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A gathering of REALTORS® from Northern Colorado & beyond focused on delivering high quality Networking & Educational Opportunities Wednesday, February 19th, 2020

8:30am – 5:30pm

Doors open and check-in begins at 8:00am

Tickets: Before February 14 @ 5pm – $25, After and at the doors – $35

20+

Different education sessions

Gain Insight
Gain Confidence
Gain Business

75

NOCO Real Estate Professional Exhibitions

Industry Leaders
Business Professionals
Local Talent

100’s

of Peers and Colleagues

See old REALTOR® friends
Make new friends
Gain Prospects

1

After Hours Networking Event

Drink Drinks
Eat Eats
Mingle and meet

Hosted at The Ranch Events Complex

5280 Arena Cir, Loveland, CO 80538, USA

Meet our speakers

Northern Colorado’s best and brightest meeting to discuss emerging trends and topics

Nobu Hata

Nobu Hata is the Director of Industry Outreach for the National Association of REALTORS®. A former top producing REALTOR, Nobu specializes in helping members, brokers and Association execs integrate new school techniques into their practice to reduce friction for members, buyers and sellers; increase productivity; and earn trust and business in a crazy real estate world.

Katie Lance

Katie is the CEO and Owner of Katie Lance Consulting and founder of the #GetSocialSmart Academy. With more than fifteen years of marketing and branding experience, Katie specializes in working with companies to help develop and implement their social media and content strategy. Her signature group social media program, the #GetSocialSmart Academy has received accolades from industry peers across the globe.

Katie has consulted for companies such as RE/MAX International, DocuSign, Realtor.com, Mason McDuffie Mortgage and many others. Since 2012, Katie’s firm has worked closely with hundreds of companies in the real estate, mortgage and start-up space.

Katie is a nationally known and highly sought-after keynote speaker at conferences across the globe teaching the latest tools and strategies in social media, content strategy and technology trends. Katie is working on her first book on social media strategy to be published in 2017. She is a frequent contributor to The Huffington Post, Social Media Examiner and Women 2.0 and is passionate about all things tech, wine and empowering women in leadership.

Formerly, Katie was the Chief Strategist for Inman News and has been listed by Inman as one of the top 101 influential people in real estate. She has also been listed in the Swanepoel Trends Report as one of the 20 most powerful social media professionals in real estate.

Katie lives in the San Francisco Bay Area with her husband and 2 beautiful boys.

Starting her career in 1993, Charity Vermeer has had the opportunity to assist, sell, coach, manage and teach at some of the finest real estate brokerages in Colorado. In 2005, she became an instructor for the Colorado Association of Realtors, and shortly thereafter began teaching for many local Realtor Associations and Boards in Colorado, as well as for VanEd and The Real Estate School. She purchased the Northern Colorado College of Real Estate in 2012, which is based out of Loveland and offers both Broker Associate licensing and many continuing education courses. In 2009, Charity was awarded CAR’s Educator of the Year award, followed by CAR’s Purple Cow award in 2012. In addition to teaching, from 2006 to 2018, Charity served as the Managing Broker for Sotheby’s International Real Estate, ERA Herman Group Real Estate, and Shorewood Real Estate in Northern Colorado. Currently she is an Instructor, Coach and Mentor at Keller Williams Realty in Northern Colorado.

Louise has been a broker for over 10 years. She earned the distinguished Rookie of the Year in the middle of the recession, 2010. Education has always been a very important piece of her real estate career. She has lived in the foothills of northern Colorado for over 25 years, lived through the High Park Fire and the 2013 floods. Loosing her home in the fire that her husband and she built. They have since rebuilt and are still enjoying the beautiful mountains they love. Today, Louise will share with you her experience both living in the foothills as well as as a Realtor – the “Down and Dirty” of what you should “begin” to know about working with sellers and buyers when working in rural and mountain properties.

Danny & Steve are on a team with Laura Hoover and Sam Hummel at Roots Real Estate. As a team, we pride ourselves in providing the highest level of service for our clients, and continuity regardless of who is at the helm. This is the drive behind the multi-year project to systematize, standardize, and automate as much of our business as possible. We are always trying to improve and love to share what we’ve learned to help our colleagues in this industry.

Being a native born and raised in Northern Colorado, helps me to offer a unique insight into the wonderful towns that make NoCo such a desirable & fun place to live. With decades of experience in sales & client service, I am determined to create a real estate adventure tailored to my clients and the season of life they’re living.

In 2019 I collaborated with the Longmont Association of Realtors in creating a set of Rookie Session presentations, as I am fiercely committed to bringing an elite level of professionalism to our industry & helping newer agents forge their paths.
I was recently voted onto the Board of Directors for Longmont Association of Realtors and am very involved with my church.

I am passionate about living life and taking a genuine interest in the people I cross paths with.

