South Bay Association of REALTORS®

Tue JUN 18	Types of Entities and Syndication Did you know that, when you combine two or more investors to buy a property or fund a loan on a property, you are probably creating a security? When you create a security you will need to operate under both the state and federal securities rule. You can do this, but be sure to do it legally! During this session we will discuss what is a security, what are the security laws you need to follow and what entities are being used to form investment groups today. You will also hear about the mistakes that real estate agents are making in this area of practice today, and learn how to avoid those mistakes yourself. As a practicing attorney, in the area of real estate securities laws, Gene Trowbridge, Esq., CCIM, through his law firm Trowbridge and Taylor, LLP participates in helping his clients operate within the securities laws safely.	Location: SBAOR Hall Time: 9:00am-11:00am Instructor: Gene Trowbridge, Esq Click to Register
Tue JUN 18	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos Click to Register
Tue JUN 18	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue JUN 18	Hall Reserved 11-5	Location: SBAOR Hall Time: 11:00am-5:00pm
Tue JUN 18	Commercial Committee Meeting-CANCELLED Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Tue JUN 18	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Wed JUN 19	Hall Reeserved All Day	Location: SBAOR Hall Time: 8:00am-5:00pm
Thu JUN 20	Broker Breakfast at SBAOR We are always striving to give our Broker/Managers training and tools to help you better serve your agents. Please join us for this informative FREE breakfast and networking event. Carolyn D'Agosta’s presentation on “Risky Business” will cover: Multiple Offers, Duties to Sellers, Duties to Buyers, Presenting all offers, Avoiding conflicts of interest, Avoiding Pocket Listings, MLS exclusions, Multiple offers and Backup offers. Remember CAR ethics report affects you and your business. She will also be giving updates on BIG FINE changes, HOT Topic issues and new lawsuit areas to watch!!!! You don’t want to miss this event! Carolyn is a CAR Chairman of Pro Standards and she has also been on the Legal Affairs committee, Standard Forms committee and a Legal Action fund trustee. She has also been a past chairman of NAR's Pro Standards, Risk Management, Agency Issues and Legal Acton Fund Trustee's committees. She is currently serving as Vice Chairman of NAR Professional Standards Forum. Carolyn has served as an Expert Witness and consulted on hundreds of real estate lawsuits. We will also have an update from David Kissinger, SBAOR Government Affairs Director, on hot topics in our cities that will affect you and your agents. Space is limited to the first 50 RSVP’s. Sponsored By: Jorge Pimentel, SWBC Mortgage Mark Applegate, MARK E. APPLEGATE INSURANCE AGENCY Tony Genova, BPG Jesse Dougherty, Status Flow Iris Messina, Real Estate Videographers	Location: SBAOR Hall Time: 9:00am-11:00am Click to Register
Thu JUN 20	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos Click to Register
Thu JUN 20	Risk Management Seminar Carolyn D Sponsored By: Sam Martelaro, Farmers Insurance Paul Popovich, PNC Mortgage Margie Mears of Old Republic Home Protection	Location: SBAOR Hall Time: 12:00pm-3:00pm Click to Register
Thu JUN 20	CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system. •How to Access CARETS Commercial •Searching Techniques •How to Add & Modify a Listing •How to Generate a CMA Report Map Search •Email & Print Listings •How to Add & Modify a Photo •How to Search for Agents REQUIREMENTS: NONE	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Click to Register
Fri JUN 21	Agent Photo Day Top Real Estate Photographer, Sean Kenney will be on location for agent photo shoots for business cards or any other type marketing materials. Prices start at $79. Hair & make-up services also available. Call to set up an appointment or simply walk-in. 818-288-8116 or www.BizPhoto.com	Location: SBAOR Hall Time: 12:30am-4:00pm
Fri JUN 21	Eliminate the FICO Mystery to Significantly Improve Your Buyer’s Qualifications • What is FICO and tips for a better score • Credit Bureau scorecard • Damage Points: How it Affects the FICO Score • Credit inquiries • Negative factors regarding public records • How credit mistakes are made • Checking your credit report for errors • Credit Analyzer & Simulator Tools • Rapid Re-score	Location: SBAOR Hall Time: 9:00am-11:30am Instructor: Jerry Friedman - Certified Mortgage Planner with 20+ years experience as a direct lender and mortgage banker, Jerry has devoted his career to counseling his clients and those of his peers in the areas of Credit Repair & Budgeting. Jerry will be sharing his insight into the FICO system and how you can help your Buyers and Sellers overcome their credit challenges. Click to Register Click here for flyer
Tue JUN 25	Intermediate Property Management Course Effective property Management Application process * credit checks * verifications * work history * rental History * co-signers Lease agreement * lease vs MO to MO * special clauses * security deposit and other deposits During the tenancy * Maintenance * Inspections * following house rules Vacancies * Turn around time * Marketing and advertising	Location: SBAOR Hall Time: 9:00am-11:00am Instructor: Vivian Torelli Click to Register
Tue JUN 25	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos Click to Register
Tue JUN 25	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Tue JUN 25	Global Panel Event-Featuring Europe The World is Your Market Get Your Share of Inbound, Outbound and Multicultural Business! Join us for a global event featuring Europe and educate yourself by listening to a panel of seasoned professionals speak on their experiences with the different countries of Europe. Panelists: Griselda Mendoza Cadman - REALTOR® All you need to know about inbound and outbound real estate between USA and Spain and Greece. James Jang - Premium Mortgage Consultant - HSBC All you need to know about loans to foreign nationals with HSBC. Nick Zigic - REALTOR® - American Business & Real Estate Center, CIPS, TRC, President of the Real Estate Association of Bosnia & Herzegovina, Chair of the AAR Global RE Committee, NAR Ambassador Association liaison to Austria All you need to know about inbound and outbound real estate transactions between the USA and Bosnia, Herzegovina and Austria. Nasrin Anvaripour - Escrow Manager - Brighton Escrow All you need to know about escrows with foreign nationals with Brighton Escrow.	Location: SBAOR Hall Time: 2:30pm-4:30pm Click to Register
Wed JUN 26	Computer Lab Booked	Location: SBAOR Computer Lab Time: 8:00am-5:00pm
Wed JUN 26	The Path of Credit Recovery In this workshop, you will learn how you can position yourself ahead of the curve by using accurate credit education (not quick fixes) as a tool to create current and future pipeline of well-informed and indebted clients, and by transforming tenants (including mortgage defaults victims) to would-be eligible homebuyers. Topics Nabil will cover in his workshop include: • The difference types of FICO & FAKO credit scores • How the FICO score is truly calculate • How to read and evaluate a Tri-Merged credit report • How mortgage defaults (short sale, deed in lieu & B/K) impact FICO score • How Fannie, Freddie and FHA waiting periods work • How to find the prime in subprime through Non-Traditional credit scores • How to shield your client from the 3 National credit bureaus tricks & traps • How credit repair scams harm you & your clients • How to use credit education and not quick fixes to increase your referral base and much more! This is an exceptional opportunity at $49 (regularly priced at $199.00)	Location: SBAOR Hall Time: 9:00am-1:00pm Instructor: Nabil Captan - Nabil created and presents The Truth about Credit Scores and Credit Reports. Nabil is a Center Stage Speaker for Wells Fargo Home Mortgage and also teaches at various community colleges in California. Nabil has participated in numerous conferences, panels and round table for Real Estate Professionals, Financial Planners, lenders, educators and Credit Counselors. Nabil is also a contributor and regular speaker for SBA/ Score. Nabil was nominated for the U.S. Small Business Administration's "Financial Services Champion of the Year 2010. To view the full bio, go to: www.nabilcaptan.com Click to Register
