2024 Annual Meeting Agenda

The 2024 CLRM Agenda

Below is the agenda for the 2024 CLRM Roundtable Conference in Nashville, Tennessee. To view the official 2024 CLRM Program in PDF format, click here.

CLRM Benchmarking Survey – Click Here

Monday, April 15, 2024

– Click to Expand/Collapse –


6:00 PM – 8:00 PM – Networking Reception / Dinner 
Sheraton Grand Nashville – Sky Lounge


Tuesday, April 16, 2024 

– Click to Expand/Collapse –


7:00 AM – Breakfast at Hotel
Sheraton Grand Nashville – Sky Lounge

8:00 AM – Shuttles Begin Departure for City Winery Venue

8:10 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); Chris Maxwell, National Manager, Construction Administration, JPMorgan Chase; Brooke Bright, Vice President | Assistant Director of Construction Risk Management, U.S. Bank; Brooke Miller, SVP,  Real Estate Construction Administration Manager, First Citizens Bank; and Chris Shinaberry, Construction Project Manager, Enhanced Capital

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.
Kelly Javier, MBA, Principal & Marketing Director, Partner ESI (Moderator); Travis Holland, Director, Citi Community Capital; Shelley Souza, SBA Construction Loan Manager, Dogwood State Bank; and Aaron Tighe, Director of Construction, Yates Construction

11:30 AM – Lunch & Presentation: Innovative Construction Projects
Our lunch presentation will commence at 12:00 pm and will be discussing innovative projects.
Robert Barone, RA, LEED AP, Director Institutional Construction Services, Partner ESI; Ron Mitnick, RA, Director Construction Risk, Citi Community Capital

12:45 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; Jim Kennedy, Managing Director, J.P. Morgan Asset Management

1:30 PM – Troubled Loans & Mid-Project Take-Overs
Justin Preftakes, Head of Construction Lending, Barings (Moderator); Steven Ellsworth, SVP, Asset Management, AVANA Companies; and James Robertson, Founder & Chief Risk Officer, Lincoln Capital Management; Sara Overturff, Assistant Vice President, ACORE Capital

2:15 PM – Breakout Session 1 (learn more here)
Option of: (1) Troubled Projects, (2) Single-Family and Small Balance, (3) Leveraging CLRM to Build Your Network, (4) CLRM Content, (5) AI & Construction, and (6) Technology in Construction Oversight

3:00 PM – Breakout Session 2 (learn more here)
Option of: (1) Liens, (2) Advisory Services, (3) Women in Commercial Real Estate, (4) C-PACE Financing, (5) SBA, and (6) The Lantern Network (Mentorship)

3:45 PM – Sessions Conclude for the Day; Shuttles Depart to Hotel

4:15 PM – Off-Site Activities and Dinner:

  • Cocktails & Appetizers | Sheraton Legislative Terrace
    – 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

– Click to Expand/Collapse –


7:00 AM – Breakfast at Hotel
Sheraton Grand Nashville – Sky Lounge

8:00 AM – Shuttles Begin Departure for City Winery Venue

8:00 AM – Attendee Check-In Available

8:30 AM – Breakout Session 3 (learn more here)
Choice of: (1) OCC – Troubled Loans, (2) Emerging Trends, and (3) Insurance Office Hours

9:30 AM – Breakout Session4 (learn more here)
Choice of: (1) Property Resilience, (2) Book Club (‘Gravitas’), and (3) The Lantern Network (non-profit)

10:30 AM – Networking Break Concurrent with
10:30 AM – Breakout Session 5 (learn more here)
Choice of: (1) Technology, (2) Troubled Projects, and (3) Non-Traditional Finance & Community Development

11:30 AM – OCC Presentation: Commercial Real Estate (CRE) Trends and Regulator Expectations
An overview of bank credit metrics, status of CRE sectors and regulatory expectations for managing CRE concentrations
Joseph Hoge, Commercial Credit Lead Expert, Community Bank Supervision, Office of the Comptroller of the Currency

12:30 PM – Lunch & Presentation: 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, Vice President, FHA Construction & Closing, Berkadia Commercial Mortgage LLC

1:45 PM – Navigating a Challenging Insurance Market
Aaron Kovan, Executive Director, Partner ESI (Moderator); Greg Cushard, Partner, SVP, Lockton Companies; Kevin Byrnes, CRIS, Senior Vice President, Unit Manager – Construction, Lockton Companies; Jeffry Dodt, Senior Vice President – Construction Risk Management, Truist Bank; and Steven Oehlrich, Director Construction Manager, Citi

