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2017 Lake Homes Realty Agent Summit

The Nation’s Largest Lake-Focused, Full-Service Brokerage

presents the


A Private Premier Event

October 17, 18, & 19, 2017 – Birmingham, Alabama

This isn’t a conference. It’s an experience where each participant helps shape the conversations and lessons.

An Exclusive Opportunity to Learn from the BEST-OF-THE-BEST in Lake Real Estate!

Attendees engage in strategic discussions about growth, value, and current real estate trends.

LEARN from top, lake-focused real estate agents, engaging in discussions about relevant challenges, new consumer habits, and market growth strategies.

HEAR from speakers who are at the forefront of modern, technology-enabled service businesses and marketing.

ENJOY receptions and dinners while you socialize with successful, knowledgeable peers from across the country.

GAIN unique insight into smarter, proven ways to strengthen your personal brand and market position.

UNDERSTAND what today’s lake home buyers and sellers are really thinking and how to leverage this for success (for you and your clients).

This is not a rah-rah pep rally event (though we’ll have fun). We already know you’re a motivated “go-getter.” It’s why you’re part of our team!

The Agent Summit provides actionable information for agents serious about owning and retaining a major share of their local lake real estate market.



Zane Tarence, Managing Director of Founders Advisors’ Technology Practice, is an experienced investment banker, growth strategist, and entrepreneur.

He is a recognized national expert and highly sought-after speaker on the growth and monetization of digital media, internet technology, and software companies.

Over the past 18 years, Zane has been involved in the growth of hundreds of technology-focused businesses, including some of the largest lead generation internet businesses in the country.

As an industry leader, Zane and his team focus on business vision and behaviors that lead to success.

THE Top Lake Real Estate Agents. Lake Homes Realty has many of the most successful lake-focused real estate agents in the country.

Our interactive sessions share the experiences, client engagement, marketing, work habits, and time management these top agents use to drive business and acquire repeat clients.

Success in real estate is not just luck, but the intersection of service, knowledge, and marketing, all driven by consistent discipline of time and focus.

Always noted as the most powerful resources at our events, our agents provide unique insight into what drives success and how to attack challenges.

Lake Homes Realty CEO Glenn S Phillips

Glenn S. Phillips, CEO of Lake Homes Realty, is an experienced technologist, entrepreneur, speaker, and author.

Glenn is often quoted by media outlets, including The Wall Street Journal,, American Express Open,, USA Today, Psychology Today, and Entrepreneur Magazine.

In the last year, Glenn has been a speaker at several national real estate conferences, including NAR, Inman Connect, and RESO.

Heather Glass - Zillow

Heather GlassBrokerage Relations Director with Zillow Group, brings a wealth of experience and real candor to the relationships Zillow is working to build with real estate brokerages.

Heather’s background includes experience  in real estate advertising, teacher’s pensions and insurance, and payment systems.

Her daughter is a member of the USA National BMX Cycling Team for her age group.

Lake Homes Realty - Doris Phillips

Doris Phillips, COO and Director of National Brokerage Operations for Lake Homes Realty, is an entrepreneur, philanthropist, and seasoned real estate veteran in title insurance, closings, and real estate brokerage operations.

Doris is a licensed real estate broker and Realtor® in Alabama and Georgia.

Her business endeavors have been nationally recognized by Realtor Magazine, My Business Magazine,, Dell, and Good Housekeeping magazine.

In 2015, Doris was named one of three “Business Women to Watch” by The Birmingham Business Journal.

Dr Michael Semon

Dr. Michael Semon, Principal at Relationships Incorporated, is a behavioral psychologist and an expert at healthy relationships.

Whether in a business situation, church, or a personal relationship, Dr. Semon specializes in teaching practical skills necessary to establish and respect healthy boundaries and engagement.

Throughout his 30 years as a professional counselor, he has focused on helping each person understand and use healthy skills uniquely aligned for their personal and professional relationships.


