Photo Courtesy of SmithGroupJJR; © Liam Frederick Photography SPACE STRATEGIES

2017 New Models and Metrics • Workplace Experience • Utilization Strategic Plans • Financial Impacts

PLUS! ATTEND THIS SPECIAL PRE-CONFERENCE COURSE NOVEMBER 12TH! ! • The Fundamentals of Space Planning and Space Management

November 13-14, 2017 The Vinoy Renaissance Resort St. Petersburg, FL he new space planning and management proposition is this: Higher space utilization, reduced footprint, lower occupancy T cost, increased human and organizational performance, improved workplace experience, higher recruiting power, and healthier work environments.

This is your planning team’s opportunity to learn the new space utilization metrics, analytical techniques, space planning and concepts, space allocation solutions, technology systems, and cost models to advance your WHO SHOULD ATTEND? institution’s goals for: This conference is the annual industry meeting for: • More accurate utilization studies, metrics, and analytical techniques • Facility Planners and Designers • Higher quality and accessibility of space and occupancy data • Space Planners • Employee engagement and workplace experience • Resource and Space Analysis Management • Financial Planners • Balanced environments for privacy, interaction, and collaboration • Real Estate Portfolio/Campus Management • New workspace designs: Open, activity-based, and unassigned workspace • Architects, Engineers, and Interior Designers • Managing change to new work styles and new workspace • Consultants • Lower occupancy costs • Operations Management • Facility Managers • Engaging Internet of Things (IoT) technology, systems, and software • Software Providers • Workspace health and wellness • Furniture Vendors • Improved space utilization, functionality, and flexibility to benchmark best-in-class plans and programs, build on successes and lessons • Improved processes and reporting for long-term asset planning learned from others, and shape actionable • Reduced need for physical expansion new plans for their institutions.

We very much look forward to seeing you in St. Petersburg in November. “You guys have set the bar very high. The quality of your speakers and the organization of your conferences are far superior to most other Steven L. Westfall, Ph.D. Derek Westfall conferences I have attended.” Founder and CEO President Bob Cowan Tradeline, Inc. Tradeline, Inc. Director of Facilities Fred Hutchinson Cancer Research Center SPECIAL PRE-CONFERENCE COURSE

Sunday, November 12 FUNDAMENTALS OF SPACE PLANNING AND SPACE MANAGEMENT 7:30 a.m. Registration/Continental Breakfast ● 8:00 a.m. – 4:30 p.m. (a total of 6 hours of instruction)

LEADERS: WHAT PAST ATTENDEES HAVE SAID... Little Diversified Architectural Consulting • Thank you! This was well worth it. An excellent course. Phil Tackett, MCR, CFM, LEED AP – Senior Associate • Awesome class! Thank you! • Loved this! Got lots of great info from presenters AND the attendees. Great Wake County knowledge in the room! Kelli Braunbach, MPA – Deputy GSA Director • Thanks so much for an extremely informative workshop. Well done! Wake Forest University School of Medicine • Great dynamic conversation. Jason D. Kaplan, MUP – Director of Academic Resources • All my questions were answered! Woo hoo! • Excellent job – I will be using these materials when drafting our strategic WHAT YOU WILL LEARN: plan! This course provides an introductory-level primer on planning and management • Space management and strategy are fairly new to me so I found all the of physical space. The course includes basic space planning and management sessions highly interesting and engaging. vocabulary and concepts, and details the fundamental policies, processes, • Overall A+ practices, analytical tools, and database management concepts involved • The discussion in the room from people sharing their experiences are in developing and implementing a space management plan for corporate, enriching and very well driven by the instructors. Thank you! university, and government organizations. • Well laid out course. Good flow to material. A day very well spent. • Overall very good! Generated great conversation. WHO SHOULD ATTEND: • Very helpful! This course is open to all facility planners and designers, operations management, • Great presentations and interaction with the group. space planners, facility managers, resource and space analysis management, • Really enjoyed!! Good class, I will recommend. financial planners, real estate portfolio/campus management, architects and engineers, consultants, and software, space and furniture providers. • Enjoyed the variety of topics and pace. Great discussion. • Great! Loved the open and dynamic conversation. COST FOR THIS COURSE: • Love to see others have the same problems – makes us feel validated. Really liked the best practices discussion. $1,140 Fundamentals Course only • Overall this has been excellent. Interesting to hear from others on their $1,000 with registration to two-day conference November 13-14 space management issues too. (Fees include course materials, continental breakfast, refreshment breaks, and lunch.) • Incredibly well-prepared course! Space is limited and enrollment is subject to approval. • Helpful program. Lots of ideas to take back for discussion. Thanks! • This was my first Tradeline event. Thoroughly enjoyed this workshop; very informative and educational. • Great information!

