EBA Providence Presenters
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Dianne Crocker, Principal Analyst, EDR Insight

Presenting: Session 1: Federal Enterprise Agencies and Different Bank Loan Products
Monday, June 5 at 8:15am


With 20 years of experience in the environmental industry, Ms. Crocker provides strategic data and analysis on environmental due diligence trends to environmental consultants, commercial real estate lenders, corporations and other parties involved in real estate transactions. Under Ms. Crocker’s direction, EDR Insight delivers strategic analytics, best practices in risk management, market intelligence reports, educational seminars and customized research for stakeholders in commercial real estate deals. She is a highly-respected expert on commercial real estate and environmental due diligence trends, and is frequently invited to speak on the state of the commercial real estate market and how real estate environmental risk is being managed.


 

Keely Felton, Energy Project Manager & Communications Manager, Nova Consulting Group, Inc.

Presenting: Session 1: Federal Enterprise Agencies and Different Bank Loan Products
Monday, June 5 at 8:15am

 

Ms. Felton is the Project Manager for all Freddie and Fannie green loan reports completed by Nova Consulting Group’s Energy Efficiency Division.  She has reviewed and submitted several hundred High Performance Building reports and Green Assessment reports for these programs. Additionally, she works closely with clients to make sure that the goals of the lenders and borrowers are met and information is communicated throughout the process.  Ms. Felton is a Certified Measurement and Verification Professional.  She is highly experienced with utility data analysis, including Portfolio Manager benchmarks, and manages the intake and oversight of this critical component.


 

Holly Neber, President, AEI Consultants
Moderator: Monday, June 5 at 8:15am

 

Holly Neber is President of AEI Consultants. She has been involved in the environmental consulting industry since 1996, in positions such as Due Diligence Project Manager, Department Manager, and Vice President Operations. As President, Ms. Neber is responsible for overseeing day-to-day operations of AEI, with a focus on operations that ensure high quality environmental and engineering due diligence, characterization and remediation services are provided from AEI's office locations nationwide. Her project experience includes assisting REIT clients with site acquisition due diligence and risk analysis associated with redevelopment projects followed by post-acquisition management of environmental issues. Key recent projects include redevelopment of industrial and historical fill areas for new office construction in the San Francisco and Seattle metro areas in connection with the ongoing growth in demand for office space for tech tenants. Holly enjoys collaborating with lenders, purchasers, and attorneys to assess the various aspects of a transaction and find creative ways to move redevelopment projects forward through environmental challenges.


 

Derek Ezovski, President, ORMS, LLC.

Moderator: Monday, June 5 at 8:15am
and

Presenting: Affiliate Only Session
Tuesday, June 6 at 2:00pm

 

Derek Ezovski is President of ORMS, LLC. ORMS is a risk management consulting firm designed to help lenders, investors, and other real estate professionals create and manage their property due diligence programs. Derek was previously the Managing Director of EDR’s Commercial Property Due Diligence. Previously, Mr. Ezovski spent three years at Marsh Inc., a worldwide risk and insurance services firm, as the company's Environmental Practice Leader for its Connecticut operations advising clients on a wide range of environmental risk management issues including environmental insurance and financing. Prior to Marsh, Derek was the Environmental Risk Manager for Fleet Bank's Small Business Services. He was also the Engineering Manager at Travelers Property Casualty Corp.


 

Tim Sullivan, Deputy Commissioner, Department of Economic and Community Development

Presenting: Session 2:  Redevelopment and Infrastructure for Tomorrow’s Northeast Cities
Monday, June 5 at 10:00am

Tim Sullivan joined the Department of Economic and Community Development (DECD) in January 2014, and became Deputy Commissioner in January 2015. Tim oversees several key components of Governor Malloy’s economic development strategy, including tourism, brownfield redevelopment, transit-oriented development, and waterfront initiatives. He also manages the state’s “still revolutionary” branding effort, which raises awareness about Connecticut as a great place to visit and grow a business.  

Prior to joining DECD, Tim served as Chief of Staff to the New York City Deputy Mayor for Economic Development during the administration of Mayor Michael R. Bloomberg. In that role, Tim focused on key areas of city policy including transportation and transit-oriented development; brownfield redevelopment; waterfront and maritime/port redevelopment (serving as the citywide waterfront policy coordinator); public and affordable housing policy; small business support; infrastructure finance; and public/private partnerships.  He played a critical role in several noteworthy initiatives of the Bloomberg administration, including the engineering and applied science campus being developed by Cornell University on Roosevelt Island, major brownfield/waterfront development projects in Brooklyn, Queens and Staten Island, the restructuring of the New York City Housing Authority, implementation and expansion of the East River Ferry, efforts to expand the #7 subway line to New Jersey, and the Citibike bike sharing program.


