Real Estate CFO & COO (East)
New York, NY
September 22 - 23, 2022


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 to hours of built-in networking opportunities for forging those critical business connections. This is an event where business gets done. 
Don't miss this premier conference, which brings coverage of 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.

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

Conference Highlights

Networking Tutorial

    Platform Introduction
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    Messaging Connections
    Post Conference Content


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My Agenda

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    Thursday, September 22nd, 2022

      6:30 AM
      Exhibitor check-in and set up

      7:30 AM
      Tier 1 Registration & Breakfast

      7:45 AM
      Tier 2 Registration & Breakfast




      8:25 AM
      IMN Opening Remarks

        • Peter Gilfillan, Conference Producer (IMN)

      8:30 AM
      Real Estate & Capital Markets Outlook

        • Looking ahead, what can be expected for commercial and residential markets?  Which inning are we in?
        • Which markets and asset classes are attracting most investment?
        • How do you view the shift in workplace attitude and demand for office space in your markets?
        • Capital flows and trends in the public REIT space
        • Where are stocks trading relative to Net Asset Value?
        • Which key metrics are investors focused on at the moment?
        • What are you doing to adapt your strategy in this environment?
        • What is the current landscape for distressed opportunities?  How do you expect this to trend over the coming year?
        • Any planned and unplanned exits on the horizon?

        • Paul Jhung, Partner (CohnReznick LLP)
        • Sean Cunningham, Chief Financial Officer (Integrated Capital Management)
        • Samuel Grossman, Managing Director, Real Estate Services (Inveniam)
        • Kenneth Bacon, Managing Partner (RailField Partners)
        • Trisha Miller, Executive Managing Director (Redbrick LMD)

      9:15 AM
      Interest Rates, Inflation & Innovation: CFO Perspectives

        • Brandon Sedloff, Managing Director (Juniper Square)
        • Cristiano Machado, CFO, Private Real Estate Funds (Brookfield Asset Management)
        • Joseph Doran, Senior Managing Director & CFO (Tishman Speyer)
        • Tana Gardner, Executive Managing Director & Deputy CFO (USAA Real Estate)

      10:00 AM
      Networking Break

      10:45 AM
      Investor Reporting & Transparency

        • What reporting challenges are you facing as your firm adjusts its business strategy?
        • Which main inefficiencies that arose during the pandemic do you expect to continue and how are you tackling these?
        • What reporting capabilities are investors demanding?
        • How have you been utilizing technology to optimize these capabilities?
        • What are the latest trends in reporting standards?
        • How are you using technology and process adaptations to effectively communicate with your investors?
        • What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands?
        • What opportunities exist to improve budgeting and reforecasting? Which systems, processes, teams and best practices do you have in place now, and how do you expect those will change?

        • Chris Fuller, Sales Director (Dynamo Software)
        • Adam Walker, Principal (Juniper Square)
        • Stephen Robie, CFO (NOYACK Capital)
        • Tim McLeod, Business Development (Nth Round)
        • Scott Meyer, CFO (PTM Partners)
        • Troy Merkel, Partner (RSM US LLP)

      11:30 AM
      Tax Planning, Compliance & Preparing for Regulatory Changes

        • How can real estate companies make the most of tax efficient structures to increase returns?
        • Analyzing recent legislation to identify the latest tax benefits and strategies
        • Implications of potential changes to the 1031 Exchange: how are CFOs and COOs approaching this?
        • How are innovations in regulatory technology aiding real estate companies with the demand of regulatory compliance?
        • How is AI simplifying compliance workflow?

        • Brian Lovett, Partner, Team Leader, Real Estate Services Group (Withum)
        • Dennis Theodossis, Partner, Real Estate Practice Leader (Forvis)
        • Michael McMahon, EVP - Director of Tax (RXR Realty)
        • Eric Green, Partner (CohnReznick LLP)

      12:00 PM
      Networking Break

      12:20 PM
      ESG & Sustainability in Real Estate: Where Are We Now?

        • Defining ESG
        • How are you embedding ESG/sustainability into your CRE investments?
        • What quantifiable benefits have you been reaping as a result?
        • PACE and other financing options for sustainable CRE projects - how do they compare? How to access them?
        • What portion of LP allocations is now being dedicated to ESG/sustainability-focused investments?
        • What sponsor-level and fund-level ESG/sustainability information are LPs requesting?
        • Oversight, management and reporting
        • What have been the challenges of establishing an ESG/sustainability focus within your organization? How are you addressing them?

