INTRODUCTION On behalf of the Louisiana CCIM Chapter we are pleased to submit the following President s Cup Presentation. 2008 was a great year for Louisiana CCIM.
Executive Summary Overall, 2008 was a record year for 2008: Chapter was a 2007 President s Club winner and a 2008 Chapter of Excellence Membership is at an all time high of 272 members 2008 Chapter budget will be approximately $108,000 Current cash reserves stand at $98,000 Sponsorship stands at a record $20,300 Six luncheons were offered in 2008 and the primary focus was to education membership and recruit new members The chapter encourage participation by hosting a bus tour to feature new development throughout the City of New Orleans (areas effected by Katrina) as well as the annual Golf Tournament. Numerous social events were hosted by the Chapter during the CI classes to provide networking opportunities and recruit new members.
Executive Summary The Chapter offered 3 CI Classes with record attendance in each. 4 Advanced Educational classes including REI Wise, STDB and a Negotiations Class were offered. Several networking programs in conjuction wit the CI classes as well as other organization including IREM and CID Baton Rouge were hosted by the Chapter. A Candidate Guidance class was offered to the 13 designees. The Chapter made contributions to several local industry events as well as to the Susan Komen Foundation. Three CI 1010 Scholarships were offered as well as a fully funded endowed scholarship in the name of Barry H. Spizer. A new program was featured as the chapter hosted a Past President s lunch. Several public relations ads were featured in local business trade magaiznes throughout the State of La to recruit new members and encourage candidates to become designees.
GOALS FOR 2008 One of our main goals for 2008 was to increase Chapter activity throughout the state. Programs throughout the State of Louisiana Educational. Offer advanced education opportunities state wide Increased Membership Finances Advertisement of CCIM designation via local media Sponsorship Involvement Community Involvement Participation via networking events for existing members, non designees and Past President s Involvement Candidate Guidance and Recruitment of new members Recognition of the Louisiana CCIM Chapter throughout the State
Officers and Directors Officers President Kirsten Early, CCIM Secretary/Treasurer Carmen Austin, CCIM President-Elect Cres Gardner, CCIM Ex Officio Karl Landreneau, CCIM
Programs - 2008 "Membership and active participation forms the bridge to networking and knowledge which are so vital to success in the commercial real estate industry." 2008 Calendar of Events Chapter Events *Wednesday, February 20 Chapter Networking Social, Pontalba Building, 5:00 pm Wednesday, March 19, 2008 - First Quarter Luncheon, Andrea s, 11:30 am *Thursday, March 20, 2009 CCIM/Baton Rouge CID/IREM Luncheon Juban s Restaurant Baton Rouge, La, 12:00 *Tuesday, April 22 CCIM/CID Crawfish Boil Mike Anderson s - Baton Rouge, La 5:00 pm Thursday, May 29 CCIM Bus Tour New Format Forum, 11:00 a.m., New Developments *July 16th CCIM/CID Luncheon Lafayette, Louisiana, Noon *Friday, July 25th Election Luncheon, Zea Rotisserie, St. Charles Avenue, 11:30 am. *August CCIM/CID Luncheon Shreveport, Louisiana *Friday September 19th Third Quarter Luncheon, Lakeside Shopping Center (Hosted by Feil Organization), noon Monday, September 29 - Golf Tournament, Baton Rouge, 11:00 a.m. Friday, November 7 CCIM Symposium 8:30 a.m. 12:30 p.m. *Thursday, December 4 2008 Officers Installation Dinner, location tba, 5:30 pm Education CI 104 February 18-22 First American Bank STDB March 12 NOMAR Office CI 102 June 16 20NOMAR Office CI 101 November 10 14 NOMAR Office State Visits April 17 (Wednesday) Baton Rouge TRENDS May 7 (Wednesday) Mike Lipsey Seminar Lake Charles May 8 (Thursday) Shreveport TRENDS Mark Your Calendars. April 7-11 National Mid Year Meetings Newport Beach, CA August 25-27 Chapter Office Training - Chicago, IL October 13-17 National Annual Conference & Business Meeting Chicago, IL
Board of Directors Monty Warren, CCIM Education Chair Whitney Greene, CCIM Candidate Guidance Ty Gose Designation Promotion Ray Baas Programs Committee Dan Voorhies Programs & Networking Susan Wallace Historian Kirsten Early & Cres Gardner Membership Committee
Membership The Louisiana CCIM Chapter had its second year of the unified dues billing. Membership from 2007 to 2008 increased by 31 members. In past years the membership listed provided by national had to be closely watched as members were displaced due to hurricane Katrina and some retained their membership in other markets outside of Louisiana.
