PROGRAM Breakout Sessions CoreNet Global Summit Breakout Sessions enable smaller groups (between 50-150 participants each) to examine featured content and case studies, and engage in straight talk, enabling industry-specific insights on topics of general interest and the theme of the Summit. The 45- and 90-minute sessions are grouped by topics so you can easily find material that you are interested in. Breakout Sessions occur on Monday morning and afternoon, and again on Tuesday morning and afternoon in-between General Sessions. SNAP Sessions High energy, 90-minute programs provide you with three quick and concise presentations on a variety of subjects grouped by topics for easy identification (see topic descriptions below). Check Back for More Updates! We continually update and add to the Breakout Sessions. Please check this page often and read future Chicago Midwest Summit e-mails for the latest information. 1 Emerging Technologies’ Impact on Urbanization and the Workplace Moderator: Vik Bangia, MCR, Sr Vice President, Realogy Global Client Solutions, LLC Speakers: Peter Miscovich, Managing Director, Corporate Solutions, Jones Lang LaSalle Gordon Feller, Urban Innovations, Public Sector Practice, CISCO Internet Business Solutions Group While there is much discussion about the influence of technology on city development and workplace evolution, the inevitable inter-dependence of these factors is rarely effectively addressed. Panelists from CISCO Internet Business Solutions Group and Jones Lang LaSalle will provide an assessment of the influence of these technological advancements, showcasing leading city examples, relevant case studies and future public policies that will encourage the role of information and communications technology (ICT) in local economic transformation. Gain an understanding of urban planning and technology trends such as Wireless Broadband, Cloud Computing and other ICT advances and how these technologies will have a profound influence on how cities operate. Key Takeaways • Gain insight into future technologies and their implications for place, space and the nature of working going forward • Learn how emerging technologies change the game for corporate occupiers and enable their connection with the workers of today and tomorrow 12 The Relevance of Corporate Real Estate to Enterprise Success Moderator: Barry Varcoe, Global Head of Corporate Real Estate, Zurich Financial Services Speaker: Martha O'Mara, Ph.D., Lecturer, Exec Ed. & Special Programs Corporate Portfolio Analytics Michael Leone, VP Global Corporate Sales, Regus Tanya Penny, VP, Verizon Services Operations, Real Estate, Verizon What is the impact that corporate real estate (CRE) has on overall enterprise performance? Is there any? If there is, which CRE practices make the biggest difference? Be the first to debate the implications of ground-breaking new research currently being undertaken exploring the relationship between the perceived value of corporate real estate management practices and the economic performance of business enterprises. Panelists will share results with particular focus on the perceived value proposition of proactive real estate strategy in terms and concepts that the “C-Suite” find most compelling, including the use of flexible/alternative offices, and non traditional sources of real estate, such as serviced offices. Key Takeaways • Thorough understanding of the level of beneficial impact CRE has on enterprise success • CRE practices that make the most difference • What needs to be done to drive improved performance in the future 29 City Dynamics: How New Technologies Are Driving Location and Development Moderator: Keith Perske, Principal, eBusiness Strategies Speakers: Gina Miller, Senior Partner, Post+Beam Paul Shahriari, Director of Strategy, SmartBIM Andy Shapiro, Managing Director, Biggins, Lacy Shapiro & Co. Discussion surrounding the future of our global cities is on the rise. How are they evolving, what are the priorities for sustainable infrastructure as well as for knowledge and arts and cultural opportunities to meet the growing and changing needs of society? Panelists share examples of how these trends are impacting economic development. Gain an understanding of critical conversation on architecture, global knowledge centers, and data-driven decision-making tools. Key Takeaways • Latest trends in architecture and design impacting cities. • Exposure to data solutions for analyzing the built environment. • Critical success factors governing location decisions. 