Onsite Program
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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.
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*
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*
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*
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*
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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 |
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.
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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.
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View Faculty Biographies
8:00am – 11:15am Best Financial Practices Council (by invitation only)
Luncheons
9:30am – 1:00pm Tax Director Meeting & Luncheon (Corporate members only)
11:30am – 1:00pm Senior Financial Officer Luncheon (Corporate members only)
11:30am – 1:00pm General Counsel Luncheon (Corporate members only)
Committee Meetings
- 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
Panel Presentations and Supporting Materials
- Deloitte - Financial Instruments - FASB Makes Tentative Decisions About Purchased Credit-Impaired Assets
- Deloitte - Heads Up - FASB Amends Guidance on Classification and Measurement of Financial Instruments
- Deloitte - Heads Up - FASB Finalizing Credit Impairment Guidance
- EY - To the Point - FASB Makes Targeted Amendments to Guidance on Classifying and Measuring Financial Instruments
- EY - To the Point - Preparing for the New Credit Impairment Standard
- KPMG - Defining Issues - FASB Makes Impairment Transition and Disclosure Decisions
- KPMG - Defining Issues - FASB Nears Completion of FInancial Instruments Standards
- NAREIT Comment Letter on FASB Credit Losses Proposal
- NAREIT Comment Letter on FASB Recognition and Measurement Proposal
- PwC - Dataline - Credit Losses on Financial Assets
- PwC - In brief - Classification and Measurement FASB Issues Final Standard
- PwC - In brief - FASB Finalizes Effective Date for the Proposed Impairment Standard
- PwC - In depth - New Guidance on Recognition and Measurement to Impact Financial Instruments
Government Relations Committee Meeting
- 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
- IRS officials presentations
- Accounting for income taxes
Panel Presentations and Supporting Materials
- Accounting for Income Taxes - Slides
- Comparison of Proposed Solutions to Sales Tax Collection Disparity
- Economic Impact of Repealing IRC Section 1031 - Synopsis of EY Study (11-23-15)
- MIT - Characteristics for Depreciation in Commercial and Multi-Family Property
- NAREIT Alert (December 18, 2015)
- NAREIT Comments on HR 1 Re. Derivatives and Financial Products (3-18-15)
- NAREIT Submission on Congregate Care Definition (3-23-16)
- NAREIT Submission to SFC International Tax Reform Working Group (4-15-15)
- Office of Chief Council IRS Memorandum - ILM 201606027
- Private Letter Rulings for Government Relations Committee Meeting Discussion
- REIT Excerpts from Joint Committee Blue Book (3-14-16)
- Tax Consequence of Nonrecourse Carveouts
- The Economic Impact of Repealing or Limiting Section 1031 Like-Kind Exchanges in Real Estate Slides (7-9-15)
- Open Carry Laws –What REITs Need to Know
- Cyber Insurance – Where Are We? And What Lies Ahead?
- NAREIT Directors & Officers Liability Insurance Program with Arch
Panel Presentations and Supporting Materials
- Cyber Insurance - Where Are We What Lies Ahead - Slides
- D&O Liability Insurance Program - Slides
- GreenbergTraurig - Open Carry Laws - Slides
- National Flood Insurance Program (NFIP) - Slides
State & Local Tax Subcommittee Meeting
- 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
Panel Presentations and Supporting Materials
Sessions
- 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
Panel Presentations and Supporting Materials
- City of the Future - Sourcebook Slides
- Deloitte - Commercial Real Estate Redefined
- DUP - Business Ecosystems Come of Age
- DUP - the Future of Mobility - How Transportation Technology and Social Trends are Creating a New Business Ecosystem
- ULI Content - 2016 Sourcebook
- Pre-purchase assessments
- Asset management and sustainment programs
- Case studies
Panel Presentations and Supporting Materials
- Leases
- Revenue from contracts with customers
- Clarifying the definition of a business
- Consolidation
Panel Presentations and Supporting Materials
- Deloitte Heads Up - FASB Proposes Amendments to Clarify the Definition of a Business
- Deloitte Heads Up - FASB's Lease Standard Brings Most Leases onto the Balance Sheet
- Deloitte - Real Estate Spotlight - A Walk-Through of the FASBs New Leases Standard
- EY - Technical Line - Applying the New Revenue Recognition Standard to Sales of Real Estate
- EY - Technical Line - Final Standard on Leases is Taking Shape
- EY - Technical Line - Revenue Recognition - RealEstate
- Financial Standards Update Slide Deck
