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Event Schedule

Wednesday, October 14, 2026

Time Event Location
5:45 – 7:30 PM Speakers Dinner/Briefing
Speaker Orientation Meeting & Dinner
Details

This meeting is intended for presenters only, and is a critical part of the Tradeline program. Your group will be given last minute information on the audience and their special questions as well as project information relative to this topic. Also covered will be conference protocol and audio-visual equipment for presenters, as well as details on the conference schedule. Speakers will receive a full set of conference materials at this time.

Advanced RSVP Required

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Caspian
7:30 – 8:30 PM Welcome Reception
Hosted Welcome Reception (Guests Welcome)
Details

Join us for a hosted beer and wine bar along with light snacks.

Attendees may sign-in and pick up their registration materials here, or the next morning at the conference ballroom foyer.

Guests welcome.

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Pacific Ballroom Foyer

Thursday, October 15, 2026

Time Event Location
8:00 – 8:30 AM Registration Sign-In/Continental Breakfast
Registration Sign-in/Continental Breakfast
8:00 AM – 5:45 PM Exhibit Booths Open
Exhibit Booths Open
Details
8:30 – 9:30 AM Plenary Sessions Pacific Ballroom
8:30 – 8:55 AM Renovation over new construction: Carroll College's $17 million savings
  • Amy Clark, LEED AP BD+C | Rupt Strategic
  • Daniel Byrd | Carroll College
Details

Renovating and reprogramming existing space—paired with a hard look at how that space is actually used—can eliminate the need for new construction and deliver substantial capital savings. A campus-wide utilization study at Carroll College revealed enough hidden capacity across classrooms and general campus spaces to halt a planned building project and avoid over $17 million in new construction costs. Amy Clark and Dan Byrd detail the modernizations and upgrades that made existing spaces more functional and desirable, the scheduling and sharing practices that unlocked latent capacity, and the cultural shifts and leadership required to deliver the renovations the campus needed.

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9:05 – 9:30 AM Overturning legacy space models to revitalize, recruit, and grow without new construction
  • Bradley E. Angell, Architect, PhD | University of California Santa Cruz
Details

Pressures on higher ed have hit a tipping point, and unprecedented space reassignment and renovation plans are finally finding traction and delivering results. Bradley Angell illustrates four unconventional moves that UCSC made to support recruitment and program growth in Engineering despite a multi-year structural deficit and no budget for new construction. He details the use of low-tech analysis tables to drive equitable space reassignments; an operational redesign correcting failed circulation and layouts; relocating research teams from a newer, science-dominated building to an older engineering building; and aggressive lab consolidations, shared offices, and retrofits to attract growing P.I. portfolios. He provides critical guidance on navigating the political landscape and pushing through personal and organizational roadblocks.

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9:35 – 9:55 AM Refreshment Break Ballroom Foyer
9:55 – 10:50 AM Plenary Sessions Pacific Ballroom
9:55 – 10:20 AM Modernizing in motion: Phased renovation without stopping the science
  • Lena M. Lynch, FMP | Nationwide Children's Hospital
Details

When research cannot pause for renovation, the renovation must work around the research. Lena Lynch charts a 12-phase comprehensive modernization of Nationwide Children’s Hospital aging research facility which kept operations fully running while systematically refreshing infrastructure, laboratory environments, vivarium and core facilities, and shared spaces. She illustrates the enabling swing-space strategy, cost-conscious decisions to stretch renovation dollars, key equipment and infrastructure upgrades, improvements in adjacencies, and the master planning framework that has positioned the facility for long-term flexibility. She relates key lessons learned and best practices for institutions facing the same occupied-renovation challenge.

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10:25 – 10:50 AM Hidden infrastructure risks: Bridging data gaps for resilient utility systems
  • Abhilash Srungarapati | Houston Public Works, City of Houston
Details

Next-gen research and education facilities depend on highly reliable utility systems, yet many institutions plan renovations and expansions using incomplete data and outdated records, putting project cost, schedule, and long-term facility performance at risk. Abhilash Srungarapati provides lessons learned from Houston Public Works projects, illustrating common discrepancies between GIS and as-builts and actual field conditions. He introduces a field-validated, risk-based framework for infrastructure assessment integrating inspection data, engineering analysis, and capital planning to improve decision-making. He illustrates how the framework reframes renovation vs. new-construction tradeoffs, enhances reliability, reduces uncertainty, and supports resilient design and construction of complex research and education facilities. 