Six (6) AIA Continuing Education Hours (CEHs) are available for this course. AIA HSW 3 CONFERENCE SPEAKERS

Katherine Ahrens, LEED AP Ying Hua, PhD Mark Rhoades, AIA Senior Associate Co-Director, International Workplace Studies Chief Design Officer, Principal Ballinger Program The S/L/A/M Collaborative Robyn Albano Tomas Rossant, AIA Interior Services Coordinator/Space Planner Gillian Hallock Johnson, LEED AP, Partner Johnson County Community College Associate IIDA Ennead Architects LLP Project Manager Emily Blaze, AIA, LEED AP BurkettEUA Mayu Roy Space Planning and Digital Project Manager Senior Managing Director Carnegie Mellon University Jason D. Kaplan, MUP Newmark Grubb Knight Frank Director of Academic Resources Kelli Braunbach, MPA Wake Forest University School of Medicine Sara Schonour, LC, Assoc IALD Deputy GSA Director Associate Vice President Wake County Myung Kim, AIA, LEED AP BD+C CannonDesign Associate Vice President Barry Brockway CannonDesign Margaret Gilchrist Serrato, PhD, MBA, Director of Operations AIA, ASID, LEED AP GuideWell Innovation Steven Krakoff Strategic Workplace Architect Vice President for Capital Planning and Campus HermanMiller Robert Brown, AIA, LEED AP Operations Program Director, Facilities Planning Bowling Green State University Margaret Sprug, AIA University of Texas Medical Branch at Galveston Principal Katherine M. Kulig The Miller Hull Partnership Ian Caldwell Senior Program Manager, Analytics Facilities Advisor Massachusetts General Hospital Research Institute James Stawniczy, AIA, LEED AP, WELL AP King’s College London Senior Consultant, Wellness Leigh Lally HOK Doug E Carney, AIA, LEED AP, MBA University Space Planner SVP for Facilities, Real Estate and Capital Programs Virginia Tech Terry Steelman, FAIA, LEED AP Children’s Hospital of Philadelphia Principal Dan Lorenz Ballinger Stephan Cloitre Executive Vice President EVP|Managing Director, Global AMS CAD + CAFM Solutions Phil Tackett, MCR, CFM, LEED AP JLL Senior Associate Melissa Marsh Little Diversified Architectural Consulting Michael Compton, AIA, EDAC, LEED AP Founder & Executive Director Architect PLASTARC Erik Terry RS&H Vice President Max Miller, CHC CannonDesign Matthew Cotton, AIA Project Manager Principal DPR Svend Krogh Thomsen The S/L/A/M Collaborative Project Director Betsy Nurse, IIDA, ASID H. Lundbeck A/S Corporate Real Estate Stacy Davis Director of Interiors Senior Managing Director HOK Janelle Vogler, CIA Newmark Grubb Knight Frank Executive Director, Audit & Advisory Services Tim O’Connell, AIA, LEED® AP, BD+C Johnson County Community College Dr. Michael L. Fisher Principal | Director, Science + Technology Director, Research Space Management Group HOK Gary Wheeler Massachusetts General Hospital Research Institute Global Leader, Interior Design + Workplace Strategy Joseph Ostafi, AIA, LEED AP BD+C HDR Dmitri Gerchikov, MCR, SLCR Practice Leader | Science + Technology SVP | IoT and Analytics HOK Donn Williams JLL Director of Facilities and Real Estate Eric Peltz RAND Corporation Brian Haines Executive Director of Research Services and Vice President Operations Amanda Wirth FM:Systems RAND Corporation Associate Director brightspot strategy Debora Susan Hankinson Jackie Posselt, ASID, LEED AP ID+C Architect/Director, Strategic Facility Planning Senior Interior Designer CRB Eppstein Uhen Architects CONFERENCE SPEAKERS CONFERENCE SPEAKERS AND SPONSORS

• AMS CAD + CAFM Solutions • GuideWell Innovation • Newmark Grubb Knight Frank • Ballinger • HDR • PLASTARC • Bowling Green State University • HermanMiller • RAND Corporation • BurkettEUA • H. Lundbeck A/S Corporate Real • RS&H • brightspot strategy Estate • The Miller Hull Partnership • CannonDesign • HOK • The S/L/A/M Collaborative • Carnegie Mellon University • JLL • University of Texas Medical Branch at • Children’s Hospital of Philadelphia • Johnson County Community College Galveston • Cornell University • Kewaunee Scientific Corporation • Virginia Tech • CRB • King’s College London • Wake County • DPR Construction • Little Diversified Architectural • Wake Forest University School of • Ennead Architects LLP Consulting Medicine • Eppstein Uhen Architects • Massachusetts General Hospital • FM:Systems Research Institute Courtesy of HOK;© Paul Grundy

