2016-03-30
2016-04-01
Marriott Marquis
No Address Washington D.C. No Postalcode
March 30 - April 1
Marriott MarquisWashington, D.C.

REITWise 2016

REITWise Conference 2016 Banner

 

Onsite Program

 

Hotel Information  /  Schedule  /  Prices & Policies  /  Questions?

 

REITWise 2016®: NAREIT's Law, Accounting & Finance Conference® provides attendees with a broad, yet focused educational program that presents a clear picture of current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.

REITWise is being held March 30 – April 1, 2016, at the Marriott Marquis Washington, DC.

 

 

  • Schedule at a Glance

     

     

     

    Tuesday, March 29
    3:00pm – 5:00pm Registration Opens
    Wednesday, March 30
    7:30am – 6:30pm Registration
    7:30am – 6:30pm Networking Room
    8:00am – 11:15am Best Financial Practices Council (by invitation only)
    9:30am – 1:00pm Tax Director Meeting & Luncheon (by invitation only)
    11:30am – 1:00pm Senior Financial Officer Luncheon (by invitation only)
    11:30am – 1:00pm General Counsel Luncheon  (by invitation only)
    1:15pm – 3:30pm Government Relations Committee*
    3:00pm – 4:30pm Accounting Committee*
    4:30pm – 6:00pm Insurance Committee*
    4:30pm – 6:00pm State & Local Tax Subcommittee*
    6:00pm – 7:30pm Opening Reception
    *Open to all REITWise Registrants
    Thursday, March 31
    7:00am – 4:00pm Registration
    7:00am – 4:00pm Networking Room
    7:00am – 9:00am Networking Breakfast Buffet
    8:00am – 9:30am General Session: State of the Capital Markets: End of the World (REM)
    9:30am – 9:45am Networking Break
    9:45am – 11:00am Concurrent Session 1: Fixing a Hole Where the REIT Fell In: Fixing a Hole (The Beatles)
    9:45am – 11:00am Concurrent Session 2: City of the Future: Somewhere Over the Rainbow (Israel Kamakawiwo’ole)
    9:45am – 11:00am Concurrent Session 3: The Future of Financial Reporting: When I’m Sixty-Four (The Beatles)
    9:45am – 11:00am Concurrent Session 4: Housing Finance Potpourri: Ka-Ching! (Shania Twain)
    9:45am – 11:00am Concurrent Session 5: Timberland REIT Roundtable: Timber (Pitbull)
    11:00am – 11:15am Networking Break
    11:15am – 12:30pm Concurrent Session 1: State and Local Taxes: Salt (Liz Wright)
    11:15am – 12:30pm Concurrent Session 2: Governance: Elected (Alice Cooper)
    11:15am – 12:30pm Concurrent Session 3: Tax Reform Debate: Take the Money and Run (Steve Miller Band)
    11:15am – 12:30pm Concurrent Session 4: Treasurer Takeaways: For The Love of Money (The O’Jays)
    12:30pm – 12:45pm Networking Break
    12:45pm – 2:30pm Lunch General Session: State of the Real Estate Markets: Our House (Crosby, Stills & Nash)
    2:30pm – 2:45pm Networking Break
    2:45pm – 4:00pm Concurrent Session 1: REIT Taxes All Around Us: Tax Man (The Beatles)
    2:45pm – 4:00pm Concurrent Session 2: Public Non-listed REITs: The Middle (Jimmy Eat World)
    2:45pm – 4:00pm Concurrent Session 3: SEC Legal Issues: Money (Pink Floyd) 
    2:45pm – 4:00pm Concurrent Session 4: PCAOB Issues: Who Are You (The Who) 
    2:45pm – 4:00pm Concurrent Session 5: Due Diligence: Taking Care of Business (Bachman-Turner Overdrive) 
    Friday, April 1
    7:30am – 12:15pm Registration
    7:30am – 12:15pm Networking Room
    8:00am – 9:15am Breakfast General Session: Breakfast at Tiffany’s (Deep Blue Something)
    9:15am – 9:30am Networking Break
    9:30am – 10:45am General Session: Privatization Primer - Re-learning the Lessons from the 2005-07 Cycle: Get Ready (Temptations)
    10:45am – 11:00am Networking Break
    11:00am – 12:15pm Concurrent Session 1: Financial Standards Update: I Don’t Want to Miss a Thing (Aerosmith)
    11:00am – 12:15pm Concurrent Session 2: REIT Tax Issues When You Arrive at Work: Every Day (Rascal Flatts)
    11:00am – 12:15pm Concurrent Session 3: General Counsel Perspectives: Lawyers, Guns and Money (Warren Zevon)
    12:15pm Program Concludes

