2015-09-28
2015-09-29
No Name
No Address Chicago IL No Postalcode
Sept. 28 - 29
Chicago, IL

SFO Workshop 2015

 

Registration for the SFO Workshop is now open! Register Now!

The SFO Workshop, 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.

For registration questions, please contact Afia Boone.

For overall workshop questions, please contact Pam Coleman.

 

  • Schedule

     

    Monday, September 28

    12:30 PM - 6:30 PM Registration
    1:00 PM - 4:00 PM Best Financial Practices Council (by invitation only)
    4:00 PM - 6:00 PM Roundtable Discussions
    • Public Reporting
      • Resolving accounting issues with executive management
      • Effectively working with the Audit Committee
      Discussion Leader:
      Merryl Thompson, SVP-Financial, Development & Construction Reporting, Kilroy Realty Corporation
       
    • Organizational Management
      • The impact of corporate culture (autocratic vs entrepreneurial) on staff effectiveness
      • Shortcomings of today’s technology
      Discussion Leaders:
      Angela Valdes, CAO, Equity One, Inc.
      Christa Vesy, EVP & CAO, DDR Corp.
    • Company Profitability
      • Factors driving profitability
      • Ways the accounting/finance staff can enhance profitability
      Discussion Leader:
      Michael Gallagher, SVP & CAO, Camden Property Trust
       
    • Investor Relations
      • Ways of creating an effective relationship with the sell side
      • Characteristics of a best-in-class IR function
      Discussion Leaders:
      Kevin Berry, VP-Investor Relations, General Growth Properties, Inc.
      David Bujnicki, VP-Investor Relations & Communications, Kimco Realty Corporation
    6:00 PM - 7:00 PM Reception

     

    Tuesday, September 29

    7:00 AM - 4:00 PM Registration
    7:30 AM - 8:30 AM Breakfast Buffet
    8:30 AM - 9:45 AM Opening General Session - Capital Markets Update

    Moderator:
    Matthew DiLiberto, CFO, SL Green Realty Corp.

    Panelists:
    Paul Ingrassia, Managing Director & Head-N. America Real Estate & Lodging, Citi
    Barrett Kollme, Managing Director & Head-Real Estate Equity Capital Markets, Wells Fargo Securities, LLC
    Scott Musil, CFO, First Industrial Realty Corp.
    John Vojticek, Managing Director, CIO & Global Portfolio Manager, Deutsche Bank

    9:45 AM - 10:00 AM Networking Break
    10:00 AM - 11:00 AM Governance & Activism

    Moderator:
    David Bujnicki, VP-Investor Relations & Communications, Kimco Realty Corporation

    Panelists
    Cedrik Lachance, Managing Director, Green Street Advisors
    Sherry Rexroad, Managing Director-Global REITs, BlackRock
    Michael Schiffer, Partner, Venable LLP
    Andrew Siegel, Partner, Joele Frank

    11:00 AM - 11:15 AM Networking Break
    11:15 AM - 12:30 PM High Performance Leadership

    Speaker:
    Susan Lucia Annunzio, President & CEO, Center for High Performance

    • Identifying the differentiating characteristics of high-performing workgroups
    • Increasing the performance of exemplary groups within the organization
    • Removing barriers that hinder performance
    Session speaker sponsored by General Growth Properties, Inc.
    12:30 PM - 2:00 PM Lunch General Session: Economic Outlook

    Speaker:

    Diane Swonk, Sr. Managing Director & Cheif Economist, Mesirow Financial
    2:00 PM - 2:15 PM Networking Break
    2:15 PM - 4:00 PM Implementing the New Revenue and Consolidation Standards / Financial Standards Update

    Moderator:
    Tara Marszewski, SVP & CAO, General Growth Properties, Inc.

    Panelists:
    Louis Bowers, Global Controller, Jones Lang LaSalle
    Steven Kane, Partner, EY
    Jill Niland, Partner, PwC
    Patrick Scheibel, Sr. Manager, Deloitte LLP
    Steven Splain, EVP & CAO, Brixmor Property Group Inc.

    4:00 PM Program Concludes

    *NOTE: This schedule is subject to change.

    SPEAKER BIOGRAPHIES

  • Registration & Hotel Information

     

    Registration Fees

      On or Before September 4 On or After September 5
    SFO Workshop Registration Fee $795 $895

    *NOTE: Registration for this Workshop is for NAREIT Corporate Members only. 

     

    Conference Attire

    The conference attire for NAREIT's SFO Workshop is business casual.

     

    Hotel Information

    Fairmont Chicago
    200 N Columbus Dr.
    Chicago, IL 60601
    Tel: 312-565-8000

     

    NAREIT Group Rates

    Fairmont Guest Room: $365.00

    *Cut off date to receive group rate (pending availability) is Friday, September 4, 2015.

