Marriott Marquis Washington, DC
April 1 — 3, 2020
Event description

Nareit has made the decision to cancel its upcoming REITwise 2020 meeting, scheduled for April 1-3 at the Marriott Marquis Hotel in Washington, DC.

Yesterday, DC Mayor Muriel Bowser declared both a state of emergency and a public health emergency related to the COVID-19 virus, effective immediately. Also yesterday, the DC Department of Health recommended that non-essential mass gatherings, including conferences and conventions, be postponed or cancelled through March 31. Given these developments related to the emergence of COVID-19, Nareit believes it is no longer safe, healthy, advisable or sensible to proceed with the meeting as scheduled.

Given the high difficulty of satisfactorily rescheduling REITwise later this year and the inherent limitations associated with Nareit successfully replicating the meeting electronically, Nareit will fully refund fees already paid by registrants and sponsors in the coming days.If you have a hotel reservation at the Marriott Marquis which was not previously cancelled by you, it now will be automatically cancelled and any already paid fees will be refunded.

Should you have any questions, please feel free to contact Pam Coleman, Nareit’s SVP of Meetings at or members of her team, Katelyn Rowland ( or Afia Boone (

We will certainly miss REITwise this year and we are very sorry that you will, too. We look forward to seeing you at other Nareit meetings later in the year as well as at REITwise 2021, which will take place at the La Quinta Resort & Club on March 23-25 in La Quinta, CA.


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Wednesday, April 1

7:30 a.m. - 6:30 p.m. Registration
7:30 a.m. - 6:30 p.m. Networking Room
9:00 a.m. - 11:15 a.m. Best Financial Practices Council (invitation only)
11:30 a.m. - 1:00 p.m. General Counsel Luncheon (Nareit corporate members only)
11:30 a.m. - 1:00 p.m. Senior Financial Officer Luncheon (Nareit corporate members only)
11:30 a.m. - 1:00 p.m. Tax Director's Luncheon (Nareit corporate members only)
1:00 p.m. - 1:15 p.m. Networking Break
1:15 p.m. - 2:45 p.m. Accounting Committee


Christopher Drula, SVP, Financial Standards, Nareit

Nancy Anderson, VP, Financial Reporting & CFO, REALPAC
Gavin Duckworth, Director, Global Real Estate, Chatham Financial
Ross Prindle, Managing Director & Global Practice Leader, Duff & Phelps
Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit
2:45 p.m. - 3:00 p.m. Networking Break
3:00 p.m. - 4:30 p.m. Government Relations Committee


Bernard Audet, Jr., Assistant to the Branch Chief, Internal Revenue Service
Andrea Hoffenson, Branch Chief, Internal Revenue Service
Karl Smith, VP, Federal Tax & Economic Policy, Tax Foundation
4:30 p.m. - 4:45 p.m. Networking Break
4:45 p.m. - 6:15 p.m. Insurance Committee


Karissa O'Keefe, AVP, Arch Insurance Group Inc.

Timothy Crowley, First VP, Alliant Insurance Services
Brian Dunphy, SVP & Managing Director, Alliant Insurance Services
Stephen Kelly, Account Executive, Alliant Insurance Services
Howard Sider, AVP, Arch Insurance Group Inc.
4:45 p.m. - 6:15 p.m. State & Local Tax Subcommittee


Nabil Andrawis, EVP & Director, Taxation, Lexington Realty Trust

Sam Melehani, Partner, PwC
Raymond Melone, Principal, Ryan LLC
Michele Randall, Partner, EY
Michael Wanroy, Sr. Tax Manager, RSM US LLP
6:15 p.m. - 7:30 p.m. Opening Reception

Thursday, April 2

6:00 a.m. - 7:00 a.m. SoulCycle® ride (optional event)
6:00 a.m. - 7:00 a.m. Yoga (optional event)
7:00 a.m. - 4:30 p.m. Registration
7:00 a.m. - 4:30 p.m. Networking Room
7:00 a.m. - 8:30 a.m. Networking Breakfast
8:00 a.m. - 9:30 a.m. General Session: State of the Capital Markets
  • Capital markets during an election year
  • What will listed REITs do with their NAV premiums?
  • Managing balance sheets in uncertain times
Billy Wright, Managing Director, Wells Fargo Securities

Justin Brown, Managing Director, Advisory & Consulting, Green Street Advisors
Kimberly Chan, VP, AllianceBernstein
Jay Johnson, CFO, Lamar Advertising Company
Gina Szymanski, Director & Portfolio Manager, AEW Capital Management
9:30 a.m. - 9:45 a.m. Networking Break
9:45 a.m. - 11:00 a.m. Concurrent Session 1: REIT Operational Tax Issues
  • REITs competing with shared working and living arrangements
  • Tax provision challenges
  • Partnership compliance and reporting
Puneet Sharma, Global Director, Tax, W. P. Carey Inc.

