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Page 1 Contact Us | [email protected]
August 10,2015
Upcoming Events:
2015 Fall Conference
Orlando, FLSeptember 16-18
For More Information Click here
President’s Letter
Mark Your Calendar
2015 Fall Conference Sponsorship Opportunities
Looking for New Board Members!
5th Annual SRRC Golf Tournament
Effects of the Integrated Disclosure Rule
Member Spotlights
Of Note... (Recognition)
Socially Savvy
News Alert
Photo Gallery
SRRC Board of Directors
In This Issue
SRRC August 2015 Letter from the President
Hello Everyone,
As we find ourselves looking at the final stretch of summer, I find myself thinking about my mobility friends and partners and wonder-ing about you: how are you doing, how did you do this summer, how was business, do you have any really good stories?
An industry organization is a funny thing. It is there to serve so many profession-specific purposes like networking and learning and keeping up various certifications. But, doesn’t it also buoy us along to know that we aren’t alone in what we are trying to do? Isn’t it comforting to know you have developed a network to rely on when things get tough? Isn’t it great to hear “I knew you could do it” from a friend? There are the people who comfort you when you lose. There are the colleagues who cheer you on when you win. There are folks to have a fun gab with every time you see them. There might even be dancing. :) But, honestly, mobility is hard work and we are daily mired in the details of moving people’s lives. To have a home, a work family, to support you when you need it is worth its weight in gold.
I was going to spend this newsletter space listing the reasons it’s important to join your industry organization, but I can’t think of any better reasons than these.
So looking forward to seeing you all in September and hearing all about your summer. Please read further for details.
Eve SeibSRRC President 2015President, OneSource Relocation
Page 2 Contact Us | [email protected]
Mark Your CalendarOur fall conference is being held in Orlando, FL, at the Rosen Shingle Creek Resort. The SRRC Scholarship Golf Tournament will take place on Wednesday, September 16th, and the confer-ence will be held on Thursday and Friday, September 17th and 18th. Here is a brief outline of our agenda for the conference, as well as a link to the full agenda on SRRC’s website.
Wednesday, September 16th
SRRC Scholarship & Benevolence Golf Tournament - see details on Page 4. Thursday, September 17th 10:00 am - 1:00 pm: Registration 10:30 am - Noon: Corporate Roundtable Discussion 10:30 am - Noon: Service Provider Roundtable Noon - 1:15 pm: Networking Luncheon 1:15 pm - 1:30 pm: President’s Welcome 1:30 pm - 2:30 pm: Keynote Speaker Michael Broome (The People Business: Service, Teamwork, & Communication) 2:30 pm - 2:50 pm: Break 2:50 pm - 3:50 pm: Cracking The Codes: Expense Management, Reporting, & Compliance 3:50 pm - 4:10 pm: Break 4:10 pm - 5:10 pm: Clues to the Puzzle: Mortgage and Title: TILA-RESPA Changes 6:00 pm - 10:00 pm: Dinner event
Friday, September 18th - Jeans Day!
8:00 am - 9:00 am: Breakfast Buffet 9:00 am - 9:30 am: General Session & Board Reports 9:30 am - 10:30 am: Demystifying Household Goods Pricing & Costs 10:30 am - 10:45 am: Morning Break 10:45 am - 11:45 am: Corporate Panel Q&A 11:45 am - Noon: Closing
Click here to register now. Early Bird Registration ends August 20th.
