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16th Annual Tax Policy & Practice Symposium
How Taxes Matter
The Globalization of Tax Policy and Implications for
US Economic Growth and Investment
February 12-13, 2015
The Ritz-Carlton
Washington, DC
Program Manager
For detailed information
visit www.tcpi.org
600 13th Street, NW
Suite 1000
Washington, DC 20005
Tel: (202) 822-8062
Fax: (202) 315-3413
http://www.tcpi.org
December 11, 2014
Dear Colleague,
The Tax Council Policy Institute (TCPI) invites you to participate in our 16th Annual Tax Policy and
Practice Symposium, “How Taxes Matter: The Globalization of Tax Policy and Implications for US
Economic Growth and Investment,” to be held February 12-13, 2015 at The Ritz-Carlton in Washington,
DC.
Join a focused, hands-on, educational assembly of more than 40 presenters representing tax leaders
from business, government, and academia for a unique two-day symposium as we learn about and
explore an issue facing you and your company today - the globalization of tax policy and its implications
for US economic growth and investment.
The 2015 Symposium will present and explore: the implications of global tax policy for U.S. economic
growth and business investment, the continuing need for business tax reform in the United States, the
OECD/G20 work seeking to reduce opportunities for double non-taxation, and an assessment of the
future for multinational businesses operating in a challenging environment of global business taxation.
TCPI is a highly respected non-profit and non-partisan public policy research and educational
organization that has been sponsoring exceptional tax programs and conferences for more than 15
years. Our symposia are renowned for facilitating the opportunity for leading tax professionals and
policy makers from government, academia, and the private sector to fully explore all aspects of current
tax topics. More than 5,600 tax professionals from around the world have attended our two-day
conferences and webcasts.
Be on the forefront of the discussion! Join us in dissecting this important tax topic which crosses all
industry lines and that impacts your country and your company today. Make plans to attend this
premier event and participate in sharing perspectives and understanding how the globalization of tax
policy impacts the economic growth of the United States and your company’s investment decisions.
On behalf of the TCPI and the Symposium Program Manager, PwC, we look forward to seeing you in
February.
Sincerely,
Lynda K. Walker, Esq.
TCPI Executive Director and General Counsel
Douglas Bates
Chairman, TCPI Board of Directors
TCPI 2015 Planning Committee
Program Managers
Pam Olson
PwC
William L. Curry
The Dow Chemical Company
Michael Reilly
Johnson & Johnson
Lindy Paull
PwC
Ronald D. Dickel
Intel Corporation
Amy Roberti
Procter & Gamble
Planning Committee
Diane Dossin
Ford Motor Company
Mark Schichtel
Time Warner Cable
Madeleine Barber
Tyco International
C. Martin Dunagin
Hess Corporation
Edward Schleper
Mohawk Industries
Douglas Bates
Northwestern Mutual
Josef Hajek
Tupperware Brands Corporation
Paul A. Smith
McKesson
Susan Becker
Loews Corporation
Melissa Hall
Assurant Inc.
John Stowell
The Walt Disney Company
Robin Beran
Caterpillar Inc.
David A. Heywood
Lockheed Martin Corporation
L. Brian Tommer
Mars, Incorporated
Timothy Berger
MasterCard Worldwide
David P. Lewis
Eli Lilly and Company
Tobin Treichel
United Technologies Corporation
Robert L. Brown
FedEx Corporation
Kevin G. McWilliams
International Paper
Lisa Wadlin
Walmart
Jeffrey J. Coniaris
PepsiCo, Inc.
Tim Raymond
Exxon Mobil Corporation
Jacqueline Crouse
Amgen Inc.
Scott Reents
AbbVie Inc.
Program Manager Advisory Committee (PMAC)
Lawrence Gibbs
Miller & Chevalier
Chartered
Armando Gomez
Skadden, Arps, Slate,
Meagher & Flom LLP
Hank Gutman
KPMG
John Harrington
Dentons
Blake Rubin
McDermott Will & Emery LLP
Ellen MacNeil
Andersen Tax
Russell Sullivan
McGuireWoods
Michael Mundaca & Eric
Solomon
Ernst & Young LLP
T. Timothy Tuerff
Deloitte Tax LLP
TCPI
2015 Symposium
TCPI 2015
Symposium
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onwww.tcpi.org.
the TCPI website at www.tcpi.org.