Wed JUN 26	Board of Directors Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Thu JUN 27	Computer Lab Booked	Location: SBAOR Computer Lab Time: 8:00am-5:00pm
Thu JUN 27	Hall Booked 9am-1pm BK Seminar Pros. (Private Rental)	Location: none Time: 9:00am-1:00pm
Thu JUN 27	Flight Path Learning Center & Museum - REALTOR Field Trip Los Angeles International Airport: Past, Present and Future The Community Committee of the SBAOR invites you to join us for a private tour of the Flight Path Learning Center & Museum on the grounds of Los Angeles International Airport, the sixth business airport in the world. After your visit, you will realize the enormous significance that LAX has in the history of airlines and aviation. The Flight Path Learning Center is an amazing place where that history is preserved and alive. The museum contains artifacts from donors and covers a wide range of airline and military aviation history at LAX and in southern California in general. The building also affords fantastic views of the south complex runways. Following the tour, join us for a luncheon at the Proud Bird Restaurant - at 11022 Aviation Blvd. just a short drive away - and hear our keynote speaker discuss what is happening at LAX today and what is the vision for LAX’s future. As one of the leading economic engines in our region, Los Angeles International Airport has an impact on your clients all over the South Bay and even further away throughout Southern California. Don’t miss this great opportunity for great information and more to think about for the benefit of your real estate clients. For more information on the museum please visit: http://www.flightpath.us/ No-shows or cancellations will be billed an additional $20 fee. Cancellations must be made no later than 6/19/2013 by 5pm.	Location: The Flight Path Learning Center is located in the LAX Imperial Terminal, located at 6661 W. Imperial Highway, Los Angeles on the south side of the airport. Approach from the east via the 105 (Century) Freeway. Time: 10:00am-1:30pm Click to Register click here for flyer
Thu JUN 27	YPN Networking Event - Benefiting the P.S. I Love You Foundation This event will be a great opportunity for you to network with your fellow REALTORS® and give back to your community. Plus a chance to learn more about the P.S. I Love You Foundation and their “Beach Day” event and a great raffle with fabulous raffle prizes. In order to take part in the event ALL attendees MUST bring a new beach towel or new sand toys to donate to the P.S. I Love You Beach Day Event in July	Location: American Junkie in Hermosa Beach Time: 4:00pm-6:00pm Click to Register
Fri JUN 28	Computer Lab Booked	Location: SBAOR Computer Lab Time: 8:00am-5:00pm
Fri JUN 28	How To Avoid a Lawsuit - Disclosure & The Liability of off-Market Listings This presentation by attorney Steven Spierer will cover the liability issues that arise from off-market listings as well as disclosure issues that will help keep you out of court. You won't want to miss this informative presentation!	Location: SBAOR Hall Time: 9:00am-10:30am Instructor: Steven Spierer - Graduated from Southwestern University School of Law in Los Angeles, California in 1977. He graduated from California State University at Dominquez Hills, with a B.A. in Political Science, in 1975. Steve is one of two founding partners of the law firm of Spierer, Woodward, Corbalis & Goldberg, which began operating in 1978, now located in Redondo Beach, California and Englewood, Colorado. Steve is one of the partners in charge of the litigation practice for the law firm which employs eight attorneys, three paralegal's, and various support personnel and which focuses on litigation and transactions in Real Estate, Business, and Estate Planning. Steve provides representation to a wide spectrum of real estate brokers and agents, as well as medium to high net worth individuals and small to medium sized businesses. Steve is a frequent lecturer on various real estate subjects which include "Strategic and Tactical Use of the California Residential Real Estate Purchase Agreement by Realtors®," "Avoiding Sexual Harassment Claims," and "How to Practice Real Estate Without Getting Sued." Steve has testified as an expert witness on issues related to the standard of care of attorneys and real estate brokers, agents, sellers, and buyers in real estate transactions ranging from simple to complex. Steve has acted successfully as a Mediator and a facilitator for settlement of a wide variety of legal, economic, and other issues. As a litigation attorney he has successfully resolved a tremendous number of cases via successful settlement negotiation, both in and outside of formal mediation. Steve has been awarded the highest rating by the national rating organization Martindale Hubbell: AV, meaning preeminent/high legal ability/very high ethical standards. Steve hosts a live Saturday radio talk show broadcasting live from Los Angeles on TalkRadioOne.com. Past episodes of that program are available for download at that website as well. Steve is a general partner/managing member of several real estate partnerships, ventures, and limited liability companies and currently has ownership interests in and participates in the management leadership of apartment complexes, shopping centers, office, and commercial buildings in California, Arizona, Washington, and Colorado. Steve is married, has three adult children, and resides in Palos Verdes Estates, California. Click to Register
Tue JUL 2	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue JUL 2	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos Click to Register
Tue JUL 2	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Tue JUL 2	Matrix Updates *IMPORTANT CANCELLATION POLICY* Effective for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* COURSE DESCRIPTION In this course you will learn the latest features and enhancements that the CRMLS Matrix platform has to offer. CRMLS is constantly looking at and providing cutting edge technology for its subscribers.	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Wed JUL 3	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Thu JUL 4	Office Closed in Observance of 4th of July	Time: 8:00am-5:00pm
Fri JUL 5	Office Closed in Observance of 4th of July Holiday	Time: 8:00am-5:00pm
Mon JUL 8	Computer lab booked	Location: SBAOR Computer Lab Time: 8:00am-12:00pm
Mon JUL 8	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue JUL 9	Commercial Escrows-Differences and Things to look for Come learn all about commercial property transactions and the differences in escrow. The agent will be empowered with the knowledge to begin processing a rudimentary commercial transaction. Aaron Lloyd is the President and CEO of Sunset One Escrow, Inc. Aaron is a former Commercial Realtor and former Vice President for a Los Angeles based Property Management company, and is a frequent speaker and educator within the Escrow and Real Estate communities.	Location: SBAOR Hall Time: 9:00am-11:00am Instructor: Aaron Lloyd-Sunset One Escrow and Sally Rowshawn Click to Register
Tue JUL 9	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue JUL 9	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos Click to Register
