Detailed Schedule

The Onsite Program is Now Available Here!


Tuesday, March 21
3:00 PM – 5:00 PM Registration Opens
Wednesday, March 22
7:30 AM – 6:30 PM Registration
7:30 AM – 6:30 PM Networking Room
8:00 AM – 11:15 AM Best Financial Practices Council (by invitation only)
9:30 AM – 1:00 PM Tax Director Meeting & Luncheon (corporate members only)
11:30 AM – 1:00 PM Senior Financial Officer Luncheon (corporate members only)


Gilbert Menna, Partner & Co-Chair-Real Estate & Real Estate Capital Markets Practice, Goodwin
11:30 AM – 1:00 PM General Counsel Luncheon (corporate members only)
1:15 PM – 2:45 PM Accounting Committee*
  • Non-GAAP measures beyond FFO
  • FASB agenda consultation
  • Implementation of new credit loss standard
  • Disclosure effectiveness project
Christopher Drula, VP-Financial Standards, NAREIT

David Augustyn, Partner-Deal Advisory, KPMG LLP
Brandon Landas, Partner-National SEC Department, BDO USA, LLP
G. Wyndham Smith, Partner, Deloitte LLP
George Yungmann, SVP-Financial Standards, NAREIT
3:00 PM – 4:30 PM Government Relations Committee*
  • Real estate consequences of fundamental tax reform
  • IRS officials on PLRs and Guidance Plan items
  • Current state of partnership tax audit guidance
  • Dodd-Frank reform/repeal
Rohn Grazer, Managing Director-Tax, Prologis, Inc.
Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.

Julanne Allen, Assistant to the Branch Chief-Financial Institutions & Products, Internal Revenue Service
Andrea Hofferson, Branch Chief-Financial Institutions & Products, Internal Revenue Service
Michael Novey, Associate Tax Legislative Counsel, U.S. Treasury Department
Ameek Ponda, Partner & Director- Tax Department, Sullivan & Worcester LLP
Donald Susswein, Principal, RSM US LLP

Staff Liaisons:
Catherine Barre, SVP-Policy & Politics, NAREIT
Dara Bernstein, SVP & Tax Counsel, NAREIT
Tony Edwards, EVP & General Counsel, NAREIT
Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT
4:30 PM – 6:00 PM Insurance Committee*
  • Cyber Security from a Washington Perspective
  • Policy/Legal Update
  • NAREIT Directors & Officers Liability Insurance Program with Arch
Michael Horvath, SVP-Risk Management, Simon Property Group, Inc.

Michael Chu, VP & National Practice Leader-REITs, Arch Insurance Group Inc.
Stephen Kelly, Director, Crystal & Co.
Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT
Ari Schwartz, Managing Director-Cybersecurity Services, Venable LLP
Howard Sider, Underwriting Manager-Executive Assurance, Arch Insurance Group Inc.
4:30 PM – 6:00 PM State & Local Tax Subcommittee*
  • Impact of tax reform on state and local taxes
  • State and local updates
  • Impact of BBA partnership audit rules
  • Addressing federal to state adjustments
  • Allocation of built-in gains among states
Joseph Gurney, Director, Deloitte LLP
Tracy Swearingen, SVP-Taxation, Duke Realty Corporation

Drew Adams, VP & Director-Tax, Public Storage
Sam Melehani, Tax Partner, PwC
Michele Randall, Tax Partner-Real Estate SALT Leader, EY
Scott Smith, National Technical Practice Leader-State & Local Tax, BDO USA LLP
6:00 PM – 7:30 PM Welcome Reception
*Open to all REITWise Registrants
Thursday, March 23
7:00 AM – 5:00 PM Registration
7:00 AM – 4:30 PM Networking Room
7:00 AM – 9:00 AM Networking Breakfast Buffet
8:00 AM – 9:30 AM General Session: State of the Capital Markets
  • Impact of Administration policy plans on the markets
  • Caps rates and stock multiples as the Fed increases rates
  • Outlook for 2017 strategic activity - more privatizations or public to public deals?
  • Credit landscape
  • Waiver discount as an alternative means to raise capital?
Steven Wechsler, President & CEO, NAREIT

