72nd Midyear Conference 2022 | Tax Executives Institute, Inc. | 20 March 2022 | Grand Hyatt Washington, 1000 H St NW, Washington, DC 20001, USA

For the second time in TEI history, registrants will have the option to attend the conference in person or remotely, with access to sponsors, networking opportunities, and more via either option.

The in-person portion of the conference will take place at the Grand Hyatt in Washington, DC, and will coincide with this year’s National Cherry Blossom Festival! We look forward to seeing you, our speakers, and sponsors in person.

Registrants who opt to attend the conference remotely will be treated to a robust virtual conference experience. Remote attendees have the opportunity to view the conference sessions over our virtual platform, interact with our speakers on a real-time basis, visit virtual booths and have video chats with our sponsors, and network with other remote and in-person attendees. Moreover, both in-person and remote attendees will receive on-demand access to recorded sessions after the conference.

2022 Speakers

Mitchell S. Trager
International President

Kevin M. Jacobs
Alvarez & Marsal Taxand, LLC

Brian P. Kaufman
TEI Vice President, Region IV - Vice President, Tax Audits & Tax Counsel, Capital One Financial Corporation

Marji Gordon-Brown
Vice President, Associate Tax Counsel, MacAndrews & Forbes Incorporated

Kyle O. Sollie
Partner, Reed Smitth LLP

Raymond Freda
Managing Director, Andersen

Michell Rodriguez
Costco Wholesale Corp.

Joe Garrett
Deloitte Tax LLP

Clark Calhoun
Senior Associate, Alston & Bird

Jessica Morgan
Ernst & Young LLP

Peter Waterstreet
VMWare, Inc.

Cliff A. Mangano
TEI Houston Chapter

Julia Lagun
Member, TEI's Federal Tax Committee and SVP, Corporate Tax Director, Comerica

Walter B. Doggett, III
Executive Tax Director, E*TRADE Financial Corporation

David Pope
Partner, Baker McKenzie

Jennifer S. White
Partner, Reed Smith LLP

Linda S. Kim
Director, Taxes, Head of Tax| Member, TEI's Executive Committee, Infinite Electronics, Inc.

Natalie Friedman
Manager, Strategic Tax, Charter Communications

Daniel De Jong
Senior Manager, KPMG LLP

Stephen Kranz
Partner, McDermott Will & Emery LLP

Lindsay LaCava
Partner, Baker McKenzie

Marcus S. Shore
Vice-Chair, TEI's Federal Tax Committee | Dominion Energy Services, Inc.

Jessie A. Eisenmenger
Senior Manager - State Tax Policy, Amazon.com, Inc.

Ferdinand Hogroian
State and Local Tax Director, PricewaterhouseCoopers LLP

Morgan Scarboro
Manager, Tax Policy & Economist, Multistate Associates

Susan L. Curley
Ingram Industries

Stephen Dunphy
VP, Tax Operations, Ross Stores, Inc.

George Wong
Ernst & Young LLP

John L. Schoenecker
Counsel, U.S. Senate Committee on the Judiciary

Josephine L. Scalia
Treasurer, Tax Executives Institute, Nestle Health Science

Quyen Huynh
Principal, Washington National Tax-International, KPMG LLP

Scott Stewart
Mayer Brown LLP

Robert L. Howren
Aveanna Healthcare

Jeffrey Friedman
Partner, Eversheds Sutherland (US) LLP

Leah Durner
Principal, KPMG

Richard Pomp
University of Connecticut, School of Law

Mary R. Jones
Director, Benefits Taxation, Microsoft Corporation | Vice-chair, TEI's Federal Tax Committee, Microsoft Corporation

Katrina H. Welch
NA Director of Tax, Gordon Food Service

Wayne A. Hamilton
VP, Specialty Tax, Walmart Inc.

Natalie Runyon
Thomson Reuters

Cannon-Marie Green
Diversity & Inclusion Leader - Practice Lead, State Tax - Direct Tax, Bloomberg Tax & Accounting

Jason Weinstein
Chair, TEI's Tax Reform Task Force, Amazon.com, Inc.

Chris P. Anderson
Meta Platforms, Inc.

