CONNECT 2019 Speakers

  • All Speakers
  • Client Speakers
  • Firm Speakers

Clients team up with industry leaders to show Corptax solutions at work.

  • All Speakers
  • Client Speakers
  • Firm Speakers

Aaron Bairani

Senior Tax Manager

Deloitte Tax LLP

New! Corptax Automation (AT-004)

Join members of the CVS tax department as they discuss how they have automated key tax processes using Corptax and integrated Corptax with other tools used by the tax department. Discussion will also include how they have integrated two tax departments into one instance of Corptax for compliance purposes and how they have automated their provision process and have maximized their usage of Corptax.

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Aaron B. Bairani is a Tax Senior Manager in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in Chicago, Illinois. He has numerous years of experience in private industry and public accounting, including over a decade working with tax technology enhancements, customizations and implementations around the provision and compliance process. Aaron has worked with corporate tax departments and accounting personnel across several different industries. As a member of the TMC practice, he focuses on tax process transformations, managing tax provision and compliance redesign engagements and devising solutions for tax planning, data collection and managerial reporting.

Contact Information

abairani@deloitte.com

Adam Duale

Tax Function Optimization

Grant Thornton LLP

NEW! Manage Legal Entity Reporting Changes & Update Corptax for ERP Implementations (SS-023)

Contact Information

adam.duale@us.gt.com

Adria Gonzales

Tax Technology Manager

Anadarko Petroleum

New! Client Success Stories: Automation (AT-006)

Tax Automation & Analytics concepts and application for corporate direct tax processing. Co-Presenter: Eric Ziemann

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Adria Gonzales has more than 25 years of experience within Corporate Tax Compliance and Tax Technology and 20 years of experience with Corptax, Tax Technology, process efficiencies and optimization with Big Four and O&G industry experience. She serves as the Chair for Corptax Provision Users’ Group, speaker at Association for Computers and Taxation (ACT) Conference May 2019 and ACT Fall Tax Forum October 2019 on tax and data analytics.

Amanda Weber

Manager, State & Local Income Tax

Alcoa Corp.

Client Success Stories: Corptax Office, Power Pivot and Power Query (DM-001)

From zero to sixty, how the ‘biggest fan’ can become a Corptax Office expert and you can too!

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Amanda began her position at Alcoa in August of 2019. Prior to joining Alcoa, she spent 9 years with PNC Bank.  Of this time, 2 years were in various finance departments and 7 years in the tax department.

Amit Ringshia

Managing Director

KPMG LLP

NEW! Leading Practices for integrating Alteryx and Corptax (DRA-002)

Leveraging Automation tools like Alteryx within the Tax department is becoming standard practice. But how do you know that you are getting the most out of your Alteryx investments and maximizing the benefits of integrating Alteryx and Corptax? This session will focus on how to plan, build, and maintain Alteryx workflows for Tax leveraging leading practices for design, scalability, and maintenance.

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Amit is a Managing Director in KPMG’s New York Ignition office. He has 17+ years’ experience delivering technology driven tax transformations. Amit focuses on solutions in areas of tax data analytics, intelligent automation and electronic collaboration. Amit is delivering innovations with the tax functions. Amit is responsible for assisting in technical aspects of projects including solution design, development, infrastructure, governance models, management and migration. He has architected solutions that integrate multiple tax technologies with company technologies to optimize efficiencies for an effective tax function. He leads teams with experience in software development and tax domain.

Contact Information

201-889-3028

aringshia@kpmg.com

Angela Procopio

Sr. Tax Accountant

Curran Group, Inc.

Client Success Stories: Corptax Office, Power Pivot and Power Query (DM-001)

Their story for state adjustments with a year over year process along with analysis and analytics. Mostly the state adjustment process using Office.

Ania Wojtowicz

Grant Thornton LLP

NEW! Manage Legal Entity Reporting Changes & Update Corptax for ERP Implementations (SS-023)

Beth Putnam

Senior, Tax Management Consulting

Deloitte Tax LLP

NEW! Leveraging Corptax Data for Analytics and Dashboarding (DRA-001)

You may know that your Corptax database contains valuable tax data, but did you know how easily that data can be leveraged for analytical and dashboard purposes – using tools that you may already license in-house? Please join members of Deloitte’s Tax Management Consulting (TMC) practice as they discuss the options available to tap into your Corptax data and the tools you can use to create key analytical reports. They will also demonstrate examples of reports and dashboards that have been created using Corptax ODBC/POV and analytical tools such as Power BI and Tableau.

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Beth Putnam is a Tax Senior in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in Phoenix, Arizona. She has over 2 years of experience in tax technology enhancement, customization and implementation around the provision and compliance process. Beth received her undergraduate degree in Information Systems and brings a unique perspective to tax technology implementations. While serving in TMC, Beth has had the opportunity to work with corporate compliance and provision solutions and implement them on a variety of clients.

Contact Information

bputnam@deloitte.com

Bill Hamann

Principal Tax Accountant

Ecolab

NEW! Corptax Provision – Enhancing our Implementation – Presented by Platinum Sponsor: Deloitte Tax LLP (PR-003)

When implementing Corptax provision, some process improvements may be set aside for future enhancements, due to time constraints, resource availability, or anticipated future changes in source data. Join Ecolab and Deloitte as they discuss the steps that they followed, and the challenges they faced, when implementing Phase 2 of Corptax Provision.

