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SIOR (Society of Industrial and Office Realtors®)
2006 SIOR Fall Professional Conference
Pre-Conference: Oct. 24 - 26 · Conference: Oct. 26 - 28 · Westin Charlotte · Charlotte, NC

ATTENDEE LIST: Click here to see who attended!
 

See below for audio recordings and handouts


Educational Tracks:
 

    Professional Growth Practical Applications / Business Solutions / Professional Development
    Leadership Leadership / Innovation / Organizational Strategy
    Support Tools Technology & Marketing / Applications & Advancements
    Trends Special Topics & Industry Trends
    Industry Specific Focused Training on Industrial, Office, Retails, Development, etc.
TUESDAY, OCT. 24
(Pre-Conference)
     
8:00am - 5:00pm Course 200: Real Estate Investment & Finance ($)
5:00pm - 6:00pm Course 200 Reception *
   
WEDNESDAY, OCT. 25 (Leadership Conference)      
8:00am - 3:00pm Course 200: Construction ($)
8:00am - 2:00pm Board of Directors Strategic Planning Meeting *
11:00am - 2:00pm SIOREF Executive Committee *
12:00noon - 6:00pm Registration Open
2:15pm - 3:30pm Chapter & Committee Strategic Planning Meeting *
3:00pm - 6:00pm Course 200: Ethics & Professional Standards ($)
3:45pm - 6:15pm Chapter Working Session *
      Governance Council Working Session*
Membership Council Working Session*
Programs & Services Council Working Session*
6:00pm - 11:00pm Jeff Gordon Racing School Optional Event ($)
6:30pm - 7:30pm     Leadership Reception *
       
THURSDAY, OCT. 26      
7:00am - 9:55am SIOREF Board of Trustees *
8:00am - 6:00pm Registration Open
8:00am - 3:30pm Course 200: Understanding the Lease Agreement ($)
8:30am-11:30am
10:05am - 12:00noon
NC Research Campus Tour
Benefits & Services Committee
      Education Committee
      Membership Development & Retention Committee
      Membership Standards Committee *
12:00noon - 1:30pm Lunch in Exhibit Hall
      Candidate Lunch *
      New Member Orientation & Lunch *-sponsored by DP Partners
12:00noon - 3:45pm Exhibit Hall Open
1:35pm - 3:35pm Admissions Committee *
      Nominating Committee *
      Professional Standards Committee *
      Sponsorship Committee
3:45pm - 5:30pm Opening General Session (CE) - sponsored by Spectrus
5:45pm - 6:45pm Reception for Past Presidents, Board, Sponsors & International Members *
6:30pm - 8:30pm Opening Cocktail Party - sponsored by Panattoni ($)
       
FRIDAY, OCT. 27      
7:00am - 6:00pm Registration Open
7:00am - 9:00am Exhibit Hall Open
      Breakfast in Exhibit Hall
7:00am-8:50am International Advisory Council Breakfast*
9:00am - 10:40am Roundtables (CE)
10:30am - 12:00noon Using STDBonline (CE)
  "What Lawyers Expect of a Broker in a Commercial
      Leasing Transaction
What Brokers expect of a Lawyer in a Commercial Leasing Transaction" (CE)
Green Tower (CE)
  Investment Property Marketplace (CE) Sponsored by
GE Real Estate
12:00noon - 2:00pm     Lunch in Exhibit Hall
12:00noon-1:50pm     Past Presidents Advisory Council *
12:00noon - 3:30pm     Exhibit Hall Open
12:10pm - 1:55pm Governance Council Meeting *
Membership Council Meeting*
Programs & Services Council Meeting*
2:00pm - 3:20pm     The New STDBonline-December 2006 (CE)
Lending Basics for Commercial Real Estate Brokers
(CE)
SOX Compliance- It's Impact on Site Selection
      Financial Analysis 5 rules you need to know! -Sponsored by Charlotte Regional Partnership (CE)
SIOR's "Tech Guru" Presents: Innovation in
Commercial Real Estate Industry (CE)
3:30pm - 5:00pm General Session (CE)
5:15pm - 6:15pm     Reception for New Members, Candidates, and Committee Chairs *
  Reception for COPs and Exhibitors *
  10 / 20 Year Reunion *
6:30pm - 10:30pm Whitewater Optional Night ($)
   