  • Mobile App

    THE REITWise 2016 MOBILE APP IS NOW AVAILABLE!

    Stay organized and keep informed of any last-minute changes during REITWise by downloading the 2016 REITWise mobile app to your smartphone or tablet device. 

    Developed specifically to keep you on schedule and informed before, during and after the conference, the REITWise mobile app enables you to:

    • Create a custom schedule from multiple tracks.
    • Browse speakers and bookmark sessions.
    • Interactively locate meeting rooms on the map or right from event listings.
    • If you set up a profile within the app, you can network with fellow attendees.
    • Access social media to keep up on all the buzz surrounding REITs and REITWise, and much, much more.
    • And remain informed of any last-minute changes and alerts onsite.

    Download the App now

     

    For all web-enabled devices, including those listed above, enter https://eventmobi.com/rws2016/ to be automatically directed to the proper download version for your phone. 

    Should you have any questions, please contact websupport@nareit.com.

  • Questions



    Conference Registration
    Katelyn Rowland
    Director, Membership & Meetings
    202-739-9443
    krowland@nareit.com

    Afia Nyarko Boone
    Director, Membership & Meetings
    202-739-9433
    aboone@nareit.com

    Hotel Reservations
    Colette Harrington
    Staged Right Events
    954-404-8252
    colette@stagedrightevents.com

    Sponsorship
    Chris Flood VP, Business Development
    202-739-9412
    cflood@nareit.com

    Speakers
    Katelyn Rowland
    Director, Membership & Meetings
    202-739-9443
    krowland@nareit.com

    Overall Conference Issues
    Pam Coleman
    VP, Meetings
    202-739-9427
    pcoleman@nareit.com

  • REITWise 2016 News, Videos and Recap

    E.g., 2019-08-19
    No results found that match your search criteria.

  • Hotel and Destination Information

    Marriott Marquis Washington, DC

    901 Massachusetts Avenue NW
    Washington, DC 20001
    Phone: 202-824-9200
    * Please note this is the link to Marriott Marquis Washington, DC website. This is NOT the link to reserve your hotel room at the NAREIT group rate. You must first register for REITWise 2016® in order to book your hotel room. After your registration is confirmed, you will receive a confirmation e-mail that will contain the hotel reservation link.

    NAREIT Room Rate
    $329.00 Standard Guest Room (Single Occupancy)
    $339.00 Standard Guest Room (Double Occupancy)


    Hotel Cancellation Policy
    NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation) without penalty requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file.

    Any changes to your hotel reservation may be done on the Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

    NOTE: Hotel reservations at the group rate are subject to availability after Friday, March 4, 2016.

    Standard Room Amenities
    High-speed internet, cordless phones, and coffee-maker in all rooms and suites
    Climate control panels for personalized comfort
    Desk, writing / work, with ergonomic chair, and electrical outlet
    In-room safes

    Dining
    Anthem
    Serving: Breakfast & Lunch
    Dress attire: Casual

    The Dignitary
    Serving: Cocktails & Dinner
    Dress attire: Smart Casual

    High Velocity
    Serving: Lunch & Dinner
    Dress attire: Casual

    Starbucks
    Serving: Coffee
    Dress attire: Casual

    Fitness
    Washington Marriott Marquis also features an 8,000 sq ft bi-level complimentary fitness center. For more information, please visit Fitness online.

