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Southern States Conference – Hosted by Atlanta Chapter and Florida State Chapter of NARPM

August 27-29,2024 | Sandestin, FL

Meet Our 2024 Speakers


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Phil Mazur
Don’t Bet The Farm - Principles for Business & Life from a CFO: Tuesday, August 27th @ 9:00am

Phil Mazur is the founder and CEO of The CFO Mission, aka Property Manager CFO. After spending the first part of his career working in various accounting and finance positions for a Fortune 500 company, he landed in the property management industry in 2015.
 
As the Director of Finance for Evernest, he created the accounting systems and managed the financial operation that laid the foundation for them to grow from 800 doors to over 13,000!

In 2018, he founded his business where he serves as a CFO to property management companies - ensuring they have sound accounting practices, business plans, and clear understanding of their business through the numbers. Their services also include fully outsourced corporate accounting and property management accounting. He is a business coach with certifications in EOS, System & Soul, and Warrior.

Learn more at propertymanagercfo.com


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Todd Ortscheid
Tech Stack 2.0: Tuesday, August 27th @ 10:45am

Todd Ortscheid is CEO of Revolution Rental Management, a property management company in Atlanta, GA that has been in business since 2008. In addition to running his property management company, Todd also does some consulting work on the side to assist other property managers with increasing the revenue of their companies and automating their processes. Prior to entering the world of property management, Todd was an airline pilot for fourteen years, leaving Southwest Airlines to focus on growing his property management business. ​​During his airline career, Todd also served as Executive Vice President of the world's largest pilots union, the Air Line Pilots Association, Int'l (ALPA).

Todd lives in Senoia, GA with his wife Abi, his son Aiden, and their dog Pip.


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Joseph Pavone
Strategic Financial Management: Expert Advice: Tuesday, August 27th @ 10:45am

I moved to Charlotte, NC from Rochester, NY where I was born and raised. Holding on to the roots of where I grew up is important to me. My family lived in the world of small business and through my parents I experienced the highs and lows of the entrepreneurial world. After leaving PwC and Wells Fargo I found my way back to my roots within the families digital marketing company in Rochester, NY as the Director of Finance and recently launched a Virtual Accounting Firm RVirtualCFO.

Technology is transforming businesses and putting data and numbers out in front of leaders faster and in a more usable format than ever before. Today's businesses are going to need to adopt these top technologies to compete in today's digital landscape. I look forward to the challenges that are in front of SMB's and helping them stay at the forefront of the changing technological landscape.


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Marco Montes
Strategic Financial Management: Expert Advice: Tuesday, August 27th @ 10:45am

Marco Montes, CPA, CFP, is a seasoned accounting expert with a specialized focus on the property management industry. With over 25 years of accounting experience, Marco has played a key role in shaping the industry's financial practices by helping to develop the NARPM Accounting Standards. He owns and operates a successful property management company, a property maintenance business, and an accounting firm that caters to property management companies nationwide. Known for his deep understanding of "trust accounting," Marco offers invaluable insights and practical solutions to the complex accounting challenges faced by property management professionals.


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Ray Hespen
Freshly Picked Tips for Running an Efficient and Profitable Maintenance Department: Tuesday, August 27th @ 12:15pm

Ray Hespen is the CEO and co-founder of Property Meld, a maintenance automation software company. Ray and his co-founder, David Kingman, started Property Meld in 2014 to bring intelligent maintenance to the property management world. His background is rooted in the manufacturing business. As a degreed engineer, his previous roles have involved reducing operating expenses while improving quality and consistency. He has combined this operational knowledge with technology to start one of the fastest-growing real estate technology companies in the United States.


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Robert Locke
Post Move Out Collections: Tuesday, August 27th @ 1:30pm

Robert Locke RMP, MPM has been training in the property management world for over 25 years. He built his management business in Atlanta to 1,150 doors over 35 years and sold out to a Fortune 500 company. He has taught RMP and MPM classes for NARPM for 15 years and has been a mainstay for NARPM national conferences for several decades. Robert is a PIT for GAR and teaches many CE classes on property management topics. He is passionate about this business and has lots to offer veteran managers as well as new folks.


