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Global Transfer Pricing Forum - USA 2020

December 1 & 2, virtual event | CST

The 20th ITR Global Transfer Pricing Forum USA is going virtual

The ITR Global Transfer Pricing Forum - USA 2020 is now a virtual event on December 1 & 2. Attracting over 400 attendees, tax and transfer pricing professionals will come together online to gain critical insight and advice on key TP issues facing today's taxpayers operating in the US.
 
Key topics to discuss will inevitably include the impact of Covid-19 on transfer pricing structures but will also focus on the introduction of BEPS 2.0 and its promise to transform the TP landscape, creating uncertainty around implementation, compliance and mitigating risk. Many taxpayers remain concerned about the potential for controversy, and the importance of understanding methods for preventing and resolving disputes is ever-more crucial. Join the online event to deep-dive into these topics and many more.

 

WHAT IS A VIRTUAL FORUM?

Virtual platform
Much like an in-person conference, a virtual conference is an online event that brings together top industry experts and industry peers. Through the use of a specially designed events platform, all content, presentations, panel discussions and participation in breakout sessions and networking groups, can be viewed live from a desktop computer or mobile device. You can also view all sessions on demand at a time that suits you.
Global audience

Valuable networking through AI matchmaking

Our event platform will suggest the best connections for you to meet with based on your profile interests that you input and through AI powered matchmaking. Growing your network with the right people has never been more efficient.
Content on demand

Content on demand

Join live panel discussions, presentations and a variety of digital formats or watch at a more convenient time to suit your needs. Engage with our speakers in live Q&A and polling to get insights and answers to your questions like never before.
Sustainable conference

Same event, online venue

The online event platform means you can do all the things you would expect at an in-person event. Get full interaction from joining panel discussions with live Q&A and polling, taking part in breakout sessions, and downloading resources. Alternatively, watch all the content at a more convenient time to suit your needs.

HOW DO I ATTEND A VIRTUAL FORUM?

Sign up online
SIGN UP ONLINE
Register your place online - sign ups are limited to support several hundred attendees during live sessions.
access your invitation
ACCESS YOUR INVITATION
An exclusive attendance link will be sent to you. This link will provide you with access to all of the event's content and sessions.
watch live or on demand
WATCH LIVE OR ON DEMAND
Once logged in, you can view all sessions live, at a later date to suit you and can download any available presentation materials.

VIRTUAL AGENDA 2020

Keynote addresses, panel discussions, presentations and breakout sessions will be hosted over two days. All session times are in CST unless stated otherwise.
December 1
December 2

Tuesday, December 1

Opening comments
08.50 CST

OECD keynote address

09.00 CST
Get a review of the current transfer pricing landscape, the progress of implementation of the latest OECD measures and recent COVID-19 guidance.
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Manuel de los Santos Poveda
Manuel de los Santos Poveda
Adviser – CTPA, OECD

Global transfer pricing review - current landscape and future outlook

09.25 CST
  • Impact of Covid-19 on transfer pricing structures
  • Transfer pricing in a downturn economy
  • Other key regulatory developments
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Marina Gentile
Marina Gentile
Global transfer pricing lead, Withum
Networking break
10.00 - 10.30 CT

Assessing the OECD’s ‘Unified Approach’

10.30 CST
  • What are the benefits? What are the shortcomings?
  • How will the new nexus and profit allocation rules impact multinationals?
  • What measures can be taken to reduce the risk of double taxation?
  • How will disputes be resolved?
Harlow Higinbotham
Harlow Higinbotham
Managing director, NERA (moderator)
Niraja Srinivasan
Niraja Srinivasan
Partner, NERA Economic Consulting
Lorraine Eden
Lorraine Eden
Research professor of law and professor emerita of management, Texas A&M University
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Networking break
11.15 - 11.30 CT

