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Friday, February 21, 2020 8:30 a.m.–2:00 p.m. Loyola University Chicago School of Law 25 East Pearson Street Chicago, IL Co-Presented by The Rooftops Project The Business Law Clinic at the Center for Business Law, Loyola University Chicago School of Law Property Perspectives for Not-for-Profit Organizations 2020 THE ROOFTOPS CONFERENCE CHICAGO Friday, February 21, 2020

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  • Rooftops Group LLCE [email protected]

    Friday, February 21, 20208:30 a.m.–2:00 p.m.

    Loyola University Chicago School of Law 25 East Pearson Street Chicago, IL

    Co-Presented byThe Rooftops ProjectThe Business Law Clinic at the Center for Business Law, Loyola University Chicago School of Law

    Property Perspectives for Not-for-Profit Organizations

    2020

    Philip H. Corboy Law Center25 E. Pearson Street Chicago, IL 60611

    T 312.915.7508E [email protected]

    THE ROOFTOPS CONFERENCECHICAGO

    Friday, February 21, 2020

  • Project Mission and Goals

    The Rooftops Project is an initiative founded and directed by James Hagy, Distinguished Lecturer in Residence at Loyola University Chicago School of Law and Distinguished Adjunct Professor with the Center for Real Estate Studies at New York Law School. It provides real estate programs, workshops, and Web and print resources for not-for-profit organizations, with several goals:

    n To be the host of an ongoing dialogue within the community of not-for-profit executives and managers, not-for-profit board members and volunteers, and real estate industry professionals about topics relating to the effective occupancy, use, and management of real estate in the social sector.

    n To highlight and celebrate the diverse roles played by real estate (as physical space) in supporting the missions of not-for-profit organizations of every type, from museums to places of worship, from social and human services to education and advocacy.

    n To increase awareness of the contribution that a disciplined approach to real estate can make in not-for-profit organizations of every size, from those with a single location to those with a national or international presence.

    Copyright © 2020 Rooftops Group LLC. Copyright to individual articles and other content reproduced in conference materials is held and retained by the individual author or copyright holder. All rights are expressly reserved. Conference presentations and these materials may not be quoted, copied, referenced, or reproduced in any way, in whole or in part, whether in printed or electronic format, without express written permission, which may be given or withheld in the sole discretion of the individual author or copyright holder.

    A few important notes and a legal disclaimer (after all, at Loyola University Chicago School of Law we are trained as lawyers and we train future lawyers, so inevitably we think like lawyers):

    • The Rooftops Conference 2020 and these accompanying materials are not intended and should not be constructed as legal, tax, investment, or professional advice.

    • The information and views expressed may not apply to individual readers or to their organizations or to any particular facts of circumstances.

    • Attendance at The Rooftops Conference 2020 or receipt of these materials does not create any attorney-client relationship.

    • Engagement and consultation with appropriately qualified, experienced, and licensed professionals should always be sought with respect to planned transactions, investments, and projects.

    • These materials are provided as a supplement to the panel discussions and presentations at the live conference, but do not serve as a summary or outline of the live discussion. They do not purport to be a complete or exhaustive treatment of the topics they address.

    • Views expressed by speakers and panelists, or in these materials, are not necessarily those of Rooftops Group LLC, Loyola University Chicago School of Law, its faculty, staff, or students.

    • Neither Rooftops Group LLC nor Loyola University Chicago School of Law nor its faculty or staff evaluates, rates, reviews, or recommends products, services, or suppliers whatsoever. Any particular products, services, or suppliers mentioned are used as examples to illustrate concepts and are for general information only.

    • No representations or warranties are given whatsoever, express or implied, with respect to information presented at The Rooftops Conference or contained in these materials or their accuracy. Any representations or warranties that might otherwise exist, whether by statute, common law, or otherwise, are expressly excluded and disclaimed.