Page 3 Contact Us | [email protected]
2015 Fall Conference Sponsorship Opportunities
If you haven’t already done so, please help sponsor our fall conference and scholarship golf tournament (September 16th - Golf, 17th & 18th – Conference). If you decide you would like to sponsor both the conference and the golf tournament you will need to register for each sponsorship individually. Andi Parker, former SRRC President and current Sponsorship Committee Chair says, “As an SRRC member AND sponsor, our company has benefitted and grown from our exposure at SRRC, yours can too! Your sponsorship dollars are at work: 1) Keeping conference fees the same for our members, 2) Enhancing the quality of programming, 3) Providing breaks and evening transportation for members and you'll receive recognition on our comprehensive agenda and throughout the conference!” SRRC sponsorship levels and registration can be found on our website here and if you need any assis-tance or have any questions please feel free to contact Andi at [email protected]. Reminder: We will again have a Jeans Day at our fall meeting in Orlando. All of the proceeds will go to the SRRC Scholar-ship Fund. Be comfortable and wear your jeans for a small donation of $5.00. ALL SRRC 2015 Fall Conference SPONSORSHIPS MUST BE REGISTERED BY WEDNESDAY,SEPTEMBER 9, 2015
Looking for New Board Members!If you are interested in running for the SRRC Board of Directors, please send an email to SRRC President Eve Seib, [email protected]. It's a great way to get involved, forge connections with interesting colleagues and give back to the relocation community. It's a 4-year commitment with the first year as a committee member, one to two years as a committee chair and a final year on advisory. The current board will present a slate of proposed board members to the SRRC members at September's meeting and a vote will be held via email in November. The new board members will join the current board for the planning meeting held in December in Florida and for monthly board calls thereafter. Thanks for your interest!
Page 4 Contact Us | [email protected]
5th Annual SRRC Scholarship & Benevolence Golf Tournament
All proceeds will benefit the SRRC Benevolence and Scholarship Fund
When: Wednesday, September 16, 2015 (preceding Fall Conference) Registration from 12 pm - 1:30pm Shot gun start at 1:30pm, Awards after golf *Restaurant and Bar, plus quick food stand located at course Where: Shingle Creek Golf Club - 9939 Universal Blvd, Orlando, FL 32819, www.shinglecreekgolf.com Cost: $85 per person or buy a foursome for $300 ($75 per player) Includes: Green & Cart Fees, Goody Bag, Beverages of your choice, Lunch voucher, Awards ceremony afterward, $5 Mulligans available, Afternoon of FUN!!! Prizes for 1st, 2nd, and 3rd place, Prizes for Closest to the Pin and Longest Drive ** Rental clubs available - $40+tax Who: Everyone is invited. You don't have to be a member of SRRC or need to attend the SRRC Conference to play. Invite your co-workers, vendors, friends and family... Registration Deadline: September 15, 2015 Click here to register and review sponsorship opportunities. Questions? Contact Pat Dolan at [email protected]
Hello Everyone,
As we find ourselves looking at the final stretch of summer, I find myself thinking about my mobility friends and partners and wonder-ing about you: how are you doing, how did you do this summer, how was business, do you have any really good stories?
An industry organization is a funny thing. It is there to serve so many profession-specific purposes like networking and learning and keeping up various certifications. But, doesn’t it also buoy us along to know that we aren’t alone in what we are trying to do? Isn’t it comforting to know you have developed a network to rely on when things get tough? Isn’t it great to hear “I knew you could do it” from a friend? There are the people who comfort you when you lose. There are the colleagues who cheer you on when you win. There are folks to have a fun gab with every time you see them. There might even be dancing. :) But, honestly, mobility is hard work and we are daily mired in the details of moving people’s lives. To have a home, a work family, to support you when you need it is worth its weight in gold.
I was going to spend this newsletter space listing the reasons it’s important to join your industry organization, but I can’t think of any better reasons than these.
So looking forward to seeing you all in September and hearing all about your summer. Please read further for details.
Eve SeibSRRC President 2015President, OneSource Relocation
Page 5 Contact Us | [email protected]
Effects of the Integrated Disclosure Ruleon the Mobility Industry
[Please Note: Eric Arnold’s article was released on the ERC website prior to the CFPB’s final decision to delay the TRID rollout. On July 21, the Consumer Financial Protection Bureau (CFPB) issued a final rule confirming the agency will delay implementation of the new mortgage disclosure requirements and forms until October 3, 2015. The new requirements and use of new forms were originally scheduled to take effect on August 1. The final rule also makes two technical changes to the new regulations.]
