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Real Estate CFO & COO East
September 2027
Venue: TBANew York, NY
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September 17th (THIS IS THE 2026 AGENDA)

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September 17th (THIS IS THE 2026 AGENDA)
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Showing 1 of 1 Streams
7:00am - 7:45am
Exhibitor set-up
Showing 1 of 1 Streams
7:45am - 8:25am
Breakfast & registration
Showing 1 of 1 Streams
8:25am - 8:30am
Welcome Remarks
8:30am - 8:45am
Macro outlook 2027: Data-driven trends shaping real estate
  • Jeff Bingham - Chief Macro and Investment Strategist, Heitman
8:45am - 9:30am
Macro outlook in practice: C-suite perspectives on strategy, risk, and deployment
  • Fran Randall - Partner, Forvis Mazars
  • Ryan Severino - Managing Director Chief Economist & Head of Research, BGO
  • Scott Kraemer - Head of Markets, U.S., Aztec Group
  • Mark Levy - Chief Investment Officer, FRP Development Corp.
  • James Hayes - CFO, Draper & Kramer
9:30am - 10:15am
Capital markets & liquidity strategies in a reset cycle
  • Paul Jhung - Partner-Commercial Real Estate Industry Leader – Northeast, CohnReznick
  • Manish Shah - Senior Managing Director, Palladius Capital Management
  • Idan Tzur - CFO, Faropoint
  • Wesley Wilson - Partner, CIO & CFO, Avanath Capital
  • Bill Comeau - CFO, First National Realty Partners
Showing 1 of 1 Streams
10:15am - 11:00am
Morning networking break
Showing 2 of 2 Streams
11:00am - 11:45am
Tax strategy in an election year: Planning for uncertainty
  • Ashalata Shettigar - REIT Practice Lead, Partner, Cohen & Co
  • Kevin McHale - Principal, Anchin Baker Tilly
  • Bill Harbeson - Director of Energy Insentives, Capstan Tax Strategies
  • Robert Schachat - National Tax Managing Director, BDO
  • Jay Blaivas - Real Estate and Construction Tax Services Partner, Crowe Advisory LLC
  • Jason George - Partner, Sorren
11:45am - 12:30pm
Fund administration, reporting & compliance pressures
  • Eric Dembinski - Managing Director, Baker Tilly
  • Joe DiSalvo - SVP, Corporate Controller, RXR
  • Mitch Melfi - CFO, Drake Real Estate Partners
  • Alex Eggers - Partner, Forvis Mazars
  • Dinesh Shastri - Partner & Head of Product, OpEff Technologies
11:00am - 11:45am
AI in accounting, finance & reporting
  • Jon Klausa - Partner, Client Accounting Services, Aprio Advisory Group
  • Anil Padiyedathu - Managing Director & Chief Financial Officer, Brightshore Capital
  • Roi Marks - Head of Fund Finance, Faropoint
  • Jared Forman - Principal, Forvis Mazars US
  • David Fisher - VP, AI, CBIZ Advisors
  • Stephen Farrell - VP of Sales, PredictAP
11:45am - 12:30pm
AI for data & business intelligence
  • Alex Lavell - Territory Sales Manager, Prophia Inc
  • Carla Hinson - Vice President, Global Product Strategy, MRI Software
  • Jacob Blackett - CEO, SponsorCloud & Holdfolio, SponsorCloud
  • Max Gagliardi - CFO, Dalfen Industrial
  • Farah Lotia - Managing Director, Product & Quantitative Strategy, Ripple Treasury
  • Richard Gerritsen - Director, Yardi
Showing 1 of 1 Streams
12:30pm - 1:45pm
Networking lunch
Showing 2 of 2 Streams
1:45pm - 2:30pm
Asset classes: What’s working and what’s not
  • Blake Boshnack - Real Estate Tax Partner, Citrin Cooperman
  • Lynne Westbrook - Head of Fund Services, Ocorian
  • Jose Gomez - Managing Partner, Logica Services
  • Jason Gilbert - CFO, Artes Capital
  • Clayton Avent - Chief Financial Officer, Solar Landscape
2:30pm - 2:45pm
CFO fireside chat
  • Abe Schlisselfeld - Senior Managing Director, CBIZ
  • Marc Ehrlich - President, Rose Associates
1:45pm - 2:30pm
AI in operations & property management
  • Fred Cooper - Founder, Fin River Advisors
  • Jeff Jerden - COO, Greenbrook Real Estate
  • Pamela Larin - Chief Financial Officer, Arden Logistics Parks
  • Arik Kogan - Head of Specialist Solutions Architecture, MRI Real Estate Software
  • Sean Forster - Industry Principal, AppFolio
  • John Ball - Channel Manager, AvidXchange
2:30pm - 3:00pm
Blockchain basics, stablecoins and tokenization of real-world assets
  • Doug Spencer - Founder, Monetaforge
Showing 2 of 2 Streams
3:00pm - 3:45pm
Afternoon networking break
3:00pm - 3:45pmInvitation only
Closed door meeting for CFOs
  • John Confrey - Partner - Construction and Real Estate, Forvis Mazars
  • Shahab Moreh - Partner, Forvis Mazars
Showing 1 of 1 Streams
3:45pm - 4:15pm
Beyond the balance sheet: Modern accounting challenges in real estate investment
  • Andy Jones - Partner, Audit & Assurance, Crowe
  • Dave Dieterich - CFO, RRA Capital
  • Adam Sher - CFO, Vero Capital
4:15pm - 5:00pm
The modern operational leader: How the COO mandate is widening
  • Chuck Hurchalla - President, Evolution Sustainability Group
  • Kelley Brine - President, Rose Valley Management
  • Silvia Fernandes - Chief Legal Officer, ARCTRUST
  • Leslie Cohen - Founder, Ops Alchemy
  • Laurie Golub - Senior Managing Director / COO, Affinius Capital
  • Shelley Balanda - Founder + COO, Footprynt
Showing 1 of 1 Streams
5:00pm - 6:00pm
Networking cocktail reception
Showing 1 of 1 Streams
6:00pm - 6:10pm
Event concludes
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