2012 CCIM Chapter Annual Report and President`s

Transcription

2012 CCIM Chapter Annual Report and President's Cup Submission Workbook
Chapter Name:
NC-CCIM
Submitted by:
Chapter Position:
Chapter Coordinator: Ashley Boykin, President: Steve Rich, CCIM , Vice President: Drew Showfety, CCIM , Secretary: Marlene Sprtizer , CCIM,
Treasurer: Mark Howe, CCIM ,Immedidate Past President: Jane Doggett, CCIM
Chapter Coordinator and 2012 Executive Committee
Phone:
336-854-5868
E-mail:
Submission Date:
Introduction:
[email protected]
1/30/2013
The Chapter Activities Subcommittee, responsible for the President's Cup Awards Program, presents the 2012 Annual Activity Report and
President's Cup Award Submission workbook.
There are two sections of the workbook: 1) Annual Activity Report and the 2) President’s Cup Submission. Each section contains a list of
tasks. The Annual Activity Report lists the tasks needed to meet the minimum compliance requirements in order to maintain a chapter. The
President’s Cup Submission contains tasks reflecting the characteristics of a successful and effective chapter. Each chapter will be responsible
for completing the workbook. Completing the Annual Activity Report section is a requirement. The President's Cup submission section is
optional. The 2012 President’s Cup Workbook has been revised to include a new section on Strategic Planning. While this information is
required, because this is a new section, no points are allocated for the 2012 submissions. However, beginning in 2014, points will be allocated
to be included in the overall score. Chapters that complete both sections will be recognized as a Chapter of Excellence and acknowledged at
the 2013 CCIM Mid Year Meetings.
The workbook has been designed for chapters to use as a tool for what tasks need to be accomplished throughout the year. The winners will
be those Chapters that exemplified the top Best Practices. This way, the winners will be awarded for not just following the typical protocol of
being a Chapter, but rather those that have chosen to go above and beyond the normal standards. Use this updated workbook as a roadmap
for what your chapter needs to accomplish to ensure the highest level of benefits are received by your members.
2012 Annual Activity Report Overview:
The requirements of the Annual Activity report remain the same. The mandatory annual activity report was developed by the Regional
Activities Subcommittee to verify annual compliance by CCIM Chapters with minimum standards. A Chapter's charter may be revoked if the
chapter is found to be in violation of the terms in Article 2, Section 3 of the Chapter bylaws. The first section of the workbook outlines the
task of the Annual Activity Report and is required to be completed by each chapter.
2012 President's Cup Program Submission
Overview:
The goal of the President's Cup program is to recognize chapters for their accomplishments and reward them for accomplishing the tasks
necessary to be a successful and effective chapter.
The program is designed to objectively recognize and reward achievements and member programs by CCIM chapters demonstrating the
highest degree of skill, ingenuity and innovation in promoting the membership benefits of the CCIM Institute.
President's Cup Awards will be presented in April at the 2013 CCIM Midyear Meetings.
Rating System:
Each chapter will get a rating from zero to five in each of the four categories. The scales is as follows:
0=Did not achieve
1= Poor
2=Fair
3=Good
4=Very Good
5=Excellent
Within the 4 categories, there are suggested activities that represent what a chapter should be doing. This is not an exhaustive list. Chapters
are encouraged to go above and beyond the items listed. Additionally, in some situations a particular activity may not be relevant to a chapter.
The evaluator will take all of this into account when giving a score for the given category.
Chapters should provide examples and/or explanations of various activities where applicable.
Informational Items- Within the President's Cup Submission, some information is being requested for informational purposes only. Points will
not be assigned in these areas. Informational Items will be indicated by the following symbol "●"
Tier 1: Large Size Chapters
Alabama, Central Arizona, Central Texas, Colorado/Wyoming, Florida, Georgia, Houston/Gulf Coast, Illinois, Los Angeles, Mid Atlantic,
Minnesota/Dakotas, North Carolina, North Texas, Northern California, Ohio, PA/DE/NJ, South Carolina, Washington State
Tier 2: Medium Size Chapters
East Tennessee, Greater Southern CA, Hawaii, Indiana, Iowa, Kansas City, Kentucky, Louisiana, Michigan, Middle Tennessee, New England, New
York Metro, Oklahoma, Oregon/SW Washington, San Antonio/South Texas, San Diego, St. Louis Metro, Wisconsin
Tier 3: Small Size Chapters
Alaska, Arkansas, Connecticut, El Paso, Idaho, Inland Northwest, Kansas, Memphis Metro, Mississippi, Nebraska, New Mexico, Northern
Nevada, Northwest Arkansas, Puerto Rico, Southern Arizona, Southern Nevada, Upstate New York, Utah
Awards and Recognition:
Chapter of Excellence Awards will be awarded to all Chapters who submit a complete workbook with both the Annual Activity Report section
and the President's Cup Submission section completed and meet all chapter charter requirements by the deadline. Podium banners will be
awarded to all Chapter of Excellence winners, which may be used at local meetings and events throughout the year.
• 1st Place Winners in each tier will receive $500 toward a networking Chapter event, $500 toward a local advertising campaign*,
complimentary recognition ad in the award winning CIRE Magazine, an award plaque and a web banner for their Chapter website.
• 2nd Place Winners in each tier will receive $250 toward a local advertising campaign*, complimentary recognition ad in the award winning
CIRE Magazine, an award plaque, and a web banner for their Chapter website.
• 3rd Place Winners in each tier will receive a complimentary recognition ad in the award winning CIRE Magazine, an award plaque and a web
banner for their Chapter website.
*The ad will be designed by the Institute’s marketing team and will be placed in a local publication of the Chapter’s choice.
Instructions and Guidelines:
The workbook covers all activities completed from January 1, 2012 to December 31, 2012.
The 2012 Chapter Officers are responsible for completing and submitting the Workbook.
When requested, supporting documentation must be submitted. All documents are due in an electronic format and must be placed into one
pdf and submitted with the workbook. The following symbol "" indicates supporting documentation is needed. All supporting
documentation for the Annual Report is required.
The Workbooks will be reviewed by the Institute staff and the Chapter Activities Subcommittee. The Chapter Activities Subcommittee will be
responsible for evaluating and verifying the winners.
Each chapter is responsible for selecting and indicating which tasks they have accomplished throughout the year. Please make a true
assessment of your chapter's accomplishments. Make sure to use the workbook as a tool to guide your chapter in evaluating the year and the
chapter's accomplishments. When a task has been accomplished a "Yes" should be placed in the completed activity column. If the task has not
been accomplished than a "No" should be placed in the in the completed activity column. For those chapters that have Districts, a completed
activity for the District is a completed activity for the Chapter overall.
Please use the space provided within the cells to provide additional details. Details may be brief to fit within the cell size. You may increase
the size of the cell if more space is needed. Please limit additional information to the size of the cell. The goal is to keep comments and
information brief for an efficient review process.
Questions?
If you have any questions, please contact the Region/Chapter Services Department at [email protected] or 312-3214524
DEADLINE:
FRIDAY, FEBRUARY 1, 2013 - Please submit the completed copy, along with the supporting
documentation .pdf to [email protected].
2012 Annual Activity Report - Minimum CCIM Chapter Requirements - Must be completed by all Chapters
Annual Activity Report Requirements
Maintain a minimum membership of 15 Designees
and 10 Candidate members
Total Membership Number as of 12/31/11
Total Membership Number as of 12/31/12
Number of Newly Pinned Designees in 2012
Held chapter meetings a minimum of four times a
year
Officer Elections - elected chapter officers in 2012
Completed Activity
Yes/No
List chapter membership totals for 2012:
Total number of chapter members: 585
Total number of Designees: 316
Total number of Candidates: 125
Total number of associates/affiliates: 144
¨Provide a final chapter membership roster for 2012 with updated contact information
List number: 598
List number: 585
List number: 15 New Designees
List the number of chapter meetings held in 2012: (month & number of attendees) NC-CCIM Chapter held 73 chapter meetings in 2012. Our Free Commercial CE classes in
Greensboro on 2/2/12 (Mandatory Update and Ethics) had 101 attendees and on 10/4/12 (BICAR and Mandatory) we had 151 attendees. NC-CCIM Commercial Real Estate Market
Forecast: 3/7/12 in Greensboro (238 Paid Registrants), 3/21/12 in Raleigh/Durham/Chapel Hill (268 Paid Registrants), 3/27/12 in Charlotte (298 Paid Registrants), NC-CCIM State
Conference: 10/4/12 – 10/5/12 in Greensboro included Evening Networking Event with Heavy Hors D’oeuvres at Starmount Country Club, Hot Breakfast, Lunch and Presentations
"Risk That Goes Beyond Real Estate" by Buck Moody, CCIM; "Update on NC Legislative Matters” by Cady Thomas- Director of Governmental Affairs with NCAR; “30 Commercial Real
Estate Apps in 60 Minutes” by Greg Stinton; “Eight Plus Ten Equals Twelve: How the Political Lessons of 2008 Plus those of 2010 Suggest the Likely Winners of 2012” by John Davis II.
Haves & Wants with Raffle for iPAD (83 Attendees for $29/person). Virtual Dealmaking: 1/10/2012 9 Attendees, 2/14/2012 10 Attendees, 3/13/2012 11 Attendees, 4/10/2012 15
Attendees, 8/14/2012 7 Attendees, 9/11/2012 8 Attendees, 10/9/2012 12 Attendees. STDB Training: Raleigh STDB Training 8/14/2012 39 Attendees, Wilmington STDB Training
8/15/2012 4 Attendees, Charlotte STDB Training 8/21/2012 24 Attendees, Greensboro STDB Training, 8/22/2012, 17 Attendees. Community Caring in Motion: Asheville Food Bank
Work Day 9/19/2012 2 Attendees, Charlotte Food Bank Work Day 9/19/2012 18 Attendees, Triangle Food Bank Work Day 9/20/2012 18 Attendees, Triad Food Bank Work Day
9/20/2012 3 Attendees, Wilmington Food Bank Work Day 9/21/2012 2 Attendees. Portfolio Workshops: Charlotte Portfolio Workshop 6/1/2012 3 Attendees, Triangle Portfolio
Workshop 6/6/2012 2 Attendees. Triangle Portfolio Workshop 12/5/2012 1 Attendees, Charlotte Portfolio Workshop 12/7/2012 2 Attendees. Calculator Class: Raleigh 1/5/2012 15
Attendees. Creative Solutions with Kenneth M. Vidar, S.E.C., CCIM: 5/10/2012 50 Attendees. Joint Networking: Alphabet Soup with Crew Charlotte, IREM, BOMA 1/16/2012 200
Attendees, CREW Charlotte Casino Night 4/19/2012 150 Attendees, FIRST ANNUAL JOINT NC-CCIM AND RCASENC COASTAL COMMERCIAL EDUCATION AND NETWORKING SUMMIT
8/24/2012 25 Attendees, WNC Monthly CCIM Networking BREAKFAST 8/28/2012 15 Attendees, Triad Commercial Casino Night 9/27/2012 61 Attendees. Charlotte Monthly
Networking Events: 1/5/12 “Financing” w/ Thad Walton of Regions Bank (41 Attendees); 2/2/12 “Annual Real Estate Recap/Forecast” featuring Fitzhugh Stout from Integra (40
Attendees); 3/1/12 “Social Media Networking for the Commercial Practitioner” w/ Mike Barr of Greensboro Regional Realtor Association (45 Attendees); 4/5/12 “Charlotte’s National
Star Power w/ Jeff Edge of Charlotte Chamber of Commerce (30 Attendees); 5/3/12 “Commercial Real Estate Courses” w/ Dr. Dustin Read of UNC-Charlotte (39 Attendees); 6/7/12
“Tax Pitfalls in Commercial Real Estate” w/ Jonathan McLester of Greer and Walker CPA (44 Attendees); 7/12/12 “Update on Charlotte Metro Highways” w/ Barry Moose NCDOT (37
Attendees); 8/2/12 “Effects of the DNC on Charlotte- Short Term and Long Term” w/ Mary Tribble – Executive Director for Hospitality and Events (30 Attendees); 9/13/12 “Avoiding
Rezoning Pitfalls” w/ Keith MacVean –King & Spalding (31 Attendees); 10/30/12 After Hours Networking Event (40 Attendees); 11/1/12 “Commercial Real Estate Legislative Issues”
w/ Cindy Chandler – The Chandler Group (30 Attendees) and 12/6/12 Holiday Networking Event (50 Attendees). Charlotte Networking Events: 4/30/12 After Hours in Conjunction
w/ CI-104 Class (21 Attendees); 7/10/12 After Hours in Conjunction w/ CI-101 Class (18 Attendees); 9/24/12 After Hours in Conjunction with CI-103 Class (23 Attendees) and
10/30/12 After Hours in Conjunction with CI-102 Class and Monthly Meetings (40 Attendees). CI Core Classes: CI Intro 1/19/2012-1/20/2012 11 Attendees, CI 104 4/30/2012/5/3/2012 31 Attendees, CI 101 7/9/2012-7/12/2012 46 Attendees, CI 103 9/24/2012-9/27/2012 6 Attendees, CI 102 10/29/2012-11/1/2012 32 Attendees. Asheville Networking
Events: 1/31/2012 8 Attendees, 2/29/2012 9 Attendees, 4/24/2012 10 Attendees, 5/22/2012 14 Attendees, 6/20/2012 12 Attendees, 8/28/2012 11 Attendees. Triangle Networking
Events: Triangle Networking "Meet the New Candidates" 1/19/2012 21 Attendees, Triangle Networking: "Trends with Title Insurance" w/ Tabatha Cruden 2/15/2012 16 Attendees,
Triangle Networking "Downtown Raleigh Economic Update" 4/18/2012 20 Attendees, Triangle Networking "Hillsborough Street Alliance" 4/26/2012 28 Attendees, Triangle
Networking "Building Showcase" 5/17/2012 29 Attendees, Triangle Networking "Durham Bulls Game " 6/6/2012 52 Attendees, Triangle Networking "LinkedIn Training " w/ Martin
Brossman 7/19/2012 33 Attendees, Triangle Networking "Research Triangle Regional Partnership" w/ Lee Ann Nance 11/15/2012 33 Attendees, Triangle Networking "Triangle
Annual Holiday Networking Social" 12/13/2012 40 Attendees, CI Intro Networking Event 1/19/2012 25 Attendees. Triad Networking Events: Triad Speed Dealmaking 3/28/2012 25
Attendees, Triad CCIM Chapter Lunch and Learn 6/20/2012 57 Attendees, Triad Holiday Social 12/6/2012 23 Attendees.
