NAREIT: Law and Accounting Conference 2007

Full Program Agenda

Registration Brochure (PDF)

Educational Program

TUESDAY · WEDNESDAY · THURSDAY · FRIDAY

TUESDAY, MARCH 27
2:00 p.m. - 5:00 p.m.	Registration
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WEDNESDAY, MARCH 28
7:30 a.m. - 6:30 p.m.	Registration
7:30 a.m. - 6:30 p.m	Networking Room
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 (by invitation only)
11:30 a.m. - 1:00 p.m.	Tax Director Luncheon (by invitation only)
1:15 p.m. - 2:45 p.m.	Accounting Committee Meeting Extensible Business Reporting Language, FASB Fair Value Option Project FASB/IASB Lease Accounting Project Global Financial Statement Model Reporting Discontinued Operations
3:00 p.m. - 4:30 p.m.	Government Relations Committee Meeting Excess Inclusion Income IRS Officials on REIT Topics RIDEA and REIT Savings Tax Issues Arising From REIT Privatizations TRIEA and Employee Free Choice Act
4:30 p.m. - 6:00 p.m.	Insurance Committee Meeting D&O Insurance Issues Environmental Insurance Issues What Risk Managers Want From Their Carriers and Brokers
4:30 p.m. - 6:00 p.m.	State and Local Tax Subcommittee Meeting Update of Recent State Franchise/Income Tax Developments Proposed State Limitations on "Captive REITs", DPD Limits And More FIN 48: State and Local Tax Implications Withholding Taxes, Transfer Taxes and Taxes on "Controlling Interests" Developments
6:00 p.m. - 7:30 p.m.	Opening Reception
7:30 p.m.	Open Evening for Sponsor Entertainment
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THURSDAY, MARCH 29
6:30 a.m. - 1:00 p.m.	Registration
6:30 a.m. - 1:00 p.m.	Networking Room
6:30 a.m. - 8:30 a.m	Continental Breakfast
7:00 a.m. - 7:15 a.m.	*Welcome Remarks* Steven Wechsler, NAREIT President & CEO
7:15 a.m. - 8:30 a.m.	Opening General Session: State of the Real Estate and Capital Markets Funds flow Private versus Public International expansion Capital alternatives Valuation MODERATOR Douglas Rubenstein, Managing Director & Real Estate roup Coordinator, A.G. Edwards & Sons, Inc. PANELISTS Ron Donohue, EVP & Director-Research, Hoyt Advisory Services Paul Fisher, President, CenterPoint Properties Trust Peter Korpacz, Director, PricewaterhouseCoopers LLP Dennis Oklak, Chairman & CEO, Duke Realty Corporation Lisa Sarajian, Managing Director-Structured Finance, Standard & Poor's Rating Services
8:30 a.m. - 8:45 a.m	Networking & Refreshment Break
8:45 a.m. - 9:45 a.m.	Concurrent Session 1: Running an Effective Board Handling founders Related party transactions Executive compensation best practices MODERATOR James Barkley, General Counsel & Secretary, Simon Property Group. PANELISTS James Hanks, Jr., Partner, Venable LLP Imad Qasim, Partner, Sidley Austin LLP Martin Stein, Jr., Chairman & CEO, Regency Centers Corporation
8:45 a.m. - 9:45 a.m.	Concurrent Session 2: Issue Roundtable Discussions Budgeting and Cash Forecasting Best Practices Discussion Leaders: Arthur Flashman, VP & Controller, Boston Properties, Inc. Jeffrey Phaneuf, VP-Financing & Planning, Boston Properties, Inc. Construction Audits Discussion Leaders: Jack Greenberg, Senior Manager- Business Risk Services, Clifton Gunderson Thomas Johnson, VP-Risk Management, Forest City Enterprises, Inc. Derivative Strategies to Manage Interest Rates & Foreign Exchange Discussion Leaders: Gordon Keiser, Jr., SVP & Treasurer, ProLogis