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 shared their intelligence on the future of the industry.

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

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

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Agenda

2:00 pm - 4:30 pm
Collateral360 Advisory Council Meeting – By Invitation
2:00 pm - 4:00 pm
Mentoring the Mentors and Mentees – Invitation-only meeting for the PRISM Developing Leaders Class of 2019 Program
6:30 pm - 8:30 pm
Evening Welcome Reception
8:00 am - 8:45 am
Breakfast
8:45 am - 9:00 am
Welcome and Opening Comments
Speaker: Eric Frank, CEO, LightBox 
9:00 am - 10:00 am
The New City: The Forces Reshaping CRE’s Hot Spots
Moderator:  Dianne Crocker, Principal Analyst, EDR
Speaker: Spencer Levy, Chairman, Americas Research & Senior Economic Advisor, CBRE
PRESENTATION

Underwriting in today’s commercial real estate market has gotten more challenging in response to market pressures and technology advances. Macro trends in talent, infrastructure and foreign capital are pushing certain metros to the top of investors’ radar screens. The drive toward sustainability and resilience are creating new opportunities to improve the tenant experience at commercial properties. Opportunity zones are poised to reshape areas in need of investment capital as the e-commerce trend drives changes in retail and industrial property use, including a renewed interest in live-work-play redevelopment of obsolete retail sites. In light of the moving pieces on the board of commercial real estate hangs the uncertainty of the timing of the next cyclical downturn. During this opening track, Spencer Levy will share his unique insights into how market forces are defining “the new city” and the implications for how we use real estate in U.S. metros.

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.

THE LOCAL NASHVILLE COMMERCIAL REAL ESTATE PERSPECTIVE
Rhonda Thomas, President, CREW Nashville and Director of Leasing & Property Management, Parkes Development Group, LLC

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
Panelists:
Mo Ramani, CCO, SunTrust
Michael Bell, Founder and 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 as 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
Lunch
1:15 pm - 1:45 pm
The Retail Renaissance: Risk and Opportunity
Moderator: Dan Welby, Managing Director, EDR
Panelists:
Stephanie Cegielski, Vice President, International Council of Shopping Centers
PRESENTATION
Gary R. Shanks, Jr., Partner, The Shopping Center Group
PRESENTATION

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.

1:45 pm - 2:30 pm
The O-ZONES: Investment Heating Up in Opportunity Zones
Panelists:
Patricia Overmeyer, Deputy Director, Office of Brownfields and Land Revitalization, U.S. EPA
PRESENTATION
Stefan Schimenes, CEO and Founder of InvestReal
PRESENTATION
Shane P. Morris, Partner, Waller Lansden Dortch & Davis, LLP

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
Speakers:
Mike Leonard, Managing Principal, of greenSTUDIO, div. of Hastings Architecture Associates, LLC
PRESENTATION
Shannon Smith, CEO PointGuard
PRESENTATION

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. This track 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.

3:00 pm
Closing Comments
Speaker
Moira McArdle, EDR Marketing VP
3:30 pm - 5:00 pm
Head over to Winners Bar & Grill for Live Music on the Rooftop
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, 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
Breakfast
8:45 am - 9:00 am
Opening Comments
Speaker: Albert Lojko, COO, EDR
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
PRESENTATION

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 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.

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:

Moderator: Dan Gottlieb, Chief Strategy Officer, EDR

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
PRESENTATION

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
Panelists:
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: 

Moderator: Ted Maziejka, Strategic Consultant

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
PRESENTATION

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
PRESENTATION

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
Lunch
1:30 pm - 2:15 pm
A High-Level Look at the Ways Innovations are Poised to Redefine Property Risk Management
Moderator: Duke Long, Broker and Owner of The Duke Long Agency
Panelists:
Elie Finegold, Venture Advisor to MetaProp
Eric Frank, CEO, LightBox

Advances in technologies like artificial intelligence and data analytics are rapidly gaining traction in the commercial real estate sector. At this dynamic closing track, attendees will learn what types of technologies are growing in acceptance and how forward-thinking innovators are driving efficiencies in property risk management.

