Welcome & Opening Remarks John Featherston, President & CEO, RISMedia

OPENING ADDRESS: The State of the Real Estate Union
Keynote Speaker:
Ron Peltier,
Chairman & CEO, HomeServices of America, Inc.

What Keeps You Up at Night? Overcoming Hurdles to Profitability
Running a brokerage in today’s market is no easy task. From pressure on commissions to a shortage of inventory, company dollars are being squeezed. In this session, panelists share what’s foremost on their minds and how they’re preparing their firms to overcome challenges

Moderator: John Featherston, Founder, President & CEO, RISMedia
Panelists:
Tom Tognoli, President & CEO, Intero Real Estate
Candace Adams, President & CEO, Berkshire Hathaway HomeServices New England Properties, Westchester Properties and New York Properties
Pam O’Connor, President & CEO, Leading Real Estate Companies of the World
Annie Hanna Engel, President & COO, Howard Hanna Insurance Services, Inc.; Chief Legal Officer, Hanna Holdings, Inc.
Tom Gallagher, Broker/Owner, CENTURY 21 American Homes

A Better Crystal Ball: How to Leverage Predictive Analytics
Predictive analytics is changing the way businesses operate, providing new insights into consumer behavior on a seemingly daily basis. In this session, experts will discuss what role predictive analytics will play in the real estate business, how to use it to your advantage, and how to avoid the pitfalls along the way.

Moderators:
John Featherston, Founder, President & CEO, RISMedia
Dave Garland, Partner, Second Century Ventures; Director of Strategic Investments, the National Association of REALTORS
Panelists:
Jeremy Sicklick, Co-founder & CEO, HouseCanary
Scott MacDonald, Broker/Owner, President, RE/MAX Gateway
Mark Choey, Co-founder & CTO, Climb Real Estate
John Murray, Managing Broker & President, Key Realty
*Transportation leaves from the Harvard Club to the ATLANTICA at 5:30 p.m. Transportation returns to the Roosevelt Hotel at 10:00 p.m.
6:00 p.m.* – SPECIAL EVENTThe CEO Exchange Dinner Aboard the ATLANTICA Private Yacht

RISMedia’s CEO Exchange Welcome Dinner will be hosted aboard an elite private yacht offering a 3.5-hour sunset tour around Lower Manhattan. Join us for this unforgettable networking event with unparalleled views of New York City!

DAY 2 – WEDNESDAY, SEPT. 13

7:45 a.m. Networking Breakfast sponsored by DocuSign

Transforming the Real Estate Transaction in the On-demand Economy
Speaker:
Georg Gerstenfeld, Vice President & General Manager of Global Real Estate

8:45 a.m. – 4:00 p.m. – Harvard Hall

The New Rules of Consumer Engagement
With today’s vast array of communication touch points—from Facebook to door knocking—effectively engaging with clients on all levels presents a challenge. In this session, learn how innovators are generating leads, taking marketing efforts to the next level, and seeing real ROI with the right communication tools, systems and strategies for engagement.
Moderator:
Burke Smith, Chief Development & Learning Officer, Realty One Group

Panelists:
Sherry Chris, President & CEO, Better Homes and Gardens Real Estate LLC
Jason Carrier, Executive Vice President/Branch Leader, NM Management, Inc., CENTURY 21 New Millennium
Diane M. Ramirez, Chairman and Chief Executive Officer of Halstead Real Estate
Matthew O’Connor, Chief Operating Officer, Terrie O’Connor REALTORS
Joan Docktor, President, Berkshire Hathaway HomeServices Fox & Roach, REALTORS

