PM Systems Conference
Agenda 2027
January 11–15, 2027
Swipe Through the Future of Your Business
Each of these 14 rooms tackles a key area of property management that can transform your business. Scroll through to explore each one individually, what you’ll learn and which sponsor is powering the experience. This is your chance to dive into specific topics, real-world challenges, and practical solutions that will help you optimize systems, boost growth, and make smarter decisions. Every room is designed to equip you with actionable tools you can start using from day one.
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The Processes & Operations Room focuses on streamlining day-to-day operations and building strong, scalable internal systems. Each session will feature industry expert property managers who will begin by sharing their proven processes in a 15–20 minute presentation. The remainder of the session will be hands-on: attendees will work alongside these experts to actively build and refine their own processes and operational workflows. Designed for immediate application, this room targets the most critical systems in property management — from Move-In and Move-Out to Owner Onboarding and Owner/Property Offboarding — ensuring smoother operations, stronger teams, and more efficient businesses.
Sponsored by:
The Maintenance Room tackles one of the most demanding and complex areas of property management: maintenance. Attendees will hear from industry expert property managers as they share strategies, tools, and insights for improving maintenance operations, vendor coordination, and resident satisfaction. In addition to these sessions, the room will feature a dedicated Make Ready/Unit Turn process session, where an industry expert will lead a 15–20 minute presentation followed by a hands-on workshop. During this workshop, attendees will actively build and refine their own Make Ready processes, gaining actionable takeaways they can implement immediately.
The Acquisitions & Lending Room is designed for property management professionals looking to expand their portfolios, strengthen investor relationships, and better understand the financing strategies that drive growth. Industry experts will explore how to identify and evaluate acquisition opportunities, navigate lending options, secure capital, and structure deals for long-term success. Attendees will gain practical insights into working with lenders, analyzing investment opportunities, and positioning themselves as trusted advisors in portfolio expansion and wealth-building strategies. This track is ideal for professionals who want to accelerate growth through strategic acquisitions and smart financing decisions.
Sponsored by:
The Debate & Panel Room brings a different kind of energy to the conference. Instead of traditional sessions, this room is built around lively debates and engaging panel discussions designed to bring different perspectives, challenge assumptions, and spark great conversations.
From AI, investing, legal, and technology to leadership, applications, and the future of property management, expert panelists will tackle the topics shaping our industry from multiple points of view. And when it comes to the debates, expect strong opinions, friendly disagreements, and a few topics that have nothing to do with property management at all.
Whether you’re looking for thoughtful industry conversations or just want to settle an important question like Apple vs. Android or whether pineapple belongs on pizza, this room is all about showing up, taking a side, and joining the conversation.
Sponsored by:
The Technology & AI Room is designed for property management professionals who want to better understand today’s technology landscape and begin leveraging AI in their businesses. Industry experts will introduce practical tools, automation basics, and emerging technologies that can improve efficiency, communication, and decision-making. Sessions will focus on easy-to-implement solutions, foundational AI concepts, and real-world applications that help teams save time and work smarter. This track is ideal for those who are new to AI or looking to build confidence in adopting technology within their organization.
Sponsored by:
The Hackathon Room is where ideas turn into something real. This three-day, hands-on challenge gives attendees the freedom to choose what they want to work on, tackle a real problem, and build a solution alongside other attendees, a team, or even a vendor.
There’s no traditional speaker lineup or sit-and-listen format here. A facilitator will help guide the challenge, while attendees can drop in, observe, jump into a project, collaborate, experiment, and keep building throughout the conference. Think of it as a live build space where you never quite know what you’ll see taking shape.
On Thursday, it all comes together with a show-and-tell where teams get to share what they built. And, of course, there’s a little extra motivation on the line: the winning team takes home a championship-style belt.
Sponsored by:
The Growth & BDM Room is all about scaling your portfolio and building a stronger brand. Industry expert property managers will share proven marketing tactics, sales techniques, and growth strategies to help you attract more owners and close more deals. Whether you’re building a BDM department or handling it all yourself, this room offers insight into what’s working in today’s competitive market. If growth is your priority, this is where you need to be.
Sponsored by:
The Client Experience Room puts the spotlight on elevating service for both owners and tenants. Industry expert property managers will dive into how exceptional communication, smart perks, and proactive support can improve retention, reduce churn, and drive referrals. These sessions will cover both strategic and tactical approaches to creating memorable, brand-aligned experiences at every touchpoint. In today’s market, delivering a great experience isn’t optional — it’s a competitive edge.
Sponsored by:
The Advanced Technology & AI Room is built for forward-thinking professionals who are already leveraging technology and want to stay at the forefront of innovation. Industry experts will share advanced strategies for automation, AI-powered workflows, data analytics, machine learning applications, predictive maintenance, hiring systems, and operational optimization. Attendees will explore real-world case studies, emerging technologies, and scalable solutions that drive efficiency, profitability, and competitive advantage. This track is designed for leaders who are ready to push beyond the basics and transform their organizations through technology and AI.
Sponsored by:
The Work-Life Balance Room is dedicated to helping property managers avoid burnout and build sustainable careers. Industry expert property managers will explore time management, stress reduction, and operational strategies that let you serve clients without sacrificing your personal life. Learn how to build systems and teams that support you — not bury you. This room is a must for people looking to thrive in the long game.
Sponsored by:
The Remote Team Member Room offers best practices for hiring, onboarding, and leading remote staff. Industry expert property managers will share how top companies are building efficient, effective remote teams that support everything from leasing to customer service. Topics will include training systems, communication tools, and performance management for offshore and distributed teams. If you want to expand your team without adding burnout, this room is essential.
Sponsored by:
The Process Room helps property managers tighten their operations and scale confidently. Industry expert property managers will kick off each session with a 15–20 minute overview of a proven process, followed by a collaborative, workshop-style deep dive. Attendees will leave with customized versions of essential workflows tailored to their business. This room focuses on key operational pain points: Lease Renewals, Property Onboarding, Delinquency and Evictions, and Owner/Property Offboarding.
Sponsored by:
The Law and Disorder Room is dedicated to the legal and regulatory side of property management. This room tackles critical topics like government affairs, tenant-landlord policies, fair housing, and compliance challenges that impact day-to-day operations. Designed to help property managers stay informed and protected, the Law and Disorder Room offers a clear view of the legal landscape — equipping professionals to make confident, compliant decisions that support long-term success.
Sponsored by:
The Process Mastermind Lounge takes some of the conference’s most valuable topics a step further. Rather than simply hearing the same session again, attendees will have the opportunity to dive deeper, work through real-world questions, and explore how the ideas can be applied to their own businesses.
These small-group, hands-on sessions are designed to be interactive and collaborative, giving attendees space to share experiences, work through challenges, and learn from one another. Selected speakers will facilitate the conversations, helping the group turn big ideas into practical solutions and actionable takeaways.
Come ready to participate, ask questions, share what’s working, and leave with ideas you can actually put into practice.
Sponsored by:
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The Acquisitions & Lending Room is designed for property management professionals looking to expand their portfolios, strengthen investor relationships, and better understand the financing strategies that drive growth. Industry experts will explore how to identify and evaluate acquisition opportunities, navigate lending options, secure capital, and structure deals for long-term success. Attendees will gain practical insights into working with lenders, analyzing investment opportunities, and positioning themselves as trusted advisors in portfolio expansion and wealth-building strategies. This track is ideal for professionals who want to accelerate growth through strategic acquisitions and smart financing decisions.
Sponsored by:
The Processes & Operations Room focuses on streamlining day-to-day operations and building strong, scalable internal systems. Each session will feature industry expert property managers who will begin by sharing their proven processes in a 15–20 minute presentation. The remainder of the session will be hands-on: attendees will work alongside these experts to actively build and refine their own processes and operational workflows. Designed for immediate application, this room targets the most critical systems in property management — from Move-In and Move-Out to Owner Onboarding and Owner/Property Offboarding — ensuring smoother operations, stronger teams, and more efficient businesses.
Sponsored by:
The Client Experience Room puts the spotlight on elevating service for both owners and tenants. Industry expert property managers will dive into how exceptional communication, smart perks, and proactive support can improve retention, reduce churn, and drive referrals. These sessions will cover both strategic and tactical approaches to creating memorable, brand-aligned experiences at every touchpoint. In today’s market, delivering a great experience isn’t optional — it’s a competitive edge.
Sponsored by:
The Hackathon Room is where ideas turn into something real. This three-day, hands-on challenge gives attendees the freedom to choose what they want to work on, tackle a real problem, and build a solution alongside other attendees, a team, or even a vendor.
There’s no traditional speaker lineup or sit-and-listen format here. A facilitator will help guide the challenge, while attendees can drop in, observe, jump into a project, collaborate, experiment, and keep building throughout the conference. Think of it as a live build space where you never quite know what you’ll see taking shape.
On Thursday, it all comes together with a show-and-tell where teams get to share what they built. And, of course, there’s a little extra motivation on the line: the winning team takes home a championship-style belt.
Sponsored by:
The Remote Team Member Room offers best practices for hiring, onboarding, and leading remote staff. Industry expert property managers will share how top companies are building efficient, effective remote teams that support everything from leasing to customer service. Topics will include training systems, communication tools, and performance management for offshore and distributed teams. If you want to expand your team without adding burnout, this room is essential.
Sponsored by:
The Technology & AI Room is designed for property management professionals who want to better understand today’s technology landscape and begin leveraging AI in their businesses. Industry experts will introduce practical tools, automation basics, and emerging technologies that can improve efficiency, communication, and decision-making. Sessions will focus on easy-to-implement solutions, foundational AI concepts, and real-world applications that help teams save time and work smarter. This track is ideal for those who are new to AI or looking to build confidence in adopting technology within their organization.The Technology & AI Advanced Room is built for forward-thinking professionals who are already leveraging technology and want to stay at the forefront of innovation. Industry experts will share advanced strategies for automation, AI-powered workflows, data analytics, machine learning applications, predictive maintenance, hiring systems, and operational optimization. Attendees will explore real-world case studies, emerging technologies, and scalable solutions that drive efficiency, profitability, and competitive advantage. This track is designed for leaders who are ready to push beyond the basics and transform their organizations through technology and AI.
Sponsored by:
The Advanced Technology & AI Room is built for forward-thinking professionals who are already leveraging technology and want to stay at the forefront of innovation. Industry experts will share advanced strategies for automation, AI-powered workflows, data analytics, machine learning applications, predictive maintenance, hiring systems, and operational optimization. Attendees will explore real-world case studies, emerging technologies, and scalable solutions that drive efficiency, profitability, and competitive advantage. This track is designed for leaders who are ready to push beyond the basics and transform their organizations through technology and AI.
Sponsored by:
The Debate & Panel Room brings a different kind of energy to the conference. Instead of traditional sessions, this room is built around lively debates and engaging panel discussions designed to bring different perspectives, challenge assumptions, and spark great conversations.
From AI, investing, legal, and technology to leadership, applications, and the future of property management, expert panelists will tackle the topics shaping our industry from multiple points of view. And when it comes to the debates, expect strong opinions, friendly disagreements, and a few topics that have nothing to do with property management at all.
Whether you’re looking for thoughtful industry conversations or just want to settle an important question like Apple vs. Android or whether pineapple belongs on pizza, this room is all about showing up, taking a side, and joining the conversation.
Sponsored by:
The Growth & BDM Room is all about scaling your portfolio and building a stronger brand. Industry expert property managers will share proven marketing tactics, sales techniques, and growth strategies to help you attract more owners and close more deals. Whether you’re building a BDM department or handling it all yourself, this room offers insight into what’s working in today’s competitive market. If growth is your priority, this is where you need to be.
Sponsored by:
The Process Room helps property managers tighten their operations and scale confidently. Industry expert property managers will kick off each session with a 15–20 minute overview of a proven process, followed by a collaborative, workshop-style deep dive. Attendees will leave with customized versions of essential workflows tailored to their business. This room focuses on key operational pain points: Lease Renewals, Property Onboarding, Delinquency and Evictions, and Owner/Property Offboarding.
Sponsored by:
The Maintenance Room tackles one of the most demanding and complex areas of property management: maintenance. Attendees will hear from industry expert property managers as they share strategies, tools, and insights for improving maintenance operations, vendor coordination, and resident satisfaction. In addition to these sessions, the room will feature a dedicated Make Ready/Unit Turn process session, where an industry expert will lead a 15–20 minute presentation followed by a hands-on workshop. During this workshop, attendees will actively build and refine their own Make Ready processes, gaining actionable takeaways they can implement immediately.
Sponsored by:
The Law and Disorder Room is dedicated to the legal and regulatory side of property management. This room tackles critical topics like government affairs, tenant-landlord policies, fair housing, and compliance challenges that impact day-to-day operations. Designed to help property managers stay informed and protected, the Law and Disorder Room offers a clear view of the legal landscape — equipping professionals to make confident, compliant decisions that support long-term success.
Sponsored by:
The Work-Life Balance Room is dedicated to helping property managers avoid burnout and build sustainable careers. Industry expert property managers will explore time management, stress reduction, and operational strategies that let you serve clients without sacrificing your personal life. Learn how to build systems and teams that support you — not bury you. This room is a must for people looking to thrive in the long game.
Sponsored by:
The Process Mastermind Lounge takes some of the conference’s most valuable topics a step further. Rather than simply hearing the same session again, attendees will have the opportunity to dive deeper, work through real-world questions, and explore how the ideas can be applied to their own businesses.
These small-group, hands-on sessions are designed to be interactive and collaborative, giving attendees space to share experiences, work through challenges, and learn from one another. Selected speakers will facilitate the conversations, helping the group turn big ideas into practical solutions and actionable takeaways.
Come ready to participate, ask questions, share what’s working, and leave with ideas you can actually put into practice.
