Event Calendar

Thursday, October 24, 2024

Backpack to Briefcase: Variance Reports

Start Date: 10/24/2024 3:00 PM PDT
End Date: 10/24/2024 5:30 PM PDT

Venue Name: Center 21

Location:
2101 Webster St - Conference Center
Oakland, CA  United States  94612

Organization Name: BOMA Oakland/East Bay

Contact:
Julie Taylor
Email: julie@bomaoeb.org
Phone: (510) 893-8780

Backpack to Briefcase: Variance Reports 

Join us for the Backpack to Briefcase event on Variance Reporting where you will learn effective strategies on variance analysis, learn best practices in financial reporting, and improve your skills in interpreting data. This workshop is great for anyone looking to connect what they learn about variance reporting to real-life situations.

Target Audience

Emerging Professionals looking to expand their knowledge about the CAM process or for best practices. 

Learning Outcomes

  1. Participants will learn strategies that will help them identify and explain financial discrepancies using detailed variance analysis.
  2. Participants will gain knowledge of industry best practices in financial reporting, ensuring accurate and consistent reports.
  3. Participants will be able to effectively apply variance reporting strategies to real-world scenarios for better decision-making and improve financial outcomes for Ownership.

Schedule

2:45 PM: Check-in
3:00-4:30 PM: Presentation with speakers
4:30- 5:00 PM: Questions and Discussion
5:00-5:30 pm Networking - Location TBD

Speakers



Kelly Lynch
Kelly Lynch has worked in the commercial real estate industry for over 20 years.  She currently is the Vice President of Northern California Operations for Overton Moore Properties where she oversees all operations for their Northern California industrial portfolio.  Prior to joining Overton Moore Properties, Kelly was a General Manager with Cushman & Wakefield in the San Francisco Bay Area where she was responsible for overseeing a portfolio of approx. 3 million square feet of commercial property, including office, industrial, retail, and mixed use for clients such as New York Life, UBS, and Clarion.
 
Kelly’s deep knowledge of property operations and financial reporting, along with her honest and direct approach to managing both her teams and properties, has helped her build a reputation of trust and integrity in the industry.  In partnership with ownership, she helps identify opportunities for more efficient operational processes to help achieve investment goals.  Kelly also enjoys working with emerging professionals to share her experience and knowledge to help support the next generation of commercial industry leaders.

PROFESSIONAL AFFILIATIONS/RECOGNITION
 
  • California Real Estate Salespersons License
  • Executive Board Past President, Building Owners and Managers Association (BOMA) Oakland/East Bay
  • Commercial Real Estate Alliance for Tomorrow’s Employees (CREATE) program instructor at both San Francisco State University and Merritt College
  • BOMA Oakland/East Bay Outstanding Principal Member of the Year 2017
  • BOMA Oakland/East Bay Emergency Preparedness Committee Founding Chair 2014 -2017



Nicole Price

Nicole is currently an Associate Director with Cushman & Wakefield overseeing a large portfolio which includes over 9M sqft of commercial office, industrial and retail space around the Bay Area. Nicole is responsible for the oversight and management of the corresponding teams for these portfolios along with contributing to the Northern California leadership team.
Prior to her tole as Associate Director, Nicole was part of the management team for multiple prominent high-rise towers in San Francisco and Oakland.

Nicole has always had a drive for learning and continuing her education. After making the decision to complete graduate school for her MBA, Nicole made the switch to Commercial Real Estate, where she quickly developed a passion for the industry. Her strengths include financial analysis, strategic management, and leadership.
She is an active member of multiple industry associations and currently serves as the BOMA OEB Board Vice President.

Professionals Affiliations
  • BOMA Oakland/East Bay – 2024 Board President, Board of Director Member since 2020
  • Oakland Uptown Business District – 2023 Board Treasurer, Board of Directors Member since 2019
  • CREATE – 2023 Board Member
Community Leadership
  • Board Member for Urban University (an Oakland, CA based non-profit that supports job training and placement for low-income single mothers)
Education
  • Master of Business Administration, California State University Long Beach
  • Bachelor’s degree in business marketing, DePaul University