14 Young Leaders: The Future of Workplace and How We See It Moderator: Erica Chapman, Former Director of Corporate Real Estate, adidas Group Speakers: Samantha Martz, Real Estate Strategist, Consulting Practice Area, Gensler Michael Griffiths, MCR, Director, Corporate Real Estate Strategy, Visa Inc. Michael Pereira, Principal Business Analyst, Corporate Real Estate, Symantec Anthony Ravitz, Sustainability Team Lead, Real Estate and Workplace Services, Google Seamless integration of sustainability. Cutting-edge technology. Ground-breaking workplace strategies. Radically new forms of social interaction. It’s not that we haven’t been talking about factors like technological advances, the socialization of work, and sustainability and how they might change the future workplace. We do it all the time. But we rarely hear from the perspective of Young Leaders in the industry. In this panel discussion, workplace strategy, social interaction, technology and sustainability thought leaders from Gensler, Visa, Symantec and Google – all under the age of 35 – will discuss what they see as the future of the workplace. Who better to predict, and even dictate, what the future of workplace could and should look like than its youngest members? Gain an understanding of how new technologies, new sustainability practices, new workplace strategies, and new ways of interacting impact the way we work today and how they are going to shape the future of workplace. Key Takeaways • Sustainability beyond LEED, as well as new metrics and areas of focus for sustainable efforts. • New technologies and how advances in “cloud” technology might impact how we work in the future • How interactions in the workplace – both virtual and in-person – are dramatically changing 3 Transforming the Workplace and Strategy at SCAN Health: From Flexible Work to Corporate Agility Moderator: James M Baker, MCR, Senior Manager, Deloitte Consulting Speakers: James Ware, Director, The Future of Work...unlimited Diane Coles, MCR , Director, Workplace Solutions, SCAN Health Plan Many public and private-sector organizations today are launching aggressive programs to cut costs dramatically and enhance employee attraction and retention by implementing mobile work programs. Achieving these goals is far more complex and difficult than most CRE professionals realize. A successful workplace transformation requires solid senior management support, comprehensive organizational and cultural change management, outcomes-based performance measurement, extensive training, and active communication on a long-term basis. SCAN Health – whose mission is to enhance seniors' ability to manage their health and to control where and how they live – began a journey of workplace transformation and strategic evolution in 2007, when it asked itself why its employees couldn’t have the same control over where and how they work. Learn how SCAN Health was able to implement a workplace transformation that produced an ROI in excess of 40%, an employee productivity increase of 18% and expected savings in facilities operating costs of $7 million. Discover how the transformation not only produced innovation in interior design and workforce mobility, but also the evolution of workplace services from operational support to leading the company's strategic planning for geographic expansion. Key Takeaways • Design with data; ROI analysis and alternate scenarios provide credibility, objectivity, and consistency • Complex flexible work programs that provide dramatic financial results require major organizational and cultural change • Flexible work environments offer talent-specific competitive advantage 23 Do Green Buildings make Dollars and Sense (2.0): Expansion of the Landmark Energy Research Model Moderator: Mindy Glover, Regional Manager, Group Property, Rio Tinto Speakers: Charles Tu, Ph.D, Burnham-Moores Center for Real Estate, University of San Diego David Pogue, LEED AP, National Director of Sustainability, CB Richard Ellis Michele A. Russo, LEED AP, Director, Green Content and Research Communications, McGraw Hill Construction Proving the benefits of green building investments has spawned several studies, but perhaps none so comprehensive as the one the University of San Diego and CB Richard Ellis undertook in its inaugural “Do Green Buildings Make Dollars and Sense?” landmark research report in 2010. For 2011, the research consortium raised the bar even further with the expansion of the study to also include LEED certified buildings, as well as the addition of a LEED attitudinal study from a new strategic research partner - McGraw Hill Construction. The results of the research further highlights the success of sustainable RE practices, showcases more key financial, operational and performance benefits; and is now able to compare trends year over year. Panelists from the University of San Diego, CB Richard Ellis and McGraw Hill Construction will share their approach to the process, discuss challenges and “a ha” moments experienced during the data/trend reporting and analysis process, and key lessons learned. Key Takeaways • Understand the economic outcomes of sustainability from the largest study of its kind in the industry, now also including LEED certified buildings in the study as well as the ability to compare data longitudinally • Gain greater insight into the practices and policies driving building sustainability and how they may be applied to individual portfolio management efforts • Gain perspectives of managers and owners responsible for the LEED certification process, as well as the individual employee. 