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Event Schedule

    Pre-Conference Events Sunday Nov 10th
    Registration Sign-in/Continental Breakfast for Fundamentals Course

    Registration for the Fundamentals Course attendees.

    7:30 AM - 8:00AM
    Fundamentals of Space Planning and Space Management
    • Elliot Felix | Buro Happold Advisory
    • Julie Levick | Buro Happold Advisory
    • Keith M. Hayes, Assoc. AIA | Virginia Commonwealth University

    What you will learn: This course provides an introductory-level primer on planning and management of physical space. The course includes basic space planning and management vocabulary and concepts, and details the fundamental policies, processes, practices, analytical tools, and database management concepts involved in developing and implementing a space management plan for corporate, university, and government organizations.

    Who should attend: This course is open to all facility planners and designers, operations management, space planners, facility managers, resource and space analysis managers, financial planners, real estate portfolio/campus managers, architects and engineers, consultants, and software, furniture and casework providers.

    Space is limited and enrollment is subject to approval.

    Cost:
    $1,300 Fundamentals Course only
    $1,100 with registration to the two-day conference immediately following
    (Fees include course materials, continental breakfast, refreshment breaks, lunch)

    8:00AM - 4:30PM
    Speaker Orientation Meeting & Dinner

    This meeting is intended for presenters only, and is a critical part of the Tradeline program. Your group will be given last minute information on the audience and their special questions as well as project information relative to this topic. Also covered will be conference protocol and audio-visual equipment for presenters, as well as details on the conference schedule. Speakers will receive a full set of conference materials at this time.

    Advanced RSVP Required

    5:45PM - 7:30PM
    Hosted Welcome Reception (Guests Welcome)

    A hosted beer and wine bar along with light snacks will be served.

    Attendees may sign-in and pick up their registration materials here, or the next morning at the conference ballroom foyer.

    Guests welcome.

    7:30PM - 8:30PM
    Monday, Nov 11th
    Registration Sign-in/Continental Breakfast
    8:00AM - 8:30AM
    Exhibit Booths Open
    8:00AM - 5:45PM
    Plenary Sessions 8:30AM - 9:30AM
    Leveraging technology to deliver new experiences in the hybrid workplace
    • Mark Miller | Cisco

    The workplace is going to need to work harder to earn the trust and respect of employees!  As we continue to battle to get people back to the office, new workplace experiences will be required to “earn the commute” of employees. Technology will be the foundation of these new experiences, making the workplace more informative, intelligent and collaborative. In this session Mark Miller reports on Cisco’s efforts to transform their 16M square foot real estate portfolio to address the challenges, and opportunities, of hybrid work. He illustrates the critical role space design, technology and culture plays in creating innovative workplace environments, and experiences that are “earning the commute” of employees every day.

    8:40AM - 9:05AM
    Hybrid opportunities for real estate portfolio: Cost savings, space conversions, lease reduction
    • Delaney Vavra | Fred Hutch Cancer Center
    • Natasha Adams | Fred Hutch Cancer Center

    The 2022 Tradeline conference on Space Strategies kick-started space optimization efforts for Fred Hutch Cancer Center, with high-value results including strategic relocations, space allocation policy improvements, space repurposing, and cost savings from lease terminations. What will your Tradeline kick-start look like? Delaney Vavra and Natasha Adams set out space metrics, implementation models, and change management processes leveraging hybrid and remote work which effected thousands of workers and cleared two office floors to be repurposed as laboratory space. They provide key action items for leadership buy-in on space allocation, and next steps that will better align job functions and locations.

