1/8/2021 — Opening Keynote Speakers Confirmed: Business Roundtable’s President & CEO Joshua Bolten and former EY Global Chairman & CEO Mark Weinberger, Feb. 10 at 10:10 am ET
1/8/2021 — PRESS RELEASE: TCPI’s 22nd Annual Symposium to Address the Impact of Global Disruption on the Future of Tax
1/6/2021 — Douglas O’Donnell, IRS’s Large Business and International (LB&I) Division Commissioner, is confirmed as our Thursday Keynote Speaker!
12/14/2020 — The conference brochure is now available!
The world changed in 2020 with the COVID-19 pandemic circling the globe, unprecedented containment measures deployed across countries, and the resulting global economic downturn. Governments, businesses, and tax departments have all been reacting to new challenges on an almost daily basis. At the same time, we have seen a dramatic rise of social activism in the United States and elsewhere, with widespread calls for real action on racial justice, inequality of opportunity, and climate change. These developments and the evolving responses to them have long-term implications, both direct and indirect, for all aspects of tax.
Even when we get back to normal, it won’t be the same normal. The circumstances of the crisis have accelerated long-standing evolutionary change in some areas and given rise to sudden transformational change in other areas. Tax systems, tax administrations, and tax departments are all adapting in real time to the new world order.
The 2021 program will explore the full range of tax implications of the global disruptions of 2020, from shifts in tax and economic policy to changes in global business operations to managing the tax function with more responsibilities and fewer resources. Looking ahead through a post-election lens, the program will focus on the advances that can come from embracing the opportunities for realignment and reprioritization that are arising from this period of disruption.
Join tax leaders from business, government and academia for TCPI’s annual symposium as we prepare for the future of tax in 2021 and beyond. Key discussion areas will include:
- The economic outlook, the deficit environment, and the role of monetary and fiscal policy
- Changing global business models
- The evolution – or revolution – in global tax policy
- Tax administration in the digital age
- The challenges and opportunities arising from changing workforce dynamics
- The evolution of tax department management
- The development of new taxes that raise revenue while also furthering other policy objectives
- The role of tax in the growing emphasis on corporate social responsibility and contribution to sustainable value
Change is everywhere!
The 22nd Annual Tax Policy & Practice Symposium will be TCPI’s first virtual symposium
- We will harness the power of technology to continue the tradition of bringing a forward-looking, content-rich, thought-provoking program to our participants
- The program will be spread over three days, with four to five hours of content each day, timed to be convenient for all US time zones
- Each day will include a keynote presentation, panel discussions, and breakout sessions for facilitated small-group conversations among all participants focused on the topics of the day
- Government policymakers, academic experts and business executives will share their perspectives as speakers, panelists and facilitators
- The program will be fully interactive, with opportunities to engage with the keynote speakers, panelists, and other participants
- On-demand replay will be available
CPE: Up to 13 credit hours* (based on a 50-min per credit hour standard) [NASBA Field of Study: TAXATION]
CLE: Up to 13 credit hours* (based on a 50-min per credit hour standard); Up to 11 credit hours* (based on a 60-min per credit hour standard)
The Tax Council Policy Institute 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: http://www.nasbaregistry.org/.
*Number of CE credit hours available is subject to change pending final resolution of the program agenda.
10:00 am - 10:10 am ET
Welcome Remarks and Recognition of Symposium Mission
10:10 am - 11:00 am ET
Corporate Keynote Session
Joshua Bolten, President & CEO, Business Roundtable
Mark Weinberger, former Global Chairman & CEO, EY
11:00 am - 11:10 am ET
11:10 am - 12:00 pm ET
The Fiscal and Economic Outlook and The Role of Deficits – Will the headlines be “Incrementalism After the Vaccine,” “Modern Monetary Theory Writ Large” or “The Return of the Deficit Hawks?”
The federal government’s fiscal outlook has been greatly impacted by COVID-19, with a significant increase in federal government debt and a more expansive role by the Federal Reserve. President-elect Biden has proposed significant increases in federal spending and taxes. This panel will discuss economic trends, the fiscal outlook, and the role of the federal government deficit and debt, including an exploration of Modern Monetary Theory.
Paul Nolan, Vice President, Tax & Government Affairs, McCormick & Company, Inc.
Diane Lim, George Washington University
Jon Traub, Managing Principal, Tax Policy Group, Deloitte Tax LLP
L. Randall Wray, Senior Scholar, Levy Economics Institute and Professor of Economics, Bard College
12:00 pm - 12:50 pm ET
Breakout roundtable discussions on economic and business environment
12:50 pm - 1:40 pm ET
Changing Global Business Models and “Made in America” Initiatives
Hear tax executives and trade experts discuss how tax, trade, and other policies weigh into supply chain determinations and global business models. The panel will also discuss how pivots from pre-pandemic to the pandemic are impacting decision making for 2021 and beyond. Panelists will debate how tax and trade policies may change with the elections, including a discussion on “Made in America” initiatives, with a focus on how these potential future policy changes will impact supply chains and how any resulting alterations to supply chains will be implemented.
