Agenda - Tuesday, May 12: Day One | Real Estate CFO & COO West

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Registration

7:45am - 8:25am

Registration and Breakfast

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General Sessions

8:25am - 8:30am

Welcome Remarks

8:30am - 9:00am

Keynote from Local Economist/Large Company with Retail Experience

9:00am - 9:45am

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

9:45am - 10:30am

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

10:30am - 11:00am

Juniper Square Panel

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Networking

11:00am - 11:45am

Morning Networking Break

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General Sessions

11:45am - 12:30pm

AI for Finance and Operations

Jermey Bergeron - Territory Sales Manager, Prophia
Bryan Sapanza - CFO, Preylock Holdings
Farah Lotia - Managing Director, Product & Quantitative Strategy, Ripple Treasury
Mark Duffield - Chief Technology Officer, LBA Logistics / LBA Properties
Barbara Rea - COO, Arden Logistics Parks
Ryan Kauzlick - Director, Intelligence & Automation, Forvis Mazars
Dinesh Shastri - Founder & President, OpEff Technologies

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Lunch

12:30pm - 1:30pm

Lunch

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General Sessions

1:30pm - 2:15pm

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 - Audit Senior Manager, Crowe
Shepsi Berkowitz - VP of Financial Products, Agora Real Estate
Wesley Prato - Office Managing Partner - Chicago, CohnReznick

2:15pm - 3:00pm

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 & General Counsel, ConAm Group

3:00pm - 3:45pm

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

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Networking

3:45pm - 4:15pm

Afternoon Networking Break

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Roundtable

4:15pm - 5:00pm

ESG and Tech Roundtables

Debbie Biddle-Castillo - Risk Advisory & ESG Principal, Baker Tilly
Devin Saylor - SVP, ESG Specialist, IDS Real Estate Group
Mike Sebastian - Industry Principal, Investment Management, Appfolio
Miles Hector - Solutions Engineer, Agora Real Estate
Steven Wise - Solution Architect, Armanino

5:00pm - 5:30pm

Asset Class Roundtables

Daniel Lin - Managing Principal, Chatham Capital Investors
Cindy Park - COO, Prado Group, Inc.
Aaron Weaver - President, Bendetti

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Networking Cocktail Reception

5:30pm - 6:30pm

Networking Cocktail Reception

Tuesday, May 12: Day OneTuesday, 12 May 2026

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