Return to Meetings > Santa Fe, New Mexico-January 22-24, 2012

January 2012 Agenda

                                      EBA Meeting Agenda

Santa Fe, New Mexico January 22, 23, 24, 2012

Sunday, January 22, 2012

6:00 -7:00 PM Committee Reports—Open to All EBA Members

7:00 -8:30 PM MIXER for Everyone, Courtesy Platinum Sponsor Partner Engineering & Science, Inc.

Monday January 23, 2012

7:30-8:30AM Registration/Continental Breakfast

Theme: Rebalancing Risk, Its Mitigation, Opportunities and Rewards - A Face to Face Event

8:30-8:45 Recognition of our Hosts and Sponsors, Welcoming Remarks- Jeff Telego, Executive Co-Director, EBA and Rick Ferguson, Chief Environmental Compliance Officer, U.S. Bank and EBA President

8:45-10:20 Lenders and Trustees as Owners/ Operators, Continuing Obligations and Conflicting Obligations, Pre-foreclosure Due Diligence and Fiduciary Compliance and Management Issues –Sharon Valverde, Environmental Risk Administrator, JP Morgan Chase, N.A, Brad Cahoon, Partner, Snell & Wilmer, L.L.P., Chris Srock, VP, Senior Principal, Terracon, Vince Yarina, Associate, Langan Engineering and Environmental Services, Harriet Greenwood, President, Greenwood Solutions, LLC (Moderator)

10:20-10:45  Break – Refreshments Courtesy of Silver Sponsors

10:45-12:00 From Breaking Bad to Making Good – Demystifying Laboratory Data and its Role in Environmental Risk Determinations - Liz Barringer Lagomarsino, President, Barringer Management, LLC, (Moderator), David Speis, VPof Technical Support and Laboratory Director, Accutest, Jeff Sotek, Senior Project Manager, HRP Associates, Fred Dindoffer, Partner, Bodman, PLC

12:00-1:30 Luncheon – Courtesy of Gold Sponsor – Environmental Data Resources (EDR) Trends and Emerging Issues in Commercial Real Estate, Banking and Environmental Due Diligence– Matthew Anderson, Managing Director, Foresight Analytics/Trepp (invited) and Dianne Crocker, Principal Analyst, Market Research, EDR, Inc.

1:45-2:30 Table Topics – ERM Metrics on Savings and Opportunity, Data Management/RIMS User Group, Redact and Meta Data, Update on Trends in Environmental Due Diligence, etc.

2:30- 3:30 ERM - Bank Facilities and Asset Management of Bank Operations –Joe Derhake, President, Partner Engineering and Science, Inc. (Moderator), Danny Albanese, VP, Environmental Health and Safety, JPMorgan Chase Facilities Group, Galina Chadwick, SVP environmental Manager, Corporate Workplace, Bank of America, Steve Colton, VP Environmental Manager, Wells Fargo Facilities Group

3:30-3:45 Break- Refreshments Courtesy of Silver Sponsors

3:45-4:45 Emerging Roles of Sustainability Officers – Scott Beckerman SVP and ERM Group Manager, Comerica Bank, Lisa O’Brien, Senior Vice President/ Director, Environmental Affairs, US Bank, & Jamie Evans, RBC Financial, Jeff Telego, Executive Co-Director, EBA(Moderator)

4:45-5:45 Emerging Trends in Energy Efficiency Financing & Underwriting, - Panel – Ken Patterson, Advanced Energy Innovations, David Hodgins, President, Sustento Group formerly Clinton Climate Initiative, Anthony Buonicore, CEO, Buonicore Partners, LLC and Brian McCarter, CEO, Sustainable Real Estate Solutions, (Moderator)

5:45-7:15 RECEPTION Courtesy of Goodwin Procter- Recording Artist Ramon Bermudez, Jr. Spanish Flamingo Guitarist -- Visit Sponsors Poster Sessions for Unique Project Summaries

9:00-11:00 Networking Night Cap – Courtesy of Gold Sponsor - Sustainable Real Estate Solutions (SRS)

Tuesday, January 24, 2012

8:00-8:30 Bankers and Sponsors Continental Breakfast, Refreshments Courtesy of Silver Sponsors

8:30-9:45 Open Forum – SBA Assorted Topics: Gas Station Loans, SOP Revisions to 50 10 5 (D) and 51 Liquidation Policies, Issues, Answers and Clarifications- Eric Benderson, Associate General Counsel, SBA, Eric Adams, District Counsel and Special Assistant United States Attorney(invited), Stephen O’Lear, Los Angeles District Counsel, Patricia M. Cavanaugh, Senior Attorney, Small Business Administration, Michael Covert, Director of Environmental Due Diligence, Terracon Dennis Firestone, Managing Director, CBRE,& Derek Ezovski, President, ORMS. (Co-moderators)

9:45-10:30 ASTM Update E1527.XX Phase I ESA, Continuing Obligations, BEPA, and AAI v. ASTM – and Non Scope Changes Effecting Business and Real Estate Transactions – Julie Kilgore, President, Wasatch Environmental, Panel Moderator plus Committee Chairs or Task Group Representatives

10:30-10:45  BREAK – Refreshments Courtesy of Silver Sponsors

10:45-11:30 Land Title Reports – The Good, The Bad and The Ugly - Jamie Haberlen, National Account Manager, EDR, Inc. (Moderator) Hank Burnham, Director Data & Content, EDR, LaNeicia Stone, Senior Environmental Technical Advisor, EMG, David Lambert, Environmental Risk Manager, Wells Fargo Bank

11:30-12:00 Natural Resource Damages Effecting Lenders and Trustees - Larry Kirsch, Partner, Goodwin Procter

12:00-1:30 LUNCHEON Courtesy of Gold Sponsor Langan Engineering & Environmental Services

Integrating Sustainable Remediation at Port Terminals, Matthew Trammell, Project Manager, Environmental Consulting & Technology, Inc. and William Harris, Environmental Manager, Keystone Properties, LLC

1:30 – 2:30 Update on Environmental Insurance for Loan Origination, Refinancing, Portfolios of Distressed Assets Pre- and Post-Foreclosure and Borrower Environmental Indemnifications and Limitations- Dan Peltz, Director of National Sales Regional Manager of Ohio, AKTPeerless, (Co-Moderator), Kevin Margolis, Partner, Benesh Friedlander, Josh Pillion, VP, Chubb, Sandra Gaurin, Insurance National Account Manager, Tetra Tech, Jeff Telego, Executive Co-Director( Co-Moderator)

2:30 – 3:15 Claims Management Using Environmental Forensics, Stephen Henshaw, President, EnviroForensics and Policy Find

3:15 – 3:30 Break – Refreshments Courtesy of Silver Sponsors

3:30 – 5:30 Environmental Banker Roundtable – Bankers Only Session – A Must Attend!

Simultaneously an Environmental Consultants Roundtable with Anthony Buonicore, CEO, Buonicore Partners, LLC