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Conference

Seeking Stability in the Midst of Global Seismic Shifts

May 19 @ 8:00 am - May 20 @ 1:00 pm

Program Manager: Deloitte Tax LLP

Update.

Due to the current COVID surge caused by the Omicron variant and companies re-imposing travel and large event bans, the 2022 TCPI Symposium has been postponed from February to May.  The Symposium will now take place on May 19 and 20 at the Ritz-Carlton Washington, DC.

Important.

The Tax Council Policy Institute (TCPI) is requiring all 2022 Symposium attendees to be fully vaccinated* prior to the start of the program in February to ensure the safety and health of everyone involved.  Record of COVID vaccination must be provided at onsite check-in.  As of 6:00 am ET on December 21, 2021, the indoor mask mandate is reinstated.  Starting on January 15, 2022, per Mayor’s Order 2021-148, there is a requirement for proof of vaccination to enter indoor facilities.  Please read our COVID PROTOCOL prior to registration for the health measures we’re implementing as well as answers to FAQs.

* “Fully vaccinated” is defined by the CDC as two weeks after a second dose of the Pfizer or Moderna vaccine, or two weeks after the Johnson & Johnson vaccine.

 

Program Description.

Seismic shifts in global business models, economies, and social awareness are pushing tax policy toward an inflection point. During the 2022 program, we will explore several significant trends, along with the evolution of tax policy, to assess how they are interacting with and influencing each other and how tax executives and policymakers are anticipating and responding to these conflicting demands and opportunities. Is there a future that includes tax stability or can we expect continuing aftershocks? Areas to be explored include:

  • The new multilateralism – How impactful might Pillars One and Two turn out to be and are these harbingers of new modes of multilateral tax policy development? Who are the key players? How can individual governments address these efforts while still maintaining sovereignty?
  • Tax law changes – Are pending changes to the US tax code tinkering at the edges or transforming the fundamentals?
  • Tax transparency and governance – How is the continued evolution of environmental, social, and governance standards viewed from the perspective of internal and external stakeholders?
  • The impact of change on tax – How have roles and responsibilities evolved for the chief tax officer and the tax department in this rapidly changing environment?
  • Fiscal stability – How are governments tapping into traditional and new sources of tax revenue on such unsteady ground while recovering from a pandemic?

Join the discussion with other tax executives, legislators, regulators, administrators, economists, and academics as we come together to explore emerging tax and fiscal policy developments and share insights and practical strategies for managing the impact of these global seismic shifts.

 

Continuing Education.

Learning objective – To explore emerging tax and fiscal policy developments and share insights and practical strategies for managing the impact of the global seismic shifts in tax.

Participation in the symposium will allow you the opportunity to receive continuing education credits. TCPI is registered with NASBA, and in accordance with its policies, up to 12 CPE credits can be earned. (NASBA Field of Study: TAXATION.)

TCPI will also apply for CLE accreditation from those states that require it, which participants list on their registration form. The total amount of earned CLE credits varies by states.

CPE: TBD credit hours (based on a 50-min per credit hour standard)
CLE: TBD credit hours (based on a 50-min per credit hour standard); TBD 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/.

 

Registration.

Early bird registration (register by COB April 20, 2022): $950

Regular registration (register after April 20, 2022): $1200

Government employees and Academia (full-time faculty and student): $350

Register early to receive a discount. The symposium attendance fee includes all sessions plus two continental breakfasts, one lunch, and a networking reception.

 

When & Where

May 19 - 20, 2022
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC
+ Google Map

Program Manager

Deloitte Tax LLP

The Agenda.

Day 1

  • 7:15 AM - 8:00 AM

    Registration and Continental Breakfast

  • 8:00 AM - 8:10 AM

    Welcome Remarks and Recognition of Symposium Mission

  • 8:10 AM - 8:30 AM

    How the world has changed

  • 8:30 AM - 9:00 AM

    Keynote Address

    Speaker TBA

  • 9:00 AM - 10:00 AM

    State of the economy

    Labor shortages. Supply chain woes. Inflation. Which changes are permanent, which are temporary, and what hasn’t changed at all due to the pandemic? And what might these mean for the future of policy making (whether in the fiscal or monetary domains)? This session will focus on the macroeconomic landscape upon which future tax policy decisions will be made.

  • 10:00 AM - 10:30 AM

    Break

  • 10:30 AM - 11:30 AM

    The future relationship between tax authorities and taxpayers’ digital DNA

    Globally, tax administrators are developing and deploying innovative solutions to calculate and capture taxes. At the same time, jurisdictions are increasingly connected through global programs. Panelists will discuss these developments and how they are future proofing companies’ tax organizations and shaping relationships with tax authorities and their approaches to data, compliance, and enforcement.

