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Events and Meetings - Past Meetings

Past Meetings

2nd Quarter 2009 CMARC Meeting - Presentation by Dave Oltman

New 2009 Corporate Relocation, Payroll and Transferee Tax Impacts

  • David S. Oltman, Co-Founder, President and CEO of Orion Mobility/Relocation Taxes, LLC

Presentation Materials: Powerpoint Presentation, Request for (S)CRP® Recertification Credit

1st Quarter 2009 CMARC Meeting - MARCH MORTGAGE MADNESS

Current State of Mortgage Industry and the Impact on Corporations and Transferees

  • Michael Nasr, CRP, Vice President, Director of Client Relations, Countrywide Bank, FSB
  • Michael Drew II, CRP, Director of Consulting Services, AIRes
  • Linda Hunt, SCRP,  GMS, Corporate Relocation Director, Wachovia

Presentation Materials: Powerpoint Presentation, Request for (S)CRP® Recertification Credit

2008 Annual Holiday Party - November 13, 2008
Thanks to the generosity of the CMARC membership we had another very successful Holiday Auction.  In 2007 over 70 items were auctioned which raised over $3,400.00 for Friendship Trays Charity.  Friendship Trays delivers about 750 meals daily to elderly, handicapped, and convalescing people who are unable or greatly restricted in their ability to prepare or secure meals.  For more information regarding Freindship Trays go to:
http://www.friendshiptrays.org/index.htm
 

3rd Quarter 2008 CMARC Meeting
Cris Collie, ERC
Cris Collie, Executive President of the Employee Relocation Council (ERC) was the key note speaker and discussed the relocation industry- "What He Dreams About, and What Keeps Him Awake".  Cris an expert in the relocation industry shared his past experiences and issues within the relocation industry that cause him concern as well as issues which cause interest and delight. Cris a well known and experienced speaker in the relocation industry shared his perspectives which were
informative, beneficial and enjoyable.  

For a copy of the presentation contact jason.landrum@wellsfargo.com

 

2nd Quarter 2008 CMARC Meeting

Relocation Industry RFP's--
who, what, when, why, and how much$$$$ 
Remember the days when business was done on a hand shake?  Then as more people each year graduated from law school, a hand shake with a contract to follow?  Well those days are long gone.  Now there are RFI's, RFQ's, RFP's, best and finals, site visits, and then maybe, just maybe, CONTRACT NEGOTIATIONS!   A panel of relocation, human resources and procurement experts will discuss the process, time and cost involved from all sides.  This session is a must for all individuals involved in the relocation industry.  It will provide a better understanding of the thought process of going out to bid and the selection process.   

 

Presentation 

1st Quarter 2008 CMARC Meeting

For our 1st quarterly event of the 2008 season CMARC was honored to have Peter Hiro of Countrywide Financial and Cathy Bauman of Runzheimer International as guest speakers.  Peter and Cathy gave us an insiders view of the past, present and future of the mortgage and real estate markets.  This was a great opportunity to get a better understanding of how the real estate and mortgage markets will continue to challenge us in 2008 and beyond and how to develop strategies to cope with these challenges.

Presentation   

2007 Holiday Party
Thanks to the generosity of the CMARC membership we had another very successful Holiday Auction.  In 2007 over 70 items were auctioned which raised $3,723 for Friendship trays.  Friendship Trays delivers about 750 meals daily to elderly, handicapped, and convalescing people who are unable or greatly restricted in their ability to prepare or secure meals.  For more information regarding Freindship Trays go to:
http://www.friendshiptrays.org/index.htm

August  21st,  2007 Corporate Round Table

CMARC held a corporate only roundtable in uptown.  The conversation was great and of course focused on the many challenges facing us today as result of the weak real estate market.  Topics ranged from Exception Management, Temporary Housing, Finance and Homesale strategies.  The notes from the discussion are below.

Roundtable Notes 


2nd Quarter 2007 CMARC Meeting

Thank you to everyone who attended our second quarterly meeting at Maggianos.  A special thanks to David Oltman of Orion Moblity. whose presentation on new 2007 relocation tax laws was very well received.  The topic of relocation taxes can certainly be a dry topic, but David did an excellent job of presenting the material - everyone learned something from the presentation.  David presented several ways in which corporate relocation providers could save money - which we all apprecaite.  There were many positive comments from everyone at the end of the presentation.  David's power point presentation is available below.  

 Presentation Link

 

1st Quarter 2007 CMARC Meeting

Guest speakers Brenda Darrow-Fuhs, Vice President of in-house relocation with Bank of America; Tim Moriarty, National Accounts Director for corporate relocation with Williams & Williams; Sandy Lundgren, Relocation Manager with Coca-Cola; & Auctioneer Joseph Wear as they engaged the audience in an active panel discussion covering “Innovative Ideas to Market Homes in a Declining Market” 

Presentation Link

Past Meeting Photos:

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