5 AGENDA AT A GLANCE

SPECIAL EVENTS AND FEATURES: SUNDAY, NOVEMBER 12

Registration Sign-in/Continental Breakfast for Fundamentals Course 7:30 a.m. – 8:00 a.m. HOSTED PRE-CONFERENCE RECEPTION *Fundamentals of Space Planning and Space Management 8:00 a.m. – 4:30 p.m. Sunday, November 12, 7:30 p.m. Irish Coffees, Hosted Dessert Reception; Registration Sign-In 7:30 p.m. – 8:30 p.m. cordials, and dessert. Attendees may sign in and pick up their conference materials at this time. MONDAY, NOVEMBER 13 Guests welcome. Registration Sign-in/Continental Breakfast 8:00 a.m. – 8:30 a.m. HOSTED RECEPTION General Session 8:30 a.m. – 10:55 a.m. Monday, November 13, 5:00 p.m. - 6:00 p.m. Conference Overview Guests welcome. Speakers: brightspot strategy; RAND Corporation; Virginia Tech; Carnegie Mellon University FOOD AND BEVERAGE Concurrent Forum Sessions 11:10 a.m. – 12:05 p.m. Registered attendees will be provided with lunch A. Activity-based work environments that withstand the test of time and refreshment breaks on both meeting days. B. Leverage your current space management tools for long-range strategic facility planning and data analysis A continental breakfast will be served on the + first meeting day and a full breakfast will be C. Your workforce is disengaged, and it is taking a toll on your bottom line served on the second meeting day. D. The Internet of Workplace Things (IoWT): A game changer for space utilization analysis and long-term planning PLEASE NOTE THE FOLLOWING Hosted Luncheon 12:05 p.m. Dress for this conference is business casual. It Concurrent Forum Sessions 1:10 p.m. – 2:05 p.m. is our goal to maintain the temperature of the meeting rooms at an acceptable level for all E. A “Workplace Innovation Process” to harness the how, when, what and why of your attendees. However, for your maximum comfort organization’s working style we suggest that you plan to dress in layers. F. Lessons learned from the co-working environment: Workspace designs and the emergence of the community manager Audio or video recording devices are not permitted at this conference. G. Make your space work, so you can work too H. +Comparative strategies for measuring space utilization, recommended applications, benefits and results Concurrent Forum Sessions 2:20 p.m. – 3:15 p.m. I. Behave like a startup: Harnessing entrepreneurial planning processes to keep your scientific workplace competitive J. +RAND’s new high-productivity workplace: Pre-planning processes, post-occupancy results, next steps K. The new paradigm for campus space planning: Smaller, fewer, shared, adaptable spaces L. Space as a strategic asset: Leveraging Internet of Things (IoT) technology for real-time, actionable space data and decision-making General Session 3:30 p.m. – 4:55 p.m. Speakers: Massachusetts General Hospital Research Institute; King’s College London; H. Lundbeck REGISTER NOW! A/S Corporate Real Estate TradelineInc.com Hosted Reception (Guests Welcome) 5:00 p.m. – 6:00 p.m. Register with payment by Oct. 13 and Save $200 * Additional cost to attend +Presented at this time only. AGENDA AT A GLANCE

TUESDAY, NOVEMBER 14

Hosted Breakfast 7:15 a.m. – 8:00 a.m.

Concurrent Sessions 8:05 a.m. – 9:00 a.m. Tradeline is a Registered Provider with The K. The new paradigm for campus space planning: Smaller, fewer, shared, adaptable spaces American Institute of Architects Continuing Education Systems. Credit earned on M. +The New Scientific Workplace (NSW): A planning methodology to break down barriers and completion of this event will be reported to unleash creativity CES Records for AIA members by Tradeline. + N. Co-working space plans and shared resources for startup-style innovation Certificates of Completion for non-AIA members are available upon request. General Session 9:15 a.m. – 10:10 a.m. Speakers: Johnson County Community College; University of Texas Medical Branch at Galveston There are a maximum of 13 Continuing Education Hours (CEHs) available at this Concurrent Forum Sessions 10:35 a.m. – 11:30 a.m. conference. Sessions marked with the AIA A. Activity-based work environments that withstand the test of time CES logo AIA have been registered with the AIA/CES Record. Sessions marked with HSW G. Make your space work, so you can work too qualify for HSW credit. L. Space as a strategic asset: Leveraging Internet of Things (IoT) technology for real-time, actionable space data and decision-making O. +Workplace transformation through the Living Building Challenge Concurrent Forum Sessions 11:45 a.m. – 12:40 p.m. B. Leverage your current space management tools for long-range strategic facility planning and data analysis F. Lessons learned from the co-working environment: Workspace designs and the emergence of the community manager P. +Implementing the WELL Building Standard™ for human health and well-being in the workplace

Hosted Luncheon 12:40 p.m.

Concurrent Forum Sessions 1:45 p.m. – 2:40 p.m. D. The Internet of Workplace Things (IoWT): A game changer for space utilization analysis and long-term planning E. A “Workplace Innovation Process” to harness the how, when, what and why of your organization’s working style I. Behave like a startup: Harnessing entrepreneurial planning processes to keep your scientific workplace competitive

General Session 2:55 p.m. – 3:40 p.m. Town Hall Knowledge Roundup

Adjourn 3:40 p.m.

* Additional cost to attend +Presented at this time only. 7 MONDAY AND TUESDAY, NOVEMBER 13-14