 

Stephen Graham, Professional Engineer, AEI Consultants

Presenting: Session 2:  Redevelopment and Infrastructure for Tomorrow’s Northeast Cities
Monday, June 5 at 10:00am

Mr. Graham is a Professional Engineer and also has been a Massachusetts-Licensed Site Professional since 2002. He manages the New England office for AEI, based in the financial district of Boston, and has over 30 years of experience in advising commercial real estate clients on environmental due diligence and the investigation and remediation of impacted buildings and subsurface.


 

Laura Clifford, Senior Project Manager, ESI

Presenting: Session 2:  Redevelopment and Infrastructure for Tomorrow’s Northeast Cities
Monday, June 5 at 10:00am

Laura Clifford is one of the Senior Project Managers at ESI.  She obtained her Licensed Site Remediation Professional (LSRP) license in 2012 at the inception of the New Jersey Department of Environmental Protection (NJDEP) program and was one of the first LSRPs in New Jersey.  She has been involved in the environmental consulting industry for over 15 years specializing in hydrogeological and geological assessments and remediation of sites known or suspected to be contaminated by hazardous materials.  Mrs. Clifford is also experienced in the due diligence process and has facilitated many property transactions, including as the representing LSRP for several NJDEP Industrial Site Recovery Act (ISRA) cases.


 

Sam Haydock, Director of Business Development, BL Companies

Presenting: Session 2:  Redevelopment and Infrastructure for Tomorrow’s Northeast Cities
Monday, June 5 at 10:00am
and
Moderator: Tuesday, June 6 at 10:45 AM

Mr. Haydock has 30 years of experience in environmental and land-use consulting. He is the Director of Client Relations and Business Development at BL Companies and was previously Director of Northeast Environmental Operations, He has served as Program Manager and Senior Project Manager for complex environmental programs and projects.  He has extensive experience with environmental projects for developers, lending institutions, municipalities, municipal development entities, and state agencies.  His technical background includes all aspects of environmental due diligence, designing and managing site characterization studies for contaminant investigations, design and management of site remediation and brownfields redevelopment projects, environmental permitting, ground water exploration and development, water resource assessment, and land-use impact evaluations.


 

Brian Mende, Vice President, ESI

Moderator: Monday, June 5 at 10:00am

Mr. Mende has 34 years  of experience in the environmental industry in both the consulting and banking sectors.  Mr. Mende served 8 years as a Senior Environmental Risk Manager with a major national lending institution providing environmental consulting expertise for industrial, commercial and multi-family residential development projects, including but not limited to Brownfield redevelopment, gasoline station finance, corporate facility assessments (nationally and internationally) and agro-financing. His experience also includes advising lenders and developers Fannie-Mae, Freddie Mac and SBA programs, as well as, assisting in the creation and implementation of environmental risk policy on CMBS and corporate facilities in the U.S. and Latin America. Additionally, his experience includes managing, designing and conducting geologic, hydrogeologic, geophysical and environmental assessments and remedial action plans throughout the United States, Puerto Rico and the US Virgin Islands. Mr. Mende has conducted numerous facility decommissioning, Superfund (NPL) investigations as a consultant to the EPA for lead and oversight assignments throughout EPA Region II, radiological studies, and ECRA / ISRA evaluations in NJ.


 

June Swallow, Chief of the Center for Drinking Water Quality, Rhode Island Department of Health

Presenting: Session 3:  Community Environmental Risks
Monday, June 5 at 2:00pm

 

June Swallow is Chief of the Center for Drinking Water Quality within the Rhode Island Department of Health. In that capacity, she is responsible for the administration of Statewide programs to assure safety of public water supplies and public swimming pools, bottled water, and private wells. June serves on the Rhode Island Drinking Water Operator Certification Board and the Rhode Island Water Resources Board, and is a past American Water Works Association Regulatory Agencies Division Chair and Association of State Drinking Water Administrators President.


 

 

Irv Cohen, CEO, ESI

Presenting: Session 3:  Community Environmental Risks
Monday, June 5 at 2:00pm

 

Mr. Cohen has been the Chief Executive Officer and Chairman of the Board of ESI since its inception in 1975.  His experience encompasses all aspects of environmental consulting and due diligence.  Mr. Cohen has testified as an expert witness at all levels of the judiciary system.