Tue JUL 9	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Tue JUL 9	Realist Tax: Your Farming Resource *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Realist Tax: Your Farming Resource ________________________________________ Description: Discover how to search for property Tax data and foreclosure activity throughout California. This class will also cover how to generate mailing labels, neighborhood profile reports, flood and parcel maps, and farm packages including distressed properties. Searching Techniques Generate a Foreclosure Activity Search Get comparable and create CMA Report Generate Neighborhood Profile Reports Create mailing labels Print Email Get Parcel Maps Get Flood and Grant Deeds images	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Wed JUL 10	ZipForms Plus ZipForms Plus - Learn how to use Zipforms Plus, the brand new, Java-free web based application which can be used in multiple browsers (Google Chrome, Mozilla Firefox, Safari, etc.) to complete contracts and manage your transactions. This class will include how to create transactions, use the auto-populating cover sheet, email, fax, mortgage calculator, sticky notes, MLS-connect, adding non-CAR docs to your transaction, clause manager, templates and more. This class does not include Digital Ink, TouchSign, or Mobile Zipforms (no iPad). For training on those please sign up for the class "Electronic Signatures and Mobile Zipforms".	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Rob Morel Click to Register
Wed JUL 10	Electronic Signatures & Zipforms Mobile Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures. ZipForms Mobile - Explore the latest enhancements to zipForm®Mobile Web Edition. Access your transactions from a smartphone or tablet computer whenever and wherever you are. With TouchSign™, your clients can use either their finger or a capacitive stylus to sign documents on a touchscreen tablet as they normally would on a paper document. Agents can review the document with the client and then go immediately to signing without printing a single piece of paper. Additional features include direct integration with zipVault™ document storage.	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Robert Morel Click to Register
Wed JUL 10	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Thu JUL 11	License Renewal Seminar Enrollment includes: Revei’s License Renewal CE Package and a review of correspondence course material that will help you attain the necessary information to complete your continuing education. Review will include an overview of learning objectives, a Q&A session, and completion of incremental assessments. Instructions for completing final exams online will be handed out at the end of the review. Questions?: Please contact Revei (800) 582-7979.	Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI. Click to Register
Thu JUL 11	Professional Standards See Nikki	Location: SBAOR Board Room Time: 9:00am-12:00pm
Thu JUL 11	Commercial Networking Mixer Industry Shakers and Stirrers come and get together for drinks and to get better acquainted. • Make quality business connections and mingle with top professionals. • Increase you contacts and connections. • Network with other people who you can be a resource to and who can be a resource to you. • Bring plenty of business cards, and flyers to promote your listings! No Host Bar. Appetizers Provided.	Time: 4:00pm-6:00pm Click to Register
Tue JUL 16	Transnational Referral Certification (TRC) The goal of the Transnational Referral Certification is to prepare real estate professionals to make and receive compensated referrals using the Transnational Referral system developed by the International Consortium of Real Estate Associations (ICREA). Students will learn how to integrate international referrals, resulting in increased income, into their business plans. When you are involved in an international referral, as a referring or receiving agent, the TRC demon-strates to other real estate professionals that you are well versed in the procedures of the Transna-tional Referral system, have pledged to follow a code of conduct in business dealings, and expect that compensation, paid in a timely manner, will be an integral part of the transaction. Real estate professionals prepared to work with agents in other countries to give and receive client referrals can earn more income, provide an important service to their client, and keep the client as a source of future business.	Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Nick Zigic Click to Register
Tue JUL 16	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue JUL 16	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Wed JUL 17	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos Click to Register
Wed JUL 17	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Mon JUL 22	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Tue JUL 23	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos Click to Register
Tue JUL 23	Matrix Updates *IMPORTANT CANCELLATION POLICY* Effective for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* COURSE DESCRIPTION In this course you will learn the latest features and enhancements that the CRMLS Matrix platform has to offer. CRMLS is constantly looking at and providing cutting edge technology for its subscribers.	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Click to Register
Wed JUL 24	Board of Directors Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00am
Thu JUL 25	Business Opportunities 102 This INTERACTIVE WORKSHOP provides RESIDENTIAL and COMMERCIAL agents with the knowledge and tools needed to successfully, and with LEAST LIABILITY complete the business opportunity transactions they take on. Agents will learn how to: • Understand the BizOps sales industry, and get acquainted with vocabulary and definitions • Successfully and efficiently qualify prospects and convert them into clients • Analyze the operations and books of a business • Create adjusted cash-flow statements (recasting), and do simple valuations • Learn the entire BizOps sales cycle including Escrow procedures presented by a Bulk Sales Escrow officer • Receive a full set of transaction paperwork, and forms training DRAMATICALLY reduce YOUR BUSINESS LIABILITY BE A PRO, KNOW YOUR STUFF A MUST FOR ANY REAL ESTATE BROKERAGE THAT ALLOWS AGENTS TO DO BIZOPS.	Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Nick Zigic Click to Register
Mon JUL 29	Member Appreciation Week	Location: SBAOR Hall Time: 9:00am-5:00pm
Mon JUL 29	Negotiation Basics for REALTORS - Day 1 Join C.A.R. Education for and exciting 4-hour course - the first in a two part series that provides tools and information to help you understand the fundamentals of negotiation with different theories of how to negotiate. The class includes factors that affect the negotiation process, how to overcome difficult situations, and how to work with difficult people. During the last part of the course, you will have the opportunity to practice your new skills in mock negotiation exercises. * Identify factors affecting the negotiation process, such as cultural/economic differences, morals, personal traits, and environmental factors. * Effectively prepare for a negotiation by identifying and evaluating goals. * Utilize, identify, and successfully respond to common negotiation strategies and tactics. * Overcome obstacles and successfully close (and know when to walk away) from the deal. * Identify ethical issues in negotiation and avoid engaging in unethical behavior. * Develop and strengthen basic negotiation skills to provide better outcomes for you and your clients.	Location: SBAOR Hall Time: 6:00pm-8:00pm Instructor: Annette Graw - has been an active REALTOR® since 1974, earned her Broker's license in 1977 and has management experience since 1979. She is a founding Broker of South Bay Brokers, Inc. and has received the prestigious distinction of being named Honorary Director-for-Life of the California Association of REALTORS®. Annette has the designations of GRI, CRS and ABR. She has been a Master Instructor for the California Association of REALTORS® since 1989. Click to Register click here for flyer