Transfer pricing implications of US Tax Reform

11.30-12.15 CT
  • BEAT regulations
  • How to adapt your transfer pricing structure
  • How GILTI and FDDI impact transfer pricing arrangements
  • Has tax reform successfully addressed transfer pricing issues?
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Mondelez International
Dara Kasouaher
Director of transfer pricing, Mondelez International
Keith Brockman
Keith Brockman
VP global tax, Welbilt
Dasantila Maksutaj
Dasantila Maksutaj
Group tax director, Terumo Medical Corporation
Lunch and networking 
12.15 - 13.15 CT

Operational TP and digitalisation

13.15 CST
  • Strategies for building an effective operational TP environment
  • What needs to change? Where should investment be directed?
  • How can existing systems be used to overcome data and process issues?
  • Finding the place for transfer pricing within your wider tax technology plan
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Pat Dervin
Pat Dervin
Director of transfer pricing, Aon
George Stasny
George Stasny
manager – transfer pricing, Halliburton
Carmen White
Carmen White
director – tax technology, Microsoft
Networking break 
14.00 CST

TP documentation and CbCR

14.15 CST
  • Hear from multinationals on their experiences with documentation and CbCR
  • How is the collected data being used?
  • How to identify gaps in your CbCR filings that may be questioned by multiple tax authorities
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Yoshio Uehara
Yoshio Uehara
Partner, Chevez Ruiz Zamarripa (moderator)
Amy Pinson
Amy Pinson
Senior manager, Bayer
Tosin Akande
Tosin Akande
Senior vice president – transfer pricing, Citi
Jason Wiegand
Jason Wiegand
Associate director – global transfer pricing, Procter & Gamble
Sadia Nazir
Sadia Nazir
Director – global transfer pricing, Clarios
Oscar Campero
Oscar Campero
Partner, Chevez Ruiz Zamarripa
Close of day one 
15.00 CST
Back to top
December 1
December 2

Wednesday, December 2

Opening comments 
09.30 CST

Transfer pricing of intangibles

09.40 CST
  • Best practice for defining and valuing intangibles
  • Methods for establishing comparability
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Azedine Assassi
Azedine Assassi
Global transfer pricing leader, GE
Kay Freund
Kay Freund
Former director – global transfer pricing, Medtronic
Jeff Lonard
Jeff Lonard
Manager – transfer pricing, ITW
Sanford Stark
Sanford Stark
Partner, Morgan Lewis

Financial transactions

10.25 CST
  • What is the latest OECD guidance?
  • Explore the impact of the FTTP on treasury centres and how to deal with unintended consequences of TP rules
  • Understand the issues related to inter-company loans, guarantee transactions and cash pooling
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
Joy Harper
Joy Harper
Finance systems, integration and transformation, Google
Networking break 
11.00 CST

Global transfer pricing developments: China, India and LATAM

11.30 CST
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
  • Explore the latest developments in China, India and LATAM
  • How are multinationals managing relationships with tax authorities in these jurisdictions?
  • Assess regional responses to BEPS and what this means for your transfer pricing policy
Abhishek Chawla
Abhishek Chawla
Tax director, Xerox
David Garcia Morales
David Garcia Morales
Head of corporate tax, Geopark
Lunch and networking
12.15 CST

Permanent establishments post-BEPS

13.10 CST
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
  • Managing PE risk
  • Guidance on the attribution of profits to PEs
  • Challenges with taxing digital PEs
Networking break
13.55 CST

Dispute avoidance and resolution

14.10 CST
Errol Bong

Errol Bong

Head of compliance & legal counsel, Noble Group
Martin Rock

Martin Rock

Director M&A, Commerzbank
Peter Wittman

Peter Wittmann

Managing director, Asia-IO
Eric Xin

Eric Xin

Senior managing director, managing partner, private equity, CITIC Capital
  • Navigating disputes amid a changing controversy landscape
  • How to capitalise on recent initiatives on dispute prevention
  • Seeking certainty through APAs
  • Alternative dispute resolution
Brian Gleicher
Brian Gleicher
Partner, White & Case (moderator)
IRS
John Wall
APMA assistant director, IRS
Sonal Majmadur
Sonal Majmadur
Adviser – global tax team, World Bank Group
Sue Huang
Sue Huang
Associate tax director – transfer pricing, Intel
Closing remarks and close of conference
14.55
Back to top

ATTENDEE PROFILE

With more opportunities to connect than ever before, the region's largest meeting of tax professionals is set to welcome a truly global audience.
200+ tax professionals
tax executive audience
"The ability to network and speak with so many smart and talented women
"Course content, ability to network and emphasis on woman leaders
"Open discussion among stakeholders with different perspectives: regulators, corporates and advisors
"The substance and speakers were excellent
"Knowledgeable speakers and topics that keep us current.

