2018-03-21
2018-03-23
The Diplomat Beach Resort
3555 S Ocean Dr, Hollywood FL 33019
March 21 - 23
The Diplomat Beach ResortHollywood, FL

REITwise: 2018 Law, Accounting & Finance Conference

Read the recap of this year's REITwise, and save the date for Nareit's REITwise: 2019 Law, Accounting & Finance Conference. 

Get up-to-speed with the current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.

Join more than 1,200 of your peers for this industry-leading event, March 21 – 23, at the beautiful Diplomat Beach Resort, Hollywood, FL.

You’ll benefit from:

  • A robust educational program that offers you the ability to earn up to 19.5 CPE or 17.5 CLE credits
  • Valuable insight from industry experts and the regulators, including the SEC, IRS, FASB, Green Street, ISS, CAQ, Citi, Cohen & Steers, and more
  • Fantastic networking opportunities, including a beachfront welcome reception, 5k fun run, yoga on the beach, and much more

Nareit members save more than 45 percent on registration. Join Nareit* to receive savings that almost cover the cost of your membership – plus you’ll get access to additional member benefits.  

The Diplomat Beach Resort will fill up quickly! Register today.

* If you are an employee of an organization that provides products and services to REITs or real estate companies, you may join Nareit as an individual member. Employees and officers of REITs (or their sponsors) that are not corporate members of Nareit may not attend this meeting as nonmembers. The REIT must be a Nareit corporate member.

  • Schedule

    Print

    Download the Onsite Agenda here.
    For more detailed onsite information download the Nareit Events app. Search "Nareit Events" in your app store then launch REITwise.

    Tuesday, March 20

    3:00 p.m. - 5:00 p.m. Registration

    Wednesday, March 21

    7:00 a.m. - 6:30 p.m. Registration
    7:00 a.m. - 8:30 a.m. 5k Fun Run
    7:30 a.m. - 8:30 a.m. Beach Yoga
    8:00 a.m. - 11:15 a.m. Best Financial Practices Council (By invitation only)
    11:30 a.m. - 1:00 p.m. General Counsel Luncheon (By invitation only)
    11:30 a.m. - 1:00 p.m. Senior Financial Officer Luncheon (Nareit corporate members only)

    Speaker:
    Andrew Beal, Sr. Manager, Advisory Services, EY
    11:30 a.m. - 1:00 p.m. Tax Directors' Luncheon (Nareit corporate members only)
    12:00 p.m. - 2:30 p.m. Multinational U.S. REIT Council (By invitation only)
    1:00 p.m. - 1:15 p.m. Networking Break
    1:15 p.m. - 2:45 p.m. Accounting Committee (open to all attendees)
    • Financial Standards agenda
    • IASB’s Primary Financial Statements project
    • FASB’s project, Improving the Accounting for Asset Acquisitions and Business Combinations
    • Cyber Security and Privacy
    Moderator:
    Christopher Drula, VP, Financial Standards, Nareit

    Panelists:
    Nancy Anderson, CFO & VP-Financial Reporting, Real Property Association of Canada
    Charles Barley, Director, Risk Advisory Services, RSM US LLP
    Ross Prindle, Managing Director, Global Practice Leader, Real Estate Advisory Group, Duff & Phelps
    George Yungmann, SVP, Financial Standards, Nareit
    2:45 p.m. - 3:00 p.m. Networking Break
    3:00 p.m. - 4:30 p.m. Government Relations Committee (open to all attendees)
    • Internal Revenue Service Perspectives
    • South Dakota v. Wayfair, Inc.: U.S. Supreme Court E-fairness case
    • Housing Finance Developments
    • Review of 2018 Elections and Impact on Legislation
    • SEC Issues
    Panelists:
    Julanne Allen, Assistant to the Branch Chief-Financial Institutions & Products, Internal Revenue Service
    Catherine Barre, SVP, Policy & Politics, Nareit
    Dara Bernstein, SVP & Sr. Tax Counsel, Nareit
    Tony Edwards, EVP & General Counsel, Nareit
    Andrea Hofferson, Branch Chief-Financial Institutions & Products, Internal Revenue Service
    Victoria Rostow, SVP, Policy & Regulatory Affairs, Nareit
    4:30 p.m. - 4:45 p.m. Networking Break
    4:45 p.m. - 6:15 p.m. Insurance Committee (open to all attendees)
    • 2017 Natural Disasters and the Financial Impact on Commercial Property Insurance
    • Tax Reform: Impact on Captive Insurance Companies
    • Nareit Directors & Officers Liability Insurance Program