    Parking 
    Valet parking fee: $45.00 daily

    Pets 
    Washington Marriott Marquis does not allow pets.

    Airport Information
    Ronald Reagan Washington National Airport (DCA)
    Distance from hotel: 5.2 miles 
    Drive Time: 15 minutes

    Washington Dulles International Airport (IAD)
    Distance from hotel: 30 miles
    Drive Time: 45 min

    Baltimore–Washington International Airport (BWI)
    Distance from hotel: 30 miles
    Drive Time: 50 minutes

  • Webcasts

     

    Click here to login and view webcasts of sessions from REITWise 2016. 

    NOTE: To view the session webscasts, you must be a registered REITWise 2016 attendee or purchase the webcasts using the online order form here.

  • Prices & Policies

     

    Registration Pricing
    Registration fees include all educational sessions, the opening reception, refreshment breaks and meal functions.

    Registration Fees On or Before February 26, 2016    After February 26, 2016
    Corporate Member* $1,045 $1,145
    Individual Member $1,345 $1,445
    Tax Exempt Member $600 $700
    Non-Member** $2,045 $2,145

     
     
     
    Optional Spouse Registration Fees
    Full Spouse Registration
    Includes Opening Reception, Happy Hour, access to Networking Room and all meal functions    		 $275 $275
    Spouse Ticket for only the Wednesday Opening Reception $110 $110

    *Employees of a REIT or public real estate operating company (or its sponsor) that is a NAREIT member.

    **Employees and Officers of REITs (or their sponsors) that are not members of NAREIT may NOT attend this meeting as Non-Members. The REIT must be a NAREIT member.

     

    Conference Cancellation Policy
    All cancellations must be received in writing to Katelyn Rowland at krowland@nareit.com. Full conference refunds will be issued for cancellations received prior to Friday, February 26, 2016, less a $100 processing fee.

    No refunds will be granted after Friday, February 26, 2016.

    Hotel Cancellation Policy
    NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation) without penalty requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file.

    Any changes to your hotel reservation may be done on the Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

    NOTE: Hotel reservations are due no later than Friday, February 26, 2016, to receive the NAREIT group rate (pending availability).

  • Session Webcasts

    Session Webcasts are provided as a benefit to REITWiseTM attendees and purchasers of the Session Webcasts only. Permission is granted to registered REITWise attendees and REITWise Session Webcast purchasers to view the Sesison Webcasts for their personal use. Sharing Session Webcasts access information or materials to forward or provide copies to others is prohibited.  To purchase access to Session Webcasts please contact Member Services at websupport@reit.com.

     

  • 2016 REITWise Sponsorship Opportunites


     

    Now available! Opportunities are listed below. Should you be interested in securing one of these sponsorship opportunities, please complete the interest form. Click here. Upon receipt of your sponsorship interest form, a confirmation e-mail and contract will be prepared and sent to the sponsorship contact provided.

    Should you have any questions regarding these sponsorship opportunities, please to contact Chris Flood. Should you have questions concerning the online form or submission process, please contact Tracie Desjardins.

    REITWise 2016 will officially open on December 15. We encourage you to visit REIT.com at that time for additional meeting information. Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Monday, December 21.

  • Sourcebook

     

    The REITWise® Sourcebook is available in a complimentary downloadable format on NAREIT's Web site for registered attendees by clicking here.

    If you are having difficulty logging in to the REITWise Sourcebook, please feel free to contact Member Services at WebSupport@REIT.com.

    This Sourcebook is provided as a benefit to REITWise® attendees and purchasers of the Sourcebook only. Permission is granted to registered REITWise attendees and REITWise Sourcebook purchasers to download the Sourcebook materials for their personal use. Sharing Sourcebook access information or downloading Sourcebook materials to forward or provide copies to others is prohibited.

    If you did not attend REITWise® the Sourcebook materials are available for purchase here.

     

    If you have any questions regarding the REITWise Sourcebook, please feel free to contact websupport@reit.com or (202) 739-9400.