Sponsored by:
MONDAY, JANUARY 11, 2027
MONDAY — JANUARY 11, 2027 |
The conference starts here! Come check in, pick up your badge and conference materials, grab a drink, and kick off the week with great conversations and new connections. Take your time exploring the space, meeting fellow attendees, and stopping by the different tables throughout the evening. Plus, join our Stamp Card activity for a chance to win a special Grand Prize! Come early, get settled in, and start the week on a high note. |
First time at the conference? Start here! Join us for a quick, relaxed meet & greet designed to help you feel right at home from day one. We’ll walk you through how the conference works, share a few tips and tricks to help you make the most of your experience, and answer any questions you may have. Meet other first-time attendees, get the inside scoop, and head into the week feeling confident and ready to make the most of your conference experience! |
Your conference experience is all in the app! Not sure where to find your sessions, activities, updates, or other important conference information? Join Wolf for a quick walkthrough of the conference app and learn how to make the most of it from day one. We’ll cover the key features, show you where to find everything you need, and answer any questions you may have — whether you’re brand new to the app or just want a quick refresher. Bring your phone and get app-ready for the week ahead! |
Welcome to the conference! Let’s kick things off with a first look at one of the biggest forces shaping our industry: AI. Join some of our top AI speakers for an engaging opening session designed to spark ideas, challenge the way you think about what’s possible, and give you a taste of what’s ahead throughout the week. This is just the beginning. Come get inspired, see what’s coming, and start the conference with a glimpse into how AI is changing the way we work, lead, and grow. |
We’re Bringing Vegas to You! What better way to kick off conference week than with one of Downtown Las Vegas’ most iconic entertainers? We’re bringing Mike Hammer straight from the Vegas stage to the conference! A Las Vegas headliner for more than 15 years, Mike is known for his fast-paced comedy, mind-blowing magic, mind-reading, and completely unpredictable audience interaction. No two shows are ever the same — and with Mike, you’re not just watching the show, you’re part of it. Get ready for big laughs, incredible surprises, and a true Las Vegas experience. This is one you won’t want to miss! |
Not quite ready to call it a night? Come hang out, grab a drink, and keep the conversations going in the Second Nature Room. This is your chance to slow things down, meet up with friends, make a few new connections, and enjoy a relaxed end to the first day of the conference. No agenda. No pressure. Just good drinks, good conversations, and good company. Stop by, stay as long as you’d like, and ease into the week Vegas-style. |
MONDAY — JANUARY 11, 2027 |
The conference starts here! Come check in, pick up your badge and conference materials, grab a drink, and kick off the week with great conversations and new connections. Take your time exploring the space, meeting fellow attendees, and stopping by the different tables throughout the evening. Plus, join our Stamp Card activity for a chance to win a special Grand Prize! Come early, get settled in, and start the week on a high note. |
First time at the conference? Start here! Join us for a quick, relaxed meet & greet designed to help you feel right at home from day one. We’ll walk you through how the conference works, share a few tips and tricks to help you make the most of your experience, and answer any questions you may have. Meet other first-time attendees, get the inside scoop, and head into the week feeling confident and ready to make the most of your conference experience! |
Your conference experience is all in the app! Not sure where to find your sessions, activities, updates, or other important conference information? Join Wolf for a quick walkthrough of the conference app and learn how to make the most of it from day one. We’ll cover the key features, show you where to find everything you need, and answer any questions you may have — whether you’re brand new to the app or just want a quick refresher. Bring your phone and get app-ready for the week ahead! |
Welcome to the conference! Let’s kick things off with a first look at one of the biggest forces shaping our industry: AI. Join some of our top AI speakers for an engaging opening session designed to spark ideas, challenge the way you think about what’s possible, and give you a taste of what’s ahead throughout the week. This is just the beginning. Come get inspired, see what’s coming, and start the conference with a glimpse into how AI is changing the way we work, lead, and grow. |
We’re Bringing Vegas to You! What better way to kick off conference week than with one of Downtown Las Vegas’ most iconic entertainers? We’re bringing Mike Hammer straight from the Vegas stage to the conference! A Las Vegas headliner for more than 15 years, Mike is known for his fast-paced comedy, mind-blowing magic, mind-reading, and completely unpredictable audience interaction. No two shows are ever the same — and with Mike, you’re not just watching the show, you’re part of it. Get ready for big laughs, incredible surprises, and a true Las Vegas experience. This is one you won’t want to miss! |
Not quite ready to call it a night? Come hang out, grab a drink, and keep the conversations going in the Second Nature Room. This is your chance to slow things down, meet up with friends, make a few new connections, and enjoy a relaxed end to the first day of the conference. No agenda. No pressure. Just good drinks, good conversations, and good company. Stop by, stay as long as you’d like, and ease into the week Vegas-style. |
TUESDAY, JANUARY 12, 2027
TUESDAY — JANUARY 12, 2027 |
Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. Location — TBD |
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Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Looking to connect with other remote team members? This casual meet & greet is a chance to meet people working remotely across the property management industry, swap experiences, and make new connections. Come say hello, share your experience, and connect with others who understand what it’s like to be part of a remote team. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Artificial Intelligence is moving fast — and property management is right in the middle of it. This panel brings together industry leaders and technology experts to explore what’s actually happening, what’s already working, and where things are headed next. Led by Randall Henderson, COO of Rentvine, the conversation will feature Robert Iraheta, Miranda Hunicutt, and Dawn Derkson, along with perspectives from leading technology companies including Aptly and zInspector. Expect real perspectives, practical insights, and plenty of conversation around how AI is changing the way property management companies operate, serve clients, and think about the future — not just what AI might mean someday. The resident relationship is often won—or lost—before move-in day. This session will examine the most common friction points during the first 10 days of the resident journey, including communication overload, utility setup, unclear responsibilities, and missed expectations. Attendees will learn how to map their current process, identify preventable failure points, and create a smoother move-in experience that improves resident satisfaction, online reviews, and operational efficiency. The session will include an interactive exercise in which attendees map their current move-in journey and identify the three areas creating the most resident friction. This session covers three areas. First, org design: how teams divide work between leasing agents, VAs, and AI. When does a US-based team member need to be involved, and when can AI or offshore support handle the interaction? How do you structure by geography vs. portfolio, and what are the tradeoffs? For years, the preferred vendor list has been one of the core tools maintenance teams use to decide who gets the next job. But the list itself is not the real strategy. It is an attempt to capture the judgment of a great coordinator who knows which vendor to use, when to use them, and when to make an exception. As a property management business scales, money inevitably starts bleeding from two major sources: the government over-collecting on taxes you don’t actually owe, and internal operational blind spots where baseline fraud can slip through unnoticed. Katie Mercer, a seasoned CPA, Accounting Transformation leader, and former Big Four auditor, has spent her career inside complex financials analyzing corporate systems, repairing broken internal controls, and navigating aggressive tax environments. She knows exactly how both dishonest actors and tax authorities operate—and how to stop them before they hit your bottom line. This is an interactive, diagnostic session tailored specifically for real estate operators. Katie bridges the gap between high-level tax strategy and everyday operational safety. You’ll learn how to successfully maximize deductions you are likely missing—like the Augusta Rule, vehicle write-offs, and optimized real estate investments under your corporate structure—while safely navigating the shifting compliance lines of international remote team members. Bring your absolute worst, most complex tax and accounting headaches. This session features an open “Stump the CPA” challenge: present your toughest operational puzzles, and Katie will analyze the regulatory realities, bust the viral social media tax myths, and hand you a bulletproof defense framework. Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. New to PMSC or looking to make the most of your conference experience? Join Sarah Hatch, PMSC Board Member, for an inside look at what to expect throughout the week. Sarah will share helpful insights on how the event is structured, what opportunities are available, and how to navigate the conference to get the most value from your time here. Whether it’s connecting with industry peers, choosing the sessions that best fit your goals, or taking advantage of the unique experiences throughout the week, this session will help you start the conference with confidence. Come ready to learn, ask questions, and set yourself up for a successful PMSC experience. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Many property management founders don’t actually own a scalable business—they own a high-stress job that functions more like a personal piggy bank than a true corporate asset. In this forward-looking session, Jock McNeill, Executive Vice President at PURE Property Management, flips the script on traditional acquisitions to show you how to build a company that is incredibly worth selling, but so systematic that you might just prefer to keep it. Drawing from his own journey of scaling a successful independent firm and navigating its acquisition by a national consolidator, Jock breaks down how to transition away from daily owner-dependency. You will learn how different classes of buyers actually evaluate an asset, why everyday workflows matter less to institutional buyers than clean profitability, and how to optimize your hidden revenue streams. Founders will walk away with a practical, 12-month roadmap to maximize their company’s valuation multiple, unlock real equity, and design an operation built for ultimate sellability. Drawing on survey data collected from property management companies across the industry, this session takes a benchmarks-first look at the financial health of PM businesses today. We’ll break down where operators are winning and losing on NOI per door, profit margins, owner retention, and revenue per unit — and what separates top-quartile performers from the rest. Attendees will leave with a clear picture of how their business stacks up, which financial trends demand attention now, and where the biggest untapped opportunities sit (fee strategy, churn reduction, cost-to-serve). Traditional single-family landlording is no longer the only—or most profitable—way to build a high-performing real estate portfolio. In this interactive session, Bryan Jenkins pulls back the curtain on creative housing strategies and alternative property outcomes that yield premium rents, zero vacancy, and below-market acquisitions. From partnering with non-profits to negotiating deep inventory discounts with home builders, discover how to rethink everyday residential assets for maximum cash flow. Key Session Takeaways:
In this session, participants will build a 9-touch intentional communication process that converts conversations into contracts.
Coming Soon Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Investing in real estate comes with big opportunities — and plenty of decisions along the way. This panel brings together experienced investors and industry leaders to explore the strategies, challenges, and opportunities shaping real estate investing today. Led by Tiffany Rosenbaum, Founder & CEO of Rosenbaum Realty Group, the conversation will feature Mike Mefferd, Shawn Johnson, and AJ Shepard, along with perspectives from leading lending partners including LendingOne and Column Bank. Expect an honest conversation around what investors are looking at, how they’re approaching opportunities in today’s market, and the lessons they’ve learned along the way. Whether you’re actively investing or simply looking to better understand the investment side of the industry, this panel will give you plenty to think about. In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. Most property management companies treat employee onboarding like a necessary evil—a few scattered documents, a rushed orientation, and “figure it out from there.” But your first six weeks are the most critical window to shape culture, build confidence, and prevent costly turnover. In this session, you’ll discover how we built a comprehensive onboarding package that systematically connects new hires with knowledge, people, and purpose. From curated how-to libraries and structured in-person training to intentional relationship-building across departments and a communication framework that prevents confusion, this session reveals the exact blueprint that generated enthusiastic response from every newly onboarded employee. You’ll walk away with a 6-week roadmap that turns onboarding from chaotic to strategic. You’ll learn how to bundle training components—digital resources, hands-on instruction, peer connections, and company culture immersion—into a cohesive system that sets your new team members up for success from day one. If you’re tired of losing good people in their first month or dealing with retention problems that could have been prevented, this is your blueprint for building a team that stays and thrives. Most property managers know automation could save them hours, but knowing where to start is the hard part. Automate the wrong thing and you’ve spent weeks building something that barely moves the needle. This hands-on session gives you a simple framework for picking the automation wins that actually matter. The core idea is straightforward: score your repetitive tasks by frequency times pain. The tasks you do constantly that also drive you crazy are where automation pays off first. We’ll walk through this together using a practical worksheet you can take home and apply to your own operation right away, no technical background required. We’ll ground the framework in real examples from leasing workflows, where a CRM and AI can take over routine follow-ups, inquiry responses, and scheduling so your team can focus on the conversations that actually close. And because the landscape is moving fast, we’ll close with a candid look at where AI is genuinely headed over the next twelve months, so the choices you make today still hold up tomorrow. As a property management business scales, money inevitably starts bleeding from two major sources: the government over-collecting on taxes you don’t actually owe, and internal operational blind spots where baseline fraud can slip through unnoticed. Katie Mercer, a seasoned CPA, Accounting Transformation leader, and former Big Four auditor, has spent her career inside complex financials analyzing corporate systems, repairing broken internal controls, and navigating aggressive tax environments. She knows exactly how both dishonest actors and tax authorities operate—and how to stop them before they hit your bottom line. This is an interactive, diagnostic session tailored specifically for real estate operators. Katie bridges the gap between high-level tax strategy and everyday operational safety. You’ll learn how to successfully maximize deductions you are likely missing—like the Augusta Rule, vehicle write-offs, and optimized real estate investments under your corporate structure—while safely navigating the shifting compliance lines of international remote team members. Bring your absolute worst, most complex tax and accounting headaches. This session features an open “Stump the CPA” challenge: present your toughest operational puzzles, and Katie will analyze the regulatory realities, bust the viral social media tax myths, and hand you a bulletproof defense framework. Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, either in their own room or by taking them out to one of the hotel’s restaurants. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
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A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
You track marketing spend, vacancy rates, and maintenance costs down to the dollar. But there’s a number most property management owners never calculate, and it’s quietly costing them more than almost anything else in the business. Every time you hire without a real training plan, you pay for it twice. Once in the time and money to recruit and onboard someone, and again when they leave six months later because no one set them up to succeed. Then the cycle starts over. This session breaks down what that hidden cost looks like across hiring, onboarding, and turnover, and why most companies underestimate it. More importantly, it shows what changes when training stops being an afterthought and becomes a real plan. Employees who are properly trained make fewer mistakes, stay longer, and own their work instead of needing constant oversight. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. AI and automation are reshaping leasing, but the hard question isn’t whether to use them — it’s where they actually help and where they quietly damage the renter experience. Most companies bolt technology on task by task with no underlying system, which is exactly why results are inconsistent and the renter experience suffers. This session gives attendees a vendor-neutral framework for designing an intentional system: deciding which leasing tasks to automate, which to keep human, and how to document those decisions so the whole team operates the same way. We’ll break leasing into its component tasks and build a decision system around them — with rules and ownership rather than case-by-case guesswork. The session stays deliberately tool-agnostic; the goal is a documented operating model attendees can maintain and measure, not an endorsement of any platform. We’ll cover where automation reliably creates value in a system and where it predictably breaks down, how to design consistency so every team member handles renters the same way, how to build in checkpoints that catch the automation failures that frustrate prospects, and how to measure whether the system is improving real leasing outcomes rather than just generating activity. Attendees will leave with a repeatable framework for routing any leasing task to automation, a person, or a hybrid — and documenting the rule, not just the one-off choice. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Is caring deeply about your clients and tenants a competitive advantage — or can it actually get in the way of running a successful business? Peter Lohmann and Brandy Landon go head-to-head on this question, exploring the balance between empathy, relationships, profitability, boundaries, and business strategy. Expect two different perspectives, strong opinions, and a lively conversation about how much you should care — and where the line should be drawn. Come ready to pick a side! The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. Stop being the bottleneck in your own success. Sarah Hatch and Brenda Smith have proven that the secret to scaling isn’t doing more—it’s stepping out to see what’s actually working. In this dynamic “Visionary and Integrator” session, they share the blueprint for a 30-day operational disconnect that transforms your company from owner-dependent to team-empowered. Discover how taking a month away acts as a positive stress test, revealing exactly where your processes are stalled and where your staff is ready to lead. You’ll learn how to identify the bottlenecks you didn’t know you were creating and how to build a culture of trust that allows your business to thrive without your constant permission. If you’re ready to invigorate your team and clarify your future, this is your roadmap to building a truly self-sustaining empire. Join Sam Eddinger in the Process Mastermind lounge as he personally guides you through building a robust performance management framework from the ground up. You will map out the monthly and quarterly feedback loops that drive essential business decisions—from awarding performance bonuses and fast-tracking promotions to identifying exactly when to implement a Performance Improvement Plan (PIP). Sam is giving away his personal spreadsheets and automated email templates, walking you through how to integrate every piece into a unified system. Leave this session with a ready-to-use, data-driven process that ensures your team remains accountable, motivated, and aligned with your company goals. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Many property management companies grow by accident. Processes emerge organically. Responsibilities shift over time. Team members create workarounds to solve immediate problems. Growth happens, but operational design rarely keeps pace. The result is a business that works—but only because talented people are compensating for unclear systems. This session explores how leaders can intentionally design operations before growth exposes existing weaknesses. We’ll discuss how to identify hidden operational debt, determine when a process needs to be rebuilt, and create systems that support future scale without creating bureaucracy. Attendees will walk through a practical methodology for evaluating process maturity and prioritizing operational improvements based on business impact. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. By now, you’ve heard of AI receptionists, AI maintenance coordinators, and AI leasing agents. But voice AI is more than just a single department’s workflow. Voice has a meaningful role to play in dozens of workflows in property management. For example: calling tenants to remind them of a scheduled appointment; following up with leasing prospects to get tour feedback; reading an owner the highlights of their owner report so they don’t have to login to the portal. The ideas are limitless. In this workshop, we’ll look at how voice can plug in to enhance key workflows and identify some winning opportunities for property management companies to implement voice AI across their business, and then prototype our initial agents together. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Vendor markups are a common part of the property management business — but how much is too much? In this debate, two industry voices will take opposite sides of the question: Is vendor markup simply part of doing business, or does it cross a line? From transparency and client expectations to profitability and the realities of running a property management company, this conversation will tackle the issue from both sides. Come hear the arguments, pick a side, and decide for yourself. The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Join Sam Eddinger in the Process Mastermind lounge as he personally guides you through building a robust performance management framework from the ground up. You will map out the monthly and quarterly feedback loops that drive essential business decisions—from awarding performance bonuses and fast-tracking promotions to identifying exactly when to implement a Performance Improvement Plan (PIP). Sam is giving away his personal spreadsheets and automated email templates, walking you through how to integrate every piece into a unified system. Leave this session with a ready-to-use, data-driven process that ensures your team remains accountable, motivated, and aligned with your company goals. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Growing a property management portfolio means winning owner clients in a competitive market. This session walks through a practical, AI-supported framework for every stage of your owner acquisition process from researching prospects before the first call, to running better discovery conversations, to building proposals that actually close. Attendees will leave with a repeatable system they can implement immediately. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. Utilities touch every property you manage, but they rarely get the focus they deserve. That gap shows up in real ways. Vacancy days stretch, owner NOI slips, and your internal team absorbs additional operational burden. This session walks through the full life of a utility account and the decisions that quietly create cost and risk along the way. Most problems start at setup. What documents does a provider require to activate or transfer service? Many water companies won’t open an account without a recorded deed or property management agreement on file. Miss that, and activation stalls at the start of a vacancy. The turn gets delayed, and the vacancy days that eat into NOI start to pile up. Then we cover the rest of the lifecycle. Who should own the utility account during vacancy? During occupancy? Each choice carries trade-offs for cost recovery and workload, depending on your market. Are any of the utilities lienable? On the billing side, we’ll cover utility provider payments and accurate ledger bill-backs, plus anomaly detection. A sudden spike in a bill can be an early warning of a maintenance problem, like a running toilet or a hidden leak. Throughout, I’ll share what good looks like: documents ready before they’re needed, account ownership chosen on purpose, and bills reconciled every cycle. You’ll leave with a checklist to audit your portfolio and a simple framework for handling utilities. We’ll close with a group exercise on real scenarios, so bring your messiest utility headache. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Pet fees, late fees, and the risks that come with tenant credit are all part of the property management business — but who should actually own them? Should these fees and risks stay entirely with the property manager, or should they be shared with the property owner? This debate will explore the different perspectives around who should benefit from the fees, who should absorb the risk, and how these decisions can impact the relationship between property managers and owners. Pick a side and join the conversation! The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
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An open block in the agenda for you to grab dinner on your own. Go with friends, check out the hotel or local restaurants, or just take a break before the evening activities pick back up. No set itinerary, you decide how to spend this time. |
Presented by LeadSimple and Rentvine! Get ready for the biggest social night of the conference, and this year, we’re spicing it up with salsa! Think friendly bowling competition mixed with dance breaks to keep the energy high and the conversations flowing all night long. Here’s how the night rolls:
Bring your competitive spirit (and maybe some dance moves), this is one night you won’t want to miss. Location — Hotel Bowling Center |
Not quite ready to call it a night? Come hang out, grab a drink, and keep the conversations going in the Second Nature Room. This is your chance to slow things down, meet up with friends, make a few new connections, and enjoy a relaxed wind-down after tonight’s bowling. No agenda. No pressure. Just good drinks, good conversations, and good company. Stop by and stay as long as you’d like! Location — Second Nature Room |
TUESDAY — January 12, 2027 |
Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. Location — TBD |
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Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Looking to connect with other remote team members? This casual meet & greet is a chance to meet people working remotely across the property management industry, swap experiences, and make new connections. Come say hello, share your experience, and connect with others who understand what it’s like to be part of a remote team. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Artificial Intelligence is moving fast — and property management is right in the middle of it. This panel brings together industry leaders and technology experts to explore what’s actually happening, what’s already working, and where things are headed next. Led by Randall Henderson, COO of Rentvine, the conversation will feature Robert Iraheta, Miranda Hunicutt, and Dawn Derkson, along with perspectives from leading technology companies including Aptly and zInspector. Expect real perspectives, practical insights, and plenty of conversation around how AI is changing the way property management companies operate, serve clients, and think about the future — not just what AI might mean someday. The resident relationship is often won—or lost—before move-in day. This session will examine the most common friction points during the first 10 days of the resident journey, including communication overload, utility setup, unclear responsibilities, and missed expectations. Attendees will learn how to map their current process, identify preventable failure points, and create a smoother move-in experience that improves resident satisfaction, online reviews, and operational efficiency. The session will include an interactive exercise in which attendees map their current move-in journey and identify the three areas creating the most resident friction. This session covers three areas. First, org design: how teams divide work between leasing agents, VAs, and AI. When does a US-based team member need to be involved, and when can AI or offshore support handle the interaction? How do you structure by geography vs. portfolio, and what are the tradeoffs? For years, the preferred vendor list has been one of the core tools maintenance teams use to decide who gets the next job. But the list itself is not the real strategy. It is an attempt to capture the judgment of a great coordinator who knows which vendor to use, when to use them, and when to make an exception. As a property management business scales, money inevitably starts bleeding from two major sources: the government over-collecting on taxes you don’t actually owe, and internal operational blind spots where baseline fraud can slip through unnoticed. Katie Mercer, a seasoned CPA, Accounting Transformation leader, and former Big Four auditor, has spent her career inside complex financials analyzing corporate systems, repairing broken internal controls, and navigating aggressive tax environments. She knows exactly how both dishonest actors and tax authorities operate—and how to stop them before they hit your bottom line. This is an interactive, diagnostic session tailored specifically for real estate operators. Katie bridges the gap between high-level tax strategy and everyday operational safety. You’ll learn how to successfully maximize deductions you are likely missing—like the Augusta Rule, vehicle write-offs, and optimized real estate investments under your corporate structure—while safely navigating the shifting compliance lines of international remote team members. Bring your absolute worst, most complex tax and accounting headaches. This session features an open “Stump the CPA” challenge: present your toughest operational puzzles, and Katie will analyze the regulatory realities, bust the viral social media tax myths, and hand you a bulletproof defense framework. Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. New to PMSC or looking to make the most of your conference experience? Join Sarah Hatch, PMSC Board Member, for an inside look at what to expect throughout the week. Sarah will share helpful insights on how the event is structured, what opportunities are available, and how to navigate the conference to get the most value from your time here. Whether it’s connecting with industry peers, choosing the sessions that best fit your goals, or taking advantage of the unique experiences throughout the week, this session will help you start the conference with confidence. Come ready to learn, ask questions, and set yourself up for a successful PMSC experience. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Many property management founders don’t actually own a scalable business—they own a high-stress job that functions more like a personal piggy bank than a true corporate asset. In this forward-looking session, Jock McNeill, Executive Vice President at PURE Property Management, flips the script on traditional acquisitions to show you how to build a company that is incredibly worth selling, but so systematic that you might just prefer to keep it. Drawing from his own journey of scaling a successful independent firm and navigating its acquisition by a national consolidator, Jock breaks down how to transition away from daily owner-dependency. You will learn how different classes of buyers actually evaluate an asset, why everyday workflows matter less to institutional buyers than clean profitability, and how to optimize your hidden revenue streams. Founders will walk away with a practical, 12-month roadmap to maximize their company’s valuation multiple, unlock real equity, and design an operation built for ultimate sellability. Drawing on survey data collected from property management companies across the industry, this session takes a benchmarks-first look at the financial health of PM businesses today. We’ll break down where operators are winning and losing on NOI per door, profit margins, owner retention, and revenue per unit — and what separates top-quartile performers from the rest. Attendees will leave with a clear picture of how their business stacks up, which financial trends demand attention now, and where the biggest untapped opportunities sit (fee strategy, churn reduction, cost-to-serve). Traditional single-family landlording is no longer the only—or most profitable—way to build a high-performing real estate portfolio. In this interactive session, Bryan Jenkins pulls back the curtain on creative housing strategies and alternative property outcomes that yield premium rents, zero vacancy, and below-market acquisitions. From partnering with non-profits to negotiating deep inventory discounts with home builders, discover how to rethink everyday residential assets for maximum cash flow. Key Session Takeaways:
In this session, participants will build a 9-touch intentional communication process that converts conversations into contracts.
