Thursday, October 1

6:30 am– 7:30 am
NetWalk

7:30 am – 4:30 pm
Registration Open

7:30 am – 4:30 pm
Cyber Stations Open

7:30 am – 4:30 pm
Relaxation Station Open

7:30 am – 4:30 pm
Deal Making Lounge Open
Sponsored by Studley

7:30 am – 8:30 am
Morning Beverage Station

8:30 am - 10:00 am                
Opening Session
2010 Economic Forecast: Finding True North in an Era of Uncertainty
In an effort to provide attendees with the most comprehensive economic forecast possible, CREW is bringing in not one, but two of the top real estate economists in the world to discuss the economy from all possible angles.  Each panelist will discuss his views on what the future holds and what he see as trends for the commercial real estate industry. Finally, the answers you’ve been looking for.

Moderator: Dr. William Wheaton
Former Director of the MIT Center for Real Estate
Professor, MIT Economics Department
and Co-founder of Torto Wheaton

 

Panelist: Dr. Tim Riddiough
Director of the Center for Real Estate,
University of Wisconsin

 

10:00 am – 10:15 am             
Networking Break

10:15 am -11:45 am               
Concurrent Sessions I (sponsored by The New York Times)

Putting Your Carbon Footprint in Neutral with Clean Energy
Limited seating - Advance registration required!
Moderator: Shawn Rush, Associates AIA, LEED AP, Nelson
Speakers: Pamela Reilly Contag, Ph.D., Cygnet LLC; Kimberly Hosken, Johnson Controls; Lois Vitt Sale, AIA, LEED AP, NELSON
A panel discussion focused on the appropriate application of renewable energy for clients looking to use clean energy to reduce their carbon footprint.  Many businesses today are touting themselves as carbon neutral which is accomplished by purchasing green tags - that means paying someone else to plant trees, or invest in wind power that could be located on the other coast.  This session will discuss how to consider the use of renewable energy AFTER implementing as many energy efficient practices as possible and selecting the most efficient HVAC and lighting systems available.   In many cases, renewable energy requires a large upfront investment and has a long return on investment.  But tax credits and rebates are making this investment attainable now more than ever.            
Learning Objectives:

• Learn what projects make sense for renewable energy
• Learn the three principles of energy management: reduce, optimize and renew
• Learn what incentives are available to make your investment in renewable energy more attractive
  

Find the Money, Follow the Money: Economic Development Incentives
Moderator:  Sheila Nolan Gartland, Vorys, Sater, Seymour and Pease LLP
Speakers: Laura Canter, Massachusetts Development Finance Agency; Gary Perlow, Reznick Group; Scott J. Ziance, Esq., Vorys, Sater, Seymour and Pease LLP
Three experts will walk attendees through a case study (based on a real project) on using federal, state and local economic development incentives for a major urban redevelopment and corporate headquarters retention project.  They will discuss the project from first steps through the first round of financing as well as drawing on other examples of uses of economic development incentives.  They will discuss paths taken, paths not taken, the decision making process and the values and uses of different incentives, including federal (New Markets Tax Credits, Historic Preservation Tax Credits, earmarks), state (environmental remediation incentives, jobs tax credits, loans, grants) and local incentives (TIF, grants, port authority financing, new community charges). The panel will also highlight incentives available for other project types and update information on any related federal stimulus programs.
Learning Objectives:

• Understand a common public finance structure for TIF revenue bonds backed by community development charges or special assessments
• Learn about key federal economic development incentives, including the value of the incentives, the prerequisites for the incentives and the restrictions associated with the incentives
• Learn how to apply common types of state and local incentives in an urban redevelopment and/or corporate headquarters retention context

Working Globally: What You Need to Know
Moderator: Gregg Wassmansdorf, Colliers International
Speakers: Erica Chapman, adidas Group; Cindy Monahan, McDonalds Corp.
Learn from seasoned professional in Global Corporate Services on how and why they enter certain overseas markets and the trials and tribulations they learned along the way. Why they choose one country or region over another  due to cultural, political, security, legal, and tax implications. Hear how the US financial downfall has impacted overseas growth in positive and negative ways. And most importantly, how you can tap into the business opportunities from the beginning to implementation of global corporate strategies.
Learning Objectives:

• Understand the many variables that go into choosing an off-shore site
• Learn how the U.S. economy has impacted Global Corporate Real Estate
• Discover opportunities to tap into working globally

Capital Markets Update
Moderator: Catherine (Cappy) Daume, The Davis Companies
Speakers: Pamela J. Herbst, AEW Capital Management, L.P.; Susan Winston Leff, Wells Fargo Bank; Douglas T. Linde, Boston Properties
Join us for an up-to-the-minute discussion of the state of the capital markets.  A premier panel of speakers will provide perspectives from private equity, REITs and commercial lending.   What options are out there for those looking for money?  Who has the money?  What does it take to get it?  What does the future hold?  In this market, you cannot afford to miss this session.
Learning Objectives:

• Explore available sources of funding for real estate development projects
• Discuss what projects are getting funded and why
• Take a look into the future (short and long-term) to see where the capital markets are going

Noon – 2:00 pm
Networking Lunch & Program
David Gergen
U.S. News & World Report Editor-at-Large
Political Veteran and Commentator
Eyewitness To Power: Leadership in America
From Nixon to Clinton, Watergate to Whitewater, few Americans have observed the ups and downs of presidential leadership more closely over the past thirty years than David Gergen. A White House adviser to four presidents, both Republican and Democrat, he offers a vivid, behind-the-scenes account of their struggles to exercise power and draws from them key lessons for leaders of the future. As the world’s economic and political dynamics continue to evolve, a new age is ahead for America, but its realization will depend heavily upon the success of a new generation at the top. Drawing upon all his many experiences in the White House, Gergen offers seven key lessons for leaders of the future. What they must have, he says, are: inner mastery; a central, compelling purpose rooted in moral values; a capacity to persuade; skills in working within the system; a fast start; a strong, effective team; and a passion that inspires others to keep the flame alive.

2:15 pm – 3:15 pm                 
MINI SESSIONS

Bankruptcy 101 - An Introduction to Bankruptcy - Highlighting Treatment of Real Property Interests
Speakers: Sharon Marie Beausoleil, Fulbright & Jaworski L.L.P.;
Cheryl A. Kelly, Thompson Coburn LLP
Bankruptcy is an unusual place and navigating it without a tour guide may be more of an adventure than anticipated!  Make your journey through this unique world easier by attending this session presenting the basic “rules of the road” when the bankruptcy world collides with your world! 
Learning Objectives:

• Provide a basic introduction to the “world of bankruptcy” and the general concepts and terminology associated with this remedy
• Provide a basic introduction as to how real property interests may be treated in bankruptcy and how understanding this treatment aides in pre-bankruptcy planning
• Provide (and briefly “walk through”) materials including additional “take-away” resources for those interested in learning more on the subject

LEED 2009 - A Sustainable Strategy for Everyone
Speakers: Jacquelynn E. Henke, LEED AP, Allston Development Group - Harvard University; Carolyn S. Kaplan, Nixon Peabody LLP
For those who think the green revolution is outside their area of expertise, this session will renew your interest. We will give an overview of LEED 2009 changes relating to design standards and credits for certified buildings but you won’t want to miss the changes to credentialing real estate professionals as we welcome everyone to the world of LEED Green Professional. We will delve into the importance of becoming an active member of the sustainable community, how the different methods for accreditation will make becoming part of LEED more accessible for many real estate professionals, and why you should consider green credentialing as one of your business strategies.
Learning Objectives:

• How does LEED for 2009 differ from previous versions in terms of building credits and methodologies?
• Understanding the tiered credentialing introduced with LEED 2009 that enables non-technical Real Estate Professionals to more easily achieve accreditation
• Analyze initial and ongoing requirements to attaining LEED Green Professional status and its payback in the marketplace

