Real Estate CFO & COO (West)
Santa Monica, CA
May 16 - 17, 2019


We’ve moved! Mark your calendar for IMN's 7th Annual Real Estate CFO & COO Forum (West) in Santa Monica, CA on May 16-17, 2019!
Every year, the forum provides unmatched opportunities for attendees to expand their knowledge from sessions focused on the latest trends in accounting, regulations and technology, and also in hours of built-in networking opportunities for forging those critical business connections.
The 2019 conference brings a wealth of fresh content, with presentations and panels covering RegTech, talent wars, late-cycle fundraising opportunities, unleashing the power of AI, inclusion and diversity in leadership, and so much more. At this forum, CFOs, COOs, Tax & Accounting Officers, Controllers, Treasurers and more will converge for a day and a half program packed with insights from real estate developers, lenders, REITs, and operating companies.

We look forward to welcoming you to Santa Monica this spring!

Who Should Attend
  • Accountants
  • Chief Accounting Officers
  • Chief Financial Officers (of REITs, Funds, Lenders and Operating Companies)
  • Chief Operating Officers
  • Chief Tax Officers
  • Controllers
  • Tax
  • Treasurers
  • Service Providers

Conference Highlights

Networking Tutorial

    Platform Introduction


    Getting Started


    Updating Personal Info


    Updating Demographics


    Searching By Name/Company


    Filter By Demographics


    Send Invitation


    Accept Invitation


    Messaging Connections


    Post Conference Content



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My Agenda

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    Thursday, May 16th, 2019

      7:30 AM
      Registration & Breakfast Courtesy Of:

      8:10 AM
      IMN's Opening Remarks

        • Sanyu Kyeyune , Program Manager (IMN)

      8:15 AM
      CFO Roundtable

      • In this panel, real estate CFOs discuss how they are driving transformation within their organizations and share predictions for the year ahead. This session will cover:
        • How the CFO role is evolving, and what’s needed to stay competitive
        • Finding qualified talent in a tight labor market and investing in human capital
        • Compliance considerations
        • Solutions for managing risk
        • Macroeconomic trends impacting real estate finance
        • Procurement management
        • Vetting third-party providers
        • Compensation trends
        • Investor reporting and accounting

        • David Kessler , Managing Partner, Real Estate Group (CohnReznick LLP)
        • John Gottfried , CFO (Acadia Realty Trust)
        • Sean Cunningham , Chief Financial Officer (Integrated Capital Management)
        • Jennifer McLean , CFO (Kushner Companies)
        • Elizabeth Pagliarini , Chief Financial Officer (Summit Healthcare REIT, Inc.)
        • Aaron Weaver , CFO (The Bendetti Company)

      9:00 AM
      Investing in Opportunity Zones: The Devil’s in the Details

      • The new community development tool that incentivizes long-term investment in low-income areas has great potential for the real estate industry, but at what cost? This session provides a detailed look at the intricacies of investing in opportunity zones, including tax and accounting considerations, risk reduction, due diligence and deal flow management.
        • What tools are available for managing the wealth of information required to successfully execute opportunity zone investments?
        • Which pitfalls have investors encountered so far, and what risks might lie ahead?
        • How are real estate companies structuring opportunity funds? What impact are these investments having, and what returns are investors achieving?
        • James Bohan , Principal (Stonehan Capital, LLC)
        • Richard Kalvoda MAI, CRE, FRICS, Senior EVP (Altus Group U.S. Inc.)
        • Gregg Bloomberg , Partner (CohnReznick LLP)
        • Joseph Scalio , Partner, Tax (KPMG LLP)
        • Chris Paris , Partner (Moss Adams LLP)
        • Amy Pearce , Director, Global Real Assets (SS&C Technologies)

      9:45 AM
      Innovations in Fund Administration & Accounting

      • Now robust, the real estate fund administration industry is approaching a tipping point.
        • What techniques are fund administrators using to meet increasingly complex regulatory requirements?
        •  What do real estate business leaders need to consider when partnering with third-party fund administrators? 
        • How are these partnerships reducing risk, enhancing operations and generating value for investors?
        • What’s on your checklist when selecting a fund administration service provider?
        • How are CRE firms creating balance sheets that reduce overall costs?
        • What are the most costly and inefficient areas of your business? What are you doing to improve them?
        • What functions are better to in-source, rather than outsource?
        • What parts of your accounting process are you automating? 
        • What challenges do you face around scaling, and what solutions are you seeking?

