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September 2019

OC-4, Reconciling CAM Workshop: For Big Box and Small Shop–The Desktop Audit, Part 2

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

The Reconciling CAM workshop courses will focus on desktop audit techniques for small shop and big box retailers. This basic two-part class is designed for beginning to intermediate auditors who manage or participate in the desktop audit function. It will help participants design processes to manage workflow and completion of audits, give practical examples for conducting the audit, and tools for presenting findings. The session will include hands-on examples and discussion to help improve attendees’ understanding of the materials presented.…

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CO-2, FASB Lease Accounting–”After the Dust Has Settled” NEW

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Many companies have already adopted new lease accounting standards. This intermediate course will cover lessons learned during the adoption process as well as leading practices for day 2 and beyond.

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PD-1, What Are the Keys to a Successful Career?

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Each person’s definition of a satisfying career should be unique. Take 90 minutes to begin identifying what really makes you happy and develop a clear vision of what you need to define your own career. The happier you are with your professional and personal lives, the more effective you can be in positively impacting others and achieving your own vision of career success. During this basic session, participants will chart their overall career happiness, develop an action plan, and identify…

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LE-8, Commas In the Courtroom:Preparing for Deposition (before you begin drafting)

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

Long after the ink on the lease is dry, and long after the parties fail to resolve their disputes informally, in come the litigators. They twist and turn commas, cross-references, defined terms, and “notwithstanding” this or that into a soup that creates ambiguities where none may have existed. Through an advanced interactive, simulated deposition process, attendees will learn how careless commas, “including but not limited to,” incorporation by reference, and other legal jargon adopted from form leases create ambiguities that…

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OC-8, Allocation Overcharges: Examples and Case Studies

September 16 @ 1:30 pm - 3:00 pm
JW Marriott Marco Island Marco Island, FL United States

This class will focus on bias expense allocations billed in CAM, Operating Expenses, and Real Estate Taxes, that often go undetected by tenants in shopping centers, office projects, and mixed-use properties. In today’s current changing landscape, tenants are faced with verifying complicated expense allocations.  This advanced class will demonstrate, through examples and case studies, how to identify the red flags of expense allocation overcharges. This class is designed so that the attendees follow along with the specific case review and…

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