SPEAKERS

If you feel you have something to contribute or would like to position yourself as an expert in your field, please get in touch with Lucy Huckle for corporate speaking enquiries or Jamil Ahad for tax advisories or service provider opportunities.
Manuel de los Santos Poveda
Manuel de los Santos Poveda
OECD
Learn more ›
Tosin Akande
Tosin Akande
Citi
Learn more ›
Azedine Assassi
Azedine Assassi
GE
Learn more ›
Keith Brockman
Keith Brockman
Welbilt
Learn more ›
Oscar Campero
Oscar Campero
Chevez Ruiz Zamarripa
Learn more ›
Abhishek Chawla
Abhishek Chawla
Xerox
Learn more ›
Pat Dervin
Pat Dervin
Aon
Learn more ›
Lorraine Eden
Lorraine Eden
Texas A&M University
Learn more ›
Kay Freund
Kay Freund
formerly Medtronic
Learn more ›
David Garcia Morales
Geopark
David Garcia Morales
Learn more ›
Marina Gentile
Withum
Marina Gentile
Learn more ›
Brian Gleicher
White & Case
Brian Gleicher
Learn more ›
Harlow Higinbotham
NERA
Harlow Higinbotham
Learn more ›
Sue Huang
Intel
Sue Huang
Learn more ›
Dara Kasouaher
Mondelez International
Mondelez International
Learn more ›
Jeff Lonard
ITW
Jeff Lonard
Learn more ›
Dasantila Maksutaj
Terumo Medical
Dasantila Maksutaj
Learn more ›
Sonal Majmudar
World Bank Group
Sonal Majmudar
Learn more ›
Sadia Nazir
Clarios
Sadia Nazir
Learn more ›
Amy Pinson
Bayer
Amy Pinson
Learn more ›
Niraja Srinivasan
NERA
Niraja Srinivasan
Learn more ›
Sanford Stark
Morgan Lewis
Stanford Stark
Learn more ›
George Stasny
Halliburton
George Stasny
Learn more ›
Yoshio Uehara
Chevez Ruiz Zamarripa
Yoshio Uehara
Learn more ›
John Wall
IRS
John Wall
Learn more ›
Carmen White
Microsoft
Carmen White
Learn more ›
Jason Wiegand
Procter & Gamble
Jason Wiegand
Learn more ›

Register your place today

Get access to the ITR Global Transfer Pricing Forum - USA 2020 below. Registration includes:
Live presentations
LIVE DISCUSSIONS
Watch all panel discussions and presentations live
Recorded sessions
ON DEMAND ACCESS
Watch any of the recorded sessions at a time that suits you
Online networking
ONLINE NETWORKING
Get access to an exclusive AI-driven networking platform online

TAX EXECUTIVES

Access to all sessions is FREE
  • Tax executives
  • Tax managers
  • Heads of tax

ADVISORS

Access to all sessions is $349
  • Partners and of counsel
  • Associates
  • Tax consultancies
Gold sponsors
Chevez Ruiz Zamarripa
NERA Economic Consulting
White & Case
Silver sponsors
Morgan Lewis
Withum
Bronze sponsor
Transportal
Knowledge partner
Bureau van Dijk
Association partner
Chicago Tax Club

CONTACT US

Programme

 
Email Lucy Huckle
+44 (0)20 7779 8577

Sponsorship

 
Email Jamil Ahad
+44 (0)20 7779 8767
Contact us