Annual Meeting

Monday, March 11th

6:00 PM Welcome Reception – Dinner and cocktails on the tenth-floor terrace

Tuesday, March 12th

8:30 AM – 8:45 AM Welcome and Introductions

8:45 AM – 9:45 AM Boots on the Ground: Managing Construction Risks in an Uncertain Market

Maggie Seay (Fox Marketing) will lead a discussion among contractors and developers who are intimately familiar with the San Antonio market. Panelists include Jane Feiganbaum (CEO, Metro Contractors); Jason Smith (President, San Antonio Division- Spawglass Construction); Dick McNary (COO/President, Project Control)

9:45 AM – 10:00 AM Networking Break

10:00 AM – 11:00 AM Lender, Syndicator, Developer; How do YOU do LIHTC?

Drew McCreery with Partner Engineering and Science, Inc. will moderate a panel with LIHTC industry experts including Shereef Anbar, Hudson Housing Capital LLC (tax syndicator), Michelle Silies, JD, U.S. Bancorp Community Development Corporation (Lender), and Joel Pollak, PMCA Partners (Developer).

11:00 AM – 12:00 PM Volumetric Modular Construction Basics – An overview from A to Z

Brooke Bright (US Bank) and Jon Moon (Prefab Logic) will provide insights into volumetric modular construction projects from design through construction to help understand and overcome common obstacle misconceptions.

12:00 PM – 1:30 PM Lunch Speaker OCC; Anatomy of an Exam

Paul Groot, OCC National Bank Examiner, will share the ins and outs of the exam process, how examiners prepare for the examine what they look for, and how you can help assure a smooth process.

1:30 PM – 2:30 PM Understanding and Implementing New Technologies

Available technologies have the potential to change the way we do business. Panelists Will Mitchell (Rabbet), James Haberlen (EDR/Collateral 360, and Bob Scales (Codefi) will discuss tech capabilities, benefits, selection and challenges.

2:30 PM – 3:15 PM Breakout Groups

Breakout groups will discuss SBA construction lending, the unique risks and management of Low Income Housing Tax Credits, Lien Management, Contractor Evaluation, Change Order Management and emerging issues. Session Leaders include Bob Biggs, Jeremy Glassman, Drew McCreery, Joey Bonin, Anne Dwyer, Ali Schaal, Brian Ward, and Leon Kouyoumdjian.

3:15 PM – 3:30 PM Networking Break

3:30 PM – 4:30 PM What’s in your CPM?

The scope of CPM assessments and content of reports can vary dramatically. Panelists will drill into the whys and wherefores of different approaches to construction progress monitoring. Moderator: Terry Dungan (Partner Engineering and Science, Inc.); Panelists include Bob Biggs (Union Bank); Larry Hermann (ORIX); Ray Sereni (Bank of the West); Brooke Bright (US Bank).

4:30 PM Sessions conclude for the day

4:45 PM Depart for evening activities

Wednesday, March 13th

8:25 AM – 8:30 AM Welcome

8:30 AM – 9:30 AM Uncertain Times – Economic Outlook for 2019 and Beyond

CCIM Chief Economist KC Conway will share insights into economic drivers, indicators, trends and expectations.

9:30 AM – 10:15 AM ConsensusDocs: How Fair Construction Contracts Build Success

Brian Perlberg (Senior Counsel for Construction Law & Contract Documents at the Associated General Contractors of America) will provide an introduction to AGS’s consensus construction contract and approach to common problems and deficiencies in AIA contracts.

10:15 AM – 10:30 AM Networking Break

10:30 AM – 11:30 AM Problem Construction Loans – Lessons Learned

Panelists will discuss best practices for avoiding, managing and working through problem construction loans. Panelists include Dave Drummond (KeyBank), Walter Griffitts (Wells Fargo), Trey Meers (Wintrust) and Joel Solomon (Foley & Lardner)

11:30 AM – 12:30 PM Bonding Construction Projects – What Every Lender Should Know

Jim Swindle (Alamo Surety Bonds) will provide an overview of construction bonding requirements, claims and lender protections.

12:30 PM Conclusion & Lunch

Activity: Alamo Tour