    9:05AM - 9:30AM
    Refreshment Break 9:35AM - 9:55AM
    Plenary Sessions 9:55AM - 10:50AM
    Centralized space use models: Catalyst for cultural change and accountable stewardship
    • Julie Kelly-Smith | Sandia National Laboratories
    • Katherine Roberson | Sandia National Laboratories

    This case study illustrates the space utilization and employee engagement results that can be achieved through creation of a centralized space utilization model, and the organizational and culture changes required to get there. Julie Kelly-Smith and Katie Roberson profile the mission of Sandia National Labs’ Integrated Space Solutions team, including better aligning space use with programmatic needs. They deliver valuable lessons learned on pitfalls to avoid, the effects on employee satisfaction, team restructuring, final plan rollout, change management processes, and continuous improvement.

    9:55AM - 10:20AM
    Re-envisioning campus office and student services spaces for experience, efficiency and engagement
    • Daryush Esmaili | Sheridan College
    • Maggie Walsh | HOK

    Sheridan College has developed a comprehensive flexible workspace strategy across all office and student services spaces and is re-envisioning how the spaces can best support employee and student experience for the future of work and learning. Daryush Esmaili and Maggie Walsh outline the process of consultation, key findings, kit of parts development, pilot testing, change management, and phased implementation. They provide findings to-date and lessons learned from students, employees, and faculty derived from piloting various strategies such as converting departmental into shared space, utilization assessments and enhancements, and enhancing student and user experience to create a warm and welcoming campus.

    10:25AM - 10:50AM
    Refreshment Break 10:55AM - 11:10AM
    Concurrent Sessions 11:10AM - 12:05PM
    Forum A: Research: Rethink traditional space metrics and build your future now
    • Peter Balistrieri | HGA
    • Jeff Puleo | HGA
    • Diana Strongosky | Sherwin-Williams

    The research workplace is in flux. Uncertainty, new technology, and hybrid work have all exposed a crucial need for data-driven insights in strategic planning and programming for scientific work environments. Through a case study of The Sherwin-Williams Company “Building Our Future” project, presenters demonstrate a combination of lean process improvement, Gemba walks, and dialog focused on impactful organizational change to optimize a 600,000 square foot facility. They relate what was learned on hybrid workplace environment, staff and equipment utilization, and challenges to conventional laboratory metrics, how the data was evaluated for efficiency, safety, and operational impacts, and the resulting transformations in process, governance, and projected outcomes.

    Forum B: Research space utilization metrics for affordable and sustainable growth
    • Greg Aldridge | HDR
    • Erik Halle | Arizona State University
    • Stan Klonowski | Arizona State University

    Construction and operating costs for research space continue to skyrocket as does institutional demand for these spaces. The time is now to refine (or implement) research space management models, enable program expansion in a cost-constrained environment, stay competitive, and elevate facility return on investment. Session leaders illustrate the translation of data-driven insights into new space metrics and implementation plans for Arizona State University’s award-winning research building portfolio. They profile the evolving relationship between research funding and the facility ecosystem, today’s metrics for productivity, how space management programs are finding support through alignment with institutional priorities, pitfalls to avoid, and lessons learned.

    Forum C: Magnet vs. Mandate: Reconciling space utilization, workforce engagement, and cost
    • Kelly Bacon | AECOM
    • Jeannette Peruchini, LEED AP | AECOM

    Presented at this time only.

    By leveraging data-driven approaches and emerging best practices, organizations can optimize their real estate portfolios to align with evolving workforce preferences and operational needs. That’s the model that presenters will demonstrate through a comparative analysis of office utilization patterns, global client challenges, and a deep dive into the nuanced dynamics of the modern workplace. The promised results include solutions for the underutilized real estate problem, environments that foster talent retention and productivity, and optimized real estate investment strategies. Participants will leave equipped with key discussion points for evaluating employee work/life balance, the rebirth of urban centers, and organizational operational needs.

