Executive Edge Session

IREM is proud to deliver fresh, contemporary information that will challenge and provoke you to think outside your current parameters. An array of educational offerings will be presented in a variety of formats by practitioners, industry thought leaders and professional speakers – all built on the foundation of these key content arenas:

  • Asset Management
  • Building Operations
  • Attracting Talent
  • Leadership Development
  • Sustainable, Profitable Management of the Company

  • Acrobat Files   Powerpoint   Word Files    Video  Please see below for handouts and supplemental materials from the sessions

Wednesday, October 16
9:30 am-10:00 am
Learning Lab

“New Career Opportunities for a Diverse Workforce” (LL-1)
Solomon L. Bickersteth, CPM
Borger Management
Temple Hills, MD

Vera McPherson, CPM, ARM
W.H.H. Trice & Co.
Williamsburg, VA

Hear from two industry experts as they share how they made a successful transition to management in a property sector that does not traditionally attract a diverse workforce – moving from multifamily to commercial.  If making such a transition is of interest to you, this is the perfect opportunity to learn:

  • What skills you will need to make a successful transition
  • Work culture differences between a multifamily and commercial environment
  • Next steps for making a move
10:00 am-11:30 am
Education Sessions

ARM Forum
“Trends in Fair Housing: Tweets, Barks, Boxes, Bongs and More...”

Paul Cohen, Esq.
Cohen & Willwerth, P.C.
Southampton, PA

Jenel Marraccini, Esq.
Cohen & Willwerth, P.C.
Southampton, PA

Are you up to speed on the latest fair housing developments?  Compliance with the law is a business necessity and failure at any level of your organization could cost you, your company, and your clients. 

In this session, we will explore the latest trends in fair housing, including disparate impacts, social media, companion animals, hoarding and medical marijuana.  Fair housing compliance is not just about reciting the protected classes – it’s about staying on top of the dynamic environment of the law and being proactive in order to ensure that prospects, residents, and their guests are treated fairly by your entire staff.  Attend this session and:

  • Recognize the dynamic nature of the environment of fair housing law
  • Discuss latest developments in fair housing laws and regulations
  • Explore policies and procedures that mitigate risk associated with fair housing complaints stemming from the latest trends

Global Business Practices Forum
“Implementing Alternative Energy Projects at Your Properties”    pdf

Leonardo Schneider, ARM
Auxiliadora Predial Rio, Ltda.
Rio De Janeiro, Brazil

Eric Storey, CPM
Zions Bank
Eden, UT

Tiger Yamamoto, CPM
Fujipro, Inc.
Chigasaki, Kanagawa, Japan

Guoqiang Pan, CPM
Shanghai Golte Asset Management Co., Ltd
Shanghai, China

Craig Robb
National Bank of Arizona
Phoenix, AZ

As technology and green practices advance around the world, it remains a fact that the majority of countries still use fuel-based methods of energy production.  In this session, learn how you can start decreasing your property’s dependence on fuel-based energy – and decrease your energy costs – by cultivating alternative sources such as solar and wind power.  Hear what property managers in three countries, amongst the top ten in alternative energy usage, are doing to stretch their budgets, help the environment and increase the value of the assets they manage.  By attending this session, you will:

  • Hear approaches to using alternative energy sources from around the world
  • See examples of alternative energy projects that you can use at your own properties
  • Learn about the cost of using alternative energy sources and how property managers can account for them in their budget and to the property owner

Federal Housing Advisory Board
Join a panel of IREM Members for an exchange of best practices and discussion of issues affecting affordable/assisted/insured multifamily property managers, like:

  • What are the important/current handbooks, rules, regulations and notices affecting your portfolios from a Housing and Urban Development (HUD) and Rural Development (RD) perspective
  • What legislation (proposed or current) will change the way you manage these properties
  • How you can use this knowledge to better manage your affordable/assisted/insured multifamily portfolio
1:00 pm-2:30 pm
Education Session

Legislative Forum
A panel of IREM Members will lead discussion about the legislative issues affecting real estate management.  Participating in this forum is an excellent opportunity for you to learn about local issues impacting the industry and consequently how these issues will affect your business. Learn about the most recent changes to legislation, what you might expect down the road and:

  • Be abreast of new and emerging public policy trends impacting the industry
  • Prepare your business for opportunities that result from these legislative and regulatory changes
2:30 pm-3:00 pm
Learning Lab