Tadd Fowler, Vice President – Treasury, Assistant Treasurer, and Global Tax Operations, Procter & Gamble
Douglas Bell, Global Trade Policy Leader, EY
Jeffrey Gerrish, Partner, CFIUS and Foreign Investment Reviews; National Security; International Trade, Skadden Arps Slate Meagher & Flom LLP
Hemal Shah, Director, Policy – International Trade and Intellectual Property, Gilead Sciences, Inc.
Teri Wielenga, Vice President, Global Head of Tax, Gilead Sciences, Inc.
1:40 pm - 1:50 pm ET
1:50 pm - 2:40 pm ET
Global Tax Policy: Evolution, Revolution or Chaos
Much has changed since the OECD launched its original base erosion and profit shifting project back in 2013. As the OECD, UN, EU and individual countries consider fundamental changes to the international tax architecture, multinationals must navigate an increasingly complex environment of uncoordinated measures. Hear how companies are managing this uncertainty and the steps they are taking to anticipate and prepare for potential global tax policy transformation.
Rebecca Burch, Senior Manager, EY
Tim Berger, Executive Vice President – Tax, Mastercard Worldwide
Francois Chadwick, Vice President, Tax & Accounting, Uber
Loren Ponds, Member, Miller & Chevalier Chartered
Tom Roesser, GM and Tax Policy Counsel, Microsoft
2:40 pm - 2:45 pm ET
Day One Closing / Preview of Day Two
10:00 am - 10:05 am ET
10:05 am - 10:35 am ET
Discussion with Douglas O'Donnell, IRS's Large Business and International (LB&I) Division Commissioner
Facilitated by Kirsten Wielobob, a Principal in EY's Tax Policy and Controversy practice and former Deputy Commissioner for Services and Enforcement, IRS
10:35 am - 11:25 am ET
Tax Administration in the Digital Age – Sync or Swim?
Tax administrations around the world are increasingly going digital. At the same time, taxpayers have increased their use of technology. Panelists will discuss the experience to date with digital developments in tax, what they see coming next, and the extent to which tax administration and taxpayer approaches to digitalization sync up or are destined to collide.
Heather Harman, Managing Director, Andersen
Nikki Flom, Tax Director, Facebook
Adrian Guarneros, Tax Technology Transformation (TT) Leader, EY Mexico-Colombia
Ron Lang, Chief Tax Officer, Ford Motor Company
Maria Minetti, Head of Global Tax Planning, CBRE
11:25 am - 11:35 am ET
11:35 am - 12:25 pm ET
Changing Workforce Dynamics – Challenges and Opportunities
The COVID-19 pandemic has not only fundamentally changed our lives and the economy, but how companies conduct business. This session will focus on changing workforce dynamics and how companies are adapting to work-from-home protocols that are increasingly looking like the new normal. Please join this diverse panel for a discussion of how companies are approaching this changing environment, adjusting their internal policies and practices, and planning to navigate an uncertain future. The panel will also discuss what risks, requirements, and considerations are at play for remote workforces, and what tax policy changes should be considered both state-to-state and internationally.
Rachel D’Argenio, Mobility Market Leader, EY Americas
Katie Lodato, Vice President, Global Tax, Eli Lilly and Company
Chris Miller, Senior Vice President, Tax, T-Mobile US, Inc.
Urvi Doshi Sood, Vice President, Taxes & General Tax Counsel, Lockheed Martin Corporation
Lisa Wadlin, Chief Tax Officer, Netflix
12:25 pm - 1:15 pm ET
Breakout roundtable discussions on changing workforce dynamics
1:15 pm - 2:05 pm ET
Leading the Tax Function Through the Many Dimensions of Change
The pandemic has added new challenges to changes that heads of tax already were confronting in managing their tax functions. This panel will explore navigating an environment in which the necessary skills for a tax function and the workplace itself are rapidly shifting, tax policy is anything but stable, and the very nature of a company’s tax function is being reimagined. The panel also will examine how these changes affect the ways that heads of tax identify and engage with stakeholders in all directions – up, down and laterally.
David Helmer, Global Tax and Finance Operate Leader, EY
Jackie Crouse, Vice President, Tax, Amgen Inc.
Melissa Hall, Senior Vice President – Tax, Assurant Inc.
