Protecting your brokerage in the age of AI requires more than just high-tech tools - it requires high-level strategy.

Following the success of our inaugural session, the PSAR B.O.L.T. Consortium (Brokers, Owners, Leadership, and Team Leads) returns for its second event: The AI Leadership Summit - Policy, Protection, & Practical Use. While everyone is talking about how AI can write descriptions, we’re shifting the focus to supporting you.

As AI integrates deeper into our workflows, the regulatory landscape is shifting beneath our feet. This session is designed to give leadership the "armor" needed to innovate without exposure.

Why you should attend:

• Stay ahead of DRE enforcement - know exactly what the new AI disclosure bulletin requires before your agents get caught off guard. (DRE Compliance)

• Walk away with office manual language - a plain-language breakdown of NAR's draft AI policy, ready to implement at your brokerage. (NAR Draft Policy)

• Protect your brokerage from hidden liability - how to spot Fair Housing, copyright, and data privacy risks buried in your agents' AI marketing tools. (Risk Mitigation)

• Hear what you need to know about the moves C.A.R. & PSAR are making - C.A.R. Leadership & CEO Association Update

• Collaborate with your peers - join high-level breakout sessions to share real-world guardrails and local leadership best practices. (Broker Roundtables)

Event Details

For: Brokers, Owners, Managers, and Team Leads Only.
DATE: Wednesday, May 13, 2026
TIME: 8:30am Breakfast / Networking
9:00am - 11:00am - Meeting & Roundtable Discussions
LOCATION: PSAR East Service Center, 1150 Broadway, El Cajon, CA 92021
COST: $20 - Includes Breakfast
(Open to all Brokers/Office Managers, regardless of their association affiliation.)

Summer Goralik, Real Estate Compliance Consultant
To navigate the intersection of AI and regulation, we’ve invited the industry’s leading compliance expert. Summer Goralik is a former DRE Investigator turned premier Real Estate Compliance Consultant.
Why Summer is the expert for this session:

• Regulatory Insider: Her background as a DRE Investigator gives her a unique "behind-the-curtain" view of how regulators enforce transparency and disclosure.

• Policy Specialist: She excels at translating complex documents, like the DRE Bulletin and NAR Draft Policy, into practical, legally sound brokerage protocols.

• Risk Management: Summer provides the "compliance reality check" needed to ensure your AI adoption doesn't lead to disciplinary action or liability.

Nikki Coppa, 2026 C.A.R. Treasurer 
As the Chair of the Strategic Planning and Finance Committee, Nikki will reveal C.A.R.’s perspective on how AI will impact our industry in the years to come and how to strategize to help your agents win with this new normal. She will also share an example of an office AI policy.

Rich D’Ascoli, CEO Pacific Southwest Association of REALTORS^®
Rich will discuss what you need to know about the moves PSAR is making to help you thrive in this environment and how the association is here to support you and your business.

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This is an exclusive event for ALL Brokers, Owners, Leadership (Managers), and Team Leaders (BOLT) in San Diego County. All content is high-level real estate geared towards industry leaders. 

As real estate professionals, we know that consumer trust is the foundation of every successful transaction. Ensuring that clients understand exactly how their real estate professionals are compensated is central to protecting their interests and reinforcing that trust.

What is Changing?

C.A.R. has finalized revisions to standard forms to provide a standardized method for disclosing both the receipt and payment of referral fees. Because several forms were already undergoing revisions, this was the ideal time to incorporate these important modifications.

Agents should prepare for changes in the following documents:

• BRBC and RLA Forms: These forms will now include specific references to referral fees.
• New Disclosure Mechanics: The updates are designed to make it easier for REALTORS® to make appropriate disclosures, ensuring consumers are fully aware of all sources of compensation.
  
  

Why You Need to Attend the Training

When clients understand whether and how referral fees are involved, they are empowered to make informed decisions and ask the right questions. As an agent, your ability to explain these forms clearly is essential to your professionalism.

