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Program Details
Management 
Brokerage 
General 
Networking
FRIDAY, OCTOBER 16, 2009
Success Series Central – Open
7:00 am – 5:00 pm
Maximize your time at Success Series 2009 by interacting with colleagues from around the world. Visit with staff from IREM and CCIM and hear about the exciting services and benefits that come with membership. And stay in touch with your office at the Cyber Café.
Continental Breakfast 
8:00 am – 9:00 am
Enjoy breakfast while visiting with colleagues and Success Series sponsors.
Opening Ceremony and Keynote Speaker 
8:00 am – 9:30 am
Sponsored by REALTORS® Commercial Alliance
Opening Ceremony
Papahana wehena or opening ceremonies in Hawaii reflect traditional Hawaiian values, including ho’okipa (hospitality/welcome), ho’ihi (respect), aloha (compassion) and lokahi (inclusiveness). We begin with oli, or chants of welcome, laying a strong foundation for our conference. Hula kahiko (traditional dances) acknowledge our lands, history and heritage. Pule or prayer will bring us all together in the spirit of aloha as we work collectively toward a successful meeting.
Keynote Speaker
The Wall Street Journal refers to him as a "Star With Attitude." Known across corporate America for his energetic and innovative presentations, Keith Harrell is a dynamic life coach who specializes in changing behaviors through a positive attitude and understanding the power of human technology. He counts many of America's top corporations among his clients, including AT&T, Microsoft, FedEx, IBM, and Coca Cola.
At the core of success is the need for people to connect, whether it’s with tenants, owners or clients. Harrell will share his powerful message from his latest book "CONNECT: Building Success Through People, Purpose, and Performance" and will leave you wanting more and feeling energized about your business, career and personal goals.
Networking Break 
9:30 am – 10:00 am
Take a break. Grab a cup of coffee. Do some business.
Sites of Oahu Tour 
9:30 am – 2:00 pm
Open to Success Series attendees and their guests, this ticketed event offers a taste of Success Series and Honolulu. Begin the day with continental breakfast followed by the opening session. At 9:30 am you’ll depart the Hawaii Convention Center.
The Iolani Palace, home of King Kalakaua and his successor Queen Lilli’uokalani, is your first stop. The history of the Palace and a view of the Hawaiian Monarchy will be brought to life by the docent that escorts you through this historic landmark. Just across the street from the Palace is the Hawaii State Art Museum and your second stop. The galleries and exhibits of the museum will be open for you to view and take-in as you wish.
Finally, weather permitting, you’ll end your morning with a concert by the Royal Hawaiian Band on the grounds of the Iolani Palace. Enjoy your gourmet box lunch as the music and trade winds engulf you.
Fee: $85 by August 1 ($110 after August 1).
Concurrent Sessions 1-5
10:00 am – 11:30 am
Retail Real Estate: From One to Thousands (CS-1)  Sponsor: ESRI |
Richard O. Hadler, CCIM
Richard Hadler & Associates
Lake Forest, IL
As economic indicators across the U.S. change by the hour, with one region after another falling victim to the deepest recession in decades, retailers find themselves in a world where site selection decisions have become extremely challenging. Join Richard Hadler, CCIM, a former Walgreen Co. real estate executive for 31 years, as he shares his first-hand experiences with Walgreens, and his proven methods for site selection.
Hadler was responsible for the acquisition, development and construction of more than 900 Walgreens drug stores—exceeding $3 billion in new capital construction—and representing more than 14% of existing Walgreens stores nationwide.
In this session you will learn:
• What’s involved in selecting the right team
• How to get from a plan to reality
• The three most important questions to ask when evaluating a site
• How to determine the financials of a site, including the annual rent equivalent of a site and the three main components
Green: An Industry Perspective of Best Practices (CS-2) Sponsor: Envision Realty Services |
Steven Ring, CPM, RPA, LEED AP
Cushman & Wakefield of California, AMO®
San Francisco, CA
Miriam Campos-Root, CCIM, LEED AP
Prudential CRES IPG Comm. R.E.
