52nd year, Bank & Capital Markets Tax Institute (BTI) 2017 | BankStocks.com | 1 November 2017 | Hilton Orlando Lake Buena Vista, 1751 Hotel Plaza Blvd., Lake Buena Vista, FL 32830, USA

Now in its 52nd year, Bank & Capital Markets Tax Institute (BTI) 2017 will continue to provide leading tax professionals from financial institutions with unmatched tools and resources to ensure you remain current on the ever-changing issues facing the industry. Essential updates will be provided on key industry topics such as General Banking, Community Banking, IRS Developments, GAAP, Tax and Regulatory Reporting, and much more.

2017 Conference Highlights Include:
• Implications of Federal Tax Credits and Tax Reform
• IRS Developments/Practices and Procedures
• Community Banking and S-Bank Updates
• Capital/Markets/Financial Services Industry Recent Tax Developments
• Updates in State and Local Taxation of Banks and Financial Institutions
• Tax and Regulatory Reporting/Bank Regulations Implications

2017 Speakers:

James Ahern
Tax Director-Capital Markets, Synchrony Financial

Ann Kamasky
Partner, Deloitte

Keith Anzel
Managing Director and Chief Tax Officer, Citigroup Global Markets Inc.

Trudie D. Kanter, CPA
Senior Manager, Crowe Horwath LLP

Thomas Brown
Founder & CEO, Second Curve Capital

John Keenan
Director, Deloitte

Jack Burns
Executive Director, EY

John P. Kinsella
Vice President, Tax Policy, American Bankers Association

John E. Cederberg, CPA
Principal

Elizabeth L’Hommedieu
Principal, Financial Institutions and Products, KPMG LLP

Sam Chen
Senior Manager, Financial Institutions and Products, KPMG LLP

Steve Levin
Senior Director, RSM

James Chessen
Executive Vice President & Chief Economist , American Bankers Association

Daniel Mayo
Principal, Financial Services, KPMG LLP

Randy J. Churchill, CPA
Director, Moss Adams LLP

Lynn McGuire
Partner, Crowe Horwath LLP

Nathan Clark
Partner, DHG LLP

Matt Mosby
Senior Manager, Financial Institutions and Products, National Tax, KPMG LLP

Ron Copher
CFO, Glacier Bancorp, Inc.

Susanne Muller
Executive Director, UBS AG – Group Tax

Lance Davis
Partner, BKD LLP

Colleen Delger, CPA
Vice President, Tax Manager, Banner Bank

Sarah Nold
Director, PricewaterhouseCoopers LLP

Paul DeNard
Managing Director, PricewaterhouseCoopers LLP

Bill O'Malley
Senior Director, RSM

Matthew DiDonato
Partner, Grant Thornton LLP

Pamela Olson
Deputy Tax Leader, PricewaterhouseCoopers LLP

Christopher Dobson
Partner/Principal , EY

Mark Price
Principal, Washington National Tax, KPMG LLP

Walter Doggett III
Vice President of Taxes, E*Trade Financial Corporation

Bill Reilly
Partner, Grant Thornton LLP

Patrick Egan
Senior Vice President, Corporate Tax, New York Community Bancorp

Ellen Rotenberg
Partner, Tax, PricewaterhouseCoopers LLP

Joshua Elliott
Partner, DHG LLP

Denise Schwieger
Principal, Pricewaterhouse Coopers LLP

Adrian Fenton
U.S. Tax Services Director, Asset Servicing, Bank of New York Mellon

Brett Scribner
Senior Vice President, Director of Tax, U.S. Bancorp

Dean M. Fischbeck
Senior Vice President, Bank of America

Paul A. Sirek, CPA, MBT
Partner, Financial Institutions Services Group, Eide Bailly LLP

Jared Forman
Principal, DHG LLP

David A. Thornton
Partner, Financial Institutions Tax Group, Crowe Horwath LLP

John Gimigliano
Principal-in-Charge, Federal Legislative and Regulatory Services, KPMG LLP

Jeremy Uhl
Vice President of Finance, Security National Bank

Francis Godfrey
Partner, BKD LLP

Heather Wallace
Partner, DHG LLP

James Goeller
Partner, Crowe Horwath LLP

James Goeller
Partner, Crowe Horwath LLP

Dan Gross
Senior Manager, Grant Thornton LLP

Anthony Welburn
Partner, KPMG LLP

David Henderson
Partner, DHG LLP

Aaron Wiegert
Partner, BKD LLP

Kristine Hoeflin
Partner, Moss Adams LLP

Clark Wulf
Executive Vice President, Corporate Tax Director, KeyCorp

Justin Horst
Chief Financial Officer, Pinnacle Bancorp, Inc.

Nikki Yarborough
Tax Partner, DHG LLP

2017 Sponsors:

DIAMOND SPONSOR
• Crowe Horwath

PLATINUM SPONSORS:
• DHG
• BKD

GOLD SPONSOR
• EY
• KPMG

SILVER SPONSORS
• Deloitte
• Grant Thorntorn
• Moss Adams
• RSM
• PwC

MEDIA PARTNERS
• Taxation and Regulation and Financial Institutions