Coming Soon Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Investing in real estate comes with big opportunities — and plenty of decisions along the way. This panel brings together experienced investors and industry leaders to explore the strategies, challenges, and opportunities shaping real estate investing today. Led by Tiffany Rosenbaum, Founder & CEO of Rosenbaum Realty Group, the conversation will feature Mike Mefferd, Shawn Johnson, and AJ Shepard, along with perspectives from leading lending partners including LendingOne and Column Bank. Expect an honest conversation around what investors are looking at, how they’re approaching opportunities in today’s market, and the lessons they’ve learned along the way. Whether you’re actively investing or simply looking to better understand the investment side of the industry, this panel will give you plenty to think about. In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. Most property management companies treat employee onboarding like a necessary evil—a few scattered documents, a rushed orientation, and “figure it out from there.” But your first six weeks are the most critical window to shape culture, build confidence, and prevent costly turnover. In this session, you’ll discover how we built a comprehensive onboarding package that systematically connects new hires with knowledge, people, and purpose. From curated how-to libraries and structured in-person training to intentional relationship-building across departments and a communication framework that prevents confusion, this session reveals the exact blueprint that generated enthusiastic response from every newly onboarded employee. You’ll walk away with a 6-week roadmap that turns onboarding from chaotic to strategic. You’ll learn how to bundle training components—digital resources, hands-on instruction, peer connections, and company culture immersion—into a cohesive system that sets your new team members up for success from day one. If you’re tired of losing good people in their first month or dealing with retention problems that could have been prevented, this is your blueprint for building a team that stays and thrives. Most property managers know automation could save them hours, but knowing where to start is the hard part. Automate the wrong thing and you’ve spent weeks building something that barely moves the needle. This hands-on session gives you a simple framework for picking the automation wins that actually matter. The core idea is straightforward: score your repetitive tasks by frequency times pain. The tasks you do constantly that also drive you crazy are where automation pays off first. We’ll walk through this together using a practical worksheet you can take home and apply to your own operation right away, no technical background required. We’ll ground the framework in real examples from leasing workflows, where a CRM and AI can take over routine follow-ups, inquiry responses, and scheduling so your team can focus on the conversations that actually close. And because the landscape is moving fast, we’ll close with a candid look at where AI is genuinely headed over the next twelve months, so the choices you make today still hold up tomorrow. As a property management business scales, money inevitably starts bleeding from two major sources: the government over-collecting on taxes you don’t actually owe, and internal operational blind spots where baseline fraud can slip through unnoticed. Katie Mercer, a seasoned CPA, Accounting Transformation leader, and former Big Four auditor, has spent her career inside complex financials analyzing corporate systems, repairing broken internal controls, and navigating aggressive tax environments. She knows exactly how both dishonest actors and tax authorities operate—and how to stop them before they hit your bottom line. This is an interactive, diagnostic session tailored specifically for real estate operators. Katie bridges the gap between high-level tax strategy and everyday operational safety. You’ll learn how to successfully maximize deductions you are likely missing—like the Augusta Rule, vehicle write-offs, and optimized real estate investments under your corporate structure—while safely navigating the shifting compliance lines of international remote team members. Bring your absolute worst, most complex tax and accounting headaches. This session features an open “Stump the CPA” challenge: present your toughest operational puzzles, and Katie will analyze the regulatory realities, bust the viral social media tax myths, and hand you a bulletproof defense framework. Didn’t get a chance to check in yesterday? Stop by here to grab your badge and conference materials and get all set up. Take a moment to settle in, catch your bearings, and get ready to jump into the rest of your day. Swing by whenever works for you, we’ll have everything ready for you. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, either in their own room or by taking them out to one of the hotel’s restaurants. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
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A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
You track marketing spend, vacancy rates, and maintenance costs down to the dollar. But there’s a number most property management owners never calculate, and it’s quietly costing them more than almost anything else in the business. Every time you hire without a real training plan, you pay for it twice. Once in the time and money to recruit and onboard someone, and again when they leave six months later because no one set them up to succeed. Then the cycle starts over. This session breaks down what that hidden cost looks like across hiring, onboarding, and turnover, and why most companies underestimate it. More importantly, it shows what changes when training stops being an afterthought and becomes a real plan. Employees who are properly trained make fewer mistakes, stay longer, and own their work instead of needing constant oversight. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. AI and automation are reshaping leasing, but the hard question isn’t whether to use them — it’s where they actually help and where they quietly damage the renter experience. Most companies bolt technology on task by task with no underlying system, which is exactly why results are inconsistent and the renter experience suffers. This session gives attendees a vendor-neutral framework for designing an intentional system: deciding which leasing tasks to automate, which to keep human, and how to document those decisions so the whole team operates the same way. We’ll break leasing into its component tasks and build a decision system around them — with rules and ownership rather than case-by-case guesswork. The session stays deliberately tool-agnostic; the goal is a documented operating model attendees can maintain and measure, not an endorsement of any platform. We’ll cover where automation reliably creates value in a system and where it predictably breaks down, how to design consistency so every team member handles renters the same way, how to build in checkpoints that catch the automation failures that frustrate prospects, and how to measure whether the system is improving real leasing outcomes rather than just generating activity. Attendees will leave with a repeatable framework for routing any leasing task to automation, a person, or a hybrid — and documenting the rule, not just the one-off choice. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Is caring deeply about your clients and tenants a competitive advantage — or can it actually get in the way of running a successful business? Peter Lohmann and Brandy Landon go head-to-head on this question, exploring the balance between empathy, relationships, profitability, boundaries, and business strategy. Expect two different perspectives, strong opinions, and a lively conversation about how much you should care — and where the line should be drawn. Come ready to pick a side! The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. Stop being the bottleneck in your own success. Sarah Hatch and Brenda Smith have proven that the secret to scaling isn’t doing more—it’s stepping out to see what’s actually working. In this dynamic “Visionary and Integrator” session, they share the blueprint for a 30-day operational disconnect that transforms your company from owner-dependent to team-empowered. Discover how taking a month away acts as a positive stress test, revealing exactly where your processes are stalled and where your staff is ready to lead. You’ll learn how to identify the bottlenecks you didn’t know you were creating and how to build a culture of trust that allows your business to thrive without your constant permission. If you’re ready to invigorate your team and clarify your future, this is your roadmap to building a truly self-sustaining empire. Join Sam Eddinger in the Process Mastermind lounge as he personally guides you through building a robust performance management framework from the ground up. You will map out the monthly and quarterly feedback loops that drive essential business decisions—from awarding performance bonuses and fast-tracking promotions to identifying exactly when to implement a Performance Improvement Plan (PIP). Sam is giving away his personal spreadsheets and automated email templates, walking you through how to integrate every piece into a unified system. Leave this session with a ready-to-use, data-driven process that ensures your team remains accountable, motivated, and aligned with your company goals. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Many property management companies grow by accident. Processes emerge organically. Responsibilities shift over time. Team members create workarounds to solve immediate problems. Growth happens, but operational design rarely keeps pace. The result is a business that works—but only because talented people are compensating for unclear systems. This session explores how leaders can intentionally design operations before growth exposes existing weaknesses. We’ll discuss how to identify hidden operational debt, determine when a process needs to be rebuilt, and create systems that support future scale without creating bureaucracy. Attendees will walk through a practical methodology for evaluating process maturity and prioritizing operational improvements based on business impact. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. By now, you’ve heard of AI receptionists, AI maintenance coordinators, and AI leasing agents. But voice AI is more than just a single department’s workflow. Voice has a meaningful role to play in dozens of workflows in property management. For example: calling tenants to remind them of a scheduled appointment; following up with leasing prospects to get tour feedback; reading an owner the highlights of their owner report so they don’t have to login to the portal. The ideas are limitless. In this workshop, we’ll look at how voice can plug in to enhance key workflows and identify some winning opportunities for property management companies to implement voice AI across their business, and then prototype our initial agents together. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Vendor markups are a common part of the property management business — but how much is too much? In this debate, two industry voices will take opposite sides of the question: Is vendor markup simply part of doing business, or does it cross a line? From transparency and client expectations to profitability and the realities of running a property management company, this conversation will tackle the issue from both sides. Come hear the arguments, pick a side, and decide for yourself. The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Join Sam Eddinger in the Process Mastermind lounge as he personally guides you through building a robust performance management framework from the ground up. You will map out the monthly and quarterly feedback loops that drive essential business decisions—from awarding performance bonuses and fast-tracking promotions to identifying exactly when to implement a Performance Improvement Plan (PIP). Sam is giving away his personal spreadsheets and automated email templates, walking you through how to integrate every piece into a unified system. Leave this session with a ready-to-use, data-driven process that ensures your team remains accountable, motivated, and aligned with your company goals. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Growing a property management portfolio means winning owner clients in a competitive market. This session walks through a practical, AI-supported framework for every stage of your owner acquisition process from researching prospects before the first call, to running better discovery conversations, to building proposals that actually close. Attendees will leave with a repeatable system they can implement immediately. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. Utilities touch every property you manage, but they rarely get the focus they deserve. That gap shows up in real ways. Vacancy days stretch, owner NOI slips, and your internal team absorbs additional operational burden. This session walks through the full life of a utility account and the decisions that quietly create cost and risk along the way. Most problems start at setup. What documents does a provider require to activate or transfer service? Many water companies won’t open an account without a recorded deed or property management agreement on file. Miss that, and activation stalls at the start of a vacancy. The turn gets delayed, and the vacancy days that eat into NOI start to pile up. Then we cover the rest of the lifecycle. Who should own the utility account during vacancy? During occupancy? Each choice carries trade-offs for cost recovery and workload, depending on your market. Are any of the utilities lienable? On the billing side, we’ll cover utility provider payments and accurate ledger bill-backs, plus anomaly detection. A sudden spike in a bill can be an early warning of a maintenance problem, like a running toilet or a hidden leak. Throughout, I’ll share what good looks like: documents ready before they’re needed, account ownership chosen on purpose, and bills reconciled every cycle. You’ll leave with a checklist to audit your portfolio and a simple framework for handling utilities. We’ll close with a group exercise on real scenarios, so bring your messiest utility headache. Can a company’s second-in-command effectively drive operations, optimize processes, and scale a portfolio of hundreds of doors without sitting in the central office? Absolutely. In this high-impact session, Rodolfo Osorio, Director of Operations, shatters the myth that executive leadership requires a physical desk in the local office. Shifting the conversation away from standard outsourcing and generic “virtual assistants,” Rodolfo pulls back the curtain on how to step into true executive authority from afar, seamlessly bridging the gap between overseas talent and local, on-site personnel to build a unified, powerhouse workforce. Whether you are managing a fully remote team or balancing a mix of local office and remote staff, this presentation delivers the exact playbook you need to lead with impact. You will walk away with battle-tested communication cadences, objective performance evaluation frameworks, and situational leadership strategies that establish deep organizational trust. Learn how to blend cutting-edge automation with old-school management principles to drive fierce accountability, eliminate performance friction, and protect your business culture—all while leading from miles away. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. Pet fees, late fees, and the risks that come with tenant credit are all part of the property management business — but who should actually own them? Should these fees and risks stay entirely with the property manager, or should they be shared with the property owner? This debate will explore the different perspectives around who should benefit from the fees, who should absorb the risk, and how these decisions can impact the relationship between property managers and owners. Pick a side and join the conversation! The 10–60 unit market can be a sweet spot for single-family property management companies ready to grow and expand their portfolios. This session explores why existing SFR systems, staffing, leasing expertise, and technology can translate so well to mid-size communities—and how to capitalize on the opportunity. Learn how to identify and pursue the right properties, price and pitch your services, structure staffing and lease-up strategies, and build efficient operations for leasing, managing and maintenance that make these portfolios scalable and profitable. If you currently manage this type of portfolio, you’ll leave this session with new ideas on improving your service offerings. If you’re considering this portfolio type, you’ll leave with an actionable playbook to get you started. When Allegiance Property Management grew from 2.5 to 7 employees in two years, individual inboxes stopped working. Leadership couldn’t see what was happening, and coverage broke down whenever someone was out. Clients were confused every time a role changed. The usual fix is a paid shared-inbox platform, which means another subscription, another login, and another system to train on. We went a different way. In this session, Courtney Parks and Sal Burgos share the full story of how their communication system changed over time, including the mistakes they made so you don’t have to. They’ll cover what Google Groups solved: departmental addresses, daily visibility for leadership, and easy coverage. They’ll also cover where it fell short and what they changed. Then they’ll show the combined approach they use today, with individual inboxes for ownership and Google Groups on top for team-wide visibility. They’ll walk you through exactly how they built it and rolled it out to their team, step by step. Attendees will learn how to:
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine. In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence. Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house. In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
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An open block in the agenda for you to grab dinner on your own. Go with friends, check out the hotel or local restaurants, or just take a break before the evening activities pick back up. No set itinerary, you decide how to spend this time. |
Presented by LeadSimple and Rentvine! Get ready for the biggest social night of the conference, and this year, we’re spicing it up with salsa! Think friendly bowling competition mixed with dance breaks to keep the energy high and the conversations flowing all night long. Here’s how the night rolls:
Bring your competitive spirit (and maybe some dance moves), this is one night you won’t want to miss. Location — Hotel Bowling Center |
Not quite ready to call it a night? Come hang out, grab a drink, and keep the conversations going in the Second Nature Room. This is your chance to slow things down, meet up with friends, make a few new connections, and enjoy a relaxed wind-down after tonight’s bowling. No agenda. No pressure. Just good drinks, good conversations, and good company. Stop by and stay as long as you’d like! Location — Second Nature Room |
WEDNESDAY, JANUARY 13, 2027
WEDNESDAY — JANUARY 13, 2027 |
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Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Traditional single-family landlording is no longer the only—or most profitable—way to build a high-performing real estate portfolio. In this interactive session, Bryan Jenkins pulls back the curtain on creative housing strategies and alternative property outcomes that yield premium rents, zero vacancy, and below-market acquisitions. From partnering with non-profits to negotiating deep inventory discounts with home builders, discover how to rethink everyday residential assets for maximum cash flow. Key Session Takeaways:
