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Conference

Disruption and opportunity in the era of global tax transformation

February 15 - 16, 2018

Program Manager: Deloitte Tax LLP

  • This event has passed.

Updates.

  • (2/13/18) Director of the National Economic Council Gary Cohn and Council of Economic Advisers Chairman Kevin Hassett to Speak at TCPI’s Annual Symposium. PRESS RELEASE
  • (1/30/18) TCPI honors Mark Alan Prater with the 2018 Pillar of Excellence Award. PRESS RELEASE
  • (1/22/18) Chairman Kevin Brady of the House of Representatives’ Committee on Ways and Means announced as the Opening Keynote Speaker. PRESS RELEASE

Program Description.

The pace of change in tax laws and regulations may wax and wane, but shifts in the global economy, advancements in technology, and the expectations of traditional and emerging stakeholders continue to accelerate at a dizzying rate.

Join us at the 19th Annual Tax Policy & Practice Symposium as we examine the legislative, administrative, economic, talent, and marketplace disruptions in play today, as well as those to come. We’ll explore how tax executives are anticipating and responding to the conflicting demands and opportunities and what these disruptions present.  Over our two days together we will examine several crucial issues, including:

  • The C-suite perception of tax disruption and its short- and mid-term impact on key decisions and operations
  • The state of US tax reform, including an exploration of how it may change future tax and business decisions for domestic and global enterprises
  • Global tax legislative and enforcement trends and predictions, including the upheaval stemming from OECD, EU, and G20 actions and proposals
  • Strategies and tools to meet these challenges within an evolving tax workplace

Join the dialogue with other tax executives, legislators, regulators, administrators, economists, service providers, and academics as we come together to explore emerging policy considerations, share insights, and exchange practical strategies for managing and mitigating the disruptions that changes in tax policy create.

Continuing Education.

CPE: 10.0 credit hours
CLE: 10.0 credit hours (based on a 60-min per credit hour standard); 12.0 credit hours (based on a 50-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.learningmarket.org.

When & Where

February 15 - 16, 2018
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC
+ Google Map

Program Manager

Deloitte Tax LLP

The Agenda.

Day 1

  • 7:00 a.m. - 8:00 a.m.

    Continental Breakfast and Registration

  • 8:00 a.m. - 8:20 a.m.

    Welcome Remarks and Recognition of Symposium Mission

  • 8:20 a.m. - 9:00 a.m.

    Opening Keynote Address

    Keynote speaker: Chairman Kevin Brady, Committee on Ways and Means, U.S. House of Representatives

  • 9:00 a.m. - 10:00 a.m.

    Planning amid the chaos: The C-suite’s perspective

    Tax outcomes and risks have always been key considerations in business decision making. However, the current state of global tax uncertainty, coupled with the pace of disruption, makes it increasingly important to understand and anticipate the potential tax impact of strategic business decisions. In this panel, we will explore how the C-suie is teaming with tax to:
    • Report the impact of tax uncertainty to the CEO and board
    • Redefine how tax is factored into key capital allocation decisions
    • Translate organization-wide and marketplace demands into tax priorities

    Moderator:
    Sanford A. Cockrell III, Global CFO Program Leader, Deloitte Touche Tohmatsu Limited
    Panelist:
    James Reagan, Chief Financial Officer, Leidos
    Peggy Smyth, Chief Financial Officer, National Grid
    Bruce Zimmerman, Former CEO and Chief Investment Officer, University of Texas Investment Management Company

  • 10:00 a.m. - 11:00 a.m.

    Tax disruption: Adjusting to the shifting transfer pricing landscape

    Post-BEPS, the required analyses and effort for transfer pricing have become significantly more complicated. This panel will examine and debate areas in which simplified methods or safe harbors might be beneficial, the trade-offs that would be required to potentially ease some compliance and examination burdens, and the perceived appetite for these initiatives. The panel will describe the ongoing work at the OECD with respect to profit splits and the attribution of profits to permanent establishments.

    Moderator:
    David Noren, Partner, McDermott Will & Emery
    Panelists:
    Katherine Amos, Senior Director, Global Transfer Pricing, Johnson & Johnson
    Lindsey Falkingham, Global Taxes – Transfer Pricing, Procter & Gamble
    Michael McDonald, Executive Director, Transfer Pricing Services, National Tax Department, EY

  • 11:00 a.m. - 11:30 a.m.

