Agenda 2016

Monday

August 8

6:00  – 8:00 pm

Registration and Cocktail Reception
17th Floor of the Trump Hotel & Tower  – Grand Salon

Tuesday

August 9

Registration
16^th Floor of the Trump Hotel & Tower – Grand Foyer

Networking Continental Breakfast
16^th Floor of the Trump Hotel & Tower – Skyline Room

Validate Your Instinct 2016: Welcome and Opening Remarks
Paul Sill – Founder and Senior Managing Director, Forum Analytics, A CBRE Company

Executive Fireside Chat: CBRE + Forum Analytics:  The Future of Real Estate Analytics
Anthony Buono – Global Chairman, Retail Executive Committee, CBRE
Paul Sill – Founder and Senior Managing Director, Forum Analytics, A CBRE Company

Well, in case you haven’t heard yet, in November of 2015 Forum Analytics was acquired by CBRE, the premier globally integrated real estate services and investment firm. It was a pretty big deal and a real industry game changer. CBRE is the largest retail brokerage in the country with 450 retail brokers representing over 1,100 retailers and servicing over 100 million SQFT of retail under CBRE management. In this opening session you’ll get to meet and talk with the primary architects of the acquisition, hear the vision for the future, and ask questions such as “Did you seriously negotiate to have CBRE pay for pinball maintenance at the office?” or “Paul, what’s it like to be the boss of nobody now?” and other burning questions on your mind.

The Big Picture: The Strategies Behind the Growth Stories
Gregg Benvenuto – Executive Director, US Franchising, Dine Equity (Applebees and IHOP Restaurants)
Joe Mutti  – Executive Vice President of Development, Cheddars Scratch Kitchen
Patrick Fore  – Vice President of Real Estate, Tijuana Flats

Moderated by Tony Conti – Executive, New Business Development, Forum Analytics, a CBRE company

In this moderated session, each of our seasoned client executives will share stories of how they have integrated or utilized SIMMS Online in their strategic planning process for both real estate and franchise development. We’ll discuss how existing assets are scored and considered against their peers, how SIMMS is shared with prospects, franchisees and executives, and how ultimate committee packets are produced for senior leadership to get the final stamp of approval on a new property.

Unlocking the Potential: CBRE Global Workplace Solutions Overview
Chris Perri – Senior Managing Director, Global Workplace Solutions, CBRE

Through facilities and project management, transaction services, and consulting, CBRE creates occupancy solutions that elevate the productivity of people and drive efficiencies across real estate portfolios. Learn how it can work your organization.

Networking Luncheon
16^th Floor of the Trump Hotel & Tower – Skyline Room

A Fabulous Taco Tuesday Buffet!

Integrated Real Estate Collaboration: How Franworth and CBRE Execute a Growth Strategy in Concert for Spavia
Mike Skitzki – Chief Development Officer, Franworth (Title Boxing, Spavia, Sweetwaters Coffee, Kalamata Greek Grill, and Lash Lounge)
Matthew DeBartolomeis – Vice President, Brokerage, Retail, CBRE

Franworth is the principal investment and operations arm of numerous franchise concepts, from early stage start-ups to established national brands. This session will showcase how they manage a centralized service platform and home office support function, with SIMMS playing just one small role. It will also highlight how they have elected to leverage the full real estate lifecycle by utilizing a single point of contact retail brokerage model, also utilizing and leveraging the work done by Forum Analytics.

Massive Mobile Data, Geo-Fencing and the Future of Consumer Tracking
Laura Schewel – CEO, Streetlight Data

Laura designed this session to answer every question you might have about StreetLight Data and massive mobile data more generally. She will dive deep into the industry players and help explain fairly and objectively, the key differences between data vendors. Massive mobile data is all the rage in real estate analytics and this session will arm you with the knowledge needed to decide for yourself whether it’s an investment worth making for your business.

Coffee and Tea Service
16^th Floor of the Trump Hotel & Tower – Grand Foyer

Ace Hardware and SIMMS: Building the Perfect Proforma
Wayne Foy – Divisional Finance Manager, Ace Hardware

Few people could argue with the results. Ace Hardware posted record revenue and profit figures for year ending 2015...pretty impressive given its 104-year history in American retailing. While we’d like to take all the credit for that success, the real credit lies with the exceptional process and workflow Ace created, coupled with exceptional people executing on a singular vision. In this session we are honored to have one of those exceptional Ace leaders describe how they elected to utilize SIMMS in building year one proformas for new investors. It has been an interesting evolution over the years and represents a great example of the prudent use of advanced modeling in day-to-day decision making.

