2017 FTA Annual Meeting
The Federation of Tax Administrators Annual Meeting is one-stop shopping for discovering the must-know trends in tax policy and law, for learning how to run operations more efficiently, for tips on how to deliver better tax administration services and for sharing ideas on improving compliance and management programs.
The event is geared toward senior management state tax administrators and private sector representatives with an interest in the policy, program or technology aspects of state tax administration.
Official Conference Agenda
2017 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:
General Session
Breakouts
- Legal
- Review of legal cases
Bruce Fort, Multistate Tax Commission Marilyn Wethekam, Horwood Marcus & Berk
- How to Address Your Tax Resolution Controversies, and Why You Should
Courtney Kay Decker, Director, Iowa Department of Revenue David Brunori, Quarles & Brady
- Marijuana implementation panel
Pat Oglesby, Center for New Revenue and former chief tax counsel of the Senate Finance Committee David Gau, Executive Director, California Board of Equalization Michael Heffernan, Commissioner, Massachusetts Department of Revenue Jim Morgan, Washington State Liquor and Cannabis Board
- Compliance
- Compliance Updates on Sales Suppression Audits and Audit Sampling
Mike Chertude, Washington State
- Multi-Genre Analytics and Advanced Pattern Detection in Compliance and Fraud Detection
Elaine Crutchly, Teradata
- A Peek Inside Collection Agencies - Charlie Helms, AllianceOne Receivables Management
- Using Predictive Analytics and Data to Enhance Accounts Receivable Management
Ted London, FICO
Tuesday
General Session
- Succession Planning: Framework for Employee Decision Making - Nonie Manion, Acting Commissioner, New York State Department of Taxation and Finance [Handout]
- How to Make the Most of Your Millennial Workforce (A Brief Primer)
Michael Zaydon and Anne Donovan, PricewaterhouseCoopers LLP
- FTA's Services Move Into the 21st Century: the State Exchange System and Beyond
Panel: Jonathan Lyon, FTA; Doreen Warren, Idaho Tax Commission; Ryan Minnick, FTA
- Save the Date for Nashville
David Gerregano, Commissioner, Tennessee Department of Revenue
Breakouts
- Technology
- Legal and Policy
- Panel: Quill, Then and Now
Kevin Sullivan, commissioner, Connecticut Andy Gerlach, secretary, South Dakota Nonie Manion, commissioner, New York Fred Nicely, COST Christine Mesirow, Ohio Office of the Attorney General Max Behlke, National Conference of State Legislatures
- Panel: Partnership Audits: Understanding and Dealing with the Change
Helen Hecht, Multistate Tax Commission, moderator Sue Leighton, Pennsylvania Nikki Dobay, COST Tracee Abel, Montana
- Panel: Challenges of the New (home-and-ride) Sharing Economy - Liz Malm, MultiState
Richard Cram, Multistate Tax Commission Steve Kranz, McDermott, Will and Emery
- Management
Wednesday
General Session
- Congratulations, You Have an ISAC. Now What?
Chairs, ISAC Partnership: Courtney Decker, Director, Iowa Department of Revenue; Todd Egaas, Internal Revenue Service; Mike Beebe, Internal Revenue Service; Bernie McKay, Intuit
- Reach Your Goals: Overcoming Obstacles under the Most Difficult Conditions
Helen Thayer, Author and Adventure Explorer
|