    Fireside chat with Gary Cohn, Director, National Economic Council

    Moderator:
    Jonathan Traub, Principal in Charge, Tax Policy Group – Washington National Tax, Deloitte Tax LLP

  • 11:30 a.m. - 11:45 a.m.

    Break

  • 11:45 a.m. - 12:45 p.m.

    Tax disruption: Global examination and enforcement risk

    While tax lawmakers and regulators have been focusing on changing the rules that govern taxation, tax administrations have been rapidly adapting to the new dynamic environment. Taxpayers now confront increasing demands for information and increasingly aggressive tax audits around the world, often in challenging environments. Tax administrations not only have access to information provided by taxpayers, but are actively exchanging information with other tax authorities. The landscape is likely to become even more uncertain with new rules such as the “principal purpose test” and new permanent establishment rules in the recently signed “multilateral instrument.” At the same time, tax administrations are actively exploring new approaches to cooperative compliance with taxpayers. This panel will explore:
    • Global trends in examination and enforcement requirements
    • The new challenges they are creating for tax departments
    • Innovative approaches for avoiding and resolving tax disputes

    Moderator:
    Michael Danilack, Principal, Washington National Tax Services, PwC
    Panelists:
    Ted Gallivan, Assistant Commissioner, International, Large Business and Investigations Branch, Canada Revenue Agency
    Josef Hajek, Senior Vice President, Tax and Government Affairs, Tupperware Brands Corporation
    Douglas O’Donnell, Commissioner, Large Business & International (LB&I) Division, IRS
    Amy Roberti, Director, Global Tax & Fiscal Policy, Procter & Gamble

  • 12:45 p.m. - 2:00 p.m.

    Luncheon and Pillar of Excellence Award presentation

    Award recipient: Mark Prater, Deputy Staff Director and Chief Tax Counsel – Republican, Senate Finance Committee

  • 2:00 p.m. - 3:00 p.m.

    Tax reform: Where are we now?

    In this session, we will examine the final enacted legislation and how we got there, discuss the key areas of potential impact, and exchange insights on possible paths for moving forward in the new tax landscape.

    Moderator:
    Jonathan Traub, Principal in Charge, Tax Policy Group – Washington National Tax, Deloitte Tax LLP
    Panelists:
    Barbara Angus, Chief Tax Counsel - Republican, House Committee on Ways and Means
    Kara Getz, Chief Tax Counsel – Democrat, House Committee on Ways and Means
    Mark Prater, Deputy Staff Director and Chief Tax Counsel – Republican, Senate Finance Committee
    Tiffany Smith, Chief Tax Counsel – Democrat, Senate Finance Committee

  • 3:00 p.m. - 4:00 p.m.

    Tax disruption: Changes in the global legal landscape

    Tax disruption: Changes in the global legal landscape
    Tax authorities worldwide have been examining and adjusting their regimes to achieve base broadening while responding to shifts in the global business environment that are challenging traditional international tax norms. This panel will explore:
    • The most significant recent changes
    • Changes on the horizon – including OECD-, EU-, and jurisdiction-led initiatives
    • The impact of these developments on businesses

    Moderator:
    Robert Stack, Managing Director, International Tax Group – Washington National Tax, Deloitte Tax LLP
    Panelists:
    Chip Harter, Deputy Assistant Secretary (International Tax Affairs), U.S. Department of the Treasury
    Martin Kreienbaum, Chair, Committee on Fiscal Affairs, OECD
    Katie Lodato, Vice President – Global Tax, Eli Lilly and Company
    William Morris, Chair, Taxation Committee, Business at OECD (BIAC)

  • 4:00 p.m. - 4:30 p.m.

    Break

  • 4:30 p.m. - 5:30 p.m.

    How disruption can make us better: Embracing change to reinvent the tax department

    Meaningful change and innovation are fostered by the inclusive cultures of world-class organizations that go far beyond diversity statistics. The confluence of business, technology, cultural, generational, and tax disruptions demand a new approach to tax department hiring and retention – one that is focused on fostering an inclusive work culture. We will explore how to approach these reinvention challenges, including:
    • How inclusion goes beyond diversity to harness all types of differences
    • What the future work of the tax department will be
    • The right composition of the tax department (technology vs. tax technical)
    • Non-traditional skills on tax executives’ wish lists – and why
    • Leading practices to transition in new hires while creating a satisfying and safe environment for existing team members
    • Sponsorship activities that can enable individual success and break down the unconscious biases that may otherwise hold talented team members back

    Moderator:
    Patricia Sweeney, Member, Miller & Chevalier Chartered
    Panelists:
    Melissa Hall, Senior Vice President, Tax, Assurant Inc.
    Tricia McGrath, Recruiter – Tax and Finance, Google
    Stephen Metoyer, Principal and Diversity Leader, Deloitte Tax LLP

  • 5:30 p.m. - 7:00 p.m.