        • Joe Holman, Practice Leader, ESG Services (Withum)
        • Joseph Tassone, President & Co-Founder (Above Grid)
        • Alexa Stone, Financial Services Consulting Manager (Crowe)
        • Lisa Davis, Executive Director and Portfolio Manager, Impact Investing (PGIM Real Estate)
        • Anna Malhari, Chief Operating Officer (Veris Residential, Inc.)

      1:00 PM

      2:00 PM
      Real Estate Financial Executives Roundtable

        • What is your view on the CRE landscape?  What can we expect from the next 6-12 months?
        • How is your strategy changing due to current market conditions?
        • What does the availability of financing look like for the markets in which you operate?  Refinancing?
        • How are CFOs managing the supply chain crisis?  How are you handling costs and sourcing of materials?  Staffing shortages?
        • What are you doing to manage rising interest rates?
        • Trends in tenant lease terms post-pandemic
        • What changes have you made to core processes over the past 18 months?  Which changes are permanent and where will you revert to old processes?
        • What has changed about investor communications in recent months? 

        • Timothy Trifilo, Alternative Investment Funds Practice Leader (Crowe)
        • Amber Smith, CFO (Redbrick LMD)
        • Phil Bottfeld, CFO (Wexford Real Estate Investors LLC)
        • Daniel Lin, CFO (XFD Real Estate Partners)
        • John Petras, Managing Principal (RockFarmer Properties)
        • Nicolas Mondragon, Co Founder - CFO (Know Investment Group)

      2:45 PM
      Identifying & Implementing New Technology: ROI, Costs and Resources

        • What are the key components of your technology investment strategy? 
        • How do you assess the benefits and risks of investing in technology and partnering with third-parties?
        • How are innovations in technology impacting commercial real estate values? What risks are they helping to identify and mitigate?
        • How are you leveraging technology to manage compliance, hiring and training, and reporting?
        • What inefficiencies has the global pandemic highlighted in your property management strategy?
        • How can real estate execs make the most of the technology at their disposal to ensure strong ROI? 
        • What are the resource expectations and costs associated with implementing and effectively utilizing these systems?

        • Nish Patel, General Partner (Inertia Ventures)
        • Mohsin Masud, Founder & CEO (Akru)
        • Grant Gardner, Associate Manager, Onboarding (AppFolio)
        • Frank Spadafora, Industry Principal, Real Estate (DealCloud)
        • Mitch Rich, Director (REdirect Consulting)
        • Sam Vannette, Enterprise Account Executive (Dealpath)

      3:30 PM
      Networking Break

      4:15 PM
      Fund Administration: Choosing & Working With a Partner

        • What techniques are fund administrators using to meet increasingly complex regulatory requirements?
        • How are CRE companies managing their balance sheets to reduce overall costs?
        • What’s on your checklist when selecting a fund administration service provider? Which functions do you keep in-house?
        • How are these partnerships reducing risk, enhancing operations and generating value for investors?
        • Who bears the brunt of responsibility for transparency: the fund administrator, or the investment committee, risk, compliance or operations functions?
        • Technology - what tools/systems do you use to streamline investor reporting, and provide more accurate analytics, faster?



        • Adam Walker, Principal (Juniper Square)
        • Michael Dombai, Managing Director, North America (Alter Domus)
        • John Heyde, Partner (Baker Tilly)
        • Emily Butler, Partner (CohnReznick LLP)
        • Dinesh Shastri, Partner & Head of Product (OpEff Technologies)
        • Amy Tiemann, CEO (TM1 Capital)

      5:00 PM
      Efficiencies in Accounting Operations

        • How have your firm’s accounting processes changed due to the pandemic?  How do you assess these changes moving out of the pandemic?
        • Which processes are you automating?
        • What is the latest guidance around lease accounting standards, and how will this impact real estate owners’ balance sheets?
        • Where are your biggest operational pain points?  How are you utilizing technology and automation to alleviate these?
        • Applying AI in accounts payable and other functions
        • How has your process changed for auditing revenue recognition?
        • By property sector, which tenants are making the most significant reductions to their leases and footprints, and how does this impact accounting?
        • What are the costs and benefits of working with fund administrators and RIAs?

        • Scott Tavolacci, National Director of Sales (Yardi Investment Management)
        • Freddy Potter, Senior Account Executive (AvidXchange, Inc.)
        • Jonathan Snider, CFO (GTIS Partners)
        • John Ebel, VP Sales (nsKnox)
        • Priyankar Baid, CEO (OHI)
        • David Stifter, Founder (PredictAP, Inc.)

      5:45 PM
      Networking Drinks Reception

      6:45 PM
      Day 1 Concludes

    Friday, September 23rd, 2022

      7:45 AM
      Registration & Breakfast for CFO Roundtable Attendees

      8:00 AM
      CFO Closed-Door Breakfast Meeting

      • This closed-door breakfast meeting provides an opportunity for real estate CFOs and their financial teams to convene and discuss pertinent topics with industry peers.

