Welcome to the 2021 CVBBA Annual Conference!
After a most unusual last 18 months, we are excited to get together in person for our 2021 CVBBA Annual Conference in Charlotte, NC. To be successful in this industry, you need experience, knowledge, patience and education. At this conference, we have more education events than ever before. And more social events and time to get to know each other, so we can enhance or create new relationships with those in the CVBBA.
Put simply, within the CVBBA we are excited to be MOVING FORWARD with you at this conference.
Our industry is changing. The pandemic has forced all of us to use more technology, work remotely and be more efficient. The economy has gone through some real challenges in the last 18 months and so have our clients. What additional changes lie ahead? We will explore the latest trends in technology that are impacting our industry. We will be having a variety of educational workshops to help us better navigate these times. We are not alone in this journey and we will provide an environment where we can all talk and learn from each other, while staying up to date on the latest trends and activities in getting our transactions over the finish line.
We can’t wait to see you at the 2021 CVBBA Annual Conference. Together we will keep MOVING FORWARD.
HOTEL REGISTRATION
Hotel Location: Sonesta Charlotte Executive Park, 5700 Westpark Drive, Charlotte, NC 28217
If booking online, please use the following special group rate link:
CVBBA Annual Conference
If calling, please call 1-786-594-2817 and reference the CVBBA Annual Conference.
(Group rate cut off has been extended to September 13th)
Room Rates: (excluding taxes/fees)
$129 on September 21
$129 on September 22
$129 on September 23
CONFERENCE AGENDA
Wednesday, 9/22/2021
| 12:00 – 1:00PM | Registration |
| 1:00 – 5:00PM | IBBA Course #204: Effective Deal Team Mgmt: Working Together to Close More Deals – Roman Basi (4 credit hours) |
| 5:00 – 6:00PM | CVBBA Board Meeting |
| 6:00 – 8:30PM | CVBBA Welcoming Reception and Networking Event – Sponsored by Diamond Financial Services |
Thursday, 9/23/2021
| 6:30 – 8:00AM | Continental Breakfast/Registration – Sponsored by First National Bank |
| 8:00 – 8:30AM | Welcome and Opening Remarks – Adam Petricoff |
| 8:30 – 8:45AM | Legislative Update – Steve Mariani |
| 8:45 – 10:30AM | Keynote Topics
|
| 10:30 – 11:15AM | Break with Sponsors |
|
11:15 – 12:00PM Two back-to-back 20 minute rounds
with a 5 minute break in between. Round 1: 11:15 – 11:35 |
Workshops Rotation
|
| 12:00 – 1:00PM | Lunch – Sponsored by Customers Bank |
| 1:00 – 2:00PM | Best Practices: The Seller Interview – Jay Offerdahl |
| 2:00 – 2:15PM | Break |
|
2:15 – 3:55PM Three back-to-back 30 minute rounds
with a 5 minute break in between. Round 1: 2:15 – 2:45 |
Workshops Rotation
|
| 3:55 – 4:30PM | Break with Sponsors |
| 4:30 – 5:30PM | From LOI to Closing – a Bankers Perspective: What Brokers Can Do to Get More Deals Done, Quicker!, Moderator Ron Buck |
| 5:45 – 7:30PM | Networking Reception, Dinner and Drinks – Sponsored by Live Oak Bank |
Friday, 9/24/2021
| 6:45 – 8:00AM | Breakfast with Sponsors – Sponsored by Nexsen Pruet |
| 8:00 – 9:00AM | Legal Deal Killers and How to Avoid Them – Jim Joyce, Ashleigh Greene; Moderator – Rick Chess |
|
9:05 – 11:45AM Three back-to-back 50 minute rounds
with a 5 minute break in between. Round 1: 9:05 – 9:55 |
Workshops Rotation
|
| 11:45 – 12:00PM | Attendees grab box lunch – Sponsored by Aquesta Bank |
| 12:00 – 1:00PM | Moving toward a CVBBA MLS? Presentation by Adam Petricoff, Joe Santora, Jim Turner |
| 1:00PM | End of Meeting / Wrap Up / Raffle Prizes |