Mario Fulgieri, SVP, Tax, Paramount Group, Inc.
Stephen Giordano, Principal, Washington National Tax, KPMG LLP
Ashley Peeper, VP, Tax, Xenia Hotels & Resorts, Inc.
9:45 a.m. - 11:00 a.m. Concurrent Session 2: Issues Tackled by General Counsels
  • Business judgment rules applied
  • Recent Caremark standard cases on managing risk
  • Crisis management plans
  • Annual Board and committee self-evaluations
Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT

Erica Borenstein, General Counsel, Farmland Partners Inc.
Edward Schulman, EVP, General Counsel & Secretary, AvalonBay Communties, Inc.
Jim Snyder, EVP & Chief Legal Officer, Americold Realty Trust
Adina Storch, EVP, General Counsel, Chief Compliance Officer & Corporate Secretary, Cedar Realty Trust, Inc.
9:45 a.m. - 11:00 a.m. Concurrent Session 3: What’s on The Minds of SEC & FASB Leadership

Julie Swinehart, EVP, CFO & Treasurer, RPAI

Shayne Kuhaneck, Acting Technical Director , FASB
John Vanosdall, Deputy Chief Accountant, Office of the Chief Accountant, Securities & Exchange Commission
11:00 a.m. - 11:15 a.m. Networking Break
11:15 a.m. - 12:30 p.m. General Session: State of the Real Estate Markets
  • Trends in cap rates by sector and geography
  • Impact of demographics on future real estate values
Constance Hunter, Chief Economist, KPMG LLP
12:30 p.m. - 1:45 p.m. Networking Lunch
1:45 p.m. - 3:00 p.m. Concurrent Session 1: Multi-discipline ESG
  • How accountants and attorneys are engaged with Environmental, Social, and Governance operations and disclosures
  • Best practices on multi-disciplinary collaboration on ESG
  • What is TCFD and why you should know
  • What REITs are hearing from investors and insurers on ESG and Climate Risk
Cathy Barré, EVP & General Counsel, Nareit

Ann Dee, EVP, General Counsel & Corporate Secretary, Duke Realty Corporation
Katayun Jaffari, Partner, Ballard Spahr LLP
Mike Labelle, EVP, CFO & Treasurer, Boston Properties, Inc.
Marc Siegel, Partner, EY
1:45 p.m. - 3:00 p.m. Concurrent Session 2: REIT M&A Primer
  • Putting together and negotiating the deal
  • Conflict transactions, evaluation of competing bids, strike suits, etc.
  • M&A tax issues with UPREITs and DownREITs
Gil Menna, Partner, Goodwin

Kristy Harlan, SVP, General Counsel & Corporate Secretary, Weyerhaeuser
Stacey McEvoy, Partner, Hogan Lovells
Gerald Thomas, Partner, McGuireWoods LLP
3:00 p.m. - 3:15 p.m. Networking Break
3:15 p.m. - 4:30 p.m. General Session: Diversity
  • Update on diversity legislation on Capitol Hill
  • Leadership doesn’t just happen
  • Attracting and retaining the best talent
  • Motivating, inspiring talent to deliver outsized performance
Carla Harris, Vice Chairman of Wealth Management & Senior Client Advisor, Morgan Stanley
Kimberly Ross, Chief of Staff & Chief Counsel, Office of Congresswoman Joyce Beatty
4:30 p.m. - 5:30 p.m. Networking Happy Hour

Friday, April 3

7:30 a.m. - 12:30 p.m. Registration
7:30 a.m. - 12:30 p.m. Networking Room
7:30 a.m. - 8:30 a.m. Networking Breakfast
8:15 a.m. - 9:30 a.m. General Session: Elections are Around the Corner

Sean Duffy, Former U.S. Congressman of Wisconsin
Jennifer Granholm, Former two-term governor of Michigan and Politico columnist
9:30 a.m. - 9:45 a.m. Networking Break
9:45 a.m. - 11:00 a.m. Concurrent Session 1: REIT Tax Conundrums
  • Working with new Subchapter K guidance
  • Diligence and remediation when acquiring a private REIT
  • Dealer sales
  • Post-TCJA planning
  • New IRS rulings
Neal Lewis, SVP, Taxation, Duke Realty Corporation

Julanne Allen, Principal, Washington National Tax, PwC
Jay Blaivas, Partner, Morrison & Foerster
Ameek Ponda, Partner, Sullivan & Worcester LLP
Lorraine White, Partner, Grant Thornton
9:45 a.m. - 11:00 a.m. Concurrent Session 2: Finance Transformation
  • How bots & AI are automating tax and accounting services
  • Automating the financial statement close process
Ian Kaufman, SVP & CAO, Equity Residential

Sean Bennett, Director, Strategic Innovation, BlackLine
John D'Angelo, Managing Director, Deloitte LLP
Margaret Kreuz, Lead Accountant, Process Improvement, Welltower Inc.
9:45 a.m. - 11:00 a.m. Concurrent Session 3: SEC Legal Update
  • Proxy advisor regulatory changes
  • Sexual harassment and whistle-blower policies and board oversight
  • Shareholder submission changes
  • Upcoming proxy season issues and new SEC processes
Rob DelPriore, EVP & General Counsel, MAA

