Agenda - Day 1 - 5/8 | Real Estate CFO & COO West

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Registration - Monarch Ballroom Foyer

7:15am - 8:10am

Registration & Breakfast

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General Sesions - Monarch Ballroom 1

8:10am - 8:20am

Welcome Remarks

8:20am - 9:05am

What are the top priorities for real estate CFOs in 2025?

Wesley Prato - Office Managing Partner - Chicago, CohnReznick
Wesley Wilson - CFO, Avanath Capital
Sean Cunningham - CFO, Integrated Capital Management
Juyuan Wei - CFO, Westwood Financial

9:05am - 9:50am

Navigating the new cycle: what is on the horizon for real estate business leaders?

John Confrey - Partner - Construction and Real Estate, Forvis Mazars

9:50am - 10:35am

COO roundtable: optimizing business & investment operations

Roger Yang - U.S. Industry Leader – Building, Construction & Real Estate, KPMG
Barbara Rea - COO, Arden Logistics Parks
Paul Giorgio - COO, Eldridge Acre Partners
Alexis Volen - COO, CIRE Equity

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Networking - Monarch Foyer

10:35am - 11:20am

Networking Break

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General Sesions - Monarch Ballroom 1

11:20am - 12:05pm

Generating sustainable operational alpha: best practices for CFOs & COOs in private real estate

Brandon Sedloff - Chief Real Estate Officer, Juniper Square
Tana Gardner - CFO, Affinius Capital
Brendan MacDonald - Partner & COO, Real Estate, Stepstone Group
John Williams - President, COO & CIO, Avanath Capital Management

12:05pm - 12:50pm

Mastering the fund lifecycle: evolving from emerging to established fund manager

Steven Kahn - Partner, Crowe
Mark Sato - CFO, Calmwater Capital
Vladimir Shlafman - CFO, Belveron Partners

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Lunch - Grand Lawn

12:50pm - 2:05pm

Lunch

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Track A - Monarch Ballroom 1

Track B - Monarch Ballroom 2

2:05pm - 2:50pm

Tax outlook under a new administration

Doug Buurma - Partner, Moss Adams
Michael Silvio - Tax Partner, MGO
Dennis Theodossis - Tax Partner, Forvis Mazars
Cory Bultinck - Partner, Wipfli
Chris Streit - CEO, CSA Partners
Stephen Lee - Partner, Citrin Cooperman

2:50pm - 3:35pm

Advancements in fund administration

Katie Olsen - Senior Manager, Moss Adams
William Andreoni - Fund Services+ Co-Lead, RSM US

2:05pm - 2:50pm

Transforming finance & operations functions through technology & data

Mike Sebastian - Industry Principal, Investment Management, Appfolio
Carla Hinson - Vice President, NA Solutions, MRI Real Estate Software
David Sloan - Senior Sales Executive, Financial Services, Kyriba
Dinesh Shastri - Founder & President, OpEff Technologies

2:50pm - 3:35pm

Technology & innovative strategies to boost NOI

Casey Zheglov - Audit Senior Manager, Crowe
Arik Kogan - Head of Specialist Solutions Architecture, MRI Real Estate Software
Russell Munn - Chief Operating Officer, Broadshore Capital Partners
Simon Herrmann - SVP, PearlX
Jeff Wilson - Founder & CEO, Pereview Software
Ben Slick - Senior VP of Business Development, HydroPoint

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Networking - Monarch Foyer

3:35pm - 4:05pm

Networking Break

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Track A - Monarch Ballroom 1

Track B - Monarch Ballroom 2

4:05pm - 4:50pm

Creative solutions for owners of distressed properties

Daniel Vitulli - Managing Director, CBIZ
Afshin Kateb - CFO, Palladius Capital Management
Robert Durand - EVP, KBS

4:50pm - 5:35pm

The evolving roles of the ESG-focused CFO & COO (interactive roundtable)

Nate White - Director, Forvis Mazars

4:05pm - 4:50pm

Criminal threats for finance, treasury and operations

Dave Adams - COO & Co-Founder, Conduit Security
David Sloan - Senior Sales Executive, Financial Services, Kyriba
Trent Wallin - CFO, Peak Capital Partners
Austin Lamb - Controller/EVP Finance, Tricor

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Networking Cocktail Reception - Monarch Terrace

5:35pm - 6:35pm

Networking Drinks Reception

Day 1 - 5/8Thursday, 8 May 2025

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