     

    Conference Cancellation Policy

    All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued for cancellations received no later than Friday, September 4, 2015, less a $100 processing fee.

    *No refunds will be granted after Friday, September 4, 2015.

     

    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 Colette Harrington at colette@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

  • CPE Credit

     

    CPE Information

    Up to 12 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 12 credits may be earned at the NAREIT's 2015 SFO Workshop. 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 Afia Boone at aboone@nareit.com or 202-739-9433.

    NASBACPE

  • Clone of Schedule

     

    Monday, September 28

    12:30 PM - 6:30 PM Registration
    1:00 PM - 4:00 PM Best Financial Practices Council (by invitation only)
    4:00 PM - 6:00 PM Roundtable Discussions
    • Public Reporting
      • Resolving accounting issues with executive management
      • Effectively working with the Audit Committee
      Discussion Leader:
      Merryl Thompson, SVP-Financial, Development & Construction Reporting, Kilroy Realty Corporation
       
    • Organizational Management
      • The impact of corporate culture (autocratic vs entrepreneurial) on staff effectiveness
      • Shortcomings of today’s technology
      Discussion Leader:
      Angela Valdes, CAO, Equity One, Inc.
       
    • Company Profitability
      • Factors driving profitability
      • Ways the accounting/finance staff can enhance profitability
      Discussion Leader:
      Michael Gallagher, SVP & CAO, Camden Property Trust
       
    • Investor Relations
      • Ways of creating an effective relationship with the sell side
      • Characteristics of a best-in-class IR function
      Discussion Leaders:
      Kevin Berry, VP-Investor Relations, General Growth Properties, Inc.
      David Bujnicki, VP-Investor Relations & Communications, Kimco Realty Corporation
    6:00 PM - 7:00 PM Reception

     

    Tuesday, September 29

    7:00 AM - 4:00 PM Registration
    7:30 AM - 8:30 AM Breakfast Buffet
    8:30 AM - 9:45 AM Opening General Session - Capital Markets Update

    Moderator:
    Matthew DiLiberto, CFO, SL Green Realty Corp.

    Panelists:
    Teresa Hee, Managing Director-Real Estate Debt Capital Markets, Wells Fargo Securities, LLC
    Paul Ingrassia, Managing Director & Head-N. America Real Estate & Lodging, Citi
    Scott Musil, CFO, First Industrial Realty Corp.
    John Vojticek, Managing Director, CIO & Global Portfolio Manager, Deutsche Bank

    9:45 AM - 10:00 AM Networking Break
    10:00 AM - 11:00 AM Governance & Activism

    Moderator:
    David Bujnicki, VP-Investor Relations & Communications, Kimco Realty Corporation

    Panelists
    Cedrik Lachance, Managing Director, Green Street Advisors
    Sherry Rexroad, Managing Director-Global REITs, BlackRock
    Michael Schiffer, Partner, Venable LLP
    Andrew Siegel, Partner, Joele Frank

    11:00 AM - 11:15 AM Networking Break
    11:15 AM - 12:15 PM High Performance Leadership

    Speaker:
    Susan Lucia Annunzio, President & CEO, Center for High Performance

    • Identifying the differentiating characteristics of high-performing workgroups
    • Increasing the performance of exemplary groups within the organization
    • Removing barriers that hinder performance
    Session speaker sponsored by General Growth Properties, Inc.
    12:15 PM - 12:30 PM Networking Break
    12:30 PM - 2:00 PM Lunch General Session: Economic Outlook

    Speaker:
    Constance Hunter, Chief Economist, KPMG LLP

    2:00 PM - 2:15 PM Networking Break
    2:15 PM - 4:00 PM Implementing the New Revenue and Consolidation Standards / Financial Standards Update

    Moderator:
    Tara Marszewski, SVP & CAO, General Growth Properties, Inc.

    Panelists:
    Jill Niland, Partner, PwC
    Patrick Scheibel, Sr. Manager, Deloitte LLP
    Steven Splain, EVP & CAO, Brixmor Property Group Inc.

    4:00 PM Program Concludes

    *NOTE: This schedule is subject to change.

  • Attendee Roster

     

    To view the 2015 SFO Workshop Attendee Roster, please click the link below. The Attendee Roster will contain the name and company for all individuals registered to attend the Workshop. 

    2015 SFO Workshop Attendee Roster

  • Register Now

  • Current Sponsors

  • 2015 SFO Workshop Attendee Roster

     

  • Questions

     

    Workshop Registration

    Afia Boone
    Director-Membership & Meetings
    202-739-9433
    aboone@nareit.com

     

    Housing Reservations

    Colette Harrington
    NAREIT Housing, Staged Right Events
    954-404-8252
    colette@stagedrightevents.com

     

    Sponsorship

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

     

    Overall Workshop Issues

    Pam Coleman
    VP-Meetings
    202-739-9427
    pcoleman@nareit.com