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Bill Hamann is a Principal Tax Accountant for Ecolab Inc.  Prior to his 6 years at Ecolab, Bill spent 8 years in public accounting.  He has over 3 years of Corptax Provision experience and his career focus areas include Domestic and International Tax Provision, Federal and State Compliance and special tax projects.

Candace Minette

Tax Manager

Deloitte Tax LLP

NEW! Tax Processes and Advanced Automation (AT-005)

Stop spending time performing manual and repetitive tasks! Instead, take your tax process automation to the next level. Please join members of Deloitte’s Tax Management Consulting (TMC) practice as they discuss tax processes that are leading candidates for advanced automation, the options that can be utilized to create the automation, and how to tackle implementing the advanced automation.

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Candace Minette is a Tax Manager in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in Detroit, Michigan.  She has numerous years of experience in private industry and public accounting managing projects that include technology enhancements, as well as, customizations and implementations around the provision and compliance process.  Candace has worked with corporate tax departments and accounting personnel across several different industries.  As a member of the TMC practice, she focuses on tax process transformations, managing tax provision and compliance redesign engagements and devising solutions for tax planning, data collection and managerial reporting.

Previously Jessica has worked at Oracle Corporation and CSC Corptax. While at Corptax, Jessica worked on a broad spectrum of engagements, from Compliance to e-File.  Jessica graduated from the University of Central Florida in 2005.

Casey Cullen

Hasbro Corporation

NEW! Implementing Corptax Compliance Concurrently with Other Systems – Presented by Gold Sponsor: Grant Thornton (SS-024)

Contact Information

Casey.Cullen@Hasbro.com

Chris Zibert

Managing Director

KPMG LLP

NEW! Tax Process Improvement at Toyota (SS-021)

The TFS team was working 20 hour days over a 9 day close, with their processes being time consuming and redundant. The source workpapers were not standardized, automated or integrated with their systems. Learn how Toyota Financial Services improved their state process through automation, standardization, workpaper and security improvements.

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Chris is a Managing Director in KPMG’s Tax Transformation practice. He has more than a decade of experience in providing tax process and technology improvement services, as well as tax planning and compliance services, to public and privately held clients. Chris is responsible for assisting a broad range of multinational clients with their tax project management, technology, and process improvement initiatives.

Contact Information

206-227-5155

czibert@kpmg.com

Cristin Boynton

Senior Manager

Deloitte Tax LLP

CSC Corptax Certified Professional

NEW! Tax Processes and Advanced Automation (AT-005)

Stop spending time performing manual and repetitive tasks! Instead, take your tax process automation to the next level. Please join members of Deloitte’s Tax Management Consulting (TMC) practice as they discuss tax processes that are leading candidates for advanced automation, the options that can be utilized to create the automation, and how to tackle implementing the advanced automation.

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Cristin Boynton is a Senior Manager with Deloitte Tax LLP’s Tax Management Consulting (“TMC”) practice. Cristin has over 20 years of tax experience both in industry and Big 4 public accounting. Her project experience includes managing projects with stakeholders across tax, finance, compliance, regulatory and information technology. She has worked with clients to re-engineer and improve their tax functions, including tax accounting and compliance processes, assess their current tax operating environment, remediate internal control deficiencies, tax sensitize financial systems and evaluate and implement tax technology tools. Cristin has experience in accounting for income tax reporting, including statutory reporting for insurance, US GAAP and IFRS reporting.

Cristin previously worked for Longview and Corptax as a member of their professional services teams working on implementations of tax compliance and reporting software products. Cristin is a Corptax certified professional in Provision and a specialist in federal and state provision. She is also experienced at implementing the Corptax Compliance module for many large multinational organizations, and a state compliance specialist. Cristin’s experience in the corporate sector includes working in the tax accounting and tax compliance groups for two multibillion dollar global corporations.

Contact Information

cboynton@deloitte.com

Donald Welch

Director, Tax Reporting and Compliance

CVS Health

NEW! Corptax Automation – Presented by Platinum Sponsor: Deloitte Tax LLP (AT-004)

Join members of the CVS tax department as they discuss how they have automated key tax processes using Corptax and integrated Corptax with other tools used by the tax department. Discussion will also include how they have integrated two tax departments into one instance of Corptax for compliance purposes and how they have automated their provision process and have maximized their usage of Corptax.

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Don Welch is Director of Tax Reporting and Compliance at CVS Health based in Cumberland, RI. Don leads CVS’s federal compliance function as well as the tax risk management of the company’s federal audit function under the IRS Compliance Assurance Program (CAP). Don has over 20 years of experience using various Corptax solutions including compliance and provision. Don has spent the past year developing tax technology solutions for both the federal compliance and provision functions which recently expanded with CVS Health’s acquisition of Aetna.

Donna Siemaszko

Partner

EY LLP

NEW! How to Get a Step-Up on Next Year’s International Compliance (IC-005)

With the first year of TCJA compliance behind most taxpayers, are you trying to get a leg up on next year’s compliance process?  EY will discuss some of the grappling issues taxpayers faced with the new TCJA forms and instructions, steps and ideas to consider before next year’s compliance, elections, accounting method changes etc., and insight into potential future changes to forms, instructions and compliance issues.

