6th Tax Compliance for Financial Institutions Conference 2017 | Marcus Evans | 8 November 2017 | DoubleTree Suites by Hilton Hotel New York City - Times Square, 1568 Broadway, New York, NY 10036, US

Professionals attending this premier marcus evans conference will not only gain a comprehensive understanding of tax updates and regulations involving CRS, FATCA, Chapters 3 and 4, and Country by Country reporting, but they will also have an opportunity to safeguard treaty benefits, to learn from real-world challenges and to prepare for upcoming uncertainties facing their institutions such as Brexit.

Participants will leave this conference with the newfound confidence to execute their knowledge at their respective institutions to ensure compliance and minimize risk while having developed meaningful relationships with clients and stakeholders.

2017 Speakers:

Dana Flynn
Director, Head of U.S. IRW, FATCA & QI Advisory, BNP Paribas

Kevin V. Sullivan
Managing Director & Tax Executive, Head of U.S. Information Reporting Advisory, Bank of America

Jake Braun
Managing Director, Tax Information Reporting & Withholding, Corporate Tax, BNY Mellon

Karan Mosley
Director, Information Reporting & Tax Withholding, Corporate Tax, Barclays Capital

Patricia Lopez
Senior Vice President, Tax Information Reporting, Finance & Risk Shared Services, Citi

Ellen Kandel-Burg
Executive Director, JPMorgan Chase

Christopher Liguori
Managing Director, State Street

Bill Holmes
Director, Data Solutions, Internal Revenue Service

2017 Sponsors:

• Private Banking
• Global Risk Community
• Global Banking & Finance Review
• Banking Technology
• CIO Review
• Financial IT