2024 Annual Meeting

Page 1

2024 Annual Meeting & special honors Thursday, March 28, 2024 Crystal Springs Golf Course SPEAKER SERIES SPONSOR SAMCAR Speaker Series Q1.24

2023 by the numbers membership

3,072 MEMBERS*

40,477

*as

2,916

156

4,885

3 Harmful Measures Defeated

• Millbrae Vacancy Tax

• Redwood City Anti-Displacement

• Flawed County Tenant Protection

5 Legislator Meetings

Rep. Kevin Mullin (CA15)

• Sen. Josh Becker (SD13)

home sales government affairs programs & communications charitable giving

$51,700 GRANTS & DONATIONS

$45k Quarterly Grants

$6.7k Judy Ploshay Memorial Holiday Auction

www.samcarfoundation.org

$1000 Abundant Grace

single family residential

3,292 condominium & townhome

999

Annual High SFR Median Sale Price

$63,035 REALTOR® Action Fund Contributions by 455 individual contributors

• Assms. Diane Papan (AD21), Marc Berman (AD23), Phil Ting (AD19)

$5k Half Moon Bay Relief

$4000 Coastside Victims Fund

48 Tuesday Morning Zoom Marketing Meetings

15 In-Person Events

22 Professional Development Classes (13 in-person, 8 online)

7 Local activities sponsored with COMMUNITY ENGAGEMENT FUND

61% Unique Email Open Rate

Find a REALTOR®
Find an Affiliate
2023)
$1.95M (Feb/Jun
of 12/31/23
provided by MLSListings, Inc.
Data

Schedule

PRESIDENTIAL REMARKS

Moisés Pelayo, 2024 SAMCAR President

PLEDGE OF ALLEGIANCE

David Cline

INSPIRATIONAL REMARKS

Olivia Edwards, Soaring Now - Life Coaching

HONORARY MEMBER KEYNOTE ADDRESS

Josephine Moore

HONORARY MEMBER CERTIFICATE PRESENTATION

Alane Gilbrech, Executive Officer

GOVERNMENT AFFAIRS UPDATE

Fernando Peña, Government Affairs Director

MLSLISTINGS UPDATE

Mark Messimer, Director of Industry Outreach

Jesse D. Gutierrez, Chairman of the Board

SPECIAL EVENTS COMMITTEE

Andrea Bologna, Chair & Jim Enes, Vice Chair

Naz Amir

Toni Burrows

Marlin Handley

Val Hardwick

Ann Palermo

Craig Thorson

Michelle Velez

TIMELINE 11 a.m. Doors Open & Networking 11:30 a.m. Lunch Buffet Opens 12 p.m. Program & Ceremony 1 p.m. Networking
Haydee
Betcy Jacob
Marshall
VENUE Fairview Crystal Springs | PHOTOGRAPHER Craig Burleigh

APRIL

Upcoming Events

JUNE

SEPTEMBER

OCTOBER

Events

THU., APR. 11 Professional Headshot Day

WED., MAY 1 C.A.R. Legislative Day

THU., MAY 16 YPN Yappy Hour

WED., JUN. 12 YPN Giant’s Game

THU., JUN. 13 Bowl-o-Rama Fundraiser

THU., AUG. 8 Member Appreciation BBQ

WED., OCT. 2 WICKED (BroadwaySF)

THU., OCT. 17 Rock the Vote

THU., DEC. 5 Coastal Holiday Mixer

TUE., DEC. 10 Judy Ploshay Memorial Holiday Auction

www.samcar.org/events

DECEMBER

Holidays (Office Closed)

MAY 27 Memorial Day JUN 19 Juneteenth JUL 4 Independence Day SEP 2 Labor Day NOV 11 Veterans Day NOV 28 & 29 Thanksgiving DEC 25 Christmas Reminder!

If Monday is a holiday, the tour deadline is the prior Friday at 12 PM.

• www.samcar.org/holidays
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S 2 9 16 23 ⁄30 M 3 10 17 24 ⁄31 T 4 11 18 25 W 5 12 19 26 T 6 13 20 27 F 7 14 21 28 S 1 8 15 22 29 JULY M 1 8 15 22 29 T 2 9 16 23 30 W 3 10 17 24 31 T 4 11 18 25 F 5 12 19 26 S 6 13 20 27 S 7 14 21 28 AUGUST F 2 9 16 23 30 S 3 10 17 24 31 S 4 11 18 25 M 5 12 19 26 T 6 13 20 27 W 7 14 21 28 T 1 8 15 22 29
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M 7 14 21 28 T 1 8 15 22 29 W 2 9 16 23 30 T 3 10 17 24 31 F 4 11 18 25 S 5 12 19 26 S 6 13 20 27 NOVEMBER F 1 8 15 22 29 S 2 9 16 23 30 S 3 10 17 24 ⁄31 M 4 11 18 25 T 5 12 19 26 W 6 13 20 27 T 7 14 21 28
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C.A.R. Honorary Members-for-Life

In order to obtain C.A.R. Honorary Member-for-Life status, a member must have been a California Association of REALTORS® member for 25 continuous years and meet specific age requirements.