    Chair:
    Michael Horvath, SVP, Risk Management, Simon Property Group, Inc.

    Panelists:
    Jeffrey Alpaugh, Global Real Estate & Hospitality Practice Leader, Marsh
    Ryan Barber, Managing Director, Marsh
    Ray Beeman, Partner, Washington Council Ernst & Young
    Michael Chu, VP, Arch Insurance Group
    Paul Foye, Managing Director, Marsh
    Stephen Kelly, Director, Crystal & Company
    Howard Sider, Underwriting Manager, Arch Insurance Group

    4:45 p.m. - 6:15 p.m. State & Local Tax Subcommittee (open to all attendees)
    • Implications of Federal Tax Reform on State and Local Tax
    • State and Local Tax Legislative/Judicial Updates
    • State and Local Tax Planning Issues
    Co-Chairs:
    Joseph Gurney, Director, Deloitte Tax LLP
    Tracy Swearingen, SVP-Taxation, Duke Realty Corporation

    Moderator:
    Marie Conroy, SVP, Tax, Equity Lifestyle Properties, Inc.

    Panelists:

    Rachel Kelly, Partner, PwC
    Fatin Omar, Sr. Manager, Deloitte LLP
    Scott Smith, National Technical Practice Leader- State & Local Tax, BDO USA LLP
    Michael Wanroy, Sr. Tax Manager, RSM US LLP
    6:00 p.m. - 7:30 p.m. Opening Reception

     

    Thursday, March 22

    7:00 a.m. - 4:00 p.m. Registration
    7:00 a.m. - 9:00 a.m. Networking Breakfast
    8:00 a.m. - 9:30 a.m. General Session: State of the Capital Markets
    • Market impact of tax reform and Administration policy plans
    • Influence of passive investing
    • Shifting consumer habits’ impact on real estate
    • Credit landscape
    Moderator:
    Jason Kushner, Managing Director-Capital Markets, PNC

    Panelists:
    Laurel Durkay, SVP, Portfolio Manager, Cohen & Steers Capital Management
    John Guarnera, Financials Analyst, BlueBay Asset Management
    John Ockerbloom, US Head of Real Estate, Gaming & Lodging, Jefferies LLC
    Julian Whitehurst, President & CEO, National Retail Properties
    9:30 a.m. - 9:45 a.m. Networking Break
    9:45 a.m. -11:00 a.m. General Session: Dividends Through Diversity
    • The importance of diversity and inclusion from a legal and business perspective
    • Common barriers to diversity and inclusion in the workforce and on boards
    • Best practices for building a diverse and inclusive workforce and board
    Moderator:
    Bonnie Gottlieb, SVP, Member & Industry Affairs, Nareit

    Panelists:
    Denise Dank, SVP-Chief HR Officer, Duke Realty Corporation
    Keisha-Ann Gray, Partner, Proskauer
    Edward Nekritz, Chief Legal Officer & General Counsel, Prologis, Inc.
    11:15 a.m. - 12:30 p.m. Concurrent Session 1: State of Non-GAAP Reporting
    • FASB Financial Performance Project
    • CAQ REIT Non-GAAP Roundtable
    Moderator:
    Serena Wolfe, Partner, EY