  • Register Now

  • Detailed Schedule

     

     

     

    Tuesday, March 29
    3:00pm – 5:00pm Registration Opens
    Wednesday, March 30
    7:30am – 6:30pm Registration
    7:30am – 6:30pm Networking Room
    8:00am – 11:15am Best Financial Practices Council (by invitation only)
    9:30am – 1:00pm Tax Director Meeting & Luncheon (Corporate members only)
    11:30am – 1:00pm Senior Financial Officer Luncheon (Corporate members only)

    Speaker:
    Ettore Santucci, Partner, Goodwin Proctor LLP
    11:30am – 1:00pm General Counsel Luncheon(Corporate members only)
    1:15pm – 3:30pm Government Relations Committee*
    • PATH Act recap, technical corrections & regulatory issues
    • Partnership tax audits after the 2015 budget bill
    • Current legislative tax issues
    • Treasury/IRS project on Congregate Care Facilities
    • ILM 201606027: “Bad Boy” guarantees and partnership allocations
    • IRS perspectives
    • Accounting for income taxes

    Co-Chairs:
    Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts, Inc.
    Rohn Grazer, Managing Director-Tax, Prologis, Inc.
    Brian Wood, SVP & CTO, Ventas, Inc.

    Panelists:
    Julanne Allen, Assistant to Branch Chief-FI&P, IRS
    Cathy Barre, SVP, Policy & Politics, NAREIT
    Dara Bernstein, VP & Sr. Tax Counsel, NAREIT
    Paul Chambers, Partner-Tax, KPMG LLP
    Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts, Inc.
    Tony Edwards, EVP & General Counsel, NAREIT
    James Finnerty, SVP-Tax, Forest City Realty Trust, Inc.
    Andrea Hoffenson, Branch Chief-FI&P, IRS
    Joseph Howe, Partner, Arnold & Porter LLP
    Richard Lipton, Partner, Baker & McKenzie, LLP
    Jack Miller, VP-Tax Planning, Ventas, Inc.
    Donald Susswein, Principal, Washington National Tax, RSM US LLP
     
    3:00pm – 4:30pm Accounting Committee*
    • Update on SASB Standard Setting
    • State of Real Estate Non-GAAP Reporting
    • FASB financial performance reporting research project
    • FASB financial instruments – recognition and measurement standard
    • FASB financial instruments – credit losses standard

    Co-Chairs:
    Glenn Cohen, EVP-CFO & Treasurer, Kimco Realty Corporation
    Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.
    Stephen Theriot, CFO, Vornado Realty Trust

    Moderator:
    Christopher Drula, VP-Financial Standards, NAREIT

    Panelists:
    Daniel Goerlich, Director, PwC
    Christopher Merchant, Partner, PwC
    Thomas Riesenberg, Consultant, Sustainability Accounting Standards Board
    Kirk Rogers, Partner, Grant Thornton LLP
    George Yungmann, SVP-Financial Standards, NAREIT
    4:30pm – 6:00pm Insurance Committee*
    • Open Carry Laws –What REITs Need to Know
    • Cyber Insurance – Where Are We? And What Lies Ahead?
    • National Flood Insurance Program–Legislative Update
    • NAREIT Directors & Officers Liability Insurance Program with Arch
    Chair:
    Michael Horvath, SVP-Risk Management, Simon Property Group, Inc.

    Panelists:
    Michael Chu, VP, Arch Insurance
    Stephen Kelly, Associate Director, Crystal & Company
    Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT
    James Schibuk, VP, Arch Insurance
    Carey Venditti, Shareholder, Greenberg Traurig, LLP
    Jeffrey Zaffino, Underwriting Manager, Arch Insurance
    4:30pm – 6:00pm State & Local Tax Subcommittee*
    • State Implications of the PATH Act: FIRPTA, built-in gains period reduction, statutory conformity (U.S. REIT Act provisions)
    • Proposed Legislation: CA (Prop 13 and related issues); HI (DPD Repeal); PA; and other states
    • Proposed Regulations: CA (dividend sourcing)
    • Franchise Tax Developments: PA; TN; and MO

    Co-Chairs:
    Joseph Gurney, Director-Multistate Tax, Deloitte
    Tracy Swearingen, SVP-Taxation, Duke Realty Corporation

    Moderator:
    Lisa Schmaltz, Director-Tax Accounting & REIT Compliance, Welltower, Inc.

