Alex Foley is a Senior Tax Analyst for Wolters Kluwer focusing on annual and interim provisions, along with Federal, Canadian and Puerto Rican compliance. Alex has worked in the Corporate Tax space for 7 years and has been a CorpTax user for 4 years.

Annette Toner joined Mativ in 2015 and currently serves as the Director of Corporate Tax & Technology leading all US domestic income, indirect and transactional tax matters for the company. She led the implementation of Corptax Compliance, International and Provision to streamline the management of the company’s complex global footprint while the department insourced its corporate tax function through 5 major acquisitions and a merger of equals helping to grow the department from 3 FTEs to 13 FTEs.

Annette holds a Bachelor of Science in Accounting from the University of Kentucky. Her career has included multiple implementations of various Corptax modules including Provision at select multi-national corporations. She has worked in accounting/tax for 27 years and has 20 years of Corptax experience.

Chad Jenkins is currently the Tax Product Owner on ConocoPhillips’ ERP implementation project covering direct and indirect tax. Prior to this role, he was Director, Tax Accounting. Chad has 23 years with COP in various roles including time in Upstream and Downstream BU’s, Controllers and Tax. Chad holds a B.S. in Accounting and is a CPA.

Chi Li is a seasoned professional with over 20 years of experience at Chevron Corporation. Currently serving as the Tax Technology and Systems Manager, he has played pivotal roles in the International Compliance and Assets Management teams. Chi holds a Bachelor of Science in Accounting from Cal State University Hayward and a master’s degree in taxation from Golden Gate University.

His career has seen him navigate multiple mergers within Chevron, showcasing his adaptability and resilience. Chi’s experience with various ERP systems, including JDE, Oracle, and SAP, has been instrumental in streamlining tax processes and data integration.

Dale is currently employed at CSI Leasing, Inc., a global lessor/retailer offering complete lifecycle technology equipment services.  Perpetually standing at the threshold of tax department legend, Dale’s career has been a search for the holy grail of process improvement some call the EasyButton¹.

1 – This is sometimes confused with the formerly highly vaunted “easy button™” widely advertised by an office equipment and supply retailer.

Doris J. Lo is a Senior Director at Pattern Energy Group, with over 20 years of experience in tax compliance and tax consulting.  She specializes in Partnership, Individual (US & International), Corporation, State & Local Tax, Tax Controversy, Global Mobility, Employment Law, Incentives, Foundation, Gift & Trust, International, and Real Estate.

Before joining Pattern Energy Group, she served as the Director of Tax & Global Mobility at Baker McKenzie, International Law Firm.  Prior to that, she held roles at Ernst & Young and Gleeson, Sklar, Sawyers, and Cumpata (now Plante Moran), specializing in the real estate industry and providing tax services to REITs and other property owners and developers.

Doris has successfully implemented Corptax USIC – International compliance and USC – US compliance software, leading to significant improvements in Pattern Energy’s corporate tax processes.  The introduction of these advanced software solutions has effectively streamlined operations, resulting in enhanced efficiency and increased accuracy in our tax-related activities.

Drew Caterinicchio has been a Senior Tax Analyst at LabCorp for the past year and a half. His focus has been implementing new technologies and automation tools to improve processes around Federal Compliance and Provision. Drew has been using Alteryx and Corptax for almost three years and has completed the Advanced Certification for Alteryx Designer.

Evan White is a Product Manager and Business Applications Analyst at USAA in San Antonio, TX. He has been with USAA for 16 years leading roles in project management, business process engineering, data automation, and financial modeling/analytics. As a member of the USAA corporate tax team, he is responsible for planning and delivering workstreams within the tax technology space by partnering with IT and lines-of-business in alignment with the corporate finance strategic vision.

George Psefteas is the Tax Department Tax Accounting Manager for Chevron Corporation, based in San Ramon, California. George is a Canadian CPA, has an MBA from Western Washington University and is also a member of TEI. He has worked in multiple Finance, Accounting, and Tax roles throughout his 29-year career, starting in Vancouver, BC Canada; in Calgary, Alberta Canada; in Warsaw, Poland; and currently in the San Francisco Bay Area.

Jennifer Edwards is a director in corporate tax at PepsiCo, Inc. She holds her MBA/BBA in Accounting from Pace University along with her MS in Taxation. She is a seasoned tax professional with over 27 years of experience in all aspects of the corporate tax life cycle – tax planning, provision, compliance, and controversy.

