8:00 a.m. Registration opens

8:30 a.m. Redeveloping Portland, Oregon: It didn’t Just Happen!

Abe Farkas, ECONorthwest
Wake up with keynote Abe Farkas over breakfast and learn how Burlington’s sister city Portland, Oregon has managed the surge of development, has overcome challenges similar to those in Vermont, and how we can learn from their mistakes and successes.
Download a PDF of the presentation here.  (Note: This is a very large file.)

10:00 a.m. Morning Session

  • Permitting Track: Essentials for Your Permitting Toolbox
    David G. White (White + Burke Real Estate Investment Advisors, Inc.) and Jon Anderson (Burak Anderson & Melloni PLC)
    Having the right tools makes any job easier, especially when navigating the permitting process. Gather tips from the experts on how to build, strengthen, and appropriately use strategic tools to tackle the challenges of local and Act 250 permitting.
    Download a PDF of the presentation here.
  • Financial Track: Meet the Lenders – Where Are We Now & Where Are We Going?
    Tom Pelletier (Northfield Savings Bank), Peter McCarthy (NBT Bank), Jeff Carr (Vermont State Economist, EPR); Moderated by Jo Bradley (VEDA)
    What do lenders expect you to provide before, during and post construction? Listen in as they explain the current financial climate and get a real-time financial forecast from Vermont’s State Economist.
    Download a PDF of the presentation here.
  • Design/Construction Track: Successful Projects through Design Excellence
    Dave Keelty (Fletcher Allen Health Care) and Keith Wagner (Wagner Hodgson Landscape Architecture)
    Dig into this case study of Fletcher Allen Health Care’s radiation oncology project — how the hospital expanded on an already built-out campus by going subterranean. Discover how the integrated design process proved beneficial.
    Download a PDF of the presentation here.

11:30 a.m. Networking and Exhibits

12:00 p.m. Permitting, Financing, and Design/Construction Around the State – Three Success Stories

Refuel with lunch and a presentation of three permitting, financing, and design/construction success stories.
Join Bob Stevens, President of Stevens & Associates, Matthew Wheaton, Vice President of DEW Construction Corp, and Erik Hoekstra, Development Manager with Redstone, to learn how the Brooks House (Brattleboro), Barre Place (Barre City), and the TD Bank Block (Burlington) projects overcame adversity.
Download a PDF of the presentation here.

1:30 p.m. Afternoon Session: Block 1

  • Permitting Track: Navigating the Ongoing Legislative and Permitting Changes
    Scott Jaunich (Downs Rachlin Martin), Jeff Nelson (VHB), and Joe Segale (Vermont Agency of Transportation); Moderated by Michael Zahner (Vermont Chamber of Commerce)
    It seems that once you learn the rules of permitting, they are changing the very next day. Keep on top of the legislation and case law affecting the process — from procedural to conceptual, from natural resources to transportation.
    Download a PDF of the presentation here.
  • Financial Track: Alternative Financing – Exploring Resources and Implementation
    Kathy Beyer (Housing Vermont) and Caitlin Corkins (VT Agency of Commerce & Community Development)|
    TIF, EB5, HP, NMTC…and the alphabet soup list goes on. Get an overview of the alternative financing tools available and hear how Housing Vermont has consistently assembled creative financial structures to bring projects to fruition.
    Download a PDF of the presentation here.
  • Design/Construction Track: Pre-Construction Planning – How to Maximize Efficiencies in Project Delivery
    Chris Yandow (Engelberth Construction) and Tom Barden (Barden Inspection and Consulting); Moderated by Mary Lintermann (Cumberland Group, Inc.)
    Ready to break ground? Make sure you have the experts’ tips before moving forward. Learn how to keep all the elements of your project coordinated and discover efficiencies that can save you thousands during the design process. These industry experts know a thing or two about locking a program down early and how teamwork, logistics, and communication can help start and finish the project.
    Download a PDF of the presentation here.

