Plano, TX Agenda – (Jan. 2025)
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 Date | Start Time | End Time | Description | Information |
|---|---|---|---|---|
| Sunday January 12, 2025 | ||||
| Sunday January 12th | 9:00 AM | 5:00 PM | Education Session - Bill Exeter, 1031 Exchange !! | Bluestem |
| Sunday January 12th | 6:00 PM | 7:00 PM | Welcome Cocktail Reception - Mentors and Guests - for those of you in town, meet each other NOW! Discuss meeting goals | |
| Monday January 13, 2025 | ||||
| Monday January 13th | 6:00 AM | Walkers/Runners/Joggers. - For your run, explore surrounding Plano. | Meet in Hotel Lobby Registration Area | |
| Monday January 13th | 7:30 AM | 8:30 AM | Guest and Member Registration | |
| Monday January 13th | 7:30 AM | 8:30 AM | Hosted 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 meeting | 1st - 4th Time Guest - Sunflower Returning Guests - 5 or More Meetings - Breakout Room |
| Monday January 13th | 8:15 AM | 8:45 AM | S.E.C. Member Business Meeting | Prairie Ballroom |
| Monday January 13th | 8:30 AM | 5:00 PM | Breakout Room | Bluestem 1-2 |
| Monday January 13th | 8:30 AM | 10:00 AM | Spouses and Friends Continental Breakfast | Bluestem 3 |
| Monday January 13th | 8:30 AM | 8:45 AM | Opening Ceremonies | Rich Schindler, SEC, Pledge of Allegiance, Eli Weisblum Invocation, Nick DeMarte, Pres. |
| Monday January 13th | 8:45 AM | 1:15 PM | Click Here to Sign up for Moderated Package Presentations | David Kanney, SEC , Josh Tardy Technology Assistant, Richard Reno Spirit Guide |
| Monday January 13th | 8:45 AM | 9:15 AM | What Am I doing different the next 4 years. | Greg McLane, SEC |
| Monday January 13th | 9:15 AM | 10:15 AM | Quick 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 13th | 10:15 AM | 10:45 AM | 1-2nd Time Guest PRE-Moderated Packages in the Book. Mentor/Invitor is Moderator | Moderated by: Your Mentor or Invitor |
| Monday January 13th | 10:45 AM | 11:00 AM | Break – Reminder: Sign Up for PRE-Moderated Packages | David Kanney, SEC |
| Monday January 13th | 11:00 AM | 11:45 AM | Moderated new packages: 1st time in the book | Moderated by: Steve Eustis, SEC and Paul Hakim, SEC Spirit Guide Jimmy Brondino |
| Monday January 13th | 11:45 AM | 12:00 PM | Meet our Sponsors | Derek Barker, SEC |
| Monday January 13th | 12:00 PM | 1:30 PM | LUNCH - Please network with a guest or someone you don't know. | |
| Monday January 13th | 1:30 PM | 1:45 PM | Explain and start the Zander Board. Spirit Guide Bud Zander | Brandon Sanders, SEC with Spirit Guide Bud Zander |
| Monday January 13th | 1:45 PM | 2:45 PM | Problem Solving session. Sign up in advance. | Moderated by: Steve Barker, SEC and Dan Murphy, SEC with Richard RENO Spirit Guide |
| Monday January 13th | 2:45 PM | 3:00 PM | Quick Pitches: 1st - 3rd time guests | Moderated by: Noah Ruggieri, SEC |
| Monday January 13th | 3:00 PM | 3:20 PM | Break Time | |
| Monday January 13th | 3:20 PM | 4:20 PM | Moderated Packages - Must be in the Book | Moderated by: Larry Browning, SEC and , Derek Barker-SEC With Spirit Guide, Bill Broadbent |
| Monday January 13th | 4:20 PM | 5:00 PM | Cash and Paper | Moderated By: Ron Bowden, SEC With Spirit Guide Hunter Quistgard |
| Monday January 13th | 6:00 PM | 7:00 PM | Cocktail Reception - Find someone new to go to Dinner after Cocktails | Foyer of Prairie Ballroom |
| Tuesday January 14, 2025 | ||||
| Tuesday January 14th | 6:00 AM | Walkers/Runners/Joggers | Meet in Hotel Lobby Registration Area | |
| Tuesday January 14th | 7:30 AM | 8:30 AM | Fellowship Gathering - All are welcome Break Out Room | Join others for special sharing - |