        • Hunter Thompson , Managing Principal (Asym Capital)
        • Bob Woosley , Executive Director (FD Fund Administration)
        • Sean Cunningham , Chief Financial Officer (Integrated Capital Management)
        • Jeffrey Schrumm , Director, Real Asset Solutions (SS&C Technologies)
        • Alex McGillivary , Senior Account Executive (Yardi Systems Inc.)

      10:30 AM
      Networking Break Courtesy Of:

      11:15 AM
      The Future of Real Estate Finance & Operations

        • How are these shifts affecting the commercial real estate market?
        • How are CRE companies embracing digital transformation?
        • Effective strategies for addressing change management within your organization?
        • How critical are data management and governance in your firm today?What are the complexities and rewards of investing in technology and partnering with CRE tech startups?
        • What’s the state of the CRE market, and how does this shape the strategies of COOs and CFOs?
        • What are the next big trends in CRE tech?

        • Grant Wood , Head of Business Development & Industry Principal (Juniper Square)
        • Naseem Wenzel , Partner (CohnReznick Advisory )
        • Jeffrey Toporek , Principal (FD Stonewater)
        • Steve Orchard , Chief Investment Officer (RAD Urban)
        • Eddie Ring , Founder & CEO (New Standard Equities)

      12:00 PM
      The Key to a More Transparent Investor Reporting Process

      • Information management is only getting more complex as real estate organizations scale up, pursue new investment strategies and continue to adjust their capital stacks.
        • What are the reporting challenges associated with private equity real estate assets?
        • How do you communicate with investors? Do you plan to change this method soon?
        • Where do inefficiencies tend to arise, and how do you tackle them?
        • What capabilities is technology bringing to investor reporting? How is proptech meeting demand for transparency across a wider range of property types?

        • Ken Cruse , Founding Partner & CEO (Alpha Wave Investors, LLC)
        • Kelly Blair , Managing Director, Finance (BKM Capital Partners)
        • Ron Rossi , VP, Business Development (IMS CRE)
        • Morris Groberman , Co-Founder & Principal (Northwest Commercial Real Estate Invest.)
        • Charles Kellogg , CFO/COO (Singerman Real Estate, LLC)
        • Alex McGillivary , Senior Account Executive (Yardi Systems Inc.)

      12:45 PM

      1:45 PM
      How to Be a Data Management Champion

        • What should CFOs and COOs do to improve their technology arsenals?
        • What innovations in automation, analytics and real-time reporting could materially impact data management?
        • How are CRE companies using AI to better meet the demands of tenants, residents and investors?
        • What are the latest innovations in data management software, and how are they impacting tenant and resident retention?
        • What tech-enabled solutions are improving building systems and asset management, accounting and reporting?

        • Laura Dietzel , Senior Manager (RSM US LLP)
        • Bob Goldbaum , VP Strategy (Dynamo Software)
        • Ian Cameron , CIO (OSCRE International)
        • Daryl Pitts , SVP of Sales (Saxony Partners / Pereview Software)
        • Carmen Clark , Director West Coast (REdirect Consulting)
        • Shane Farkas , COO (The Agency)

      2:20 PM
      The Ins and Outs of Outsourcing

        • How are CRE firms creating balance sheets that reduce overall costs?
        • What are the most costly and inefficient areas of your business? What are you doing to improve them?
        • What functions are better to in-source, rather than outsource?
        • What parts of your accounting process are you automating?
        • What challenges do you face around scaling, and what solutions are you seeking?