Tue JUL 30	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos Click to Register
Tue JUL 30	Member Appreciation Week	Location: SBAOR Hall Time: 9:00am-5:00pm
Tue JUL 30	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos Click to Register
Tue JUL 30	Negotiation Basics for REALTORS - Day 2 Join C.A.R. Education for and exciting 4-hour course - the first in a two part series that provides tools and information to help you understand the fundamentals of negotiation with different theories of how to negotiate. The class includes factors that affect the negotiation process, how to overcome difficult situations, and how to work with difficult people. During the last part of the course, you will have the opportunity to practice your new skills in mock negotiation exercises. * Identify factors affecting the negotiation process, such as cultural/economic differences, morals, personal traits, and environmental factors. * Effectively prepare for a negotiation by identifying and evaluating goals. * Utilize, identify, and successfully respond to common negotiation strategies and tactics. * Overcome obstacles and successfully close (and know when to walk away) from the deal. * Identify ethical issues in negotiation and avoid engaging in unethical behavior. * Develop and strengthen basic negotiation skills to provide better outcomes for you and your clients.	Location: SBAOR Hall Time: 6:00pm-8:00pm Instructor: Annette Graw - has been an active REALTOR® since 1974, earned her Broker's license in 1977 and has management experience since 1979. She is a founding Broker of South Bay Brokers, Inc. and has received the prestigious distinction of being named Honorary Director-for-Life of the California Association of REALTORS®. Annette has the designations of GRI, CRS and ABR. She has been a Master Instructor for the California Association of REALTORS® since 1989. Click to Register click here for flyer
Wed JUL 31	Member Appreciation Week	Location: SBAOR Hall Time: 8:00am-5:00pm
Thu AUG 1	Member Appreciation Week	Location: SBAOR Hall Time: 8:00am-5:00pm
Fri AUG 2	General Membership Meeting with C.A.R. Executive V.P. Joel Singer	Location: SBAOR Hall Time: 9:00am-11:00am
Tue AUG 6	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue AUG 6	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos
Tue AUG 6	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Tue AUG 6	Cloud CMA *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Cloud CMA is an online report generator that uses MLS data and listing photos to help you easily create incredible reports in the office and on the go. Cloud CMA's report generator is compatible with most web enabled devices and includes the following: „h Great looking Comparative Analysis Reports (CMA) * Informative Buyer Tours * Comprehensive Property Reports * Innovative Flyers	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos
Wed AUG 7	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Thu AUG 8	New Member Orientation	Location: SBAOR Hall Time: 9:00am-12:30pm Click to Register
Fri AUG 9	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos
Fri AUG 9	CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system. •How to Access CARETS Commercial •Searching Techniques •How to Add & Modify a Listing •How to Generate a CMA Report Map Search •Email & Print Listings •How to Add & Modify a Photo •How to Search for Agents REQUIREMENTS: NONE	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS
Mon AUG 12	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue AUG 13	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos
Tue AUG 13	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue AUG 13	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Tue AUG 13	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos
Wed AUG 14	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Mon AUG 19	ZipForms Plus ZipForms Plus - Learn how to use Zipforms Plus, the brand new, Java-free web based application which can be used in multiple browsers (Google Chrome, Mozilla Firefox, Safari, etc.) to complete contracts and manage your transactions. This class will include how to create transactions, use the auto-populating cover sheet, email, fax, mortgage calculator, sticky notes, MLS-connect, adding non-CAR docs to your transaction, clause manager, templates and more. This class does not include Digital Ink, TouchSign, or Mobile Zipforms (no iPad). For training on those please sign up for the class "Electronic Signatures and Mobile Zipforms".	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Rob Morel Click to Register
Mon AUG 19	Electronic Signatures & Zipforms Mobile Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures. ZipForms Mobile - Explore the latest enhancements to zipForm®Mobile Web Edition. Access your transactions from a smartphone or tablet computer whenever and wherever you are. With TouchSign™, your clients can use either their finger or a capacitive stylus to sign documents on a touchscreen tablet as they normally would on a paper document. Agents can review the document with the client and then go immediately to signing without printing a single piece of paper. Additional features include direct integration with zipVault™ document storage.	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Robert Morel Click to Register
Tue AUG 20	Fundamentals of Transaction Coordination SPECIAL PROMOTION Register now until August 2nd and pay only $49 after August 2nd price goes to $74 Fundamentals of Transaction Coordination is a 4.5 hour, live-lecture course providing real estate professionals with a full understanding of the real estate transaction. Definition of a Transaction Coordinator: A person who assist the agent and broker in the processing of the real estate file. Gathering all information, paperwork, and following up of the contractual items. Putting together the final Broker file of the real estate transaction. This course is designed to help close a transaction properly every time. How you will benefit from taking this course: Locate important information in the California Residential Purchase Agreement and Join Escrow Instructions form (RPA-CA) Learn how to set-up timelines for contractual obligations and contingency removals Identify what paperwork is required from each party Recognize which disclosures are required Identify the role escrow plays in the transaction Understand how to complete the documentation required in order to submit a completed file Discover how escrow and the lending process work together to close the transaction Learn how to be an effective Transaction Coordinator Materials Provided: A comprehensive workbook, which includes the presentation, sample letters, and samples of C.A.R. Standard Forms. What this course covers: The goals of a Transaction Coordinator The duties of a Transaction Coordinator What a Transaction Coordinator should know The residential purchase contract Contingencies Disclosures Processes Systems Process timelines Escrow Lending process Getting your agent paid How to be an efficient Transaction Coordinator Instructor: Wendi Molina Who Should Attend: Agents or non-licensed assistants who want to understand the process of the real estate transaction. What Past Attendees are Saying: "I think that class should be recommended to EVERY new agent. It was very obvious that Wendy knows her job like the back of her hand and the fact that she is able to convey her knowledge in an understandable fashion was wonderful. I've been the TC in my office for about a year now and I've just been working down my checklist and making sure that everything on my checklist is in the file. After this class, I feel like