2019-09-16
2019-09-17
Fairmont Copley Plaza
138 St James Ave. Boston MA 02116
Sept. 16 - 17
Fairmont Copley PlazaBoston, MA

SFO Forum 2019

In 2020, Nareit's SFO Forum will become a part of Nareit’s REITworks Conference. Held Sept. 21-22, 2020 in Hollywood, Florida, REITworks will bring together commercial real estate professionals working in finance, governance, human resources, investor relations, sustainability, and more. Sign up to learn more about REITworks and to be notified when registration opens.


The SFO Forum 2019, programmed exclusively for Nareit corporate members, presents a focused educational program for REIT officers who manage accounting, financial reporting, capital markets and investor relations. Please note that this meeting is by invitation only.

2019 Program Directors
Christy McElroy, Sr. Equity Research Analyst, Citi
Mike Walsh, SVP, Chief Accounting Officer, Boston Properties

  • SFO Forum Session Materials

    Session materials are available only for SFO Forum 2019 attendees. Please log in, then navigate back to this page to download materials. 

  • Agenda

    Monday, Sept. 16

    10:30 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)  
    • Sector Specific Challenges with Implementing the new Leases Standard
    • Leveraging Artificial Intelligence and Robotics in the Financial Close Process
    • Implementation of the New CECL Standard
    • Preparing for the New Auditor Report with Critical Audit Matters
    • Accounting for G&A Costs and Cap Ex
    Discussion Leaders Roundtable I: Industrial/Retail
    Nathan Hensley, Technical VP-SEC Reporting, Duke Realty Corporation
    Kathleen Thayer, VP-Corporate Accounting, Kimco Realty Corporation

    Discussion Leaders Roundtable II: Residential/Office
    Kristen Naughton, CAO, American Finance Trust Inc.
    Christopher Reese, VP-Financial Reporting, Kilroy Realty Corporation

    Discussion Leaders Roundtable III: Data Centers/ Diversified/ Healthcare/ Infrastructure/ Lodging/ Mortgage/ Self storage/ Specialty sectors
    Sally Glenn, Technical Accounting Director, Host Hotels & Resorts, Inc.
    Angela Valdes, CAO, JBG SMITH
    4:00 p.m. - 4:15 p.m. Networking Break
    4:15 p.m. - 5:30 p.m. Opening General Session: Fixing the Flawed Approach to Diversity & Inclusion

    Speaker:
    Frances Brooks Taplett, Partner, Boston Consulting Group
    5:30 p.m. - 6:30 p.m. Reception

    Tuesday, Sept. 17

    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: State of the Capital Markets
    • The Economic Cycle and Monetary Policy
    • Equity Investor Appetite and REIT Valuations
    • Leverage and Debt Market Trends
    • Capital Allocation Strategy and M&A
    • LIBOR Transition

    Moderator:
    Christy McElroy, Sr. Equity Research Analyst, Citi

    Panelists:
    Kimberly Chan, REIT/CMBS Credit Analyst, Alliance Bernstein
    J.T. Deignan, Managing Director, Equity Capital Markets, Mizuho Securities USA
    Alex Goldfarb, Managing Director-Equity Research-REITs, Sandler O'Neill+Partners, L.P.
    Julie Swinehart, EVP, CFO and Treasurer, RPAI

    9:20 a.m. - 9:30 a.m. Networking Break
    9:30 a.m. - 10:30 a.m. General Session: FASB Update
    • Operating Leases – Accounting for General and Credit Reserves
    • Implementation of new FASB Credit Losses Standard
    • FASB Segment Reporting Project
    • FASB Reference Rate Reform Project
    Moderator:
    Michael Walsh, SVP, Chief Accounting Officer, Boston Properties, Inc.

    Panelists:
    Kristie Hepburn, SVP, Accounting Policies, SL Green Realty Corp.
    Michael Gonzales, Partner, Americas Professional Practice, National Accounting, EY
    Stephanie Petruzzi, Director, Accounting and Advisory Services Practice, KPMG LLP
    10:30 a.m. - 10:40 a.m. Networking Break
    10:40 a.m. - 11:55 a.m. General Session: SEC/PCAOB Hot Topics
    • SEC Disclosure Effectiveness Initiative & Recent SEC Rulemaking
    • SEC Filing Review Process
    • SEC Comment Letter Trends
    • PCAOB Standard Setting Agenda
    • Preparing for Critical Audit Matters on the Auditor Report

    Moderator:
    Wendy Gill, CAO & SVP Corporate Operations, Columbia Property Trust Inc.

