Charitable, Nonprofit & Religious Facilities Real Estate Summit


Charitable, Nonprofit & Religious Facilities Real Estate Summit
Friday, August 11, 2017
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427

7:55 AM Welcome and Introduction 

8:00 Dennis and Megan Doyle: Founders of MATTER

8:20AM The Changing Facility Needs of Charitable, Nonprofit, & Religious Facilities 

Moderator: Jennifer Schmidt, Twin City PBS 
Quenton Marty, President, MATTER
Gari Pisca, Eagle Brook Church ‎Executive Director of Operations
Jennifer Urban, Legal For good
• What are the major trends in Charitable, Nonprofit and Worship facilities
• Are the real estate needs more in leasing or building new
• How do you find most of your real estate 
• How has the growing numbers of nonprofits impacted real estate space
• Satellite locations are increasing, what are the specific needs versus core locations
• Religious Education, will we see an expansion in daycare, preschool and K-12 
• Immigrant Communities, what are their specific needs 

9:15 AM Signs It May Be Time To Expand, Repurpose, Relocate, Build New  
Moderator: Jerry Driessen, CBRE 
Tina Hoye, NTH Real Estate Advisors 
Paul Donovan, Cushman Wakefield/NorthMarq
Kevin Peck, KW Commercial West
• Safety is compromised because of inadequate facilities or overcrowding
• Worship Service capacity is at a maximum  
• Attendance is down and need to branch into high growth communities
• Not enough warehouse space to accommodate donations
• Local demographics have changed facility needs must change, immigrant growth
• Expanding education and other services
• Need more different amenities to meet the members or investor needs

10:05 AM Break

10:15AM Designing  And Building  A Complete  Project 

Moderator: Brian Tempas, Cuningham Group AIA, LEED® AP
Greg Anderson, Anderson Companies
Dean Dovolis, Partner, DJR Architecture 
Kate Gillette, Avison Young LEED AP
• Build new, what are expected costs
• Repurposing a land locked facility
• Changing federal and state laws on accessibility
• Satellite locations,  how to integrate technology 
• Planning for later expansion or subleasing
• How involved should the client be
• Private facilities such as hospitals, clinics, schools- how do they differ from profit based  
11:10 AM Funding Your Expansion
Moderator: Jenn Urban, Legal For Good
Steve Anseth, CPA Nonprofits, ABDO, EICK, & MEYERS LLP 
Rich Tofte, ‎SR. VP Business Banking, Wells Fargo 
Terry Moore, Attorney at Law, Hellmuth & Johnson 
• Private or Self-Funding, How to decide 
• Traditional Funding- How to analyze cash flow
• Who typically works with the Board of Directors
• Tax Laws State and Federal, have they changed
• Grants and other funding to go along with traditional funding
• Lease guarantees, who is backing the notes 
• Advantages of Leasing or sharing space with a Nonprofit. 

12:00 PM Adjourn and Networking


Charitable, Nonprofit & Religious Facilities Real Estate Summit


  • When

  • Friday, August 11, 2017
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427

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