Cocktail Reception
16^th Floor of the Trump Hotel & Tower – Grand Foyer

6:45 – 10:00 pm

Dinner at Trump Hotel
16^th Floor of the Trump Hotel & Tower – Grand Ballroom

Open seating, so grab a chair, a glass of your favorite libation, and enjoy a fabulous dinner from the Trump’s five-diamond rated kitchen

Wednesday

August 10

8:00 – 9:00 am

Registration
16^th Floor of the Trump Hotel & Tower – Grand Foyer

Networking Continental Breakfast
16^th Floor of the Trump Hotel & Tower – Skyline Room

Regression Modeling + Market Optimization:  An Executive Primer
Paul Sill – Founder and Senior Managing Director, Forum Analytics, A CBRE Company

Set your faces to stun as we explore the dark side of the moon. This session will provide the ultimate executive primer on understanding the power and purpose of regression modeling; what it can and can’t do for real estate planning and how it all feeds the concept of market optimization. We’ll discuss Rational Spacing and explore trade area delineation techniques for companies of all types and sizes, from varying data perspectives. We’ll close on how it all comes together to form a cohesive strategic and tactical decision-making solution.

Gettin’ It Done: From the Front Line User, Using SIMMS to Get it Done
John Gordon – Real Estate Manager, Smoothie King
Jim King – Sr. Director, Market Development, Rent-A-Center
Don Bush – Senior Analyst, Retail Real Estate, Verizon Wireless

Moderated by Kenna Brannon – Executive, New Business Development, Forum Analytics, a CBRE company

This session will provide front-line case studies and experience with using, managing, and deploying SIMMS systems and results across an enterprise. These experienced SIMMS users will share their successes, struggles, and best use case ideas on how they successfully manage their SIMMS solution for their companies. 

Channel Switching: Measuring Consumer Impact Across Multiple Channels
Paige Stover – Senior Director of Analytics, Forum Analytics, A CBRE Company
Anna Rusewicz – Senior Statistician, Forum Analytics, A CBRE Company
Taras Skavinskyy – Senior Statistician, Forum Analytics, A CBRE Company

What came first, online sales in a market, or retail traffic and sales?  Is your business the chicken driving the egg, or is it the egg acting as a showroom for the chicken?  In this session we’ll explore cross channel sales patterns historically and across industries.  We will also show examples of how, with the right data, we can help you develop a deeper understanding of how your business channels interact.

Networking Luncheon
16^th Floor of the Trump Hotel & Tower – Skyline Room

A Taste of Chicago Buffet Featuring Famous Chicago Style Pizza, Hot Dogs, and Much More!

Landlords & Placemaking: Creating Retail Destinations in an Omnichannel World
Melina Cordero – Director of Research, Retail, CBRE

As consumers increasingly turn online to shop, landlords must rethink traditional methods of attracting traffic and spend. In this context, “placemaking” has come to the fore as a key strategy landlords are leveraging to create attractive and engaging retail destinations. What is placemaking? What drives its success? And what are the implications for tenants today and into the future?

SIMMS Data and Feature Showcase
Paul Sill – Founder and Senior Managing Director, Forum Analytics, A CBRE Company
Luke Douglas – Chief Technology Officer, Forum Analytics, A CBRE Company
Peter Patnaude – Senior Managing Director, CBRE
Chris Mayer – Director, CBRE Global Workplace Solutions

• SIMMS 4.0 Functionality Showcase
• StreetLight National Real-Time Geo-Fencing Database
• Sequentra Lease Administration Showcase
• CBRE Data Showcase and Other Unique Data Options

   3:00 - 4:00 pm

Beer and Wine Available During this Session!

Client Jeopardy!  Clients Face a Series of SIMMS, Modeling, and Market Optimization Questions for Big Prizes
Mike Kormelink – Real Estate Director, Pure Barre
Alice Kreiner – Market Research Analyst, Sylvan Learning
Trey Spivey – Director of Real Estate, RaceTrac

Hosted by Paul Sill and Jodi Buczek – Forum Analytics, a CBRE company

A final test of their modeling and SIMMS acumen, three clients will face a gauntlet of rapid-fire questions in various categories.  Who says learning about the best practice applications of SIMMS and advanced modeling can’t be fun?  Now with a new CBRE category too!

4:00 – 4:15 pm

Attendee Awards

Fabulous Conference Attendee Prizes Including:

• The first conference registration award
• Attendee who generated the most SIMMS Reports in 2015 to date
• Attendee with the most VEXRAY submissions from both internal and external sources
• And Many More!

4:15 pm

Closing Comments and Conference Adjourns