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Conference

Tax Policy in Transition: Diverging Views in a Converging World

February 16 - 17, 2017

Program Manager: EY

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Program Description.

Join a focused, hands-on, educational assembly of more than 40 presenters representing tax leaders from business, government, and academia for a unique two-day symposium as we learn about and explore the critical issue that stands at the center of the global tax agenda: the taxation of capital.

The 2017 Symposium will present and explore the themes of “transition” and “convergence or divergence”. The first theme — transition — will provide a platform for a discussion that looks back at tax policy over the past eight years and looks ahead under a new President and Congress. The second theme — convergence or divergence — will examine how jurisdictions at all levels are thinking about tax policy within the context of globalization where borders continue to diminish in importance.

Be on the forefront of the discussion! Join us in dissecting this important tax topic which crosses all industry lines and that impacts your country and your company. Make plans to attend this premier event and participate in sharing perspectives and understanding how current, proposed and possible future changes may impact your tax planning practices and structures.

Continuing Education.

CPE: 11
CLE: 11

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 16 - 17, 2017
Annual Symposium
The Ritz-Carlton
1150 22nd Street NW
Washington, DC, Washington, DC

Program Manager

EY

The Agenda.

Day 1

  • 7:30AM - 8:15AM

    Continental Breakfast

  • 8:00AM - 8:30AM

    Opening Keynote Address

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

  • 8:50AM - 9:15AM

    Welcome Remarks and Recognition of Symposium Mission

    • Tim Raymond, Chairman, TCPI Board of Directors; Assistant General Tax Counsel, Exxon Mobil Corporation
    • Lynda Walker, Executive Director & General Counsel, Tax Council Policy Institute
    • Eric Solomon, Co-Director, National Tax, EY

  • 9:15AM - 10:15AM

    Unlocking the Future of Tax Policy: How the Global Economy is Shaping the Agenda

    Gone are the days when one country’s tax policy decisions could be made or viewed in isolation, without an understanding of other countries’ policies and the broader economic environment. This panel of economists and tax practitioners will explore the economic forces driving tax policymakers around the globe as they try to balance a need for revenue against the desire to remain competitive. They will also explore how the US election impacts the outlook for tax reform, trade and the United States’ role in shaping global tax policy.

    • Paul Nolan, Vice President, Tax & Government Affairs, McCormick & Company, Inc. (moderator)
    • Douglas Holtz-Eakin, President, American Action Forum
    • Saul Rosen, Managing Director & Senior Tax Counsel, Citigroup
    • Richard Rubin, US Tax Policy Reporter, The Wall Street Journal

  • 10:15AM - 10:30AM

    Break

  • 10:30AM - 11:30AM

    A View from the C-Suite: How Businesses are Dealing with the Changing Global Economy

    Changes in the global economy are driving changes in the tax environment, challenging executives in the C-suite to confront a tremendous amount of uncertainty. A panel of corporate executives will discuss the biggest global changes that are affecting businesses, assess the importance of changes in tax laws and tax administration, and try to gauge how closely business executives are following: 1) tax reform; 2) OECD initiatives; and 3) tax law changes around the world. They will also discuss how business executives communicate with shareholders, the public, the media, and politicians.

    • Pam Olson, US Deputy Tax Leader and Washington National Tax Services (WNTS) Practice Leader (moderator)
    • Emanuel Chirico, Chairman and Chief Executive Officer, PVH
    • Mark Weinberger, Global Chairman & CEO, EY

  • 11:30AM - 12:00PM

    Pillar of Excellence Award Presentation

    2017 Recipient: Pamela F. Olson, U.S. Deputy Tax Leader and Washington National Tax Services (WNTS) Practice Leader, PwC

  • 12:00PM - 1:00PM

    How to Safely Navigate your Tax Affairs and Tax Risk in a Sea of Distrust and Misperceptions about Businesses

    From churches to Congress, public confidence in institutions is at an all-time low. Just 6% of Americans have a “great deal” of confidence in big business, a distrust fueled in part by concerns about it pays a “fair share” of tax. This panel examines strategies for correcting public misperceptions and how to communicate more effectively to the media and other stakeholders about corporate contributions to economies large and small.