    Hosted Lunch 12:05PM - 1:05PM
    Hosted Lunch
    Concurrent Sessions 1:10PM - 2:05PM
    Forum D: Embrace fluidity of work: Creating commute-worthy spaces & remote places
    • Kay Sargent, FASID, FIIDA, CID, LEED® AP, MCR.w, WELL AP | HOK

    Reimagined spaces, human connections, and technology are converging to redefine work tools, locations, and methods, threatening organizational relevance for those who fail to adapt. Kay Sargent illustrates what industry leaders are doing to tackle the physical, social, and technological challenges of tomorrow. She examines the impacts of AI, IoT, and other innovations on architecture and design, the built environment, and how people interact with spaces. The delivers strategies for navigating the dynamic and fluid nature of work, empowering future-ready facility leadership, and ensuring spaces support organizational goals and employee well-being in an ever-changing world.

    Forum E: Workplace strategy reset: Consolidation, hybrid work, diverse teams, culture change
    • Stephanie Moser Wood | Stantec
    • Jason Behrens Whitlock, AIA | Stantec

    Bespoke workplace solutions are the order of the day to deliver on organization-distinctive combinations of space, culture, cost, and utilization targets; take a deep dive into “when, who and how” and don’t fall prey to yesterday’s calculations for seats and hoteling. Session leaders provide a case study involving space consolidations/reductions, unexpected demand for return-to-work, and new multi-disciplinary teams, and how each organization must answer “what is the purpose of the workplace in a hybrid world?” They chart a deep-dive investigatory process to determine expectations, right-size and rebalance spaces, deliver new guidelines, enable wellness, support a transient workforce, and create a culture conducive to recruitment and retention.

    Forum F: Sustaining productivity for remote/hybrid workers: A data-focused answer
    • Carolyn Cirillo | MillerKnoll

    Presented at this time only.

    Future Forum reports that 81 percent of global desk-based workers want location flexibility, and 93 percent want schedule flexibility. For many organizations, employees are in the office two to three days a week with the balance spent at home or another location. How can organizations support worker physical wellbeing when not onsite? Carolyn Cirillo delivers data-based insights on how physical work environments can improve employee wellbeing, happiness, and productivity in any setting. She illustrates how homes can better support employee work processes, and what can be done regarding comfort, safety, natural light, indoor air quality, and plants to create a more enjoyable work experience. 

    Refreshment Break 2:05PM - 2:20PM
    Concurrent Sessions 2:20PM - 3:15PM
    Forum G: Occupancy analytics drive operational excellence for hybrid workplaces
    • Daniel J. Alfonso | Nova Southeastern University (NSU)
    • Richard Scannell | Lambent

    This session examines the role of occupancy analytics in revolutionizing operational excellence across real estate and facilities management, and the resulting cost reductions, adaptability improvement, and energy efficiencies. Session leaders deliver a case study of integrating occupancy data and Building Automation Systems (BAS) at Nova Southeastern University and the opportunities that were created for data-driven space discussions and the improved management of hybrid workplaces. They illustrate the transformational potential of predictive analytics in development of operational strategies, foreseeing trends, and adapting resources rapidly.

    Forum H: How smart buildings and AI are revolutionizing space and occupancy planning
    • Brian Haines | FM:Systems

    Unlock next-level facility utilization and operating efficiency targets for your organization by combining the latest technology innovations. Brian Haines illustrates how systems leveraging AI and machine learning are being used as the “glue” to connect digital twins, sensor technology, and Building Automation Systems (BAS) in support of utilization intent, providing deeper facility insights, and streamlining operations. He examines the kind of generated data and analytics now possible, and the leveraging of real-time and predicted space and occupancy data for optimizing HVAC systems and reducing costs.

    Forum I: Microsoft Places - it's coming! (But what is it?)
    • Kimberly Castle, NCIDQ, MCR | CBRE
    • Mrs Tracy D Barnett, MCR | CBRE

    Presented at this time only.

    The Connected Workplace is a technology ecosystem that 1) enables every employee to achieve the best outcomes, and 2) generates and learns from utilization data to evolve and adapt to employees' changing needs. Microsoft’s entry into the Connected Workplace is Microsoft Places (debuting this Fall), and CBRE's Portfolio Technology team has had the privilege of partnering with Microsoft on the build, testing and roll out. Presenters provide a preview into what Places does, why it’s “game changing” technology, how Places will be incorporated into our current way of working, and what insights it will provide to real estate stakeholders.