    • Rooftops Group LLC and Loyola University Chicago School of Law and its faculty expressly disclaim and do not accept any liability for any loss resulting from errors or omissions contained in, or for following or applying principles or views expressed at, The Rooftops Conference or in these materials, including without limitation any liability for direct, indirect, consequential, exemplary, or punitive damages or for loss of profits or business opportunity, whether by tort, negligence, breach of contract, or otherwise.

  • 8:30 a.m.

    Registration and Continental Breakfast

    8:50 – 9:00 a.m.

    Welcome and Introductory RemarksConference Moderator:

    James Hagy, Distinguished Lecturer in Residence, Loyola University Chicago School of Law and Founder and Director of The Rooftops Project

    9:00 – 9:15 a.m.

    Your Lawyers, Your TeamOur newly-arrived colleague Patricia Lee, Executive Director of the Loyola Business Law Center and co-director of its Business Law Clinic, will offer reflections about the ingredients for a successful collaboration between business lawyers and their clients from her work both as legal counsel in the private sector and working with business and not-for-profit organizations while leading law school clinical programs.

    Patricia H. Lee, Randy L and Melvin R. Berlin Professor of Business Law and Executive Director, Business Law Center, Loyola University Chicago School of Law

    9:15 – 9:30 a.m.

    Rooftop Views: Year 10Professor Hagy will share perspectives and highlights based on 10 years of Rooftops Project content and programming.

    9:30 – 9:40 a.m.

    A Day in the Life….Grand building projects come along only occasionally for most not-for-profits, but facilities challenges can arise virtually every day in any not-for-profit space. We will explore creative approaches used by one Chicago area organization to convert seemingly mundane and sometimes surprising property problems into cost-saving, mission-focused opportunities.

    Rachel Simpson, Business Administrator, North Shore Unitarian Church

    9:40 – 10:00 a.m.

    What Did They Just Say (or Sing, or Play….)?Whether you attend a theater or music event or a small group meeting, everyone wants to hear. Better yet, everyone wants to hear well. Yet whether it’s in a grand performance venue or a borrowed room, creating a great sound experience can be a challenging task. Sound systems may often be an afterthought in designing new projects, while just plugging extra equipment into an existing space may be a poor investment. Acoustics within the space may not be fully considered. Whether you are planning a major new building or just borrowing a space for the day, independent consultant Jeff Lipp will share perspectives on the role of sound and acoustics in not-for-profit space.

    Jeffrey D. Lipp, Principal Consultant, Lipp AV Design

    10:00 – 10:20 a.m.

    Break and Move to Breakout Rooms

    THE ROOFTOPS CONFERENCE 2020

    The Rooftops Conference • 1

    AGENDA

  • 10:20 – 11:10 a.m.

    Breakout SessionsBREAKOUT SESSION A

    Can This Be … Less Taxing?

    The opportunities for not-for-profit organizations to understand, manage, and appropriately minimize tax in connection with capital projects and real estate occupancy and operations go well beyond initial qualification for exempt status with the Internal Revenue Service and state and local real estate taxing authorities. This session will start with the basics of income and real estate tax exemption under U.S. law, then will explore a variety of advanced and current topics, including how not-for-profit organizations can avoid common mistakes. Can outside organizations that use or host events in your space present issues, too? The examples may send you away thinking about your own operations!

    Samuel Brunson, Georgia Reithal Professor of Law, Loyola University Chicago School of Law

    BREAKOUT SESSION B

    If Aesop Rode Elevators: Telling Your Story in the Age of Limited Attention, Soundbites, and Social Media

    Effective communications are at the heart of any capital campaign for new construction; fundraising for needed building maintenance and repair can be even harder. And even between campaigns, every day begins again with telling your story, about your mission and your impact. Are you clear what action you hope audiences will take in response to your messaging? How can you maximize time and cost when creating video about your cause? Lessons from professional TV and film production will illustrate how even the weather and the time of day can be strengths, or costly weaknesses, in your next communications project!

