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

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

  • 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)

    Discussion Leaders Roundtable I:
    Nathan Hensley, Technical VP-SEC Reporting, Duke Realty Corporation
    Kathleen Thayer, VP-Corporate Accounting, Kimco Realty Corporation

    Discussion Leaders Roundtable II:
    Kristen Naughton, Sr. Director-Financial Reporting, Aimco
    Christopher Reese, VP-Financial Reporting, Kilroy Realty Corporation

    Discussion Leaders Roundtable III:
    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

    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

    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

    Moderator:

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

    Panelist:
    Hero Alimchandani, Managing Director, Deloitte, LLP
    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

    Panelist:

    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, SVP & CFO, 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

    Moderator:

    Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit

    Panelist:
    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

    *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: $385.00
    Deluxe Room: $425.00
    *Cut off date to receive group rate (pending availability) is Friday, Aug. 23, 2019.

    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.

  • 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