2017 Technology Conference and Exposition

Official Conference Agenda

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

Database Security - Confronting Unauthorized Access - John Moynihan, Minuteman Governance
Tax Agency Long-Term Modernization - Incrementally - Dan Clemence, Rhode Island
Security Summit Overview - Doreen Warren, Idaho and Theresa Rossi-Franzke, IRS

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

Using the Power of Data Analytics to Stop Cyber Threats and Understand Your Security Posture - Mike McFadden, FICO
Security Summit digital Security Update - Mike Anthony, IRS and Raja Sambandam, New Mexico
Multi-State Multi-Year Audits - Diane Tinney, Bloomberg BNA
Solution Series - FAST Enterprises The Future of State Tax Audit Programs - Joe Milack, FAST Enterprises

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

The Evolution of Fraud – Stolen Identity Refund Fraud - How the game has changed - Michael and Jennifer Hathaway, Certified Fraud and Forensic Investigations
Secure Data Transfers: Updates to Operations & Requirements - Rod Sterling, IRS
Implementing a Text Messaging Platform for Employee and Licensee Communication - Jennifer Wentworth, Mississippi
Efile Program Updates for 2017 - Robert Anuszewski, IRS

4 p.m. – 5 p.m. Concurrent Sessions

Federal Implementation of the Executive Order on Cyber Security - Mike Anthony, IRS
IRS Safeguards Updates - Steve Matteson and Megan Ripley, IRS
Transforming Audits: The Latest Shifts - Mike Wulfkuhle, RSI
Understanding Users and Stopping Criminal Activity - Julie Magee, Credit Karma

Tuesday, August 9

8:30 a.m. – 9:30 Concurrent Sessions

Income and Withholding Matching for Fraud Protection and Reconciliation - Erin Egan, Wisconsin
Short Term Rentals - Allen Atamer, Harmari by LTAS
The Importance of Change in a Time of Change - Jason Woodcock, Revenue Solutions Inc.
Data-Driven Case Selection to Improve Compliance - Stan Farmer, Pondera Solutions

9:45 a.m. – 10:45 Concurrent Sessions

Insider Threats at Tax Agencies - Deborah Pianko and Patrick Alcorn, SAS Institute Inc.
Digital Imperatives: Where are State Tax Agencies on the Path? - Paul Mee and Peter Regen, Oliver Wyman
Self-Service and Compliance Portals - Jim Hale, CGI
Solution Series - Revenue Solutions, Inc. Combating Refund Fraud: Recent Trends and Successful Prevention Techniques - Kevin Frisoli, Revenue Solutions, Inc.

1:30 p.m. – 2:30 Concurrent Sessions

FTA's State Exchange System - Ryan Minnick and Terry Garber, FTA
Verifying Prepaid Card Refunds - Pilot Year Results - Eric Inkrott, Green Dot
Using the Power of Data Analytics to Combat Refund Fraud and Sales Suppression - Ted London, FICO
Increase Revenue and Enhance Efficiency with Enterprise Excise Tax Architecture - Alex Spelman, SICPA

2:45 p.m. – 3:45 Concurrent Sessions

What is the IRS Identity Theft Refund Fraud Information Sharing and Analysis Center? - Andy Dziewulski and Patti Reid, MITRE Corporation
How your Revenue Agency Can Become Geospatially Enabled - David Salzer, Axiomatic
Streamlined Sales Tax Governing Board Central Registration and Schemas - Tim Bennett, Kentucky and David Kolb, Indiana
Robotics Process Automation and its Potential Uses in Tax Administration - John Doyle, Deloitte

4 p.m. – 5 p.m. Concurrent Sessions

Security Summit’s Information Sharing and Analysis Center (ISAC) Analyst Community of Practice - Industry and State CoP Members
ID Fraud Prevention Techniques That Use ID Data - Dave Kregness, Experian
Implementing Behavioral Messaging and Boosting Voluntary Tax Compliance Cost Effectively - Dave Duden and John Doyle, Deloitte
2017 - The Year Digital Identity Becomes the Weapon to Fight Tax Fraud - Mark DiFraia, MorphoTrust and Brenda Coone, Alabama

Wednesday, August 10

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

FTA's E-Services for State and City Revenue Agencies - Ryan Minnick, FTA
Revenue Administration at the State and Local Level: Sharing Best Practices - David Casey, RSI

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