2016 Technology Conference and Exposition

Official Conference Agenda

Click here to download the session descriptions.

Presentations and Materials

Presentations will be posted on a rolling basis as they are available. If you are looking for a specific presentation and don't see it here, send an email to [email protected].

Monday, August 8

10:30 a.m. - 11:30 a.m. Concurrent Sessions

Advances in Data Science: Tax Compliance and Fraud Detection with Multi-Genre Analytics and Advanced Pattern Detection - Roger Fried, Teradata
Portfolio Management - Frank Nestore, MathTech
A Municipality's Perspective on Implementing COTS Tax Software - Mari Ruck, Kansas City
Solution Series One - eServices – Where We Are and What’s Next? - Joe Milack and Josh Decker, Fast Enterprises

1:30 p.m. – 2:30 p.m. Concurrent Sessions

The Evolving Cyber Security Threat - John Moynihan, Minuteman Governance
Minnesota's Virtual Audit Room - Greg Tschida, Minnesota
Better Assuring Taxpayer Identities: 2017 Alabama Pilot - Julie Magee, Alabama
Solution Series Two - An Inside Look at SICPA’s Medical Marijuana Pilot Program - Julien Zanchi, SICPA/Meyercord

2:45 p.m. – 3:45 p.m. Concurrent Sessions

Comprehensive Model for Security in Today's World - Kathryn Salazar, Revenue Solutions Inc.
Changing the Refund Tax Fraud Landscape: How the ISAC and its Analyst Community of Practice Moves the Needle on the Identity Theft Threat - Kevin Cecco, IRS
Mobile Identity and Driver’s License Scanning Technologies - John Dancu, IDology
Solution Series Three – Leveraging Technologies to Create/Enable More Effective Business Processes - John Bace and Tiffany Dennen, Revenue Solutions, Inc.

4 p.m. – 5 p.m. Concurrent Sessions

IRS Safeguards and Cloud Solutions - Steve Matteson, IRS
Automating and Enhancing New Jersey's Statistics of Income Report and Dashboard - Roger Cohen, New Jersey
New Measures to Counter Tax Refund Fraud - Peter Isberg, National Payroll Reporting Consortium
How Identity Can Be Used as a Weapon to Fight Refund Fraud - Mark DiFraia, MorphoTrust USA

Tuesday, August 9

8:30 a.m. – 9:30 Concurrent Sessions

Security Summit: What the Future Holds - Doreen Warren, Idaho (Posted to the private pages of TaxAdmin.org)
Data-Driven Compliance Decisions - Matthew Donahue, Oliver Wyman
The Future of Taxpayer Self-Service - Jason Woodcock, Revenue Solutions Inc.
Lodging Taxation and Beyond – State Taxation in the Sharing Economy - Kevin Milligan, Pennsylvania

Click here for an additional handout

9:45 a.m. – 10:45 Concurrent Sessions

Proactive Planning and Implementation of a Personal Income Tax Fraud Investigation Unit - Meggan Swisher, Pennsylvania
New FTA System to Facilitate State and Industry Exchanges - Terry Garber, FTA
New York’s Approach to Electronic Tax Collections and the Millennials - Andrew Morris, New York, Holger Ebert, Wells Fargo, and David Natelson, First Data
Solution Series Four - Pre-Acceptance Information Return Matching and Biometric Identity Authentication - Thomas Van de Merlen, FedCentric Technologies

1:30 p.m. – 2:30 Concurrent Sessions

Recovering Refund Fraud Monies: A Plan for Action - Tim Lessard, Minnesota, and Eric Inkrott, Green Dot
Development of a Compliance Initiative to Address Electronic Sales Suppression - Will Hartman, Adam Hovne & Panel, Pennsylvania
Changing the Refund Tax Fraud Landscape: How the ISAC and its Analyst Community of Practice Moves the Needle on the Identity Theft Threat - Kevin Cecco, IRS
Solution Series Five – Fraud: What We Don’t Know Can Hurt Us - Peter Arena, ASR Analytics

2:45 p.m. – 3:45 Concurrent Sessions

Government Use of Blockchain to Collect Taxes - Richard Ainsworth, Boston University
How Service Design Can Transform the Taxpayer Experience - Michael Kelly and Linda Pulik, Accenture Federal
Technological impact of an Integrated Tax Processing System - Zaharadeen Garuba, Cook County (Illinois) Department of Revenue
Solution Series Six – Understanding Big Data and Business Tax Compliance Issues: More is Not Better, But Different Is… - Cynthia Caskey and Steve Lappenbusch, LexisNexis Risk Solutions

4 p.m. – 5 p.m. Concurrent Sessions

Indiana's Fraud Program: Getting the Good Ones Out and Stopping the Bad Ones - Matt Ogden and Tom Lorek, Indiana
Sales Tax Desk Review - Expanding Compliance Tools to Address Sales and Use Tax Non-Compliance - Steve Kinsinger, Pennsylvania
Basics of XML and Its Use in Modernized e-File - Terry Garber, FTA
Transitioning From Encoded Data to OCR - Jeff Hancock and Roger Sharritt, Indiana

Wednesday, August 10

8:30 a.m. – 9:30 a.m. Concurrent Sessions

Collaboration in Creating a State-of-the-Art Call Center - Julie Magee, Alabama, and Tim Shields, SourceHOV
New E-Standards Development Update - Terry Garber, FTA and Robert Anuszewski, IRS
Secure Data Transfers: Updates to Operations & Requirements and Impact on the Security Summit - Rod Sterling, IRS

9:45 a.m. – 10:45 a.m. Concurrent Sessions

Why There Are No Identity Frauds in Finland - Timo Laukkenan, Finland
Digital Age Strategies - Matthew Donahue, Oliver Wyman
Enhancing the Customer Experience Using Technology, Agencies and Payroll Providers Working Together - Charles Collins and Donna Muccilli, ADP