Please list your 2012 chapter officers below:
President: Steve Rich, CCIM
Vice President & President Elect: Drew Showfety, CCIM
Treasurer: Mark Howe, CCIM
Secretary: Marlene Spritzer, CCIM
Immediate Past President: Jane Doggett, CCIM
Yes
Yes
Yes
Yes
Yes
Yes
Appointed committee chair persons for major
chapter committees
List the committee chair positions and the name of the representatives appointed in 2012: Programs Committee:
Charlotte- Kent Wood, CCIM, Triangle- Beverly Keith, CCIM , Triad- JJ Joubran,, Asheville- Austin Walker, CCIM ,
Wilmington - Pete Fandano, CCIM , Fayetteville - Patrick Murray, CCIM, Forecast Committees: Brian Carr, CCIM ,
Sponsorship & Sponsorship Retention Committee: Marlene Spritzer, CCIM, State Conference Committee: Drew Showfety,
CCIM, Education Committee for CCIM Core Courses: Sam DiFranco, CCIM, Mark Howe, CCIM, Advanced Education,
Designation Education and Free CE Committee: Sam DiFranco, Member Retention and Promotion Committee: Austin
Walker, CCIM, NC-CCIM Insider: Brooke Gibson, CCIM, Legislative Committee: Pete Frandano, CCIM, Community
Involvement Committee: Jane Doggett, CCIM, IT/Website Committee: Carolyn Kellogg, CCIM, Virtual Dealmaking
Committee: Jay Taylor, CCIM
Yes
Established active Chapter Designation Promotion,
Candidate Guidance and Membership Committees
List activities and accomplishments in 2012 of each committee: Designation Promotion: We have a committee that focuses on finding new ways to promote the
designation of both earning your designation as well as promoting the value of what a CCIM is and why hire a CCIM. We ran ads to promote NC-CCIM 2012 Forecast
Events in 3 area Business Journals (Charlotte, Greensboro & Raleigh), and had Successful Market Forecast Events in all 3 markets with over 800 attendees cumulative
in which we strive to promote the CCIM Designation. We partnered with other real estate organizations (CREW, GRRA, CRCBR, TCAR) to brand the CCIM designation
at events in Charlotte, Greensboro and Raleigh. We elevated our Social networking for NC CCIM , Focused strategy for implementation of a significant upgrade to our
website for 2012 to increase the visibility of the designation and what deals our members are doing in the market. We provide 9 scholarships to help people get into
and complete the designation process. Education Committee: works with the designation promotion committee to schedule the education classes and work to drive
attendance to these classes as well as get to know the students and get them involved with the chapter. We Held 5 Networking Sessions in conjunction with each
course. We Implemented 4 Site To Do Business full day training sessions (Wilmington, Charlotte, Greensboro & Raleigh) for our members and Continued our tradition
of Free CE with a commercial focus. Legislative Committee: Attended State Legislative Day (Raleigh), Attended National Legislative Day (Washington, DC), and
ensured that we communicated with membership on any relevant legislative issues at our State Conference (had Cady Thomas- Director of Governmental Affairs with
NCAR speak), Charlotte Monthly Breakfast Meeting (had Cindy Chandler of The Chandler Group speak on local and national issues) and via email and website.
Candidate Guidance: The chapter offered one on one connectivity to chapter members who answered questions about the submittal process and provided positive
support to encourage completion. We provided Chapter recommendations and interaction to get to know these new potential designees. 4 Portfolio workshops
were held. We also have networking gatherings in conjunction with the Core CCIM classes in NC. Membership Services: Our membership services committee made
sure our members were taking advantages of the benefit of their membership, encouraging attendance at our networking programs and events and actively calling on
people to remind them to renew and to gain feedback on what they would like to see from their NC CCIM chapter. The chapter continued a program in the Triangle
where we divided up our membership into regions and then into sections of 10 to 15 members and each committee member was responsible for developing a
relationship with those 10 to 15 members or potential members during the year, reminding them to renew, talking about upcoming events, asking for feedback on
membership and programs etc. Improved our communication via personal outreach/website/email and quarterly CCIM Communicator newsletter, continuing a
weekly digest communicator email edition to help reduce and create more effective emails from NC CCIM. Sponsorship Committee: We have a sponsorship
committee with members from across the state to help secure our annual sponsors as well as local sponsors in the specific region to host networking events. We
raised $56,500 in sponsorship money. Program/Networking committees: across NC we have committees with a committee chair established in Wilmington, Triangle
Area, Triad Area), Charlotte and Asheville markets which put together programs and gatherings for the CCIM’s in their surrounding areas. We have one main Chair
who oversees all the Committee Chairs in each region to help share ideas and continue to grow this Networking and Programming to keep our members active and
engaged. Website Committee: This committee makes sure the content on our website is kept current and informative. In 2011 the committee specifically focused
on researching website upgrades and provided a recommendation of a new website platform and this was presented and voted on in 2012 and was implemented in
2012. Market Forecast Committee: The 3 Market forecast events are our main event and we have a large committee that works on the details of putting these
programs together. We have over 800 attendees cumulative each year. Infrastructure committee: We have an infrastructure committee that reviews anything related
to our bylaws and provides recommendations to the board.
Yes
Prepared an annual chapter budget
Prepared an annual directory of chapter members
¨Provide a copy of the chapter's annual budget for 2012
Provide a copy of the annual directory
Yes
Yes
Arranged for chapter representation at one national Indicate which national meetings or events your chapter attended:
meeting in 2012
x Attended the Mid-Year Business Meetings in Kansas City, MO in April 2012: Steve Rich, CCIM; Mark Howe, CCIM; Eddie
Blanton, CCIM; Joe Larkin, CCIM; Jay Verro, CCIM; Stan Armstrong, CCIM
x Attended the Annual Business Meetings in Las Vegas, NV in October 2012: Steve Rich, CCIM; Drew Showfety, CCIM;
Mark Howe, CCIM; Eddie Blanton, CCIM; Joe Larkin, CCIM; Jay Verro, CCIM; Mike Barr, CAE & Stan Armstrong, CCIM; Heidi
Burgess, CCIM & Gary Hill, CCIM
x Attended Chapter Officer Training in Chicago in August 2012: Drew Showfety, CCIM; Mark Howe, CCIM; Eddie Blanton,
CCIM & Ashley Boykin (staff administrator)
Yes
List Educational Program dates/titles and locations: CI Core Classes: CI Intro 1/19/2012-1/20/2012 11 Attendees, CI 104 4/30/2012/5/3/2012 31 Attendees, CI 101 7/9/2012-7/12/2012 46 Attendees, CI 103 9/24/2012-9/27/2012 6 Attendees, CI 102 10/29/201211/1/2012 32 Attendees. Our Free Commercial CE classes in Greensboro on 2/2/12 (Mandatory Update and Ethics) had 101 attendees
and on 10/4/12 (BICAR and Mandatory) we had 151 attendees. NC-CCIM Commercial Real Estate Market Forecast: 3/7/12 in
Greensboro (238 Paid Registrants), 3/21/12 in Raleigh/Durham/Chapel Hill (268 Paid Registrants), 3/27/12 in Charlotte (298 Paid
Registrants), NC-CCIM State Conference: 10/4/12 – 10/5/12 in Greensboro included Evening Networking Event with Heavy Hors
D’oeuvres at Starmount Country Club, Hot Breakfast, Lunch and Presentations "Risk That Goes Beyond Real Estate" by Buck Moody,
CCIM; "Update on NC Legislative Matters” by Cady Thomas- Director of Governmental Affairs with NCAR; “30 Commercial Real Estate
Apps in 60 Minutes” by Greg Stinton; “Eight Plus Ten Equals Twelve: How the Political Lessons of 2008 Plus those of 2010 Suggest the
Likely Winners of 2012” by John Davis II. Haves & Wants with Raffle for iPAD (83 Attendees for $29/person). STDB Training: Raleigh
STDB Training 8/14/2012 39 Attendees, Wilmington STDB Training 8/15/2012 4 Attendees, Charlotte STDB Training 8/21/2012 24
Attendees, Greensboro STDB Training, 8/22/2012, 17 Attendees. Portfolio Workshops: Charlotte Portfolio Workshop 6/1/2012 3
Attendees, Triangle Portfolio Workshop 6/6/2012 2 Attendees. Triangle Portfolio Workshop 12/5/2012 1 Attendees, Charlotte Portfolio
Workshop 12/7/2012 2 Attendees. Calculator Class: Raleigh 1/5/2012 15 Attendees. Creative Solutions with Kenneth M. Vidar,
S.E.C., CCIM: 5/10/2012 50 Attendees. Charlotte Monthly Educational Breakfast Meetings: 1/5/12 “Financing” w/ Thad Walton of
Regions Bank (41 Attendees); 2/2/12 “Annual Real Estate Recap/Forecast” featuring Fitzhugh Stout from Integra (40 Attendees);
3/1/12 “Social Media Networking for the Commercial Practitioner” w/ Mike Barr of Greensboro Regional Realtor Association (45
Attendees); 4/5/12 “Charlotte’s National Star Power w/ Jeff Edge of Charlotte Chamber of Commerce (30 Attendees); 5/3/12
“Commercial Real Estate Courses” w/ Dr. Dustin Read of UNC-Charlotte (39 Attendees); 6/7/12 “Tax Pitfalls in Commercial Real Estate”
w/ Jonathan McLester of Greer and Walker CPA (44 Attendees); 7/12/12 “Update on Charlotte Metro Highways” w/ Barry Moose
NCDOT (37 Attendees); 8/2/12 “Effects of the DNC on Charlotte- Short Term and Long Term” w/ Mary Tribble – Executive Director for
Hospitality and Events (30 Attendees); 9/13/12 “Avoiding Rezoning Pitfalls” w/ Keith MacVean –King & Spalding (31 Attendees);
10/30/12 After Hours Networking Event (40 Attendees); 11/1/12 “Commercial Real Estate Legislative Issues” w/ Cindy Chandler – The
Chandler Group (30 Attendees). Triangle Monthly Educational Events: Triangle Networking "Meet the New Candidates" 1/19/2012 21
Attendees, Triangle Networking: "Trends with Title Insurance" w/ Tabatha Cruden 2/15/2012 16 Attendees, Triangle Networking
"Downtown Raleigh Economic Update" 4/18/2012 20 Attendees, Triangle Networking "Hillsborough Street Alliance" 4/26/2012 28
Attendees, Triangle Networking "Building Showcase" 5/17/2012 29 Attendees, Triangle Networking "Durham Bulls Game " 6/6/2012
52 Attendees, Triangle Networking "LinkedIn Training " w/ Martin Brossman 7/19/2012 33 Attendees, Triangle Networking "Research
Triangle Regional Partnership" w/ Lee Ann Nance 11/15/2012 33 Attendees
Yes
Offered two educational programs per year
Offered at least one chapter event per year where
the primary purpose is networking
List Networking Program date/location: NC-CCIM State Conference: 10/4/12 – 10/5/12 in Greensboro included Evening Networking Event with
Heavy Hors D’oeuvres at Starmount Country Club, Hot Breakfast, Lunch and Presentations "Risk That Goes Beyond Real Estate" by Buck Moody,
CCIM; "Update on NC Legislative Matters” by Cady Thomas- Director of Governmental Affairs with NCAR; “30 Commercial Real Estate Apps in 60
Minutes” by Greg Stinton; “Eight Plus Ten Equals Twelve: How the Political Lessons of 2008 Plus those of 2010 Suggest the Likely Winners of 2012” by
John Davis II. Haves & Wants with Raffle for iPAD (83 Attendees for $29/person). Joint Networking: Alphabet Soup with Crew Charlotte, IREM, BOMA
1/16/2012 200 Attendees, CREW Charlotte Casino Night 4/19/2012 150 Attendees, FIRST ANNUAL JOINT NC-CCIM AND RCASENC COASTAL
COMMERCIAL EDUCATION AND NETWORKING SUMMIT 8/24/2012 25 Attendees, WNC Monthly CCIM Networking BREAKFAST 8/28/2012 15
Attendees, Triad Commercial Casino Night 9/27/2012 61 Attendees. Charlotte Monthly Networking Breakfast Meetings: 1/5/12 “Financing” w/ Thad
Walton of Regions Bank (41 Attendees); 2/2/12 “Annual Real Estate Recap/Forecast” featuring Fitzhugh Stout from Integra (40 Attendees); 3/1/12
“Social Media Networking for the Commercial Practitioner” w/ Mike Barr of Greensboro Regional Realtor Association (45 Attendees); 4/5/12
“Charlotte’s National Star Power w/ Jeff Edge of Charlotte Chamber of Commerce (30 Attendees); 5/3/12 “Commercial Real Estate Courses” w/ Dr.