Monday, November 13 Design Thinking: A new process Reward Gateway’s new workplace making headway in strategic space and change management program: planning and management Virginia Tech Employee engagement software Leigh Lally – University Space Manager provider leads by example Design Thinking is an innovative solution generation framework similar to Lean, but with a human-centered, prototype driven process that can be brightspot strategy applied to product, service and business design: Ideal for today’s space Amanda Wirth – Associate Director planning and management initiatives. Leigh Lally sets out the guiding Here you’ll see the how employee engagement platform provider Reward principles and framework, and illustrates application of the Design Gateway redesigned its work environment to raise the effectiveness of Thinking methodology in the formation of a new strategic plan, physical individuals and teams, and achieve a stellar 89% employee engagement master plan and space management program at Virginia Tech. She and 9% productivity boost. Amanda Wirth examines key components examines tools for engaging stakeholders in development of integrated, of the change management program brightspot co-designed and multi-dimensional solutions to space management challenges, identifying co-facilitated with Reward Gateway to transition to their new agile obstacles, developing an agile space management program, and working strategy, and their new work environment designed by Area2 capturing repeatable best practices. which pushes the boundaries with color, layouts, space, and technology. She examines before-and-after benchmarks and lessons learned on Space planning and change employee performance, team collaboration, and space configurations. management initiatives: The critical Interaction and collaboration can go human factor hand-in-hand with deep concentration, Carnegie Mellon University even in a think tank Emily Blaze, AIA, LEED AP – Space Planning and Digital Project Manager If your space planning initiative doesn’t anticipate the psychological RAND Corporation impacts of change on your workforce, it is doomed to failure. Emily Donn Williams – Director of Facilities and Real Estate Blaze illustrates how to move past common understandings of “change Eric Peltz – Executive Director of Research Services and Operations management” and “stakeholder engagement” to get at the human When innovation and intellectual rigor are both core to your mission, factors which determine project outcomes including cognitive bias, what’s the optimal combination of heads-down, interaction, and identity and usefulness, and fear. She examines economic, rational, collaboration space, that also improves space use efficiency—or do qualitative, and experiential aspects of space plans, the use of quick they even have to compete? That was the challenge RAND faced, and wins to build momentum, and how to deliver shared spaces, space here Donn Williams and Eric Peltz set out the solutions and the path to access, and more efficient work styles with everybody on board. get there. They describe a cross-functional team and research-based development strategy, prototyping and pilot projects, and a new Research space efficiency, better workspace concept integrating unassigned and flexible space, improved visibility and circulation, and technology enablers. They highlight heavy allocations, and maximum utilization: use of closed flexible spaces that still provide daylight for all and unassigned spaces for research staff. New methodologies and metrics Massachusetts General Hospital Research Institute Dr. Michael L. Fisher – Director, Research Space Management Group Katherine M. Kulig– Senior Program Manager, Analytics Too often, space metrics do not account for differences in the types of work being done, the functional fit of current space, and the use of support space, resulting in flawed space allocation and underutilized facilities – a costly problem, particularly in expensive life science buildings. Michael Fisher sets out new methods for capturing and analyzing space data to 1) more accurately determine how efficiently scientists utilize expensive research space, and 2) take action to better distribute scarce resources. He reconciles differences in lab space sizes and space-hogging pieces of specialized equipment, and overlays headcount/space tracking data to identify improvement opportunities. Courtesy of ARC; Photo by Peter Vanderwarker.tif ATTEND ALL OF THE GENERAL SESSIONS BELOW

Repurposing: Creating a 21st Tuesday, November 14 century workspace from the Developing a space planning historic headquarters of the British organization from the ground up Broadcasting Corporation (BBC) Johnson County Community College King’s College London Janelle Vogler, CIA – Executive Director, Audit & Advisory Services Ian Caldwell – Facilities Advisor Robyn Albano – Interior Services Coordinator/Space Planner Faced with rapid growth and constrained footprints, institutions are To get macro-level, actionable space data for strategic decision-making, turning to innovative repurposing of outdated space – and new ways step one is solving the “historical” problem: Occupancy and space of thinking about space use and work styles – to meet the needs of effectiveness data distributed and maintained across multiple systems expanding programs. Ian Caldwell profiles large-scale changes to the and departments. Janelle Vogler and Robyn Albano chart the course of way Kings College London uses space in order to perform teaching, launching a space planning group and comprehensive space planning learning, academic and support missions in very unorthodox facilities – in database from the ground up for Johnson County Community College’s this case, the historic headquarters of the BBC. He details a rigorous and 1.5-million square feet of space. They examine research processes, ongoing stakeholder-engagement process, and strategies for integrating rationales for data framework decisions, data capture processes, and remote facilities with larger campuses. reporting functions. They deliver lessons-learned, profile how the data is improving space utilization, and set out next steps. Lundbeck’s comprehensive space Operationalizing space data: utilization, functionality, and flexibility Four years of hard-earned wisdom initiative in 25 minutes H. Lundbeck A/S Corporate Real Estate Svend Krogh Thomsen – Project Director University of Texas Medical Branch at Galveston Robert Brown, AIA, LEED AP – Program Director, Facilities Planning Enterprise-wide space optimization initiatives promise financial savings, reduced footprints, and increased flexibilities – once the executive What does it take to make space utilization a key performance management, governance, site culture, change management, and indicator across your organization? Here you’ll get the answers, from workspace design hurdles are ironed out. Svend Thomsen charts the space management system development and launch, pilot initiatives course H. Lundbeck A/S has taken to centralize space management re- for space improvement, maneuvering the political landscape, system sponsibilities across headquarter, production, and R&D sites, implement and data evolution, through to organization-wide implementation and corporate space standards, optimize lease agreements, relocate and accountability. Bob Brown chronicles University of Texas Medical compress working groups with an overall 30% reduction in square Branch’s space management program implementation and distills footage. He details lessons learned on data gathering and stakeholder must-do actions and lessons learned from each phase. He charts management, and sets out change management best practices for the development timelines to expect, identifies key technologies to adopt, move from closed to open offices. and demonstrates how to leverage space data to find progressively larger space opportunities and set strategy. Town Hall Knowledge Roundup Facilitator: Tradeline, Inc. “Thank you for the opportunity to Derek Westfall – President This closing session is where key ideas, new developments, and participate in Tradeline. It was by findings that have been revealed over the course of the entire two-day conference (including sessions you may have missed) get clarified, all measures the best organized, expanded upon, and affirmed or debated. This is also the opportunity to managed and content rich conference get answers from industry leaders and the entire audience to specific questions on key and challenging issues. I have ever attended.”