    Matthew Braun, CEO, The Corporate Moving Image, LLC

    BREAKOUT SESSION C

    No Vines, Please! Successfully Planning and Managing Capital Projects

    In a 1953 New York Times Magazine interview, famous Chicago architect Frank Lloyd Wright explained that while doctors can bury their mistakes, architects can only suggest their clients to plant vines. Your organization’s next project may be a new building or expansion, needed repairs to your current property, or readying leased space for your future occupancy. Whatever the size and scope of the project, the starting point is the link between design, mission, and programmatic vision, building a consensus within your organization and often with stakeholders in the community. This session will explore how to prepare for effective collaborations in the architecture and design process, from dream to grand opening.

    Walter Eckenhoff, FAIA, ACHA, Founding Principal, Eckenhoff Saunders Architects

    11:10 – 11:30 a.m.

    Break, return to main space for lunch program

    11:30 a.m.– 11:45 p.m.

    Boardroom Bliss, Boardroom Blitz (Part 1)Property-related matters present opportunities and challenges to not-for-profit board and staff leadership, from transactions and projects to governance, compliance, finance, and operations. In Part 1 of this mock board meeting simulation, you will confront and consider a variety of surprise real estate scenarios as you imagine yourself attending the first session at a not-for-profit organization with plenty of property puzzles. You will later have a chance to compare how you would vote to the conclusions our guest panel will reach during our luncheon presentation!

    2 • The Rooftops Conference

    THE ROOFTOPS CONFERENCE 2020

  • The Rooftops Conference • 3

    THE ROOFTOPS CONFERENCE 2020

    11:45 a.m. – 12:45 p.m.

    Boardroom Bliss, Boardroom Blitz (Part 2)Our guest panelists will confront and consider these not-for-profit boardroom scenarios, also bringing and reflecting on the outcomes reached earlier by our audience.

    Moderator: Professor James Hagy

    Patricia B. Carlson, Deputy General Counsel, Archdiocese of Chicago

    Sara J. Gourley, Senior Counsel, Sidley Austin LLP

    The Reverend Lucas Hergert, Minister, North Shore Unitarian Church

    Patricia H. Lee, Randy L and Melvin R. Berlin Professor of Business Law and Executive Director, Business Law Center, Loyola University Chicago School of Law

    Stacy Ratner, Vice President Creative, Public Good

    Maurice Williams, Vice President of Economic Development, Chicago Community Loan Fund

    Gregg Witt, Senior Vice President, CBRE

    12:45 pm. – 1:30 p.m.

    Chicagoland Project ShowcaseIn this session, we will celebrate diverse Chicago area organizations with unique property and project stories connected to and advancing core not-for-profit missions and the communities in which they operate. Each organization will share experiences that may inform and inspire the approach at your organization, too.

    FBRK Impact House

    Israel Idonije, Founder, FBRK Impact House

    Larry Serota, LEED AP, Executive Managing Director, Transwestern

    Independence Library and Apartments and Northtown Library and Apartments

    David Block, Director of Development, Evergreen Real Estate Group

    “Sacred Spaces in 360°” and “Chicago’s Shifting Synagogue Landscape,” part of the project Digital Chicago: Unearthing History and Culture” at Lake Forest College

    Benjamin E. Zeller, Associate Professor of Religion, Lake Forest College

    1:30 – 2:00 p.m.

    Reception

    AGENDA

  • MODERATORJAMES HAGY, Distinguished Lecturer in Residence, Loyola University Chicago School of Law and Founder and Director, the Rooftops ProjectJim Hagy is Distinguished Lecturer in Residence at Loyola University

    Chicago School of Law. He founded and directs The Rooftops Project at Loyola University School of Law and at New York Law School’s Center for Real Estate Studies. Jim also has served as an affiliated transnational professor at Peking University School of Transnational Law and lectures frequently at other universities and for business audiences in the United States and abroad. During his 28-year career with Jones Day, the global law firm, Jim served for 10 years as the co-chair of the firm’s worldwide general real estate practice. He also formed and chaired the firm’s Corporate Real Estate Services practice worldwide. He advised a broad range of Fortune 500, FT 500, and private companies in major national and international transactions.

