Bringing Property Risk, Insights, Strategy & Markets to Light

EDR’s PRISM conference is a one-of-a-kind event connecting leaders from commercial real estate lending and property due diligence to network, learn and collaborate. Over the course of two days, well-respected speakers in technology, commercial real estate lending and risk management will share their intelligence on the future of the industry.

The conference also includes the annual PRISM Industry Awards Ceremony that celebrates individuals, firms and institutions that have demonstrated excellence in specific areas.

This year's PRISM conference will be held at award winning Hutton Hotel located in the West End neighborhood of Nashville, TN.



2:00 pm - 3:30 pm
Collateral360 Advisory Council Meeting – By Invitation
2:00 pm - 3:30 pm
Mentoring the Mentors and Mentees – Invitation-only meeting for the PRISM Developing Leaders Class of 2019 Program
Speaker: Laura Okmin, NFL Reporter and Founder of GALVANIZE (Invited)
6:30 pm - 8:30 pm
Evening Welcome Reception
8:00 am - 8:45 am
8:45 am - 9:00 am
Welcome and Opening Comments
Speaker: Eric Frank, CEO, EDR – a LightBox company
9:00 am - 10:00 am
Local is the New Global: How Global Forces Are Reshaping CRE Hot Spots
Speaker: Spencer Levy, Chairman, Americas Research & Senior Economic Advisor, CBRE

Protected local industries with goods or services that cannot be done remotely or performed by automation have started to gain popularity across the U.S. These types of industries include health care, unique local businesses, food and restaurants and skilled jobs in automated manufacturing. This trend can be witnessed in the office sector through a proliferation of small businesses as well, with a developing preference for a more local feel to the work environment. Find out what this trend means for the hottest metros for commercial real estate investment and redevelopment.


Speaker: Sharon Greaves, Founder, Momentum Commercial Real Estate Services and CREW Nashville (Invited)


10:00 am - 10:30 am
Networking Break
10:30 am - 11:15 am
Q&A with the Fed: Risk, Recession, Real Estate
Moderator: Dan Gottlieb, Chief Strategy Officer, EDR
Speaker: Brian Bailey, CCIM, CRE, Subject Matter Expert – Commercial Real Estate, Federal Reserve Bank of Atlanta

A “fireside chat” format with an insider at the Federal Reserve in Atlanta to share his unique insights into how the lending environment today differs from pre-recession 2007, what should be on lenders’ radar screens to best manage risk, and how lenders’ practices are changing as the protracted recovery moves into its next stage.


11:15 am - 12:15 pm
Recession Preparedness: Asking the Right Questions
Moderator: Dev Strischek, Devon Risk Advisory Group, LLC
Mo Ramani, CCO at SunTrust
Michael Bell, President, Bell Oldow, Inc.

Marty Hall, CRI, Director, CRE Risk Management, BOK Financial

Signs that the record-long economic recovery is nearing its end are shifting the focus toward recession-proof risk management strategies. This track of experts will explore what steps lenders and investors can take to avoid repeating the mistakes that led into the GFC. Financial institutions, particularly those with high CRE concentrations, need to be mindful of managing those ratios are the market edges toward the next downturn. How are banks performing collateral valuations? Are they stress testing their portfolios for declines in pricing and origination volume? Is the environmental due diligence they’re accepting stringent enough? How are the dynamics in the lending sector different now than they were pre-2007?

12:15 pm - 1:15 pm
1:15 pm - 2:00 pm
The Retail Renaissance: Risk and Opportunity
Speaker: Stephanie Cegielski, Vice President, International Council of Shopping Centers

Thousands of sites across the U.S. are moving into play as the retail sector goes through another phase of its evolution. This track will highlight the latest trends with an eye toward how technology is reshaping the way that retailers and other corporations select and manage commercial real estate properties.