Gregory A. Howell, P.E. Co-founder and Managing Director, Lean Construction Institute

9 MONDAY AND TUESDAY, NOVEMBER 13-14

A. Activity-based work environments that C. Your workforce is disengaged, and it is taking a withstand the test of time toll on your bottom line

HDR HOK Gary Wheeler – Global Leader, Interior Design + Workplace Strategy Betsy Nurse, IIDA, ASID – Director of Interiors James Stawniczy, AIA, LEED AP, WELL AP – Senior Consultant, Wellness Economic sustainability of workspaces over time is a big challenge with rapidly accelerating workstyle changes, and the question is: “How Now is the time for new workforce engagement policies and space can we continue to support a vibrant and productive workforce?” plans: Gallup data shows 70% of employees are disengaged, and that Gary Wheeler illustrates the answers in this case study of Novartis’ disengagement is negatively affecting your bottom line. Betsy Nurse and new Australian headquarters. He demonstrates features of successful James Stawniczy illustrate the new prominence of workspace strategy activity-based work environments including a variety of work settings and design to reinforce organizational culture and promote flexibility in that employees at all levels can choose from each day, collaboration the shift from a ‘commodity based’ to ‘experience based’ economy. They spaces and informal interaction opportunities throughout the building, chart the increasingly blurred lines between work-life-learn-and-play, and he details the financial model that makes it all possible over the long and the rise of today’s (and tomorrow’s) workplace as an ‘engagement term. AIA HSW center’ where people gather, share, and connect with the brand and each other. AIA HSW Monday 11:10 a.m. – 12:05 p.m. | Tuesday 10:35 a.m. – 11:30 a.m. Monday 11:10 a.m. – 12:05 p.m. B. Leverage your current space management D. The Internet of Workplace Things (IoWT): A tools for long-range strategic facility planning and game changer for space utilization analysis and data analysis long-term planning CRB Debora Susan Hankinson – Architect/Director, Strategic Facility Planning JLL Dmitri Gerchikov, MCR, SLCR – SVP | IoT and Analytics The space management software you already use for office assignments, Stephan Cloitre - EVP|Managing Director, Global moves, and space chargebacks represent an untapped resource just waiting to be mined for high-level, compelling analyses and Can our space support our growth plans? How much of our capacity executive-level space forecasting. Debora Hankinson demonstrates is currently underutilized? Are our meeting and collaborative spaces how space inventory data with the correct attributes assigned can be the right sizes and configurations? These are the questions facing repurposed to provide a comprehensive, bottom-up assessment of space progressive organizations today, and the Internet of Workplace Things utilization, capacity, and headcount, and to establish data structures (IoWT) is the technology that can answer them. Dmitri Gerchikov and and metrics for long-range strategic facility planning. Drawing from Stephan Cloitre demonstrate how to leverage IoWT for actionable two recent case studies, she demonstrates strategic planning results, utilization data at the space, floor and desk levels; occupant attendance analytics reporting tools, and action plans for improved office, lab, and and pattern tracking; and occupant mobility and collaboration indicators. They identify key metrics that organizations are tracking, and how to warehouse utilization. AIA HSW identify and surmount organizational space hurdles. AIA HSW Monday 11:10 a.m. – 12:05 p.m. | Tuesday 11:45 a.m. – 12:40 p.m. Monday 11:10 a.m. – 12:05 p.m. | Tuesday 1:45 p.m. – 2:40 p.m. FORUM SESSIONS

E. A “Workplace Innovation Process” to G. Make your space work, so you can work too harness the how, when, what and why of your Eppstein Uhen Architects organization’s working style Jackie Posselt, ASID, LEED AP ID+C – Senior Interior Designer

Ballinger BurkettEUA Terry Steelman, FAIA, LEED AP – Principal Gillian Hallock Johnson, LEED AP, Associate IIDA – Project Manager Katherine Ahrens, LEED AP – Senior Associate Workspace alignment with organizational culture is now a top priority Children’s Hospital of Philadelphia for attracting, retaining, and engaging employees, and the details of Doug E Carney, AIA, LEED AP, MBA – SVP for Facilities, Real Estate and Capital physical, audible and visual elements can make or break a workplace. Programs EUA’s Senior Interior Designers, Jackie Posselt and Gillian Hallock Johnson discuss the paradigm shifts in workplace and identify critical Missions, workforces and work practices are rapidly growing in primal factors that affect employee productivity, enhance brand sophistication and complexity. Before launching a new expansion, presence and boost employee engagement. This presentation addresses renovation, or workplace change initiative, take a fresh look at the the concepts of the Human Element, Right Space and Differentiation in how, when, and why of your organization’s work style and how leading designing space for happy, healthy and engaged employees. AIA HSW institutions are defining their space strategies. Session leaders profile a “Workplace Innovation Process” at Children’s Hospital of Philadelphia Monday 1:10 p.m. – 2:05 p.m. | Tuesday 10:35 a.m. – 11:30 a.m. together with an 8,000-sf demonstration workspace known as the “Test of Change” (or TOC) for gathering data, assessing current work styles, engaging users, launching a more progressive work environment for H. Comparative strategies for measuring space administrative and research groups, and transitioning them into it. AIA HSW utilization, recommended applications, benefits and results Monday 1:10 p.m. – 2:05 p.m. | Tuesday 1:45 p.m. – 2:40 p.m. Newmark Grubb Knight Frank Stacy Davis – Senior Managing Director F. Lessons learned from the co-working Mayu Roy – Senior Managing Director environment: Workspace designs and the Accurately measuring and understanding space utilization data is the emergence of the community manager foundational element in long-term occupancy planning and selecting the optimal workplace features for your organization. Stacy Davis and Mayu PLASTARC Roy compare alternative solutions for measuring workplace utilization Melissa Marsh – Founder & Executive Director including single- and multiple-source data collection methodologies. They demonstrate real-time reporting of key portfolio metrics, and Ennead Architects LLP Brian Hopkins – Director of Applied Computing space utilization visualization by location, department, and space type. They illustrate the advantages of visualization in understanding and The financial success of co-working space is economic proof that communicating space data, how to use the information gathered to make demand for new interactive and shared workspace modalities will strategic decisions on space allocation and configurations, and anticipate continue to expand, and it underscores the importance of occupant future demands. AIA experience in space planning and design. Melissa Marsh and Brian Hopkins profile co-working facility design strategies that can be adopted Monday 1:10 p.m. – 2:05 p.m. in other organizations to foster relationships among traditionally isolated individuals and groups. They examine the role of the community manager to emphasize hospitality and customer service and what it means for space management. They identify new methods of feedback, data collection, and measurement, and illustrate how to apply the lessons learned for workplace, academic, and medical environments to inform emergent cross-functional spaces. AIA HSW