Las Vegas, NV
As the green movement continues to mature, we have the opportunity to learn from and implement practices that have resulted in high performance sustainable buildings. This session will re-examine sustainable best practices and the applicability in the new economy. Insight will be given from the perspective of green leasing, financing, appraisal, risk management and implemented best practices.
Attend this session and walk away with:
• Relevant tools and resources to use in your business
• Strategies that will increase your edge among competitors and value to clients
• Insight into the Integrated Design Process, life cycle and payback analysis
Successful Women in Real Estate (CS-3)  |
Moderator:
Pamela W. Monroe, CPM
Community Realty Management, AMO®
Pleasantville, NJ
Panelists:
Jo Anne Corbitt, CPM
The Matthews Company
Nashville, TN
Patricia A. Lynn, CCIM
Lynn & Associates, Inc.
San Francisco, CA
Cynthia M. Clare, CPM
Kettler Management
McLean, VA
Rhonda West, CCIM, CPM
West Commercial Real Estate Service
Austin, TX
About 36% of commercial real estate professionals are now women. Throughout the industry, women are now chief executives, chief financial officers and, of course, brokers and real estate managers. But as in other industries—fewer than 25 women hold CEO positions within the Fortune 1000—women have a long way to go before achieving parity with men at the highest levels of commercial real estate. This esteemed panel of some of the industry’s leading women will discuss:
• The driving forces behind the progress women have made
• Their ability to create value for their companies
• What must be done to achieve real equality
Bridge Over Troubled Assets (CS-4)  |
Moderator:
Christopher Lee
CEL & Associates, Inc.
Los Angeles, CA
Panelists:
J. Benjamin McGrew, CPM, CCIM
Managewest, Inc.
Carmichael, CA
Richard F. Muhlebach, CPM, SCSM, CRE, RPA
Kennedy-Wilson Properties NW
Bellevue, WA
Robert T. Toothaker, CPM
CB Richard Ellis/Bradley, AMO
South Bend, IN
Make money in a weak economy and discover the opportunities! During this session you will learn from expert practitioners on how to be successful with distressed assets in today’s market. Understanding how the commercial real estate market got to where it is today is essential for figuring out what to do next. Avoid common risks associated with managing distressed properties and build a bridge of solutions.
In this session, you will learn how to:
• Restructure debt and find capital solutions
• Reposition the asset to maximize its value
• Obtain new business
• Preserve asset value through effective operations
• Avoid risk and prevent costly legal issues
Linda Peters
ESRI, Inc.
Redlands, CA
Taking the first step and deciding to invest in the U.S. commercial real estate market can be a difficult decision. A number of factors need to be considered when branching into a new country and geographical area. Having a good understanding of U.S. demographics is vital in determining the best approach. Investing in the U.S. requires the ability to gain a deep understanding of demographic data and trends, including population, income, housing and more. Global real estate professionals and foreign investors considering investment opportunities in the U.S. need to attend this session. Attendees will receive extensive demographic information providing the most current data on the entire U. S., including population, households, housing, income, age, race, educational attainment and growth trends. By attending this session, you’ll gain a solid understanding of U.S. market data for making the best investment decisions.
Success Series Lunch and Industry Conversation 
11:45 am – 1:45 pm
Participants:
Anthony Buono
CB Richard Ellis
San Diego, CA
Ted C. Jones, Ph.D.
Stewart Title
Houston, TX
Richard Juge, CCIM, SIOR
RE/MAX Commercial Brokers, Inc.
Metairie, LA
2010 President
CCIM Institute
O. Randall Woodbury, CPM
Woodbury Corporation
Salt Lake City, UT
2010 President
IREM
What to Expect in the New Economy
What unique challenges are corporations facing in the current real estate market, and what strategies are CEOs using to facilitate transactions for their brokers and managers? Driven by the economic malaise, real estate service providers have retooled their real estate plans in addition to their business plans. This industry power panel will share how their companies are dealing with the market’s challenges, as well as how they’re capitalizing on the unique advantages and opportunities such a downturn presents.
