REITWise 2017

2017 REITWise Sponsorship Oppportunities

Now available! Opportunities are listed below. Should you be interested in securing one of these sponsorship opportunities, please complete the interest form. Click here. Upon receipt of your sponsorship interest form, a confirmation e-mail and contract will be prepared and sent to the sponsorship contact provided.

Should you have any questions regarding these sponsorship opportunities, please to contact Chris Flood. Should you have questions concerning the online form or submission process, please contact Tracie Desjardins.

REITWise 2017 will officially open on Tuesday, December 6. We encourage you to visit REIT.com at that time for additional meeting information. Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Monday, December 12.
- See All Sponsors
- Sponsorship Opportunities

49499 Eisenhower Dr.
La Quinta, CA 92253
Phone: (760) 564-4111
* Please note this is the link to the La Quinta Resort & Club website. This is NOT the link to reserve your hotel room at the NAREIT group rate. You must first register for REITWise 2017^® in order to book your hotel room. After your registration is confirmed, you will receive a confirmation e-mail that will contain the hotel reservation link.

NAREIT Room Rate

La Quinta Resort & Club** - SOLD OUT!!
- $365.00 Standard Guest Room
Hyatt Regency Indian Wells Resort & Spa
- $309.00 Standard Guest Room (Single & Double Occupancy)

** All REITWise events will take place at La Quinta Resort & Club. Shuttle service will be provided throughout the day from March 22 - March 24 from the Hyatt Regency Indian Wells Resort & Spa to La Quinta Resort & Club.

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 the Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

NOTE: Hotel reservations at the group rate are subject to availability after Friday, February 17, 2017.

Standard Room Amenities
High-speed internet, cordless phones, and coffee-maker in all rooms and suites
Climate control panels for personalized comfort
Desk, writing / work, with ergonomic chair, and electrical outlet
In-room safes

Dining
Morgan's Desert
Serving: Cocktails & Dinner
Dress attire: Smart Casual

Twenty6
Serving: Breakfast, Lunch & Dinner
Dress attire: Casual

Adobe Grill
Serving: Bar & Dinner
Dress attire: Casual

Centre Court Café
Serving: Light Lunch, Snacks & Bar
Dress attire: Casual

MD Grill (located at the La Quinta Resort Mountain Course)
Serving: Breakfast, Lunch & Bar
Dress attire: Casual

Earnie's Bar (located at the Nicklaus Tournament Course)
Serving: Breakfast, Lunch, Dinner & Bar
Dress attire: Casual

Wallaby's West (located at the Greg Norman Clubhouse at PGA WEST)
Serving: Breakfast, Lunch & Bar
Dress attire: Casual

Fitness
La Quinta Resort & Club also features an fitness center. For more information, please visit La Quinta Resort & Club Fitness online.

Parking
Valet & Self parking are complimentary.

Pets
La Quinta Resort & Spa is a pet-friendly property. For more information, visit their website here.

Prices and Policies

Registration Pricing
Registration fees include all educational sessions, the opening reception, refreshment breaks and meal functions.

Registration Fees	On or Before February 17, 2017	After February 17, 2017
Corporate Member*	$1,145	$1,245
Individual Member	$1,445	$1,545
Tax Exempt Member	$600	$700
Non-Member**	$2,145	$2,245

Optional Spouse Registration Fees
Full Spouse Registration Includes Opening Reception, Happy Hour, access to Networking Room and all meal functions	$275	$275
Spouse Ticket for only the Wednesday Opening Reception	$110	$110

*Employees of a REIT or public real estate operating company (or its sponsor) that is a NAREIT member.

**Employees and Officers of REITs (or their sponsors) that are not members of NAREIT may NOT attend this meeting as Non-Members. The REIT must be a NAREIT member.

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 prior to Friday, February 17, 2017, less a $100 processing fee.

No refunds will be granted after Friday, February 17, 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 the Staged Right hotel room block site up until 72 hours prior to arrival or by emailing colette@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

NOTE: Hotel reservations are due no later than Friday, February 17, 2017, to receive the NAREIT group rate (pending availability).

Education

CPE/CLE Information

Conference educational and networking activities are open only to registered attendees. Your badge is proof of registration and is required for admission to all conference activities and functions. There is an RFID tracking chip in each badge that will be used to track your session attendance and duration.

Up to 19.5 hours of CPE credits are available

Up to 17.75 hours of CLE credits are available*
*Note: Available credit hours vary state to state.

