Member and Director Forum

1. Member and Director Forum Wednesday, April 30, 2014

2. Kevin Brown C.A.R. President Welcome

3. Introduction of Special Guests

4. NAR Leadership & Special Guests • Gary Thomas, NAR Immediate Past President • Bill Brown, NAR First Vice President Nominee • Beth Peerce, NAR Vice President • Jim Liptak, NAR Regional Vice President • Jerry Giovaniello, VP of Government Affairs • John Smaby, Future NAR Candidate • JoAnne Poole, Future NAR Candidate

5. Legislative Day Update

6. 2014 Consumer Ad Campaign

7. The Ripple Effect Ad Campaign…it begins with a REALTOR®

8. Radio Partnership with Clear Channel Media + Entertainment Sacramento • Los Angeles San Diego San Francisco

9. NEW THIS YEAR … REALTOR® RealTalkwww.realtorrealtalk.com • Interior Designer Thom Filicia • HGTV Vignettes • EXPO Appearance • Room Makeover Sweepstakes

10. Independent Contractor Status: Update

11. Independent Contractor Status Challenged! • Redfin case • Class action • Brought by agents requesting minimum wage • Paid by project ($150 per open house, for example) • Three factor test

12. Barasani v. Coldwell Banker - Class Action • Agent alleged employee status • Trial court did NOT dismiss • Licensee is claiming • Licensee’s business expenses • Hourly wages • Case is proceeding

13. National Labor Relations Board (NLRB) • Challenged a broker settlement with a departed agent • Claimed the salesperson was an employee under a different factors test • Complaint dismissed

14. Action Plan and Information • Clarifying legislation on the state level (AB 2169) • Many issues still exist • Non licensed employees of teams • Salespersons that are not paid by commission • National Labor Relations Act • More information on this topic • Member Legal Open Forum • Thursday 3:00 p.m.-5:00 p.m.

16. Three FREE days are back with: “Your 60 Second Elevator Pitch”, “Who’s Ready to Buy?”, “Who Wants to Be a Millionaire?” and much more! • Upgrade your experience with paid content developed for newer agents and brokers alike, plus CE credit courses on the revised RPA. • Exhibit hall opens at 2pm on Tuesday EXPO Just Got a Little Bit Cooler

17. EXPO Luncheon Speakers Tuesday Wednesday Thursday Terri Sjodin Best-selling author of Small Message, Big Impact Captain Chesley “Sully” Sullenberger Best-selling author of Highest Duty Leslie Appleton-Young C.A.R. Vice President and Chief Economist

18. Cool is just around the corner! Registration opens 5/21 expo.car.org

19. Champions of Home Awards Submissions

20. Two more weeks to nominate! Extended toMay 14 http://on.car.org/cohawards

21. HAF Casino Night – Friday, May 2 • Sheraton Grand • Purchase Your Tickets Today! • Online • At the HAF Booth • At the door

22. Chris Kutzkey C.A.R. President-Elect Report

23. Member Benefits Video

24. The Finance Helpline • Launched in Feb 2013 • Nearly 1500 inquiries • Over 700 cases opened • Over two-thirds of cases already resolved (66%) finance.car.org (213)739-8383 financehelpline@car.org

25. Finance Helpline Video Testimonial

26. 5 Regional Home Ownership Fairs 2014 Confirmed Pacific West Association of Realtors®  Long Beach  June 28, 2014 Sacramento Association of Realtors®  Sacramento  July 19, 2014 Bay East Association of Realtors® Hayward  September 6, 2014 West San Gabriel Valley Association of Realtors ® San Gabriel  September 13, 2014 Fresno Association of Realtors ®  Fresno  September 20, 2014 Sponsors and Exhibitors Chase P.R.E.P.A. Bank of America Wells Fargo Home Mortgage AREAA CalFHA Union Bank NAHREP Kinetca Credit Union Citi Bank NEW Build-It Green

27. 2015 Committee Selection Process

28. 2015 Committee Selection Process • 2015 Committee Selection Process has launched! • Tell us What Committees You Want to Serve On • Submit your recommendations at on.car.org/committeeselection

29. 2015 Committee Selection Process • Leadership Recommendation Deadline May 30th • Executive, Strategic Planning & Finance, Committee Liaison, Chair, Vice Chair, Issues Chair, Member on Special Advisory Committees • Member on Standing Committee Deadline July 25th • MLS Policy, Legislative, Forum on Forms, etc.

