Fairmont Chicago Millennium Park
200 N Columbus Dr. Chicago IL 60601
Sept. 24 - 25
Fairmont Chicago Millennium ParkChicago, IL

SFO Forum 2018

Nareit’s SFO Forum, designed exclusively for Nareit corporate members, offers a focused educational program for senior REIT officers who manage accounting, financial reporting, capital markets and investor relations.


2018 Program Directors

Matt Iocco, EVP & CAO, Vornado Realty Trust
Sarah Wade, SVP, Co-Portfolio Manager Real Assets, Nuveen Asset Management

  • Schedule


    Monday, Sept. 24

    9:00 a.m. - 6:00 p.m. Registration
    11:00 a.m. - 2:00 p.m. Best Financial Practices Council (invitation only)
    2:00 p.m. - 2:15 p.m. Networking Break
    2:15 p.m. - 4:00 p.m. Sector Roundtables (corporate members only)
    • Leveraging Artificial Intelligence and Robotics in the Financial Close Process
    • Preparing for the New Auditor Report
    • Accounting for G&A Costs and Cap Ex
    • Sector Specific Challenges with the new Leases Standard

    Discussion Leaders Roundtable I:
    Jennifer Holmes, CAO, Urban Edge Properties
    Jennifer Robison, SVP & CAO, Phillips Edison & Co.

    Discussion Leaders Roundtable II:
    Howard Garfield, SVP, CAO & Treasurer, CorePoint Lodging
    Hannah Wrenn, CAO, TIER REIT

    4:00 p.m. - 4:15 p.m. Networking Break
    4:15 p.m. - 5:30 p.m.

    Opening General Session: Economic Outlook for Real Estate

    Jacques Gordon, Global Head-Research & Strategy, LaSalle Investment Management

    5:30 p.m. - 6:30 p.m. Reception

    Tuesday, Sept. 25

    7:00 a.m. - 4:00 p.m. Registration
    7:00 a.m. - 8:00 a.m. Breakfast Buffet
    8:00 a.m. - 9:20 a.m.

    General Session: Capital Markets Update

    • Status and direction of Cap Rates and Stock Multiples
    • Recent M&A Activity
    • Public versus private valuations
    • Outlook for 2019 Real Estate Market

    Sarah Wade, SVP, Co-Portfolio Manager, Real Assets, Nuveen Asset Management

    Angela Aman, EVP & CFO, Brixmor Property Group, Inc.
    Ross Nussbaum, Managing Director, Head- U.S. Real Estate Investment Banking, Scotiabank
    Andrew Rosivach, Managing Director, Goldman Sachs & Co.

    9:20 a.m. - 9:30 a.m. Networking Break
    9:30 a.m. - 10:30 a.m.

    General Session: SEC Hot Topics

    • SEC comment letter focus
    • Identification and management of critical audit matters (CAMs)
    • SEC cybersecurity guidance
    • SEC proposal on 3-10 guarantor financial statements

    Christa Vesy, EVP & CAO, DDR Corp.

    Trisha Burns, SVP-Corporate Accounting and Reporting, Prologis, Inc.
    Steven Jacobs, Partner, EY
    Felix Perez, Partner, PwC

    10:30 a.m. - 10:40 a.m. Networking Break
    10:40 a.m. - 11:55 a.m.

    General Session: Implementation of the New Leases and Credit Losses Standards

    • Latest developments on separation of non-lease components (e.g., common area maintenance, property taxes, and insurance)
    • Overview of practical expedients and how they can be applied to portfolios of net leases and gross leases
    • Estimating discount rates for long-term ground leases
    • Scope of new Credit Losses standard

    Matthew Iocco, EVP & CAO, Vornado Realty Trust

    Thomas Faineteau, National Assurance Partner, BDO
    Stacy LaFrance, SVP & CAO, STORE Capital
    Cullen Walsh, Partner, Grant Thornton
    Melanie Wiegand, Director-Financial Reporting, Taubman Centers, Inc.

