Past Meetings

Virtual Sponsor Workshop - March 24, 2022

Commercial Insurance: What is an "Ideal" Account?
  • Van Gordon, Van Gordon Insurance Agency

888 on Main: Adaptive Reuse, Workforce Housing & Opportunity Zone Case Study - March 22, 2022

Alliant Strategic Development and Maxus Property Management presented an intimate case study followed by a tour of the 888 Tower, a one-of-a-kind asset in the core district of downtown Santa Ana. 888 Tower is a ten-story high-rise adaptive re-use project, recently transitioned from an office use to workforce housing. The property also benefits from its location in an Opportunity Zone and is within close proximity to major amenities and local transit. During the event, ownership and management highlighted the unique history of the project and discuss their experiences in completing, financing, and managing one of the first adaptive reuse projects in Orange County. For more information about 888 on Main, please visit

Click here to view the presentation by Wil Smolen, ASD and Jeff Gould, Lineage Asset Advisors, Inc.

Virtual Sponsor Workshop - February 23, 2022

Green Requirements & Profitability for Commercial Properties
  • Marika Erdely, MBA, CEA, LEED AP, BD+C, Fitwel Ambassador, Green EconoME
  • Nicholas Hermann, MBA, CEM, LEED AP, Director of Energy, Building Resources
Click here to view the PowerPoint presentation.

Virtual Lunch & Learn - January 18, 2022

State of the Orange County Commercial Real Estate Market: Year in Review & Outlook
  • Jared Kadry, Director of Market Analytics, CoStar Group
Click here to view Jared's PowerPoint presentation.

Virtual Lunch & Learn - April 8, 2021

Personal Finance: Self Directed IRAs and Proposition 19
  • Kaaren Hall, CEO, uDirect IRA Services
  • Harry Barth, Esq., BarthCalderon Attorneys

Virtual Lunch & Learn - March 18, 2021

Logistics of Ships & Trains
  • Michael Cham, Property Manager, Port of Los Angeles
  • Lena Kent, Executive Director of Public Affiars, BNSF Railway

Virtual Lunch & Learn - February 18, 2021

Due Diligence: Overcoming Today's Challenges
  • Laurie Chavez, Esq., Shareholder, Chavez, Gardner & Kincannon
  • Jennifer Davis, Sr. Vice President, Business Development, TMC Financing
  • Bob Pace, Owner, Commercial Real Estate Inspectors, LLC

Virtual Lunch & Learn - January 21, 2021

Economic Forecast in Commercial Sectors
  • Katerina Choek, OC Market Analyst, CoStar Group
  • Rafael De Anda, Sr. Market Analyst, CoStar Group

Special Webinar - January 7, 2021

New Laws, New Opportunities, New Beginnings
  • John Baker, Baker Law Group
  • Greg Dill, Union Bank
  • Tony Craig, Farmers & Merchants Bank

Virtual Lunch & Learn - December 17, 2020

Virtual Lunch & Learn - Novermber 12, 2020

Cost Segregation
  • Geoffrey Gan, CCSP, MBA, Director of Engineering Services, Incentax
Click here to download Geoffrey Gan's presentation.

Special Webinar - October 30, 2020

How to Leverage CCIM to Grow Your Business
  • Tips from CCIM designees and members

Virtual Lunch & Learn - October 8, 2020

How Virtual Tours Can Be Used Effectively
  • Andrew Bermudez, CEO, Co-Founder, Digsy

Virtual Lunch & Learn - September 24, 2020

Commercial Property Valuation During Pandemic
  • Matthew Moore, MAI, President, Moore Real Estate Group
  • James Towers, MAI, AI-GRS, Managing Director and Principal Owner, Towers & Associates

Virtual Lunch & Learn - August 20, 2020

Lender's Panel
  • Greg Dill, SBA Lender, Union Bank
  • Earl McCoubrey, CRE Loan Officer, Fidelity Bancorp Funding
  • Daniel Munoz, VP-Commercial Lender, CDC Small Business Finance

Virtual Lunch & Learn - July 23, 2020

Post COVID-19 Data & Insights on Ten-X Platform
  • Jim Palmer, Senior Vice President, Ten-X Commercial

Special Webinar - June 11, 2020

Update on SB 939
  • John H. Baker, Baker Law Group

Virtual Lunch & Learn - May 21, 2020

Growing Your Brokerage Business During Pandemic
  • Jim Gillespie, Commercial Real Estate Coach

Virtual Round Table for CRE Professionals - May 12, 2020

Workplace Design for Post COVID-19
  • Pinky Khatri – Project Manager with K2A Architecture + Interiors
  • Jaimelynn Banaban Shah– Design Director with Gensler
  • Anthony Cataldo – COO with Lowney Arch