    Panelist:
    Hero Alimchandani, Managing Director, Deloitte, LLP
    Sonia Barros, Assistant Director - Division of Corporation Finance, Securities and Exchange Commission
    Catherine Ide, Senior Managing Director of Professional Practice and Member Services, The Center for Audit Quality (CAQ)

    11:55 a.m. - 12:00 p.m. Networking Break
    12:00 p.m. - 1:30 p.m. Lunch General Session: Disruption in the Experience Era

    Speaker:

    Rik Reppe, Advisory Partner, PwC
    1:30 p.m. - 1:40 p.m. Networking Break
    1:40 p.m. - 2:55 p.m. General Session: IR Communications Best Practices
    • Disclosure – Supplemental, Earnings and Same-Property Metrics, Development/Redevelopment, Guidance
    • Earnings Calls – Timing, Narrative, Q&A
    • Investor Outreach – Conferences, Non-Deal Roadshows, Management Access, Presentations
    • Environmental, Social, Governance (ESG) Communications
    Moderator:
    Laura Clark, SVP-Capital Markets, Regency Centers Corporation

    Panelists:
    Michael LaBelle, EVP, CFO & Treasurer, Boston Properties, Inc.
    Christopher Lucas, Lead Sr. Research Analyst, Capital One Securities
    Sarah Wade, SVP, Co-Portfolio Manager, Nuveen Asset Management
    Tracy Ward, SVP-Investor Relations, Prologis, Inc.
    2:55 p.m. - 3:05 p.m. Networking Break
    3:05 p.m. - 4:00 p.m. General Session: REIT Governance in 2019
    • What is Stakeholder Capitalism? What does it mean for REITs?
    • How do REITs and REIT investors view REIT governance and ESG?
    • What do REIT investors look for in voting REIT proxies?
    • REIT M& A in 2019: Greatest Hits
    Moderator:
    Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit

    Panelists:
    Gil Menna, Partner, Goodwin
    Mneesha Nahata, VP, Corporate Legal Finance and Risk Management, American Tower Corporation
    Jennifer Rynne, VP & Managing Director, ESG, Wellington Management
    4:00 p.m. Program Concludes

    NOTE: The schedule above may be subject to change.

  • Prices & Policies

    Registration Fees

      On or Before August 23 After August 23
    SFO Forum Registration Fee $1,045 $1,145

    *NOTE: Registration for this Forum is for Nareit Corporate Members only. 

    Forum Cancellation Policy
    Full forum refunds will be issued for cancellations received no later than Friday, August 23, 2019, less a $100 processing fee.

    *No refunds will be granted after Friday, August 23, 2019.

    Forum Attire
    The forum attire for Nareit's SFO Forum is business casual.

     

  • Hotel

    Fairmont Copley Plaza
    138 St. James Avenue
    Boston, MA 02116
    617-267-5300

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    *NOTE: This is the link to the Fairmont Copley Plaza hotel. This is NOT the link to reserve your hotel room at the Nareit group rate. All registrants will receive a link to reserve their hotel room in the registration confirmation email.

    Nareit Group Rates
    Standard Room: SOLD OUT
    Deluxe Room: SOLD OUT
    *Cut off date to receive group rate (pending availability) is Friday, Aug. 23, 2019.

    Attendees can use the hotel link in the registration confirmation to book rooms outside of the Nareit room block and join the waitlist for the Fairmont Copley Plaza

    Hotel Reservation Policy
    In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the forum. If a hotel room is reserved, but the individual is not registered for the forum, 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 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.

  • Attendee Roster

  • 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 2019 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 Tracie Betts at tbetts@nareit.com or 202-739-9439.

    NASBACPE

  • Current Sponsors

  • Contact Us

    For registration questions, please contact Tracie Betts, tbetts@nareit.com.

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

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

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