This is a past event please click  HERE  for the upcoming program.
7:20 AM
Breakfast & Registration For Small Group Meeting Attendees
7:35 AM
Going From Small To Mid-Sized Property Manager (For Property Managers/Owner/Operators Only)

Are you a small building owner looking to expand rapidly and want to make sure your property management function can easily expand with you? Looking at larger buildings and wondering how you should treat them differently than your current buildings?  Should you hire a senior executive to manage the function for you or outsource functions? Are you leaving your home market and looking for the best way to keep tabs from afar? This session is here to answer all of your property management questions as you expand

Sarah Laidler

Designated Broker & Principal
Accolade Property Management Group

Ned Grace

Partner
KangaRent LLC

Michael Park

Managing Partner & Co-Founder
Rent Bridge, LLC
8:00 AM
Breakfast & Registration For All Conference Attendees
8:25 AM
Large Firm Property Management Senior Executive Forum- What Is In The Planning Stages? What Are The Drivers Of Your Property Management Big Decisions?

• Demographics impact
• As the unemployment goes down how are you keeping/finding your staff? 
• How will higher interest rates impact your decision to rehab?
• What is rent growth looking like?
• Strategies in different markets
• When do you outsource? When do you keep in-house? When do you use multiple vendors?
• Do you rotate managers? When is it an effective strategy?
• Electric cars & Technology game changers-Impact on single family homes  and property managers
• Home automation-what you need to include
• Green/sustainability- economically reducing the environmental impact of your building

Matt Wares

VP, Construction & Maintenance
HomeRiver Group

Bryan Smith

EVP & President, Property Management
American Homes 4 Rent

John Plocher

Chairman & CEO
Northpoint Asset Management, Inc.

Inaas Arabi

VP, Property Management
Altisource

Kevin Ortner

President & CEO
Renters Warehouse
9:10 AM
Assessing New Technology & Home Automation Systems
  • How to approach a trade show meeting
  • Defining a smart home- What is expected in class “A”? What is trickling down? How much more rent do these amenities command?
  • Future-proofing residences and systems
  • What kind of products save management $$?
  • Accounting and construction management software-What do you like to see on your dashboard
  • You’ll never find a perfect system… What is perfect enough?
  • Evaluating hardware and support equipment needs for the new software
  • How big a factor is cost vs. functionality?
  • Technology evaluation for new building openings
  • What was the latest smart home application that you installed? How is it working out?
  • Mechanical locks and their advantages
  • Smart phone vs. remote control operation

Ken Davis

CEO & President
TaskEasy

Joshua Smith

VP, Operations
HomeRiver Group

Devoe Ward

Business Development Manager
Ingersoll Rand Residential

Stan Earnshaw

VP, Sales
PointCentral

Raymond Hespen

CEO & Co-Founder
Property Meld

Andrew Syrios

Partner & Acquisition Manager
Stewardship Properties
9:55 AM
Mergers & Acquisitions Of Property Management Companies
  • What property management companies are trying to gain through M&A
  • What trends are driving M&A in the industry?
  • Post M&A integration
  • Earn outs and structuring the deal
  • Legal stuff
  • Mergers vs. joint venture
  • Company valuation methodology
  • Putting lipstick on a pig-How to dress up your company if you are looking to get bought
  • Portfolio vs. entity purchase

John Hirschfeld

Chairman & President
HomeRiver Group

Tom Sedlack

General Manager & Co-Owner
33rd Company, Inc.

Greg Kurzner

CEO
Atlantic Property Management

Rudy Casanova

Owner
Global Strategic Business Process Solutions, Inc.

Vincent Deorio

Director, Mergers & Acquisitions
Mynd Property Management

Rick Venetico

CoFounder
Cash Flow Michigan
10:40 AM
Networking Break Courtesy Of:
11:05 AM
Asset & Property Management Outsourcing Vs. Keeping In-House Vs. Hybrid Approaches

• Why do you keep in-house? Why do you outsource?
• Cost-based decisions
• Out-of-state properties: What are the best options?
• Overseas options-Is it worth the $$ saved?
• Virtual assistance
• Fees vs. in-house cost
• Evaluating property managers of managers
• I didn’t plan to outsource but I need it… Is it worth the decreased cash flow?
• Menu-based approaches… Outsourcing some asset management functions, keeping others in-house
• Property & asset management due diligence best practices-initial selection, aligning interests, transparency, working out conflicts & on-going performance measurement/monitoring
• Structuring your operation-centralized vs. de-centralized; departmental vs. portfolio-taking advantage of multi-building & geographic efficiencies
• Finding, retaining & staffing ratios for different apartment types
• Changing management companies & asset management vendors-best practices

Travis Buchanan

SVP, Business Initiatives
American Homes 4 Rent

Bryan Jenkins

Principal Broker
AHI Properties

Russell Alt

Director, Operations
CrestCore Realty LLC

Geraldine Barry

Principal
Geraldine Barry & Associates

Kevin Knight

President & Broker
Liberty Management, Inc.
11:50 AM
Identifying & Attracting The Tenant… Marketing/Leasing & Evaluating Best Practices For Social Media Vs. Traditional Strategies

Part 1: The Property… Marketing to Attracting the Tenant

  • Rental Price Determination
  • Opening and managing: new, renovated, existing

Part 2: The Tenant: Identifying, Evaluating & Leasing

  • The importance and challenges of landlord referrals
  • Improving the leasing process, strategies that integrate tech

Part 3: Social Media Vs. Traditional Strategies, Best Practices

  • Building Brand Trust
  • Metrics to use
  • Marketing: materials/websites
  • Social Media Strategies

Sherry McKillop

COO
Avoid Crappy Tenants®

Jolie Smith

President, CEO & Broker
Conquest Property Management, Inc.