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10:55 – 11:10 AM Refreshment Break Ballroom Foyer
11:10 AM – 12:05 PM Concurrent Sessions
Forum A: Cost-effective targeted interventions deliver high-performing spaces in existing footprints
  • Melissa Burns | STANTEC ARCHITECTURE INC.
  • Rachel Tuttle | STANTEC ARCHITECTURE INC.
  • Jennifer Casasanto | Brown University School of Engineering
Details

Don’t settle for “quick fix” renovations that can limit long-term performance! Relatively small, well-considered moves can transform a project from basic accommodation into a cohesive, forward-looking environment. Presenters use a series of STEM renovation case studies, including Brown University, to demonstrate the decision-making criteria that reconcile program, circulation, and identity to turn constrained existing buildings into cohesive, high-performing academic environments. They illustrate the results including modernized laboratories, spatial relationships fostering student collaboration, intuitive wayfinding that contributes to improved user experience, and facilities well-positioned to evolve as needs change.

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Forum B: Two-year construction cost outlook and bid strategies:
  • James Vermeulen, LEED AP, PQS | Vermeulens, Boston
  • Zachary Bergeron, LEED AP | Vermeulens, Boston
Details

With tariff policy and energy costs in flux and the Federal Reserve continuing rate changes, capital planners face a pressing question: How much escalation should owners budget for projects breaking ground in the next few years? The Vermeulens team analyzes leading indicators—equities, GDP, job creation, oil, lumber, copper, and steel—alongside construction volumes and labor productivity to model how tariff and monetary policy will reshape pricing structures. They deliver a regional construction labor weather map identifying where capacity is tightest, and two-year escalation scenarios by region. They illustrate practical methods for setting design, escalation, bidding, and construction contingencies and controlling delivered costs across micro and macroeconomic environments. 

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Forum C: Renew, remove, reinvent: Decision-making frameworks for aging science facilities
  • Jamie Matthys, MBA | Flad Architects
  • Matt Garrett, AIA, LEED AP | Flad Architects
  • Chris Czenszak | Flad Architects
* Presented at this time only
Details

Most research universities carry an inventory of aging, mission-critical science and engineering buildings that no longer serve evolving programs and that hide big deferred maintenance liabilities. Drawing on precinct plans and renewal strategies developed for leading institutions, presenters synthesize the patterns that consistently drive successful outcomes. They deliver a streamlined, repeatable framework for assessing building viability—comparing reinvestment versus replacement, creating defensible cases for full rebuild, and aligning scope, cost, and phasing with long-term research goals. They provide a proven toolkit for creating condition assessments, decision matrices, and constrained-environment funding strategies. 

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12:05 – 1:05 PM Hosted Lunch Pacific Ballroom
1:10 – 2:05 PM Concurrent Sessions
Forum D: Eleven years, zero shutdowns: Lessons from a multi-phase occupied renovation
  • Jeff Veilleux | The Whiting-Turner Contracting Company
  • Leon Auvil | Payette Associates Inc.
  • Jenn Crawford | Division of Capital Asset Management & Maintenance
  • Karim Abdul-Matin | Massachusetts Department of Public Health
Details

When a facility cannot go offline, renovation demands more than good design—it demands a delivery model built for sustained complexity. An occupied renovation spanning more than a decade, including high-containment laboratory environments, puts that model on full display. Speakers representing owner, user agency, designer, and construction manager walk through design strategies for a severely constrained facility, complex phasing and logistics, evolving project management approaches, and the communication and trust-building that kept the project moving through a global pandemic and beyond. They provide lessons learned on design flexibility, GMP development, project evolution, and management strategies required to address extensive unforeseen conditions.

