Sota Summit





Minnesota Realtors® Sota Summit

Monday, May 20, 2024  |  8 am–3 pm  |  $149 (Member price)  |  Sheraton Bloomington Hotel

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Take your business to the top at Minnesota Realtors® Sota Summit—a broker-exclusive event on Monday, May 20. The Sota Summit will host nationally acclaimed real estate leaders alongside local experts giving key insights into the hottest topics impacting the industry right now. This one-day-only conference offers brokers insider information on the NAR lawsuit settlement and proposed rule changes, the profitability of buyer’s agency, emerging broker technologies, and much more. We’ll kick off the event with a networking reception on the evening of Sunday, May 19. Don’t miss this chance to connect with your peers and prepare your business what's next.

Presenters

Event Details

Agenda

Presenters

Victor Lund

Victor Lund

Wav Group
Co-Founder and Managing Partner

For more than two decades, Victor Lund as co-founder of WAV Group, the foremost full-service consulting practice in real estate, has provided consulting services to leading brokerage firms, franchises, MLSs, Associations, and the technology industry that serves them. In 2023, Lund co-authored the book Acquiring more Profit, drawing from his years of brokerage merger and acquisition experience. 

Lund's work spans many board positions and advisory in investment banking focused on real estate. His visionary leadership, innovative consulting, and commitment to advancing the industry continue to leave a lasting impact through projects like the Broker Public Portal.

 

Dr. Yun headshot

Dean Cottrill

T3 Sixty
EVP Brokerage & Team Consulting

Dean leads the Brokerage & Team Consulting Division of T3 Sixty, conducting custom consulting for large brokerages, managing mergers and acquisitions and valuations, and overseeing the T3 Fellows program. Dean has over 20 years of experience helping brokers and their companies reach higher levels of success and profitability. He has hands- on leadership experience and has held several senior-level positions with real estate brokerage organizations including Long & Foster, Weichert Realtors and Coldwell Banker Residential Brokerage (now Anywhere Advisors), where he spent the last 10 years of his career. As Group President at CB, he oversaw 66 sales offices and 4,000+ associates that generated more than $10 billion in annual sales volume.

 

Nobu Hata

Nobu Hata

Zillow
Director of Association & Industry Affairs

A real estate industry veteran since 1996, Nobu is a student of real estate sales, marketing, communications trends, consumer trends, social media, and technology in the real estate industry having adapted new school techniques into multiple successful real estate sales businesses.

Nobu was then recruited to work for the nation's top real estate trade association where as the Director of Industry Outreach and the Chief Executive for Colorado's largest local Realtor® association, he earned the respect of Realtors®, fellow association and Multiple Listing Service executives, brokerage-owners and technology company owners as he bridged their worlds with no-holds-barred advice to better their business and organizations. The proof was in the pudding as he earned accolades and recognition from small real estate associations to the likes of Inman News, Stefan Swanepoel and more during his time there.

Now the Director of Association and Industry Affairs for Zillow Group, Nobu brings tactical tips, tricks and advice based on real world - real business! - execution to help real estate business owners succeed and thrive in the "Age of Amazon."

Marilyn Wilson

Marilyn Wilson

Wav Group
Co-Founder and Managing Partner

Marilyn Wilson is a founder and managing partner of WAV Group, a leading provider of strategic insights and consumer research in real estate. With a unique and holistic perspective, she drives positive change for clients, fostering growth and continuous improvement. As a thought leader in the real estate industry, Marilyn offers objective and easily understandable evaluations of complex issues, enabling companies and individuals to implement transformative changes.

Her background as SVP of Global Marketing and Strategic Planning at Fisher-Price empowers her to deliver actionable strategic plans that uncover a company's unique value proposition. Marilyn's influence extends beyond real estate, with her leadership roles at the National Small Business Administration and contributions to various organizations. A Cornell University graduate, she remains dedicated to driving innovation, partnership, and added value in the industry, setting a standard of excellence that resonates with all.