Kenneth Betts, Partner, Winston & Strawn LLP
Laura Kaufmann Belkhayat, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
Eric Kevorkian, SVP & Sr. Corporate Counsel, Boston Properties, Inc.
James Lopez, Legal Branch Chief, SEC, Division of Corporation Finance
11:00 a.m. - 11:15 a.m. Networking Break
11:15 a.m. - 12:30 p.m. Concurrent Session 1: Tax Issues for REITs Investing Outside the U.S.
  • Planning for ATAD 2 country implementation
  • TRS transfer pricing best practices
  • Challenges of complying with REIT rules abroad
  • Withholding issues
  • Foreign JV structuring issues
  • Planning for OECD’s Pillar 2 rules

Rohn Grazer, Managing Director, Tax, Prologis, Inc.

Michael Anthony, SVP, Blackstone Real Estate Advisors
Lynn Kawaminami, Partner, Deloitte LLP
Ana O'Brien, Partner, Latham & Watkins
Jennifer Xiao, SVP, Tax, Digital Realty

11:15 a.m. - 12:30 p.m. Concurrent Session 2: Corporate Governance: Who is the True Stakeholder?
  • Differing perspectives
  • Human capital disclosure
  • What is material?
  • ESG disclosure
Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit

Donna Anderson, VP & Head of Corporate Governance, T. Rowe Price Associates, Inc.
James Hanks, Jr., Partner, Venable LLP
Nell Minow, Vice Chair, ValueEdge Advisors
Tom Quaadman, EVP, U.S. Chamber Center for Capital Markets Competitiveness, U.S. Chamber of Commerce
11:15 a.m. - 12:30 p.m. Concurrent Session 3: PCAOB and SEC Non-legal Update
  • PCAOB’s proposal to change auditing firm quality control standards
  • SEC comment letters
  • SEC disclosure proposed changes
Ermelinda Berberi, SVP & CAO, Paramount Group, Inc.

Catherine Ide, Sr. Managing Director of Professional Practice & Member Services, Center for Audit Quality
Timothy Kviz, National Assurance Managing Partner, SEC Services, BDO USA LLP
Barbara Vanich, Deputy Chief Auditor, PCAOB
12:30 p.m. Program Concludes

NOTE: The schedule above may be subject to change.

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Registration Pricing

Registration fees include all educational sessions, receptions, refreshment breaks and meal functions.

Registration Fees On or Before March 6, 2020 After March 6, 2020
Corporate Member* $1,345 $1,445
Individual Member  $1,645 $1,745
Tax Exempt Member $650 $750
Non-Member** $2,750 $2,850
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
SoulCycle® Ride $25 $25
Yoga $25 $25


*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 the Opening Reception, Happy Hour, access to Networking Room and all meal functions

Conference Cancellation Policy
UPDATE FOR CANCELLATIONS AS OF MARCH 2: Nareit is closely monitoring the travel situation and will review the advisability of holding the meeting as new information and events dictate. Any cancellation between March 2nd and March 18th will receive a full refund.

All cancellations must be received before Saturday, March 7, 2020. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Saturday, March 7, 2020. No refunds will be granted after Saturday, March 7, 2020. Nareit’s refund policy does not extend past this date for any situation including illness or weather.

Conference Attire
The conference attire is business casual.

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Nareit Room Block

Marriot Marquis Washington, DC      
901 Massachusetts Ave NW

Washington, DC 20001

Nareit Room Rates:
Marriot Marquis Washington, DC
Standard - $349.00

Hotel Reservation Policy
In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. Once registered, attendees will receive a confirmation email with the link to book a hotel room online. 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 You can also 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, March 6, 2020.
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, March 6, 2020, 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 Events hotel room block site, up until 72 hours prior to arrival or by emailing All change requests are subject to room availability. Please do not call the hotel directly.

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Conference educational and networking activities are only open 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. Only registered attendees will be eligable to receive continuing education credits.

Up to 19.5 hours of CPE credits are available

Up to 17.5 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:

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 Nareit's REITwise: 2020 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 or 202-739-9443.

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Taryn Fielder

Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT

Puneet Sharma

Puneet Sharma, Global Director of Tax, W.P. Carey Inc.

Julie Swinehart

Julie Swinehart, EVP, CFO & Treasurer, RPAI

Billy Wright

Billy Wright, Managing Director, Wells Fargo Securities
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Conference Registration
Tracie Betts
Manager, Operations

Allison Shaw
Manager, Operations

Hotel Reservations
Lacey Rimoli-Wiesel
Housing Director, Staged Right Events

Amy Miller
Meeting and Conference Coordinator, Staged Right Events

Chris Flood
VP, Business Development

Katelyn Rowland
VP, Membership & Meetings

Overall Conference Issues
Pam Coleman
SVP, Meetings