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Forum E: Reinvestment strategies for aging campus facilities: Frameworks for success
  • Cristianne Peschard, AIA | HGA Architects & Engineers
  • Michelle Miller, AIA | HGA Architects and Engineers
  • Janine Leary Murphy, MSFM | Boston University
  • Sharon A. Ames, AIA, LEED AP | Bowdoin College
Details

As institutions weigh renovation against new construction, strategic reinvestment in aging facilities offers a more sustainable, cost-effective, and faster path forward — especially on historic campuses where preserving building stock is an institutional priority. Presenters draw on six renovation projects including from Boston University and Bowdoin College to examine how requirements are reshaping facility investment decisions. They share frameworks for evaluating renovation versus replacement, describe technical, logistical, and financial strategies for extending the life of spaces, and outline how targeted upgrades support faculty recruitment. They deliver key investment criteria and decision rationales for other institutions managing aging portfolios.

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Forum F: Repurposing mid-century labs: Identifying hidden conditions before they become change orders
  • Neil Cahalane, AIA, FRIAI | Ellenzweig
  • James V. Blount, AIA, LEED AP BD+C | Ellenzweig
  • Adam P. Blanchard, PE | LeMessurier
  • Patrick J. Duffy, PE, LEED AP | BR+A
* Presented at this time only
Details

The shortcomings of early-to-mid-20th-century science buildings are well known—limited flexibility, low floor-to-floor heights, and failing infrastructure—but the most expensive surprises remain hidden until demolition. Undocumented hazardous materials, framing not designed for modern mechanical loads, floors failing vibration-sensitive stiffness, seismic shortfalls, record drawings that disagree with reality, and slabs with significant slope or deflection routinely emerge when design options have narrowed. Presenters distill lessons from multiple case studies and illustrate practical strategies for identifying and quantifying risk early through targeted investigations, laser scanning, and coordinated design—reducing the surprises that drive change orders, schedule slip, and budget pressure during construction.

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2:05 – 2:20 PM Refreshment Break Ballroom Foyer
2:20 – 3:15 PM Concurrent Sessions
Forum G: From outdated to operational: Repurposing space for modern research
  • Leslie Jane Sims, AIA, LEED AP BD+C | AECOM
  • Johnny Tu Tran | AECOM
Details

The most unlikely existing spaces can become high-performing research environments when project drivers, existing conditions, and program priorities are aligned – what untapped value exists in your current portfolio? Presenters use multiple repurposing case studies to illustrate how vibration control, environmental stability, and phasing shape what is possible inside aging shells. They demonstrate how to perform rigorous evaluations including 3D scanning, condition assessment, and separating key requirements from "nice-to-have" to create a definitive programming strategy. They progress through construction-phase strategies for renovating older buildings without reliable as-builts: tactics for managing unforeseen conditions, controlling cost and schedule risk, and minimizing disruption inside occupied buildings throughout phased lab transformations and reactivation. 

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Forum H: Modernizing existing facilities for the next generation: Dining, housing, and recreation
  • Sara Lappano, PE | AE Works
Details

Across higher education, institutions are rethinking how to modernize aging facilities without expanding their physical footprint. This session explores how comprehensive renovations— rather than new construction — can transform existing buildings into vibrant, efficient, and future-ready environments that meet the evolving expectations of today’s students. Through recent projects, Sarah Lappano demonstrates how revitalized dining, housing, and recreation facilities can maximize space utilization, enhance student engagement, and extend building life while dramatically improving operational performance. She highlights strategies for upgrading building systems, optimizing envelope performance, and aligning design solutions with long-term sustainability and maintenance goals. She provides insights into how adaptive reuse can deliver high-impact results that balance functionality, aesthetics, and institutional stewardship.

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Forum I: Turning deferred maintenance into transformation: Renewing a student center and a library without expanding
  • Bob Mohr, AIA, LEED AP | Shepley Bulfinch
  • David Whitehill, AIA | Shepley Bulfinch
  • Janette S. Blackburn, FAIA, NCARB, LEED AP | Shepley Bulfinch
* Presented at this time only
Details

Two beloved but aging campus landmarks—Lehigh University's Clayton University Center and Wellesley College's Clapp Library—serve as case studies for deferred maintenance becoming a catalyst for transformation rather than a liability. Session leaders detail how each renewal worked entirely within the existing footprint, converting backlogged repairs and underused infrastructure into flexible, student-centered space. They demonstrate how adaptive reuse preserved architectural character while modernizing systems, and how reusing structure and embodied carbon advanced decarbonization goals without new construction. They share decision frameworks for phasing work in occupied buildings, sequencing infrastructure upgrades, and balancing program ambitions against the budget and schedule realities of complex renovations.