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

3:00 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)
  • Ryman Auditorium Tour

 

Breakouts:

Breakout 1 Options:

  • Leveraging CLRM to Build your Network – Helping to expand personal and professional relationships is one of the key goals of the construction roundtable. Hear from Lantern Network founder Tracy Davis on networking best practices, leveraging your peer groups, and so much more.
  • Single-Family and Small Balance – Led by Kyle Gustafson
  • CLRM Content – The roundtable is devoted to providing information that makes your business easier. Join this breakout, led by Bill Tryon and Kelly Javier, to talk about topics we should consider for future calls and meetings.
  • Troubled Projects – Over the last 12 months, mounting interest rates have created significant struggles at both the Borrower and Lender levels. Led by Sara Overturff, this breakout is intended to further the conversation started in Troubled Loans & Mid-Project Take-Overs by exploring the current market environment and how Lenders can better prepare for troubled loans and navigate the issues that arise once a project becomes troubled.
  • AI & Construction – Led by Joe Derhake will lead a discussion on the latest in AI, how CLRM members are utilizing it, and best practices.
  • Navigating New Norms: The Integration of Technology in Construction Oversight – Managing disbursement workflow with Sponsor CodeFi.

Breakout 2 Options:

  • Women in Commercial Real Estate – Construction has historically been predominately male. Over the years, there has been a shift towards a more diverse population. This breakout, led by Kelly Javier, will focus on what changes have happened and what CLRM women are seeing.
  • Advisory Services – Big projects can result in big headaches. In this breakout, led by Don Ohle, discuss ways to identify and minimize the pre- and post-closing risks associated with your large construction loans.
  • C-PACE Financing – Continued market disruption, paired with high construction costs continue to create a challenging environment for commercial real estate projects. Join Christopher Ellis, Senior Director, Originations, Nuveen Green Capital, for a market update and to learn about financing options, including C-PACE (Commercial Property Assessed Clean Energy), which can be an accretive solution for borrowers to help deals cross the finish line, or keep them on track, while reducing lender exposure.
  • SBA Happenings – Led by Joey Bonin, this breakout will include discussion regarding the turmoil and chaos generated by the removal of all construction parameters from the SOP in 2023, the ultimate reversal, and the few changes actually made. Also, potential solutions to the continuing supply chain and cost escalation issues
  • Liens & Title Insurance – Led by Christina Fanning
  • 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.

Breakout 3 Options:

  • Prudent Commercial Real Estate Loan Accommodations and Workouts (Troubled Loans) – Joseph Hoge of OCC will lead a discussion regarding regulator expectations for community banks working out commercial real estate loans and how to determine risk ratings and accrual status for loan workouts. The interagency guidance published in June 2023 will be referenced.
  • Emerging Trends – Led by Brooke Bright
  • Insurance Office Hours – Join Greg Cushard and his team of experts at Lockton Companies to drill into practical solutions to address the challenges of the current insurance market.

Breakout 4 Options:

  • Book Club “Gravitas” – Kelly Javier is leading this inaugural meeting, which will focus on the book Gravitas. The session will discuss CLRM member’s thoughts and applications on the book as well as discuss future books.
  • Property Resilience – Damage from natural disasters is at record high, and insurance costs are skyrocketing. In some cases insurance may not even be available. To complicate matters the SEC has recently published requirements for companies to report related exposures. Join this breakout, led by Tony Liou, to talk about concerns, policies, and tools to help protect your assets and comply with reporting requirements.
  • The Lantern Network (Mentorship) – In this breakout, led by Tracy Davis, get to know more about the Lantern Network’s mission, mentees, and how you can get involved.

Breakout 5 Options:

  • Technology – Kathryn Peacock will lead this breakout along side CLRM technology sponsors ECL and CodeFi. Hear the latest developments in their technologies and how they can streamline workloads.
  • Non-Traditional Finance and Community Development in Underserved Communities – Led by Stephen Barcus
  • Troubled Projects – Over the last 12 months, mounting interest rates have created significant struggles at both the Borrower and Lender levels. Led by Sara Overturff, this breakout is intended to further the conversation started in Troubled Loans & Mid-Project Take-Overs by exploring the current market environment and how Lenders can better prepare for troubled loans and navigate the issues that arise once a project becomes troubled.

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: CLRMInfo@partneresi.com