15 The Great River Energy Story: Energy, Workplace Performance and Employee Satisfaction in a LEED Platinum Building Moderator: Del Boyette, Principal, Boyette Strategic Advisors Speakers: Mike Finley, Director, Business Operations, Great River Energy Douglas Pierce, Senior Associate Architect / Sustainable Design Strategist, Perkins+Will Lisa Pool, LEED AP, Principal, Perkins+Will As corporate real estate (CRE) executives make decisions about sustainable developments and investment in building technologies and solutions, they must create a value proposition for the C-suite with real ROI. Much of the ROI is based on modeling and research-supported projections and assumptions. Panelists from Great River Energy and Perkins+Will will share how such developments as the Great River Energy Building can prove performance after just 18 months of occupation. The strategic alignment of the building’s design with corporate goals has resulted in, met or exceeded goals for performance and satisfaction, and more than 15,000 visitors have toured the facilities to date. Learn how the innovative approach to the integration of post occupancy evaluation with building performance measurement revealed how the financial investments of this LEED Platinum Building paid off for its owner and occupants. Key Takeaways • The process and methods used for energy measurement and post occupancy evaluations in collaboration with the University of Minnesota • Strategies and modeling tools for ROI and carbon reduction, to assist CRE professionals in the development of their facilities • Best practices, lessons learned and metrics to use in preparing a case for innovative green design strategies in your portfolio •Economic modeling approaches 5 Breaking Down Silos for Improved Energy Strategy at Microsoft: Challenges, Techniques and Successes Moderator: John Igoe, SLCR, SVP Commercial Development, SARES REGIS Speakers: Michael Allen, Executive Managing Director - Corporate Services, Microsoft Account, Grubb & Ellis Darrell Smith, Sr. Operations Manager, Puget Sound, Microsoft Noah Shlaes, Managing Director, Strategic Consulting Grubb & Ellis Facilities drive only part of total energy use, yet many are daunted by the prospect of leaving the silo and engaging business unit leaders, senior management, and the corporate social responsibility team. The result is an energy strategy that never evolves beyond facilities strategy. At Microsoft—where 15M sqft, 47,000 people, 250,00 computers and 1 utility, managed by business decisions, not facilities, drove more than 75% of power consumption but lacked sufficient information to change. Learn how Microsoft aligned business unit objectives and corporate carbon commitment by teaming its facilities managers and consultants to model energy consumption and change, to verify usable information and create an energy management organization that crossed business division boundaries. Discover how moving away from a facilities-centric and evangelist approach helped achieve low-cost reliable clean power for day-to-day activities while providing usable information about carbon generation at influential decision points. Key Takeaways • Limits of a facilities-centric approach • Tools used and challenges met in creating a comprehensive energy strategy 16 Grave to Cradle: Bringing Blighted Real Estate (and Communities) Back to Life Moderator: Adam Meek, Principal and CEO, Brownfield Management Associates, LLC Speakers: Ed Woodbury, President, McCaffery Interests Joe Curro, General Manager, United States Steel Real Estate Kimberly Worthington, Deputy Commissioner, Chicago Department of Environment Stephen Ostrander, Associate Regional Planner, Chicago Metropolitan Agency for Planning Nasutsa Mabwa, Project Manager - Development, McCaffery Interests Jeffrey Owen, Partner, DLA Piper Redevelopment of distressed real estate is entering a new and exciting era, focused on area-wide revitalization projects that benefit a broad range of stakeholders. New strategies, financial incentives and innovative technologies are helping to bring industrial, commercial and community revitalization projects to life. Community planners, local governments and state and federal agencies all are actively working with private industry, land owners and real estate developers to identify, access and maximize these opportunities. Done right, these projects are win-win-win for all parties. Key stakeholders in the process of revitalization from United States Steel Real Estate, Chicago Metropolitan Agency for Planning, United States