2021 Chapter Leadership & Legislative Retreat

Chapter leaders can meet one-on-one with NAIOP’s senior staff experts to answer your most pressing questions related to chapter governance (Board and committees) and operations; marketing and communications; programs and events; sponsorships, and state and local legislative affairs.

By appointment only on a first-come, first-served basis.

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Hear from NAIOP President and CEO Thomas Bisacquino on the state of the association and what we're planning for 2021 and meet 2021 Chairman Molly Carson. Then, we begin to highlight the tremendous achievements of NAIOP chapter programs across North America, as we present the Chapter Merit Award winners in the Education, Legislative/Government Affairs, Membership, and Special Event categories. Congratulations to all nominees and winners!

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Jeff De Cagna

As 2021 begins, association decision makers everywhere are thinking about how they can create new and distinctive value for their stakeholders. To make innovation happen this year and throughout the "Turbulent Twenties," association staff and voluntary contributors alike must ask themselves a set of fundamental questions to clarify their intentions, focus their attention, and build sustainable momentum for the work of innovation. In this keynote talk, participants will begin the process of asking these six questions and receive actionable advice on how they can make innovation happen in collaboration with the stakeholders they serve.

This session will be organized around the following three questions:

1. What is the context in which association innovation will occur in 2021 and beyond?
2. What are the six questions that association decision-makers must ask to make innovation happen?
3. What do association decision-makers need to understand to move innovation forward with confidence?

Speaker:
Jeff De Cagna, FRSA, FASAE, Executive Advisor, Foresight First LLC

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The NAIOP Research Foundation commissioned Distinguished Fellow Kat Grimsley, Ph.D., to develop a Development Approvals Index to evaluate the transparency, consistency and accountability of municipal permitting and inspection processes. Learn how your chapter can use the index to serve as an industry benchmark and create added value for your members.
 
At the end of the session, attendees will be able to: 

• Empower members to call for best practices in development approvals in your jurisdictions.
• Provide members a tool to make informed decisions about expanding into new markets.
• Provide members with information that can help them attract investment to local markets.

Speakers:
Scott Adams, Partner, McGuireWoods LLP
Kat Grimsley, Ph.D., Director of the MS in Real Estate Development Program, George Mason University
Bryan James, Permitting Manager, Bohler

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Discover chapters’ biggest takeaways and lessons learned during the most disruptive year to happen to chapter events. Hear more about Chapter Merit Award-nominated programs in the following categories: Education; Legislative/Government Affairs, and Special Events. Capitalize on their great ideas and make them your own!

Presenters:
Hedley Warren, Marketing and Events Manager, NAIOP Northwest Florida
Jody Barry, Public Affairs Chair, NAIOP Central Florida
Joe Farr, Immediate Past President, NAIOP New Mexico
Debbie Koenig, Executive Director, NAIOP Georgia
Suzanne Kinney, President and CEO, NAIOP Arizona
Mike McGuinness, Chief Executive Officer, NAIOP New Jersey
Sean Zaher, Bus Tour Committee Co-chair, NAIOP Southern Nevada

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We are all faced with the challenge of responding to a crisis and “hyper change.” This two-part series will provide fiscal and financial strategies and guidance for nonprofit leaders and their organizations during this time of uncertainty. When and how should you protect your organization’s assets? How do you best position and deploy financial resources during a hyper change period until “true” recovery begins? 
 
In Part I, we will explore a thoughtful, management decision-making framework to use to protect an organization’s financial position during a period of disruption, uncertainty and hyper-change. We will discuss how to evaluate an organization’s financial health amid the impact of forces surrounding an unpredictable crisis, such as decreased funding, increased use of operating reserves, and changing demand for services and programs, all of which could lead to rapidly growing deficits. We will conclude by imparting a new strategy that pivots your focus in planning and assessment away from the performance of a fiscal-year/annual budget to that of three-month (90-day) rolling budgets. 
 
At the end of this session, you will be able to: 

• Develop a financial management framework that helps you protect financial health and communicate important decisions impacting mission delivery.
• Assess impact of changing conditions on financial resources and capacity to deliver on programs and operations.
• Implement a strategy shift in focus to planning and assessing performance through 90-day rolling budgets while overseeing the impact on operating reserves and financial health.

Speaker:
A. Michael Gellman, CPA, CGMA, Founding Principal/Shareholder, Fiscal Strategies 4 Nonprofits, LLC, and Sustainability Education 4 Nonprofits

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We are all faced with the challenge of responding to a crisis and “hyper change.” This two-part series will provide fiscal and financial strategies and guidance for nonprofit leaders and their organizations during this time of uncertainty. When and how should you protect your organization’s assets? How do you best position and deploy financial resources during a hyper change period until “true” recovery begins?

In Part II, we will tackle the difficult challenge of balancing the delivery of your organization’s mission with the protection of your financial health. We will discuss nonprofit financial statement oversight related to the balance sheet and the impact on organizational sustainability and financial health. Using sample reports from a case study, we will explore how to assess balance sheets with an emphasis on identifying weaknesses and protecting strengths.

At the end of this session, you will be able to:

• Understand how balancing mission and financial health during uncertain times is different in the short-term until true recovery begins.
• Recognize and assess strengths and weaknesses in balance sheets that are under stress during disruptive, uncertain times.

Speaker:
A. Michael Gellman, CPA, CGMA, Founding Principal/Shareholder, Fiscal Strategies 4 Nonprofits, LLC, and Sustainability Education 4 Nonprofits

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Events with face-to-face attendee interaction will undoubtedly recover in the post-pandemic world, but how can you capitalize on the virtual tools available now? Listen in on a conversation between two leading association meetings experts as they explore these questions and discuss how we utilize the opportunities we currently have in the interim.

