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Construction & Real Estate Conference - NEW! - Portland

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Sheraton Portland Airport Hotel

8235 NE Airport Way
Portland, OR 97220

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8.0 Credits

Member Price $315.00

Non-Member Price $395.00

Overview

Construction and real estate are deeply connected — and now CPAs and accounting professionals will gather in one place. The new Construction & Real Estate Conference combines the most relevant updates, strategies, and industry insights into one comprehensive program. 

We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.

A special thank you to the members of the Construction & Real Estate Project Committee for developing the 2026 conference.

Highlights

The conference includes four timely general sessions covering an economic update, federal tax developments, appraisal insights, and an insurance panel. Then choose the breakout track most relevant to your role and industry focus:

Construction Track

  • The Tiny Details of Construction Tax
  • Cash Management Strategies

Real Estate Track

  • Nonconforming Reverse Exchanges
  • CFO Panel: Real-World Industry Insights

Designed For

CPAs and accounting professionals in public practice serving construction and real estate clients, as well as CFOs, controllers, finance leaders, and accounting team members working within construction and real estate organizations.

Objectives

Gain practical insights, explore emerging trends, and strengthen your expertise across both industries — helping you provide greater value to clients navigating growth, risk, regulation, and opportunity in an evolving marketplace.

May 13, 2026

General Session

- National and Regional Economic Update

Steve Scranton, Chief Investment Officer & Economist, Washington Trust Bank

Steve Scranton

Steve is the Chief Economist for Washington Trust Bank and holds a Chartered Financial Analyst designation with over 40 years of investment and economic experience. 

In Steve's role as the Chief Economist for Washington Trust Bank he participates in public speaking engagements, as well as authoring multiple communications, to keep clients and the public informed on economic conditions. Throughout Idaho, Oregon and Washington, Steve is a well-known speaker on economic conditions.

(2/18/26)

This session will review the current state of the US and Oregon economies with a construction focus, outlook for 2026 including threats and opportunities. The session will also include a discussion on interest rates with an outlook for 2026.

This session is available to registrants only.

General Session

- Appraisal Insights

David Balfour, President, Portland Valuation Group

David Balfour

David Balfour is a member of the Appraisal Institute, Certified General Appraiser and owner of Portland Valuation Group. Since entering the industry in 2012, he has gained experience in a variety of assignments.

(2/26/26)


 

This session is available to registrants only.

Breakout Session

- A1: Construction Breakout - Construction Tax: Long-Term Contracts, Revenue Recognition, and Oregon State Complexities

Ray Widmer III, Partner, Baker Tilly

Ray Widmer III

RL has worked in public accounting since 2008. His focus is business and individual taxation, and he has extensive experience providing comprehensive tax services and general business consulting to construction, real estate, and manufacturing companies. 

RL is a member of the firm's construction and real estate tax committee, which is responsible for leading the firm on tax issues relevant to those industries. He also has experience advising business on Qualified Opportunity Zone compliance and tax benefits.  

RL served on the OSCPA board of directors from April 1, 2023 - March 31, 2026

(2/18/26)

Colin Quill, State and Local Tax Manager, Baker Tilly

Colin Quill

Colin Quill has practiced public accounting since 2013. After graduating from Willamette University College of Law, he earned an LL.M. in Taxation from the University of Washington. Colin has experience in a wide range of state and local issues, including income/franchise taxes, gross receipts taxes, indirect taxes, property tax and unclaimed property. He also regularly consults on federal and state tax incentives across a number of different industries. He assists multistate businesses with nexus and taxability analyses, apportionment reviews, tax planning and structuring, voluntary disclosure agreements, letter rulings, refund claims, and appeals.

(4/28/21)

This session provides a deep dive into advanced federal construction tax topics including percentage-of-completion, tax methods, and treatment of indirect job costs. We’ll also discuss Oregon-specific issues such as Corporate Activity Tax considerations and local Portland taxes.

This session is available to registrants only.

- A2: Real Estate Breakout - Nonconforming Reverse Exchanges

Kim Lochridge, Chief Revenue Officer, Engineered Tax Services LLC

Kim Lochridge

Kim Lochridge is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. From Scottsdale Arizona, Kim possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, and energy efficiency incentives. This knowledge and experience has uniquely positioned her as a big-league tax expert for Fortune 500, high net worth individuals, ultra-high net worth individuals, single and multiple family offices, architects, engineers, and CPAs nationwide.

Ms. Lochridge is personally a real estate investor since the late 90's. This activity has earned her a seat on the tax committee for the Washington D.C. based Real Estate Roundtable group where she collaborates with top lawmakers and  holds a variety of other board positions.

Prior to joining ETS, Ms. Lochridge has spent over a quarter of a century in entrepreneurship which had important roles within the real estate and energy industry. Kim is also a frequent multi-national speaker in the tax, investment, private wealth, and family office spaces where she altruistically shares her expertise with others.

(2/26/26)

 

This session is available to registrants only.

Breakout Session

- B1: Construction Breakout - Cash Management Strategies

 

This session is available to registrants only.

- B2: Real Estate Breakout - CFO Panel: Real-World Industry Insights

Michael Lortz, Chief Financial Officer, Downtown Development Group LLC

Michael Lortz

Michael Lortz is the Chief Financial Officer for Downtown Development Group LLC (“DDG”), which owns and manages a commercial real estate portfolio that includes office, retail, industrial, and multi-family properties including significant holdings in downtown Portland. Prior to joining DDG in 2019, Michael spent 17 years at Geffen Mesher where he was a shareholder and chair of the firm’s real estate industry group. Michael was born in Portland, is a graduate of the University of Idaho, has been married for 20 years, and has 5 children.

(1/6/22)

 

This session is available to registrants only.

General Session

- Federal Tax Update

Trent Baeckl, Shareholder, Perkins & Co

Trent Baeckl

Trent Baeckl is a shareholder at Perkins & Co. Since joining the firm in 2007, he has primarily specialized within the firm’s real estate practice group. Trent’s professional background in public accounting includes experience in tax for a variety of clients and entities focusing on pass-through taxation compliance and planning for pass-through entities and corporations. He serves a wide range of real estate clients including investment funds, real estate developers, construction companies, architects and single family home builders. In addition to his work in the real estate industry, Trent serves professional and creative service firms, manufacturing and distribution companies, and retail businesses. He also works with the owners of these closely held businesses to ensure that planning is comprehensive in nature. Trent holds a Bachelor of Science of General Studies from the University of Michigan and a Master of Accounting degree from Washington State University. He is a member of the American Institute of CPAs and Oregon Society of CPAs, where he has served on the real estate education committee, and currently he serves on the board of St. Andrews Legal Clinic and Portland Alternative Investment Association.

(11/19/20)

This session is available to registrants only.

General Session

- Insurance Panel

This session is available to registrants only.

Non-Member Price $395.00

Member Price $315.00