    Refreshment Break 3:15PM - 3:45PM
    Plenary Sessions 3:45PM - 4:40PM
    Fast-forwarding the office evolution: Leveraging AI today and tomorrow
    • Jason Rosenblatt, NCIDQ, LEED AP | MillerKnoll

    AI is not only reshaping industries but also redefining how we conceptualize and construct spaces. From AI-powered design tools optimizing workflows to future projections of AI-driven building automation systems, the impact is profound. Jason Rosenblatt explores what AI will do to revolutionize office design and alter spatial layouts and furniture requirements to accommodate evolving work styles and needs. He provides insights for how to prepare for AI's imminent impact in the architecture and commercial real estate industries, and on the next generation of architectural designers. He examines previous technology shifts in the workspace context and tries his hand at future-casting how AI may carry that evolution forward.

    3:45PM - 4:10PM
    Reception 4:15PM - 5:30PM
    Hosted Reception (Guests Welcome)

    (Guests welcome)

    4:15PM - 5:30PM
    Tuesday, Nov 12th
    Exhibit Booths Open
    7:15AM - 3:40PM
    Hosted Breakfast

    Courtesy of Tradeline

    7:15AM - 8:00AM
    Concurrent Sessions 8:05AM - 9:00AM
    Forum B: Research space utilization metrics for affordable and sustainable growth
    • Greg Aldridge | HDR
    • Erik Halle | Arizona State University
    • Stan Klonowski | Arizona State University

    Construction and operating costs for research space continue to skyrocket as does institutional demand for these spaces. The time is now to refine (or implement) research space management models, enable program expansion in a cost-constrained environment, stay competitive, and elevate facility return on investment. Session leaders illustrate the translation of data-driven insights into new space metrics and implementation plans for Arizona State University’s award-winning research building portfolio. They profile the evolving relationship between research funding and the facility ecosystem, today’s metrics for productivity, how space management programs are finding support through alignment with institutional priorities, pitfalls to avoid, and lessons learned.

    Forum E: Workplace strategy reset: Consolidation, hybrid work, diverse teams, culture change
    • Stephanie Moser Wood | Stantec
    • Jason Behrens Whitlock, AIA | Stantec

    Bespoke workplace solutions are the order of the day to deliver on organization-distinctive combinations of space, culture, cost, and utilization targets; take a deep dive into “when, who and how” and don’t fall prey to yesterday’s calculations for seats and hoteling. Session leaders provide a case study involving space consolidations/reductions, unexpected demand for return-to-work, and new multi-disciplinary teams, and how each organization must answer “what is the purpose of the workplace in a hybrid world?” They chart a deep-dive investigatory process to determine expectations, right-size and rebalance spaces, deliver new guidelines, enable wellness, support a transient workforce, and create a culture conducive to recruitment and retention.

    Forum J: Space management technology: Commercial, government, higher ed implementation and results
    • Sanjiv Paul Singh, AIA, LEED | eCIFM Solutions Inc.

    Presented at this time only.

    Improved space management, relevant success metrics, actionable reporting, and cost savings: These are the capabilities organizations look for in technology solutions, but often struggle to find. This session examines software implementations from commercial, state, government, and higher education sectors, and what to expect in the way of key project drivers, unique challenges, and common management hurdles. Participants will walk away better informed on space management software applications, and the results that facility owners and stakeholders are getting -- facility and real estate problems solved, and organizational performance enhancements.