I have a VERY firm grasp on why those things on my checklist are required and when. Now I'm all gung-ho about my files and have the confidence to by the TC with the Iron Fist! I've been telling anyone in my office who will stop long enough to listen to me about how wonderful this class was and how useful the class was. What I've heard back from some of our newer agents is that they feel the same way that I felt before taking this class - that the contract was something that was big and overwhelming and that without the checklists, you wouldn't stand a chance! This is what made me realize that new agents would benefit from this class. I'm keeping this class on my radar and we'll have a bigger showing from this office next time the class comes up!" - Kesha Toler, Office Manager at Patterson Realty	Location: SBAOR Hall Time: 9:00am-2:30am Instructor: Wendi Molina - Wendi Molina has been in the Real Estate Industry for over 20 year. She has worked as a Loan Officer, also as a Real Estate Agent and for the past 12 years as a Transaction Coordinator. She was Co-President of the Transaction Coordinators of San Diego County back in 1998. She also assisted in the development of the RealtyAssist Transaction Management Program that was bought by Stewart Title Company (now called Sureclose). She has worked for large Brokerage offices as well as been an Independent Transaction Coordinator. She has been teaching and training Transaction Coordinators for the past 5 years. In 2006 she sold her Fundamentals of Transaction Coordination class to the CALIFORNIA ASSOCIATION OF REALTORS® for whom she now teaches the class. She has resided in San Diego for the past 20 years. Click to Register
Tue AUG 20	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue AUG 20	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Thu AUG 22	Introduction to Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Basic Matrix ________________________________________ Description: Get the basics on the CRMLS Matrix platform. In this class you will learn how to search, print, and email listings. You will also be introduced to other tools and products that are available through CRMLS. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to login to Matrix • Search Listings • Print Listings • Map Search • Email Listings • CRMLS Products & Services Overview Listing Management ________________________________________ Description: This class will teach you how to add and manage your listings, photos, and supplements in the CRMLS Matrix platform. Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • How to Add and Modify a Listing • How to Add, Modify or Delete a Photo • How to Add/Modify or Delete a Supplement • How to create an Open House • Review CARETS Data Integrity Standards • CRMLS Product & Service Overview	Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos
Thu AUG 22	Smart Docs *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* Smart Docs is a web-based document manager that allows you to store and manage your documents from any computer with an internet connection. •How to create a file folder •How to upload and store documents •How to allow others to access your documents •How to export stored documents •How to review and manage documents •How to print and email documents •How to set up Smart Docs preferences •How to receive documents via fax	Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos
Mon AUG 26	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Tue AUG 27	CE Intermediate Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the beginning of class will be counted as a no-show and assessed the $50 fee* CE Intermediate Matrix ________________________________________ Description: Discover how easy it is to add and manage client information using the CRMLS Matrix platform. Learn how to set up your clients to receive automatic emails of new listings that match their criteria and how to preview those emails to obtain a better understanding of what listings interest them. You will also learn how to setup your Hot Sheets and your farm area using Market Watch. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Advanced Searching Technique • How to manage Prospects • Email • Auto-Email • Hot Sheets • Market Watch	Location: SBAOR Computer Lab Time: 9:00am-12:00pm Instructor: Miguel Ramos
Tue AUG 27	CE Advanced Matrix Presented by California Regional Mulituple Listing Service, Inc. DRE Sponsor ID: 4802 *IMPORTANT CANCELLATION POLICY* Effective January 1, 2013 for ALL CRMLS courses: No shows and cancellations made less than 48hrs in advance will be assessed at $50 fee. Cancellations must be made via email to ernie@SouthBayAOR.com. Phone cancellations are not accepted. Cancellations can be made 7 days a week via email if your class should land on a Monday or Tuesday. *Attendees who fail to sign in at the begining of class will be counted as a no-show and assessed the $50 fee* CE Advanced Matrix ________________________________________ Description: Learn how to create, save, and modify Comparative Market Analysis (CMA) reports in the CRMLS Matrix platform. You will also learn how to search for property history and generate statistical reports. **Two hours of Continuing Education Credit for Consumer Service will be given upon passing the course. • Comparative Market Analysis Report • Reverse Prospecting • Custom Display • Custom Export • Listing History • Search for Agent or Office Roster	Location: SBAOR Computer Lab Time: 1:00pm-4:00pm Instructor: Miguel Ramos
Tue SEP 3	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue SEP 3	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Wed SEP 4	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Mon SEP 9	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue SEP 10	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue SEP 10	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Wed SEP 11	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Wed SEP 11	Global Event Hall Reserved	Location: SBAOR Hall Time: 2:30pm-4:30pm
Thu SEP 12	License Renewal Program You must come into the association to register and pick up your study materials	Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Tue SEP 17	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue SEP 17	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Thu SEP 19	Mortgage Loan Originators: 8hr Continuing Education Live Comprehensive Course EIGHT HOUR LIVE COURSE : Includes three hours federal law and regulations, two hours of ethics, and two hours of lending standards for nontraditional mortgages and one elective hour. OUTSTANDING INSTRUCTORS: All instructors must meet stringent NMLS requirements including experience, education, and professional standards. SEMINAR: The course will be from 8:30 a.m. to 4:30 p.m. with a one hour lunch break. There is a $12 NMLS bank fee for your course and we will pay that. Students taking home study courses of any kind must be on a computer eight hours. You do not want to do that. A real live class is of more value. We are a California-only company. We know California regulations. OTHER NOTES: Selling out classes: Outstanding reviews sign up now State Company: We will help you year-round on State Regulations Duane Gomer Seminars offers courses for anyone who wants to obtain or renew a real estate sales license, a broker license, a notary commission, a MLO Endorsement or learn about REOs, Short Sales, Foreclosure, etc. Courses are available live, online or by home study. Check us out at www.DuaneGomer.com.	Location: SBAOR Hall Time: 8:30am-4:30pm Instructor: Duane Gomer
Wed SEP 25	Board of Directors Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Mon SEP 30	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Tue OCT 1	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue OCT 1	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Wed OCT 2	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Thu OCT 3	Pre CAR Meeting	Location: SBAOR Hall Time: 3:00pm-5:00pm