    • David Lewis, Vice President, Global Taxes; Chief Tax Executive & Assistant Treasurer, Eli Lilly and Company (moderator)
    • Karlyn Bowman, Senior Fellow, American Enterprise Institute
    • Joseph Householder, Executive Vice President, Corporate and Crisis, Hill+Knowlton Strategies
    • Andrew Phillips, Principal, Quantitative Economics and Statistics, EY
    • Russell Sullivan, Partner, McGuireWoods

  • 1:00PM - 2:00PM

    Luncheon

  • 2:00PM - 3:00PM

    Following the Money: Multinational Taxation in a Post-BEPS World

    One focus of the OECD’s Base Erosion and Profit Shifting (BEPS) project is on where multinational enterprises (MNEs) derive their income and where they take deductions, with a goal of reducing so-called stateless income. Jurisdictions are taking a closer look at MNEs’ tax transactions and agreements - including those entered into with tax administrations. This increased scrutiny is leading to an uptick in tax controversy, making it challenging for MNEs to find certainty. This panel will explore some of the changes in law and administrative practice in various countries post-BEPS and consider some practical considerations for tax directors trying to navigate the new landscape.

    • Manal Corwin, Principal and National Leader, International Tax, KPMG LLP (moderator)
    • Jesse Eggert, Principal, Washington National Tax, KPMG LLP
    • David Noren, Partner, McDermott Will & Emery
    • Douglas O’Donnell, Commissioner, Large Business & International (LB&I) Division, Internal Revenue Service
    • Timothy Power, Deputy Director, Corporate Tax, HM Treasury

  • 3:00PM - 3:30PM

    Break

  • 3:30PM - 4:30PM

    Tax Administration: Managing Controversy in the United States and Around the World

    In today’s environment of increased transparency and governments’ increasing need for revenue, the panel will focus on a practical discussion of how companies mitigate controversy risk across the globe. including a discussion controversy trends in the United States and around the world.

    • Heather Maloy, Director of Tax Controversy, EY (moderator)
    • Alex Jupp, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
    • Sally Stiles, Chief Tax Officer, Caterpillar Inc.
    • Patricia Sweeney, Member, Miller & Chevalier Chartered
    • Joseph V. Zmudzinski, Executive Director, Tax Audits & Research, United Technologies Corporation

  • 4:30PM - 5:30PM

    Tax Executives Forum: Remaking the Tax Function in a Changing World

    This panel will explore the role of the tax department in an evolving political and economic environment. The panelists will discuss their goals and priorities, as well as their vision of the future tax function. The panelists will describe their challenges and how they are addressing these challenges in an era of increasing responsibilities and constant uncertainty. The panel will provide insights about the potential impact of tax reform, developments in Europe and other foreign jurisdictions, reputational matters, internal and external communications, technology, and human resource issues.

    • Eric Solomon, Co-Director, National Tax, EY (moderator)
    • Douglas Cronin, Vice President, Corporate Tax, Boston Scientific
    • Josef Hajek, Senior Vice President, Tax & Government Affairs, Tupperware Brands Corporation
    • Melissa Hall, Senior Vice President – Tax, Assurant
    • Lisa Wadlin, Senior Vice President and Chief Tax Officer, Walmart

  • 5:30PM - 7:00PM

    Networking Reception

Day 2

  • 7:30AM - 8:15AM

    Continental Breakfast

  • 8:15AM - 9:00AM

    Opening Remarks

    • Stan Collender, Executive Vice President, Qorvis MSLGROUP

    Mr. Collender is a nationally recognized leading expert on federal budget issues and frequent contributor to national media outlets, including Forbes.

  • 9:00AM - 10:00AM

    Reshaping Tax Incentives: The Impact on Investment Decisions

    The election results have dramatically changed the contours of the debate around tax incentives. This session will focus on how the House Republican Blueprint for Tax Reform would reshape tax incentives and their potential impacts. In a move toward a consumption-based tax system, the Blueprint would allow expensing of new capital investment, but would disallow net interest expense. The Blueprint would also eliminate all special business tax incentives except for the research credit and the LIFO inventory method. If enacted, these proposals would dramatically change the tax position of most large corporations and the incentives underlying the decision for how much to invest and where to locate investment. The panel will explore how these Blueprint proposals would impact corporate taxpayers in various industries and how policymakers on both sides of the aisle view these issues.