Curious about what can really be done remotely? Stop by and connect directly with remote team members who are doing the work every day. Bring your questions and learn about the types of roles that can be handled remotely, how remote team members support property management businesses, and what it’s actually like to work as part of a remote team. This is an open, casual format, so stop by, ask questions, hear real experiences, and get a better idea of what a remote team could look like for your business. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. For many solo business owners, being the ultimate decision-maker can be incredibly isolating—especially if you aren’t naturally a “numbers guy.” Paul Henderson solved this universal pain point by creating “Alvin,” a custom AI CFO directly integrated into his QuickBooks data. Designed to act as a real-time strategic sounding board, Alvin delivers daily financial updates, flags budget anomalies, and cross-examines operational expenses with zero fluff. But Alvin isn’t a typical, dry software program; engineered with a distinct personality and a mandate to “explain things like I’m seven,” this virtual advisor keeps Paul grounded by delivering blunt, unfiltered feedback whenever a proposed business move doesn’t make financial sense. In this eye-opening session, Paul pulls back the curtain on how to transition from staring at confusing spreadsheets to having high-impact, conversational breakthroughs with your own data. He will walk you through the real-world blueprints of how Alvin analyzed the tax and ROI implications of replacing a totaled company vehicle—forcing a smart, under-$10,000 purchase over an expensive lease—and how the AI helped overhaul a broken hiring pipeline by suggesting an automated, remote-leasing strategy instead. Attendees will walk away with a practical roadmap for building their own virtual boardroom, learning how to train a custom AI advisor, refine its logic through simple monthly habits, and turn raw financial data into a proactive shield that aggressively protects the bottom line. What’s happening within NARPM, and what does the future look like for the organization and the property management industry? Join Brian Birdy, former NARPM National President, for a conversation with a group of NARPM leaders and longtime members, including AJ Shepard, Melissa Prandi, Karen Jordan, DD Lee, and Brad Randall. With experience ranging from national and regional leadership to chapter and board service, this panel brings together a wide range of perspectives from people who have been actively involved in NARPM over the years. The conversation will cover NARPM, leadership, industry trends, the challenges facing property managers today, and what’s ahead for the profession. Come hear directly from the people who have helped lead NARPM — and bring your questions. In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. More than 60% of renter leads in single-family property management come through Zillow. When you look at the major listing sites collectively, these platforms account for the vast majority of your leasing pipeline. The data shows a shift is already underway. Listing site lead volumes dropped 5–10% in recent quarters. At the same time, property manager websites grew from 11% to nearly 20% of submitted applications. This session will provide practical steps on building a second source of demand so that your leasing pipeline doesn’t depend entirely on one platform. We’ll look at real data on where leads convert and walk through the specific setup for three strategies: cross-selling, remarketing, and direct marketing. Building a company culture you’re proud of isn’t about ping-pong tables or slogans on a wall. It’s about the everyday choices that make people want to show up, do great work, and stick around. In this session, we’ll talk honestly about what that actually looks like at a fast-growing, VC-backed company, and we’ll do it as a conversation, not a lecture, so we can all learn from each other’s wins and mistakes. At Boom, our goal is to win. But we can’t win without working together, being collaborative (not competitive) with each other, and leaning on routines and agendas that keep us aligned. For example, every Monday morning our international company gets together for a weekly sync where we talk through what went well, what could’ve gone better, and our goals for the week ahead. We work hard together but we also make room for the fun stuff. For instance, our “1beer” Friday tradition where we wrap up early and hang out over a beer (or sparkling water) and a not-so-serious debate on what animal we would want to be reincarnated as, team trivia, monthly happy hours, and an annual international offsite that bring us closer than any Slack channel ever could. In this discussion based conversation, we’ll dig into the bigger questions together: What values actually guide how your team behaves? How do you hire people you genuinely want to work with? What makes people stay, and what makes them leave? And how does the culture you build internally end up showing up in how your clients experience you? Come ready to share what’s worked for you. You’ll leave with practical, real ideas you can try with your own team right away. In this engaging, anecdote-driven session, Las Vegas Judge David F. Brown strips away industry hearsay to reveal the most common blunders property managers make when they step into a courtroom—and exactly how to avoid them. Moving past dangerous misconceptions about landlord-tenant disputes, Judge Brown will share real stories from the bench highlighting the critical procedural pitfalls, sloppy documentation errors, and lack of preparation that routinely cost managers their cases. Attendees will learn precisely how a judge evaluates a dispute, what constitutes bulletproof evidence in the eyes of the law, and how to arrive organized and ready to present a compliant case. This insider’s look from the bench will give you the exact blueprint needed to confidently navigate the legal system, hold tenants accountable, and protect your business from costly, avoidable courtroom setbacks. Zego’s 2025 Resident Experience Management Report found that the top reasons residents don’t renew are rent, poor maintenance response, and security concerns. They’re not the life changes and relocations PMs often assume are behind it. That gap matters: a single non-renewal runs $3,000–$5,000 once vacancy loss is included, and over a third of renters say they’re planning to move in the next year. This panel session gives PMs a practical retention framework built around the actual drivers: setting the relationship at move-in, preventing the maintenance issues that trigger non-renewal, using proactive communication as a retention lever, building financial stickiness into the lease, and starting renewal conversations 90-120 days out instead of 30. Speakers share real numbers from their own portfolios. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Everyone keeps an eye on vacancies, maintenance costs, and late payments. But some of the biggest things hurting your bottom line are much harder to spot. Manual tasks, disconnected systems, duplicate work, and small process gaps can quietly add up, costing your team time, money, and opportunities to grow. In this session, we’ll explore where these hidden costs show up in day-to-day property management, why they’re so easy to overlook, and what you can do to reduce them. Through real-world examples and practical strategies, you’ll learn how to identify inefficiencies, streamline workflows, and make better use of the tools you already have. You’ll leave with a simple framework for evaluating your own operations and uncovering opportunities to improve efficiency, protect your margins, and help your team spend less time on repetitive work and more time delivering value to owners and residents. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Curious about what can really be done remotely? Stop by and connect directly with remote team members who are doing the work every day. Bring your questions and learn about the types of roles that can be handled remotely, how remote team members support property management businesses, and what it’s actually like to work as part of a remote team. This is an open, casual format, so stop by, ask questions, hear real experiences, and get a better idea of what a remote team could look like for your business. Growing a property management portfolio means winning owner clients in a competitive market. This session walks through a practical, AI-supported framework for every stage of your owner acquisition process from researching prospects before the first call, to running better discovery conversations, to building proposals that actually close. Attendees will leave with a repeatable system they can implement immediately. For many solo business owners, being the ultimate decision-maker can be incredibly isolating—especially if you aren’t naturally a “numbers guy.” Paul Henderson solved this universal pain point by creating “Alvin,” a custom AI CFO directly integrated into his QuickBooks data. Designed to act as a real-time strategic sounding board, Alvin delivers daily financial updates, flags budget anomalies, and cross-examines operational expenses with zero fluff. But Alvin isn’t a typical, dry software program; engineered with a distinct personality and a mandate to “explain things like I’m seven,” this virtual advisor keeps Paul grounded by delivering blunt, unfiltered feedback whenever a proposed business move doesn’t make financial sense. In this eye-opening session, Paul pulls back the curtain on how to transition from staring at confusing spreadsheets to having high-impact, conversational breakthroughs with your own data. He will walk you through the real-world blueprints of how Alvin analyzed the tax and ROI implications of replacing a totaled company vehicle—forcing a smart, under-$10,000 purchase over an expensive lease—and how the AI helped overhaul a broken hiring pipeline by suggesting an automated, remote-leasing strategy instead. Attendees will walk away with a practical roadmap for building their own virtual boardroom, learning how to train a custom AI advisor, refine its logic through simple monthly habits, and turn raw financial data into a proactive shield that aggressively protects the bottom line. Legal and regulatory issues can have a major impact on how property management companies operate. This panel brings together experienced voices from across the industry to discuss the legal challenges, questions, and issues property managers are navigating today. Led by Andrew Smallwood, Chief Strategy Officer at Second Nature, the conversation will feature Katie Mercer, Leah Schuch, Danielle Gallant, Chris Karsaz, and Judge David Brown of Las Vegas Justice Court. From landlord-tenant issues and compliance to navigating disputes and understanding the legal side of property management, this panel will offer perspectives from both industry professionals and the courtroom. Bring your questions and get ready for a conversation about the legal issues that matter most to property managers! In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. Most property management companies don’t have a technology problem. They have a knowledge problem. Critical decisions, workarounds, tribal knowledge, and customer experience standards often live inside the heads of a few key team members rather than inside documented and repeatable systems. As companies grow, this creates bottlenecks, inconsistent service, training challenges, and operational risk. In this session, we’ll examine why operational knowledge naturally becomes trapped inside people, how that impacts growth, and what leaders can do to systematically transfer knowledge into processes, systems, and accountability structures. Attendees will learn a practical framework for identifying knowledge dependencies, documenting critical workflows, and creating a culture where processes become organizational assets instead of individual expertise. This presentation includes real-world examples from property management companies that successfully reduced operational friction, improved onboarding, and scaled without adding unnecessary complexity. Poorly managed maintenance is the single biggest reason owners fire their property managers. When communication loops break down, response times lag, and priority levels blur, an entire portfolio can silently bleed out clients without the business owner even realizing there is a problem. In this foundational session, Brian Birdy of Birdy Properties in San Antonio, Texas, unpacks why maintenance is the literal heartbeat of your operation—and how to stop a catastrophic operational cardiac arrest before it tanks your client retention. Drawing on decades of industry leadership, Brian shares his core philosophy that while technology, remote teams, and AI agents constantly evolve, the fundamental pillars of property management never truly change. This masterclass moves past software pitches to focus on the timeless human and systemic variables that dictate success: mastering communication, setting ironclad timing benchmarks, and ruthlessly organizing maintenance priorities. You will walk away with a modernized, ready-to-implement framework to reclaim total control over your maintenance process and permanently plug the leak at the bottom of your client portfolio. Most property management policies are written with good intent. They aim to create consistency, reduce risk, and guide decision-making across teams. But in practice, those policies rarely function the same way at the corporate level as they do onsite. In this session, PetScreening founder John Bradford shares lessons learned from building systems in one of the most operationally complex areas of property management: pet policy and assistance animal management. While pet policy is used as a grounding example, the broader focus is how operational realities shape policy execution across leasing and resident relations. Attendees will explore why inconsistency emerges even in well-designed processes, how frontline teams adapt policies in real time, and what leaders can do to improve clarity and usability without adding unnecessary complexity or administrative burden. This session is not about adding more rules or more systems. It focuses on understanding how policies behave once they leave the page and enter daily operations, and how small design changes can significantly improve consistency across an organization. Participants will leave with practical insights for evaluating their own policies and making them more usable for frontline teams. In this session, property management icon Melissa Prandi shares the blueprint for overcoming the ultimate business hurdle: the founder’s trap. After 44 years in the industry, Melissa realized that her “old school” habits were the primary bottleneck slowing down her modern, tech-driven team. She details her transition from a constant “interruptor” to a high-level CEO working just 2 to 5 hours a week, all while retaining 100% ownership of her thriving company. Attendees will learn how to identify the “Christines” and “Matts” in their own organizations, delegate with total confidence, and build the systems necessary for the business to operate better without the owner in the building. It’s time to stop clogging the wheel and start empowering your team to drive the mission forward. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, either in their own room or by taking them out to one of the hotel’s restaurants. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
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A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. Too many property management companies underutilize their remote team members, trapping them in low-level data entry loops instead of leveraging them to lead. Sedyney, the Operations Manager at PMI Elevation, shattered that ceiling. Working remotely from Jamaica, Sedyney transitioned from a support role into a high-level operational leader who commands the team’s day-to-day backend systems. Her primary weapon? Deploying advanced AI to systematically eliminate manual pressure, making everyone’s job in the company significantly easier. Today, her automated workflows allow a lean team of five to manage a growing portfolio with total consistency, even reducing office phone traffic to just one or two live calls per month. This is an interactive workshop built for forward-thinking business owners and ambitious remote team members alike. Sedyney pulls back the curtain on how to shift a remote role from a simple task-taker to a proactive systems manager who protects the entire staff from burnout. This is a live, hands-on sandbox session—bring your laptop, open up your AI platforms, and learn the practical methods Sedyney uses to map out complex property management logic, strip away manual friction, and build automated workflows that support the whole team. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Most property managers find out something is wrong when a tenant complains, an owner calls, or a repair bill lands on their desk. By then, a small problem has usually become an expensive one. Property awareness — knowing what condition your properties are actually in, on a consistent schedule — is one of the highest-leverage systems a PM company can build. It protects the owner’s asset, reduces your liability, and gives you the documentation to back up every conversation you have. The good news is there’s no single right way to do it. Your team can conduct reviews in-house, giving you full control over the process and the data. You can involve tenants in their own periodic reviews, increasing frequency without adding field time. Or you can bring in a third-party professional for an independent set of eyes — which carries its own credibility with owners and holds up differently when documentation matters. Each approach has real advantages, and the right mix depends on your portfolio, your team, and your business model. This session walks through all three — honestly, without a script. You’ll leave with a practical framework for building or improving your own property awareness system, a clear picture of when each approach makes sense, and a process you can put in place when you get home. When it’s time to fill an important role, should you invest in the people you already have — or bring in someone with experience from outside the company? Peter Lohmann and Samuel Eddinger will go head-to-head on the two approaches, exploring the benefits, challenges, and trade-offs of developing talent internally versus hiring externally. From company culture and loyalty to experience, fresh perspectives, training, and long-term growth, this debate will tackle what it takes to build the right team. Pick a side and see which approach makes the stronger case. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. When a tenant issue arises—whether it is a property nuisance, a quiet enjoyment dispute, or an on-site accident—most property management companies reactively run toward two costly options: corporate insurance or aggressive courtroom litigation. However, the most resilient operations protect their assets long before a judge ever gets involved. In this highly tactical session inside the Law and Disorder room, Chris Karsaz, Principal of Karsaz Law and attorney practicing across both California and Nevada and serving as General Counsel for the Nevada State Apartment Association, pulls back the curtain on how to transform your daily operations into a protective legal shield. Drawing on over 20 years of experience managing claims and protecting major asset portfolios in both states, Chris explains how to build a preventative, internal risk-management engine that stops legal threats in their tracks. Ask any PM operator what their biggest growth challenge is and the answer is almost always the same: winning new doors and keeping the ones they have. Most companies attack this problem with better marketing, more sales outreach, or lower fees. Very few look at the financial experience they deliver to owners as a competitive weapon. But owners are telling us exactly what they want. The PM Trends Report 2026 data shows that financial forecasting, instant payments, and all-in-one financial services rank among the top premium services landlords will pay for. Owners do not leave their PM because the leasing was slow. They leave because they feel in the dark about their money. This session breaks down the owner experience gap: the difference between what owners expect from a financial reporting and payments standpoint versus what most PM companies actually deliver. We will walk through real examples of what best-in-class owner financial reporting looks like, discuss what it takes to move from monthly owner statements to real-time financial visibility, and examine how payment speed and transparency directly impact owner retention and referrals. Attendees will work through an exercise auditing their own owner experience from the financial side, identifying the specific moments where owners lose confidence or start shopping for a new manager. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. Too many property management companies underutilize their remote team members, trapping them in low-level data entry loops instead of leveraging them to lead. Sedyney, the Operations Manager at PMI Elevation, shattered that ceiling. Working remotely from Jamaica, Sedyney transitioned from a support role into a high-level operational leader who commands the team’s day-to-day backend systems. Her primary weapon? Deploying advanced AI to systematically eliminate manual pressure, making everyone’s job in the company significantly easier. Today, her automated workflows allow a lean team of five to manage a growing portfolio with total consistency, even reducing office phone traffic to just one or two live calls per month. This is an interactive workshop built for forward-thinking business owners and ambitious remote team members alike. Sedyney pulls back the curtain on how to shift a remote role from a simple task-taker to a proactive systems manager who protects the entire staff from burnout. This is a live, hands-on sandbox session—bring your laptop, open up your AI platforms, and learn the practical methods Sedyney uses to map out complex property management logic, strip away manual friction, and build automated workflows that support the whole team. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Most PM software gives you the tools its developers decided to build. But what about the tools they haven’t built yet — the custom owner report your clients keep asking for, the portfolio dashboard that tracks exactly what you track, the automated follow-up that fits your specific workflow? That’s where open APIs and AI come in. This is a hands-on, advanced session built around a real example: using inspection data as the foundation. We’ll walk through how to pull structured property condition data out of an open API, feed it into an AI tool, and produce something genuinely useful — a custom report, an automated summary, a triggered workflow — that your off-the-shelf software doesn’t do on its own. No coding experience required. If you can write a prompt and follow a logical sequence of steps, you can build this. Attendees who leave this session will understand how to apply the same approach to maintenance data, lease data, owner communications, or any other part of their operation where they’ve been waiting for a vendor to build the thing they actually need. This session is for operators who are ready to stop waiting. As AI continues to change the way property management companies work, one question is becoming harder to ignore: Do you still need a remote team member, or can AI do the job? This debate will explore the strengths, limitations, and trade-offs of both approaches — from cost and efficiency to human connection, judgment, communication, and the ability to handle the unexpected. Is AI ready to replace certain remote roles, or is there still no substitute for having a real person on your team? Pick a side and join the debate. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. Building a business is one thing; protecting it is another. For many owners, growth brings unexpected complexity that requires a shift from offensive growth to defensive strategy. Leah Schuch has navigated the high-stakes North Carolina market and experienced firsthand how critical operational safeguards are. Through a finalized HUD complaint and other structural challenges, she learned how to professionalize her defense. Leah is not an attorney, but she provides a tactical blueprint for securing your company’s future. You will learn how to move past the stress of potential liabilities and start engineering a process that lives in your daily workflow to ensure your company is protected. Leah breaks down “Risk Ready” logic, including the strategic necessity of separating business entities to create a barrier between your different divisions. You will see real-world examples of how to build a resilient, high-standard operation that stands up to scrutiny. Most entrepreneurs start a business to gain more freedom, yet many eventually find themselves working longer hours, carrying greater responsibility, and feeling more dependent on the business than ever before. In this interactive workshop, participants will evaluate their business through the lens of the three freedoms every entrepreneur is seeking: Freedom of Time, Freedom of Money, and Freedom of Choice. Through guided exercises and group discussion, attendees will identify which freedom is holding them back, uncover the business patterns contributing to that constraint, and develop practical next steps to build a business that creates freedom instead of consuming it. This session is educational, highly interactive, and relevant for property management companies of every size. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Details Coming Soon. The debate that has divided friends, families, coworkers, and group chats for years. Apple or Android — which one is actually better? We’re settling this one the only way we know how: a good old-fashioned debate. Come hear both sides make their case, defend their favorite device, and maybe rethink your choice along the way. Pick your side. Come ready to defend it! Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. Building a business is one thing; protecting it is another. For many owners, growth brings unexpected complexity that requires a shift from offensive growth to defensive strategy. Leah Schuch has navigated the high-stakes North Carolina market and experienced firsthand how critical operational safeguards are. Through a finalized HUD complaint and other structural challenges, she learned how to professionalize her defense. Leah is not an attorney, but she provides a tactical blueprint for securing your company’s future. You will learn how to move past the stress of potential liabilities and start engineering a process that lives in your daily workflow to ensure your company is protected. Leah breaks down “Risk Ready” logic, including the strategic necessity of separating business entities to create a barrier between your different divisions. You will see real-world examples of how to build a resilient, high-standard operation that stands up to scrutiny. Most property management companies have an SOP graveyard. It’s a shared drive full of documents nobody opens, written once and never updated. AI is changing that, but not in the way most people expect. The real shift isn’t “use AI to write SOPs faster.” It’s a harder question: which of these tasks needs a human-facing document at all, and which ones should just be handed to AI to execute directly This session gives property managers a practical framework for deciding what still deserves an SOP, how to use AI to draft and maintain the ones that do, and how to get those SOPs actually followed — distributed into the tools teams already use, standardized across locations, and kept current without a quarterly rewrite project. Attendees leave with a simple test they can apply to their own task list the same day, plus a copy-and-use prompt framework for turning tribal knowledge into a clean SOP draft. This presentation will draw on Second Nature’s first-hand experience leveraging Claude to automate and replace SOPs within our own company, as well as insights from a practicing property manager. You can replace SOPs with an AI coworker that answers all the questions, and we’ll show you how to build it in this live session. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