2:00 pm - 2:30 pm
The OZone Investment Opportunity Heats Up
Speaker:  Patricia Overmeyer, U.S. EPA

Opportunity zones are the most talked-about topic in commercial real estate, offering investors the most attractive tax break in years. Nearly 9,000 opportunity zones across the U.S. collectively account for 10 percent of the country’s investible property universe, and the land grab is on. Speakers will address the influx of investment capital into these areas, hot spots, key players, the latest Treasury guidance and the implications for brownfield redevelopment.

2:30 pm - 3:00 pm
Healthy Buildings: The Race for More Efficient Real Estate

With the emphasis on value-add investment, there is new attention on retrofits to older buildings that improve the tenant experience from energy retrofits, amenities, building information management and more. Panelists will address the new role of property assessments in identifying opportunities to make buildings more efficient and add to their appeal from an investment perspective.

3:30 pm - 5:00 pm
Break. Group Activity TBA.
6:00 pm - 9:00 pm
4th Annual PRISM Industry Awards Ceremony

Join us as we roll out the red carpet to welcome in this year’s class of PRISM award winners. Last year’s honorees will be on hand to unveil awards in the areas of innovation, leadership, industry influence, community service, outstanding project work and business growth–as well as welcoming the latest inductee into the PRISM Industry Hall of Fame.

8:00 am - 8:45 am
8:45 am - 9:00 am
Opening Comments
9:00 am - 10:00 am
Technology Keynote:
Our Frictionless Future: How Radical Mobility, Transportation-as-a-Service and Autonomous Vehicles Will Change Real Estate…and Everything
Speaker: Elie Finegold

The coming mobility revolution will change everything about how we live in our cities. From a true visionary in property technology, attendees will find out what several distinct, yet interrelated trends, mean for what the future of transportation might look like, when and how the change will come to our cities and society, and how all this might impact real estate utilization, operations, development and investment in the years to come.

Elie Finegold is a long-time entrepreneur, advisor to several prop-tech firms and Entrepreneur in Residence (EIR) at MetaProp. Mr. Finegold’s experience includes his most recent role leading innovation globally for CBRE as SVP of Global Innovation and Business Intelligence. In that role, he co-founded and led CBRE Labs and assisted the company in strategic technology investments and partnerships both internally and with the burgeoning startup space. He was also a founding board member of CRE//Tech Intersect. Mr. Finegold has spoken and been covered widely, including at the Wharton Zell-Lurie institute, on the intersection of real estate and technology.

10:00 am - 10:30 am
Networking Break
10:30 am - 12:30 pm
Breakout Sessions 

Join us for these interactive sessions where attendees will roll up their sleeves and candidly discuss their top business challenges with industry experts.

Lender Risk Management:

Session 1, 10:30 am – 11:30 am: Wake Up Call-Valuation Program Examinations: A Former Regulator’s Perspective–Is Your Bank Doing Enough to Prepare?
Moderator: Bill Garber, Director of Government and External Relations for the Appraisal Institute
Speaker: Richard G. Rawson, MAI and Former FDIC Appraisal Review Specialist, Principal Owner, VRC Advisors, LLC, Valuation Regulatory Compliance

As a risk professional, what keeps you up at night? Chances are regulatory compliance is one of your financial institution’s biggest pain points today. At this breakout session, former FDIC reviewer, Richard Rawson, will share his unique insights from decades of experience in reviewing hundreds of institutions’ appraisal policies, processes and procedures. Attendees will benefit from an insider’s look at lessons learned, common missteps banks make, and advice for how your institution’s policies, processes and practices can be tightened up to best protect itself against the scrutiny of examiners. Topics will include: a review of the latest guidance, scope of a valuation program exam and typical program compliance questions. Don’t miss this opportunity to troubleshoot your program and learn from a true expert.