    Panelists:
    Matthew DiLiberto, CFO, SL Green Realty Corp.
    Cindy Fornelli, Executive Director, Center for Audit Quality
    Christine McElroy, Sr. Equity Research Analyst, Citi
    Marc Siegel, Board Member, Financial Accounting Standards Board
    11:15 a.m. - 12:30 p.m. Concurrent Session 2: REIT Operational/Practical Tax Issues
    • Managing REIT taxable income
    • Taxable REIT subsidiaries
    • Monitoring REIT compliance
    • Best practices
    Moderator:
    Scott Winer, SVP, Tax, Park Hotels & Resorts

    Panelists:
    William DeKlerk, VP, Tax, Essex Property Trust, Inc.
    Kristin Myers, VP, Tax, Cousins Properties
    Maura Wheet, VP, Boston Properties, Inc.
    Lorraine White, Partner, Grant Thornton LLP
    11:15 a.m. - 12:30 p.m. Concurrent Session 3: Corporate Governance
    • Proxy season issues, including Bylaw changes
    • Working with activist investors
    • Board meetings with major investors
    • Say-on-Pay disclosures
    Moderator:
    Adam Emmerich, Partner, Wachtell, Lipton, Rosen & Katz

    Panelists:
    James Hanks, Partner, Venable LLP
    Peter Kimball, Head of Advisory & Client Services, ISS Corporate Solutions
    Mneesha Nahata, VP, Corporate Legal, American Tower Corporation
    Zach Oleksiuk, Managing Director, Evercore
    12:30 p.m. - 12:45 p.m. Networking Break

    12:45 p.m. - 2:30 p.m.

    Lunch General Session: State of the Real Estate Markets
    • How long will the economic expansion last?
    • Projected movement in rates
    • Structural trends in real estate markets
    Speaker:
    Constance Hunter, Chief Economist, KPMG LLP
    2:30 p.m. - 2:45 p.m. Networking Break
    2:45 p.m. - 4:00 p.m. Concurrent Session 1: SEC & PCAOB Topical Issues
    • SEC Comment Letters
    • SEC proposal to simplify and modernize disclosure
    • PCAOB standard setting update including changes to the auditor report
    Moderator:
    Keri Shea, SVP, Finance & Treasurer, AvalonBay Communities, Inc.

    Panelists:
    Hero Alimchandani, Managing Director, Deloitte LLP
    Sonia Barros, Assistant Director, Division of Corporation Finance, Securities and Exchange Commission
    Michael Gallagher, SVP, CAO, Camden Property Trust
    Jan Herringer, National Assurance Partner, BDO USA LLP
    2:45 p.m. - 4:00 p.m. Concurrent Session 2: Partnership Tax Potpourri
    • Partnership audits rules: ready or not
    • Life after no bottom dollar guaranties
    • LTIPs after tax reform
    • Calculating partner distributions
    Moderator:
    Kathleen Courtis, SVP, Taxation, GGP Inc.

    Panelists:
    Edward Glazer, Of Counsel, Goodwin
    Richard Lipton, Partner, Baker McKenzie
    Mark Patterson, VP, Taxation, Duke Realty Corporation
    James Sowell, Principal, KPMG LLP
    2:45 p.m. - 4:00 p.m. Concurrent Session 3: General Counsel Panel
    • Best practices in cyber security
    • ADA and other litigation trends
    • Interfacing with the Board
    Moderator:
    Paula Maggio, former EVP-General Counsel & Secretary, RPAI

    Panelists:
    Taryn Fielder, SVP, General Counsel & Corporate Secretary, Washington REIT
    Gage Johnson, General Counsel, Paramount Group,Inc.
    Deborah Marson, EVP, General Counsel, and Secretary, Iron Mountain
    Michael Pfeiffer, EVP, General Counsel, Realty Income Corporation

    4:00 p.m.- 5:00 p.m.