Monday 1:10 p.m. – 2:05 p.m. Tuesday 11:45 a.m. – 12:40 p.m.

AIA Sessions qualify for AIA credit. HSW Sessions qualify for HSW credit 11 FORUM SESSIONS (CONTINUED)

I. Behave like a startup: Harnessing K. The new paradigm for campus space planning: entrepreneurial planning processes to keep your Smaller, fewer, shared, adaptable spaces scientific workplace competitive The S/L/A/M Collaborative Matthew Cotton, AIA – Principal HOK Mark Rhoades, AIA – Chief Design Officer, Principal Tim O’Connell, AIA, LEED AP, BD+C – Principal | Director, Science + Technology Joseph Ostafi, AIA, LEED AP BD+C – Practice Leader | Science + Technology Bowling Green State University Steven Krakoff – Vice President for Capital Planning and Campus Operations Keep the competitive edge in your scientific workplace following the success formula of startup companies: A strong vision, high levels of Condensed campuses with high-end spaces for teaching, living, and innovation, fewer boundaries, and a close-knit company culture. Session work is the new disruptive model for maintaining the competitive edge, leaders illustrate how owners are reallocating space utilization. Many reducing costs, and increasing educational value. Session leaders of these cultural changes are being applied to mature organizations profile the “fewer, better” strategy that institutions are adopting to help create a “startup” mentality with their employees. Features for classrooms, labs, and housing to position themselves ahead of often include unique and flexible workplace settings, collaborative labs, competition, address capital funding scarcity, and distinguish themselves shared support and critical innovation hubs to maximize communications. from online education. They chart what a priority shift toward They deliver new space utilization metrics and lessons learned on repurposing and/or eliminating buildings does for portfolio value metrics, culture change from recent master planning, workplace consulting, illustrate improvements in recruitment, retention, and profitability, and programming, and redesign efforts for large global life sciences and scope out the impacts of open student and faculty work environments, medical device companies. AIA HSW “mixed use” neighborhoods, and shared resources. AIA HSW

Monday 2:20 p.m. – 3:15 p.m. | Tuesday 1:45 p.m. – 2:40 p.m. Monday 2:20 p.m. – 3:15 p.m. | Tuesday 8:05 a.m. – 9:00 a.m.

J. RAND’s new high-productivity workplace: L. Space as a strategic asset: Leveraging Internet Pre-planning processes, post-occupancy results, of Things (IoT) technology for real-time, actionable next steps space data and decision-making

HermanMiller FM:Systems Margaret Gilchrist Serrato, PhD, MBA, AIA, ASID, LEED AP – Strategic Brian Haines – Vice President Workplace Architect AMS CAD + CAFM Solutions RAND Corporation Dan Lorenz – Executive Vice President Donn Williams – Director of Facilities and Real Estate Eric Peltz – Executive Director of Research Services and Operations To maximize the strategic asset value of building portfolios, first get a handle on actual space utilization data and operating costs. Brian Haines Cornell University and Dan Lorenz profile how forward-thinking companies and institutions Ying Hua, PhD – Co-Director, International Workplace Studies Program are leveraging new space management software and IoT sensor-based In this deeper dive into the planning, design, and evaluation of RAND’s technology to improve the quality and accuracy of data collection, and new workplace case study, session leaders detail the recipe for success. they illustrate the enhanced analysis, scenario planning and reporting They describe project governance and change management strategies, capabilities that are generating better space decisions and reducing tailoring research findings and emerging workplace concepts to RAND’s space-related costs. They set out innovative uses of facility resources culture and how it works, and how the design supports the goals. They that are being discovered through data crunching, and space use chart processes and identify proven instruments – carefully tailored to efficiencies made possible through integrating IWMS data with real-time the project’s goals – for obtaining rigorous, actionable post-occupancy occupant activity data analysis. AIA data to support strategic decision-making, change management, and design refinement and go into depth on the rich evaluation results, which Monday 2:20 p.m. – 3:15 p.m. | Tuesday 10:35 a.m. – 11:30 a.m. offer broader insights for the design and implementation of evolving workplace concepts. AIA HSW

Monday 2:20 p.m. – 3:15 p.m.