John Sims - Lake Homes Realty

John Sims, Director of Development for Lake Homes Realty, is a powerful combination of brand ambassador and market explorer.

Traveling the U.S., John is one of the few people in real estate to sit and visit face-to-face with hundreds of successful real estate agents. Through this effort, he has acquired a wealth of information about numerous markets and the skills agents use to build meaningful success.

Prior to Lake Homes Realty, John served for 22 years in the U.S. Army as an instructor and as a pilot in Special Operations.

The Birmingham Business Journal has recognized John as one of Birmingham’s “Veterans of Influence.”

Brian Cauble, Director of Market Engagement at Lake Homes Realty, is a deeply respected technology and marketing veteran.

Prior to joining Lake Homes Realty, Brian founded and served as CEO of Appsolute Genius. The company designed and built mobile phone apps, building over 200 apps for healthcare systems, whole distributors, startups, large consumer brands, and more.

The Birmingham Business Journal recognized Brian in its “Top 40 Under 40” list, and the University of Alabama at Birmingham tapped him as their “2013 Outstanding Young Alumnus.” Brian is also a board member for the Birmingham Venture Club.


Tuesday, Oct 17 ( Schedule Subject to Change – All Times Central US)
Tuesday Afternoon

6:00 pm to 7:00 pm

7:00 pm

Hotel Check-In

Early Summit Check-In (Hotel Meeting Room)

Dinner, with Special Guest Zane Tarence (Hotel Meeting Room)

Wednesday, Oct 18
7:30 am to 8:30 am

7:30 am to 8:45 am

8:30 am

10:25 am

10:40 am

11:45 am

12:30 pm

1:45 pm

1:55 pm

2:10 pm

6:10 pm to 6:25 pm

6:30 pm

8:30-ish pm

Breakfast (Hotel Meeting Room)

Summit Check-In (Hotel Meeting Room)

Welcome, Opening Remarks, Sessions Start


Sessions Continue

Lunch and Networking

Sessions Continue

LHR Agents and Staff – Group Photo


Open Space Sessions

Depart Hotel via Uber to Evening’s Reception and Dinner (You may also elect to drive, as the restaurant is only about 1 mile away)

Cocktail Reception and Dinner – John’s City Diner – 112 Richard Arrington Jr Blvd N, Birmingham, AL 35203

Return to Hotel On Your Own Schedule (Uber)

Thursday, Oct 19
7:30 am to 8:15 am

7:50 am

8:45 am

9:00 am

10:00 am

10:15 am

11:15 am

11:45 am


Breakfast (Hotel Meeting Room)

Compliance Meeting – All Brokers-in-Charge, with Doris Phillips

Morning Kick-Off

First Morning Session


Final Session

Agent Success Awards and Photos

Closing Remarks

Lunch and Networking (box lunch, so you can take it with you if you need to hit the road)

Friday, Oct 20  Optional Post-Summit Coaching & Planning
8:30 am to 3:30 pm


Coaching and Planning Sessions (as scheduled by each agent) at Lake Homes Realty office (105 Hayesbury Drive, Pelham, AL 35124).

For those LHR agents interested in leveraging even more value from this event, Lake Homes Realty staff will offer more detailed one-on-one and small-group coaching and planning sessions at our nearby corporate office. You pick the topic!

Please contact Michael Gurley ( to schedule your Post-Summit Coaching & Planning Session.


Work sessions, breakfasts, lunches, lodging, and Tuesday night’s dinner will be at the Sheraton Birmingham Hotel, 2101 Richard Arrington Jr. Boulevard, Birmingham, AL 35203 (205) 324-5000.

Lodging, if reserved in advance, is provided by Lake Homes Realty on Tuesday and Wednesday nights for all LHR agents and select invited guests.

Transportation to/from the airport is available if scheduled in advance. Please share your flight information when registering, or email the information to

Comfortable attire encouraged for all activities. We’re here to be productive!