SATURDAY, OCT. 28      
7:00am - 6:00pm
7:00am-8:50am
    Registration Open
Instructor Interviews
7:00am - 9:00am Exhibit Hall Open
  Breakfast in Exhibit Hall
8:00am - 10:00am COPs Business Session *
9:00am - 10:25am Specialty Practice Board: Brokerage Management
  (CE)
  Specialty Practice Board: Distribution and Logistics
  (CE)
  Specialty Practice Board: Land (CE)
 
10:35am - 12:00noon   Specialty Practice Board: Corporate Services (CE)
       
  Specialty Practice Board: Investment Properties (CE)
      Speciatly Practice Board: Tenant Representation (CE)
12:00noon - 1:30pm
12:00noon - 1:50pm
12:00noon - 2:00pm
12:00noon - 3:45pm
1:00pm-1:50pm

 
Budget & Finance Committee Lunch *
Programs & Services Council Site Selection
Lunch in Exhibit Hall
Exhibit Hall Open
Bull 'n' Beer Reception sponsored by Liberty Property Trust

Exhibitor Raffle
1:40pm - 3:30pm Executive Committee *
2:00pm - 3:30pm     Who's Cashing In (CE)
  Brownfield Redevelopment (CE)
  Wealth Building (CE)
3:45pm - 5:00pm     Closing General Session (CE)
5:00pm - 5:30pm     Continuing Education Exams & Formalities (CE)
6:00pm Women's Networking Dinner ($)
   
SUNDAY, OCT. 29      
8:00am - 11:00am     Board of Directors Meeting
11:30am Fun Shoot ($)
($) = additional funds required 
(CE) = continuing education
(*) = closed meeting / by invitation only
 

NOTE: Conference schedule subject to change.

Ideas for educational programming?  If you are interested in presenting at a future conference, please click here


Educational Sessions


Educational Tracks:

    Professional Growth Practical Applications / Business Solutions / Professional Development
    Leadership Leadership / Innovation / Organizational Strategy
    Support Tools Technology & Marketing / Applications & Advancements
    Trends Special Topics & Industry Trends
    Industry Specific Focused Training on Industrial, Office, Retails, Development, etc.

THURSDAY, OCTOBER 26

3:45pm - 5:00pm       Opening General Session
Sponsored by Spectrus Real Estate Group
Speaker: Richard Florida
 

Since the release of his groundbreaking national best seller, The Rise of the Creative Class, in 2002, Dr. Richard Florida has become acknowledged as the world’s foremost thinker on economic prosperity and the importance of quality of place.
The metrics he developed for measuring regional economic performance and well-being have been adopted by economic development teams globally, fundamentally changing the framework for understanding development, jobs, labor and the importance of talent in the current economy. His city and international rankings based on quality of place are the new yardstick for anyone interested in knowing “where the action is.”
Florida was named one of the Best and Brightest of 2005 by Esquire magazine. His book received the Washington Monthly Political Book Award and was named a leading breakthrough idea by the Harvard Business Review.

 

FRIDAY, OCTOBER 27

9:05am - 10:20am   Roundtables
10:30am -12:00noon   Concurrent Educational Sessions (choose 1 of 4)
      Using STDBonline
        Richard E. Juge, SIOR
        AUDIO: download
PRESENTATION: N/A
        STDBonline is an online resource center where real estate professionals leverage technological resources to create solutions and improve results. This session will demonstrate the power and value of STDBonline by showing what STDBonline provides to a real estate professional for a real world commercial real estate transaction. For more information about us, see our company description in the exhibitor section of the program book or visit us in our booth in the exhibit hall.
      "What Lawyers Expect of a Broker in a Commercial Leasing Transaction
What Brokers Expect of a Lawyer in a Commercial Leasing Transaction"
   
