WomanUP! Academy Executive Certification Bundle

Administrative Staffing: The Human Side of Human Resources is intended to provide company leadership with real-world guidance and practices focused on developing an organization that fosters efficient operations through effective staffing. Not all staffing issues are issues with an employee. Effective staffing relationships go beyond the employee and encompass the business as a whole, developing a cohesive partnership for success.

Learning Objectives

After attending this course, students will be able to:

• Identify the consequences of ineffective staffing relationships
• Create a personnel profile and an accurate job description
• Follow a successful hiring process from start to finish
• Prepare for the employee’s First Day
• Develop an effective training plan for new hires
• Explain the importance of Performance Management
• Encourage Personnel Development
• Avoid making the same mistakes in hiring again

In this course we'll discuss techniques to better recruit new licensees to work under your brokerage. The goals for this include creating clarity and defining your organization’s culture, a better understanding how to communicate and motivate, identifying ways to grow with purpose, and creating a plan to teach with purpose.

Course Objectives:

• Define and articulate culture
• Understanding people
• Recruiting the right people
• Training and mentoring

During this Masterclass on Contact Relationship Management you will learn the reasons to use a CRM to build your business. You will also see how to study the aspects of a CRM and how it can help keep track of customers, contracts and appointments. Know that there are more people, more rules, and more expectations in real estate today and understand the importance of reviews and how to manage customer expectations.

Course Objectives:

• Getting your agents and staff on board
• Effective agent use of CRM
• Understand how automation frees your staff and agents talents
• Specific leverage points in a transaction to create more repeat and referral business
• Review an entire workflow from contact to close

Crystalline Leadership is leadership that is crystal clear about the direction one is heading. Crystalline means sparkly or clear so an individual who practices Crystalline Leadership know their purpose and has a clear vision of how they are going to chart their leadership course. A Crystalline Leader is a step above and beyond a great leader and uses proven mindfulness practices to lead themselves, and others to higher levels of success. Studies have shown that mindfulness practices are not just a “nice thing to do” but a MUST HAVE for today’s leaders.

Crystalline Leaders are Visionary, Impactful, Strategic, Inspirational, Organized, and are Navigators (VISION).

This course guides you through creating leadership and team purposes and visions. It shows you how to step into your visions through mindfulness practices and goes into 10 Aspects of Leadership and how to use mindfulness practices within each one.

The 10 Aspects of Leadership include:

1. Self Awareness
2. Confidence
3. Communication
4. Stress
5. Organizational Management
6. Problem Solving
7. Decision Making
8. Time Management
9. Engagement
10. Accountability

The objective of this course is to familiarize C.A.R. members and licensed brokers, participating in the WomanUp!™ Academy, with the world of mergers and acquisitions. We will explore the various elements of a transaction, beginning with how to best structure your business. This course will cover both high level points and some finite details unique to M & A’s, including how to prepare for the due diligence process.

In the first part of the course, I will provide an overview of what M & A’s are, how they are being used, various types and their purposes, and the consideration that goes into them.

In the second part, I’ll explain how to prepare a brokerage for acquisition or set it up for a merger with another company. I’ll share personal and business considerations and list important points that need review and execution. Valuation and deal structures are also covered.

In the third part, I’ll explain the different steps of the merger and acquisition processes, along with the terminology and typical timelines. I’ll take you through the checklist of things to consider before entering an agreement, the transaction details, the financial aspects of the deal and what to expect during the due diligence process.

Course Objectives:

• Intro to Mergers and Acquisition
• Setting it up, valuation and deal structure
• Transaction, time line and due diligence

The New Broker's Benchmark: Perform! is a 3½ hour video course providing new real estate brokers with an understanding of best practices for client policies and office procedures. Also learn about building practical policies for your office and settling disputes.

This course, The New Broker's Benchmark: Perform!, will review how to set appropriate policies for your agents and employees. This course will also cover components of the CA-RPA, CA-RLA, and how to understand your financial statements. Learn more about all of our courses and certifications at www.car.org.

Learning Objectives

1. Identify the rules in which your agents will follow when they interact with clients, other agents and staff;
2. Understand, how to set up or update an Office Policy Manual for your brokerage;
3. Explain valuable information, instruction, tools and techniques for running a real estate brokerage from an operational point of view;
4. Learn about specific aspects of managing financial statements for your brokerage business.