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 submitted 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 19.5 credits may be earned at REITWise 2017®: NAREIT's Law, Accounting & Finance Conference. This conference is an intermediate level course geared toward the tax, accounting, and special knowledge fields. The course presentation method is Group Live, and no advance preparation is required.

For more information regarding administrative policies such as complaint and refund, please contact Afia Boone at aboone@nareit.com or 202-739-9433.

NASBACPE

Questions

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

Katelyn Rowland
Director, Membership & Meetings
202-739-9443
krowland@nareit.com

Hotel Reservations
Lacey Rimoli-Wiesel
Staged Right Events
954-404-8252
lacey@stagedrightevents.com

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

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

Overall Conference Issues
Pam Coleman
SVP, Meetings
202-739-9427
pcoleman@nareit.com

Detailed Schedule

The Onsite Program is Now Available Here!

Tuesday, March 21
3:00 PM – 5:00 PM	Registration Opens
Wednesday, March 22
7:30 AM – 6:30 PM	Registration
7:30 AM – 6:30 PM	Networking Room
8:00 AM – 11:15 AM	Best Financial Practices Council (by invitation only)
9:30 AM – 1:00 PM	Tax Director Meeting & Luncheon (corporate members only)
11:30 AM – 1:00 PM	Senior Financial Officer Luncheon (corporate members only) Speaker: Gilbert Menna, Partner & Co-Chair-Real Estate & Real Estate Capital Markets Practice, Goodwin
11:30 AM – 1:00 PM	General Counsel Luncheon (corporate members only)
1:15 PM – 2:45 PM	Accounting Committee* Non-GAAP measures beyond FFO FASB agenda consultation Implementation of new credit loss standard Disclosure effectiveness project Moderator: Christopher Drula, VP-Financial Standards, NAREIT Panelists: David Augustyn, Partner-Deal Advisory, KPMG LLP Brandon Landas, Partner-National SEC Department, BDO USA, LLP G. Wyndham Smith, Partner, Deloitte LLP George Yungmann, SVP-Financial Standards, NAREIT
3:00 PM – 4:30 PM	Government Relations Committee* Real estate consequences of fundamental tax reform IRS officials on PLRs and Guidance Plan items Current state of partnership tax audit guidance Dodd-Frank reform/repeal Moderators: Rohn Grazer, Managing Director-Tax, Prologis, Inc. Brian Wood, SVP & Chief Tax Officer, Ventas, Inc. Panelists: Julanne Allen, Assistant to the Branch Chief-Financial Institutions & Products, Internal Revenue Service Andrea Hofferson, Branch Chief-Financial Institutions & Products, Internal Revenue Service Michael Novey, Associate Tax Legislative Counsel, U.S. Treasury Department Ameek Ponda, Partner & Director- Tax Department, Sullivan & Worcester LLP Donald Susswein, Principal, RSM US LLP Staff Liaisons: Catherine Barre, SVP-Policy & Politics, NAREIT Dara Bernstein, SVP & Tax Counsel, NAREIT Tony Edwards, EVP & General Counsel, NAREIT Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT
4:30 PM – 6:00 PM	Insurance Committee* Cyber Security from a Washington Perspective Policy/Legal Update NAREIT Directors & Officers Liability Insurance Program with Arch Chair: Michael Horvath, SVP-Risk Management, Simon Property Group, Inc. Panelists: Michael Chu, VP & National Practice Leader-REITs, Arch Insurance Group Inc. Stephen Kelly, Director, Crystal & Co. Victoria Rostow, SVP-Policy & Regulatory Affairs, NAREIT Ari Schwartz, Managing Director-Cybersecurity Services, Venable LLP Howard Sider, Underwriting Manager-Executive Assurance, Arch Insurance Group Inc.
4:30 PM – 6:00 PM	State & Local Tax Subcommittee* Impact of tax reform on state and local taxes State and local updates Impact of BBA partnership audit rules Addressing federal to state adjustments Allocation of built-in gains among states Co-Chairs: Joseph Gurney, Director, Deloitte LLP Tracy Swearingen, SVP-Taxation, Duke Realty Corporation Panelists: Drew Adams, VP & Director-Tax, Public Storage Sam Melehani, Tax Partner, PwC Michele Randall, Tax Partner-Real Estate SALT Leader, EY Scott Smith, National Technical Practice Leader-State & Local Tax, BDO USA LLP