        James A. Hochman, Esq., Coman & Anderson PC
        AUDIO: download
PRESENTATION: N/A
        Although there is often great resentment between lawyers and brokers, there is a great deal to be gained from a solid, productive and integrated working relationship:
     • Better chance of effecting the mutual client’s goals
     • Better chance of collecting the best information for leverage and power in the negotiation of the deal
     • Better chance that the final lease will reflect a clear understanding of the Landlord’s and Tenant’s expectations
     • More business from the satisfied client
     • BONUS: More new business for the broker from the lawyer
Attend this session and turn the resentment into reward.
      Green Tower
        Bob Fox, Cook + Fox Architects
        John Saclarides, Bank of America
        AUDIO: download
PRESENTATION: N/A
        In 2008 Bank of America will move into its $1.3 billion NY headquarters designed by Cook + Fox. The Bank of America Tower at One Bryant Park will be the second tallest building in NY and is the first high-rise to be LEED platinum certified. John Saclarides, Senior Vice President at Bank of America, will talk about the structure and details of the real estate deal. Bob Fox, Partner at Cook + Fox Architects, will discuss LEED - The Leadership in Energy and Environmental Design Green Building Rating System™ and designing "green". Learn more now about what is to be an increasingly important issue in the industry.
      Investment Property Marketplace - sponsored by GE
      Mark B. Goode, SIOR
Charles Klatskin, SIOR
Herbert L. Krumsick, SIOR
      AUDIO: download
PRESENTATION: N/A
      The investment market continues to thrive, and this session will prepare you for today's and tomorrow's opportunities. Bring your property brochures and "haves" and "wants" to this interactive and fast-paced session.
2:00pm - 3:15pm   Concurrent Educational Sessions (choose 1 of 4)
      The New STDBonline-December 2006
        Richard E. Juge, SIOR
        AUDIO: download
PRESENTATION: N/A
        This session will show the new map-centric STDBonline launching December 15, 2006. It is easier to use, provides faster information, and has tremendous new enhancements for real estate professionals. For more information about us, see our company description in the exhibitor section of the program book or visit us in our booth in the exhibit hall.
      Lending Basics for Commercial Real Estate Brokers
        Daniel C. Eshbaugh, GE Commercial Finance
Kale B. Gaston, GE Real Estate Business Property
        AUDIO: download
PRESENTATION: N/A
        SIORs tell us that they want to learn more about how we underwrite real estate acquisitions. Designed to provide commercial real estate brokers with a greater understanding of lending practices, the presentation will focus on risk basics for analysis of financing real estate transactions. The course will cover borrower analysis, structuring and key lending terminology, as well as critical factors in the underwriting process.
GE Real Estate, Business Property is a leading provider of single tenant and owner-occupied commercial real estate financing in the U.S. and Canada. We offer flexible, structured financing from $1MM to $50MM tailored to meet the capital needs of small to middle market businesses in a wide range of industries.
   SOX Compliance – Its Impact on Site Selection Financial Analysis
5 rules you need to know! -
sponsored by Charlotte Regional Partnership
  Jim Duport, LseMod
  AUDIO: download
PRESENTATION: N/A
HANDOUT: click here
  Learn about the difference between a Cash Flow analysis and Corporate Real Estate site selection financial analysis. How does SOX impact the analysis? What are the key metrics? What GAAP rules do you need to apply and what is their impact on the overall decision making process? Presented by a former Fortune 500 Corporate Real Estate manager.
Learning objectives:
  • What you need to understand about GAAP & SOX so you don’t get blindsided.
  • 5 GAAP rules that impact site selection financial analysis.
  • Why SOX/GAAP analysis is important.
      SIOR's "Tech Guru" Presents: Innovation in the Commercial Real Estate Industry
   
Jim Young, RealComm
AUDIO: download
PRESENTATION: N/A
Innovation has been the cornerstone of business success in the United States and throughout the world. In many cases, technology has been the foundation of innovation and the instrument for moving business forward. For the last 50 years the Commercial Real Estate industry has moved forward without much innovation. Often the buildings we build today look very much like those which we have built for years. For whatever reason, innovation in the Commercial Real Estate industry has taken off in other parts of the world more so than the United States. This fast moving presentation will provide a global perspective of some of the most innovative ideas found at the intersection of commercial real estate and technology!
3:30pm - 5:00pm   General Session
        Quit Acting Like a Broker...You're in the Outsourcing Business!
        Opening Remarks: Stan Mullin, SIOR
Moderator:  John Englert, CMT Consulting
Panelists: Kevin Dollhopf, Hanesbrands Inc.
Kevin Hughes, SIOR
             
