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Artwork Details

2012

Leasing Institute

Dallas Oct 3, 2012 Belo Mansion
Conference Concluded
Austin Oct 24, 2012 Four Seasons Hotel
Conference Concluded
Buy
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Overview

Join experts in real estate law, finance and leasing for this focused one-day program that covers the latest leasing issues at a sophisticated level.

The 2012 Leasing Institute opens with The Leasing Market in 2012-2013: Where We Are and Where We Are Going and closes with David Weatherbie's definitive Case Law Update. Other topics include:

  • Drafting leases for office/warehouses and distribution centers, retail, mixed use, and on-campus medical offices

  • Best practices in negotiating leases and other transactions

  • Build-outs and upgrades; options and preferential rights

  • Affirmations of leases after foreclosure

  • Using the Other Party's Liability Insurance

  • Property insurance, maintenance, repair and restoration clauses

  • Pro bono opportunities, and much more
The Leasing Institute is offered immediately before the William W. Gibson, Jr. Mortgage Lending Institute—stay on for the ultimate three-day real estate, finance and leasing offering.

  • Buy

Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Morning, Oct. 3, 2012
    Presiding Officer:
    Robert Harms Bliss, Attorney at Law - Dallas, TX
  • 8:00 am
    Dallas Only
    Registration Opens
    Includes continental breakfast.

  • 8:20 am
    Dallas Only
    Welcoming Remarks

  • 8:30 am
    0.75 hr
    The Leasing Market in 2012-2013: Where We Are and Where We Are Going
    An analysis of the occupancy and rental levels and trends in specific office building and industrial markets, together with insights from local real estate brokers into market opportunities and obstacles.

    In Dallas:
    Panelists:
    Brooke Armstrong, Jones Lang LaSalle Americas, Inc. - Dallas, TX
    Panelists:
    Russell D. Cosby, Jones Lang LaSalle Americas, Inc. - Dallas, TX
    In Austin:
    Panelists:
    Ronnie Deyo, Jones Lang LaSalle Americas, Inc. - Houston, TX
    Panelists:
    Jeff Pace, Jones Lang LaSalle Americas, Inc. - Austin, TX
    Panelists:
    Elysia Holt Ragusa, Jones Lang LaSalle Americas, Inc. - Austin, TX

  • 9:15 am
    0.33 hr
    You Can't Just Store It, Build It and Ship It: Peculiar Issues with Industrial and Warehouse Leases
    Learn about some peculiar, nitty gritty issues in industrial and warehouse leases. The discussion explores situations that commonly occur with industrial leasing and provides practical drafting ideas.

    In Dallas:
    Travis James Siebeneicher, Fulbright & Jaworski L.L.P. - Austin, TX
    In Austin:
    Amy Maislin Mitchell, Fulbright & Jaworski L.L.P. - Austin, TX

  • 9:35 am
    0.50 hr
    Gotchas: Traps in Retail Leasing for the Unwary or Uninitiated
    A look at common clauses in retail leases that can come back to bite a landlord or tenant.

    K. Gregory Erwin, Winstead PC - Houston, TX

  • 10:05 am
    0.50 hr
    On-Campus Medical Office Ground Leases
    A discussion of the special issues encountered when leasing premises located on a hospital campus for development of a medical office building.

    Philip D. Weller, DLA Piper US LLP - Dallas, TX

  • 10:35 am
    Dallas Only
    Break

  • 10:50 am
    0.67 hr
    Avoiding Mix-Ups in Mixed Use Leases
    The trend toward new urbanism in city planning has led to a boom in mixed use developments. Careful considerations must be given to leases in mixed use developments to ensure that the costs associated with the development are fairly allocated and that the constituents of the development are able to co-exist in a harmonious manner. This session provides insight into the unique issues surrounding mixed use leases.