Are you Covered?  Insurance Tips and Traps for the Unwary
Speakers: Janet Johnson, Schiff Hardin LLP; Susannah Kinsey, McGriff, Seibels & Williams
Confused about insurance?  Learn from an insurance broker and an attorney about the basics on what types of insurance cover what risks; what’s the right kind of insurance you, your tenants or your borrowers should have; and what problems might be lurking in your leases, mortgages and other contracts that call for insurance.
Learning Objectives:

• Learn why insurance certificates are not reliable
• Learn what types of insurance coverages are appropriate and prudent for real estate owners and tenants
• Learn about the proper terminology and common mistakes found in the insurance language in  many leases and other legal documents

Technology: Helping the Bottom Line in Today’s Economy (Part I)
Moderator: Bruce Kellogg, ARGUS Software
Speakers: Nancy Sanquist, Manhattan Software; Maria Sicola, Cushman & Wakefield
This session will produce an illustration of how technology is capable of creating a consistent, transparent and efficient way of doing business.  We will give examples of the results that are being realized by leading real estate companies and associations that are saving time and money utilizing the OSCRE data standards today.  During this very challenging economic period, we believe that these opportunities must be seized to render positive cash flows and successful deals when time is of the essence and spreads are very thin.   
Learning Objectives:

• Learn about the current technological advances that will create many opportunities for them to grow their businesses and prosper
• Discover the work being done by many of the leading professionals, companies and associations to benefit everyone through “coopetition”
• Learn about the most comprehensive tools and products that have and will become the standard of excellence in the industry that will produce positive results for all CREW members.

2:30 PM – 4:30 PM
Peer-to-Peer Discussion Roundtables
Senior-level representatives working in the areas of Appraisal, Asset Management, Brokerage, Finance and Law will facilitate roundtable discussion groups with individuals looking to transition into that discipline and those working within the discipline who would like to discuss career challenges and opportunities they currently face. These are casual “come and go” discussion groups so feel free to bring your career questions and discussion items to the table and connect with fellow attendees!

Catch the Wave - Boston Waterfront’s Emergence from
Working Port to Artist’s Lofts
Maximum: 48 | FEE: $45 per person
Speakers: David J. Hacin, AIA, Hacin + Associates; Lowell Richards, Massachusetts Port Authority (“Massport”); James Doolin, Massachusetts Port Authority
Catch the wave on this walking and bus tour of the exciting new heart of Boston – New South Boston. Boston’s own “Soho” transformed former industrial and warehouse buildings into award winning condominiums, restaurants, and affordable artist’s live-work studios, while proudly showcasing the new Boston Convention and Exhibition Center, the Institute of Contemporary Arts, and Class A commercial office buildings and hotels. Participants will tour Boston’s first LEED building constructed in 2001-2002 and learn about the master plan for the upcoming development of comprehensive mixed-use residential, retail and commercial communities that will continue to weave this vast area together.  Breathe the salt air and embrace the working port with a quick tour past the cruise ship terminal and Legal Seadfoods Coporate Headquarters on Boston Harbor. 

Rezoning, Renaissance and the Red Sox: Redeveloping the Fenway Neighborhood
Maximum: 49 | FEE: $40 per person
Speakers: Peter Sougarides, Samuels & Associates; John Rosenthal, Meredith Management; Randi Lathrop, Boston Redevelopment Authority; Larry Cancro, Boston Red Sox
The Fenway Neighborhood has long been the home of baseball’s Fenway Park, but for most of its history, there has been little else to draw Boston residents or tourists to this area.  However, over the last few years, after years of master planning and rezoning, the neighborhood has undergone a renaissance and it continues to change, modernizing its traditional mixed-use nature.  Get a bird’s eye view of the Fenway Neighborhood from in the top floors of the newest high-rise apartment buildings; Fenway Triangle Trilogy and 1330 Boylston St.  You will also learn about the new planned development One Kenmore, which will be constructed on “air rights” over the Massachusetts Turnpike, and talk with the Red Sox about their $100M renovation plans for one of America’s most beloved ballparks.