Long, a 20-plus year veteran of commercial real estate, was named one of the “Top 5 Most Influential Real Estate Tech People.” Long has invested in, advised and helped grow many of the latest technology companies focused on commercial real estate. He is an advisor and mentor for the NAR Reach Program and MetaProp Real Estate Technology Accelerators. A popular speaker, he has presented at industry events hosted by many well-known companies and associations, including CBRE, JLL, Colliers International, The International Council of Shopping Centers and CoreNet among others.

Awards

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, and influence.

PRISM Awards are open to all professionals in the property risk management field. Applications are reviewed and judged by the Zweig Group, an independent, third-party consultant with an established history of running recognized awards programs in the architecture, engineering and environmental consulting sector. The 2019 winners were announced at the annual PRISM Awards Dinner that was held at The Hutton Hotel in Nashville, TN on the evening of Wednesday May 8th, 2019.


Congratulations to the 2019 PRISM Award Winners:

Award Winners
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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.

2019 Award Winner: Greystone & Co

View Award Video
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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.

2019 Award Winner: EBI Consulting

View Award Video
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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.

2019 Award Winner: Kristin Gable, PM Environmental

View Award Video
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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.

2019 Award Winner: Elizabeth Krol

View Award Video
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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.

2019 Award Winner: Environmental Operations, Inc.

View Award Video
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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.

2019 Award Winner: Impact 7G, Inc.

View Award Video
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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.

2019 Award Winner: Kathyrn O’Gorman, ESE Partners, LLC

View Award Video
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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.

2019 Award Winner: Kristina Kirssakova-Thomas, Fulcrum Resources, Inc.

View Award Video
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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.

2019 Award Winner: Anthony Buonicore

View Award Video

ABOUT THE AWARDS

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.

ABOUT THE APPLICATION AND JUDGING PROCESS

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 Forbes.com 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.

Long, a 20-plus year veteran of commercial real estate, was named one of the “Top 5 Most Influential Real Estate Tech People.” Long has invested in, advised and helped grow many of the latest technology companies focused on commercial real estate. He is an advisor and mentor for the NAR Reach Program and MetaProp Real Estate Technology Accelerators. A popular speaker, he has presented at industry events hosted by many well-known companies and associations, including CBRE, JLL, Colliers International, The International Council of Shopping Centers and CoreNet among others.

Al Spiers is the Founder and CEO of 2020 Environmental Group, a management consulting and M&A advisory firm focused purely on the environmental and engineering consulting industry. With offices in San Francisco and Seattle, Al and his 2020 partners work with CEOs, Founder/Owners, Boards and Private Equity investors advising on strategic growth for entering new markets and geographies, financial and operational performance, ownership transition, and sell- and buy-side M&A. In the last nine years, Al has advised over 65 environmental and E&C firms across North America, Canada, UK, Europe, China and Australia, and served as the sell- or buy-side M&A advisor on 30 M&A transactions. Prior to 2020, Al spent 38 years managing and building some of the largest environmental and engineering firms in the world, starting his career with CH2M, and then Corporate Vice President with Dames & Moore/URS and SVP/Managing Director with Entrix (now Cardno). Al holds a B.S. in Biology/Chemistry, an M.S. in Environmental Engineering from Stanford University, and Executive Management Programs with Stanford Graduate School of Business. To learn more go to www.2020env.com or contact Al at al@2020env.com.

Stefan Schimenes is the CEO and founder of InvestReal, a data-driven real estate marketplace that connects developers looking to raise capital for Opportunity Zone projects with investors. The platform also has a robust data analytics component, and utilizes machine learning to help users with research and informed decision making.