6:00 PM – 7:30 PM	Welcome Reception
*Open to all REITWise Registrants
Thursday, March 23
7:00 AM – 5:00 PM	Registration
7:00 AM – 4:30 PM	Networking Room
7:00 AM – 9:00 AM	Networking Breakfast Buffet
8:00 AM – 9:30 AM	General Session: State of the Capital Markets Impact of Administration policy plans on the markets Caps rates and stock multiples as the Fed increases rates Outlook for 2017 strategic activity - more privatizations or public to public deals? Credit landscape Waiver discount as an alternative means to raise capital? Welcome: Steven Wechsler, President & CEO, NAREIT Moderator: Scott Eisen, Head-North American Real Estate, Citi Panelists: David Bouton, Managing Director, Citi Charles Fitzgerald, Founder & Managing Partner, V3 Capital Management, L.P. Diana Laing, CFO, American Homes 4 Rent Jim Sullivan, President-Advisory & Consulting, Green Street Advisors
9:30 AM – 9:45 AM	Networking Break
9:45 AM – 11:00 AM	Concurrent Session 1: Partnership Planning & Pitfalls UPREIT transactions under the 707/752 regulations Preparing for the partnership audit rules Planning for an avalanche of Subchapter K IRS guidance Working with the proposed fractions rule guidance Moderator: Terence Cuff, Of Counsel, Loeb & Loeb LLP Panelists: Adam Cohen, SVP-Tax, iStar Cameron Cosby, Partner, Hogan Lovells Sanford Presant, Chairman-Real Estate Fund Practice Group, Greenberg Traurig, LLP Andrea Whiteway, Principal, EY
9:45 AM – 11:00 AM	Concurrent Session 2: Deep Dive # 1: Implementing the Leases Standard The Leases standard is around the corner; what will you do? Accounting for CAM and other “non-lease” expenses Information systems considerations Are lessors/lessees trying to renegotiate current leases Moderator: Michael Walsh, SVP & CAO, Boston Properties, Inc. Panelists: Alexander Martin, Director-Capital Markets & Accounting Advisory Services, PwC Scott Muir, Partner, KPMG LLP Ross Prindle, Managing Director, Duff & Phelps Jay Wages, Master Principal Sales Consultant, Oracle
9:45 AM – 11:00 AM	Concurrent Session 3: SEC Legal Issues CEO pay ratio and other disclosures Guidance on claw backs Proxy items and access Universal ballots Moderator: Scott Fenster, SVP-Legal, Equity Residential Panelists: Michael Hermsen, Partner, Mayer Brown LLP Carrie Ratliff, Partner, King & Spalding LLP David Slotkin, Partner, Morrison & Foerster LLP
9:45 AM – 11:00 AM	Concurrent Session 4: Trends Outsourcing, process automation Analytic tools How changes in technology, demographics, federal policy and globalization may impact the real estate market Moderator: Joshua Herrenkohl, Principal-EY Global RHC Advisory Leader, EY Panelists: Meredith Darnall, VP-Creative & Brand Strategy, General Growth Properties, Inc. Michael Marchuk, Advisory Partner Director, Blue Prism Parimala Rao, SVP-Information Technology, SL Green Ranjini Venkatesan, AVP-Analyst, Moody's Investor Services
9:45 AM – 11:00 AM	Roundtable: Sustainability Sustainability disclosure: discussion about how importance and content of sustainability disclosure is evolving for REITs Valuation: do sustainability issues have an impact on the value of REITs? Can it be leveraged for valuation? Sustainability as a risk mitigation Balancing short-term stakeholder expectations with long-term value of having a robust sustainability strategy Discussion Leaders: Aaron Binkley, Director-Sustainability, Digital Realty Daniele Horton, Head-Sustainability, Parkway Properties, Inc. Fulya Kocak, VP-ESG Issues, NAREIT
11:00 AM – 11:15 AM	Networking Break
11:15 AM – 12:30 PM	General Session: State of the Real Estate Markets Impact of the election on the real estate markets Balance of supply and demand in major sectors Demographic trends impacting tenant demands Speakers: Cedrik Lachance, Director-U.S. REIT Research, Green Street Advisors Calvin Schnure, SVP-Research & Economic Analysis, NAREIT John Worth, SVP-Research & Investor Outreach, NAREIT
