1. AE Bootcamp Toni Cockeram Monday, July 28, 2014 11:15 a.m. – 12:15 p.m.

2. I appreciate your request for information from the Bootcamp Presentation. It was truly an honor and a privilege to share the information with you. As I mentioned, Toni Parker presented this BOOTCAMP for several years at RAEC, so if you would like to thank her, I know she would love to hear from you - Toni Parker [tparker@vbr.net]. The presentation has almost all of the links to the sites that have the specific materials that were discussed. If you have any difficulty linking to a specific site, just let me know. Some of you asked for some additional information and gave me your contact info or emailed me to remind me. Should I forget to send you what you asked for, or if you think of something else that we discussed and you want further information, just let me know. My contact information is: 912-264-2915. toni@goldenislesrealtors.com. I look forward to working with membership, leadership and staff toward Building a Stronger Foundation and know that you do too. Keep in touch and if we don’t meet again during the year at other meetings, I look forward to seeing you all next year at RAEC in Charlotte! tlc (Toni Lanter Cockeram)toni@goldenislesrealtors.com

4. A Primer for the New…

5. Who Has Attended: NAR’s New AE Training? NAR’s Annual Leadership Summit? NAR’s Association Executives Institute*? Who Has Attended: NAR’s New AE Training? NAR’s Annual Leadership Summit? NAR’s Association Executives Institute*?

6. Who Has Been to REALTOR.org? Checklist for New AE’s? http://www.realtor.org/ae/manage-your- association/resources-for-new-aes/checklist-for- new-aes Taken any Self Study Courses? Start NOW Who Has Been to REALTOR.org? Checklist for New AE’s? http://www.realtor.org/ae/manage-your- association/resources-for-new-aes/checklist-for- new-aes Taken any Self Study Courses? Start NOW

7. Get in touch with - Your State Association Get to know the: State Association Staff Get in touch with - Your State Association Get to know the: State Association Staff

8. Where to find Answers Fast (and Free) Information Central Mentors, Peers, GAR AE Listserve (for Georgia AEs)GAR AE Listserve www.realtor.org/ae/communities-and- resources www.Nonprofitcenter.com www.ASAECenter.org

9. NAR's Information Central team creates and maintains an extensive number of Field Guides which are specifically aimed at AEs and those in leadership positions. To access toolkits for Association Management operations, visit the Popular Toolkits section of the MANAGE YOUR ASSOCIATION page http://www.realtor.org/ae/manage-your- association. Have an idea for an AE-focused Field Guide? infocentral@realtors.org to send us your suggestions. NAR's Information Central team creates and maintains an extensive number of Field Guides which are specifically aimed at AEs and those in leadership positions. To access toolkits for Association Management operations, visit the Popular Toolkits section of the MANAGE YOUR ASSOCIATION page http://www.realtor.org/ae/manage-your- association. Have an idea for an AE-focused Field Guide? infocentral@realtors.org to send us your suggestions.

10. The following communities and resources connect AEs with their peers and support them in their roles as association managers. AE Competencies and Bodies of Knowledge AE INS Weekly e-Newsletter AE Talk Listserv AE YPN on Facebook Commercial Real Estate Find an Association New AEs on Facebook RARE Information Exchange REALTOR AE Magazine The Answer Book http://www.realtor.org//ae/communities-and-resources

11. Local, state, and territorial associations of REALTORS®, as a condition of membership in the National Association of REALTORS®, must meet NAR’s Organizational Alignment Core Standards, a set of requirements that fall into six categories:Organizational Alignment Core Standards Code of Ethics Advocacy Consumer Outreach Unification Efforts and Support of the REALTOR® Organization Technology Financial Solvency Local, state, and territorial associations of REALTORS®, as a condition of membership in the National Association of REALTORS®, must meet NAR’s Organizational Alignment Core Standards, a set of requirements that fall into six categories:Organizational Alignment Core Standards Code of Ethics Advocacy Consumer Outreach Unification Efforts and Support of the REALTOR® Organization Technology Financial Solvency

12. NonProfitCenter.com: Self Auditing Process Where is your IRS Letter of Determination? 501(c)6? 501(c)3? For Profit? Separate MLS Corporation? Where are your Articles of Incorporation? When was the last time NAR reviewed your Bylaws? Is D&O Insurance Policies in Effect? What is the Association’s Federal ID Number? Where are copies of last years filed taxes? Has the sales tax exemption been filed? NonProfitCenter.com: Self Auditing Process Where is your IRS Letter of Determination? 501(c)6? 501(c)3? For Profit? Separate MLS Corporation? Where are your Articles of Incorporation? When was the last time NAR reviewed your Bylaws? Is D&O Insurance Policies in Effect? What is the Association’s Federal ID Number? Where are copies of last years filed taxes? Has the sales tax exemption been filed?