Being Hawaii, no gathering would be complete without a touch of the islands. Performances of Hawaiian music and hula ‘auana (modern hula) will set the mood for a festive midday pa’ina (party).
One ticket to this event is included in your full registration fee. Please note on the registration form if you are planning to attend this event.
Concurrent Sessions 6-10
3:00 pm – 4:30 pm
|
Steven R. Price, CCIM, CRE
Price Properties, Inc.
REalytics, LLC
Colorado Springs, CO
In the wake of the subprime mortgage meltdown, the commercial real estate market is showing all the signs of following in its path: a weakening economy, a credit crunch that is drying up lending sources and raising finance costs, a sharp drop in sales and sliding values. Within this market environment the potential for distressed real estate growth is unavoidable. Learn invaluable insights that will enable you to successfully seize the distressed commercial real estate opportunities in today’s market.
Attend this session and explore:
• The life cycle of a troubled asset
• Using industry knowledge to address troubled asset issues
• Business opportunities in the market
• Selecting the correct marketing path and confirming the probable price
• Key elements of a strong asset management disposition plan (AMDP)
Intercultural Business IQ for Commercial Real Estate Professionals (CS-7) |
Kazuo Nishiyama, Ph.D.
Professor Emeritus
University of Hawaii at Manoa
Honolulu, HI
Due to the current economic conditions of the U.S. real estate industry, now is the opportunity for American commercial real estate professionals to look for ways to infuse involvement from Asian countries. Despite the worldwide economic crises, Japan, South Korea and China have accumulated hundreds of billions of U.S. dollars in trade surplus. Professionals from these countries are seriously looking for opportunities to become more involved in commercial real estate. However, they are not adequately familiar and confident on making safe and profitable business decisions regarding commercial real estate in the US. Learn practical and effective strategies for doing business across cultures and gain a higher intercultural business IQ to become an expert on working internationally. Attend this session and you’ll obtain essential knowledge for working with Japan, South Korea and China, including:
• Cultural and social do's and don’ts
• Population demographics and statistics
• Government structures and restrictions
• Real estate transaction practices
Brokers are from Mars — Property Managers are from Venus: How to Maximize Success through Strategic Alliances (CS-8)
|
Moderators:
C. Mark Ambard, CCIM
Ambard & Company Commercial Real Estate
Kailua, HI
Angela Fullerton, CPM
MLG Management, LLC
Brookfield, WI
Speaker:
Dr. Lowell “Duke” Kuehn
Pacific Northwest Consulting Services
University Place, WA
What do property managers and brokers really think of each other? How can we improve communications to achieve a win-win result? In this session you will learn how to speak the language of the people on the other side of the deal. Be prepared to share your insights during these interactive 90 minutes designed to leave you with new techniques to foster teamwork, strategies to improve your reputation and real world practices you can implement immediately, ensuring greater success through strategic alliances.
You will leave this session with:
• New techniques to foster teamwork
• Strategies to improve your reputation
• Real world practices you can implement immediately, ensuring greater success through cooperation
Christopher Lee
CEL & Associates, Inc.
Los Angeles, CA
Chris Lee and his associates have been actively involved in the real estate industry for more than 30 years. They pride themselves on being current with the emerging trends, latest developments, innovations and events that have and will likely impact the real estate industry. Now, more than ever, Mr. Lee’s insights are invaluable to helping the forward-thinking leaders of this industry plan for future prosperity. While there are few indicators of calm seas ahead, there are incredible opportunities that exist for those organizations with a strong strategic plan and proactive posture.
Attend this session and gain perspective on:
• When the next growth cycle will begin
• Ten cornerstone strategies you must deploy to achieve success
• Why real estate is poised for major growth through the year 2030
• New real estate markets and products that will prosper in the years ahead
Natalie D. Brecher, CPM
Brecher Associates, Inc.
Redondo Beach, CA
Great leaders know that the ability to adapt to change is essential to success and to thriving in turbulent times. Natalie Brecher draws on more than 25 years experience to share strategies for motivating real estate managers to push forward in the face of uncertainty and continuous flux. She will discuss how you can make effective organizational changes and how you can support others as they adjust. Learn new ways to develop and promote a positive culture of flexibility and support among your team.