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Donna is a partner in EY’s International Tax Quantitative Services (ITqS) National Practice with over 25 years of experience providing international consulting and quantitative services to US multinational companies.   Donna assists clients with large scale quantitative projects and has taken a pivotal role in EY’s US tax reform modeling initiative, including consulting on the computational aspects of the new transition tax, GILTI, FDII, Sec 163(j) and BEAT provisions.  In addition, Donna has extensive experience assisting clients with E&P and basis studies, Subpart F and foreign tax credit computations, repatriation modeling, overall foreign loss (OFL) calculations and Section 861 expense apportionment.

 

Donna helps lead EYs international tax compliance practice by helping companies streamline and standardize their international reporting processes, including utilizing tax processes and technology to improve efficiency in the foreign reporting process. Donna leads many of EY’s largest US multinational’s international compliance outsourcing projects and plays a significant role in developing the international specifications for EY’s standard compliance platform, EYTaxSpace.   She is a graduate of the University of Michigan, School of Business Administration, and a certified public accountant in New York and Michigan.

Contact Information

donna.siemaszko@ey.com

Evan White

Product Manager

USAA

New! Client Success Stories: Automation (AT-006)

Finding automation through implementation: ODBC and data exchange.

Heidi Schaefer

Manager - International Tax

nVent

NEW! Client Success Stories: Entity Management (EM-001)

Understand how Entity Management meets nVent’s needs and it can help you too.

New! Client Success Stories: Provision (PR-006)

Employ analytics to expand on the current Corptax reporting to allow a clearer picture of the payable and NOL/VA attributes.

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Heidi worked in Public Accounting for the former McGladrey & Pullen, now RSM, for 5 years, mostly on the international tax team. She moved to private industry in 2010 at Pentair to work with the international compliance and provision team.  In 2018, Pentair engaged in a Spin transaction and she became part of the new publicly traded spin-off company nVent.  At nVent she is an International Tax Manager working on international tax provision and compliance.

Heidi is consistently striving to make processes more efficient and useful by leveraging technology wherever possible. Upon implementation of Corptax last year, Heidi saw an opportunity with Entity Navigator to leverage its custom field capabilities and has used it to its full potential with approximately 90 different properties created so far to store entity data.  This enhancement has assisted with both general information gathering and reports for quarterly and year-end provision.  Managing data in one system allows her to streamline the provision process and create valuable reports for internal and external customers.

Heidi received her Accounting and Economics degrees from Minnesota State University Moorhead (MSUM) and later her Master’s in Business Taxation from the University of Minnesota.

Heidy Patterson

Manager

EY LLP

NEW! How to Get a Step-Up on Next Year’s International Compliance (IC-005)

With the first year of TCJA compliance behind most taxpayers, are you trying to get a leg up on next year’s compliance process?  EY will discuss some of the grappling issues taxpayers faced with the new TCJA forms and instructions, steps and ideas to consider before next year’s compliance, elections, accounting method changes etc., and insight into potential future changes to forms, instructions and compliance issues.

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Heidy is a manager with EY’s International Tax Quantitative Services group. She joined EY in January 2016 and has spent most of her time in Corptax implementation for domestic, international, and partnership modules, assisting in provision implementation, or conversion application from/to Corptax, developing templates with Corptax Office and import package for international compliance process, participating in integration of external models, and developing OCR (Optical Characters Recognition) models for forms 5471 and 8858.

Prior to joining EY Heidy spent 10 years focused on performing services around the Corptax suite of compliance and provision products, specializing in domestic, international and pass-through modules functionality at Discovery Communications, Inc. Heidy has extensive experience in the automation of the entire tax compliance process, from interaction with general ledger and other source systems, to automating M adjustments and E&P adjustments and Corptax Office. Heidy also has extensive experience in calculation of Section 199 and Section 181 and was instrumental in the development of implementation and automation strategies that are considered Best Practice within the tax software field.

Heidy graduated from the University of Maryland in 1994 with a bachelor’s in Agribusiness and Resource Economics. Heidy took a diploma program in Advanced Accounting from University of Maryland University College, and some programming languages such as PL/SQL, VB, and C programming in 2004 at Strayer University. Heidy is Corptax International certified.

Contact Information

Heidy.Patterson@ey.com

James Bella

Tax Function Optimization - Director

Grant Thornton LLP

NEW! Implementing Corptax Compliance Concurrently with Other Systems (SS-024)

Contact Information

james.bella@us.gt.com

Jennifer Neuberger

Tax Manager

Alcoa Corp.

Client Success Stories: Corptax Office, Power Pivot and Power Query (DM-001)

From zero to sixty, how the ‘biggest fan’ can become a Corptax Office expert and you can too!

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Jennifer has been working in tax since 2004. Her career began working with EY and then transitioned to industry in 2006. She worked in the federal tax area prior to moving into the international tax area for past 8 years.

Jonathan Spiegel

Tax Managing Director

BDO

New! Tax Performance Engineering (AT-003)

Meet BDO’s Tax Performance Engineering team and discover what they can do for you. Our focus is tax process improvement: assisting tax departments with the development of a risk-based approach to global income tax reporting through process engineering and the maximizing the efficiency of these processes using technology. These improvements increase performance and reduce risk and also allows for more time to be devoted to analytics and review, versus data manipulation and maintenance of spreadsheets.

