Exhibitor Presentations

Exhibitor Presentation Schedule:

8:30am - 9:00am: Paperless Agent

If your New Year resolutions include selling more real estate, taking more time off, earning a better Gross Commission Income… Then you don’t want to miss this training! We’re going to share 12 MONTHS worth of campaigns, strategies, templates, and tools for producing quality leads all year long.

During the webinar, you’re going to learn...
• A full 12-month marketing calendar with all of the ideas, campaigns, and templates to help you generate more leads, listings, and commissions year round.
• A simple email template that filled our pipeline with over $80k in commissions in less than 4 weeks.
• A script to turn an unlikely source of fans and advocates into human-billboards to build up your presence in your local marketplace.
• How to deploy “omnipresent marketing” to garner more clients and word of mouth business.
• The “bullet proof" campaign for quickly finding those ready-to-act prospects and quick commissions.
• Tools to turn more leads into customers and door-stomping advocates.

Don’t miss your chance to get ahead of the curve and knockout your 2019 marketing calendar today!

Presenter: Garry Creath, Paperless Agent

9:00am - 9:30am: Increasing Revenue and Results in Today’s Marketplace

Have you noticed that old selling techniques are not as effective today? Our business is becoming a commodity, but people are searching for leadership. Learn how to truly differentiate yourself, build synergistic relationships and provide the leadership your clients want! Then, learn how to keep more money by using the new tax code to your advantage. Justice Learned Hand once said, “There are two systems of taxation in our country: one for the informed and one for the uninformed.” It’s time to join the informed system!

Presenter: Michelle Bertram, Bertram Financial 

9:30am - 10:00am: You Know Phishing is Not Fishing, Right?

Join us for a lively discussion about cyber exposures for real estate professionals.  We will look at ways to avoid becoming a victim with some simple tips and information about protecting your firm with insurance coverage. 

Presenter: Lisa Scoble, Vice President of Program Business, Pearl Insurance

10:00am - 10:30am: Learn How to Build Wealth with 1031 Exchanges

A 1031 exchange can be intimidating, but properly using this tool can benefit you and your practice. Learn everything about a 1031 exchange including when to use one, the benefits, and how to successfully complete a transaction.  

Presenter: Lauren Speidel, Business Development Officer, Exeter 1031 Exchange Services LLC

10:30am - 11:00am: Managing Energy Costs, Maximizing Comfort

Everyone wants to live in a home that is comfortable, safe and affordable to operate. Focus on Energy, Wisconsin’s energy efficiency and renewable resource program, empowers your clients to make smart energy decisions with tangible economic benefits. Learn about free energy-saving packs and financial incentives available to your homebuyers, and help them get the most out of their new investment.   

Presenter: Steve Pipson, Sr. Field Specialist, Focus on Energy

11:00am -11:30am: Discover Top-Performers with ShowingTime’s MarketView Broker

The beginning of the year is the perfect time to focus on recruiting top-performing agents and coaching your current agents for the upcoming busy season. That's why we're excited to give you a look at our newest product, MarketView Broker.

With MarketView Broker you can:

• Create recruiting watch lists to track the sales of top-performing agents

• Know the market share of every agent, office and firm in your area

• Review sales activity for your office and agents vs. competitors

• Identify the best market opportunities for growth

Ready to learn more? Join us and see how MarketView Broker can help you grow your business in 2019.  

Presenter: Benn Jackson, Sr. Account Executive, ShowingTime

11:30am - 12:00pm: Maximizing your zipLogix™ NAR Transaction Management Benefit

zipLogix™ and the National Association of REALTORS® provide members with access to a suite of transaction tools that every member needs to prosper in today’s dynamic real estate market. In this session, learn how to get the most out of your zipLogix™ member benefit. 

Presenter: Mike Sitko, Senior National Account Representative at zipLogix™

Garry Creath

Co-founder - The Paperless Agent

After receiving national recognition from Apple, Evernote, Inman and others for their innovative use of technology in real estate, Garry co-founded The Paperless Agent to help other agents make their lives easier and close more deals with technology.  