    • Mary Duffy, Managing Director, Andersen Tax (moderator)
    • John Harrington, Partner, Dentons
    • Aruna Kalyanam, Democratic Tax Counsel and Staff Director, Subcommittee on Tax Policy, Committee on Ways and Means
    • Thomas Neubig, Former Deputy Head, Tax Policy and Statistics Division, OECD; Founding Member, Tax Sage Network
    • Christopher Wolter, Vice President of Tax, The Boeing Company

  • 10:00AM - 10:30AM

    Break

  • 10:30AM - 11:30AM

    Rethinking the Base: Innovative Ideas to Transform Taxation

    After the election the focus has shifted to the House Republican Blueprint for Tax Reform, as well as possible funding for President-elect Trump’s plans for infrastructure spending. This panel will discuss the linkage between valued-added taxes and the House Blueprint and focus on the major elements of the House Blueprint that would provide for additional revenue (e.g., corporate base broadening, disallowance of net interest expenses, border adjustments). The panel will also focus on the funding sources for existing infrastructure-related trust funds (e.g., Highway Trust Fund, Aviation Trust Fund, Waterways Trust Fund).

    • Jonathan Traub, Managing Principal, Tax Policy, Deloitte Tax LLP (moderator)
    • Robert Carroll, National Director, Quantitative Economics and Statistics Group, EY
    • Jeff Davis, Senior Fellow, Eno Center for Transportation
    • Hank Gutman, Of Counsel, Ivins, Phillips & Barker

  • 11:30AM - 12:30PM

    What's the Best Way to Tax Business Income

    Broad-based recognition that the US system of business income taxation is uncompetitive has driven several years of intense discussions searching for possible tax reform solutions. Following the recent US elections, it now appears that tax reform finally will move toward becoming a reality. However, political and policy differences will need to be bridged - and trade-offs will need to be made - to reform how we tax business income. This panel of chief tax officers - representing a spectrum of industries - and government tax policy staff will discuss the way forward to a business tax system encourages balanced economic growth.

    • Ray Beeman, Principal, Washington Council Ernst & Young (moderator)
    • Kevin Conway, Senior Vice President, Tax, AmerisourceBergen Corporation
    • Ron Lang, Assistant Tax Officer, Ford Motor Company
    • Mark Prater, Chief Tax Counsel – Republican, Senate Finance Committee
    • Louise Weingrod, Vice President, Global Taxation, Johnson & Johnson

  • 12:30PM - 12:40PM

    Closing Remarks

    • Eric Solomon, Co-Director, National Tax, EY
    • Lynda Walker, Executive Director & General Counsel, Tax Council Policy Institute

The Speakers.

Barbara M. Angus

Chief Tax Counsel
Committee on Ways and Means

Ray Beeman

Principal
Washington Council EY
bowman

Karlyn Bowman

Senior Fellow
American Enterprise Institute

Rep. Kevin Brady (R-TX)

Chairman
House Committee on Ways and Means

Robert Carroll

National Director, Quantitative Economics and Statistics (QWEST)
Ernst & Young

Emanuel Chirico

CEO
PVH

Stan Collender

Executive Vice President
Qorvis MSLGROUP
conway

Kevin G. Conway

Senior Vice President of Tax
AmerisourceBergen
corwin

Manal S. Corwin

Principal and National Leader, International Tax
KPMG LLP
cronin

Douglas Cronin

Vice President, Corporate Tax
Boston Scientific Corporation

Jeff Davis

Senior Fellow
Eno Center for Transportation

Mary Duffy

Managing Director
Andersen Tax

Jesse Eggert

Principal, Washington National Tax
KPMG LLP

Josef Hajek

Senior Vice President, Tax & Government Affairs
Tupperware Brands Corporation

Melissa Hall

Senior Vice President – Tax
Assurant

John Harrington

Partner
Dentons

Douglas Holtz-Eakin

President
American Action Forum

Joseph Householder

Executive Vice President, Corporate and Crisis
Hill+Knowlton Strategies

Hank Gutman

Of Counsel
Ivins, Phillips & Barker

Alex Jupp

Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Aruna Kalyanam

Democratic Tax Counsel and Staff Director, Subcommittee on Tax Policy
Committee on Ways and Means