- KPMG - Defining Issues - FASB and IASB to Propose Amendments to Principal-Agent Guidance in Revenue Standard
- KPMG - Defining Issues - FASB Balloons Balance Sheet with New Lease Accounting Standard
- KPMG - Defining Issues - FASB Completes Technical Redeliberations on Leases
- KPMG - Defining Issues - FASB Finalizes One-Year Deferral of Revenue Standard
- KPMG - Defining Issues - FASB Proposes to Clarify the Definition of a Business
- KPMG - Defining Issues - FASB Proposes to Further Amendments to Revenue Standard
- KPMG - Defining Issues - FASB Redeliberates Revenue Guidance on Licensing and Performance Obligations
- KPMG - Defining Issues - FASB Sets 2019 Effective Date for New Leases Standard
- KPMG - Defining Issues - Revenue Transition Resource Group Discusses Nine Issues
- NAREIT EPRA Response on behalf of Investors and Property Sector Analysts to FASB and IASB Revised Leases Proposal
- NAREIT REESA Comment Letter to FASB and IASB on Consolidation Proposal
- NAREIT REESA Response to FASB and IASB Leases Revised Proposal
- NAREIT Response to FASB Identifying Performance Obligations Proposal
- NAREIT Response to FASB on Revised Leases Proposal
- NAREIT Response to FASB Proposal on Clarifying the Definition of a Business
- NAREIT Response to FASB Proposal on Deferral of Effective Date of Revenue from Contracts with Customers
- NAREIT Unsolicited Comment Letter to FASB on Accounting for Initial Direct Leasing Costs
- NAREIT Unsolicited Comment Letter to FASB on Lessee Accounting Redeliberations
Fixing a Hole Where the REIT Fell In
- 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
Panel Presentations and Supporting Materials
- Internal control issues (internal auditors, audit committee, cybersecurity challenges)
- Interacting with the Board
- Managing the legal department and coordinating with outside counsel
Panel Presentations and Supporting Materials
- Outline of Internal Controls Issues for General Counsel
- New Director Information
- Selected Principal Advantages of Being Formed as a Corporate or Trust REIT under Maryland Law
- Duties of Directors for NAREIT Panel
- Venable - Proxy Statements under Maryland Law (2-19-16)
- Venable - Supreme Court Looks to Citizenship of Shareholders of Maryland Title 8 REITs to Determine Diversity for Access to Federal Courts
- Proxy issues: lessons learns and what to expect in 2017
- ISS guidelines
- Investor perspectives
Panel Presentations and Supporting Materials
- Blackrock - Larry Fink 2016 Corporate Governance Letter to CEOs (2-1-16)
- Blackrock - Proxy Voting Guidelines for U.S. Securities
- City of New York Office of the Comptroller Boardroom Accountability Project 2016 Company Focus List
- Goodwin Procter - REIT Alert - Barbarians at the REIT Gates (2-4-15)
- Goodwin Procter - REIT Alert - Why Green Street Should Rethink Its One Size Fits All Position on Corp. Gov (6-1-15)
- House Democrats Call For SEC to Strengthen Disclosure Of Corporate Board Diversity (3-2-16)
- ISS - 2016 Americas Proxy Voting Guidelines Updates
- SEC Director Mary Joe White AICPA Keynote (12-09-15)
- SEC Staff Legal Bulletin Rule 14a-8 (10-22-15)
- Unite Here - Improving Corporate Governance at Hospitality REITs
- Unite Here - Stock Buybacks by Lodging REITs
- Private label securities
- FHLB membership
- GSE reform after 2016?
Panel Presentations and Supporting Materials
- Housing Finance Potpourri - Slides
- A More Promising Road to GSE Reform (3-22-16)
- Federal Housing Finance Agency (FHFA)’s Federal Home Loan Bank (FHLB) Membership Rule , February 12, 2016
- FAQs on FHFA Membership rule
- H.R. 3808, A bill to require the withdrawal and study of the Federal Housing Finance Agency’s proposed rule on Federal Home Loan Bank membership, introduced Rep. Luetkemeyer, Blaine (R-MO), October 22, 2015
- Prepared Remarks of Melvin L. Watt Director of FHFA at the Bipartisan Policy Center, February 18, 2016
- Urban Institute - A Progress Report on the Private Label Securities Market (3-8-16)
- Urban Institute - Delivering on the Promise of Risk Sharing (12-01-15)
- Urban Institute - A Glimpse at the Future of Risk Sharing (2-1-16)
- Canfield Press - Roadmap to GSE Reform Legislation (07-22-14)
- Reforming the U.S. Housing Finance System - An Evaluation of the Prospects for Reforming Fannie Mae and Freddie Mac
- New York Federal Reserve Study - A Private Lender Cooperative Model for Residential Mortgage Finance (August 2010)
Lunch General Session - State of the Real Estate Markets
Panel Presentations and Supporting Materials
- PCAOB Impact on Financial Executives
- Latest developments in PCAOB Auditing Standard Setting
- Center for Audit Quality initiatives
Panel Presentations and Supporting Materials
- Center for Audit Quality - Audit Quality Indicators Journey and Path Ahead 2016
- Compliance Week - Seven Habits of Effective Audit Fee Management - Robert Herz
- NAREIT Comment Letter on PCAOB Staff Consultation Paper Auditing Estimates and FV Measurements
