Marriott Marquis Washington, DC
901 Massachusetts Ave NW Washington DC 20001
April 1 - 3
Marriott Marquis Washington, DCWashington, DC

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


    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, 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


    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


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

    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
    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 & 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

    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
    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: PropTech
    • How bots & AI are automating tax and accounting services
    • Tax issues with sharing revenue streams
    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
    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
    Laurel Durkay, SVP & Portfolio Manager, Cohen & Steers Capital Management

    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.

  • 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


    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

    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
  • Contact Us


    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