Challenges of the CFO | Real Estate and Data Analytics

Apr 29, 2021
8:00 am to 10:00 am
Join us for this professional development session on the challenges CFOs are facing in this current climate.
Bring to this session the challenges you are facing or seeing on the horizon as we expect engaging conversation.
Once registered, you will receive one Zoom link that will allow access to the sessions, please plan to attend either one or both as your schedule allows.
1 CPE will be available for each session (2 total available) - you will need to attend each session for 50 minutes and answer the polls to receive credit.

8 AM | Cresa Real Estate Hot Topics and Actionable Advice – Plans for a Post-Covid World

With vaccines becoming available, companies are making plans to reintegrate operations and return to the office.  But what are the best practices as you reimagine a post-COVID new normal?  How do you balance “In-Office” vs. “Remote Work” to enhance your culture and reflect employee preferences, while positively impacting your bottom line?  How do you use new technologies, work protocols and furnishings to reconfigure and use space efficiently?  And what strategies can your real estate advisor employ, to help you lock-in once-in-a-decade low prices while executing your post-pandemic office plans, even if your lease has multiple years to-go? 
Topics covered will include:
  • How are companies striking a balance while developing their return-to-office plans?
  • What new technologies, protocols and furnishings should corporate users consider when planning a return to office?
  • What post-COVID real estate strategies are creating value for corporate space users, even if your lease has years to go?

Be eligible for a chance to win or donate one of three, $100 Visa gift cards, while you learn actionable advice for a post-covid world.

Moderated by George Boyadjis, CPA, former National Board Chair for FEI and Vice President with Cresa Minneapolis. Featuring Cresa experts Nicole Nelson, Suzanne Grimm and Jim Vos.  Panel of experts will include FEI Member Byron Wieberdink, CFO with Atmosphere Commercial Interiors


9 AM | Be a Hero to your Company 

Finance teams are critical to navigating companies through crisis. Leveraging insights through focused data and analytics allows finance executives to do this more confidently. To be a hero within your company, you must be able to tell management teams what your company data means and quickly recommend action.

But with the rising volume and complexity of data, the question is how do you enable more insights, more input, and greater influence?

Join the discussion on how to consolidate data, easily access it, and share it across your various stakeholders. Empower your peers, become a hero.

Presented by Lisa David, Partner, eCapital Advisors and Brian Kalish, Principal, Kalish Consulting. 



8 AM Session - Real Estate Hot Topics

Jim Vos, Principal, Cresa
As a Principal with Cresa, Jim’s broad range of experience comes from 30 years of work in many service lines in the commercial real estate industry. His primary activities involve client lease negotiation in the Minneapolis central business district, the crafting and implementation of strategic real estate plans for local and national organizations and facilitating the development process for large or complicated corporate facilities. Well-known in the industry, Jim is often called upon by the media to provide perspective on economic trends and their impact on corporate real estate markets. Clients appreciate his diverse mix of project experience, strategic business perspective, and knowledge of local market trends. Jim’s recent projects include office, industrial, and retail product-types with leasing, development, and acquisition requirements.

Suzanne Grimm, Principal, Cresa
As a Principal with Cresa, Suzanne brings over 22 years of experience helping clients make real estate decisions that contribute to the success of their business. Suzanne manages global and national accounts as well as leading the Cresa Minneapolis nation-wide real estate tax appeal practice. Her diverse background in global account management, facilities acquisition, site selection, real estate tax appeals, construction project management, and strategic planning of office, industrial, and manufacturing spaces enables her to provide superior client-service advice, particularly when it comes to negotiating building and lease values. Sue’s recent projects include office and industrial product-types with leasing, development, site selection, acquisition, economic incentives and real estate tax appeal requirements.

Nicole Nelson, Senior Advisor, Cresa
Nicole has a background in project management and design with project experience in commercial tenant improvements, design, construction, change management and relocation management. She has a known reputation for effective management of project teams and the myriad of details involved in construction and relocation projects for national and local clients ranging in size from 2,000 to over 200,000 square feet and spanning numerous industry sectors. Nicole’s exceptional client service, superior communication, and attention to detail making her a valuable asset to any project team. Nicole leads the change and relocation management service line for Cresa, helping clients and their employees with preparation for relocating/restacking, vendor procurement, change management initiatives, and setting bottom-line objectives to have the company operational with minimal business disruption.

Byron Wieberdink, CFO, Atmosphere Commercial Interiors
As Chief Financial Officer for Atmosphere Commercial Interiors, Byron leverages over 35 years’ experience to lead this Minnesota-based global provider of world-class workspaces. His extensive experience in family-owned manufacturing and distribution businesses enables Byron to collaborate with his executive team, developing strategies for sustainable growth. With a focus on both organic growth as well as complex M&A transactions, startups and partnerships, Byron has completed over 20 transactions in the US, Asia, Europe and Mexico. As CFO, Byron also leads a broad range of corporate services, bringing efficiency and capability to support organizational change, while building strong relationships both internally and externally. Byron serves as a partner to ownership and the CEO, providing financial rigor and clarity to grow while balancing risk and driving organizational change.


9 AM Session - Be a Hero To Your Company

Lisa David, Partner, eCapital Advisors
At eCapital Advisors, Lisa’s role and passion are connecting business expertise and data analytics to drive solutions to dramatically improve the information on which executives make decisions. Lisa and the eCapital team works with clients to go to many layers below the surface to understand them, their business model, and their goals. Crafting a cutting-edge solution road map that applies data to create a new business model and generate tangible insights and outcomes.

Brian Kalish, Principal, Kalish Consulting
Brian is passionately committed to building and connecting the global FP&A community.  He has over 25 years of experience in Finance, FP&A, Treasury and Investor Relations. He has held several treasury and finance positions with AFP, the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.

Thursday, April 29, 2021 - 08:00
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