Fall World Conference Educational Program

Education Highlights

Each moment you are onsite is a learning experience, including the hallway conversations you have with your colleagues and the new concepts we showcase which you can implement when you return to your home office.

General Sessions –Thursday, Friday and Saturday will include keynote presentations to motivate, educate, and inspire you.

Specialty Practice Boards (SPBs) - high-level, thought provoking perspectives on important business and industry challenges.

Breakout Sessions - each conference provides sessions to tackle strategy, best practices, and hands-on skills crucial for commercial real estate professionals.

Applications for continuing education (CE) credit are currently in process. The list of approvals will be updated as they are received. 
CE Information for the 2013 Fall World Conference

SIOR has received approval from the following states for CE:

Alabama - 3
Colorado - 3
Connecticut - 3
Georgia - 3
Iowa - 3
Michigan - 3
Nebraska - 3
New Mexico - 3
Ohio - 2.5
Ontario (Canada) - 3
Oregon - 3
South Carolina - 3
Texas - 3 (Course #03-00-105-26245)
Utah - 3

SIOR has applied to and is awaiting approval from: IL, IN,  MD, MN, NE, SD, and TN. Application for CE credit does not guarantee approval. 
Attendees with licenses from AK, DE, ID, KS, LA, ME, MT, NH, OK, SD, and VT will be provided with information to make an individual request for credit following the conference.
SIOR will be unable to provide CE for the following states: AZ, CA, FL, HI, KY, MA, MO, MS, NV, NJ, NY, NC, PA, RI, VA, WA, WV, WI, WY and Washington, DC.
Attendees from the following states must attend CE exams and formalities on Friday, October 25 at 12:30 p.m.: IL, TX, and UT.

Questions? Contact Lizzy Lokken, Director of Programs, at or 202.449.8222.



Thursday, October 24, 2013
2 - 3:45 p.m.  
Opening General Session 
Sponsored by Bank of America Merrill Lynch
Speaker: Tom Ridge, Former Governor of Pennsylvania and Former Director of Homeland Security

Governor Ridge has grown from a young sergeant in the battlefields of Vietnam to one of the world’s pre-eminent statesman. As a leading participant on the world stage, Ridge’s foreign policy credentials yield a unique insight into the role that all democracies bring to the international table and the increasing importance of the American brand to our engagement with the rest of the world. How do we uphold our Constitution, our values, our credibility in an ever-changing threat environment? In this presentation, Ridge opens the door to a commanding discussion of America's strengths and challenges in security, diplomacy and economic viability as the United States and the Western world continue to confront formidable foreign policy issues in the 21st Century.

3:15 - 4:45 p.m. SIOR GLOBAL SESSION: Doing Business Around the World With SIOR (CE)

The SIOR Global Session is designed to give members a high-level understanding of various markets around the world.  Join your fellow SIORs at this session,“Doing Business Around the World with SIOR” to learn how US-based SIORs can win more business, make more referrals and assist existing multinational clients.  Different geographic areas around the world will be highlighted with case studies featuring SIOR referrals and market information. Attendees will leave the session with talking points to facilitate the “global discussion” with potential and existing clients. 

  Inland Ports: The Fight for the Midwest

Description coming soon!
  Corporate Real Estate Trends and Outlook for 2013/2014 (CE)

Moderator: Craig Robinson, Cassidy Turley

Bryan Berthold, SunTrust Bank
Sarah Bagby, Genworth Financial Inc.
Martha O'Mara, PhD, CRE, Corporate Portfolio Analytics

The global business community has experienced significant upheaval over the past three to five years – with virtually all industry impacted in one way or another. Over the coming years, this level of disruption and change for businesses is expected to continue due to global economic uncertainty, fast-changing technological and labor dynamics, regulatory and political shifts and robust emerging market opportunities and risks. As a result of these and other business dynamics, the corporate real estate community is revisiting a number of long held real estate strategies around place and space. This panel of CRE end user executives and advisors will discuss their outlook on these macro factors and the implications for the occupier sector. Specifically, they will address the outlook for demand, emerging supply requirements, workplace strategies and their advice for brokers and service providers.
Friday, October 25, 2013
9-10:30 a.m.
Friday General Session - Prologis Speaker Series Presents Sally Hogshead
Sponsored by Prologis

Speaker: Sally Hogshead

Why are you captivated by some people, but not others? How do certain leaders convince you to change your opinion? In an engaging presentation filled with actionable takeaways, Sally Hogshead has the answers. In her acclaimed book, Fascinate: Your 7 Triggers to Persuasion and Captivation, Hogshead brings a strategic marketing approach to the art of influence. Hogshead’s research weaves together neurology, economics, history, biology and pop culture. Hogshead and her work have been featured in the New York Times and on the Today show, CBS, ABC, and MSNBC.
11 a.m.-12:30 p.m.
Brokerage Management SPB: Firm Valuations and Succession Planning (CE)

Description coming soon!

  Investment Property Marketplace (CE)

Mark B. Goode, SIOR, Venture One Real Estate
Herb Krumsick, SIOR, J.P. Wiegand & Sons
Roy Splansky, SIOR, Venture One Real Estate

This session will prepare you for today's and tomorrow's investment opportunities. Bring your property brochures and "haves" and "wants" to this interactive and fast-paced session.