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An open block in the agenda for you to grab dinner on your own. Go with friends, check out the hotel or local restaurants, or just take a break before the evening activities pick back up. No set itinerary, you decide how to spend this time. |
Wednesday night is yours to enjoy. This is an open block on the agenda, so it could mean a free evening to explore Vegas on your own, or it could mean an invitation from one of our sponsors to join something special, whether that’s a dinner, a show, a private meetup, or an off-site activity. Keep an eye on the conference app, sponsor-hosted experiences will be added there as they’re confirmed, so you can see what’s available and pick whatever fits your evening best. However you spend it, Wednesday night is your chance to network, unwind, and enjoy Vegas your way. |
For attendees staying on-site, PMSC is hosting an open Happy Hour in the Second Nature Room. It’s a relaxed alternative to the off-site dinners happening around town, a space to enjoy a casual drink and some quiet conversation at your own pace. No RSVP required, just stop by whenever works for you. Location — Second Nature Room |
WEDNESDAY — JANUARY 13, 2027 |
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Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Traditional single-family landlording is no longer the only—or most profitable—way to build a high-performing real estate portfolio. In this interactive session, Bryan Jenkins pulls back the curtain on creative housing strategies and alternative property outcomes that yield premium rents, zero vacancy, and below-market acquisitions. From partnering with non-profits to negotiating deep inventory discounts with home builders, discover how to rethink everyday residential assets for maximum cash flow. Key Session Takeaways:
Curious about what can really be done remotely? Stop by and connect directly with remote team members who are doing the work every day. Bring your questions and learn about the types of roles that can be handled remotely, how remote team members support property management businesses, and what it’s actually like to work as part of a remote team. This is an open, casual format, so stop by, ask questions, hear real experiences, and get a better idea of what a remote team could look like for your business. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. For many solo business owners, being the ultimate decision-maker can be incredibly isolating—especially if you aren’t naturally a “numbers guy.” Paul Henderson solved this universal pain point by creating “Alvin,” a custom AI CFO directly integrated into his QuickBooks data. Designed to act as a real-time strategic sounding board, Alvin delivers daily financial updates, flags budget anomalies, and cross-examines operational expenses with zero fluff. But Alvin isn’t a typical, dry software program; engineered with a distinct personality and a mandate to “explain things like I’m seven,” this virtual advisor keeps Paul grounded by delivering blunt, unfiltered feedback whenever a proposed business move doesn’t make financial sense. In this eye-opening session, Paul pulls back the curtain on how to transition from staring at confusing spreadsheets to having high-impact, conversational breakthroughs with your own data. He will walk you through the real-world blueprints of how Alvin analyzed the tax and ROI implications of replacing a totaled company vehicle—forcing a smart, under-$10,000 purchase over an expensive lease—and how the AI helped overhaul a broken hiring pipeline by suggesting an automated, remote-leasing strategy instead. Attendees will walk away with a practical roadmap for building their own virtual boardroom, learning how to train a custom AI advisor, refine its logic through simple monthly habits, and turn raw financial data into a proactive shield that aggressively protects the bottom line. What’s happening within NARPM, and what does the future look like for the organization and the property management industry? Join Brian Birdy, former NARPM National President, for a conversation with a group of NARPM leaders and longtime members, including AJ Shepard, Melissa Prandi, Karen Jordan, DD Lee, and Brad Randall. With experience ranging from national and regional leadership to chapter and board service, this panel brings together a wide range of perspectives from people who have been actively involved in NARPM over the years. The conversation will cover NARPM, leadership, industry trends, the challenges facing property managers today, and what’s ahead for the profession. Come hear directly from the people who have helped lead NARPM — and bring your questions. In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. More than 60% of renter leads in single-family property management come through Zillow. When you look at the major listing sites collectively, these platforms account for the vast majority of your leasing pipeline. The data shows a shift is already underway. Listing site lead volumes dropped 5–10% in recent quarters. At the same time, property manager websites grew from 11% to nearly 20% of submitted applications. This session will provide practical steps on building a second source of demand so that your leasing pipeline doesn’t depend entirely on one platform. We’ll look at real data on where leads convert and walk through the specific setup for three strategies: cross-selling, remarketing, and direct marketing. Building a company culture you’re proud of isn’t about ping-pong tables or slogans on a wall. It’s about the everyday choices that make people want to show up, do great work, and stick around. In this session, we’ll talk honestly about what that actually looks like at a fast-growing, VC-backed company, and we’ll do it as a conversation, not a lecture, so we can all learn from each other’s wins and mistakes. At Boom, our goal is to win. But we can’t win without working together, being collaborative (not competitive) with each other, and leaning on routines and agendas that keep us aligned. For example, every Monday morning our international company gets together for a weekly sync where we talk through what went well, what could’ve gone better, and our goals for the week ahead. We work hard together but we also make room for the fun stuff. For instance, our “1beer” Friday tradition where we wrap up early and hang out over a beer (or sparkling water) and a not-so-serious debate on what animal we would want to be reincarnated as, team trivia, monthly happy hours, and an annual international offsite that bring us closer than any Slack channel ever could. In this discussion based conversation, we’ll dig into the bigger questions together: What values actually guide how your team behaves? How do you hire people you genuinely want to work with? What makes people stay, and what makes them leave? And how does the culture you build internally end up showing up in how your clients experience you? Come ready to share what’s worked for you. You’ll leave with practical, real ideas you can try with your own team right away. In this engaging, anecdote-driven session, Las Vegas Judge David F. Brown strips away industry hearsay to reveal the most common blunders property managers make when they step into a courtroom—and exactly how to avoid them. Moving past dangerous misconceptions about landlord-tenant disputes, Judge Brown will share real stories from the bench highlighting the critical procedural pitfalls, sloppy documentation errors, and lack of preparation that routinely cost managers their cases. Attendees will learn precisely how a judge evaluates a dispute, what constitutes bulletproof evidence in the eyes of the law, and how to arrive organized and ready to present a compliant case. This insider’s look from the bench will give you the exact blueprint needed to confidently navigate the legal system, hold tenants accountable, and protect your business from costly, avoidable courtroom setbacks. Zego’s 2025 Resident Experience Management Report found that the top reasons residents don’t renew are rent, poor maintenance response, and security concerns. They’re not the life changes and relocations PMs often assume are behind it. That gap matters: a single non-renewal runs $3,000–$5,000 once vacancy loss is included, and over a third of renters say they’re planning to move in the next year. This panel session gives PMs a practical retention framework built around the actual drivers: setting the relationship at move-in, preventing the maintenance issues that trigger non-renewal, using proactive communication as a retention lever, building financial stickiness into the lease, and starting renewal conversations 90-120 days out instead of 30. Speakers share real numbers from their own portfolios. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients. This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control. Everyone keeps an eye on vacancies, maintenance costs, and late payments. But some of the biggest things hurting your bottom line are much harder to spot. Manual tasks, disconnected systems, duplicate work, and small process gaps can quietly add up, costing your team time, money, and opportunities to grow. In this session, we’ll explore where these hidden costs show up in day-to-day property management, why they’re so easy to overlook, and what you can do to reduce them. Through real-world examples and practical strategies, you’ll learn how to identify inefficiencies, streamline workflows, and make better use of the tools you already have. You’ll leave with a simple framework for evaluating your own operations and uncovering opportunities to improve efficiency, protect your margins, and help your team spend less time on repetitive work and more time delivering value to owners and residents. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Curious about what can really be done remotely? Stop by and connect directly with remote team members who are doing the work every day. Bring your questions and learn about the types of roles that can be handled remotely, how remote team members support property management businesses, and what it’s actually like to work as part of a remote team. This is an open, casual format, so stop by, ask questions, hear real experiences, and get a better idea of what a remote team could look like for your business. Growing a property management portfolio means winning owner clients in a competitive market. This session walks through a practical, AI-supported framework for every stage of your owner acquisition process from researching prospects before the first call, to running better discovery conversations, to building proposals that actually close. Attendees will leave with a repeatable system they can implement immediately. For many solo business owners, being the ultimate decision-maker can be incredibly isolating—especially if you aren’t naturally a “numbers guy.” Paul Henderson solved this universal pain point by creating “Alvin,” a custom AI CFO directly integrated into his QuickBooks data. Designed to act as a real-time strategic sounding board, Alvin delivers daily financial updates, flags budget anomalies, and cross-examines operational expenses with zero fluff. But Alvin isn’t a typical, dry software program; engineered with a distinct personality and a mandate to “explain things like I’m seven,” this virtual advisor keeps Paul grounded by delivering blunt, unfiltered feedback whenever a proposed business move doesn’t make financial sense. In this eye-opening session, Paul pulls back the curtain on how to transition from staring at confusing spreadsheets to having high-impact, conversational breakthroughs with your own data. He will walk you through the real-world blueprints of how Alvin analyzed the tax and ROI implications of replacing a totaled company vehicle—forcing a smart, under-$10,000 purchase over an expensive lease—and how the AI helped overhaul a broken hiring pipeline by suggesting an automated, remote-leasing strategy instead. Attendees will walk away with a practical roadmap for building their own virtual boardroom, learning how to train a custom AI advisor, refine its logic through simple monthly habits, and turn raw financial data into a proactive shield that aggressively protects the bottom line. Legal and regulatory issues can have a major impact on how property management companies operate. This panel brings together experienced voices from across the industry to discuss the legal challenges, questions, and issues property managers are navigating today. Led by Andrew Smallwood, Chief Strategy Officer at Second Nature, the conversation will feature Katie Mercer, Leah Schuch, Danielle Gallant, Chris Karsaz, and Judge David Brown of Las Vegas Justice Court. From landlord-tenant issues and compliance to navigating disputes and understanding the legal side of property management, this panel will offer perspectives from both industry professionals and the courtroom. Bring your questions and get ready for a conversation about the legal issues that matter most to property managers! In this session, Thomas Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Thomas provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert. Most property management companies don’t have a technology problem. They have a knowledge problem. Critical decisions, workarounds, tribal knowledge, and customer experience standards often live inside the heads of a few key team members rather than inside documented and repeatable systems. As companies grow, this creates bottlenecks, inconsistent service, training challenges, and operational risk. In this session, we’ll examine why operational knowledge naturally becomes trapped inside people, how that impacts growth, and what leaders can do to systematically transfer knowledge into processes, systems, and accountability structures. Attendees will learn a practical framework for identifying knowledge dependencies, documenting critical workflows, and creating a culture where processes become organizational assets instead of individual expertise. This presentation includes real-world examples from property management companies that successfully reduced operational friction, improved onboarding, and scaled without adding unnecessary complexity. Poorly managed maintenance is the single biggest reason owners fire their property managers. When communication loops break down, response times lag, and priority levels blur, an entire portfolio can silently bleed out clients without the business owner even realizing there is a problem. In this foundational session, Brian Birdy of Birdy Properties in San Antonio, Texas, unpacks why maintenance is the literal heartbeat of your operation—and how to stop a catastrophic operational cardiac arrest before it tanks your client retention. Drawing on decades of industry leadership, Brian shares his core philosophy that while technology, remote teams, and AI agents constantly evolve, the fundamental pillars of property management never truly change. This masterclass moves past software pitches to focus on the timeless human and systemic variables that dictate success: mastering communication, setting ironclad timing benchmarks, and ruthlessly organizing maintenance priorities. You will walk away with a modernized, ready-to-implement framework to reclaim total control over your maintenance process and permanently plug the leak at the bottom of your client portfolio. Most property management policies are written with good intent. They aim to create consistency, reduce risk, and guide decision-making across teams. But in practice, those policies rarely function the same way at the corporate level as they do onsite. In this session, PetScreening founder John Bradford shares lessons learned from building systems in one of the most operationally complex areas of property management: pet policy and assistance animal management. While pet policy is used as a grounding example, the broader focus is how operational realities shape policy execution across leasing and resident relations. Attendees will explore why inconsistency emerges even in well-designed processes, how frontline teams adapt policies in real time, and what leaders can do to improve clarity and usability without adding unnecessary complexity or administrative burden. This session is not about adding more rules or more systems. It focuses on understanding how policies behave once they leave the page and enter daily operations, and how small design changes can significantly improve consistency across an organization. Participants will leave with practical insights for evaluating their own policies and making them more usable for frontline teams. In this session, property management icon Melissa Prandi shares the blueprint for overcoming the ultimate business hurdle: the founder’s trap. After 44 years in the industry, Melissa realized that her “old school” habits were the primary bottleneck slowing down her modern, tech-driven team. She details her transition from a constant “interruptor” to a high-level CEO working just 2 to 5 hours a week, all while retaining 100% ownership of her thriving company. Attendees will learn how to identify the “Christines” and “Matts” in their own organizations, delegate with total confidence, and build the systems necessary for the business to operate better without the owner in the building. It’s time to stop clogging the wheel and start empowering your team to drive the mission forward. Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer. In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, either in their own room or by taking them out to one of the hotel’s restaurants. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
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A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. Too many property management companies underutilize their remote team members, trapping them in low-level data entry loops instead of leveraging them to lead. Sedyney, the Operations Manager at PMI Elevation, shattered that ceiling. Working remotely from Jamaica, Sedyney transitioned from a support role into a high-level operational leader who commands the team’s day-to-day backend systems. Her primary weapon? Deploying advanced AI to systematically eliminate manual pressure, making everyone’s job in the company significantly easier. Today, her automated workflows allow a lean team of five to manage a growing portfolio with total consistency, even reducing office phone traffic to just one or two live calls per month. This is an interactive workshop built for forward-thinking business owners and ambitious remote team members alike. Sedyney pulls back the curtain on how to shift a remote role from a simple task-taker to a proactive systems manager who protects the entire staff from burnout. This is a live, hands-on sandbox session—bring your laptop, open up your AI platforms, and learn the practical methods Sedyney uses to map out complex property management logic, strip away manual friction, and build automated workflows that support the whole team. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Most property managers find out something is wrong when a tenant complains, an owner calls, or a repair bill lands on their desk. By then, a small problem has usually become an expensive one. Property awareness — knowing what condition your properties are actually in, on a consistent schedule — is one of the highest-leverage systems a PM company can build. It protects the owner’s asset, reduces your liability, and gives you the documentation to back up every conversation you have. The good news is there’s no single right way to do it. Your team can conduct reviews in-house, giving you full control over the process and the data. You can involve tenants in their own periodic reviews, increasing frequency without adding field time. Or you can bring in a third-party professional for an independent set of eyes — which carries its own credibility with owners and holds up differently when documentation matters. Each approach has real advantages, and the right mix depends on your portfolio, your team, and your business model. This session walks through all three — honestly, without a script. You’ll leave with a practical framework for building or improving your own property awareness system, a clear picture of when each approach makes sense, and a process you can put in place when you get home. When it’s time to fill an important role, should you invest in the people you already have — or bring in someone with experience from outside the company? Peter Lohmann and Samuel Eddinger will go head-to-head on the two approaches, exploring the benefits, challenges, and trade-offs of developing talent internally versus hiring externally. From company culture and loyalty to experience, fresh perspectives, training, and long-term growth, this debate will tackle what it takes to build the right team. Pick a side and see which approach makes the stronger case. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. When a tenant issue arises—whether it is a property nuisance, a quiet enjoyment dispute, or an on-site accident—most property management companies reactively run toward two costly options: corporate insurance or aggressive courtroom litigation. However, the most resilient operations protect their assets long before a judge ever gets involved. In this highly tactical session inside the Law and Disorder room, Chris Karsaz, Principal of Karsaz Law and attorney practicing across both California and Nevada and serving as General Counsel for the Nevada State Apartment Association, pulls back the curtain on how to transform your daily operations into a protective legal shield. Drawing on over 20 years of experience managing claims and protecting major asset portfolios in both states, Chris explains how to build a preventative, internal risk-management engine that stops legal threats in their tracks. Ask any PM operator what their biggest growth challenge is and the answer is almost always the same: winning new doors and keeping the ones they have. Most companies attack this problem with better marketing, more sales outreach, or lower fees. Very few look at the financial experience they deliver to owners as a competitive weapon. But owners are telling us exactly what they want. The PM Trends Report 2026 data shows that financial forecasting, instant payments, and all-in-one financial services rank among the top premium services landlords will pay for. Owners do not leave their PM because the leasing was slow. They leave because they feel in the dark about their money. This session breaks down the owner experience gap: the difference between what owners expect from a financial reporting and payments standpoint versus what most PM companies actually deliver. We will walk through real examples of what best-in-class owner financial reporting looks like, discuss what it takes to move from monthly owner statements to real-time financial visibility, and examine how payment speed and transparency directly impact owner retention and referrals. Attendees will work through an exercise auditing their own owner experience from the financial side, identifying the specific moments where owners lose confidence or start shopping for a new manager. Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years. In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. Too many property management companies underutilize their remote team members, trapping them in low-level data entry loops instead of leveraging them to lead. Sedyney, the Operations Manager at PMI Elevation, shattered that ceiling. Working remotely from Jamaica, Sedyney transitioned from a support role into a high-level operational leader who commands the team’s day-to-day backend systems. Her primary weapon? Deploying advanced AI to systematically eliminate manual pressure, making everyone’s job in the company significantly easier. Today, her automated workflows allow a lean team of five to manage a growing portfolio with total consistency, even reducing office phone traffic to just one or two live calls per month. This is an interactive workshop built for forward-thinking business owners and ambitious remote team members alike. Sedyney pulls back the curtain on how to shift a remote role from a simple task-taker to a proactive systems manager who protects the entire staff from burnout. This is a live, hands-on sandbox session—bring your laptop, open up your AI platforms, and learn the practical methods Sedyney uses to map out complex property management logic, strip away manual friction, and build automated workflows that support the whole team. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Most PM software gives you the tools its developers decided to build. But what about the tools they haven’t built yet — the custom owner report your clients keep asking for, the portfolio dashboard that tracks exactly what you track, the automated follow-up that fits your specific workflow? That’s where open APIs and AI come in. This is a hands-on, advanced session built around a real example: using inspection data as the foundation. We’ll walk through how to pull structured property condition data out of an open API, feed it into an AI tool, and produce something genuinely useful — a custom report, an automated summary, a triggered workflow — that your off-the-shelf software doesn’t do on its own. No coding experience required. If you can write a prompt and follow a logical sequence of steps, you can build this. Attendees who leave this session will understand how to apply the same approach to maintenance data, lease data, owner communications, or any other part of their operation where they’ve been waiting for a vendor to build the thing they actually need. This session is for operators who are ready to stop waiting. As AI continues to change the way property management companies work, one question is becoming harder to ignore: Do you still need a remote team member, or can AI do the job? This debate will explore the strengths, limitations, and trade-offs of both approaches — from cost and efficiency to human connection, judgment, communication, and the ability to handle the unexpected. Is AI ready to replace certain remote roles, or is there still no substitute for having a real person on your team? Pick a side and join the debate. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. Building a business is one thing; protecting it is another. For many owners, growth brings unexpected complexity that requires a shift from offensive growth to defensive strategy. Leah Schuch has navigated the high-stakes North Carolina market and experienced firsthand how critical operational safeguards are. Through a finalized HUD complaint and other structural challenges, she learned how to professionalize her defense. Leah is not an attorney, but she provides a tactical blueprint for securing your company’s future. You will learn how to move past the stress of potential liabilities and start engineering a process that lives in your daily workflow to ensure your company is protected. Leah breaks down “Risk Ready” logic, including the strategic necessity of separating business entities to create a barrier between your different divisions. You will see real-world examples of how to build a resilient, high-standard operation that stands up to scrutiny. Most entrepreneurs start a business to gain more freedom, yet many eventually find themselves working longer hours, carrying greater responsibility, and feeling more dependent on the business than ever before. In this interactive workshop, participants will evaluate their business through the lens of the three freedoms every entrepreneur is seeking: Freedom of Time, Freedom of Money, and Freedom of Choice. Through guided exercises and group discussion, attendees will identify which freedom is holding them back, uncover the business patterns contributing to that constraint, and develop practical next steps to build a business that creates freedom instead of consuming it. This session is educational, highly interactive, and relevant for property management companies of every size. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him. First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers. Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday. Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line. In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do. Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash. This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners. Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire. When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future. So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized. This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future. Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse. Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7. Details Coming Soon. The debate that has divided friends, families, coworkers, and group chats for years. Apple or Android — which one is actually better? We’re settling this one the only way we know how: a good old-fashioned debate. Come hear both sides make their case, defend their favorite device, and maybe rethink your choice along the way. Pick your side. Come ready to defend it! Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in. Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner. Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets. Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure. Building a business is one thing; protecting it is another. For many owners, growth brings unexpected complexity that requires a shift from offensive growth to defensive strategy. Leah Schuch has navigated the high-stakes North Carolina market and experienced firsthand how critical operational safeguards are. Through a finalized HUD complaint and other structural challenges, she learned how to professionalize her defense. Leah is not an attorney, but she provides a tactical blueprint for securing your company’s future. You will learn how to move past the stress of potential liabilities and start engineering a process that lives in your daily workflow to ensure your company is protected. Leah breaks down “Risk Ready” logic, including the strategic necessity of separating business entities to create a barrier between your different divisions. You will see real-world examples of how to build a resilient, high-standard operation that stands up to scrutiny. Most property management companies have an SOP graveyard. It’s a shared drive full of documents nobody opens, written once and never updated. AI is changing that, but not in the way most people expect. The real shift isn’t “use AI to write SOPs faster.” It’s a harder question: which of these tasks needs a human-facing document at all, and which ones should just be handed to AI to execute directly This session gives property managers a practical framework for deciding what still deserves an SOP, how to use AI to draft and maintain the ones that do, and how to get those SOPs actually followed — distributed into the tools teams already use, standardized across locations, and kept current without a quarterly rewrite project. Attendees leave with a simple test they can apply to their own task list the same day, plus a copy-and-use prompt framework for turning tribal knowledge into a clean SOP draft. This presentation will draw on Second Nature’s first-hand experience leveraging Claude to automate and replace SOPs within our own company, as well as insights from a practicing property manager. You can replace SOPs with an AI coworker that answers all the questions, and we’ll show you how to build it in this live session. Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships. This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
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An open block in the agenda for you to grab dinner on your own. Go with friends, check out the hotel or local restaurants, or just take a break before the evening activities pick back up. No set itinerary, you decide how to spend this time. |
Wednesday night is yours to enjoy. This is an open block on the agenda, so it could mean a free evening to explore Vegas on your own, or it could mean an invitation from one of our sponsors to join something special, whether that’s a dinner, a show, a private meetup, or an off-site activity. Keep an eye on the conference app, sponsor-hosted experiences will be added there as they’re confirmed, so you can see what’s available and pick whatever fits your evening best. However you spend it, Wednesday night is your chance to network, unwind, and enjoy Vegas your way. |
For attendees staying on-site, PMSC is hosting an open Happy Hour in the Second Nature Room. It’s a relaxed alternative to the off-site dinners happening around town, a space to enjoy a casual drink and some quiet conversation at your own pace. No RSVP required, just stop by whenever works for you. Location — Second Nature Room |
THURSDAY, JANUARY 14, 2027
THURSDAY — JANUARY 14, 2027 |
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Many property management founders don’t actually own a scalable business—they own a high-stress job that functions more like a personal piggy bank than a true corporate asset. In this forward-looking session, Jock McNeill, Executive Vice President at PURE Property Management, flips the script on traditional acquisitions to show you how to build a company that is incredibly worth selling, but so systematic that you might just prefer to keep it. Drawing from his own journey of scaling a successful independent firm and navigating its acquisition by a national consolidator, Jock breaks down how to transition away from daily owner-dependency. You will learn how different classes of buyers actually evaluate an asset, why everyday workflows matter less to institutional buyers than clean profitability, and how to optimize your hidden revenue streams. Founders will walk away with a practical, 12-month roadmap to maximize their company’s valuation multiple, unlock real equity, and design an operation built for ultimate sellability. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Owners don’t always leave because something went wrong — they leave because they felt invisible. The gap between what owners expect and what they receive isn’t a people problem; it’s a systems problem. In this session, Alexandra Groza of BetterWho maps the communication triggers every PM company should have automated — from vacancy confirmation to turnover updates to lease signing — and walks through how to build them across the most common PM software stacks, including LeadSimple, AppFolio, and Zapier integrations. Attendees leave with a tool-agnostic framework, real automation examples, and a clear starting point they can implement the week they get home — regardless of which platform they’re on. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Technology continues to reshape the way property management companies operate, communicate, and grow. This panel brings together leaders from across the industry to explore what’s changing, what’s working, and what’s next. Led by Jordan Muela, Chairman at LeadSimple, the conversation will feature Paul Henderson and Courtney Parks, along with perspectives from technology companies including DoorLoop, Black Sheep Global, and RentEngine. From the tools companies are adopting to the challenges of integrating technology into everyday operations, this panel will explore how technology is impacting property management today — and where the industry may be headed next. Come hear what’s happening across the technology landscape and what it could mean for your business! Owners no longer start on Google. They ask ChatGPT, Gemini, and Google’s AI Overviews “who is the best property manager near me,” and the AI names a short list. If your company is not on that list, you never enter the conversation, no matter how good your website is. This session breaks down how AI engines actually decide who to recommend, and why most property managers are invisible to them right now. We will cover the signals that matter, the content and reputation factors AI weighs, and the simple checks that reveal where you stand today. This is hands-on. Every attendee will run their own company through the major AI engines in the room, see exactly where they show up or disappear, and leave with a prioritized list of fixes specific to their market. No theory, no jargon. You will see your real visibility, live, and know what to do about it Monday morning. Most property management companies treat employee onboarding like a necessary evil—a few scattered documents, a rushed orientation, and “figure it out from there.” But your first six weeks are the most critical window to shape culture, build confidence, and prevent costly turnover. In this session, you’ll discover how we built a comprehensive onboarding package that systematically connects new hires with knowledge, people, and purpose. From curated how-to libraries and structured in-person training to intentional relationship-building across departments and a communication framework that prevents confusion, this session reveals the exact blueprint that generated enthusiastic response from every newly onboarded employee. You’ll walk away with a 6-week roadmap that turns onboarding from chaotic to strategic. You’ll learn how to bundle training components—digital resources, hands-on instruction, peer connections, and company culture immersion—into a cohesive system that sets your new team members up for success from day one. If you’re tired of losing good people in their first month or dealing with retention problems that could have been prevented, this is your blueprint for building a team that stays and thrives. Poorly managed maintenance is the single biggest reason owners fire their property managers. When communication loops break down, response times lag, and priority levels blur, an entire portfolio can silently bleed out clients without the business owner even realizing there is a problem. In this foundational session, Brian Birdy of Birdy Properties in San Antonio, Texas, unpacks why maintenance is the literal heartbeat of your operation—and how to stop a catastrophic operational cardiac arrest before it tanks your client retention. Drawing on decades of industry leadership, Brian shares his core philosophy that while technology, remote teams, and AI agents constantly evolve, the fundamental pillars of property management never truly change. This masterclass moves past software pitches to focus on the timeless human and systemic variables that dictate success: mastering communication, setting ironclad timing benchmarks, and ruthlessly organizing maintenance priorities. You will walk away with a modernized, ready-to-implement framework to reclaim total control over your maintenance process and permanently plug the leak at the bottom of your client portfolio. HUD’s recent memorandum on assistance animal accommodation requests has sparked new questions across the rental housing industry. While the memo offers updated guidance, it also reinforces the importance of consistent, well-documented processes that align with existing Fair Housing requirements. This session will help property management professionals separate perception from reality and understand what has changed, what hasn’t, and how to confidently navigate assistance animal requests. Presented by industry leader John Bradford, this session explores the operational and compliance implications of HUD’s latest guidance, including best practices for evaluating requests, documenting decisions, and creating consistent workflows that reduce risk while protecting resident rights. Through practical examples and real-world scenarios, attendees will examine common challenges, identify potential compliance pitfalls, and learn strategies for making defensible, well-informed decisions. Participants will leave with a clearer understanding of HUD’s recent memorandum, practical tools for managing assistance animal requests with greater consistency, and actionable strategies to strengthen compliance, reduce operational risk, and support fair, resident-focused housing practices. This session is ideal for property managers, regional leaders, compliance professionals, and executives responsible for balancing regulatory compliance with day-to-day operations. In this session, property management icon Melissa Prandi shares the blueprint for overcoming the ultimate business hurdle: the founder’s trap. After 44 years in the industry, Melissa realized that her “old school” habits were the primary bottleneck slowing down her modern, tech-driven team. She details her transition from a constant “interruptor” to a high-level CEO working just 2 to 5 hours a week, all while retaining 100% ownership of her thriving company. Attendees will learn how to identify the “Christines” and “Matts” in their own organizations, delegate with total confidence, and build the systems necessary for the business to operate better without the owner in the building. It’s time to stop clogging the wheel and start empowering your team to drive the mission forward. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, whether that’s in their own room, at one of the hotel’s restaurants, or somewhere off-site. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
|
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Presented by Second Nature! Wrap up the conference in style! Join us for a relaxed evening with great conversations, good music, and drinks and appetizers on Second Nature, the perfect way to close out an amazing week. We’ll also be announcing the winners of our official conference prizes, so stick around for that. Great vibes, great people, great memories, don’t miss it. Location — 90 NINETY restaurant, located inside the hotel. |
One last round before we call it a week! Stop by the Second Nature Room for a late night happy hour, drinks and one final chance to catch up with everyone before saying goodbye. No agenda, no pressure, just a relaxed way to close out the conference on a high note. Location — Second Nature Room |
THURSDAY — JANUARY 14, 2027 |
|