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3:15 – 3:45 PM Refreshment Break Ballroom Foyer
3:45 – 4:40 PM Plenary Sessions Pacific Ballroom
3:45 – 4:10 PM Historic walls, modern systems: Renovations strategies for decarbonization, deferred maintenance, and program value
  • d'Andre Willis | University of Colorado Boulder
Details

Organizations confronting decarbonization mandates and mounting deferred maintenance backlogs face their hardest decisions inside century-old buildings, where mechanical systems, historic preservation, and contemporary program needs collide. d’Andre Willis profiles the University of Colorado Boulder's just-completed $105 million gut renovation of a 1921 humanities building to show how all three targets can be achieved together. She walks through the full HVAC overhaul, the triple-pane windows and envelope upgrades, and the phased state capital funding strategy that secured the project across three legislative cycles. She illustrates what’s achievable in terms of reconfigured spaces designed for modern work patterns, and highlights lessons learned for institutions navigating similar challenges.

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4:15 – 4:40 PM Beyond the blueprint: Renovations that transform programs
  • Katherine Roberson, PMP, PMI-ACP, CSM, Prosci Change Practitioner | Sandia National Labs
Details

Every renovation changes a building—but the most successful projects transform how an organization works. From workplace redesigns and campus consolidations to hybrid work environments and facility modernization, today's strategic space planners are expected to do more than deliver projects on time and within budget. They must align diverse stakeholders, communicate a compelling vision, and guide organizations through the human side of change. Katie Roberson explores how stakeholder engagement, strategic communication, and change management work together to build support, reduce resistance, and create workplaces that meet today's needs while preparing for tomorrow's challenges. She identifies critical components of strategies that navigate competing priorities, strengthen decision-making, and increase adoption of new spaces thus ensuring that renovation investments deliver lasting organizational value, not just updated facilities.

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4:45 – 5:45 PM Reception Ballroom Foyer

Friday, October 16, 2026

Time Event Location
7:15 AM – 3:40 PM Exhibits Open
Exhibit Booths Open
Details
7:15 – 8:00 AM Hosted Breakfast Pacific Ballroom
Hosted Breakfast
Details

Courtesy of Tradeline

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8:05 – 9:00 AM Concurrent Sessions
Forum J: Make roof replacements sexy again: Building the capital and operational case
  • Matthew M. Copeland, PE, RRC | Copeland Building Envelope Consulting
  • Carmen Prantil | Copeland Building Envelope Consulting
* Presented at this time only
Details

A flat, gray, unglamorous expense at the top of the building usually sits at the bottom of every capital priority list—until water finds the lobby or lab renovation below it. Don’t let that happen to your organization! A well-timed roof replacement is a force multiplier; a deferred one is a ticking clock on every downstream investment. In this session, presenters translate building science into business case: red flags that signal a roof is approaching end-of-life, financial and operational arguments that win against competing capital priorities, principles of moisture management, thermal performance and material compatibility that define "doing it right," and sequencing strategies that align roofing with broader campus capital plans.

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Forum K: Navigating unique project and program demands to enable creative repurposing
  • Mike Houston | RDG Planning & Design
  • Jenna Reichberg | RDG Planning & Design
* Presented at this time only
Details

Successful adaptive reuse aligns mission, academic vision, real estate strategy, regulatory requirements, and project delivery from day one. The Chicago School evaluated more than 100 sites before selecting a historic urban building whose character, daylight, and context offered both opportunity and constraint for a forward-looking integrated health sciences campus. Session leaders demonstrate the navigation of project and accreditation requirements for the Illinois College of Osteopathic Medicine, including simulation- and collaboration-driven pedagogies, and curriculum-driven space utilization analyses. They illustrate solutions that reconcile historic building realities with the demands of simulation centers, standardized patient labs, and advanced teaching environments through tight collaboration among owner, architect, contractor, faculty, students, and specialty consultants.