3:00 p.m. Networking and Exhibits

3:30 p.m. Afternoon Session: Block 2

  • Permitting Track: Form-Based Codes – Pros and Cons of a New Regulatory Method
    Steve Cecil, The Cecil Group
    Form-Based Codes are not all created equal and one size does NOT fit all. Join Steve Cecil of Boston’s Cecil Group to learn how FBC can be highly effective and when it is advised to go a different route. Bring your questions and projects to the table for discussion and problem solving.
    Download a PDF of the presentation here.
  • Financial Track: Public-Private Partnerships – A Case Study in Downtown St. Albans
    Evan Langfeldt (ReArch Company), Dominic Cloud (City of St. Albans), and Kiersten Bourgeois (VT Agency of Commerce and Community Development); Moderated by David G. White (White + Burke Real Estate Investment Advisors, Inc.)
    Take a deep dive into the recent rebirth of the City of St. Albans through the perspectives of four stakeholders: the developer, the City, the State, and the project manager. Learn how public-private partnerships can achieve great results.
    Download a PDF of the presentation here.
  • Design/Construction Track: Innovative Design that Works On a Budget
    Erik Hoekstra (Redstone), Alex Halpern (Freeman French Freeman), and David Provost (Champlain College)
    Experienced professionals share stories of the Silversmith Commons project, Trader Joe’s/Pier One development, and Champlain College’s evolution to illustrate trends in design and explore how financial and construction constraints can lead to innovation.
    Download a PDF of the presentation here.

5:00 p.m. Networking Reception

Sponsored by PC Construction Company

After a full day of education and discovery, network with your industry peers and connect with the experts over light hors d’oeuvres and a beverage.

Sponsors

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Keynote

Abe Farkas, Director of Development Services, ECONorthwest

A New York native, Abe has a long history of engagement with urban redevelopment that includes serving as a development director for the Portland Development Commission as well as holding similar positions in Eugene, Seattle and Ft Wayne. He’s played lead roles in redevelopment of Portland’s Pearl District and South Waterfront, as well as revitalization of several of the Portland’s inner city neighborhoods.

ECONorthwest is a private economics, planning and redevelopment consulting firm based in Portland, Oregon. Abe’s focus is assisting public and private clients with implementing sustainable redevelopment projects and urban neighborhoods through partnerships.

Session Speaker Bios

Jon Anderson, Partner, Burak Anderson & Melloni, PLC

Jon practices in several areas in which he uses his engineering background and problem solving and project management approaches to serve clients. These areas include complex real estate projects and transactions, permitting, land use including Vermont’s Act 250 and zoning, litigation over technical issues such as contaminated sites liability and clean up, valuation of complex property, defense of environmental enforcement actions, utility regulation, and solid waste disposal.  Jon has been designated by Chambers USA as one of the best lawyers in America in the field of environmental law.  He holds Martindale-Hubbell’s highest ranking and is recommended by Chambers USA as a “Leader” in the fields of Real Estate and Zoning and Land Use.  Jon graduated from Worcester Polytechnic Institute and Yale Law School and has served as a member of the Montpelier City Council and the Vermont Legislature.

Tom Barden, Owner, Barden Inspection & Consulting Services, Inc.

Tom has worked in the Vermont, western NH and up-state NY commercial construction industry from 1975 to 2000 for some of the bigger General Contractors in the area. Since 2000, he has run his own consulting business providing: requisition/invoice review of contractors invoices for lending institutions, estimating services to owners, architects and engineers, and project manager/owner’s representative services for owners.

Kathy Beyer, Vice President for Development, Housing Vermont

Over the past 20 years, Ms. Beyer has been directly involved in housing development including new construction, historic rehabilitation, downtown and village centers, and preservation of at-risk housing.  Ms. Beyer originally joined Housing Vermont in 1990 as the Vice President of Operations.  From 1993 to 1996, she worked in the development arm of Housing Vermont and also served in the Vermont Legislature.  Ms. Beyer was appointed Deputy Commissioner of the Department of Housing & Community Affairs for the state of Vermont for four years where she provided policy and management oversight in housing, land use planning, historic preservation and community development.  Ms. Beyer holds an M.P.A. degree from the John F. Kennedy School of Government at Harvard University and a B.S. Degree in Accounting & Economics from the University of Minnesota.

