NAREIT: Law and Accounting Conference 2008

Detailed Schedule

TUESDAY · WEDNESDAY · THURSDAY · FRIDAY

TUESDAY, MARCH 18
3:00 p.m. - 5:00 p.m.	Registration Opens
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WEDNESDAY, MARCH 19
7:30 a.m. - 6:30 p.m.	Registration
7:30 a.m. - 6:30 p.m	Networking Area/Internet Café
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 Report of NAREIT/FASB Liaison Meeting FAS 157, Fair Value Measurement - deferral for certain assets, including real estate Discontinued Operations - the ED to be issued 1Q08 FASB FSP - Accounting for Certain Convertible Debt FASB Financial Instruments with Characteristics of Equity Statements141 R and 160, Business Combinations and Non-Controlling Interests
3:00 p.m. - 4:30 p.m.	Government Relations Committee Meeting Health Care REIT TRS Activities RIDEA and e-Fairness Update Taxation of Government Development Inducements Planning under the Proposed U.S.-Canada Protocol REIT Liquidating Distributions & FIRPTA IRS Officials' Presentation
4:30 p.m. - 6:00 p.m.	Insurance Committee Meeting REIT D&O Marketplace and Impact of the Current Credit Crisis NAREIT CleanREIT Program - General Program Update The Role of Environmental Insurance in Risk Mitigation/Value Add
4:30 p.m. - 6:00 p.m.	State and Local Tax Subcommittee Meeting Update on Captive REIT Proposals Complying with New State Tax Regimes State Tax Impact of Liquidity Crisis Transfer Tax Updates State Tax Implications of International Tax Issues
6:00 p.m. - 7:15 p.m.	Welcome Reception
7:15 p.m.	Open Evening for Sponsor Entertainment
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THURSDAY, MARCH 20
6:30 a.m. - 1:00 p.m.	Registration
6:30 a.m. - 1:00 p.m.	Networking Area/Internet Café
6:30 a.m. - 8:00 a.m	Networking Breakfast
7:00 a.m. - 8:30 a.m.	Opening General Session: State of the Real Estate and Capital Markets MODERATOR Steven Sakwa, Managing Director, Merrill Lynch & Co., Inc. PANELISTS Bruce Ferguson, Managing Director, The Royal Bank of Scotland Edward Lange, EVP & COO, BRE Properties, Inc. John Schoenfeld, Managing Director-Real Estate, Houlihan Lokey Howard & Zukin Susan Smith, Senior Associate, PricewaterhouseCoopers LLP Michael Torres, CEO, Adelante Capital Management LLC Recession Ahead? Credit Terms and Availability Value Prospects for REIT Stocks? Direction of Real Estate Values
8:30 a.m. - 8:45 a.m	Networking Break
8:45 a.m. - 9:45 a.m.	Concurrent Session 1: Sustainability: Reducing Energy Costs and Enhancing Investor Interest MODERATOR Branko Terzic, Global Regulatory Policy Leader, Deloitte & Touche, LLP PANELISTS Diana Laing, CFO, Thomas Properties Group, Inc. Melissa Marsden, SVP-Investor Relations & Corporate Communications, ProLogis Andrew Nelson, VP-Research, RREEF Raising Funds for Green Buildings Best Practices in Reducing Energy Footprint Benefits to Landlords and Tenants LEED Issues in Development, Leasing, Property Management and Corporate Disclosure
8:45 a.m. - 9:45 a.m.	Concurrent Session 2: Commercial and Tax Issues for U.S. REITs Investing Abroad MODERATOR Joseph Howe, III, Partner, Arnold & Porter, LLP PANELISTS Jeffrey Clark, SVP-Tax, Host Hotels & Resorts, Inc. Rohn Grazer, SVP & Tax Director, AMB Property Corporation Bartjan R. Zoetmulder, Tax Partner, Loyens & Loeff N.V. Hotel Operations: Managing Foreign Laws and Potential Conflicts Structures for Minimizing Foreign Taxes Repatriation Strategies Distributions Beyond Retained Earnings Approaches to Common Obstacles in Foreign Countries
8:45 a.m. - 9:45 a.m.	Concurrent Session 3: XBRL Demonstrated PANELISTS Rob Blake, Senior Director-Interactive Services, Bowne & Co., Inc. Jeffrey Naumann, Enabling Technology Specialist, Securities Exchange Commission Lori Palazzolo, FVP-Corporate Accounting & Financial Reporting, ProLogis Cost/Benefit Analysis SEC Mandated Use?