Kareem Fleming

Owner & Broker
KaZo Properties LLC

Rob Martin

SVP
Rhapsody Property Management Services

Sean Lee

Senior Business Manager
Zillow Group
12:35 PM
How Can A Property Manager Maximize Property Value & Financial Performance? What Are The Benchmarks I Should Be Utilizing For Property Management

• Increasing ROI, monthly income & shaving operational costs
• Financial Performance: Which financial metrics are property managers responsible for and how do they control them?
• Occupancy & delinquency numbers
• Finding ancillary revenue
• Capital expenditure ROI
• Impact of hold period
• Are green programs money makers?
• Different ROIs of different capital improvements
• Pluses and minuses of using business intelligence and data integration programs
• Cost segregation and depreciation

Rich Ford

CDO
Roofstock

Isaac Kyle

Partner
GOAL Property, LLC

Jordan Muela

CEO
LeadSimple

Brian Shields

VP
Mynd Property Management

Clay Lehman

President
Resolute Asset Management

Lou Brown

CEO
Certified Affordable Housing Providers
1:20 PM
Lunch

Please sign up for the optional roundtables at registration:

  • Austin/Houston
  • California
  • Dallas (City)
  • Dallas (Suburban) 
  • Florida/Georgia
  • Midwest
2:20 PM
Property Management Technology-Build Vs. Buy Vs. Outsource

• Supplementing foundation systems
• What have you been doing to replace the spreadsheet?
• Customization options
• The onboard
• Should you be in the business of technology?
• People costs and expertise
• What systems did you develop in-house? Which one(s) did you outsource?
• Using outside consultants to develop in-house software-The pros and cons
• Keeping systems up-to-date
• Protecting data integrity

Michael Park

Managing Partner & Co-Founder
Rent Bridge, LLC

Rachel Graham

Director of Marketing
Buildium

Pete Neubig

Broker & Co-Founder
Empire Industries LLC

Adam Haleck

President
Northpoint Asset Management

Stan Earnshaw

VP, Sales
PointCentral
3:05 PM
Maintenance & Rehab Best Practices-SFR

• Finding and hiring subs
• Lease option type properties and their options
• How do you handle the yard?
• How low can your maintenance expenses go? What was your latest initiative in cutting costs?
• Technology best practices
• Deferred maintenance policy
• Different property types-Expense expectations vs. reality
• Selling your property-What do you look to do?
• Market conditions when you might not want to rehab
• Factoring in rising material & labor costs 
• Reversing methamphetamine use residue contamination
• Developing operating & capital budgets

Ken Davis

CEO & President
TaskEasy

Thad Tarkington

CEO
FilterEasy

Tim Barhite

Director, Operations
Homee, Inc

DD Lee

Owner
Skyline Properties Group, Inc.

Michael Finch

EVP & Principal
SVN|SFRhub Advisors

Samuel Tucci

CEO
Resolute Property Solutions
4:05 PM
Networking Break Courtesy Of:
4:30 PM
Utility & Payment Developments

• Working with utilities on energy efficiency and different energy types-Should you pass the costs onto your tenants?
• How much can you make on cable, telephone and internet access?
• What kind of data will help you in a negotiation?
• Service level agreements and what you need to know
• Pricing-How low will they go?
• How are you collecting rent? Evaluating new payment alternatives for residents
• What are the benefits and costs of forcing electronic payments vs. traditional methods ?
• Are you accepting crypto currencies?
• Phone apps-What to look for
• The cost side… Traditional credit card processing fees vs. banks fees vs. new economy fees
• Staffing different approaches

Leilani Quinata

COO
FuseOn Connections, Inc.

Scotty Mitchell

CEO
American Real PM

Colin McFaul

Chief of Staff
Atlas Lane

Antonio Gipson

Senior Property Manager
JoGip Property Management

Erin Landis

Agent & Owner
Moxie Property Management

Mike Bryson

Partner
Rockstar Properties
5:15 PM
Property Management-The Small/Medium Sized Firm “C” Management Session

• Managing the 4-plex market
• Software that makes sense
• Should you hire a property management company? Fee structures for all vendors
• Green best practices on a small scale
• When can you use an internal property manager?
• Metrics for the small firm
• Mobile apps-What do you use?
• Tenant management
• What to look for in a demo
• Integrating personal and business programs
• Is managing by exception effective? Determining what/when you should get involved with

Andrew Jones

Team Leader
Yardi Systems

Douglas Skipworth

Co-founder & Principal Broker
CrestCore Realty LLC

Steve Rozenberg

Co-Founder
Empire Industries Property Management & Realty Services

Matthew Whitaker

Founder & Director, Market Development
gkhouses

Logan Waller

Broker Owner
Waller Group Properties
6:00 PM
Networking Reception Courtesy Of:
7:00 PM
Conclusion of Day 1
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Event Contacts for Inaugural Residential Property Management Forum

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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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