  Distribution & Logistics SPB: E-Commerce Fulfillment Centers and How They Are Impacting Big Box Development (CE)

Curtis Spencer, IMS Worldwide

The rapidly expanding e-commerce sector has resulted in a shift in site selection and building requirements to meet the unique and specific needs of this industry. Traditional, brick and mortar retailers are expanding into the e-commerce market to meet consumer demands that are running at 17-19% growth, year over year. This transition by the traditional retailers to support both storefront and e-commerce consumers has resulted in a few different models which will be discussed during this session.  E-Com and Multi-channel buildings look and feel different than traditional big-box industrial.  How will we convert traditional big box into E-Com?  And back again?

1:30 - 3 p.m.
Roundtable Discussions

These informal educational programs take a "roll up your sleeve" approach to addressing timely and practical issues. 

1:30 - 3 p.m.

The Art of Networking and Post-Transaction Services
Speaker: Steven Podolsky, SIOR, Podolsky/Circle CORFAC Int'l

In this session you will learn the difference between and transaction broker and a relationship broker, and what it takes to do repeat business with your clients. Also discussed will be the art of networking—where, when and how to network, and where and when not to.  We will also discuss post transaction services designed to keep your name in front of clients long after the deal has been closed.

4 - 5:30 p.m. Independent Brokerage Group (IBG) Breakout Session: Turning Challenges Into Opportunities

This interactive roundtable discussion based session will center around real life case studies, summarizing best practices currently being implemented in the marketplace by fellow SIOR brokers. Examples will focus on SIORs who have created unique programs, ideas, etc. into opportunities. Following the roundtable discussion, each table leader with the assistance of a moderator will report and engage the entire audience to review the information gathered. The goal will be to share this information and as a result, enhance business opportunities for our members. 

  The Distribution/Fulfillment Center of the Future
Sponsored by NAIOP

Moderator: Rick Collins, Ryan Companies US, Inc.
Matt Brady, Ware Malcomb
Brook Mechin, Riddell Kurczaba Architecture Engineering Interior Design Ltd

What does the future hold for distribution/ fulfillment centers? NAIOP - the commercial real estate development association - posed this question to its members as part of the organization's annual design competition. The competition invites architectural firms and design teams who work with developers and owners to submit concept plans for utilization trends, sustainability elements and new building technologies of a distribution/fulfillment center to be opened in 2020. This session will highlight the two winning designs from this year's competition: a 1,950,400 square foot warehouse designed by Ware Malcomb and an 800,000 square foot mixed use concept designed by Riddell Kurczaba.


Investment SPB: A vs. B Markets for Properties and Locations - What Are the Value and Demand Differences?

Matt Shore, DRA Advisors
James Clewlow, CenterPoint Properties

Description coming soon!

Saturday, October 26, 2013

8:45-10:45 a.m.

Leadership in Commercial Real Estate

Speaker: Mike Lipsey

This 2-hour program is fast-paced, high energy and filled with Mike Lipsey's newest content.

In his 220 days of travel per year, Mike has had the opportunity to see best practices, trends and techniques that are being utilized from Munich to Honolulu.  He will share the most important Best Practices that should be used by today’s practitioners.  

Some of the topics he will address include:
• The Evolution of teams
• Changes and Trends in compensation programs:  Dramatic changes we see in peer commission environment to commissioned reoccurring fees
• Client Reporting and accountability
• Innovation in electronic touch campaigns

. How to Sell Sustainability

Geoff Kasselman, SIOR, LEED AP, Op2mize
Adam Sledd, Institute for Market Transformation
Michael Zatz, EPA / ENERGY STAR Commercial & Industrial Branch

Without a doubt, sustainability in commercial real estate – including energy-efficiency and environmental sensitivity – has reached its tipping point. So what are you doing to provide such expertise and insights to your clients? What is your opportunity cost of doing nothing? Join us for this high-impact session to learn how to sell sustainability, create more value for your clients, and make more money for you! The 1st part of this session will feature presentations from Michael Zatz, Chief, Market Sectors Group, EPA / ENERGY STAR Commercial and Industrial Branch; Adam Sledd, Program Manager for the Institute for Market Transformation (IMT); and Geoffrey Kasselman, SIOR, LEED AP. The 2nd part of this session will be a moderated panel discussion covering everything you need or want to know about sustainability… and more! This is one session you can’t afford to miss!

10:50 a.m. - 12 noon

Saturday General Session: Economic Update and Market Forecast

Speaker: Ted Jones, Chief Economist, Stewart Title

Join Ted Jones, PhD, Senior Vice President and Chief Economist for Stewart Title Guaranty Company as he discusses real estate and the economic outlook. Dr. Jones will share his views on the commercial real estate market and what the industry can do to take advantage of opportunities in the market.

At Stewart Title, Dr. Jones addresses the information needs of stockholders, conducts on-going research and supports economic and financial analysis for the company and its customers.

Prior to joining Stewart he served as chief economist at Texas A&M University's Real Estate Center. An internationally recognized real estate expert, Jones has completed appraisals and property analysis in New Zealand, Austrialia, Canada, Mexico, the United Kingdom, the Caribbean and the United States.

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