Category: Meetings

Three years into the pandemic, how and where we work continues to evolve. Nonprofits are still grappling with questions of how they will use office space, and when to make their next move. In October of 2020, Rick Lowe of Cresa Boston gave us a helpful overview of how our organizations could strategically manage real estate options. He and his colleagues are back to refresh our picture of a changing Boston market. They will touch on how different segments of the market are trending, how the pandemic is affecting downtown vs suburban markets, what to expect if you’re looking to sublet – or looking for a subletter, and what to bring to your next lease negotiation.

Presenters:
Rick Lowe is a Principal at Cresa Boston. As a member of the urban advisory team, Rick focuses his efforts in the Financial District, Back Bay, Seaport and North Station markets. Rick is a skilled negotiator who’s able to leverage his experience and industry relationships for the benefit of his clients—which range from nonprofits to architecture firms to venture capital firms.

Olivia Weckwerth is a member of the downtown Boston advisory team. She works with clients across industries to define real estate objectives and deliver impactful solutions that address short-term and long-term needs. Olivia provides transaction management services including new business development, market research, strategic planning, financial analysis, and lease negotiations for occupiers in the downtown market. 

Andrew Orpik joined Cresa in 2013 and is a member of the urban advisory team, providing transaction and account management services to tenants in the Boston marketplace. He specializes in developing new business, strategic planning, market analysis and negotiating lease transactions.

Cresa is the world’s largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions.

Julie Koo and Jake Evans from TDC spoke about Multi-Year Budgeting and Forecasting.

Meeting Matierals

Samantha Halem, an attorney with Hirsch Roberts Weinstein LLP (hrwlawyers.com) is passionate about preventative employment law, ensuring a workplace is in order before issues pop up. She will talk about new salary transparency laws, the recent SJC case that mandates treble damages even for corrected errors, how PFML is changing the employer landscape, and how to manage virtual workers. Any and all employment law questions will be answered, so come with any issues that have been bothering you.

Samantha works closely with her clients, talking through their problems to come up with personalized solutions. She is passionate about preventive employment law, ensuring a workplace is in order before issues pop up. Samantha is committed to helping clients avoid litigation, but if litigation happens, she will work tirelessly to defend the client in court.

Meeting Materials: Meeting Presentation and HRW’s Pay Equity Act Update

Robyn Leet is the Director of Business Process Assessments & Attestations at AAFCPAs and her full biography can be found here: https://www.aafcpa.com/people/robyn-leet/

Robyn will give an overview of how to approach automating your accounts payable process; this will include assessing your needs, preparing your staff and vendors for an implementation, and what products are commonly used.

Bart Hawley is the Director of Special Advisory Services practice at CliftonLarsonAllen, one of the largest audit, tax and consulting firm in the U.S. Bart has over 25 years of management and consulting experience and his expertise includes operational accounting, budgeting and forecasting as well as management reporting, cash management and treasury operations across various industries.  Bart will give an overview of various available budgeting tools and technologies that he has worked with and how they can be utilized in the budgeting planning and process. Along with that, Bart will also briefly touch on the budgeting process and how to put a budget together.

Slide deck here: Budgeting Tools and Technologies