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2022 CFO Summit & Expo

October 24, 2022 @ 7:00 am - 11:45 am

2022 CFO Conference & Expo

The Cable Center
2000 Buchtel Blvd. S.
Denver, CO 80210

4 hours of real estate continuing education credit have been approved; NASBA credit has been applied for.

Exhibitor/sponsor registration: Reserve your exhibit space today by contacting Lori Golightly at lgolightly@crej.com

All Colorado Real Estate Journal conferences will adhere to Colorado Department of Public Health & Environment COVID-19 requirements.


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Conference Agenda

7:00 - 7:25 a.m.
Registration, Check-In and Networking
7:25 - 7:30 a.m.
Welcome and Opening Remarks
RJ McArthur, CPA - Partner, Plante Moran
7:30 - 8:00 a.m.
Keynote Address: Global Economic and Capital Market Conditions
Jim Baird - Partner, CPA, CFP®, CIMA®, Plante Moran Financial Advisors Chief Investment Officer, Plante Moran
8:00 - 8:30 a.m.
Construction Cost Update
Brian Holland - Director of Business Development, Mortenson
8:30 - 9:00 a.m.
Capital Markets (Debt and Equity Placement, Construction Financing) and the Outlook for Interest Rates
Robert Bova - Director, JLL Capital Markets
Alexandra Riggs - Principal, Essex Financial Group
Brian Fisher - Senior Vice President - Producer, Northmarq
Zack Otte - Principal, Plante Moran Real Estate Investment Advisors
9:00 - 9:30 a.m.
Networking Break - Food & Beverage in Expo Hall
9:30 - 10:15 a.m.
Hot Topics Panel
Tax Policy Developments, Legislative Updates, Tax Credits and More
Tax Legislative Updates: Ashley Paschke, CPA - Partner, Real Estate, Plante Moran
Data Analytics: Bob Tinglestad - Principal, Plante Moran
Cybersecurity: Scott Petree, CPA, CISA, CISSP, CFE, QSA - Partner, Plante Moran
RJ McArthur, CPA - Partner, Plante Moran
10:15 - 11:00 a.m.
CFO Panel - Contractors
David Martino, CPA - Chief Financial Officer, Saunders Construction
Troy Schroeder, CPA - Chief Financial Officer, Haselden Construction
Michael J. Kehoe, CPA - Vice President, Finance, PCL Construction Enterprises, Inc.
Dave Maddocks, CPA - Chief Financial Officer, Brinkman Construction
Paul Crandall - Chief Financial Officer, Catamount Constructors
Ashlyn Wilkes, CPA - Tax Senior Manager, Plante Moran
11:00 - 11:45 a.m.
CFO Panel - Developers
Cade Scholl - Chief Financial Officer, Zocalo Community Development
J. Derek Evans - Chief Financial Officer, McWhinney
Ian T. Nichols, CPA - Senior Director, Flywheel Capital
Troy Peterson - Chief Financial Officer, Prime West Development
Jeremy Wilson, CPA - Partner, Plante Moran