    Refreshment Break 9:00AM - 9:15AM
    Plenary Sessions 9:15AM - 10:10AM
    Campus concentrated: Space utilization, moves, and hybrid work elevate mission capability
    • Crystal Schock | Thompson Rivers University
    • Rita Leone | Thompson Rivers University

    Here’s a model for responding to the numerous pressures faced by higher education including limited capital, deferred maintenance, and the need to modernize and expand programs to remain competitive. Presenters profile key elements of Thompson Rivers University’s strategic initiative to level-up its student services, instructional and research spaces in the heart of campus – which involves functional relocations, hybrid work models, refined space utilization models, and infill and backfill planning for six buildings in less than a year. They highlight solutions for occupancy tracking challenges, the role of multi-purpose spaces, how to launch university space use policies, and best practices for communication and timelines.

    9:15AM - 9:40AM
    Flex work in higher ed: New occupancy patterns, cost reduction opportunities, master plan alignment
    • Sara Cassidy Smith, AIA, LEED AP | Tufts University
    • Courtney King | Tufts University

    Now is the time for higher ed to capture post-pandemic space consolidation opportunities and respond to unprecedented cost pressures. At Tufts University, flex work modes and occupancy patterns have created densification options that address deferred maintenance, and lease, operational, and capital expense challenges to free up funds and space for needed program growth. Sara Smith and Courtney King detail the utilization analysis and consolidation target selection process, occupancy guidelines, and financial results across administrative and academic groups. They examine software selection and data set generation critical to facilitate new occupancy models, work culture and master plan implications, and lessons learned to-date.

    9:45AM - 10:10AM
    Refreshment Break 10:10AM - 10:35AM
    Concurrent Sessions 10:35AM - 11:30AM
    Forum D: Embrace fluidity of work: Creating commute-worthy spaces & remote places
    • Kay Sargent, FASID, FIIDA, CID, LEED® AP, MCR.w, WELL AP | HOK

    Reimagined spaces, human connections, and technology are converging to redefine work tools, locations, and methods, threatening organizational relevance for those who fail to adapt. Kay Sargent illustrates what industry leaders are doing to tackle the physical, social, and technological challenges of tomorrow. She examines the impacts of AI, IoT, and other innovations on architecture and design, the built environment, and how people interact with spaces. The delivers strategies for navigating the dynamic and fluid nature of work, empowering future-ready facility leadership, and ensuring spaces support organizational goals and employee well-being in an ever-changing world.

    Forum K: Research workplace: Data-driven space planning balances flexibility with space utilization
    • Geoff Bock, MMB, MBA | NC State University
    • Mr Charles Mummert, AIA, LEED AP BD+C | Flad Architects
    • Ms Preeti Dalvie | Flad Architects

    Presented at this time only.

    The research workplace has experienced many of the same work model changes as other industries, with additional complexity from the need to support constantly rotating research programs and diverse stakeholder groups. Attend this session to see the data collected on how scientific work and space use patterns have changed post-pandemic, facility/program gaps that have emerged, the features now critical for workplace engagement, and operational adjustments that must be made. They demonstrate data collection methods including IoT sensors and time lapse video to calculate occupancy rates, and how post-occupancy evaluations are being used to inform future space plans and the occupant experience.

    Forum L: Integrated Workplace Management Systems: Critical steps for implementation, growth, maximum performance
    • Mr Dan C Lorenz, FMP | AMS Workplace Technology

    Presented at this time only.

    Integrated Workplace Management Systems (IWMS) have proven critical in today’s dynamic workplace environment for optimizing both workplace efficiency and operations, and here you’ll get a framework for successful IWMS implementation and sustainable growth. Dan Lorenz illustrates success factors for setting performance targets, software deployment and ongoing data maintenance, and organizational resources required. He lays out common pitfalls, compares quick wins with long-term strategic objectives, highlights change management best practices, and continuous improvement processes for optimizing IWMS performance over time.

