Public/Private Partnerships Institute: A Roadmap for Success

Public/Private Partnerships Institute:
A Roadmap for Success

January 16 - 17, 2019
New Orleans, LA

 

Register

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.

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

Testimonials

"Academic Impressions has given our staff valuable insight that has greatly benefited our college. We have learned so much in just a few days that we took back and immediately applied."

Sarah Fossen; Director, External Relations; Augsburg College

“Unbelievably pertinent information that will assist Virginia State University in moving forward with our PPP plans.”

David Meadows, Vice President, Admin. And CFO, Virginia State University

“Great information. Provided great alternatives to financing projects and maximizing use of campus space and programs.”

Josette Shaughnessy, AVP of Budget and Financial Services, El Paso Community College

“If you are a higher education institution considering the possibilities, nuances, and issues involved in creating a P3, this is the conference for you!”

John Yaun, Director, Housing and Residence Life, Marshall University

“The quality of this conference has impacted my decision for future conference attendance. You are organized to maintain your high standard in providing expert advice in various processes of continued educational growth to Higher Education institutions.”

Angela Isaacs Brown, University of Technology, Jamaica, Chief Accommodations Officer

“This conference gives an in-depth understanding of the processes included in Public Private Partnerships and the way forward for academic institutions to finance their campus facilities.”

Carmen Facey, University of Technology, Jamaica

“A very informative conference that was able to offer valuable insights from multiple P3 perspectives.”

Jim McCurdy, Director of Finance, Corvias Campus Living

“A professional, well run, very detailed and focused formal "lecture style" supports learning at a greater level of detail than most conferences.”

David Rozen, Senior Vice President of Finance, Corvias Campus Living

“AI's P3 conference was a great way to understand what is happening in the Public-Private Partnership arena as well as meet all the key players.”

Ari Blum, Partner, RBL Real Estate

“Academic Impressions has given our staff valuable insight that has greatly benefited our college. We have learned so much in just a few days that we took back and immediately applied.”

Sarah Fossen, Director of External Relations, Augsburg College

"The reason I prefer AI seminars is quality and dependability. I know the event will be organized and the content solid."

Gene Crume, President, Indiana State University Foundation

"The conference was pragmatic and forward thinking. Excellent topic and well sequenced."

Jim Barnett, Associate Vice President, University of West Florida

"Great presentations, well organized. Very informative!"

Kristin Gutenberger, Manager, Real Estate Operations, Cornell University

"The breadth of P3 projects and structures that were discussed will be very helpful in planning to fund our Master Plan."

Stephanie McHenry, CFO, Cleveland State University

"Great information. Provided great alternatives to financing projects and maximizing use of campus space and programs."

Josette Shaughnessy, AVP Budget & Financial Services, El Paso Community College

Agenda

 

Day 1 – January 16, 2019
Understanding the Value of a P3 Project

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

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.

 

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.

 

Working Session: Weighing Financial and Opportunity Costs

Based on the value proposition of a P3 and your institutional strategic plan, you will now have an opportunity to better align the potential financial gains with the opportunity costs for alternative financing.  With guidance from our experts you will work through a series of questions and further clarify your needs.

 

Pre-Development Due Diligence

 

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: Conducting a Comprehensive Market Analysis

You will discuss the knowns and unknowns about your specific market region so that you know what data you are missing and your next steps for collecting this important information.    This will also include some early thinking on your market area’s support for projects that can range from housing to town centers and other corporate partnerships.

 

Networking Reception

Day 2 - January 17, 2019
Pre-Development Due Diligence (Continued)

9:00 a.m. to 5:30 p.m.

 

Process Case Study: Pre-Development Analysis

Cornell University faces an affordable housing crunch. They completed a comprehensive analysis and determined a new residence and community center would best support the vibrant international and graduate student community.  They also determined after careful study the public/private partnership model would be the best way to accomplish this. You will learn why they chose a public/private partnership model and what made this successful.

 

Morning Break and Q&A

 

Working Session: Determining Your Capacity for Pre-Development Analysis

Based on the key success factors from the previous session, you will discuss your own institution’s capacity for pre-development financial analysis.  Who will you involve in this phase, or who do you need to recruit to ensure you have arrived at the appropriate level of information and analysis that you can feel comfortable acting on?  

 

Preparing for the Legal Landscape

 

Best Practices for Operating Agreements (Hodgson & Russ)

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.

 

Development Phase

 

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.

 

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.

 

Wrap-Up

January 16 - 17, 2019

New Orleans, LA

Conference Hotel Information:

Renaissance Pere Marquette
817 Common Street
New Orleans, LA 70112

504.525.1111

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.

Speakers

DennisGephardt

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.

TerrenceGilbride

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.

JamesVigil

James Vigil

rpk Group, Formerly Vice President for Administration at 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.

Jeremy150x150

Jeremy Thomas

Senior Director, Cornell University Real Estate Department

Jeremy is responsible for managing and directing Cornell University’s Real Estate Department including strategic planning and oversight of acquisition, sale and leasing of all of Cornell’s real property assets.

Read Jeremy's full bio here.

JeffreyResetco

Jeffrey Resetco

Vice President, Real Estate Development and Construction, EdR

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.

JayBrown

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.

JeniferHuestisBoss

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.

Main Conference for Higher Ed Attendees

$1,495 through Jan 4, 2019$1,595.00

If you work in higher education, this is the option you choose.

Main Conference for Corporate Attendees

$2,495 through Jan 4, 2019$2,595.00

If you work in the private sector, this is the option you choose.

Can't Attend? Buy the Conference Binder
$295

Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Grace Royal
Program Manager, Academic Impressions

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