Attend this session and walk away with strategies that will help you:
• Identify the phases people experience when change takes place
• Determine the actions required to beneficially move through each phase of change
• Analyze the steps of change management and how to overcome barriers
Success Series Extravaganza - Hawaiian Luau 
6:30 pm
No trip to Hawaii would be complete without a luau! Immerse yourself in this truly unique island experience. Bask in the colorful heritage of the Pacific Islands and enjoy the excitement of this Polynesian tradition amidst the pageantry of live music, drums and dancers. Indulge in a feast of unforgettable tropical flavors created with island ingredients and lots of aloha spirit. This will be an unforgettable evening under the stars and an incredible luau spectacular — conveniently located on the grounds of the Hilton!
One ticket to this event is included in your full registration fee. Please note on the registration form if you are planning to attend this event.
Tickets may be purchased for guests or others who wish to attend the event. Ticket price is $85 by August 1 ($110 after August 1).
Young Professionals After-Hours Bash 
9:30 pm
The only place to be after the luau will be at this Honolulu hot spot. A special invitation from the Hawaii CCIM and IREM Chapters goes out to those new to the business. This is a chance for you to mingle with the cool kids who “know the ropes.” No res required; just show up and have a good time! The location will be disclosed at the conference.
Saturday, October 17, 2009
Success Series Central – Open
7:00 am – 5:00 pm
Continental Breakfast 
7:00 am – 8:00 am
Enjoy breakfast while visiting with colleagues and Success Series sponsors.
Keynote Speaker 
8:00 am – 9:15 am
Wally "Famous" Amos
From Wally Amos' childhood, through his days in the entertainment business, to the creation and loss of "Famous Amos" Cookies, and to his current way of life, Wally struggled, adapted, and finally triumphed. Wally Amos is a man of wisdom, a man of humor, and a man of joy. He has learned that the greatest secret in life is you can be happy no matter what. "The Cookie Never Crumbles" is Wally's philosophy. He will share his inspiring collection of recipes for success and explain how adversarial situations are often blessings in disguise. Wally will impart touching, funny, and thought-provoking stories on how the lessons we learn in life sometimes come from the most unexpected places.
Networking Break 
9:15 am – 9:45 am
Take a break. Grab a cup of coffee. Do some business.
Concurrent Sessions 11-14
9:45 am – 11:15 am
Current and New Tax Laws Affecting Commercial Real Estate (CS-11) |
Steven R. Price, CCIM, CRE
Price Properties, Inc.
REalytics, LLC
Colorado Springs, CO
Challenging economic times leads to tax law changes. How do you keep track? How do you prepare? What will be the impact? Explore how possible, proposed or changed tax laws may affect investment outcomes. If you are looking for accounting or tax advice this is not the session for you. But, if you want to take action and be prepared for what may be coming, this interactive session will provide you with a closer look at the “what if” scenarios of proposed tax law changes to effectively anticipate any costly consequences to your business and investments.
Moderator:
Mike Paeske, CCIM, CPM
CFI, Inc.
San Diego, CA
Panelists:
Jon L. Dooley
Behringer Harvard
Addison, TX
Dan Eshbaugh
Mercantile Capital Corp.
West Dundee, IL
Everett Allen Greer
Greer Advisors, LLC
Los Angeles, CA
In an uncertain economy, real estate can be one of the safest havens for investment capital, provided the supply and demand stay in relative balance. See how institutional investors view various markets around the country and what product types meet investor criteria. This stellar panel features leading professionals that are actively involved in major transactions around the country.
In this session, you will learn about and have the opportunity to discuss:
• What deals are getting done and how is the capital market adjusting to today’s property market conditions
• Where is capital getting placed today and what are the favored markets, assets and structures
• How are lenders underwriting market and interest rate risk
• How have the investor return expectations changed in light of
today’s market
Connect With Success: Building Your Business Using Web 2.0®
(CS-13)
|
Brad Hanks, ABR, CRB, CRS, GRI
Connecting People with Success
Castle Rock, CO
With a tremendous variety of social networks in existence today hosting hundreds of millions of users from around the globe, this phenomenon continues to grow exponentially. Social networks will change the very nature of business processes, marketing and product development, and many consumers will use these networks to determine which individuals and companies they choose to do business with. Social networking is becoming a necessary tool for business, and commercial real estate professionals will need to utilize this tool if they are to remain competitive.