Scott Eisen, Head-North American Real Estate, Citi

David Bouton, Managing Director, Citi
Charles Fitzgerald, Founder & Managing Partner, V3 Capital Management, L.P.
Diana Laing, CFO, American Homes 4 Rent
Jim Sullivan, President-Advisory & Consulting, Green Street Advisors
9:30 AM – 9:45 AM Networking Break
9:45 AM – 11:00 AM Concurrent Session 1: Partnership Planning & Pitfalls
  • UPREIT transactions under the 707/752 regulations
  • Preparing for the partnership audit rules
  • Planning for an avalanche of Subchapter K IRS guidance
  • Working with the proposed fractions rule guidance
Terence Cuff, Of Counsel, Loeb & Loeb LLP

Adam Cohen, SVP-Tax, iStar
Cameron Cosby, Partner, Hogan Lovells
Sanford Presant, Chairman-Real Estate Fund Practice Group, Greenberg Traurig, LLP
Andrea Whiteway, Principal, EY
9:45 AM – 11:00 AM Concurrent Session 2:
Deep Dive # 1: Implementing the Leases Standard
  • The Leases standard is around the corner; what will you do?
  • Accounting for CAM and other “non-lease” expenses
  • Information systems considerations
  • Are lessors/lessees trying to renegotiate current leases
Michael Walsh, SVP & CAO, Boston Properties, Inc.

Alexander Martin, Director-Capital Markets & Accounting Advisory Services, PwC
Scott Muir, Partner, KPMG LLP
Ross Prindle, Managing Director, Duff & Phelps
Jay Wages, Master Principal Sales Consultant, Oracle
9:45 AM – 11:00 AM Concurrent Session 3: SEC Legal Issues
  • CEO pay ratio and other disclosures
  • Guidance on claw backs
  • Proxy items and access
  • Universal ballots
Scott Fenster, SVP-Legal, Equity Residential

Michael Hermsen, Partner, Mayer Brown LLP
Carrie Ratliff, Partner, King & Spalding LLP
David Slotkin, Partner, Morrison & Foerster LLP
9:45 AM – 11:00 AM Concurrent Session 4: Trends
  • Outsourcing, process automation
  • Analytic tools
  • How changes in technology, demographics, federal policy and globalization may impact the real estate market
Joshua Herrenkohl, Principal-EY Global RHC Advisory Leader, EY

Meredith Darnall, VP-Creative & Brand Strategy, General Growth Properties, Inc.
Michael Marchuk, Advisory Partner Director, Blue Prism
Parimala Rao, SVP-Information Technology, SL Green
Ranjini Venkatesan, AVP-Analyst, Moody's Investor Services
9:45 AM – 11:00 AM Roundtable: Sustainability
  • Sustainability disclosure: discussion about how importance and content of sustainability disclosure is evolving for REITs
  • Valuation: do sustainability issues have an impact on the value of REITs? Can it be leveraged for valuation?
  • Sustainability as a risk mitigation
  • Balancing short-term stakeholder expectations with long-term value of having a robust sustainability strategy
Discussion Leaders:
Aaron Binkley, Director-Sustainability, Digital Realty
Daniele Horton, Head-Sustainability, Parkway Properties, Inc.
Fulya Kocak, VP-ESG Issues, NAREIT
11:00 AM – 11:15 AM Networking Break
11:15 AM – 12:30 PM General Session: State of the Real Estate Markets
  • Impact of the election on the real estate markets
  • Balance of supply and demand in major sectors
  • Demographic trends impacting tenant demands
Cedrik Lachance, Director-U.S. REIT Research, Green Street Advisors
Calvin Schnure, SVP-Research & Economic Analysis, NAREIT
John Worth, SVP-Research & Investor Outreach, NAREIT
12:30 PM – 1:45 PM Networking Lunch Buffet
1:45 PM – 3:00 PM Concurrent Session 1: FASB Update
  • Clarifying the definition of business
  • Accounting for partial sales of non-financial assets
  • Accounting for Hedges
Jon Clark, CFO, CAO & Treasurer, Gramercy Property Trust

