TP Minds Americas 2019 is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

Robert Stack

Tales from the Forefront of International Tax Policy

DELOITTE

08:30 - 08:50 20 mins
Registration & Coffee
08:50 - 09:00 10 mins
Chair's Opening Remarks
  • Mark Schuette - National Transfer Pricing Leader, BDO
09:00 - 09:30 30 mins
Tales from the Forefront of International Tax Policy
  • Robert Stack - Former Deputy Assistant Secretary for International Tax Affairs, US Department of Treasury; Managing Director, DELOITTE
09:30 - 10:20 50 mins
Info
Global Transfer Pricing Policy Developments
  • Michael Lennard - Chief, International Tax Cooperation; Financing for Development Office, UNITED NATIONS
  • Carlos Pérez-Gomez - SAT (Servicio de Administración Tributaria), Transfer Pricing, MEXICAN TAX ADMINISTRATION
  • Fernando Becerra O´Phelan - International Taxation and Transfer Pricing Manager, SUNAT
  • John Hughes - Director, APMA, IRS
  • Dan McGeown - Transfer Pricing Leader, Canada, BDO

How are the international organizations and Tax Administrations addressing transfer pricing and the evolving international tax landscape, including BEPS and other developments, and where do they expect them to develop in the future?

10:20 - 10:40 20 mins
Info
Quickfire Round: Ask the Policy Makers
  • Michael Lennard - Chief, International Tax Cooperation; Financing for Development Office, UNITED NATIONS
  • Carlos Pérez-Gomez - SAT (Servicio de Administración Tributaria), Transfer Pricing, MEXICAN TAX ADMINISTRATION
  • Fernando Becerra O´Phelan - International Taxation and Transfer Pricing Manager, SUNAT
  • John Hughes - Director, APMA, IRS

Don't miss your opportunity to put your questions directly to our panel of leading tax authorities and policy makers. They will try to address as many of your questions as possible during this session and we would like to remind you these can be submitted in a number of ways. You can:

  • Ask for the microphone and put your questions live to our panel on stage
  • Submit a question through our event app and have this answered in real time
  • Tweet us your question using the hashtag #TPAMERICAS19
  • Email a complex question in advance to charlotte.hawkesparker@informa.com so this can be addressed by our experts at the event having given it careful consideration in the run-up to the event
10:40 - 11:00 20 mins
Morning Coffee
11:00 - 11:40 40 mins
Info
US Tax Reform: One Year On
  • Jed Larkin - Vice President, 3M
  • Robert Alexander - Senior Vice President, Global Tax, RALPH LAUREN
  • Monika Loving - Head of International Tax, BDO
  • James Boldenow - Tax Director, GRACO INC
  • Deborah Van Horn - Director of Tax - America's, AMKOR TECHNOLOGY
  • Impact of the US corporate tax rate reduction on cross-border transactions;
  • How recent guidance (e.g. GILTI, BEAT, PTI) influences tax technology; and
  • Global treasury management considerations in light of participation exemption system.
11:40 - 12:20 40 mins
Info
Taxing the Digital Economy: Where Next?
  • Erin Perks - Manager, Global Transfer Pricing, MARSH & MCLENNAN
  • Debora Correa Talutto - Director of Tax, ACCESSO
  • Sebastian Diaz - Senior Director Global Tax – LAC, VISA
  • Mimi Song - VP - Professional Services, CROSSBORDER SOLUTIONS
  • The challenges in aligning global policies
  • Latest OECD guidance
12:20 - 13:20 60 mins
Networking Lunch
14:00 - 14:40 40 mins
Info
Practical APA experiences: When, Where & Why?
  • Clark Armitage - Member, CAPLIN & DRYSDALE
  • Mike Cartusciello - Executive Director, Global Transfer Pricing, JP MORGAN
  • George Georgiev, Ph.D. - Senior Director, Transfer Pricing and Economic Analyses, SIEMENS
  • Bob Bowne - Transfer Pricing Senior Manager, BDO
  • Is the APA strategy changing in the post BEPS world of transparency?
  • Selecting the most appropriate APA
  • How might recent regulatory developments impact the scope of issues covered in APAs and the use of critical assumption clauses?
  • APAs in developing countries
14:40 - 15:20 40 mins
The Intersection of Transfer Pricing and Customs
  • Terry Coulter - Director Global Transfer Pricing, AXALTA
  • Loren Ponds - Member, MILLER & CHEVALIER
  • Richard Mojica - Member, MILLER & CHEVALIER
15:20 - 15:40 20 mins
Afternoon Coffee
15:40 - 16:20 40 mins
Info
Managing Permanent Establishment Risk
  • Mario Agnese - International Tax Senior Manager, BP
  • Marco Valdonio - Partner, MAISTO E ASSOCIATI
  • Yan Reznikov - Global International Tax & Transfer Pricing Lead, VICTAULIC
  • Deborah Van Horn - Director of Tax - America's, AMKOR TECHNOLOGY
  • Revised guidance on profit attribution,
  • Practical strategies for permanent establishment risk management
16:20 - 17:00 40 mins
Info
TP 2020: Documentation & CbCR
  • Nicole Williams - Senior Manager, Global Transfer Pricing, CELANESE
  • Diane Calkins - Senior Director of Transfer Pricing, DANAHER
  • Ami Goldenstein - Senior Manager, US Transfer Pricing, TAKEDA PHARMACEUTICALS
  • Tansy Jefferies - Principal, International Tax, RSM

Industry speakers share their practical experiences with Country by Country Reporting, compared with their initial expectations.  

  • Practical challenges encountered with Master File/Local File implementation
  • How are multinationals addressing CbCR and the increased compliance burden?
  • Experiences with tax authorities 
17:00 - 17:40 40 mins
Info
In Conversation with...
  • Barb Derus - Midwest Area Managing Director – Transfer Pricing, BDO
  • Terri Ziacik - Director, Transfer Pricing, MICROSOFT
  • Steve Cullimore - Senior Director, Transfer Pricing, EXPEDIA
  • Kay Freund - Global Transfer Pricing Director, MEDTRONIC
  • Al Heber - Associate Director, Global Transfer Pricing, ZIMMER BIOMET
  • Thoughts on US Tax reform and impact to IC transactions/planning. 
    • Newly released BEAT and GILTI regs 
  • Acquisitions: how are companies handle integrating acquired businesses such as ERP systems, similar and dissimilar operating units, differences in policies
  • Discussion on BEPS 
    • How have multinationals approached compliance and audits
  • Best in class TP teams. 
    • Insourcing vs outsourcing
17:40 - 18:40 60 mins
Chair's Closing Remarks & Drinks Reception