Luke Zubrod, Consultant, Chatham Financial Corporation Disclosure Requirements for Joint Ventures Discussion Leaders: Sandra Blum, Partner, PricewaterhouseCoopers LLP Jeffrey Frericks, Manager, Forest City Enterprises, Inc. Christopher Haley, Managing Director, Wachovia Securities Enterprise Risk Management Discussion Leaders: Jeffrey Alpaugh, Managing Director & Global Real Estate Practice Leader, Marsh & McLennan James DeLoach, Managing Director, Protiviti, Inc. Human Resources/Compensation Discussion Leaders: Brian Fraser, VP-People Services, Regency Center Corporations Cynthia Scharringhausen, VP-Human Resources, Camden Property Trust Information Technology Discussion Leaders: David Haug, Senior Manager-Technology & Security Risk Services, Ernst & Young LLP Jerry Wertelecky, Partner, Ernst & Young LLP International Opportunities Discussion Leaders: William Schafer, EVP & CFO, Developers Diversified Realty Corporation Bartjan Zoetmulder, Partner, Loyens & Loeff M&A Issues Involving SEC-Registered, Non-Traded REITs Discussion Leaders: Judith Fryer, Corporate & Securities Partner, Greenberg Traurig, LLP Rosemarie Thurston, Partner, Alston & Bird LLP Managing Relationships with Wall Street Discussion Leaders: Catherine Creswell, Director-Investor Relations, Vornado Realty Trust Sara Grootwassink, CFO, Washington Real Estate Investment Trust State and Local Taxes Discussion Leaders: James Helmus, Director-State & Local Taxes, The Schonbraun McCann Group LLC Neal Lewis, VP-Taxation, Duke Realty Corporation
9:45 a.m. - 10:00 a.m.	Networking & Refreshment Break
10:00 a.m. - 11:00 a.m.	Concurrent Session 1: Joint Ventures as REIT Funds Business case study Investor appetite and market demand Fee structures - recent trends Issues during investment life cycle Valuation of fee streams Credit rating implications MODERATOR Michael Pappagallo, EVP & Chief Investment Officer, Kimco Realty Corporation PANELISTS Michael Brennan, President & CEO, First Industrial Realty Trust, Inc. Merrie Frankel, VP & Senior Credit Officer, Moody's Investors Service. James Sullivan, Principal, Green Street Advisors Inc.
10:00 a.m. - 11:00 a.m.	Concurrent Session 2: Sector Roundtable Discussions Commercial/Home Financing Sector Issues Discussion Leaders: Michael Angerthal, CFO, CBRE Realty Finance, Inc. David Brandon, Principal, KPMG, LLP Health Care Sector Issues Discussion Leaders: Michael Stewart, EVP & General Counsel, Medical Properties Trust, Inc. Brian Wood, VP-Tax, Ventas, Inc. Industrial Sector Issues Discussion Leaders: Stuart Brown, CFO, DCT Industrial Trust Inc. Bradley Frazier, General Counsel & Corporate Secretary, Watson Land Company Nina Tran, CAO, AMB Property Corporation Lodging/Resorts Sector Issues Discussion Leaders: Michael Schecter, General Counsel, DiamondRock Hospitality Company Hans Weger, EVP, CFO & Treasurer, LaSalle Hotel Properties Office Sector Issues Discussion Leaders: Barry Lefkowitz, EVP & CFO, Mack-Cali Realty Corporation Gerald Reihsen, EVP-Corporate Development & Legal, Behringer Harvard REIT I, Inc. Regional Malls Sector Issues Discussion Leaders: Bruce Goldman, EVP & General Counsel, Pennsylvania Real Estate Investment Trust Farzana Mitchell, SVP-Finance, CBL & Associates Properties, Inc. Residential Sector Issues Discussion Leaders: Michael Berman, VP & CFO, Equity Lifestyle Properties, Inc. Lou Fatica, VP, CFO & Treasurer, Associated Estates Realty Corporation Shopping Centers Sector Issues Discussion Leader: Beth Sprecher Brooks, VP & General Counsel, Inland Real Estate Corporation Richard Smith, CFO, Ramco-Gershenson Properties Trust Timber Sector Issues Discussion Leaders: Ameek Ponda, Partner & Co-Director-Tax Dept., Sullivan & Worcester LLP Daniel Tucker, Senior Director-Tax, Plum Creek Timber Company, Inc.