Robert Barton, VP-Accounting Advisory, Chatham Financial
Jennifer Hillenmeyer, Partner, National Assurance, EY
Kirk Rogers, Partner, Grant Thornton LLP
1:45 PM – 3:00 PM Concurrent Session 2: Activist Investors
  • Who are they and what do they want?
  • Legal and management strategies in interacting with activists
  • Comparison with non-REIT activists
  • Who benefits from activist campaigns?
Mark Parrell, EVP & CFO, Equity Residential

Kevin Daniels, Mergers & Acquisitions Group-Head of Activism & Defense, Bank of America Merrill Lynch
Jonathan Litt, Founder & CIO, Land and Buildings
Gilbert Menna, Partner & Co-Chair-Real Estate & Real Estate Capital Markets Practice, Goodwin Procter LLP
Raymond Mertens Jr., VP, Dodge & Cox Investment Managers
1:45 PM – 3:00 PM Concurrent Session 3: REIT Tax Primer
  • Asset and income tests
  • UPREIT issues
  • Shareholder rules
  • Dealer sales
  • Best practices in implementation and operational issues
Lary Wolf, Partner, Roberts & Holland LLP

Kenneth Betts, Partner, Winston & Strawn LLP
Wendi Kotzen, Partner, Ballard Spahr LLP
Ameek Ponda, Partner & Director-Tax Department, Sullivan & Worcester LLP
Agnes Webb, VP-Tax Compliance, EdR
1:45 PM – 3:00 PM Concurrent Session 4: Risk Management Issues
  • Managing reputational risk
  • Role of Chief Audit Executives
  • Preparing for cybersecurity challenges
  • Interacting with the Board
Joann Cangelosi, Partner, Grant Thornton LLP

Lawrence Jones, Audit Committee Chair, Cole Credit Property Trust
Oliver Schmidt, Chief Audit Executive, QTS Realty Trust, Inc.
Ari Schwartz, Director-Cybersecurity Services, Venable LLP
3:00 PM – 3:15 PM Networking Break
3:15 PM – 4:30 PM Concurrent Session 1: Treasurer’s Topics
  • Safety of cash
  • Working with the Audit Committee
  • System conversions and updating
  • Block chain payments
Melissa Solis, VP & CAO, Federal Realty Investment Trust

Joseph Kennedy, Principal, PwC
Richard McCarthy, SVP-CRE Regional Sales Manager, U.S. Bank
Michelle Ngo, SVP & Treasurer, Kilroy Realty Corporation
3:15 PM – 4:30 PM Concurrent Session 2:
REIT Rivalry: Federal Tax Game Show
  • Planning for the distribution requirement
  • Practical REIT compliance issues
  • Recent IRS guidance
Michael Hurwitz, Partner-Real Estate Tax Advisory Services, Marks Paneth LLP

REIT Executives:
Gregory Imhoff, VP, General Tax Counsel & Corporate Secretary, InfraREIT, Inc.
Olivier Kolpin, VP-Tax, Sunstone Hotel Investors, Inc.
Roger Laty, VP-Tax, UDR, Inc.
Tracy Swearingen, SVP-Taxation, Duke Realty Corporation

REIT Advisors:
Lynn Kawaminami, Partner-Tax, Deloitte Tax LLP
David Levy, Partner, Skadden
John Napoli, Partner, Seyfarth Shaw LLP
Robert Schachat, Principal, EY
3:15 PM – 4:30 PM Concurrent Session 3: General Counsel Issues
  • Best practices in cyber security
  • Implementing SEC’s probable loss guidance
  • Litigation trends and managing outside counsel
  • Interfacing with your Board of Directors
Kay Tidwell, EVP & General Counsel, Hudson Pacific Properties, Inc.

Edmund DiSanto, EVP, CAO & General Counsel, American Tower Corporation
Thomas Leanse, Sr. EVP, Chief Legal Officer & Secretary, Macerich
Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.
3:15 PM – 4:30 PM Roundtable: Data Centers
  • Industry and Investor Relations Trends
  • Potential impact of legislation and regulations
Discussion Leaders:
Mark Jones, VP & Controller, CoreSite Realty Corporation
William Schafer, CFO, QTS Realty Trust, Inc.
Greg Vondervellen, SVP-Global Tax, Iron Mountain
4:30 PM – 5:30 PM Happy Hour
Friday, March 24
7:00 AM – 12:15 PM Registration
7:00 AM – 12:15 PM Networking Room
7:00 AM – 8:30 AM Networking Breakfast Buffet
8:00 AM – 9:15 AM General Session