Paul Heller
Managing Director, Taxation, Royal Bank of Canada

MODERATORS:

Alexandra Minkovich
Former Associate Tax Legislative Counsel, U.S. Department of the Treasury

Robert Russell
Attorney at Kostelanetz & Fink, LLP

George L. Salis
Principal Economist & Tax Policy Advisor, Vertex, Inc.

Robert J. Kovacev
Partner, Norton Rose & Fulbright LLP

Matthew D. Lerner
Partner, Sidley Austin LLP

Diane Stogiannes
Partner, DST Advisory Group Inc.

Jack Small
Partner, Dixon Hughes Goodman LLP

Maria P. Eberle
Partner, Baker McKenzie

J. Brian Davis
BakerHostetler LLP

David Farhat
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Reed Kirschling
Deloitte Tax LLP

Jennifer Breen
Morgan, Lewis & Bockius LLP

Al Cappelloni
RSM US LLP

Ellen McElroy
Eversheds Sutherland (US) LLP

Joshua Wu
Latham & Watkins LLP

Charles R. Bogle
Morgan, Lewis & Bockius LLP

Russell E. Nance
Mayer Brown LLP

Liz Cha
Eversheds Sutherland (US) LLP

Laura Gavioli
Partner, Alston & Bird LLP

Amanda M. Leon
Caplin & Drysdale, Chartered

Leah Robinson
Partner, Mayer Brown LLP

Lori McLaughlin
Crowe LLP

Alexander Reid
BakerHostetler LLP

Kimberly Eney
Morgan, Lewis & Bockius LLP

Scott Peterson
Vice President of U.S. Tax Policy and Government Relations, Avalara

Robert C. Morris
Co-Head of Tax, United States, Norton Rose Fulbright LLP

B. Chase Wink
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Joe M. Calianno
Andersen

Damien Boudreau
PricewaterhouseCoopers LLP

Gary D. Sprague, J.D.
Partner, Baker McKenzie

Nathan Clukey
Tax Partner, Sidley Austin LLP

Shelby Ford
Crowe LLP

Jason Massie
MASSIE R&D Tax Credits, LLC

Michael S. Lebovitz
Partner, Mayer Brown LLP

David J. Fischer
Crowell & Moring LLP

William R. Skinner
Fenwick & West LLP

Rene' Blocker
Practice Lead, Indirect Taxes, Bloomberg Tax & Accounting

Mary "Handy" B. Hevener
Partner

Veena K. Murthy
Crowe LLP

Kristen Bauer
Tax Controversy Lead, Stripe, Inc.

Bradley Pees
Lead Tax Controversy, Nestlé USA

Herschel Frierson
Strategic Networks Leader, Crowe LLP

Devon M. Bodoh
Weil Gotshal & Manges LLP

Maximilian Pakaluk
Andersen

Abraham N. Shashy, Jr.
King & Spalding LLP

Christina N. Edwall
Deloitte Tax LLP

Nick Frank
Bloomberg Tax & Accounting

John Cardone
RSM US LLP

Paul D. DeNard
PricewaterhouseCoopers LLP

Starling Marshall
Partner, Crowell & Moring LLP

2022 Sponsors and Partners

EXCLUSIVE AFFINITY PARTNER:
• Thomson Reuters

PLATINUM SPONSORS:
• ADP
• Andersen
• Avalara
• Baker McKenzie
• Bloomberg Tax & Accounting
• Crowe
• CSC
• Deloitte
• Eversheds Sutherland
• EY
• KMPG
• Massie
• Mayer Brown
• PwC
• RSM
• Vertex

GOLD SPONSORS:
• Experian Employer Services
• Forte
• Insight Software
• Latham&Watkins
• Morgan Lewis
• Skadden
• DHG

SILVER SPONSORS:
• A&M
• Baker Hostetler
• Crowell Moring
• Synergi Partners
• DST
• ReedSmith
• Sidley
• StepUp
• Weil

BRONZE SPONSORS:
• Alston&Bird
• BlankRome
• DLA Piper
• Holland & Hart
• Ivins Phillips Barker
• King&Spalding
• Miller&Chevalier
• Morrison Foersters
• Norton Rose Fulbright
• OSLER
• Troutman Pepper
• TruePartners Consulting