    In Dallas:
    Jeanne Marie Caruselle Katz, Winstead PC - Dallas, TX
    In Austin:
    T. Andrew Dow, Winstead PC - Dallas, TX

  • 11:30 am
    0.67 hr
    Office Building Space Build-Outs and Upgrades: Construction and Work Letters
    The why, what, who, how and when of constructing tenant improvements.

    In Dallas:
    Kris Hopson, CBRE, Inc. - Dallas, TX
    Kurt Nondorf, Jackson Walker L.L.P. - Houston, TX
    In Austin:
    Jim Swanson, SDI Architects, LLC - Jersey Village, TX
    Kurt Nondorf, Jackson Walker L.L.P. - Houston, TX

  • 12:10 pm
    Dallas Only
    Break for Buffet Lunch
    Included in conference registration fee.

  • Wednesday Afternoon, Oct. 3, 2012
    Presiding Officer:
    Aaron Johnston Jr., Attorney at Law - Dallas, TX

  • Dallas Only
    Luncheon Presentation

  • 12:30 pm
    0.75 hr ethics
    The Theory and Practice of Negotiating Leases and Other Transactions
    A presentation of negotiation concepts and strategies focused on leasing transactions with an emphasis on getting beyond mere haggling over terms to a focus on integrative outcomes to benefit all parties.

    Douglas R. Dierking, University of Texas McCombs School of Business - Austin, TX

  • 1:15 pm
    Dallas Only
    Break

  • 1:30 pm
    0.67 hr
    Office Lease Negotiations in a Tight Market: Challenges Faced by Landlords and Tenants
    Occupancy rates are high and rental rates are on the rise for Class A product. Quality office space is in short supply in many submarkets. Explore some of the issues faced by landlords and tenants in structuring new leases and exercising renewal options. Topics include preferred timing for negotiating a new lease and renewal option; juggling expiration dates for soon-to-be former tenants with the desired commencement dates for new tenants (double-rent situations, holdover, risk of completion of construction); pending changes in ownership of buildings; form of document in renewal (e.g. amendment to existing lease vs. new lease document); relocation rights; encumbrances; and balancing various tenants' needs and rights.

    In Dallas:
    Candace S. Baggett, The Calibre Group, Inc. - Houston, TX
    Michelle Wogan, Transwestern - Houston, TX
    In Austin:
    Ronnie T. Martin, Colvill Office Properties - Houston, TX
    Candace S. Baggett, The Calibre Group, Inc. - Houston, TX

  • 2:10 pm
    0.33 hr
    Affirmation of Leases after Foreclosure
    Foreclosure of a senior encumbrance on real property (such as a first lien deed of trust) extinguishes a junior encumbrance (such as a lease entered into after the date of the senior encumbrance). However, the post-foreclosure conduct of the buyer at the foreclosure sale and the tenant may create, by implication, a new lease between the buyer and the tenant based upon the terms of the extinguished lease. Just as beauty is in the eye of the beholder, conduct creating lease affirmation has many facets.

    Robert Harms Bliss, Attorney at Law - Dallas, TX

  • 2:30 pm
    0.50 hr
    Things You Wish You Had Done before Foreclosure after Foreclosure: Subordination and Non-Disturbance Agreements
    A brief look at the role of SNDAs in determining the priority of lenders' and tenants' interests as well as common drafting and negotiation considerations.

    Justin V. Switzer, Moody Law Group, PLLC - Houston, TX

  • 3:00 pm
    0.50 hr
    Options and Preferential Rights: Expansion, Relocation, First Refusal and First Offer
    How to grant reasonable preferential rights to appropriate tenants while avoiding the far too common and potentially costly battle of conflicting obligations.

    Kent Newsome, Greenberg Traurig, LLP - Houston, TX

  • 3:30 pm
    Dallas Only
    Break

  • 3:45 pm
    0.50 hr
    Drafting Functional Maintenance, Repair, Casualty and Insurance Provisions for Different Types of Commercial Leases
    This presentation examines the legal rules governing a commercial landlord's and tenant's respective rights and obligations—when the lease is silent—to make and pay for routine repairs and maintenance and to insure against, pay for and rebuild after catastrophic damage. It considers the differing practical concerns of retail, office and industrial landlords and tenants within single tenant, multi-tenant and multi-use developments. And it offers a tool kit of drafting suggestions and sample forms to fix some of the defects in the repair, casualty and insurance provisions in different types of commercial leases.

    Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX

  • 4:15 pm
    0.50 hr
    Using the Other Party's Liability Insurance: Additional Insured Endorsements, Contractual Liability Provisions and Insurance Certificates
    An analysis of lease drafting techniques available to landlords and tenants for utilizing the other party's liability insurance coverage to cover indemnity provisions and for evidencing that insurance coverage exists.

    Aaron Johnston Jr., Attorney at Law - Dallas, TX

  • 4:45 pm
    0.33 hr
    0.25 hr ethics
    Pro Bono Opportunities
    Discussion of the ongoing need for attorneys to lend a helping hand to those who cannot afford legal services through pro bono participation. Find out how you can volunteer and gain experience while strengthening community and helping others.

    In Dallas:
    Frances Leos Martinez, Texas C-Bar - Austin, TX
    In Austin:
    Dorothy Ann (D'Ann) Johnson, Texas C-Bar - Austin, TX

  • 5:05 pm
    0.50 hr
    Leasing Case Law Update
    A review of recent cases related to landlord and tenant issues.

    David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX

  • 5:35 pm
    Dallas Only
    Adjourn

Download Schedule

Conference Faculty

Brooke Armstrong

Jones Lang LaSalle Americas, Inc.
Dallas, TX

Candace S. Baggett

The Calibre Group, Inc.
Houston, TX

Robert Harms Bliss

Attorney at Law
Dallas, TX

Russell D. Cosby

Jones Lang LaSalle Americas, Inc.
Dallas, TX

Ronnie Deyo

Jones Lang LaSalle Americas, Inc.
Houston, TX

Douglas R. Dierking

University of Texas McCombs School of Business
Austin, TX

T. Andrew Dow

Winstead PC
Dallas, TX

K. Gregory Erwin

Winstead PC
Houston, TX

Kris Hopson

CBRE, Inc.
Dallas, TX

Dorothy Ann (D'Ann) Johnson

Texas C-Bar
Austin, TX

Aaron Johnston Jr.

Attorney at Law
Dallas, TX

Jeanne Marie Caruselle Katz

Winstead PC
Dallas, TX

Ronnie T. Martin

Colvill Office Properties
Houston, TX

Frances Leos Martinez

Texas C-Bar
Austin, TX

Amy Maislin Mitchell

Fulbright & Jaworski L.L.P.
Austin, TX

Kent Newsome

Greenberg Traurig, LLP
Houston, TX

Kurt Nondorf

Jackson Walker L.L.P.
Houston, TX

Jeff Pace

Jones Lang LaSalle Americas, Inc.
Austin, TX

Elysia Holt Ragusa

Jones Lang LaSalle Americas, Inc.
Austin, TX

Travis James Siebeneicher

Fulbright & Jaworski L.L.P.
Austin, TX

Jim Swanson

SDI Architects, LLC
Jersey Village, TX

Justin V. Switzer

Moody Law Group, PLLC
Houston, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Philip D. Weller