Course Features

This course is a series of videos recorded from a live webinar so that you can learn the material in an Online Anytime format. Annette Graw, an experienced REALTOR®, shares her knowledge on managing the brokerage, office assistants, agents and other staff. In addition, there are study materials in the resource section in the review chapter.

The New Broker's Benchmark: Prepare! is a 3.5 hour video course providing new real estate brokers with an understanding of business structure and best practices for business planning. Also, learn to understand your financial statement to make your business more prepared for the ups and downs of the market.

This course, The New Broker's Benchmark: Prepare!, will review how to best prepare for yearly business planning and to adjust your plan throughout the year. This course will also cover components of the CA-RPA, CA-RLA an how to understand your financial statements. Learn more about all of our courses and certifications at www.car.org.

Learning Objectives

1. Identify the common organizational structures in real estate and how they might affect how you run your business;
2. Understand, how to set up or update an Office Policy Manual for your brokerage;
3. Explain valuable information, instruction, tools and techniques for running a real estate brokerage from an operational point of view;
4. Learn about specific aspects of managing financial statements for your brokerage business.

Course Features

This course is a series of videos recorded from a live webinar so that you can learn the material in an Online Anytime format. Annette Graw, an experienced REALTOR�, shares her knowledge on managing the brokerage, office assistants, agents and other staff. In addition, there are study materials in the resource section in the review chapter.

Nuts and Bolts: The Broker’s Day-to-Day is intended to provide the learner with a general working knowledge of the basic operations of the broker’s office and how to better function in your supervisory role to increase productivity in your agents.

The topics covered in this course are:

1. Broker Supervision
2. Training and Education
3. Recruiting and Retention
4. Building a Better Brokerage
5. Business Issues

Course Objectives

After attending this course, students will be able to:

• Understand the role and responsibility of the broker
• Describe the different avenues and opportunities for education and training within the industry
• Understand that the brokerage needs to retain good agents and recruit new ones
• Know what is required by the DRE and the best practices to stay compliant
• Develop an office that motivates, encourages and enables agent to thrive in our competitive real estate world
• Describe several methods of education and training, both inside the brokerage as well as Realtor resources.
• Understand that there are several avenues for training within our industry
• Learn who is responsible for the role of broker.
• Define recruiting and retention as well as "de-hiring."
• Learn the many resources we have through CAR, both in your office and on-line, as well through your local Association of Realtors.
• Describe different systems in place for hiring, training and business management
• Develop a culture in your office that attracts seasoned agents.
• Understand and implement DRE and State of California requirements.
• Understand local regulations, taxation and license regulations.

The Recruiting and Retaining course will focus on various aspects of capitalizing on personal strengths when recruiting like using simple strategies for overcoming reluctance and 21 ways to reach potential recruits. Additionally, attendees will learn to review current practices for recruiting and how to implement new strategies.

Course Sessions:

1. Prepare to Recruit
2. Who to Recruit?
3. Set the Stage for a Successful Job Interview
4. Best Practices for Launching Your Brokerage, Retention, Supervision, and Termination
5. Agent Teams: The Good, The Bad, and The Ugly

This course is designed to help minimize the chance of having a claim or lawsuit filed against you by following some simple Risk Management steps and by becoming educated in the areas which cause the greatest incidence of claims. The suggestions, education, and advice presented can limit your liability and assist you with the handling of a claim if you are faced with one. Throughout the course you'll receive guidelines and examples of how to reduce your risk.

Course Length: 3 hours (No CE Credit)

Course Objectives:

• Gain an understanding of the basic concepts of risk management
• Identify common areas of risk
• Understand the licensee activities that are likely to contribute to risk
• Receive practical examples of high risk areas
• How risk management impacts the consumer
• Understand your legal responsibility 
• Pro-actively manage risks associated with a real estate transaction
• Define your role when a claim is made
• Define your role in litigation
• Define your responsibilities in a transaction

Our WomanUP!® ACADEMY Empowerment course will help define what guides you by clarifying your personal and core values. How do you define these values? How do you infuse them? Learn to honor them and prioritize so that as you develop you build habits that will support the values you've designed that are important to you.

Session Topics

• Core Values
• Soultank
• Purpose
• Life Commitments
• Success Declared
• Self-talk
• Gratitude