This list of operational practices and procedures will serve as a quick reference for AEs and volunteer leaders looking for guidance in managing the REALTOR® association.

Presentation

Checklist for New AEs

This checklist includes general job functions and guidelines listed in chronological order but not necessarily in priority order. Please note that the time of year, the length of time the position was previously vacant, and specific expectations communicated at hiring may significantly impact the timing and order of these functions and duties.

Your Nerdy BFF Sessions

Handouts for the sessions A Day in the Life of a Nerdy Association Executive and for NERDS UNITE! Tech Tool and App Exchange will be available for download after the sessions at the link below.

SESSION MATERIAL

Should I Stay or Should I Go Now

The manual below is a resource provided by NC REALTORS® to help your association proactively plan in advance for a disaster.

PLANNING FOR A DISASTER

Presentation

The AE Report Card - Handout

Getting Members Engaged - Handout

Best Practices Panel Resources

Key Timeline for President, President Elect and Past President - Handout

Fiduciary Duty and Conflict of Interest Policy - Handout

Board vs. CEO Roles - Handout

Board vs. CEO Roles The Reality - Handout

REALTOR® Party Resources & Cored Standards

Presentation

Legal Update

Presentation