EXECUTIVE SEMINARS ON CORPORATE
AND INVESTMENT REAL ESTATE

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Creating Value in Corporate Real Estate Through Strategic Consensus-Building

JUNE 16-18, 2004 - THE ESTATES OF SUNNYBROOK, TORONTO

SEMINAR OVERVIEW

About the SeminarsCorporate real estate has become an essential component of the business strategy of corporations. Wise ownership and management of real property assets require the development of productive and long-term business relationships with a variety of stakeholders. Executives who understand the dynamics involved in strategic consensus-building and have developed skills in this area will increase their potential to create value for their companies through the acquisition, development, disposition and/or leasing of real estate assets.

Increasingly, there is recognition of the need to reconcile business objectives and the public interest. Effective consensus-building can facilitate the convergence of private and public interests, and the realization of greater value in corporate real estate assets. These strategies and skills are particularly applicable to public-private partnerships and facilitating government approval and public support of real estate projects.

About the SeminarsThis 2 1/2-day seminar will feature presentations from some of North America’s leading experts in corporate real estate, negotiation, consensus-building, business strategic planning, public relations, and governance. The sessions will be stimulating, educational, entertaining and interactive.

SEMINAR PROGRAM

WEDNESDAY, JUNE 16
   

7:30 AM - 8:30 AM
Registration and Buffet Breakfast

   

8:30 AM - 8:45 AM
Welcome & Introductory Remarks

John Andrew John Andrew
Director
Executive Seminars on Corporate
and Investment Real Estate
Queen’s University, Kingston
   
  John S. Andrew is an Assistant Professor in the School of Urban and Regional Planning at Queen’s University, and Director of the Executive Seminars on Corporate Real Estate. He is cross-appointed to the Queen’s School of Environmental Studies. He holds a Ph.D. in environmental geography from the University of Toronto. John’s core area of published research is conflict management in planning and land use. He maintains a small practice as an independent facilitator and mediator, primarily of planning, land use and transportation disputes. In addition to training as a mediator, John earned a Master of Science in Planning degree from the University of Toronto, a Bachelor of Science in physical geography from the University of Western Ontario, and a Canadian Private Pilot License.
   
8:45 AM - 10:00 AM
"Long-Term Planning of Corporate Real Estate in a Short-Term World"
Martha O'Mara

Martha A. O'Mara, Ph.D.
Department of Urban Planning & Design
Harvard University, Cambridge, MA

   
 

Long-term strategic portfolio planning is increasingly difficult in today’s short-term world. While most organizations struggle to put together a 12-month business strategic plan, real estate still requires long commitments and highly visible costs. Both the demand for corporate real estate (driven by ever-changing business needs) and the supply of real estate (driven by dynamic markets and hampered by yesterday’s commitments) must be constantly monitored. Dr. O’Mara will review a series of quantitative analytic tools to examine both the dynamics of demand and supply of commercial office space for the corporate portfolio. She will look at methods of customer relationship management, demand forecasting, duration matching and some new market forecasting tools we have developed in alliance with Torto Wheaton Research. Examples from Dr. O’Mara’s book Strategy and Place: Managing Corporate Real Estate and Facilities for Competitive Advantage and some short case studies on how companies have applied these tools, will be presented.

   
 

Martha A. O'Mara, Ph.D. is a leading authority on the integration of corporate real estate planning with business strategic planning. Her book, Strategy and Place: Managing Corporate Real Estate and Facilities for Competitive Advantage was published in 1999.

   
10:00 AM - 10:15 AM
Nutrition Break
   
10:15 AM - 11:30 AM
"Long-Term Planning of Corporate Real Estate in a Short-Term World" (continued)
   
11:30 AM - 12:45 PM
Buffet Lunch
   
12:45 PM - 2:45 PM
“You Should Have Called Me A Year Ago”: Effective Public Relations in Corporate Real Estate
Tom Tomlin Tom Tomlin
President
Tom Tomlin Associates, Los Angeles, CA
   
 

Mr. Tomlin’s consensus-building topics will include: definition and importance of consensus-building; past-present-future aspects of real estate developing and consensus-building; community outreach tools; the importance of economics in selling a project’s benefits; focus groups, polling and research for success; identifying influential publics within the sphere of influence of the project; community benefits (not just mitigation); support group development; governmental relations; definition of a complete development team; staffing and budgeting; and the approval/vote itself.