Often referred to as a serial entrepreneur, Stefan has a passion for reinvigorating static industries with technology. He has founded several successful startups in Latin America and the US. Additionally, Stefan is no stranger to the concept of disrupting real estate through online marketplaces. When he was the Managing Director of Airbnb in Latin America, he catapulted the company from an unknown brand to the market leader in the region’s hospitality industry. His efforts were integral to helping Airbnb becoming one of the most valuable startups in the world, worth an estimated $31B.

Stefan earned his BA in International Relations from Fundação Armando Alvares Penteado, and an MBA from Fundação Dom Cabral. In his personal time, Stefan works to impact social good on both a local and global scale. He is an active volunteer at his community church, and has participated in relief projects in Africa and South America

Patricia Overmeyer is the Deputy Director of the U.S. Environmental Protection Agency’s Office of Brownfields and Land Revitalization (OBLR). Ms. Overmeyer has worked in U.S. EPA’s Brownfields Program since January of 2002 and has been instrumental in developing the program’s core policies and priorities since its inception. Previously, Ms. Overmeyer served as OBLR’s Team Leader for the Brownfields Policy, Research and Outreach Team, which coordinates brownfields and land revitalization research, partnerships, policy development, and communications. Ms. Overmeyer coordinates EPA’s biannual National Brownfields Training Conference.

Ms. Overmeyer is responsible for overseeing the implementation of EPA’s regulations governing required standards and practices for conducting environmental site assessments or “All Appropriate Inquiries,” under the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA). She coordinated the development of the regulation that establishes standards and practices for conducting all appropriate inquiries and served as EPA’s Designated Federal Official for the Agency’s Federal Advisory Committee that was tasked with developing the proposed regulation on all appropriate inquiries. Prior to her tenure with OBLR, Ms. Overmeyer worked in U.S. EPA’s Hazardous Waste Identification Division where she was responsible for the development of regulations under the Resource Conservation and Recovery Act.

Ms. Overmeyer earned her M.S. from Carnegie-Mellon’s School of Urban and Public Affairs and has a B.A. in economics from Indiana University of Pennsylvania.

Bill Garber is the Director of Government and External Relations for the Appraisal Institute, where he serves as head of the AI Washington operations. As director, he represents the interests of AI members before Congress, federal agencies, and outreach to aligned real estate organizations.

Bill has a range of expertise with real estate issues, including residential and commercial valuation and finance, economic development and land use, conservation and historic preservation issues, financial reporting, asset backed securities, and real estate disposition and acquisition. He serves as the liaison to the Appraisal Institute’s Government Relations Committee and Client Advisory Board, and as Treasurer of the Appraisal Institute Political Action Committee. Bill is a frequent speaker before government agencies and industry organizations.

Bill has more than 20 years of association lobbying and management experience in the real estate and economic development professions. He has a Bachelor’s degree in Political Science from Oregon State University.

Stephanie is a graduate of the University of Denver Sturm College of Law. She has worked in both the public and private sectors. She served a Governor, an Attorney General and three Secretaries of State while living in Colorado. Stephanie began her career in corporate finance but now works in public relations and communications.

Thomas is an experienced Director of Leasing & Property Management with a demonstrated history of working in the Commercial Real Estate industry. She works with tenants and owners for all aspects of leasing and operating shopping centers and mixed use developments. Thomas holds certifications from IREM (CPM), and ICSC (CRRP). Currently, she is the President of the newly approved CREW Nashville, and am past president of WCRE (Women in Commercial Real Estate-Nashville) and IREM Greater Nashville Chapter.

Shannon is passionate about technology in the built environment, mission driven businesses, and innovation and entrepreneurism. After a career in investment banking and private equity, Shannon founded Abundant Power Group in 2009 to solve help provide a commercial solution to a planetary problem: Global Climate Change. PointGuard, an Abundant company, addresses the built environment by providing operational analytic services to help commercial building owners and managers operate more efficiently, improve occupant experience, and asset value, while reducing energy costs and GHG emissions. Abundant’s affiliate, CleanSource Capital provides specialty energy efficiency financing for retrofits in the built environment and renewable energy projects.

