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PENNSYLVANIA CONTINUING EDUCATION
**All sessions eligible for 3 hours of continuing education credit unless otherwise noted.**
Special CE Notes For those seeking CE credit, you MUST have your bar-coded badge scanned whenever you ENTER and EXIT the session. If your barcode does not scan properly, please complete the attendance sheet available at the door by recording your name, badge number, sign-in and sign-out times. Please stop at the registration desk at your earliest convenience to have your badge reprinted at no cost. Only those who participate in CE sessions for the full time are eligible to receive CE credit. Attendees who arrive 15 minutes or more after the session begins and those who leave before the session ends will not be eligible for CE credit. Pennsylvania licensees initially licensed on or after December 1, 2009 are required to take specific, mandatory courses which are NOT being offered at Triple Play 2011.
8:30 AM
- 5:30 PM
CRB: Technology Management:
Develop & Deploy an Effective Strategy for Your Office
Finally a course focused on the technology needs of managers, brokers and
owners! When used effectively, technology should generate sales, improve
efficiencies, reduce costs, and enhance customer service. And in order to
take full advantage of the technology available today, you must identify the
needs of your agents and your business. This 2-day course will help you
develop and implement a comprehensive technology strategy tailored to your
specific company goals and marketplace.
You’ll start by studying fundamental issues such as office
infrastructure, budgeting, investment and deployment. Then you’ll delve into
critical management issues, such as evaluating needs, organizing training
and implementing an office technology policy. Finally, you’ll develop a
system to evaluate and measure the efficiency of your plan in order to make
the best decisions based on your company’s needs.
For complete details on the CRB designation, please visit
www.crb.com
NJ (15
hours Elective), PA (15 hours) Real Estate CE available Room 421
CRS 204: Wealth Building Course
More people have become wealthy investing in real estate than many other
investments. Agents who want to learn the specific secrets to smart real
estate investments can discover them in this course. In this two-day course,
students will learn how to identify the right opportunities in a down market
or an up market, compare real estate with other investments and create
additional wealth – for themselves and their clients. This high-energy
course explores another way to generate sales that has been overlooked. And
the results can be life changing! This class is a must for any real estate
professional looking to create wealth through residential real estate
investments. For complete
details on the CRS designation, please visit www.crs.com
NJ (14 hours Elective), NY (12 hours) and PA (15 hours) Real Estate CE available
Room
305/306
ABR elective: Real Estate
Marketing Reboot
One of the reasons why you fail or only achieve modest success is your
inability to focus on the consumer’s needs and to market your services
accordingly. In the past, marketing courses have dealt with marketing the
seller’s property as opposed to marketing to the buyer. Structured to
inspire novel marketing approaches to create a personal “brand”,
this course encourages REALTORS® to look everywhere for
differentiating marketing opportunities that grab the attention of buyers.
The Real Estate Marketing Reboot Course counts as one REBAC elective
course to be applied towards the ABR Designation.
For complete details on earning the ABR designation, please visit
www.rebac.net
NJ Real
Estate CE (3 hours elective) and PA Real Estate CE (7 hours) available
Room
321
e-PRO Certification Course
NAR's new e-PRO® curriculum shows you how to use the latest
social media technologies, such as Facebook and Twitter, to create an online
presence vital to reaching today’s hyper-connected consumers.
e-PRO® also teaches you how to take advantage of rich
media and e-office strategies to run your business more efficiently.
This is day one of a two-day certification program.
Day two may be taken online for an additional fee.
For complete details on earning the e-PRO certification, please visit
www.epronar.com
NJ Real
Estate CE (3 hours elective) and PA Real Estate CE (7 hours) available
Room
320
RSPS: Resort & Second-home
Markets
Successful resort and second-home specialists need to know more than just
how to sell the sizzle; they need extra expertise and knowledge. This course
first focuses on the core essentials of assisting customers and clients in
tourist-driven areas and other second-home markets, then broadens its scope
to focus on how to use community resources and tourism bureaus to your
advantage; how to be prepared to act when laws directly affecting your
business are scheduled to change; how to make the best use of your marketing
dollars and much more. For
complete details on earning the RSPS certification, please visit
www.realtor.org/resorts
NJ (7 hours elective), NY (7.5 hours) and PA (7 hours) Real Estate CE available Room 313
9:00 AM
- 12:00 PM
Tech Agent: Managing Your Risks & Reputation
This course focuses on using technology to manage, track and protect
consumers. By the end of the session, you will have a better understanding
of the correct and incorrect use of the REALTOR® logo and Code of
Ethics online; email best practices; correct use of social media in
business; and reputation management and monitoring tools online.
