Wednesday FEB 24 | New Member Orientation | Location: none Time: 9:00am-12:00pm Click to Register Sponsor: Aaron Steven - Bakers Man Productions Sponsor: Matthew Bond - Guaranty Escrow Sponsor: Jessica Kalkin - American Trust Escrow Sponsor: John Burke - Academy Mortgage Corporation
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Friday FEB 26 | ZipForms "Learn how to use zipForm® Plus to complete contracts and manage your transactions. New
updates and tools are available and are designed to save you time and protect you from
mistakes. Among the features covered will be Templates, MLS Connect, Sticky Notes, Photos,
Clause Manager, Zip TMS and more." | Location: VIA ZOOM Time: 11:00am-12:30pm Instructor: Rob Morel Cost: FREE to SBAOR Members Only Click to Register Sponsor: Mark Applegate - Farmers Insurance
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Friday FEB 26 | Digital InkĀ® Version 2.0 "Learn how to use the new version of Digital Ink and Docusign when using Zipforms. Digital Ink
is a free electronic signature program built into zipForm® plus so that you and your clients can
easily sign documents without having to print. In this class you'll learn how to add signatures,
initials, text boxes and checkboxes as well as the best tips to make it an easy signing
transaction.
" | Location: VIA ZOOM Time: 1:00pm-2:30pm Instructor: Rob Morel Cost: FREE to SBAOR Members Only Click to Register Sponsor: Joanne Galin - Orange Coast Title Co. Of Southern Cal. Sponsor: Matthew Bond - Guaranty Escrow
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Monday MAR 1 | Presenting Virtually to CRE Investors "With everything going on in the world, sometimes meeting face to face or in-person isn't an option. Are you prepared and do you already have a listing presentation you can do virtually?
Do you know how to conduct a virtual meeting with your investors using Zoom, Webex, or any other virtual meeting software?
Have you hosted a meeting?
Do you know what to say?
What questions should you be asking?
Join Michael Simpson and THE NCREA as we explain our virtual listing presentation process." | Location: VIA ZOOM Time: 10:00am-12:00pm Instructor: Michael Simpson, The NCREA Cost: FREE Click to Register Sponsor: Jessica Kalkin - American Trust Escrow Sponsor: Myles Regan - Regan Digital Images
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Tuesday MAR 2 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday MAR 2 | Digital Marketing Survival Kit During COVID Join Aaron Steven, digital marketing specialist and Producer at Bakers Man Productions, who will take you on a deep dive into importance of creating content during COVID-19 and breakdown the myriad of options for virtualizing your marketing efforts. | Location: VIA ZOOM Time: 10:00am-11:00am Instructor: Aaron Steven, Bakers Man Productions Cost: FREE Click to Register Sponsor: Joanne Galin - Orange Coast Title Co. Of Southern Cal. Sponsor: Matthew Bond - Guaranty Escrow
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Tuesday MAR 2 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Tuesday MAR 2 | Realist Tax - THIS CLASS IS DONE VIA ZOOM Session: Realist Tax
Realist Tax delivers in-depth data on properties across California and cutting-edge technology that provides agents and brokers with the perspective necessary to identify, understand, and act based on that data. The all-new version of Realist is faster, responsive, and no longer requires Adobe Flash.
In this class, you will learn about Realists powerful and flexible capabilities, such as:
Reliable, in-depth property data and local market information
Customization, including integrated and advanced mapping
Professional, customizable reports | Location: none Time: 10:00am-11:00am Cost: Free to SBAOR Members Only Click to Register
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Thursday MAR 4 | Real Estate Risk Management Avoid litigation through effective disclosure strategies. Updates on new litigation trends Review of common TDS and AVID errors Applying Risk Management Principals Learn how to reduce liability in agents disclosure responsibility with TDS, AVID and limited visual inspections. | Location: VIA ZOOM Time: 9:00am-10:00am Instructor: Robert Brand, www.disclosureinfo.com Cost: FREE Click to Register
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Thursday MAR 4 | New Agent Essentials- THIS CLASS IS DONE VIA ZOOM Session: New Agent Essentials
In this course, you will be introduced to the various products and services that will help you effectively navigate your real estate career. Whether you are a new real estate professional, getting back into the business from a break, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn how to perform search techniques, print and e-mail listings, set up client information in the CRMLS Matrix platform, and much more. | Time: 10:00am-12:00pm Cost: FREE to SBAOR Members Only Click to Register
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Thursday MAR 4 | New Agent Managing Listings- THIS CLASS IS DONE VIA ZOOM Session: New Agent Managing Listings in Matrix
Learning how to input and modify your listings is critical to your professional success. Gain the confidence you need to properly conduct your business and avoid CRMLS rules violations. In this course, you will learn: | Time: 1:00pm-3:00pm Cost: FREE to SBAOR Members Only Click to Register
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Friday MAR 5 | Capital Gains Tax Reduction Strategies "You will learn different strategies to reduce or eliminate capital gains tax
o One strategy eliminates depreciation recapture
There will also be a quick tutorial on how capital gains tax is calculated
The strategies are applicable to the sale of most appreciated assets
o Appreciated Real estate (residential and commercial)
o Appreciated stock positions
o Appreciated business" | Location: VIA ZOOM Time: 11:00am-12:00pm Instructor: Isaac Kim Cost: FREE Click to Register Sponsor: Mark Applegate - Farmers Insurance Sponsor: Joanne Galin - Orange Coast Title Co. Of Southern Cal.
