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Conference

Disruption and opportunity in the era of global tax transformation

February 15 - 16, 2018

Program Manager: Deloitte Tax LLP

** We are pleased to announce Congressman Kevin Brady (R-TX), Chairman of the U.S. House of Representatives’ Committee on Ways and Means, as our Opening Keynote Speaker! **  READ OUR 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:
    Peggy Smyth, Chief Financial Officer, National Grid

    Additional panelists will be added.

  • 10:00 a.m. - 10:30 a.m.

    Break

  • 10:30 a.m. - 11:30 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, Partner – Transfer Pricing, EY

  • 11:30 a.m. - 12:30 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:
    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

  • 12:30 p.m. - 1:45 p.m.

    Luncheon and Pillar of Excellence Award presentation

  • 1:45 p.m. - 2:45 p.m.

    Tax reform: Where are we now?

    With tax reform legislation in high gear, the prospect for enactment has never been greater. In this session, we will review the status of the effort, discuss the roadblocks most likely to impede passage, and identify possible paths for moving forward.

    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

  • 2:45 p.m. - 3:45 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
    Katie Lodato, Vice President – Global Tax, Eli Lilly and Company
    Martin Kreienbaum, Chair, Committee on Fiscal Affairs, OECD
    William Morris, Chair, Taxation Committee, Business at OECD (BIAC)

  • 3:45 p.m. - 4:15 p.m.

    Break

  • 4:15 p.m. - 5:15 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

  • 5:15 p.m. - 7:00 p.m.

    Networking Reception

Day 2

  • 7:30 a.m. - 8:00 a.m.

    Continental Breakfast

  • 8:00 a.m. - 8:45 a.m.

    Keynote Address

  • 8:45 a.m. - 9:45 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 proposals based on the CBO, JCT, NEC, and outside analyses of the bills in play.

    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

  • 9:45 a.m. - 10:45 a.m.

    Tax reform: Domestic tax provisions and possible consequences for businesses

    Current tax reform proposals call for lower tax rates for business income, unprecedented capital expensing, and curtailment of various tax expenditures and the interest expense deduction. As tax reform legislation works its way through the House and Senate, we will explore how, if enacted, these proposals could dramatically change the tax position of US-based and inbound businesses and the incentives underlying investment decisions. Proposed changes to individual taxation may also have a ripple effect on particular sectors of the US economy. This session will explore:
    • 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.

  • 10:45 a.m. - 11:15 a.m.

    Break

  • 11:15 a.m. - 12:15 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:
    Gretchen Sierra, Partner in Charge, International Services Group – Washington National Tax, Deloitte Tax LLP
    Panelists:
    Ronald Dickel, Vice President, Global Tax, Intel Corporation
    Kevin McWilliams, Vice President Tax, International Paper
    Lisa Wadlin, Senior Vice President and Chief Tax Officer, Walmart

  • 12:15 p.m. - 1:15 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

  • 1:15 p.m. - 1:30 p.m.

    Wrap up

Tickets.

  • Regular Registration (Register after January 24, 2018) - $975.00
  • Select Number of Tickets
    -1 available
    Early Bird Registration$875.00 per ticketRegister by COB January 24, 2018

    Please fill in all required fields

    -1 available
    Government employees and Academia (full-time faculty and students)$300.00 per ticket

    Please fill in all required fields

    -1 available
    Media Registration$0.00 per ticket

    Please fill in all required fields

    -1 available
    Exhibitor Registration$0.00 per ticket

    Please fill in all required fields

    -1 available
    Speaker Registration$0.00 per ticket

    Please fill in all required fields

    Pay By Check Registration

    If you would like to pay with a check, please fill out this form and mail it and the check to TCPI, 600 13th Street NW, Suite 1000, Washington, DC 20005.

    * Event is open to the media *

    Media interested in attending the event should register using the “Media Registration” option.

    Cancellation 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.

    The Speakers.

    Katherine Amos

    Senior Director, Global Transfer Pricing
    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

    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

    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

    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

    Partner, Transfer Pricing
    EY

    Tricia McGrath

    Recruiter – Tax and Finance
    Google

    Kevin McWilliams

    Vice President Tax
    International Paper

    Stephen Metoyer

    Principal and Diversity Leader
    Deloitte Tax LLP

    David Noren

    Partner
    McDermott Will & Emery

    Anthony O'Donnell

    Vice President, Tax
    EMD Serono

    Mark Prater

    Deputy Staff Director, Chief Tax Counsel
    Senate Finance Committee

    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

    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

    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**:

    $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.

    REGISTER NOW >