    Networking Reception

Day 2

  • 7:30 a.m. - 8:00 a.m.

    Continental Breakfast

  • 8:00 a.m. - 9:00 a.m.

    The economic realities of tax reform and its impact

    This panel will examine the revenue, distributional, macro-economic, and sectoral economic consequences of the current tax reform and other proposals based on the CBO, JCT, NEC, and outside analyses.

    Moderator:
    Hank Gutman, Of Counsel, Ivins, Phillips & Barker
    Panelists:
    Jason Furman, Professor of the Practice of Economic Policy, Harvard Kennedy School
    Drew Lyon, Principal and National Economics and Statistics Leader, PwC
    Martin Sullivan, Chief Economist, Tax Analysts

  • 9:00 a.m. - 10:15 a.m.

    Tax reform: Domestic tax provisions and possible consequences for businesses

    This panel will explore how the recently enacted tax legislation could dramatically change the tax position of US-based and inbound businesses and underlying investment decisions, including:
    • Practical implications of tax reform on US business activities
    • Potential intended and unintended consequences for different industries and business structures – corporations and pass-through entities
    • Capital market reactions and possible implications for the M&A market

    Moderator:
    Ray Beeman, Co-leader, Washington Council EY
    Panelists:
    Kevin Conway, Senior Vice President, Tax, AmerisourceBergen Corporation
    William Dixon, Managing Director, Citigroup Global Markets Inc.
    Mary Duffy, Managing Director, Andersen Tax
    Sally Stiles, Chief Tax Officer, Caterpillar Inc.

  • 10:15 a.m. - 10:30 a.m.

    Break

  • 10:30 a.m. - 11:00 a.m.

    One-on-one with Dr. Kevin Hassett, Chairman, Council of Economic Advisers

    Moderator:
    Constance Hunter, Chief Economist, KPMG LLP

  • 11:00 a.m. - 11:15 a.m.

    Raffle drawing

  • 11:15 a.m. - 12:30 p.m.

    Tax reform: International tax provisions and possible consequences for businesses

    This panel will explore those US cross-border tax reform provisions that mark the sharpest departure from current law approaches. It will examine how these changes will influence the behavior of both US and non-US multinationals with particular emphasis on the challenges and opportunities these may create, including their potential impact on:
    • The location of business activities by US multinationals, including the ownership of intangible property
    • Financing of business activities
    • International tax planning strategies generally
    • Non-US-parented multinationals with US businesses

    Moderator:
    Harrison Cohen, Managing Partner, Deloitte Tax LLP
    Panelists:
    Ronald Dickel, Vice President, Global Tax, Intel Corporation
    Kevin McWilliams, Vice President Tax, International Paper
    Tony O'Donnell, Vice President, Tax, EMD Serono
    Lisa Wadlin, Senior Vice President and Chief Tax Officer, Walmart

  • 12:30 p.m. - 1:30 p.m.

    Tax reform: What’s next?

    President Trump’s signature on a tax reform bill won’t be the end of efforts related to reform. Many constituents and lawmakers will be active in making fixes, providing clarity, and rolling back key provisions. In this panel, we will explore:
    • The inevitable legislative gaps that lawmakers and regulators will have to identify and fill, and the options available for accomplishing these
    • How federal tax reform may impact state budgets and affect state tax reform initiatives
    • The promised and overdue restructuring of the IRS that leadership has penciled in for this spring, and how it will impact implementation of the new tax legislation

    Moderator:
    Armando Gomez, Partner, Skadden Arps Slate Meagher & Flom LLP
    Panelists:
    Madeleine Barber, Senior Vice President and Chief Tax Officer, CBRE
    Jacqueline Crouse, Vice President, Tax, Amgen Inc.
    Harley Duncan, Managing Director, State and Local Tax, KPMG LLP
    Russell Sullivan, Partner, McGuireWoods

  • 1:30 p.m. - 1:35 p.m.