Many property management founders don’t actually own a scalable business—they own a high-stress job that functions more like a personal piggy bank than a true corporate asset. In this forward-looking session, Jock McNeill, Executive Vice President at PURE Property Management, flips the script on traditional acquisitions to show you how to build a company that is incredibly worth selling, but so systematic that you might just prefer to keep it. Drawing from his own journey of scaling a successful independent firm and navigating its acquisition by a national consolidator, Jock breaks down how to transition away from daily owner-dependency. You will learn how different classes of buyers actually evaluate an asset, why everyday workflows matter less to institutional buyers than clean profitability, and how to optimize your hidden revenue streams. Founders will walk away with a practical, 12-month roadmap to maximize their company’s valuation multiple, unlock real equity, and design an operation built for ultimate sellability. Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all. You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently. Imagine knowing exactly what your owners need before they ever pick up the phone. Sam Eddinger reveals how to build a digital “Second Brain” that interfaces directly with your email and phone clients to transform raw communication into predictive intelligence. By automating the calculation of real-time owner health scores and generating sophisticated, high-context communication, this system allows you to scale elite personal service without the burnout. This session provides the blueprint for moving beyond reactive management and into a world where your technology anticipates friction, secures loyalty, and masters the art of owner development. Owners don’t always leave because something went wrong — they leave because they felt invisible. The gap between what owners expect and what they receive isn’t a people problem; it’s a systems problem. In this session, Alexandra Groza of BetterWho maps the communication triggers every PM company should have automated — from vacancy confirmation to turnover updates to lease signing — and walks through how to build them across the most common PM software stacks, including LeadSimple, AppFolio, and Zapier integrations. Attendees leave with a tool-agnostic framework, real automation examples, and a clear starting point they can implement the week they get home — regardless of which platform they’re on. In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible. In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer. Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow. You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches. Technology continues to reshape the way property management companies operate, communicate, and grow. This panel brings together leaders from across the industry to explore what’s changing, what’s working, and what’s next. Led by Jordan Muela, Chairman at LeadSimple, the conversation will feature Paul Henderson and Courtney Parks, along with perspectives from technology companies including DoorLoop, Black Sheep Global, and RentEngine. From the tools companies are adopting to the challenges of integrating technology into everyday operations, this panel will explore how technology is impacting property management today — and where the industry may be headed next. Come hear what’s happening across the technology landscape and what it could mean for your business! Owners no longer start on Google. They ask ChatGPT, Gemini, and Google’s AI Overviews “who is the best property manager near me,” and the AI names a short list. If your company is not on that list, you never enter the conversation, no matter how good your website is. This session breaks down how AI engines actually decide who to recommend, and why most property managers are invisible to them right now. We will cover the signals that matter, the content and reputation factors AI weighs, and the simple checks that reveal where you stand today. This is hands-on. Every attendee will run their own company through the major AI engines in the room, see exactly where they show up or disappear, and leave with a prioritized list of fixes specific to their market. No theory, no jargon. You will see your real visibility, live, and know what to do about it Monday morning. Most property management companies treat employee onboarding like a necessary evil—a few scattered documents, a rushed orientation, and “figure it out from there.” But your first six weeks are the most critical window to shape culture, build confidence, and prevent costly turnover. In this session, you’ll discover how we built a comprehensive onboarding package that systematically connects new hires with knowledge, people, and purpose. From curated how-to libraries and structured in-person training to intentional relationship-building across departments and a communication framework that prevents confusion, this session reveals the exact blueprint that generated enthusiastic response from every newly onboarded employee. You’ll walk away with a 6-week roadmap that turns onboarding from chaotic to strategic. You’ll learn how to bundle training components—digital resources, hands-on instruction, peer connections, and company culture immersion—into a cohesive system that sets your new team members up for success from day one. If you’re tired of losing good people in their first month or dealing with retention problems that could have been prevented, this is your blueprint for building a team that stays and thrives. Poorly managed maintenance is the single biggest reason owners fire their property managers. When communication loops break down, response times lag, and priority levels blur, an entire portfolio can silently bleed out clients without the business owner even realizing there is a problem. In this foundational session, Brian Birdy of Birdy Properties in San Antonio, Texas, unpacks why maintenance is the literal heartbeat of your operation—and how to stop a catastrophic operational cardiac arrest before it tanks your client retention. Drawing on decades of industry leadership, Brian shares his core philosophy that while technology, remote teams, and AI agents constantly evolve, the fundamental pillars of property management never truly change. This masterclass moves past software pitches to focus on the timeless human and systemic variables that dictate success: mastering communication, setting ironclad timing benchmarks, and ruthlessly organizing maintenance priorities. You will walk away with a modernized, ready-to-implement framework to reclaim total control over your maintenance process and permanently plug the leak at the bottom of your client portfolio. HUD’s recent memorandum on assistance animal accommodation requests has sparked new questions across the rental housing industry. While the memo offers updated guidance, it also reinforces the importance of consistent, well-documented processes that align with existing Fair Housing requirements. This session will help property management professionals separate perception from reality and understand what has changed, what hasn’t, and how to confidently navigate assistance animal requests. Presented by industry leader John Bradford, this session explores the operational and compliance implications of HUD’s latest guidance, including best practices for evaluating requests, documenting decisions, and creating consistent workflows that reduce risk while protecting resident rights. Through practical examples and real-world scenarios, attendees will examine common challenges, identify potential compliance pitfalls, and learn strategies for making defensible, well-informed decisions. Participants will leave with a clearer understanding of HUD’s recent memorandum, practical tools for managing assistance animal requests with greater consistency, and actionable strategies to strengthen compliance, reduce operational risk, and support fair, resident-focused housing practices. This session is ideal for property managers, regional leaders, compliance professionals, and executives responsible for balancing regulatory compliance with day-to-day operations. In this session, property management icon Melissa Prandi shares the blueprint for overcoming the ultimate business hurdle: the founder’s trap. After 44 years in the industry, Melissa realized that her “old school” habits were the primary bottleneck slowing down her modern, tech-driven team. She details her transition from a constant “interruptor” to a high-level CEO working just 2 to 5 hours a week, all while retaining 100% ownership of her thriving company. Attendees will learn how to identify the “Christines” and “Matts” in their own organizations, delegate with total confidence, and build the systems necessary for the business to operate better without the owner in the building. It’s time to stop clogging the wheel and start empowering your team to drive the mission forward. Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck. Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Time to refuel! Attendees will be paired up with one of our sponsors, who’ll reach out in advance to host their lunch, whether that’s in their own room, at one of the hotel’s restaurants, or somewhere off-site. It’s a relaxed way to connect one-on-one, ask questions, and get to know the people behind the brands, all while enjoying some good food. Get ready to hear from your sponsor ahead of time, and enjoy the conversation when the day comes. |
|
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
A quick breather between sessions. Stretch your legs, refill your coffee, or catch up with someone you met earlier, whatever helps you recharge. Short and sweet, just enough time to reset before heading into the next session. |
Presented by Second Nature! Wrap up the conference in style! Join us for a relaxed evening with great conversations, good music, and drinks and appetizers on Second Nature, the perfect way to close out an amazing week. We’ll also be announcing the winners of our official conference prizes, so stick around for that. Great vibes, great people, great memories, don’t miss it. Location — 90 NINETY restaurant, located inside the hotel. |
One last round before we call it a week! Stop by the Second Nature Room for a late night happy hour, drinks and one final chance to catch up with everyone before saying goodbye. No agenda, no pressure, just a relaxed way to close out the conference on a high note. Location — Second Nature Room |
Friday,
JANUARY 15, 2027
FRIDAY — JANUARY 15, 2027 |
While the official PMSC conference program wraps up on Thursday, select sponsors will continue the week with dedicated sessions on Friday. These sessions are hosted directly by participating sponsors and are designed for their invited guests and teams, offering an opportunity to dive deeper into specific topics and continue the conversation in a more focused setting. Each sponsor will share session details and participation information directly with their invited guests ahead of time. |
FRIDAY — JANUARY 15, 2027 |
While the official PMSC conference program wraps up on Thursday, select sponsors will continue the week with dedicated sessions on Friday. These sessions are hosted directly by participating sponsors and are designed for their invited guests and teams, offering an opportunity to dive deeper into specific topics and continue the conversation in a more focused setting. Each sponsor will share session details and participation information directly with their invited guests ahead of time. |
Speaker Topics
COMING SOON
2027 Speaker Topics:
Wolfgang Croskey - The AI Super-Brain: Building a Digital Workforce and OS You Actually Own
Take your favorite platforms to the next level. Wolfgang Croskey reveals the blueprint for the AI Super-Brain—a custom-built intelligence layer that unifies and supercharges your existing software tools into one sovereign powerhouse.
Master Vibe Coding to build specialized agents that act as the “connective tissue” for your tech stack. Wolf shares his “Shadow Mode” training protocol and “Human in the Loop” oversight to ensure your AI workforce remains audit-proof, compliant, and in perfect harmony with your favorite platforms 24/7.
Room: Technology & AI Advanced
Marly Davis - Scale Faster by Taking Out the Trash: The Math Behind Dumping High-Maintenance Owners
Stop letting toxic clients hold your business hostage. In this session, Marly Davis reveals the blueprint for the most profitable move you aren’t making: Taking out the trash.
This is a masterclass in portfolio hygiene. Move past the fear of losing a fee and into the hard data of Addition by Subtraction. Learn how to build a “Red Flag Filter” that identifies bad actors before they sign and how to use your management agreement to self-select only high-value partners.
Marly reveals the literal ROI of firing—showing you how a smaller, cleaner portfolio leads to higher margins, a happier team, and a faster path to scale. It’s time to stop managing drama and start building a high-profit empire.
Room: Client Experience
Sam Eddinger - The Owner Mind-Reader: Building an AI Second Brain that Predicts Every Need
Join Sam Eddinger in the Process Mastermind lounge as he personally guides you through building a robust performance management framework from the ground up.
You will map out the monthly and quarterly feedback loops that drive essential business decisions—from awarding performance bonuses and fast-tracking promotions to identifying exactly when to implement a Performance Improvement Plan (PIP).
Sam is giving away his personal spreadsheets and automated email templates, walking you through how to integrate every piece into a unified system. Leave this session with a ready-to-use, data-driven process that ensures your team remains accountable, motivated, and aligned with your company goals.
Room: Client Experience
Susan Goulding - The Visionary’s Playbook: Cloning Your Team with the AI Avatar System Advantage
In an era where “people don’t want to read anymore,” how do you ensure your message actually lands without spending your entire day in front of a camera? Susan Goulding is revolutionizing property management communication by pulling her team out of the inbox and onto the screen. By utilizing HeyGen AI, Susan has developed the AI Avatar System Advantage—a method for cloning her team’s presence and delivering high-touch communication at a scale that was previously impossible.
In this forward-thinking session, Susan shares her tactical playbook for using digital clones to handle everything from move-out instructions and legislative changes to local community marketing. You’ll discover how to turn simple scripts into professional video updates that build trust and authority with owners and tenants—all without your staff ever having to hit “record.” Learn how to eliminate the communication bottleneck, save hundreds of hours, and lead your market by delivering information in the medium your clients actually prefer.
Room: Technology & AI Beginner
Sarah Hatch & Brenda Smith - The Bottleneck Breakthrough: Finding Clarity and Empowering Your Team in 30 Days
Stop being the bottleneck in your own success. Sarah Hatch and Brenda Smith have proven that the secret to scaling isn’t doing more—it’s stepping out to see what’s actually working. In this dynamic “Visionary and Integrator” session, they share the blueprint for a 30-day operational disconnect that transforms your company from owner-dependent to team-empowered.
Discover how taking a month away acts as a positive stress test, revealing exactly where your processes are stalled and where your staff is ready to lead. You’ll learn how to identify the bottlenecks you didn’t know you were creating and how to build a culture of trust that allows your business to thrive without your constant permission. If you’re ready to invigorate your team and clarify your future, this is your roadmap to building a truly self-sustaining empire.
Room: Work Life Balance
Lacy Hendricks - Claude in the Trenches: The Hands-On AI System Advantage
Most people treat AI like a high-end search engine. High-performers treat it like an operational engine. In this 80-minute “get your hands dirty” masterclass, we are moving past the theory of bots and diving into the grit of Operational Utility. This session is for anyone who wants to stop watching from the sidelines and start engineering a process that lives in your daily workflow.
You will learn the tactical Daily AI System Advantage, showing you exactly how to prime Claude to act as an operational expert for your specific needs. We will reveal how to use AI to shorten the distance between A and B, automating client onboarding with Cloudflare workers, building custom reporting dashboards that clients actually value, and replacing bloated, expensive software with lean, custom-built tools. If you are ready to master the steps that drive 10x productivity through process engineering, it is time to get in the trenches.
Room: Technology & AI Advanced
Maranda Hunnicutt - The Owner Scorecard: Using Revenue Per Unit to Identify and Keep Your Best Clients
Stop guessing about your growth and start leaning into the data. Maranda Hunnicutt reveals the power of The Owner Scorecard—a data-driven system that uses AI and spreadsheets to look past surface-level numbers and find your true bottom line.
In this tactical masterclass, you’ll learn how to cross-reference Revenue Per Unit against operational friction to identify which clients are fueling your empire and which are secretly draining your team’s resources. Maranda shares her exact criteria for making high-level calls: when to raise your fees to match the workload, when to fire a client to protect your profit margins, and when a relationship is worth keeping for its long-term referral value. This is your blueprint for using AI to engineer a high-profit, high-clarity portfolio that works as hard as you do.
Room: Processes & Operations
Matthew Kammeyer - Stop Guessing at Growth: Driving Predictable Growth with Precision Metrics
Most property managers are running their businesses completely blind. They look at a vague door count or a monthly bank balance instead of the granular metrics that actually dictate whether a company is scaling or dying. When you approach the 1,000-door threshold, flying by the seat of your pants is a death sentence for your profitability. Matthew Kammeyer and Randy Hatada have built Five Star Property Management of Las Vegas into a dominant market powerhouse by replacing emotional guesswork with a precision scoreboard. By tracking data down to the exact decimal point, they keep weekly door loss at an incredibly low 0.92 doors (a 5.6% annual churn) while aggressively scaling their market presence and doubling down on their marketing engine.
This is a session on the now. You will learn how to pull back the curtain on your own data, combine leadership strengths, and stop making emotional decisions about your portfolio’s future. You will start engineering a process that lives in your daily workflow to track the vital signs of your business, allowing you to spot operational leaks before they cost you clients. Matthew and Randy break down their exact partnership dynamic, showing you how to cleanly divide executive responsibilities, balancing backend metrics and operational overhead with front-facing marketing and social media, using a bulletproof metric dashboard that keeps the entire machine accountable.
Room: Growth & BDM
Brandy Landon - Solving Problems Once: The L10 and IDS Protocol for Permanent Results
Most property managers are stuck in a “Groundhog Day” loop of solving the same three issues every single week. Brandy Landon has built Milestone Premier Properties into a Texas powerhouse by refusing to settle for temporary fixes. By stripping EOS down to its most lethal tools—the L10 meeting and the IDS process—she ensures that when a problem hits her desk, it dies there. You do not need a full corporate overhaul to get results. You just need to learn how to solve problems once and for all.
You will learn the tactical steps to install a high-octane meeting pulse and an issue-resolution engine that actually works. You will start engineering a process that lives in your daily workflow so your team stops talking in circles and starts executing. Whether you are an EOS veteran or just tired of recurring chaos, you will see real-world examples of how to identify, discuss, and solve bottlenecks permanently.
Room: Processes & Operations
Mike Mefferd - The Owner Retention Map: Navigating the Unit Turn Without Losing Clients
The unit turn is the most critical window for owner churn—the moment when the fear of vacancy costs can easily outweigh the perceived value of management. This comprehensive series reveals The Owner Retention Map, a systematic approach to navigating the high-risk gap between a tenant moving out and a new one moving in.
Attendees will walk through the entire process from the moment a notice to vacate is received to the successful pre-leasing of the property. The session covers the exact scripts, data portrayals, and objection handlers used to tell a “sophisticated story” that keeps owners calm and invested. By integrating estimators, crews, and funding into a seamless, rapid-fire workflow, you will learn how to stop the churn and turn every vacancy into a demonstration of why you are an indispensable partner.
Room: Process
Kevin Patterson - Unlocking the Maintenance Bottleneck: Commanding High-Volume Work Orders Through Strategic Oversight from 2,000 Miles Away
What happens when a “hands-on” maintenance expert moves 2,000 miles away? For Kevin Patterson, leaving California for Tennessee was the ultimate operational stress test. By removing himself as the resident “fixer,” he performed a forced exit that exposed the bottlenecks keeping him chained to the daily grind—transforming his maintenance department into a high-efficiency engine.
In this tactical interview, Kevin reveals how he maintains Strategic Command over an operation that handles 40 maintenance calls a day and $40,000 in monthly repairs. He breaks down his Hybrid Framework: a combination of remote VA coordination and “boots on the ground” leadership that ensures no work order falls through the cracks. Discover how to use distance as a tool to kill the maintenance bottleneck, empower your team, and lead a high-volume machine that thrives without your constant presence.
Room: Maintenance
Thomas Perfect - Beyond the BDM: A Systematic Approach to Lead Generation
In this session, Tommy Perfect details the transformation from a single-person BDM role into a fully functioning, scalable marketing department. You will learn how to identify and master the essential distribution channels—including SEO, GEO (Generative Engine Optimization), and local authority—to create a consistent, multi-channel lead stream. Tommy provides a tactical, step-by-step roadmap that outlines exactly what to prioritize from Day 1 through Year 1, ensuring your growth is built on a repeatable system rather than individual effort. By the end of this presentation, you will have the blueprint to stop chasing leads and start managing an automated marketing engine that establishes your business as the ultimate local expert.
Room: Growth & BDM
Melissa Prandi - Clearing the Clog: Empowering Your Team by Getting Out of the Way
In this session, property management icon Melissa Prandi shares the blueprint for overcoming the ultimate business hurdle: the founder’s trap. After 44 years in the industry, Melissa realized that her “old school” habits were the primary bottleneck slowing down her modern, tech-driven team. She details her transition from a constant “interruptor” to a high-level CEO working just 2 to 5 hours a week, all while retaining 100% ownership of her thriving company.
Attendees will learn how to identify the “Christines” and “Matts” in their own organizations, delegate with total confidence, and build the systems necessary for the business to operate better without the owner in the building. It’s time to stop clogging the wheel and start empowering your team to drive the mission forward.
Room: Work Life Balance
Brad Randall - Shut Up and Say It: How Radical Candor Wins Doors, Trust, and Premium Owners
If an owner asked why you charge what you charge, or why you won’t let them do their own repairs, would your answer build trust, or change the subject? Most PMs change the subject. Brad Randall did the opposite. He published the awkward answers on purpose: website, agreements, lease language, out loud. The stuff competitors hide became the reason premium owners chose him.
First half: the case study. Brad rebuilt his business in 30 to 60 days and tracked the doors, traffic, and trust it won. Real before, real after, real numbers.
Second half: you work. You’ll map your own avoided conversations, draft your first candor piece, and leave with a 30-day plan you can start Monday.
Room: Client Experience
Tiffany Rosenbaum - Stop Leaving Money on the Table: Building the Sellable Asset You May Never Want to Leave
Are you building an average business or a high-value asset? Many owners think they have a $3\times$ or $5\times$ multiplier waiting for them, but the reality is some companies are being bought for as little as $0.2\times$ revenue. If you are just average, you are leaving your life’s work on the table. Tiffany Rosenbaum buys companies with her own capital and knows exactly what separates a bottom-tier payout from a top-tier exit.
You will learn to analyze your business like a professional buyer to understand if you are commanding a $5\times$ multiple or getting no valuation at all. You will start engineering a process that lives in your daily workflow to move your company out of the average tier. Whether you want to acquire a competitor, secure a loan, or prepare for an eventual exit, you will see real-world examples of how to build a business that is actually worth what you worked for.
Room: Acquisitions & Lending
Leah Schuch - The School of Hard Knocks: Risk Ready Lessons
Building a business is one thing; protecting it is another. For many owners, growth brings unexpected complexity that requires a shift from offensive growth to defensive strategy. Leah Schuch has navigated the high-stakes North Carolina market and experienced firsthand how critical operational safeguards are. Through a finalized HUD complaint and other structural challenges, she learned how to professionalize her defense. Leah is not an attorney, but she provides a tactical blueprint for securing your company’s future.