Environmental Protection Agency, McCaffery Interests and Brownfield Management Associates will identify the elements of a successful project, as well as a number of the common problems/pitfalls and how to avoid them. Learn about two real world, high-profile projects -- Atlantic Station and Chicago’s South Works, while gaining new information regarding strategies, resources, technologies and financial incentives to move these projects from concept to completion. Key Takeaways • High-impact opportunities (not currently being explored) for multiple stakeholders to collaborate and reimagine, retool and rejuvenate entire blighted areas and communities • Broad support, strong incentives and new tools/resources to help bring industrial, commercial and community revitalization projects to life • Increasing pressure and motivation to act driven by both current and future real estate market trends and new community planning and development strategies 24 Economic Development Roundtable Moderator: Tim Venable, VP Knowledge Services, CoreNet Global Speakers: George Conti, Senior Director of Planning & Analytics, Fidelity Investments David Freed, Head of Location Strategy, Nokia Siemens Networks Dennis J. Donovan, Principal, WDG Consulting, LLC Hear strategies and analysis from leading corporate site selectors, economic developers and location strategists at the Economic Development Roundtable. This Summit’s roundtable will begin with panelists from all sides of the industry discussing strategies and top issues facing the industry today, followed by highly interactive roundtable discussions that enable you to connect, learn and participate around topics designed to provoke thought, stimulate ideas and generate solutions. 6 Manufacturing/Industrial Roundtable Facilitators: Denis De Camp, SLCR, Manager of Corporate Real Estate, Akzo Nobel Adam Meek, Principal and CEO, Brownfield Management Associates, LLC Presenters: John Greene, MCR, Regional Manager, Americas, Shell Oil Company Tim Feemster, SVP, Director of Global Logistics, Grubb & Ellis Participate in the kick-off of the new Industrial Manufacturing Community while learning and networking during this highly interactive roundtable session around common issues and challenges in the industry. The discussions will be led by seasoned professionals, including Tim Feemster, SVP, Director of Global Logistics, Grubb and Ellis Company, and John Greene, MCR, Regional Manager, Americas, Shell Oil Company, who will share their perspectives on what’s impacting their sectors, and lead the conversation about the dominant trends in the current economy. Following the presentations, Adam Meek and Denis De Camp will facilitate a forum of roundtable discussions centered on current trends and issues. The summary of these discussion will be presented to the groups and published to the participants following the summit. 4 Technology Smörgåsbord Moderator: Mark Evans, Business Development Director - Technology Market, Johnson Controls Speakers: Matthew Sheldrick, Vice President Business Development, Qube Global Software Yvonne Reshetar, Business Manager, Building i Paul Doherty, Senior Vice President, Screampoint David Spence, Director of Business Development, Officespace Software Need a little software education without engaging in detailed discussions with individual software companies? Have you ever wished you had an opportunity to hear about the latest technologies, see live demonstrations, and learn how they work and why you should care WITHOUT any sales pressure? Software providers across a broad range of subject areas including portfolio management, environmental, lease and transaction management, business intelligence, space management and flexible working will share the technologies that can have the greatest impact on corporate real estate (CRE) in an informational, non-sales presentation. Learn how to make technology work the way you do, the ideas and concepts behind the technology, who are the users of technology in your organization, their expectations and what excites them. View five 15-minute technology presentations from different technology developers/experts including OfficeSpaceSoftware.com, ScreamPoint, SharePoint and Qube Global Software, with brief examples of where and how it has been implemented to the benefit of the organization. Key Takeaways • Understanding of the latest software capabilities and how they can help your organization 22 Technology Transformation - Review of CoRE Tech 2010 Moderator: Bryan Berthold, MCR, EVP Workplace Strategy & Anaysis, Ratekin Consulting Speakers: Mitch Wickland, Technology, Strategy and Program Management, Bank of America Pay Wu, MCR, Senior Manager, Strategy and Operations, Deloitte Services LP Robert Fitzgerald, MCR, Director, Global Practices, Nokia Eileen Howell, Information Technology | Client Solutions, CB Richard Ellis CoRE Tech is the first forum