Nareit has made the decision to cancel its upcoming REITwise 2020 meeting, scheduled for April 1-3 at the Marriott Marquis Hotel in Washington, DC.
Yesterday, DC Mayor Muriel Bowser declared both a state of emergency and a public health emergency related to the COVID-19 virus, effective immediately. Also yesterday, the DC Department of Health recommended that non-essential mass gatherings, including conferences and conventions, be postponed or cancelled through March 31. Given these developments related to the emergence of COVID-19, Nareit believes it is no longer safe, healthy, advisable or sensible to proceed with the meeting as scheduled.
Given the high difficulty of satisfactorily rescheduling REITwise later this year and the inherent limitations associated with Nareit successfully replicating the meeting electronically, Nareit will fully refund fees already paid by registrants and sponsors in the coming days.If you have a hotel reservation at the Marriott Marquis which was not previously cancelled by you, it now will be automatically cancelled and any already paid fees will be refunded.
Should you have any questions, please feel free to contact Pam Coleman, Nareit’s SVP of Meetings at pcoleman@nareit.com or members of her team, Katelyn Rowland (krowland@nareit.com) or Afia Boone (aboone@nareit.com).
We will certainly miss REITwise this year and we are very sorry that you will, too. We look forward to seeing you at other Nareit meetings later in the year as well as at REITwise 2021, which will take place at the La Quinta Resort & Club on March 23-25 in La Quinta, CA.
Wednesday, April 1
| 7:30 a.m. - 6:30 p.m. | Registration |
| 7:30 a.m. - 6:30 p.m. | Networking Room |
| 9:00 a.m. - 11:15 a.m. | Best Financial Practices Council (invitation only) |
| 11:30 a.m. - 1:00 p.m. | General Counsel Luncheon (Nareit corporate members only) |
| 11:30 a.m. - 1:00 p.m. | Senior Financial Officer Luncheon (Nareit corporate members only) |
| 11:30 a.m. - 1:00 p.m. | Tax Director's Luncheon (Nareit corporate members only) |
| 1:00 p.m. - 1:15 p.m. | Networking Break |
| 1:15 p.m. - 2:45 p.m. | Accounting Committee Moderator: Christopher Drula, SVP, Financial Standards, Nareit Panelists: Nancy Anderson, VP, Financial Reporting & CFO, REALPAC Gavin Duckworth, Director, Global Real Estate, Chatham Financial Ross Prindle, Managing Director & Global Practice Leader, Duff & Phelps Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit |
| 2:45 p.m. - 3:00 p.m. | Networking Break |
| 3:00 p.m. - 4:30 p.m. | Government Relations Committee Panelists: Bernard Audet, Jr., Assistant to the Branch Chief, Internal Revenue Service Andrea Hoffenson, Branch Chief, Internal Revenue Service Karl Smith, VP, Federal Tax & Economic Policy, Tax Foundation |
| 4:30 p.m. - 4:45 p.m. | Networking Break |
| 4:45 p.m. - 6:15 p.m. | Insurance Committee Moderator: Karissa O'Keefe, AVP, Arch Insurance Group Inc. Panelists: Timothy Crowley, First VP, Alliant Insurance Services Brian Dunphy, SVP & Managing Director, Alliant Insurance Services Stephen Kelly, Account Executive, Alliant Insurance Services Howard Sider, AVP, Arch Insurance Group Inc. |
| 4:45 p.m. - 6:15 p.m. | State & Local Tax Subcommittee Moderator: Nabil Andrawis, EVP & Director, Taxation, Lexington Realty Trust Panelists: Sam Melehani, Partner, PwC Raymond Melone, Principal, Ryan LLC Michele Randall, Partner, EY Michael Wanroy, Sr. Tax Manager, RSM US LLP |
| 6:15 p.m. - 7:30 p.m. | Opening Reception |
Thursday, April 2
| 6:00 a.m. - 7:00 a.m. | SoulCycle® ride (optional event) |
| 6:00 a.m. - 7:00 a.m. | Yoga (optional event) |
| 7:00 a.m. - 4:30 p.m. | Registration |
| 7:00 a.m. - 4:30 p.m. | Networking Room |
| 7:00 a.m. - 8:30 a.m. | Networking Breakfast |
| 8:00 a.m. - 9:30 a.m. | General Session: State of the Capital Markets
Billy Wright, Managing Director, Wells Fargo Securities Panelists: Justin Brown, Managing Director, Advisory & Consulting, Green Street Advisors Kimberly Chan, VP, AllianceBernstein Jay Johnson, CFO, Lamar Advertising Company Gina Szymanski, Director & Portfolio Manager, AEW Capital Management |
| 9:30 a.m. - 9:45 a.m. | Networking Break |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 1: REIT Operational Tax Issues
Puneet Sharma, Global Director, Tax, W. P. Carey Inc. Panelists: Mario Fulgieri, SVP, Tax, Paramount Group, Inc. Stephen Giordano, Principal, Washington National Tax, KPMG LLP Ashley Peeper, VP, Tax, Xenia Hotels & Resorts, Inc. |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 2: Issues Tackled by General Counsels
Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT Panelists: Erica Borenstein, General Counsel, Farmland Partners Inc. Edward Schulman, EVP, General Counsel & Secretary, AvalonBay Communties, Inc. Jim Snyder, EVP & Chief Legal Officer, Americold Realty Trust Adina Storch, EVP, General Counsel, Chief Compliance Officer & Corporate Secretary, Cedar Realty Trust, Inc. |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 3: What’s on The Minds of SEC & FASB Leadership Moderator: Julie Swinehart, EVP, CFO & Treasurer, RPAI Panelists: Shayne Kuhaneck, Acting Technical Director , FASB John Vanosdall, Deputy Chief Accountant, Office of the Chief Accountant, Securities & Exchange Commission |
| 11:00 a.m. - 11:15 a.m. | Networking Break |
| 11:15 a.m. - 12:30 p.m. | General Session: State of the Real Estate Markets
Constance Hunter, Chief Economist, KPMG LLP |
| 12:30 p.m. - 1:45 p.m. | Networking Lunch |
| 1:45 p.m. - 3:00 p.m. | Concurrent Session 1: Multi-discipline ESG
Cathy Barré, EVP & General Counsel, Nareit Panelists: Ann Dee, EVP, General Counsel & Corporate Secretary, Duke Realty Corporation Katayun Jaffari, Partner, Ballard Spahr LLP Mike Labelle, EVP, CFO & Treasurer, Boston Properties, Inc. Marc Siegel, Partner, EY |
| 1:45 p.m. - 3:00 p.m. | Concurrent Session 2: REIT M&A Primer
Gil Menna, Partner, Goodwin Panelists: Kristy Harlan, SVP, General Counsel & Corporate Secretary, Weyerhaeuser Stacey McEvoy, Partner, Hogan Lovells Gerald Thomas, Partner, McGuireWoods LLP |
| 3:00 p.m. - 3:15 p.m. | Networking Break |
| 3:15 p.m. - 4:30 p.m. | General Session: Diversity
Carla Harris, Vice Chairman of Wealth Management & Senior Client Advisor, Morgan Stanley Kimberly Ross, Chief of Staff & Chief Counsel, Office of Congresswoman Joyce Beatty |
| 4:30 p.m. - 5:30 p.m. | Networking Happy Hour |
Friday, April 3
| 7:30 a.m. - 12:30 p.m. | Registration |
| 7:30 a.m. - 12:30 p.m. | Networking Room |
| 7:30 a.m. - 8:30 a.m. | Networking Breakfast |
| 8:15 a.m. - 9:30 a.m. | General Session: Elections are Around the Corner Speakers: Sean Duffy, Former U.S. Congressman of Wisconsin Jennifer Granholm, Former two-term governor of Michigan and Politico columnist |
| 9:30 a.m. - 9:45 a.m. | Networking Break |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 1: REIT Tax Conundrums
Neal Lewis, SVP, Taxation, Duke Realty Corporation Panelists: Julanne Allen, Principal, Washington National Tax, PwC Jay Blaivas, Partner, Morrison & Foerster Ameek Ponda, Partner, Sullivan & Worcester LLP Lorraine White, Partner, Grant Thornton |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 2: Finance Transformation
Ian Kaufman, SVP & CAO, Equity Residential Panelists: Sean Bennett, Director, Strategic Innovation, BlackLine John D'Angelo, Managing Director, Deloitte LLP Margaret Kreuz, Lead Accountant, Process Improvement, Welltower Inc. |
| 9:45 a.m. - 11:00 a.m. | Concurrent Session 3: SEC Legal Update
Rob DelPriore, EVP & General Counsel, MAA Panelists: Kenneth Betts, Partner, Winston & Strawn LLP Laura Kaufmann Belkhayat, Partner, Skadden, Arps, Slate, Meagher & Flom LLP Eric Kevorkian, SVP & Sr. Corporate Counsel, Boston Properties, Inc. James Lopez, Legal Branch Chief, SEC, Division of Corporation Finance |
| 11:00 a.m. - 11:15 a.m. | Networking Break |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 1: Tax Issues for REITs Investing Outside the U.S.