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9:00 – 9:15 AM Refreshment Break Ballroom Foyer
9:15 – 10:10 AM Plenary Sessions Pacific Ballroom
9:15 – 9:40 AM Evidence before investment: Pilot projects to maximize renovation project value
  • Margaret Gilchrist Serrato, PhD, MBA, MArch | areaLogic, llc
Details

As the value proposition of physical space shifts, renovation programs must increasingly reconcile fixed building footprints with evolving work patterns. Margaret Serrato draws on a multi-phase pilot program at Georgia Tech, where a constrained urban campus tested workplace approaches in instrumented pilot spaces before committing to larger capital investments. She traces the process from department selection through two rounds of post-occupancy evaluation, examining what the data reveals about satisfaction, institutional goal alignment, and space efficiency within physical constraints. She maps the decisions that de-risk capital investment through evidence-based workplace strategy.

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9:45 – 10:10 AM From dated to in-demand: Reimagining a constrained library footprint
  • José A. Rodriguez | Florida International University Herbert Wertheim College of Medicine
Details

Organizations contending with outdated, underused libraries inside tight existing footprints face mounting pressure to modernize without expansion. José Rodríguez profiles Florida International University's Herbert Wertheim College of Medicine library remodel that converted a dated, austere space into a vibrant, in-demand environment in just 122 construction days. He walks through infrastructure limitations and survey-driven programming to deliver six functional zones — group study rooms, focused carrels, a social rocking-chair alcove, a meditation room, and a lounge with full kitchenette — and the lighting, finishes, sightlines, and furniture variety supporting diverse work styles and user well-being. He provides a practical roadmap for modernizing small, dated facilities into responsive contemporary spaces.

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10:10 – 10:35 AM Refreshment Break Ballroom Foyer
10:35 – 11:30 AM Concurrent Sessions
Forum A: Cost-effective targeted interventions deliver high-performing spaces in existing footprints
  • Melissa Burns | STANTEC ARCHITECTURE INC.
  • Rachel Tuttle | STANTEC ARCHITECTURE INC.
  • Jennifer Casasanto | Brown University School of Engineering
Details

Don’t settle for “quick fix” renovations that can limit long-term performance! Relatively small, well-considered moves can transform a project from basic accommodation into a cohesive, forward-looking environment. Presenters use a series of STEM renovation case studies, including Brown University, to demonstrate the decision-making criteria that reconcile program, circulation, and identity to turn constrained existing buildings into cohesive, high-performing academic environments. They illustrate the results including modernized laboratories, spatial relationships fostering student collaboration, intuitive wayfinding that contributes to improved user experience, and facilities well-positioned to evolve as needs change.

View session page

Forum D: Eleven years, zero shutdowns: Lessons from a multi-phase occupied renovation
  • Jeff Veilleux | The Whiting-Turner Contracting Company
  • Leon Auvil | Payette Associates Inc.
  • Jenn Crawford | Division of Capital Asset Management & Maintenance
  • Karim Abdul-Matin | Massachusetts Department of Public Health
Details

When a facility cannot go offline, renovation demands more than good design—it demands a delivery model built for sustained complexity. An occupied renovation spanning more than a decade, including high-containment laboratory environments, puts that model on full display. Speakers representing owner, user agency, designer, and construction manager walk through design strategies for a severely constrained facility, complex phasing and logistics, evolving project management approaches, and the communication and trust-building that kept the project moving through a global pandemic and beyond. They provide lessons learned on design flexibility, GMP development, project evolution, and management strategies required to address extensive unforeseen conditions.

View session page

Forum L: Decarbonization toolkit: Reaching climate ambitions for Brutalist and mid-century buildings
  • Carla Ceruzzi, AIA, LEED AP BD+C, NCARB, MCPPO | Sasaki
  • Alison Nash, AIA, LEED AP ID+C, CPHC, WELL AP | Sasaki
  • Tom Iskra, PE, LEED AP, MCPPO | BVH Integrated Services, a Salas O’Brien Company
* Presented at this time only
Details

This case study is a deep dive into how interdisciplinary collaboration from the start resulted in dramatic energy and carbon reductions for an existing Brutalist classroom building with historic designation. Presenters relate how the project team solved the challenge of delivering high-performance outcomes within the limited budget of a public project while maintaining the integrity of the architectural expression. They detail the iterative analysis that set up a former energy hog classroom building at UMass Dartmouth to achieve a significant 68% reduction in energy use intensity from 133 kBTU/sf/year to the predicted 40 kBTU/sf/year, and carbon savings of 63% with a customized bundle of strategies.