The Evolution of the Real Estate Model: Are You Adapting Fast Enough?
As brokers continue to refresh and revamp the tried and true approach to the real estate business, will your firm be able to keep up and compete? In this session, find out how and why some firms are succeeding with a new approach to the standard real estate model, and whether or not your firm is at risk of being disrupted.
Moderators:
John Featherston, Founder, President & CEO, RISMedia;
Jose Perez, Executive Vice President of Global Sales, Proxio
Panelists:
David Tedesco, Founder, Managing Partner and CEO of True North Companies/Realty Executives
Matt Widdows, Founder & CEO, HomeSmart Intl.
Rob Lehman, Chief Revenue Officer, Compass
Mark Stark, CEO and Owner/Broker Berkshire Hathaway HomeServices Arizona/California/Nevada Properties
Errol Samuelson, Chief Industry Development Officer, Zillow Group
Richard “Rick” Haase, President, Latter & Blum, Inc.
From the Outside In: Meet John Peyton
Meet the Realogy Franchise Group’s new CEO and find out what his corporate experience and diverse background will bring to some of real estate’s largest brands. Nick Bailey, President & CEO of Century 21 Real Estate LLC, will also join the discussion, sharing his innovative vision for the future of this iconic brand.
Agent Teams: How to Manage, Maximize and Mitigate Risk
Like it or not, agent teams are here to stay – and growing by the minute. In this session, learn how brokers are handling teams both financially and logistically to ensure they’re a boon to your business…not a liability.
Moderator:
Cleve Gaddis, Speaker & Coach, Workman Success Systems; Managing Partner/Broker, Gaddis Partners, RE/MAX Center
Panelists:
Rick Cunningham, Owner/Investor, Keller Williams Franchises
Lynn Reecer, President/CEO/Managing Broker, Reecer Properties
Peter Hunt, Chairman, CEO and President, Hunt Real Estate Corp., Hunt Real Estate ERA
Nate Martinez, Co-owner, RE/MAX Professionals
12:40 p.m. Networking Luncheon Featuring a Q&A with Bob Goldberg, CEO, National Association of REALTORS
Averting Disaster: The Top 3 Risks to Your Brokerage and How to Avoid Them

Featured Speaker:

Katherine “Katie” Johnson, General Counsel, The National Association of REALTORS

The Verdict is In: Agent Loyalty is Out – Now What?
Your top producers are your prized commodity but is loyalty the end game? Are your retention efforts working and worth the investment? Hear from brokers who are recruiting and maximizing their agent force to ensure profitability for all.

Moderator:
Joe Rand, Chief Creative Officer, Better Homes and Gardens Real Estate Rand Realty

Panelists:
Neil Cresswell, Co-Founder and President, Sellstate Realty Systems
Michael Mahon, President, First Team Real Estate
Penny Nathan, President and CEO, Ascent Real Estate
Richard “Dicky” Mopper, Broker/Owner, Engel & Volkers
Savannah Felicia Hengle, President of Ohio Operations, Coldwell Banker Schmidt Family of Companies

3:00 p.m. – Closing Reception
Check Back for Agenda and Speaker Updates

CEO EXCHANGE SPONSORSHIP OPPORTUNITIES

PLATINUM LEVEL SPONSORSHIP

Platinum Level Sponsorship - $65,000

Sponsorship of CEO Exchange Dinner
Entitlements Include:
• 3.5 hour sunset dinner cruise, including transportation to and from Chelsea Piers, open bar, plated dinner and dancing
• 4 minute speaking opportunity at the CEO Exchange and a brief welcome at the CEO Exchange reception/dinner
• 1 reserved company dinner table
• Logo on dinner menu and Atlantica Sponsor 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 - $30,000

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

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

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

Attendance
Attendees - 2

ADDITIONAL SPONSORSHIP OPPORTUNITIES

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

Networking Breakfast Sponsorship
1 Sponsorship Available - $17,500
• CEO Exchange attendees will gather in the North & Biddle Room at 8:00 a.m. on Sept. 13 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. 13
• 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

Closing Reception Sponsorship
2 Sponsorships Available - $10,000 each
• CEO Exchange attendees will gather in the North/Biddle Room immediately following the Closing Session on Sept. 13; cocktails and h’ordeuvres to be served
• Company logo will be printed on or near bar signage
• Company logo printed on Closing Reception room signage
• Company name listed under Closing Reception sponsorship in program
• Logo printed on napkins
• Ice sculpture opportunity

Portfolio/Notebook Sponsorship
1 Sponsorship Available - $10,000 SOLD OUT
• 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), Day 2 $5,000
• Coffee/refreshments will be brought out on Day 1 morning and Day 2 afternoon; 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