AIA Sessions qualify for AIA credit. HSW Sessions qualify for HSW credit REGISTER AT WWW.TRADELINEINC.COM

M. The New Scientific Workplace (NSW): A O. Workplace transformation through the Living planning methodology to break down barriers and Building Challenge unleash creativity The Miller Hull Partnership Margaret Sprug, AIA – Principal CannonDesign Myung Kim, AIA, LEED AP BD+C – Associate Vice President The Living Building Challenge is now being put into action to improve the Sara Schonour, LC, Assoc IALD – Associate Vice President health and well-being of building occupants, and can serve as a catalyst Erik Terry – Vice President for launching workplace transformation initiatives. Margaret Sprug Unlock the potential of your scientific talent and research space portfolio, connects key features of the Living Building Challenge with much-needed remove the boundaries between laboratories and offices, decrease office space upgrade and work style modernization initiatives. She assigned space, and start sharing space and research resources. In details workspace configurations that accommodate multiple personality this session, leaders detail “The New Scientific Workplace (NSW)” types and forms of collaboration, and she challenges assumptions about planning methodology which breaks down walls between disciplines, workplace design and the sit/stand trend. She scopes out processes blurs the boundaries between research and commercialization, increases for improving energy efficiency and sustainability, eliminating toxic collaboration, and offers a diverse collection of work settings for staff to chemicals from building materials, and opening perimeter workstations customize their work experience. They examine three case studies and to preserve views and natural light. compare alternative strategies for radically new open source workplaces where office, lab and meeting room converge and problems are solved in Tuesday 10:35 a.m. – 11:30 a.m. collaborative coexistence. AIA HSW ™ Tuesday 8:05 a.m. – 9:00 a.m. P. Implementing the WELL Building Standard for human health and well-being in the workplace

N. Co-working space plans and shared resources HOK for startup-style innovation James Stawniczy, AIA, LEED AP, WELL AP – Senior Consultant, Wellness Betsy Nurse, IIDA, ASID – Director of Interiors

DPR Construction A healthy and well cared for workforce is a productive and profitable Max Miller, CHC – Project Manager workforce, and that’s the aim of the emerging WELL Building Standard™: GuideWell Innovation To create environments that improve the nutrition, fitness, mood, sleep Barry Brockway – Director of Operations patterns, and performance of building occupants. James Stawniczy and Betsy Nurse examine key components of WELL Certified™ spaces, RS&H and provide guidance for aligning building performance with occupants’ Michael Compton, AIA, EDAC, LEED AP – Architect health needs in the built environment: Air, water, nourishment, light, The emerging model for innovation is a cross-industry collaborative fitness, comfort and mind. They identify building design attributes and nucleus of organizations working in close proximity to develop, test, and strategies that increase well-being, and illustrate operating policies and prototype breakthrough ideas, and here you’ll see the concept in action, behaviors required for WELL certification. and the space types required. Session leaders profile the GuideWell Innovation Center and Collaborative Resource Ecosystem (CoRE) – a Tuesday 11:45 a.m. – 12:40 p.m. full-service co-working space for healthcare and medical start-ups, providing business, academia, and entrepreneurs a collaborative creative hub. They will identify key features of the activity-based workplace including sophisticated presentation and video production spaces, modular space for research projects, and advanced technologies including 3D printing/scanning, and digital prototyping software to “Tradeline stands for excellence.” advance ideas into pre-production prototypes. AIA HSW Randy S. Eken Associate Dean, Administration and Finance Tuesday 8:05 a.m. – 9:00 a.m. University of North Dakota

13 REGISTRATION AND ACCOMMODATIONS

REGISTRATION: HOTEL AND TRAVEL INFORMATION: CONFERENCE REGISTRATION FEES* ROOM RESERVATIONS Registration fees with payment by 10/13/17 Tradeline has reserved a block of sleeping $1840 for single registration rooms for this event at The Vinoy Renaissance $1690 each for groups of 2 or more Resort. For registrations received by October 13, 2017 Tradeline will handle and confirm room Registration fees after 10/13/17 reservations [based on availability] according to $2040 for single registration your instructions on the registration form. $1890 each for groups of 2 or more After October 13 please call Tradeline for Registration fee includes: room availability. All general sessions, selection of forums, a dessert reception, two lunches, one breakfast, a Changes: All room reservations and changes The conference will be held at: wine and hors d’oeuvres reception, refreshments, must originate through Tradeline, Inc. to obtain and a conference workbook guide. Presentations the special rate. If you contact the hotel directly, THE VINOY RENAISSANCE RESORT will be made available for download to attendees. you may be informed that they are sold out, or you may be charged a higher rate. 501 Fifth Ave. NE Team Discounts! St. Petersburg, FL 33701 For groups of 5 or more, please call Tradeline for additional discounts available. ROOM RATE The discounted room rate for this event is PRE-CONFERENCE TRAINING $199/night, single or double occupancy. A limited number of rooms are available at the HOW TO REGISTER: The Fundamentals of Space Planning and government per diem rate for U.S. Federal Space Management ONLINE Government employees. $1140 Stand-alone course This is a non-smoking hotel. TradelineInc.com $1000 with full conference participation FAX REGISTRATION INFORMATION ROOM PAYMENT Tradeline does not accept payment for room 925.254.1093 Make checks payable to: reservations. Hotel charges are paid to the hotel From outside the U.S. 1.925.254.1093 TRADELINE, INC. directly upon checkout. Federal Tax I.D. #95-297-2863 MAIL TRAVEL INFORMATION Tradeline, Inc. POLICY ON CANCELLATIONS, 115 Orinda Way CHANGES AND REFUNDS Airport-to-Hotel Transportation Orinda, CA 94563, USA The Vinoy Renaissance Resort is 22 miles from All cancellations and changes to registrations Tampa International Airport. Taxis or shuttles are must be received by Tradeline, Inc. in writing. QUESTIONS readily available from all airport terminals. Taxi You may make substitutions at any time; please fares will run $50 – $60 each way. Call 925.254.1744 notify us as soon as possible. From outside the U.S. Full refunds will be given for cancellations 1.925.254.1744 received in writing 14 days or more prior to the event. A $250 service fee will be charged for cancellations received between 14 and 6 days prior. No refunds will be given for cancellations received within 5 days of the event. *INTERNATIONAL ATTENDEE DISCOUNT REGISTER NOW! A $250 discount will be applied to the 2-day full conference registration fee for non-U.S. TradelineInc.com residents traveling from outside of the U.S. Register with payment by Use promo code INTL2017 if registering online Oct. 13 and Save $200 REGISTRATION AND ACCOMMODATIONS REGISTRATION FORM