of its kind for both learning and discussion focused on pushing the envelope on how technology enablement can contribute to corporate real estate functioning. CoRE Tech’s initial objective is to help achieve shareholder value through the intelligent application of technology and integration for better alignment of corporate real estate initiatives with the c-suite objectives and corporate strategy. This panel, composed of technology advisory board members of CoRE Tech 2010 representing Bank of America, Deloitte Consulting, Nokia, and CB Richard Ellis will discuss the outcome and key messages uncovered from the CoRE Tech inaugural conference held November 2010, developed in alliance with CoreNet Global. Each panelist will share their approach to achieving ROI for their technology investments, and their vision for the future of real estate technology convergence. Key Takeaways • Technology enablement as the ultimate tool for innovation, lower costs and more effective management of enterprise assets and productivity • Collaboration and knowledge sharing among corporate real estate executives and technology counterparts to harness the power of technology for maximum productivity and return on assets • Transforming technology agenda that will further respective missions to reduce costs, increase service efficiency and create revenue generation opportunities 32 CoreNet Global Website Remodel: A Roundtable Feedback Session Facilitator: Ji Sun Kim, Director of Communications, Biggins Lacy Shapiro & Co We’re making changes to the CoreNet Global website and we’d like your opinion. Join roundtable discussions reviewing the first phase of the CoreNet Global website remodel project, while sharing ideas and comments for Phase 2. We will share elements of the changes in Phase 1 and outline possibilities for Phase 2. Attendees will provide feedback designed to help us improve or re-define our product offerings and online presence. 2 Strategic Planning in Uncertain Times: Preparing for the Next Growth Wave? Moderator: Bernice Boucher, Directory, DEGW Speakers: Sanjiv Awasthi, VP Global Real Estate, Pfizer, Inc Sara Baldi, Program Director Occupancy Strategy, Kaiser Permanente Wayne Taub, VP Real Estate, Time Warner Robert Ripp, Executive Director, Morgan Stanley Christelle Bron, Managing Director, Studley Historically, most corporate real estate (CRE) organizations have struggled to catch up with business cycles: from aggressive growth waves nationally and globally, to equally aggressive and unpredictable recessions. Many businesses are now cautiously optimistic and are projecting flat growth... is it realistic? How will these trends affect strategic planning and how is it possible to stay ahead of the evolving talent demands and sustainability movement during this uncertain time? Panelists from Studley, Pfizer, Kaiser Permanente, Time Warner and Morgan Stanley will provide a spectrum of strategies, objectives, models and lessons learned, stemming from the economic climate within each industry. Gain insight into what CRE organizations with some of the major companies in the United States are doing during this time. Key Takeaways • Should I continue shrinking my portfolio? Is an Alternative Workplace Solution part of the strategy? • What is a healthy vacancy rate and how do I build flexibility in my portfolio? • How do I gain better visibility in to business unit growth / reduction projections? How do I challenge it? • What tools and analysis do I have to help me with my strategic planning? 21 Money Talks: How Corporate Language Drives Corporate Real Estate Strategy Facilitators: Jane Mather, President, Critical Core Richard Podos, President, Lance LLC Panelists: Russ Howell, Managing Director, Strategic Consulting, Jones Lang LaSalle Americas, Inc. Luigi Sciabarrasi, VP, Real Estate, Symantec Corp Kyle Gore, Mangaging Director, CGA Capital Lance LLC Gerald Levin, Mesirow Financial Stan Gibson, SVP, Wells Fargo Bob Cook, Senior Vice President, Grubb & Ellis Kevin Haverty, MCR, SLCR, SVP & Practice Leader, Enterpise, Cresa Partners Michael Hammerslag, Product Manager, LseMod, Lucernex No matter what changes we see in social dynamics, there will be one constant – Money Talks. Financial issues are a crucial aspect of corporate real estate strategy, not just for the financial gurus, but for anyone in a senior leadership position or who aspires to be. Surprisingly, organizations continue to have sharply differing views on what the right “language” is – NPV, cash, accounting, a blend of these, others? Differences in financial priorities lead to sharply different strategies for capital deployment such as lease-vs-own and term-length strategies and different responses to proposed FAS 13 lease accounting changes. This session will highlight new research from the Strategy and Portfolio Planning (SPP) Optimizing Capital Task Force, including survey