At the end of the session, you will be able to:

• Discover other event formats, delivery methods and what other organizations are doing and lessons learned.
• Create different opportunities for attendee engagement in a non-traditional environment.
• Prepare to bring in-person events back in different ways.

Speaker:
Deirdre L. Clemmons, CMP, CAE, Senior Vice President, Events and Strategic Partnerships, Airports Council International

Facilitator:
Carrie Abernathy CMP, CEM, CSEP, Speaker, A Woman with Drive

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The COVID-19 pandemic has caused an economic slowdown that resulted in revenue shortfalls for states from lost sales taxes, fees and other revenue sources. States are required to have revenues equal expenditures in order to maintain a balanced budget. This session will focus on state efforts to address these shortfalls through taxes, fees and other potential revenue sources.

Speaker:
Jared Walczak, Vice President of State Projects, Tax Foundation

Facilitator:
Toby Burke, Associate Vice President of State and Local Affairs, NAIOP

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Hear about NAIOP’s top public policy issues for 2021 from Aquiles Suarez, NAIOP Senior Vice President for Government Affairs. We'll also continue celebrating our Chapter Merit Award winners, recognizing Outstanding Leadership by a Chapter President, Outstanding Contribution by a Chapter Executive or Administrator, Volunteer of the Year, and Chapter of the Year. Congratulations to all nominees and winners!

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When leaders bring diversity and inclusion into their leadership practices, they strengthen the culture and become much better equipped for the future. In this session, we share the critical, must-know practices for leaders to minimize hidden bias, empower under-represented team members, and create a profitable culture of inclusion. While based on the most current and relevant research and behavior science, the training is practical and actionable.

After this session, leaders will have a greater understanding of diversity and inclusion, as well as simple, practical tools to strengthen their leadership skills. Employees will leave with key takeaways and tools they can use to be more inclusive with all colleagues. A powerful differentiator in this deliverable is the use of the speaker's proprietary model - the ARC Method. 

Learning Objectives:

• Learn why a diverse workforce is critical in today's competitive job market
• Discover the core of implicit bias and its effect on hiring, promotions, and leadership development
• Practice the ARC Method to identify powerful questions that can be used to challenge the status quo and set organizational priorities

Speaker:
Bernadette Smith, CEO, Equality Institute

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President Joe Biden’s campaign tax proposals would have far-reaching consequences for the commercial real estate industry. This session will detail aspects of the Biden tax plan that impact the industry, including proposals affecting capital gains tax rates, Section 1031 like-kind exchanges, carried interests, and leasehold depreciation schedules, among others. The session will include a discussion of the legislative outlook for the Biden tax agenda in the House and Senate.

Speaker:
Aquiles Suarez, Senior Vice President for Government Affairs, NAIOP Corporate

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As a follow-up to the keynote talk on this topic, this concurrent session will be a deeper dive into the significance of the six questions that association decision-makers must ask to make innovation happen. In addition, you will begin to develop your first drafts of answers to the six questions in collaboration with other participants, and receive feedback from colleagues. This interactive session will help you jump-start your innovation efforts and put you on the right pathway to making innovation happen in 2021.

Speaker:
Jeff De Cagna, FRSA, FASAE, Executive Advisor, Foresight First LLC

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We know that active member engagement makes recruitment and retention easier. In a changing world, how do we deepen relationships and increase inclusivity while still meeting members' needs and expectations? Explore the power of an engaged online community, how to integrate the virtual with the in-person, and tactics to better understand the motivations of our members.

Learn more about NAIOP’s upcoming online community platform so you're ready before the launch as it becomes THE must-have tool – delivering content, discussion and resources to connect your members to each other and to your chapter.

At the end of the session, you will better understand:

• The power and importance of community.
• Your member’s motivations and expectations.
• How to use an online community to engage and build relationships.

Speaker:
Joshua Slyman, Senior Community Manager, Higher Logic

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When leaders bring diversity and inclusion into their leadership practices, they strengthen the culture and become much better equipped for the future. In this session, we share the critical, must-know practices for leaders to minimize hidden bias, empower under-represented team members, and create a profitable culture of inclusion. While based on the most current and relevant research and behavior science, the training is practical and actionable.

After this session, leaders will have a greater understanding of diversity and inclusion, as well as simple, practical tools to strengthen their leadership skills. Employees will leave with key takeaways and tools they can use to be more inclusive with all colleagues. A powerful differentiator in this deliverable is the use of the speaker's proprietary model - the ARC Method. 

Learning Objectives:

• Discuss practical solutions to create a culture of inclusion that helps you retain top talent
• Practice the ARC Method of communication, used to gain clarity in any situation

Speaker:
Bernadette Smith, CEO, Equality Institute

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Take this opportunity to connect with leaders who are in similar chapter roles or have similar leadership issues to discuss burning topics, share chapter challenges, and explore new ideas and best practices. Come away with suggestions and tips for new and enhanced initiatives!

Roundtable groups or topics are subject to change. Conversations will not be recorded.

• President/President-Elect – Large/Medium Chapters
• President/President-Elect – Small/Medium Chapters
• Treasurer/Finance Chair
• Developing Leaders Chair
• Diversity
• Government Affairs
• Marketing & Social Media
• Membership
• Mentorship
• Programs & Education
• Sponsorships
• Volunteer Management

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NAIOP President and CEO Thomas Bisacquino will wrap up the conference and briefly discuss the upcoming legislative fly-in event, where chapter leaders will have the opportunity to connect in person with their representatives on Capitol Hill (when it is safe to do so) and advocate for the commercial real estate industry.

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