    Panelists:
    Sean Kanousis, Principal, PwC
    Scott Smith, Partner, BDO USA, LLP
    Andrew VandenBrul, Partner-State & Local Tax, KPMG LLP
    6:00pm – 7:30pm Opening Reception
    *Open to all REITWise Registrants
    Thursday, March 31
    7:00am – 4:00pm Registration
    7:00am – 4:00pm Networking Room
    7:00am – 9:00am Networking Breakfast Buffet
    8:00am – 9:30am General Session: State of the Capital Markets: End of the World (REM)
    • Cap rates and stock multiples as the Fed increases rates
    • Outlook for 2016 strategic activity - more privatizations or public-to-public deals?
    • Credit landscape
    • More listed REITs from private equity, PNLR liquidity events and new entrants?

    Welcome:
    Steven Wechsler, President & CEO, NAREIT

    Moderator:
    Neil Wolitzer, Managing Director, Goldman Sachs & Co.

    Panelists:
    Thomas Carr, Managing Partner, Federal Capital Partners
    Ronald Dickerman, President & Founder, Madison International Realty
    Michael Nash, Executive Chairman of the Board of Directors, Blackstone Mortgage Trust, Inc.
    Sarah Wade, SVP & Sr. Research Analyst, Nuveen Asset Management
    9:30am – 9:45am Networking Break
    9:45am – 11:00am Concurrent Session 1: Fixing a Hole Where the REIT Fell In: Fixing a Hole (The Beatles)
    • Relief provisions in the real world
    • Re-electing REIT status after termination
    • Deficiency dividends
    • Closing agreements
    • Working through successor entity diligence, opinion, and liability issues

    Moderator:
    Craig Stern, EVP-Tax & Compliance, Vornado Realty Trust

    Panelists:
    Peter Genz, Partner-Tax, King & Spalding
    Leslie Honig, Sr. Program Specialist, IRS
    David Silber, Deputy Associate Chief Counsel, Financial Institutions & Products , Internal Revenue Service
    Dianne Umberger, Principal, EY
    9:45am – 11:00am Concurrent Session 2: City of the Future: Somewhere Over the Rainbow (Israel Kamakawiwo’ole)
    • Impact of innovation and technology on real estate
    • How disruptive start-ups like Airbnb and Uber will change the face of real estate
    • Multi-platform retailing

    Moderator:
    Stephen Theriot, CFO, Vornado Realty Trust

    Panelist:
    Eamonn Kelly, CMO, Deloitte Consulting LLP
    Anita Kramer, SVP Center for Capital Markets & Real Estate, Urban Land Institute
    Jesse Tron, VP-Communications, International Council of Shopping Centers
    9:45am – 11:00am Concurrent Session 3: The Future of Financial Reporting: When I’m Sixty-Four (The Beatles)
    • SEC strategic plan
    • FASB’s strategic plan
    • Market preferences for Non-GAAP metrics

    Moderator:
    George Yungmann, SVP-Financial Standards, NAREIT

    Panelists:
    Russell Golden, Chair, Financial Accounting Standards Board
    Wesley Bricker, Deputy Chief Accountant, U.S. Securities and Exchange Commission
    9:45am – 11:00am Concurrent Session 4: Housing Finance Potpourri: Ka-Ching! (Shania Twain)
    • Private label securities
    • FHLB membership
    • GSE reform after 2016?

    Moderator:
    Daniel Grattan, VP, Annaly Capital Management, Inc.