Kiersten Bourgeois, Senior Project Manager, Agency of Commerce and Community Development

In addition to her current role, Kiersten assumed the ConnectVT role in early 2013.  A native Vermonter, Ms. Bourgeois also held various positions in the Douglas administration, including Secretary of Civil and Military Affairs.  She holds a B.A. from Ithaca College.

Jo Bradley, Chief Executive Officer, Vermont Economic Development Authority

Ms. Bradley is responsible for all aspects of VEDA, which has over $230 million in assets.  From 1993 to 1997, she was the Deputy Secretary and Chief Operating Officer for the State of Vermont’s Agency of Commerce and Community Development where she was responsible for the day-to-day operations of the Agency.  Ms. Bradley holds an MBA (Honors) from Boston University and completed the Program for Senior Executives at the John F. Kennedy School at Harvard University.

Jeffrey B. Carr, President and Economist, Economic & Policy Resources, Inc.

Mr. Carr has more than 33 years of experience as an economist and public policy analyst.  Throughout his tenure at the firm, Mr. Carr has completed more than 125 assignments under the EB-5 Immigrant Investor VISA Program in 42 states.  Mr. Carr has lectured on the various aspects of the EB-5 program throughout the U.S. and in China.  He was an invited VIP speaker at the first two EB-5 Investor Summits in Shanghai, China in 2011 and 2012.  He also was a member of the “Best Practices Committee” for IIUSA in 2013—the EB-5 industry’s principal regional center advocacy group.  In addition to his EB-5 work, he has extensive experience in economic analysis, economic forecasting, regional economic and fiscal impact analysis (including impact analyses outside of the EB-5 program setting), financial analysis, economic-tax revenue forecasting, and preparing and presenting state economic-fiscal data to Wall Street bond rating agencies.  For the last 24 years, he also has served as the consulting State Economist and Principal Tax Revenues Analyst-Forecaster for the past five Governors of Vermont.

Steven Cecil, AIA, ASLA, Founder, The Cecil Group

Mr. Cecil is a planner, architect and landscape architect skilled in the art of composing new developments and successful districts in traditional communities across New England, ranging from large cities to villages. He is the founder of The Cecil Group, a multi-disciplinary planning and design practice in Boston that serves both public and private sector clients preparing master plans, crafting new zoning, and advancing projects through approvals. Mr. Cecil is an expert in innovative zoning methods including form-based zoning, but brings a pragmatic perspective to the projects he leads.

Dominic Cloud, St. Albans City Manager

Previous to 2008 and his current role, Dominic was the Director of Vermont League of Cities and Towns Municipal Assistance Center.  He obtained an MPA from the Maxwell School.

Caitlin Corkins, Tax Credits & Grants Coordinator, Agency of Commerce and Community Development

A native of Bristol, Vermont, Ms. Corkins holds a BA in History from Knox College, a Museum Studies Certificate from Tufts University, and a MS in Historic Preservation from the University of Vermont. She has managed Vermont’s Federal Rehabilitation Investment Tax Credit program and the Downtown and Village Center Tax Credit program for the Department of Housing and Community Development since 2012. Ms. Corkins previously worked as a Stewardship Manager, overseeing preservation easements for Historic New England.

Alex Halpern, AIA, Vice President, Freeman French Freeman Architects

Alex holds a Masters of Architecture from the State University of New York, a Bachelor of Arts from The University of Vermont, and is an active member of the community currently serving on the SEABA board of directors. His portfolio includes a range of projects from small private commercial fit-ups, to large public and institutional work. Notable local work includes the Burlington International Airport; Jeffords Hall at the University of Vermont; the O’Brien Community Center in Winooski; St. Michael’s College Student Center; Quiznos Subs; and new and renovated construction currently leased by Trader Joe’s, Pier 1, Athleta, Baby Gap, and Test America. Procurement methods include developer led Design-Build, Construction Management, and traditional Design-Bid-Build.

