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2023 CFO Summit & Expo

October 24, 2023 @ 7:00 am - 11:45 am

$105.00
2023 CFO Summit & Expo

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

DATE:
October 24, 2023 (morning)

4 hours of real estate continuing education credit has been approved
CPE credit have been applied for

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

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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
Emcee
Jeremy Wilson, CPA - Partner, Plante Moran
7:30 - 8:00 a.m.
Keynote Address: Global Economic and Capital Market Conditions
Presenter
Jim Baird - Partner, CPA, CFP®, CIMA®, Plante Moran Financial Advisors Chief Investment Officer, Plante Moran
8:00 - 8:30 a.m.
Construction Cost Update
Presenter
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
Panelists
Brian Fisher - Senior Vice President - Debt & Equity, Northmarq
Robert Bova - Director, JLL Capital Markets
Andy Kolos - Colorado Market President, Commercial Real Estate, Wintrust Commercial Real Estate
Moderator
Zack Otte - Principal, Plante Moran Realpoint Investment Advisors
9:00 - 9:30 a.m.
Networking Break - Food & Beverage in Expo Hall
9:30 - 10:15 a.m.
Hot Topics Panel:
Employee Benefit Plans
Talent and Organization Development
Panelists
Michael Krucker - Partner, Plante Moran
Michelle Javier - Manager, Plante Moran Talent and Organizational Development, Plante Moran
Moderator
Jeremy Wilson, CPA - Partner, Plante Moran
10:15 - 11:00 a.m.
CFO Panel - Contractors
Panelists
Odette Bent-Buckles - Chief Financial Officer, Pinkard Construction
Nicholas Karst - Chief Financial Officer, Murray & Stafford Inc.
Brian Archibald - Chief Financial Officer, Hyder Construction
Additional Panelist - TBD, TBD
Moderator
Liz Castro - Principal, Plante Moran
11:00 - 11:45 a.m.
CFO Panel - Developers
Panelists
Erin Little - Chief Financial Officer and Partner, BMC Investments
Mark Myles - Chief Financial Officer, Revesco Properties
Matthew Stewart - Vice President – Finance and Operations, LC Fulenwider, Inc.
Jenna Edwards - Chief Financial Officer, Zeppelin Development
Moderator
Bryan Howe - Partner, Plante Moran

Sponsors