  • 11:30 AM - 11:50 AM

    Looking beyond OECD Pillars 1 and 2

    Speaker TBA

  • 11:50 AM - 1:05 PM

    Multilateralism: The New Mode

    Over the last decade, the OECD has been leading efforts aimed at solving some of the thorniest global tax policy issues. While their Inclusive Framework (IF) membership of approximately 140 countries far exceeds their own 38 member countries, there are many countries not participating who will be impacted by the policies spawned by IF’s recommendations. To fill the gaps, the UN has also redoubled its efforts to establish global tax policy norms, and the IMF and World Bank also participate in both UN and OECD efforts. Is “magical thinking” – the idea that, at the end of it all, we will have a single set of workable rules that are uniformly applied regardless of jurisdiction – the glue that keeps all the stakeholders engaged? Inclusive policymaking is a laudable goal, but is it achievable given the many organizations that are involved, and stakeholders have competing priorities and views on how the rules should work? This session will explore the challenges and opportunities that multilateralism creates as related to the key objectives of fairness, administrability, and sovereignty.

  • 1:05 PM - 2:25 PM

    Lunch and presentation of TCPI Pillar of Excellence Award

    Award Recipient TBA

  • 2:30 PM - 3:10 PM

    Tax transparency and governance in a new era of good business citizenship

    While tax transparency and governance are not new concepts, it is clear that “environmental, social, and governance” (ESG) has recently elevated their importance for businesses. The S (social) of ESG is the force that pulls all the disparate ESG pieces into the larger focus of societal expectations on business behavior and economic contribution. Paying tax is now more than a cost of doing business – paying tax is a way companies demonstrate responsibility and sustainability, and thereby build back trust with all stakeholders (shareholders, customers, governments, etc.). This session will explore emerging ESG and tax transparency and governance initiatives, how they relate to each other and, in many instances, actually create opportunities for businesses.

  • 3:10 PM - 3:40 PM

    The OECD POV

    Speaker TBA

  • 3:40 PM - 4:00 PM

    Break

  • 4:00 PM - 5:00 PM

    Pillars One and Two and the implications for the future of tax policy

    When 136 of the 140 member countries of the OECD’s IF committed to Pillars 1 and 2 in the fall of 2021 it signaled dramatic reforms of global taxation to come. But much work remains. This panel will discuss the anticipated benefits and complications of these reforms and the behavioral changes they could prompt.

  • 5:00 PM - 5:30 PM

    Doing the tax math on ESG ratings

    Rating a company on their tax footprint is gaining popularity. Currently, several tax authorities, pension agencies, and rating agencies include aspects of tax in their ESG ratings. This mini-session will demystify these ratings and what public information influences them.

  • 5:30 PM - 6:00 PM

    A Chief Tax Officer’s ESG toolbox

    While many tax executives are poised to contribute to ESG reporting initiatives at their companies, ESG reporting is in its infancy, particularly for US-based companies. We will hear from tax executives who are at the forefront of these initiatives and the tools and techniques (such as Tax Total Contribution reports) they use as they work with their ESG counterparts and communicate with stakeholders about tax.

  • 6:00 PM - 7:00 PM

    Networking Reception

Day 2

  • 7:30 AM - 8:00 AM

    Continental breakfast

  • 8:00 AM - 8:10 AM

    Welcome and opening remarks

  • 8:10 AM - 8:40 AM

    The US Treasury POV

    In this fireside chat, we will explore the US Treasury’s tax policy priorities. What might come next as tax plays its role in stabilizing and growing the US economy? How will Treasury synthesize the demands of the global tax community into a US tax policy that will help stabilize global tax systems without sacrificing US policy goals?

  • 8:40 AM - 9:50 AM

    US Tax Policy Developments (congressional and regulatory)

    This session will explore the latest legislative and regulatory developments with regard to US tax legislation. We will discuss the journey from legislation to regulatory guidance and near-term priorities with key players from the Hill and Treasury.

  • 9:50 AM - 10:20 AM

    The IRS POV

    Speaker TBA

  • 10:20 AM - 10:45 AM

    Break

  • 10:45 AM - 11:45 AM

    The future of US tax policy and the forces that will shape it

    This panel will explore revenue raisers, both current and recent, the US appetite for those not yet adopted, and how these policies might be impacted by or influence the global tax dialogue. It will also explore the tensions created for policymakers and C-suite decisionmakers in an increasingly politicized and transparent corporate tax environment.

  • 11:45 AM - 1:00 PM

    Managing stakeholder expectations while the tax dust settles

    Tax executives and tax departments have become adept at managing and adapting to the near constant challenge of seismic business, economic, and social changes. This session will explore how tax executives are anticipating and meeting the latest wave of challenges while evolving the nature of their relationships with key internal and external stakeholders.