 

Brian Nemetz, Technical Director of Industrial Hygiene, Partner Engineering & Sciences

Presenting: Session 3:  Community Environmental Risks
Monday, June 5 at 2:00pm

Brian has almost 20 years of experience as an Industrial Hygienist. As a Technical Director of Industrial Hygiene and a principle for Partner Engineering, he is responsible for managing a nation-wide staff covering all aspects of industrial hygiene including, but not limited to the following:  lead in drinking water, asbestos, lead-based paint, radon, indoor air quality, Legionella, negative exposure assessments, and mold investigations.  These projects may include, overseeing multi-phase remediation projects for commercial, industrial, governmental, and construction companies.  Brian, has of course, completed projects of the aforementioned topics. Brian given hundreds of presentations on various industrial hygiene topics and has been published numerous times.  Brian graduated from Stockton College in New Jersey and has worked for the Clayton Group Services, Engineering and Fire Investigations, BEM Systems, the PMK Group, Hillmann Consulting and of course Partner Engineering and Science.


 

Sam Bell, Technical Planning Lead, GZA GeoEnvironmental

Presenting: Session 3:  Community Environmental Risks
Monday, June 5 at 2:00pm

Sam Bell is a Senior Hazard Mitigation Specialist and a Professional Planner with over 16 years of experience.  Sam is the Technical Planning Lead for Hazard Risk Management and Climate Change Services at GZA. Sam assists both public and private entities including municipalities, insurance providers and commercial real estate managers in conducting flood vulnerability assessments and developing plans to make critical assets more resilient to the future impacts from coastal and riverine flooding. Sam served as the Project Manager for the successful development of the Stratford Coastal Community Resilience Plan, and is currently the Project Manager assisting the Towns of Old Saybrook and Westport, CT in developing coastal resilience plans.  Mr. Bell also served as the Project Manager providing HR&A coastal regulatory and permitting guidance as a part of the December 2016 Climate Ready Boston Final Report, and is assisting the Towns of Somerset and Milford, Massachusetts in developing local FEMA multi-hazard mitigation plans.   

Prior to joining GZA, Mr. Bell worked for FEMA and was responsible for FEMA natural hazard mitigation and disaster resiliency technical assistance to coastal communities throughout New England, including Connecticut.  Mr. Bell administered grants designed to protect critical facilities, public and private infrastructure, natural resources and historic districts in coastal and riverine environments. Mr. Bell worked with multiple State Emergency Management Agencies and Departments of Environmental Protection as well as numerous municipalities and regional planning agencies to identify strategies and flood mitigation solutions to protect residences and critical facilities from incurring damages from future flooding. Sam has a Bachelor Environmental Design in Planning from the University of Colorado-Boulder and a Master of Arts in Urban and Environmental Policy and Planning from Tufts University.


 

Steven McCurdy, Director, Massachusetts Department of Environmental Protection

Presenting: Session 3:  Community Environmental Risks
Monday, June 5 at 2:00pm

Steve McCurdy is the Director of MassDEP’s Division of Municipal Services, where he oversees the State Revolving Fund loan programs, plus several state and federal grant programs.  A graduate of Merrimack College and Suffolk University’s Sawyer School of Management, Steve has overseen billions of dollars of investments in local water infrastructure projects across the Commonwealth, during his tenure with DEP. 

Mr. McCurdy is also a member of the Warrant Committee, representative Town Meeting, and the Capital Planning and Improvement Committee in the town of Milton, MA, where he resides. This service has provided Steve with extensive experience and perspective on financial planning and budgeting issues and processes on the municipal level, as well as on the state level.


 

Kathryn Peacock, Principal, Partner Engineering and Science, Inc.

Moderator: Monday, June 5 at 2:00pm

Kathryn Peacock is a Principal for Partner Engineering and Science. She has been practicing in the environmental and engineering due diligence field for 15 years, and has worked on thousands of transactions, subsurface investigations, and site remediation projects. Her clientele includes many of the nation’s largest lenders, real estate investors, and corporations. She holds a bachelor degree in Soil Science from Prescott College and a Masters in Education from the Arizona Teachers Institute. Kathryn speaks and writes frequently on a wide range of environmental due diligence topics.


 

Michael Kulka, CEO, PM Environmental
Presenting: Session 4: Case Studies in Hazardous Building Materials
Monday, June 5 at 3:30pm

 

Michael Kulka (Mike) is co-founder and serves as Chief Executive Officer of PM Environmental, Inc., a national full service environmental risk management firm. Mr. Kulka has a B.S. in Civil and Environmental Engineering from Michigan State University and is a licensed Professional Engineer (P.E.) in Michigan, Alabama, and Georgia. He specializes in Environmental Due Diligence, Portfolio Management, Mergers, and Acquisitions, and Transactional Real Estate and Development.  He is the National Client manager for numerous Fortune 100 financial institutions, retail chains, industrial conglomerates, and real estate developers. He has directed complex environmental due diligence related to the financing, acquisition, brownfield incentive procurement, remediation and redevelopment of real estate for retail, commercial, industrial, and multi-family housing. He is also a Michigan Certified Underground Storage Tank Professional (C.P.) and has worked on hundreds of UST assessment and closures. Mr. Kulka has presented on national panels within the environmental industry on topics such as Environmental Due Diligence, Brownfield, Leaking Underground Storage Tank (LUST), Environmental Compliance, and Environmental Oddities.