Her current team focuses on ASC 740 reporting of its non-US markets, US Compliance and Country by Country Reporting. Jennifer has most recently managed the automation of their CBCR process leveraging Corptax Software and is focusing on the compliance implementation for BEPS Pillar II. Technology processes are always at the forefront of her team focusing on process optimization, workpaper standardization, data management, reporting and analysis.

Joshua Collins, Tax Technology Manager for Occidental Petroleum Corporation (Oxy) in Tulsa, OK, manages the Tax Technology Group whose mission is to reduce redundancy, mitigate risk, increase transparency, and provide insight to management through the use of available technologies and process excellence. Josh has been with Oxy for 11 years. Prior to joining Oxy, Josh worked at Samson where he started his career.

Marissa Staples is a CPA and currently the direct tax process lead on ConocoPhillips’ ERP implementation project and supporting Pillar 2 planning and process development from a data perspective. Prior to this role, she has over 10 years of corporate tax experience in various roles including domestic and international tax compliance and tax planning. Marissa holds a B.S. in Management from Georgia Tech and M.S. in Taxation from Golden Gate University.

Matthew Lopas, CPA, is a Senior Tax Associate for Pattern Energy Group, specializing in partnership and corporate tax compliance at both the federal and state levels and actively involved in the quarterly and year-end provision process.  Matthew has been utilizing CorpTax’s corporate module for approximately four months.  Matthew has been a dedicated professional in the tax field for four years. Prior to joining Pattern Energy Group, he served as a Tax Associate at KPMG.

His educational background includes a B.S. in Business Administration (Accounting) and a Master of Accounting.  Matthew is proficient in Excel, RIA Checkpoint, OneSource Income Tax, OneSource Tax Provision, and MS Office.

Maz is a tax professional with more than 20 years of domestic and international tax experience in both public accounting and industry. Currently Maz is leading a team of over 20 tax professionals and managing the global tax compliance function at Western Union. Maz holds a Bachelor of Science in Accounting from Colorado State University, an MBA with Corporate Financials Management emphasis from University of Colorado, and a master’s degree in taxation from University of Denver-Sturm College of Law.

His experience includes global tax compliance, global tax provision, tax technology administration/implementation, and tax automation.

Pamela Griffing is the Chief Tax Officer and Staff Senior Vice President at FM Global, one of the world’s largest commercial and industrial property insurers based in Johnston, Rhode Island. She assumes strategic responsibility of the global tax function, including tax compliance, planning, examination defense, forecasting, and financial reporting for taxes. These  responsibilities also include research, premium taxes, tax audit management, unclaimed property, among others. She is experienced in IFRS, statutory, GAAP and tax accounting, project management and staff development.

Pamela holds a Bachelor of Science in business administration and accounting from Worcester State University in Worcester, Massachusetts, and a Master of Science in taxation from Bentley University in Waltham, Massachussetts.

Phil Racht joined the PulteGroup tax department in December 2015.

His role as Senior Manager, Tax Technology supports the PulteGroup tax department to drive Tax Technology enabled automation and process efficiencies and serves as Tax Technology liaison with internal business units.

He is the Corptax System Administrator responsible for all Corptax related items and manages the Consolidated Federal and State Return preparation process including scheduling of Tax Return assignments, generating the Consolidated Returns, and e-filing all applicable Federal/State Tax Extensions and Returns.

Phil is also the SharePoint Administrator for the Pulte SharePoint Tax Portal which is used daily for Document Management, Workflow Management, and Resource Management (scheduling) to streamline the workflow for all Tax Department members.

Sarah is part of the Tax Technology team at Oxy in Tulsa, OK. She has been working with the Corptax application for over 10 years in the oil and gas industry. Sarah has gained experience as a tax preparer in Domestic, State, and International tax groups and has served concurrently as in-house system admin for about 8 years. Sarah’s overall goal is to achieve seamless technical efficiency and collaboration across all tax departments. Sarah holds a Bachelor of Science and a Master of Science degree in Accounting.

Scott Wickert is the Senior Tax Manager for Reynolds Consumer Products. He works on quarterly interim provisions, year-end close provision, and federal/state compliance. Scott has worked in the tax field for 11 years, and has been a Corptax user for 9 years.

Tim is the Tax Manager for Wolters Kluwer, located in the Chicago area. He manages all current year US related income tax compliance, including federal, state, local, and some international returns. Other workstreams include estimated tax calculations, provision and process improvement projects. Tim has been with WK for 11 years and has used CorpTax for 13 years.

Wendi Murray has been at Labcorp for 20 years. Her areas of expertise are Federal and State Compliance and Tax Technology. Wendi has used Corptax for 7 years and Alteryx for about 1 year and recently completed her Alteryx Designer Core Certification.