     S. Mullin            K. Dollhopf          J. Englert          K. Hughes 
        AUDIO: N/A
PRESENTATION: Click here
        We all know the brokerage world has changed due to technology, changing markets, globalization, outsourcing, etc.  If that isn't enough, there is another big change already under way that needs some close scrutiny.  Learn how the user/service provider relationship is becoming integrated into the corporate business strategy and creating longer more sustainable service delivery models that drive a higher level of brokerage business.  This session will also describe the reality of the inner sanctum of corporate decision-making and the myriad of stakeholders that need to be involved and satisfied.  Hear how the Vice President of Worldwide Real Estate for Hanesbrands is addressing this issue and how the broker had to evolve to maintain a high-level business relationship. 

SATURDAY, OCTOBER 28

9:00am - 10:25am   Concurrent Educational Sessions (choose 1 of 3)
        Brokerage Management Specialty Practice Board
        “Ownership Issues” & “The Care and Feeding of Top Producing Brokers”
        Moderator: J. Michael Boyd, SIOR
Panelists: Pete Davisson, SIOR
David C. Lockwood III, SIOR
David J. Zimmer, SIOR
        AUDIO: download
PRESENTATION: N/A
        Join the Brokerage Management SPB to focus on two important topics challenging today’s CEOs and managers: (A) Ownership Issues (bringing in new partners, company valuation, succession planning and exit strategies) and (B) The Care and Feeding of Top Producing Brokers. A panel of SIOR owners/managers will give their views on both of these issues. Their responses will serve as a springboard for a group discussion on the topics as well as a question and answer session. Please come with your questions or be prepared to discuss these issues as they relate to your company. Remember, dying at your desk is the exit strategy of last resort!
        Land Specialty Practice Board
        Robert J. Dikman, SIOR
Michael J. Piscoran, SIOR
        AUDIO: N/A
PRESENTATION
: Click here
        The Land SPB will begin with four rotating roundtable sessions. Representatives from national development firms will share knowledge during these “mini sessions.” Infill Projects / Redevelopment, Land Proforma Analysis, The Entitlement Process and Strategies in Site Selection will be covered and attendees will have a chance to take part in all four sessions. Afterwards, all groups will convene for conclusions and summaries of the roundtable sessions, followed by a report on Trends in Industrial and Office Land Development.
         Distribution & Logistics Specialty Practice Board
        F. Daniel Batten, SIOR
Rob Hicks, Lowe's Corporation
Fritz A. Kauffman, SIOR
O.B. "Barney" Upton III, SIOR
        AUDIO: download
PRESENTATION: N/A
        Join the Distribution and Logistics SPB Leaders Dan Batten, SIOR and Fritz Kaufman, SIOR along with their guests Barney Upton, SIOR, Executive Vice President of Industrial Operations with Cushman and Wakefield and Rob Hicks, Director of Logistics Planning and Site Acquisition with Lowe's Corporation. Together they will lead a discussion on dealing with regional and national distribution and logistic providers from the prospective of the broker and the client.
10:35am - 12:00noon   Concurrent Educational Sessions (choose 1 of 3)
        Corporate Services Specialty Practice Board
        "The Quest For Value"
        James L. McDonald, SIOR
        AUDIO: download
PRESENTATION: N/A
AGENDA: click here
HANDOUT #1: click here
HANDOUT #2: click here
        This topic will be explored using two resources: (a) the Harvard Business Review 4/6/06 article entitled “Customer Value Propositions in Business Markets”; and (b) a summary by Paul Lehrer, SIOR of types of service offerings which may be made by corporate real estate brokers to their corporate clients. The session will also feature a guest executive from a Charlotte-based company who will present his/her criteria for selecting real estate service providers as well as a panel discussion with selected Corporate Services SPB members who will share ways they have created value for their corporate clients. Finally, participants will break into smaller group discussions followed by a brief report and summary by each group.
        Tenant Representation Specialty Practice Board
        “Best Practices: Defining Your Service Model to Achieve Optimal Results for Your Clients and Maximum Profitability for You”
        Donald C. Catalano, SIOR
Michael S. Maroon, SIOR
Gregory P. Schenk, SIOR
Andrew B. Zezas, SIOR
        AUDIO: download
PRESENTATION: click here
HANDOUT: click here
        Lead by Andrew B. Zezas, SIOR of New Jersey-based Real Estate Strategies Corporation, attendees will participate in defining Tenant Representation Best Practices and will discuss the pros and cons of alternative Tenant Rep service models, including: Transaction Brokerage, Partnering, and Strategic Alliances. Breakout discussions will focus on specific areas of Best Practices, such as Market Research, Service Offerings, Selling, Presenting, Agreements & Documentation, RFPs & Offers, Negotiating, and more. Communication between SIOR Conferences will be discussed, including the SIOR Tenant Rep Email Party Line, and the SIOR Tenant Rep SPB website at www.siortrepspb.com.  All SIORs are welcome!
        Investment Properties Specialty Practice Board
        "Structuring Your Deal with Debt and Equity"
        Moderator: Mark B. Goode, SIOR
Panelists: William S. Transou, First Colony Capital
Cooper Willis, Capital Advisors
        AUDIO: download
PRESENTATION: N/A
        Tap into the vast knowledge of a panel of real estate financing and equity experts from various financial institutions and disciplines. Traditional lenders, equity players, mortgage brokers and bankers, institutional lenders and others will discuss how they evaluate, underwrite and view various transactions. Mark Goode, SIOR will moderate this lively panel with an emphasis on helping SIORs structure their deals. Afterward, we will break into a table-top led discussion on raising equity and or debt - what works and what are the pit-falls.
2:00pm - 3:30pm   Concurrent Educational Sessions (choose 1 of 3)
        Who's Cashing In?
       