Dustin Read of UNC-Charlotte (39 Attendees); 6/7/12 “Tax Pitfalls in Commercial Real Estate” w/ Jonathan McLester of Greer and Walker CPA (44
Attendees); 7/12/12 “Update on Charlotte Metro Highways” w/ Barry Moose NCDOT (37 Attendees); 8/2/12 “Effects of the DNC on Charlotte- Short
Term and Long Term” w/ Mary Tribble – Executive Director for Hospitality and Events (30 Attendees); 9/13/12 “Avoiding Rezoning Pitfalls” w/ Keith
MacVean –King & Spalding (31 Attendees); 10/30/12 After Hours Networking Event (40 Attendees); 11/1/12 “Commercial Real Estate Legislative
Issues” w/ Cindy Chandler – The Chandler Group (30 Attendees) and 12/6/12 Holiday Networking Event (50 Attendees). Charlotte Networking
Events: 4/30/12 After Hours in Conjunction w/ CI-104 Class (21 Attendees); 7/10/12 After Hours in Conjunction w/ CI-101 Class (18 Attendees);
9/24/12 After Hours in Conjunction with CI-103 Class (23 Attendees) and 10/30/12 After Hours in Conjunction with CI-102 Class and Monthly
Meetings (40 Attendees). CI Core Classes: CI Intro 1/19/2012-1/20/2012 11 Attendees, CI 104 4/30/2012-/5/3/2012 31 Attendees, CI 101 7/9/20127/12/2012 46 Attendees, CI 103 9/24/2012-9/27/2012 6 Attendees, CI 102 10/29/2012-11/1/2012 32 Attendees. Asheville Networking Events:
1/31/2012 8 Attendees, 2/29/2012 9 Attendees, 4/24/2012 10 Attendees, 5/22/2012 14 Attendees, 6/20/2012 12 Attendees, 8/28/2012 11
Attendees. Triangle Networking Events: Triangle Networking "Meet the New Candidates" 1/19/2012 21 Attendees, Triangle Networking: "Trends
with Title Insurance" w/ Tabatha Cruden 2/15/2012 16 Attendees, Triangle Networking "Downtown Raleigh Economic Update" 4/18/2012 20
Attendees, Triangle Networking "Hillsborough Street Alliance" 4/26/2012 28 Attendees, Triangle Networking "Building Showcase" 5/17/2012 29
Attendees, Triangle Networking "Durham Bulls Game " 6/6/2012 52 Attendees, Triangle Networking "LinkedIn Training " w/ Martin Brossman
7/19/2012 33 Attendees, Triangle Networking "Research Triangle Regional Partnership" w/ Lee Ann Nance 11/15/2012 33 Attendees, Triangle
Networking "Triangle Annual Holiday Networking Social" 12/13/2012 40 Attendees, CI Intro Networking Event 1/19/2012 25 Attendees. Triad
Networking Events: Triad Speed Dealmaking 3/28/2012 25 Attendees, Triad CCIM Chapter Lunch and Learn 6/20/2012 57 Attendees, Triad Holiday
Social 12/6/2012 23 Attendees
Yes
Participated in Regional Meetings & Activities
Kansas City Mid-Year Business Meeting: Steve Rich, CCIM, Mark Howe, CCIM, Eddie Blanton, CCIM, Joe Larkin, CCIM, Jay
Verro, CCIM, Stan Armstrong, CCIM, Region 9 Dinner Meeting (Kansas City): Steve Rich, CCIM, Mark Howe, CCIM, Eddie
Blanton, CCIM, Chapter Officer Training: Drew Showfety, CCIM, Mark Howe, CCIM, Ashley Boykin, Eddie Blanton, CCIM
(Networking Reception only as 2012 CCIM Member Services Chair)
Las Vegas Fall Conference & Business Meeting: Steve Rich, CCIM, Drew Showfety, CCIM, Mark Howe, CCIM, Eddie
Blanton, CCIM, Joe Larkin, CCIM, Jay Verro, CCIM. Mike Barr, CAE, Stan Armstrong, CCIM, Region 9 Dinner Meeting (Las
Vegas): Steve Rich, CCIM, Drew Showfety, CCIM, Mark Howe, CCIM, Mike Barr, CAE, Region 9 Conference Calls
Yes
Maintained an Active Chapter Executive Committee Please provide a list of the positions and names of the representatives: NC CCIM Chapter 2012 Board of Directors:
and/or Board of Directors
Executive Committee- President: Steve Rich, CCIM (Charlotte), Vice President: Drew Showfety, CCIM (Greensboro),
Treasurer: Mark Howe, CCIM (Raleigh), Secretary: Marlene Spritzer, CCIM (Raleigh), Immediate Past President: Jane
Doggett, CCIM (Raleigh), Board of Directors: Three Year Term Ending 2014:, Brooke Gibson, CCIM (Charlotte) , Pete
Frandano, CCIM (Wilmington), Carolyn Kellogg, CCIM (Charlotte), Jeff Yetter, CCIM (Greensboro), Two Year Director Term
ending 2013: Austin Walker, CCIM (Asheville) , Rob Vaughn, CCIM (Charlotte) , Sam DiFranco, CCIM, SIOR (Raleigh), Brian
Carr, CCIM (Raleigh), One Year Term Ending 2012: Gina Hensley, CCIM (Greensboro), Bob Lewis, CCIM (Burlington),
Richard Mossman, CCIM (Greensboro), Jay Taylor, CCIM (Raleigh), Ex-Officio Board Members: Robin Boylan, CCIM
(Asheville), Skip Hill, CCIM (Raleigh) John Daniel, CCIM (Sanford), Garth Dunklin, CCIM (Charlotte), Bob Lewis, CCIM
(Burlington), Arthur Samet, CCIM (Greensboro), H.P. “Smitty” Smith, CCIM (Charlotte), Phil Warlick, CCIM (Raleigh),
Dodson Schenck, CCIM (Greensboro), Diane Carter, CCIM (Charlotte), Chris Ramm, CCIM (Winston-Salem), Gary Lyons,
CCIM (Raleigh), Eddie Blanton, CCIM (Charlotte)
Yes
2012 CCIM President's Cup Submission - Optional
Best Practices
Membership - 30% of overall score
Performed recruitment/retention activities
Completed Activity
(Yes/No)
Including mailings, e-mails and telemarketing. Describe activities: The NC-CCIM Chapter President spoke to students
attending the four CCIM Core classes held in North Carolina about the many benefits of CCIM and being a member of the
NC-CCIM Chapter. The students were also treated to a Networking Event with other Chapter members that included free
drinks and heavy hors d' oeuvres. At our three Market Forecast, the Chapter President was able to speak to over 800
people about CCIM and the benefits of being a NC-CCIM Chapter member. In Wilmington, NC the NC-CCIM Chapter
partnered with the Wilmington Regional Assocation of Realtors (RCASENC) on a local event educational and networking
event. One of our Board Members attended and spoke about CCIM and the NC-CCIM Chapter. In the Triangle area
(Raleigh, Durham and Chapel Hill) of our state, they continue to divide the area into sections of 10 to 15 members with a
local committee member (Triangle Monthly Meeting Committee) responsible for developing a
relationship/communication with those 10 to 15 members or potential members during the year, reminding them to
renew, talking about upcoming events, asking for feedback on membership and programs etc. This resulted in increased
particpation from our chapter. Sponsored numberous joint networking events across the state (CRCBR, CREW, RCASENC,
Sent press releases to local media contacts
Our Chapter sent press releases regarding new Designees, on winning the 2011 President's Cup (Tier 1), on our Market
regarding recruitment/retention/networking events Forecast, for the newly elected Board of Directors.
Yes
Conducted chapter membership survey
The NC-CCIM Chapter conducted membership surveys in conjunction with our Free CE Day, three Market Forecasts and
NC-CCIM State Gathering. Our surveys also addressed Networking and Programs.
Our Chapter sent out press releases regarding new Designees and we recognized some of our members business and
personal achievements in our Quarterly Newsletter and on our website.
Yes
Designation Promo
Chapter or its officers appeared in print as a result of media efforts. List the publications. The Triad Business Journal
(March 2012 Issue), Charlotte Business Journal (March 2012 Issue), Triangle Business Journal (March 2012 Issue)
Yes
Designation Promo
Participated in local events/tradeshows. List the events/tradeshows. Alphabet Soup Networking Event in Charlotte with
several commercial real estate organizations (CCIM, CREW, IREM, CRCBR, SIOR) Triangle Commercial Joint Networking
Event with GRRA, NC-CCIM Joint Commercial Networking Event TCAR and in Wilmington with RCASENC.
Yes
Designation Promo
Created new initiatives in 2012 to support Designation promotion. Describe the initiatives. We established a new
endowed CI-102 Scholarship (Robert Lewis Scholarship) with the CCIM Foundation in an effort to assist more people in
taking the CI-101 class so they can see first hand the benefits of a CCIM education and networking power. We teamed up
with two of our Region 9 Chapters (South Carolina and Gerogia) in promoting CCIM by obtaining a booth at the NC & SC
NAR Conference in Savannah, GA. The NC-CCIM Chapter also sponsored our first student (provided a scholarship with a 5
year commitment) to UNC-Charlotte's Masters of Real Estate Program.
Yes
New Chapter Members/Candidates
Provided new members with information on the benefits of the chapter. In 2012 we created a Committees Descriptions
page for our website so our new members can not only view the different committees but also see how easy it is to get
involved. In the three largest cities in NC (Charlotte, Raleigh & Greensboro) we asked three new members (CCIM
Designees for less than 2 years) to lead our Community Caring in Motion campaign in thoses markets.
Yes
Designation Promo
Yes
Yes
Communicated on a monthly basis with candidates to assist them with designation process. At our monthly meetings in
Charlotte and Raleigh we provide everyone, including candidates, with a list of upcoming events (both national and
Chapter) and the leadership with the NC-CCIM Chapter. Our Chapter sends out a weekly newsletter to all NC-CCIM
members which includes candidate members and, upon request, we will provide one-on-one mentoring for a candidate
with a local Board Member.
Scheduled portfolio workshops: Charlotte – 6/01/12 (3 Attendees); Triangle – 6/06/12 (2 Attendees); Charlotte – 12/07/
12 (2 Attendees); Triangle – 12/05/12 (1 Attendee)
Yes
Created study sessions for candidates. Study sessions were held in conjunction with four portfolio workshops and our
chapter offers one on one mentoring, if requested.
Yes
Appointed a chapter representative to assist with portfolio recommendation process. Our chapter appointed a Board
Member in five cities (Steve Rich- Charlotte; Drew Showfety- Greensboro; Mark Howe- Raleigh; Austin Walker- Asheville
and Pete Frandano- Wilmington) to assist with the portfolio recommendation process.
Yes
Yes
Best Practices
Events & Programming - 30% of overall score
Events
Held recruitment/retention/networking events. Please provide examples. For students attending the four CORE CCIM
classes in Charlotte, our Chapter President made a presentation regarding the many benefits of Chapter membership and
the students were invited to attend a Networking event with other Chapter members. Our President also made a
presentation at our three Market Forecast (attended by over 800 people) about CCIM and the many benefits to being a
Chapter member. Twice a year the NC-CCIM Chapter holds a Free CE Day which provides our members with the annual
mandatory update class, BICAR class and the required annual elective class. All of the classes are commercial in content
(not residential) and all are included with your $95/year dues. We are constantly reminding our current members and
new members of these classes because you cannot take two of the classes anywhere in the state for less than $95. We
have over 40 networking events a year throughout the year (Monthly Meetings, Forecast, State Conference, CE Classes,
STDB Classes, Holiday & After Hours Events).
Yes
Events
Held a chapter meeting at least every other month: Board of Directors Meetings (Greensboro) 2/3/12; 5/4/12; 9/6/12;
Board Retreat 11/1/12 - 11/2/12; General Meeting w/ Free CE Day 11/4/12; Monthly Meetings in Charlotte 1/5/12,
2/2/12, 3/1/12, 4/5/12, 5/3/12, 6/7/12, 7/12/12, 8/2/12, 9/13/12, 10/30/12, 11/1/12, 12/6/12; Triangle Monthly
Meetings 1/19/2012, 2/15/2012, 4/18/2012, 4/26/2012, 5/17/2012, 6/6/2012, 7/19/2012, 11/15/2012, 12/13/2012;
Greensboro Meetings 3/28/2012, 6/20/2012, 12/6/2012; Asheville Meetings 1/31/2012, 2/29/2012, 4/24/2012,
5/22/2012, 6/20/, 8/28/2012; Wilmington Meetings 8/24/2012
Yes
Events
Held a training for CCIM Tech: (4 Courses) Raleigh – August 14, 2012 (39 Attendees); Wilmington August 15, 2012 (4
Attendees); Charlotte– August 21, 2012 (24 Attendees); Greensboro – August 22, 2012 (17 Attendees)
Yes
Events
Participated in community service programming. Please provide examples. Held canned food/money drive and
volunteered at local food banks throughout North Carolina in conjunction with the Community Caring in Motion event.
We raised over $5,000 for local food banks and had over 95 hours of combined volunteer time from our members.
Yes
Programming
Managed a chapter mentor program. Please describe. At our monthly meetings in Charlotte and Raleigh we provide
everyone, including candidates, with a list of upcoming events (both national and Chapter) and the leadership with the NCCCIM Chapter. Our Chapter sends out a weekly newsletter to all NC-CCIM members which includes candidate members
and, upon request, we will provide one-on-one mentoring for a candidate with a local Board Member.
Yes
Programming
Supported the cultural diversity program. Please provide examples of how the Chapter did this. Our NC-CCIM Chapter
President activily recruited minority Candidates and Designees to become regular attendees at the Charlotte Monthly
Meetings and he appointed a minority Designee to Chair the Community Caring in Motion campaign for the Charlotte
Region.
Because of the relationship the NC-CCIM Chapter has created with the UNC-Charlotte Belk School of Business Master of
Real Estate Program in Charlotte (our Chapter committed to provide one scholarship for 5 years) our Chapter has been
exposed to all of the students in the program. Several students have attended one of our Monthly Meetings and After
Hours Networking Events. One of the students even volunteered their time with our Community Caring in Motion event
in Charlotte.
Yes
Coordinated activities to support recruiting young
members
Completed Activity
(Yes/No)
Yes
Collaborated with other industry association on
joint events & programs
Please describe activities. Alphabet Soup Networking Event in Charlotte with several commercial real estate organizations
(CCIM, CREW, IREM, CRCBR, SIOR) Triangle Commercial Joint Networking Event with GRRA, NC-CCIM Joint Commercial
Networking Event TICAR and in Wilmington with RCASENC.
Yes
Collaborated with other CCIM chapters for joint
events/programs.
The NC-CCIM Chapter joined the South Carolina and Georgia chapters in paying for a booth at the NC & SC NAR
Conference in Savannah, GA for the purpose of promoting CCIM and our chapters. Several Chapter Members (Steve Rich,
Mark Howe, Eddie Blanton) attended Region 9 Dinner Meeting at the Mid-Year Meeting in Kansas City and in Las Vegas
(Steve Rich, Mark Howe, Drew Showfety); At Officer Training in Chicago several members (Drew Showfety, Mark Howe,
Eddie Blanton and Ashley Boykin- Administrator) joined Region 9 members at a dinner event. Our Chapter also
participated in all of the Region 9 Conference Calls.
Yes
Advertised in local print media about events and
programming
Provide examples if possible: Advertised our annual NC-CCIM Commercial Market Real Estate Forecasts in each respective
Business Journal (Triad, Charlotte, Triangle).
Yes
Best Practices
Other (Legislative Affairs, Licensed Courses, etc) - 30% of overall score
General Chapter Governance
Held four or more Chapter Board of Director meetings: Yes- 2/3/12; 5/4/12; 9/6/12; 10/4/12 & 11/1/12 - 11/2/12
Yes
Committees submitted business plans for implementing chapter projects. Committee busienss plans submitted at out
annual board retreat.
Yes
Established chapter goals. Chapter goals put together at annual board retreat.
Yes
Volunteer recognition
Would include things such as an awards program/mention in chapter communications, etc. Committee Member of the
Year Award, President's Award, President's Cup & Community Caring in Motion were all mentioned in one of our Quarterly
Communicators.
Yes
Chapter member participation with national
committees
Eddie Blanton: Member Services Committee-2012 Chair (Oversaw MS Committee & MS Task Forces; also oversaw
Chapter Activities Subcommittee, Regional Activities Subcommittee, Legislative Activities Subcommittee & Networking
Advisory Board as part of my Chair position), Fall 2012 Conference Planning Committee (assisted in developing the
program, invited speakers, moderated session, etc.), CCIM TECH BOD – 2012 Secretary & Treasurer, Jay W. Levine
Leadership Development Academy – 2012 Mentor to Ricardo Rubiano, CCIM. Joe Larkin: 2012 Chair of Chapter Activities
Subcommittee. Jay Verro: 2012 CCIM Board of Directors Member At Large
Yes
Licensed Courses
Provided incentives to drive course attendance. 7 Chapter NESP Funded Scholarships and 2 CCIM Foundation
Scholarships were provided in 2012. One NESP Scholarship/Bob Lewis for $12,500 approved in 2012 with CCIM
Foundation.