To ensure you are fully informed and prepared for when these forms go live, C.A.R. is offering a suite of educational resources and town halls. These sessions will focus on the practical application of the forms so you can continue to serve your clients with the highest level of transparency.

Upcoming Town Hall Schedule

It is strongly encourage you register for one of the following sessions to review these changes and receive additional guidance:

• Thursday, Dec. 4: 3:30 p.m. – 4:30 p.m. | Register here
• Thursday, Dec. 11: 1:30 p.m. – 2:30 p.m. | Register here
• Tuesday, Dec. 16: 9:00 a.m. – 10:00 a.m. | Register here
  

Resources

Forms Preview: Click here for the forms release with this week’s revisions.  (C.A.R. log-in required) 

By staying ahead of these changes, we demonstrate that transparency and consumer trust remain at the core of our mission. We look forward to seeing you at an upcoming town hall.

Successfully Selling HUD Homes: HERE'S HOW!

Unlock unique inventory, serve more clients effectively, and maximize the investment value of HUD Homes transaction opportunities.

Being well-versed in U.S. Department of Housing and Urban Development (HUD) policies and procedures gives savvy real estate professionals a competitive edge and the ability to effectively guide clients through this specialized property purchase experience.

 - CLASS POSTPONED - 

Unfortunately, this class is being POSTPONED with the future date TBD. Sorry for the inconvenience to those who were interested. We will let you know when the new date and time are known.

Wednesday | April 24th, 2024

11:30 AM to 1:00 PM

PSAR South Service Center
880 Canarios Ct, Chula Vista, CA 91910

Instructor: Lani Sylvas, REALTOR®, and Local Listing Broker

This training session is tailored to equip brokers and agents with the skills needed to effectively market and sell HUD-owned properties in California. 

Attendees' key takeaways are: 

• Know the eligibility requirements of HUD home purchase
• Learn the ins and outs of HUD home registration
• Efficiently navigate the HUD listing site and identify prime opportunities
• Learn the innovative techniques of How to market, advertise, and show HUD homes
• Gain a comprehensive understanding of the HUD home sales contract
• Understand the HUD priority bidding system, positioning you to secure favorable deals and maximize your chances of success.

Date: Thursday, March 21st
Time: 1:30 - 2:30 PM
Location: Zoom.  Register Here

In a landscape filled with questions following the recent settlement announcement and subsequent confusing news releases, the need for clear, actionable guidance has never been more evident.  The PSAR Broker Brain Trust offers a focused setting to address these changes head-on.

With insights from brokers Nikki Coppa, Rick Hagen, and Jason Lopez, and input from PSAR CEO Richard D'Ascoli, this one-hour meeting is an opportunity to share resources, explore options, and seek answers together. Whether finding existing solutions or discovering new ones, we're committed to supporting our community through these challenges.  Broker participation is encouraged.  

Features:

• Insightful discussions on recent legal developments
• Resource sharing to navigate the current landscape
• Collaborative problem-solving and Q&A session

This meeting is for PSAR Real Estate Brokers and Office Managers seeking clarity and direction in light of recent legal changes. 

This meeting will NOT be recorded.

Brokers Risk Management - What's going on?
Friday, October 22nd, 2021| 3:00pm - 5:00pm

Pre-Registration Required

CRMLS - Compliance Discussions

Paragon users: join a webinar on Top Compliance Violations

MLS users have been through a period of relaxed compliance enforcement while transitioning the MLS system. To ensure a healthy real estate market and a level playing field for MLS subscribers, CRMLS Compliance will soon ramp up enforcement of the rules and regulations.