TCPI
website at
Robin Beran
Madeleine
Barber
Senior
Vice Officer,
PresidentDirector,
&
Chief Tax
Chief
TaxTax
Officer
Global
and Trade, and
Tyco International
Assistant Treasurer
Caterpillar
Robin
Beran Inc.
Chief Tax Officer, Director,
Global Tax and Trade, and
Assistant
Treasurer
Robert Carroll
Caterpillar
National Inc.
Director,
Hank
Gutman
Kathryn
Horton
O’Brien
David
P. Lewis
Derica
W. Rice
Vice President – Global Taxes, Chief Partner
Executive Vice President,
Principal
Tax Executive
& Assistant Treasurer PwC Global Services, and Chief
KPMG
LLP
Eli Lilly and Company
Andrew (Drew) Lyon
Principal, Leader of the National
Economics and Statistics Group
PwC F. Johnson
Robert
Financial Officer
Eli Lilly and Company
Douglas A. Shackelford
Dean and Meade H. Willis
DericaDistinguished
W. Rice Professor of
Taxation
Executive
Vice President,
UNC Kenan-Flagler
Senior Vice President, Global Tax
Samuel M. Maruca
Quantitative
Economics
and
and
Customs
Global Services, and Chief
Robert Carroll
Partner
Statistics
(QWEST)
Cisco
Systems,
Inc. LLP
Financial
Officer
National
Director,
Covington
& Burling
Robert
Stack
Quantitative
Economics
Ernst & Young
LLP and
Eli LillyDeputy Assistant Secretary
Statistics (QWEST)
Ernst & Young LLP
Manal
ManalS.S.Corwin
Corwin
Principal and National
Principal
and National
Leader,
International
Tax
Leader,
International Tax
KPMG
LLP
KPMG LLP
Ronald D. Dickel
Vice President, Global
Ronand
Dickel
Tax
Trade
Intel
ViceCorporation
President, Global
Tax and Trade
Rocco Femia
Intel Corporation
Member
Miller & Chevalier Chartered
Michael D. Fryt
Michael D. Fryt
FormerCorporate
Corporate
Former
ViceVice
President
Tax
President
Tax
FedEx
FedEx
Sherry Grabow
Sherry
Grabow
Tax
Partner,
International
Tax
TaxServices
Partner, International
PwC
Tax Services
PwC
Itai
Grinberg
Associate Professor of Law
Georgetown Law
Hank Gutman
Principal, Director of the Tax
Governance Institute
KPMG LLP
William McBride
Chief Economist
Tax Foundation
David P. Lewis
Jon R. Moeller
Vice
President
Global Taxes,
Chief
Financial–Officer
Chief
Tax&Executive
Procter
Gamble & Assistant
Treasurer
E. Moritz
EliRobert
Lilly and
Company
US Chairman and Senior Partner
PwC
Andrew (Drew) Lyon
Kathryn Horton O’Brien
Principal
Principal, Transfer Pricing,
PwC
Washington National Tax
PwC
Jon R. Moeller
Feargal O’Rourke
Chief
Financial
Officer
Partner
and Head
of Tax Services
PwC Ireland
Procter
& Gamble
Grace Perez-Navarro
Deputy Director, Centre for Tax Policy
Robert
E. Moritz
and Administration
for Economic
USOrganisation
Chairman and
Senior Partner
Cooperation and Development
PwC
(OECD)
Michael P. Reilly
Vice President, Taxation
Johnson & Johnson
(International Tax Affairs)
US Department of the
Treasury
T. Timothy Tuerff
Eric Toder
Managing
Partner
Institute
Fellow,
Deloitte
Tax LLP
Center
Tax Policy
Urban Institute
Tobin Treichel
Vice President, Tax
Technologies
RubenUnited
van Aarle
Corporation
Partner
Andersen
Tax (Netherlands)
T. Timothy
Tuerff
Managing Partner,
Washington National Tax
Wadlin
Deloitte Tax LLP
Lisa
Senior Vice President,
GlobalRuben
Tax van Aarle
Managing
Director
Walmart
Taxperience
A member firm of Andersen
Global
Lisa Wadlin
Senior Vice President, Global
Tax
Walmart
Benedict Wagner-Rundell
First Secretary (Economic)
British Embassy Washington
Symposium Agenda
Thursday, February 12, 2015
7:15 a.m.