11:00 a.m. - 11:15 a.m.	Networking & Refreshment Break
11:15 a.m. - 12:30 p.m.	Concurrent Session 2: SEC Hot Topics Comment letter issues SEC/PCAOB revised 404 implementation guidance Compensation disclosure in practice Accounting for tenant allowances/improvements Statement of Cash Flows MODERATOR Jeffrey Miller, Partner, DLA Piper PANELISTS Christopher Dubrowski, Partner, Deloitte & Touche, LLP Melanie Dolan, Partner, KPMG Karen Garnett, Assistant Director-Division of Corporate Finance, Securities & Exchange Commission Ettore Santucci, Corporate Partner, Goodwin Procter LLP
11:15 a.m. - 12:30 p.m.	Concurrent Session 2: Taxes and Tax Compliance Issues Issues arising from non-U.S. investors and investments State and local tax compliance and disclosure issues Managing Impermissible Tenant Services and TRSs Shared Employees MODERATOR Kathleen Courtis, VP-Taxation, General Growth Properties, Inc. PANELISTS James de Bree, Partner, Deloitte & Touche, LLP Prentiss Feagles, Partner, Hogan & Hartson LLP Michael Hurwitz, Director-Taxation, Acadia Realty Trust Jennifer Weiss, Tax Partner, Greenberg Traurig LLP
12:30 p.m. - 2:00 p.m.	Boxed Lunch Pickup
12:45 p.m.	Golf Tournament
1:00 p.m.	Tennis Tournament
6:30 p.m. - 7:30 p.m.	Reception
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FRIDAY, MARCH 30
7:30 a.m. - 12:30 p.m.	Registration
7:30 a.m. - 12:30 p.m.	Networking Room
8:00 a.m. - 9:15 a.m.	Breakfast General Session: SPEAKER Dave Barry, Author and Columnist, Winner of 1988 Pulitzer Prize for Commentary
9:15 a.m. - 9:30 a.m.	Networking & Refreshment Break
9:30 a.m. - 10:45 a.m.	General Session: *FIN 48: Implementing the New Standard* Calculation of probability analysis using hypotheticals Required Disclosures How to measure uncertain tax positions Unique issues for REITS FASB Update on Implementation Issues Documentation - how much is enough? Incorporating FIN 48 into on-going internal controls MODERATOR John Cullins, Partner, Ernst & Young LLP PANELISTS Richard Paul, Fellow, Financial Accounting Standards Board Lynn Stanfield, SVP-Tax, Apartment Investment & Management Company Angela Storm, Partner, KPMG, LLP
10:45 a.m. - 11:00 a.m.	Networking & Refreshment Break
11:00 a.m. - 12:15 p.m.	General Session: Lessons Learned from Privatizations Management buy-outs Responding to hostile or friendly takeover efforts Dealing with potential conflicts from creating or unwinding an UPREIT or DownREIT transaction Responding to competing offers Auction vs. selective bidding Role of independent directors Assessing adequacy of pricing MODERATOR Stanley Stevens, EVP, Chief Legal Counsel & Secretary, Equity Office Properties Trust PANELISTS Steven Scheinfeld, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP Dawn Severt, CFO, Lion Gables Residential Trust James Taylor, Jr., Managing Director, Wachovia Securities
12:15 p.m.	Program Concludes
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