10th Annual Real Estate CFO & COO Forum West 2023 | Information Management Network (IMN) | 2 May 2023 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

Every year, the forum provides unrivaled opportunities for attendees to participate in educational sessions focused on the latest trends in accounting, regulations and technology, and also in hours of built-in networking opportunities for forging those critical business connections.

The 2023 conference will again gather a delegation of CFOs, COOs, Tax & Accounting Officers, Controllers, Treasurers and more for a day and a half program packed with insights from within real estate developers, lenders, REITs, and operating companies.

An excellent opportunity to earn CPE Credits when you attend select sessions.

We look forward to welcoming you this Spring!

2023 Speakers

Sahil Rattan
Co-Founder, TermSheet

Sean Cunningham
CFO, Integrated Capital Management

Wesley Wilson
CFO, Avanath Capital

Jeff Wilson
Founder & CEO, Pereview Software

Trent Wallin
CFO, Peak Capital Partners

Scott Jackson
Tax Director, Baker Tilly

Ron Rossi
Senior Director, Partnerships & Alliances, Juniper Square

Kevin Swill
CEO, Thirty Capital Financial

Adam Walker
Principal, Juniper Square

Natalie Greenberg
CFO, MJW Investments

Paul Giorgio
COO, AECOM Capital

Caroline Brown
Head of Marketing Business Development, Smartwave

Robert Durand
Executive Vice President, Finance, KBS

Aaron Weaver
President, Bendetti

Nona Ghulian
Chief Financial Officer, Wilshire Skyline

Margaret Guelzow
Head of Customer Experience, Cherre

Becky Sullivan
COO, DJM

Daniel Vitulli
National Partner, Real Estate Group, Marcum

Brian Saenger
President & CEO, The Ratkovich Company

Carmen Clark
Director West Coast, REdirect Consulting

Michelle Mackerdichian
Director, ICS Tax

Travis Cansler-Pitt
Regional Director, ICS Tax

Ron Kaplan
Partner, CRE Practice Leader, CohnReznick

Elizabeth Pagliarini
CFO & COO, Summit Healthcare REIT

Brandon Sedloff
Managing Director, Juniper Square

Tana Gardner
CFO, Affinius/USAA Real Estate

Bahaar Sidhu
CFO, Berkeley Partners

Laura Dietzel
Partner, RSM US

Anne Hollander
CEO, Lobby CRE

Barbara Rea
COO, Arden Group

Jasmine Nazari
Partner, COO, Urban Green Investments

Corey Thomas
Partner, CRE, CohnReznick

Dennis Theodossis
Partner, Real Estate Practice Leader, Forvis

Dinesh Shastri
Partner & Head of Product, OpEff Technologies

Damian Gancman
CFO & COO, Cityview

Afshin Kateb
CFO, Palladius Capital Management

William Andreoni
Partner, RSM US

Marc Bencivenni
Managing Director & COO, Pikes Peak Capital

Bryan Sapanza
CFO, Preylock Holdings

Jenny Brusgul
ESG Advisory Practice Leader, CohnReznick

Steven Kahn
Partner, Crowe

Jeffrey Toporek
Co-Founder & Principal, FD Stonewater

Joe Anfuso
CFO, MG Properties

Scott Williams
VP of Finance, Dealpath

Brian Goldmann
Partner, Outsourced Finance & Accounting, EA RESIG

Debra Morgan
Managing Director, Restructuring & Dispute Resolution Practice Leader, CohnReznick

Jennifer Halvas
Managing Director, Investor Relations, Cityview

Olivia Bartel Leigh
EVP Portfolio Operations & People, Macerich

Daniel Lin
CFO, XFD Real Estate Partners

Jiorjio Fetterman
CFO, Clairmont Capital Group

Sheriden Mansfeld
CFO, Canyon Partners Real Estate

Matt Lougee
President, Capital Markets, Pine Tree

Samuel Mtunga
COO, XFD Real Estate Partners

Tricia Peterson
Managing Partner & COO, Accord Group

Michelle Winters
VP Solutions, Conservice

Sotiria Anagnostou
Director, ESG Programs & Reporting, STORE Capital

Heath Binder
SVP, Investor Relations, LBX Investments

Juan Leon
Regional Manager, Yardi

Robert Wheat
Director, Moss Adams

Ben Collins
Senior Director, Financial Services Industry Marketing, Sage

Damien Georges
SVP, Sales – Investment Management, RealPage, Inc.

Sabir Saleem
CFO, Pikes Peak Capital

Nicholas Ilagan
Co-Founder & Managing Partner, DIV Industrial

Alexis Volen
COO, CIRE Equity

Mike Sebastian
Industry Principal, Appfolio Investment Management

Kevin Joyce
Director, Real Estate Client Development, DealCloud

Marilee Shea
VP of Sales, Mercatus, a State Street Company

Charlie O'Connell
CFO, DJM Capital

Kelly Blair
CFO, Mark IV Capital

Shahriar Khan
CFO, Massive Capital

Jon Haidet
Principal, CLA

Jesse Cole
SVP, Head of Private Markets Product, State Street

2023 Sponsors

PLATINUM SPONSOR:
• Juniper Square

GOLD SPONSORS:
• AppFolio Investment Management
• CohnReznick

SILVER SPONSORS:
• Crowe
• Lobby CRE
• RSM
• Yardi

BRONZE SPONSORS:
• Agora
• Bakertilly
• Cherre
• CLA
• Conservice
• Deal Cloud
• Deal Path
• Eisner Amper
• Forvis
• ICS Tax
• Marcum
• MossAdams
• OpEff Technologies
• Pereview
• Real Page OutPerform
• Redirect
• Sage Residential
• Smart Wave Technologies
• State Street
• Term Sheet