The SFO Workshop, programmed exclusively for Nareit Corporate Members, presents a focused educational program for REIT officers who manage accounting, financial reporting, capital markets and investor relations. Please note that this meeting is by invitation only.
For registration questions, please contact Afia Boone.
For overall workshop questions, please contact Pam Coleman.
For sponsorship opportunities, please contact Chris Flood.
CPE Information
Up to 14 hours of CPE credits are available
NAREIT is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website: www.learningmarket.org.
NAREIT is a registered public accountant continuing education sponsor with the Illinois Department of Professional Regulation. NAREIT follows CE regulations as outlined in the California Accountancy Act. Up to 14 credits may be earned at the NAREIT's 2017 SFO Workshop. This conference is an intermediate level course geared toward the finance and accounting fields. No advance preparation is required for this course.
For more information regarding administrative policies such as complaint and refund, please contact Afia Boone at aboone@nareit.com or 202-739-9433.
| Registration Fees | ||
| On or Before August 25 | On or After August 26 | |
| SFO Workshop Registration Fee | $895 | $995 |
*NOTE: Registration for this Workshop is for NAREIT Corporate Members only.
Conference Attire
The conference attire for NAREIT's SFO Workshop is business casual.
Hotel Information
Fairmont Copley Plaza
138 St. James Avenue
Boston, MA 02116
*NOTE: This is the link to the Fairmont Copley Plaza hotel. This is NOT the link to reserve your hotel room at the NAREIT group rate. All registrants will receive a link to reserve their hotel room in the registration confirmation email.
NAREIT Group Rates
Standard Room: $380.00
Deluxe Room: $414.00
*Cut off date to receive group rate (pending availability) is Friday, August 25, 2017.
Conference Cancellation Policy
All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued for cancellations received no later than Friday, August 25, less a $100 processing fee.
*No refunds will be granted after Friday, August 25, 2017.
Hotel Cancellation Policy
NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation), without penalty, requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file. Any changes to your hotel reservation may be done on this site up until 72 hours prior to arrival or by emailing Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.
| Registration Fees | ||
| On or Before August 25 | On or After August 26 | |
| SFO Workshop Registration Fee | $895 | $995 |
*NOTE: Registration for this Workshop is for NAREIT Corporate Members only.
Conference Attire
The conference attire for NAREIT's SFO Workshop is business casual.
Hotel Information
Fairmont Copley Plaza
138 St. James Avenue
Boston, MA 02116
*NOTE: This is the link to the Fairmont Copley Plaza hotel. This is NOT the link to reserve your hotel room at the NAREIT group rate. All registrants will receive a link to reserve their hotel room in the registration confirmation email.
NAREIT Group Rates
Standard Room: $380.00
Deluxe Room: $414.00
*Cut off date to receive group rate (pending availability) is Friday, August 25, 2017.
Conference Cancellation Policy
All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued for cancellations received no later than Friday, August 25, less a $100 processing fee.
*No refunds will be granted after Friday, August 25, 2017.
Hotel Cancellation Policy
NAREIT requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation), without penalty, requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file. Any changes to your hotel reservation may be done on this site up until 72 hours prior to arrival or by emailing Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.
Monday, September 18
| 9:00 AM - 6:00 PM | Registration |
| 11:00 AM - 2:00 PM | Best Financial Practices Council (by invitation only) |
| 2:00 PM - 2:15 PM | Networking Break |
| 2:15 PM - 4:00 PM | Accounting Roundtable Discussions
|
| 3:00 PM - 4:00 PM | Investor Relations Roundtable Discussion
Ryan Dennison, SVP-Corporate Finance & Investor Relations, American Campus Communities, Inc. |
| 4:00 PM - 4:15 PM | Networking Break |
| 4:15 PM - 5:30 PM | Opening General Session – Status of Tax Reform
Steve Wechsler, President & CEO, NAREIT Panelists: Norm Brownstein, Co-Founder & Chairman of the Board, Brownstein Hyatt Farber Schreck, LLP Marc Lampkin, Managing Partner, Brownstein Hyatt Farber Schreck, LLP |
| 5:30 PM - 6:30 PM | SFO Workshop & HR Forum Joint Reception |
Tuesday, September 19
| 7:00 AM - 4:00 PM | Registration |
| 7:00 AM - 8:00 AM | Breakfast Buffet |
| 8:00 AM - 9:20 AM | Session: Capital Markets Update
Stuart Brown, EVP & CFO, Iron Mountain Panelists: J. Scott Craig, VP & Portfolio Manager, Eaton Vance Management Michael Judlowe, Managing Director-Equity Capital Markets, Jefferies LLC Daniel Klausner, Managing Director-Capital Markets Advisory Leader, PwC Mark Streeter, Managing Director-North America Credit Research, J.P. Morgan |
| 9:20 AM - 9:30 AM | Networking Break |
| 9:30 AM - 10:30 AM | Session: The Dos and Don’ts of Effective Investor Communications
Ryan Dennison, SVP-Corporate Finance & Investor Relations, American Campus Communities, Inc. Panelists: Andrew Babin, Sr. Research Analyst, Baird Arthur Hurley, VP & Sr. Portfolio Manager, Columbia Threadneedle Investments Gina Szymanski, Director, AEW Capital Management |
| 10:30 AM - 10:40 AM | Networking Break |
| 10:40 AM - 11:55 AM | Session: FASB/IASB Financial Statement Presentation Projects
David Wolff, CAO & VP-Financial Reporting, Taubman Centers, Inc. Panelists: Nancy Anderson, VP-Financial Reporting & CFO, RealPAC Cullen Walsh, Assistant Director, Financial Accounting Standards Board George Yungmann, SVP-Financial Standards, NAREIT |
| 11:55 AM - 12:00 PM | Networking Break |
| 12:00 PM - 1:30 PM | Lunch General Session - Real Estate Economic Outlook
David Geltner, Professor of Real Estate Finance, MIT Department of Urban Studies & Planning, Massachusetts Institute of Technology, Center for Real Estate |
| 1:30 PM - 1:40 PM | Networking Break |
| 1:40 PM - 2:55 PM | Session: Financial Standards Update
Wendy Gill, SVP, Corporate Operations & CAO, Columbia Property Trust, Inc. Panelists: Sandra Bakaysa, Sr. Manager–Department of Professional Practice, KPMG Molly Cummings, Partner, Deloitte LLP Steven Jacobs, Partner, EY Cullen Walsh, Assistant Director, Financial Accounting Standards Board |
| 2:55 PM - 3:05 PM | Networking Break |
| 3:05 PM - 4:00 PM | Session: Data Governance
Anna Fitzgerald, SVP & CAO, Care Capital Properties, Inc. Panelists: Kathleen Geil, VP-Operations Systems & Processes, Corporate Office Properties Trust Clay Hallman, Director, Simon Property Group, Inc. Lauren Stokes, Director, RealFoundations |
| 4:00 PM | Program Concludes |
NOTE: The schedule above may be subject to change.
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