results, reasons for alternative financial priorities and financial strategies, and guidelines on financial doctrine. Panelists from Wells Fargo, Symantec, Mesirow Financial, CGA Capital Lance LLC, and Jones Lang LaSalle will share how their organizations evaluate financial decisions and how their CRE financial strategy reflects their corporate strategy, industry, and business life-cycle. They will also describe how they work with senior executives, business unit leaders, and other corporate functions to develop the best real estate recommendations when stakeholders have different priorities. Key Takeaways • Basic review of financial concepts • Financial common language • Survey results on financial doctrine • Varying viewpoints on different aspects of financial doctrine 30 If You Can't Be With the Lease You Love, Love the Lease You're With Moderator: Ken Ashley, MCR, Senior Director | Tenant Services Group, Cushman & Wakefield Speakers: Kitty Henry, Munsch Hardt Kopf & Harr PC Quin Ryan, Sr. Account Manager, Cushman & Wakefield In these uncertain economic times, many real estate professionals are having to live under (and/or administer) leases that they did not negotiate. These "inherited" leases commonly result from mergers and acquisitions but also when a real estate manager changes jobs or portfolios. Panelists from Munsch Hardt Kopf & Harr PC and Cushman & Wakefield will share their experiences and walk through some common lease provisions that can be "gotchas" if the tenant is not aware of their presence and significance, including non-monetary defaults, renewal and expansion rights, SNDAs, casualty and rebuilding obligations, and landlord's lien issues. Learn about leases from a forensic perspective. When the time for negotiating is past; how can the tenant be protected? What are the bare bones issues raised in administration of inherited leases in order to avoid the consequences arising from "missed" issues? In addition, participants will receive a toolkit and access to a one-hour teleconference post Summit. Key Takeaways • Practical advice to assist in review of inherited leases, with suggested solutions to the problems raised by the leases • After-session toolkit and follow-up teleconference 13 Critical Value Add: Corporate Real Estate and the Merger Moderator: Steve Hargis, MCR, Senior Vice President, Director, HOK Speakers: Clayton Hayden, MCR, Director, Portfolio Strategy, Merck & Co., Inc. Roger Humphrey, SLCR, Executive Director, Global Facilities Management, Merck & Co., Inc. Peter Shannon, SVP, Jones Lange LaSalle Accurate portfolio data and the identification of critical business interactions are crucial elements of a successful merger. Both elements clearly point to the value add role of the corporate real estate (CRE) organization in driving portfolio consolidation and the resultant capture of significant value from the perspective of financial and business operations. When Merck and Schering Plough merged in November 2009, it created a global real estate portfolio of more than 500 sites, totaling more than 117MM sqft in 80 countries. Panelists from Merck will explore the processes, activities, opportunities, challenges, and rewards in the development of this comprehensive global portfolio consolidation strategy, which is expected to realize more than $200MM in value capture over three years. Hear the methodology used to develop the global strategy, development of primary and alternate scenarios, identification and utilization of resources, projections of financial impact and more. Key Takeaways • Learn the role and value add potential of CRE in an acquisition or merger • Discover, anticipate and plan for challenges and hurdles faced by CRE and its partners in planning and executing the consolidation of a large portfolio 7 Adapt and Prosper: Navigating Impacts of Worldwide FAS 13 Lease Accounting Changes Moderator: Richard C. Page, MCR, Group Head, OREO, US Bank, NA Speakers: Pierre Ratte, SLCR, Director, Hartford Holdings, LLC Xavier Menendez, Former Managing Director, PWC Larry Wolfert, MCR, Head of Strategy & Planning, Visa, Inc Mark Rosenberg, Sr. Director Product Management, Oracle PeopleSoft Enterprise Charles Hunger, Sr. Director, Planning and Finance, McKesson Real Estate Margo McConnell, CPA, Director - Transaction Analysis, Cushman & Wakefield The business world has had fair warning that major lease accounting changes are slated for implementation in 2012-13. With the publication of the Exposure Draft, businesses have detailed insights into proposed changes, although there are still major gray areas and ambiguity. How are businesses preparing themselves for these changes? Will changes to FAS 13 put corporate real estate (CRE) in the limelight or the cross-hairs? CRE will interact with a broad range of center functions: HR, IT, Audit, Controllers, Treasury, Accounting, as well as all business lines. How do