Session 2, 11:30 am – 12:30 pm:  Harnessing Data In New Ways To Drive Efficiency In Lender Operations
Moderator: Ted Zimmerman, EDR, VP of Data Solutions
David J. Drummond, SVP, National Manager – Key Real Estate Technical Services, Environmental, Construction & Appraisal Services, Key Bank
Zachariah Rosenberg, Director, Greystone Labs
Rebecca Howell, Analytics Manager, Wells Fargo

Lenders are becoming increasingly more sophisticated in harnessing data and technology to make better lending decisions.  This not only reduces internal costs, but improves their competitiveness by allowing loans to be quoted and closed more quickly.  Our speakers today are among the visionaries pushing the limits on how quickly loans can prudently get done.

Strategic Business Planning: 

Roll Up Your Sleeves: What’s Your Strategic Plan for Growth?

EDR’s 2018 Benchmark Survey of Environmental Consultants showed that the three most significant challenges facing professionals today are: maintaining strong profit margins, expanding into new geographic markets and forecasting their business. This track will focus on how top firms are responding to the competitive market environment and give attendees food for thought to position their firms for growth in the near-term.

Session 1, 10:30 am – 11:00 am: State of the Environmental Consulting Sector
Speaker: Al Spiers, Founder and CEO, 2020 Environmental Group (Invited)

EBI’s statistics on environmental markets are the most well-respected in the industry. The breakout track will kick off with highlights of EBI’s market data for the environmental industry, as well as their latest forecast.

Session 2, 11:00 am – 12:30 pm: How Leaders of Consulting Firms Overcome 7 Silent Growth Killers
Speaker: Robert Sher, Founding Principal, CEO to CEO

For an executive team, the excitement of leading a steadily or rapidly growing midsized firm can be exhilarating – that is, until growth grinds down to a halt.  In this presentation, Robert Sher explores how seven silent growth killers have derailed midsized firms based on his years of research on more than 100 companies.  Illustrating the seven silent growth killers through real examples, Robert explains how leaders can protect their companies from them or avoid them altogether.

12:30 pm - 1:30 pm
1:30 pm - 2:00 pm
Insiders’ Panel: High-Level Look at the Ways Innovations are Poised to Redefine Property Risk Management
Speaker: Sarah Williams, Envelope (Invited)

Advances in technologies like artificial intelligence and data analytics are rapidly gaining traction in the commercial real estate sector. From this panel of innovators attendees will see first-hand ways that forward-thinking firms are driving efficiencies in property risk management—and some promising applications in the not-so-distant future.

2:00 pm
Closing Comments


The PRISM Awards are the benchmark for excellence in the property due diligence and commercial lending industries. The Awards categories recognize creativity, innovation, service and achievement in the areas of leadership, technology, environmental stewardship, community service and influence.

Nominations close on Friday March 22, 2019 and will be judged by a third-party entity. Winners will be announced at the annual PRISM Awards Dinner to be held at The Hutton Hotel in Nashville, TN on the evening of Wednesday May 8th, 2019.


Technology Innovation Award: Lender Risk Management

Recognizes a financial institution that utilizes technological innovation within their internal team to advance how the bank assesses, manages and minimizes property risk. This institution is expanding the boundaries of what is possible by adopting new approaches of accessing, assimilating and processing property risk information in their commercial real estate portfolios.

Submit Nomination

Technology Innovation Award: Consulting

Recognizes an environmental due diligence firm that embraces technology that goes above and beyond standard industry practice. This firm has demonstrated success in pushing the envelope and challenging historical norms with a cutting-edge process that improves the efficiency of property risk management for their clients.

Submit Nomination

Courage in Leadership Award

Honors a business leader working in the property risk management field who has made tremendous impacts on his/her organization or financial institution through courageous leadership. The winner is one who has demonstrated a genuine, vested interested in driving his/her team to achieve success. Examples may include: hosting an off-site teambuilding initiative, implementing a new workplace practice, redesigning a work space or adopting a unique employee incentive program.