Virtual Round Table for CRE Professionals - April 28, 2020

What's Happening
  • Lisa Kim, Assistant City Manager and Economic Development Director, City of Garden Grove
  • Nathan Donato-Weinstein, Business Development Officer, City of San Jose
  • Michelle Bernier, Planning Commission Chair, City of La Habra

Virtual Lunch & Learn - April 23, 2020

Past Presidents Roll Call
  • Kevin Carter, CCIM, 2003 & 2009 President
  • Joe DeCarlo, CCIM, Past President
  • Steve Eberle, CCIM, Past President
  • Tony Guglielmo, CCIM, 2006, 2007 & 2010 President
  • William Hugron, CCIM, Past President
  • John Kotake, CCIM, 2016 President
  • Rob Lee, CCIM, 2008 President
  • Gary Martinez, CCIM, 2017 & 2020 President
  • Randy Mason, CCIM, 2012, 2013 & 2014 President
  • Nita Pichedvanichok, CCIM, 2015 & 2019 President
  • Jim Resha, CCIM, 2011 & 2018 President
  • Gene Trowbridge, CCIM, Chapter Founder

Virtual Round Table for CRE Professionals - April 14, 2020

Everything Retail
  • Katerina Choek, OC Market Analyst, CoStar Group
  • Aziz Khatri, KW Commercial & NorCal CCIM Chapter Past President
  • Greg Bedell, Progressive Real Estate Partners

Special Webinar - April 7, 2020

Prospecting for Dollars
  • Tip from AIR CRE on how to research and find the right prospects for your business

Virtual Round Table for CRE Professionals - April 7, 2020

What's Happening
  • Mike Kent, National Director, Goodman
  • Neal Bawa, CEO/Founder, Grocapitus & Multifamily University
  • John Koss, Asset Manager, Anchor Health Property

Virtual Round Table for CRE Professionals - March 31, 2020

SoCal & NorCal - When Will the Market Recover?
  • Robert H. Osbrink, Director, Center for Real Estate
  • Anil Puri, Ph.D., Director, Woods Center for Economic Analysis & Forecasting
  • Morteza Rahmatian, Ph.D., Dean of Mihalyo College of Business & Economics, CSU Fullerton

Virtual Round Table for CRE Professionals - March 24, 2020

SBA Disaster Relief Fund
  • George Paniagua, Southland EDC

Lunch & Learn - November 14, 2019

State Mandates for Single Family Homes
  • General Contractor: Randy Smith, LEED GA, RC Smith Design & Build
  • Realtor: Kevin Tarbell, Berkshire Hathaway
  • Financial Options: Tom Meister, Ryan Grant Team
Accessory Dwelling Units Presentation (PDF)
Tom Meister's Presentation (PDF)

Lunch & Learn - March 14, 2019

Risk Management: Real Court Cases
  • Robert Tyler, Managing Partner, Tyler & Bursch, LLP
Click here to download Mr. Tyler's presentation (PDF).

Lunch & Learn - September 13, 2018

Impact & Implications of the Costa Hawkins Act
  • Josh Kaplan, Senior Vice President - Multifamily Investment Sales, Transwestern
Click here to download Mr. Kaplan's presentation (PDF).

Lunch & Learn - April 12, 2018

Cannabis, Real Estate and Conflicts of Law
  • Richard P. Ormond, Buchalter Law Firm
Click here to download Mr. Ormond's presentation (PDF).

Lunch & Learn - February 8, 2018

New 2018 Tax Laws on Commercial Real Estate
  • Jonathan W. Huckabay, MST, CPA, Tax Principal, LSL CPAs and Advisors
Click here to download Mr. Huckabay's presentation (PDF).

Lunch & Learn - August 10, 2017

Prospect or Suspect

Real estate has been hot for awhile, and there are many who would like to buy. Working with qualified prospects is extremely important, but it’s not always easy to qualify them. All we have is our time, and how we choose to spend our time will determine our success.

 Learn from the experts on how to:

  • Ask the Right Questions
  • How to March Investors Expectations with the Market
  • Understand Financial Statements
  • Underwrite Opportunities
  • And much more ...
Our Speakers:
Alex_Balakrishnan.jpg Greg_Dill.jpg William_Hugron.jpg Michael_Nasr.jpg
Alex Balakrishnan
Wells Fargo Bank
Greg Dill
Union Bank
William Hugron
Ashwill Associates

Michael Nasr
Southland EDC

Click here to download the presentation (PDF) by Alex Balakrishnan.