        • Emily Butler, Partner (CohnReznick LLP)
        • Paul Ricci, Partner, Technology & Data Practice Leader (CohnReznick Advisory)

      9:30 AM
      Utilizing & Managing Data to Increase Deal Flow

        • How are you approaching data risk management and governance in your firm today?
        • Which technologies are you using to analyze and make the most of the data at your disposal?
        • How are you working around interoperability challenges?
        • What are the latest trends in compliance and data regulation?  Which of these are impacting real estate and your business most significantly?
        • Are there any data that you do not have that would be beneficial to your business?



        • Kevin Swill, CEO (Thirty Capital Financial)
        • Raj Bhatti, SVP Client Services (Cherre)
        • Chris Fuller, Sales Director (Dynamo Software)
        • Robert Cox, Senior Director- Strategy & Innovation (Moody's Analytics)

      10:15 AM
      Real Estate Operational Executives Roundtable

        • What operational lessons have been learned from the pandemic?  How can they be applied moving forward?
        • Which new operational risks have you identified?
        • What tech solutions do you use for back-office management? What about technology and process changes do you use to interact with your tenants and customers? 
        • Within your organization, where have you identified opportunities to reduce operating costs or improve efficiency? 
        • Managing employee expectations and market trends on flexibility of work location
        • How does this change your hiring strategy/practices?  How are you ensuring you continue to build a strong, diverse team?
        • Remote working implications for technology and office space

        • Mike Sebastian, Industry Principal (Appfolio Investment Management)
        • Mark Maduras, CFO & COO - Real Estate (Angelo Gordon)
        • Jerome Baglien, COO/CFO Real Estate (Benefit Street Partners, a Franklin Templeton Company)
        • Becky Sullivan, COO (DJM Capital Partners, Inc.)
        • Danielle Lombardo, Chair, Lockton Global Real Estate Practice (Lockton Companies)

      11:00 AM
      Coffee Break

      11:15 AM
      Changes in Human Capital: Remote Work, Talent & the Impact on Corporate Planning

        • How are you managing employee expectations with regards to flexibility of work location etc.?
        • What will your workplace look like moving forward?  Which functions can be done remotely and which cannot?
        • What does this mean for corporate footprints and how do you view that, in turn, influencing commercial property values in primary and secondary markets?
        • How are you investing in the professional development of your teams?  Which skills are most important to their roles and to them personally?
        • How easy or difficult is it currently to hire experienced (or entry level) talent in the current environment?
        • What strategies are you employing to ensure you have a diverse, balanced team that will perform well?

        • Kaitlin Kincaid, Senior Managing Director (Keller Augusta)
        • Michael O'Shea, CFO (ASG Equities)
        • Jiorjio Fetterman, CFO (Clairmont Capital Group)
        • Bill Stasiulatis, Chief Financial Officer (RRA Capital)
        • Eileen Clifford, Senior Account Executive (Yardi Systems)

      12:00 PM
      Fundraising & Attracting Capital Through Innovative Fund Structures

        • What types of capital are easiest to attract right now?
        • What’s the latest with fees and promotes?
        • GP alternative structure/co-investment flexibility & related fees
        • Blind fund vs JVs vs programmatic JVs
        • Institutional investors vs HNW (retail investors and offshore investors)
        • Key principal/employees carried interest participations
        • Carried interest, asset management & other fees/fee waivers 
        • Pooled vs. deal by deal distributions, clawbacks and escrows
        • LP/Preferred deferred promotes/catch up distributions, take control, most favored nation & advisory board rights 

        • Brandy Carlson, Advisor (EPIC Advisory)
        • Mohsin Masud, Founder & CEO (Akru)
        • Nancy Lashine, Founder & Managing Partner (Park Madison Partners)
        • Frederick Cooper, SVP, Finance, Int. Dev. & IR (Toll Brothers, Inc.)

      12:45 PM
      10th Real Estate CFO & COO Forum (East) Concludes



This is a past conference, no registration is available.

Contact Us


  • Conference Venue
  • The Westin New York at Times Square

    270 West 43rd Street
    New York, NY, 10036
    Fax: 212-201-2701

    Additional Info:

    Please use the link above to book a room in IMN's room block for the conference, pending availability, until our cutoff date of Wednesday, August 31. IMPORTANT NOTE: IMN has not retained any third party booking company to assist with reservations. If you are interested in making reservations at the Westin New York at Times Square, you must book those rooms directly with the venue. 


Content/Audio Files

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    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.
  • Thursday, September 22nd, 2022
  • Friday, September 23rd, 2022

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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