    Closing remarks

The Speakers.

Katherine Amos

Senior Director, Global Transfer Pricing and Controversy
Johnson & Johnson

Barbara Angus

Chief Tax Counsel
Committee on Ways and Means

Madeleine Barber

Senior Vice President and Chief Tax Officer
CBRE

Ray Beeman

Co-leader
Washington Council EY

Congressman Kevin Brady (R-TX)

Chairman
Committee on Ways and Means, U.S. House of Representatives

Sanford A. Cockrell III

Global CFO Program Leader
Deloitte Touche Tohmatsu Limited

Harrison Cohen

Managing Partner
Deloitte Tax LLP

Gary Cohn

Director
National Economic Council

Kevin Conway

Senior Vice President, Tax
AmerisourceBergen Corporation

Jacqueline Crouse

Vice President, Tax
Amgen Inc.

Michael Danilack

Principal, Washington National Tax Services
PwC

Ronald Dickel

Vice President, Global Tax
Intel Corporation

William Dixon

Managing Director
Citigroup Global Markets Inc.

Mary Duffy

Managing Director
Andersen Tax

Harley Duncan

Managing Director, State and Local Tax
KPMG LLP

Lindsey Falkingham

Global Taxes - Transfer Pricing
Procter & Gamble

Jason Furman

Professor of the Practice of Economic Policy
Harvard Kennedy School

Ted Gallivan

Assistant Commissioner, International, Large Business and Investigations Branch
Canada Revenue Agency

Kara Getz

Chief Counsel
House Committee on Ways and Means

Armando Gomez

Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Hank Gutman

Of Counsel
Ivins, Phillips & Barker Chartered

Josef Hajek

Senior Vice President, Tax and Government Affairs
Tupperware Brands Corporation

Melissa Hall

Senior Vice President, Tax
Assurant Inc.

Chip Harter

US Deputy Assistant Secretary (International Tax Affairs)
U.S. Department of the Treasury

Dr. Kevin Hassett

Chairman
Council of Economic Advisers

Constance Hunter

Chief Economist
KPMG

Martin Kreienbaum

Chair, Committee on Fiscal Affairs (CFA)
OECD

Katie Lodato

Vice President - Global Tax
Eli Lilly and Company

Drew Lyon

Principal and National Economics and Statistics Leader
PwC

Michael McDonald

Executive Director, Transfer Pricing Services, National Tax Department
EY

Tricia McGrath

Recruiter – Tax and Finance
Google

Kevin McWilliams

Vice President Tax
International Paper

Stephen Metoyer

Principal - Enterprise Tax Integration; National Managing Principal - Inclusion Recruiting and Eminence
Deloitte Tax LLP

William Morris

Chair, Committee on Taxation and Fiscal Affairs
Business at OECD (BIAC)

David Noren

Partner
McDermott Will & Emery

Anthony O'Donnell

Vice President, Tax
EMD Serono

Douglas O'Donnell

Commissioner, Large Business and International (LB&I) Division
Internal Revenue Service

Mark Prater

Deputy Staff Director, Chief Tax Counsel
Senate Finance Committee

James Reagan

Chief Financial Officer
Leidos

Amy Roberti

Director, Global Tax & Fiscal Policy
Procter & Gamble

Jonathan Traub

Principal in Charge, Tax Policy Group – Washington National Tax
Deloitte Tax LLP

Tiffany Smith

Chief Tax Counsel
Senate Finance Committee

Peggy Smyth

Chief Financial Officer
National Grid

Robert Stack

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

Sally Stiles

Chief Tax Officer
Caterpillar Inc.

Martin Sullivan

Chief Economist
Tax Analysts

Russell Sullivan

Partner
McGuireWoods

Patricia Sweeney

Member
Miller & Chevalier Chartered

Lisa Wadlin

Senior Vice President and Chief Tax Officer
Walmart

Bruce Zimmerman

Former CEO and Chief Investment Officer
University of Texas Investment Management Company

Planning Committee.

AbbVie Inc.

Scott Reents
Vice President, Tax

AmerisourceBergen Corporation

Kevin Conway
Senior Vice President, Tax

Amgen Inc.

Jacqueline Crouse
Vice President, Tax

Andersen Tax

Ellen MacNeil
Managing Director
Program Manager Advisory Committee (PMAC)

Assurant Inc.