        • Barry Johnson , Managing Director, Global Head of Real Estate Operating Platform, Real Estate Fund Services (State Street)
        • Kristen Thomasino , VP, Real Estate Solutions (AvidXchange)
        • David Hott , President (Hott Solutions Corp)
        • Machele Huckabee , Account Executive (RealPage Inc.)
        • Craig O'Neill , CEO (Versapay)
        • Matt Lougee , Executive Vice President, Finance + Strategy (Westwood Financial LLC)

      3:05 PM
      What Institutional Investors Want

      • The possibility of a downturn has pushed more institutional investors to target the quality and safety of the U.S. CRE market.
        • In today’s environment, how are CRE firms structuring deals using offshore institutional capital?
        • In what ways are institutional investors adjusting their portfolios?
        • Where are institutional investors finding opportunities, and what returns are they achieving?
        • Which sectors are in highest demand by global institutional asset owners?
        • How are sovereign wealth funds viewing the U.S. market?
        • How are ESG strategies impacting the investment decisions of institutional investors?

        • Daniel G. Vitulli , National Partner, Real Estate Group (Marcum LLP)
        • Melanie Pennell-Mayer , Principal (Associated Ventures, LLC)
        • Manny Trelles , Principal (CLA (CliftonLarsonAllen))
        • Thomas Wiese , Senior Managing Director (Lombard International)
        • Neil Soskin , Owner (Neil Soskin Commercial Real Estate Services)
        • Brian D. Bailey , Subject Matter Expert, CRE (The Federal Reserve Bank of Atlanta)

      3:50 PM
      Networking Break Courtesy Of:

      4:15 PM
      Tax Compliance Considerations

        • Are tax law changes poised to make a deeper impact on commercial real estate as the prolonged economic recovery continues?
        • What are the most important tax considerations of investing in opportunity zones?
        • What are the cyclical risks of these and other long-term investment vehicles?
        • How are CFOs and COOs approaching 1031 exchanges?
        • What are best practices for analyzing depreciation methods associated with tax shelters?
        • How are these innovations in regulatory technology advancing? How are they helping companies keep up with the increasing demands of regulatory compliance?
        • How is AI simplifying compliance workflow?

        • Jean Ho , COO (Rich Uncles)
        • Michael D. Mayer , Managing Member & CEO (Associated Ventures)
        • Scott Humphrey , Partner (BKD)
        • Irwin Boris , COO (Heritage Capital Group)
        • Jennifer McLean , CFO (Kushner Companies)
        • Scott L. Jackson , Principal (Squar Milner LLP)

      4:50 PM
      A Seat at the Table: Talent Wars, Inclusion & Diversity in Leadership

        • In an increasingly competitive climate, how are COOs and CFOs expanding employment?
        • What investments are they making in human capital, and what returns are they getting as a result?
        • What’s the role of workplace design in attracting and retaining talent?
        • Where are they looking for qualified talent?
        • Which diversity and inclusion initiatives are making a meaningful impact?
        • Is the race for talent only going to intensify? What creative recruitment tactics are employers using?
        • What are the most common challenges CFOs and COOs face in implementing more inclusive hiring initiatives?
        • What should CFOs and COOs do to make sure managers are interviewing more women and other underrepresented candidates for non-administrative roles?
        • How should managers include more diverse viewpoints in hiring decisions?

        • Chris Beucler , COO (Zephyr Partners)
        • Wesley Wilson , Chief Financial Officer (Avanath Capital)
        • Deanna Farnell , COO/CFO (CGI Strategies)
        • Amita Patel , COO (Polaris Real Estate Partners)
        • Diane K. Danielson , COO (SVN International Corp.)
        • Chad Lande , COO (The Chadmar Group)
        • Jessica Thorsheim , EVP, Finance and Business Development (Everest Healthcare Properties, LLC)

      5:30 PM
      Networking Reception

      6:30 PM
      Day One Concludes

    Friday, May 17th, 2019

      7:45 AM
      Registration & Breakfast For Closed Door Attendees

      8:00 AM
      CFO Closed-Door Hosted by:

        • Ronald Kaplan CPA, National Lead, Commercial Real Estate Practice (CohnReznick LLP)