Tue OCT 8	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue OCT 8	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Wed OCT 9	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Thu OCT 10	Senior's Real Estate Specialist (SRES) Designation Course Day-1 The SRES® designation course seeks to instill knowledge and understanding of and empathy for 50+ real estate clients and customers. Develop the business building skills and resources needed for specialization in the 50+ real estate market. SRES® Designation Course Learning Objectives: •Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area. •Evaluate your market area attractiveness to the 50+ market. •Master the vocabulary of the range of housing options for the 50+ market. •Learn the application of federal laws for Housing for Older Persons Act (HOPA). •Develop business building outreach methods for communicating and gaining 50+ market share. •Adapt methods for counseling the 50+ buyer and sellers. •Stay focused on the transaction and avoid inappropriate involvement in family matters. •Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions. •Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor. •Assemble a team of experts to help you serve 50+ clients and customers. •Learn about the uses, benefits, procedures, and issues involved in reverse mortgages. •Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions. •Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions. •Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers. •Identify key life stages, viewpoints, and transitions in relation to housing choices. •Recognize how a home can be adapted for safety, comfort, and aging in place. •Help clients integrate disposition of real property into estate plans. Three (3) requirements must be met to attain and use the SRES® designation: 1.Successful completion of the two-day SRES® designation course, including an 80% passing grade on the exam. 2.Active membership in the National Association of REALTORS®. 3.Active membership in the SRES® Council. (New designees receive one-year membership in the Seniors Real Estate Council® FREE. Annual dues are $99 each year thereafter.) Below is a topical outline of the SRES® Designation course. I. Forward A. SRES®: A Market Distinction B. Learning Goals C. SRES® Designation Course Benefits II. The 50+ Market Learning Goals: • Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area. • Challenge stereotypes and draw valid generalities about 50+ real estate clients and customers. • Raise awareness of some dos and doníts when striving to gain and serve the 50+ market. Module Topics A. Demographics B. Another Viewpoint on Generations, the Fourth Turning C. Exercise: Generations D. How do REALTORS Compare? E. Defining the Market F. Aging: Myths and Realities G. How the Baby Boomers Are Changing Retirement H. The Client Across the Desk III. 50+ Communities and Properties Learning Goals: • Raise awareness of the issues and factors that go into community and property selection. • Evaluate your market areaís attractiveness to the 50+ market • Master the vocabulary of the range of housing options for the 50+ market. • Learn the application of federal laws for Housing for Older Persons Act (HOPA). Module Topics: A. Market Geography B. Housing Options C. Active Life Styles D. Independent Living E. Assisted Living F. Continuing Care G. Care Facilities H. Housing for Older Persons Act I. Age-Restricted Communities J. Is Every Second Home a Future Retirement Residence? K. Promoting Your Market Area L. Cost of Living IV. Gaining the Market Learning Goal: • Develop business building outreach methods for communicating and gaining 50+ market share. Module Topics: A. Business Building Outreach B. Exercise: Meet the Market C. Relating to and Communicating with the Senior Market D. Smart Senior-Marketing E. The SRES® Marketing Edge F. Make Your Web Site Senior Friendly G. Senior Seminars H. Exercise: Putting Your Ideas to Work V. Counseling Buyers and Sellers Learning Goals: • Adapt methods for counseling the 50+ buyer and sellers. • Stay focused on the transaction and avoid inappropriate involvement in family matters. • Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions. Module Topics: A. Understanding the Senior Client B. Goals of a Counseling Session C. Exercise: What are the questions? D. Needs and Wants E. Exercise: The Real Meaning F. Disclose Agency Obligations G. Review the Buyer Representation Agreement H. Staying Out of Family Business I. Selling a House Below Market Value? J. Staging a Property VI. Providing Services for 50+ Clients and Customers Learning Goals: • Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor. • Assemble a team of experts to help you serve 50+ clients and customers. Module Topics: A. Providing Services B. Exercise: Who is on your team? C. The REALTORís® Team D. Making a referral E. Risk Management F. Sensitivities G. Elder Abuse VII. Financial and Tax Matters Learning Goals: • Learn about the uses, benefits, procedures, and issues involved in reverse mortgages. • Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions. • Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions. • Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers. Module Topics: A. Declaring a Domicile B. Understanding Capital Gains Tax C. Capital Gains Tax on the Sale of a Personal Residence D. Understanding Federal Estate Tax E. Gift Tax F. Unified Estate and Gift Tax Credit G. Generation Skipping Transfer Tax H. What does a REALTOR need to know? I. Taxes on Social Security and Pension Income J. Tax-Deferred 1031 Exchanges K. The True Cost of Housing L. Exercise: The True Cost of Housing M. Reverse Mortgages N. Misperceptions about Reverse Mortgages O. FAQs about Reverse Mortgages P. Installment Sales Q. Pensions, IRAs, 401ks, Deferred Compensation Plans R. Social Security, Medicare, SSI, and Medicaid S. Schemes and Scams VIII. Planning Ahead for Life Transitions Learning Goals: • Identify key life stages, viewpoints, and transitions in relation to housing choices. • Recognize how a home can be adapted for safety, comfort, and aging in place. • Help clients integrate disposition of real property into estate plans. Module Topics: A. Understanding How We Age B. Exercise: Interview Your Elders C. Preparing to Age in Place D. Universal Design Standards E. Estate Planning F. Medicaid Estate Recovery G. Trusts H. Probate I. The Probate Process J. Wills and Directives IX. Building a Resource Bank Learning Goals: • Assemble a knowledge bank about housing options, programs, resources, and services for 50+ clients and customers and facilitate contacts. • Use your knowledge bank as a business building tool. Module Topics: A. Finding and tapping into resources B. Organizing a Resource File	Location: SBAOR Hall Time: 9:00am-5:00pm Instructor: Joe Ramos - Joe Ramos - With over 35 years of experience in the real estate industry, Joe Ramos has acquired notoriety for his vast knowledge of real estate subjects. Joe is an SRES instructor and a GRI instructor. Joe has taught DRE certified classes and presented seminars to over a half million real estate agents in California & Hawaii. Prior to becoming an instructor, Joe owned and operated two highly successful real estate offices in addition to an escrow company. Even today, Joe continuos to hold a California Real Estate/Brokers License, credentials that he has held since 1967. As a respected leader in the real estate market and a member of both CAR and NAR, Joe is currently available to share his experience and knowledge at office meetings, speaking engagements and other presentations upon request. Married for more than 35 years, Joe has two daughters, one beautiful granddaughter and makes his home with his wife in Whittier, CA.