   
 

Tom Tomlin, a nationally recognized expert in real estate consensus-building, has directed campaigns for 50 significant projects over 30 years in California. He writes and lectures on consensus-building and has served as faculty to the International Council of Shopping Centers; the Institute for Advanced Studies at the University of California, Los Angeles; and the University of Southern California.

   
3:00 PM - 5:00 PM
The Strategy Alignment Model: Defining Real Estate Strategies in the Context of Organizational Outcomes
Robert Osgood

Robert T. Osgood, Jr.
Senior Vice President & Director,
VOA Strategy & Planning, Columbus, OH

   
  The Strategy Alignment Model is a flexible framework for developing, communicating and measuring real estate strategies in a consistent way with internal and external stakeholders. The model is comprised of three components: 1. A Content Map, which is used to craft, measure and display an aligned organizational real estate strategy as a series of cause-and-effect relationships; 2. Change Management, which provides a structure for defining who’s going to be involved, and why, how, when, where, and for what purpose, in every project assignment; and 3. Benchmarking, which facilitates identifying best practices that can offer a competitive advantage. The principles of the model will be explored in the context of several case studies with Fortune 1000 companies, highlighting solution and process issues that enhance effective consensus-building.
   
  Robert T. Osgood, Jr. has helped more than fifty Fortune 500 and dozens of other high performing organizations from nine different countries develop portfolio, site/facility and workplace strategies that align with and enhance core business objectives. Mr. Osgood is published frequently and presents at a variety of industry conferences.
   
THURSDAY, JUNE 17
   
7:45 AM - 8:45 AM
Registration and Buffet Breakfast
   
8:45 AM - 9:45 AM
Panel Discussion:
“Success Stories”
Leaders in corporate real estate will discuss how they used consensus-building to better realize their business objectives and create value for their organization.
Moderator:
John Andrew John Andrew
Director
Executive Seminars on Corporate
and Investment Real Estate
Queen’s University, Kingston
   
Panelists:
  Michael E. Ainsworth
Vice President & General Manager,
Real Estate Division, Manulife Financial
   
  Barry A. Crowe
Director
Property Services, Regional Municipality of York
   
  William K. Hebburn
Director,
Strategic Relationship Management,
CIBC Corporate Real Estate
   
  Anne Milchberg, Manager
Development & Portfolio Planning,
Facilities & Real Estate, City of Toronto
   
10:00 AM - 11:00 AM
Keynote Address
John Gerretsen The Honourable John Gerretsen, M.P.P.
Ontario Minister of Municipal Affairs and Housing
   
  John Gerretsen was elected as a Member of Provincial Parliament in Ontario in 1995, and was re-elected in 1999 and 2003. He has been chief opposition whip and critic for municipal affairs, tourism and long-term care. He has also served as chair of the Public Accounts Committee. A graduate of Queen's University, Mr. Gerretsen has practised law in Kingston since 1971. He has been a leader in the Kingston community, first as a city councillor, then as the longest-serving mayor in Kingston's history. He has been active as a volunteer in many community organizations in the Kingston area.
   
11:00 AM - 11:15 AM
Nutrition Break
   
11:15 AM - 12:15 PM
The Ontario Municipal Board: Judge or Mediator? What Works?
Robert Owen Robert D. M. Owen
Vice Chair,
Ontario Municipal Board & Assessment Review Board
   
  Do you really want a long, drawn-out fight or can everyone settle this amicably and get on with business? Mr. Owen will describe the Ontario Municipal Board’s processes that can help avoid battles and which can result in good development. With 21 years of experience at the OMB, he will provide practical advice on how to approach Board hearings in such a way that the outcome both achieves your business objectives and protects the public’s interest. Participants will gain practical “do’s” and “don’ts” for the corporate real estate and land use planning fields.
   
