The 2024 CLRM Agenda

Below is the current agenda for the 2024 CLRM Roundtable Conference in Nashville, Tennessee, which is subject to change. To view the 2023 CLRM program, click here.

Monday, April 15, 2024

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6:00 PM – 8:00 PM – Networking Reception / Dinner 

Sheraton Grand Nashville – Sky Lounge

Tuesday, April 16, 2024 

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7:00 AM – Breakfast at Hotel

7:45 AM – Shuttles Begin Departure for City Winery Venue

8:00 AM – Attendee Check-In

8:30 AM – Opening Remarks and Introduction to our Non-Profit Partner, The Lantern Network
Bill Tryon
, Principal, Partner ESI; Kelly Javier, MBA, Principal & Marketing Director, Partner ESI.

8:45 AM – Economic Update / Keynote
John Norris,
Managing Director, Head of Investments and Thought Leadership, Oakworth Capital Bank

9:45 AM – Variation of Scopes of Work for Construction Risk Management
AJ Nosek
, Principal, National Client Manager, Partner ESI (Moderator); Brooke Bright, Vice President | Assistant Director of Construction Risk Management, U.S. Bank; Brooke Miller, SVP,  Real Estate Construction Administration Manager, First Citizens Bank; Chris Shinaberry, Construction Project Manager, Enhanced Capital; and Scott Trainer, National Enterprise Sales Director, SBA Construction, Bank of America

10:30 AM – Networking Break

10:45 AM – Market Overview
Industry leaders will provide an overview of what they’re seeing in the market; transaction volume, loan performance, common problems, and more.

11:45 AM – Lunch & Presentation
Our lunch presentation will commence at 12:30 pm and will be discussing innovative projects.
Robert Barone, RA, LEED AP, Director Institutional Construction Services, Partner ESI; Steven Oehlrich, Director Construction Manager, Citi

1:15 PM – Property Resilience Assessments
Bill Tryon, Principal, Partner ESI (Moderator); Tony Liou, MBA, President, Partner Energy; Raphael Dawson, Senior Principal, Walton St. Capital; Walter Griffitts, Senior Vice President, REVS Manager of Construction Services, Wells Fargo

2:00 PM – Troubled Loans & Mid-Project Take-Overs
Bill Tryon,
Principal, Partner ESI (Moderator)

3:00 PM – Breakout Session 1

3:30PM – Networking Break

3:45 PM – Breakout Session 2

4:15 PM – Sessions Conclude for the Day; Shuttles Depart to Hotel

4:30 PM – Off-Site Activities and Dinner:

  • Cocktails & Appetizers | Sheraton Hotel Lobby
    – Visit the Cowboy Hat Truck to Pick Up Your Gear –
  • Team Building Recording Studio Experience
  • Dinner, Moonshine Tasting, Games, and Networking!

Wednesday, April 17, 2024

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7:00 AM – Breakfast at Hotel

8:30 AM – Shuttles Begin Departure for City Winery Venue

8:30 AM – Attendee Check-In Available

9:00 AM – Breakout Session 3

9:30 AM – Breakout Session 4

10:00 AM – Networking Break

10:30 AM – Breakout Session 5

11:00 AM – OCC Presentation
Joseph Hoge,
Commercial Credit Lead Expert, Community Bank Supervision, Office of the Comptroller of the Currency

12:00 PM – Lunch & Construction Under the Driving Force of the Agency
Drew McCreery,
Managing Director, Multifamily & Technical Director, Agency Services, Partner Engineering and Science; Jeremy Glassman, Managing Director, Lument Real Estate Capital, LLC; and Ryan Duff, Construction Loan Manager, Berkadia Commercial Morgage LLC

1:15 PM – Navigating a Challenging Insurance Market

2:00 PM – Breakout Summaries & Meeting Wrap-Up

2:30 PM – Sessions Conclude for the Day; Shuttles Depart to Hotel

Optional Afternoon Activities: (Choice of 1)

  • Southern Afternoon Tea at Hotel Hermitage | Spillin’ Tea with Draper James (walking distance)
  • Country Music Hall of Fame (walking distance)
  • Grand Ole Opry (20-minute shuttle)


  • SBA
  • Investment Advisory
  • Stored Materials
  • Single-Family
  • Software
  • Soft Skills Brainstorm
  • Cyber Security
  • Troubled Projects
  • Mentorship (The Lantern Network)
  • And more!

If you have content ideas for the 2024 meeting, monthly forum calls, or would like to sponsor or be added to the CLRM membership base, please  email: