Read the recap of this year's REITwise, and save the date for Nareit's REITwise: 2019 Law, Accounting & Finance Conference.
Get up-to-speed with the current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.
Join more than 1,200 of your peers for this industry-leading event, March 21 – 23, at the beautiful Diplomat Beach Resort, Hollywood, FL.
You’ll benefit from:
- A robust educational program that offers you the ability to earn up to 19.5 CPE or 17.5 CLE credits
- Valuable insight from industry experts and the regulators, including the SEC, IRS, FASB, Green Street, ISS, CAQ, Citi, Cohen & Steers, and more
- Fantastic networking opportunities, including a beachfront welcome reception, 5k fun run, yoga on the beach, and much more
Nareit members save more than 45 percent on registration. Join Nareit* to receive savings that almost cover the cost of your membership – plus you’ll get access to additional member benefits.
The Diplomat Beach Resort will fill up quickly! Register today.
* If you are an employee of an organization that provides products and services to REITs or real estate companies, you may join Nareit as an individual member. Employees and officers of REITs (or their sponsors) that are not corporate members of Nareit may not attend this meeting as nonmembers. The REIT must be a Nareit corporate member.
Download the Onsite Agenda here.
For more detailed onsite information download the Nareit Events app. Search "Nareit Events" in your app store then launch REITwise.
Tuesday, March 20
| 3:00 p.m. - 5:00 p.m. | Registration |
Wednesday, March 21
| 7:00 a.m. - 6:30 p.m. | Registration |
| 7:00 a.m. - 8:30 a.m. | 5k Fun Run |
| 7:30 a.m. - 8:30 a.m. | Beach Yoga |
| 8:00 a.m. - 11:15 a.m. | Best Financial Practices Council (By invitation only) |
| 11:30 a.m. - 1:00 p.m. | General Counsel Luncheon (By invitation only) |
| 11:30 a.m. - 1:00 p.m. | Senior Financial Officer Luncheon (Nareit corporate members only) Speaker: Andrew Beal, Sr. Manager, Advisory Services, EY |
| 11:30 a.m. - 1:00 p.m. | Tax Directors' Luncheon (Nareit corporate members only) |
| 12:00 p.m. - 2:30 p.m. | Multinational U.S. REIT Council (By invitation only) |
| 1:00 p.m. - 1:15 p.m. | Networking Break |
| 1:15 p.m. - 2:45 p.m. | Accounting Committee (open to all attendees)
Christopher Drula, VP, Financial Standards, Nareit Panelists: Nancy Anderson, CFO & VP-Financial Reporting, Real Property Association of Canada Charles Barley, Director, Risk Advisory Services, RSM US LLP Ross Prindle, Managing Director, Global Practice Leader, Real Estate Advisory Group, Duff & Phelps George Yungmann, SVP, Financial Standards, Nareit |
| 2:45 p.m. - 3:00 p.m. | Networking Break |
| 3:00 p.m. - 4:30 p.m. | Government Relations Committee (open to all attendees)
Julanne Allen, Assistant to the Branch Chief-Financial Institutions & Products, Internal Revenue Service Catherine Barre, SVP, Policy & Politics, Nareit Dara Bernstein, SVP & Sr. Tax Counsel, Nareit Tony Edwards, EVP & General Counsel, Nareit Andrea Hofferson, Branch Chief-Financial Institutions & Products, Internal Revenue Service Victoria Rostow, SVP, Policy & Regulatory Affairs, Nareit |
| 4:30 p.m. - 4:45 p.m. | Networking Break |
| 4:45 p.m. - 6:15 p.m. | Insurance Committee (open to all attendees)
Chair: |
| 4:45 p.m. - 6:15 p.m. | State & Local Tax Subcommittee (open to all attendees)
Joseph Gurney, Director, Deloitte Tax LLP Tracy Swearingen, SVP-Taxation, Duke Realty Corporation Moderator: Marie Conroy, SVP, Tax, Equity Lifestyle Properties, Inc. Panelists: Rachel Kelly, Partner, PwC Fatin Omar, Sr. Manager, Deloitte LLP Scott Smith, National Technical Practice Leader- State & Local Tax, BDO USA LLP Michael Wanroy, Sr. Tax Manager, RSM US LLP |
| 6:00 p.m. - 7:30 p.m. | Opening Reception |
Thursday, March 22
| 7:00 a.m. - 4:00 p.m. | Registration |
| 7:00 a.m. - 9:00 a.m. | Networking Breakfast |
| 8:00 a.m. - 9:30 a.m. | General Session: State of the Capital Markets
Jason Kushner, Managing Director-Capital Markets, PNC Panelists: Laurel Durkay, SVP, Portfolio Manager, Cohen & Steers Capital Management John Guarnera, Financials Analyst, BlueBay Asset Management John Ockerbloom, US Head of Real Estate, Gaming & Lodging, Jefferies LLC Julian Whitehurst, President & CEO, National Retail Properties |
| 9:30 a.m. - 9:45 a.m. | Networking Break |
| 9:45 a.m. -11:00 a.m. | General Session: Dividends Through Diversity
Bonnie Gottlieb, SVP, Member & Industry Affairs, Nareit Panelists: Denise Dank, SVP-Chief HR Officer, Duke Realty Corporation Keisha-Ann Gray, Partner, Proskauer Edward Nekritz, Chief Legal Officer & General Counsel, Prologis, Inc. |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 1: State of Non-GAAP Reporting