    Panelists:
    Christopher Brown, Staff to Representative Blaine Luetkemeyer, U.S. House of Representatives
    Anne Canfield, President, Canfield & Associates, Inc.
    Laurie Goodman, Director-Housing Finance Policy Center, Urban Institute
    John von Seggern, President & CEO, Council of Federal Home Loan Banks
    9:45am – 11:00am Concurrent Session 5: Timberland REIT Roundtable: Timber (Pitbull)
    • PATH Act changes impacting timberland REITs
    • Timberland REIT PLRs
    • Definition of real estate under tax reform
    Discussion leaders:
    Karen Balek, Sr. Director-Tax, Weyerhaeuser
    Scott Winer, VP-Taxes, Rayonier Inc.
    11:00am – 11:15am Networking Break
    11:15am – 12:30pm Concurrent Session 1: State and Local Taxes: Salt (Liz Wright)
    • Optimal structures for state investment
    • State apportionment/market sourcing
    • Unitary/combined reporting issues, particularly for UPREITs
    • Indirect taxes: sales/use tax; Hawaii GET; TRS services; gross receipts, LLC fees; business fees; transfer taxes; LA gross receipts
    • Ongoing federal/state nonconformity issues (NOLs; CODI; depreciation)
    • Audit update
    Moderator:
    William DeKlerk, Sr. Director-Tax, Essex Property Trust

    Panelists:
    Darren Chesser, Director-Tax, RLJ Lodging Trust
    Sam Melehani, Partner, PwC
    Michele Randall, Partner-Tax, EY
    11:15am – 12:30pm Concurrent Session 2: Governance: Elected (Alice Cooper)
    • Proxy issues: lessons learns and what to expect in 2017
    • ISS guidelines
    • Investor perspectives

    Moderator:
    Eric Kevorkian, SVP & Sr. Corporate Counsel, Boston Properties, Inc.

    Panelist:
    Donna Anderson, VP & Global Corporate Governance Analyst, T. Rowe Price Associates, Inc.
    Zachary Oleksiuk, Head-Corporate Governance & Responsible Investment-Americas, Blackrock
    Bruce Strohm, EVP & General Counsel, Equity Residential
    11:15am – 12:30pm Concurrent Session 3: Tax Reform Debate: Take the Money and Run (Steve Miller Band)
    • Economic drivers for tax reform
    • Political dynamics
    • Possible paths toward reform

    Moderator:
    Cathy Barre, SVP-Policy & Politics, NAREIT

    Panelists:
    Kenneth Kies, Managing Director, The Federal Policy Group (former Chief of Staff, Joint Committee on Taxation)
    Russell Sullivan, Partner, McGuire Woods (former Staff Director, Senate Finance Committee)
    11:15am – 12:30pm Concurrent Session 4: Treasurer Takeaways: For The Love of Money (The O’Jays)
     
    • Managing through capital market volatility
    • Responding to discounted NAV valuations
    • Cybersecurity and other technology risks
    Moderator:
    Kelly Shiflett, VP-Finance & Treasurer-Capital Markets, Washington REIT

    Panelist:
    Gregory Andrews, CFO, CyrusOne Inc.
    Finley Horner, VP-Treasury Sales, SunTrust Bank
    Mark Wallace, CFO & Treasurer, Communications Sales & Leasing, Inc.
    12:30pm – 12:45pm Networking Break
    12:45pm – 2:30pm Lunch General Session: State of the Real Estate Markets: Our House (Crosby, Stills & Nash)

    Speaker:
    Spencer Levy, Americas Head of Research, CBRE


    Spencer Levy
    2:30pm – 2:45pm Networking Break
    2:45pm – 4:00pm Concurrent Session 1: REIT Taxes All Around Us: Tax Man (The Beatles)
    • REIT and Operating Partnership M&A Issues
    • Can a REIT be a market leader with customary services?
    • Managing REIT risk in non-controlled JVs

    Moderator:
    Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.