Yes
Licensed Courses
Course marketing: Emails, mailings, telemarketing, and post cards were sent to prospective students. Classes were also
promoted at the Monthly Meetings and Market Forecast.
Yes
Licensed Courses
Took opportunity to promote the chapter at courses. The NC-CCIM Chapter President spoke to students attending the
four CCIM Licensed Courses held in Charlotte about the many benefits of CCIM and being a member of the NC-CCIM
Chapter.
Yes
Completed Activity
(Yes/No)
Licensed Courses
Course agreement & course info sheets to Institute by 11/02/12
Yes
Metrics
Created metrics to help assess the success of membership/course/event marketing campaigns
Yes
Sponsorship Activity
Please describe activities. Triangle Commercial Joint Networking Event, NC-CCIM Joint Commercial Networking Triad
Event, Wilmington RCA Meeting
Yes
Sponsorship Activity
Actively pursued sponsors for events & other chapter activities. Raised $56,500 in Sponsorship revenue in 2012.
Yes
Legislative Activity
Involved in local & state legislative activity. Our chapter supports a Legislative Liason and Legislative Committee. Our
Chapter's Legislative Liason attended the Capitol Hill visit (with IREM) and NC State Legislative Day.
Yes
At least one chapter member participated in the Capitol Hill visit day in 2012 and the chapter plans to send at least one
person in 2013. Peter Frandano, CCIM - Legislative Committie Chair attended the 2012 Capitol Hill visit and Pete will also
be attending in 2013.
Yes
Provided legislative updates to chapter members provided by the public policy page on ccim.com. Emailed blasts and
website links are provided to membership with legislative updates.
Yes
Administrative
10% of overall score
Completed Activity
(Yes/No)
Assisted with regional process of course scheduling Chapter Leaders (Eddie Blanton, CCIM, Mark Howe, CCIM, Sam Di Franco, CCIM, Joe Larkin, CCIM) participated with
Region 9 Chapter leaders to plan course schedule.
Yes
Has an active scholarship program
2012 Start to the Pin: Sam DiFranco, Jr. – Cresa Partners; 2012 Push for the Pin: Kathy Anderson – First Point Associates;
CI 101 Named Endowed Scholarship - Michael J. Barr: Robert Wilkinson Speir, Jr. – Colliers International & Bryan Teck
Cheng Tan; CI 102 Named Endowed Scholarship - Tony Rickard: Roderick Gee – TSR Commercial; CI 104 Named
Endowed Scholarship- John Daniel: James Patrick Guin, III – Tripp Commercial & Roderick Gee – TSR Commercial; NCCCIM Education Scholarship: James Patrick Guin, III – Tripp Commercial & Steve Mitchener – Lat Purser & Associates, Inc.
Yes
General Chapter Information
Chapter Bylaws currently on file with the Institute
Yes
Quarterly member information updates with the Institute
Yes
Submitted annual report and President's Cup submission
Yes
Submitted a list of 2013 chapter officers and contacts to the Institute by December 14, 2012
Yes
Generated meeting minutes
Yes
Annual report sent to state to maintain incorporation status
Yes
Chapter Administrator maintained chapter member records
Yes
Informational
Established an annual schedule of meetings & events and communicated to members
Yes
Informational
Maintained an active chapter newsletter. We have a Quarterly Newsletter called the Communicator.
Yes
Informational
Developed or updated chapter membership brochure and/or application
Yes
Informational
Chapter meeting notices sent to all chapter members
Yes
Website
Maintained an active chapter website
Yes
Website
Posted chapter events to website
Yes
Website
Promoted sponsors on chapter website
Yes
Chapter Governance
Held officer elections
Yes
Chapter Governance
Chapter officer job descriptions exist
Yes
Chapter Governance
Held a chapter officer training/orientation/planning retreat: Two day retreat on November 1-2, 2012 and sent three
people to Chicago for Officer Training.
Yes
Chapter Governance
Held a chapter officer installation
Yes
Chapter Governance
Committee planning included written description of committee roles & responsibilities
Yes
Chapter Governance
Communicated roles of committee members through and orientation or retreat
Yes
Chapter Governance
Succession plan is in place
Yes
Chapter Governance
Developed a chapter strategic plan
Yes
Chapter Governance
Defined roles for chapter administrator
Yes
Chapter Governance
Appointed a contact to be legislative liaison: Pete Frandano, CCIM (Board Member)
Yes
Financial & Tax reporting
Completed 2011 tax returns and submitted a copy to the Institute
Yes
Maintained accurate financial records
Yes
Provided financial reports at chapter board meetings
Yes
Maintains a current sponsor prospective to sent to
potential sponsors
Maintains a current sponsor prospective to sent to potential sponsors
Yes
Education Foundation Scholarships
Created or maintained a named endowment scholarship through the chapter. Created the Robert Lewis CI 101 Endowed
Scholarship in 2012 with Education Foundation.
Our Chapter also awarded CI 101 Named Endowed Scholarship - Michael J. Barr, CAE, RCE: Robert Wilkinson Speir, Jr. –
Colliers International, Bryan Teck Cheng Tan, CI 102 Named Endowed Scholarship - Tony Rickard, ALC, CCIM: Roderick
Gee – TSR Commercial, LLC, CI 104 Named Endowed Scholarship- John Daniel: James Patrick Guin, III – Tripp
Commercial, Roderick Gee – TSR Commercial, LLC: NC-CCIM Education Scholarship: James Patrick Guin, III – Tripp
Commercial, Steve Mitchener – Lat Purser & Associates, Inc. Created the CI-103 Named Endowed Scholarship- Eddie
Blanton in 2011
Yes
Awarded CI101 course scholarships provided by Education Foundation: (1) Sam DiFranco, Jr. – Cresa Partners
Yes
Awarded the "Life After the Pin" scholarships provided by the Education Foundation (1) Kathy Anderson – First Point
Associates, LLC.
Yes
Assigned a chapter scholarship contact within the
chatper for Institute communication
Chapter Coordinator: Ashley Boykin
Yes
Strategic Planning
Required - (Because this is a new category, no points are allocated for this category for the 2012 submissions.)
Stategic Plan
Strategic Plan
Stategic Plan
Stategic Plan
Retreat Strategic Plan Submitted
If Chapter does not yet have a strategic plan, has begun the process to create one. See Above.
Chapter Leadership held strategic planning sessions in 2012 - November 1-2, 2012
Chapter leadership has shared strategic plan with general membership. Discussed at Regional Events and membership is
surveyed every year about improving chapter events and offerings.
Chapter attended 2013 Chapter Officer Training held in Chicago, August 2012: Drew Showfety, CCIM, Mark Howe, CCIM,
Ashley Boykin
Strategic Plan
Completed Activity
(Yes/No)
Yes
Yes
Yes
Yes
Yes
NC CCIM Chapter
2012 Proposed Budget
version - 10.26.2011
2005 Accual
2006 Actual
2007 Actual
2008 Actual
2009 Actual
2010 Actual
2011 YTD
2011 Budget
2012 Budget
Budget Variance
Income
Dues
40,815.00
41,752.00
45,729.00
41,891.00
58,044.25
47,283.00
46,614.00
47,025.00
47,025.00
-
0%
550 memb @ $95 - 10% = 584
Education
CCIM CORE COURSES
CI 101 Course
26,961.00
29,246.00
50,985.00
38,272.00
28,786.63
18,201.85
13,490.06
16,500.00
13,000.00
(3,500.00)
-21%
CI 102 Course
25,621.00
19,392.00
28,330.00
29,191.00
17,472.11
8,000.00
11,203.64
16,500.00
13,000.00
(3,500.00)
-21%
CI 103 Course
19,370.00
25,132.00
27,404.00
34,724.00
12,081.63
12,200.65
12,304.20
12,000.00
13,000.00
1,000.00
CI 104 Course
18,396.00
26,240.00
29,114.00
21,465.00
13,651.59
15,785.04
8,000.00
13,000.00
13,000.00
-
CI Intro
21,209.00
22,622.00
22,516.00
19,268.00
7,506.60
13,174.10
4,252.92
5,000.00
5,000.00
-
111,557.00
122,632.00
158,349.00
142,920.00
79,498.56
67,361.64
49,250.82
63,000.00
57,000.00
(6,000.00)
-10%
0.00
400.00
0.00
0.00
0.00
0.00
0.00
620.00
805.00
535.00
9,055.00
1,445.00
1,375.00
980.00
1,500.00
1,000.00
(500.00)
-33%
Total CCIM CORE COURSES
Chapter Rebates
Continuing Education
Education - Other
8%
0%
0%
0.00
1,000.00
1,660.00
2,038.00
3,100.00
7,105.00
5,225.00
3,000.00
7,500.00
4,500.00
112,177.00
124,837.00
160,544.00
154,013.00
84,043.56
75,841.64
55,455.82
67,500.00
65,500.00
(2,000.00)
Charlotte Forecast
7,200.00
9,990.00
11,515.00
11,545.00
12,155.00
11,190.00
12,195.00
12,000.00
12,000.00
Forecast Sponsor
26,250.00
62,000.00
24,000.00
56,250.00
16,750.00
46,875.00
30,333.34
30,000.00
50,000.00
Triad Forecast
10,597.39
13,060.00
19,406.02
13,455.00
14,780.00
12,165.00
11,035.00
12,500.00
12,000.00
(500.00)
9,320.00
6,910.00
8,900.00
12,295.00
10,005.00
11,080.00
12,055.00
12,000.00
12,000.00
-
53,367.39
91,960.00
63,821.02
93,545.00
53,690.00
81,310.00
65,618.34
66,500.00
86,000.00
6,404.83
3,455.00
2,455.00
5,840.00
6,540.00
4,240.00
1,025.00
5,000.00
5,000.00
-
0%
6,404.83
3,455.00
2,455.00
5,840.00
6,540.00
4,240.00
1,025.00
5,000.00
5,000.00
-
0%
99,385.00
60,230.00
85,550.00
66,643.34
71,500.00
91,000.00
Total Education
150%
-3%
Meeting Income
Forecast Meetings
Triangle Forecast
Total Forecast Meetings
20,000.00
19,500.00
0%
67%
-4%
0%
29%
State Conference
Conference Income
Total State Conference
Total Meeting Income
#REF!
#REF!
#REF!
19,500.00
27%
Miscellaneous Income
Bank Income
Interest Income
Total Bank Income
Miscellaneous Income - Other
772.65
1,224.24
1,602.02
6,880.05
2,110.35
192.83
45.75
1,500.00
200.00
(1,300.00)
-87%
772.65
1,224.24
1,602.02
6,880.05
2,110.35
192.83
45.75
1,500.00
200.00
(1,300.00)
-87%
7,577.20
30.36
0.00
25.00
1,288.00
605.00
0.00
500.00
500.00
Page 1 of 5
0%
NC CCIM Chapter
version - 10.26.2011
2005 Accual
Total Miscellaneous Income
8,349.85
2006 Actual
1,254.60
2007 Actual
1,602.02
Sponsorships
Total Income
#REF!
#REF!
#REF!
2008 Actual
2009 Actual
2010 Actual
2011 YTD
2011 Budget
6,905.05
3,398.35
797.83
45.75
500.00
250.00
500.00
1,000.00
302,694.05
205,966.16
209,972.47
2012 Budget
500.00
500.00
169,758.91
188,025.00
204,225.00
Budget Variance
-
16,200.00
0%
9%
Expense
Administrative
Accounting
1,132.50
907.50
905.00
992.50
1,006.25
898.00
901.25
1,000.00
1,000.00
301.56
529.43
808.50
1,497.58
1,667.21
516.37
384.85
1,000.00
500.00
Gifts-Administrators
58.85
7,606.96
6,516.41
7,548.05
605.96
227.44
0.00
1,500.00
1,500.00
Insurance Expense
356.00
356.00
356.00
275.00
275.00
275.00
375.00
300.00
400.00
163.00
77.75
0.00
69.00
100.00
100.00
20,450.00
21,630.00
22,132.50
25,000.00
25,000.00
25,750.00
19,875.00
26,500.00
27,300.00
323.00
862.75
456.45
717.32
832.45
419.65
433.91
1,000.00
500.00
(500.00)
-50%
34.00
966.87
0.00
0.00
404.00
682.15
891.73
848.39
2,160.32
928.32
187.31
800.00
400.00
(400.00)
-50%
1,632.93
2,006.05
1,732.39
2,025.00
1,577.32
943.75
279.97
1,600.00
1,600.00
42.65
41.44
193.55
0.00
768.53
1,661.84
80.99
750.00
100.00
(650.00)
-87%
-3%
Copying Charges
Legal Expenses
Management Fees
Mileage
Office Equipment
Office Supplies
Postage
Telephone
Administrative - Other
(500.00)
-
0%
100.00
33%
800.00
-
4,700.00
50.36
0.79
0.00
0.00
0.00
0.00
Total Administrative
29,401.49
34,672.64
33,993.32
39,100.84
34,937.66
31,620.37
22,587.28
34,550.00
33,400.00
(1,150.00)
Advertising Expense
9,691.00
8,717.00
9,218.00
11,817.39
12,254.65
911.61
510.00
1,000.00
3,500.00
2,500.00
490.40
597.57
714.64
580.72
830.23
798.90
0.00
850.00
850.00
0.00
0.00
Credit Card Machine Fee
1,249.20
2,061.61
1,755.55
1,951.48
1,776.30
2,116.88
1,905.93
2,000.00
Banking Expense - Other
0.00
143.81
51.53
-0.80
55.74
121.49
1,249.20
2,205.42
1,807.08
1,951.48
1,775.50
2,172.62
2,027.42
Awards
0%
-50%
3%
0%
250%
-
0%
2,000.00
-
0%
2,000.00
2,000.00
-
0%
Banking Expense
National Fee - dues processing
Total Banking Expense
CCIM Core Courses
CI 101
Instructor
15,871.00
18,406.00
31,759.00
19,717.00
17,949.00
10,000.00
9,057.00
10,000.00
7,000.00
Other
4,029.56
3,046.81
4,944.25
4,963.36
10,033.77
1,793.32
722.88
1,500.00
1,500.00
-
0%
Space
2,000.00
1,200.00
5,681.25
1,250.00
3,000.00
0.00
1,000.00
1,000.00
1,000.00
-
0%
21,900.56
22,652.81
42,384.50
25,930.36
30,982.77
11,793.32
10,779.88
12,500.00
9,500.00
Total CI 101
(3,000.00)
(3,000.00)
Page 2 of 5
-30%
-24%
NC CCIM Chapter
version - 10.26.2011
2005 Accual
2006 Actual
2007 Actual
2008 Actual
2009 Actual
2010 Actual
2011 YTD
2011 Budget
2012 Budget
Budget Variance
CI 102
Instructor
15,884.65
14,027.00
19,008.00
19,363.00
12,094.00
10,000.00
10,000.00
10,000.00
8,000.00
Other
2,576.29
2,200.25
1,680.45
5,869.60
1,692.88
995.71
340.60
1,500.00
1,500.00
-
0%
Space
2,198.00
2,500.00
1,973.13
2,583.35
1,250.00
0.00
2,250.00
1,000.00
1,000.00
-
0%
20,658.94
18,727.25
22,661.58
27,815.95
15,036.88
10,995.71
12,590.60
12,500.00
10,500.00
(2,000.00)
-16%
(2,000.00)
-20%
Total CI 102
(2,000.00)
-20%
CI 103
Instructor
14,214.00
18,076.00
19,008.00
19,674.00
10,000.00
10,000.00
7,500.00
10,000.00
8,000.00
Other
3,572.88
2,110.89
2,064.25
8,576.61
2,484.60
1,413.71
2,310.72
1,500.00
1,500.00
Space
1,881.25
4,008.00
2,500.00
800.00
960.75
1,000.00
350.00
0.00
1,000.00
1,000.00
19,668.13
24,194.89
23,572.25
29,050.61
13,445.35
12,413.71
10,160.72
11,500.00
10,500.00
(1,000.00)
-9%
(3,000.00)
-30%
Total CI 103
-
0%
#DIV/0!
