Public/Private Partnerships Institute: A Roadmap for Success

Public/Private Partnerships Institute:
A Roadmap for Success

January 16 - 17, 2019
New Orleans, LA


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You don’t know what you don’t know - empower your team to make informed decisions that align your efforts with your goals.

This intensive public/private partnership training program will empower you and your team prior to embarking on a campus facilities P3 project to reduce risk and get it right from the start.  Our experts will guide you through the key milestones and challenges from pre-development all the way through construction, so you are prepared to define and execute a project for your institution. Through carefully selected in-depth content, working sessions, and consulting time, you will be prepared to enter into discussions related to public-private partnerships with internal stakeholders, external consultants, and private development partners.

You will learn:

  • When this model is right and when it is not
  • Process and timeline for approval and implementation
  • Expected returns and risks across deal structures
  • Range of financial operations and their impact
  • Types of common operating agreements and knowing what to look for
  • Ways to establish appropriate governance and oversight

Included with your registration is a 350-page workbook to guide your learning at the event.

A Note From Our Program Manager

Unraveling whether P3 is right for your institution is a heavy responsibility and a complex decision. Our consultants and attendees tell me this training is the best starting point for a one-stop shop on P3 education. This iteration in particular has been revamped to support the full spectrum of P3 preparation. We have hand-selected our speakers and case studies to highlight each phase of the process from start to finish.   What I enjoy about this program is attendees continue to express to me how much this training and the one-on-one consulting session gives them the confidence to approach P3 conversations from an informed position.

Grace Royal, Program Manager, Academic Impressions

Who Should Attend

This program is designed for business officers, directors of capital planning, and real estate management professionals, as well as institutional leaders with facilities, finance, or planning responsibilities. Institutional leaders, including presidents or trustees with facilities, finance, or planning responsibilities, will also benefit. This program applies to all institutions, including large, small, public, private, and Canadian, as well as offering provisions for community colleges and HBCUs.

Tiered pricing is available for teams - see the registration row below for more information.

If you have questions about this content or its fit for you and your team, please reach out to Grace Royal.


CPE Credit Available

Recommended CPE Credits: 15.5 for main conference
Program Field of Study: Specialized Knowledge
Delivery Method: Group-Live
Prerequisites: None
Program Level: Basic



Your registration includes access to the sessions below and materials, breakfast, lunch, and access to the networking reception on Wednesday, breakfast and lunch on Thursday, as well as refreshments and snacks throughout the conference.

Day 1 – January 16, 2019


8:30 a.m. to 5:30 p.m.


Opening Remarks and Introductions


What is the Value Proposition of Public-Private Partnerships for Your Campus?

This is the starting point for our training. You will work through a short assessment followed by a discussion with your peers and our experts to better understand your institutional landscape. You will review what is driving you to seek alternative financing and learn how to get the most from this workshop.


Project Valuation and Industry Best Practices Across Deal Structures and Projects

You will dive deeper into the various deal structures from a risk/reward tradeoff perspective.  This session will go into greater detail, highlighting financial strategies for debt, equity, and concessionaire models.  You will learn the pros and cons as they may or may not align with your strategic plan. This session will also provide real examples of recent projects across the deal spectrum detailing risk and reward.


Understanding the Rating Agency Perspective

Rating agencies evaluate the credit impact that any given public/private partnership project will have on the affiliated university. In this hour, you will learn how Moody’s analyzes credit risks associated with these transactions, including the effect on an institution’s credit profile and debt capacity. You will leave this session with strategies for working with rating agencies as you contemplate forming public/private partnerships.


P3 Process Case Study: Competitive Market Analysis to Get Students Back on Campus

Learn how early master planning efforts coupled with a robust retention strategy drove Shepherd University’s decision to enter a public/private partnership model for a new housing/dining facility.  Our speaker will highlight their extensive due diligence and market analysis to mitigate institutional risk, counter off-campus housing competition, and attract students to enroll at Shepherd and live on campus. You will also hear about some creative elements they used to approach their financing and how they successfully managed this project under an extremely compressed timeline.


Afternoon Break and Q&A


Working Session: Financial Evaluation and Market Analysis

You will have an opportunity to take what you’ve learned today and reflect on your institution’s capacity to conduct the financial and market analysis necessary before deciding on a P3 model.


Networking Reception

Day 2 - January 17, 2019


9:00 a.m. to 5:00 p.m.