    Panelists:
    Michael Brody, Partner, Latham & Watkins
    David Lee, Partner, KPMG LLP
    Kathy Miller, SVP-Financial Services & Tax, Regency Centers Corporation
    Andrew Needham, Partner, Cravath, Swaine & Moore
    2:45pm – 4:00pm Concurrent Session 2: Public Non-listed REITs: The Middle (Jimmy Eat World)
    • Trailing commissions and life after FINRA Notice 15-02
    • DOL fiduciary rule
    • NASAA proposed limits on DPP investments
    • Best practices in computing NAVs for customer account statements

    Moderator:
    Rosemarie Thurston, Partner, Alston & Bird LLP

    Panelists:
    David Lazarus, Sr. Managing Director, Eastdil Secured
    Ross Prindle, Managing Director, Duff & Phelps, LLC
    Thomas Sittema, CEO & President, CNL Financial Group
    2:45pm – 4:00pm Concurrent Session 3: SEC Legal Issues: Money (Pink Floyd) 
    • Comment letters and how best to respond
    • Clawback rule
    • Pay ratio compensation rule

    Moderator:
    Michael McTiernan, Partner, Hogan Lovells LLP

    Panelists:
    Sonia Barros, Assistant Director-Division of Corporation Finance, Securities and Exchange Commission
    Judith Fryer, Shareholder, Greenberg Traurig, LLP
    Jeffrey Miller, SVP, General Counsel & Secretary, Highwoods Properties, Inc.
    David Roberts, Partner, Goodwin Procter LLP
    2:45pm – 4:00pm Concurrent Session 4: PCAOB Issues: Who Are You (The Who) 
    • PCAOB Impact on Financial Executives
    • Latest developments in PCAOB Auditing Standard Setting
    • Center for Audit Quality initiatives
    Moderator:
    Lori Silverstein, VP & Controller, Boston Properties, Inc.

    Panelists:
    Robert Herz, Former Chair, Financial Accounting Standards Board
    Catherine Nance, Sr. Director-Professional Practice, The Center for Audit Quality
    Marc Panucci, Partner, PwC
    Melanie Pinto, Director-Accounting Policy, Annaly Capital Management, Inc.
    2:45pm – 4:00pm Concurrent Session 5: Due Diligence: Taking Care of Business (Bachman-Turner Overdrive) 
    • Pre-purchase assessments
    • Asset management and sustainment programs
    • Case studies

    Moderator:
    Steven Moore, Managing Director, KPMG LLP

    Panelists:
    Michael McGillis, Facility Assessor, Tetra Tech, Inc.
    Baris Ipeker, VP-Investments & Legal Counsel, Federal Realty Investment Trust
    Michael Rusche, Director-Asset Manager. EPR Properties
    Friday, April 1
    7:30am – 12:15pm Registration
    7:30am – 12:15pm Networking Room
    8:00am – 9:15am Breakfast General Session: Breakfast at Tiffany’s (Deep Blue Something)

    Speakers:

    E.J. Dionne, author, op-ed columnist for The Washington Post and Sr. Fellow, Brookings Institute
    William Kristol, editor of The Weekly Standard and political analyst

               
    E.J. Dionne         William Kristol
    9:15am – 9:30am Networking Break
    9:30am – 10:45am General Session: Privatization Primer - Re-learning the Lessons from the 2005-2007 Cycle: Get Ready (Temptations)
    • Market checks by REIT boards
    • Executive compensation and retention
    • Special UPREIT considerations
    • Strategic versus financial considerations

    Moderator:
    Alex Rubin, Managing Director, Moelis & Company

    Panelists:
    Dirk Aulabaugh, Managing Director-Consulting & Advisory, Green Street Advisors
    Adam Emmerich, Partner, Wachtell, Lipton, Rosen & Katz
    Jonathan Klassen, EVP & General Counsel, BioMed Realty Trust, Inc.
    Ann McCormick, former EVP, General Counsel & Secretary, Home Properties, Inc.
    10:45am – 11:00am Networking Break
    11:00am – 12:15pm Concurrent Session 1: Financial Standards Update: I Don’t Want to Miss a Thing (Aerosmith)
    • Leases
    • Revenue from contracts with customers
    • Clarifying the definition of a business
    • Consolidation
    Moderator:
    Christopher Drula, VP-Financial Standards, NAREIT