  • 1:00 PM - 1:10 PM

    Closing remarks

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Early Bird Registration
Register by COB April 20, 2022
$ 950.00
Unlimited
Government employees and Academia (full-time faculty and students)
$ 350.00
Unlimited

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Pay by check Fill out the form below, make check payable to "Tax Council Policy Institute", and mail check to: TCPI, 1200 G Street NW, Suite 300 Washington, DC 20005

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The Speakers.

Evan Alexander

Managing Director, Tax Policy
Koch Industries

Barbara Angus

Global Tax Policy Leader
EY

Beth Bell

Staff Director, Subcommittee on Select Revenue Measures
House Committee on Ways and Means

Stephen Bonovich

Vice President, Tax
Agilent Technologies, Inc.

Stewart Brant

Director, Global Tax Policy
PwC

Manal Corwin

Principal in Charge of Washington National Tax
KPMG LLP

John Gimigliano

Principal-in-charge, Federal Tax Legislative and Regulatory Services
KPMG LLP

James Gordon

Senior Manager
Deloitte Tax LLP

Sharon Heck

Corporate Vice President Finance and Chief Tax Officer
Intel Corporation

Mindy Herzfeld

Professor of Tax Practice
University of Florida, Frederic G. Levin College of Law

Cory Hillier

Senior Counsel (Tax Law)
International Monetary Fund

Ross Kearney

Corporate Vice President, Tax
Raytheon Technologies

Melanie Krause

Chief Data and Analytics Officer
Internal Revenue Service

Michael Lennard

Chief, International Tax Cooperation Section. Financing for Development Office
United Nations

Ruth Mason

Edwin S. Cohen Distinguished Professor of Law and Taxation
University of Virginia School of Law

Maria Minetti

Deputy Head of Tax
CBRE

Will Morris

Deputy Global Tax Policy Leader
PwC

Paul Nolan

Vice President, Tax, Government Affairs & Strategic Real Estate
McCormick & Company, Inc.

Kirsten Nordlof

Global Head of Tax & Statutory Reporting
Uber

Loren Ponds

Member
Miller & Chevalier Chartered

Martin Rabenort

Partner, Tax Management Consulting
Deloitte NL

Christopher Rice

Vice President Tax - Americas
Shell Oil Company

Thomas J. Roesser

GM, Tax Policy Counsel
Microsoft

Rose Sereti

National Competency Leader -Tax Controversy Services
Deloitte Tax LLP

Bob Stack

Managing Director, International Tax Group, Washington National Tax
Deloitte Tax LLP

Derek Theurer

Chief Tax Counsel - Republican
House Committee on Ways and Means

Amanda Varma

Partner
Steptoe & Johnson

Mark Volpe

Vice President, Tax
Regeneron

Louise Weingrod

Vice President, Global Taxation
Johnson & Johnson

Teri Wielenga

Vice President, Global Head of Tax Policy
Gilead Sciences, Inc.

Tim Wright

Staff Vice President, Tax Planning & International
FedEx

Korab Zuka

Vice President, Public Affairs & President of Gilead Foundation
Gilead Sciences, Inc.

Planning Committee.

Deloitte Tax *2022 TCPI Symposium Program Manager*

Bob Stack
Managing Director, International Tax Group, Washington National Tax

Agilent Technologies, Inc.

Stephen Bonovich
Vice President, Tax

AmerisourceBergen

Kevin Conway
Senior Vice President, Tax

Amgen Inc.

Jacqueline Samuels
Vice President, Tax

Andersen

Ellen Macneil
Managing Director
Program Manager Advisory Committee (PMAC)

Apple

Phillip Bullock
Global Head of Tax

Assurant Inc.

Melissa Hall
Senior Vice President - Tax

Boeing

Natalie Rorem
Vice President, Tax

Brownstein Hyatt Farber Schreck

Russ Sullivan
Chair, National Tax Policy Group
Program Manager Advisory Committee (PMAC)

Caterpillar

Chad Withers
Chief Tax Officer

CBRE

Madeleine Barber
Senior Vice President, Chief Tax Officer

Citigroup

Keith Anzel
Managing Director - Tax

Eli Lilly and Company

Katie Lodato
Vice President, Global Tax

Exxon Mobil Corporation

Ed Coleman
Manager - Tax Legislation

EY

Barbara Angus
Global Tax Policy Leader
Program Manager Advisory Committee (PMAC)

Facebook

Alan Lee
Head of Global Tax Policy

FedEx Corporation

Robert (Bobby) Brown
Corporate Vice President Tax

Ford Motor Company

Ron Lang
Chief Tax Officer

Gilead Sciences, Inc.