- NAREIT Response to PCAOB Auditor Report and Other Information Proposal
- NAREIT Response to PCAOB Staff Consultation Paper - The Auditor's Use of the Work of Specialists
- PwC - In Brief - PCAOB adopts final rules to disclose name of partner and others on new form
- PwC - In brief - PCAOB paper on auditing estimates and fair value
- PwC - In brief - PCAOB seeks comment on auditor using work of specialists
- PwC - In brief - PCAOB seeks comment on potential audit quality indicators
- PwC - In brief - SEC considers changes to audit committe disclosure of auditor oversight
- 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
Panel Presentations and Supporting Materials
- DOL Proposed Rule Federal Register version (4-20-15)
- Historical PNLR Liquidity Events and Potential Liquidity Candidates
- NAREIT & PNLR Council Comment Letters (7-21-15)
- NAREIT PNLR Council Post Hearing Comment Letters (9-24-15)
- Public Non-Listed REITs - Slides
- SEC Investor Bulletin Regarding PNLRs (8-31-15)
- Thomas Sittema - Slides
Privatization Primer - Re-learning the Lessons from the 2005-07 Cycle
- Market checks by REIT boards
- Executive compensation and retention
- Special UPREIT considerations
- Strategic versus financial considerations
Panel Presentations and Supporting Materials
- Privatization Panel - Slides
- Wachtell, Lipton, Rosen, & Katz - REIT and Real Estate M&A in 2016 (1-7-16)
- Wachtell, Lipton, Rosen, & Katz - Taking REITs Private - The Playbook is Back in Play (10-18-15)
REIT Tax Issues When You Arrive at Work
- 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
Panel Presentations and Supporting Materials
- KPMG What's News in Tax - Updated Earnings and Profits Rules for REITs (2-15-16)
- Non-Customary Services Furnished By Taxable REIT Subsidiaries - Tax Notes 7-27-2015 p. 143
- REIT E&P Related Provisions from Enrolled Version PATH Act 2015
- REIT Tax Issues when you Arrive at Work - Slides
- REIT and Operating Partnership M&A Issues
- Can a REIT be a market leader with customary services?
- Managing REIT risk in non-controlled JVs
Panel Presentations and Supporting Materials
- Comment letters and how best to respond
- Clawback rule
- Pay ratio compensation rule
Panel Presentations and Supporting Materials
- Analysis of 2015 SEC Comment Letters on Form 10-Ks Filed by REITs - Slides
- Corporate Counsel - Supreme Court Guidance On Opinions in Registration Statements
- Deloitte - SEC Comment Letters Including Industry Insights
- Goodwin Procter Alert - SEC Adopts Final CEO Pay Ratio Disclosure Rule (8-19-15)
- Goodwin Procter Alert - SEC Proposes Hedging Policy Disclosure Rule (2-26-15)
- Goodwin Procter Alert - SEC Proposes Mandatory Incentive Compensation Clawback Rules (7-16-15)
- Goodwin Procter Response Letter to SEC Rule 3-14
- GreenbergTraurig Alert - SEC Adopts Regulation Crowdfunding to Facilitate Capital Raises (11-20-16)
- Hogan Lovells SEC Update (3-15-16)
- ISS Americas 2016 Proxy Voting Guidelines Updates
- ISS US Executive Compensation Policies FAQs (1-21-16)
- REITWise Comment Letters 2016
- SEC - Bank of America NAL (3-14-16)
- 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
Panel Presentations and Supporting Materials
- 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?
Panel Presentations and Supporting Materials
- Economic drivers for tax reform
- Political dynamics
- Possible paths toward reform
Panel Presentations and Supporting Materials
The Future of Financial Reporting
- SEC strategic plan
- FASB’s strategic plan
- Market preferences for Non-GAAP metrics
Panel Presentations and Supporting Materials
- EY - 2015 AICPA National Conference on Current SEC and PCAOB Developments (12-15-15)
- EY - Disclosure Effectiveness - What Companies can do Now
- EY - To the Point - SEC Seeks Feedback on Possible Changes to Audit Committee Disclosures
- SEC - Strategic Plan Fiscal Years 2014-2018
- Managing through capital market volatility
- Responding to discounted NAV valuations
- Cybersecurity and other technology risks
Panel Presentations and Supporting Materials
Roundtables
- PATH Act changes impacting timberland REITs
- Timberland REIT PLRs
- Definition of real estate under tax reform
Panel Presentations and Supporting Materials
- IRS - PLR 201602003
- IRS - PLR 201605005
- REIT Excerpts from Joint Committee Blue Book (3-14-16)
- W&M Committee Section by Section Summary of the Proposed PATH Act
View All Session Materials in a Single PDF
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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 |
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.
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
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
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.
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).
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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.
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. |