  Robert D. M. Owen is a Vice-Chair of the Ontario Municipal Board, an adjudicative tribunal dealing with land use planning matters, expropriation and other related matters. He is also a Vice-Chair of the Assessment Review Board, now the sole adjudicative tribunal dealing with real property assessment complaints. Bob conducts dispute resolution by mediation for hearings varying in content, size, complexity and sensitivity.
   
12:15 PM - 1:30 PM
Buffet Lunch
   
1:30 PM - 2:45 PM
Consensus-Building: Bringing Leadership and Strategy to Improbable Partnerships
Peter Adler Peter S. Adler, Ph.D.
President,
The Keystone Center, Keystone, CO and Washington, DC
   
  “There is no trick to being a captain as long as the sea is quiet.” — Anon. Conflict tends to arise at inconvenient and often unpredictable times. Conflict is also inevitable. The acid test of leadership is accomplishing one’s business objectives; avoiding unnecessary distractions; and in the face of actual or impending obstacles, achieving elegant solutions that building consensus and create enduring partnerships. This seminar will explore four themes: the cooperation imperative and the need for strategic alliance-building among unusual private, public, and civic sector partners; leadership strategies for different types of problems; sustainability as a traction point for cross-sector dialogue; and venues and formats for exercising real estate leadership.
   
  Peter S. Adler, Ph.D. is President of The Keystone Center, which builds applied, consensus-based policy solutions to science-intensive energy, environmental, and health-related policy problems. His specialty is multi-party problem solving. Dr. Adler has authored numerous publications in the field of conflict management.
   

2:45 PM - 3:00 PM
Nutrition Break

   
3:00 PM - 4:15 PM
Consensus-Building: Bringing Leadership and Strategy to Improbable Partnerships (continued)
   
FRIDAY, JUNE 18
   
7:45 AM - 8:45 AM
Registration and Buffet Breakfast
   
8:45 AM - 10:00 AM
Optimizing Service Delivery Strategies for Corporate Real Estate
Judith Amoils

Judith Amoils
Partner,
ThinkingStrategy: New Paradigms Inc., Toronto, ON

   
 

Real estate and accommodation costs can be significant for many corporations. Partnership
opportunities and outsourcing of service delivery are being examined as a way of reducing costs
and enhancing value. The market- place for outsourced corporate real estate services in Canada
was established in the mid-1990’s, and has shown strong growth. Public sector entities are looking
to the private sector for experience and best practice in strategic management issues. The session
will examine historic growth, value propositions, benefits and risks. It will describe new
developments in service areas, such as outsourcing of corporate real estate information systems
and service. To understand the next generation of possibilities, a brief overview will be provided
of some innovative arrangements coming out of the United Kingdom.

   
 

Judith Amoils is a consultant, specializing in corporate and operational strategy, corporate real estate, alternate service
delivery, and the public sector. She established ThinkingStrategy: New Paradigms Inc. in 2003.

   
10:00 AM - 10:15 AM
Nutrition Break
   
10:15 AM - 11:30 AM
Optimizing Service Delivery Strategies for Corporate Real Estate (continued)
   
11:30 AM - 1:00 PM
Closing Lunch
   
1:00 PM - 2:30 PM
Panel Discussion:
“Where are we and where do we go from here?”
Speakers will wrap up the seminar by engaging delegates in discussion about the most important current and emerging issues in consensus-building within corporate real estate. What has the corporate real estate industry learned about using these strategies and skills to their greatest advantage, and what do we need to learn more about?
Moderator:
John Andrew John Andrew
Director
Executive Seminars on Corporate
and Investment Real Estate
Queen’s University, Kingston
   
Panelists:
Peter Adler Peter S. Adler, Ph.D.
President,
Keystone Center
   
Judith Amoils Judith Amoils
Partner
ThinkingStrategy Consultants
   
Robert Osgood Robert T. Osgood, Jr.
Senior Vice President & Director
VOA Strategy and Planning
   
Tom Tomlin Tom Tomlin
President
Tom Tomlin Associates

SEMINAR VENUE

The Vaughan Estate
The Estates of Sunnybrook
2075 Bayview Avenue
Toronto

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