Shannon is a founding partner to President Obama’s Better Building Initiative, and on the advisory board of the ClearPath Foundation, which is dedicated to clear discussion of the facts around global climate change. Shannon is active in YPO’s Real Estate Roundtable and serves on the advisory Board of the Childress Klein Center for Real Estate at UNCC. He is active in Urban Land Institute, USGBC, CoreNet, and Realcomm among other real estate organizations.

Having served eight years as FDIC’s lead appraiser, Richard participated nationwide in the examinations of over 220 banks during the industry post-recovery period from 2011 though 2018. He served as an expert resource for skilled-based appraisal knowledge for the FDIC and focused on bank valuation policies and procedures. He has authored and co-authored articles for the Appraisal Journal and FDIC’s Supervisory Insights Journal and continues to be a consulting resource for federal examiners in matters of bank valuation issue interpretation.

Richard served as FDIC’s investigator of complaints originating from the Appraisal Subcommittee’s Appraisal Complaint National Hotline. From 2011-2018, he served as an instructor and author for FDIC’s Division of Risk Management and Supervision involving three examiner workshops entitled “Red Flags in Appraising” and “Interagency Appraisal and Evaluation Guidelines” and “Valuation Fraud.” In September of 2018, Richard received the FDIC’s prestigious Mission Achievement Award (his second).

Richard served as a chief appraiser at two banking institutions during the 1990’s including six years with Bank of America. His 23-year federal career includes four years with the Office of Thrift Supervision, eleven years with the United States Department of the Interior where he served as Chief Appraiser in the U.S. Bureau of Land Management.

He has been a keynote speaker and presenter at more than 60 valuation industry meetings and conferences. Richard has been active in the appraisal industry for more than 33 years and holds the MAI professional appraisal designation. He currently serves as principal owner of Valuation Regulatory Compliance Advisors (VRC Advisors, LLC) where he provides financial institutions with independent regulatory valuation consulting services.

Clients in the real estate, healthcare, banking and financial services industries rely on Shane Morris to assist them when navigating the complex tax issues arising throughout all stages of the business lifecycle.

Shane assists clients with a wide variety of matters, including International tax issues for U.S. companies conducting business overseas and foreign companies conducting business within the U.S., federal tax controversies with IRS, including representation before the U.S. Tax Court, disposition of assets and businesses, including tax-free reorganizations, like-kind exchanges and creative uses of partnerships, and complex tax matters faced by publicly traded and private real estate investment trusts (REITs).

Michael Bell is President of Bell Oldow, Inc. a real estate due diligence consultancy that focuses on environmental due diligence and environmental project management for banks, private equity firms, and insurance carriers.

Between 1998 and 2008, Mr. Bell was the Director of Environmental Services for Lehman Brothers Bank in Boston, Massachusetts. Mr. Bell was responsible for identifying, quantifying and decreasing (when possible) the environmental risk on Bank owned commercial real estate loans. He coordinated environmental reviews during the loan acquisition due diligence process, performed annual loan reviews, and completed investigations before foreclosure. Mr. Bell created the Bank’s Environmental Risk Program and monitored the Bank’s one billion dollar loan portfolio for environmental liabilities. Additionally, he identified and implemented mitigating factors to high-risk loans.

Mr. Bell was an environmental consultant for ten years before joining the Bank. He worked for Paragon Environmental Services of Norwood, Massachusetts, Lincoln Environmental of Westford, Massachusetts and Hydro-Environmental Services of Acton, Massachusetts. While consulting, he managed all phases of petroleum release investigations and remediation and performed hundreds of environmental site assessments, nationwide, for banks and other fiduciaries.

Mr. Bell is a Certified Professional Geologist, has a BA in Geology/Chemistry from the University of Maine at Farmington, has a Certificate in Hazardous Materials Management from Northeastern University and a Masters of Business Administration from Suffolk University.