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Monica Gilroy Esq.
Post Move Out Collections: Tuesday, August 27th @ 1:30pm

Monica Gilroy is the founding member and managing partner of the Gilroy Law Firm in Atlanta Georgia. For over 31 years, Monica’s national law practice has centered on real estate litigation and assisting Property Management Companies, Brokers and Owners with all aspects of their business. She is the General Counsel of the Atlanta NARPM Chapter, providing legal services to its members. As a subject matter expert, Monica works closely with property managers, lenders and real estate companies in handling their litigation issues, including Fair Housing issues, and working to create protocols to prevent the same. Monica has been named a Top 50 Woman Attorney in the state of Georgia. Monica is a national speaker and educator on property management, real estate and related litigation topics. She can be reached at mkg@gilroyfirm.com.


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Lindsey Gilmer
Secrets to Stellar Reviews: Our Proven Strategy: Tuesday, August 27th @ 1:30pm

Lindsey Gilmer is a third-generation real estate broker and owner of River Mountain Properties, a Blacksburg, VA-based property management company specializing in student housing. Leveraging her 20 years of industry experience, Lindsey has built a team of experts adept at navigating the complexities of student rentals. Their dedication is reflected in over 700 positive Google reviews and a system that fosters continual company growth. This success allows Lindsey to pursue her passion for travel, collecting a new passport stamp and new experiences each year.


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Justin Anderson
The Real Estate Crystal Ball: Tuesday, August 27th @ 3:00pm

Justin is a licensed Real Estate Broker in GA, FL and SC with over 25 years experience in the Real Estate Industry. He has bought, held, sold and managed over 2,000 units throughout his career. He holds a Masters degree in Finance from Harvard University. He is the founder and CEO of RentSmart, a company that focuses on powering YOUR property management business from behind the scenes!


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Jeremy Pound
Only Work With Clients You Love: The Three Levers To Make This a Reality: Wednesday, August 28th @ 9:00am

Jeremy Pound has built sales playbooks for some of the fastest-growing property management companies in North America. His deep background in sales process engineering has allowed him to design the kind of sales process that will transform a small service provider or stagnant operation into a thriving company that has the freedom to choose its clients and command premium pricing.

As the CEO of RentScale, a consulting firm that helps residential property managers double their door count, he has gained an uncommon insight into the art of selling to accidental landlords, seasoned investors, and aspiring owners by working with over 500 property management firms in the last 5 years.

Jeremy is also the publisher of Strategic PM—the magazine for property management entrepreneurs and executives.


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Jen Merritt
Only Work With Clients You Love: The Three Levers To Make This a Reality: Wednesday, August 28th @ 9:00am

Jennifer Merritt is the COO and Director of Coaching of RentScale, where she has worked with hundreds of property management entrepreneurs and coached over 100 business development managers to produce industry-leading door growth for the last two years.

She has 16+ years in sales experience and 9+ years in real estate experience and is a real estate investor herself. She shares her powerful, but easy-to-understand, frameworks and uncommon insights with an approachable style for all levels of experience.


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Chris Loebsack
Property Management Law: Expert Advice: Wednesday, August 28th @ 11:15am

Chris is the founder and Managing Principal of the eviction-services law firm, Loebsack & Brownlee, PLLC. Chris is a 1996 graduate of Duke University School of Law and a 1993 graduate of Clemson University. Chris lives in Charlotte, NC and his Firm provides services throughout the Carolinas and Georgia.

Chris’ legal practice focuses primarily on representing national Multifamily & Single Family Operator property management firms, but he is also a Certified Mediator. Chris has been named to the NC SuperLawyers list each year from 2016 to present.

Finally, Chris volunteers much of his spare time in service of several Apartment Industry entities. He is a past member of the Apartment Association of North Carolina Board; he is a 2024 member of the Wilmington Apartment Association Board; he was a member of the Greater Charlotte Apartment Association Board from 2017-2020; and since 2015 has been a member of the Clemson University Humanities Advancement Board, of which he is currently the Chair.


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Brad Johnson
Transforming Your Property Management Company by Developing Scalable People and Building Scalable Processes: Wednesday, August 28th @ 11:15am

Brad Johnson is a visionary leader, entrepreneur, and property management executive with a proven track record of success. With operator experience ranging from HOA and commercial to SFR and multi-family, he has both wide and deep knowledge of the PM industry. Brad started his PM journey first in HOA management and then in commercial management. He then became the general manager of Sweyer Property Management in 2021, quickly earning the CEO position through his keen strategic and people insights. His relentless focus on healthy company culture and continuous improvement led to nearly doubling profits of the 35-year-old business within three years, culminating in a successful sale of the business in 2023.

In 2024, Brad joined ProfitCoach as Chief Executive Officer. As an operator-turned-vendor, Brad brings his depth of industry knowledge and his wealth of successful leadership experience to a new platform where he can help PM entrepreneurs become and achieve more than they thought possible by helping them build highly profitable, self-managing companies. His background as an operator drives his passion for bringing ProfitCoach’s data-driven clarity to countless PM entrepreneurs, operators, and key leaders.

Brad is married to the love of his life, Kayla, and is the proud father of two. His faith and his family are the guiding force behind his decision making, and he is actively involved in his local church. He calls the sunny beach town of Wilmington, NC home. When he isn’t helping people become and achieve more with his work at ProfitCoach, he loves to spend time running competitively, relaxing with friends at the beach, and finding new ways to challenge and grow himself personally.


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Jay Berbue
Using AI (Artificial Intelligence) Beneficially in Property Management: Wednesday, August 28th @ 12:30pm

Jay Berube, the Co-Founder and CRO of BetterWho, is a seasoned coach and consultant with over two decades of experience in real estate and property management, having sold 1400 homes and managed over 3000 properties. His expertise extends to cutting-edge technologies like ChatGPT and AI, making him a leader in leveraging technology for business success. Known for his ability to enhance team performance, generate leads, and develop strategic plans, Jay empowers clients to overcome challenges, avoid costly mistakes, and reach their ultimate goals.


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Andrea Proeber
Finding the Perfect Portfolio POD: Wednesday, August 28th @ 1:45pm

Andrea Proeber is the Broker and CEO of Great Expectations Realty & Property Management. She is a Real Estate Investor with Davan Real Estate, LLC, a State Licensed Instructor, Faculty Member for the Florida Realtors, and the Florida Realtors Official Spokesperson. She is also a successful YouTuber and TikTok Content Creator. Andrea is a professional speaker, weekly radio show host on WITG 104.7 FM, and weekly podcast host of “What’s Up Ocala”. She is the author of the book “How to FSBO like a Pro!” and a founding member of the NARPM Citrus/Alachua/Levy/Marion counties network group and Impact Ocala Rotary.


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Spencer Sutton
Closing More Doors: Advanced Sales Strategies for Property Managers: Wednesday, August 28th @ 1:45pm

Spencer wakes up with sales, marketing, and lead generation on his mind. Early in his real estate career, he bought and sold over 150 houses in Birmingham. This experience has helped him create Evernest marketing and sales campaigns from a landlord’s perspective. He enjoys creating content that helps new and veteran investors navigate the complexities of the real estate market, helping them avoid some of the pitfalls he encountered. Spencer is passionate about leadership development and co-hosts The Evernest Property Management Show with Matthew Whitaker. Spencer has been to some of the most remote parts of the world with a non-profit he founded, Neverthirst (India, Sudan, South Sudan, Nepal, Central African Republic, etc.). But he mostly loves to hang out with his wife, kids, and the world’s best black lab, Jett.


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Eric Beckman
How to Take a Vacation: 5 Secrets Every Property Manager Needs to Know to Take a Day Off: Thursday, August 29th @ 9:00am

Eric has always been interested in small businesses and how they shape and change our world. His career in real estate started when he listened to his first BiggerPockets podcast in 2019. He co-founded a Real Estate investment business and launched into the world of Property Management. His passion is helping small businesses punch above their weight class by using proven strategies in sales, growth, workflow & process management. He now works at LeadSimple to coach, develop, and train PM's on how to use the leading sales & process management tool in the Property Management Industry.


