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September 17th
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September 17th
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Exhibitors
7:00am - 7:45am
Exhibitor set-up
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Registration
7:45am - 8:30am
Breakfast & registration
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General Session
8:30am - 8:45am
Macro outlook 2027: Data-driven trends shaping real estate
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 US Research, BGO
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 - CFO, Avanath Capital
- Bill Comeau - CFO, First National Realty Partners
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Networking
10:15am - 11:00am
Morning networking break
Showing 2 of 2 Streams
Track A
Track B
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
11:45am - 12:30pm
Fund administration, reporting & compliance pressures
- Adam Sher - CFO, Vero Capital
- Joe DiSalvo - SVP, Corporate Controller, RXR
- Mitch Melfi - CFO, Drake Real Estate Partners
- Eric Dembinski - Managing Director, Baker Tilly
- 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, GTIS Partners
- Roi Marks - Head of Fund Finance, Faropoint
- DJ Birnie - CFO, Saratoga Group
- Jared Forman - Principal, Forvis Mazars US
- David Fisher - VP, AI, CBIZ Advisors
11:45am - 12:30pm
AI for data & business intelligence
- Alex Lavell - Territory Sales Manager, Prophia Inc
- Carla Hinson - Vice President, NA Solutions, MRI Real Estate Software
- Max Gagliardi - Chief Financial Officer, Dalfen Industrial
- Farah Lotia - Managing Director, Product & Quantitative Strategy, Ripple Treasury
Showing 1 of 1 Streams
Networking
12:30pm - 1:45pm
Structured networking lunch
Showing 2 of 2 Streams
Track A
Track B
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
- Jason Gilbert - CFO, Artes Capital
2:30pm - 2:45pm
CFO fireside chat
- Abe Schlisselfeld - Senior Managing Director, CBIZ
1:45pm - 2:30pm
AI in operations & property management
- Jeff Jerden - COO, Greenbrook Real Estate
- Greg Kostrikin - COO, PSG
- Pamela Larin - Chief Financial Officer, Arden Logistics Parks
- Arik Kogan - Head of Specialist Solutions Architecture, MRI Real Estate Software
2:30pm - 2:45pm
COO fireside chat
Showing 2 of 2 Streams
Track A
CFO & COO Closed Door
2:45pm - 3:30pm
CAO spotlight: Controllership, audit & financial governance
2:45pm - 3:45pmInvitation only
CFO & COO closed door
- John Confrey - Partner - Construction and Real Estate, Forvis Mazars
- Shahab Moreh - Partner, Forvis Mazars
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Networking
3:45pm - 4:00pm
Afternoon networking break
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General Session
4:00pm - 4:45pm
Accounting, valuations & audit readiness
- Steven Kahn - National Real Estate Services Practice Co-Leader, Crowe
- Dave Dieterich - CFO, RRA Capital
4:45pm - 5:30pm
The modern operational leader: How the COO mandate is widening
- Shelley Balanda - Founder + COO, Footprynt
- Kelley Brine - President, Rose Valley Management
- Silvia Fernandes - Chief Legal Officer, ARCTRUST
- Leslie Cohen - Chief Operating Officer, The Davis Companies
- Laurie Golub - Senior Managing Director / COO, Affinius Capital
Showing 1 of 1 Streams
Networking
5:30pm - 6:30pm
Networking cocktail reception
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Registration
6:30pm - 6:40pm
Event concludes
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