“How to Use I/E Data in Ways You Never Thought Possible!” (LL-2)    pdf
Ingo S. Kraus, CPM
Altman Management Company, AMO
Fort Washington, PA

Nick Schwendeman, CPM
The Webb Companies
Lexington, KY

IREM’s Income/Expense Analysis data can help you gain an edge over your competition.  Get the scoop directly from colleagues who use the data to help make better business decisions.  Listen to case studies that you can apply to your business immediately, and learn about the types of properties and reports that are featured in the five Income/Expense Analysis publications.  By attending this session, you will:

  • Understand the value of benchmarking and using historical trends
  • Learn why comparing your properties to the competition can help you turn data into dollars
  • Impact your bottom line
4:30 pm-5:30 pm

Shared Interest Community Meet-Up
You’ve been interacting via LinkedIn – now you’ll have the opportunity to meet face-to-face with your community colleagues and engage in a live, interactive setting.  Discussion will include hot issues affecting your segment of the industry, regulations, best practices, and the intricacies of managing your portfolio in your market. 

Not yet part of a Shared Interest Community?  Joining is just a few clicks away. Or…just come to the session!  Communities include:

  • Associations (Condos, Co-ops, HOAs)
  • Conventional Apartments
  • Green/Sustainability
  • Industrial Properties
  • Medical Office
  • Mixed Use Properties
  • Military Housing
  • Office Buildings
  • Senior Housing
  • Shopping Centers/Retail Properties
  • Student Housing







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  • Asset Management
  • Building Operations
  • Attracting Talent
  • Leadership Development
  • Sustainable, Profitable Management of the Company

  • Acrobat Files   Powerpoint   Word Files    Video  Please see below for handouts and supplemental materials from the sessions

Thursday, October 17
8:00 am-8:30 am
Learning Lab

"The Aging Process: Apartment Repositioning" (LL-3) powerpoint
Steven Rea, CPM
Roscoe Properties
Austin, TX

Property owners and investors are more frequently considering the repositioning of existing assets as a way to maximize their financial returns as desirable locations for new multifamily developments become harder to find and new construction costs continue to increase. The property managers responsible for overseeing these projects are faced with one of the most challenging tasks in our industry. The repositioning of a community involves components of a lease up, construction management, and reputation management along with the day-to-day operations of an occupied apartment community.  During this session, you will:

  • Hear some valuable lessons learned on how to successfully reposition apartment communities
  • Learn strategies that can be adapted to any community or any market in the country to make your next repositioning project more successful
8:30 am-10:30 am
General Session


Beth Machen, CPM
2013 IREM President

Join President Beth Machen, CPM for a look at the trends, issues and challenges affecting the industry and how the Institute is making an impact.  Learn about new initiatives, products and resources and how IREM continues to enhance your professional development, business strategies, and bottom line.

Next, you will have the opportunity to hear from entrepreneur, visionary and industry icon... Mr. Anant Yardi.


Anant Yardi
Click here to view a video snippet from the session
Keynote Speaker

Anant Yardi founded Yardi in 1982 to provide PC-based solutions for the real estate industry.  As the President of Yardi, his vision is a driving force behind the company’s continuous development of effective and innovative software solutions.

In 2004, Anant was inducted into the Multi-Housing News Hall of Fame as one of the “Dozen Who Make a Difference,” an honor reserved for those who have profoundly shaped the industry for over a decade. More recently, Anant was named by Inman News as one of the “Top 100 Most Influential Real Estate Leaders” in 2010.

Anant’s responsibilities at Yardi include directing the company’s overall growth, success and technology direction. His prior professional experience includes 14 years of developing programming methodologies and directing system development at Burroughs Corporation (now Unisys).

10:30 am-11:00 am
Learning Lab

"Best Practice as a Business Development Tool" (LL-4) powerpoint
Jesse Holland, CPM
Sunrise Management & Consulting, AMO
Albany, NY

IREM’s Best Practicesestablish a benchmark for the delivery of real estate management services.  Containing 55 best practice statements, this document sets the bar for operating a successful management company.  Find out how you can put Best Practices to work to differentiate your company from competitors and gain new business.