8:45 a.m. - 9:45 a.m.	Concurrent Session 4: Issue Roundtables Cash Management Discussion Leader: Richard Smith, CFO, Ramco-Gershenson Properties Trust Enhanced Efficiency Through the Use of Automated Clearing House Paperless Payables Processing -- an Advantage for CAM Billings Use and Control of "Pay Cards" Compensation Tax & Proxy Issues Discussion Leader: David Taub, Attorney, Latham & Watkins LLP Section 162(m) Developments OP Equity Awards/Self-Employment Issues CD&A and Other Disclosure Issues Section 409A Corporate Governance Discussion Leaders: James Hanks, Jr., Partner, Venable LLP Richard Rosenblatt, Partner, Morgan, Lewis & Bockius LLP Classified Boards Poison Pills Whistleblower Issues General Counsel Issues Discussion Leaders: Edward Nekritz, Managing Director & General Counsel, ProLogis Stanley Stevens, Partner, Sidley Austin LLP GC's Relationship with the Board and Senior Management Pro-active Approaches to M&A Secrets to Building Successful In-house Teams Developing Strong Partnerships with Outside Counsel Lasting Impact of SOX and other Governance Reforms Human Resources Issues Discussion Leader: Pamela Wagoner, SVP-Human Resources, Host Hotels & Resorts, Inc. Succession Planning Talent Management Talent Acquisition Compensation Generational Differences Infrastructure REITs Discussion Leaders: David Miller, Principal, Ernst & Young LLP Timothy Michael Toy, Partner, Bracewell & Giulliani LLP Exploring Conclusions in PLR 200725015 Extending the Analysis to other Infrastructure Types Analyzing Business Prospects of Using This Ruling Interest Rate and Currency Risk Hedging Discussion Leader: Luke Zubrod, Hedge Consultant, Chatham Financial Corporation Implications of Turbulent Markets on Forward Hedging Strategies for Fixed Rate Debt Hedging Floating Rate Debt in Today's Interest Rate Environment Hedging Foreign Currency Exposure as REITs Expand Overseas Investments Leveraging Technology for Business Intelligence Discussion Leaders: Tapan Nagori, Director-Technology, PricewaterhouseCoopers LLP Christopher Nichols, VP & Controller, Berkshire Income Realty Leading Edge Technology Enabling Process Improvement Through Technology Listed Australian Property Trusts Discussion Leader: Roger Porter, EVP-Tax, The Westfield Group Inbound Investment by Government Entities Liquidating Distributions Inbound Investment through Transparent Entities Non-traded REITs Discussion Leaders: Judith Fryer, Co-Head, National REIT Practice, Greenburg Traurig, LLP Steven Grimes, COO & CFO, Inland Western Retail Real Estate Trust, Inc. Continued Money Raising in 2008? Engaging with Traded REITs New Players in the Space Property Taxes Discussion Leaders: Norman Quinn, III, President, B & D Equity Property Tax Kenneth Rogers, Real Estate Tax Manager, Duke Realty Corporation Appeals, Acquisitions, Mergers Compliance Issues Choosing an Operating Model for Your Organization Computer Support Systems Real Estate Lending Issues Discussion Leaders: William O'Callaghan, Jr., Partner, Alston & Bird LLP Diane Shapiro Richer, Partner, Pillsbury Winthrop Shaw Pittman LLP Changing Underwriting Requirements State and Local Income Taxes Discussion Leaders: Corky Robertson, Director-Corporate Taxation, Simon Property Group Stephen Ryan, Partner-State and Local Tax Services, Grant Thornton LLP FIN 48: Is Everything Settled? Franchise (Net Worth) Tax Base Issues State Withholding: Does Any State Not Require It? Realty Transfer Tax: Monitoring 'Controlling Ownership Interest' Changes