Together with Chris Scott, a marketing and real estate business expert, Garry and Chris help agents make their lives easier, save time and money, and grow their businesses by mastering the latest technology and digital marketing strategies!

Michelle Bertram

Bertram Financial

As a financial speaker, author, insurance professional and Investment Adviser Representative, Michelle Bertram has dedicated her career to showing retirees and pre-retirees how to avoid retirement pitfalls.

A top-rated speaker at financial seminars hosted at universities such as the University of Wisconsin-Platteville, she also shares her financial wisdom as a regular guest on radio, including WEKZ-FM. She has worked with many groups of pre-retirees, including employees of John Deere, Lands’ End, Wisconsin State and the federal government.

Michelle earned an associate’s degree in psychology from Ashworth College. She uses her knowledge to help benefit not only retirees and pre-retirees, but also the community through her work with the nonprofit organization she founded that focuses on working with local youth and supporting orphanages in Haiti.

Michelle lives with her two adopted sons, Asa and Asher, in Mineral Point. She enjoys spending time with her boys and cheering on her favorite sports teams, especially the Pointers and the Badgers.

Lisa Scoble, CIC, CRM

Vice President - Program Business, Pearl Insurance

Lisa has managed the Real Estate Errors and Omissions program for Pearl Insurance since 1994.  She is currently Pearl’s Vice President of Program Business with a concentration on risk management, product development and managing Pearl’s Strategic Partner relationships.

Lisa assisted in the development of Pearl’s risk management program, which includes industry-wide information, claim data provided by the XL Catlin Insurance Group as well as information from National Association of Realtors.  

She has conducted risk management seminars for Pearl insureds as well as state and local associations and franchise groups throughout the country.  

Lisa has also held her Real Estate license in Michigan for over 20 years in an effort to keep abreast of issues in the Real Estate market.  She also holds her Certified Insurance Counselor and Certified Risk Manager designations from the National Alliance. 

Lauren Speidel

Business Development Officer, Exeter 1031 Exchange Services, LLC

Lauren Speidel is the Business Development Officer for Exeter 1031 Exchange Services, LLC, Exeter Reverse 1031 Exchange Services, LLC and its affiliate companies.  Lauren is based in the company's Midwest Regional office located in Chicago, Illinois.  

Mrs. Speidel joined Exeter 1031 Exchange Services, LLC in 2017.  She is responsible for sales, marketing and client relationship management for the Midwest including, but not limited to, Illinois, Wisconsin, Minnesota, Michigan, Ohio, Indiana, Iowa, and Missouri.   

Lauren can assist clients with Forward 1031 Exchanges, Reverse 1031 Exchanges and Improvement 1031 Exchanges. She has worked extensively with financial planners, settlement agents, real estate agents and brokers, closing attorneys, registered representatives and accountants in the administration of their clients' 1031 Exchange transactions. 

Professional Experience 
Prior to joining Exeter, Lauren was Assistant Vice President of Internal Sales for Inland Securities Corporation. For nearly a decade, Lauren helped Inland Securities with capital raise efforts for all securities investments including REITS, Limited Partnerships, Tenant-in-Commons (TICs) and Delaware Statutory Trusts (DSTs). She also assisted and educated financial advisors and investors on 1031 Exchanges and possible DST/TIC replacement property options.  

Prior to joining Inland Securities Corporation, Lauren worked for Chicago Bancorp (now known as Chicago Federal Savings Bank) as a Mortgage Processor. 

Education and Licenses 
Lauren received her Bachelor of Arts from the University of Iowa. Lauren currently holds her Series 7 and Series 63 licenses. 

Professional Associations 
Lauren is involved in the community as a member and participant of several professional associations, including the Chicago Association of Realtors - CommercialForum, Commercial Real Estate Executive Women of Chicago, and The Professional Women’s Club of Chicago. She is also active in National Association of Realtors (NAR) and Real Estate Investment Securities Association (REISA, formerly TICA). 

Steve Pipson

Focus on Energy

Benn Jackson

Senior Account Executive - ShowingTime

Michael Sitko

Senior National Account Representative - zipLogix™

Components visible upon registration.