CI 104
Instructor
13,553.00
18,406.00
19,050.00
15,026.00
11,500.00
10,000.00
8,500.00
10,000.00
7,000.00
Other
1,944.55
1,514.96
1,215.96
4,638.45
1,206.50
1,249.98
659.81
1,500.00
1,500.00
-
0%
Space
802.50
0.00
1,250.00
1,250.00
1,052.70
1,000.00
0.00
1,000.00
1,000.00
-
0%
16,300.05
19,920.96
21,515.96
20,914.45
13,759.20
12,249.98
9,159.81
12,500.00
9,500.00
Instructor
6,000.00
7,000.00
8,000.00
8,000.00
5,680.00
8,000.00
8,000.00
4,000.00
4,000.00
-
Other
1,938.06
3,337.72
2,612.39
2,238.19
1,342.16
1,802.91
907.60
1,000.00
1,000.00
-
Space
1,002.00
1,120.34
500.00
1,000.00
250.00
250.00
740.00
0.00
0.00
-
8,940.06
11,458.06
11,112.39
11,238.19
7,272.16
10,052.91
9,647.60
5,000.00
5,000.00
-
87,467.74
96,953.97
121,246.68
114,949.56
80,496.36
57,505.63
52,338.61
54,000.00
45,000.00
5,000.00
2,241.65
2,500.00
25,500.00
3,988.00
0.00
500.00
5,000.00
5,000.00
590.00
0.00
1,234.01
2,139.62
2,855.13
1,620.00
0.00
2,000.00
7,500.00
Total CI 104
(3,000.00)
-24%
CI Intro
Total CI Intro
Total CCIM Core Courses
Contributions
0%
0%
#DIV/0!
(9,000.00)
-
0%
-17%
0%
Education Expense
Continuing Ed.
5,500.00
275%
Lic. Del. Costs
Facility Costs
176.00
250.00
500.00
250.00
250.00
500.00
250.00
500.00
500.00
-
0%
Instructors
1,589.91
1,855.91
2,605.91
3,750.00
4,000.00
4,000.00
2,000.00
4,000.00
4,000.00
-
0%
Other Ed. Costs
2,293.59
3,823.48
6,234.43
4,592.95
5,995.05
4,211.84
3,684.84
5,000.00
5,000.00
-
0%
200.00
1,730.00
300.00
850.00
3,970.00
4,010.00
1,640.00
4,000.00
4,000.00
-
4,849.50
7,659.39
10,874.35
11,582.57
17,070.18
14,341.84
7,574.84
15,500.00
21,000.00
NCREC Fee
Total Lic. Del. Costs
5,500.00
Page 3 of 5
0%
35%
NC CCIM Chapter
version - 10.26.2011
2005 Accual
Misc. Admin
2006 Actual
2007 Actual
2008 Actual
2009 Actual
2010 Actual
2011 YTD
2011 Budget
2012 Budget
366.12
0.00
0.00
11.48
55.00
0.00
0.00
1,000.00
1,000.00
Resume Writing Workshop
0.00
80.63
367.49
0.00
0.00
31.46
0.00
200.00
200.00
Education Expense - Other
0.00
49.00
0.00
9,189.46
3,551.54
2,141.62
3,828.32
4,000.00
4,000.00
5,215.62
7,789.02
11,241.84
20,783.51
20,676.72
16,514.92
11,403.16
20,700.00
26,200.00
600.00
0.00
0.00
0.00
0.00
15,000.00
0.00
600.00
600.00
5.00
5.00
0.00
25.00
0.00
13.00
0.00
0.00
0.00
5.00
5.00
0.00
25.00
0.00
13.00
0.00
600.00
600.00
Total Education Expense
Foundation Trns
Budget Variance
-
5,500.00
-
0%
27%
0%
L&P Fees
Legal Expense
Total L&P Fees
Meeting Expense
Forecast Meetings
Charlotte Forecast
8,208.93
9,248.24
8,538.16
9,490.81
9,343.02
11,939.64
13,164.43
12,000.00
12,000.00
15,917.94
20,278.85
23,417.65
20,463.40
9,913.36
9,095.93
10,545.39
9,000.00
11,000.00
2,000.00
22%
6,895.30
5,741.71
7,268.78
8,292.47
9,227.30
8,232.24
12,660.44
9,000.00
12,500.00
3,500.00
39%
31,022.17
35,268.80
39,224.59
38,246.68
28,483.68
29,267.81
36,370.26
30,000.00
35,500.00
5,500.00
18%
National Meetings Expense
5,560.27
6,673.82
9,992.44
20,321.02
9,697.63
10,994.17
4,335.25
10,000.00
11,000.00
1,000.00
Regional Meetings Expense
0.00
306.41
63.70
456.36
704.13
35.69
Triad Forecast
Triangle Forecast
Total Forecast Meetings
1,000.00
(400.00)
Charlotte
-399.00
200.00
Triad
-302.61
200.00
521.37
200.00
Triangle
Asheville
0.00
Leadership Retreat
0.00
2,482.00
5,608.25
0.00
3,800.00
3,800.00
-
17,780.62
10,344.37
19,722.40
27,799.98
6,909.01
9,714.20
1,690.70
7,500.00
7,500.00
54,363.06
52,593.40
69,003.13
86,824.04
48,276.45
55,620.12
42,215.97
52,300.00
59,400.00
32,500.00
0.00
3,000.00
4,000.00
Returned Check
7,100.00
0%
0%
14%
95.00
Taxes
Scholarships
10%
-40%
500.00
Other
Total Meeting Expense
0%
500.00
Wilmington
State Meetings Expense
-
7.22
0.00
0.00
2,500.00
5,000.00
0.00
Red Book Expenses
1,168.23
1,773.04
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Web Page/Other
3,000.00
3,095.00
3,000.00
3,000.00
3,250.00
3,250.00
4,198.00
3,250.00
7,250.00
Publications
4,000.00
Page 4 of 5
123%
NC CCIM Chapter
version - 10.26.2011
2005 Accual
Total Publications
Total Expense
2006 Actual
2007 Actual
2008 Actual
2009 Actual
2010 Actual
2011 YTD
2011 Budget
2012 Budget
Budget Variance
4,168.23
4,868.04
3,000.00
3,000.00
3,250.00
3,250.00
4,198.00
3,250.00
7,250.00
4,000.00
123%
197,651.74
210,643.71
255,224.69
309,627.54
238,985.57
183,407.17
135,787.66
177,250.00
187,200.00
9,950.00
6%
-6,933.49
-33,019.41
26,565.30
33,971.25
10,775.00
17,025.00
6,250.00
58%
#REF!
#REF!
#REF!
Page 5 of 5
NC-CCIM Membership Description
Designee
Designee
Designee
Designee
CCIM with 25 Years
Designee
Candidate
Designee
Designee
Affiliate
Candidate
Designee
Designee
Designee
Affiliate
Designee
Candidate
Designee
Designee
Designee
Designee
Designee
Designee
Designee
Designee
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Candidate
Candidate
Candidate
Designee
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Affiliate
Affiliate
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Affiliate
CCIM With 25 Years
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CCIM With 25 Years
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CCIM With 25 Years
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Candidate
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Affiliate
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CCIM With 25 Years/Sponsor
Designee
Candidate
CCIM With 25 Years
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Candidate
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Affiliate
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Candidate
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Affiliate
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Candidate
Candidate
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Designee
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Candidate
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Candidate
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CCIM With 25 Years
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Staff
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CCIM With 25 Years
Designee
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Candidate
Candidate
Affiliate
Designee
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Designee
Designee
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Candidate
Candidate
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CCIM With 25 Years
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Candidate
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CCIM With 25 Years
Designee
Affiliate
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Candidate
Designee
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Affiliate
Designee
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Designee
Designee
Affiliate
Designee
CCIM With 25 Years
Designee
Designee
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Designee
Affiliate
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Designee
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Candidate
Designee
Candidate
Affiliate
Designee
Candidate
Candidate
Designee
Affiliate
Affiliate
Designee
Designee
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Designee
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Designee
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Designee
Affiliate
Candidate
Candidate
Staff
Designee
Affiliate
Designee
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Affiliate
Affiliate
Designee
Designee
Candidate
Designee
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Affiliate
Designee
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Designee
Designee
Designee
P.E., Broker, MS
Affiliate
Designee
Designee
Designee
Affiliate
Designee
Candidate
Designee
Affiliate
Affiliate
Designee
Designee
Affiliate
First Name
Alan
Alan
Andy
Andy
Banks
Barry
Barry
William (Bill)
S.
Brantley
Bruce
Bruce
Bruce
Bryan
Carl
B.
Charles
Chase
Chris
Charles
Chris
Christopher
Christopher
Cindy
Cynthia
Clifford
Connie
Bill
Daniel
David
David
David
David
David
T.
David
David P.
Dennis
Diane
Dick
Dodson
Donald
DR
Drew
T. Ed
Ed
Eddie
Edna
Edward
Edward
Elizabeth
F. "Bo"
Frank
F. G. (Buddy)
Fred
Garth
Elwyn
Gary
Gary
Gary
Gene
George
George
Guy
Henry
Howard
Jacqueline
James
James
James
James
Jane
Jane
Jay
Jay
Jeanette
Jeff
Jeff
Jeffrey
Jerone
Jerry
Jerry
James
John
John
John
John
John
John
John
John
Jonathan
Joseph
Judith
Kathleen
Kathy
Kenneth
Kenneth
R. Kent
Kevin
Ki-Hyun
Kyle
Louis
Lowell
Lynne
C.
Mark
Mark
Mark
Mark
Mark
Marlene
Marlene
K. Martin
Massie
Matt
Melinda (Lynn)
Merle
Michael
Michael
Michael
Michael
Michael
Mike
Nancy
Peter
Petr
PH
Philip
Philip
Philip
Preston
Ray
Raymond
Richard
Richard
Richard
Richard
Rick
Rob
Robert
Robert
Robert
Bob
Robert
Robert
Robert
Robert
Robin
Rod
Rufus
Russell
Russell
Russell
Salvatore
Sam
Shashin
Sheila
Shirley
C.
H.P. "Smitty"
Sol
Stan
Stan
Stanhope
Steen
Stephen
Stephen
Stephen
Stephen
Steve
Steve
Steve
Steven
Steven
Stewart
H. Thomas
Thomas
Thomas "Skip"
C. Thomas
Thomas
Tim
Tim
Timothy
Tom
Tom
Trip
Troy
Trudy
Van
Van
Velinda
Walter
Vijay
L. Wayne
William
William
William
Willie
Debbie
A.B.
Ashley
Thomas
Stanford
HR
Fred
Rebecca
Ted
Sherri
Jeff
Robert
Erik
Jerry
A.
Keith
Brad
E.
William
William
Lester
Robert
Karen
Michael
Kathy
Robert
John
Gregory
Mark
Von
James (Jay)
James
Emmanuel
Janice
Jay
Rob
Joseph
Middle Name
E.
Brad
Carter
Edward
S.
R.
V.
M
David
L
F.
Ann
C
Henderson
K.
Garth
E.
P.
E.
C.
don
H
E.
F.
C
Lynn
Jeffrey
N
K.
C.
D.
David
A.
Roberts
Bogert
Sledd
Bernard
Vernon
K.
B
Patrick
T
C
W
C
A
Scott
Keith
H.
E.
D.
K
F
W.
B. (Bo)
C
C.
W.
A.
Lowell
C.
Last Name
Crusan
Weidt
Hinds
Wells
Hunter
Bowling
Fabyan
Walker
Millsaps
Tillman
Beaman
Knott
Tomlin
Benton
Darden
Kennemur
Ellis
Monroe
Swart
Neil
Ramm
Cox
Dunbar
Chandler
Wolfe
Maske
Cluderay
Chambless
Godwin
Adams
Couch
Hagan
Hampton
Hodges
Propst
Reitzel
Reule
Bunker
Carter
Havens
Schenck
Moss
Bryan
Showfety
Bailey
Hoel
Blanton
Chirico
Blair
Brown
Carter
Proctor, Jr.
Leatherman
Hege, Jr.
Beck
Dunklin
Miller
Hicks
Lyons
Stephens
Davis
Laney
York
McCook
Breaux
Bissell
Hagerty
Davis
Houser, Jr.
Katon
Rogers
Doggett
Smith
Taylor
Verro
Jou
Foster
Keil
Mullis
Pearson
Fitzgerald
McCraw
Carter
Acton
Bantsolas
Boylan
Daniel
Moutos
Ruffin
Shaheen
Spake
Smith
Larkin
Bell
Rose
Garner
Mock
Spainhour
Wood
Jenkins
Chun
Swicegood
Stephens
Easter
Safrit
White
Fulk
Howe
O'Neal
Reynolds
Rogers
Peeler
Spritzer
Waters, III
Flippin
Bogdovitz
Beckner
White
Barr
Carr
Fahey
Fowler
Kornegay
Aldridge
Smith
Chenery
Vasicko
Craig
Doyle
Stewart
Warlick
Griffith
Killian, Jr.
Collins, Jr.
Frye
Jones
Rowe
Whitney
Baker
Pressley
Carter
Cohen
Heuts
Lewis
Nimocks
Perkins
Rourke
Team
Boylan
Hatcher
Hambright
Church
Gay
Parmele
DiFranco
Ogburn
Patel
Pierce
deLong
Thomas
Smith
Coltrane
Armstrong
Greenberg
Johnson
Spove
Barker
Brown
Shavitz
Turner
Hopper
Lowe
Rich
Ellis
Robinson
Smith
Davis
Hester
Hill
Steele
Townes
Capps
Coltrane
Burnett
Corbett
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Brown
Legge
Parker
McSwain
Southard
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Averett
Shah
Yeargan
Banner
Fuller
Joyner
Johnson
Lewis
Henley
Boykin
Murray
Garnett
Gallimore
Miller
Riley
Hill, III
Frazier
Yetter
Cassam
Lanier
Jackson
Hensley
Richard
Martin
Frierson
Daniel
Harwell
Osborn
Bond
Mankowski
Foess
Roberts
Drayton
Winn
Hobbs
Morgan
Moody, III
Luke, Jr.