11:00 am-12:30 pm
Education Session

"Client Shades of Grey: How to Reduce the Pain or Break the Bonds" (CS-1)     pdf
Natalie Brecher, CPM
Brecher & Associates, Inc.
Redondo Beach, CA

How do you handle a difficult client? Have you considered firing one? With the right steps, you can improve the relationship, but sometimes ending it is best. This session will explore challenging client situations and how to resolve the conflicts as well as the procedures for firing the client in a way that protects your interests. You’ll also discover how to avoid these difficulties from the start.  By attending this session, you will:

  • Recognize situations that can benefit from intervention or necessitate firing a client
  • Identify the steps you should take to improve a client relationship
  • Describe how to end a client relationship in a manner that best protects you and your company
1:30 pm-2:00 pm
Learning Lab

“Reduce Operating Expenses & Improve Sustainability” (LL-5)

Presented By

Use IREM's new sustainability platform to save and to be green.  Discover how to profile your properties, view customized savings recommendations, benchmark and monitor utility consumption, engage tenants, and connect with solution providers. And, learn how to play the 2014 IREM Sustainability Challenge!


2:00 pm-3:30 pm
Education Sessions

"Hiring and Retaining Young Talent" (CS-3)
Click here to view a video snippet from the session

Mark Stapp
W.P. Carey School of Business
Phoenix, AZ

Kacey Morris
Atlanta, GA 

Tina Mortera
Alliance Residential Company
Phoenix, AZ

Va’Shajn Parr
UC Santa Barbara Residential & Community Living
Goleta, CA

Robby Waldrop
Sealy Realty
Northport, AL

Beyond salary, what is important to the young professional seeking employment today?  If you are asking yourself this question, participate in this session and find the answers.

Mark Stapp is the executive director of the Master of Real Estate Development program at Arizona State University’s W.P. Carey School of Business.  He brings his experience as an academic and industry practitioner to lead an interactive discussion between a panel of young professionals and you….the person managing a workforce.  Attend this session and:

  • Listen to what drives the employment decisions made by those new to the business
  • Determine what you can do as an employer to entice top talent to choose your organization
  • Learn how to motivate and retain the next generation of industry leaders

 “The Platinum Rule: How to Manage Your Behaviors to Create More Gold” (CS-4)   pdf pdf pdf powerpoint
Ron Gjerde
Chicago, IL

Do you always follow the Golden Rule – “Treat others as you would have them treat you?”  If so, you are most likely making a mistake.  In reality, behavioral tendencies could contribute to problems in the workplace.  You will receive a short assessment based on the Myers-Briggs Type Indicator that will provide insights on how to improve relationships with employees, clients, and tenants.  Learn the better “Platinum Rule” and how it can improve your bottom line.  During this session, you will:

  • Discover how behavioral preferences can impact you and the people you work with
  • Learn how to spot behavioral tendencies in others that you can use to your advantage
  • Develop tactics for improving employee productivity and client relationships
3:30 pm-4:00 pm
Learning Lab

“A CAM Clinic: Speed Dating Style” (LL-6)
Shannon Alter, CPM
Alter Consulting Group
Santa Ana, CA

Richard Muhlebach, CPM, SCSM, CRE, RPA
Richard Muhlebach, LLC
Bellevue, WA

Are you looking for CAM in all the right places?  If CAM season gets you down, our speed-dating clinic is for you!  This isn’t a lecture and you won’t see a presentation.  What you will get is the opportunity to have our experts help first-hand with your CAM problems.  We’ll use a speed-dating format to briefly review your CAM questions and issues, so come prepared for the best date of your life!

4:00 pm-5:00 pm
Education Sessions

"The Art of Cost Segregation" (CS-6)     Powerpoint
David G. Domres, CPM, CCIM
Brookfield, WI

Craig Tobin
Wipfli LLP
Milwaukee, WI

Steve Traudt
Wipfli LLP
Milwaukee, WI

Want to learn more about how to increase cash flow through utilization of cost segregation and implementing a property tax management plan? 

If you have owners or tenants who purchased, constructed, or expanded a building in recent years, a cost segregation study and a simple change in accounting method may allow them to claim depreciation deductions they may have not claimed in prior years. 