DLA Piper US LLP
Dallas, TX

Thomas M. Whelan

McGuire, Craddock & Strother, P.C.
Dallas, TX

Michelle Wogan

Transwestern
Houston, TX

Planning Committee

Robert Harms Bliss—Co-Chair

Attorney at Law
Dallas, TX

Aaron Johnston Jr.—Co-Chair

Attorney at Law
Dallas, TX

Candace S. Baggett

The Calibre Group, Inc.
Houston, TX

J. Cary Barton

Barton, East & Caldwell, P.L.L.C.
San Antonio, TX

T. Andrew Dow

Winstead PC
Dallas, TX

K. Gregory Erwin

Winstead PC
Houston, TX

Robert D. McTaggart

Robert D. McTaggart, P.C.
Dallas, TX

Janna R. Melton

Attorney at Law
Austin, TX

Richard L. Spencer

Johnson Deluca Kurisky & Gould, P.C.
Houston, TX

Harriet Anne Tabb

McGuire, Craddock & Strother P.C.
Dallas, TX

Michelle M. Turner

The University of Texas School of Law
Austin, TX

Ed Walts

The University of Texas System
Austin, TX

David A. Weatherbie

Cramer Weatherbie Richardson Walker LLP
Dallas, TX

Philip D. Weller

DLA Piper US LLP
Dallas, TX

Thomas M. Whelan

McGuire, Craddock & Strother, P.C.
Dallas, TX

Credit Info

  • Dallas
  • Austin
MCLE Credit
Toggle view Texas – 8.00 hrs  |  1.00 hrs Ethics
Legal Specialization(s): Consumer and Commercial Law, Real Estate Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 8.00 hrs  |  1.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Other Credit
Toggle view TX Accounting CPE – 9.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.
Toggle view TX Appraiser (ACE) – 8.00 hrs
UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/
Toggle view TX Insurance – 0.00 hr
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
Toggle view TX Real Estate Commission (TREC) – 8.00 hrs
To request continuing education elective credit for real estate related courses approved by the State Bar of Texas for minimum continuing legal education participatory credit, a license holder is required to file an Individual Credit Request for State Bar Course.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-1%2004.10.23.pdf
Use this link to obtain the TREC MCE form for self-reporting your TREC credit. To obtain your Certificate of Attendance you will need to claim credit in your UTCLE account and once claimed you will be able to download a Certificate of Attendance to include with your credit request form.
MCLE Credit
Toggle view Texas – 8.00 hrs  |  1.00 hrs Ethics
Legal Specialization(s): Consumer and Commercial Law, Real Estate Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 8.00 hrs  |  1.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Other Credit
Toggle view TX Accounting CPE – 9.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.
Toggle view TX Appraiser (ACE) – 8.00 hrs
UT Law CLE will report your ACE credits to TALCB within 10 days of the conference, using the activity code listed. For more information, visit: https://www.talcb.texas.gov/
Toggle view TX Insurance – 0.00 hr
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
Toggle view TX Real Estate Commission (TREC) – 8.00 hrs
To request continuing education elective credit for real estate related courses approved by the State Bar of Texas for minimum continuing legal education participatory credit, a license holder is required to file an Individual Credit Request for State Bar Course.

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-1%2004.10.23.pdf
Use this link to obtain the TREC MCE form for self-reporting your TREC credit. To obtain your Certificate of Attendance you will need to claim credit in your UTCLE account and once claimed you will be able to download a Certificate of Attendance to include with your credit request form.

Key Dates

Dallas – Oct 3, 2012 – Belo Mansion
Conference Concluded
Austin – Oct 24, 2012 – Four Seasons Hotel
Conference Concluded
Buy
  • Dallas
  • Austin
Standard Registration
Last day for $260.00 Regular pricing: Sep 28, 2012

$310.00 for registrations received after this time

Last day for cancellation (full refund): Sep 28, 2012

$50 processing fee applied after this date

Last day for cancellation: Oct 1, 2012
Standard Registration
Last day for $260.00 Regular pricing: Oct 17, 2012

$310.00 for registrations received after this time

Last day for cancellation (full refund): Oct 19, 2012

$50 processing fee applied after this date

Last day for cancellation: Oct 22, 2012

Venue

speaker

Belo Mansion

2101 Ross Avenue
Dallas, TX
214.220.0239
Map

Parking Information

$4 per day for Dallas Bar Members; $10 per day for Non-Dallas Bar members (subject to availability)

speaker

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

$245.00 good through Sep 23, 2012

Parking Information

Valet parking for $16 during the day of the event and $32.50 for overnight use. Limited self-parking is available for $12 during the day of the event.

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