Members who have achieved Honorary Member-for-Life status in 2024 are:

Larry Aikins

Kathryn Caloca

Susan Caton

Joseph Chu

David Cline

Sherry Cottonaro

Steven Devere

Fredric Graziani

Saeed Kamali

Alba Lopez

Josephine Moore

John Prouty

Joseph Rodden

Arlene Sullivan

David Zigal

Congratulations to all of our Honorary members!

If you meet these requirements and would like to apply for Honorary Member-for-Life status, please contact SAMCAR Staff.

www.samcar.org/honorary-membership

2024 Committees

Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience.

LOCAL CANDIDATE RECOMMENDATIONS (LCRC)*

This committee interviews Federal, State and Local candidates for elected office in San Mateo County and makes recommendations to the SAMCAR Board for endorsement. It also recommends funds and support for the campaigns of said officials. The committee also reviews and decides on positions relative to ballot measures in San Mateo County.

Jesse Gutierrez, Chair

Paul Beaudreau, Vice Chair

GOVERNMENT AFFAIRS

Local area Government Affairs Committees review issues and provide feedback to the Government Affairs Director on current legislative issues. Provides an audience for council members and staff. Holds forums for local elections. Members meet monthly at the local level and as neeeded at the regional level.

Paul Beaudreau, Chair (Peninsula)

Mitch Speigle, Vice Chair (Peninsula)

Barbara LaVey, Chair (Coastside)

Frank Vella, Chair (Pacifica)

DIVERSITY EQUITY INCLUSION / FAIR HOUSING

On Wednesday, January 26, 2022, the SAMCAR Board of Directors approved the motion to create a Diversity Equity Inclusion / Fair Housing Committee.

Linda Crose-Andersen, Chair

Michelle Velez, Vice Chair

ELECTIONS*

Qualifies the candidates for each place to be filled on the Board of Directors to ascertain that they are eligible to hold elective office based on the qualifications stated in the Bylaws and in the Policy and Procedures Manual. Also selects annual award winners.

Robert Pedro, Chair

Jessica Eva, Vice Chair

FINANCE*

Reviews the monthly financial reports of SAMCAR’s operation, assists in preparation of annual budget. Monitors financial health and investment direction of the Association.

Diane Viviani, Chair

Suzan Wallace, Vice Chair

FOUNDATION COUNCIL

This council is tasked with appropriating grant requests as well as recommending newer allocations for Foundation funds. Alfredo Mendoza, Chair

Kirsten Hagen, Vice Chair

GRIEVANCE*

Conducts a preliminary review of disciplinary complaints to determine whether the complaint should be forwarded to a Hearing Panel of the Professional Standards Committee (training required to serve on this committee).

Kirsten Hagen, Chair

Debbie Wong, Vice Chair

www.samcar.org/committees

* = Closed committee

2024 Committees

MARKETING MEETINGS

Assists district marketing meeting committees with meeting format, speaker/topic selection, and related arrangements.

Steve Cresci, Chair

David Zigal, Vice Chair

MEMBERSHIP

Plans New Member Orientation. Suggests and plans strategies for retaining members and attracting new members.

Diana Nemirovsky, Chair

Mary Murphy, Vice Chair

POLICIES & PROCEDURES*

Members of this committee are tasked to write/update Association’s Policies and Procedures which are then approved by the Board of Directors.

Moisés Pelayo, Chair

Diane Wilson, Vice Chair

PROFESSIONAL DEVELOPMENT

Recommends course topics that are pertinent to the industry and current trends for members’ knowledge and growth in professionalism and success.

Jean Joh, Chair

Shokoofeh Nowbakht, Vice Chair

PROFESSIONAL STANDARDS*

Committee members act as panelists for disciplinary and arbitration hearings (training is required to serve on this committee).

Lee Ginsburg, Chair

Joan Cattermole, Vice Chair

SPECIAL EVENTS

Plans and promotes social and charitable fundraising events.

Andrea Bologna, Chair

Jim Enes, Vice Chair

YOUNG PROFESSIONALS NETWORK (YPN)

The SAMCAR Young Professionals Network group is the local chapter of the Young Professionals Network (YPN) of the National Association of REALTORS® (NAR). SAMCAR YPN develops programs for education, networking, mentoring, leadership development, community service, sharing ideas and information. Our motto is “Young at Mind, Young at Heart no I.D. required.” YPN groups nationwide are a dynamic entry point for real estate professionals striving to become more successful in their careers and gain leadership experience.