    Refreshment Break 11:30AM - 11:45AM
    Concurrent Sessions 11:45AM - 12:40PM
    Forum H: How smart buildings and AI are revolutionizing space and occupancy planning
    • Brian Haines | FM:Systems

    Unlock next-level facility utilization and operating efficiency targets for your organization by combining the latest technology innovations. Brian Haines illustrates how systems leveraging AI and machine learning are being used as the “glue” to connect digital twins, sensor technology, and Building Automation Systems (BAS) in support of utilization intent, providing deeper facility insights, and streamlining operations. He examines the kind of generated data and analytics now possible, and the leveraging of real-time and predicted space and occupancy data for optimizing HVAC systems and reducing costs.

    Forum M: The future of higher ed space: Ending continuous expansion, ivory towers, and tradition?
    • Carolyn Cirillo | MillerKnoll
    • Jason Rosenblatt, NCIDQ, LEED AP | MillerKnoll

    Presented at this time only.

    Organizations of all sizes, global regions, and industry verticals are prioritizing three key areas of impact within their place design strategies: wellbeing, connection, and change. To stay competitive, higher education institutions must take three actions now: 1) move from continuous expansion to compressed and enriched space, 2) change space use culture from “ivory tower” to “career catalyst”, and 3) shift from traditional to active learning pedagogies. Session leaders illustrate how leading institutions are implementing needed changes with place-based design strategies, and the hurdles being encountered, results, and next steps.

    Forum N: The Extended Office: Cognitive ergonomics in a hybrid world
    • Kelly Bacon | AECOM

    Presented at this time only.

    Until recently, the impact of the built environment on cognitive functioning has been largely speculative - identified and reported through surveys and other qualitative feedback methods or invasive biological assessments and controlled studies. Now scanning and sensing technologies are delivering insights into how our minds work with real-time accuracy - how we receive, process, store, and retrieve information. Kelly Bacon translates these insights into design solutions to create environments that maximize our cognitive performance. She explores how environmental factors of hybrid work settings are impacting performance and wellbeing, and strategies to optimize workplace design for improved cognitive support across various work environments.

    Hosted Lunch 12:40PM - 1:40PM
    Concurrent Sessions 1:45PM - 2:40PM
    Forum A: Research: Rethink traditional space metrics and build your future now
    • Peter Balistrieri | HGA
    • Jeff Puleo | HGA
    • Diana Strongosky | Sherwin-Williams

    The research workplace is in flux. Uncertainty, new technology, and hybrid work have all exposed a crucial need for data-driven insights in strategic planning and programming for scientific work environments. Through a case study of The Sherwin-Williams Company “Building Our Future” project, presenters demonstrate a combination of lean process improvement, Gemba walks, and dialog focused on impactful organizational change to optimize a 600,000 square foot facility. They relate what was learned on hybrid workplace environment, staff and equipment utilization, and challenges to conventional laboratory metrics, how the data was evaluated for efficiency, safety, and operational impacts, and the resulting transformations in process, governance, and projected outcomes.

    Forum G: Occupancy analytics drive operational excellence for hybrid workplaces
    • Daniel J. Alfonso | Nova Southeastern University (NSU)
    • Richard Scannell | Lambent

    This session examines the role of occupancy analytics in revolutionizing operational excellence across real estate and facilities management, and the resulting cost reductions, adaptability improvement, and energy efficiencies. Session leaders deliver a case study of integrating occupancy data and Building Automation Systems (BAS) at Nova Southeastern University and the opportunities that were created for data-driven space discussions and the improved management of hybrid workplaces. They illustrate the transformational potential of predictive analytics in development of operational strategies, foreseeing trends, and adapting resources rapidly.

    Refreshment Break 2:40PM - 2:55PM
    Concluding Session 2:55PM - 3:40PM
    Town Hall Knowledge Roundup
    • Derek Westfall | Tradeline, Inc.

    This end-of-day session is where key ideas, new developments, and findings that have been revealed over the course of the entire two-day conference (including sessions you may have missed) get clarified, expanded upon, and affirmed or debated. This is also the opportunity to get answers from industry leaders and the entire audience to specific questions on key and challenging issues.  

    2:55PM - 3:40PM
    Conference Adjourns 3:40PM