9:45 a.m. - 10:00 a.m.	Networking Break
10:00 a.m. - 11:00 a.m.	Concurrent Session 1: Like Kind Exchanges MODERATOR Gregory Imhoff, SVP & Chief Administrative Officer, Brandywine Realty Trust PANELISTS Daniel Feehan, Director, Deutsche Bank Adam Handler, Principal, PricewaterhouseCoopers LLP Louis Weller, Principal-National Real Estate Tax Services, Deloitte Tax, LLP New IRS Guidance Reverse Starkers Outside the Safe Harbor Economics of Exchanges in Current Market
10:00 a.m. - 11:00 a.m.	Concurrent Session 2: Harmonization of Global Accounting Standards MODERATOR Steven Broadwater, Director-Corporate Accounting, Simon Property Group PANELISTS William Menchero, IFRS Reporting Manager, Equity One, Inc. Teresa Neto, VP-Financial Reporting, Real Property Association of Canada Thomas Wilkin, Partner, PricewaterhouseCoopers LLP Proposed Financial Statement Model Reporting Discontinued Operations Proportionate Consolidation Lease Accounting
10:00 a.m. - 11:00 a.m.	Concurrent Session 3: *Property Sector Roundtables* Commercial/Home Financing Sector Issues Discussion Leaders: George Howell, III, Partner, Hunton & Williams LLP Steven Kauff, EVP & Tax Director, NorthStar Realty Finance Corporation Excess Inclusion Issues and Implementation Impact of Credit Markets on CDO REIT Business Model Health Care Sector Issues Discussion Leaders: Robert Brehl, CAO & Controller, Ventas, Inc. Charles Handy, CFO, Cogdell Spencer Inc. Paul Nungester Jr., VP & Controller, Health Care REIT, Inc. Working with Third Party Managers and Joint Venture Partners Implementing Purchase Accounting Rules Minimizing Transfer and Real Estate Taxes Industrial Sector Issues Discussion Leaders: Bruce Corkern, SVP & CAO, EastGroup Properties, Inc. Mark Skomal, VP & Controller, DCT Industrial Trust, Inc. Roger Von Ting, CFO & Treasurer, Watson Land Company Lodging Resorts Sector Issues Discussion Leaders: Elizabeth Abdoo, SVP, General Counsel & Secretary, Host Hotels & Resorts, Inc. Kenneth Cruse, CFO, Sunstone Hotel Investors, Inc. Jonathan Yellen, EVP, General Counsel & Secretary, FelCor Lodging Trust Incorporated Office Sector Issues Discussion Leaders: Ashia Derksen, VP-Finance & Accounting, Shorenstein Realty Services Heidi Roth, SVP & Controller, Kilroy Realty Corporation Regional Malls Sector Issues Discussion Leader: Esther Blum, SVP, CAO & Controller, Taubman Centers, Inc. Residential Sector Issues Discussion Leaders: Kerry Fanwick, SVP & General Counsel, BRE Properties, Inc. Dawn Severt, CFO, Lion Gables Residential Trust Shopping Centers Issues Discussion Leaders: Lawrence Kreider, CFO, Cedar Shopping Centers, Inc. Michael Nelsen, SVP & CFO, Acadia Realty Trust Green Initiatives Mixed Use Developments Retail Going Vertical Billing CAM and Real Estate Taxes Timber Sector Issues Discussion Leaders: Joan Lautenschleger, CFO, Forest Capital Partners LLC Scott Winer, VP-Taxes, Rayonier Inc. TREE Act State Tax Legislation Transactions with TRSs Audits: Status and Issues Carbon Credits: REIT Tax Issues
11:00 a.m. - 11:15 a.m.	Networking Break