New! Optimizing Provision: Typical Challenges & Solutions (PR-005)

BDO’s Tax Performance Engineering team works with companies to design optimized processes, organize and format their source data and tax calculations, document processes, and enhance the use of technology, with the goal of streamlining tax reporting processes. In this session, we will identify and discuss common tax provision process challenges and review Corptax Provision configuration options that can reduce the time spent resolving these issues.

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Jonathan has over 15 years of domestic and international tax accounting, compliance, process improvement and tax reporting technology implementation experience in both public accounting and as Director, Global Reporting and Compliance at Fortune 500 media & entertainment companies. Through a multi-disciplined approach combining tax, advisory and technology with a philosophy of continuous improvement and efficiency Jonathan develops and delivers solutions for the issues companies encounter in a constantly evolving tax reporting environment.

Contact Information

646-642-9826

jspiegel@bdo.com

Karl Winderl

Manager, Income Tax Accounting

WW Grainger

New! Client Success Stories: Provision (PR-006)

Using Corptax Office connectivity and data imports Grainger has been able to improve accuracy and efficiency around its tax provision.

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Karl is a Manager for Income Tax Accounting for W.W. Grainger, Inc. He has 12 years of public accounting and corporate tax experience and has been with Grainger for 3 years. He is primarily responsible for all aspects related to Income Tax Accounting at Grainger. Karl has driven the efforts at Grainger to fully implement Corptax provision and to further automate other aspect of Grainger’s Tax Provision. Karl also assists with other various tax planning and special projects.

Kate Riemersma

Salesforce.com

NEW! Corptax Provision – Enhancing our Implementation – Presented by Platinum Sponsor: Deloitte Tax LLP (PR-003)

When implementing Corptax provision, some process improvements may be set aside for future enhancements, due to time constraints, resource availability, or anticipated future changes in source data. Join Ecolab and Deloitte as they discuss the steps that they followed, and the challenges they faced, when implementing Phase 2 of Corptax Provision.

Kathy Bertone

Hasbro Corporation

NEW! Implementing Corptax Compliance Concurrently with Other Systems – Presented by Gold Sponsor: Grant Thornton (SS-024)

Contact Information

Kathleen.Bertone@hasbro.com

Ketan Patel

Global Head of Tax Technology

Morgan Stanley

NEW! Expanding the Power of Corptax Data – Presented by Platinum Sponsor: KPMG, LLP (SS-022)

Leveraging Automation tools like Alteryx within the Tax department is becoming standard practice. But how do you know that you are getting the most out of your Alteryx investments and maximizing the benefits of integrating Alteryx and Corptax? This session will focus on how to plan, build, and maintain Alteryx workflows for Tax leveraging leading practices for design, scalability, and maintenance.

Kim Brundrit

Tax Analyst

Eastman Chemical Company

Client Success Stories: Corptax Office, Power Pivot and Power Query (DM-001)

Using Corptax Office and POV to complete the return to provision process and more.

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Kim Brundrit is a tax analyst at Eastman Chemical Company, located in Kingsport, TN. Kim graduated from The University of Tennessee in 2015 and received a master’s degree in accounting from East Tennessee State University in 2016. Since joining Eastman in 2017, compliance has been Kim’s main area of focus. Kim is responsible for managing Eastman’s global compliance process and is responsible for the coordination between International, Federal and State compliance. Kim is also Eastman’s Corptax admin and Corptax’s Charlotte user chair.

Lauren Harris

Tax Technology Senior

Deloitte Tax LLP

NEW! Provision Developments (PR-004)

Be ahead of the curve and get the latest information on tax law changes that may impact your tax provision. The tax specialists leading this course will not only provide you with provision developments, they will also discuss how those developments may affect your Corptax setup.

Contact Information

lauharris@deloitte.com

Lily Shui

Coordinator, Tax System

ConocoPhillips

New! Client Success Stories: Automation (AT-006)

Use Data Exchange and Corptax BOTS to automate the adjustment process and get notifications of status along the way.

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Lily Shui is the Coordinator, Tax Systems at ConocoPhillips where she manages the communication between internal IT departments, external vendors, and ConocoPhillips tax teams for tax systems-related issues and leads and technology development efforts and projects. In addition to Oil & Gas industry, Lily has worked in manufacturing, internet retailing, and investment industries either as a Treasury professional or International Tax professional.

Lily has more than 10 years of experience of using Corptax and is a Certified Public Accountant of the State of Texas and also has an MBA from University of Houston and an MST from Golden Gate University.

Lisa Covelli

Managing Director

Deloitte Tax LLP

NEW! Leveraging Corptax Data for Analytics and Dashboarding (DRA-001)

You may know that your Corptax database contains valuable tax data, but did you know how easily that data can be leveraged for analytical and dashboard purposes – using tools that you may already license in-house? Please join members of Deloitte’s Tax Management Consulting (TMC) practice as they discuss the options available to tap into your Corptax data and the tools you can use to create key analytical reports. They will also demonstrate examples of reports and dashboards that have been created using Corptax ODBC/POV and analytical tools such as Power BI and Tableau.