James H. Renzas, Location Management Services

        AUDIO: download
PRESENTATION: click here
        A recent survey sponsored by Location Management Services and Area Development Magazine shows that fewer than 15 percent of all companies are confident that they are maximizing all available tax credits and financial incentives for new and existing facilities.  James Renzas, President of Location Management Services, will show you how you can help your clients be better prepared to maximize these benefits by implementing an Incentives Management System which identifies all available credits and incentives before closing, facilitates negotiations with government and quasi-governmental entities, and tracks performance of incentives agreements in real time.  Location Management Services is a Strategic Partner with SIOR, providing site selection, incentives negotiation, and incentives management services for members and their clients.
        Brownfield Redevelopment
        Moderator: Dr. J. Terrence Farris, Center for Real Estate Development, Clemson University
Panelists: Thomas O. Jackson, Real Property Analytics
Craig Briner, GreenHawk Partners
Robert L. Clement III, Clement, Crawford & Thornhill
Peter M. Gillon, Greenberg Traurig
        AUDIO: download
PRESENTATION
: click here
        Discuss the complexities of brownfield redevelopment with national experts. With 600,000 sites across America, what are the legal, administrative, financial, and programmatic issues for redevelopment including success stories nationally? See a new $400 million, 500-acre high density mixed use urban infill development, transforming a blighted industrial district on the Charleston peninsula.
        Wealth Building
        Robert J. Nahigian, SIOR
        AUDIO: download
PRESENTATION
: click here

HANDOUT: click here
        During this session, the investment real estate broker will be exposed to the history of risk, yield and valuation that will assist an entrepreneur client in developing valuation, entrance and exit strategies for possible acquisition or disposition of income-producing properties.
3:45pm - 5:00pm   Closing General Session-sponsored by SIOR Educational Foundation
        Annual Review and Forecast
      Mark Vitner, Wachovia Corporation
      AUDIO: N/A
PRESENTATION: click here

Mark Vitner, Director and Senior Economist for Wachovia, is responsible for tracking U.S. and regional economic trends for this top U.S. financial institution. Mark is also a frequent guest on CNBC, CNN and the NewsHour with Jim Lehrer and has also been featured in The New York Times, The Wall Street Journal, BusinessWeek, and USA Today among others. Attend this session for a solid review of the economy and forecast for what lies ahead.

 

 
 
 
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