Women in Tax Forum - East Coast 2021

Miriam Klein

managing director of tax, Centerbridge Partners

Miriam joined Centerbridge in 2016 as co-head of the Tax Department. Prior to joining Centerbridge, Miriam was a partner in the Alternative Investment tax group at PricewaterhouseCoopers LLP where she advised private investment firms and publicly traded partnerships on fund, general partner and management company tax matters, including tax considerations of proposed and enacted legislation and issues including organization and structure, financial products, investor reporting, withholding considerations, management fee waiver and tax allocations. She started her career in the tax department of D. E. Shaw & Co., L.P.

 Speaking session 

Leveraging technology and building the tax team of the future

Thursday March 4 - 12.40 - 13.30 EST

Paula Novais

tax director, DuPont

To be confirmed.

 Speaking session 

Leveraging technology and building the tax team of the future

Thursday March 4 - 12.40 - 13.30 EST

Misty D’Amico

director – tax, WEX

Misty D'Amico has almost 30 years of experience in public accounting and private industry. She has focused her career on all areas of corporate tax, including federal and state compliance, transfer pricing, tax accounting, and mergers and acquisitions. She is currently a tax director at WEX, a global leader in financial technology solutions, responsible for US direct and indirect tax, including tax technology solutions. She has been recognized by both Thomson Reuters and CorpTax for technology implementations at their annual customer events. She earned her Masters in Professional Accounting from the University of Texas at Austin and currently resides in Portland, Maine.

 Speaking session 

Leveraging technology and building the tax team of the future

Thursday March 4 - 12.40 - 13.30 EST

Kate Shields

chief customer officer, Vertex

As Chief Customer Officer, Kate Shields leads 200 professionals in the area of customer experience, including customer success, account services, support, and enablement. Kate provides leadership and guidance to the organization to ensure that the customer is at the center of all strategic decisions and is focused on driving customer satisfaction, retention, and growth. Since joining Vertex in 2013, she has held several business and marketing leadership roles, including head of cloud line of business. Kate holds a B.S. in Management Information Systems and an MBA with a concentration in Marketing from Saint Joseph’s University.

 Speaking session 

Break-out workshops

Thursday March 4 - 10.10 - 10.50 EST

Robin Allen

senior director, program management, Vertex

Robin is Senior Director at Vertex, holding both leadership and management roles in the Commercial Software and Technology organization, responsible for supporting and enabling projects and product programs. Previously, she was the Director of Cloud Program Management at Vertex. She is an accomplished information technology executive with over 20 years of experience. Before joining Vertex, Robin was a virtual Chief Information Officer at Contigex, where she provided oversight of people, processes, and technologies within the company’s IT organization to ensure they delivered outcomes that supported the goals of the business. Robin has a BBA with a concentration in Management Information Systems and a minor in Psychology from Iona College, as well as an MBA from Villanova’s Executive MBA program.

 Speaking session 

Break-out workshops

Thursday March 4 - 10.10 - 10.50 EST

Kimberlee Phelan

partner, Withum

To be confirmed.

 Speaking session 

Understanding the current tax landscape

Wednesday March 3 - 8.40 - 9.40 EST

Larissa Neumann

tax partner, Fenwick & West

To be confirmed.

 Speaking session 

Key US and international tax developments

Wednesday March 3 - 9.55 - 10.45 EST

Rita Kotiah-Scala

director – federal & international tax reporting, Colgate-Palmolive

To be confirmed.

 Speaking session 

Key US and international tax developments

Wednesday March 3 - 9.55 - 10.45 EST

Julia Ushakova-Stein

tax partner, Fenwick & West

To be confirmed.

 Speaking session 

Key US and international tax developments

Wednesday March 3 - 9.55 - 10.45 EST

Rosanne Fernandez

senior director – tax, Vonage

To be confirmed.

 Speaking session 

Adapting to a new world of working

Wednesday, March 3 - 11.00 - 11.50 EST

Lucia Fedina

global transfer pricing lead, CBRE

To be confirmed.