2008 Officers Kick Off the Year The 2008 Officers kick off in Newport Beach, California.
Programs and Participation Annual Fall CCIM Symposium. Economic Development theme. Over 100 attendees and 45 CCIM s attended the program
Programs and Participation After over 30 years, a new Sheriff was elected into office. It was a monumental moment in Jefferson Parish. Sheriff Newell Normand spoke to the Chapter on his new position as Sheriff.
Programs and Participation Over 26 members attended the CCIM Bus Tour. The program featured new developments in areas that were affected by Hurricane Katrina LSU / VA Project Reinventing the Crescent Federal City Project Make it Right Foundation Global Green Project Richard Juge, Richard Stone, Grashopper Mendoza take a break in the lower 9 th ward.
Louisiana Chapter participates with IREM in Washington, DC. Topics addressed included the National disaster reinsurance, leasehold improvements and capital gains. Networking
Networking Louisiana CCIM Chapter Attends the Hill visit in Washington, D.C. Andy Vancherrie, Hoyt Greer, and Tye Gose with Louisiana Senator David Vitter
Networking Richard Juge provides a State of the Industry of the National CCIM Institute. 35 members attended the event.
Public Relations The Louisiana Chapter congratulates the new designees for the year. 13 new designees in 2008.
Public Relations Louisiana CCIM Chapter participates in Baton Rouge Business Trends. A CI 101 class was provided to 1 of the 500 attendees.
Public Relations The Louisiana CCIM Chapter provides $1,000 in sponsorship to the annual Baton Rouge Business Trends. In addition, the chapter provided a CI 101 class to be raffled.
Education Louisiana CCIM Chapter focused on providing educational opportunities throughout the state of Louisiana Three CI classes were offered in 2008 which included 101, 102 and 104 A REI Wise Class in Lafayette, Louisiana A Negotiations Class (Mike Lipsey) in Lake Charles, Louisiana A Cultural Diversity Class in New Orleans A STDB Class in Metairie, Louisiana
Education and Scholarships During 2008 the chapter awarded three scholarships for the CI 101 class. The recipients were: Melanie Way Latter & Blum Michael Lang Commercial Properties Allison Durso Sealy & Company
Education and Scholarships The Louisiana Chapter elected to fund a second fully endowed scholarship. The new scholarship is named Barry H. Spizer, CCIM Scholarship in honor of the 2002 Past National President.
Education & Recruitment
Education & Recruitment Jay Lucas instructing an REI Wise and STDB Class in Lafayette, Louisiana. 35 attendees.
Education & Recruitment
Education & Recruitment A Networking Class was hosted by the Chapter in Lake Charles, Louisiana and a record attendance of 65 residential and commercial agents attended. The chapter received 5 new members.
Participation
Participation The annual CCIM Golf Tournament had a record number of golfers in 2008. The Chapter raised $8,000 for the Chapter.
Golfers enjoy lunch hosted by the Chapter. Participation
Networking & Recruitment Louisiana CCIM joins forces with Baton Rouge CID to host annual crawfish boil Baton Rouge.
Networking & Recruitment Louisiana CCIM joins with IREM and Baton Rouge CID to host a luncheon to provide an overview by Donald Pierson (the State Director of Economic Development).
Networking & Recruitment
Networking and Recruitment
New Programs Past President s Lunch 2008 Chapter Highlights Former Chapter President Richard Juge will be the 2010 Institute President Former Chapter President Karl Landreneau is a Board of Directors member and Presidential Liaison for 2009 Former Chapter President and Institute President Barry Spizer is on the Institute Executive Committee Chapter was a 2007 President s Club winner and a 2008 Chapter of Excellence Membership is at an all time high of 272 members 2008 Chapter budget will be approximately $108,000 Current cash reserves stand at $98,000 Sponsorship stands at a record $20,300 We to focus on finding the next generation of chapter leaders as our board ranks are a bit thin at present.
New Program Past President s Lunch Ed White La CCIM President (1983) Receives plaque for 25 years of service to CCIM.