Serena Wolfe, Partner, EY Panelists: Matthew DiLiberto, CFO, SL Green Realty Corp. Cindy Fornelli, Executive Director, Center for Audit Quality Christine McElroy, Sr. Equity Research Analyst, Citi Marc Siegel, Board Member, Financial Accounting Standards Board |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 2: REIT Operational/Practical Tax Issues
Scott Winer, SVP, Tax, Park Hotels & Resorts Panelists: William DeKlerk, VP, Tax, Essex Property Trust, Inc. Kristin Myers, VP, Tax, Cousins Properties Maura Wheet, VP, Boston Properties, Inc. Lorraine White, Partner, Grant Thornton LLP |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 3: Corporate Governance
Adam Emmerich, Partner, Wachtell, Lipton, Rosen & Katz Panelists: James Hanks, Partner, Venable LLP Peter Kimball, Head of Advisory & Client Services, ISS Corporate Solutions Mneesha Nahata, VP, Corporate Legal, American Tower Corporation Zach Oleksiuk, Managing Director, Evercore |
| 12:30 p.m. - 12:45 p.m. | Networking Break |
|
12:45 p.m. - 2:30 p.m. |
Lunch General Session: State of the Real Estate Markets
Constance Hunter, Chief Economist, KPMG LLP |
| 2:30 p.m. - 2:45 p.m. | Networking Break |
| 2:45 p.m. - 4:00 p.m. | Concurrent Session 1: SEC & PCAOB Topical Issues
Keri Shea, SVP, Finance & Treasurer, AvalonBay Communities, Inc. Panelists: Hero Alimchandani, Managing Director, Deloitte LLP Sonia Barros, Assistant Director, Division of Corporation Finance, Securities and Exchange Commission Michael Gallagher, SVP, CAO, Camden Property Trust Jan Herringer, National Assurance Partner, BDO USA LLP |
| 2:45 p.m. - 4:00 p.m. | Concurrent Session 2: Partnership Tax Potpourri
Kathleen Courtis, SVP, Taxation, GGP Inc. Panelists: Edward Glazer, Of Counsel, Goodwin Richard Lipton, Partner, Baker McKenzie Mark Patterson, VP, Taxation, Duke Realty Corporation James Sowell, Principal, KPMG LLP |
| 2:45 p.m. - 4:00 p.m. | Concurrent Session 3: General Counsel Panel
Paula Maggio, former EVP-General Counsel & Secretary, RPAI Panelists: Taryn Fielder, SVP, General Counsel & Corporate Secretary, Washington REIT Gage Johnson, General Counsel, Paramount Group,Inc. Deborah Marson, EVP, General Counsel, and Secretary, Iron Mountain Michael Pfeiffer, EVP, General Counsel, Realty Income Corporation |
|
4:00 p.m.- 5:00 p.m. |
Networking Happy Hour |
Friday, March 23
| 7:30 a.m. - 12:30 p.m. | Registration |
| 7:30 a.m. - 12:30 p.m. | Networking Room |
| 8:00 a.m. - 9:30 a.m. | Breakfast General Session Speakers: Jason Chaffetz, Contributor, Fox News Juan Williams, Political Analyst, Fox News |
| 9:30 a.m. - 9:45 a.m. | Networking Break |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 1: REITs Investing outside the U.S.
Mark Roberson, Controller, REIT Tax Compliance, Simon Property Group, Inc. Panelists: Alysia Goodnight, VP, Worldwide Tax, Hines Global REIT, Inc. Rohn Grazer, Managing Director, Prologis, Inc. Kelly Nobis, Principal, PwC Bartjan Zoetmulder, Tax Partner, Loyens Loeff N.V. |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 2: New Leases and Revenue Recognition Standards
Janet Menko, Director, GAAP Center of Excellence, Forest City Realty Trust, Inc. Panelists: Steve Broadwater, SVP & CAO, Simon Property Group, Inc. Kristie Hepburn, SVP & Director-Accounting Policy, SL Green Realty Corp. Kristen Naughton, Sr. Director-Financial Reporting and Technical Accounting, Aimco Cullen Walsh, Partner, Grant Thornton LLP |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 3: Treasurer’s Vault
Angela Aman, EVP & CFO, Brixmor Property Group Inc. Panelists: DJ Busch, Managing Director, Green Street Advisors Gavin Duckworth, Director-Hedging and Capital Markets, Chatham Financial Ana Lai, Sr. Director and Analytical Manager, S&P Global Ratings David Point, Sr. Manager, Corporate Finance, Host Hotels & Resorts, Inc. |
|
11:15 a.m. - 12:30 p.m. |
Concurrent Session 1: Financial Reporting Priorities in the SEC’s Office of the Chief Accountant Moderator: Christopher Drula, VP, Financial Standards, Nareit Panelist: Sagar Teotia, Deputy Chief Accountant, Securities and Exchange Commission |
|
11:15 a.m. - 12:30 p.m. |
Concurrent Session 2: Tax Reform
Tony Edwards, EVP & General Counsel, Nareit Panelists: Ray Beeman, Partner, Washington Council Ernst & Young Jeffrey Clark, SVP, Tax & JV Accounting, Host Hotels & Resorts, Inc. Harold Hancock, Partner, McGuireWoods LLP Lynn Kawaminami, Partner, Deloitte Tax LLP |
|
11:15 a.m. - 12:30 p.m. |
Concurrent Session 3: The Future is Now, or at Least Around the Corner
Moderator: Panelists: |
|
11:15 a.m. - 12:30 p.m. |
Concurrent Session 4: SEC Legal Issues
Michael McTiernan, Partner, Hogan Lovells Panelists: Alice Connaughton, Shareholder, Greenberg Traurig, LLP Lily Hughes, SVP, Chief Legal Officer & Corporate Secretary, Public Storage Eric Kevorkian, SVP, Sr. Corporate Counsel, Boston Properties, Inc. Telisa Schelin, Chief Legal Officer, EVP & Secretary, TIER REIT Inc. |
|
12:30 p.m. |
Program Concludes |
*NOTE: This schedule is subject to change.
