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Commercial Real Estate Conference - HYBRID

Overview

The commercial real estate sector thrives on staying current with market trends, regulatory changes, and best practices.  Whether you are a seasoned expert or a newcomer, this Conference is pivotal for professionals seeking to stay informed and stay ahead.  If you service commercial real estate developers regarding tax structure, compliance or planning techniques, you will appreciate the technical insight from respected professionals in your field.   

PLEASE NOTE:  We understand that plans can change. If you are registered for in-person attendance but need to switch to online, please inform us at least 7 days before the event. This is due to catering arrangements made within that time frame. Failing to notify us within 7 days will incur a $50 switch fee.

Designed for: CPAs who work in commercial real estate or who advise clients in this area. 

Agenda:  We are updating the agenda and event details, so be sure to check back for more information. 


 

Agenda

Tuesday, Dec 9th

8:55AM TO 9:45AM / General Sessions

Karen Koch, Senior Director, Source Advisors

Stephen Lukinovich, Real Estate Industry Partner, Cherry Bekaert Advisory LLC

This session provides a technical overview of recent legislative and regulatory developments impacting the commercial real estate sector. Discussion topics will include real estate taxation and incentives, strategic planning considerations for developers and investors, and detailed guidance on the Safe Harbor Transition Rule with a focus on energy credits, elective payments, and compliance implications.


9:50AM TO 10:40AM / General Sessions

Uric Dufrene, Sanders Chair in Business, Indiana University Southeast

Gain a broader perspective on the economic forces shaping today's business and real estate environment. This session will examine key trends in interest rates, inflation, construction costs, and overall economic growth, and how these factors influence development, financing, and investment decisions. Attendees will gain a clearer understanding of the economic indicators driving market performance in Kentucky and beyond, and what they reveal about the outlook for 2026 and beyond.


10:50AM TO 11:40AM / General Sessions

Chris Reitz, Senior Director of Artificial Intelligence, Elevance Health, Inc.

Discover how artificial intelligence is reshaping the commercial real estate landscape. From market research and property valuation to workflow automation and client engagement, AI is driving greater efficiency and smarter decision making. This session will explore practical applications, current tools, and emerging trends that are redefining how real estate professionals analyze data, manage portfolios, and uncover new opportunities


12:15PM TO 1:05PM / General Sessions

Valecia Cirsafulli,

Preserving history while promoting progress can present both challenges and opportunities for real estate professionals. This session explores the intersection of historic preservation and commercial real estate development.


1:15PM TO 2:05PM / General Sessions

Duwayne Sibley, Cost Segregation Director, Bennett Thrasher

Cost segregation studies can significantly accelerate depreciation deductions and improve cash flow for property owners but they also require careful analysis and documentation. This session will provide a detailed look at the technical, tax, and compliance aspects of cost segregation.


2:10PM TO 3:00PM / General Sessions

3:10PM TO 4:00PM / General Sessions

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

REC129

Registration

Member Price:
$324 $374
Non-member Price:
$424 $474
Register by November 25th for Early Bird Pricing.

Registration is open through 12/08.

Tuesday, December 9th

8:00am to 4:00pm
(Check-In 7:30am)

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Gratzer Education Center

1735 Alliant Ave.
Louisville, KY 40299

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