For many growing businesses, real estate represents not only a significant expense, but a key component of both personnel strategy and company culture. To find the right space for your business, join us as our local real estate experts and finance leaders discuss Real Estate.
Our speakers will discuss the latest trends and market insights for the current real estate market. They will help you develop the right approach for your business, including traditional office leases, flexible office space and hybrid approaches. In addition, they will highlight available incentive programs to help minimize the costs of expansion.
- Understand the current office and industrial market forecast, including rents & vacancy rates.
- Understand the workplace trends amongst office using companies.
- Understand the latest in office and warehouse design, and amenities which companies are using as a tool to attract and retain talent.
- Determine the pros & cons of real estate strategies (traditional leases vs. flexible office space.)
- Identify available incentive programs for office and industrial leasees.
- Impact of rising real estate and construction costs on companies' overall occupancy strategies.
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All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $65.
PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY. (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.
Instructional method: Group-Live
Recommended CPE Credits: 1.8 Credits in Specialized Knowledge
Experience Level: Basic
Prerequisites/advance preparation: None
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, SoCal Marketing Director, The CFO Leadership Council at email@example.com, or Stacy Hall, Regional Director, The CFO Leadership Council, at firstname.lastname@example.org.
If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.
ABOUT THE SPEAKERS:
David Marino, Executive Vice President, Hughes Marino - David Marino is well-respected member of the San Diego CFO Leadership Council Steering Committee, and executive vice president of Hughes Marino, the largest tenant representation company in San Diego. Hughes Marino is committed to only representing tenants in their lease and purchase transactions of commercial space.
David specializes in high-value, time-critical and complex transactions for technology, life science and business service companies. He is an expert in the strategic planning, market assessment, financial analysis, business terms structuring and negotiations aspects of commercial real estate. David has an in-depth command of the entire facility lease, purchase and disposition process. David has been exclusively representing tenants since 1991, completing over 15,000,000 square feet, comprised of over 1,000 transactions.
Selected public company clients include Alphatec Spine, 150,000 SF; Cytori, 18,000, 60,000 and 91,000 SF; Encore Capital, 9,000, 25,000, 32,000 SF and 51,000 SF; Entropic Communications, 8,000, 24,000, 30,000, 90,000 and 132,000 SF; Kratos, 33,000 SF and national assignments including Orlando for 92,000 SF; LRAD, 31,000 SF; Peregrine Semiconductor, 23,000, 25,000 and 48,000 SF; Silicon Valley Bank, 2,000, 5,000 and 8,000 SF; Volcano Corporation where David did all of their work in North America for over a dozen leases from 3,000 to 93,000 SF; Senomyx 65,000 SF; EcoATM, 53,000 SF; and Sequenom Inc., 82,000 SF.
Selected venture-backed and private equity-backed clients include Mitchell International, 141,000 SF; SmartDrive Systems, 4,000 SF, 13,000 SF and 23,000 SF; Tritech Software, 40,000 SF; and Xifin for 60,000 SF. Other notable clients include BioLegend, 9,000 and 66,000 SF; Competitor Group, 57,000 SF; Cooley LLP, 90,000 SF; D&K Engineering, 71,000 SF; Glanbia Nutritionals, 104,000 SF; Hallmark Circuits, 72,000 SF; Provide Commerce, 30,000 SF, 60,000 SF and 154,000 SF; Quantum Design for 49,000 SF and 50,000 SF; and The Scripps Research Institute for 112,000 SF.
Melissa Bacon, Director, Accounting Advisory Services, KPMG - As a director in KPMG’s Accounting Advisory Services practice with more than 9 years of assurance and advisory experience, Melissa provides accounting and financial reporting advisory services under U.S. GAAP and IFRS focusing on mergers and acquisition transactions, divestitures, initial public offerings, and the assessment and implementation of new accounting standards across all industries. Her primary focus is in the engineering and construction industry.
Over the past few years, Melissa has worked on a number of different projects helping companies adopt new accounting standards, focusing on the new revenue and leases standards. Melissa is a graduate of California Polytechnic State University, San Luis Obispo with a degree in business administration and is a certified public accountant in California.
Philip Slavin, CFO, Glampotel & Explorer1 Music - For over 20 years, Philip Slavin has been a relationship-driven international commercial executive with extensive experience and demonstrable track record in leading financial strategy to maximize profit margins and ROI. As an excellent influencer with an ability to forge effective partnerships with Executives and Investors alike, Philip has shown an ability to deliver results in fast-paced, complex & global matrix environments time and time again.
His experience as a financial executive in big five accounting firms such as Arthur Anderson and Deloitte & Touche, paved the way for his responsibility as a CFO, U.S. for Unibail-Rodamco-Westfield where he was responsible for 35 properties, comprising 44.2m square feet of gross lettable area with over 6,500 retailers and a combined valuation of $34.5bn. Today, Philip serves as CFO for Glampotel & Explorer1 Music, the leading provider of glamorous camping accommodation around the world.
Philip earned his Bachelor’s degree from the University of Bristol in the United Kingdom.