Registration Pricing
Registration fees include all educational sessions, the opening reception, refreshment breaks and meal functions.
| Registration Fees | On or Before Feb. 16, 2018 | After Feb. 16, 2018 |
| Corporate Member* | $1,245 | $1,345 |
| Individual Member | $1,545 | $1,645 |
| Tax Exempt Member | $600 | $700 |
| Non-Member** | $2,495 | $2,595 |
| Optional Registration Fees | ||
| Full Spouse Registration*** | $275 | $275 |
| Spouse Reception Ticket | $110 | $110 |
| Additional Registration Options | ||
| Tax Directors’ Luncheon* | $130 | $140 |
| SFO Luncheon* | $130 | $140 |
| General Counsel Luncheon* | $130 | $140 |
| 5k Fun Run | $20 | $20 |
| Beach Yoga | $20 | $20 |
*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.
***Full Spouse registration includes Opening Reception, Happy Hour, access to Networking Room and all meal functions
Conference Cancellation Policy
All cancellations must be received in writing to Katelyn Rowland at krowland@nareit.com. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Friday, Feb. 16, 2018.
No refunds will be granted after Friday, Feb. 16, 2018.
Conference Attire
The conference attire is resort casual.
Host Hotel: (sold out)
The Diplomat Beach Resort
3555 S Ocean Dr
Hollywood, FL 33019
Additional Hotel: (sold out)
DoubleTree Resort by Hilton Hollywood Beach
4000 S Ocean Dr
Hollywood, FL 33019
Please contact Lacey Rimoli-Wiesel at lacey@stagedrightevents.com for lodging assistance.
Nareit Room Rates:
The Diplomat Beach Resort
$389.00 – standard
DoubleTree Resort by Hilton Hollywood Beach
$349.00 – standard
Hotel Reservation Policy
In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. If a hotel room is reserved, but the individual is not registered for the conference, 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 reservations at the group rate are subject to availability after Friday, Feb. 16, 2018.
Note: All room reservations will be charged a one-night, non-refundable deposit at the time of reservation request. Hotel reservations are due no later than Friday, Feb. 16, 2018, to receive the group rate (pending availability).
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 lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.
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Thank you for your interest in sponsorship at Nareit’s REITworld. Explore the available sponsorship opportunities below. To secure a sponsorship, complete the sponsorship interest form. Upon receipt of your sponsorship interest form, a confirmation email 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 Betts.Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Tuesday, Dec. 19. We encourage you to visit reit.com at that time for additional meeting information.
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Platinum level:
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 2018®: 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 Katelyn Rowland at krowland@nareit.com or 202-739-9443.
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The REITwise® Sourcebook is available in a complimentary downloadable format on Nareit's website for registered attendees by clicking here. If you are having difficulty logging in to the REITwise Sourcebook, please feel free to contact Member Services at member@nareit.com. This Sourcebook is provided as a benefit to REITwise® attendees and purchasers of the Sourcebook only. Permission is granted to registered REITwise attendees and REITwise Sourcebook purchasers to view and download the Sourcebook materials for their personal use. Sharing Sourcebook access information or downloading Sourcebook materials to forward or provide copies to others is prohibited. If you did not attend REITwise® the Sourcebook materials are available for purchase. If you have any questions regarding the REITwise Sourcebook, please feel free to contact member@nareit.com or (202) 739-9400. |
Conference Registration
Afia Boone
Senior Director, Membership & Meetings
202-739-9433
aboone@nareit.com
Katelyn Rowland
Senior 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
Katelyn Rowland
Senior Director, Membership & Meetings
202-739-9443
krowland@nareit.com
Overall Conference Issues
Pam Coleman
SVP, Meetings
202-739-9427