Erik J. Hoekstra, Development Manager, Redstone

Currently, Erik is managing a major redevelopment effort on the TD Bank Block along with several other ground-up construction projects in Burlington and one in Montpelier.  At Redstone Erik has also completed several historic rehab projects in Burlington.  Erik earned a Masters degree in Real Estate Development from Columbia University in the City of New York and served as Class President.  He is a founding member and on the advisory board of the Vermont Green Building Network and a founding member of the Old North End Arts & Business Network in Burlington. Erik resides in the Old North End of Burlington where he is slowly rehabilitating a historic duplex.

Scott Jaunich, Director, Downs Rachlin Martin PLLC

Scott counsels developers and commercial interests in real estate transaction and regulatory matters, including acquisition and sale, leasing, and development.  Scott’s regulatory practice includes state and local permitting,

zoning and subdivision proceedings, and wetland and riparian matters including public trust concerns.  Presently, Scott chairs the Real Estate Group at DRM and is recognized as one of Vermont’s leading real estate lawyers in Chambers USA 2013: America’s Leading Lawyers for Business.

Dave Keelty, CEM, CHFM, CHC, Director Facilities Planning and Development, Fletcher Allen Health Care

Dave has forty years of experience in Health Care Facilities Management and Health Care Construction, is a certified Energy Manager and a member of the Association of Energy Engineers.  Dave obtained a BS from Johnson State College.

Evan Langfeldt, Vice President of Development, ReArch Company

ReArch Company is a South Burlington-based real estate development, construction and property management firm.  Evan’s resume includes site analysis and acquisition, entitlement work, business development, deal structuring – including the use of tax credits and through public-private partnerships – and tenant acquisition and negotiations that have directly resulted in over 250,000 square feet of office space being leased over the last five years.  Evan’s real estate development and construction experience spans more than a decade and he is a 2001 graduate of Hamilton College in Clinton, New York.

Mary Lintermann, President, Cumberland Group

Cumberland Group is a program management services company.  In addition to being a Professional Engineer, Mary has provided strategic planning and business development expertise to Vermont’s largest contractors.  Mary has personally developed commercial, single family residential and multi-family residential properties.

Peter D. McCarthy, Vice President and Senior Commercial Banking Relationship Manager, NBT Bank

A Vermont native, Peter is a graduate of Champlain College and the University of Vermont.  He started his banking career in 1988 and has worked as a Commercial Lender ever since.  In addition to Commercial Lending, Peter oversees the Interest Rate Derivative Program at NBT Bank.

Jeff Nelson, CPESC, CPSWQ, Director of Energy and Environmental Services, VHB

Jeff is an expert on environmental regulations in Vermont including stormwater management, wetlands, stream/river assessment, water quality and groundwater.  Jeff has over 30 years of experience and has participated actively with the Vermont regulatory community in the development of stormwater and wetland environmental standards.  Jeff has strong working relationships with key stakeholders involved in energy and environmental issues in Vermont, including regulators, utilities, private developers, law firms and non-governmental organizations.

Tom Pelletier, former President & CEO, Northfield Savings Bank

Tom recently stepped down having served as President & CEO of Northfield Savings Bank since 1998.  He began his banking career with Fleet Bank in 1977 and was an Executive Vice President in commercial lending before joining Atlantic Bank as Chief Operating Officer in 1994.