    11:55 a.m. - 12:00 p.m. Networking Break
    12:00 p.m. - 1:30 p.m.

    Lunch General Session: How Next-Generation Technology is Changing the Game for Real Estate Finance Professionals

    • What does technology look like today for the world of REITs?
    • What solutions are worth investing in right now vserus waiting on?
    • What hyped promises should be viewed with skeptisism?

    Kevin Shtofman, Blockchain Lead-Real Estate, Deloitte Consulting

    1:30 p.m. - 1:40 p.m. Networking Break
    1:40 p.m. - 2:55 p.m.

    General Session: Financial Standards Update

    • FASB Financial Performance Reporting Project
    • FASB Segment Reporting Project
    • FASB Improving the Accounting for Asset Acquisitions and Business Combinations Project
    • FASB Disclosure Effectiveness Project

    Andrew Corsini, Partner, KPMG LLP

    Peter Proestakes, Assistant Technical Director, FASB

    2:55 p.m. - 3:05 p.m. Networking Break
    3:05 p.m. - 4:00 p.m.

    General Session: Latest Developments in ESG Reporting

    • ESG Reporting frameworks that are utilized by the REIT Industry
    • How to choose which ESG reporting framework to participate in
    • Investor interest in ESG reporting
    • Challenges and opportunities for REITs in ESG reporting

    Fulya Kocak, VP-ESG Issues, Nareit

    Brian Macnamara, SVP & Corporate Controller, Host Hotels & Resorts, Inc.
    Kelly Meissner, Director-Sustainability, Ventas, Inc.
    Louis Schotsky, First VP-Investments, Equity Residential

    4:00 p.m. Program Concludes

    NOTE: The schedule above may be subject to change.

  • Session Materials

    Click here to log in and access the available session materials. Materials are available to registered attendees only.

  • Registration and Hotel Information


    Registration Fees
      On or Before August 24 On or After August 25
    SFO Workshop Registration Fee $995 $1095


    Forum Attire

    The conference attire for Nareit SFO Forum is business casual.

    Hotel Information

    Fairmont Chicago Millenium Park 

    200 N Columbus Dr.

    Chicago, IL 60601

    Tel: 312-565-8000

    Note: This is the link to the Fairmont Chicago hotel. This is NOT the link to reserve your hotel room at the Nareit group rate. All registrants will receive a link to reserve your hotel room in the registration confirmation email.


    Nareit Group Rates

    Fairmont Guest Room: $295.00

    *Cut off date to receive group rate (pending availability) is Friday, August 24, 2018.


    Forum Cancellation Policy

    All cancellations must be received in writing to Allison Shaw at ashaw@nareit.com. Full conference refunds will be issued for cancellations received no later than Friday, August 24, 2018, less a $100 processing fee.

    *No refunds will be granted after Friday, August 24, 2018.


    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 this site up until 72 hours prior to arrival or by emailing Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

  • CPE Credit

    Up to 14 hours of CPE credits are available.

    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 addressed 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 14 credits may be earned at the Nareit's 2018 SFO Forum. This conference is an intermediate level course geared toward the finance and accounting fields. No advance preparation is required for this course.

    For more information regarding administrative policies such as complaint and refund, please contact Allison Shaw at ashaw@nareit.com or 202-739-9420.


  • Attendee Roster


    To view Nareit's SFO Forum 2018 attendee roster, please log in below. Once you are logged in, the SFO Forum attendee roster will appear containing the name and company for all individuals registered to attend the SFO Forum. 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.

  • Current Sponsors

  • Contact Us

    For registration questions, please contact Allison Shaw, ashaw@nareit.com.

    For sponsorship questions, please contact Chris Flood, cflood@nareit.com

    For forum programming questions, please contact George Yungmann, gyungmann@nareit.com, and Chris Drula, cdrula@nareit.com.

    For overall forum questions, please contact Pam Coleman, pcoleman@nareit.com