Submit Nomination

Industry Influencer Award

Recognizes an outstanding individual who promotes the industry and improves visibility of risk management through education and public relations. This individual shines outside of their environmental firm or financial institution with a demonstrated commitment to championing the industry as a whole and the understanding of property risk management in the field.

Submit Nomination

Community Service Award

Celebrates a progressive organization whose property risk management or due diligence division has made extraordinary philanthropic contributions to their community. The winning firm demonstrates unselfish and extensive service by its property risk management staff that has had a measurable and positive impact on their local community, charitable organizations or the environment.

Submit Nomination

Outstanding Project Award

Honors an environmental due diligence firm or financial institution for its involvement in a particular project, loan, deal or redevelopment project that deserves recognition. Entries will be judged on how they stand out compared to other applications in this award category. Nominations may involve any of a wide variety of projects, including an innovative approach to risk management, a high-profile project in a particular metro, noteworthy collaboration with other industry players, etc.

Submit Nomination

On the Move Award

Recognizes a small environmental due diligence firm or regional/community bank that has demonstrated recent success in growing their business. The winner will be selected based on recent performance in any of the areas of business growth, staff increases, expansion in range of operations or similar measure of small business success.

Submit Nomination

Developing Leaders Award

Highlights an up-and-coming risk management or due diligence professional with less than ten years of experience in the field for his/her valued contribution and commitment to the industry. The award will be presented to a rising industry professional who has demonstrated impressive achievement in any of the areas of leadership, visibility, professional competency or industry involvement in the early stage of his/her career.

Submit Nomination

Industry Hall of Fame

Honors an individual for career contribution to the industry and to the community. This individual will be recognized for years of commendable service, leadership and dedication to improving the industry. Known as the most prestigious PRISM Award, the Hall of Fame recognizes an outstanding individual who, through his/her exceptional work and achievements, has made a significant contribution to the industry and earned the respect of their peers in the field.

Submit Nomination


Each winner receives a jewel-quality PRISM trophy, engraved with the winner’s name. One of the goals of the PRISM Awards is to promote and elevate the achievements of innovators across the industry. Therefore, to add further impact to the winning professionals/organizations, EDR will provide your organization with support for your own press release distribution. Further recognition of winners includes attention in EDR’s publications, press releases, on EDR’s website and outside industry publications. Your organization will be recognized via multiple avenues for making an important contribution in raising the level of professionalism in the industry.


The awards nomination process requires completion of an on-line entry form including the opportunity to provide supporting documentation. PRISM Awards are open to all professionals in the property risk management field who may nominate themselves—or another qualified professional/firm. Applications are reviewed and judged by an independent, third party consultant, the Zweig Group, a firm with an established history of running recognized awards programs for the architecture, engineering and environmental consulting industries.

Spencer Levy is the Chairman of Americas Research and Senior Economic Advisor for CBRE, the largest commercial real estate firm in the world. Spencer is the chief spokesman on real estate matters for CBRE in the Americas and is one of the most sought-after speakers in the commercial real estate industry. He is regularly quoted in major business publications and frequently is a guest on business television, including Bloomberg, CNBC, PBS and Fox Business.

By leveraging his 23 years of experience in commercial real estate, including the past 11 at CBRE, Spencer has redefined the role of research leader. Spencer combines his experience as a lawyer, investment banker and capital markets leader to create presentations that go deep and touch on all aspects of commercial real estate. Combined with his unique and engaging presenting style, this makes him one of the most respected commentators and advisors in the business. Spencer regularly speaks at major events of the country’s leading commercial real estate organizations, including CORENET, NAIOP, ULI, ICSC, NAREIM and CREW. He also has guest lectured at major universities, including his alma maters Harvard and Cornell, in addition to Columbia, NYU, Johns Hopkins, Georgetown, Pitt, Auburn and many others. Spencer is a recipient of multiple industry awards, including the CORENET Luminary Award for Excellence in Public Speaking, the CBRE Trammell Crow Master Builder Award, and the CBRE Gary J. Bebon Teamwork Award.