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Monday MAR 8 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday MAR 8 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday MAR 9 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Tuesday MAR 9 | 2021 California Housing Market Outlook What to expect for prices, sales, interest rates, foreclosures, and the economy in 2021 as the public health crisis fades and California can begin to get back to business. | Location: VIA ZOOM Time: 1:00pm-2:00pm Instructor: Jordan Levine, Vice President & Chief Economist-California Association of REALTORS® Cost: FREE to SBAOR Members Only Sponsor: Carly Saltzman - PNC Bank Sponsor: Jessica Kalkin - American Trust Escrow
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Wednesday MAR 10 | New Member Orientation | Location: VIA ZOOM Time: 9:00am-12:00pm Cost: FREE Click to Register Sponsor: Joanne Galin - Orange Coast Title Co. Of Southern Cal. Sponsor: Mark Applegate - Farmers Insurance Sponsor: Mindy Regan - MyNHD Sponsor: Myles Regan - Regan Digital Images
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Wednesday MAR 10 | ShowingTime for the MLS - THIS CLASS IS DONE VIA ZOOM Session: ShowingTime for the MLS
ShowingTime takes the hassle out of scheduling property showings once and for all. It saves you valuable time youd otherwise spend scheduling appointments with full MLS integration, 24/7 system access, and instant appointment confirmation.
In this class, you will learn how to:
Schedule showings within the MLS
Instantly confirm appointments
Use ShowingTime two-way texting
Access the system from phone, desktop, or mobile device | Location: none Time: 10:00am-11:00am Cost: Free to SBAOR Members Only Click to Register
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Friday MAR 12 | Glide | Location: VIA ZOOM Time: 9:30am-10:30am Cost: FREE Click to Register
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Monday MAR 15 | New Agent Essentials- THIS CLASS IS DONE VIA ZOOM Session: New Agent Essentials
In this course, you will be introduced to the various products and services that will help you effectively navigate your real estate career. Whether you are a new real estate professional, getting back into the business from a break, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn how to perform search techniques, print and e-mail listings, set up client information in the CRMLS Matrix platform, and much more. | Time: 10:00am-12:00pm Cost: FREE to SBAOR Members Only Click to Register
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Monday MAR 15 | New Agent Managing Listings- THIS CLASS IS DONE VIA ZOOM Session: New Agent Managing Listings in Matrix
Learning how to input and modify your listings is critical to your professional success. Gain the confidence you need to properly conduct your business and avoid CRMLS rules violations. In this course, you will learn: | Time: 1:00pm-3:00pm Cost: FREE to SBAOR Members Only Click to Register
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Monday MAR 15 | Digital InkĀ® Version 2.0 "Learn how to use the new version of Digital Ink and Docusign when using Zipforms. Digital Ink
is a free electronic signature program built into zipForm® plus so that you and your clients can
easily sign documents without having to print. In this class you'll learn how to add signatures,
initials, text boxes and checkboxes as well as the best tips to make it an easy signing
transaction." | Location: VIA ZOOM Time: 12:00pm-1:30pm Instructor: Rob Morel Cost: FREE Click to Register
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Tuesday MAR 16 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Tuesday MAR 16 | Bankruptcy and Sale Transaction Basics All Agents Should Know A sellers current or even past bankruptcy can impact the process of a sale transaction. Every agent should have some knowledge in their skill set about what that means for them as an agent. This will enable them to confidently navigate these unique issues. We will discuss tips, timeframes and red flags. | Location: VIA ZOOM Time: 12:00pm-1:00pm Instructor: Tracey Culley-Rojas, Orange Coast Title Cost: FREE Click to Register Sponsor: Eitan Harod - Green Home Solutions Sponsor: Mindy Regan - MyNHD
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Tuesday MAR 23 | Time-Saving Tips - THIS CLASS IS DONE VIA ZOOM Session: Matrix: Time-Saving Tips
We will show you how to use advanced search techniques to target specific listings that fit your clients criteria. Learn how to navigate through Matrix expertly to save time and increase your response rate with clients. In this course, you will learn about:
Keyword searching techniques
Date-specific searching
Map searching techniques
Matrix IDX | Location: none Time: 10:00am-11:00am Cost: Freen to SBAOR Members Only Click to Register
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Wednesday MAR 24 | Let's Talk About Trust Administration Stone & Sallus, LLP will review the major trust administration components and focus on how any realtor can provide needed assistance and comfort to a client after someone passes away under CA law. | Location: VIA ZOOM Time: 12:00pm-1:00pm Instructor: "Blake Stuart Slater, Esq.- Stone & Sallus, LLP" Cost: FREE Sponsor: Mark Applegate - Farmers Insurance Sponsor: Kyle Able - Chicago Title
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Monday MAR 29 | New Agent Essentials- THIS CLASS IS DONE VIA ZOOM Session: New Agent Essentials
In this course, you will be introduced to the various products and services that will help you effectively navigate your real estate career. Whether you are a new real estate professional, getting back into the business from a break, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn how to perform search techniques, print and e-mail listings, set up client information in the CRMLS Matrix platform, and much more. | Time: 10:00am-12:00pm Cost: FREE to SBAOR Members Only Click to Register
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Monday MAR 29 | New Agent Managing Listings- THIS CLASS IS DONE VIA ZOOM Session: New Agent Managing Listings in Matrix
Learning how to input and modify your listings is critical to your professional success. Gain the confidence you need to properly conduct your business and avoid CRMLS rules violations. In this course, you will learn: | Time: 1:00pm-3:00pm Cost: FREE to SBAOR Members Only Click to Register
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Friday APR 2 | SBAOR closes at 1:00pm for Good Friday | Location: none Time: 1:00pm-5:00pm
