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March Agenda
March 17 - 20, 2024
Ballantyne Hotel
Charlotte, NC
- Mark Mayfield, S.E.C. – Meeting Manager
- Mark Johnson, S.E.C. – Co-Meeting Manager
- Meeting Theme – 'The SEC Way'
| Meeting Date | Start Time | End Time | Description | Information |
|---|---|---|---|---|
| Sunday, March 17th | 9:00 AM | 5:00 PM | Education Session - Nick DeMarte and Stewart Scovil will be teaching a class on the benefits of partnerships and syndications. Note: you must register and pay for this course separately. | Union |
| Sunday, March 17th | 6:00 PM | 7:00 PM | Welcome Cocktail Reception | Event Lawn |
| Monday, March 18th | 6:00 AM | Walkers/Runners/Joggers | Meet in Hotel Lobby Registration Area | |
| Monday, March 18th | 7:30 AM | 8:30 AM | Guest and Member Registration | Ballantyne B Foyer |
| Monday, March 18th | 7:45 AM | 8:30 AM | Guest Breakfast Program | Carolina |
| Monday, March 18th | 8:00 AM | 8:30 AM | S.E.C. Member Business Meeting | Ballantyne Ballroom |
| Monday, March 18th | 8:30 AM | 5:00 PM | Breakout Room | Union |
| Monday, March 18th | 8:30 AM | 10:00 AM | Spouses and Friends Continental Breakfast | Private Dining Room |
| Monday, March 18th | 8:30 AM | 8:45 AM | Opening Ceremonies | Welcome: Dan Kessler, S.E.C. Invocation: Monte Froelich, S.E.C. Pledge of Allegiance: Lance Warner, S.E.C. President’s Remarks: Mark Lechner, S.E.C. Meeting Manager Comments: Mark Mayfield, S.E.C. Moderated Presentations - Must Sign-Ups for pre-moderation Power of the Room – We need you in the room and participating |
| Monday, March 18th | 8:45 AM | 9:45 AM | Quick Pitches: Top Priority for Meeting; What do you want to accomplish; Guests First | Moderated by: Peter West, S.E.C. and Dan Kessler, S.E.C. |
| Monday, March 18th | 9:45 AM | 10:45 AM | Quick Pitches – Cash and Paper or 1031 Clock Ticking | Moderated by: Larry Browning, S.E.C. and Josh Fox, S.E.C. |
| Monday, March 18th | 10:45 AM | 11:00 AM | Break – Sign Up for Moderation | |
| Monday, March 18th | 11:00 AM | 11:45 AM | Special Speaker/QandA: Scott Williams, SVP, Investment Director Lincoln Property Company | Moderated by: Steve Barker, S.E.C. |
| Monday, March 18th | 11:45 AM | 12:00 PM | Meet our Sponsors for the Charlotte Meeting | |
| Monday, March 18th | 12:00 PM | 1:15 PM | LUNCH | |
| Monday, March 18th | 1:15 PM | 1:30 PM | How I Got Involved and Succeeded in the S.E.C. | Led by: Tyler Nepote, S.E.C. |
| Monday, March 18th | 1:30 PM | 2:15 PM | Moderated Packages With 1st and 2nd Time Guests | Moderated by: Bryan Neal, S.E.C. and Stewart Scovil, S.E.C. |
| Monday, March 18th | 2:15 PM | 3:00 PM | Moderated Packages With Multiple Benefits Strong Existing Cap Rates Readily Attainable Upside, True Don’t Wanters Must be in the Book and Client Has Been Thoroughly Counseled! | Moderated by: Nick Demarte, S.E.C. and Corey Bishop, S.E.C. |
| Monday, March 18th | 3:00 PM | 3:15 PM | Break Time | |
| Monday, March 18th | 3:15 PM | 3:45 PM | Zander Board and Success Story | Moderated by: Brandon Sanders, S.E.C. and Gary Vandenberg, S.E.C. |
| Monday, March 18th | 3:45 PM | 4:00 PM | Successful Deal Story/Formula | Moderated by: Sandra Campagna, S.E.C. |
| Monday, March 18th | 4:00 PM | 4:30 PM | Your Price - My Terms or My Price - Your Terms! Must-Have Benefits!!!!!!! | Moderated by: Ted Blank, S.E.C. and Steve Eustis, S.E.C. |
| Monday, March 18th | 4:30 PM | 5:00 PM | I have paper and want to buy your property I have property and want your paper and cash | Moderated by: Blake Allen (Candidate) and Jason Dillard, S.E.C. |
| Monday, March 18th | 6:00 PM | 7:00 PM | Cocktail Reception - All registered Attendees and Spouse/Guests are Invited | Event Lawn/Atrium outside of Union |
| Tuesday, March 19th | 6:00 AM | Walkers/Runners/Joggers | Meet in Hotel Lobby Registration Area | |
| Tuesday, March 19th | 7:15 AM | 8:30 AM | Fellowship Get Together | Join others for special sharing in Union |