While a New Yorker for most of his life, Spencer currently hails from Baltimore and is a proud husband of 19 years and father of three children. Spencer sits on the boards of the Baltimore Leadership School for Young Women and Harvard Alumni Real Estate.   

Brian Bailey is a Subject Matter Expert in the Supervision, Regulation, & Credit Division of the Federal Reserve Bank of Atlanta. He is responsible for providing thought leadership and monitoring emerging trends in commercial real estate. He provides guidance on CRE industry dynamics, valuation, operation and finance issues. Brian has been actively involved as a lead Wholesale reviewer in the annual stress test and capital review (CCAR & HCR) conducted on the nation’s largest financial institutions and is responsible for writing the Atlanta Fed’s Commercial Real Estate portion of the Beige Book. A frequent speaker, Brian has extensive experience, spanning both the public and private sectors, with commercial real estate valuation, transaction, development, and financial issues.

Prior to joining the Federal Reserve Bank of Atlanta, Brian worked at Tavistock Group, a private equity group, overseeing real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessing and identifying the most financially feasible development scenarios. Prior to Tavistock, Brian was the Director of Real Estate Finance for Flagler Development Group, Florida’s largest commercial real estate developer, where he was responsible for the company’s valuation and financial analysis functions, as well as providing guidance on various financial issues related to development, leasing and valuation.

Elie Finegold has been an entrepreneur and leader at the intersection of real estate and technology for nearly 20 years, leading Innovation globally at two of the world’s largest publicly traded real estate companies, serving as founding President of a $1.5 billion AUM global real estate business, and founding a number of startups in both the real estate and technology sectors. He is currently a Venture Advisor to MetaProp, an advisor to numerous startup and growth-stage companies, and a featured speaker and author on the impacts of technology on real estate.

From 2010-2016, Elie was a Senior Vice President of Global Innovation for CBRE (NYSE:CBRE), the world’s largest real estate services firm. He founded and led CBRE Labs, CBRE’s internal organization for experimenting with, developing and testing deployment of new technologies. Elie has been a frequent featured speaker, including at CBRE client events, CRETech, DisruptCRE, IREI, CoreNET and the Wharton Zell-Lurie Institute. Until 20007, Elie was the founding President of IGY Marinas, the world’s leading developer, owner, and operator of luxury yacht marinas and waterfront lifestyle developments. During that time, Elie was also a Managing Director of Island Capital Group, a New York-based real estate investment banking company led by Andrew L. Farkas, where he was a member of the executive management team since the company’s inception. During that time, Elie was also a Managing Director of Island Capital Group, a New York-based real estate investment banking company led by Andrew L. Farkas, where he was a member of the executive management team since the company’s inception. Previously, Elie was Chief Innovation Officer of the publicly traded Insignia Financial Group (NYSE:IFS), at the time one of the worlds’ premier real estate services companies.

Robert Sher is founding principal of CEO to CEO, a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. He was chief executive of Bentley Publishing Group from 1984 to 2006 and steered the firm to become a leading player in its industry (decorative art publishing).

Robert speaks frequently, and has published extensively on the successful leadership traits and skills of CEOs of midsized companies. He is a regular columnist on and has numerous posts on Harvard Business Review online. He authored two books, the first book, The Feel of the Deal; How I Built a Company through Acquisitions (1toPonder, 2007) and his newest book, Mighty Midsized Companies; How Leaders Overcome 7 Silent Growth Killers, (Bibliomotion, 2014). Robert received a B.S. degree in business administration from Hayward State University in 1986 (during which he ran a small business), and an MBA degree from St. Mary’s College in 1988, where he was the recipient of the Jack Saloma Award for student citizenship. From 1995 to 2000, he taught MBA and executive MBA courses at St. Mary’s on growing entrepreneurial businesses.