 

Bill McGuinness, Environmental Risk Analyst and VP of Operations, Environmental Risk Innovations (ERI, LLC)
Presenting: Session 4: Case Studies in Hazardous Building Materials
Monday, June 5 at 3:30pm

Bill McGuinness is an Environmental Risk Analyst and Vice President of Operations for ERI, LLC. Prior to joining ERI, he was a consultant in the environmental industry for over 20 years. His consulting experience includes consulting services to local oil companies, major convenience store chains, furniture and textile manufacturers, property developers, institutional investors, and individuals in the private sector. Since joining ERI, he has been assessing the environmental risk associated with multi-tenant retail, multi-family residential, commercial real estate, industrial and Brownfield redevelopment properties. He is a Licensed Geologist in North Carolina, South Carolina, Florida and Georgia. He received his B.S. in Geology/Geophysics from the University of Missouri – Rolla, and his M.S. in Geology from the University of Toledo. He is also an Adjunct Lecturer at Winthrop University in Rock Hill, SC.


 

Beth Sexton, National Manager - Due Diligence Group, PM Environmental, Inc.
Moderator: Monday, June 5 at 3:30pm

 

Beth Sexton is the National Due Diligence Manager for PM Environmental, Inc. Ms. Sexton has over 10 years of experience performing environmental due diligence on a variety of properties for financial institutions and borrowers.  As the National Due Diligence Manager, Ms. Sexton is in charge of managing all aspects of PM’s 3,000 to 4,000 annual transactional due diligence projects, coming in from over 20 PM offices.  Ms. Sexton is a Michigan native with a Bachelor Degree from Michigan State University and a Master of Science from University of Michigan. 


 

Don Kellar, CEO, Fulcrum Resources Environmental

Presenting: Session 5: Bank Facilities Management and Due Diligence
Tuesday, June 6 at 9:00am


Don Kellar is CEO and Co-Owner with his wife Ling Cao of Fulcrum Resources, Inc, a nationwide and full-service environmental and engineering firm based out of Los Angeles, California. Fulcrum has 10 offices across the U.S., which consist of teams of experts consisting of Geologists, Engineers, LEED APs, Contractors, and Industrial Hygienists. Don has over 16 years of experience in the environmental industry. He obtained his B.S. in Physical Geography from the University of Michigan, and his M.S. in Hydrogeology from California State University-Los Angeles. He is the recipient of multiple awards consisting of entrepreneur acknowledgement and Environmental Green Consulting Firm of the Year from SBA. Don is also a licensed Professional Geologist in California, Florida, Arizona, and Texas, and also a Nationally Recognized Environmental Professional.


 

Galina Chadwick, Senior Vice President, Bank of America
Presenting: Session 5: Bank Facilities Management and Due Diligence
Tuesday, June 6 at 9:00am

Galina Chadwick is a Senior Vice President and Environmental Manager with the Corporate Real Estate Services team of Bank of America.  Galina, a licensed Professional Engineer, has more than 30 years of environmental engineering, project management and program management experience dedicated to integration of environmentally responsible practices into business operations with an emphasis on reducing environmental risks.  Her Federal and State agency experience is specialized in contaminated properties remediation project management and Superfund program development, while her private sector experience has focused on the development and implementation of comprehensive, sustainable environmental management systems and associated metrics to minimize operational risks and environmental impact.


 

Lori Stocker, Principal Program Manager, Amec Foster Wheeler
Presenting: Session 5: Bank Facilities Management and Due Diligence
Tuesday, June 6 at 9:00am

Lori Stocker is a Principal Program Manager with Amec Foster Wheeler Environment and Infrastructure. Ms. Stocker has over 21 years of environmental consulting experience, providing environmental due diligence, management systems, environmental regulatory compliance, industrial hygiene and program management services to banking, private equity, and retail industries. Ms. Stocker is focused on designing and delivering performance-based systems to manage and mitigate risks, to create and maintain healthy workplaces, and to drive continuous environmental improvement with integrity and discipline.  Ms. Stocker is a Licensed Environmental Professional in the State of Connecticut.