    PANELISTS AND SPEAKERSDAVID BLOCK, Director of Development, Evergreen Real Estate Group

    David joined Evergreen in September, 2014 and originally served as Director of Affordable Housing Development. An architect and urban planner, he has been involved in community development and affordable housing for more

    than 20 years. Prior to joining Evergreen, David spent 12 years at The Community Builders, a national not-for-profit organization, where he was Director of Development for Illinois, Indiana, Michigan and Wisconsin. In his time at The Community Builders, David managed portions of three significant public housing transformation engagements – in Hartford, Connecticut, Louisville, Kentucky, and Chicago – and he also led the development of the residential component of The Shops and Lofts at 47 (with Skilken Development), a complex $46 million mixed-use, mixed-income development that included 120 apartments and an urban prototype store for a large national grocery chain. David earned a master of architecture degree from Washington University in St. Louis and a bachelor’s degree in English from Harvard College in Cambridge, Massachusetts.

    MATTHEW BRAUN, CEO, The Corporate Moving Image, LLCMatthew formed The Corporate Moving Image to help companies and organizations of all sizes effectively convey their value and unique intangibles to others

    through the craft of filmmaking. He’s extremely passionate about truly understanding his clients’ longing or pain, and then helping them properly identify their goals and messaging objectives. After working with his clients to determine if a film is the right vehicle, Matthew oversees all aspects of the filmmaking process to assure the final result has the best chance of achieving the clearly defined goal for which it was created. Following his degree in Telecommunications from Indiana University, Matthew went to film school at Colombia College. His first film earned him a letter of recommendation from the legendary Director, Arthur Hiller, who was also the President of the Academy of Motion Picture Arts & Sciences. Matthew draws from his extensive experience working on dozens of feature films, TV shows, and high-end commercials in the camera department, with some of the finest filmmakers in the world. He has also photographed narrative work that aired on network television, lit interviews with iconic talent such as Jerry Lewis, Joan Rivers, and Rob Reiner, and wrote, produced, directed, photographed, and edited commercial work for the local cineplex.

    SAMUEL BRUNSON, Georgia Reithal Professor of Law, Loyola University Chicago School of LawProfessor Brunson’s research focuses on the ways the federal income tax affects discrete groups of taxpayers, with special focuses

    on investors and families. In addition, Professor Brunson researches and writes about issues with the administration of the tax law. His articles have been published in a variety of law reviews, including the Northwestern University Law Review, the Wake Forest Law Review, the Washington University Law Review, the Alabama Law Review, and the Florida Tax Review. Prior to joining the Loyola faculty in 2009, Professor Brunson practiced law with Willkie Farr & Gallagher LLP and clerked for the Honorable George W. Miller on the U.S. Court of Federal Claims. Professor Brunson teaches Federal Income Tax and International Tax. He received his law degree in 2004 from the Columbia University School of Law, where he was a Senior Editor of the Columbia Law Review and a Harlan Fiske Stone Scholar for all three years. He also was an Editor of the Columbia Journal of European Law.

    4 • The Rooftops Conference

    THE ROOFTOPS CONFERENCE 2020

  • PATRICIA B. CARLSON, Deputy General Counsel, Archdiocese of ChicagoPat joined the Office of Legal Services of the Archdiocese of Chicago as the Deputy General Counsel in November, 2017.

    Prior to joining this office, Pat was a partner in the law firm of Burke, Warren, MacKay & Serritella and, while working at several law firms, represented the Archdiocese of Chicago for over thirty years.  She has spent her legal career primarily doing legal and tax work for not-for-profit clients.  She received her A.B. from Princeton University and her J.D. from Northwestern University.

