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Speakers and Panels

Jatin Desai

Jatin Desai

Chief Financial Officer

Peachtree Group

Adam Altsuler

Adam Altsuler

Chief Financial Officer

Transwestern Companies

Dee Estep
Moderator

Dee Estep

Principal

CLA

Molly Phelan

Molly Phelan

Partner

Siegel Jennings

Jatin Desai

Chief Financial Officer

Peachtree Group

Jatin’s primary responsibilities include sourcing, negotiating and financing hotel acquisition and development projects.

Previously, he was with Wachovia Securities, where he focused on asset underwriting and private equity transactions ranging from $100 million to more than $5 billion. He also formed Stonehill Property Group, a family-funded investment venture targeting select- and full-service hotel investments throughout the southeast.

Jatin received his Bachelor’s Degree in Business Administration from The University of North Carolina at Chapel Hill. He also attended The University of New South Wales in Sydney, Australia, and The London School of Economics and Political Science. He currently is an Advisory Board member for the Wood Center for Real Estate Studies at the Kenan-Flagler Business School at UNC Chapel Hill. Jatin also sits on the board for the UNC Center for Public Services at The University of North Carolina at Chapel Hill, and the Atlanta Hospitality Alliance.

Dee Estep

Moderator

CLA

Dee is a Principal with CLA’s Real Estate Group, is the Real Estate Leader for Texas, and the Dallas Office Tax Leader. Dee has more than 18 years of experience providing tax and consulting services to privately held businesses and their owners. Dee focuses primarily on serving real estate developers and operators, private equity funds, construction contractors and their families.

Dee graduated from Baylor University in 2003 and started her career in public accounting at a small local CPA firm, CPWR, LLP, which had a client focus in construction. For the next 13 years she gained a wide range of valuable experience in assurance, tax, general ledger management and consulting. Dee now focuses her practice as a tax specialist.

In 2016, CPWR, LLP joined CLA and Dee and her team became a part of the CLA family. Dee has worked with many of her clients for her entire 18 year career.

Molly Phelan

Partner

Siegel Jennings

Molly is a partner in the Chicago Office of Siegel Jennings, a national property tax law firm. As a litigator and trusted advisor, she collaborates with Owners, Asset Managers, Acquisition teams and Tax Departments to identify, create and execute property tax reduction strategies. She becomes a member of her clients’ management team. Her goal is to maximize and protect the full potential of real estate assets, minimize related tax liabilities, and resolve disputes with tax authorities and government entities.

Molly’s client experience ranges from family owned 1031 portfolios to national commercial investment funds, including special use properties such as hospital campuses to multi-million-dollar manufacturing facilities.

Her comprehensive understanding of the commercial real estate market was developed in part through her time as a real estate broker in the Chicago area prior to starting her legal career. Molly regularly represents clients in hearings before review boards, local assessors’ offices, the

Illinois Property Tax Appeal Board, and the circuit courts.

Why You Can't Miss This Event

What We'll Cover:

  • Talent & Organizational Strategy

    • How finance and operations teams are adapting structures and talent development strategies for hybrid work and emerging skill sets.

  • Resource Allocation & Financial Operations

    • How leaders are rebalancing budgets, managing risk, and optimizing CapEx vs. OpEx amid tighter margins and capital constraints.

  • Technology Tools & Strategies

    • Where companies are seeing the highest ROI from tech investments—and how data, analytics, and integration challenges are shaping decision-making.

  • Accounting & Compliance Priorities

    • How organizations are navigating new demands in ESG reporting, cybersecurity, and automation while aligning sustainability with financial planning.

  • Strategic Best Practices in Risk & Resilience

    • The leadership choices, frameworks, and technologies that are driving operational stability and long-term performance in uncertain times.

How You'll Do More Business From Attending This Summit:

Emboldened and embattled by a complex economic environment, Bisnow welcomes the industry’s leading CFOs for a conversation on the key internal and external challenges facing c-suite decision makers into 2025. From internal investment to outside operations, we’ll dive deep into the role of corporate finance leaders in shaping real estate strategy, and learn best practices for executing in the year ahead.

Fellow Webinar Attendees Include: Owners, developers, investors, brokers, business consultants, architects, engineers, designers, lawyers, accountants, bankers and city and government officials.

Why You Should Attend This Session: 

Bisnow’s digital events convene the biggest power players in the industry to help you grow your business across a complex market. With engaging discussions, exclusive insights and the largest and most equipped audience in the field, Bisnow’s unique perspective on the challenges and opportunities of the market makes attendance a value add for any CRE professional. 

For questions, recommendations, comments or press inquiries please email our event producer Will Follett at will.follett@bisnow.com. To request disability-related accommodations, please contact catherine.rowntree@bisnow.com no later than seven business days prior to the event.

Agenda

Time Activity
4:00 PM
5:00 PM
Panel Discussion

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