Society of Exchange Counselors

Plano, TX Agenda – (Jan. 2025)

Back to Package Administration

January 12-15, 2025
Hotel Ponte Vedra Inn Club
Plano, Texas

Society of Exchange Counselors

  • Ted Blank, S.E.C. – Meeting Manager
  • David Kanney, S.E.C. – Co-Meeting Manager
  • "Our Way of Life"
Meeting DateStart TimeEnd TimeDescriptionInformation
Sunday January 12, 2025
Sunday January 12th9:00 AM5:00 PMEducation Session - Bill Exeter, 1031 Exchange !!Bluestem
Sunday January 12th6:00 PM7:00 PMWelcome Cocktail Reception - Mentors and Guests - for those of you in town, meet each other NOW! Discuss meeting goals
Monday January 13, 2025
Monday January 13th6:00 AMWalkers/Runners/Joggers. - For your run, explore surrounding Plano.Meet in Hotel Lobby Registration Area
Monday January 13th7:30 AM8:30 AMGuest and Member Registration
Monday January 13th7:30 AM8:30 AMHosted guest Breakfast Program - Start your networking and get a better understanding of the process. Guests, make arrangements to meet your Mentor at the opening of the meeting1st - 4th Time Guest - Sunflower Returning Guests - 5 or More Meetings - Breakout Room
Monday January 13th8:15 AM8:45 AMS.E.C. Member Business MeetingPrairie Ballroom
Monday January 13th8:30 AM5:00 PMBreakout RoomBluestem 1-2
Monday January 13th8:30 AM10:00 AMSpouses and Friends Continental BreakfastBluestem 3
Monday January 13th8:30 AM8:45 AMOpening CeremoniesRich Schindler, SEC, Pledge of Allegiance, Eli Weisblum Invocation, Nick DeMarte, Pres.
Monday January 13th8:45 AM1:15 PMClick Here to Sign up for Moderated Package PresentationsDavid Kanney, SEC , Josh Tardy Technology Assistant, Richard Reno Spirit Guide
Monday January 13th8:45 AM9:15 AMWhat Am I doing different the next 4 years. Greg McLane, SEC
Monday January 13th9:15 AM10:15 AMQuick Pitches: From your seat. First or second main reason for being here.Moderated by: Wes Dingler, SEC and Brandon Sanders, SEC Spirit Guide Cliff Weaver
Monday January 13th10:15 AM10:45 AM1-2nd Time Guest PRE-Moderated Packages in the Book. Mentor/Invitor is ModeratorModerated by: Your Mentor or Invitor
Monday January 13th10:45 AM11:00 AMBreak – Reminder: Sign Up for PRE-Moderated PackagesDavid Kanney, SEC
Monday January 13th11:00 AM11:45 AMModerated new packages: 1st time in the book Moderated by: Steve Eustis, SEC and Paul Hakim, SEC Spirit Guide Jimmy Brondino
Monday January 13th11:45 AM12:00 PMMeet our SponsorsDerek Barker, SEC
Monday January 13th12:00 PM1:30 PMLUNCH - Please network with a guest or someone you don't know.
Monday January 13th1:30 PM1:45 PMExplain and start the Zander Board. Spirit Guide Bud ZanderBrandon Sanders, SEC with Spirit Guide Bud Zander
Monday January 13th1:45 PM2:45 PMProblem Solving session. Sign up in advance.Moderated by: Steve Barker, SEC and Dan Murphy, SEC with Richard RENO Spirit Guide
Monday January 13th2:45 PM3:00 PMQuick Pitches: 1st - 3rd time guestsModerated by: Noah Ruggieri, SEC
Monday January 13th3:00 PM3:20 PMBreak Time
Monday January 13th3:20 PM4:20 PMModerated Packages - Must be in the Book Moderated by: Larry Browning, SEC and , Derek Barker-SEC With Spirit Guide, Bill Broadbent
Monday January 13th4:20 PM5:00 PMCash and Paper Moderated By: Ron Bowden, SEC With Spirit Guide Hunter Quistgard
Monday January 13th6:00 PM7:00 PMCocktail Reception - Find someone new to go to Dinner after CocktailsFoyer of Prairie Ballroom
Tuesday January 14, 2025
Tuesday January 14th6:00 AMWalkers/Runners/JoggersMeet in Hotel Lobby Registration Area
Tuesday January 14th7:30 AM8:30 AMFellowship Gathering - All are welcome Break Out RoomJoin others for special sharing -
Tuesday January 14th9:00 AM9:30 AMThoughts on Formulas from our Spirit Guide Bob Steele. My favorite formula.Moderated by: Gary Vandenberg, SEC with Room Input Spirit Guide Bob Steele
Tuesday January 14th9:30 AM10:30 AMSyndication Deals. Moderated Packages with Back-Up Information. Describe the Project and the Players, Total Raise, Minimum Investment, Basic Structure, Timing.Moderated by: Stewart Scovil, SEC and Nick Esterline, SEC with Spirit Guide Jack Hunt