12:30 PM – 1:45 PM	Networking Lunch Buffet
1:45 PM – 3:00 PM	Concurrent Session 1: FASB Update Clarifying the definition of business Accounting for partial sales of non-financial assets Accounting for Hedges Moderator: Jon Clark, CFO, CAO & Treasurer, Gramercy Property Trust Panelists: Robert Barton, VP-Accounting Advisory, Chatham Financial Jennifer Hillenmeyer, Partner, National Assurance, EY Kirk Rogers, Partner, Grant Thornton LLP
1:45 PM – 3:00 PM	Concurrent Session 2: Activist Investors Who are they and what do they want? Legal and management strategies in interacting with activists Comparison with non-REIT activists Who benefits from activist campaigns? Moderator: Mark Parrell, EVP & CFO, Equity Residential Panelists: Kevin Daniels, Mergers & Acquisitions Group-Head of Activism & Defense, Bank of America Merrill Lynch Jonathan Litt, Founder & CIO, Land and Buildings Gilbert Menna, Partner & Co-Chair-Real Estate & Real Estate Capital Markets Practice, Goodwin Procter LLP Raymond Mertens Jr., VP, Dodge & Cox Investment Managers
1:45 PM – 3:00 PM	Concurrent Session 3: REIT Tax Primer Asset and income tests UPREIT issues Shareholder rules Dealer sales Best practices in implementation and operational issues Moderator: Lary Wolf, Partner, Roberts & Holland LLP Panelists: Kenneth Betts, Partner, Winston & Strawn LLP Wendi Kotzen, Partner, Ballard Spahr LLP Ameek Ponda, Partner & Director-Tax Department, Sullivan & Worcester LLP Agnes Webb, VP-Tax Compliance, EdR
1:45 PM – 3:00 PM	Concurrent Session 4: Risk Management Issues Managing reputational risk Role of Chief Audit Executives Preparing for cybersecurity challenges Interacting with the Board Moderator: Joann Cangelosi, Partner, Grant Thornton LLP Panelists: Lawrence Jones, Audit Committee Chair, Cole Credit Property Trust Oliver Schmidt, Chief Audit Executive, QTS Realty Trust, Inc. Ari Schwartz, Director-Cybersecurity Services, Venable LLP
3:00 PM – 3:15 PM	Networking Break
3:15 PM – 4:30 PM	Concurrent Session 1: Treasurer’s Topics Safety of cash Working with the Audit Committee System conversions and updating Block chain payments Moderator: Melissa Solis, VP & CAO, Federal Realty Investment Trust Panelists: Joseph Kennedy, Principal, PwC Richard McCarthy, SVP-CRE Regional Sales Manager, U.S. Bank Michelle Ngo, SVP & Treasurer, Kilroy Realty Corporation
3:15 PM – 4:30 PM	Concurrent Session 2: REIT Rivalry: Federal Tax Game Show Planning for the distribution requirement Practical REIT compliance issues Recent IRS guidance Moderator: Michael Hurwitz, Partner-Real Estate Tax Advisory Services, Marks Paneth LLP REIT Executives: Gregory Imhoff, VP, General Tax Counsel & Corporate Secretary, InfraREIT, Inc. Olivier Kolpin, VP-Tax, Sunstone Hotel Investors, Inc. Roger Laty, VP-Tax, UDR, Inc. Tracy Swearingen, SVP-Taxation, Duke Realty Corporation REIT Advisors: Lynn Kawaminami, Partner-Tax, Deloitte Tax LLP David Levy, Partner, Skadden John Napoli, Partner, Seyfarth Shaw LLP Robert Schachat, Principal, EY
3:15 PM – 4:30 PM	Concurrent Session 3: General Counsel Issues Best practices in cyber security Implementing SEC’s probable loss guidance Litigation trends and managing outside counsel Interfacing with your Board of Directors Moderator: Kay Tidwell, EVP & General Counsel, Hudson Pacific Properties, Inc. Panelists: Edmund DiSanto, EVP, CAO & General Counsel, American Tower Corporation Thomas Leanse, Sr. EVP, Chief Legal Officer & Secretary, Macerich Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.
3:15 PM – 4:30 PM	Roundtable: Data Centers Industry and Investor Relations Trends Potential impact of legislation and regulations Discussion Leaders: Mark Jones, VP & Controller, CoreSite Realty Corporation William Schafer, CFO, QTS Realty Trust, Inc. Greg Vondervellen, SVP-Global Tax, Iron Mountain
4:30 PM – 5:30 PM	Happy Hour
Friday, March 24
7:00 AM – 12:15 PM	Registration
7:00 AM – 12:15 PM	Networking Room