we best prepare? Panelists will share their practices, benchmarking and thoughts relating to adaptive strategy and preparations for the new regulations, which will affect virtually everyone in the industry-- moving beyond learning about FAS 13 changes to discussing end user planning and action strategies. Key Takeaways • Resources required • Interacting with core functions and business lines to form seamless compliance with new regulations • Breaking down silos and barriers 31 Why Is It So Hard to Measure Work Today? Moderator: Jack Weber, MCR, Principal, Gresham, Smith and Partners Speakers: Brady Mick, Architect / Workplace Strategist, BHDP Architecture Duane Harrington, Managing Director, AArete Con Healy, MCR, SVP Corporate Services Administration, Amerigroup Measuring the effectiveness of work in today’s world has been referred to as the “Holy Grail”. Just as the Holy Grail remains a myth, finding one measure of success is a myth. At Amerigroup, traditional design process built on hard measurement yielded less than ideal design results for business. Amerigroup then realigned its strategy to combine hard and soft measurement, and achieved phenomenal results. Panelists from Amerigroup, AArete and BHDP Architecture will engage the audience in the nature of hard and soft measurement, and their importance in business solutions that strategically align work process AND work culture. Learn from the combined expertise of the panelists how only through a rethinking of success measurement, and an embracing of soft measures along with hard measures, can a complete story be told of the value of people AND the success of an organization. Discover a procurement philosophy centered on relationships, how procurement responsibilities have evolved in best in class organizations, and how to work within these new dynamics to achieve your goals. Key Takeaways • New business language with new measures of success • People centered procurement philosophy • Translating old measurements to new measurements • Values based behavioral analysis for engagement and early adoption of new space designs that drive wasted square feet and money out of the system 25 Young Leaders Leveraging Social Media: An Interactive Presentation on Social Media and Corporate Real Estate Moderator: Derith Jarvis, Director of Research/Site Selection, Mohr Partners, Inc Speakers: Andy Swindler, President, Astek Consulting Chris Mole, Designer / Project Manager, Arcestra Erica Chapman, Former Director of Corporate Real Estate, adidas Group Jessica Beers, Senior Director, UGL Services Joey Vlasto, Associate Director, Newmark Knight Frank John Wichman, Director of Business Development, UGL Services William Jegher, Vice President, Ernst & Youg Real Estate Advisory Services While many of us may be dipping our toes in the water, it’s high time for those in the corporate real estate industry to take the plunge and start swimming in the sea of social media. Social media is a tool that can be used to demonstrate your expertise, your know-how and can be the basis of meaningful business relationships. How are those already adept in social media using it to advance their careers, advance their industry and the value of their companies? Get a first-hand perspective of social media, its usefulness and impact from those who use it every day – CoreNet Global Young Leaders. Panelists will showcase three important social media tools specific to corporate real estate and the business world: LinkedIn, Twitter and the blogosphere – and how they have benefited from these tools. Learn what application Social Media has to your business, whether you’re an end-user or service provider, while participating in a hands-on, interactive social media critique and discussion at various computer workstations. Key Takeaways • Social media as a communications and networking tool • Sustaining business relationships • Considerations for subject matter experts 26 Small Business Roundtable Facilitator: Anne Sheehan, President/CEO, Real Property Tax Advisors Join small business industry leaders of innovation, technology and service delivery for a highly interactive, structured workshop designed to identify issues and challenges facing small businesses today and tomorrow. Share your ideas for preferred ways of networking, sharing knowledge and developing cutting edge approaches to these issues. The output from this session will form the basis for future education, knowledge sharing and networking opportunities for small businesses and the CoreNet Global membership. Seating is limited. Key Takeaways • Join CoreNet Global small business members and contribute to future opportunities to connect and learn. • Discuss leading issues for small businesses in corporate real estate 8 Vendor Management from Every Angle Moderator: Francisco J Acoba, MCR, SLCR, Sr Manager, Strategy & Operations, Deloitte Consulting LLP Speakers: Banc