Focusing on a variety of social networks used by consumers and business professionals, in this session you will learn:
• What social networks are, what they do and reasons to join
• Why you should consider belonging to more than one
• Do's and don’ts of social networking
• What social networks can do for your business
• Proper care and feeding of your social network
• Making money using social networks
Technology: The Competitive Edge (CS-14)
|
Moderator:
Peter Hill
Yardi Systems
Santa Barbara, CA
Panelists:
Madeleine Abel, CPM
BECO Management
Rockville, MD
M. Andrea May, CPM
Colliers Turley Martin Tucker
St. Louis, MO
Good technology is often the cornerstone of competitive advantage and utilizing it effectively is important. A distinguished panel of industry experts will delve into the successful perspectives and practices they have used to leverage the Internet and technology to compete for residents/tenants, maximize retention, increase efficiency with electronic transactions, cut costs and access actionable business intelligence.
In this session, you will learn about:
• Technology perspectives and practices from successful industry executives
• Ways they use the Internet as a tool to capture prospects and maximize occupancy
• Their methods for competing more effectively with technology that boosts operational efficiency, lowers costs and promotes sustainability
Success Series Golf Tournament 
Hawaii Prince Golf Club
12:30 pm Shotgun Start
(Transportation departs Hawaii Convention Center at 11:15 am.)
Designed by Arnold Palmer and Ed Seay, Hawaii Prince Golf Club boasts 27 dramatic holes—the only golf course of its kind in Hawaii. Situated on the Ewa Plain of Oahu, it occupies 270 acres of sheer beauty and offers stunning views of the rain-carved Waianae Mountains. The course offers a variety of challenges, but by far the most dominant feature is water and it is everywhere. You are sure to get a diverse experience!
We’ll be playing a scramble format and golfers at all skill levels are welcome. Prizes will be given to the top finishers and contest winners. The fee for this event includes a box lunch, transportation, green fees, range balls and a limited beverage cart.
Fee: $195 by August 1 ($220 after August 1)
Concurrent Sessions 15-18
11:30 am – 1:00 pm
Paul H. Brewbaker, Ph.D.
TZ Economics Consulting
Honolulu, HI
Where has the market brought us so far? Where are we heading? Those questions are most likely on your mind as we all adjust to the continual changing dynamics of the economy and the commercial real estate business. Join Paul Brewbaker, Ph.D., principal of TZ Economics and former Chief Economist for Bank of Hawaii, as he shares his unique insights and anecdotes to translate what is happening in the market today.
In this session you will:
• Examine whether this is really the “worst ever” recession. How does today’s economy compare to the oil crisis of the 1970s, the tech bust and other downturns?
• Find out the pros and cons of the government’s stimulus program; does it have a chance of jumpstarting the economy?
• Discover the economic indicators that commercial real estate professionals should be watching for
• Hear short term and long-term economic forecasts with projections on jobs, the real estate market, interest rates, inflation and more
Moderator:
Charles Achilles
Institute of Real Estate Management
Chicago, IL
Panelists:
Megan H. Booth
National Association of REALTORS®
Washington, DC
Frederick W. Prassas, CPM
Property Management Concepts, Ltd.
La Crosse, WI
Over the last twelve months, the US economy has been in flux and Congress is reacting to the economic changes by passing legislation. Federal agencies are writing rules to interpret the legislation and the media is constantly reporting these activities. Much of the passed legislation and financial regulations directly impact your day-to-day business operations as property managers. Charles Achilles, vice president of Legislation and Research for IREM, joined by a panel of industry experts, will facilitate an informative and interactive session that will help you decipher the headlines and interpret the new laws and regulations.