Aaron Lebovic is a 3rd generation Realtor. In his first full year as a broker associate, he closed 72 transactions and started building a team. Since 2015 he and his team have closed over 500 homes. His classes are a “MUST-SEE” for no-nonsense talk on how to really grow your business.

Eric is the dad of two amazing kids and the husband of a woman who is totally out of his league. He loves to help Realtors be even better at what they do.

Chris Hardy is a Broker/Owner of Elevations Real Estate in Fort Collins. Chris has been leading sales training and personal development courses in the industry for much of his 16 year career as a REALTOR Professional.

As a certified public account (CPA) and Certified Tax Coach™ (CTC) tax professional, and Certified Tax Strategist™ (CTS), Larry has specialized training and experience in strategically reducing taxes and saving his clients their hard earned cash. He is a co-author of the best-selling books “The Secrets of a Tax Free Life” and “Tax Breaks of the Rich and Famous”. In 1996, he opened his CPA business specializing in small business organizations such as the construction and real estate industry. In addition to developing successful tax strategies and plans, Larry assists clients with implementing those plans by offering additional services such as bookkeeping, payroll and administrative organizational assistance.

Julie Dahl joined IRES in 2003 and currently serves as the Vice President of Industry Relations. Previously in sales, Julie understands the complex situations that brokers face when facts and emotions collide. She approaches problems with a sense of humor and a strong drive to find the best, most simple solution. In her time off, Julie can usually be found in the mountains skiing, paddleboarding, entertaining or finding stray dogs to bring home.

Terry began his Real Estate career in 1990 and was the Fort Collins Board of Realtors “Rookie of the Year” in 1991. He was the President of the association in 1997-1998.

He was a founding member, part of the first Board of Directors, and the President of the Colorado Association of Realtors Housing Opportunity Foundation in 1995 and remained an active member of the Foundation until 2000.

He became a member of the RE/MAX Hall of Fame in 2001 and received the Lifetime Achievement Award from RE/MAX LLC in 2014.

He believes in maintaining a work-life balance. He enjoys spending time with his wife, Diana, and his two daughters, Lisa (and Husband Matt) and Julie (both Nurses) and his Grand Children Lauren, Jeffery and Grace.

His concept of how our business should be operated is:

Have Fun and Make Money…with Better Client and Customer Service

Nanci Garnand has been a REALTOR since 1995. She had 9 agents on her team, covering New Construction along with Resale. She consistently trains new agents and enjoys using technology to connect with clients and to keep track of her business, having used various CRM’s over the years. She started into business just as technology was becoming popular in real estate. She works with Dean Jackson, who teaches Direct Response Marketing, getting folks to raise their hands, letting Nanci know that they were ready to Buy or Sell. She is involved in Rotary, various Chamber of Commerce’s and is on the Board of Directors for Anatomy in Clay Learning Centers. She is able to do real estate while traveling around the world by the use of technology & teammates. Her last trip being to Crotia in October 2019. She owns an online marketing company called Taupe & Ike LLC offering a CRM and Online Reputation Tools, called Strategic Success Tools, and believes that each person needs to own their own data.

Join us for a day of
ideas & discussion.

The REALTOR® Summit is a gathering of REALTORS® from Northern Colorado & beyond. The idea was to create a cooperative REALTOR® Association event in Northern Colorado that focuses on delivering high quality Networking & Educational Opportunities.

Strap yourself in for ideas

Prepare for a full day of discussion from some of the industry’s best and brightest.

Schedule Descriptions

  • Morning
    9:45 am - 10:30 am
    South Hall

    Steph Gray (Moderator) - Rookie Panel

    Steph Gray will moderate a panel of Rookies in Northern Colorado.

    The Rookie Panel will feature: Jathan Trevena, FCBR; TBA – GARA;  TBA – LAR;  Brett Sall, LBAR


    9:45 am - 10:30 am
    Cross & Rodenberger Room

    Terry Anderson - Five Sure Things I’ve Learned Over the Last 30 Years in Real Estate

    The market is always changing but the tasks any agent need seem to always stay the same… in spite of “new and better methods” to succeed in our chosen career. These are the things that have stayed the course over my 30 years in the Business.


    9:45 am - 10:30 am
    Sandhouse Room

    Danny Crisafulli & Steve Shafer - 5 Essential Tools for Real Estate Agents

    In this session, we’ll cover the 5 essential tools in every real estate agent’s tool belt. We’ll present WHY these tools are in fact essential, WHAT specific programs and processes we use for each of these when there are so many options, and finally HOW exactly we tie these all together to eliminate the guesswork from each transaction and to provide the highest level of customer service that we can.


    9:45 am - 10:30 am
    Bear Room & Brown Room

    Charity Vermeer - Let’s Talk Commission

    There’s a lot of talk about commissions these days, so let’s get down and dirty about getting paid! How can you best negotiate your commission with your client? Can you put your commission in the Contract? How should we deal with “discount Brokers” who offer less than what’s “typical”? What in the world is an i-Buyer? Where does Procuring Cause fit into all of this? We’ll briefly cover these questions and more!