    WALTER ECKENHOFF, FAIA, ACHA, Founding Principal, Eckenhoff Saunders ArchitectsWalt co-founded ESA in 1983. In the past 25 years he has overseen the design and construction of $1 billion in new healthcare

    facilities. These include four hospital campuses for the NorthShore University HealthSystem—Evanston, Highland Park, Glenbrook and Skokie—as well as three outpatient family care campuses for Ingalls Health System and two research structures in the Evanston/Northwestern University Research Park. Walt’s planning and design experience also includes banking, education, hospitality and industrial projects. His diverse portfolio includes two Unicom Thermal Technologies cooling plants (both of which won design awards from AIA Chicago), the Northern Trust Company Canal Center (900,000 square feet of banking back-office space), the $52 million Southgate Market retail center, and the 26-story Dana Hotel. Walt has been chair of the board of trustees of the Chicago Architecture Foundation and served as the chair for the development of the new Chicago Architecture Center. He has chaired the Design Review Commission and the Sustainable Working Group for the Village of Glencoe, Illinois and served on its Plan Commission. He holds both a bachelor’s and a master’s degree in architecture from Washington University in St. Louis and was awarded Distinguished Alumni status in 2009.

    SARA J. GOURLEY, Senior Counsel, Sidley Austin LLPSara Gourley is litigation senior counsel in Sidley’s Chicago office. She is a leader of the Products Liability Practice and served on the firm’s Executive Committee for

    more than 15 years. Sara has substantial experience in pharmaceutical, medical device, and blood products liability litigation. Her practice is concentrated in the areas of pharmaceutical and medical device defense, especially multi-jurisdictional coordination and defense of class actions. She has served in leading defense roles for clients in many of the pharmaceutical industry’s most significant litigation. Sara is consistently recognized for her products liability work by the industry’s leading ranking publications, including being named to The National Law Journal’s 2015 list of “Outstanding Women Lawyers” and “Lawyer of the Year” in the area of Mass Tort Litigation/Class Actions – Defendants in The Best Lawyers in America 2019. Sara speaks frequently on topics relating to the defense of product liability claims.

    THE REVEREND LUCAS HERGERT, Minister, North Shore Unitarian ChurchThe Reverend Lucas Hergert became the Minister of North Shore Unitarian Church in 2017. He grew up in a Unitarian Universalist

    congregation in Cincinnati, Ohio, and first heard his call to the ministry in high school. Lucas holds an undergraduate degree in philosophy from Miami University, a Master of Divinity from Harvard Divinity School, and a Doctor of Ministry from the Pacific School of Religion. This is his second ministry, having served the Unitarian Universalist Church in Livermore, California from 2009-2017. Lucas was also previously a college faculty member, teaching courses in philosophy and comparative religion. His interests include yoga, Shakespeare plays, biking, continental philosophy, fantasy novels, interfaith work, and humor.

    The Rooftops Conference • 5

    THE ROOFTOPS CONFERENCE 2020SPEAKERS

  • ISRAEL IDONIJE, Founder, FBRK Impact HouseIsrael Idonije is a builder. He has been building toward the next phase of his life since he was a child. He built an 11-year NFL career, against all odds, by

    developing himself to the status of an elite athlete. Numerous honors and awards have been given to him for his work both on and off the field including leading the NFL in blocked punts/field goals in 2005, 2006, and 2007; member of the Chicago Bears NFC Championship team, which played in the 2006 Super Bowl; the NFL’s JB Award and award for Global Dedication, April, 2008; Ed Block Courage Award, 2009; Bears “Walter Payton Man of the Year” nominee, 2009 and 2010, and one of three finalists for the League award in 2010; USA Today’s All-Joe Team, 2010 and 2012; recognized as Points of Light Awardee by Barak Obama and George H.W. Bush at the White House, 2013; presented the Order of Manitoba by Prince Charles, May 2014; awarded Honorary Doctor of Laws by University of Manitoba, June, 2014; Entrepreneur of the Year Midwest Finalist 2016; Football Manitoba Hall of Fame, 2018; and recipient of Canada’s Meritorious Service Decoration, March 2019. He is the founder of iF Charities, which programs have contributed to the lives of over 10,000 youth in Chicago, Winnipeg and West Africa. As an entrepreneur, Israel has started several successful business ventures. His company Blessed stands as the industry leader in communion supplies. ATHLiTACOMiCS develops custom comic content and properties. He will launch FBRK (fabric) Impact House, a 45,000 square foot philanthropic hub in the South Loop, this spring. It is important to Israel that all of his ventures have a positive impact on the world lifting and building others. He believes everyone is blessed with the gifts and abilities to become successful in their own unique way.