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Tuesday APR 6 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday APR 6 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday APR 12 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday APR 12 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday APR 13 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Wednesday APR 14 | Quarterly Global Real Estate Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday APR 20 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Tuesday APR 20 | Quarterly Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com | Location: SBAOR Board Room Time: 12:00pm-2:00pm
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Thursday APR 22 | Hall Reserved CAR Pre Meeting | Location: SBAOR Hall Time: 3:00pm-5:00pm
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Tuesday MAY 4 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday MAY 4 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday MAY 10 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Tuesday MAY 11 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Monday MAY 17 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday MAY 18 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Monday MAY 31 | SBAOR office closed in observance of Memorial Day | Time: 8:00am-5:00pm Click to Register
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Tuesday JUN 1 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday JUN 1 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Tuesday JUN 8 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Monday JUN 14 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday JUN 14 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday JUN 15 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Monday JUL 5 | SBAOR offie closed in Observance of Independence Day | Time: 8:00am-5:00pm
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Tuesday JUL 6 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday JUL 6 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday JUL 12 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday JUL 12 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday JUL 13 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Wednesday JUL 14 | Quarterly Global Real Estate Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday JUL 20 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Tuesday JUL 20 | Quarterly Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com | Location: SBAOR Board Room Time: 12:00pm-2:00pm
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Tuesday AUG 3 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday AUG 3 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday AUG 9 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday AUG 9 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday AUG 10 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Tuesday AUG 17 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Monday SEP 6 | SBAOR office closed in observance of Labor Day | Time: 8:00am-5:00pm
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Tuesday SEP 7 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday SEP 7 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday SEP 13 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday SEP 13 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday SEP 14 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Thursday SEP 30 | Hall Reserved CAR Pre Meeting | Location: SBAOR Hall Time: 3:00pm-5:00pm
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Tuesday OCT 5 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday OCT 5 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday OCT 11 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday OCT 11 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday OCT 12 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Wednesday OCT 13 | Quarterly Global Real Estate Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday OCT 19 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Tuesday OCT 19 | Quarterly Commercial Committee Meeting Please email Nikki if you are interested in attending. nikki@southbayaor.com | Location: SBAOR Board Room Time: 12:00pm-2:00pm
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Tuesday NOV 2 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday NOV 2 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday NOV 8 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday NOV 8 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday NOV 9 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Thursday NOV 11 | SBAOR office closed in observance of Veterans Day | Time: 8:00am-5:00pm
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Tuesday NOV 16 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Thursday NOV 25 | SBAOR office closed in observance of Thanksgiving | Time: 8:00am-5:00pm
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Friday NOV 26 | SBAOR office closed in observance of Thanksgiving | Time: 8:00am-5:00pm
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Tuesday DEC 7 | Government Affairs Committee | Location: SBAOR Board Room Time: 9:00am-11:00am
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Tuesday DEC 7 | Young Professionals Committee | Location: SBAOR Board Room Time: 11:30am-1:30pm
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Monday DEC 13 | Affiliates in Action Committee Meeting | Location: SBAOR Hall Time: 10:00am-11:00am
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Monday DEC 13 | MLS Committee Meeting | Location: SBAOR Board Room Time: 2:00pm-4:00pm
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Tuesday DEC 14 | Community Committee Meeting | Location: SBAOR Board Room Time: 9:30am-10:30am
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Tuesday DEC 21 | Grievance Committee | Location: SBAOR Board Room Time: 10:00am-12:00pm
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Friday DEC 24 | SBAOR office closed in observance of Christmas | Time: 8:00am-5:00pm
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Monday DEC 27 | SBAOR office closed in observance of Christmas | Time: 8:00am-5:00pm
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Friday DEC 31 | SBAOR office closed in observance of New Years NYE | Time: 8:00am-5:00pm
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Monday JAN 3 | SBAOR office closed in observance of New Years | Time: 8:00am-5:00pm
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