ITR logo

3rd annual

LEADING WOMEN IN TAX FORUM

March 3, 2020

Stewart Hotel, New York

8.00

REGISTRATION AND CONTINENTAL BREAKFAST

8.40

OPENING REMARKS

Speaker

Beth Ranney, senior conference producer, ITR

8.45

Opening interview: Tax Morale: What drives businesses to pay tax?

Speakers

Anjana Haines, managing editor, International Tax Review (moderator)

Jane McCormick, global head of tax and legal, KPMG

Grace Perez-Navarro, deputy director - Centre for Tax Policy and Administration, OECD

9.05

Tax transparency and risk management

 

  • Tax under the spotlight; corporate reputation management
  • Establishing positive external relations including tax authorities
  • The trend towards greater exchange of information – what has the effect been?
  • Managing your organization’s risk profile

Speakers

Kathleen Russ, senior partner, Travers Smith (moderator)

Jessie Coleman, tax office lead, IFC/World Bank

Soorashree Sadekar, associate director transfer pricing Americas, AIG

Emily Clark, tax partner, Travers Smith

9.55

Transfer pricing concerns

 

  • Post-BEPS – is the arms-length principle working? What are the alternatives?
  • Operational TP
  • Understanding the FTTP
  • Implementing corrections to transfer pricing policy

Speakers

Elizabeth Stevens, member, Caplin & Drysdale (moderator)

Renata Ardous, international tax and transfer pricing director, Mazars

Sahar Gaya, global transfer pricing lead, Glencore

Margaretha Haeussler, director TP, Novartis

Christina Culver, associate, White & Case

10.55

NETWORKING COFFEE BREAK

 

11.15

Room A

Impact of tax reform on M&A and restructurings

 

  • Impact of TCJA on deal structuring
  • Valuing and paying for tax attributes
  • Cross-border M&A
  • Internal restructurings: driving factors and traps for the unwary

Speakers

Laura Barzilai, partner, Sidley Austin (moderator)
Aditi Banerjee, VP and corporate counsel – tax, Prudential

Christine Griff, VP tax counsel, PepsiCo
Tara Lancaster, counsel, Sidley Austin 

Room B
Use of dispute resolution to resolve large, complicated corporate tax disputes


  • Resolving Issues and Uncertainty Related to Tax Reform
  • Resolving Double Taxation and Other International Issues: APAs, ICAP, Joint Audits, & the Role of Treaties
  • Amnesty Programs and Correcting for Past Non-Compliance

Speakers

Elizabeth Smith, counsel, Ropes & Gray (moderator)

Tiur Henny Monica, chief legal officer, Blackspace

Caroline Ochital, head of tax, Siemens Healthineers

Kat Saunders Gregor, partner, Ropes & Gray

12.05

Challenges for the taxation of the digital economy

 

  • OECD work on Pillar 1 and Pillar 2
  • EU developments
  • Unilateral measures-managing the conflicting rules effectively

Speakers

Starling Marshall, partner, Crowell & Moring (moderator)

Linda Evans, director, global tax policy, IBM

Ellen Kandel-Burg, executive director – corporate tax, JPMorgan Chase

Margriet Lukkien, tax partner, Loyens & Loeff

Grace Perez-Navarro, deputy director - Centre for Tax Policy and Administration, OECD

Daniella Zagari, partner, Machado Meyer Advogados

1.05

NETWORKING LUNCHEON

 

1.55

Recent developments in international tax law and policy

 

  • Foreign Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI)
  • US Foreign tax credit
  • Base Erosion and Anti-Abuse Tax (BEAT)

Speakers

Larissa B. Neumann, partner, tax, Fenwick & West (moderator)

Nancy Loube, VP tax, Brunswick Corporation

Marnie Metsch, executive director, international tax counsel, ITT
Julia Ushakova-Stein, associate, tax, Fenwick & West

2.45

Career development breakout sessions

Delegates will join all the following facilitated workshops, which will last for 30 minutes each. You will draw on advice and experiences from leading tax women and your peers to discuss: 

 

Room A

  • Culture and policies on unconscious bias

Speakers

Rebel Curd, VP, practice leader Transfer Pricing, Charles River Associates

Jessie Coleman, tax office lead, IFC/World Bank

Room B

  • Opportunities and promotions while managing work/life balance 

Speakers

Melissa Hall, SVP – Global Head of Tax, Assurant

Bernadette Pinamont, VP Tax Research, Vertex

3.45

NETWORKING COFFEE BREAK

 

4.00

Room A

Practical considerations in managing today’s challenging international tax disputes environment

 

  • Things to think about in developing a process to manage your global disputes
  • New approaches used by the revenue authorities
  • Growing importance of tax transparency and tax certainty
  • LATAM alignment with OECD (eg. Brazil)

Speakers

Sharon Katz-Pearlman, global head of tax dispute resolution & controversy, KPMG

Ana Luiza Martins, partner, Tauil & Chequer Advogados Associado, a Mayer Brown association

Elizabeth Schwartz, VP tax planning, SONY

Room B

State and local tax compliance and challenges

 

  • State implications of federal tax amendments to align with international provisions
  • Practical state reporting issues associated with TCJA
  • Non-Conformity Issues and Challenges to Conformity

Speakers

Leah Robinson, state and local tax partner, Mayer Brown (moderator)

Michelle Klotzbach , AVP, tax counsel, MetLife

Anna Soubbotina, principal, Charles River Associates

4.55

Managing the in-house tax department

 

  • Managing increased workloads with limited resources and using metrics to determine department value
  • Collaborating with HR on recruiting, on-boarding, and retaining the “right” diverse staff
  • Working effectively with law firms, outside consultants, technology vendors, and advisor

Speakers

Maria Eberle, partner, Baker McKenzie (moderator)

Tanya Guazzo, global head of tax, S&P Global

Miriam Klein, managing director, tax, Centerbridge Partners

Paola Taddeo, global head of tax, Covanta

Lindsay LaCava, partner, Baker McKenzie

5.45

NETWORKING COCKTAIL RECEPTION

 

6.30

FORUM ADJOURNS

 

Gold Sponsors

Baker Mckenzie logo
Fenwick & West logo
KPMG logo
Mayer Brown Tauil Chequer logo

Gold Sponsors

Ropes Gray logo
Sidley logo
Travers Smith logo
Vertex logo

Silver Sponsors

Caplin & Drysdale logo
Charles River Associates logo
Crowell Moring
Loyens Loeff logo

Silver Sponsors

Machado Meyer Advogados logo
Mazars logo
White & Case logo

Bronze Sponsor

Vinson & Elkins logo

Association Partner

Women in Tax logo