| Tuesday, March 19th | 9:00 AM | 9:15 AM | My best Formula and how I use it in this room! | Moderated by: Brian Connor, S.E.C. |
| Tuesday, March 19th | 9:15 AM | 9:45 AM | Have or Want Benefits Only; Quick Pitches! Get out your Benefits sheets for each property you have! | Moderated by: Monte Froelich, S.E.C. and Ron Bowden, S.E.C. |
| Tuesday, March 19th | 9:45 AM | 10:30 AM | Syndication Deals. Moderated Packages with Back-Up Information. Describe the Project and the Players, Total Raise, Minimum Investment, Basic Structure, Timing. | Moderated by: John Tyler, S.E.C. and Derek Barker, S.E.C. |
| Tuesday, March 19th | 10:30 AM | 10:45 AM | Break | |
| Tuesday, March 19th | 10:45 AM | 11:00 AM | Quick Pitches | Moderated by: Nick Nichols, S.E.C. and Jason Mittman, S.E.C. |
| Tuesday, March 19th | 11:00 AM | 11:30 AM | Moderated Packages | Moderated by: Chuck Sutherland, S.E.C. and Don Tardy, S.E.C. |
| Tuesday, March 19th | 11:30 AM | 12:00 PM | Murphy’s Laws: Mistakes I’ve Made/Horror Stories | Moderated by: Dan Murphy, S.E.C. |
| Tuesday, March 19th | 12:00 PM | 12:15 AM | Meet our Sponsors for the Charlotte Meeting | |
| Tuesday, March 19th | 12:15 PM | 1:30 PM | Lunch Break | |
| Tuesday, March 19th | 1:30 PM | 2:00 PM | Zander Board Update | Moderated by: Brandon Sanders, S.E.C. and Gary Vandenberg, S.E.C. |
| Tuesday, March 19th | 2:00 PM | 2:45 PM | Let Us Help You Solve Your Problem | Moderated by: Larry Browning, S.E.C. and Ron Bowden, S.E.C. |
| Tuesday, March 19th | 2:45 PM | 3:00 PM | S.E.C. Success Story | Lead by: Nathan Kanney, S.E.C. |
| Tuesday, March 19th | 3:00 PM | 3:15 PM | Quick Break | |
| Tuesday, March 19th | 3:15 PM | 4:00 PM | Moderated quick pitches for anyone who has not pitched anything yet. Be ready your name may get called. Who needs a 3rd leg? | Moderated by: Peter West, S.E.C. and Ted Blank, S.E.C. |
| Tuesday, March 19th | 4:00 PM | 5:00 PM | Where are the Opportunities in Today’s Market; Potential downfalls moving forward; 2024 Prognostication | Panel – Nick Esterline, S.E.C. | Bryan Neal, S.E.C. | Vicki Yeomans, S.E.C. | Jason Mittman, S.E.C. |
| Tuesday, March 19th | Guests meet with President and Production back of the meeting room. | |||
| Tuesday, March 19th | 6:00 PM | 7:00 PM | Cocktail Reception - All registered Attendees and Spouse/Guests are Invited | Event Lawn/Atrium outside of Union |
| Wednesday, March 20 | 6:00 AM | Walkers/Runners/Joggers | Meet in Hotel Lobby Registration Area | |
| Wednesday, March 20 | 9:00 AM | 9:45 AM | Any package that has been in the book forever. Let’s get a deal or dump it! | Moderated by: Josh Fox, S.E.C. & Joe Crowley, S.E.C. |
| Wednesday, March 20 | 9:45 AM | 10:30 AM | Let’s Put Transactions Together. Write an Actual Offer/Zander Board | Moderated by: Gary Vandenburg, S.E.C. and Brandon Sanders, S.E.C. |
| Wednesday, March 20 | 10:30 AM | 11:00 AM | Break - Check out of your room on time! | |
| Wednesday, March 20 | 11:00 AM | 11:30 AM | Quick Pitches | Moderated by: Brian Conner, S.E.C. and Dan Murphy, S.E.C. |
| Wednesday, March 20 | 11:30 AM | 12:00 PM | Frustration – I follow-up, I get no attention, I can’t get the deal closed; What am I doing wrong? | Moderated by: Mark Johnson, S.E.C. and Steve Barker, S.E.C. |
| Wednesday, March 20 | 12:00 PM | 1:30 PM | Lunch Break | (Last Chance to Meet Someone New) |
| Wednesday, March 20 | 1:30 PM | TBD | Problem Solving: Last Chance to Pitch Anything Including Yourself! | |
| Wednesday, March 20 | Adjourn: See you in Quebec City - DON'T FORGET THAT YOU NEED A PASSPORT!! | |||
| Wednesday, March 20 | 1:30 PM | TBD | Problem Solving: Last Chance to Pitch Anything Including Yourself! | Moderated by: Blake Allen and Jason Dillard |
| Wednesday, March 20 | Adjourn: See you in Quebec City - DON'T FORGET THAT YOU NEED A PASSPORT!! |
FOLLOW UP IS CRITICAL, DON’T LEAVE THE MEETING WITHOUT A PLAN ON HOW TO EXECUTE THE DEALS YOU DISCUSSED!!
