2023 Annual Meeting

SAMCAR Speaker Series

2023

Annual Meeting & special honors Wednesday, March 29, 2023 Crystal Springs Golf Course SPEAKER SERIES SPONSOR

Q1.23

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 2023 are:

Michael Bruno Jeanette Carter Charles Gardyn Suzan Getchell-Wallace Cheryl Price Charles H. Rible Marilyn St. Germain-Hall

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

2022 by the numbers membership

3,152

MEMBERS*

25,965

Find a REALTOR®

2,989 163 3,477

Find an Affiliate

home sales single family residential

condominium & townhome

3,987

1,435

High SFR $2.25M All-Time Median Sale Price (April 2022)

*as of 12/31/22

Data provided by MLSListings, Inc.

18

Endorsed Candidates Elected Nov. 2022

legislative projects

government affairs

• Defeat San Bruno tax • SSF Sewer Lateral • Electrification Task Force

charitable giving

$54,000 GRANTS & DONATIONS

$44.5k Quarterly Grants $500 Passthrough donation Ploshay Memorial $9k Judy Holiday Auction

www.samcarfoundation.org

$79,074

REALTOR® Action Fund Contributions by individual contributors

549

programs & communications Morning Zoom 88 Tuesday Marketing Meetings

13 In-Person Events 3-Year STRATEGIC PLAN adopted 12/15/22

500 143 email

campaigns

EQUALITY ACT POSTCARDS

sent to 16 U.S. Senators

411,588

messages delivered

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

Aspirational

Strategic Framework Vision

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

Mission

Actionable

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 Annual Budget Operations 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

2023 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.

Michael G. Verdone, Chair Jesse Gutierrez, 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) 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

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 Elmer Martinez, 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

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).

Carole Fogelstrom, Chair Elmer Martinez, Vice Chair

MEMBERSHIP

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

Diana Nemirovsky, Chair Tatiana Kirasirova, Vice Chair * = Closed committee

www.samcar.org/committees

2023 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.

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.

Diane Wilson, 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).

Chad Krakow, Chair Lee Ginsburg, Vice Chair

MARKETING MEETINGS

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

Steve Cresci, Chair David Zigal, Vice Chair

SPECIAL EVENTS

Plans and promotes social and charitable fundraising events.

Andrea Bologna, Chair Celeste Pagan, Vice Chair

YOUNG PROFESSIONALS NETWORK (YPN)

The Young Professionals Network group covers education, technology, networking, mentoring, leadership development, community service, sharing ideas and information. YPN groups are nationwide and are supported

by NAR and C.A.R. This group is geared primarily to REALTORS, however we do encourage affiliate participation. Young at Mind, Young at Heart no I.D. required.

Wilson Leung, Chair Danielle Shapiro, Vice Chair

FOUNDATION COUNCIL

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

Alfredo Mendoza, Chair Jesse Gutierrez, Vice Chair

* = Closed committee

www.samcar.org/committees

2023 corporate sponsors Platinum

Diamond

Gold

Silver

AMS Bekins • San Mateo Credit Union

Bronze

Berkshire Hathaway HomeServices Drysdale Properties Cresci Insurance Agency • DC Design Agency • Girouard Properties GMCC / EMeta Funding (Arton Chau) • HomeGuard Inc. (Marlin Handley) Law Office of Eric T. Hartnett • Michelle Velez Team | Mortgage Dynamics

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