    Networking Happy Hour

     

    Friday, March 23

    7:30 a.m. - 12:30 p.m. Registration
    7:30 a.m. - 12:30 p.m. Networking Room
    8:00 a.m. - 9:30 a.m. Breakfast General Session

    Speakers:

    Jason Chaffetz, Contributor, Fox News
    Juan Williams, Political Analyst, Fox News
    9:30 a.m. - 9:45 a.m. Networking Break
    9:45 a.m. - 11:00 a.m. Concurrent Session 1: REITs Investing outside the U.S.
    • Post-tax reform planning
    • Navigating in Europe post-BEPS
    Moderator:
    Mark Roberson, Controller, REIT Tax Compliance, Simon Property Group, Inc.

    Panelists:
    Alysia Goodnight, VP, Worldwide Tax, Hines Global REIT, Inc.
    Rohn Grazer, Managing Director, Prologis, Inc.
    Kelly Nobis, Principal, PwC
    Bartjan Zoetmulder, Tax Partner, Loyens Loeff N.V.
    9:45 a.m. - 11:00 a.m. Concurrent Session 2: New Leases and Revenue Recognition Standards
    • Lease implementation issues
    • Lessons learned from implementing the revenue recognition standard
    Moderator:
    Janet Menko, Director, GAAP Center of Excellence, Forest City Realty Trust, Inc.

    Panelists:
    Steve Broadwater, SVP & CAO, Simon Property Group, Inc.
    Kristie Hepburn, SVP & Director-Accounting Policy, SL Green Realty Corp.
    Kristen Naughton, Sr. Director-Financial Reporting and Technical Accounting, Aimco
    Cullen Walsh, Partner, Grant Thornton LLP
    9:45 a.m. - 11:00 a.m. Concurrent Session 3: Treasurer’s Vault
    • Balance sheet strategies
    • Current rating agency views
    • Current hedging strategies
    Moderator:
    Angela Aman, EVP & CFO, Brixmor Property Group Inc.

    Panelists:
    DJ Busch, Managing Director, Green Street Advisors
    Gavin Duckworth, Director-Hedging and Capital Markets, Chatham Financial
    Ana Lai, Sr. Director and Analytical Manager, S&P Global Ratings
    David Point, Sr. Manager, Corporate Finance, Host Hotels & Resorts, Inc.

    11:15 a.m. - 12:30 p.m.

    Concurrent Session 1: Financial Reporting Priorities in the SEC’s Office of the Chief Accountant

    Moderator:
    Christopher Drula, VP, Financial Standards, Nareit

    Panelist:
    Sagar Teotia, Deputy Chief Accountant, Securities and Exchange Commission

    11:15 a.m. - 12:30 p.m.

    Concurrent Session 2: Tax Reform
    • Use of different entities in post-reform world
    • Like kind exchanges with associated personal property
    • Earnings & profits and distribution issues
    • CRE market changes with new interest limits
    Moderator:
    Tony Edwards, EVP & General Counsel, Nareit

    Panelists:
    Ray Beeman, Partner, Washington Council Ernst & Young
    Jeffrey Clark, SVP, Tax & JV Accounting, Host Hotels & Resorts, Inc.
    Harold Hancock, Partner, McGuireWoods LLP
    Lynn Kawaminami, Partner, Deloitte Tax LLP

    11:15 a.m. - 12:30 p.m.

    Concurrent Session 3: The Future is Now, or at Least Around the Corner
    • The Impact of Artifical Intelligence and Robotics on Real Estate

    Moderator:
    Ian Kaufman, SVP & CAO, Equity Residential

    Panelists:
    Rich Hughes, Head of Data Science, RealPage, Inc.
    Tim Mueller, Partner & US Real Estate Advisory Leader, PwC

    11:15 a.m. - 12:30 p.m.

