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Budget and Forecasting 5.0 - The Next Evolution

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The budgeting and forecasting process is one of the most important components in a commercial or investment real estate company's strategy. An organization's success or failure can depend on the accuracy and reliability of these mission-critical processes. Every year we explore and review the new advancements and foremost innovation in this area, and the last 12 months have brought many new developments such as new SaaS model platforms, enhanced scenario planning, more robust lease level features, better integration with multiple data sources, portfolio roll-ups, FASB adjustments, predictive analytics...and more. In this webinar we'll explore some of the most sophisticated thinking on budget and forecasting for commercial real estate.

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Panelists

headshot for Jeremy Poteet
Jeremy Poteet Brookfield Properties
Jeremy Poteet SVP, Information Technology Jeremy Poteet is SVP, IT of Rouse Properties, one of the largest regional mall owners with a geographically diverse portfolio and includes 38 malls a
headshot for Jeremy Poteet
Jeremy Poteet
SVP, Information Technology
Brookfield Properties

Jeremy Poteet is SVP, IT of Rouse Properties, one of the largest regional mall owners with a geographically diverse portfolio and includes 38 malls and retail centers encompassing 24.5 million square feet. Jeremy has over ten years in real estate and information technology management consulting focused in the REIT, development, construction management and home-building sectors.

headshot for Ian Turnbull
Ian Turnbull First Capital REIT
Ian Turnbull VP, Special Projects Ian Turnbull is CIO at First Capital Realty, a Canadian public real estate company that develops, owns and operates over 23.8 millions gross leasable
headshot for Ian Turnbull
Ian Turnbull
VP, Special Projects
First Capital REIT

Ian Turnbull is CIO at First Capital Realty, a Canadian public real estate company that develops, owns and operates over 23.8 millions gross leasable area of urban retail properties.

headshot for Mike Goode
Mike Goode Altus Group
Mike Goode VP
headshot for Mike Goode
Mike Goode
VP
Altus Group

headshot for Barry Faulkner
Barry Faulkner RealFoundations
Barry Faulkner Enterprise Managing Consultant Barry Faulkner is an Enterprise Managing Consultant at RealFoundations with over 25 years of experience in the real estate industry. He has led engage
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Barry Faulkner
Enterprise Managing Consultant
RealFoundations

Barry Faulkner is an Enterprise Managing Consultant at RealFoundations with over 25 years of experience in the real estate industry. He has led engagements supporting M&A transactions that represent over $70 billion in enterprise value. Barry’s work has centered on merger integration, transaction support, business strategy development and implementation, shared services implementation, operational improvement, and change management. He has extensive operational and investment experience with office, multifamily, industrial, single-family rental, LIHTC, student housing and retail assets.

headshot for Andy Welkley
Andy Welkley MRI Software
Andy Welkley Sr. Product Marketing Manager Andy Welkley is a Product Marketing Manager for MRI Software, where he drives product strategy and direction for the company’s financial, commercial a
headshot for Andy Welkley
Andy Welkley
Sr. Product Marketing Manager
MRI Software

Andy Welkley is a Product Marketing Manager for MRI Software, where he drives product strategy and direction for the company’s financial, commercial and retail property management solutions. Andy is passionate about leveraging the power of data to drive actionable decisions across organizations, and he enjoys developing and teaching best practices that support the needs and requirements of MRI clients.

headshot for Rich DiMeo
Rich DiMeo Yardi
Rich DiMeo Regional Director, Solution Consultant Rich brings 15+ years’ experience in business and software solutions for multiple industries including real estate, facilities management, constructio
headshot for Rich DiMeo
Rich DiMeo
Regional Director, Solution Consultant
Yardi

Rich brings 15+ years’ experience in business and software solutions for multiple industries including real estate, facilities management, construction, engineering, professional services, service and maintenance. Rich combines business and technology skills with industry-specific knowledge to create value for customers. He is an accomplished leader in technology solutions in ERP software, Analytics, Mobility, and SaaS. Prior to his time in technology, Rich spent a decade in operations in the real estate, construction and engineering industries.

headshot for Johnny Clemmons
Johnny Clemmons SAP
Johnny Clemmons Global Industry Director & Chief Engineer - Real Estate & Construction
headshot for Johnny Clemmons
Johnny Clemmons
Global Industry Director & Chief Engineer - Real Estate & Construction
SAP

headshot for Anthony Nazzaro
Anthony Nazzaro ClickPay
Anthony Nazzaro Chief Operating Officer
headshot for Anthony Nazzaro
Anthony Nazzaro
Chief Operating Officer
ClickPay

Webinar Sponsors

Our thanks to the following solution providers for sponsoring this webinar.

GOLD SPONSORS

Altus Group sponsor logo
MRI Software sponsor logo
RealFoundations sponsor logo
SAP sponsor logo
Yardi sponsor logo

SILVER SPONSORS

Trimble sponsor logo
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