Melissa Hall
Senior Vice President - Tax

Boston Scientific Corporation

Douglas Cronin
Vice President, Corporate Tax

Caterpillar Inc.

Chad Withers
Director, Global Tax Operations

CBRE

Madeleine Barber
Senior Vice President and Chief Tax Officer

Citigroup

Saul Rosen
Senior Tax Counsel and Managing Director

Deloitte Tax LLP

Jonathan Traub
Principal in Charge, Tax Policy Group - - Washington National Tax
Program Manager

Deloitte Tax LLP

Banks Edwards
Managing Partner, Washington National Tax
Program Manager

Eli Lilly and Company

David P. Lewis
Vice President, Global Taxes; Chief Tax Executive & Assistant Treasurer

Exxon Mobil Corporation

Tim C. Raymond
Assistant General Tax Counsel

EY

Eric Solomon
Co-Director, National Tax
Program Manager Advisory Committee (PMAC)

Facebook, Inc.

Alan T. Lee
Head of Global Tax Policy

FedEx Corporation

Robert L. Brown
Corporate Vice President Tax

Ford Motor Company

Diane Dossin
Chief Tax Officer

Hess Corporation

C. Martin Dunagin, Jr.
Vice President, Corporate Tax

Intel Corporation

Ronald D. Dickel
Vice President, Global Tax

International Paper Company

Kevin G. McWilliams
Vice President Tax

Ivins, Phillips & Barker

Hank Gutman
Of Counsel
Program Manager Advisory Committee (PMAC)

Johnson & Johnson

Louise Weingrod
Vice President, Global Taxation

KPMG

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

Lockheed Martin Corporation

David A. Heywood
Vice President, Taxes & General Tax Counsel

Loews Corporation

Susan Becker
Vice President, Chief Tax Officer

Mars, Incorporated

Anthony Gedeller
Global Tax & Currency Director

Masco Corporation

Lawrence Leaman
Vice President, Global Taxes

MasterCard Worldwide

Timothy G. Berger
Executive Vice President - Tax

McDermott Will & Emery

David Noren
Partner
Program Manager Advisory Committe (PMAC)

McGuireWoods

Russ Sullivan
Partner
Program Manager Advisory Committe (PMAC)

Miller & Chevalier Chartered

Patricia Sweeney
Member
Program Manager Advisory Committee (PMAC)

PepsiCo, Inc.

Jeffrey Coniaris
Senior Vice President, Tax Planning

Procter & Gamble

Amy Roberti
Director, Global Tax & Fiscal Policy

PwC

Pamela Olson
US Deputy Tax Leader and Washington National Tax Services (WNTS) Leader
Program Manager Advisory Committee (PMAC)

Skadden, Arps, Slate, Meagher & Flom LLP

Armando Gomez
Partner
Program Manager Advisory Committee (PMAC)

T-Mobile

Chris Miller
Vice President, Tax

The Boeing Company

Christopher Wolter
Vice President, Taxes

The Walt Disney Company

John Stowell
Senior Vice President, Corporate Taxes

Tupperware Brands Corporation

Josef Hajek
Senior Vice President, Tax & Government Affairs

United Technologies Corporation

Ross Kearney
Vice President, Tax

Vertex Inc.

Bernadette Pinamont
Chief Tax Officer - Income Tax

Walmart

Lisa Wadlin
Senior Vice President and Chief Tax Officer

Hotel Information.

Where:

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

Rate for Feb. 14 and 15**:  OUR ROOM BLOCK IS SOLD OUT! Please contact the Ritz-Carlton to be put on a waiting list.

$350 per night plus tax and fee

Reservation Method (choose one):

  1. Call 202-835-0500 or 800-241-3333 and reference “2018 TCPI Symposium”
  2. Reserve online – click here

All reservations should be received by no later than Monday, January 29, 2018.  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.

Check-in and Check-out

  • Check in: 3:00 PM
  • Check out: 12:00 PM

Room Cancellation Policy:

72 hours prior to arrival

Additional Information.

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 Feb 14th and 15th for $350 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 to this conference?

Up to you. All conference materials, including the agenda, speaker bios and PowerPoint presentations, will be made available on the password-protected TCPI Symposium website (accessible to attendees only). There will be wifi and writing surface available in the conference room. In the past, some attendees have chosen to bring their laptops to the conference or print everything beforehand.

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 19, 2018. There will be no refunds after January 19, 2018; 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.