Winsor, SVP, Director of Realty Services NA, State Street Bank Michele Flynn, President & Founder, Expense Management Solutions Monica Juan, Global Alliance Director, CB Richard Ellis The implementation of a successful vendor management program can be a bumpy journey, in which ‘getting there’ is the hardest part. Committing to clear expectations, goals and objectives, the governance program undertaken by State Street Bank and CB Richard Ellis helped align with corporate objectives to bring standardization to an otherwise distributed and opaque situation. A focused program afforded a strategy on both sides and the ability to move to the next level, bringing into line performance measurements, financial visibility, internal metrics, standardization in terms and reporting, cost savings and efficiency across the board. An interactive panel will discuss their roles, successes, pitfalls, new ideas, timelines, models and more, while involving audience debate into their current situations . Key Takeaways • Road map of implementation from various points of view • How to gain buy in or move to the next level • Share/compare experiences and within the greater context • Client, advisor and peer perspectives 33 Starting Off on the Right Foot: Sourcing Strategies for Successful Provider Relationships Moderator: Mirela Gabrovska, MCR, Principal, MBG Consulting, Inc. Speakers: Brandon Forde, Executive Vice President, Studley, Inc. Christopher Horblit, President, Fidelity Real Estate Company Chris Staal, VP, Real Estate, Thomson Reuters Michele Flynn, President, Expense Management Solutions Paul Garity, Partner & Founder, Capstan Many corporate real estate (CRE)/ service provider relationships are not working as well as they could be. Too often, the focus is on "who" to select instead of considering "what" the right model is and "how" to manage the selection process. What steps can CRE executives take to ensure that their most important partnerships start off on the right foot? Leading executives and advisors from companies including Fidelity Real Estate Company, Thomson Reuters, Studley, Capstan and Expense Management Solutions will share their insights, case studies and lessons learned surrounding implementing new service provider partnerships. Lean about creative RFP strategies, how to gain buy-in from senior leadership and your own team, developing sourcing strategies to meet your objectives, addressing inevitable conflicts and overcoming inevitable pitfalls of the process. Key Takeaways • Design the right partnership strategy • Get buy-in from senior leadership and your own team • Develop a sourcing strategy to meet your objectives • Address inevitable conflicts 17 Effective Corporate Real Estate Strategies for Driving Smart Growth Workshop Facilitators: Lynne Smith, Director, Senior VP, Jones Lang LaSalle Tom McCarty, Managing Director, Jones Lang LaSalle As we enter this era of more cautious spending, it is more important than ever for Corporate Real Estate (CRE) executives to help their organizations drive and support smart growth. This facilitated working session will give participants a better understanding from fellow CRE executives on how to strike the balance between maintaining flexibility and responsiveness with aggressively managing the total cost of occupancy and overall risk. From aligning real estate goals with business objectives to proven governance models that work, CRE leaders will leave with practical tools for increasing CRE’s value to the enterprise as they shift slowly into growth mode. Key Takeaways • Five keys to success • Practical tools for facilitating business alignment, supply/demand forecasting, peer discussions and understanding and mitigating risk • Effective governance models and “Big Rules” for driving business discipline 34 Submissions 101: Your Guide to Creating Successful Summit Submissions Moderator: Paul Morgan, VP, Global WorkPlace Solutions, Johnson Controls, Inc. Speakers: Karla Simmons, Corporate Account Manager, Allsteel Stephanie Vondersaar, Economic Development Manager, City of Ontario, California Steve Hargis, Senior Vice President | Director, HOK Have you or your company accomplished something you feel is worth sharing with would benefit the CoreNet Global community? Have you ever been interested in presenting at a CoreNet Global Summit, but would like to know more about what’s required or how to get your submission noticed? Here is your chance! Learn from Summit Program Reviewers and Content Submitters how the Summit Review process works, the common traits of a successful submission, and the leading trends that could help broaden your appeal. Key Takeaways • Submission and review process walk through • Review latest Summit evaluations for key insight • First-hand accounts review of successful submissions • Common responses from Reviewers
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