    Panelists:
    Christopher Dubrowski, Partner, Deloitte LLP
    Michelle Montes, Assurance Partner, EY
    Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.
    11:00am – 12:15pm Concurrent Session 2: REIT Tax Issues When You Arrive at Work: Every Day (Rascal Flatts)
    • Preferential Dividends Post PATH Act: Still Relevant
    • Impermissible Tenant Services Income
    • Managing Taxable Income: Accelerated Depreciation Post-PATH Act; Like Kind Exchanges; Repair Regulations; Etc.
    • Tax Automation: Monitoring REIT Compliance More Efficiently
    Moderator: 
    Carol Bradshaw, SVP-Tax, Westfield Corporation

    Panelists:
    Joshua Cox, VP-Tax, Tanger Factory Outlet Centers, Inc.
    Mark Patterson, VP-Taxation, Duke Realty Corporation
    Charles Temkin, Director, Deloitte LLP
    11:00am – 12:15pm Concurrent Session 3: General Counsel Perspectives: Lawyers, Guns and Money (Warren Zevon)
    • Internal control issues (internal auditors, audit committee, cybersecurity challenges)
    • Interacting with the Board
    • Managing the legal department and coordinating with outside counsel

    Moderator:
    Jeffery Curry, CLO, CBL & Associates Properties, Inc.

    Panelists:
    Elizabeth Abdoo, EVP, General Counsel & Secretary, Host Hotels & Resorts, Inc.
    James Hanks, Partner, Venable LLP
    Pamela Roper, SVP-General Counsel & Corporate Secretary, Cousins Properties
    George Schmidt, Member, Frost Brown Todd
    12:15pm Program Concludes

  • Education

     

    CPE/CLE Information

    Conference educational and networking activities are open only to registered attendees. Your badge is proof of registration and is required for admission to all conference activities and functions. There is an RFID tracking chip in each badge that will be used to track your session attendance and duration.

    Up to 19 hours of CPE credits are available

    Up to 17 hours of CLE credits are available*
    *Note: Available credit hours vary state to state.

    NAREIT is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website: www.learningmarket.org.

    NAREIT is a registered public accountant continuing education sponsor with the Illinois Department of Professional Regulation. NAREIT follows CE regulations as outlined in the California Accountancy Act. Up to 19 credits may be earned at REITWise 2016®: NAREIT's Law, Accounting & Finance Conference. This conference is an intermediate level course geared toward the tax, accounting, and special knowledge fields. The course presentation method is Group Live, and no advance preparation is required.

    For more information regarding administrative policies such as complaint and refund, please contact Katelyn Rowland at krowland@nareit.com or 202-739-9443.

    NASBACPE

  • Become a Sponsor

     

    If you are interested in sponsoring REITWise 2016, please view the Sponsorship Brochure and submit your Interest Form.

    For additional sponsorship information and questions, please contact Chris Flood, VP-Business Development, at 202-739-9412 or cflood@nareit.com.

  • Current Sponsors

    Platinum level:

  • Sourcebook 2016

    This Sourcebook is provided as a benefit to REITWiseTM attendees and purchasers of the Sourcebook only. Permission is granted to registered REITWise attendees and REITWise Sourcebook purchasers to download the Sourcebook materials for their personal use. Sharing Sourcebook access information or downloading Sourcebook materials to forward or provide copies to others is prohibited.  To purchase access to the Sourcebook please contact Member Services at websupport@reit.com.

  • REITwise Archive

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      JW Marriott Hill Country
      San Antonio, TX

    • REITwise: 2018 Law, Accounting & Finance Conference

      The Diplomat Beach Resort
      Hollywood, FL

    • REITWise 2017

      La Quinta Resort & Club
      La Quinta, CA

    • REITWise 2016

      Marriott Marquis
      Washington, D.C.

    • REITWise 2015

      JW Marriott Desert Ridge Resort & Spa
      Phoenix, AZ