A proper cost study combines experience in accounting, appraisal, and engineering skills.  A property tax management plan can create additional savings through an annual review of the current assessment and comparing it to current market conditions.  During this session, you will have the opportunity to hear from several real estate tax experts and gain a better understanding of:

  • What cost segregation is
  • How cost segregation can increase your cash flow
  • Current property tax laws

“Creating Sustainable Organizations” (CS-7)
Mark Stapp
W.P. Carey School of Business
Arizona State University
Phoenix, AZ

Business success in this ever-changing industry requires leaders who have the adaptability to be both evolutionary and revolutionary.  Evolutionary in the sense that they can recognize incremental changes needed in the organization to make the firm better suited to compete in the current environment.  Revolutionary in the sense that they can recognize and manage through abrupt changes in the market.  Attend this session and you will:

  • Recognize how strategic thinking and leadership capabilities are needed in this evolving industry
  • Find out reasons why learning and new opportunity exploration is often derailed in organizations
  • Discover problem solving models and lenses for innovation success
  • Learn how to operate in a transformative global economy

Back to Top

  • Asset Management
  • Building Operations
  • Attracting Talent
  • Leadership Development
  • Sustainable, Profitable Management of the Company

  • Acrobat Files   Powerpoint   Word Files    Video  Please see below for handouts and supplemental materials from the sessions

Friday, October 18
8:30 am-10:00 am
Education Session

"Anchoring Talent Management to Business Performance" (CS-8)     pdf
Debbie Phillips, CPM
The Quadrillion
Stockbridge, GA

All too often talent management is looked upon in isolation rather than in concert with “measuring what matters!” During this session, you will be guided through a systematic process to provide essential principles that will align talent management to the “triple bottom line.”  From executive suites to the front lines, workforce issues can either catapult an organization into making the necessary adjustments or serve as a constraint that impedes long term success.  Sharpen your talent management processes with these proven techniques.  By attending this session, you will:

  • Understand employment trends by job classification
  • Gain insights from attracting “high potentials”
  • Identify successful practices for retention
  • Analyze metrics that measure alignment
10:00 am-10:30 am
Learning Lab

"Reduce Operating Expenses & Improve Sustainability” (repeat) (LL-7)"

Presented by

Use IREM's new sustainability platform to save and to be green. Discover how to profile your properties, view customized savings recommendations, benchmark and monitor utility consumption, engage tenants, and connect with solution providers. And, learn how to play the 2014 IREM Sustainability Challenge!

10:30 am-12:00 pm
Education Sessions

"Lessons in Leadership" (CS-9)     Lessons in Leadership Word Doc

Russell Salzman, CAE, IOM, RCE
Chicago, IL

The now time tested adage, “continue sharpening your saw,” remains a best practice for leaders.  Russ Salzman, the Institute’s CEO, will bring a collection of his favorite tools for leading others, which, of course, starts with managing one’s self.

Presenting excerpts from the IREM Leadership Development White Paper series, Russ will share his take on emotional intelligence, situational leadership, personality assessments and his team leadership values tool – WIP: Winning Teams, Innovation and Personal Development.  Participants will leave this session inspired, motivated and with:

  • A personal development worksheet utilizing these tools
  • A look at The Iceberg Theory and The Experience Economy and how they might influence your role as a visionary leader
  • A few “Russ-isms” that reflect his passion for association leadership and life

“Real Cutting-Edge Marketing Strategies” (CS-10)       pdf
Debbie Allen
Allen & Associates Consulting, Inc.
San Tan Valley, AZ

Redefine, reposition and re-energize your business and explode your marketing results fast!  Learn how to refocus your brand and marketing plan.  Discover how to easily stand out from your competition by creating a crystal-clear business and brand foundation.   

Learn how to create internet domination around your brand, develop more value with your services, and increase your income from your ideal clients.  By attending this session, you will learn how to:

  • Redefine your overall business and brand strategy for improved marketing results
  • Reposition your brand identity to quickly stand out from your competition
  • Reinvent your marketing to target your best, ideal clients
  • Refocus your brand to dominate the internet and social media
1:30 pm-3:00 pm
Education Sessions

"Technology: Lessons Learned" (CS-12)      pdf
Julie Yesnick, CPM
Gene B. Glick, Co.
Indianapolis, IN