Sharon Heck, Corporate Vice President, Treasurer and Chief Tax Officer, Intel Corporation
2:05 pm - 2:10 pm ET
Day Two Closing / Preview of Day Three
10:00 am - 10:05 am ET
10:05 am - 10:55 am ET
10:55 am - 11:05 am ET
11:05 am - 11:55 am ET
New Revenue Sources Aligned with New Policy Priorities
Increasing federal spending, rising federal debt, and possible shifts in domestic policy all are likely to put additional pressure on the federal government’s fisc. This panel will discuss possible additional revenue sources – both big and small – in the context of various policy objectives such as addressing income and wealth inequality, climate change, and competitiveness and trade policy.
Ross Kearney, Corporate Vice President, Tax, Raytheon Technologies Corporation
George Callas, Managing Director, Government Affairs & Public Policy, Steptoe & Johnson
Robert Carroll, Co-Director, Quantitative Economics and Statistics Group (QUEST), EY
Bert Lue, Economist, Joint Committee on Taxation
Karl Russo, Director, National Economics and Statistics, PwC
11:55 am - 12:45 pm ET
Breakout roundtable discussions on where we go from here
12:45 pm - 1:35 pm ET
Tax and Social Responsibility – Bedfellows for a New Era
Environmental, social and corporate governance (ESG) matters have recently moved to the center of the public company agenda and routinely now include a focus on tax. Join us for a discussion with Tax VPs and an ESG officer about how companies are evaluating these evolving developments and aligning the tax element of their public profiles.
John Gimigliano, Principal in Charge, Federal Legislative and Regulatory Services, KPMG
Monica Neufang, Vice President, Enterprise Governance, Johnson & Johnson
Shannon Stafford, Managing Director, The Carlyle Group
Stef van Weeghel, Global Tax Policy Leader, PwC
Louise Weingrod, Vice President, Global Taxation, Johnson & Johnson
1:35 pm - 1:45 pm ET
1:45 pm - 2:35 pm ET
The Path Forward - Embracing the Opportunities
The events of the past year have brought dramatic change affecting all aspects of tax. With transformational change come opportunities to refocus, realign, and reprioritize. This panel of experts will look at the tax and economic agenda of the new US administration and the role it will play in the global tax dialogue. Panelists will share their perspectives on how the tax community can work together to help shape the future for 2021 and beyond.
Sarah McGill, Senior Vice President, Tax, PepsiCo, Inc.
Manal Corwin, National Services Line Leader for International Tax, and Principal-in-Charge of Washington National Tax – International Tax Policy, KPMG
Michael Mundaca, US National Tax Department Leader, EY
Bob Stack, Managing Director, International Tax Group, Washington National Tax, Deloitte Tax LLP
2:35 pm - 2:45 pm ET
Joshua Bolten **keynote
Douglas O'Donnell **keynote
Mark Weinberger **keynote
Timothy G. Berger
Urvi Doshi Sood
Stef van Weeghel
L. Randall Wray
Brownstein Hyatt Farber Schreck
Deloitte Tax LLP
Eli Lilly and Company
Exxon Mobil Corporation
Ford Motor Company
Johnson & Johnson
Lockheed Martin Corporation
McCormick & Company, Inc.
Miller & Chevalier Chartered
Procter & Gamble
Raytheon Technologies Corporation
Skadden, Arps, Slate, Meagher & Flom
Steptoe & Johnson
T-Mobile US, Inc.
The Carlyle Group
The Walt Disney Company
Who should attend?
The program is designed for CFOs, VPs of Tax, VPs of Finance, corporate tax directors, government tax professionals, tax counsels, attorneys, and managers. The method of delivery will be group internet based at an intermediate level. Participants should possess an intermediate knowledge of tax policy and practice.
Can I obtain continuing education credits (CLE or CPE) by attending this conference?
Participation in the Symposium will allow you the opportunity to receive continuing education credits. TCPI is registered with NASBA, and up to 13 credit hours can be earned* (NASBA Field of Study: TAXATION.). TCPI will also apply for CLE accreditation post-conference from those states that require it, which participants list on their registration forms. The total amount of earned CLE credits varies by states. [*Number of CE credit hours available is subject to change pending final resolution of the program agenda.]
How do I become an exhibitor?
To obtain a copy of the exhibitor prospectus, which includes the pricing and benefits of becoming an exhibitor, please email us at firstname.lastname@example.org.
What is the cancellation and refund policy?
Fees are refundable, less a $100 processing fee, if written notice is received by TCPI prior to COB Friday, January 15, 2021. There will be no refunds after January 15, 2021; however, a substitute for the original registrant will be accepted. For more information regarding registration, refund, complaint, and/or program cancellation policies, please call TCPI at (202) 822-8062 or email email@example.com.
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Do you provide a group discount?
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