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Informa
08:30 - 09:10 40 mins
Registration & Coffee
09:10 - 09:20 10 mins
Chair's Opening Remarks
  • Saurabh Dhanuka - Managing Director, Global Transfer Pricing Services, KPMG
09:20 - 10:20 60 mins
Info
The TP Landscape: Policy Perspectives
  • Sean Foley - Global Leader, Global Transfer Pricing Dispute Resolution, KPMG
  • 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

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 - 11:00 40 mins
Financial Transactions & BEPS Action 4
  • Robert Bachmann - Director, Transfer Pricing, DUFF & PHELPS
11:00 - 11:20 20 mins
Morning Coffee
11:20 - 12:05 45 mins
Info
US Tax Reform and the Far Reaching Effect on Transfer Pricing Planning
  • Walter Kolligs - Vice President - Head of International Tax, VISA
  • Jacqueline Matoza - Senior Manager International Tax, GAP INC
  • Deborah Van Horn - Senior Director of International Tax, AMKOR TECHNOLOGY
  • Rebel Curd - Vice President, Practice Leader of Transfer Pricing, CHARLES RIVER ASSOCIATES

One of the most talked about political shake-ups of 2018, US Tax reform under President Donald Trump has far reaching implications for businesses operating globally. This session will explore:

  • The impact of these changes on operations within and outside of the US
  • What do multinationals need to consider now concerning current transfer pricing policies and operating models?
  • Risk mitigation strategies
12:05 - 13:00 55 mins
Info
Tax Challenges of the Digital Economy: Where are we now?
  • Liz Chien - VP of Global Tax, RIPPLE LABS
  • Christopher Newman - Transfer Pricing, VISA
  • Ian Novos - Managing Director, Washington National Tax, Transfer Pricing, KPMG
  • Sharron Keegan - Tax Director, ROKU
  • Vladimir Starkov - Associate Director, NERA ECONOMIC CONSULTING
  • Latest OECD and EU Guidelines
  • What do these developments mean for businesses?
  • How are businesses coping with the differing views between jurisdictions?
  • Next steps for multinationals in this space
13:00 - 14:00 60 mins
Lunch
14:00 - 14:40 40 mins
Info
Disruption and Convergence: FinTec, 5G, Trade War and A Tale of Two Futures - China and the United States
  • Sam Sim - Board Member, Asia, TAX EXECUTIVES INSTITUTE

This insightful session will explore the two foremost disruptive forces in today's world - Digital Economy and the Trade War, how it disrupts tax and transfer pricing and yet paradoxically, may portend an alternative future to the conventional US vs China conflict narrative, where both digital leaders align to preserve the fabric of global international tax consensus against unilateral action and interim digital measures that threatens to tear it apart.

14:40 - 15:25 45 mins
Info
Transfer Pricing Risk: Lessons from the Trenches
  • Sam Sim - Board Member, Asia, TAX EXECUTIVES INSTITUTE
  • Dotan Russo - Director of Taxes, HORTONWORKS
  • Maximo Spinedi - Regional Head of Tax, Argentina, SIEMENS
  • Jared Walls - Partner, VALENTIAM GROUP
  • Navigating the present transfer pricing landscape
  • Corporate Reputation Management
    • Managing internal and external stakeholders
    • Corporate Responsibility
    • Engaging with the public domain
    • Best practice when under the public eye
  • Latest OECD discussions
  • What steps should multinationals be taking in this new risk environment?
15:25 - 16:10 45 mins
Info
TP Documentation & CbCR: Expectation vs Reality
  • Paul Hoberg - Senior Manager, Transfer Pricing, EXPEDIA
  • Terri Ziacik - Director, Transfer Pricing, MICROSOFT
  • Laura Teng - Senior Manager, Transfer Pricing, MCKESSON
  • Chris Lynch - Director, International Tax & Transfer Pricing, ON SEMICONDUCTOR
  • Enrique Rayon - Senior Director, 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 
16:10 - 16:30 20 mins
Afternoon Coffee
16:30 - 17:10 40 mins
Info
Transfer Pricing & Technology
  • Jack O' Meara - Principal, Global Transfer Pricing Services, KPMG
  • Tim Wong - Partner, Tax, KPMG

Multinational companies spend significant time and effort designing transfer pricing policies that meet strategic objectives and regulatory requirements. However, when the implementation of these policies falls short, companies are exposed to misstated financial statements, increased tax liabilities, and penalties. Effective integration of transfer pricing policies with accounting and operations can provide significant benefits in terms of efficiency, risk mitigation, and accounting integrity. This session will examine:

  • Overview of challenges, such as data management, cross-functional process integration, communication and accountability.
  • Leading practices regarding technology enablement and tools for automation, real-time monitoring, and enhanced accuracy and efficiency.
  • Integration and collaboration across functional areas such as tax, finance and accounting, treasury, operations, and IT.
  • Increasing focus of tax authorities on data quality and ability to reconcile/substantiate segmented financials used in transfer pricing studies.
  • Practical approach to assessing, designing, and implementing leading operational transfer pricing practices within your organization.
17:10 - 17:40 30 mins
Info
The Evolution of the Transfer Pricing Process: A New Essential
  • Alex Ward - Economist Transfer Pricing, THOMSON REUTERS
  • Jean Bazelais - Senior Manager Transfer Pricing, THOMSON REUTERS

Transfer Pricing practitioners have been doing more with less for quite some time now. The advent of BEPS and Tax Reform has created the need to gather, analyze and understand various data points across an organization, greatly impacting existing taxpayer processes. As increasing transfer pricing reporting requirements impact the need to collaborate with different internal teams, “doing more with less” not only impacts the transfer pricing function, it creates an environment which provides greater strategic value to the organization. Given this, teams are utilizing this opportunity to address efficiencies and scalability within their current processes. In this session we will explore the evolutionary shift of embracing new methods within existing processes including new technologies and collaborating more effectively with internal or external teams.

17:40 - 18:40 60 mins
Info
Chair's Closing Remarks & Drinks Reception Hosted by Thomson Reuters