P3 Process Case Study: Development to Post-Occupancy

This case study will investigate the public/private partnerships process once the project is underway to prepare you for the range of challenges during the construction phase. Our expert will highlight the phases and their lessons learned from a contractual and tactical perspective.


Morning Break and Q&A


Best Practices for Operating Agreements

The long-term nature of a public/private partnership relationship, spanning many decades, is why it is critical to understand how operating agreements may or may not support the strategic vision of your campus.  This hour will provide you with an overview of best practices for developing sound operating agreements for your projects.  Our instructor will include a breakdown of the benefits and obstacles of various types of operating agreements such as:

  • Real Estate
  • Affiliation
  • Management
  • Joint Venture
  • Concession


Working Session: P3 Operating Agreements

During this interactive session you will have an opportunity to review selected sections of various operating agreements. You will work with teams and our experts to better understand the nature and implications of these 30+ year binding agreements through this familiarization exercise. This session will provide you the language and understanding you need to be more confident in your conversations with internal and external stakeholders.


Key Strategies to Approach the RFP/Q Process

This phase is one of the most critical periods to ensure the success of the project. You will learn best practices and important strategies to ensure you have the right ingredients and criteria for a successful RFP/Q process. You will also explore a sample RFP and receive guiding advisory documents to support your RFP/Q development.


Consulting Time: Communicating Your Value in a High-Risk Environment (partners and institutional attendees only)

Given the high-risk environment of public/private partnerships, it is important to approach conversations with potential developers with clarity around what you hope to accomplish. This session will provide you with proven strategies for entering those conversations in a focused and productive manner. You will also receive a consultative session designed to provide you with time to discuss your specific P3 projects with experts in your interest area. This session is closed for institutional attendees only.


Panel Discussion: Assembling your Team

This final panel discussion will provide you an opportunity to hear from our experts one last time. The theme will be success strategies for forming your team of internal and external advisors based on best practices offered by experienced universities and the private sector.


Action Planning and Wrap-Up

January 16 - 17, 2019

New Orleans, LA

Conference Hotel Information:

Renaissance Pere Marquette
817 Common Street
New Orleans, LA 70112


Room Rate: $139
Room Block Dates:nights of January 15 and 16, 2019.
Rate Available Until: December 17, 2018.

Reserve Your Room: Please click the button below or call 504.525.1111. Please indicate that you are with the Academic Impressions group to receive the group rate and make reservations early - rooms and rates are subject to hotel availability.



Jay Brown

Managing Director and National Practice Leader, Alvarez & Marsal

Mr. Brown has performed and overseen numerous public-private transactions and asset repositioning strategies to help public sector clients generate revenue, reduce costs, and create jobs.

Read Jay's full bio here.


Dennis Gephardt

Vice President and Senior Analyst, Moody’s

Dennis helps campus leaders better understand the factors that impact college and university credit ratings.

Read Dennis's full bio here.


Terrence M. Gilbride

Partner, Hodgson Russ LLP

Terry has significant experience in public/private partnerships. As our legal instructor, he guides campus leaders through complex P3 operating agreements.

Read Terrence's full bio here.


Jenifer Huestis Boss

Director at Alvarez and Marsal- Public Sector Real Estate

Currently, Jenifer is coordinating a Program Management Office for Howard University’s real estate development office as they execute a strategy to deploy and reposition a 1.7 million square foot portfolio of assets.

Read Jenifer's full bio here.

Jeff Korpi-1

Jeff Korpi

Director of Housing and Residence Life, Northern Michigan University

Jeff provides leadership to the operations, staff, and students in a housing department of approximately 3000 beds. Jeff’s 15-year career has been dedicated to working within university housing, named director in 2016.

Read Jeff's full bio here.


Jeffrey Resetco

Senior Director, Greystar

Jeffrey Resetco is responsible for managing the development, design, and construction of collegiate housing properties, coordinating closely with the financing and management teams. With 20 years of construction and development experience

Read Jeffrey's full bio here.


James Vigil

Higher Education Consultant, Former Vice President for Administration, Shepherd University

His recent projects include leading a successful public private partnership initiative to modernize Shepherd’s housing inventory, the construction of a soccer complex, and the design, business plan development, construction, and financing for a campus recreation center and a satellite campus.

Read James's full bio here.

Questions About the Event?

Grace Royal
Program Manager, Academic Impressions

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