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Lisa is a managing director and an attorney who has been with Deloitte Tax LLP for over 20 years.  Lisa has implemented, reimplemented, and improved many tax compliance and provision software packages at several multinational companies.  Lisa has served as the lead engagement manager for a number of large technology projects and is the national leader for services involving Corptax.  She also specializes in international tax compliance, data collection, and complex customization projects.  Before working in client service, Lisa was a member of the Corptax development team, where she built and maintained international and state and local compliance calculations.  Her entire career at Deloitte has been spent working on software implementation and technology related projects.

Lisa is currently a member of the Tax Management Consulting group.  This group focuses on services related to developing business processes around provision and compliance, assisting clients with the software vendor selection process, implementing tax provision and compliance software tools, and training.  Lisa is also the National Leader of the Technology+Tax Competency Group, an internal group within Deloitte focused on raising the awareness of technology-related tools and approaches that can garner efficiencies in the way we perform our day to day activities.

Lisa obtained her B.A. from Northwestern University and her J.D. from Chicago-Kent College of Law.  She is a licensed attorney in the state of Illinois and belongs to the American Bar Association.  Lisa is from Wisconsin but currently lives with her family in Henderson, NV.

Contact Information

lcovelli@deloitte.com

Matthew Sontag

Senior Product Manager

Bloomberg Tax & Accounting

New! The Power of Planning with Advantage State Tax Analyzer & Corporate Tax Analyzer (DRA-003)

Tax planning is too often considered a nice-to-have for most tax professionals. Learn how effective planning can be done with Advantage State Tax Analyzer and Corporate Tax Analyzer from Bloomberg Tax & Accounting.

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Matt leads product development for corporate direct income tax systems, including Corporate Tax Analyzer and Advantage State Tax Analyzer, at Bloomberg Tax & Accounting. Previously, Matt focused on tax technology consulting for large corporations, particularly multinationals, at RSM US LLP, a natural continuation of his work on tax planning and process enhancement while at AES Corporation, a worldwide electricity generation and distribution company. Matt also worked for KPMG LLP, where he served in both the Washington National Tax and Houston field offices of the international corporate tax consulting practice.

Mei Chen

Corporate Vice President Tax

New York Life

NEW! Corptax in the Insurance Industry – Presented by Platinum Sponsor: Deloitte Tax LLP (IN-002)

You’ve implemented Corptax, and are using it to successfully produce provision reports, and to file tax returns, so now what? Join members of New York Life and Deloitte as they discuss Phase 2 of their ongoing tax process improvement implementations. Learn how general ledger trial balances and NAIC information can be used together for compliance preparation, and the next steps in automating key processes and reports, such as the tax basis balance sheet.

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As Corporate Vice President of Tax, Wing Mei brings over 16 years of insurance tax experience in both federal and state, with an expertise in process improvement and system controls. Wing Mei held various challenging federal compliance and provision responsibilities at MONY Life Insurance Company, Lehman Brothers, Guardian Life Insurance Company and New York Life Insurance Company.

Wing Mei joined New York Life Insurance Company’s Tax Department in 2011, responsible for both STAT Federal tax financial reporting and compliance.  Recently she has worked on the implementation of Corptax Provision and currently is working on Portal and Other Tax Improvement Projects. Wing Mei holds a BS degree in Economics from Barnard and MBA from NYU – Stern School of Business.

Melanie Gu

Senior Manager

EY LLP

NEW! How to Get a Step-Up on Next Year’s International Compliance (IC-005)

With the first year of TCJA compliance behind most taxpayers, are you trying to get a leg up on next year’s compliance process?  EY will discuss some of the grappling issues taxpayers faced with the new TCJA forms and instructions, steps and ideas to consider before next year’s compliance, elections, accounting method changes etc., and insight into potential future changes to forms, instructions and compliance issues.

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Melanie is a senior manager in EY’s International Tax Quantitative Services (ITqS) National Practice based out of the New York office where she manages multiple large US multinational international tax compliance and tax transformation projects.

Melanie has 13 years of public accounting and industry experience in international taxation focusing on quantitative services including international tax compliance, foreign E&P and basis studies, Subpart F and foreign tax credit analysis. She received a BA in Accountancy from De La Salle University and an MS in Accountancy and Taxation from Baruch College. She is a Certified Public Accountant in New York.

Contact Information

Melanie.Gu@ey.com

Michael Chen

Senior Manager

CVS Health

New! Corptax Automation – Presented by Platinum Sponsor: Deloitte Tax LLP (AT-004)

Join members of the CVS tax department as they discuss how they have automated key tax processes using Corptax and integrated Corptax with other tools used by the tax department. Discussion will also include how they have integrated two tax departments into one instance of Corptax for compliance purposes and how they have automated their provision process and have maximized their usage of Corptax.

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Michael Chen is a Senior Manager in the Tax Technology and Transformation group of CVS Health. He has over 8 years of experience in private industry and public accounting, primarily working with tax technology enhancement, customization and implementation around the provision and compliance process.

As a member of CVS tax technology team, he’s responsible for helping define technology strategy, ongoing maintenance of Corptax Provision and Compliance, architecting custom applications, optimizing tax system, monitoring progress and deliverables for related tax technology projects and collaborating with direct tax team, Finance and IT groups to key areas for innovation and automation within tax function.