Continental Breakfast and Registration
8:00 a.m.
Welcome Remarks and Recognition of Symposium Mission
8:15 a.m.
Keynote Address: Economy, Budget, and Taxes
9:00 a.m.
CFO Panel: Tax Policy and the Global Business Environment
Why does the current US tax system fail to promote global competitiveness and
economic growth? How does the current system influence business investment
decisions? CFO panelists will discuss tax policies the United States should
consider adopting to enhance global competitiveness and accelerate economic
growth.
10:00 a.m.
Break
10:30 a.m.
Evaluating the U.S. Corporate Income Tax
This panel takes a critical look at today's corporate income tax and the
fundamental assertions on which it is based. Is the current tax system optimal for
corporate taxpayers and does it fuel or hinder economic growth? Can the system
be modified to create and retain American jobs and investment? Who bears the
ultimate cost of the corporate income tax? The panelists also will provide insights
on how political factors might be overcome to drive effective reform.
11:30 a.m.
Lunch
12:00 p.m.
Keynote Address: Prospects for Corporate Tax Reform
Senator Ron Wyden (D-OR)
Incoming Ranking Member, Committee on Finance
12:45 p.m.
1:00 p.m.
TCPI Pillar of Excellence Award Presentation
Break
Symposium Agenda
Thursday, February 12, 2015 (continued)
1:30 p.m.
Federal Taxes: Revenues, Spending, and Corporate Income Tax
Alternatives
Panelists will analyze tax revenue sources and distribution of spending in the
United States, as compared to other countries. The panel also will evaluate
potential alternatives, replacements, and enhancements to the corporate
income tax.
2:30 p.m.
Case Study: Enacting Growth-Oriented Business Tax Reform
This session will review the recent Canada and UK tax reform efforts to
transition to a lower corporate income tax rate in favor of additional
consumption-based taxes. What goals were the reform measures designed to
achieve and does the economic data indicate that tax reform is accomplishing
those goals?
3:30 p.m.
Break
4:00 p.m.
Transfer Pricing: Current Developments and the Road Ahead
This panel will address trends shaping transfer pricing today and what transfer
pricing policies and planning may look like in a post-BEPS environment.
Panelists also will discuss the impact of increased tax controversy and the
European Commission’s state aid investigations on transfer pricing strategies.
5:30 p.m.
Networking Reception
Symposium Agenda
Friday, February 13, 2015
7:30 a.m.
Continental Breakfast
8:00 a.m.
The Corporate Income Tax in a BEPS World
This panel will discuss the policy behind the BEPS action items, as well as
potential unintended consequences for both taxpayers and tax
administrations. Panelists will address the conflicting goals inherent in the
BEPS process and the impact of the changing global economy on the U.S.
tax system.
9:00 a.m.
Practical Implementation of the OECD’s BEPS Action Plan
Tax directors will discuss steps their organizations are taking to proactively
prepare for the OECD’s recommendations on the final BEPS action plan
deliverables. The panelists will address the compliance burden, the impact
on tax planning, and the challenges of corporate communications in a time
of uncertainty.
10:00 a.m.
Break
10:15 a.m.
Tax Administration in the BEPS Era
Current and former IRS and Treasury officials discuss the practical impact
of today’s global environment on tax administration and controversy. The
panelists will provide insight for taxpayers in managing global
controversies.
11:15 a.m.
Keynote Address: Administration’s Perspective
12:00 p.m.
Closing Remarks
12:15 p.m.
