REITwise: 2020 Law, Accounting & Finance Conference

Nareit's REITwise: 2020 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 April 1 – 3, 2020, at the Washington Marriott Marquis in Washington, DC.

Agenda

REITwise

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 Moderator: Christopher Drula, SVP, Financial Standards, Nareit Panelists: Nancy Anderson, VP, Financial Reporting & CFO, REALPAC Gavin Duckworth, Director, Hedging & Capital Markets, 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 Panelists: 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
4:45 p.m. - 6:15 p.m.	State & Local Tax Subcommittee Panelists: 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 Moderator: Billy Wright, Managing Director, Wells Fargo Securities Panelists: Justin Brown, SVP, 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 Moderator: Puneet Sharma, Global Director, Tax, W. P. Carey Inc. Panelists: Stephen Giordano, Principal, Washington National Tax, KPMG LLP Mario Fulgieri, SVP, Tax, Paramount Group, Inc. Ashley Peeper, VP, Tax, Xenia Hotels & Resorts, Inc. Lisa Schmaltz, AVP, Tax, Welltower 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 Moderator: Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT Panelists: Erica Borenstein, General Counsel, Farmland Partners Inc. Edward Schulman, EVP, General Counsel & Secretary, AvalonBay Communties, Inc. Jim Snyder, EVP & General Counsel, 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 Moderator: Julie Swinehart, EVP, CFO & Treasurer, RPAI Panelists: 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 Speaker: 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 Moderator: Cathy Barré, EVP & General Counsel, Nareit Panelists: 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 Moderator: Gil Menna, Partner, Goodwin Panelists: 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 Speaker: Carla Harris, Vice Chairman of Wealth Management & Senior Client Advisor, Morgan Stanley
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 Speakers: 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 Moderator: Neal Lewis, SVP, Taxation, Duke Realty Corporation Panelists: 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: PropTech How bots & AI are automating tax and accounting services Tax issues with sharing revenue streams Moderator: Ian Kaufman, SVP & CAO, Equity Residential Panelists: 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 Moderator: Rob DelPriore, EVP & General Counsel, MAA Panelists: 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 Moderator: Rohn Grazer, Managing Director, Tax, Prologis, Inc. Panelists: Michael Anthony, SVP, Blackstone Real Estate Advisors Ana O'Brien, Partner, Latham & Watkins Lynn Kawaminami, Partner, Deloitte LLP 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 Moderator: Laurel Durkay, SVP & Portfolio Manager, Cohen & Steers Capital Management Panelists: 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 Moderator: Ermelinda Berberi, SVP & CAO, Paramount Group, Inc. Panelists: 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.

Prices & Policies

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
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.

Hotel Information

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

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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: 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 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 krowland@nareit.com or 202-739-9443.

2020 Program Directors

	Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT
	Puneet Sharma, Global Director of Tax, W.P. Carey Inc.
	Julie Swinehart, EVP, CFO & Treasurer, RPAI
	Billy Wright, Managing Director, Wells Fargo Securities

Current Sponsors
Platinum level:
- See All Sponsors
- Sponsorship Opportunities
Contact Us

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Conference Registration
Tracie Betts
Manager, Operations
202-739-9439
tbetts@nareit.com

Allison Shaw
Manager, Operations
202-739-9420
ashaw@nareit.com

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

Amy Miller
Meeting and Conference Coordinator, Staged Right Events
954-404-8252
amy@fetchbranding.com

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

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

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