Participating in this session will enable you to:
• Interpret media coverage and understand legislative and regulatory issues important to your business
• Prepare your business for opportunities that result from these legislative and regulatory changes
Flipping the Funnel: A Personal Marketing Strategy for Today's Marketplace (CS-17)
|
Rod Santomassimo, CCIM
The Massimo Group
Cary, NC
Turn the business funnel on its side and create a buzz about YOU! The traditional sales funnel approach needs to be complemented with alternative marketing methods to truly create a personal buzz. Never more is this true in the ever-increasing competitive arena of commercial brokerage. There is a perception that those that have been practicing brokerage for years have the best relationships. This is simply not true. There are specific plans and tactics that successful brokers, including new-to-the-business brokers, are using to gain market share. This interactive workshop is comprised of individual and group exercises and breakout sessions that will introduce and reinforce scores of tactics and applications for separating yourself from the pack and ensuring you keep “recruiting your current clients.”
Topics addressed in this session will include:
• Understanding the true value of market presence and how to create it
• Re-examination of steadfast techniques and possible pitfalls
• Identification of who should be included in your database — you’ll be surprised
• New digital approaches to finding and winning business
• Unique technologies and strategies for “pinging” your prospects and current clients
• How to use white papers, PR departments and third party data sources
Going Up Against the Big Guys: Why Bigger isn't Always Better (CS-18)
|
Dr. Lowell “Duke” Kuehn
Pacific Northwest Consulting Services
University Place, WA
How do smaller property management companies differentiate themselves from Goliath? Managers often feel disadvantaged when competing against larger companies. This session is designed to point out the competitive edge you have as a smaller, independent firm. It will also provide you with strategies that will enable you to capitalize on those advantages when you are speaking with a prospective client. Gaining a better understanding of the market positions held by you and your competitors will help you identify their points of vulnerability and to devise effective strategies to compete with the “big guys.”
Attend this session and learn ways to:
• Assess your competitive advantage and capitalize on your strengths
• Identify clients that will benefit from the experience and service of a smaller firm and pay for it
• Sell the advantage you bring to prospective clients
• Counter-market against large, national/international competitors
Property Tour 
1:30 pm – 3:30 pm
Royal Hawaiian Center is the premier shopping and entertainment destination in Waikiki, with more than 310,000 square feet of retail space along a three-block stretch of Waikiki’s famed Kalakaua Avenue. A dynamic mix of 110 world-class retailers, restaurants and entertainment options can be found at the four-level Center on more than six acres of prime Waikiki real estate owned by Kamehameha Schools. A $115 million renovation has transformed the dynamics of Waikiki by providing visitors and kama’aina (locals) the largest public gathering space for entertainment and culture.
Join us as we take you through the rich history of Helumoa, a retreat favored by Hawaiian royalty. The tour will be led by Manu Boyd, the Center’s cultural director, who will tell the story of Princess Pauahi, the benefactor who bequeathed her vast real estate holdings to a trust that is now the largest private landowner in the State of Hawaii and which supports Kamehameha Schools. Manu will also describe the cultural programs featured at the Center and the Center’s role in the new direction of Waikiki. Manu will be joined by Marleen Akau, the Center’s general manager, who will discuss the tenant mix—Hawaii’s largest collection of international flagship stores—and the Center’s marketing strategies that help it achieve some of the highest rents and sales per square foot in the country.
Register for this tour onsite at the Success Series registration desk. Space is limited.
Success Series Wrap Party – Star of Honolulu Sunset Cruise 
5:30 pm cast off
(Transportation departs Hilton Hawaiian Village at 4:30 pm.)
There is no better way to end your day and begin your night than with a sunset cruise! Kick back with friends and enjoy this twilight excursion along the magnificent coast of Oahu. After the sun (and your first Mai Tai) goes down, you’ll be ready for dinner prepared by the ship’s culinary crew. The perfect ending is up to you. Dancing, great entertainment or a stroll along one of the spacious decks under the star-filled Hawaiian sky -— aloha. The fee for this event includes transportation, dinner, limited host bar and entertainment.
Fee: $85 by August 1 ($110 after August 1)
Management Brokerage General Networking