30. C.A.R. Business Products and Services Update

31. Monday, June 2, 2014 – zipForm® 6 Professional Retires • All online users must upgrade to zipForm® Plus • XP Users will need to use Chromeor Firefox • Standard version still available for offline use Webinars available online at www.car.org/tools/zipform Or view us on YouTube: www.youtube.com/ziplogix

32. zipForm® TeamsNow Available for Brokerage Edition! • Assign transactions to another Team Member • View Team’s transactions from your zipForm® account • Only $149 annually per team • Includes up to 5 REALTOR® users • Purchase 1 TC account for $99/yr per team Call C.A.R. Customer Service to order!

33. zipForm® ReceivesAdditional Integration Partners • Service Providers inside your zipForm® account: NEW PARTNER: • American Home Shield EXISTING PARTNERS: • Disclosure Source • Fidelity National Home Warranty • First American Home Warranty • JCP/LGS/First American NHD • MyNHD • Old Republic Home Protection • One mouse click to add • Auto-populate page 2 of RPA-CA Service Providers

34. Coming Soon! zipForm® Broker Edition Document Approval • Review and approve documents • TC, Assistants and Broker access within zipForm® Broker Edition www.car.org/tools/zipform/brokers/

35. New Certification - Paperless Pro™ • Establish a Paperless Real Estate Business • Learn How to be “Paper Free” • Certification Requirements: • Take 2 required courses: • PaperlessPro™ Prospecting to Win Clients for Life Course • PaperlessPro™ Transaction Course • Choose 1 elective course • Choose 2 FREE Webinars car.org/education/designations

36. 12 FREE Hours Online Courses!C.A.R. 2014 Member Benefit • Great Courses on Timely Topics: • Foundations of Real Estate Finance • Hot Market Strategies in California • RESPA, Referrals and Revenue Streams • Sign Here: Contract Law on E-Signatures • Mandatory Topics for License Renewal • For those due to renew in 2014 • NEW! 45-hour package for Commercial REALTORS® • 33-hour and 45-hour packages Members are saying: “Courses are really interesting and easy to do!” store.car.org/12FreeCE

37. C.A.R. Group Health Insurance • Anthem® Blue Cross and Kaiser Permanente® • PPO, HMO and High Deductible Plans • Many Options with Reduced Premiums • Open Enrollment – Now through May 31st www.realcarecar.com/medical Or call 800-939-8088, ext 202

38. Geoff McIntosh C.A.R. Treasurer Report

39. Geoff McIntoshChairman 2014 SPF Committee Melanie Barker, Vice ChairMark Peterson, Vice ChairAllen Okamoto, Committee LiaisonColleen BadagliaccoRyan Asao Robert BaileyVanessa BergmarkRichard D’AscoliKimberly DiBenedettoJill Furtado Jim HamiltonPhil JonesSusan MarshallPeggy MeadTim MuettertiesJeanne RadsickJohn SchulteTamara SuminskiJohn WongDavid Zigal

40. 2014 SPF Books

41. 2014 Financial and Membership Update

42. Membership Count

43. 2013 Actual vs. Budget

44. 2014 Projection vs. Budget

45. Liquid Reserves

46. Political Fundraising $ Million

47. Voluntary Contributions Percentage of Members Making REALTOR®Action Fund Contributions Currently there are 17,800 contributors as compared to 14,100 in March 2013

48. SPF Forum “Innovative Brokers Living in the Future...Today”Friday, May 2, 1:00p – 2:30pRegency A, Hyatt Regency Hotel Join us for a lively discussion about how four brokers are breaking the mold and changing the old order in their brokerage models.

49. LegislativeUpdate Special Reports RPA Study Group

50. 2014 Legislative Agenda Art Nellessen