      8:30 AM
      Registration and Breakfast for All Attendees

      9:00 AM
      COO Roundtable

      • Learn how real estate COOs are improving operational efficiency within their firms in a panel discussion exploring:
        • How COOs manage change and growth within their organizations
        • The overlap between the COO and CFO roles, and methods to improve collaboration
        • Challenges that COOs anticipate
        • Cost control solutions: capital planning, asset preservation, and how to choose and implement the right mix
        • Market shifts expected to have major impacts on CRE firms
        • Career trajectory of COOs
        • Cybersecurity risk management

        • Matthew Mejia , Partner (RSM LLP)
        • Kurt Kaufman , Chief Operating Officer (Brixton Capital)
        • Kevin Hirai , COO (FlyawayHomes, LLC)
        • Julie Blank , COO (New Standard Equities)
        • Jean Ho , COO (Rich Uncles)
        • Chris Beucler , COO (Zephyr Partners)

      9:45 AM
      Unlocking Value by Pushing Beyond Technology Adoption

      • Operations, accounting and finance executives of CRE companies discuss how they are striving to build strategy roadmaps for using technology to manage compliance, hiring and training, and reporting in a candid panel discussion.
        • Dan Arendt , Director, CPA (CohnReznick)
        • Vanessa Lane , Partner / Managing Director (Equilibrium Real Estate Investments)
        • Damian Langere , Partner (Gelt Inc.)
        • Keith Kauffman , CFO (Sunbelt Holdings)
        • Brent Gaisford , CFO (Treehouse Co-Living)

      10:30 AM
      Networking Break Courtesy Of:

      11:00 AM
      FinTech Trends

        • How are CRE companies using FinTech solutions to handle transactions?
        • What are the characteristics of an effective (or ineffective) partnership with a FinTech service provider?
        • VC capital has been flowing into real estate fintech. What types of firms are these investors targeting?
        • Which fintech solutions are CRE companies relying on for streamlining investor reporting and accounting?
        • What competitive advantages are fintech service providers offering CRE firms?
        • What does real estate tokenization look like in 2019, and what’s the long-term outlook?
        • How is tokenization helping to reinvigorate REITs?
        • What are the newest tokenized real estate offerings?
        • How can you ensure that token sales are compliant?
        • What degree of liquidity do tokenized trades offer investors?
        • How is tokenization impacting co-investment? Are large operators looking to partner with individual investors?

        • Keith Kauffman , CFO (Sunbelt Holdings)
        • Joe Anfuso , CFO (MG Properties)
        • Damian Langere , Partner (Gelt Inc.)

      11:45 AM
      Executing Large Multifamily Deals with Institutional Capital

        • How are you looking at the multifamily market now? How is that impacting the way you are participating in the market?
        • How have deal terms and reporting requirements changed as you work with additional Institutional capital providers?
        • As more money comes into the market, how has your strategy changed?
        • How have you used technology to address a growing demand from institutions to have more transparency into their investments?
        • How have you stayed competitive in a tight multifamily market? 
        • Jason Buxbaum , Founder (Jevan Capital)
        • Shally Hu , Head of Acquisitions (ARON Asset Management)
        • George Lintz , President (Bellaire Partners LLC)
        • Mark Weinstein , Founder & President (MJW Investments)
        • Jerry Fink , Managing Partner (The Bascom Group, LLC)
        • Mark D Enfield , Chief Administrative Officer (TruAmerica Multifamily, LLC)

      12:30 PM
      The 7th Annual CFO & COO Forum (West) Concludes



This is a <u>past</u> conference, no registration is available.

Contact Us


  • Conference Venue
  • Fairmont Miramar Hotel & Bungalows

    101 Wilshire Boulevard
    Santa Monica, CA, 90401
    Fax: 310-458-7912

    Additional Info:

    Please use the link above to book a room in IMN's block, pending availability, until Thursday, April 25.  IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at the Fairmont Miramar Hotel & Bungalows, you must book those rooms directly with the venue. 


Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files. </span>
  • Thursday, May 16th, 2019
  • Friday, May 17th, 2019

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484

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