Michelle Teehan

Corporate Vice President Tax

New York Life

NEW! Corptax in the Insurance Industry – Presented by Platinum Sponsor: Deloitte Tax LLP (IN-002)

You’ve implemented Corptax, and are using it to successfully produce provision reports, and to file tax returns, so now what? Join members of New York Life and Deloitte as they discuss Phase 2 of their ongoing tax process improvement implementations. Learn how general ledger trial balances and NAIC information can be used together for compliance preparation, and the next steps in automating key processes and reports, such as the tax basis balance sheet.

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As Corporate Vice President of Tax, Michelle brings over 16 years of insurance tax experience, with a focus on process improvement and systems. Michelle held various challenging federal compliance and provision responsibilities at Guardian Life Insurance Company and New York Life Insurance Company. Before industry Michelle worked as a Senior Tax Associate for Deloitte in the Insurance Tax Area.

Michelle joined New York Life Insurance Company’s Tax Department in 2012, responsible for Federal tax financial reporting and compliance for the non-insurance companies as well as the Corptax Subject Matter Expert. Recently she has worked on the implementation of Corptax Provision and currently is working on Portal and Other Tax Improvement Projects.

Morgan Horne

Global Tax Reporting Senior

Ecolab

NEW! Corptax Provision – Enhancing our Implementation – Presented by Platinum Sponsor: Deloitte Tax LLP (PR-003)

When implementing Corptax provision, some process improvements may be set aside for future enhancements, due to time constraints, resource availability, or anticipated future changes in source data. Join Ecolab and Deloitte as they discuss the steps that they followed, and the challenges they faced, when implementing Phase 2 of Corptax Provision.

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Morgan Horne is a Global Tax Reporting Senior for Ecolab Inc.  Prior to joining Ecolab, Morgan spent 3 years in public accounting.  Her career focus areas include preparation of Domestic and International Tax Provision, Auditing Interim and Annual Income Tax Provisions, Internal Control Assessments and Tax Projects.

Neha Manglik

Tax Analyst

Chevron

The Power of State Planner and Your Data in a Single Solution (CSP-209*)

By using the data in the system, State Planner made our work a lot easier. It minimizes the risk of inconsistency, mathematical errors and streamlines an overall a very time-consuming activity.

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Neha Manglik is a tax analyst at Chevron, located in San Ramon, CA. Neha is a CPA with over 12 years of tax experience. She received her MS in Taxation from Golden Gate University. As a member of Chevron tax compliance team, she works in various groups with primarily focus on State income tax compliance.

Patricia Wilson

Managing Director

KPMG LLP

CSC Corptax Certified Professional

NEW! Leading Practices for integrating Alteryx and Corptax (DRA-002)

Leveraging Automation tools like Alteryx within the Tax department is becoming standard practice. But how do you know that you are getting the most out of your Alteryx investments and maximizing the benefits of integrating Alteryx and Corptax? This session will focus on how to plan, build, and maintain Alteryx workflows for Tax leveraging leading practices for design, scalability, and maintenance.

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Patricia joined KPMG’s Ignition – Systems Integration team after working for Corptax, Inc. for 4 years. Since joining KPMG and while at Corptax, she has been entrusted with leading several complex and challenging projects for high profile clients. She manages these projects and ensures the services are delivered effectively and the clients are highly satisfied. She has continued to work with clients to improve their processes and increase the resources available for value added work. Corptax products include Federal and State Compliance, Corptax Provision, State by State Provision, and Corptax Office. Patricia has led implementation engagements in companies of all sizes including the insurance, banking, shipping and general manufacturing industries.

Contact Information

423-240-3642

pwilson@kpmg.com

Paul Isabella

CVS Health

New! Corptax Automation – Presented by Platinum Sponsor: Deloitte Tax LLP (AT-004)

Join members of the CVS tax department as they discuss how they have automated key tax processes using Corptax and integrated Corptax with other tools used by the tax department. Discussion will also include how they have integrated two tax departments into one instance of Corptax for compliance purposes and how they have automated their provision process and have maximized their usage of Corptax.

Paul Lowman

Senior Income Tax Analyst

WW Grainger

New! Client Success Stories: Provision (PR-006)

Hear directly from your peers how they are leveraging data to boost their provision process and reporting.

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Paul is a Senior Income Tax Analyst for W.W. Grainger, Inc. He has 17 years of corporate tax experience and has been with Grainger for over 4 years. He is primarily responsible for implementing automation process improvements across all areas of the Grainger tax department. He is also heavily involved in the tax provision process as well as state income tax compliance.

Rachel Howard

Tax Planning, Projects, & Technology Manager

Toyota

NEW! Tax Process Improvement at Toyota – Presented by Platinum Sponsor: KPMG, LLP (SS-021)

The TFS team was working 20 hour days over a 9 day close, with their processes being time consuming and redundant. The source workpapers were not standardized, automated or integrated with their systems. Learn how Toyota Financial Services improved their state process through automation, standardization, workpaper and security improvements.

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Rachel is a Tax Planning, Projects, & Technology Manager for Toyota Financial Services.  Her role emphasizes increasing efficiencies in the compliance and provision processes while maintaining a superior level of accuracy.  This requires constant evaluation of filing requirements and internal constraints. To assist her in this role she relies on her 8 years of Corptax experience, her 13 years of experience in private and public accounting, and her amazing team members.