You will learn how to move past the stress of potential liabilities and start engineering a process that lives in your daily workflow to ensure your company is protected. Leah breaks down “Risk Ready” logic, including the strategic necessity of separating business entities to create a barrier between your different divisions. You will see real-world examples of how to build a resilient, high-standard operation that stands up to scrutiny.
Room: Law & Disorder
Adam Willis - The Visionary’s Playbook: Using the VTO Framework for Scalable Execution
Stop hoping your team “gets it” and start giving them a framework to succeed. Most entrepreneurs have a brilliant vision for their company but lack the underlying system to support it. Adam Willis is pulling back the curtain on the VTO Framework—the internal system that has powered Nestwell’s growth behind the scenes for years.
In this high-impact session, Adam shares a masterclass in “Blocking and Tackling”—the art of mastering the essential fundamentals that keep a business moving forward. You’ll receive a scripted, “done-for-you” workflow designed to quantify your vision and establish a meeting cadence that keeps everyone—from the executive suite to the morning huddle—in perfect sync. This is the practical framework for turning visionary ideas into a consistent, self-scaling machine. If you’re ready to stop putting out fires and start leading with precision, this is the playbook you’ve been waiting for.
Room: Processes & Operations
Robert Iraheta - Vibe Coding: The Custom Tech Stack Power Move
Ever watch Wolfgang Croskey build insane AI automation and think, “I want that, but I have no idea where to start”? This is your entry point. Welcome to Vibe Coding—the ultimate shortcut to building your own custom apps and dashboards just by talking to your computer.
In this high-energy session, we’re ditching the complex code for a “Speak to Build” framework that gives you developer superpowers. You’ll learn how to unify your scattered tools into one “God-Mode” dashboard and construct an interactive “Google” for your company’s internal knowledge. This isn’t just a talk; it’s the cheat code to stop being a passive user of technology and start being the architect of your own custom tech stack. If you can describe it, you can build it.
Room: Technology & AI Beginner
Nicole Kelly - People, Not Paychecks: Systematizing Joey Coleman’s Touchpoints for a Relationship-First Sales Process
Most property management companies suffer from the “sign and dump” syndrome—where a client is won and then immediately feels forgotten. This session breaks down a sales and onboarding engine built specifically around the Joey Coleman philosophy of “Never Lose a Customer Again.” You will explore a proactive 90-day onboarding system that moves beyond the contract to ensure every new owner feels like a priority, not just a paycheck.
Using LeadSimple as the engine (though applicable to any process software), this presentation details how to systematize human-centric touchpoints that answer owner questions before they are asked, proactively introduce the team, and eliminate the “buyer’s remorse” that often leads to early churn. Attendees will walk away with a blueprint for a high-touch, automated communication sequence that builds maximum trust and sets the foundation for a lifelong client partnership.
Room: Growth & BDM
Shawn Johnson - Other People's Money: Doubling Your Cash Flow Without Adding Doors
Most property managers are caught in a dangerous trap: they think the only way to make more money is to grind out another 100 client doors for small monthly fees. Shawn Johnson proved that chasing door volume is the slow way to wealth. Growing up in a single-wide trailer, he didn’t have cash to throw around for 20% down payments, so he mastered the leverage of Other People’s Money (OPM). Instead of expanding his management overhead, he used creative financing to build his own personal portfolio of 400 doors. By keeping his management footprint exactly the same and owning the assets himself, he unlocked a blueprint to double your cash flow without the headache of managing new clients.
This is a session on the now. You will learn the exact negotiation frameworks and creative financing structures required to build your own high-yield personal portfolio from scratch. You will start engineering a process that lives in your daily workflow to source deeply discounted deals from divorces, evictions, and tired landlords right under your nose. Shawn pulls back the curtain on how to use owner financing, roll properties into commercial bundles, and extract massive cash flow from the ecosystem you already control.
Room: Acquisitions & Lending
Julie Mullinax & Chris Mullinax - Scaling with Your Spouse: How to Divide Executive Lanes and Guard Growth Time
When married co-owners run a property management company, the challenge isn’t just surviving the day-to-day—it’s keeping two completely different business worlds aligned. Julie Mullinax commands the day-to-day operations, keeping the internal machine running smoothly, while Chris Mullinax focuses entirely on the long-term vision, growth, and expansion. Running a company this way means managing a natural divide: one partner is deep in the daily execution, and the other is mapping out the future.
So, how do they make it work without dropping doors or creating conflict? They do it through a rigorous, non-negotiable communication architecture. Chris and Julie have engineered a meeting rhythm that bridges the gap between day-to-day operations and high-level vision, keeping their partnership, their leadership team, and their marriage completely synchronized.
This is a session on the now. You will learn how to transition from informal, ad-hoc updates to a highly structured operational rhythm. Chris and Julie pull back the curtain on the exact meeting system they use to stay aligned. They break down how they manage their distinct roles, run their leadership team, and use a 10-page “Agenda Book” during disconnected annual off-sites to fiercely protect their strategic focus and secure their company’s future.
Room: Work Life Balance
Josh Wright - Stopping Owner Turnover: How to Build a Maintenance Department That Reduces Churn
Decreasing churn is the single most important priority for any property management company. Yet, slow and unresponsive maintenance remains the number one reason owners fire their managers. Most companies try to cut corners by under-staffing maintenance—expecting a single coordinator to handle 250 or more properties entirely on their own. It is an impossible task. The moment one person gets buried under that volume of tasks, a backlog builds, response times crater, and owner turnover skyrockets.
Joshua Wright and the team at Nestwell Property Management in Salt Lake City threw out the old playbook. Managing 1,200 doors and taking in 50 work orders every single day, Josh’s team maintains an incredible average resolution speed of just 4.7 days. They do it by investing in a larger, highly efficient coordination staff built to stay ahead of the daily task wave. Best of all, Josh has engineered a process that runs itself. By setting up the team infrastructure correctly, the department operates at peak efficiency with fewer headaches, keeping Josh mostly out of the weeds and freeing him up to focus on building backend infrastructure.
Room: Maintenance
Sarah Laidler - The Profit of Consistency: Turning Daily Micro-Tasks into Macro-Profits
Every business owner goes to conferences looking for the “magic bullet”—the massive software overhaul, the disruptive marketing strategy, or the groundbreaking tool that will instantly scale their business. But after 15 years of building a highly successful, stable, and profitable property management company, Sarah Laidler has discovered a different truth: true profitability doesn’t come from giant leaps. It comes from compound interest.
In this session, Sarah pulls back the curtain on the philosophy of “operational deposits.” She will share how treating small, daily micro-tasks—like non-negotiable team one-on-ones, continuous process tweaks, and disciplined calendar management—as daily investments creates an unstoppable operational foundation. Pulling from both business metrics and personal habits, Sarah will challenge the way you view consistency and show you how to transition your team from chasing shiny objects to mastering the daily routines that drive massive long-term wealth.
Room: Processes & Operations
Derek Seal - High-Touch, High-Tech: Replacing Traditional Software with Smart AI Workflows
Derek Seal, the Visionary at Maxfield Property Management in Utah, is a firm believer that cutting-edge technology is vital to saving time and scaling an operation. However, he has proved that true efficiency doesn’t come from juggling dozens of different platforms. By deploying advanced AI, Derek optimized his entire tech ecosystem—slashing his software budget and replacing a tangled web of separate legacy applications with centralized, smart AI workflows. This high-tech shift takes mundane tasks completely off his team’s plate, freeing them up to focus on what truly grows a business: high-touch, face-to-face client relationships.
This is a session on the now. You will learn how to transition from a fragmented, tech-heavy operation to a streamlined, relationship-driven machine. Derek pulls back the curtain on how to engineer a systemized process that lives in your daily workflow using his revolutionary “Notebook Method”—a simple daily habit where he leverages AI to systematically strip administrative tasks off his schedule. He will walk you through his step-by-step blueprint for using powerful AI to automate maintenance troubleshooting and process vendor bills with zero human touches, leaving your team completely free to interact with clients, build trust, and multiply your doors.
Room: Technology & AI Advanced
Paul Henderson - "Explain It Like I'm 7": How I Built an AI CFO with an Attitude to Protect My Bottom Line
For many solo business owners, being the ultimate decision-maker can be incredibly isolating—especially if you aren’t naturally a “numbers guy.” Paul Henderson solved this universal pain point by creating “Alvin,” a custom AI CFO directly integrated into his QuickBooks data. Designed to act as a real-time strategic sounding board, Alvin delivers daily financial updates, flags budget anomalies, and cross-examines operational expenses with zero fluff. But Alvin isn’t a typical, dry software program; engineered with a distinct personality and a mandate to “explain things like I’m seven,” this virtual advisor keeps Paul grounded by delivering blunt, unfiltered feedback whenever a proposed business move doesn’t make financial sense.
In this eye-opening session, Paul pulls back the curtain on how to transition from staring at confusing spreadsheets to having high-impact, conversational breakthroughs with your own data. He will walk you through the real-world blueprints of how Alvin analyzed the tax and ROI implications of replacing a totaled company vehicle—forcing a smart, under-$10,000 purchase over an expensive lease—and how the AI helped overhaul a broken hiring pipeline by suggesting an automated, remote-leasing strategy instead. Attendees will walk away with a practical roadmap for building their own virtual boardroom, learning how to train a custom AI advisor, refine its logic through simple monthly habits, and turn raw financial data into a proactive shield that aggressively protects the bottom line.
Room: Technology & AI Advanced
Doug Moe - Bootstrapping to 600 Doors: The 18-Month Playbook for Rapid Organic Scale
In this high-impact session, Doug Moe reveals the exact blueprint he used to scale Touchstone Property Management from zero to over 600 doors in just 18 months—all without spending a single dollar on traditional advertising. Navigating a fiercely competitive market, Doug proved that rapid growth doesn’t require a large marketing budget. Instead, he unlocked consistent scale by turning local realtor and loan officer relationships, alongside current client referrals, into a powerful, 100% organic growth engine. Attendees will learn how to duplicate this relationship-first approach to attract owners and build a resilient lead pipeline from scratch.
Going beyond just lead generation, Doug will pull back the curtain on the operational realities of surviving such a rapid growth spurt. He will share how he successfully brought on 210 owners in 18 months and deployed a “waitlist strategy” to protect the customer experience during peak onboarding. Whether you are a solo operator looking to break into your market or a BDM ready to supercharge your organic growth, this session will provide you with the tactical, real-world strategies needed to leverage word-of-mouth and client advocacy to build a large portfolio on a bootstrapped budget.
Room: Growth & BDM
Courtney Parks & Sal Burgos - Gmail on Steroids: Crushing Email Chaos with the Tools You Already Own
As a property management company scales, individual email inboxes quickly turn into operational black holes. Urgent messages get trapped in sick or vacationing employees’ accounts, clients get confused by shifting staff roles, and business owners find themselves buried in day-to-day email drama just to maintain visibility. Courtney and Sal from Alexandria, Virginia, faced this exact bottleneck as their team rapidly grew from two to seven employees. Instead of adding another expensive platform to their SaaS budget, they re-engineered their existing Google Workspace, using Google Groups to build decentralized, departmental shared inboxes for owners, residents, leasing, and maintenance.
In this tactical session, Courtney and Sal pull back the curtain on this zero-dollar communication system from both the business owner’s and the systems integrator’s perspectives. You will learn how they mapped out a departmental workflow that tracks every single conversation, provides the business owner with a single daily summary digest, and ensures zero dropped balls even when team members are out of the office. Courtney and Sal will walk you through their exact blueprint for creating bulletproof SOPs, securing team buy-in, and standardizing company-wide communications—proving you don’t need a heavy tech stack to run a high-touch, hyper-organized operation.
Room: Process
Betty Gonzalez - Navigating the HUD Minefield: Protecting Your Portfolio from Audit Chaos and Voucher Pitfalls
Managing low-income, affordable, and project-based Section 8 portfolios can feel like walking through a high-stakes legal minefield. A single administrative error in a tenant selection plan or an overlooked detail in voucher processing can trigger devastating audit penalties and compliance chaos. For over 20 years, Betty Gonzalez, Regional Manager at Neighborhood Property Management in Fresno, CA, has excelled in this exact regulatory environment. Managing 900 doors with a lean team of just 11 people, Betty has eliminated compliance panic by rejecting the standard property manager model and instead training high-level “Senior Managers” who handle complex HUD compliance and certifications entirely in-house.
In this high-value session inside the Law and Disorder room, Betty pulls back the curtain on how to defend distressed assets and insulate your business from costly operational mistakes. She will walk you through her real-world blueprint for executing airtight tenant selection plans, surviving rigorous housing authority reviews, and managing complex vouchers with absolute certainty. Business owners and operational leaders will walk away with a practical roadmap for building an internal compliance engine—learning how to leverage lean operational systems, establish specialized training pipelines, and turn high-risk affordable housing portfolios into stable, low-overhead, and fully compliant operations.
Room: Law and Disorder
Robert Dell'Osso - Measured Evolution: How to Scale to 500+ Doors Without Breaking Your Client Experience
In a property management landscape dominated by massive AI hype and pressure to automate overnight, growing operators often fall into the trap of FOMO-driven tech adoption. This fast-paced presentation pulls back the curtain on the dangers of rushing major software overhauls, especially during peak leasing seasons when overworked staff are most vulnerable. Drawing from his journey of scaling to over 500 long-term residential doors, Robert Dell’Osso shares a pragmatic, IT-project-manager approach to sustainable growth. Attendees will learn why complex operational changes must be treated as strategic “winter projects” to shield both staff stability and the external client experience from unnecessary chaos.
Shifting the focus from overnight transformations to incremental progress, this session treats a business lifecycle like a grueling 162-game baseball season where success is won through a series of small, consistent victories. Robert outlines actionable frameworks for securing crucial team buy-in on new tools, evaluating plug-and-play tech vendors rather than building from scratch, and protecting sensitive client data in a secure cloud infrastructure. By mastering the art of rolling out just a few high-yield process updates each year, operators will leave with a clear, stress-tested blueprint to steadily modernize their systems without compromising the personalized service that keeps property owners loyal.
Room: Client Experience
Chris Karsaz - The Landlord Defense Playbook: Mastering Premises Liability and Proactive Incident Reporting
When a tenant issue arises—whether it is a property nuisance, a quiet enjoyment dispute, or an on-site accident—most property management companies reactively run toward two costly options: corporate insurance or aggressive courtroom litigation. However, the most resilient operations protect their assets long before a judge ever gets involved.
In this highly tactical session inside the Law and Disorder room, Chris Karsaz, Principal of Karsaz Law and attorney practicing across both California and Nevada and serving as General Counsel for the Nevada State Apartment Association, pulls back the curtain on how to transform your daily operations into a protective legal shield. Drawing on over 20 years of experience managing claims and protecting major asset portfolios in both states, Chris explains how to build a preventative, internal risk-management engine that stops legal threats in their tracks.
Room: Law and Disorder
Jeremy Kloter - The PM Investor Blueprint: Mastering the Buy Box, Raising Capital, and Building a Portfolio
Property managers hold the ultimate unfair advantage in real estate—unparalleled market data, total operational control, and an active network of established investors. Yet, many remain stuck collecting flat management fees instead of building long-term equity for themselves.
In this highly tactical session, Jeremy Kloter of Out Fast Property Management in Tampa, FL, pulls back the curtain on how to transition from a property manager to a high-yield asset owner by leveraging the unique resources you already possess. Jeremy will share down-to-earth, actionable strategies for defining a hyper-specific “investor buy box” to outmaneuver sight-unseen competitors, utilizing your existing client relationships to legally raise capital, and structuring deals that scale.
Whether you are looking to acquire your first personal rental or launch a multi-million dollar fund, you will walk away with a practical, step-by-step roadmap to transform your insider operational expertise into building a powerful portfolio.
Room: Acquisitions & Lending
Judge David F. Brown - Separating Fact from Fiction: What the Courts Actually Expect from Property Managers
In this engaging, anecdote-driven session, Las Vegas Judge David Brown strips away industry hearsay to reveal the most common blunders property managers make when they step into a courtroom—and exactly how to avoid them. Moving past dangerous misconceptions about landlord-tenant disputes, Judge Brown will share real stories from the bench highlighting the critical procedural pitfalls, sloppy documentation errors, and lack of preparation that routinely cost managers their cases.
Attendees will learn precisely how a judge evaluates a dispute, what constitutes bulletproof evidence in the eyes of the law, and how to arrive organized and ready to present a compliant case. This insider’s look from the bench will give you the exact blueprint needed to confidently navigate the legal system, hold tenants accountable, and protect your business from costly, avoidable courtroom setbacks.
Room: Law & Disorder
Brian Birdy - Before the Cardiac Arrest: Reclaiming Control of Your Maintenance Process
Poorly managed maintenance is the single biggest reason owners fire their property managers. When communication loops break down, response times lag, and priority levels blur, an entire portfolio can silently bleed out clients without the business owner even realizing there is a problem. In this foundational session, Brian Birdy of Birdy Properties in San Antonio, Texas, unpacks why maintenance is the literal heartbeat of your operation—and how to stop a catastrophic operational cardiac arrest before it tanks your client retention.
Drawing on decades of industry leadership, Brian shares his core philosophy that while technology, remote teams, and AI agents constantly evolve, the fundamental pillars of property management never truly change. This masterclass moves past software pitches to focus on the timeless human and systemic variables that dictate success: mastering communication, setting ironclad timing benchmarks, and ruthlessly organizing maintenance priorities. You will walk away with a modernized, ready-to-implement framework to reclaim total control over your maintenance process and permanently plug the leak at the bottom of your client portfolio.
Room: Maintenance









