Thank you for attending REITWise 2017!
The Sourcebook and Session Webcasts are available as your online resource for everything REITWise!
REITWise 2017®: NAREIT's Law, Accounting & Finance Conference® provides attendees with a broad, yet focused educational program that presents a clear picture of current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.
REITWise is being held March 22 – 24, 2017, at La Quinta Resort & Club in La Quinta, CA.
-
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.
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.
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).
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.
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
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*
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*
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*
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*
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 |
-
Platinum level:
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)
Committee Meetings - 1:15 PM - 6:00 PM
- Non-GAAP measures beyond FFO
- FASB agenda consultation
- Implementation of new credit loss standard
- Disclosure effectiveness project
Panel Presentations and Supporting Materials
- BDO Knows - SEC - Year in Review 2015
- BDO Knows - SEC - Year in Review
- BDO Knows - The 2015 AICPA SEC and PCAOB Conference
- BDO Submission on SEC Business and Financial Disclosure Requirements Required by Regulation S-K
- Deloitte - Real Estate Accounting and Financial Reporting Update (December 2016)
- Deloitte - Heads Up - FASB Issues Final Standard on Accounting for Credit Losses
- Deloitte - Heads Up - FASB Proposes Targeted Improvements to Hedge Accounting
- Deloitte - Heads Up - SEC Proposes to Eliminate Outdated and Duplicative Disclosure Requirements
- EY - Technical Line - 2016 AICPA National Conference on Current SEC and PCAOB Developments
- EY - Technical Line - FASB Credit Impairment Standard
- EY - Technical Line - SEC Scrutiny of Non GAAP Financial Measures
- EY - To the Point - SEC Staff Updates Guidance on Non GAAP Financial Measures
- NAREIT Alert (May 19, 2016) SEC Issues CDI on Use of Non-GAAP Financial Measures
- NAREIT Alert (June 23, 2016) FASB Issues Final Credit Losses Standard
- NAREIT Alert (August 12, 2016) SEC Proposal to Simplify Disclosure Requirements
- NAREIT Alert (August 15, 2016) FASB Invitation to Comment - Agenda Consultation
- NAREIT Alert (September 30, 2016) Reporting Pro-Rata Information
- NAREIT Alert (October 18, 2016) Further Guidance on Pro-Rata Reporting of Non GAAP Financial Measures and Metrics
- NAREIT Comment Letter on FASB Agenda Consultation
- NAREIT Comment Letter on FASB Credit Losses Proposal
- NAREIT Submission on FASB Proposal on Assessing whether Disclosures are Material
- NAREIT Submission on SEC Request for Comment on the Effectiveness of Financial Disclosures about Entities other than the Registrant
- NAREIT Unsolicited Comment Letter On Financial Performance Reporting Project
- PwC - Governance Insights Center - Approaching 2016 Year End Financial Reporting
- PwC - In Brief - FASB Issues Final Impairment Standard
- PwC - In Brief - SEC Simplifies Disclosure Requirements
- PwC - In Depth - Impairment
- PwC - Real Estate Alert - Non GAAP Financial Measures
- SFO Alert (October 21, 2015) FASB and SEC Disclosure Simplification Proposals
Government Relations Committee Meeting
- 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
Panel Presentations and Supporting Materials
- A Better Way - Tax Policy Paper
- Chairman Orrin Hatch's Statement on Corporate Integration
- IRS - PLR 201620001
- IRS - PLR 201623007
- IRS - PLR 201628020
- IRS - PLR 201649013
- OMB Memorandum on Regulatory Freeze (1-20-17)
- Partnership Audit Update - Slides
- Cyber Security from a Washington Perspective
- Policy/Legal Update
- NAREIT Directors & Officers Liability Insurance Program with Arch
Panel Presentations and Supporting Materials
State & Local Tax Subcommittee Meeting
- 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
Panel Presentations and Supporting Materials
- State and Local Tax Subcommittee - Slides
- Ameris Bank v. Dept of Revenue; No. BIT. 16-255 (Alabama Tribunal)
- Hawaii Proposed Legislation - HB1012 HD1
- NAREIT Testimony on HB 1012 HD 1 (2-22-17)
- Swart Enterprises v. FTB (Passive LLC Interest Not Doing Business in CA)
Thursday, March 23, 2017
General Session - 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?
Panel Presentations and Supporting Materials
Concurrent Sessions - 9:45 AM - 11:00 AM
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
Panel Presentations and Supporting Materials
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
Panel Presentations and Supporting Materials
- EY - Financial Reporting Developments - Lease Accounting (01-16-17)
- EY - Technical Line - How the FASB’s new leases standard will affect real estate entities (4-16-16)
- KPMG - Build to Suit Leases - Issues In-Depth (February 2017)
- KPMG - Leases - Issues In-Depth (April 2016)
- Oracle - JD Edwards Lease Accounting
- PwC - Embedded Leases (March 2016)
- PwC - Lease Accounting Overhaul - Catalyst for Change in Corp Real Estate (April 2016)
- PwC - Lease Accounting Survey - Summary Report (June 2016)
- PwC - Lessor Accounting - Interaction of New Leasing and Revenue Standards (March 2016)
- PwC - New Lease Standard - Tax Considerations (November 2016)
- PwC - New Leasing Standard - Impacts Beyond Accounting (November 2016)
- CEO pay ratio and other disclosures
- Guidance on claw backs
- Deficiency dividends
- Proxy items and access
- Universal ballots
Panel Presentations and Supporting Materials
- ISS 2017 Proxy Voting Policy Changes Related to Bylaw Amendments
- ISS - 2017 Voting Policy FAQs - Bylaw Amendments (2-24-17)
- Mayer Brown - Capital Markets Roadmap (3-1-17)
- Mayer Brown - REITs and Proxy Access (3-1-17)
- Mayer Brown - Time to Update Risk Factors (March 2017)
- Morrison Foerster - SEC Proposes Universal Proxy Cards for Contested Elections (November 2016)
- Morrison Foerster - What is Next from the SEC - Slide Deck (March 2017)
- NAREIT Comment to SEC on Concept Release on Business and Financial Disclosure Required by Regulation S-K (7-21-16)
- NAREIT SEC Disclosure Update and Simplification Submission (10-28-16)
- SEC Acting Chairman Michael S. Piwowar - Reconsideration of Conflict Minerals Rule Implementation (1-31-17)
- SEC Acting Chairman Michael S. Piwowar - Reconsideration of Pay Ratio Rule Implementation (2-6-17)
- SEC Chair Mary Joe White, Speech, Focusing the Lens of Disclosure to Set the Path Forward on Board Diversity, Non-GAAP, and Sustainability (6-27-16)
- SEC Division of Corporate Finance, Guidance on Non-GAAP Financial Measures (5-16-16)
- SEC Final Rule on Exhibit Hyperlinks and HTML (3-1-17)
- SEC Proposed Rule on Universal Proxy Card (10-26-16)
- Outsourcing, process automation
- Analytic tools
- How changes in technology, demographics, federal policy and globalization may impact the real estate market
Panel Presentations and Supporting Materials
- Blue Prism - Recruiting your Digital Workforce
- EY - 2017 Global Market Outlook - Trends in Real Estate Private Equity
- EY - Digital Trends in Real Estate, Hospitality and Constuction
- 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
Panel Presentations and Supporting Materials
General Session - 11:45 AM - 12:30 PM
General Session - State of the Real Estate Markets
Panel Presentations and Supporting Materials
Concurrent Sessions - 1:45 PM - 3:00 PM
- Clarifying the definition of business
- Accounting for partial sales of non-financial assets
- Accounting for Hedges
Panel Presentations and Supporting Materials
- Deloitte - Accounting and Financial Reporting Update (December 2016)
- Deloitte - Heads Up - FASB Amends Guidance on Derecognition and Partial Sales of Nonfinancial Assets
- Deloitte - Heads Up - FASB Clarifies the Definition of a Business
- EY - Technical Line - 2016 AICPA National Conference on Current SEC and PCAOB Developments
- EY - Technical Line - FASB Hedge Accounting Proposal
- FASB Update - Slides
- NAREIT Alert (December 14, 2015) FASB Proposal to Clarify the Definition of a Business
- NAREIT Alert (June 23, 2016) FASB Proposal to Clarify the Definition of a Business and Address Partial Sales of Real Estate
- NAREIT Alert (October 14, 2016) FASB Issues Hedge Accounting Proposal
- NAREIT Alert (January 9, 2017) FASB Clarifies the Definition of a Business
- NAREIT Alert (February 24, 2017) FASB Clarifies Scope of Asset Derecognition Guidance and Accounting for Partial Sales
- NAREIT Submission on FASB Proposal to Clarify the Definition of a Business
- NAREIT Submission on FASB Proposal to Clarify the Scope of Asset Derecognition Guidance and Accounting for Partial Sales of Nonfinancial Assets
- PwC - In Brief - Accounting for Derecognition of Non-Financial Assets
- PwC - In Brief - FASB Finalizes a New Definition of a Business
- PwC - In Brief - FASB Finalizes Nonfinancial Asset Derecognition Guidance
- PwC - In Depth - FASB New Definition of a Business
- 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?
Panel Presentations and Supporting Materials
- Bank of Americal Merrill Lynch - Current Activism Environment - Slides
- Goodwin Procter - Shareholder Activism (March 2017) - Slides
- Essex Property Trust and BRE Properties: Anatomy of a Merger (2014)
- Asset and income tests
- UPREIT issues
- Shareholder rules
- Dealer sales
- Best practices in implementation and operational issues
Panel Presentations and Supporting Materials
- Managing reputational risk
- Role of Chief Audit Executives
- Preparing for cybersecurity challenges
- Interacting with the Board
Panel Presentations and Supporting Materials
- Center for Audit Quality - Questions on Non-GAAP Measures
- Center for Audit Quality - Cybersecurity - How CPAs and their Firms are Addressing a Dynamic and Complex Risk
- Grant Thorton - Governance, Risk and Compliance Survey (2016)
- Venable LLP - Cybersecurity Alert - NY's Department of Financial Services Finalizes Cybersecurity Requirements for Financial Institutions
Concurrent Sessions - 3:15 PM - 4:30 PM
- Safety of cash
- Working with the Audit Committee
- System conversions and updating
- Block chain payments
Panel Presentations and Supporting Materials
- Journals of Payments Strategy & Systems - Strategies That Power the Potential
- PwC - Governance Insights - 2016 Annual Corporate Directors Survey
- PwC - Top Financial Services Issues of 2017
- USBank - The Shield (Fall 2016)
REIT Rivalry: Federal Tax Game Show
- Planning for the distribution requirement
- Practical REIT compliance issues
- Recent IRS guidance
Panel Presentations and Supporting Materials
- Best practices in cyber security
- Implementing SEC’s probable loss guidance
- Litigation trends and managing outside counsel
- Interfacing with your Board of Directors
Panel Presentations and Supporting Materials
- Poe Leads Bipartisan Legislation to Curb Abusive ADA Lawsuits and Improve the ADA - Press Releases - Congressman Ted Poe
- HR 620 - House Bill to Address ADA Nuisance Suits
- State Street Global Advisors Calls Companies to Increase Gender Diversity (3-7-17)
- ISS 2017 Proxy Voting Policy Changes Related to Bylaw Amendments
- ISS - 2017 Voting Policy FAQs - Bylaw Amendments (2-24-17)
- ISS - Pay for Performance Mechanics (December 2016)
- ISS - US Executive Compensation FAQs (December 2016)
- Venable, LLP - Addressing Board Exclusive Control of the Bylaws (2-15-17)
- Venable, LLP - Getting Nothing for Something (2014)
- Mayer Brown - SEC Provides Pay Ratio Disclosure Guidance (October 2016)
- Industry and Investor Relations Trends
- Potential impact of legislation and regulations
Panel Presentations and Supporting Materials
Friday, March 24, 2017
Concurrent Sessions - 9:30 AM - 10:45 AM
Implementing PATH Act Tax Changes
- Preferential Dividend Rule
- REIT Spin-offs
- FIRPTA
- U.S. REIT Act
Panel Presentations and Supporting Materials
- Implementing PATH Act Changes - Slides
- NAREIT Alert (December 18, 2015)
- NAREIT Alert (December 8, 2016)
- NAREIT Submission on Priority Guidance Plan with Attachment (5-16-16)
- NAREIT Submission on ATB 355 Regulations (10-7-16)
- Tax Report (January 27, 2017)
- 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
Panel Presentations and Supporting Materials
- DOL’s Proposed 60-Day Fiduciary Rule Delay (3-2-17)
- IPA Comment letter Regarding Proposed Amendment to the NASAA Statement of Policy Regarding Real Estate Investment Trusts (9-12-16)
- NAREIT PNLR Council Comment on REIT Proposal
- NASAA - Proposed Statement of Policy Regarding the Use of Electronic Offering Documents and Electronic Signatures (10-3-16)
- NASAA - Statement Of Policy Regarding Real Estate Investment Trusts-Concentration Limits (7-27-16)
- PNLR Fundraising 2000-2016 - Slides
- PNLRs - New Products and Structures (March 2017)
- SEC Division of Investment Management - No-Action Letter Issued to the Capital Group (1-11-17)
- White House Memorandum on DOL Fiduciary Rule (2-2-17)
- Non-GAAP disclosure
- Major issues in comment letters
- An investor’s perspective of current financial reporting
Panel Presentations and Supporting Materials
- BDO - S-K Disclosures Response Letter (7-6-16)
- BDO Knows - SEC Year in Review 2016
- Center for Audit Quality - Non-GAAP Financial Measures - Continuing the Conversation
- Citi - Mysterious Ways - Alert - Clarity Around the SECs Pro Rata Share Disclosure Rules
- Citi - Survey results on SEC Pro Rata Elimination
- Deloitte - A Roadmap to Non-GAAP Financial Measures
- EY - Technical Line - Non-GAAP (10-10-16)
- EY - SEC In Focus (1-12-17)
- KPMG - Executive View - SAB 74 Leases Disclosures (February 2017)
- NAREIT Alert (September 30, 2016) Intitial Alert re Pro Rata FFO
- NAREIT Alert (October 18, 2016) re Pro Rata FFO
- NAREIT - SEC Disclosure Submission (7-21-16)
- NAREIT - SEC Disclosure Update and Simplification Submission (10-28-16)
- PwC - Real Estate Alert - Non-GAAP Financial Measures
Concurrent Sessions - 11:00 AM - 12:15 PM
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
Panel Presentations and Supporting Materials
- Deloitte - A Roadmap to Applying the New Revenue Recognition Standard (2016)
- Deloitte - Real Estate Accounting and Financial Reporting Update (December 2016)
- Deloitte - Heads Up - Forecasting Revenue Disclosures - Storm Brewing
- EY - Comprehensive Guide to Revenue from Contracts with Customers
- EY - Technical Line - 2016 AICPA National Conference on Current SEC and PCAOB Developments
- EY - To the Point - FASB TRG Reaches General Agreement on Four More Revenue Recognition Issues
- EY - To the Point - Technical Corrections and Improvements to the New Revenue Standard
- Implementing the Revenue Recognition Standard - Slides
- KPMG - Revenue: Real Estate - Q&A
- NAREIT Response on FASB Rev Rec Deferral of Effective Date Proposal
- NAREIT Response to FASB Identifying Performance Obligations Proposal
- PwC Governance Insights Center - Approaching 2016 Year End Financial Reporting
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
Panel Presentations and Supporting Materials
REIT Tax Big Brains Conversation
- Subsidiary REITs
- Constructive ownership and related party rents
- Intangible assets
Panel Presentations and Supporting Materials
- REIT Tax Big Brains Conversation - Slides
- Joint Committee on Taxation - Explanation of 1997 Legislation
- Rep. Shaw's Introductory Remarks on REITSA (3-21-97)
- Evaluation of tax structuring issues
- Implementation social/corporate culture issues
- Strategy in completing SEC Form 10 and obtaining SEC approval
- Lessons learned
Panel Presentations and Supporting Materials
- BDO - 2016 Audit Committee Round-up
- Deloitte - Heads Up - Highlights of the 2016 AICPA Conference on Current SEC and PCAOB Developments
- PwC - In Brief - PCAOB Proposes New Requirements
This Sourcebook is provided as a benefit to REITWiseTM attendees and purchasers of the Sourcebook only. Permission is granted to registered REITWise attendees and REITWise Sourcebook purchasers to 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. To purchase access to the Sourcebook please contact Member Services at websupport@reit.com.
The REITWise® Sourcebook is available in a complimentary downloadable format on NAREIT's Web site 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 WebSupport@REIT.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 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 here.
If you have any questions regarding the REITWise Sourcebook, please feel free to contact websupport@reit.com or (202) 739-9400.
Click here to login and view webcasts of sessions from REITWise 2017.
NOTE: To view the session webscasts, you must be a registered REITWise 2017 attendee or purchase the webcasts using the online order form here.
-
If you are interested in sponsoring REITWise 2017, please view the Sponsorship Brochure and submit your Interest Form.
For additional sponsorship information and questions, please contact Chris Flood, VP-Business Development, at 202-739-9412 or cflood@nareit.com.