    PATRICIA LEE, Randy L and Melvin R. Berlin Professor of Business Law and Executive Director, Business Law Center, Loyola University Chicago School of LawPatricia Lee joins Loyola from Saint Louis University School of

    Law, where she served as director of SLU legal clinics and faculty supervisor of the Entrepreneurship and Community Development Clinic and the Business Law and Innovation Clinic. For more than a decade, she served as in-house corporate counsel and staff director at McDonald’s Corporation. Patricia has won numerous awards for teaching, service, and the practice of law. She is the author of “Crowdfunding Capital in the Age of Blockchain-Based Tokens,” 92 John’s Law Review 4 (2018). At Loyola, she is co-director of the Business Law Clinic and co-teaches Business Law Clinic I and II. She received both her B.A. and her J.D. degree from Northwestern University.

    JEFFREY D. LIPP, Principal Consultant, Lipp AV DesignJeffrey Lipp has been president and principal consultant of Lipp AV Design, Inc. since its incorporation in 1998. He has spent over thirty years in the sound and AV business.

    That experience ranges from system operation to design and project management. Jeff started his career as a sound operator for many theatres and industrial meetings in hotels. Projects have included: sound design for the Milwaukee Melody Top Theatre, sound engineer for the Spolato Festival in Charleston, South Carolina, and sound engineer for the Cape Cod Melody Top Theatre in Hyannis, Massachusetts with Las Vegas acts including Carol Channing, Loretta Lynn, Barbara Eden, Tom Jones, Diahann Carroll, and Billy Crystal. He still keeps his ears tuned by occasionally mixing shows for the Chicago Stagehands Union (local #2) at Navy Pier and other Chicago theatres.

    6 • The Rooftops Conference

    THE ROOFTOPS CONFERENCE 2020

  • STACY RATNER, Vice President Creative, Public GoodStacy began her startup career in the for-profit world, where she helped take three companies from idea through national rollout and a combined total of $30 million in

    committed venture funding. Following thirteen years in Chicago’s nonprofit sector as the founder of award-winning literacy organizations Open Books and the Chicago Literacy Alliance, she returned to corporate work in 2020 as a member of the Public Good team, directing creative projects that bring brands, consumers, and media channels together to make the news actionable. Honors for Stacy’s work include Chicago Magazine’s Chicagoan of the Year award, the Chicago Community Trust’s Emerging Leader Fellowship, the Library of Congress’s Best Practices in Literacy award, selection for Kellogg’s Young Impact Scholar cohort, and placement in NewCity’s Lit 50 Hall of Fame. Stacy holds a J.D. from Boston College Law School, an M.B.A. from the Kellogg School of Management at Northwestern University, and advisory/investment positions in a select portfolio of social impact and women-founded startups. She writes a novel every year, eats ice cream every day, and is always starting something.

    LARRY SEROTA, LEED AP, Executive Managing Director, TranswesternLarry Serota currently serves as executive managing director at Transwestern and specializes in tenant representation. He

    represents users of space throughout the United States and abroad and advises clients on real estate strategies that align with overall organizational goals and financial objectives. Larry has successfully integrated his personal commitment to sustainability within his business practice, becoming a LEED accredited professional. He is a member of Transwestern’s Board of Directors and serves in a leadership role for Transwestern’s Occupier Solutions Steering Committee as well as Transwestern’s Midwest Region for all service lines. In 2017, Larry was named by Crain’s Chicago Business on their inaugural list as one of the most influential real estate brokers in Chicago. In 2015, Larry was honored by Real Estate Forum as one of the “Top 50 under 40” of all commercial real estate professionals in the United States. Larry’s community involvement includes being a Past Chairman, Co-Founder, and Executive Committee member of the Chicago Children’s Museum’s Metropolitan Board and a 2013 Fellow and now Board Member of Leadership Greater Chicago.