 

Lisa PIccardo

Lisa Piccardo

T3 Sixty
VP Brokerage & Team Consulting

Lisa is responsible for the delivery and management of brokerage and team consulting programs for the company. She founded, grew, and eventually sold an independent boutique brokerage company. She then served as President & Principal Broker of the company that acquired her brokerage.  Prior to joining T3 Sixty, she served as global vice president lead lead affiliate services for Sotheby’s International Realty where she led the servicing team for the U.S. and Canada and served as a business consultant for affiliates throughout the Mountain West region. She and her team supported approximately 150 independently owned and operated Sotheby’s International Realty companies and 600 offices working closely with the affiliates to develop strategies that focused on growth and profitability, recruiting and retention, and brand engagement.

Mitch Skinner

Mitch Skinner

Lawson Skinner, PLLC
Attorney/Owner

Mitchell A. Skinner is an owner and the managing member of Larson Skinner PLLC, a Minneapolis based law firm. He provides legal counsel and strategic advice to clients on software and content licensing, intellectual property portfolio creation, consolidation and collaborative initiatives, and all matters related to MLS governance, policies, and data management. He provides counsel to the Council of Multiple Listing Services, the Real Estate Standards Organization, and many multiple listing services and REALTOR® Associations.   

Josh McFall headshot

Josh McFall

Minnesota Realtors®
Chief Executive Officer

Josh McFall has been named the new chief executive officer of Minnesota Realtors® (MNR). He comes to the state association by way of Alabama, where he served as CEO of the Huntsville Area Association of REALTORS® (HAAR) and ValleyMLS.com. 

McFall holds the National Association of REALTORS® REALTOR® Certified Association Executive (RCE) Designation, (NAR) ePRO Certification, At Home with Diversity (AHWD) Certification, and the Commitment to Excellence Endorsement (C2EX). He has earned the American Society of Association Executive’s (ASAE) top-level designation, Certified Association Executive (CAE).

Originally from Florence, Alabama, McFall holds a bachelor’s degree in Public Communication from the University of North Alabama and a master’s degree in Communication from Auburn University. Prior to his time at HAAR, he served as vice president of Strategic Development at the Alabama Association of REALTORS® (AAR) where he managed the state association’s strategic initiatives, professional development, and association communications. McFall has also served on faculty at Auburn University, Huntingdon College, Auburn University-Montgomery, and Jefferson State Community College teaching courses in communication. 

Event Details

Cost

For members—$149.00
For non-members—$199.00

Where

Sheraton Bloomington Hotel
5601 W 78th St, Bloomington, MN 55439

When

Sunday, May 19, 2024
Welcome Reception at the Sheraton Bloomington Hotel

  • Please join us from 5–7 pm for a welcome reception and time of networking
    • Complimentary hor d'oeuvres and beverages will be served

Monday, May 20, 2024
Sota Summit Event at the Sheraton Bloomington Hotel

  • 8 am–3 pm: See Agenda below for full schedule

Hotel

If you’re planning to attend the Welcome Reception on Sunday, we encourage you to book a room reservation at the Sheraton Bloomington through our room block.

Parking

Free parking will be available on-site in the Sheraton Bloomington Hotel parking lot. 

Agenda

Event Schedule:

  • 8–8:45 am: Coffee and continental breakfast 
  • 8:45–9 am: Welcome from MNR President Geri Theis
  • 9–10 am: A panel discussion on the NAR lawsuit and settlement, followed by a short Q&A 
    • Panel Moderator: Nobu Hata of Zillow
    • Panelists: Lisa Piccardo, Marilyn Wilson Lund and/or Victor Lund, Mitch Skinner, and Josh McFall
  • 10–11 am: Wav Group presentation, “Raising the Stature and Profitability of Buyer’s Agency”
  • 11–11:15 am: BREAK
  • 11:15 am–12:15 pm: T3 presentation, “Agent Archetypes—Mastering the Four Ways Agents Make Money” (5.0 hours CE pending)
  • 12:15–1 pm: Lunch and networking
  • 1–2 pm:  T3 presentation “7 Key Areas of Profitability”
  • 2–3 pm:  Wav Group presentation, “Competing effectively with the Broker Technology Roadmap of the Future”



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