    11:00 am - 11:45 am
    Cross & Rodenberger Room

    Steph Gray - Best Practices for Rookies

    As a Rookie, are you feeling a tiny bit overwhelmed with everything that’s needed to be a business owner & keep your details in line, all the while lead-generating, prospecting, showing homes & responding to clients? Join us for Best Business Practices & some candid Q&A!


    11:00 am - 11:45 am
    Sandhouse Room

    Julie Dahl - The Ultimate Guide to What’s New

    Julie will be covering:
    Homesnap
    “Other Services”
    “My Listings”
    Contact Dashboard
    Datashare


    11:00 am - 11:45 am
    Beard Room & Brown Room

    Charity Vermeer - Let’s Play Lawyer with Earnest Money

    The market we’ve experienced the past several years has confronted Brokers with countless tricky situations….including the Client expecting us to have a crystal ball! When it comes to Earnest Money, let’s discuss how to stay out of trouble, keep our wallets out of it and how to maintain our sanity (did we ever have it in the first place?)! In this session, we’ll equip Brokers to education the Client when it comes to Earnest Money.


  • Afternoon
    1:30 pm - 2:15 pm
    Cross & Rodenberger Room

    Nanci Garnand - How to manage your Business by Setting up a Manual CRM – Customer Relationship Management System

    How to THINK like you are using a CRM to manage your business to stay on top of your game, attracting new clients, staying in touch, building repeat clients, and keeping track of your activities and records. It actually takes thinking differently to be organized and fully utilize a Customer Relationship Management System.


    1:30 pm - 2:15 pm
    Sandhouse Room

    Aaron Lebovic - 7 Ways to Launch your Business the Right Way and 3 Big Mistakes Most People Make

    Let me guess, you became a Realtor because of freedom and flexibility with your schedule and you want to make a lot of money. $100,000+ (for most of us) is the goal. Sound familiar? It’s possible if you set things up right and avoid the most common mistakes! This action-packed class is going to give agents practical tools and strategies to launching their business – achieving consistent income and longevity in the industry.


    1:30 pm - 2:15 pm
    Beard Room & Brown Room

    Eric Thompson - Grand Openings

    How to nail the first 90 seconds of an open house interaction so you can make the client feel comfortable and immediately position yourself as a trusted expert. Many agents feel a bunch of anxiety at an open house and aren’t sure how to start an interaction with a new client. The conversation ends up being awkward and ineffective. There is actually a simple formula that anyone can follow even if you are an introvert and meeting new prospects makes you nervous. This workshop will give you the formula so you can step into any open house with clarity and confidence.


    3:15 pm - 4:00 pm
    South Hall

    Chris Hardy (Moderator) and Regional Top Producers - Top Producers Panel

    Chris Hardy will moderate a panel of Top Producers in Northern Colorado who will share insights on how to succeed in real estate.

    Panel will feature: Leah Ludwich – LBAR, TBA – LAR, TBA – FCBR, TBA  – GARA


    3:15 pm - 4:00 pm
    Cross & Rodenberger Room

    Larry D. Stone, CPA, CTC, CTS - Top Ten Tax Mistakes that Cost Realtors Thousands

    Warren Buffett, the second richest man in the world stated that he won’t pay a dime more in individual or corporate taxes. Why should you pay more if Warren Buffett doesn’t find it necessary? If you’re like most Realtors, you waste thousands of dollars every year in taxes you don’t need to pay. Attend our entertaining, fast-paced seminar to learn how to take advantage of tax reducing strategies and keep your hard earned cash.


    3:15 pm - 4:00 pm
    Sandhouse Room

    Louise Creager - You’re Not in the City Anymore

    First – Don’t count on technology to get you there. This session will give you a down and dirty version of where to start when you want to sell land and/or residential in rural/mountain areas of northern Colorado. From over 35 years of living in rural areas and working with buyers and sellers for over 10.


    3:15 pm - 4:00 pm
    Beard Room & Brown Room

    Eric Thompson - The Market Isn’t Crazy

    This workshop will help you make sense of a market that sometimes doesn’t seem to make sense. Too often we are quick to describe the market to our clients (and to ourselves) as crazy. Unfortunately, this description doesn’t offer any value or instill any confidence. It only makes people less likely to engage with you (because, let’s face it, who wants anything to do with “crazy?”)
    It’s time to bring certainty and clarity to our clients so they can feel confident and see you as the market expert that you are. The market actually does make a lot of sense when you can see the long-term trends and understand the core fundamentals that drive everything that happens in the short term. You will walkaway from this workshop feeling clear about where the market is going and confident in your ability to explain it to your clients.


Schedule Descriptions

2020 Sponsors

Platinum Level


Industry Partners


Swag Bags Level


Gold Level


Silver Level


Bronze Level


Internet Café


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