    Concurrent Session 4: SEC Legal Issues
    • Staff Legal Bulletin 141 regarding 14a-8 review
    • Significant tenants/concentration and financial statement requirements
    • Preparing for upcoming 10-K disclosures related to revenue recognition standard
    • Effective practices for board oversight of cybersecurity risks after recent SEC guidance
    Moderator:
    Michael McTiernan, Partner, Hogan Lovells

    Panelists:
    Alice Connaughton, Shareholder, Greenberg Traurig, LLP
    Lily Hughes, SVP, Chief Legal Officer & Corporate Secretary, Public Storage
    Eric Kevorkian, SVP, Sr. Corporate Counsel, Boston Properties, Inc.
    Telisa Schelin, Chief Legal Officer, EVP & Secretary, TIER REIT Inc.

    12:30 p.m.

    Program Concludes

    *NOTE: This schedule is subject to change.

  • Prices & Policies

    Registration Pricing

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

    Registration Fees On or Before Feb. 16, 2018 After Feb. 16, 2018
    Corporate Member* $1,245  $1,345
    Individual Member  $1,545   $1,645
    Tax Exempt Member $600  $700
    Non-Member** $2,495 $2,595
    Optional Registration Fees     
    Full Spouse Registration***  $275 $275
    Spouse Reception Ticket $110 $110
    Additional Registration Options    
    Tax Directors’ Luncheon* $130 $140
    SFO Luncheon*  $130 $140
    General Counsel Luncheon* $130 $140
    5k Fun Run $20 $20
    Beach Yoga $20 $20

     

    *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.

    ***Full Spouse registration includes Opening Reception, Happy Hour, access to Networking Room and all meal functions

    Conference Cancellation Policy
    All cancellations must be received in writing to Katelyn Rowland at krowland@nareit.com. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Friday, Feb. 16, 2018.
    No refunds will be granted after Friday, Feb. 16, 2018.

    Conference Attire
    The conference attire is resort casual.

  • Attendee Roster

    To view the REITwise 2018 attendee roster, please log in below. Once you are logged in, the REITwise 2018 attendee roster will appear containing the name and company for all individuals registered to attend REITwise 2018. If you do not have a user name and password, you can create a new account at which time you will be able to view the roster.

  • Hotel Information

    Host Hotel: (sold out)
    The Diplomat Beach Resort
    3555 S Ocean Dr
    Hollywood, FL 33019

    Additional Hotel: (sold out)
    DoubleTree Resort by Hilton Hollywood Beach
    4000 S Ocean Dr
    Hollywood, FL 33019

    Please contact Lacey Rimoli-Wiesel at lacey@stagedrightevents.com for lodging assistance.

    Nareit Room Rates:
    The Diplomat Beach Resort
    $389.00 – standard

    DoubleTree Resort by Hilton Hollywood Beach
    $349.00 – standard

    Hotel Reservation Policy
    In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. If a hotel room is reserved, but the individual is not registered for the conference, the hotel reservation will be canceled, and their deposit will be forfeited. Should you have questions regarding the hotel, contact Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. You can reach Staged Right Events offices by calling 954-404-8252. Please do not contact the hotel directly.

    Hotel reservations at the group rate are subject to availability after Friday, Feb. 16, 2018.
    Note: All room reservations will be charged a one-night, non-refundable deposit at the time of reservation request. Hotel reservations are due no later than Friday, Feb. 16, 2018, to receive the group rate (pending availability).

    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 lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

  • Sponsorship Opportunities

    Thank you for your interest in sponsorship at Nareit’s REITworld. Explore the available sponsorship opportunities below. To secure a sponsorship, complete the sponsorship interest form. Upon receipt of your sponsorship interest form, a confirmation email 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 Betts.

    Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Tuesday, Dec. 19. We encourage you to visit reit.com at that time for additional meeting information.

  • 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 19.5 hours of CPE credits are available

    Up to 17.75 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 19.5 credits may be earned at REITwise 2018®: 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.

  • Sourcebook

     

    The REITwise® Sourcebook is available in a complimentary downloadable format on Nareit's website 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 member@nareit.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 view and 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.

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

  • Contact Us

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

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

    Hotel Reservations
    Lacey Rimoli-Wiesel
    Staged Right Events
    954-404-8252
    lacey@stagedrightevents.com

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

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

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