11:15 a.m. - 12:15 p.m.	Concurrent Session 1: SEC Hot Topics MODERATOR Edward Schulman, SVP, General Counsel & Secretary, AvalonBay Communities, Inc. PANELISTS Melanie Dolan, Partner, KPMG, LLP Karen Garnett, Assistant Director-Division of Corporation Finance, Securities Exchange Commission Eric Graham, Partner, Goodwin Procter LLP Keri Shea, VP-Finance & Treasurer, AvalonBay Communities, Inc. Executive Compensation Issues SEC Comment Letters Proxy Access Issues Majority Voting
11:15 a.m. - 12:15 p.m.	Concurrent Session 2: Federal Tax Issues in Executing A Company’s Business Plan MODERATOR Michael Schindler, VP-Tax Strategy & Planning, Kimco Realty Corporation PANELISTS Cristina Arumi, Partner, Hogan & Hartson LLP James Brock, Partner-Real Estate Tax, Deloitte Tax, LLP James Sowell, Tax Principal, KPMG, LLP Donna Wagner, SVP-Acquisitions, Liberty Property Trust Recycling Cash U.S. & Foreign Joint Ventures Acquisition of Distressed Debt Instruments FFO Issues
12:30 p.m.	Boxed Lunch Pickup
1:00 p.m..	Golf Tournament
1:00 p.m.	Tennis Tournament
1:30pm - 5:00pm	Frank Lloyd Wright Taliesin West
1:30pm - 5:30pm	Sonoran Desert Horse Back Riding
1:30pm - 5:30pm	Desert River Float
4:00pm - 7:30pm	Sonoran Desert Balloon Flight Open Evening for Sponsor Entertainment
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FRIDAY, MARCH 21
7:30 a.m. - 12:30 p.m.	Registration
7:30 a.m. - 12:30 p.m.	Networking Area/Internet Café
8:00 a.m. - 9:15 a.m.	Breakfast General Session: SPEAKER William Kristol, Editor, The Weekly Standard and Columnist, The New York Times Mara Liasson, National Political Correspondent, NPR
9:15 a.m. - 9:30 a.m.	Networking Break
9:30 a.m. - 10:45 a.m.	General Session: *Joint Ventures As A Business Model* MODERATOR Frank Burt, SVP & General Counsel, Boston Properties, Inc. PANELISTS Joan Allgood, EVP-Corporate Governance & Transactions, Developers Diversified Realty Corporation David Archibald, EVP-Investments, Ivy Realty Sanford Presant, Co-Chairman, National Real Estate Fund Practice, DLA Piper US LLP Public/Private Issues REITs as Service Partner vs. Money Partner Control Issues Exit Issues REIT Tax Issues
10:45 a.m. - 11:00 a.m.	Networking Break
11:00 a.m. - 12:15 p.m.	Concurrent Session 1: Implementing Fair Value Reporting of Investment Property MODERATOR George Yungmann, SVP-Financial Standards, NAREIT PANELISTS David Elsbree, Jr., Practice Fellow, Financial Accounting Standards Board Hans Gronloh, Partner-Financial Services, KPMG, LLP Deborah Jackson, Valuation Consultant, Weiser Realty Advisers LLC William Menchero, IFRS Reporting Manager, Equity One, Inc. Requirements of IAS 40/Fair Value Option FAS Roles of the Company, Appraiser and Auditor Importance of Market Observable Inputs Cost-Effective External Valuation Support
11:00 a.m. - 12:15 p.m.	Concurrent Session 2: Federal Tax Compliance – Avoiding Pitfalls and Problems MODERATOR Michael Brody, Partner, Latham & Watkins LLP PANELISTS Arthur Greenberg, Senior Tax Advisor, Equity Residential Stephen Greene, Director-Tax Analysis, Colonial Properties Trust Charles Temkin, Director, Deloitte Tax, LLP Dianne Umberger, Partner, Ernst & Young LLP REIT Internal Controls REIT TRS Issues REIT Lending and Hedging Issues Avoiding Nonqualifying Fees from Partnerships Curing Asset Test Issues Closing Agreements and 9100 Relief
12:15 p.m.	Program Concludes
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