Scottie Nell Hughes, Political Editor for, Host E-Alerts Daily News Briefs, and Political Contributor for CNN 2016 Election Coverage
Eugene Robinson, Washington Post columnist and MSNBC analyst
9:15 AM – 9:30 AM Networking Break
9:30 AM – 10:45 AM Concurrent Session 1: Implementing PATH Act Tax Changes
  • Preferential Dividend Rule
  • REIT Spin-offs
  • U.S. REIT Act
Mark Van Deusen, Principal, Deloitte LLP

A. Cristina Arumi, Partner, EY
Stephen Giordano, Principal, KPMG LLP
Adam Handler, Principal, PwC
9:30 AM – 10:45 AM Concurrent Session 2: Public Non-Listed REITs
  • New fee models: trailing commissions and interval funds
  • Future of DOL fiduciary rule under the Trump Administration
  • NASAA proposed limits on DPP investments
  • Wire house distribution models
Peter Fass, Partner, Proskauer Rose LLP

Ella Neyland, President, Steadfast Income REIT
Frank Saracino, CFO-Retail Companies, Colony NorthStar, Inc.
Leon Volchyok, Chief Securities Counsel, Blackstone Real Estate Income Trust, Inc.
9:30 AM – 10:45 AM Concurrent Session 3: SEC Financial Standards
  • Non-GAAP disclosure
  • Major issues in comment letters
  • An investor’s perspective of current financial reporting
Paul Nungester, SVP & Controller, Welltower, Inc.

Sonia Barros, Assistant Director-Division of Corporation Finance, Securities and Exchange Commission
Christine McElroy, Sr. Analyst-Retail, Citi
Christa Vesy, EVP & CAO, DDR Corp.
10:45 AM – 11:00 AM Networking Break
11:00 AM – 12:15 PM Concurrent Session 1:
Deep Dive #2: Implementing the Revenue Recognition Standard
  • SAB 74 Disclosures
  • Scoping Significant Accounts/Transactions
  • Accounting for Sales of Real Estate
  • Transition Methods and Practical Expedients
  • Internal Control Implications
Ermelinda Berberi, SVP & CAO, Paramount Group, Inc.

Christopher Harris, Partner, Deloitte LLP
Melanie Meretsky, Director-Financial Reporting, Taubman Centers, Inc.
Joseph Ottinger, VP-Financial Reporting, Host Hotels & Resorts, Inc.
11:00 AM – 12:15 PM Concurrent Session 2:
Case Study: Ventas’ Spin-off of Capital Care Properties
  • Evaluation of tax structuring issues
  • Implementation social/corporate culture issues
  • Strategy in completing SEC Form 10 and obtaining SEC approval
  • Lessons learned
Thomas Dorsey, Principal, Centerview Partners

Kristen Benson, EVP, General Counsel, & Corporate Secretary, Care Capital Properties, Inc.
Gregory Liebbe, SVP, CAO & Controller, Ventas, Inc.
Ian Nelson, Partner-RE/AM/BCM Team Leader, PwC
Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.
11:00 AM – 12:15 PM Concurrent Session 3: REIT Tax Big Brains Conversation
  • Subsidiary REITs
  • Constructive ownership and related party rents
  • Intangible assets
Scott Winer, SVP-Tax, Park Hotels & Resorts

Adam Feuerstein, Principal, PwC
Joseph Howe, Partner, Arnold & Porter, LLP
Christopher Mangin, Jr., Partner, Vinson & Elkins LLP
Ana O’Brien, Partner, Latham & Watkins LLP
11:00 AM – 12:15 PM Concurrent Session 4: PCAOB Issues
  • PCAOB Impact on Financial Executives
  • Latest developments in PCAOB Auditing Standard Setting
  • Center for Audit Quality initiatives
Merryl Werber, SVP-Financial Reporting, Kilroy Realty Corporation

Howard Garfield, SVP-Planning, CAO, Treasurer & Assistant Secretary, Monogram Residential Trust
Jan Herringer, Partner, BDO USA, LLP
Catherine Nance, Sr. Director-Professional Practice, Center for Audit Quality
12:15pm Program Concludes