Rock, Sr.
Choice
Dixon
Pittard
Vaughn
Stanley
Designation
CCIM, CPM
CCIM
CCIM, MAI,
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
Jr
CCIM
CCIM, LEED
CCIM
CCIM
CCIM
CCIM
CRE, CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM, MAI
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM, CPM
CCIM, MAI
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM
CCIM, CPM
CCIM
CCIM
CCIM, MAI,
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, ALC
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM ALC
CCIM, SIOR
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, J.D.
CCIM
CCIM
CCIM, CPM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, MAI
CCIM, MCR
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM, RPA
CCIM, SIOR
CCIM
CCIM, CHA
CCIM, GRI
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, SCLS
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
III, CCIM
CCIM
CCIM
Jr
CCIM
CCIM, CSM,
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM
CCIM, CPM,
Jr., CCIM
CCIM
CCIM
IV
CCIM
CCIM
CCIM
CCIM, LEED
CCIM
CCIM
CCIM, SIOR
CCIM
CCIM
CCIM
CCIM
CCIM, SIOR
CPM, CCIM
CCIM
P.E.
CCIM
CCIM
CCIM
Work Phone
704-537-9801
336.312-6868
336-379-1400
828-322-6800
919-821-8023
919-831-8187
704-248-2072
252-586-5588
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336-889-1550
704-366-8482
704-714-7919
704-331-0400
704-376-9848
704-482-2297
828-264-0019
919-313-8022
336-889-1515
336-282-5553
336-215-6238
252-977-1616
704-785-8204
828-466-5037
704-366-1811
704.351.9757
704-906-2020
919-932-3080
336 478 0234
+1 704 409 2372
919-552-4547
336-478-4441
919-878-9950
919-677-6100
704.602.5800
704-393-4010
919-469-3233
919-832-0594
336-973-5594
(704) 372-4448
919-571-1244
704-333-7151
704-544-4884
704-364-0010
336-294-8900
704-825-4046
919-645-6962
704-370-3000
704-862-0201
910-256-0056
919-821-1350
910-276-8680
704-365-0820
704-366-9841
336-665-2814
336-541-5517
704-347-5000
704-376-0295
704-971-4882
919-875-6614
910-738-8151
919 833 8560
518-453-1624
336-664-6269
704-847-2040
336-747-8419
828-291-6647
336-691-2000
704 684 1515
336-272-8179
336-838-2950
919-873-1500
910-483-9420
919-832-0768
919-775-3245
828-777-4057
336-722-1986
704-644-9933
828-277-9670
336-760-5712
518-482-8100
919-781-8870
704-896-0094
704-576-5184
336-346-1245
919-844-5458
704-264-6320
704-608-9756
704-332-5656
336-909-2583
704-334-3388
336-668-9999
704-938-5400
704-556-9992
336-722-1986
919-227-5519
919-493-0395
336.315.8500
336-789-2926
704-484-3003
919.677.6100
704-333-0794
336-885-1777
704-344-1147
919-384-1188
336-854-5868
336-812-4555
704-331-1228
336-541-5514
919-878-6504
252-756-3500
919-791-3475
919-828-4200
704-295-4000
919-967-4155
336-918-0203
336-722-9828
919-876-8363
704-332-7173
704-376-6540
336-768-0555
910-693-1800
336-222-1264
919-789-9707
828-665-9085
336.544.8013
704-366-4866
919-821-2115
919.264.6878
919-774-8439
336-214-1799
910-485-1707
336-358-3219
704-549-8228
336-243-2600
828.258.6377
336-761-1130
336-605-3537
336-379-1400
919-848-5600
336-544-8006
919-677-6100
336-748-0700
704-544-8233
910-455-7777
336-454-5040
(919) 781-8180
704-333-7151
336-249-6304
252-757-9361
828-252-5300
336-373-0995
336-668-9999
704-332-7052
919-833-7755
336-668-9999
336-333-2288
704-243-6057
704-331-1262
704-887-4778
336-601-7501
919-582-3103
252-638-3500
910-762-111 ext.201
919-821-7222
(919) 875-6670
336-584-3388
336-668-9999
919-281-2318
336-249-6304
336-272-8179
252-237-9411
704-892-5653
336-541-5500
704.293.4412
828-253-5771
336-878-7574
704-882-1700
919-871-6300
919-493-0395
919 573 8102
919-782-2223
704-375-1000
910-763-0380
252-355-2041
336-288-9255
919-926-3095
336-841-0077
(910) 829-1617
704-376-9848
336-601-3242
919-524-2374
828-466-1749
336-686-3544
704-442-1774 ex 100
828-264-6222
252-447-7122
704.375.1164
919.671.4182
910-738-1466
828-338-0162
336-768-1800 ext4
919-841-1737
704 / 375-1131
704-714-7663
704-552-3680
704-464-3147
704-336-3300
919-887-5002
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336-689-0447
CCIM, CRE,
704-489-9551
336-768-4410
CCIM CPM B 336-202-0606
980-721-2049
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CCIM
910-692-3314
CCIM
704-954-1757
336-282-5553
Work Fax
704-537-9804
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828-322-9915
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336-889-1502
336-545-8052
336-889-1501
252-977-1619
704-720-0968
828-466-5039
704-365-9959
704-358-0335
704919-969-8225
336 373 0603
+1 704 409 9934
919-552-3802
336-478-4442
919-878-0390
919-677-6161
704-393-4012
919-832-7385
336-464-2233
704-749-8710
919-571-1244
704-333-7154
704-544-6520
704-364-0569
336-292-7910
704-825-4066
919-840-0240
704-370-6507
704-865-9127
910-256-6245
919-828-9240
910-276-2666
704-365-8911
704-362-3875
336-665-2865
336-369-5923
704-347-5027
704-342-3704
704-367-0196
919-876-2448
910-738-3419
919 821 1864
518-482-8109
336-664-6268
704-847-1566
336-337-1944
702 684 1522
336-272-1073
336-667-7771
919-873-0101
910-223-7270
919-832-1924
919-774-3890
336-723-3173
704-583-1458
828-277-9672
336-760-5714
919-782-2538
704-896-0344
336-854-2170
919-844-5458
704-552-9502
1800-448-3094
704-335-9955
336-668-0888
704-938-5444
704-556-9954
336-723-3173
919-573-9278
919-493-1523
336.852.0288
336-789-2310
704-481-8101
919.677.6161
704-333-0797
336-885-1799
704-344-9735
336-292-5416
336-812-4705
704-331-1259
336-274-9305
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252-756-4159
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704-295-4059
336-722-4778
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704-332-7176
704-376-8704
336-768-2055
910-693-1801
336-464-2956
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828-665-9084
336.544.8015
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336-458-9516
910-485-2907
336-373-0260
704-549-8736
336-243-2680
828.210.3944
336-761-0257
336-665-2865
336-379-8980
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336-724-2769
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(919) 781-9559
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336-333-9808
704-243-6057
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704-342-3453
336-288-6322
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252-638-3695
910-332-3795
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336.584.4487
336-668-0888
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336-248-8935
336-272-1073
252-243-7331
704-892-7392
336-369-5900
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910-251-1658
252-355-1369
336-288-9255
919-424-0001
336-431-1254
(910) 323-3607
704-376-3918
Company Name
Allied Land & Development, Ltd.
Carolina Commercial Realty, Inc.
Hotel & Club Asssociates, Inc.
Prism Commercial Real Estate, LLC
Hunter & Associates, LLC
CBRE
The Bissell Companies
Walker Commercial Realty
Freeman Commercial Real Estate
Commercial Properties, Inc.
Gray Court Holdings, Inc.
Pinpoint Properties
The Tomlin Group
Viking Associates
Darden Commercial Realty
Kennemur & Associates
Collett & Associates
Keystone Partners
Lincoln Harris
Cornerstone Property Advisors
Ramm Commercial Properties
Cox Construction and Properties
Blue Ridge Companies, Inc.
Commercial Real Estate Training & Consulting
Bank of the Ozarks
Efird Corporation
Argus Development Group, LLC
Carolinas Commercial Realty
Weber, Hodges & Godwin Commercial R.E. Services
Trinity Realty Advisors
Blue Ridge Companies, Inc.
Hagan Properties Incorporated/CORFAC International
Blue Ridge Companies
Simmons & Harris, Inc.
T. David Propst Realty
Real Estate Advisory Services, Inc.
Reule Corporation
Bunker Land Group, LLC
DC Properties & Consulting
Geocorp
CBRE
Colliers International
Bryan Properties, Inc.
Emerson Commercial Properties, Inc.
T. Ed Bailey Real Estate
Cresa Raleigh
RE/MAX Executive Commercial Division
Holden Properties
Blair Commercial Realty, Inc.
NAI Carolantic Realty, Inc.
EA Carter Real Estate
Proctor Services, Inc.
Leatherman Real Estate Services
Gibson Smith Realty Co.
Fred H. Beck & Associates, LLC
Wishart, Norris, Henninger, & Pittman, P.A.
Equity Commercial Properties
Gaston County EDC
Lincoln Harris
Southeast Commercial Real Estate Group
Gene Davis Realty Co., Inc.
Prudential Laney Real Estate
York Properties, Inc.
Hasty Realty, Inc.
The Providence Group of the Carolinas
The Bissell Companies, Inc.
Brown Investment Properties, Inc.
Compass Rose Associates, Inc.
Integra Realty Resources - Charlotte
Flagship Capital, LLC
Highwoods Properties
Century 21 The Real Estate Center
The Tar Heel Companies of North Carolina, Inc.
Larkin Commercial Properties, Inc.
Comfort Realty Enterprises, Inc.
Commercial Property Advisors, LLC
Wells Fargo Bank, N. A.
Sperry Van Ness/Southern Commercial Real Estate, LLC
Jerone D. Pearson, Inc.
Capital Solutions, Inc.
Glenwood Properties, Inc.
JNB Commercial Properties
Spectrum Properties
Daniel & Associates
Athos Properties LLC
Meridian Realty Group, The
TrueView Commercial Real Estate
Spake Real Estate
North State Property Company
Larkin Commercial Properties, Inc.
Plaza Associates, Inc.
Rose & Associates Southeast, Inc.
RE/MAX Of Greensboro
Kenco Real Estate Services, LLC
Wood Commercial Properties
NorthMarq Capital, Inc.
K & S Consulting Group, Inc.
The Swicegood Group, Inc.
Jones Lang LaSalle, The Stephens Company
Triad Commercial Properties
Castle & Cooke
Commercial Real Estate, LLC
The Meridian Realty Group
CBC TradeMark Properties, Inc.
Pickett-Sprouse Real Estate
MPR Properties, Inc.
Rogers Realty & Auction Company
Prudential Carolinas Realty
Cresa
Waters Incorporated
Liberty Property Trust
Bayrock Investment Co.
Commercial USA
NC CCIM Chapter
Carr Properties, LLC
Brown Investment Properties
Commercial Associates
Aldridge & Southerland REALTOR
BB&T
Realty World/Investment Marketing
American Asset Corporation
P. H. Craig Real Estate
Stewart Realty, LLC
Griffith Real Estate Services
Killian Associates, Inc.
Collins Commercial Properties, Inc.
Richard Jones Real Estate
Wakefield Associates, Inc.
Sperry Van Ness | Whitney Commercial Real Estate
Brown Investment Properties, Inc
MECA Real Estate Services LLC
Carter Realty
Cohen Properties, Inc
Lee County, EDC
NAI Piedmont Triad Commercial Properties
Nimocks, Ciccone & Townsend Commercial Real Estate
NAI Piedmont Triad
Alpha Commercial Real Estate
Carolina Investment Properties, Inc.
NAI BH Commercial
Miller Hatcher, Inc.
EEA Realty
Russell Gay and Associates
Cresa
Ogburn Properties
Hospitality Advisors Corp.
Jacksonville Onslow Economic Development
delong & Associates Realty Co.
COMMERCIAL CAROLINA
Gibson Smith Realty Co.
Coltrane & Company, Inc.
Kittrell & Armstrong, LLC
Greenberg and Dykes Realty Co.
NAI Piedmont Triad
Catellus Group LLC
Kane Realty
Capital Associates
RE Investments
CBRE
EnRich Commercial Real Estate
The Ellis Group
Coldwell Banker/Willis-Smith C
South Eastern Real Estate Services Group
Hester & Company
Highwoods Properties, Inc.
Wishart, Norris, Henniger & Pittman, P.A.
Tri Properties, Inc
Coltrane & Company
Bessemer Improvement Company
First Venture Properties, LLC
Sperry Van Ness/McMahon & Associates
Asset Marketing Group
Price Commercial Properties
The Moser Group
Grandbridge Real Estate
Pickett/Sprouse Commercial
Unified Commercial Real Estate
Yeargan Commercial Realty, Inc
Southern Real Estate
Atlantic Brokerage Inc.
W.A.J. Construction & Realty, Inc. BrewCo Enterprises, Inc.
Willie Johnson Realty
Rivercrest Realty Associates, LLC
RealtyAnalytix Advisors, LLC
Grant-Murray Real Estate, LLC
Argus Development Group, LLC
Re/Max Central Realty
336-288-8957
Coldwell Banker Commercial Triad, Realtors
919-882-8092
Realcorp and Development, Inc
Vision Ventures
828-466-1789
Frazier Properties
336-458-9492
Express Oil Change & Service Center | Iron Hill Investments Inc.
7044428841 Carolinas Realty Advisors
828-264-1724
Summit Real Estate Services
Jerry A Jackson Real Estate Services
704.375.1109
Piedmont Properties/Corfac International
919.361.0515
Brannon Properties
910-738-8170
RE/MAX Real Estate Exchange
336-232-9449
Commercial Consultants Realty LLC
336-768-1809
Atlantic Coast Commercial
1-866-288-0833
Keller Williams Commercial
704 / 375-1109
Piedmont Properties/Corfac International
704-342-0667
Lincoln Harris LLC
Grubb & Ellis Company
704-464-3153
The Sussex Group
The BlueWater Group, Inc
704-353-0473
City of Charlotte
919887-5001
Capital Investments Realty, LLC
919-828-9888
Hobbs Properties
MC Morgan & Associates, Inc.