On August 1, the Consumer Financial Protection Bureau’s TILA-RESPA Integrated Disclsure Rule (the “TRID Rule”) goes into effect. It will introduce a new era of real estate closings for residential mortgages, To summarize the TRID Rule:
1. The Loan Estimate and Closing Disclosure will replace the Good Faith Estimate (GFE), Truth in Lending disclosures (TIL), and HUD-1 Settlement Statement (HUD-1) on virtually all relocation transactions.
2. The Closing Disclosure will be provided by either the lender or settlement agent, and must be received by the borrower at least three business days before closing.
3. If the information on the initial Closing Disclosure changes, it must be revised by closing. If certain terms change (loan product, prepayment penalty, APR increase beyond threshold), closing cannot occur until three business days after the borrower receives the revised Closing Disclosure. This may result in closing delays under certain circumstances.
by Eric Arnold
Challenges to Mobility
Going beyond the headlines, the TRID Rule will present substantial challenges to mobility, including:
1. Charges are outlined very differently on the Closing Disclosure - no more 700, 800, or 1100 sections, for example - so it will require significant training along with internal process and systems changes to implement and replace the HUD-1
2. In states with a simultaneous issue discount for the purchase of both a loan and owner’s title policy, the Closing Disclosure may not accurately reflect the title insurance premiums charged on the parties, so employers and relocation companies should require supplemental documentation, such as a disbursement statement, to identify the actual charges.
3. There will be new variables on every transaction. The lender will determine who will provide the Closing Disclosure and any policies regarding timing and revisions. Homesale transactions in particular will be impacted, since these factors will be controlled by the outside buyer’s lender.
4. Transferees should be counseled to understand that certain late-stage loan changes may result in delays and additional costs, and outside buyers may need to understand that making changes will impact closing time.
If you would like to continue reading Eric’s article on the ERC Website, click here
Page 6 Contact Us | [email protected]
Member SpotlightLisa Rhead, CRPDirector of Relocation and Corporate ServicesHM PropertiesLisa Rhead is the Director of Relocation and Corporate Services for HM Proper-ties. With nearly 20 years of experience in residential and corporate relocation, she is responsible for business development initiatives for the HM Properties’ sales team and management of the Relocation Department. In addition to provid-ing real estate and relocation solutions to individuals, corporations and relocation management companies, she oversees the relocation training of agents to main-tain HM’s relocation accreditation status and updates on best practices and current trends in the industry.
Prior to joining HM Properties, Rhead was a relocation specialist for Graebel Relocation and was responsible for managing individual employee and group moves for a Global Fortune 500 company including on-site presentations, bus tours, and Visa/customs and human resource overviews for all relocating families. In addi-tion, she held the position of Director of Relocation and Business Development for Prudential Carolinas Real-ty/York Simpson Underwood and managed relocation departments, corporate group moves, and new business development for its offices in the Charlotte, Raleigh and the Winston-Salem/Greensboro areas. For seven years prior, she was the Director of Relocation for Helen Adams Realty and was responsible for creating and manag-ing its relocation department and new business development.
Lisa served two terms as president of the Charlotte Metro Relocation Director’s Council (CMARC), as well as four years on its board of advisors and one term as a program committee chairman. She is also a member of the Relocation Director’s Council® (RDC) and the Worldwide Employee Relocation Council (WERC). Lisa and herhusband, Mike, have two children and a pet dog named Lucy.