Teri Wielenga
Vice President, Global Head of Tax Policy

IBM Corporation

Linda Evans
Director, Global Tax Policy

Intel Corporation

Sharon Heck
Corporate Vice President Finance and Chief Tax Officer

International Paper

Kenneth Goldberg
Senior Director, Global Tax Planning & Policy

Ivins, Phillips & Barker

Hank Gutman
Of Counsel
Program Manager Advisory Committee (PMAC)

Johnson & Johnson

Louise Weingrod
Vice President, Global Taxation

Koch Industries

Evan Alexander
Managing Director, Tax Policy

KPMG

John Gimigliano
Principal in Charge, Federal Legislative and Regulatory Services
Program Manager Advisory Committee (PMAC)

Lockheed Martin Corporation

Urvi Doshi Sood
Vice President, Taxes & General Tax Counsel

Loews Corporation

Brandon Holder
Vice President, Tax

Mars, Incorporated

Peter Kim
Global Tax Director

Mastercard

Scarlet Pereira
Executive Vice President, Global Tax

McCormick & Company, Inc.

Paul Nolan
Vice President, Tax, Government Affairs & Strategic Real Estate

McDermott Will & Emery

David Noren
Partner
Program Manager Advisory Committee (PMAC)

Microsoft

Tom Roesser
GM, Tax Policy Counsel

Miller & Chevalier

Loren Ponds
Member
Program Manager Advisory Committee (PMAC)

Netflix

Lisa Wadlin
Head of Tax

PepsiCo, Inc.

Jeff Coniaris
Senior Vice President, Tax Planning

Procter & Gamble

Tadd Fowler
Vice President – Treasury, Assistant Treasurer, and Global Tax Operations

PwC

Kevin Levingston
Tax Policy Services Practice Leader
Program Manager Advisory Committee (PMAC)

Raytheon Technologies

Ross Kearney
Corporate Vice President, Tax

Regeneron

Mark Volpe
Vice President, Tax

Skadden, Arps, Slate, Meagher & Flom LLP

Armando Gomez
Partner
Program Manager Advisory Committee (PMAC)

Steptoe & Johnson

Eric Solomon
Partner
Program Manager Advisory Committee (PMAC)

The Carlyle Group

Shannon Stafford
Managing Director

The Walt Disney Company

John Stowell
Senior Vice President, Corporate Tax

T-Mobile

Chris Miller
Senior Vice President, Tax

Uber

Kirsten Nordlof
Global Head of Tax and Statutory Reporting

Hotel Information.

The Ritz-Carlton Washington DC
1150 22nd Street NW
Washington, DC 20036
+1 202 835 0500

$399 per night plus tax and fee

Only Symposium attendees are allowed to use our block.  If we see your name in our room block, we will consider you as a registered attendee and payment will be requested.

Reservation Method (choose one):

  1. Call 202-835-0500 or 800-241-3333 and reference “2022 TCPI Symposium”
  2. Reserve online – click here

All reservations should be received by no later than Friday, April 22, 2022.  After this date, room availability and pricing cannot be guaranteed.

** There is a limited number of rooms available three days prior to and three days after the conference dates.  If you would like to add to your stay, please contact Marcia Gomes at Marcia.Gomes@ritzcarlton.com or (202) 974-5557.

Check-in and Check-out

  • Check in: 4:00 PM
  • Check out: 11:00 AM

Room Cancellation Policy:

72 hours prior to arrival.  No-shows will be charged the first night’s room and tax charges and released.

Additional Information.

What health measures are you undertaking to ensure the safety and health of all attendees?

TCPI is requiring all 2022 Symposium attendees to be fully vaccinated and vaccination record must be provided at onsite check-in. Please review our COVID Protocol on the conference main page for additional information on how we and the Ritz-Carlton Washington DC aim to keep all attendees safe.

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-live at an intermediate to advanced level. Participants should possess an advanced knowledge of tax policy and practice.

Does the registration cost include hotel reservation?

No. You must make your own hotel reservation. A limited number of rooms has been put on hold at The Ritz-Carlton Washington DC (1150 22nd Street NW) for the evenings of May 18th and 19th for $399 per night (plus tax and fees). Check out the "Hotel" section for additional information.

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 in accordance with its policies, up to 12 CPE credits 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.

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 general@tcpi.org. Note that spots are limited and we do sell out!

Should I bring a laptop/tablet to this conference?

YES, especially for those seeking continuing education (CE) credits. An event app will be available for the sole use of registered attendees. Submitting questions for speakers, tracking of attendance for CE accreditation, participating in polling questions, accessing conference documents (presentations and articles) and many functions will be conducted through the event app. There will be wifi and writing surface available in the conference room.

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 Wednesday, April 20, 2022. There will be no refunds after April 20, 2022; 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 symposium@tcpi.org.

Join us for an amazing event full of industry insights and knowledge.

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