Rachel Quade

Tax Specialist

Artisan Partners LP

New! Client Success Stories: Automation (AT-006)

Taking the import of trial balance data to a new level of automation and saving hours in the process.

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Rachel Quade is a Tax Specialist at Artisan Partners LP in Milwaukee, WI. She is a CPA with over 10 years of tax experience, specializing in income tax compliance (both federal and state) for C corporations and partnerships. She has recently been focusing on accounting for income taxes. Rachel has over 7 years of preparation experience with Corptax and is on a first name basis with most of the partnership support staff at Corptax. Outside of tax work, she enjoys reading, traveling, and spending time with her husband and pets (two cats and a retired greyhound).

Ruby Bui

Kemper Corporation

NEW! Manage Legal Entity Reporting Changes & Update Corptax for ERP Implementations – Presented by Gold Sponsor: Grant Thornton (SS-023)

Ryan McMillen

Senior Consultant

EY LLP

NEW! Using Corptax Office with Data Manipulation and Analytics Tools (DM-004)

Trying to make the most of your data?  Learn how to use Corptax Office in conjunction with data manipulation tools such as Microsoft Power Query and analytics/visualization tools like PowerBI.  We will showcase to how to collect, clean and prepare your data for effective usage for provision and compliance processes, as well as end-user visualizations for effective and efficient review.  

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Ryan is senior consultant in EY’s Tax Technology and Transformations (TTT) team in Chicago. Ryan has experience with Corptax Compliance process review and optimization. Specifically, creating integrated solutions using Corptax Office and Corptax ODBC to automate data upload and review at micro and macro levels.

Ryan also has experience with integration of Microsoft Power BI Suite, including Power Query and Power Bi, with Corptax Office and ODBC solutions. Ryan has a Masters of Accounting, Taxation, from University of South Carolina.

Contact Information

Ryan.M.McMillen@ey.com

Ryan Sheehan

Senior Product Manager

Bloomberg Tax & Accounting

New! Achieving Financial Controls in Fixed Asset Management (SS-020)

Fixed Assets often represent the single largest balance sheet item on company’s financial statements, and the sheer volume of data involved in managing them creates massive risk. However, with the right practices and procedures in place, fixed assets can represent one of the best tax optimization opportunities around.

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Ryan Sheehan is a Senior Product Manager for Bloomberg Tax & Accounting. He is responsible for Bloomberg Tax’s Corporate Tax products, including Advantage Fixed Assets, Corporate Tax Analyzer, and Advantage State Tax Analyzer. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.

Scott Hice

Tax Partner & National Practice Leader

BDO

New! Tax Performance Engineering (AT-003)

Meet BDO’s Tax Performance Engineering team and discover what they can do for you. Our focus is tax process improvement: assisting tax departments with the development of a risk-based approach to global income tax reporting through process engineering and the maximizing the efficiency of these processes using technology.

New! Optimizing Provision: Typical Challenges & Solutions (PR-005)

In this session, we will identify and discuss common tax provision process challenges and review Corptax Provision configuration options that can reduce the time spent resolving these issues.

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Scott has over 20 years of experience in global tax accounting and compliance reporting, including experience auditing income tax accruals for SEC registrants. His focus over the last 10+ years has been dedicated to tax process improvement: assisting tax departments with the development of a risk-based approach to the global income tax reporting process, and maximizing the efficiency of these processes through the use of technology.

Scott’s tax technical knowledge and broad experience solving tax process challenges, coupled with his knowledge of technologies, has led to highly successful results on income tax reporting projects.

Contact Information

312-520-7137

shice@bdo.com

Staci Schluechtermann

Tax Specialist Leader

Deloitte Tax LLP

NEW! Corptax in the Insurance Industry (IN-002)

You’ve implemented Corptax, and are using it to successfully produce provision reports, and to file tax returns, so now what? Join members of New York Life and Deloitte as they discuss Phase 2 of their ongoing tax process improvement implementations. Learn how general ledger trial balances and NAIC information can be used together for compliance preparation, and the next steps in automating key processes and reports, such as the tax basis balance sheet.

NEW! Corptax Provision – Enhancing our Implementation (PR-003)

Join Ecolab and Deloitte as they discuss the steps that they followed, and the challenges they faced, when implementing Phase 2 of Corptax Provision.

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Staci has over twenty-two years of experience in the tax and technology field and has implemented Corptax USC, Corptax Provision, State Planner, Corptax Office, Corptax Calendar and Corptax International.

She has 16 years of implementation experience with Deloitte and Corptax. Staci began her career in industry, spending six years preparing tax returns (both direct and indirect) and calculating income tax provisions, first as a State Tax Accountant at Manpower, Inc. in Glendale, WI, and then as a Tax Analyst at Journal Communications in Milwaukee, WI.

Today Staci focuses on helping clients to develop processes for their tax compliance and reporting and to implement these processes within a tax software solution. She is the firm’s State Provision and Compliance Subject Matter Expert for Corptax and is also a Corptax Insurance Subject Matter Expert. Her industry experience spans beyond insurance and includes: Consumer Goods; Energy; Financial Services; Manufacturing; and Telecommunications

Contact Information

stschluechtermann@deloitte.com

Sven Steiger

Manager

EY LLP

NEW! Using Corptax Office with Data Manipulation and Analytics Tools (DM-004)

Trying to make the most of your data?  Learn how to use Corptax Office in conjunction with data manipulation tools such as Microsoft Power Query and analytics/visualization tools like PowerBI.  We will showcase to how to collect, clean and prepare your data for effective usage for provision and compliance processes, as well as end-user visualizations for effective and efficient review.  