Community Involvement Chapter President participates in Mardi Gras ½ marathon and donates to Susan Komen Foundation
Networking The 2009 CCIM board installation. Cres Gardner, Carmen Austin and Monty Warren
CONCLUSION The Louisiana CCIM Chapter submitted the following ad to be featured in the December 2008 issue of City Business to thank the sponsors, designees and the new officers in 2009 The La CCIM Chapter deserves to be Number 1 in its category as we achieved one of the biggest goals.. We connected membership throughout the State of Louisiana by offering educational programs and networking events statewide.
Finances The Louisiana CCIM Chapters success was reflected in a record of sponsorship dollars and revenue for FYE 2008. The chapter increased membership by 32 new members The golf tournament generated over $8,000 in revenue Sponsorship dollars in 2008 totaled $20,000. Current cash reserves stand at $98,000 FYE 2008 the La Chapter revenue was $130,000. The revenue generated throughout the year allowed the chapter to sponsor local educational classes, host networking events to recruit new members and connect with existing member and to assist in community development projects.
BUDGET 2008 Budget defined as revenue code membership 9001 sponsors 18000 gold $2000, silver $1000, bronze $500 9007 designees 5,250 CCIM pin holders only 9008 candidates 3360 registered with nat'l only 9010 affiliates 560 sponsors' employees 9012 regular 2,500 Realtors but not cand. or designees total membership income $29,670.00 education 9102 101 24000 traditional fall course 9103 104 18000 9101 102 18000 STDB total education income $60,000.00 symposium/forecast 9204 ticket sales 2,000 9203 sponsors 2,500 9198 first quarter mtng 500 CCIM Lunch - Newell Norman 9199 second quarter mtng (c boil) 900 Mike Anderson' - CCIM/CID crawfish boil 9200 third quarter mtng 800 Election Lunch 9201 fourth quarter mtng 2000 President's choice golf tourney 9206 golf tournament - sponsors 1500 9208 golf tournament - revenue 3000 October 10 Baton Rouge networking forums 9211 retail 500 Lakeside S. Center - June 18, 2007 office 9212-01 New Orleans/ Bus Tour 1000 Bus Tour May 29 - office 7 retail 9212-02 Baton Rouge 1000 CCIM/IREM Lunch- March 19 Lafayette & Shreveport 2000 July - August CCIM/CID total social income $17,700.00 9300 advertising 9299 interest income 1000 miscellaneous income total miscellaneous income $1,000.00 total net revenue $108,370.00 expenses general 9507 LREC Vendor Fee 165 9522 Surety Bond Expense 100 9529 legal & professional 350 9510 dues notices 500 9513 State filing 30 9516 gifts 1000 9519 publicity/nametags 150 9525 stationary/postage 1125 9528 administration 8400 9531 miscellaneous 1000 9533 bank charges 500 9535 conference calls 250 9540 web site 1000 total general expenses $14,570.00 travel 9601 mid year mtng 5,500 California 9607 fall mtg 5,000 Chicago 9610 sub travel (air/hotel) can be combined? 2000 9611 pinning dinner mtng 1500 9608 regional VP stipend 250 9612 Leadership training 3000 misc travel 1000 total travel expenses $18,250.00 education 9702 101 20000 9701 102 17000 9703 104 17000 9806 designee course 9705 scholorship differential 1000 9706 misc education 800 STDB education foundation 1000 total education expenses $56,800.00 social 9807 forecast 2000 November at Pan Am 9798 first quarter mtng 600 crawfish boil with CID 9799 second quarter mtng 1000 Mike Anderson's s 9800 third quarter mtng 900 Ralph's on the Park 9801 fourth quarter mtng 2000 President's choice 9811 golf tourney 3000 October 10 Location TBD 9814 ULI Symposium 9815 retail 500 9816-01 New Orleans/Bus Tour 1000 9816-02 Baton Rouge 1000 Lafayette 1000 Shreveport 1000 9817 misc social total social expenses 14000 miscellaneous 9900 advertising 4000 total misc expenses 4000 total gross expenses $ 107,620 NET INCOME $ 750 Prepared by Kirsten Early 2/16/2009 Page 1
Conclusion Thank you for reviewing our submission to the 2008 CCIM President s Cup Competition. Kirsten E. Early, CCIM