3rd annual
LEADING WOMEN IN TAX FORUM
March 3, 2020
Stewart Hotel, New York
REGISTRATION AND CONTINENTAL BREAKFAST
OPENING REMARKS
Speaker
Beth Ranney, senior conference producer, ITR
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
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
NETWORKING COFFEE BREAK
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
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
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, OECDDaniella Zagari, partner, Machado Meyer Advogados
NETWORKING LUNCHEON
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
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
NETWORKING COFFEE BREAK
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
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
NETWORKING COCKTAIL RECEPTION
FORUM ADJOURNS
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Silver Sponsors
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Bronze Sponsor
Association Partner