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Sven has been with EY since April 2012. Sven is part of EY’s Tax Technology and Transformation (TTT) team in New York. Prior to joining the TTT team in NYC, Sven worked in Ernst & Young LLP’s (UK) TTT Practice in London.

Sven a Master’s Degree in International and European Tax Law from Maastricht University in the Netherlands and is a certified Project Management Professional. Sven enjoys exploring the world and its cuisines, reading and exercising.

Contact Information

Sven.Steiger1@ey.com

Tenzin Sonam

Tax Consultant

Deloitte Tax LLP

NEW! Leveraging Corptax Data for Analytics and Dashboarding (DRA-001)

You may know that your Corptax database contains valuable tax data, but did you know how easily that data can be leveraged for analytical and dashboard purposes – using tools that you may already license in-house? Please join members of Deloitte’s Tax Management Consulting (TMC) practice as they discuss the options available to tap into your Corptax data and the tools you can use to create key analytical reports. They will also demonstrate examples of reports and dashboards that have been created using Corptax ODBC/POV and analytical tools such as Power BI and Tableau.

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Tenzin Sonam is a Tax Consultant in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in New York, New York.  He has two years of experience in public accounting. Tenzin has worked in both tax compliance and consulting. As a member of the TMC practice, he focuses on tax process transformations, data wrangling, tax analytics, and assisting with tax provision/compliance implementations related to Corptax.

Contact Information

tsonam@deloitte.com

Terry Woerner

Tax Professional

Siemens Corporation

New! Client Success Stories: Entity Management (EM-001)

Using Entity Management to gather all data necessary to begin the tax compliance process.

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Terry Woerner is a member of the Tax Technology Group at Siemens Corporation and is responsible for maintaining the Siemens US tax organization’s entity structure in Corptax. Terry works with data analytic and visualization tools such as Excel, Alteryx and Tableau to manage data and support the various functions of the Siemens Corporate Tax Department. Prior to joining the Tax Technology Group, Terry spent ten years at Siemens Corporation in the Accounting and Tax Departments and gained a variety of experience in her roles at other corporate and public accounting employers. Terry is a CPA and is based in Iselin, NJ.

Todd Schorb

Tax Managing Director

KPMG LLP

NEW! Tax Update: International (IC-003)

One year in to the post-reform world, what have we learned and what trends are occurring – in the United States and abroad? We will provide you with a brief update of the current environment for legislative, compliance, planning and other aspects of the current tax world in which multinationals exist.

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Todd is a Tax Managing Director in the KPMG Atlanta office and has worked in public accounting for approximately eighteen years. Todd spent the first two years of his career in the financial audit sector before transitioning to international tax. Todd leads the firm’s International Compliance Center of Excellence, specializing in co and out-sourcing for complex multinational compliance and provision engagements.

Contact Information

913-221-3125

tschorb@kpmg.com

Tyler Lancaster

Tax Manager

Deloitte Tax LLP

NEW! Provision Developments (PR-004)

Be ahead of the curve and get the latest information on tax law changes that may impact your tax provision. The tax specialists leading this course will not only provide you with provision developments, they will also discuss how those developments may affect your Corptax setup.

Contact Information

tlancaster@deloitte.com

Wendell Ford

Senior Manager

KPMG LLP

CSC Corptax Certified Professional

NEW! Tax Process Improvement at Toyota (SS-021)

The TFS team was working 20 hour days over a 9 day close, with their processes being time consuming and redundant. The source workpapers were not standardized, automated or integrated with their systems. Learn how Toyota Financial Services improved their state process through automation, standardization, workpaper and security improvements.

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Wendell Is a Senior Manager in KPMG’s Tax Ignition Practice. He has been working in tax since 1992, and focused on tax technologies and process improvements since 1998. Wendell joined KPMG in 2010 after working for CORPTAX for over 10 years. He has managed several complex and challenging projects for high profile multi-national clients. He managed these projects and ensured the services were delivered effectively and the clients were highly satisfied. He also worked with clients to improve their processes and increase the resources available for value added work. Wendell is a Corptax certified professional.

Contact Information

678-488-3651

lwford@kpmg.com

Ying Tan

Senior Tax Consultant

CVS Health

NEW! Corptax Automation – Presented by Platinum Sponsor: Deloitte Tax LLP (AT-004)

Join members of the CVS tax department as they discuss how they have automated key tax processes using Corptax and integrated Corptax with other tools used by the tax department. Discussion will also include how they have integrated two tax departments into one instance of Corptax for compliance purposes and how they have automated their provision process and have maximized their usage of Corptax.

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Ying Tan is a Senior Tax Consultant in the Tax Technology and Transformation group of CVS Health. She has over 15 years of experience in private industry and public accounting, primarily working with tax compliance, Provision and some technology enhancement, customization and implementation around the provision and compliance process.

As a member of CVS tax technology team, she’s responsible for ongoing maintenance of Corptax Provision and Compliance, architecting custom applications, optimizing tax system, monitoring progress and deliverables for related tax technology projects.