NJ
(elective), NY and PA Real Estate CE available
Room
302
Things Just Don't Gotta Get Better - You Do Memorize dialog, pull out the flipchart, pitch the feature benefit close - close! OH, STOP IT! Today's evolved consumer is beyond sales pitches, hard closes, and 'Mad Men' manipulative techniques of the past. Come Laugh and Learn revealing facts on the evolution of the real estate industry. Validate that no one wants to be sold. EGO marketing is OUT. Why we must STOP the sales game. Secrets the consumer survey reveals 'they want'. Take home easy to implement real estate advisor strategies that will positively impact your productivity. Watch a sneak peek video: http://www.rossispeaks.com/archives/9233
NY and PA Real Estate CE available
Room
303
Warding off the USPAP Police
The title may be tongue and cheek, but there is genuine concern about how
appraisers can maintain compliance with the many new regulations that have
resulted in an increase in the amount of work appraisers must comply with,
affectionately known as 'scope creep' due to the increasing scope of work
issues. Scope creep carries with it more liability and appraisers must learn
to make the scope of work rule their best friend; reduce liability through
increased compliance with USPAP requirements and assignment conditions such
as UAD (Uniform Appraisal Dataset). Discussion will include common
misconceptions and pitfalls of UAD which plague the appraiser.
NJ, NY
and PA Appraisal CE available, NY and PA Real Estate CE
available Room 408/409
RESPA: Is There Any Such Thing
as a Free Lunch?
Reduce your liability by understanding RESPA and how it affects the real
estate industry. RESPA violations are on the upswing and a need to
understand the underlying causes, intervention opportunities and associated
liability risk has never been greater. Explore Section 8 scenarios regarding
kickbacks and the exchange of items of value; find out what is reasonable,
what constitutes a violation, and how violations are penalized.
NJ
(core), NY and PA Real Estate CE available
Room
402
Fair Housing : REALTORS®
& Residents
This session will focus on some of the recent developments with the Federal
Fair Housing Act, the Americans with Disabilities Act, and other relevant
laws and cases to explore some of the issues that real estate agents will
need to be prepared to confront. Federal laws and some of the cases that
have made headlines will also be explored. NJ (core), NY and PA Real Estate CE available *Course also satisfies the NYS requirement for Fair Housing training Room 312
Ethical Behavior in a Wired World This 3-hour course is designed for real
estate agents, which will incorporate changes to the NAR Code of
Ethics, especially Articles 12 and 15. We will review general
guidelines concerning advertising, including Internet sources
such as Facebook, Twitter, LinkedIn, etc. NJ (core, ethics), NY and PA Real Estate CE available Room 403
1:30 PM
- 4:30 PM
Minimize Taxes, Maximize Wealth:
Understanding Tax Deferral Strategies
Don't let the word "tax" scare you! Many investors focus on the returns
achieved from their real estate investments while paying little attention to
how taxes can affect their profitability when those investments are sold.
This course will provide an overview of several important strategies used to
minimize, defer or forgive the gain tax which may be due upon the sale of
real estate, as well as the methods used to compute a capital gain tax and
depreciation recapture. Understanding taxes is one of the key methods to
maximizing the profitability of real estate transactions. Using a mixture of
examples, anecdotes, and humor Todd Pajonas will talk about the following
topics: understanding gains, losses and depreciation, IRC 121 primary
residence exclusion, IRC 1033 condemnation exchanges, IRC 1031 exchanges,
understanding installment sales, structured installment sales, deferred
sales trusts, cost segregation, self-directed IRAs, and replacement property
strategies. NJ (elective), NY and PA Real Estate CE available Room 408/409
Minding the Gap: Apply Generational Concepts & Get Results
In Europe, stepping on to a subway is preceded by a recorded warning 'mind
the gap'. Now more than ever, real estate licensees are working with a
generationally diverse group of consumers. Learn how to use generational
concepts to develop targeted FSBO/expired prospecting campaigns while making
YOU the information resource when it comes to real estate. In this session,
you'll design your approach to the different generations and discover a
personal procedural audit process that will keep you on track. Targeting
your communication to the needs of different generations will help create
powerful, meaningful connections with the consumer and will build your
referral base.
PA Real Estate CE available Room 412
It Didn't Appraise - Now What?
So another deal has gone south due to an “appraisal issue”? What is a
REALTOR® to do? This course will provide a frank discussion about
current requirements for appraisal reports. Facts versus myths will be
presented on topics including how to appeal an appraisal; what an appraiser
can or cannot discuss; who can provide information to the appraiser and
staying in compliance with federal requirements.
Information will be provided regarding new standardization of
appraisals known as the Uniform Appraisal Dataset (UAD) and how it can
benefit REALTORS®. You will learn tips to critically read the
appraisal report to help defend your position.