Moderator: |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 2: Corporate Governance: Who is the True Stakeholder?
Victoria Rostow, SVP, Regulatory Affairs & Deputy General Counsel, Nareit Panelists: Donna Anderson, VP & Head of Corporate Governance, T. Rowe Price Associates, Inc. James Hanks, Jr., Partner, Venable LLP Nell Minow, Vice Chair, ValueEdge Advisors Tom Quaadman, EVP, U.S. Chamber Center for Capital Markets Competitiveness, U.S. Chamber of Commerce |
| 11:15 a.m. - 12:30 p.m. | Concurrent Session 3: PCAOB and SEC Non-legal Update
Ermelinda Berberi, SVP & CAO, Paramount Group, Inc. Panelists: Catherine Ide, Sr. Managing Director of Professional Practice & Member Services, Center for Audit Quality Timothy Kviz, National Assurance Managing Partner, SEC Services, BDO USA LLP Barbara Vanich, Deputy Chief Auditor, PCAOB |
| 12:30 p.m. | Program Concludes |
NOTE: The schedule above may be subject to change.
Registration Pricing
Registration fees include all educational sessions, receptions, refreshment breaks and meal functions.
| Registration Fees | On or Before March 6, 2020 | After March 6, 2020 |
| Corporate Member* | $1,345 | $1,445 |
| Individual Member | $1,645 | $1,745 |
| Tax Exempt Member | $650 | $750 |
| Non-Member** | $2,750 | $2,850 |
| 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 |
| SoulCycle® Ride | $25 | $25 |
| Yoga | $25 | $25 |
*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 the Opening Reception, Happy Hour, access to Networking Room and all meal functions
Conference Cancellation Policy
UPDATE FOR CANCELLATIONS AS OF MARCH 2: Nareit is closely monitoring the travel situation and will review the advisability of holding the meeting as new information and events dictate. Any cancellation between March 2nd and March 18th will receive a full refund.
All cancellations must be received before Saturday, March 7, 2020. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Saturday, March 7, 2020. No refunds will be granted after Saturday, March 7, 2020. Nareit’s refund policy does not extend past this date for any situation including illness or weather.
Conference Attire
The conference attire is business casual.
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Nareit Room Block
Marriot Marquis Washington, DC
901 Massachusetts Ave NW
Washington, DC 20001
Nareit Room Rates:
Marriot Marquis Washington, DC
Standard - $349.00
Hotel Reservation Policy
In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. Once registered, attendees will receive a confirmation email with the link to book a hotel room online. 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 also 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, March 6, 2020.
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, March 6, 2020, 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 Events 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.
Conference educational and networking activities are only open 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. Only registered attendees will be eligable to receive continuing education credits.
Up to 19.5 hours of CPE credits are available
Up to 17.5 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 Nareit's REITwise: 2020 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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Taryn Fielder, SVP, General Counsel & Corporate Secretary, WashREIT |
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Puneet Sharma, Global Director of Tax, W.P. Carey Inc. |
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Julie Swinehart, EVP, CFO & Treasurer, RPAI |
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Billy Wright, Managing Director, Wells Fargo Securities |
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Platinum level:
Conference Registration
Tracie Betts
Manager, Operations
202-739-9439
tbetts@nareit.com
Allison Shaw
Manager, Operations
202-739-9420
ashaw@nareit.com
Hotel Reservations
Lacey Rimoli-Wiesel
Housing Director, Staged Right Events
954-404-8252
lacey@stagedrightevents.com
Amy Miller
Meeting and Conference Coordinator, Staged Right Events
954-404-8252
amy@fetchbranding.com
Sponsorship
Chris Flood
VP, Business Development
202-739-9412
cflood@nareit.com
Speakers
Katelyn Rowland
VP, Membership & Meetings
202-739-9443
krowland@nareit.com
Overall Conference Issues
Pam Coleman
SVP, Meetings
202-739-9427