Real Estate Strategies for the Growing Business – Market Trends, Tactics &...

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Goodwin Offices

The New York Times Building, 620 8th Avenue

26th Floor

New York City, NY 10018

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Real Estate Strategies for the Growing Business – Market Trends, Tactics & Incentives
hosted by
The NYC CFO Leadership Council
Wednesday, November 7, 2018
8:00 AM to 8:30 AM Networking | 8:30 AM to 10:00 AM Program


For many growing businesses, office space 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 our panel of local real estate experts and finance leaders on Wednesday, November 7th as we discuss “Real Estate Strategies for the Growing Business – Market Trends, Tactics & Incentives”.

Our speakers will discuss the latest trends and market insights for the metro New York real estate market. We will help you develop the right approach for your business, including traditional office leases, flexible office space and hybrid approaches. In addition, we’ll highlight available incentive programs to help minimize the costs of expansion.

Learning Objectives:

  • Understand 2019 office market forecast, including rents & vacancy rates

  • Determine the pros & cons of real estate strategies (traditional leases vs. flexible office space)

  • Identify available incentive programs for office lessees

Breakfast and networking is from 8:00 a.m. to 8:30 a.m. Our program will start at 8:30 a.m. and end at 10:00 a.m.


Speakers


Click here to learn more about CFO Leadership Council.


Registration

To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.

Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $75.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, NYC Chapter at debbie@cfolc.com.


Cancellation Policy

If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.


CPE Information

Instructional method: Group-Live
Recommended CPE Credits: 1.8 CPE credits in Economics (NY State – Advisory Services)
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


About Our Speakers

Michael Kleinberg, President and Partner, MKDA

Michael Kleinberg is president and partner at MKDA, where he is responsible for the firm’s strategic direction as well as ongoing business and client development.

As a senior partner for decades, Michael has been integral to the diversification of the firm into new client sectors and service lines. Throughout the day-to-day operations of the firm, he provides project oversight from the pre-lease phase through project completion.

Michael is a longstanding member of the Real Estate & Allied Trades Division Executive Committee of the UJA Federation of New York, The Real Estate Board of New York (REBNY), and International Facilities Managers Association (IFMA). He has been featured in numerous media outlets, including the New York Times, Real Estate Weekly, Commercial Observer, Interior Design and Real Estate New York, among many others.

Daniel Organ, Director, Brokerage Services, Cushman & Wakefield

Daniel Organ is a Director in the New York City office of Cushman & Wakefield. Mr. Organ specializes in Tenant representation of a wide range of clients, including start-up technology companies, media, law firms, financial services firms, and non-profit organizations for both lease acquisitions and space dispositions. His attention to detail and thorough understanding of the local real estate market have resulted in superior execution and substantial savings for his clients. Most recent assignments include the relocation for the law firm Outten & Golden, the first independent offices for the non-profit organization Women’s Refugee Commission, and the relocation of Numerix.


Mr. Organ joined Cushman & Wakefield in 2011 as an office leasing specialist. Previously, Mr. Organ worked with Equity Group Investments in both Chicago, Illinois and Rio de Janeiro, Brazil assessing residential and mall development in Brazil.

Professional Affiliations/ Accreditations

Member of the Real Estate Board of New York

Education

Graduate of Hobart College with a degree in Economics

Lisa Smith, Senior Director Finance, Milk Bar

Lisa Smith has been a member of the Milk Bar team since January 2018. Specializing in start-ups and food services finance, she began her career as an accountant at Ernst and Young, as well as Lincoln Center and Teach for America. She then took a role at Goldman Sachs, focusing on FP&A for GS Bank.

For her next career step, Smith aligned her true passion for fast paced start-up environments and food at Plated - one of the first and most successful meal-kit companies based in New York City. The extreme growth and complexities of the emerging industry cemented her love for tech and cuisine. Milk Bar has seen much of the same growth, and Smith is thrilled to help usher the industry into the future for many years to come.

George Tobjy, Managing Partner, Tax, KPMG, LLP

George has over 30 years experience assisting international and domestic companies with site selection, tax and financial analysis, and negotiating relocation and expansion incentive packages. Currently, George serves as a senior engagement director for all phases of business incentives, location analysis, and real estate project activities and assists development organizations worldwide with investment attraction and promotion activities.

Prior to joining KPMG, George managed international investment activities for The Port Authority of New York and New Jersey, resulting in the completion of over 140 major investments in region over a ten year period. During positions in Europe and New York, he provided a range of site selection, incentive negotiation and logistics services to investment prospects. George’s background includes experience in implementing comprehensive tax and non-tax incentive agreements, including foreign trade zone benefits for manufacturing, consumer products, technology, pharmaceutical, media, distribution and financial services companies.

George is an active member of the CoreNet Global, British American Business International and the German American Chamber of Commerce. George earned his BA from the State University of New York at Albany and a Masters in City and Regional Planning from Pratt Institute.

Professional and Industry Experience

  • Has completed several economic impact analyses and investment attraction studies for organizations throughout North America and Europe.

  • Negotiated and secured a $25 million package for an automotive headquarters operation in New York.

  • Negotiated on behalf of a pasta manufacturing distributor an incentive package of $17 million in Iowa.

  • Secured over $8M in incentives for a major pharmaceuticals company in New Jersey.

  • Successfully managed location and incentives projects for over 50 companies including IBM, Sony AT&T, Avaya, Bayer Healthcare, Novo Nordisk, Cigna, Crate and Barrel, Standard Chartered Bank, Mercedes Benz, Sandoz, Shiseido Cosmetics, and Mimeo.com.

Education, Licenses & Certifications

  • Pratt Institute, MS City and Regional Planning

  • University of Albany, NY; BA Sociology and History


Date and Time

Location

Goodwin Offices

The New York Times Building, 620 8th Avenue

26th Floor

New York City, NY 10018

View Map

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