Symposium Concludes
Additional Information
Program Location and Accommodations
TCPI Online
The symposium will be held at The Ritz-Carlton,
1150 22nd Street NW, Washington, DC. Room
reservations should be made directly with The
Ritz-Carlton by calling (800) 241-333 or (202)
835-0500. You will find the hotel’s amenity
information at www.ritzcarlton.com
For more information about the 16th Annual Tax
Policy & Practice Symposium or to learn more
about past events or TCPI, please visit the TCPI
website at www.tcpi.org. We will post periodic
updates on the 2015 event. Website registration
is encouraged.
A limited number of rooms have been reserved at
a rate of $340 per night and are available under
the group name Tax Council Policy Institute: 16th
Annual Symposium. To obtain rooms at the
group rate, please make your reservations as
soon as possible, but no later than January 19,
2015. After that date, room availability and
pricing cannot be guaranteed. If you book a
hotel reservation in this block, we will
consider you to be registered for the
symposium.
Registration
Register early to receive a discount. The
symposium attendance fee includes all sessions
plus two continental breakfasts, one lunch, and a
networking reception.
Registration form and payment received online or
postmarked:
• By January 16, 2015……………………….$795
• After January 16, 2015………………….....$895
• Government employees & members of
academia (full-time)………………………...$295
Who Should Attend?
The program is designed for CFOs, VPs of Tax,
VPs of Finance, corporate tax directors,
government tax professionals, tax counsels,
attorneys, and managers. The method of
delivery will be group-live at an intermediate to
advanced level. Participants should possess an
advanced knowledge of tax policy and practice.
All prices quoted are in U.S. dollars.
To pay by credit card, please visit our website at
www.tcpi.org or register by phone at (202) 8228062.
To pay by check or to request an invoice, please
return the enclosed registration form.
Continuing Education
Participation in the symposium will allow you the
opportunity to receive continuing education
credits. TCPI is registered with NASBA, and in
accordance with its policies, up to 10.2 CPE
credits can be earned. (NASBA Field of Study:
TAXATION.)
TCPI will also apply for CLE accreditation from
those states that require it, which participants list
on their registration form. The total amount of
earned CLE credits varies by States.
Cancellation and Refund
Fees are refundable, less a $100 processing fee,
if written notice is received by TCPI prior to
January 31, 2015. There will be no refund after
January 31, 2015; however, a substitute for the
original registrant will be accepted. For more
information regarding registration, refund,
complaint, and/or program cancellation policies,
please call TCPI at (202) 822-8062 or email
[email protected].
The Tax Council Policy Institute is registered with the National Association of State
Bards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be addressed to the National Registry of CPE
Sponsors through its website: www.learningmarket.org
8
Introducing…SpotMe Event Mobile App
TCPI Symposium Goes Digital
At the 2015 Symposium, TCPI is pleased to offer a new method of
delivering meeting materials to all attendees. With a generous assistance
from the 2015 TCPI Symposium Program Manager PwC, all meeting
documents of the Symposium will be accessed through a mobile event
application called SpotMe (further information can be found at
www.spotme.com).
We strongly encourage all attendees to bring their own tablet (iOS
or Android) to the Symposium to access the app. If you need to
borrow a tablet, please contact Debbie Siu at [email protected] after you
have registered for the Symposium.
SpotMe is a mobile app that will change the way you experience this
event. It’ll allow you to engage, collaborate and connect like never
before, turning you from an attendee to a true participant. The app is
going to enhance your learning, catalyze networking, and give you a
voice with which to ask your questions, raise you issues, and share your
very best ideas.
USER INTERFACE
The user interface is easy to use and designed specifically so you spend less time navigating and more time
participating. See something you want to access? Just give it a quick touch and the app will take you there.
But you’ll never be more than two clicks away from the entire set of tools. Want to get back to the main menu?
Just touch the HOME button in the corner and it will take you there.
AGENDA
To access the agenda, simply click on Agenda in the tools menu. Once the agenda shows, you can change
days by clicking the arrows on either side of the date or drill down by clicking any agenda item to get more
details like session descriptions, speaker bios, links to surveys and a tool to take notes.