Thomson Reuters
336-768-4413
Freeman Commercial Real Estate
Wells Fargo Corporate Properties Group
704-887-1250
Lincoln Harris, LLC
877-255-7990
Synergy Commercial Properties, LLC
910-692-4663
JMB Real Estate Services
704-954-1718
BB&T Commercial REO
336-545-8052
Hagan Properties
Work Address 1
2801 High Ridge Rd
2618-A Battleground Ave. #305
3717-D West Market Street
1301 North Center Street
127 West Hargett St.
4208 Six Forks Rd
13860 Ballantyne Corporate Place
361 Forest Hill Dr
1255 Creekshire Way
1004 Wake Forest Road
1819 Pembroke Rd
5310 NC Highway 55
5024 Southridge Court
PO Box 4158
2404 S. Charles St.
805 N Wakefield St
1111 Metropolitan Avenue
1915 Rexford Rd
Bank of America Corporate Center
2333 Randolph Road
492-A West End Blvd
104 Twin Oaks Place
5826 Samet Drive
6325 Gaywind Drive
700 East Morehead St.
528 East Boulevard
2908 Oak Lake Blvd
302-10 East Dixon Blvd
178 Highway 105 Extension, Suite 201-E
8020 Arco Corporate Dr.
5826 Samet Drive
333 N. Greene Street
5826 Samet Drive
PO Box 1398
PO Box 502
518 West C Street
2200 Cortelyou Road
1140 Dilworth Crescent Row
5523 Wintercrest Lane
901 Willow Drive, Suite 2
101 Centreport Drive, Suite 160
301 South College Street
410 Market Street
819 North Elm Street
PO Box 464
200 Cascade Pointe Lane
2901 Coltsgate Road, Suite 100
1801 N. Tryon Street
101 Duryer Court
3605 Glenwood Avenue, Suite 100
370 Green Acres Road
715 N. Church Street, Suite 100
4006 Barrett Drive
301 S. College Street
Fred H. Beck & Associates, LLC
6832 Morrison Boulevard
P.O. Box 10469
P.O. Box 2339
5430 Wade Park Blvd.
600 Fairview Rd.
1248 Audubon Drive
5710 Oleander Dr., Ste 210
PO Box 10007
500 S. Main St.
521 E. Morehead St
P.O. Box 661
440 W Market Street
PO Box 49588
214 W. Tremont Avenue
2701 Coltsgate Rd
3100 Smoketree Court
4850 Fayetteville Rd.
7424 Chapel Hill Road
3 Winners Circle
3305 Dairy Point Drive
8133 Ardrey Kell Road Suite 201
PO Box 3080 - MAC: D4000-021
1926 India Hook Road
Work Address 2
Work Address 3
Suite 100
Suite 1220
Suite 300
Suite 200
Suite 101
Suite F
Suite 700
Suite150
100 N Tryon Street
Suite 135
Suite 2620
Suite 105
Suite 100 B
Suite 203
Suite 175
Suite 105
Suite 102 (27401)
Suite 105
PO Box 1029
Suite 3350
Suite 420
Suite 101
Direct Office
PO Box 1550
Suite 100
Suite 201
Suite 2150
8924 Blakeney Professional Drive
715 N. Church St.
One Wachovia Center
Suite 300
Suite 110
Suite 100
Suite 300
Suite 200
Suite 1100
Suite 303
2000
PO Box 3111
3707 Tattershall Drive
PO Box 88
PO Box 17513
1332-B Bragg Boulevard
150 Fayetteville Street Mall
2106 Brookwood Trail
129 Bleachery Blvd
380 Knollwood Street
601 Eagleton Downs Drive
83 Peachtree Road
3288 Robin Hood Road
3 Winners Circle
Plaza Associates, Inc
442 S. Main St. Suite 18
8336 Lake Providence Drive
204 Muirs Chapel Road
8301 Meadow Ridge Court
4428 Town and Country Drive
5950 Fairview Road, Suite 716
1339 Baxter Street
854 Valley Road
6805 Morrison Blvd Suite 200
4035 Premier Drive
210 Oak Avenue, PO Box 68
3925 Ayrshire Place
380 Knollwood
1001 Wade Ave. Suite 300
3805-A University Drive
529 College Road
P. O. Box 729
410 N. Lafayette St.
200 Cascade Pointe Lane, Suite 101
301 S. McDowell Street
4100 Mendenhall Oak Parkway
1307 W. Morehead Street
9119 Holly Hill Farm Road,
411 Andrews Road
23 Oak Branch Drive
1414 Long Street
PO BOX 930
PO Box 464
226 Commerce Street
3127 Smoketree Court, 2nd Floor
PO Box 10704
3700 Arco Corporate Drive
7503 Sunrise Rd.
1817 Curraghmore Rd
8 West Third Street
6201 Fountainhead Drive
1944 Brunswick Avenue
1542 Queens Road West
2990 Bethesda Place
125 W Vermont Ave
2716-B Troxler Road
188 Windchime Court, Suite 201
1100 Ridgefield Blvd.
440 West Market Street
1815 South Tryon Street
1610 Glenwood Ave.
709 Brookfield Road
P.O. Box 1968
3005 South Church Street
PO Box 58121
101 West Friendly Avenue
125 Floyd Smith Drive, Ste 280
P.O. Box 1066
410 Executive Park
2150 Country Club Road
P.O. Box 395
2010-B New Garden Road
8300 Falls of Neuse Rd
440 West Market Street, 27401
1056 Burke St
6501 Colston Court
1099 Gum Branch Rd.
1507 Long Street
3131 RDU Center Drive, Suite 110
49 South Talbert Boulevard
2815 Charles Blvd. Suite B
75 N. Market Street
PO Box 9827
PO Box 49579
217 East Treemont Ave.
PO Box 19107
PO Box 49579
PO Box 1259
201 South College Street, Suite 1700
1600 Camden Rd
2 Sturbridge lane
702 Oberlin Rd
P.O. Box 1575
817 N 4th St.
228 Fayetteville Street
3100 Smoketree Court
PO Drawer 1998
P.O. Box 49579
4309 Emperor Blvd.
49 South Talbert Boulevard
PO Box 14220
3000 Nash St N Suite A
19901 W. Catawba Ave
440 W. Market Street
514 Streamside Lane
1 North Pack Square
1220 North Main Street
231 Post Office Dr
700 Spring Forest Rd
3805-A University Drive
1001 Wade Ave
2008 Prescott Pl.
1701 East 3rd St.
321 N. Front Street
3489 South Evans Street
1321 Mosley Rd
8816 Six Forks Rd
2783 NC Hwy 68 South
505 W. Russell St
2908 Oak Lake Blvd
231 S. Fayetteville St.
1505 Westover Terrrace
P. O. Box 2264
214 West Tremont Ave
Po Box 1238
121-A W Mc Gee Street.
1001 East Blvd.
895 State Farm Rd. #210
PO Box 1025
115 East Park Ave, Suite B
P.O. Box 14101
600-E Farringdom Street
P.O. Box 8368
102 West Third Street
9121 Anson Way Suite 100
115 E. Park Avenue
525 N Tryon St 4th Floor
6000 Fairview Road
10602 Bailey Rd
P.O. Box 91237
1831 Beckwith Place
4441 Six Forks Road Suite 106-264
343 Six Forks Road
2408 Lake Oak Ct
7407 Tallwood Drive
1255 Creekshire Way, Suite 200
822 Pebble Drive
100 N. Tryon St. Suite 2620
PO Box 1829
275 SE Broad St.
5130 Parkway Plaza Boulevard
333 North Greene Street
Suite 590
PMB 57
Suite 100
Suite A
Nettlewood Professional Park
Suite 104
Attn: Connie Larkin
2840 Plaza Place, Suite 100
P.O. Box 910
Suite 100
Suite 200
Suite 100
Suite 203
Ste 430
PO Box 52118
1310 EMS Drive
Suite 210
Suite 208
Suite 220
Suite 1700
2940-1 Trawick Road
Dogwood Building
Suite 350
Suite 200
Suite 601C
Suite 100
Suite A
P.O. Box 6011, 27628
Suite 601
Suite 230
Suite B
Suite 100
P.O.Box 930
Suite 101
Suite 110
Suite 2150
115 Middle Street
P.O. Box 908
Suite 200
Suite 1100
Suite 110
49 S Talbert Blvd
P. O. Box 7576
Suite 102
Suite 407
537 West Parkway
Suite B8
Suite 325
P. O. Box 52118
Ste 107
Suite B
Suite 201
Suite 114
PO Box 35437
Suite 203
210 Bridge Street Smithfield
Ste 300
Suite 417
Suite B
Suite 470
Suite B
Suite 1200
Suite D
Suite 300
PO Box 1829
Suite 102
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BA Johnson Properties, LLC
Clift Commercial LLC
CBRE | Raleigh | Brokerage Services
East West Partners
Ward Realty Corp
648 Geffen Ln
Kellogg Realty, Inc
Wicker Properties
Tyson Commercial Properties, LLC
Real Estate Associates, Inc.
Cherry and Associates
Cantey & Company, Inc.
Presidia Asset Management, LLC A Division of Presidia Real Estate Group, LLC
Cassidy Turley
Due Diligence Research Group LLC
Whitney Commercial Real Estate Services
Lomax Properties LLC
Tax-Advantage Property Services
919-677-6161
Cresa
888-850-5966
NAI BH Commercial
HUNTER & ASSOCIATES Commercial Real Estate
704-206-8264
704-342-3704
Integra Realty Resources
704-335-2783
US Bank
336-541-5504
704-379-6960
Grandbridge Real Estate Capital
704-824-3311
Clay Realty Advisors, LLC
(704) 379-6901
(704) 372-0954
919-789-4255
Colliers Pinkard
919-345-0136
Sperry Van Ness
336-722-1986
3367233173 Meridian Realty Group
919-941-5745
Tri Properties, Inc.
910-332-4114
Cape Fear Commercial
336-214-7676
Hudgins Commercial Investment Advisors
919-881-6260
Wachovia - Real Estate Americas
704-335-4436
704-347-0793
Cassidy Turley
336-884-4555 x243
Craven-Johnson-Pollock, Inc.
9198519111
Jones Lang LaSalle
336-345-7300
Meridian Realty Group
704-982-2173
South Central Oil Co., Inc.
336-207-3245
Christopher T Lowe
919-740-3001
The Stratford Company
919-941-5745
TRI Properties
828-884-4454
The Melby Group, Inc.
704-766-5213
704-875-0102
Bank of America
704-792-2222 ext. 12
Harris Morrison Company
910-763-9096
Ingram, McKenzie and Associates, Inc.
704-287-1134
Mike Newey Real Estate
704-379-6905
Grandbridge Real Estate Company
336-544-2617
Samet Corporation
336-623-3128
704-414-2026
T.R. Lawing Realty, Inc.
336-2823550
Windsor Companies
704-527-6699
704-527-8222
Southeastern Construction & Development Co., Inc.
704-849-0273
Aukamp Brokerage & Consulting, Inc.
704-295-0448
Cherry & Associates, LLC
919-645-1605
Kittrell, Armstrong, & Waldrop, LLC
704-373-1181
Providence Commercial Real Estate Advisors, LLC
704-379-6902
Grandbridge Real Estate Capital LLC
336-383-5926
Alliance Management, Inc
704-375-1000
NAI Southern Real Estate
336-668-9999 Ext 110
919-227-5506
919-573-9293
CBC TradeMark Properties
704-882-1700 ext 231
fax- 704-882-2220 The Moser Group, Inc.
866-454-2677
336-547-7707
919-859-2666
704-688-0800
919-461-0587 ext106
(704) 752.8350
704-243-1991
910-395-8266
919-861-2102
704-875-0391
910-433-0888 X-208
919-585-5321
(919) 227-5667
803-366-3535
336-499-9956
910-221-5789
919-493-0395
910-346-8218
252-995-4477 x 3280
704-766-5212
919/674.3687
910-350-1200
919-863-0817
919.815.4390
919-573-8112
704.222.1899
704-333-0660 x222
704-641-5247
704-577-1200
919-493-2726
(980) 233-6454
919-859-2667
919-585-5572
(919) 645-9121
803-366-3535
Paramount Appraisal Group, Inc.
High Associates, Ltd.
HH Hunt Corporation
Chambers Group
Edens & Avant
Century 21 Brock & Associates
Centrex Properties, Inc.
Spectrum Properties
Weaver Commercial Properties
Partners Commercial Realty
Unified Commercial Real Estate
The Ligon Company,Inc. Real Estate & Auction
910-346-5844
Pappas Commercial Properties
Pickett-Sprouse Real Estate
Ray Properties
252-321-5200
704-301-2904
336-243-2600
336-250-2977
704-248-6355
(252)756-3500
336 202-2544
704-379-6950
919-678-0878
(336) 733-2111
919-872-5702
704-382-7613
336-358-3225
919-961-5717
704-519-4236
919.785.3434
(919) 786-2060
704-344-1869
704-882-4222
704-882-4222
336-574-8608
704-301-0621
(704)206-8254
919-755-2108
704-377-8982
704-716-0809
704-341-8488
919-841-5700
919-956-4475
919.913.1111
(704)705-3864
828-777-5718
919-831-8196
704-972-2634
919-321-8827
252-714-8706
704-625-9185
336-243-2680
919-861-2103
704-386-6076
866-268-3589
919-573-9297
919-287-2248
(980) 233-6501
980-422-0094
(252)347-1287
336 373 0260
704-372-0954
CBC Trademark Properties
SMS Real Estate Investment Services Inc.
Gallant Properties
Reign Realty
The Bissell Companies, Inc.
Spritzer Commercial Properties
RBC Capital Markets
Triangle Commercial Association of REALTORS
Coldwell Banker Commercial CoastalMark
L3 Realty of Mooresville, LLC
Carolina Investment Properties
The Meridian Realty Group
Tierra Bella Realty
Aldridge & Southerland, Inc.
NAI Piedmont Triad
RP Realty Partners, LLC
BB&T
Commercial Properties, Inc.
336-373-0260
919-554-0879
704-525-8700
919.785.0802
NAI Piedmont Triad
Mill Ridge Commercial Real Estate
Lat Purser and Associates, Inc.
Grubb & Ellis|Thomas Linderman Graham
DLA Piper LLP (US)
Withrow Capital, Inc.
Eagle Engineering
Eagle Engineering
Richardson Properties
IREM Western North Carolina Chapter No. 40
Integra Realty Resources
Womble Carlyle Sandridge & Rice, PLLC
Charlotte Region Commercial Board of REALTORS®
Horack Talley
Lodging Partners, LLC
919-841-0220
Q10 Professional Mortgage of NC
Self-Help Credit Union
Avison Young
(704)705-3851
Thalhimer
Beverly-Hanks & Associates
CBRE
Faison & Associates
Stewart Commercial
Tradd Commercial
RLA Holdings
York Properties
Sperry Van Ness/Southern Commercial Real Estate, LLC
919-755-220
American Asset Corporation
7043327176 Griffith Real Estate Services
919-544-9749
Kerr Drug Inc
919-846-9771
Drucker and Falk
336-217-8211
CapitalSource (NYSE: CSE)
Baumrind Development Company
Wachovia Corporate R.E.