 

Joe Sturza, Global Head of Environmental Health & Safety, JP Morgan Chase
Presenting: Session 5: Bank Facilities Management and Due Diligence
Tuesday, June 6 at 9:00am

Joe Sturza is the Global Head of Environmental Health and Safety for JPMorgan Chase, where he leads a team of 7 EHS professionals, augmented with fourteen 14 service provider EHS staff. He has been with JPMorgan Chase for 7 years. His group is responsible for identifying and mitigating environmental risk at over 6,400 properties, located in 62 countries. Prior to joining JPMorgan Chase, he worked as an environmental consultant for 11 years and as a contractor for 9 years. Joe holds a bachelor’s degree in Forest Engineering from the University of Washington and an MBA from the University of Arizona. Joe has been a member of the EBA since 2010.


 

Jeffrey Sotek, Branch Manager Associate, Amec Foster Wheeler
Moderator: Tuesday, June 6 at  9:00am

Mr. Sotek is an Associate at Amec Foster Wheeler, as well as a licensed Professional Engineer, Certified Safety Professional and Certified Industrial Hygienist. Mr. Sotek began his engineering career in 1990. Since then he has gained significant experience in wide range of EHS consulting and engineering projects. He routinely provides EHS consulting and due diligence services to lending institutions, private industry, as well as governmental agencies. Mr. Sotek has authored hundreds of technical reports and studies and has advised his clientele on numerous environmental, health and safety issues. In addition to his professional experience in the engineering field, Mr. Sotek has also been a guest speaker at numerous seminars and short courses for several associations and corporations.


 

David Lambert, Vice President and Environmental Manager, Wells Fargo Bank

Presenting: Banker Only Session
Tuesday, June 2 at 2:00pm

 

David Lambert (Dave), is a Vice President and Environmental Manager with the Real Estate Technical Services (RETECHS) Environmental risk management group of Wells Fargo Bank.  Dave manages environmental risk, developing environmental policy, interpreting and arbitrating environmental policy requirements for various business lines, environmental review of one-off and portfolio transactions, and developing and implementing group-wide operational processes and procedures.  Prior to joining Wells Fargo, for 20 years Dave held senior management positions in two national environmental consulting firms that served the banking industry, where, in addition to business development, project consulting, and customer management responsibilities, he had full profit and loss accountability and corporate finance responsibilities. Dave is currently EBA's Treasurer and he has been a member of the EBA since 2011.


 

Jan Sheinson, Environmental Risk Manager, BMO Harris Bank
Moderator: Tuesday, June 6 at 9:00am
and
Presenting: Banker Only Session  Tuesday, June 6 at 2:00pm

Jan Sheinson has twenty two years of experience as the Bank's environmental risk manager for two major lending institutions - JP Morgan Chase and now BMO Harris Bank (BMO). Jan manages all levels of environmental due diligence for all lines of business throughout BMO’s U.S. footprint. He is responsible for ensuring relationship managers comply with the Bank’s environmental risk policy and procedures. When characterizing the extent of subsurface impact in terms of cost of to cure (remediation), one of Jan's primary responsibilities is to provide a technical opinion and integrate the environmental risk within the framework of the loan transaction. Primary lines of businesses Jan serves include commercial real estate, community development, business banking, middle market, private bank (wealth management), asset based lending, and capital markets. Jan's other roles include governing, training, and ensuring the lending units comply with the bank's environmental risk policy and procedures. Jan graduated from Temple University with a bachelor’s degree in environmental geology.


 

Julie Kilgore, President, Wasatch Environmental
 Presenting: Affiliate Only Session
 Tuesday, June 6 at 2:00pm

 

Julie H. Kilgore is President of Wasatch Environmental, an environmental science and engineering firm based in Salt Lake City, Utah. She has over 20 years’ experience in environmental assessment, investigation, remediation, and regulatory agency coordination. Julie has been directly involved in investigation, cleanup, and negotiating regulatory closures for several chlorinated solvent, metals, and petroleum-impacted sites including facilities with multi-agency interests. Julie is the chair of Committee E50 on Environmental Assessment, Risk Management, and Corrective Action. Julie also chairs the task group responsible for developing E 1527-05, Practice for Environmental Site Assessments: Phase I Environmental Site Assessment Process, has served on the ASTM International Board of Directors, and was involved in the Environmental Affairs Committee of the Salt Lake Chamber of Commerce, and the Envision Utah Brownfields Task Force. Julie has lectured for several professional organizations, participated in national conference panel presentations, and provides industry training regarding the 2002 Small Business Liability Relief and Brownfields Revitalization Act, All Appropriate Inquiry, and Phase I Environmental Assessments.




 
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