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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 Past Events

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

DIAMOND LEVEL SPONSORSHIP

Diamond Level Sponsorship - $75,000

Sponsorship of CEO Exchange Welcome Reception
Entitlements Include:
• A brief welcome at the CEO Exchange Welcome Reception
• 2-hour cocktail reception, open bar, extensive hors d’oeuvres
• Logo on welcome reception signage, bar and hors d’oeuvre napkins

Event Entitlements
• Executive Update - An exclusive 5 minute speaking opportunity addressing all attendees
• Company entitled to provide gift or takeaway to each attendee
• Tote bag – Company Logo included on Tote bag provided to each attendee
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage
• Company name listed under sponsorship level in program
• Logo on welcome reception signage
• Premium, full-page, color ad placement in program

PR/Editorial Promotion
• Sponsorship promotions included within select promotional information in Real Estate magazine and RISMedia’s news service and website
• Branding included in RISMedia’s Sponsor Thank You email sent to all attendees post-event - Diamond level include logo branding, 100-word company profile and linkback

Attendance
Attendees - 6

PLATINUM LEVEL SPONSORSHIP

Platinum Level Sponsorship - $50,000

SPONSORSHIP of CEO Exchange Luncheon
Entitlements Include:
• 5 minute 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

Event Entitlements
• Company entitled to provide gift or takeaway to each attendee
• Tote bag – Company Logo included on Tote bag provided to each attendee
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage
• Company name listed under sponsorship level in program
• Logo on welcome reception signage
• Full-page, color ad placement in program

PR/Editorial Promotion
• Sponsorship promotions included within select promotional information in Real Estate magazine and RISMedia’s news service and website
• Branding included in RISMedia’s Sponsor Thank You email sent to all attendees post-event - Platinum level include logo branding, 100-word company profile and linkback

Attendance
Attendees - 5

MASTER LEVEL SPONSORSHIP

Master Level Sponsorship - $25,000

Entitlements
• Tote bag – Company Logo included on Tote bag provided to each attendee
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage
• Company name listed under sponsorship level in program
• Logo on welcome reception signage
• Full-page, color ad placement in program

PR/Editorial Promotion
• Sponsorship promotions included within select promotional information in Real Estate magazine and RISMedia’s news service and website
• Branding included in RISMedia’s Sponsor Thank You email sent to all attendees post-event - Master level include compnay logo and linkback

Attendance
Attendees - 4

HOST LEVEL SPONSORSHIP

Host Level Sponsorship - $15,000

Coffee/Refreshment Break
Coffee/refreshments served on Day 1 and Day 2; All Host Sponsors’ company names and/or logos will appear on signage.

Event Entitlements
• Logo and url posted on our event website
• Logo included on main stage screen and company name listed under sponsorship level on room signage
• Company name listed under sponsorship level in program
• Logo on welcome reception signage
• Half page, color ad placement in program

PR/Editorial Promotion
• Sponsorship promotions included within select promotional information in Real Estate magazine and RISMedia’s news service and website
• Branding included in RISMedia’s Sponsor Thank You email sent to all attendees post-event - Host level include company name in text and a linkback to URL of choice

Attendance
Attendees - 3

EVENT LEVEL SPONSORSHIP

Event Level Sponsorship - $7,500

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

PR/Editorial Promotion
• Sponsorship promotions included within select promotional information in Real Estate magazine and RISMedia’s news service and website
• Branding included in RISMedia’s Sponsor Thank You email sent to all attendees post-event - Event level include company name in text and a linkback to URL of choice

Attendance
Attendees - 2

ADDITIONAL SPONSORSHIP OPPORTUNITIES

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

Networking Breakfast Sponsorship
1 Sponsorships Available - $20,000 each SOLD OUT
• CEO Exchange attendees will gather at 8:00 a.m. on Sept. 16 before the first session for breakfast
• 8-10 minute speaking opportunity
• Company logo printed on room signage
• Company name listed under Networking Breakfast
sponsorship in program

Portfolio/Notebook Sponsorship
1 Sponsorship Available - $15,000 SOLD OUT
• Portfolio/Notebook will be passed out at registration to all attendees; logo included on the cover

Badge/Lanyard Sponsorship
1 Sponsorship Available - $12,500 SOLD OUT
• Your company name or logo will appear on the lanyard straps and passed out to all attendees at registration

WiFi Sponsorship
1 Sponsorship Available - $10,000
• Wifi password will be located on signage with company name/logo on our registration table

Charging Station
Exclusive Sponsorship - $15,000 (one sponsor)
Sponsorship - $7,500 (two sponsors)
Group Sponsorship - $5,000 (three sponsors)
• Multiple charging stations containing eight (8) USB ports will be strategically placed throughout the meeting room
• Company name/logo signage will appear at charging station

Entitlements and pricing subject to change

192.168.100.57