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Tuesday, May 12: Day One
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Tuesday, May 12: Day One
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Registration
7:45am - 8:30am
Registration and Breakfast
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General Sessions
8:30am - 8:45am
Welcome Remarks
8:45am - 9:30am
State of the Market: Macroeconomic Outlook for CRE
- Steven Kahn - Partner, Crowe
- Sean Cunningham - Chief Financial Officer, Integrated Capital Management
- Paul Giorgio - COO, Eldridge Acre Partners
- David Hammerman - COO, Global Real Estate Funds, Fortress Investment Group
- Juyuan Wei - CFO, Westwood Financial
- Cindy Park - COO, Prado Group, Inc.
9:30am - 10:15am
Risk Management, Insurance Challenges & Operational Resilience
- Jeffrey Johnson - Senior Vice President & Client Executive, Marsh USA LLC
- Bill Reil - CFO, Adler Industrial
- Kelley Brine - President, Rose Valley Management
- Bill Galipeau - Chief Operating & Financial Officer, BKM Capital Partners
- Michael Cato - Chief Administrative Officer and General Counsel, ConAm Group
- Ashia Derksen - Chief Financial Officer, Shorenstein Investment Advisers
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Networking
10:15am - 11:00am
Morning Networking Break
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General Sessions
11:00am - 11:45am
Financing Strategies and Creative Capital Solutions
- Krista Zuchowski - Partner, Cohen & Co
- Afshin Kateb - CFO, Palladius Capital Management
- Russell Munn - Chief Operating Officer, Broadshore Capital Partners
- Joe Anfuso - CFO, MG Properties
- John Confrey - Partner - Construction and Real Estate, Forvis Mazars
- Wesley Prato - Office Managing Partner - Chicago, CohnReznick
11:45am - 12:00pm
Armanino Fireside Chat
- Steven Wise - Solution Architect, Armanino
12:00pm - 12:30pm
AI for Finance: Forecasting, Controls & Risk Management
- Bryan Sapanza - CFO, Preylock Holdings
- Farah Lotia - Managing Director, Product & Quantitative Strategy, Ripple Treasury
- Ryan Kauzlick - Director, Intelligence & Automation, Forvis Mazars
- Arik Kogan - Head of Specialist Solutions Architecture, MRI Real Estate Software
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Lunch
12:30pm - 1:30pm
Lunch
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General Sessions
1:30pm - 2:00pm
The Role of the Modern Operational Leader
- Brandon Sedloff - Chief Real Estate Officer, Juniper Square
- Tana Gardner - CFO, Affinius Capital
2:00pm - 2:30pm
AI for Operations: Automation, Efficiency and Execution
- Jermey Bergeron - Territory Sales Manager, Prophia
- Barbara Rea - COO, Arden Logistics Parks
- Mark Duffield - Chief Technology Officer, LBA Logistics / LBA Properties
- Dinesh Shastri - Founder & President, OpEff Technologies
2:30pm - 3:15pm
Modernizing Real Estate Accounting
- Daniel Vitulli - Lead Managing Director, Institutional Real Estate, CBIZ
- Austin Lamb - Controller/EVP Finance, Tricor
- Sara Kowalczyk - Chief Accounting Officer, Pine Tree
- Casey Zheglov - Partner, Crowe
- Shepsi Berkowitz - VP of Financial Products, Agora Real Estate
- Alexia Pappas - Senior Tax Manager, Sorren
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Networking
3:15pm - 3:45pm
Afternoon Networking Break
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General Sessions
3:45pm - 4:30pm
Tax Strategy and Property Optimization
- Scott Jackson - Director, Baker Tilly
- Jon Fleming - Executive Vice President, Paramount Property Tax Appeal
- Lois Symms - Director of Tax, Westwood Financial
- Scott Humphrey - Partner, Forvis Mazars
- Corey Thomas - Partner, CohnReznick
- Stephen Lee - Partner, Citrin Cooperman
- David Erard - Partner, Armanino
4:30pm - 4:45pm
Reimagining Wealth Management
- Randy Tate - Co-Founder & CEO, iFlip
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Roundtable
4:45pm - 5:30pm
ESG and Tech Roundtables
This session uses a fast, two-part roundtable format: attendees will spend 20 minutes at one table, then switch to the second, allowing for deeper, niche discussions guided by experts.
4:45 - 5:05PM ESG for CFOs & COOs
- Defining ownership of ESG and aligning organizational structure
- Using ESG integration to drive long‑term business value
- Key KPIs, reporting frameworks, and measurement strategies
- Effective communication of ESG initiatives internally & externally
- Benchmarking approaches to improve ESG performance
- COO’s role in operationalizing sustainability
- Tools and technologies that mitigate climate‑ and transition‑related financial/operational risks as energy and utility costs remain elevated
- How can sustainability help CFOs identify hidden risks early and signal to investors that the company is well managed?
Moderators:
Debbie Biddle-Castillo – Risk Advisory & ESG Principal – Baker Tilly
Devin Saylor – Head of Sustainability – IDS Real Estate Group
5:10 PM – 5:30 PM: Tech That Moves the Needle
- Balancing in‑house technology vs. outsourced solutions
- Fund admin platforms delivering real ROI today
- Integrating legacy BI tools without operational disruption
- Using automation and analytics to improve NOI and efficiency
- Emerging revenue opportunities through tech innovation
- Best practices for implementation, team training, and managing compliance risk
- Lessons from early adopters on integration and measurable results
Moderators:
Mike Sebastian - Industry Principal & Director, Investment Management – AppFolio
Miles Hector – Solutions Engineer – Agora Real
Ingrid Lee – Head of Transformation – CIM Group
- Debbie Biddle-Castillo - Risk Advisory & ESG Principal, Baker Tilly
- Devin Saylor - SVP Sustainability, IDS Real Estate Group
- Mike Sebastian - Industry Principal, Investment Management, Appfolio
- Miles Hector - Solutions Engineer, Agora Real Estate
- Ingrid Lee - Managing Director and Head of Transformation, CIM Group
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Networking Cocktail Reception
5:30pm - 6:30pm
Networking Cocktail Reception
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