7:30 AM-8:30 AM REGISTRATION OPENS
8:30 AM-9:00 AM 2021-2022 HIGHLIGHTS AND PROGRAM OVERVIEW
Chris Mensinger, Senior Vice President | Nebraska, Brokerage Services, Colliers – Co-Chair of CRE Summit:
WELCOME AND PROGRAM OVERVIEW
Jerry Slusky, Esq., Partner, Smith Slusky Law – Founder & Chair of CRE Summit: THE CHANGING WORLD OF CRE
Deals of the Year:
Lincoln: Richard Meginnis, President; Mike Ball, Vice President, Sales & Leasing; and Scott Vyskocil, Senior Vice President, Property Management of NAI FMA Realty; and David Barton, First Vice President; and Steve Sheppard, First Vice President, CBRE for the Sale of the Allstate Campus in Lincoln, NE to Bryan Health
Omaha: Ed Fleming, Executive Vice President, Principal | Omaha, Colliers Nebraska for the relocation of Fusion Medical
Development of the Year:
Lincoln: John Hoppe Jr., Principal, Hoppe Development for Antelope Tower
Omaha: Brad Soderwall, Managing Director, Hines for Brickline at the Mercantile
EDUCATING THE NEXT GENERATION OF CRE LEADERS
9:00 AM-9:30 AM Insights into the current CRE economic environment
Ernie Goss, Ph.D., MacAllister Chair & Professor of Economics, Creighton University
9:30 AM- 9:45 AM NETWORKING BREAK
9:45 AM-10:30 AM BREAKOUT SESSIONS: GROUP 1
BREAKOUT 1: Creative Financing Techniques: PACE Financing, Participating Debt, TIF, HUD Loans
DESCRIPTION: With the difficulty in finding Lenders that are willing to make CRE loans in this environment, this panel will discuss the
several techniques that are available to the CRE community that will assist them in building their equity stack.
MODERATOR: Jennifer Taylor, Assistant City Attorney, City of Omaha
PANELISTS: Kellie Johnston Dorsey, Choice Neighborhoods Manager, City of Omaha • David Levy, Partner, Baird Holm LLP
Steve McGreer, President & Owner, Asset Environments • Alysia Radicia, Partner, RDG Planning & Design
BREAKOUT 2: Empowering Construction Project Delivery
DESCRIPTION: With cost increases, supply chain issues and workforce shortages, project delivery methods have begun to change. The session will discuss Integrated Project Delivery and how it is becoming the most logical method to delivering projects that meet the goals of the Owner/Developers, Architects, Engineers and Construction Partners.
MODERATORS: Ashley Kuhn, President, Blair Freeman
PANELISTS: Ellie Barko, Director of Teaming Agreements and Construction Operations, Blair Freeman Amy Gutschewski, Mechanical Project Manager, The Waldinger Corporation
Natalie Huntley, Estimating Manager, JE Dunn Construction • Martha Leahy, Senior Project Manager, Turner Construction
Penny McWilliams, Senior Manager, Project Development, Baxter-Kenworthy Electric
BREAKOUT 3: How is Lincoln dealing with higher interest rates and construction costs?
DESCRIPTION: The session will provide a perspective on Lincoln’s current commercial real estate conditions. Jason Ball will have an overview of Vitality Lincoln and update on any current projects. DaNay will be reviewing and discussing what they are seeing in regard to development – including issues that may be affecting development or real estate deals. Bob will be discussing the commercial Lincoln financial market and how the current economic conditions may be affecting financing and how deals are being financed or how they may be financed in the future.
MODERATOR: Scott Vyskocil, Senior Vice President, NAI FMA Realty
PANELISTS: Jason Ball, President & CEO, Lincoln Chamber of Commerce
DaNay Kalkowski, Development /Real Estate Attorney, Seacrest and Kalkowski
Bob Panzer, President, Exchange Bank – Lincoln
BREAKOUT 4: Roundtables/Open Discussion: Breaking in and moving up: Successes and failures, how to create your own path
MODERATORS: Gabby Estivo, Vice President, NAI NP Dodge & Zach Reinhardt, President, Real Estate, Evergreen Entreprises
MODERATORS: Spencer Goldenberg, Broker, Oak Investment Real Estate & Lisa Lackovic, Architectural Representative, Endicott Clay Products
ART OF NEGOTIATION ROUNDTABLE
MODERATORS: Jerry Banks, Principal Owner, Jerry Banks Group & John Heine, Broker, Oak Investment Real Estate
TEACHABLE MOMENTS: Lessons learned, learn from our mistakes.
MODERATORS: Lindsay Banks, Development Project Manager, Lockwood Development & Tami Moore,
Real Estate Development Manager, Assurity
10:30 AM-10:45 AM NETWORKING BREAK
10:45 AM-11:30 AM BREAKOUT SESSIONS: GROUP 2
BREAKOUT 5: Conventional Financing, Loan Maturity, Underwriting, Best Practices in these difficult times
DESCRIPTION: This panel will discribe what it takes to obtain a commercial real estate loan in this difficult high interest rate
environment. Panelists represent various sized instituations who will share their insights from their particular vantage points. MODERATOR: Samantha Mosser, Nebraska President, Bankers Trust
PANELISTS: Adrian Hernandez, Senior Vice President, Dundee Bank • Jason Kinnison, Managing Director, NorthMarq
Brett Michael, Vice President – Commerical Lending, Pinnacle Bank
BREAKOUT 6: Property Management Best Practices during these difficult times
DESCRIPTION: During this session, a variety of leaders from CRE companies all of whom understand the difficulties encountered in CRE Management will discuss how operating a property efficiently produces better financial results.