VOTING and Q&A
With these tools you’ll be able to engage with the speakers on a whole different level. To ask a question or
take a poll introduced by the speaker, click on “Voting & Q&A.” To vote, just choose your answer choice. To
ask a question, simply enter that question or comment into the text box and click “send.” These will be
gathered and sent up to the speaker.
NETWORKING TOOLS & MESSAGING
Use the people list to see all of the other participants at the event. When you connect with someone, make
sure you take that contact home with you by exchanging electronic business cards with the QR code scanner.
Simply scan organizers or send another participant a message at any time. Messages are kept only within the
app and are completely private.
NOTES
If you want to take a note, simply click on New Note or the pencil icon inside the agenda item. The notes you
take attach to each agenda item. These will be saved for you and available after the event.
THE BRIEFCASE
The Briefcase is where SpotMe stores all of the information that you gather. Notes, business cards exchanged,
collateral and presentations; all of this will be accessible for download after the event via a private, secure
website. We’ll send you the link right after the event.
TAKE ADVANTAGE OF SPOTME - BRING YOUR TABLET TO THE CONFERENCE!
* Hard copy Symposium materials can be purchased at an extra cost – see registration form *
Symposium Exhibitors
February 12-13, 2015
The Ritz-Carlton
Washington, DC
How Taxes Matter
The Globalization of Tax Policy and Implications for
US Economic Growth and Investment
Registration Information
Registration Form
Online registration at www.tcpi.org is strongly encouraged.
Name:_____________________________________________________________
Preferred name on badge:____________________________________________
Title:_______________________________________________________________
Company:__________________________________________________________
Address:___________________________________________________________
City/State/Zip:_______________________________________________________
Phone:____________________________ Fax:_____________________________
Email (required):_____________________________________________________
I would like to receive CPE accreditation (no selection required)
I would like to receive CLE accreditation for the following states:___________________
The conference fee includes all meal functions on both days.
I would like to attend:
$825 (payment postmarked by January 16, 2015)
$925 (payment postmarked after January 16, 2015)
$295 Government employees and members of academia (full-time students/faculty)
$100 Extra charge for hard copy Symposium materials
Please invoice me
To pay by credit card, please visit our website at www.tcpi.org or register by phone at (202)8228062.
To pay by check, makes checks payable to Tax Council Policy Institute, and mail your registration
form and check to:
Tax Council Policy Institute
600 13th street NW, Suite 1000
Washington, DC 20005
About the Tax Council Policy Institute
The Tax Council Policy Institute is a non-profit and non-partisan public policy research and
educational organization. Its mission is to bring about a better understanding of significant tax
policies that impact our national economy and businesses through careful study, thoughtful
evaluation and open discussion. TCPI accomplishes its mission in various ways such as
hosting an Annual Tax Policy and Practice Symposium in Washington, DC and sponsoring
mini-symposia on important tax issues, which are largely conveyed via webcast.
Prior Symposia
2014
Why Taxes Matter: The Implications of Tax Policy on Strategic Business Decisions
2013
Taxation of Intangibles: Implications for Growth, Jobs and Competitiveness
2012
The New Realities of Tax Risk Management: Navigating Risk in a Complex World
2011
Tax Uncertainties in a Deficit-Driver World: Designing a Blueprint for Leadership
2010
Tax Reform: In Search of a 21 st Century U.S. Tax System
2009
Certainty in an Uncertain World? Resolving Cross-Border Controversies
2008
Future Shock? Impact of U.S. Fiscal Policy on Corporate Taxation
2007
Understanding the Global Tax Arena: Risk & Regulation
2006
The Corporate Tax Practice in the Age of Transparency: A Path Forward
2005
The U.S. International Tax Regime: Confronting the Challenge of the Evolving
Global Marketplace
2004
The Corporate Tax Practice: Responding to the New Challenges of a
Changing Landscape
2003
Jurisdiction to Tax in the New Economy: International, National, and
Sub-National Perspectives
2002
The Future of International Transfer Pricing: Practical and Policy, Opportunities
2001
The R&D Tax Credit in the New Economy
2000
INDOPCO: Past, Present and Future