    RACHEL SIMPSON, Business Administrator, North Shore Unitarian ChurchRachel Simpson has 25 years of nonprofit organizational leadership experience. She has been the Business Administrator at North

    Shore Unitarian Church since 2008. Before coming to NSUC, Rachel worked as the Business Manager for the Northern Region of the Jewish Community Centers of Chicago. Prior to that, she lived in Knoxville, Tennessee, and worked at the CCFH Ministries for 14 years in a wide variety of roles from fundraising to fiscal operations and strategic planning.

    MAURICE WILLIAMS, Vice President of Economic Development, Chicago Community Loan FundMaurice Williams has over 30 years of experience in community economic development and

    consulting. He has provided leadership in a variety of community development initiatives, strategic financial management activities, and business development projects requiring active community outreach and ongoing public participation. Maurice has experience in business administration, planning and development, personnel management, financial management, capital fundraising, public relations, and business and strategic planning. He has planned and completed more than 220 projects ranging from major retail, to affordable housing, to brownfield redevelopment, to hospitals and institutional facilities. Maurice developed the comprehensive plan fro the redevelopment of Michigan Avenue, served as Chairman of the Roseland Redevelopment Planning Board, and managed the first community loan production office of the First National Bank of Evergreen Park and the Old Kent Bank (acquired by Fifth-Third Bank). For several years, Maurice served as an adjunct professor at Trinity Christian College and was an instructor at the University of Illinois Chicago, teaching in the Urban Developers Program and the Certificate of Non-Profit Management Program. He currently instructs in the Chicago Rehab Network’s Housing Development Training Institute. Maurice holds an M.B.A. from Keller Graduate School of Management, Chicago and a B.A. in Business and Sociology from Calvin College in Grand Rapids, Michigan.

    The Rooftops Conference • 7

    THE ROOFTOPS CONFERENCE 2020SPEAKERS

  • GREGG WITT, Senior Vice President, CBREis a Senior Vice President with the Office Occupier Practice Group at CBRE. He is also a member of CBRE’s Nonprofit Practice Group and is the Chicago Practice

    Leader. A well-regarded negotiator, Gregg provides his clients with a process- driven approach and deep project understanding. He represents not-for-profit organizations, corporations, privately held companies and professional firms. Gregg has been an integral part of more than 1,200 transactions and consulting assignments in excess of $2.0 billion over his 37-year career. He joined CBRE following the firm’s merger with Insignia/ESG where he was a Senior Managing Director in the tenant representation group. He joined Insignia after its acquisition of Frain Camins & Swartchild, where he was a Principal and began his career in 1981.

    BENJAMIN E. ZELLER, Associate Professor of Religion, Lake Forest College Benjamin E. Zeller is Associate Professor of Religion at Lake Forest College in suburban Chicago. He researches religious

    currents that are new or alternative, including new religions, the religious engagement with science, and the quasi-religious relationship people have with food. He is author of Heaven’s Gate: America’s UFO Religion (NYU Press), Prophets and Protons: New Religious Movements and Science in Late Twentieth-Century America (NYU Press), and co-editor of Religion, Food, and Eating in North America (Columbia University Press) and The Bloomsbury Companion to New Religious Movements (Bloomsbury). He has also worked on the Sacred Chicago project, a digitalization project involving Chicago’s sacred spaces. He holds a Ph.D. from the University of North Carolina and a Masters of Theological Studies from Harvard University. He is co-general editor of Nova Religio: The Journal of Alternative and Emergent Religions.

