Schedule

8:00 - 9:40 a.m.

Breakfast/Annual Meeting/Seminar: Real Estate at an Inflection Point:
An Overview of Property nd Capital Market Conditions (1 Elective CEU Credit)
Mary Ludgin, Managing Director, Heitman’s U.S. Private Equity Group

Mary will discuss major trends affecting real estate property and capital markets as we head into the year 2008. She will provide insight into the key economic factors likely to affect apartment, industrial, office and retail properties and how Indianapolis is likely to fair compared to the rest of the nation.

9:50 - 11:30 a.m.

Listing Contracts (2 Mandatory CEU Credits)
Jeff Abrams, President, Dann Pecar Newman & Kleiman

This session will provide information on listing contracts to satisfy 2 mandatory continuing education units.

Investing in Commercial Real Estate (2 Elective Credits)
Andrew Banister, First Vice President - Investment Properties, CB Richard Ellis
Shokrina Radpour Beering, Partner, Cohen & Malad, LLP
Rich Block, President, Paragon Development
Stan Evans, President, Realty Advisors, Inc.
Tim Mattingly, Vice President, American Mortgage Realty Corporation
Moderator: Janice Paine, Vice President Investment Properties, NAI Olympia Partners

Providing you with the steps for personal investing in commercial real estate, this panel will review the entire process from start to finish. Whether you are a seasoned investor or a first time buyer there will be key takeaways to enhance your portfolio. From valuation, legal agreements, financing, partnership structures, return expectations and exit strategies, you will hear success stories and lessons learned from experienced investors.

Opening Doors to Commercial Wealth (2 Elective CEU Credits)
Jason Tyson, Instructor, Dale Carnegie Training

As you learn these skills, you’ll also acquire the confidence and enthusiasm that separates the pros from the run-of-the-mill. Opening Doors to Commercial Wealth uses the proprietary Dale Carnegie Success Achievement Cycle to help you acquire the kind of winning attitude that gives prospects the confidence to buy from you. You’ll be amazed at how your new skills and attitude help you prospect more efficiently, book more appointments, builds trust quickly and leads to bigger and better sales.

11:40 a.m. - 1:10 p.m.

Lunch/Seminar Mechanics of Economic Development: How the Honda Deal Got Done (1 Elective Credit)
Chad Sweeney, Executive Vice President, Indiana Economic Development Corporation

Mr. Sweeney, who was very involved with the Honda deal, will discuss how Indiana entices big companies to relocate or expand in Indiana and how Indiana ecomomic developments effects you and all Indiana residents.

1:25 - 3:05 p.m.

Agency Law (2 Mandatory CEU Credits)
Thaddeus Ailes, Partner, Harrison & Moberly, LLP
Joe Calderon, Partner, Bose McKinney & Evans, LLP

This Agency Law presentation will provide attendees with the knowledge and practical insight necessary to understand the legal issues that arise out of the agency relationship between licensees (brokers and salespersons) and their clients. Issues to be addressed will include how to determine when an agency relationship exists, the duties and obligations of a licensee representing a seller, landlord, buyer, or tenant, limited (or “dual”) agency, liability exposure for misrepresentations and nondisclosures, commission rights, listing agreement issues, and other issues. Following Mr. Ailes presentation on Agency Law, Joe Calderon will present an overview of significant legislation affecting the real estate and development community that has been recently passed by the Indiana General Assembly. Changes to Indiana’s eminent domain and redevelopment law will be a primary focus, together with new legislation in the planning and zoning and property taxation arenas.

How Mega Projects Are Changing Downtown Real Estate (2 Elective CEU Credits)
Bob Bedell, President, Indiana Convention and Visitors Association
Jim Garrard, Director, Economic Development, City of Indianapolis
Jim Crossin, Vice President, Development, Flaherty & Collins
Mike Higbee, President, Development Concepts Inc.
Terry Sweeney, Vice President, Real Estate Development, Indianapolis Downtown, Inc. Moderator: Tamara Zahn, President, Indianapolis Downtown, Inc.

This session will educate you about the Downtown Indianapolis commercial and residential markets so you can better serve your clients and evaluate Downtown opportunities. The class will include a panel discussion with Indianapolis area commercial real estate experts, economic development professionals and City leaders and will discuss, Revitalization and new developments in the pipeline, extensive Downtown Indianapolis market data and trends in key economic development initiatives including Market Square Arena, JW Marriott Convention Hotel and the stadium and convention center expansion.

1031 Exchanges (2 Elective CEU Credits)
Michael A. Fritton, Principal, Somerset CPAs, P.C.

3:05 - 3:20 p.m. Afternoon Break sponsored by Panattoni Development Company

3:20 - 5:00 p.m.

Mixed Use Panel (2 Elective CEU Credits)
Mayor James Brainard, City of Carmel
Tom Dickey, Vice President and General Manager of Anson, Duke Realty Group
Dave Rausch, Principal, Ratio Architects

Mark Zukerman, Vice Chairman, Equicor Companies, LLC
Tim Stevens, Director of Development, Mann Properties

Come hear Indiana experts discuss their experiences with mixed use developments and buildings. Panelists from different fields and specialties will discuss the vision behind the projects, how they have been implemented, the synergies created, and the marketing processes used. The panel will highlight such subjects as designs and architecture used on various projects, challenges and benefits to working through governmental processes, how commercial brokers and salespeople can be involved in the developments, and panelists' forecasts on the future of mixed use projects.

When Environmental Problems Threaten the Deal (2 Elective CEU Credits)
Kent Johnson, Senior Manager, August Mack Environmental, Inc.
David Gillay, Attorney, Barnes & Thornburg, LLP

Most commercial real estate transactions require some level of pre-closure environmental due diligence. Licensed real estate professionals representing both buyer and seller should be familiar with what environmental due diligence is and which due diligence options are available. If the transaction involves a contaminated property, environmental due diligence will help identify the concerns that should be quantified and addressed in the purchase agreement. If both buyer and seller lack a strategy to quantify and address environmental issues, the fate of the transaction is jeopardized. This workshop will: Provide an overview of environmental due diligence; Offer suggestions on how to structure a purchase agreement to address and minimize environmental liability; Discuss how to identify and quantify environmental liability; Describe some of the mechanisms and processes to achieve closure of a contaminated property.

3:20 - 5:50 p.m.

Ethics (3 Mandatory CEU Credits)
Jan Wright, Commercial Escrow Officer, The Talon Group

The presentation will discuss the entire Code of Ethics and Standards of Practice of the NATIONAL ASSOCIATION OF REALTORS®. Applicable similarities between the Code of Ethics and the Indiana Statutes and Regulations concerning Real Estate Brokers and Salespersons will be discussed, with emphasis on the situations where the Indiana law may impose a higher standard of conduct, and where the Code of Ethics imposes the highest standard of conduct.

5:00 - 6:30 p.m.

Closing Reception, Live Music and Prizes sponsored by Meridian Real Estate