2017-09-18
2017-09-19
Fairmont Copley Plaza
138 St James Ave. Boston Massachusetts 02116
Sept. 18 - 19
Fairmont Copley PlazaBoston, Massachusetts

SFO Workshop 2017

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.

For sponsorship opportunities, please contact Chris Flood.

SFO Workshop Program Directors

  • CPE Credit

    CPE Information

    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 2017 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

  • Registration & Hotel Information

    Registration Fees
      On or Before August 25 On or After August 26
    SFO Workshop Registration Fee $895 $995

    *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 Copley Plaza
    138 St. James Avenue
    Boston, MA 02116
    *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: $380.00
    Deluxe Room: $414.00
    *Cut off date to receive group rate (pending availability) is Friday, August 25, 2017.

    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, August 25, less a $100 processing fee.

    *No refunds will be granted after Friday, August 25, 2017.

    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.

  • SFO Workshop Attendee Roster

    To view the SFO Workshop 2017 Attendee Roster, please login below. Once you are logged in, the SFO Workshop 2017 Attendee Roster will appear containing the name and company for all individuals registered to attend SFO Workshop 2017. 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.

  • Schedule

    Monday, September 18

    9:00 AM - 6:00 PM Registration
    11:00 AM - 2:00 PM Best Financial Practices Council (by invitation only)
    2:00 PM - 2:15 PM Networking Break
    2:15 PM - 4:00 PM Accounting Roundtable Discussions
    • Accounting I: Sectors - Retail, Diversified & All Other Sectors
      • Implementation of the Leases and Revenue Recognition Standards
      • Partial Sales of Non-Financial Assets
      • Non-GAAP Measures, including recent SEC Comment Letters
      • NAREIT-Defined EBITDA for Real Estate (EBITDAre)
      Discussion Leaders:
      Scott Anderson, Former EVP & CAO, HCP, Inc.
      Gary Hansen, VP–VCP Fund Controller, Vornado Realty Trust
    • Accounting II: Sectors - Office, Residential & Industrial
      • Implementation of the Leases and Revenue Recognition Standards
      • Partial Sales of Non-Financial Assets
      • Non-GAAP Measures, including recent SEC Comment Letters
      • NAREIT-Defined EBITDA for Real Estate (EBITDAre)
      Discussion Leaders:
      Kristie Hepburn, SVP & Director-Accounting Policy, SL Green Realty Corp.
      Cynthia Parr, VP-Financial Reporting, Equity Residential
    3:00 PM - 4:00 PM Investor Relations Roundtable Discussion
    • Investor Targeting
    • ESG and Shareholder Activism
    • Working with Management Teams
    • Managing Relationships with Sell-side and Buy-side Analysts
    • IR Performance Measurement
    Discussion Leader:
    Ryan Dennison, SVP-Corporate Finance & Investor Relations, American Campus Communities, Inc.
    4:00 PM - 4:15 PM Networking Break
    4:15 PM - 5:30 PM Opening General Session – Status of Tax Reform
    • Details of the “Big Six” Consensus Plan
    • Chances of Tax Reform Passing in 2017
    • Impact on Real Estate
    Welcome Introduction & Moderator:
    Steve Wechsler, President & CEO, NAREIT

    Panelists:
    Norm Brownstein, Co-Founder & Chairman of the Board, Brownstein Hyatt Farber Schreck, LLP
    Marc Lampkin, Managing Partner, Brownstein Hyatt Farber Schreck, LLP
    5:30 PM - 6:30 PM SFO Workshop & HR Forum Joint Reception

     

    Tuesday, September 19

    7:00 AM - 4:00 PM Registration
    7:00 AM - 8:00 AM Breakfast Buffet
    8:00 AM - 9:20 AM Session: Capital Markets Update
    • Impact of Administration policy plans on the markets
    • Status and direction of cap rates and stock multiples
    • Outlook for 2017/2018 strategic activity - more privatizations or public to public deals?
    • Credit landscape
    Moderator:
    Stuart Brown, EVP & CFO, Iron Mountain

    Panelists:
    J. Scott Craig, VP & Portfolio Manager, Eaton Vance Management
    Michael Judlowe, Managing Director-Equity Capital Markets, Jefferies LLC
    Daniel Klausner, Managing Director-Capital Markets Advisory Leader, PwC
    Mark Streeter, Managing Director-North America Credit Research, J.P. Morgan
    9:20 AM - 9:30 AM Networking Break
    9:30 AM - 10:30 AM Session: The Dos and Don’ts of Effective Investor Communications
    • Key/Highest value elements when meeting with a company/management team
    • Overused/Lacking content in Earnings Calls & Investor Presentations
    • Examples of REITs whose messaging stands out and illustrates a compelling investment thesis
    • Investor & management interaction
    Moderator:
    Ryan Dennison, SVP-Corporate Finance & Investor Relations, American Campus Communities, Inc.

    Panelists:
    Andrew Babin, Sr. Research Analyst, Baird
    Arthur Hurley, VP & Sr. Portfolio Manager, Columbia Threadneedle Investments
    Gina Szymanski, Director, AEW Capital Management
    10:30 AM - 10:40 AM Networking Break
    10:40 AM - 11:55 AM Session: FASB/IASB Financial Statement Presentation Projects
    • IASB Primary Financial Statements project
    • FASB Financial Performance Reporting project
    • Is there a relationship between these projects
    • Industry opportunities and concerns
    Moderator:
    David Wolff, CAO & VP-Financial Reporting, Taubman Centers, Inc.

    Panelists:
    Nancy Anderson, VP-Financial Reporting & CFO, RealPAC
    Cullen Walsh, Assistant Director, Financial Accounting Standards Board
    George Yungmann, SVP-Financial Standards, NAREIT
    11:55 AM - 12:00 PM Networking Break
    12:00 PM - 1:30 PM Lunch General Session - Real Estate Economic Outlook
    • Real estate price dynamics and some considerations about the cycle
    • New data and research becoming available for institutional investment
    • Using new data for simulation analysis to value flexibility in real estate investment
    Speaker: 
    David Geltner, Professor of Real Estate Finance, MIT Department of Urban Studies & Planning, Massachusetts Institute of Technology, Center for Real Estate
    1:30 PM - 1:40 PM Networking Break
    1:40 PM - 2:55 PM Session: Financial Standards Update
    • FASB Leases/Revenue Recognition Implementation Update on Common Area Maintenance
    • SEC Comment Letter Trends
    • PCAOB Standard Setting Update
    • FASB Financial Instruments - Derivatives and Hedging Standard
    Moderator:
    Wendy Gill, SVP, Corporate Operations & CAO, Columbia Property Trust, Inc.

    Panelists:
    Sandra Bakaysa, Sr. Manager–Department of Professional Practice, KPMG
    Molly Cummings, Partner, Deloitte LLP
    Steven Jacobs, Partner, EY
    Cullen Walsh, Assistant Director, Financial Accounting Standards Board
    2:55 PM - 3:05 PM Networking Break
    3:05 PM - 4:00 PM Session: Data Governance
    • Struggles and success in the data governance processes
    • How our organizations use data, metrics and reporting
    • Robotic process administration and application in real estate
    Moderator:
    Anna Fitzgerald, SVP & CAO, Care Capital Properties, Inc.

    Panelists:
    Kathleen Geil, VP-Operations Systems & Processes, Corporate Office Properties Trust
    Clay Hallman, Director, Simon Property Group, Inc.
    Lauren Stokes, Director, RealFoundations
    4:00 PM Program Concludes

    NOTE: The schedule above may be subject to change.

  • Current Sponsors