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11:30 – 11:45 AM Refreshment Break Ballroom Foyer
11:45 AM – 12:40 PM Concurrent Sessions
Forum B: Two-year construction cost outlook and bid strategies:
  • James Vermeulen, LEED AP, PQS | Vermeulens, Boston
  • Zachary Bergeron, LEED AP | Vermeulens, Boston
Details

With tariff policy and energy costs in flux and the Federal Reserve continuing rate changes, capital planners face a pressing question: How much escalation should owners budget for projects breaking ground in the next few years? The Vermeulens team analyzes leading indicators—equities, GDP, job creation, oil, lumber, copper, and steel—alongside construction volumes and labor productivity to model how tariff and monetary policy will reshape pricing structures. They deliver a regional construction labor weather map identifying where capacity is tightest, and two-year escalation scenarios by region. They illustrate practical methods for setting design, escalation, bidding, and construction contingencies and controlling delivered costs across micro and macroeconomic environments. 

View session page

Forum H: Modernizing existing facilities for the next generation: Dining, housing, and recreation
  • Sara Lappano, PE | AE Works
Details

Across higher education, institutions are rethinking how to modernize aging facilities without expanding their physical footprint. This session explores how comprehensive renovations— rather than new construction — can transform existing buildings into vibrant, efficient, and future-ready environments that meet the evolving expectations of today’s students. Through recent projects, Sarah Lappano demonstrates how revitalized dining, housing, and recreation facilities can maximize space utilization, enhance student engagement, and extend building life while dramatically improving operational performance. She highlights strategies for upgrading building systems, optimizing envelope performance, and aligning design solutions with long-term sustainability and maintenance goals. She provides insights into how adaptive reuse can deliver high-impact results that balance functionality, aesthetics, and institutional stewardship.

View session page

12:40 – 1:40 PM Hosted Lunch Ballroom
1:45 – 2:40 PM Concurrent Sessions
Forum G: From outdated to operational: Repurposing space for modern research
  • Leslie Jane Sims, AIA, LEED AP BD+C | AECOM
  • Johnny Tu Tran | AECOM
Details

The most unlikely existing spaces can become high-performing research environments when project drivers, existing conditions, and program priorities are aligned – what untapped value exists in your current portfolio? Presenters use multiple repurposing case studies to illustrate how vibration control, environmental stability, and phasing shape what is possible inside aging shells. They demonstrate how to perform rigorous evaluations including 3D scanning, condition assessment, and separating key requirements from "nice-to-have" to create a definitive programming strategy. They progress through construction-phase strategies for renovating older buildings without reliable as-builts: tactics for managing unforeseen conditions, controlling cost and schedule risk, and minimizing disruption inside occupied buildings throughout phased lab transformations and reactivation. 

View session page

Forum E: Reinvestment strategies for aging campus facilities: Frameworks for success
  • Cristianne Peschard, AIA | HGA Architects & Engineers
  • Michelle Miller, AIA | HGA Architects and Engineers
  • Janine Leary Murphy, MSFM | Boston University
  • Sharon A. Ames, AIA, LEED AP | Bowdoin College
Details

As institutions weigh renovation against new construction, strategic reinvestment in aging facilities offers a more sustainable, cost-effective, and faster path forward — especially on historic campuses where preserving building stock is an institutional priority. Presenters draw on six renovation projects including from Boston University and Bowdoin College to examine how requirements are reshaping facility investment decisions. They share frameworks for evaluating renovation versus replacement, describe technical, logistical, and financial strategies for extending the life of spaces, and outline how targeted upgrades support faculty recruitment. They deliver key investment criteria and decision rationales for other institutions managing aging portfolios.

View session page

2:40 – 2:55 PM Refreshment Break Ballroom Foyer
2:55 – 3:40 PM Concluding Session Pacific Ballroom
2:55 – 3:40 PM Town Hall Knowledge Roundup
  • Derek Westfall | Tradeline, Inc.
Details

This end-of-day session is where key ideas, new developments, and findings that have been revealed over the course of the entire two-day conference (including sessions you may have missed) get clarified, expanded upon, and affirmed or debated. This is also the opportunity to get answers from industry leaders and the entire audience to specific questions on key and challenging issues.  

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