 Speaking session 

COVID-19 implications and other key issues in transfer pricing

Wednesday, March 3 - 12.05 - 12.55 EST

Kerry Perri

partner, White & Case

To be confirmed.

 Speaking session 

Global tax transparency and risk management

Wednesday, March 3 - 13.45 - 14.35 EST

Cynthia Khan

managing director, global head of tax, Cantor Fitzgerald

To be confirmed.

 Speaking session 

Understanding the current tax landscape

Wednesday March 3 - 8.40 - 9.40 EST

Ana Luiza Martins

partner, Mayer Brown

To be confirmed.

 Speaking session 

Selecting and managing outside counsel

Thursday March 4 - 11.25 - 12.10 EST

Fernanda Sá Freire

partner, Machado Meyer

To be confirmed.

 Speaking session 

Taxation of the digital economy

Thursday March 4 - 09.05 - 09.55 EST

Aditi Banerjee

vice president & corporate counsel – tax, Prudential Financial

To be confirmed.

 Speaking session 

Selecting and managing outside counsel

Thursday March 4 - 11.25 - 12.10 EST

Randi Rosenberg

chief tax counsel, Siemens

Randi has been a NY-based tax lawyer for over 30 years (but she refuses to tell us exactly how much over!). She is currently Chief Tax Counsel at Siemens. During her past 25 years with Siemens, she has worked on a wide variety of domestic and international tax planning issues, including inbound and international tax planning, M&A, executive compensation, employee benefits, Federal and state tax audit and controversy, and government affairs. Following enactment of the TCJA, BEAT has been a particularly key issue for Siemens and Randi has spoken at NFTC and IFA conferences regarding BEAT and other issues currently confronting in-house tax lawyers. Randi holds a BS in Finance from the Wharton School, University of Pennsylvania, a J.D. from Villanova University School of Law, and an LL.M. in Tax from NYU. Randi is also a devoted hockey and gymnastics/diving mom of two now-grown children.

 Speaking session 

Break-out workshops

Thursday March 4 - 10.10 - 10.50 EST

Elizabeth Stevens

partner, Caplin & Drysdale

Elizabeth Stevens is a Member at Caplin & Drysdale, where her practice centers on transfer pricing and international tax planning and advocacy for corporate clients. In addition to advising on transfer pricing planning, documentation, and compliance, Ms. Stevens regularly represents companies in the negotiation of Advance Pricing Agreements and in Mutual Agreement Procedure cases. In the broader international tax context, Ms. Stevens assists clients in the structuring of U.S. inbound and outbound investment and business activities and cross-border transactions. She also frequently advises on income tax treaty issues.

A recent focus of Ms. Stevens’ practice has been advice on the implications for particular business models of particular elements of the 2017 U.S. tax reform, including the base erosion and anti-abuse tax (BEAT), the global intangible low-taxed income (GILTI) regime, changes to the foreign tax credit, and the foreign-derived intangible income (FDII) regime.

 Speaking session 

Taxation of the digital economy

Thursday March 4 - 09.05 - 09.55 EST

Anna Soubbotina

principal, Charles River Associates

Anna Soubbotina is a Principal within the Transfer Pricing Practice.

Ms. Soubbotina guides companies through the lifecycle of their controlled transactions, from international expansion to business and regulatory change, ongoing risk management and compliance, through to effective controversy resolution. She has advised Fortune 500 public and private companies on transactions involving the transfer and use of intangible, tangible and financial assets, as well as services, effectively balancing local regulatory requirements across over 200 tax jurisdictions.

In addition to advising companies on cross-border transactions, Ms. Soubbotina has developed tailored transfer pricing programs for companies in the life sciences, energy, technology and media industries, solutions for early-stage and private companies, and efficient Global Documentation processes for companies with multiple affiliates or transactions. She designs and implements solutions to complex business problems, frequently teaming with cross-functional company and external stakeholders, including law firms and tax accounting firms.