To make sure everyone is prepared, the CRMLS Compliance will present a series of online webinars on Top Violations and how to avoid them. These topics will be reviewed:

• Common rules violations you may not know about.
• New NAR mandated Clear Cooperation Policy rules and avoiding mistakes.
• Enhance understanding of the system and why Brokers made these rules.
• Tips on how to avoid common mistakes that will result in costly citations
• Where the CRMLS rules & regulations and fines originate
• CRMLS citation review process

Thursdays - October 8th, 15th, 22nd and
October 29th
     

MLS Compliance Center web-page

You can find an article outlining the Top 5 Most Common Violations - HERE - 

To list Coming Soon Status you must have this from signed by Seller

The MLS rules & regulations are necessary to protect your rights as a real estate professional and preserve the accuracy of MLS data. But no one wants to receive a citation for an MLS rules violation. 

Broker Risk Management Forum
October 22nd | 12:30pm - 3:30pm

Pre-Registration Required

Broker Discussion Facilitator: Nikki Coppa, NAR & CAR Director.
Speaker: Jeff Smetana, Assistant General Counsel.
Special guest:
Department of Real Estate Commissioner Doug McCauley

Discussion Topics:

Nikki Coppa - NAR & CAR Director
     • CAR fall meeting updates

Jeff Smetana - Assistant General Counsel 
     • CRMLS mandatory fines and broker risk

Doug McCauley - DRE Commissioner
     • Commissioner’s background|
     • Operations report (program statistics)
     • Focus on enforcement and proactive outreach
     • Current department challenges
     • Opportunities for the future
     • Q & A

This meeting is open to all San Diego County REALTOR Brokers & Office Managers, so we can work together to inform, educate and raise the bar of professionalism in San Diego County.

* Doug McCauley, 55, of Sacramento, is the appointed commissioner of the Department of Real Estate. McCauley has served as Chief Deputy Director of the Department of Housing and Community Development since 2018, and has served as acting Director of the Department since 2019. He was executive officer at the California Architects Board from 2001 to 2018. McCauley earned a Master of Public Administration degree from Golden Gate University.

Pre-Registration Required
Thursday, October 22nd | 12:30 - 3:30 pm

Broker Risk Management Forum

Broker Discussion Facilitated by Nikki Coppa, NAR & CAR Director

with special guests:

Chris Hasvold Broker, CRMLS Director and NSDCAR President &
Jeff Kahn* Law Offices of Spile, Leff and Goor also the current Chair- CAR Defense Strategy Advisory Committee- 2019.

Discussion Topics:

• • 9 COVID-19 forms - intent & usage information
  • State & local "activity' guideline changes
  • State and local guidelines for Opening offices
  • Open Q&A and discussion

This meeting is open to all San Diego County REALTOR Brokers & Office Managers, so we can work together to inform, educate and raise the bar of professionalism in San Diego County.

* Jeff Kahn managed several large real estate brokerages for approximately 25 years, including Berkshire Hathaway and Prudential California Realty. Jeff is a Risk Management Attorney for Spile, Leff, and Goor. He is on the front line answering the questions and assisting the agents with their real estate issues. Jeff has been a CAR Director for many years and has been Chairperson of the Standard Forms Committee a couple of times. He has been involved in the drafting of the Statewide CAR standardized forms for many years going back to the mid-1980s. He is also involved at the Southland Regional Association of Realtors, he trains on Contracts and Disclosures and is responsible for drafting the local forms used by SRAR.

Pre-Registration Required
Thursday, May 28 | 2:00 - 4:00 pm

Save the Date for the next broker meeting: Thursday, October 22, 2020, 12:30 PM to 2:30 PM, 

Thank you to our sponsor: Michelle Adcock with

Nikki Coppa will walk you through the new C.A.R. Forms.

Presenter: Nikki Coppa, PSAR REALTOR / Broker
                                       2020 N.A.R. Risk Management Issue Chair

• 9 NEW Coronavirus related forms now in the zipForms library
• Update on the multiple revisions made in April

Join to hear the latest iterations of, and guidance on, the various forms and which to use for transactions!

Monday, May 4th
1:00 PM
Live Zoom Discussion

If you missed the meeting here are Nikki's slides from the meeting - Here -

Or Call: 619-421-7811