Conference Agenda

7:30 AM-8:30 AM REGISTRATION OPENS

8:30 AM-9:00 AM 2021-2022 HIGHLIGHTS AND PROGRAM OVERVIEW

Chris Mensinger, Senior Vice President | Nebraska, Brokerage Services, Colliers - Co-Chair of CRE Summit: WELCOME AND PROGRAM OVERVIEW

Jerry Slusky, Esq., Partner, Smith Slusky Law - Founder & Chair of CRE Summit: THE CHANGING WORLD OF CRE

Deals of the Year:

Lincoln: Richard Meginnis, President; Mike Ball, Vice President, Sales & Leasing; and Scott Vyskocil, Senior Vice President, Property Management of NAI FMA Realty; and David Barton, First Vice President; and Steve Sheppard, First Vice President, CBRE for the Sale of the Allstate Campus in Lincoln, NE to Bryan Health

Omaha: Ed Fleming, Executive Vice President, Principal | Omaha, Colliers Nebraska for the relocation of Fusion Medical

Development of the Year:

Lincoln: John Hoppe Jr., Principal, Hoppe Development for Antelope Tower

Omaha: Brad Soderwall, Managing Director, Hines for Brickline at the Mercantile

Educating The Next Generation Of Cre Leaders

9:00 AM-9:30 AM Insights into the current CRE economic environment

Ernie Goss, Ph.D., MacAllister Chair & Professor of Economics, Creighton University

9:30 AM- 9:45 AM NETWORKING BREAK

9:45 AM-10:30 AM BREAKOUT SESSIONS: GROUP 1

BREAKOUT 1: Creative Financing Techniques: PACE Financing, Participating Debt, TIF, HUD Loans

DESCRIPTION: With the difficulty in finding Lenders that are willing to make CRE loans in this environment, this panel will discuss the several techniques that are available to the CRE community that will assist them in building their equity stack.

MODERATOR: Jennifer Taylor, Assistant City Attorney, City of Omaha

PANELISTS: Kellie Johnston Dorsey, Choice Neighborhoods Manager, City of Omaha

• David Levy, Partner, Baird Holm LLP

Steve McGreer, President & Owner, Asset Environments • Alysia Radicia, Partner, RDG Planning & Design

BREAKOUT 2: Empowering Construction Project Delivery

DESCRIPTION: With cost increases, supply chain issues and workforce shortages, project delivery methods have begun to change. The session will discuss Integrated Project Delivery and how it is becoming the most logical method to delivering projects that meet the goals of the Owner/Developers, Architects, Engineers and Construction Partners.

MODERATORS: Ashley Kuhn, President, Blair Freeman

PANELISTS: Ellie Barko, Director of Teaming Agreements and Construction Operations, Blair Freeman

Amy Gutschewski, Mechanical Project Manager, The Waldinger Corporation

Natalie Huntley, Estimating Manager, JE Dunn Construction • Martha Leahy, Senior Project Manager, Turner Construction

Penny McWilliams, Senior Manager, Project Development, Baxter-Kenworthy Electric

BREAKOUT 3: How is Lincoln dealing with higher interest rates and construction costs?

DESCRIPTION: The session will provide a perspective on Lincoln’s current commercial real estate conditions. Jason Ball will have an overview of Vitality Lincoln and update on any current projects. DaNay will be reviewing and discussing what they are seeing in regard to development - including issues that may be affecting development or real estate deals. Bob will be discussing the commercial Lincoln financial market and how the current economic conditions may be affecting financing and how deals are being financed or how they may be financed in the future.

MODERATOR: Scott Vyskocil, Senior Vice President, NAI FMA Realty

PANELISTS: Jason Ball, President & CEO, Lincoln Chamber of Commerce

DaNay Kalkowski, Development /Real Estate Attorney, Seacrest and Kalkowski

Bob Panzer, President, Exchange Bank - Lincoln

BREAKOUT 4: Roundtables/Open Discussion: Breaking in and moving up: Successes and failures, how to create your own path

MENTORSHIP ROUNDTABLE

MODERATORS: Gabby Estivo, Vice President, NAI NP Dodge & Zach Reinhardt, President, Real Estate, Evergreen Entreprises

NETWORKING ROUNDTABLE

MODERATORS: Spencer Goldenberg, Broker, Oak Investment Real Estate & Lisa Lackovic, Architectural Representative, Endicott Clay Products

ART OF NEGOTIATION ROUNDTABLE

MODERATORS: Jerry Banks, Principal Owner, Jerry Banks Group & John Heine, Broker, Oak Investment Real Estate

TEACHABLE MOMENTS: Lessons learned, learn from our mistakes.

MODERATORS: Lindsay Banks, Development Project Manager, Lockwood Development & Tami Moore, Real Estate Development Manager, Assurity

10:30 AM-10:45 AM NETWORKING BREAK

10:45 AM-11:30 AM BREAKOUT SESSIONS: GROUP 2

BREAKOUT 5: Conventional Financing, Loan Maturity, Underwriting, Best Practices in these difficult times

DESCRIPTION: This panel will discribe what it takes to obtain a commercial real estate loan in this difficult high interest rate environment. Panelists represent various sized instituations who will share their insights from their particular vantage points.

MODERATOR: Samantha Mosser, Nebraska President, Bankers Trust

PANELISTS: Adrian Hernandez, Senior Vice President, Dundee Bank • Jason Kinnison, Managing Director, NorthMarq Brett Michael, Vice President - Commerical Lending, Pinnacle Bank

BREAKOUT 6: Property Management Best Practices during these difficult times

DESCRIPTION: During this session, a variety of leaders from CRE companies all of whom understand the difficulties encountered in CRE Management will discuss how operating a property efficiently produces better financial results.

MODERATOR: Dan Dutton, Co-Managing Principal, Lee & Associates | Omaha

PANELISTS: Danel Jung, Executive Vice President, Dakota REIT • Simone Mason, Senior Property Manager, Red Prairie Management Phil Murante, CEO, Cutchall Management Co. • Brett West, Sr. Director of Real Estate Development, Assurity Life Insurance Company

BREAKOUT 7: The Shifting Sands of Commercial Real Estate: Legal and Development Insights

DESCRIPTION: This panel will have two highly-qualified real estate lawyers provide techniques for working through these high interest rate times. In addition, a developer and the president of a large real estate trust will discuss insights from an owner and developer’s standpoint that have helped them work through these times.

MODERATOR: Katy Rehan, Attorney, Smith Pauley LLP

PANELISTS: Ryan Haller, Managing Principal, McNair Living LLC • Matt Pederson, President, DakotaREIT Jen Rattner, Attorney, Rigenberg & Rattner Law, LLC

11:30 AM-11:45 PM NETWORKING BREAK

12:00 PM-1:00 PM KEYNOTE SPEAKER/NETWORKING LUNCH

2022 HALL OF FAME CLASS

Mike Kivett, Partner, Walentine O’Toole, LLP • Donald Linscott, Associate Broker, Greenleaf Commercial Real Estate John Waldbaum, Vice Chairman, Colliers Nebraska • David Schmidt, Associate Broker, Concorde Management

Luncheon Session: Omaha Development Update *Fireside Chat with Jerry and Chris Rachel Jacobson, President, Heritage Omaha

1:00 PM-1:15 PM NETWORKING BREAK