Forum Calls
Upcoming Forum Calls
What’s in the pipeline for CLRM calls? See below for our tentative schedule of topics: December 11, 2025: Renewable Energy Considerations in Construction Lending Speaker: Gage Kellogg, Managing Director, Renewable...
View Forum CallJanuary 2026 Women’s Book Club
Presence: Join us as we dive into “Presence: Bringing Your Boldest Self to Your Biggest Challenges” by Amy Cuddy. In this session, we’ll explore how body language, mindset, and self-perception...
View Forum CallDecember 2025 Forum Call
Renewable Energy Considerations in Construction Lending More construction projects are now including on-site power components such as solar panels, battery storage, EV charging, or other on-site power features. As these...
View Forum CallSeptember 2025 Forum Call
Tax Credits… Historic, LIHTC, Energy, and More! Please join us on Tuesday, September 23 for our next CLRM Call, where we’ll discuss how tax credits are reshaping today’s construction lending...
View Forum CallAugust 2025 Forum Call
Funds Control for Multi-Draw Projects: Join us for our next CLRM that will focus on Funds Control, with a discussion on best practices for funding and managing an SBA 7(a)...
View Forum CallJuly 2025 Forum Call
Project Completion Insurance: Join us on July 24th for a CLRM call on Project Completion Insurance. This session will take a closer look at SureBuild, an insurance policy backed by...
View Forum CallJuly 2025 Women’s Book Club
Atomic Habits: Want to build better habits without relying on willpower? Join us as we dive into Atomic Habits by James Clear—a practical and inspiring guide to making small changes that...
View Forum CallJune 2025 Forum Call
Surety Bonds: Join us on June 17th as we explore the role of surety bonds in construction lending. We’ll break down the different types of bonds—bid, performance, and payment—and how...
View Forum CallMay 2025 Forum Call
Understanding Geotechnical Risk in Construction: Unexpected geotechnical and geologic challenges can cause delays and cost overruns in construction. Join us for an insightful session with geotechnical expert Matt Marcus, PE,...
View Forum CallMarch 2025 Forum Call
Beyond the Low Bid, Evaluating Contractors for Project Success: Join us for a call where we’ll dive into the risks of selecting the lowest bidder and why a thorough contractor...
View Forum CallDecember 2024 Women’s Book Club
That’s What She Said: Join us for our first virtual CLRM Women’s Book Club, with a discussion moderated by Shelley Souza of Dogwood State Bank, as we dive into ‘That’s...
View Forum CallOctober 2024 Forum Call
Construction for Closers: Closing a construction loan requires incorporating specific steps into a lender’s closing process. Overlooking critical details during this stage can lead to significant delays and complications for construction...
View Forum CallSeptember 2024 Forum Call
Insurance Strategies & Solutions: Join us for a discussion with Lockton to address insurance-related questions, covering construction, development, and property insurance challenges. On this call, we’ll explore alternative coverage methods,...
View Forum CallJuly 2024 Forum Call
Mid-Year Market Update: The construction market plays a critical role in the global economy, serving as a barometer of economic health and a driver of growth. In recent years, construction...
View Forum CallJune 2024 Forum Call
Insurance and Resiliency: The insurance market is particularly challenging right now, especially for construction lenders who need to ensure their projects are protected against evolving risks. On this call, moderated...
View Forum CallMay 2024 Forum Call
Construction Monitoring During Environmental Cleanup: Understanding construction budgets and schedules is hard enough for a conventional construction project, but adding environmental cleanup to the mix makes successful completion even more...
View Forum CallMarch 2024 Forum Call
Construction Contingencies: The uncertainties that have affected construction in the last few years led to skyrocketing contingency budgets. Contingency budgets have begun to fall as the market returns to normal,...
View Forum CallJanuary 2024 Forum Call
Market Conditions: Changing market conditions are still having a big impact on existing and proposed construction projects. To start off 2024, Bob Barone will be joining this call to provide...
View Forum CallOctober 2023 Forum Call
SBA SOP 50 10 7 – Construction Loans The October CLRM forum call will provide an update on SBA SOP 50 10 7 Construction Loans. Recent changes to the SBA...
View Forum CallJune 2023 Forum Call
The June CLRM forum call provides an economic update provided by the Chief Economist with Associated General Contractors of America, Ken Simonson. Learn more about Ken by connecting with him...
View Forum CallMay 2023 Forum Call
Underwriting the General Contractor from Origination Through Closeout This month, Alex Jurgenson, VP of Commercial Underwriting at Western Alliance Bank, discussed take-aways from the GC breakout discussion held during our...
View Forum CallMarch 2023 Forum Call
Update on the CRE Insurance Marketplace The March forum call will include guest speaker Jenna Kirkpatrick Howard, a Senior Vice President, Producer with Lockton Companies. Thursday, March 16th 1 PM...
View Forum CallJanuary 2023 Forum Call
C-PACE Capital –Overview and Considerations for Construction and Development The January CLRM forum call will include special guest Rebecca Disbrow, VP C-PACE Credit with Nuveen. To listen to the recorded...
View Forum CallDecember 2022 Forum Call
Cost increases and supply chain issues have eased, but uncertainties are still driving the market. Ken Simonson, Chief Economist for AGC, will join us on Wednesday, December 7th, for an...
View Forum CallSeptember 2022 Forum Call
The September forum call will feature OCC guest speaker Beth Nalyvayko. Beth will discuss the OCC changes to the CRE Handbook. Wednesday, September 14 1 PM PT/3 PM CT/4 PM...