Prior to joining CRA, Ms. Soubbotina was with the Global Transfer Pricing practice of Deloitte Tax LLP for 13 years, leading project teams to execute transfer pricing and international tax projects, such as cost allocation, cost-sharing, uncertain tax position review, loan and guarantee pricing, intangible property valuation and restructuring, global documentation and planning. She also spent two years with Deloitte’s national office in Washington, DC developing best practices and technical advice for emerging areas in transfer pricing.

Ms. Soubbotina frequently presents on transfer pricing issues at industry conferences and has published articles in International Tax Review.

 Speaking session 

Understanding the current tax landscape

Wednesday March 3 - 8.40 - 9.40 EST

Amanda Gabai

director and tax counsel, Deutsche Bank

Amanda Gabai, Director, Tax Advisory Group, Deutsche Bank.

Amanda Gabai is a Director in the Tax Advisory Group at Deutsche Bank, where she leads the US Tax Advisory function for the Asset Management and Wealth Management divisions. She also structures M&A transactions and internal reorganizations, and advises on tax aspects of financial products. Her practice covers both domestic and cross-border transactions.

Prior to joining Deutsche Bank, Ms. Gabai spent 8 years as a member of the tax group at Jones Day, where she worked on M&A, private equity and distressed transactions – most notably working on Chrysler LLC’s sale of substantially all of its assets to new Chrysler Group LLC, led by Fiat. She also has substantial experience in lending and capital markets transactions.

Ms. Gabai received her JD from the UCLA School of Law, where she received the Bruce I. Hochman Award for Excellence in the Study of Tax Law, and her LLM in Taxation from New York University School of Law. She currently serves as an alternate member of the Board of Directors of Deutsche Bank Trust Company Delaware, and she previously served on the advisory board of the Women’s Leadership and Mentoring Alliance.

 Speaking session 

Understanding the current tax landscape

Wednesday March 3 - 8.40 - 9.40 EST

Maureen Johnson

VP, global tax, Spotify

To be confirmed.

 Speaking session 

Understanding the current tax landscape

Wednesday March 3 - 8.40 - 9.40 EST

Andrea Taylor

senior tax director, Precisely

To be confirmed.

 Speaking session 

Key US and international tax developments

Wednesday March 3 - 9.55 - 10.45 EST

Maria Eberle

partner, Baker McKenzie

To be confirmed.

 Speaking session 

Adapting to a new world of working

Wednesday, March 3 - 11.00 - 11.50 EST

Jessie Coleman

tax office lead, IFC

Sandra is Vice President, Chief Tax & Procurement Officer at NiSource leading the tax, supply chain and real estate functions for the Company, reporting to the CFO. Sandra actively supports the community in Columbus, serving on the board of The Center for Healthy Families, Gladden Community House and the African American Leadership.

 Speaking session 

Global tax transparency and risk management

Wednesday, March 3 - 13.45 - 14.35 EST

Sandra Brummitt

vice president, chief tax & procurement officer, NiSource

To be confirmed.

 Speaking session 

Global tax transparency and risk management

Wednesday, March 3 - 13.45 - 14.35 EST

Alexandra Minkovich

partner, Baker McKenzie

To be confirmed.

 Speaking session 

Break-out workshops

Thursday March 4 - 10.10 - 10.50 EST

Habibe Rubio

head of US tax, Westpac Institutional Bank

I lead the US-Americas tax function on all aspects of federal, state, local, and international taxes for Westpac Banking Corporation as Head of US Tax-Americas. I bring extensive years of international tax experience in serving internal and external clients in the banking and capital market industries. I have worked for public and private multinational corporations in improving internal controls and developing strategies to enhance the performance of the tax function. Earned my Master’s in Taxation from D'Amore-McKim School of Business at Northeastern University and Bachelor’s in Accounting from Bernard M. Baruch College.

I am a lifetime member of the Association of Latino Professionals for America, Associate Member of the New York State Society of Certified Public Accountants (NYSSCPA), and Associate member of the American Institute of Certified Public Accountants (AICPA).

 Speaking session 

Break-out workshops

Thursday March 4 - 10.10 - 10.50 EST