    8 • The Rooftops Conference

    THE ROOFTOPS CONFERENCE 2020

  • Project Mission and Goals

    The Rooftops Project is an initiative founded and directed by James Hagy, Distinguished Lecturer in Residence at Loyola University Chicago School of Law and Distinguished Adjunct Professor with the Center for Real Estate Studies at New York Law School. It provides real estate programs, workshops, and Web and print resources for not-for-profit organizations, with several goals:

    n To be the host of an ongoing dialogue within the community of not-for-profit executives and managers, not-for-profit board members and volunteers, and real estate industry professionals about topics relating to the effective occupancy, use, and management of real estate in the social sector.

    n To highlight and celebrate the diverse roles played by real estate (as physical space) in supporting the missions of not-for-profit organizations of every type, from museums to places of worship, from social and human services to education and advocacy.

    n To increase awareness of the contribution that a disciplined approach to real estate can make in not-for-profit organizations of every size, from those with a single location to those with a national or international presence.

    Copyright © 2020 Rooftops Group LLC. Copyright to individual articles and other content reproduced in conference materials is held and retained by the individual author or copyright holder. All rights are expressly reserved. Conference presentations and these materials may not be quoted, copied, referenced, or reproduced in any way, in whole or in part, whether in printed or electronic format, without express written permission, which may be given or withheld in the sole discretion of the individual author or copyright holder.

    A few important notes and a legal disclaimer (after all, at Loyola University Chicago School of Law we are trained as lawyers and we train future lawyers, so inevitably we think like lawyers):

    • The Rooftops Conference 2020 and these accompanying materials are not intended and should not be constructed as legal, tax, investment, or professional advice.

    • The information and views expressed may not apply to individual readers or to their organizations or to any particular facts of circumstances.

    • Attendance at The Rooftops Conference 2020 or receipt of these materials does not create any attorney-client relationship.

    • Engagement and consultation with appropriately qualified, experienced, and licensed professionals should always be sought with respect to planned transactions, investments, and projects.

    • These materials are provided as a supplement to the panel discussions and presentations at the live conference, but do not serve as a summary or outline of the live discussion. They do not purport to be a complete or exhaustive treatment of the topics they address.

    • Views expressed by speakers and panelists, or in these materials, are not necessarily those of Rooftops Group LLC, Loyola University Chicago School of Law, its faculty, staff, or students.

    • Neither Rooftops Group LLC nor Loyola University Chicago School of Law nor its faculty or staff evaluates, rates, reviews, or recommends products, services, or suppliers whatsoever. Any particular products, services, or suppliers mentioned are used as examples to illustrate concepts and are for general information only.

    • No representations or warranties are given whatsoever, express or implied, with respect to information presented at The Rooftops Conference or contained in these materials or their accuracy. Any representations or warranties that might otherwise exist, whether by statute, common law, or otherwise, are expressly excluded and disclaimed.

    • Rooftops Group LLC and Loyola University Chicago School of Law and its faculty expressly disclaim and do not accept any liability for any loss resulting from errors or omissions contained in, or for following or applying principles or views expressed at, The Rooftops Conference or in these materials, including without limitation any liability for direct, indirect, consequential, exemplary, or punitive damages or for loss of profits or business opportunity, whether by tort, negligence, breach of contract, or otherwise.

  • Rooftops Group LLCE [email protected]

    Friday, February 21, 20208:30 a.m.–2:00 p.m.

    Loyola University Chicago School of Law 25 East Pearson Street Chicago, IL

    Co-Presented byThe Rooftops ProjectThe Business Law Clinic at the Center for Business Law, Loyola University Chicago School of Law

    Property Perspectives for Not-for-Profit Organizations

    2020

    Philip H. Corboy Law Center25 E. Pearson Street Chicago, IL 60611

    T 312.915.7508E [email protected]

    THE ROOFTOPS CONFERENCECHICAGO

    Friday, February 21, 2020