Fri OCT 11	Senior's Real Estate Specialist (SRES) Designation Course Day-2 The SRES® designation course seeks to instill knowledge and understanding of and empathy for 50+ real estate clients and customers. Develop the business building skills and resources needed for specialization in the 50+ real estate market. SRES® Designation Course Learning Objectives: •Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area. •Evaluate your market area attractiveness to the 50+ market. •Master the vocabulary of the range of housing options for the 50+ market. •Learn the application of federal laws for Housing for Older Persons Act (HOPA). •Develop business building outreach methods for communicating and gaining 50+ market share. •Adapt methods for counseling the 50+ buyer and sellers. •Stay focused on the transaction and avoid inappropriate involvement in family matters. •Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions. •Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor. •Assemble a team of experts to help you serve 50+ clients and customers. •Learn about the uses, benefits, procedures, and issues involved in reverse mortgages. •Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions. •Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions. •Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers. •Identify key life stages, viewpoints, and transitions in relation to housing choices. •Recognize how a home can be adapted for safety, comfort, and aging in place. •Help clients integrate disposition of real property into estate plans. Three (3) requirements must be met to attain and use the SRES® designation: 1.Successful completion of the two-day SRES® designation course, including an 80% passing grade on the exam. 2.Active membership in the National Association of REALTORS®. 3.Active membership in the SRES® Council. (New designees receive one-year membership in the Seniors Real Estate Council® FREE. Annual dues are $99 each year thereafter.) Below is a topical outline of the SRES® Designation course. I. Forward A. SRES®: A Market Distinction B. Learning Goals C. SRES® Designation Course Benefits II. The 50+ Market Learning Goals: • Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area. • Challenge stereotypes and draw valid generalities about 50+ real estate clients and customers. • Raise awareness of some dos and doníts when striving to gain and serve the 50+ market. Module Topics A. Demographics B. Another Viewpoint on Generations, the Fourth Turning C. Exercise: Generations D. How do REALTORS Compare? E. Defining the Market F. Aging: Myths and Realities G. How the Baby Boomers Are Changing Retirement H. The Client Across the Desk III. 50+ Communities and Properties Learning Goals: • Raise awareness of the issues and factors that go into community and property selection. • Evaluate your market areaís attractiveness to the 50+ market • Master the vocabulary of the range of housing options for the 50+ market. • Learn the application of federal laws for Housing for Older Persons Act (HOPA). Module Topics: A. Market Geography B. Housing Options C. Active Life Styles D. Independent Living E. Assisted Living F. Continuing Care G. Care Facilities H. Housing for Older Persons Act I. Age-Restricted Communities J. Is Every Second Home a Future Retirement Residence? K. Promoting Your Market Area L. Cost of Living IV. Gaining the Market Learning Goal: • Develop business building outreach methods for communicating and gaining 50+ market share. Module Topics: A. Business Building Outreach B. Exercise: Meet the Market C. Relating to and Communicating with the Senior Market D. Smart Senior-Marketing E. The SRES® Marketing Edge F. Make Your Web Site Senior Friendly G. Senior Seminars H. Exercise: Putting Your Ideas to Work V. Counseling Buyers and Sellers Learning Goals: • Adapt methods for counseling the 50+ buyer and sellers. • Stay focused on the transaction and avoid inappropriate involvement in family matters. • Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions. Module Topics: A. Understanding the Senior Client B. Goals of a Counseling Session C. Exercise: What are the questions? D. Needs and Wants E. Exercise: The Real Meaning F. Disclose Agency Obligations G. Review the Buyer Representation Agreement H. Staying Out of Family Business I. Selling a House Below Market Value? J. Staging a Property VI. Providing Services for 50+ Clients and Customers Learning Goals: • Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor. • Assemble a team of experts to help you serve 50+ clients and customers. Module Topics: A. Providing Services B. Exercise: Who is on your team? C. The REALTORís® Team D. Making a referral E. Risk Management F. Sensitivities G. Elder Abuse VII. Financial and Tax Matters Learning Goals: • Learn about the uses, benefits, procedures, and issues involved in reverse mortgages. • Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions. • Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions. • Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers. Module Topics: A. Declaring a Domicile B. Understanding Capital Gains Tax C. Capital Gains Tax on the Sale of a Personal Residence D. Understanding Federal Estate Tax E. Gift Tax F. Unified Estate and Gift Tax Credit G. Generation Skipping Transfer Tax H. What does a REALTOR need to know? I. Taxes on Social Security and Pension Income J. Tax-Deferred 1031 Exchanges K. The True Cost of Housing L. Exercise: The True Cost of Housing M. Reverse Mortgages N. Misperceptions about Reverse Mortgages O. FAQs about Reverse Mortgages P. Installment Sales Q. Pensions, IRAs, 401ks, Deferred Compensation Plans R. Social Security, Medicare, SSI, and Medicaid S. Schemes and Scams VIII. Planning Ahead for Life Transitions Learning Goals: • Identify key life stages, viewpoints, and transitions in relation to housing choices. • Recognize how a home can be adapted for safety, comfort, and aging in place. • Help clients integrate disposition of real property into estate plans. Module Topics: A. Understanding How We Age B. Exercise: Interview Your Elders C. Preparing to Age in Place D. Universal Design Standards E. Estate Planning F. Medicaid Estate Recovery G. Trusts H. Probate I. The Probate Process J. Wills and Directives IX. Building a Resource Bank Learning Goals: • Assemble a knowledge bank about housing options, programs, resources, and services for 50+ clients and customers and facilitate contacts. • Use your knowledge bank as a business building tool. Module Topics: A. Finding and tapping into resources B. Organizing a Resource File	Location: SBAOR Hall Time: 9:00am-5:00pm Instructor: Joe Ramos - Joe Ramos - With over 35 years of experience in the real estate industry, Joe Ramos has acquired notoriety for his vast knowledge of real estate subjects. Joe is an SRES instructor and a GRI instructor. Joe has taught DRE certified classes and presented seminars to over a half million real estate agents in California & Hawaii. Prior to becoming an instructor, Joe owned and operated two highly successful real estate offices in addition to an escrow company. Even today, Joe continuos to hold a California Real Estate/Brokers License, credentials that he has held since 1967. As a respected leader in the real estate market and a member of both CAR and NAR, Joe is currently available to share his experience and knowledge at office meetings, speaking engagements and other presentations upon request. Married for more than 35 years, Joe has two daughters, one beautiful granddaughter and makes his home with his wife in Whittier, CA.