David Provost, Senior Vice President of Finance and Administration, Champlain College

David is responsible for the business operations of the College including Finance, Human Resources, Campus Planning, Physical Plant, Information Technology, Safety and Security and all other non-academic functions of the institution. He has been instrumental in creating the College’s 1st comprehensive Master Plan that creates a road map for Champlain’s projected growth and needs for the next 10 to 15 years. In addition has been an integral part in establishing the Champlain College Campuses in Montreal and Dublin, and the creation of a sophisticated financial modeling tool for Champlain College’s Board of Trustees.

Joe Segale, Director of Policy, Planning and Research, Vermont Agency of Transportation

Joe is responsible for planning and policy development to guide agency spending, decision-making and effective resource management. He has more than 25 years of public and private sector experience in transportation and development and prior to joining VTrans, worked as a consultant serving clients that included municipalities, regions, states and developers. He currently serves on the Board of the New England Institute of Transportation Engineers.

Bob Stevens is a professional engineer and a sometimes developer.  He is the founder and principal of Stevens & Associates, an Architectural and Engineering firm located in Brattleboro Vermont.

Keith Wagner, Landscape Architect, Artist and Founding Partner, Wagner Hodgson Landscape Architecture

Keith received a Bachelor of Landscape Architecture from ESF – Syracuse University in 1985. The following 2 years were spent in Boston working as a lead designer with William Pressley & Associates where he played an important role in the design of a broad range of projects.  Keith established his own practice in 1987 in Burlington, Vermont. Since that time, Keith has grown the studio into a nationally recognized, diverse practice with a formidable reputation for establishing a strong sculptural dialogue between buildings and landscape. Keith is active as a visiting professor, a design juror, frequent lecturer, and has been widely published. Wagner Hodgson Landscape Architecture has received numerous commendations and awards for institutional, corporate, public and residential landscape design from the American Society of Landscape Architects (ASLA), The Vermont Chapter of ASLA (VTASLA) and the American Institute of Architects (AIA). In 2009, Keith was named a “Fellow” by national ASLA.

 Matthew Wheaton, Vice President, DEW Properties

Matt was born and raised in the Finger Lakes Region of Western New York; swinging a hammer and learning the craft of construction alongside his Dad as a toddler. Matt attended the University in Northfield, VT where he studied Architecture and graduated with his Masters. After graduation he began a 12+ year career as a Project Manager for TruexCullins Architecture in Burlington, VT where he worked on a variety of residential and commercial projects. Matt left architecture and joined DEW Construction in 2012 as the Manager of Preconstruction Services and has grown to become the Vice President of DEW Properties. DEW Properties manages and owns land and facilities nearing one-half million square feet in VT and NH and actively seeks new markets and opportunities in NY and New England.

Chris Yandow, Preconstruction Manager, Engelberth Construction

Chris graduated with a BSCE degree from the University of Vermont followed by a 4 year military engineering commitment in the Air Force.  Following the Air Force, Chris has worked in commercial construction, first for a large general contractor in Rhode Island, and since 1995, with Engelberth Construction in various project management positions.  His current responsibilities in Preconstruction Services include managing client relationships and directing project development.

Michael Zahner, Government Affairs – Environmental & Energy Policy, Vermont Chamber of Commerce

Michael has 28 years of experience in the administration of Act 250, serving half his tenure as the Vermont Natural Resources Board’s Executive Director.  In that role, Michael was primarily responsible for the overall administration of Act 250 including quasi-judicial and administrative functions; major policy formulation; promulgation of rules; program and personnel evaluation; as well as, statistical tracking and analysis. Michael now works for the Vermont Chamber of Commerce in legislative affairs relating to land use, environmental protection and energy. In the off-season, he provides a full range of Act 250 consulting services.

Thank you to the Vermont Development Conference Planning Committee:

Michael Willard, SE Group

Evan Langfeldt, ReArch Company

Alex Halpern, Freeman French Freeman

Scott Jaunich, Downs Rachlin Martin

Mary Lintermann, Cumberland Group, Inc.

Joel Dube, Northfield Savings Bank

Jeffrey Nelson, VHB

David Saladino, RSG

Erik Hoekstra, Redstone