Ron Lang

Assistant Tax Officer
Ford Motor Company

David Lewis

Vice President, Global Taxes; Chief Tax Executive & Assistant Treasurer
Eli Lilly and Company

Heather Maloy

Director of Tax Controversy
EY

Thomas Neubig

Former Deputy Head, Tax Policy and Statistics Division, OECD
Tax Sage Network

Paul Nolan

Vice President, Tax & Government Affairs
McCormick & Company, Inc.

David Noren

Partner
McDermott Will & Emery

Douglas O'Donnell

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

Pam Olson

US Deputy Tax Leader and Washington National Tax Services (WNTS) Leader
PwC

Andrew Phillips

Principal, Quantitative Economics and Statistics
EY

Timothy Power

Deputy Director, Corporate Tax
HM Treasury

Mark Prater

Chief Tax Counsel – Republican
Senate Finance Committee

Saul Rosen

Managing Director & Senior Tax Counsel
Citigroup

Richard Rubin

US Tax Policy Reporter
The Wall Street Journal

Eric Solomon

Co-Chair, National Tax
EY

Sally Stiles

Chief Tax Officer
Caterpillar Inc.

Russell Sullivan

Partner
McGuireWoods

Patricia Sweeney

Member
Miller & Chevalier Chartered

Jon Traub

Managing Principal, Tax Policy
Deloitte Tax LLP

Lisa Wadlin

Senior Vice President and Chief Tax Officer
Walmart

Mark Weinberger

Global Chairman & CEO
EY

Louise Weingrod

Vice President, Global Taxation
Johnson & Johnson

Christopher Wolter

Vice President of Tax
The Boeing Company

Joseph V. Zmudzinski

Executive Director, Tax Audits & Research
United Technologies Corporation

Planning Committee.

AbbVie Inc.

Scott Reents
Vice President, Tax

American Tower Corporation

Steven Szymanski
‎Senior 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.

Sally Stiles
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 Advisory Committee (PMAC)

Dentons

John Harrington
Partner
Program Manager Advisory Committee (PMAC)

Eli Lilly and Company

David P. Lewis
Vice President, Global Taxes

Exxon Mobil Corporation

Tim C. Raymond
Assistant General Tax Counsel

EY

Eric Solomon
Co-Director, National Tax
Program Manager

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 LLP

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

L. Brian Tommer
Global Director, Taxes, Benefits & Treasury

MasterCard Worldwide

Timothy G. Berger
Executive Vice President - Tax

McCormick & Co., Inc.

Paul Nolan
Vice President - Tax & Government Affairs

McDermott Will & Emery

David Noren
Partner
Program Manager Advisory Committee (PMAC)

McGuireWoods

Russ Sullivan
Partner
Program Manager Advisory Committee (PMAC)

Miller & Chevalier Chartered

Patricia Sweeney
Member
Program Manager Advisory Committee (PMAC)

PepsiCo, Inc.

Jeffrey Coniaris
Senior Vice President, Tax Planning

Procter & Gamble

Timothy McDonald
VP Global Taxes

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.

** YOU MUST MAKE YOUR OWN HOTEL RESERVATIONS **

The symposium will be held at The Ritz-Carlton Hotel – 1150 22nd Street, NW, Washington, DC. A limited number of rooms have been reserved at a rate of $340 per night and are available under the group name Tax Council Policy Institute: 2017 Annual Symposium.  To obtain rooms at the group rate, please call the hotel directly at (800) 241-3333 or (202) 835-0500 as soon as possible, but no later than Monday, January 23, 2017.  After that date, room availability and pricing cannot be guaranteed.

For hotel’s amenity information, please visit www.ritzcarlton.com.

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.

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

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