Tips will also be provided on taboo conversations when dealing with
appraisers to ensure compliance with the Dodd Frank Financial Reform
Legislation.
NJ, NY
and PA Appraisal CE available, NY and PA Real Estate CE
available Room 302
New Financing Realities for a New Market
Conditions have altered our business practices. Knowing and showing what is
new and different will empower you with clients and having a clear direction
and workable dialogue will be critical. There is a fine line between a buyer
who can buy and one who can't. As a real estate agent you are often a
consumer's first point of contact and his or her trusted guide through all
phases of a real estate transaction including financing options. Now more
than ever it's important to uphold this trust by understanding recent
changes and how credit scores impact a buyer's purchasing power. From the
legislative to the procedural, get up-to-the-minute updates on news
affecting FHA, VA, HUD, RESPA, and conventional financing!
NJ
(elective), NY and PA Real Estate CE available
Room
402
Short Sales: The Big Foreclosure Secret
In this session, Philip Tesoriero discusses the entire default real estate
process, making detailed stops at pre-foreclosures, short sales, REO's,
government compliance, and working within the bank's guidelines. From the
beginner who wants to get started in default real estate, to the seasoned
professional looking for new insight, this is a must attend session. NJ (elective), NY and PA Real Estate CE available
Room
403
8:30 AM
- 11:30 AM
11 Ways to Lose Your License
While a creative agent can find more than 11 ways to get in serious trouble,
this course looks at some of the most frequent violations of the laws that
regulate the real estate industry.
Avoiding the unauthorized practice of law when guiding a client
through a complicated transaction, indentifying risk management techniques
to decrease potential conflicts of interest and a review of how social media
and changing markets are changing the way licensees practice are a few of
the topics to look forward to.
NJ
(core), NY and PA Real Estate CE available
Room
302
Tax Strategies for Real Estate Professionals - Part I
In Part I of this two-part session,
tax expert Sandy Botkin will teach REALTORS® deduction and
documentation requirements for real estate transactions, rollover rules, and
tax-free exchanges; deductions for entertaining clients and business gifts;
and deduction rules for “on-the-road” business travel expenses.
NJ
(elective),
NY and PA Real Estate CE available Room 411
Case Studies in 1031 Exchange 1031
Exchanges involve more than swapping properties. This session
covers the ins and outs of exchanging under IRS Code 1031, from
the basics to intermediate and advanced exchanges, and
highlights all you need to know in order to get involved in
using exchanges to market properties to your clients. NJ (elective), NY and PA Real Estate CE available Room 408/409
Priority Pricing: Are Your
Properties Positioned to Sell?
It's a competitive real estate market out there! Are the properties you list
positioned to sell? Will they be one of the first out of the gate, prepared
to compete, and headed for the finish line . . . or are they destined to
take a few laps around the track? Priority pricing can make the difference!
If your area's market values are feeling the impact of short sale listings,
REO inventory or just a LOT of competition for the same buyer, make sure to
join us! We'll discuss pricing methods that can help you show your sellers
how to be first on a buyer's list instead of last!
NJ
(elective), NY and PA Real Estate CE available
Room
402
The ABCs of SOPs: Are You in
Compliance?
This program is designed to qualify for the NAR Quadrennial COE training and
will specifically emphasize:
some of the Standards of Practice that agents are confused about; some of
the Standards of Practice that agents don't seem to know about at all
(including the newer ones) and Pathways to Professionalism
NJ
(core, ethics), NY and PA Real Estate CE available
Room
403
Top Legal Issues Facing Real Estate Agents
Real estate agents are faced with legal and liability issues on a regular
basis in the normal course of business. This course will discuss the major
trends in real estate law suits, the importance of providing services within
the agent's expertise, the importance of disclosures, the federal
regulations an agent should be aware of, legal tax issues and the
maintenance of proper records. Special attention will be given to knowing
the difference between latent and patent defects in properties and the legal
liability that each presents. You will recognize the importance of making
proper documentation of transactions, as well as realize important legal tax
issues you should have knowledge of.
You will be familiar with
liability issues that must be addressed to provide the best professional
service while reducing legal risk to yourself and your real estate company.
NJ
(core), NY and PA Real Estate CE available Room 303
8:30 AM
- 5:30 PM
2012-2013 USPAP Update Jim Murrett The latest edition of USPAP will become
effective January 1, 2012 and is valid for two years. This
edition includes guidance from the Appraisal Standards Board in
the form of USPAP Advisory Opinions and USPAP FAQs.