Mon OCT 14	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue OCT 15	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue OCT 15	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Thu OCT 17	New Member Orientation	Location: SBAOR Hall Time: 9:00am-12:30pm Click to Register
Wed OCT 23	Board of Directors Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Mon OCT 28	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Tue NOV 5	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue NOV 5	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Wed NOV 6	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Thu NOV 7	License Renewal Program You must come into the association to register and pick up your study materials	Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Mon NOV 11	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue NOV 12	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue NOV 12	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Wed NOV 13	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Wed NOV 13	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Tue NOV 19	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue NOV 19	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Wed NOV 20	Board of Directors Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Thu NOV 21	Mortgage Loan Originators: 8hr Continuing Education Live Comprehensive Course EIGHT HOUR LIVE COURSE : Includes three hours federal law and regulations, two hours of ethics, and two hours of lending standards for nontraditional mortgages and one elective hour. OUTSTANDING INSTRUCTORS: All instructors must meet stringent NMLS requirements including experience, education, and professional standards. SEMINAR: The course will be from 8:30 a.m. to 4:30 p.m. with a one hour lunch break. There is a $12 NMLS bank fee for your course and we will pay that. Students taking home study courses of any kind must be on a computer eight hours. You do not want to do that. A real live class is of more value. We are a California-only company. We know California regulations. OTHER NOTES: Selling out classes: Outstanding reviews sign up now State Company: We will help you year-round on State Regulations Duane Gomer Seminars offers courses for anyone who wants to obtain or renew a real estate sales license, a broker license, a notary commission, a MLO Endorsement or learn about REOs, Short Sales, Foreclosure, etc. Courses are available live, online or by home study. Check us out at www.DuaneGomer.com.	Location: SBAOR Hall Time: 8:30am-4:30pm Instructor: Duane Gomer
Tue DEC 3	Government Affairs Committee	Location: SBAOR Board Room Time: 9:00am-11:00am
Tue DEC 3	Young Professionals Committee	Location: SBAOR Board Room Time: 11:30am-1:30pm
Tue DEC 3	Global Event Hall Reserved	Location: SBAOR Hall Time: 2:30pm-4:30pm
Wed DEC 4	The Real Estate Group - Monthly Office Meeting	Location: SBAOR Hall Time: 9:00am-11:00am
Mon DEC 9	Affiliates in Action Committee Meeting For more information on the AIA Committee contact Diane Diaz (310)326-3010 ext 705 or Diane@SouthBayaor.com	Location: SBAOR Hall Time: 9:00am-10:00am
Tue DEC 10	Community Committee Meeting South Bay Association of REALTORS® Community Committee The Community Committee's mission is to promote a sense of community among the members of the South Bay Association of REALTORS®. The committee will involve our membership in cooperative efforts with South Bay elected officials and residents to learn about and improve the communities in which we work. Meeting Date: Second Tuesday of the Month at 9:30am Committee Chair: Irma Vasconcelos - Del Mar Realty Staff Liaison: Ernie Alonzo To get involved with or for more information about the Community Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 9:30am-11:00am
Tue DEC 10	Professional Development (Education) Committee The mission of the Professional Development Committee is to serve the interests of our Members as the primary provider of high quality education by designing, coordinating and promoting a curriculum that raises the competency of our Members at all levels of their professional development. Meeting Date: Second Tuesday of the Month at 1:00pm Committee Chair: Sherry Marshall - Keller Williams Beach Cities Staff Liaison: Ernie Alonzo To get involved with or for more information about the Education and Professional Development Committee, please email the staff liaison, Ernie Alonzo or call 310-326-3010.	Location: SBAOR Board Room Time: 1:00pm-3:00pm
Wed DEC 11	Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.	Location: SBAOR Hall Time: 10:00am-12:30pm Instructor: Stephanie Espinosa, Data Integrity Director
Wed DEC 11	Global Real Estate Committee Meeting	Location: SBAOR Board Room Time: 2:00pm-4:00pm
Thu DEC 12	New Member Orientation	Location: SBAOR Hall Time: 9:00am-12:30pm Click to Register
Tue DEC 17	Grievance Committee Closed Meeting	Location: SBAOR Board Room Time: 10:00am-12:00pm
Tue DEC 17	Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com	Location: SBAOR Board Room Time: 12:00pm-2:00pm
Tue DEC 31	Adding Value To YourClients Through Estate Planning Strategies Keeping that Client for Life • What is an Estate Plan and what it can do for your clients • Know when your client needs estate planning • Learn how to effectively sale homes while in the probate and trust administration process • Help clients integrate disposition of real property into their estate plans • Keeping that client for life by building trust	Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Bradley G. Barth - Bradley G. Barth has more than 20 years of experience in the legal industry. Mr. Barth is a Certified Wealth Preservation Planner™ and a Certified Asset Protection Planner™. He has been an adjunct professor teaching Property, Estates, and Probate at an ABA accredited Paralegal College. Mr. Barth is a frequent lecturer to various professional groups on areas related to his practice including estate planning, business succession planning, and asset protection planning. He earned a B.A. degree from California State University Fullerton and his J.D. degree, with honors, from Western State University College of Law in Fullerton, California. Mr. Barth is a member of the State Bar of California (Section of Trusts and Estate, and Business Law), American Bar Association (Section of Real Property, Probate and Trust Law), Los Angeles County Bar (Section of Trusts and Estates), the Asset Protection Society, the Wealth Preservation Institute, and a member of the Board of Advisors to the Southpac Offshore Planning Institute. Armond M. Jackson, Esq. will assist Mr. Barth in his presentation. Mr. Barth is a frequent lecturer to CEO groups, realtors, franchise associations, trade associations, and physician groups on asset protection planning, estate planning and business succession planning.

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