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Michelle Ortega
Coaching Culture: Empowering Every Level: Thursday, August 29th @ 9:00am

Michelle is a seasoned professional in the property management industry with nearly six years of experience. Starting her career, she quickly discovered her passion for elevating businesses. Michelle is known for her consulting, conference management, recruitment, and marketing expertise. Currently pursuing a master’s degree in Business Management and Coaching, she ensures she stays at the forefront of industry trends and best practices. Currently, she is the Coaching & Consulting manager at BetterWho, where she helps businesses improve their operations, productivity, and overall team performance.


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Daniel Muldoon
Stop Nickel and Diming Your Customers and Clients: Thursday, August 29th @ 11:45am

Daniel Muldoon is a “lifer” in property management and has been licensed since 2004. Daniel is the Vice President of Muldoon Associates, Inc. a second generation family owned real estate company. After a short stint in sales Daniel realized his real passion was managing rental properties. With thousands of unit years of management experience he has dealt with many different situations and has a unique method of dealing with the challenges of property management.

Daniel has served as the Chair for the Pikes Peak Association of REALTORS Young Professionals Network. Secretary and Education Chair for NARPM Colorado Springs, graduate of the Colorado Association of REALTORS Leadership Academy, Graduate of the Pikes Peak Association of REALTORS Leadership Academy, 2020 Colorado Association of REALTORS Property Management Forum Moderator, Instructor for Pikes Peak Association of REALTORS, 2023 Chair of the Colorado Landlord Legislative Coalition, founder of Council of Elite Property Managers, 2023 Board Member for Southern Colorado Residential Rental Association.


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Ben Serven
Process Best Practice: Expert Advice: Thursday, August 29th @ 11:45am

Benjamin Serven owns and operates BlackSheepGlobal, a consulting firm specializing in process implementation, automation builds, and education around leveraging technology for property managers and their teams. He has been in this space for the last 5 years, and has worked with around 175 property management companies to take them from chaotic systems to an organized operation that scales and grows.


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Kristen Lopez
Process Best Practice: Expert Advice: Thursday, August 29th @ 11:45am

Kristen, co-founder of PM PathBuilders, is dedicated to making a meaningful impact in property management. With extensive experience in residential sales, commercial leasing, property wholesaling, and as a Business Development Manager and coach, she creates and implements innovative processes that drive growth and scalability. Kristen thrives on turning headaches into solutions – and she always has a backup plan (and a backup for the backup)!


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Rave Saine
Process Best Practice: Expert Advice: Thursday, August 29th @ 11:45am

Rave Saine is a Customer Implementation Pilot at LeadSimple, a CRM, shared inbox, and workflow management solution for property managers and real estate professionals. With three years of experience in the technology consulting sector, she specializes in Business Process Reengineering and Software Implementation. Rave is dedicated to fostering meaningful connections and helping others leverage technology to reach their goals!


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Jenni Utz
Unlocking Your Competitive Advantage: Thursday, August 29th @ 10:15am

Jenni Utz is a seasoned real estate professional with 20 years of experience, renowned for her expertise in property management, remodeling, and investment strategies. Jenni has been recognized by the National Association of Realtors' 30 Under 30 and the Baltimore Business Journal's 40 Under 40 and Top Agent Magazine's Property Manager of the Year- for her exceptional leadership and industry contributions.


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Harry Heist
Property Management Law: Expert Advice: Thursday, August 29th @ 10:15am

Attorney Harry Heist, founding partner of Heist, Weisse & Wolk PLLC has been the Florida property manager’s go to attorney since 1989.

He works for thousands of single-family and large multi-family owners and managers.

Harry is a huge NARPM supporter and a member since the early ‘90s.

He helped form and grow most of the Florida NARPM chapters and is an active member and supporter of every Florida NARPM chapter and is also a NARPM National affiliate.

The firm has a staff of 24 with 4 lawyers serving all of Florida.

His website EVICT.COM is the largest source of Florida-specific legal information for the residential property manager.

He has written and co-written most of the pro-landlord changes to the Landlord/Tenant Act over the past 34 years and has successfully fought anti-landlord bills while also serving as the Florida Apartment Association General Counsel for over 20 years. Strongly committed to education, he has trained thousands of property managers.

Harry is committed to keeping Florida a landlord friendly state. He can be reached at harry@evict.com