View Forum CallAugust 2022 Call
Open Forum! The August forum call included an industry update from Bill Tryon and an open forum. Bill summarized news in the industry, provided an overview of what we’re seeing...
View Forum CallMay 2022 Call
Increased costs and delayed deliveries are still a big issue in getting construction projects to completion, and even maintaining existing buildings. along with other construction materials, roofing material costs continue...
View Forum CallApril 2022 Forum Call
The inherent risks of wetlands can pose a challenge to construction projects. Understanding how to mitigate risk and spot red flags is important to keep progress moving forward. Join Partner’s...
View Forum CallFebruary 2022 Call
Partner’s Director of ALTA Services, Robin Rednose-Lewis, will be our guest during February’s CLRM forum call. A professional with more than 20 years of managing and coordinating survey services for...
View Forum CallJanuary 27, 2022 Call
Supply chain and labor problems are still creating headwinds in the industry. Ken Simonson, Chief Economist for AGC, joined us on Thursday, January 27th for an economic update and review...
View Forum CallDecember 2, 2021 Call
Managing Requests for Stored Materials With continued supply chain delays and escalating costs, developers are seeing increased pressure to buy materials early and sometimes pay for them before they’re even...
View Forum CallOctober 19, 2021 Forum Call
Anatomy of a Construction Site Inspection For October’s call, Lincoln Capital lead a discussion of construction site inspections including typical information and red flags, as well as alternative approaches to...
View Forum CallSeptember 22, 2021 Forum Call
Environmental, Social and Governance + Resiliency The evaluation of ESG+R (Environmental, Social, and Governance + Resiliency) is becoming increasingly important in investment decisions. Climate change is accelerating the push to...
View Forum CallJuly 22, 2021 Forum Call
Construction: Current Market Conditions and Concerns Our July call continues the recent focus on impacts to construction projects from increased costs and availability of labor and materials. The call will...
View Forum CallJune 9, 2021 Forum Call
Economic Update: Pandemic Impacts, Policy Initiatives, and Project Implications
View Forum CallMay 25, 2021 Forum Call
As we work through recovery from COVID-19, many construction projects are plagued by increasing costs and delays.
View Forum CallApril 22, 2021 Forum Call
In addition to new construction, our monthly calls sometimes touch on other issues related to building evaluation.
View Forum CallJanuary 27, 2021 Forum Call
Dianne Crocker, the principal economist for Lightbox, joined us to provide an overview of the current state of the commercial real estate economy and things to watch for in 2021
View Forum CallOctober 29, 2020 Forum Call
This call will include an industry update including summaries of published industry data and forecasts, and we’ll be joined by Bob Barone
View Forum CallJuly 16, 2020 Forum Call
Contractors are back at work at most sites around the US. Partner has been researching issues and compiling information for our construction monitoring projects to identify issues and trends.
View Forum CallJune 3, 2020 Forum Call
Forum call included an economic update by Ken Simonson, Chief Economist for AGC
View Forum CallApril 9, 2020 Forum Call
CLRM hosted a Forum on COVID-19 Construction Impacts attended by over 30 institutional investment managers.
View Forum CallApril 2, 2020 Forum Call
The April Conference Call, Lisa Glahn and Jeff Bease talked about legal concerns related to construction shutdowns.
View Forum CallFebruary 12, 2020 Forum Call
Our first call of 2020 is scheduled for February 12 at 11:00 AM, Pacific Time. This month, Dianne Crocker, Economist for Lightbox, will provide a briefing on market fundamentals, factors...
View Forum CallSeptember 18, 2019 – Anatomy of an Exam
What to Expect During a Federal Bank Exam: Even if you’re not regulated by OCC, FDIC, etc. it’s helpful to understand what’s important during a regulatory exam.
View Forum CallJuly 10, 2019 – ConsensusDocs
An alternative to AIA Construction Contracts Guest Speaker
View Forum CallMay 28, 2019 Forum Call
Guest Speaker Katie Morgan discussed how the presence of wetlands can increase development costs and limit where improvements can be located on a site
View Forum CallApril 24, 2019 Forum Call
This month we’ll review the results of the 2019 Senior Construction Risk Manager poll, as well as results from live polling at last month’s Annual conference.
View Forum CallFebruary 21, 2019 Forum Call
Angela McDonnell and Ali Shaal will joined us to talk about a method of handling requests for reimbursement of stored materials.
View Forum CallJanuary 24, 2019 Forum Call
Dianne Crocker, Economist for Environmental Data Resources, will join us for an update on the 2019 economic outlook.
View Forum CallOctober 19, 2018 Construction Disbursements
Construction Disbursements; Draft White Paper
View Forum CallSeptember 20, 2018 Forum Call
Emerging Red Flags in CRE Property Condition Assessments: Presented by Joe Derhake, CEO of Partner Engineering and Science, Inc.
View Forum CallAugust 22, 2018 Forum Call
Continue working toward guidance on the disbursement process.
View Forum CallJuly 25, 2018 Forum Call
Call focused on working toward guidance on the disbursement process
View Forum CallJune 13, 2018 Forum Call
Dianne Crocker, Principal Economist for EDR Insight, will provide a briefing on fundamentals of the commercial real estate market, factors affecting economic performance, the impact of tariffs, and more
View Forum CallOctober 18, 2017 Forum Call
Identifying and Modifying Key Provisions in Construction Contracts Speaker: Lisa F. Glahn, Foley & Lardner, LLP
View Forum Call