The 2025 CLRM Agenda

Please note: The 2025 agenda below is tentative and subject to change. Updates will be provided as they become available.

To view last year’s 2024 CLRM Program in PDF format, click here.

Monday, April 7, 2025

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


Tuesday, April 8, 2025

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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, Partner ESI

8:45 AM – OCC Presentation – An overview of bank credit metrics, status of CRE sectors and regulatory expectations for managing CRE concentrations. 
Taran Speak, Commercial Credit Lead Expert Support, Office of the Comptroller of the Currency

9:45 AM – Market Overview: What Now and What’s Next? – Our panel of experts will talk about what they’re seeing on current projects and expecting in the expecting over the coming year, and discuss ways to minimize risks in future transactions.
Bill Tryon (Moderator), Principal, Partner ESI; Sarah Overturff, Assistant Vice President, ACORE Capital; Andreas Rahe, Director, Construction Lending, Barings; Robert Barone, RA, LEED AP, Director Institutional Construction Services, Partner ESI; Casey Hutchins, Head of Construction, Live Oak; Steven Oehlrich, Director Construction Manager, Citi

10:30 AM – Networking Break

10:45 AM – Legal Update

11:30 AM – Lunch & Case Study Presentation
Our lunch presentation will commence at 12:00 pm

12:45 PM – OCC Fire Side Chat – An open dialogue hosted by OCC, diving into industry questions that often go unasked.
Taran Speak, Commercial Credit Lead Expert Support, Office of the Comptroller of the Currency; Kelly Javier, MBA, Principal, Partner ESI

1:30 PM – Navigating the Nuances of Participation Loans – Participation loans offer unique opportunities, but also present complex legal and financial considerations. Join our panel of seasoned professionals as they unpack the intricacies of these agreements and offer guidance on navigating the complexities.
Bill Tryon (Moderator), Principal, Partner ESI; Sarah Overturff, Assistant Vice President, ACORE Capital; David Drummond, Senior Vice President, KeyBank; Julie Goodman, Senior Vice President – Loan Administration and Closing Manager, Associated Bank; Larry Dalton, Senior Vice President, Western Alliance Bank Hotel Franchise Finance; Casey Hutchins, Head of Construction, Live Oak; and Brooke Bright, Vice President | Assistant Director of Construction Risk Management, U.S. Bank

2:15 PM – Breakout Session 1 (learn more here)

3:00 PM – Breakout Session 2 (learn more here)

3:45 PM – Sessions Conclude for the Day

4:15 PM – Off-Site Activities and Dinner


Wednesday, April 9, 2025

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7:00 AM – Breakfast at Hotel

8:00 AM – Attendee Check-In Available

8:30 AM – Breakout Session 3 (learn more here)

9:15 AM – Breakout Session4 (learn more here)

10:00 AM – Networking Break
concurrent with
10:00 AM – Breakout Session 5 (learn more here)

10:45 AM – Managing Change Orders & Contingencies – How are lenders handling change orders, contingency utilization, and unexpected cost increases in their construction loans? This session will explore best practices for assessing cost adjustments, structuring contracts to minimize mid-project surprises, and navigating GC and architect-driven budget impacts.

11:30 AM – Economic Overview

12:30 PM – Lunch & Case Study: The Populus Hotel from Start to Finish – The first carbon positive hotel build in the United States, right here in Denver. With innovative sustainability, biophilic architecture, natural materials, and original art this project combined the love of nature in every step of the process. A first hand look at the project from concept, through financing and execution.
AJ NosekPrincipal, National Client Manager, Partner ESI; Chris Erickson, President, Colorado Region, Banc of California; and Michael Koehler, Senior Project Manager, The Beck Group

1:45 PM – Construction Red Flags

2:30 PM – Breakout Summaries & Meeting Wrap-Up

3:00 PM – Sessions Conclude for the Day

Optional Afternoon Activity

 

Breakouts:

Breakout Session 1:

  • LIHTC
  • SBA – SBA construction loans come with unique challenges, from strict documentation and collateral requirements to navigating disbursement timing, contingency reserves, and regulatory compliance—all while managing varying levels of sophistication with both borrowers and GCs. This session, led by AJ Nosek, Shelley Souza, Jackie Bogdan, and Roxanne Selwyn, will explore common hurdles lenders face, including credit risk assessment, loan servicing, and SBA approval processes.
  • Personal Brand Building
  • Insurance and Resiliency

Breakout Session 2:

  • Developing Guidance on AI – Working Session
  • The Lantern Network (Mentorship) – In this breakout, led by Tracy Davis, get to know more about Lantern Network’s mission, mentees, and how you can get involved.
  • Book Club “Invisible Women” – Moderated by committee chair, Shelley Souza.

Breakout Session 3:

  • Emerging Trends
  • Women in Real Estate
  • Insurable Replacement Costs
  • Labor and Materials: A Local Perspective

Breakout Session 4:

  • The Lantern Network (Mentorship) – In this breakout, led by Tracy Davis, get to know more about Lantern Network’s mission, mentees, and how you can get involved.
  • Troubled Assets / Work Out
  • Insurance and Resiliency

Breakout Session 5:

  • Construction Contracts
  • Office to Residential Conversions
  • Single-Family
  • Personal Use of AI

If you have content ideas for the 2025 meeting, monthly forum calls, would like to sponsor, or be added to the CLRM membership base, please email: CLRMInfo@partneresi.com