77th Annual Conference Simulive Edition

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Date –

Location – Virtual Conference

Event Description

Date – November 29 – December 7 (10 sessions)
Format – Simulive (Virtual Simulated live sessions)

Registration is now open!
Event Description
Although TEI’s 77th Annual Conference has concluded – October 26 was the final day – TEI has hand-picked 10 sessions focused on U.S. federal, international, and state & local tax, and financial reporting for a virtual
“Simulive edition” of this year’s Annual Conference. These ten sessions represent the latest thinking and perspective on critical topics for in-house tax professionals.
We are airing these sessions in a Simulive format, which means we will replay the recorded sessions from the seminar and will have session speakers on hand to answer questions through chat and a live Q&A at the end of the session. Each simulive session will qualify for 1.0 CPE credit. Simulive 77th Annual Conference registrants will also receive on-demand access to the ten recorded sessions at the end of the Simulive seminar. Please note that CPE is not available for on-demand viewing of the sessions. TEI reserves the right to substitute live programming in place of the recorded session if the session content has been outdated or the recording is otherwise compromised.
Agenda (All times are Eastern Standard Time)
FASB/Financial Reporting Update – November 29 – 11:00 am – 12:15 pm
Stephen Dunphy | VP, Tax Operations, Ross Stores, Inc. | Moderator
Damien Boudreau | US Tax Accounting Services Leader, PricewaterhouseCoopers LLP
Paul Vitola | Partner, Deloitte Tax LLP
The Inflation Reduction Act’s Book Minimum Tax – November 29 – 1:00 – 2:15 pm
Eric Johnson | Senior Vice President of Tax, Ross Stores | Moderator
Jamie Brown | Partner, Ivins, Phillips & Barker, Chartered
Michael Lebovitz | Partner, Mayer Brown LLP
Heather Roush | Managing Director, Andersen Tax LLC
OECD/G20 BEPS Pillars One & Two – Where Are We and Will We Cross the Finish Line? – November 30 – 11:00 am – 12:15 pm
Josie Scalia | Head of Tax, Nestle Health Science (Treasurer, Tax Executives Institute) | Moderator
Quyen Huynh | Principal, KPMG LLP
Alison Lobb | Partner, Deloitte UK LLP
Will Morris | Deputy Global Tax Policy Leader, PwC
OECD G20 BEPS Pillar Two Implementation – Holistic and Practical Issues – November 30 – 1:00 – 2:15 pm
Sarah Winters | SVP, Chief Tax Officer & Global Treasurer, Cushman & Wakefield | Moderator
Rafic Barrage | Partner, Baker & McKenzie LLP
Danielle Rolfes | Co-Leader – International Tax Group, KPMG LLP
Jason Yen | Principal, International Tax and Transaction Services, Ernst & Young LLP
Hybrid & Remote Workforce Issues – Corporate Income Tax Risks and Best Practices – December 1 – 11:00 am – 12:15 pm
Linda Kim | Director, Global Head of Tax, Infinite Electronics | Moderator
Ray Freda | Managing Director, Andersen
Handy Hevener | Partner, Morgan, Lewis & Bockius LLP
Michael Orton | Managing Director, Experian
Unpacking the Tax Treatment of Post-2021 R&E Expenditures Under Section 174 and Potential Implications Across the Return – December 1 – 1:00 – 2:15 pm
Betty Mak | Senior Manager, Tax, Maxar Technologies Inc. (Vice Chair, TEI’s Federal Tax Committee) | Moderator
Mark Hindes | Senior Manager, Deloitte Tax LLP
Hogan Humphries | Managing Director, KPMG LLP
Kathleen King | Managing Director and National R&D Practice Leader, Alvarez & Marsal Taxand, LLC
NOLs – The Most Valuable State Tax Assets You Only Think You Have – December 6 – 11:00 am – 12:15 pm
Natalie Friedman | Senior Manager, Tax, Charter Communications, Inc. | Moderator
Jessica Morgan | National Tax, Senior Manager, Ernst & Young LLP
Craig Fields | Partner, Blank Rome LLP
Charlie Kearns | Partner, Eversheds Sutherland (US) LLP
The Worst SALT Decisions of the Year – December 6 – 1:00 – 2:15 pm
Michell Rodriguez | Director, Corporate Income Tax, Costco | Moderator
Leah Robinson | State & Local Tax Partner, Mayer Brown LLP
Amy Nogid | Counsel, Alston & Bird LLP
Rebecca Balinskas | Of Counsel, Morrison & Foerster LLP
Applying the New Foreign Tax Credit Regulations – December 7 – 11:00 am – 12:15 pm
Mark Pollard | International Tax Counsel, Kimberly-Clark Corporation | Moderator
Joe Calianno | Managing Director, Andersen
Matthew Jenner | Partner, Baker & McKenzie LLP
Kenneth Murwanto | Senior Manager, International Tax, RSM US LLP
The Fundamentals of Section 704(c) – Understanding Partnership Book-Tax Differences – December 7 – 1:00 – 2:15 pm
Sandhya Edupuganty | Moderator | VP, Tax and Treasury, E2open, LLC (Senior Vice President, Tax Executives Institute) | Moderator
Dan Carmody | Partner, Morgan, Lewis & Bockius LLP
Max Pakaluk | Managing Director, National tax, Andersen
CLICK HERE to download the preliminary program.
Registration is now open. (Click the blue button above to register.)

For more information visit the TEI events page: https://www.tei.org/events-education/events