MODERATOR: Dan Dutton, Co-Managing Principal, Lee & Associates | Omaha
PANELISTS: Danel Jung, Executive Vice President, Dakota REIT • Simone Mason, Senior Property Manager, Red Prairie Management Phil Murante, CEO, Cutchall Management Co. • Brett West, Sr. Director of Real Estate Development, Assurity Life Insurance Company
BREAKOUT 7: The Shifting Sands of Commercial Real Estate: Legal and Development Insights
DESCRIPTION: This panel will have two highly-qualified real estate lawyers provide techniques for working through these high interest rate times. In addition, a developer and the president of a large real estate trust will discuss insights from an owner and developer’s standpoint that have helped them work through these times.
MODERATOR: Katy Rehan, Attorney, Smith Pauley LLP
PANELISTS: Ryan Haller, Managing Principal, McNair Living LLC • Matt Pederson, President, DakotaREIT
Jen Rattner, Attorney, Rigenberg & Rattner Law, LLC
11:30 AM-11:45 PM NETWORKING BREAK
12:00 PM-1:00 PM KEYNOTE SPEAKER/NETWORKING LUNCH
2022 HALL OF FAME CLASS
Mike Kivett, Partner, Walentine O’Toole, LLP • Donald Linscott, Associate Broker, Greenleaf Commercial Real Estate
John Waldbaum, Vice Chairman, Colliers Nebraska • David Schmidt, Associate Broker, Concorde Management
Luncheon Session: Omaha Development Update *Fireside Chat with Jerry and Chris
Rachel Jacobson, President, Heritage Omaha
1:00 PM-1:15 PM NETWORKING BREAK
1:15 PM-2:00 PM BREAKOUT SESSIONS: GROUP 3
BREAKOUT 8: ESG in Real Estate: National and Local Impacts
DESCRIPTION: This session will provide insights on both macro and micro levels. Sarah Gudeman of BranchPattern will kick things off with a straightforward introduction to ESG, aiming to demystify the topic and highlight its balance of people, planet, and profit. Next, Marco Floreani from the City of Omaha will delve into local developments. And then Tim Malik from First National Bank of Omaha will offer a practical case study, revealing the internal motivations driving FNBO’s ESG actions, goals, status, and the interventions that have made the most significant impacts. Sarah will wrap up the session with specific examples of ESG in action, with a Q&A segment to conclude.
CONTRIBUTORS: Sarah Gudeman, Practice Lead, BranchPattern
Marco Floreani, Deputy Chief of Staff for Economic Development, City of Omaha
Tim Malik, Senior Director, Property Management, First National Bank of Omaha
BREAKOUT 9: The State of Housing in Omaha and Its Impact on Commercial Real Estate
DESCRIPTION: This panel will explore solutions to this issue including build for rent, workforce housing, tax credits, etc. The panel also includes experts in multi-family housing who will review that market and solutions for working through today’s high interest rate environment.
MODERATOR: Jason Thiellen, CEO, E & A Consulting Group, Inc.
PANELISTS: Adam Flanagan, Managing Director, Bleustem Capital Partners • Bryan Pritchard, Founder & CEO, TriCap Residential Group
Mark Stodola, President & Owner, Charleston Homes
BREAKOUT 10: How to Build Your Social Capital and Become an Industry Leader
DESCRIPTION: It’s no secret that a key ingredient to our success as CRE professionals is who you know. But how do you build a robust network while staying current in the industry? This session will provide an overview of different opportunities that one can engage in to do so, namely, Leadership Omaha, CREW Omaha, ULI, and the Spark Developer Academy. All are incredible assets available to us and the panelists will share why they have invested in each and how you can do the same.
MODERATOR: Jenni Shukert, Senior BD Specialist, Olsson
PANELISTS: Leigh Andres, President, CREW Omaha • Cesar Garcia, Leadership Omaha Class 38 •
Jay Lund, Chair of ULI Omaha • Angel Starks, Spark Developer Academy
2:00 PM-2:15 PM NETWORKING BREAK
2:15 PM-3:00 PM CLOSING SESSION: Charting the course as Omaha moves forward
DESCRIPTION: This panel of prolific developers will discuss moving forward in today’s market and will provide insights into how they are working through these difficult times.
MODERATOR: Chris Mensinger, Senior Vice President | Nebraska, Brokerage Services, Colliers – Co-Chair of CRE Summit & Jerry Slusky, Esq., Smith, Pauley, Slusky, & Rogers LLP; Slusky CRE, LLC- Founder & Chair of CRE Summit
PANELISTS: Arun Agarwal, CEO, White Lotus Group • Craig Carlson, Director – Corporate Real Estate, Mutual of Omaha
Tom D’Arcy, Senior Managing Director, Hines • Dave Fanslau, Planning Director, City of Omaha
Sam Noddle, President of Noddle Hospitality, Noddle Companies
3:00 PM-5:00 PM Meet and Greet: Who’s who of CRE: networking, complimentary cocktails – Annie’s