3:15 pm – 3:30 pm
Refreshment Break

3:30 pm – 4:30 pm                 
MINI SESSIONS

Bankruptcy 101 - An Introduction to Bankruptcy - Highlighting Treatment of Real Property Interests
REPEAT OF 2:15 PM MINI SESSION

LEED 2009 - A Sustainable Strategy for Everyone
REPEAT OF 2:15 PM MINI SESSION

Technology: Helping the Bottom Line in Today’s Economy (Part II)
Moderator: Bruce Kellogg, ARGUS Software
Speakers: Robert Cummings, SS&C Technologies and Eric Forman, Resolve Technology
The session will produce an illustration of how technology is capable of creating a consistent, transparent and efficient way of doing business.  We will give examples of the results that are being realized by leading real estate companies and association members that are saving time and money utilizing the ARGUS Zone today.  During this very challenging economic period, we believe that these opportunities must be seized to render positive cash flows and successful deals when time is of the essence and spreads are very thin. 
Learning Objectives:

• Learn about the current technological advances that will create many opportunities for them to grow their businesses and prosper
• Discover the work being done by many of the leading professionals, companies and associations to benefit everyone through “coopetition”
• Learn about the most comprehensive tools and products that have and will become the standard of excellence in the industry that will produce positive results for all CREW members.

Tax Talk 101: Finding Hidden Dollars to Improve Cash Flow
Speaker: Karen Koch, CPA, MT, Bedford Cost Segregation, LLC
This presentation will cover the integration of tax solutions from energy deductions and incentives to opportunities within the current stimulus legislation affecting commercial real estate. The basics of each strategy will be covered independently before combining all the solutions to demonstrate how well they work together as an effective mix for maximizing deductions and operational savings. The presentation is geared to individuals who may not work directly in the area of accounting and tax but would benefit from understanding the basic concepts for internal use or to share with clients.
Learning Objectives:

• Differentiate yourself by learning new strategies to assist clients and show unique value
• Explore ways to maximize tax savings enacted with the stimulus legislation
• Explore the different energy incentives, rebates and deductions available in your “tax tip tool chest” to generate cash flow

6:00 pm – 7:15 pm                 
Network Reception and CREW Foundation Silent Auction
(Boston Marriott Copley Place)
CREW Network’s 20th Anniversary Celebration Dinner will begin with a cocktail party and silent auction to benefit the work of CREW Foundation. Are you looking for that perfect bag or accessory to complement your wardrobe?  Looking for that romantic or family getaway, a one-of-a-kind art piece, or the perfect bottle of wine?  You’ll find it here. Your support of CREW Foundation opens doors for women everywhere.

7:15 pm – 9:15pm
CREW Network 20th Anniversary Celebration Dinner
20 Extraordinary Years. United for Success.
(Boston Marriott Copley Place) One complimentary drink ticket for wine or beer. Cash bar.

Keynote Presentation
Ivanka M. Trump
Executive Vice President of Development & Acquisitions, The Trump Organization
Join us for an elegant evening as we celebrate CREW Network’s 20th Anniversary; honoring its rich history and celebrating the future of commercial real estate.   Trump Organization real estate executive and television personality, Ivanka M. Trump is the featured speaker for the evening.  As Executive Vice President of Development & Acquisitions, Ms. Trump is charged with the expansion of The Trump Organization globally along with her siblings, Donald Jr. and Eric. Currently, Ms. Trump works on over 70 new and current projects throughout the world. A young, successful business woman, herself, Ms. Trump sets the stage this evening for CREW Network to honor the 20 extraordinary young women selected as its 20 Under 40 women to watch.

Also included in the evening is a special Live Auction with proceeds benefitting the work of CREW Foundation.

9:15 pm – 10:15 pm                 
VIP Reception (Invitation Only)

Saturday, October 3

Optional Activities | Pre-registration by August 28, 2009