Grand Hyatt Denver
Sept. 26 — 27, 2016
Event description


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 Katelyn Rowland.

For overall workshop questions, please contact Pam Coleman.

For sponsorship opportunities, please contact Chris Flood.

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Monday, September 26

9:00 AM - 6:00 PM Registration
10:00 AM -1:00 PM Best Financial Practices Council (by invitation only)
2:00 PM - 4:00 PM Accounting Roundtable Discussions
  • Accounting I: Sectors - Retail & Diversified 
    • Non-GAAP reporting
    • Implementation of the new Leases and Revenue Recognition Standards
    • Sustainability reporting

    Discussion Leaders:
    Janet Menko, Director-GAAP Center of Excellence, Forest City Realty Trust, Inc.
    Joanne Mondares, Director-SEC Reporting & Policies, Regency Centers Corporation
  • Accounting II: Sectors - Office, Residential & Industrial
    • Non-GAAP reporting
    • Implementation of the new Leases and Revenue Recognition Standards
    • Operations accounting issues

    Discussion Leader:
    Michael Walsh, SVP-CAO, Boston Properties, Inc.
    Merryl Werber, SVP-Financial Reporting, Kilroy Realty Corporation
3:00 PM - 4:00 PM Investor Relations Roundtable Discussion

Discussion Leader:
Kevin Berry, SVP-Investor & Public Relations, General Growth Properties, Inc.
4:00 PM - 4:15 PM Networking Break
4:15 PM - 5:30 PM Opening Session – Tax Reform in an Election Year

Jim McCrery, Partner, Capitol Counsel
John Raffaelli, Founder, Capitol Counsel
5:30 PM - 6:30 PM SFO Workshop & HR Forum Joint Reception


Tuesday, September 27

7:00 AM - 2:30 PM Registration
7:00 AM - 8:00 AM Breakfast Buffet
8:00 AM - 9:20 AM Capital Markets Update
  • The capital market’s views of REITs moving to a stand-alone GICS sector
  • Marketing your company to generalist investors
  • The impact of regulation on secured borrowing
  • Evaluating a REIT’s balance sheet strength
Alexander Jessett, CFO, Camden Property Trust

Eddy Allegaert, Managing Director, J.P. Morgan
Jared Birnbaum, Managing Director, Deutsche Bank Securities Inc.
Anthony Fertitta, Managing Director, Bank of America Merrill Lynch
Scott Galloway, Executive Managing Director, HFF
Suzzanne Sorkin, SVP, Adelante Capital Management LLC
9:20 AM - 9:30 AM Networking Break
9:30 AM - 10:30 AM Setting the Stage for the GICs Change
  • Implications of the new GICS real estate sector on REITs
  • Educational outreach efforts to generalist investors
Kevin Berry, SVP-Investor & Public Relations, General Growth Properties, Inc.

Floris van Dijkum, Managing Director, Boenning & Scattergood
Stephen Richter, EVP & CFO, Weingarten Realty Investors
Sarah Wade, SVP & Sr. Research Analyst, Nuveen Asset Management
Kurt Walten, SVP-Investment Affairs & Investor Education, NAREIT
10:30 AM - 10:40 AM Networking Break
10:40 AM - 11:40 AM SEC Hot Topics including Reporting Non-GAAP Measures
  • Non-GAAP Reporting
  • Recent comment letters
  • SEC’s Concept Release on S-X
John Gottfried, CFO, Acadia Realty Trust

Tim Bodner, Managing Director, PwC
Daniel Gordon, Sr. Assistant-Chief Accountant, Securities and Exchange Commission
Shea Morgenroth, CAO & Treasurer, Hines Real Estate Investment Trust, Inc.
11:40 AM - 11:50 AM Networking Break
11:50 AM - 1:15 PM Lunch General Session - Where are we in the Real Estate Cycle?

Glenn Mueller, Professor, University of Denver

1:15 PM - 1:30 PM Networking Break
1:30 PM - 2:45 PM Financial Standards Update
  • FASB Financial Instruments - Credit Losses Standard
  • FASB Clarifying the Definition of a Business Proposal
  • FASB Derecognition of Nonfinancial Assets Proposal
  • PCAOB Reproposal to Enhance the Auditor’s Report for Investors with Refined Requirements for Critical Audit Matters
  • SASB Updates on Sustainability within the SEC’s Concept Release & the Codification of SASB Standards
Mark Skomal, SVP, CAO & Controller, DCT Industrial Trust Inc.

Bryan Esterly, Sector Analyst-Infrastructure, Sustainability Accounting Standards Board
Robert Royall, Partner, EY
Christopher Semesky, Partner, KPMG LLP
Wyndham Smith, Partner, Deloitte
2:45 PM Program Concludes


*NOTE: This schedule is subject to change.

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CPE Information

Up to 12.5 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:

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 2016 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 Katelyn Rowland at or 202-739-9443.


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Registration Fees

  On or Before August 31 On or After September 1
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

Grand Hyatt Denver
1750 Welton St
Denver, CO 80202
*Note: This is the link to the Grand Hyatt Denver 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

Guest Room: $229.00

*Cut off date to receive group rate (pending availability) is Wednesday, August 31, 2016.

Conference Cancellation Policy

All cancellations must be received in writing to Katelyn Rowland at Full conference refunds will be issued for cancellations received no later than Wednesday, August 31, less a $100 processing fee.

*No refunds will be granted after Wednesday, August 31.

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 All change requests are subject to room availability. Please do not call the hotel directly.

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