| Tuesday January 14th | 9:00 AM | 9:30 AM | Thoughts 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 14th | 9:30 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: Stewart Scovil, SEC and Nick Esterline, SEC with Spirit Guide Jack Hunt |
| Tuesday January 14th | 10:30 AM | 10:45 AM | Break | |
| Tuesday January 14th | 10:45 AM | 11:00 AM | Quick Pitches Not in Book OK | Moderated by: Noah Ruggieri, SEC |
| Tuesday January 14th | 11:00 AM | 11:50 AM | Moderated Packages | Moderated by: Nate Kanney, SEC and Brian Connor, SEC with Spirit Guide Chuck Chatham |
| Tuesday January 14th | 11:50 AM | 12:00 PM | Meet our Sponsors | Derek Barker, SEC |
| Tuesday January 14th | 12:00 PM | 1:20 PM | Lunch on your own. Be back on time for the Spirit Guide RENO at 1:20 | |
| Tuesday January 14th | 1:20 PM | 1:30 PM | Comments from Dick Reno | |
| Tuesday January 14th | 1:30 PM | 1:45 PM | Zander Board Update - get ready to do a deal at the end of the day today | Moderated by: Brandon Sanders and Spirit Guide Bud Zander |
| Tuesday January 14th | 1:45 PM | 2:45 PM | Moderated Packages: Tell us your big upside deal. High Cap Rate | Moderated by: Jon England, SEC and John Brennan, SEC with Spirit Guide Cliff Weaver |
| Tuesday January 14th | 2:45 PM | 3:00 PM | S.E.C. Success Story | Discussion led by: Vicki Yeomans, SEC with Spirit Guide Yvonne Nasche |
| Tuesday January 14th | 3:00 PM | 3:15 PM | Break | |
| Tuesday January 14th | 3:15 PM | 4:00 PM | Moderated 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 14th | 4:00 PM | 4:30 PM | This 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 14th | 4:30 PM | 5:00 PM | Zander Board - write out the deal and get it done | Moderated by: Brandon Sanders, SEC with Spirit Guide Bud Zander |
| Tuesday January 14th | 5:00 PM | 5:15 PM | 1st through 4th Time Guests meet with President at the back of the meeting room. | Nick DeMarte SEC President |
| Tuesday January 14th | 6:00 PM | Member 's Annual Awards Banquet | Bluestem | |
| Tuesday January 14th | 6:00 PM | 11:59 PM | If you did not go to the Awards Banquet | Meet in the bar and posse up for dinner. |
| Wednesday January 15, 2025 | ||||
| Wednesday January 15th | 6:00 AM | Walkers/Runners/Loggers | Meet in Hotel Lobby Registration Area | |
| Wednesday January 15th | 9:00 AM | 3:45 PM | Wednesday will continue to be a strong marketing day. | |
| Wednesday January 15th | 9:00 AM | 9:45 AM | Jason Dillard Magic | Moderated by: Jason Dillard, SEC with Spirit Guide Jim Misko |
| Wednesday January 15th | 9:45 AM | 10:30 AM | I still need to present or I presented and received little interest. | Moderated by: Sam Ray, SEC With Spirit Guide Chuck Chatham |
| Wednesday January 15th | 10:30 AM | 10:45 AM | Break or check out of your room. | |
| Wednesday January 15th | 10:45 AM | 11:15 AM | A Room Discussion of how you use AI. | Led By: Jason Mittman, SEC Group Participation |
| Wednesday January 15th | 11:15 AM | 12:00 PM | Which 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 15th | 12:00 PM | 1:00 PM | One hour lunch. Hurry back for special Guest Speaker | |
| Wednesday January 15th | 1:15 PM | 2:15 PM | Special Guest Speaker, Mike Rader, Inductee to Texas Commercial RE Hall of Fame. | |
| Wednesday January 15th | 2:15 PM | 3:00 PM | Whatever is needed to help you have a successful meeting. | Moderated by Ted Blank with Group participation. Final RENO wrapup. |
| Wednesday January 15th | 3:00 PM | 3:45 PM | Use my equity in your deal. Inventory the equity. | Moderated by Steve Fithian, SEC. Spirit Guide Richard Reno. |
| Wednesday January 15th | 4:00 PM | 5:30 PM | Special Event for anyone who stayed over. Walk to Cowboys Practice Stadium. aka Ford Center | |
| Wednesday January 15th | 6:00 PM | Cocktails 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!!