SPACE STRATEGIES 2017 REGISTER NOW! NOVEMBER 13-14, 2017 – THE VINOY RENAISSANCE RESORT – ST. PETERSBURG, FL TradelineInc.com 1. Please Type or Print Clearly (or register online at www.TradelineInc.com) Register with payment by • Conference registration is not complete until confirmed by Tradeline, Inc. Oct. 13 and Save $200 • Please confirm airline reservations only after confirmation of registration. • Only one registrant per form. Name______First Name for name badge______Title/Position______FAX Institution______925.254.1093 Address______M/S______From outside the U.S. 1.925.254.1093 City______State______Zip Code______Country______Phone______Fax______MAIL Attendee Contact Email______Tradeline, Inc. Alternate Contact Email______115 Orinda Way 2. Register with Payment Before October. 13 and Save $200! Orinda, CA 94563, USA Payment by 10/13/17* Full price* QUESTIONS Single Registration ❑ $1,840 ❑ $2,040 Team Registration Discount** ❑ $1,690/Attendee ❑ $1,890/Attendee Call 925.254.1744 From outside the U.S. Name(s) of other team registrant(s)______** 1.925.254.1744 ❑ Vegetarian meals requested 3. Policy on Cancellations, Changes and Conference Add-Ons: Refunds: All cancellations and changes to SUNDAY, NOVEMBER 12 registrations must be received by Tradeline, Inc. in writing. You may make substitutions at The Fundamentals of Space Planning and Space Management any time; please notify us as soon as possible. ❑ $1,140 ❑ $1,000 with registration to the full 2 day conference November 13-14 Full refunds given for cancellations received 14 days or more prior to the event. A $250 service 4. fee will be charged for cancellations received Select a Method of Payment between 14 and 6 days prior. No refunds will To receive early discount, payment must accompany registration. Payment or P.O. # must be received by be given within 5 days of the event. conference date in order to attend. *International Attendee Discount: A $250 ❑ Visa ❑ Mastercard ❑ AmEx Name on Card______discount will be applied to the 2-day full conference registration fee for non-U.S. Card #______Exp. Date______Security Code______residents travelling from outside of the U.S. Billing Address:______(If different from above) **Team Discount pricing above applies to groups of 2 or more. For teams of 5 or more ❑ CHECK: Make payable to TRADELINE, INC. Check #______please call Tradeline for additional discount ❑ INSTITUTIONAL P.O. number (not eligible for early discount)______availability. ***All requests will be honored based upon 5. Hotel Reservations availability at hotel upon time of arrival. Tradeline will inform the hotel of your Please do not call the hotel directly. The special room rate below is available at The Vinoy Renaissance preferences but cannot guarantee any special Resort through Tradeline only. requests. ❑ Yes, please reserve a room for me. Arrival Date:______Departure Date:______All room reservations are guaranteed. For ❑ Single occupancy ($199/night +12% room tax) ❑ Double occupancy ($199/night +12% room tax) changes or cancellations, please notify Tradeline at least 72 hours prior to your ❑ Government rate ($114/night at press time) - A limited nubmer of rooms are available for U.S. federal scheduled arrival. No-shows and cancellations Government employees within 72 hours of arrival are subject to a Special Requests***:______charge equal to one night’s stay. ❑ No, I will not require a hotel reservation. 15 ROUTE TO: Tradeline, Inc. PRESORTED FIRST-CLASS MAIL ______115 Orinda Way | Orinda, CA 94563 U.S. POSTAGE RETURN SERVICE REQUESTED PAID ______PERMIT NO. 17 SAN DIEGO, CA ______

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COLLEGE & UNIVERSITY SCIENCE & FACILITY STRATEGIES FOR MEDICAL 2017 CONFERENCES FACILITIES 2017 SCHOOLS AND THE HEALTH SCIENCES SPRING October 5-6 – Boston, MA April 24-25 – San Diego, CA SPACE STRATEGIES 2017 November 13-14 – St. Petersburg, FL RESEARCH FACILITIES 2017 REGISTER NOW! April 27-28 – San Diego, CA COLLEGE & UNIVERSITY SCIENCE & ENGINEERING FACILITIES 2017 TradelineInc.com FACILITY STRATEGIES FOR ANIMAL FALL Register with payment by RESEARCH AND BIOCONTAINMENT November 16-17 – St. Petersburg, FL Oct. 13 and Save $200 October 2-3 – Boston, MA

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