Primary changes involve improving the clarity, understandability
and enforceability of the Ethics Rule, the Competency Rule and
Standard 3: Appraisal Review, Development and Reporting. Fee:
$125; pre-registration required 7 hours NJ, NY, PA Appraisal CE available, NJ (7 hours elective), NY (6.5 hours), PA (7 hours) Real Estate CE available
Room
320
2:00 PM
- 5:00 PM
New Normal = New Skills
Whatever happened to the good old days of easy sales and easy listings? Have
you had a buyer that looked great, except they got turned down for their
loan? Does it ever seem like you priced a property right, and it still just
sat there? The new normal requires new skills—come to this quick paced class
and pick some up!
NJ (2 hours elective), NY and PA Real Estate CE available
Room
302
Tax Strategies for Real Estate Professionals - Part II
Part II continues as tax expert Sandy Botkin teaches REALTORS®
the tax rules for hiring relatives in their business; review of IRA, 401k,
and SEP plans; proper documentation rules for deducting business automobile
expenses; and IRS regulations for home office deductions and universal
exclusion rules.
NJ
(elective),
NY and PA Real Estate CE available Room 411
Fix and Flip or Hold for Gold - Real Estate Investment Strategies
This session explores the real estate investment cycle, including selection,
acquisition, operation and sale, as compared to "fix it and flip it"
strategies. It is designed to provide information regarding the acquisition
and disposition of real estate with a special concentration on the
investment strategies of owning real estate. Upon completion, attendees will
be able to develop a business plan for any property, properly analyze the
income and profit potential of a property offering, communicate effectively
with industry professionals and clients, and prepare a management and cash
flow strategy for any income producing property. NJ (elective), NY and PA Real Estate CE available Room 403
Short Sales: The Big Foreclosure Secret
In this session, Philip Tesoriero discusses the entire default real estate
process, making detailed stops at pre-foreclosures, short sales, REO's,
government compliance, and working within the bank's guidelines. From the
beginner who wants to get started in default real estate, to the seasoned
professional looking for new insight, this is a must attend session.
NJ
(elective), NY and PA Real Estate CE available
Room
402
The Reverse for Purchase Mortgage
Did you know there's a reverse mortgage available to buy a home and actually
have its mortgage reversed at closing? Add value to the consumer and raise
the bar on your professionalism by learning the fundamentals of the HECM
Reverse for Purchase Mortgage as well as the HECM in general: qualifying,
closing costs, advantages and disadvantages.
NJ
(elective), NY and PA Real Estate CE available Room 408/409
9:00 AM - 12:00 PM
Consult Your Way to More Income Real estate
is a numbers game—and if you understand numbers and how they
work, you can have a great niche with investors. It isn’t tough
to learn—download a calculator app for your smart phone and come
learn how!
NJ, NY
and PA Appraisal CE available; NJ (elective), NY and PA Real Estate CE
available
Room
302
Misrepresentation: What it is and What it Leads To
One of the most misunderstood topics by companies and agents is what to
disclose and when. By looking at some figurative cases, this seminar will
involve the agents in answering those very questions. What is a material
fact and is it always something physical? What are we expected to know that
we don't know, and what if we don't know what we don't know? What is the
role of the seller's property disclosure statement? Does it protect the
agent and company? Does the duty of disclosure go beyond what the law
requires? What is consumer fraud and how does it apply to disclosure and
representations? These topics and more are covered in this informative
seminar.
NJ
(core), NY and PA Real Estate CE available
Room
303
How Not to be a Social Media Car Wreck
Not everyone wants to be a social media guru, but there's no denying that
social media is part of our world and has become part of the mainstream. If
you're successful in the current market without social media, that's fine,
and even if you want to investigate social media, you should keep doing what
works in your business now. But everything you do online becomes part of the
permanent record, so even early mistakes can come back to haunt you later in
your career. Learn how to interact with consumers in a meaningful manner,
while in compliance with the requirements of NAR's Code of Ethics, licensing
and copyright laws. Learn to create social media policies for your team or
company, blog & comment policies to protect you online, and how to avoid
making silly mistakes just because you hadn't taken this session!
NJ
Real Estate CE pending, NY and PA Real Estate CE available
Room
402
Letting Go: Counseling Boomers on Winding Down Their Real Estate Portfolio
Your clients have accumulated wealth over many years of buying, renovating,
managing, and financing real estate. They are now approaching retirement,
and look to you for a new solution: how to dispose of their real estate
without giving up their wealth to taxes. This session will cover
state-of-the-art tactics for unwinding a real estate portfolio, whether a
personal residence, second home, investment property or business. Most
REALTORS® have a passing knowledge of the 1031 Tax-Deferred
Exchange; few know about exchanging vacation homes, converting their equity
into safe, guaranteed lifetime income, or using their real estate to create
a benevolent transfer of wealth.
NJ Real
Estate CE pending, NY and PA Real Estate CE available
Room
403 | ||