Jennifer Mesey, CPM
Newmark Grubb Knight Frank
Maryland Heights, MO

Steven Rea, CPM
Roscoe Properties
Austin, TX

Jason Whittington
Gene B. Glick, Co.
Indianapolis, IN

Technology continues to change the way that real estate managers do business.  Choosing the right software applications is just the first step in the process.  Ensuring that the software is providing your staff and company with the information needed to run an effective management company is just as important.  Join our panel expert users as they share the dos and don’ts of purchasing and implementing property management software.  In this session, you will:

  • Recognize what happens when technology plans go awry
  • Identify the process for selecting new software applications
  • Develop a strategy for new technology implementation

“The Power of Storytelling to Grow Your Business” (CS-13)      pdf     pdf     pdf
     Click here to view a video snippet from the session

Teri Goudie
Goudie Media Services
Hinsdale, IL

We have so much to share with prospective (and current) clients about ourselves, our business, and our services.  The challenge is that they have limited time to listen.  The secret to great communication that will grow your business is to speak in a way that is personal, practical, and relevant. 

Teri Goudie, international media specialist and former ABC News journalist, is back by popular demand.  During her dynamic, high-energy session, she will share the importance of connecting to your customers by using verbal pictures to create behavior change and loyalty.  Learn how to crystallize your story and walk away from this session understanding:

  • Teri’s five step method designed to turn words into action
  • The importance of connecting to your customer and the joy of personalizing even the most complicated information
  • Tips for improving your entire communication arsenal including:  email, meetings, and media interviews
3:00 pm-3:30 pm
Learning Lab

"My Trusty ????: The One Tool I Can’t Live Without!" (LL-8)
Karen Altes
Chicago, IL

Have you found a gadget that benefits your daily work? An app that you just can’t live without?  A simple way to manage your day?  Join this learning lab for a chance to exchange information with your peers.  Come prepared to share your favorites and to:

  • Start using tools, gadgets, and apps that will enable you to work smarter, not harder
  • Improve operating efficiencies
  • Have fun learning something new
3:30 pm-5:00 pm
Featured Session

  Live! with Industry Leaders
Click here to view a video snippet from the session

John Salustri

Doug Bibby
National Multi Housing Council

John Combs, CPM
RiverRock Real Estate Group, Inc., AMO

Randy Woodbury, CPM
Woodbury Corporation

“Economic Outlook:  Time to Throw Caution to the Wind?”

How prepared were we as an industry for the most recent economic downturn? What lessons did we learn, and how do those lessons translate into practical advice as we navigate this slow recovery? In the face of a new age of mega-deals and mega-mergers, can our exuberance once again become irrational? Our panel of industry leaders will examine the current state of the industry against the backdrop of this recovery, and explore areas of concern that could come from within or from outside the industry.



Back to Top

  • Asset Management
  • Building Operations
  • Attracting Talent
  • Leadership Development
  • Sustainable, Profitable Management of the Company

  • Acrobat Files   Powerpoint   Word Files    Video  Please see below for handouts and supplemental materials from the sessions

Saturday, October 19
8:30 am-9:00 am
Learning Lab

"War Stories: Tales from the Front" (LL-9)
Ben McGrew, CPM, CCIM
Managewest, Inc.
Carmichael, CA

No matter how well you plan and how well you drill, you can never anticipate everything you need to know in an emergency.  Learn from one of your fellow industry pros who will share his experiences – experiences you hope you’ll never have – all in an effort to be better prepared if the worst happens.  From communication challenges, to dealing with the media, to restoring systems and services, you’ll find something helpful from someone who has “been there and done that.”  After this session, you will:

  • Understand the importance of business continuity planning
  • Develop and/or fine-tune your communications and media plans
  • Identify issues in emergency and disaster planning
9:00 am-11:00 am

Keynote Speaker and Power Breakfast      pdf


Steve Rizzo
New York, NY

Conveniently scheduled to end in plenty of time for you to catch an afternoon flight or spend the entire afternoon enjoying the beautiful Sonoran Desert, don’t miss this exciting Conference finale.

The Power Breakfast is designed to feed both your body and spirit.  After enjoying a buffet of breakfast favorites, you’ll meet “Attitude Adjuster,” Steve Rizzo.

Steve will share tools for maximizing your success and happiness – both in the office and at home.  His Attitude Adjustment Strategies will teach you how to shift your way of thinking and laugh while doing it.  Steve combines his talents as a Showtime Comedy All Star, personal development expert and author to deliver a message that will leave you inspired, motivated, and feeling great!



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