NAI BH Commercial
3362719001 Lewis & Clark Realtors
Circle K Southeast
Lincoln Harris
252-641-1585
Thorne Realty, Inc.
305-397-2866
TD Property Group, LLC
704-808-5147
PNC Bank
The Meridian Realty Group Inc.
Coldwell Banker Commercial Trademark Properties, AMO® AN ACCREDITED MANAGEMENT ORGANIZATION®
919-821-2070
The Lundy Group
Gentry and Associates Real Estate Services, LLC
Wells Fargo Bank
U Realty
KW Commercial
888-808-8221
RE/MAX Executive-Commercial
704-749-2640
Capstone Multifamily Group
704-527-1155
Evergreen Commercial Properties, Inc.
7047497910 Elliott Davis, PLLC
336-586-1992
NAI Piedmont Triad Commercial Properties, Inc.
7042222850
919-645-2771
803/325-1000
919-821-2700
7043327173
919-608-1020
919-846-7300
336.298.7231
704-643-6300
(704) 374-4422
828-210-3945
3362712727
5154197912
704-714-7671
252-823-7930
305-484-0138
919.286.5900
704-231-0006
704-338-0071
3364802088
919.877.8919
919-274-5149
(919) 669-7057
704-383-1034
704-724-8703
704-451-7485
704-405-8800
704-962-9462
704-527-8600
7043338881
336-358-3236
336-584-4133
919.785.3434
919.719.819
919-630-6275
919-872-2296
(919) 828-8800
(704) 541-0901
919-623-1920
919-832-0594
336-558-8094
919-830-7184
9192180867
(919) 467-8880
(704) 362-7230
(919) 831-8211
(704) 370-3000
(704) 527-6780 EXT 327
(704) 541-1393
(704) 632-1013
7049793333 x202
(704) 264-3625
(704) 543-7970
(919) 781-8870
(919) 942-1141
(919) 341-8571
(919) 532-1123
(919) 803-6815
704/644-4024
(704) 804-7540
(704) 439-5399
(404) 680-2725
704-375-0183 x331
704-347-8942
919 267-3235
919-934-1900
336-668-9999
919-349-5804
336-314-6100
919.821.6642
3366620411
828 684-5468
U.S. Trust - Bank of America
Trinity Partners
Coldwell Banker Commercial Sun Coast
York Properties, Inc
919-832-7385
866-289-0745
(704) 943-1590
704-348-2918
704-347-8981
919 267-3436
919-934-0081
Coldwell Banker Commercial Tradmark Properties
The Lewis Group
Sterling Properties Group, Inc.
The Maraquardt Group, LLC
NAI Carolantic Realty, Inc.
Coldwell Banker Triad, Realtors
Coldwell Banker Commercial Advantage
CASTO SOUTHEAST
Scott Realty Advisors LLC
CBRE
SouthEast Commercial Real Estate Group, Inc.
American Forest Management
Hart Corporation
Percival McGuire Commercial Real Estate
Metrolina Capital Advisors LLC
CBRE
Monticello Land Company, LLC
Plaza Associates, Inc.
Morris Commercial
Copper Creek Properties
The Preiss Company
LNR Property Corp
Paragon Commercial Bank
Foothills Capital
KW Commercial
Masters Realty Group
Charlotte Metro Credit Union
Charlotte Regional Partnership
J Kephart Real Estate
Tilghman & Company
Joubran Commercial Properties
Timmons Group
Colliers PKF Consulting USA
101 Four Meadows Lane
440 West Market St
550 S. Tryon Street
3900 Merton Drive
6310 Fairview Road
P.O. Box 20314
PO Box 4205
5602 Bledsoe Drive
51 Kilmayne Dr.
P.O. Box 66
P.O. Box 6603
3410 Hillsborough St.
Po Box 1739
155 West New York Avenue
4208 Six Forks Road, Suite 1220
1450 Environ Way
PO BOX 2800
230 E Sailsbury St.
417 Grandin Road
8600 Bald Eagle Lane
101 Hay Street, Suite 2
3333 Durham-Chapel Hill Blvd. Suite C
338 South Sharon Amity Rd. #115
4035 Premier Dr.
1326 Lakeshore Dr
P.O. Box 108
P.O. Box 1392
150 South Stratford Road, Suite 320
1417 Elberon Place
5509 Yadkin Rd.
727 N. Howe Street
5893 Cottonwood Lane
3809 Beam Road
325 Front St.
1118 Grecade Street
8604 Cliff Cameron Drive Suite 110
100 Europa Dr, Ste 190
8000 Corporate Center Dr., Ste 112
One Town Square Blvd. Suite 300
3005 S. Church Street
4350 Lassiter at North Hills Ave
7694 Crabtree Valley Court
806 Harward Lane
3718 Alliance Drive Suite C
4700 Metcalf Dr
105 Marble Falls Way
3300 Harrison Road
PO Box 7948
104 Pinecroft Drive
1100 Ridgefield Blvd. Suite 100
PO Box 1318
314 Hunter Ln
410 Executive Park
127 West Hargett Street
214 W. Tremont Suite 200
230 N. Tryon St.
P.O. Box 930
227 West Trade Street
P.O. Box 5
227 West Trade Street, Suite 305
3110 Edwards Mill Road
6736 Falls of Neuse Road
380 Knollwood St, Ste 430
4309 Emperor Blvd.
1051 Military Cutoff Road
P.O. Box 2211
150 Fayetteville Street
550 South Tryon Street, Suite 3400
615 North Hamliton Street
5420 Wade Park BoulevardSuite 206
2121 West Main Street
2318 Danbury Road
8540 Colonnade Center Drive
4309 Emperor Blvd Ste. 110
205 Grove Street
13801 Reese Boulevard
P.O. Box 145
P.O. Box 1384
7330 Bedfordshire Drive
309 Gallimore Dairy Rd
P.O. Box 867
1445 East 7th Street
P.O. Box 9205
224 Foster Ave.
1201 Ilsemont Place
338 South Sharon Amity Road #115
3700 Computer Drive, Suite 280
1307 West Morehead St.
1400 W. Northwood St.
1701 East 3rd Street
4035 Premier DriveSuite 203
1001 Wade Avenue
231 Post Office Drive, Suite B8
Suite 301
Suite 210
Suite 305
Suite 1400
Suite 101
Suite 203
MC: 001-05-03-30
Suite D
PO Box 2478
Suite 350
Suite 266
#3400
Suite 101
Suite 100
30th Floor
Suite 305
115 Main Street
Suite 210
Suite 200
Suite 430
Suite 110
Suite 200
Suite 200
Suite 105
Suite 1
Suite 300
Suite 305
Suite 102
Suite 107
Ste 305
Suite 300
4011 Westchase Boulevard
11020 David Taylor Drive
117 Edinburgh South
17214 Lancaster Hwy
6705 Providence Road South
265 Racine Dr.
5410 Trinity Road
201 S. Tryon Street
350 Wagoner Dr.
1652 E Booker Dairy Rd
1001 Wade Avenue, Suite 107
315 e. Main st.,P.O. Box 4815 ,
101 Centreboro Drive
304 Owen Drive
P.O. Box 52118
3684-B Henderson Drive
PO Box 450
13801 Reese Blvd., Suite 300
1430 Commonwealth Drive
1900 Cameron Street
212 Sturminster Dr
1001 Wade Ave, Ste 300
1405 Bristol Place Court
1812 East Blvd
15720 John J. Delaney Drive, Suite 300
5102 Durham Chapel Hill Blvd
4720 Piedmont Row Drive
1800 Perimeter Park Dr, Suite 120
1516 SE Greenville Blvd
229 Medical Park Rd. Suite 201
16 South Main Street
1001 East WT Harris Blvd. Ste. D
226 Commerce Street
101 W Friendly Ave Ste
200 South College Street, Suite 2100
Westchase III, Suite 120
Suite 130
Suite 100
Suite 301
200 West Second Street MC: 001-16-08-10
1004 Wake Forest Road
101 Cambridge Road
101 West Friendly Ave Suite 601
818 S White Street
4530 Park Road
Vice President, Property Management
4141 Parklake Avenue
1341 East Morehead St.
2013 Van Buren Ave.
2013 Van Buren Ave.
701 Green Valley Rd.
445 Blairmore Drive
214 W. Tremont Avenue, Suite 200
150 Fayetteville Street Mall, Suite 2100
400 East Blvd., Suite 210
5801 Cary Ridge Dr
8816 Six Forks Road
301 S. Circle Drive
100 Europa Drive, Suite 190
1111 Metropolitan Avenue Ste. 315
300 Executive Park
4208 Six Forks Rd
121 W. Trade St.
3604 Shannon Rd
Executive Vice President
106 Carabelle Circle
801 Oberlin Road
1926 India Hook Road
1944 Brunswick Avenue
3220 Spring Forest Road
7200 Stonehenge Drive Ste 211
2205-K Oak Ridge Rd #217
6631 Bunker Hill Circle
201 N. Tryon Street
410 Executive Park
1016 N Elm
100 N. Tryon, Suite 3120
101 N Main Street
112 Highlands Drive
2200 W. Main Street
2711 Lemon Tree Lane
200 Providence Rd, Suite 300
1001 Wade Ave., Suite 300
PO Box 33279
100 Large Oaks Drive
301 S Tryon St; 9th Floor
17800 Durrango Ct.
520 Collins Aikman Dr.
3426 Torinngdon Way
1600 Camden Road
2100 Crescent Avenue Suite 250
700 East Morehead Street
3005 South Church Street
3008 Forestdale Drive
1511 Sunday Drive, Suite 200
3313 Ashby Place
4163 Union Square Blvd
2019 Fairview Rd
10722 Carmel Commons Blvd.
3119 Ashel St.
3605 Glenwood Ave
1505 Westover Terrace
6020 Creedmoor Road
3325 Hampton Road
124 Towerview
1918 S. Wendover Road
4208 Six Forks
1401 West Morehead Street
2401 Whitehall Park Dr
7422 Carmel Executive Park Suite 216
301 S. McDowell Street
108 Gateway Blvd. STE 104
214 N. Tryon Street
7301 Carmel Executive Park
P.O. Box 31147
194 Finley Golf Course Rd.
2837 Sterling Park Drive
1700 Hillsborough Street
8004 Connestee Court
4725 Piedmont Row Drive
2100 Crescent Avenue Suite 250
17729 Spinnakers Reach Dr
735 Haywood Rd
718 Central Ave
550 South Caldwell Street
6736 Falls of Neuse Rd
27-107 Annette Drive
4035 Premeir Drive Suite 203
1328 Banburry Rd.
P.O. Box 39803
PO Box 2611
8642 W. Market St
15 North Oak Forest Drive
Suite 102
Suite 304
Suite 550
Suite 160
Suite 300
Suite 175
Suite 102
.
Suite 300
7403 Stonecroft Park Dr
203
Suite 240
Suite 201
Suite 430
Suite 601
Commercial Real Estate Lending Manager
300
Suite 300
Suite 211
Suite 1220
27th Floor
Suite 103
Suite 335
119
Suite 2000
Suite 570
Suite 430
MAC D1130-091
Suite 108
100
103
400
Suite 112
Suite 200
Suite 400
100
Suite 1220
Suite 125
Suite 1100
Suite 1200
Suite 4000
Suite 222
Suite 102
Suite 200
Suite B
Suite 760
Suite 203
150 Fayette Street Suite 2500
136
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704-375-2384
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677-6181
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704-344-0694
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919-278-7709
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704-372-2619
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1111 Metropolitan Avenue
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1001 Wade Avenue
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932 Hendersonville Road
1914 Brunswick AvenueSuite 2A
3515 Keats Pl.
1325 Ivy Ave.
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200 Cascade Pointe Land
9832 Pallisers Terrace
1938 South Blvd
PO Box 584
6842 Morrison Blvd
520 Collins Aikman Dr.
SunTrust Bank
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919.981.4300
Williams Mullen: A Professional Corporation
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803-802-0005
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Education Foundation of the CCIM Institute
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704.357.0023
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336-292-5416
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910-221-4211
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704-612-0757
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704-338-6090
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Fifth Third Bank
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2323 Operations Drive
200 Cascade Pointe Lane, Suite 101
4396 Baldwin Avenue #1 Little River,SC 29566
866-302-1680
408-399-6101
919.677.6161
843-249-7919
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336-297-1039
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704-715-1468
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828-295-0047
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800-313-1026
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100 North Tryon Street, Suite 2690
400
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440
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445 Dolley Madison Road
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505 W. Russell St
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1999 Richmond Rd Suite 4
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496 Gallimore Dairy Rd # F
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[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
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NC-CCIM 2013 Strategic Plan November 2, 2012
a. Education (Sam DiFranco, CCIM; Tiffany Clark, CCIM; Jay Taylor, CCIM;
Mark Howe, CCIM; Eddie Blanton, CCIM)
i. Parking at CI Core Classes
1. Email Vouchers or where they can park for less money.
2. Negotiating Class
3. Designee Only Two Day Regional Event in Charlotte, NC
4. Third CE Day (with one in Asheville)
a. November 6-7, 2013
5. Excel Calculator Course
a. Raleigh, NC – January 2013
6. Market Scholarships to other Commercial Real Estate Groups
7. Thank you Letter to past students informing them of upcoming
courses.
b. Forecast / Sponsorships (Rob Vaughn, CCIM; Marlene Spritzer, CCIM; Jeff
Yetter, CCIM; Brian Carr, CCIM)
i. Dates have been set for 2013.
ii. New locations for Greensboro were discussed.
iii. It was discussed moving the registration table to the back room in
Charlotte, NC.
iv. It was discussed announcing special guests who attend the forecast.
c. Local Networking (Beverly Keith, CCIM; Pete Frandano, CCIM; JJ Joubran,
CCIM; Karen Mankowski, CCIM; Steve Rich, CCIM)
i. Follow up with Regional Sponsors and Speakers so they are more likely to
come back a second time.
ii. Bring a Friend Program
iii. Have more variety in the time of the regional meetings.
iv. Joint RCA and STDB meetings in Wilmington
v. App of the Month
vi. The Triad is going to start over with a fresh committee in 2013.
d. Communication / Website / Technology (Carolyn Kellogg, CCIM; Brooke
Gibson, CCIM; Jane Doggett, CCIM; Ashley Boykin, Mike Barr)
i. Form to submit events.
ii. Training session on the back end of the website for regional contacts.
iii. It was discussed budgeting money to upgrade the back end of the website.
iv. It was discussed cutting some of the information from the weekly email.
v. It was discussed moving the quarterly update to a blog.
vi. It was discussed changing the name of the communicator.
vii. Regional contacts for the quarterly update.

2012 CCIM Chapter Annual Report and President`s

Transcription

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