HONORS & CREDENTIALS
EDUCATION University of North Carolina at Charlotte
Licensed in North Carolina since 1996 Certified Relocation Professional (CRP) Worldwide ERC (Worldwide Employee Relocation Council) RDC Relocation Directors Council®
National Association of Realtors (NAR) North Carolina Association of Realtors (NCAR) Charlotte Regional Realtor Association (CRRA) Charlotte Multiple Listing Service (CMLS)
Page 7 Contact Us | [email protected]
Member Spotlight
Jana ColemanVice President Business SolutionsLeading Real Estate Companies of the World®
Since 2000, Jana has been the Vice President Business Solutions for Leading Real Estate Companies of the World®, a network of 500 members in 50 countries. She is the resource and liaison for approximately 90 network firms across 20 states, Mexico, the Caribbean, and Central and South America. In this role, Jana is responsible for providing benchmarking and competitive analysis, training, business consultation, relation-ship building at all staff levels and effective delivery of the network value proposition.
Jana earned the Certified Relocation Professional (CRP) designation in 1990, the Meritorious Service Award in 2001 the Global Mobility Specialist (GMS) designation in 2005, the Senior Certified Relocation Profession-al (SCRP) designation in 2007 and the Senior Global Mobility Specialist (SGMS) in 2010, all from Worldwide ERC®. She has also served on Worldwide ERC’s Editorial Advisory Committee twice, the Relocation Direc-tors Council (RDC) board and is a past president of the Tampa Bay Area Relocation Council (TBARC) and the Southeastern Regional Relocation Council (SRRC).
A graduate of the University of South Florida with a degree in Business Finance, Jana also has held a real estate broker's license in Florida since 1980. She continues to broaden her industry knowledge via Institute, the education portal of Leading Real Estate Companies of the World®, and, as a result has received the Sales (LSS), Service (LSE) and Leadership (LCL) Certifications sponsored by the network. Jana is a native of Tampa, where she currently resides with her husband of 27 years.
A 34-year veteran of the real estate industry, Jana Coleman began her career in 1986 managing the relocation division for TAM-BAY Realty, Inc. Realtors in Tampa, Florida. This family-owned business was the market share leader in the Tampa Bay area for many years in 1980’s and 1990’s. Under her leadership, the relocation division handled consumer services, corporate relocation and REO inventory for the ten office, 300 agent company. During her 12-year tenure, Jana had the opportunity to work in all company divisions and serve on the board of
directors. Following the acquisition of TAM-BAY Realty in 1998, Jana remained in the relocation division and expanded her knowledge, to include the real estate operations of a publicly held entity.
Page 8 Contact Us | [email protected]
Of note...
On May 29th, SRRC Board member, Heather Iden, and her husband, Brad Faircloth, welcomed Abigail Zoe Faircloth, born at 7:57 a.m., 6lbs 7oz, 18 inches long. Adorable!
Marianne Matrisciano, mother of Laura Matrisciano of XONEX Relocation, hit a milestone on July 7, 2015 when she turned 80 years old! She is enjoying retire-ment and lives in Cape Coral, Florida. She is the proud mother of two children, grandmother of six and great-grandmother of 5. She was born in McKeans-burg, PA and graduated from Schuylkill Haven High School in 1953. Upon graduation from high school she enlisted in the U.S. Airforce and served our country from 1953 to 1956. After being honorably discharged she moved to New York where she married and raised her family. Having worked on Wall Street with some notable individuals including Theodore Roosevelt IV she is truly a talented lady. Laura is quoted as saying "I'm so proud of her, she is my mom, my mentor, my hero, and my best friend. Here's to another 25 years Mom!!!”
Any exciting announcements? Honors/Awards? Promotions? Marriages? Births? Please share them with SRRC by emailing [email protected]. We want to include those in our next newsletter and celebrate with you!
Socially SavvyPlease join us through social media. To be “In the Know” you must follow us on Twitter, join us on LinkedIn and Facebook, "like" us on Facebook… and contribute! We’d also love for you to share your special recogni-tions, honors, awards, promotions, etc. with us through social media. Post away!!!
News AlertSRRC now has a Job Posting page on our website srrconline.com. If you are looking for a new position or would like to post a vacancy within your organization please visit our website here. Job postings may be sent to [email protected].
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More Smiling Faces from SRRC’sSpring 2015 Conference - Click Here for Photo Gallery
