The Member Retreat: Level Up 2025

Description

1. The Member Retreat: Level Up 2025
2. Presented by NWBOR & Wyoming REALTORS®
3. Elevate your knowledge, your network, and your next move.
4. May 13th and 14th, 2025
5. Holiday Inn -Cody, WY 

Member Retreat – Level Up 2025

Schedule

🗓️ DAY 1 – TUESDAY, MAY 13, 2025

Location: Holiday Inn Cody – Convention Center

8:00 AM – 9:00 AM | Breakfast & Welcome (Main Ballroom – Everyone)

Sponsored by Wyoming REALTORS®
Meet & Greet Speakers:

• Annie Wedgwood – President, Wyoming REALTORS®
• Nicole Novotny-Smith – CEO, Wyoming REALTORS®
• Rachel Vardiman – Northwest Wyoming DVP, Wyoming REALTORS®
• Laurie Urbigkit – Government Affairs Director, Wyoming REALTORS®
• Kameron Ritter – Investigator, Wyoming Real Estate Commission
• Mike Lansing – Legal Counsel
• Rick Brasher – Chair, Wyoming REALTORS® Forms Committee

9:00 AM – 9:45 AM | REALTOR® Membership & Professionalism (Main Ballroom – Everyone)

Speakers:

• Annie Wedgwood, Nicole Novotny-Smith and Laurie Urbigkit, Wyoming REALTORS®
• Kameron Ritter – Investigator, Wyoming Real Estate Commission
• Mike Lansing – Legal Counsel, Wyoming REALTORS® and NWBOR

9:45 AM – 10:00 AM | Leadership & Instructor Introductions (Main Ballroom – Everyone)

• Overview of the event
• What to Expect in Breakout Sessions
• Meet the Trainers and MLS Committee Leaders
• Transition to Breakout Rooms

10:00 AM – 12:00 PM | Breakout Rotations 

📝 Note:
Breakout sessions are built into each rotation to gather feedback for system improvements and member needs.

12:00 PM – 1:00 PM | Keynote & Lunch (Main Ballroom – Everyone)

Lunch: Taco Bar 🌮 – Sponsored by NWBOR
Keynote Speaker: Lauren Broiler Newton
An inspiring address on achieving full-spectrum success: practical strategies for growing your business while maintaining balance and fulfillment.

1:00 PM – 2:00 PM | Final Breakout Block

📍 Taggert 1 – Succession Planning & Brokers-Only Meeting
Facilitators: WAR Representatives, Wyoming Real Estate Commission (WREC), and Legal Counsel
Topics include leadership transitions, broker responsibilities, legal updates, and planning for continuity in brokerage operations.

📍 Main Ballroom – Sentrilock, ShowingTime, & Forewarn Overview (For Admins and Agents)
An overview of key tools used in daily operations, including secure showing management, client safety resources, and communication features.

📍 Taggert 2 – Appraiser-Only Paragon & CRS Training (Continues through 3:00 PM)
Topic: Appraisers & Paragon – How Appraisers Use Property Searches and Reports
Focus Areas:

• Creating and saving appraiser-specific searches
• Using mapping and advanced search functions
• Building custom spreadsheets
• Running Market Conditions Reports (Fannie Mae 1004 MC / Freddie Mac 71)
• Exporting Paragon data for use in 3rd-party appraisal software

2:00 PM – 3:00 PM | Affiliate Industry Insights Panel (Main Ballroom – Everyone)

Join a dynamic roundtable discussion featuring local lenders, title experts, home inspectors, and surveyors. Each panelist will share critical insights from their side of the transaction, including trends in buyer behavior, lending hurdles, title and closing delays, inspection pitfalls, insurance coverage challenges, and survey-related red flags.

3:00 PM – 4:30 PM | WAR Forms Training (Main Ballroom – Everyone)

Speakers: WAR Representatives, Legal Counsel, WREI, and WREC
Topics:

• New contracts and forms!
• Changes and compliance
• Extended Q&A

4:30 PM – 5:00 PM | Wrap-Up & Final Q&A (Main Ballroom – Everyone)

• Final Questions
• Board Updates and News
• Resources & Follow-Up
• Closing Remarks
• Thank You to Sponsors

🗓️ DAY 2 – WEDNESDAY, MAY 14, 2025

Location: Holiday Inn Main Ballroom – All Members Welcome
Instructors: Nikki (CRS Data) & Gary (Paragon MLS)

8:00 AM – 12:00 PM | Morning Session: Core Tools & Best Practices

1. Customizing Your Dashboard for Efficiency

• Personalize your Paragon home screen
• Add shortcuts and widgets for faster access

2. Mastering Property Searches (✔ Search Requirement)

• Create powerful searches using Major Areas
• Understand the role of Minor Areas (and why they stay)
• Map Search techniques with CRS boundary layers
• Advanced search filters: Contains, Does Not Contain, Date Ranges, etc.
• Save and reuse searches for client alerts

3. Listing Input & Maintenance Using CRS (✔ Listing Maintenance Requirement)

• Auto-fill listing details from CRS tax records
• Correct/update data with fewer errors
• Avoid duplicate or incomplete listings
• Practical walkthrough using real examples

4. Hands-On Practice Throughout

• Guided exercises by instructors

12:00 PM – 1:00 PM | Lunch & Guest Speaker (Main Ballroom)

Speaker: Terry Call – Park County Assessor
Lunch Registration was Required – Pasta and Salad Bar

Join Park County Assessor Terry Call for a practical overview of the property assessment process, including how property taxes are calculated, key dates, and common exemptions. He’ll also cover topics relevant to real estate professionals such as tax proration at closing, square footage discrepancies, land splits, manufactured home assessments, and correcting parcel data. This session will highlight recent trends and explore ways the Assessor’s Office and REALTORS® can collaborate to improve data accuracy. Open Q&A

1:00 PM – 5:00 PM | Afternoon Session: Advanced Tools & Workflow Optimization

5. Building CMAs with Paragon + CRS (✔ CMA Requirement)

• Easy CMA and Paragon Pro CMA walkthrough
• Comp selection and pricing strategies
• Custom layouts and client presentations
• Integrating CRS public record reports

6. Managing Client Engagement in Collab Center (✔ Collab Center Requirement)

• Setting up searches and assigning clients
• How to verify email activity and client views
• Troubleshooting delivery issues
• Adjusting search frequency and filters

7. Creating and Exporting Reports (✔ Report Requirement)

• Build agent-facing and client-facing reports
• Export market and listing data
• Format and customize outputs for different uses

8. Real-World Workflow Demonstrations

• Seamless navigation between Paragon and CRS
• Fixing poor comp results, input errors, and search issues
• Use case examples from actual NW Wyoming listings