2022 EDUCATIONAL / DEVELOPMENT FORUM

Waldorf Astoria Orlando
14200 Bonnet Creek Resort Lane
Orlando, FL 32821

MONDAY, JUNE 13 – WEDNESDAY, JUNE 15, 2022

 

AGENDA


MONDAY, JUNE 13

12:00 – 6:00 PM
Exhibitor set-up

3:00 – 6:00 PM
Registration for Members, Friends, and Guests

6:30 – 7:00 PM
NTREA Cocktail Reception – Waldorf Astoria Clubhouse

Thank you to our sponsors:
TASC – Trust Asset Service Company
Farmers National Company
KeyBank
CIBC Private Wealth
Akerman

7:00 – 7:15 PM
Welcome / Greeting

7:15 – 8:30 PM
Dinner

 


TUESDAY, JUNE 14

7:45 – 8:30 AM
Breakfast – Grand Ballroom 2

Thank you to our sponsor:
Akerman

8:30 – 8:50 AM
Forum Commences – Grand Ballroom 1

Welcoming Remarks:

  • Chris Procise, CIBC Private Wealth
    Forum Host

Introduction of New Members and FRIENDS
NTREA Attendee Introductions

8:50 – 9:45 AM
Managing your Master Trust Policy
LaVonda Alleman – Lockton and Brendan Arnott – Chubb Insurance

9:45 – 10:40 AM
Trust / Trustee ownership of Real Estate
Stacey Prince-Troutman, Esq. – Akerman

10:40 – 11:00 AM
Break – Visit FRIENDS Display Area – Grand Ballroom Foyer

11:00 – 11:55 PM
OCC Exam / Regulatory Update
Ed Thomson – OCC

11:55 – 1:00 PM
Lunch – Grand Ballroom 2

Thank you to our sponsor:
Ryan

1:00 – 1:55 PM
Economic Trends and Outlook
Dave Donabedian, CIO – CIBC (Canadian Imperial Bank of Commerce)

1:55 – 2:50 PM
IREM and Professional Designations
Dr. Debbie Phillips – The Quadrillion

2:50 – 3:10 PM
Break – Visit FRIENDS Display Area – Grand Ballroom Foyer

3:10 – 4:05 PM
CRE Property Management
Rick Meyer – Pace Properties

4:05 – 5:00 PM
CRE – Transaction Best Practices
Chris Hayes, Esq. – Akerman

5:00 – 5:30 PM
NTREA Annual Meeting / Election of Officers / Recognition Awards
Board Members – Grand Ballroom 1

Open Evening

 


WEDNESDAY, JUNE 15

7:45 – 8:30 AM
Breakfast – Grand Ballroom 2

8:30 – 9:25 AM
Fiduciary Risk in Real Estate Management
Patrick Alyward – RIC

9:25 – 10:20 AM
Fiduciary Risk & Litigation
Alex Douglas, Esq. – Shuffield Lowman

10:20 – 10:40 AM
Break – Visit FRIENDS Display Area – Grand Ballroom Foyer

10:40 – 12:00 PM
Friends of NTREA Introductions and Presentations

12:00 – 1:05 PM
Lunch – Grand Ballroom 2

Thank you to our sponsor:
RHSB

1:05 – 2:00 PM
Mineral, Oil & Gas – Fiduciary Best Practices
Paul Midkiff – Wells Fargo

2:00 – 2:55 PM
Mineral, Oil & Gas – Economics and Investments
Wes Turiano – Farmers National

2:55 – 3:15 PM
Break- Visit FRIENDS Display Area – Grand Ballroom Foyer

3:15 – 4:10 PM
Timber Management, Economics, and Valuation
Jim Bates – Regions

5:30 – 8:30 PM
Splitsville Luxury Lanes – Disney Springs
Transportation leaves at 5:30 PM and returns at 9:00 PM

Thank you to our sponsors:
TASC – Trust Asset Service Company
SES Risk Solutions