Danielle Shapiro, Chair

Gianna Archini, Vice Chair

Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience. * = Closed committee

www.samcar.org/committees

2023-2025 Strategic Plan

The SAMCAR Board of Directors approved a motion to adopt the 2023-2025 Strategic Plan on December 15, 2022.

Area 1 - Advocacy & Government Affairs

SAMCAR is a credible voice for San Mateo County real estate professionals and effective champion for property owners.

1.1 - Cultivate stakeholder (member, homeowner, housing provider) involvement

1.2 - Articulate policy positions

1.3 - Foster collaborative relationships with local elected officials

1.4 - Increase REALTOR® Action Fund contributions

Area 2 - Consumer Outreach & Community Involvement

SAMCAR and its members are respected leaders who foster thriving San Mateo County Communities.

2.1 - Increase public awareness of SAMCAR value and community contributions

2.2 - Deliver valuable services and information to community

Area 3 - Member Engagement

SAMCAR is a supportive and welcoming group, motivating members to connect.

3.1 - Members are aware of the value proposition and connect with association

3.2 - Support members to stay in business by overcoming challenges

3.3 - Reinforce member affinity through social activities

Area 4 - Governance & Finance

SAMCAR is an inclusive and resilient organization.

4.1 - Prepared and representative leadership

4.2 - Increase dues revenue

4.3 - Expand non-dues revenue sources

Area 5 - Professional Development

SAMCAR is a trusted provider of tools, services and education to promote professionalism and help members succeed.

5.1 - Understand member needs and goals

5.2 - Support members to stay in business and succeed professionally

www.samcar.org/StrategicPlan

Strategic Framework

Vision

The Voice for Real Estate Professionals and Property Owners in San Mateo County.

Mission

SAMCAR is a trade association organized to ensure professionalism, protect property rights, promote the ownership of real property, and help members achieve success.

Bylaws

Policies & Procedures

NAR Core Standards

Strategic Plan Operations Annual Budget

The Strategic Plan is among the guiding documents for the association. It is informed by the aspirational vision and mission statements, governed by the bylaws, policies & procedures and National Association of REALTORS® Core Standards, and directs the annual budget and operations to align with strategic priorities.

Strategic Priorities

Reputation

SAMCAR and its members are perceived as respected leaders in our community.

Impact

Continued efficacy with regard to local policy, which requires a collaborative relationship with local policymakers and motivated stakeholders (members, homeowners, housing providers).

Engagement

Help members succeed professionally to support full participation.

Leadership

Cultivate prepared and representative association leaders through mentorship and support.

www.samcar.org/StrategicPlan

Aspirational Actionable

announced an agreement that would end litigation of claims brought on behalf of home sellers related to broker commissions.

NAR Settlement
• C.A.R. Legal Hotline (213) 739-8282
Friday,
2024,
Association of REALTORS® (NAR)
C.A.R. Legal Hotline Realtor members are also encouraged to contact the C.A.R. Legal Hotline with questions: (213) 739-8282 Facts.Realtor Website For additional information on the proposed settlement, including answers to Frequently Asked Questions and video statements, please visit NAR’s Facts.Realtor website https://Facts.Realtor
https://facts.realtor
On
March 15,
the National

C.A.R. Legislative Day

Legislative Day will bring more than 2,000 REALTORS® together to discuss real estate issues directly with state legislators and staff. You’ll hear from California’s most dynamic political leaders, meet with and urge legislature to support creating opportunities for homeownership, enjoy great entertainment and network with REALTORS® from across the state.

Wednesday, May 1, 2024

Sacramento, California

Registration Required before April 17, 2024.

www.samcar.org/LegDay24

PLATINUM

Fidelity National Home Warranty

Steven Cresci Insurance Agency

ADUNOW.HOUSE (Karim Sarraf)

Discount Plumbing Rooter Inc. • Eagle One Services LLC (Jeff Frishof)

Girouard Properties • HomeGuard Inc. (Marlin Handley)

Home Warranty of America (Toni Burrows)

Law Office of Eric T. Hartnett • Let’s Stage It / Herline Home Staging

The Michelle Velez Team, Mortgage Dynamics Group

Polaris Capital Partners (Ray Avanzino)

www.samcar.org/sponsors

SAMCAR is a trade association organized to ensure professionalism, protect property rights, and promote the ownership of real property. 850 Woodside Way, San Mateo, California • (650) 696-8200 • www.samcar.org
sponsors
2024 corporate
DIAMOND GOLD SILVER BRONZE AMS Bekins
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