13. You are Accountable – So Create Checks & Balances Learn and Adhere to Accounting Principles Have Written Procedures for EVERYTHING If You Don’t Know – ASK, Use your resources, GOOGLE! You are Accountable – So Create Checks & Balances Learn and Adhere to Accounting Principles Have Written Procedures for EVERYTHING If You Don’t Know – ASK, Use your resources, GOOGLE!

14. Reporting to Leadership Align Budget to the General Ledger For Committee…Balance Sheet, Budget YTD, P&L For Treasurer…Check Register For Board of Directors…Balance Sheet, Budget Performance Budget Considerations NAR’s Field Guide to Association Budgets & Reserves Project Management Forecasting Reporting to Leadership Align Budget to the General Ledger For Committee…Balance Sheet, Budget YTD, P&L For Treasurer…Check Register For Board of Directors…Balance Sheet, Budget Performance Budget Considerations NAR’s Field Guide to Association Budgets & Reserves Project Management Forecasting

15. Have a Contract and Position Descriptions in Place Staff Teaches Leaders Position Descriptions Monthly list of expectations Have a Contract and Position Descriptions in Place Staff Teaches Leaders Position Descriptions Monthly list of expectations

16. Simple steps to take to accomplish establishing mutual trust: Lunches with Board Members, Chats with Chairs Be an Exemplary Role Model Say Thank You Often Remember...who makes decisions is not nearly as important as the quality of information on which decisions are made. Next…Move from Great to Excellent Simple steps to take to accomplish establishing mutual trust: Lunches with Board Members, Chats with Chairs Be an Exemplary Role Model Say Thank You Often Remember...who makes decisions is not nearly as important as the quality of information on which decisions are made. Next…Move from Great to Excellent

17. Robert’s Rules of Order Keep Latest Edition on the Shelf Buy a Condensed Version & READ Official Website with Q&A Forum: robertsrules.com robertsrules.com Robert’s Rules of Order Keep Latest Edition on the Shelf Buy a Condensed Version & READ Official Website with Q&A Forum: robertsrules.com robertsrules.com

18. Enhancing Committee Effectiveness by John Schlegel, CAE Annual Committee Planning & Training Enhancing Committee Effectiveness by John Schlegel, CAE Annual Committee Planning & Training

19. Be a High Visibility AE – Office Visits Education Classes Take All Opportunities to Meet Be Prepared with Questions, Pen & Paper Be a High Visibility AE – Office Visits Education Classes Take All Opportunities to Meet Be Prepared with Questions, Pen & Paper

20. Have a Communications Plan Annual Surveys Brief Surveys (How are we doing; polls), Evaluations Periodic Newsletters Member Forums Social Media – Facebook, Twitter, etc Office Meetings Have a Communications Plan Annual Surveys Brief Surveys (How are we doing; polls), Evaluations Periodic Newsletters Member Forums Social Media – Facebook, Twitter, etc Office Meetings

21. Can You List Your Member Benefits? Have a Brochure? For REALTORS® & Affiliates? Be Familiar with All Member Services Kill Sacred Cows…With Facts Evaluate all Programs & Projects – Before & After Audit to Determine True Costs…Including Staff Organization & Knowledge is Key Make it Worth the Member’s Time! Can You List Your Member Benefits? Have a Brochure? For REALTORS® & Affiliates? Be Familiar with All Member Services Kill Sacred Cows…With Facts Evaluate all Programs & Projects – Before & After Audit to Determine True Costs…Including Staff Organization & Knowledge is Key Make it Worth the Member’s Time!

22. Strategic Planning Provides Central Focus & Direction Conflicts Arise When Goals Aren’t Shared Creation of Goals by Consensus Builds Trust through Common Interests Steps to Success & Satisfaction Vision, Mission Overall Goals Executable Steps Monitoring Method How to Get Your Own Strategic Plan Strategic Planning Provides Central Focus & Direction Conflicts Arise When Goals Aren’t Shared Creation of Goals by Consensus Builds Trust through Common Interests Steps to Success & Satisfaction Vision, Mission Overall Goals Executable Steps Monitoring Method How to Get Your Own Strategic Plan

23. Vision Gives Life to Purpose Knowing Where You are Going will get You There Strategic Planning for Your Future Sets an Example for Leadership Creating Your Personal Vision Short, Memorable & Full of Meaning Constant Reminders Vision Gives Life to Purpose Knowing Where You are Going will get You There Strategic Planning for Your Future Sets an Example for Leadership Creating Your Personal Vision Short, Memorable & Full of Meaning Constant Reminders

24. Focus on the future you want, not the problems you have. Once you’ve conjured up an image of the most desirable future, consider what your actual future will look like if you continue on your current path. Then determine what needs to change to produce the more favorable outcome.

25. Get Organized! Or …