7:00 AM – 8:30 AM	Networking Breakfast Buffet
8:00 AM – 9:15 AM	General Session Speakers: Scottie Nell Hughes, Political Editor for RightAlerts.com, Host E-Alerts Daily News Briefs, and Political Contributor for CNN 2016 Election Coverage Eugene Robinson, Washington Post columnist and MSNBC analyst
9:15 AM – 9:30 AM	Networking Break
9:30 AM – 10:45 AM	Concurrent Session 1: Implementing PATH Act Tax Changes Preferential Dividend Rule REIT Spin-offs FIRPTA U.S. REIT Act Moderator: Mark Van Deusen, Principal, Deloitte LLP Panelists: A. Cristina Arumi, Partner, EY Stephen Giordano, Principal, KPMG LLP Adam Handler, Principal, PwC
9:30 AM – 10:45 AM	Concurrent Session 2: Public Non-Listed REITs New fee models: trailing commissions and interval funds Future of DOL fiduciary rule under the Trump Administration NASAA proposed limits on DPP investments Wire house distribution models Moderator: Peter Fass, Partner, Proskauer Rose LLP Panelists: Ella Neyland, President, Steadfast Income REIT Frank Saracino, CFO-Retail Companies, Colony NorthStar, Inc. Leon Volchyok, Chief Securities Counsel, Blackstone Real Estate Income Trust, Inc.
9:30 AM – 10:45 AM	Concurrent Session 3: SEC Financial Standards Non-GAAP disclosure Major issues in comment letters An investor’s perspective of current financial reporting Moderator: Paul Nungester, SVP & Controller, Welltower, Inc. Panelists: Sonia Barros, Assistant Director-Division of Corporation Finance, Securities and Exchange Commission Christine McElroy, Sr. Analyst-Retail, Citi Christa Vesy, EVP & CAO, DDR Corp.
10:45 AM – 11:00 AM	Networking Break
11:00 AM – 12:15 PM	Concurrent Session 1: Deep Dive #2: Implementing the Revenue Recognition Standard SAB 74 Disclosures Scoping Significant Accounts/Transactions Accounting for Sales of Real Estate Transition Methods and Practical Expedients Internal Control Implications Moderator: Ermelinda Berberi, SVP & CAO, Paramount Group, Inc. Panelists: Christopher Harris, Partner, Deloitte LLP Melanie Meretsky, Director-Financial Reporting, Taubman Centers, Inc. Joseph Ottinger, VP-Financial Reporting, Host Hotels & Resorts, Inc.
11:00 AM – 12:15 PM	Concurrent Session 2: Case Study: Ventas’ Spin-off of Capital Care Properties Evaluation of tax structuring issues Implementation social/corporate culture issues Strategy in completing SEC Form 10 and obtaining SEC approval Lessons learned Moderator: Thomas Dorsey, Principal, Centerview Partners Panelists: Kristen Benson, EVP, General Counsel, & Corporate Secretary, Care Capital Properties, Inc. Gregory Liebbe, SVP, CAO & Controller, Ventas, Inc. Ian Nelson, Partner-RE/AM/BCM Team Leader, PwC Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.
11:00 AM – 12:15 PM	Concurrent Session 3: REIT Tax Big Brains Conversation Subsidiary REITs Constructive ownership and related party rents Intangible assets Moderator: Scott Winer, SVP-Tax, Park Hotels & Resorts Panelists: Adam Feuerstein, Principal, PwC Joseph Howe, Partner, Arnold & Porter, LLP Christopher Mangin, Jr., Partner, Vinson & Elkins LLP Ana O’Brien, Partner, Latham & Watkins LLP
11:00 AM – 12:15 PM	Concurrent Session 4: PCAOB Issues PCAOB Impact on Financial Executives Latest developments in PCAOB Auditing Standard Setting Center for Audit Quality initiatives Moderator: Merryl Werber, SVP-Financial Reporting, Kilroy Realty Corporation Panelists: Howard Garfield, SVP-Planning, CAO, Treasurer & Assistant Secretary, Monogram Residential Trust Jan Herringer, Partner, BDO USA, LLP Catherine Nance, Sr. Director-Professional Practice, Center for Audit Quality
12:15pm	Program Concludes

Current Sponsors

Platinum level:

Sourcebook 2017

Wednesday, March 22, 2017

8:00am – 11:15am Best Financial Practices Council (by invitation only)

Luncheons

9:30am – 1:00pm Tax Director Meeting & Luncheon (Corporate members only)

11:30am – 1:00pm Senior Financial Officer Luncheon (Corporate members only)

11:30am – 1:00pm General Counsel Luncheon (Corporate members only)