Tuesday January 14th10:30 AM10:45 AMBreak
Tuesday January 14th10:45 AM11:00 AMQuick Pitches Not in Book OKModerated by: Noah Ruggieri, SEC
Tuesday January 14th11:00 AM11:50 AMModerated PackagesModerated by: Nate Kanney, SEC and Brian Connor, SEC with Spirit Guide Chuck Chatham
Tuesday January 14th11:50 AM12:00 PMMeet our SponsorsDerek Barker, SEC
Tuesday January 14th12:00 PM1:20 PMLunch on your own. Be back on time for the Spirit Guide RENO at 1:20
Tuesday January 14th1:20 PM1:30 PMComments from Dick Reno
Tuesday January 14th1:30 PM1:45 PMZander Board Update - get ready to do a deal at the end of the day todayModerated by: Brandon Sanders and Spirit Guide Bud Zander
Tuesday January 14th1:45 PM2:45 PMModerated Packages: Tell us your big upside deal. High Cap RateModerated by: Jon England, SEC and John Brennan, SEC with Spirit Guide Cliff Weaver
Tuesday January 14th2:45 PM3:00 PMS.E.C. Success StoryDiscussion led by: Vicki Yeomans, SEC with Spirit Guide Yvonne Nasche
Tuesday January 14th3:00 PM3:15 PMBreak
Tuesday January 14th3:15 PM4:00 PMModerated Packages: It's been in the book too long or Client and I are highly motivated.Moderated by: Bill Richert, SEC and David Cook, SEC Spirit Guide Royce Ringsdorf
Tuesday January 14th4:00 PM4:30 PMThis meeting has my formula head buzzing. What did you hear you learned/liked. New ideas. New formulas.Moderated by: Chuck Sutherland, SEC with Spirit Guide Wally Walker
Tuesday January 14th4:30 PM5:00 PMZander Board - write out the deal and get it doneModerated by: Brandon Sanders, SEC with Spirit Guide Bud Zander
Tuesday January 14th5:00 PM5:15 PM1st through 4th Time Guests meet with President at the back of the meeting room.Nick DeMarte SEC President
Tuesday January 14th6:00 PMMember 's Annual Awards BanquetBluestem
Tuesday January 14th6:00 PM11:59 PMIf you did not go to the Awards BanquetMeet in the bar and posse up for dinner.
Wednesday January 15, 2025
Wednesday January 15th6:00 AMWalkers/Runners/LoggersMeet in Hotel Lobby Registration Area
Wednesday January 15th9:00 AM3:45 PMWednesday will continue to be a strong marketing day.
Wednesday January 15th9:00 AM9:45 AMJason Dillard MagicModerated by: Jason Dillard, SEC with Spirit Guide Jim Misko
Wednesday January 15th9:45 AM10:30 AMI still need to present or I presented and received little interest.Moderated by: Sam Ray, SEC With Spirit Guide Chuck Chatham
Wednesday January 15th10:30 AM10:45 AMBreak or check out of your room.
Wednesday January 15th10:45 AM11:15 AMA Room Discussion of how you use AI. Led By: Jason Mittman, SEC Group Participation
Wednesday January 15th11:15 AM12:00 PMWhich prior session did you want more of. We will do it now!! Moderated, Quick Pitches, Problem Solving, Formulas.Moderated by: Ted Blank, SEC and Mark Johnson, SEC Spirit Guide Richard Reno
Wednesday January 15th12:00 PM1:00 PMOne hour lunch. Hurry back for special Guest Speaker
Wednesday January 15th1:15 PM2:15 PMSpecial Guest Speaker, Mike Rader, Inductee to Texas Commercial RE Hall of Fame.
Wednesday January 15th2:15 PM3:00 PMWhatever is needed to help you have a successful meeting.Moderated by Ted Blank with Group participation. Final RENO wrapup.
Wednesday January 15th3:00 PM3:45 PMUse my equity in your deal. Inventory the equity.Moderated by Steve Fithian, SEC. Spirit Guide Richard Reno.
Wednesday January 15th4:00 PM5:30 PMSpecial Event for anyone who stayed over. Walk to Cowboys Practice Stadium. aka Ford Center
Wednesday January 15th6:00 PMCocktails at SideCar Social. Walking distance

FOLLOW UP IS CRITICAL, DON’T LEAVE THE MEETING WITHOUT A PLAN ON HOW TO EXECUTE THE DEALS YOU DISCUSSED!!

Society of Exchange Counselors
Contact Us
Member Login
Copyright 2025 © Society of Exchange Counselors. All Rights Reserved.

Quick Paper Entry

Quick Cash Entry

Quick Have Want Entry