73rd Midyear Conference 2023 | Tax Executives Institute | 19 March 2023 | Grand Hyatt Washington, 1000 H St NW, Washington, DC 20001, USA

This year’s Midyear Conference is a must-attend event for tax professionals at all levels – featuring multiple, dedicated tracks of substantive programming, and a range of plenary and concurrent sessions. Topics include U.S. federal, international, and state taxation, IRS administrative affairs, Canadian taxes, tax policy updates, tax technology developments, financial reporting, and corporate tax management.

2023 Speakers

Stephen Anderson
Legal Counsel - Tax, Nestle

Eric M. Anderson
Managing Director - Salt, Andersen

Barbara M. Angus
International Tax Counsel, Ernst & Young LLP

Joan C. Arnold
Partner, Troutman Pepper Hamilton Sanders LLP

Robert Bahash
General Manager, Corporates, Thomson Reuters

Rebecca Balinskas
of Counsel, Morrison & Foerster LLP

Aditi Banerjee
Vice President & Corporate Counsel, Prudential Financial, Inc.

Chris Bartell
Managing Director, Forvis LLP

Barton Bassett
Partner, Morgan, Lewis & Bockius Llp

Kristen Bauer
Tax Controversy Lead, Stripe, Inc.

E. Ray Beeman
Principal, Ernst & Young LLP

Jennifer Benda
Partner, Holland & Hart LLP

Brian Billett
Senior Director, CSC Corptax

Peter H. Blessing
Internal Revenue Service

Damien Boudreau
PricewaterhouseCoopers LLP

Colleen C. Brown
Global Leader Transfer Pricing/u.S. Tax Director, Barrick Gold Corporation

Jessica Brown
Ernst & Young LLP

Randy Buchanan
Partner, Eversheds Sutherland LLP

Kent Cain
Vice President of Global Taxation, DZS, Inc.

Joseph Calianno
Managing Director, Andersen

Joe Carr
Managing Director, Deloitte Tax LLP

Katherine C. Castillo
Retired

Elizabeth S. Cha
Counsel, Eversheds Sutherland LLP

Henry Cheng
Associate, DLA Piper LLP (US)

Shirley Chin
VP, Tax, Sunrun Inc.

Aruna Chittiappa
Senior Associate, Pillsbury Winthrop Shaw Pittman LLP

Chia-Yi Chua
Partner, McCarthy Tetrault

William Colgin
Partner, Holland & Hart Llp

Ashby T. Corum
Managing Director / Federal Tax Partner, KPMG LLP

Susan L. Curley
Tax Director, Ingram Industries Inc.

Ronald A. Dabrowski
KPMG LLP

J. Brian Davis
Partner, BakerHostetler

Thomas M. DeMetrovich
Managing Director, Crowe LLP

Mary Duffy
Managing Director, Andersen

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

Cindy M. Duquette
Director of International Tax, LiveRamp, Inc.

Jamie Eagan
Vice President, Product Management of Longview Products at Insightsoftware, Insightsoftware

Sandhya Edupuganty
VP, Tax and Treasury, E2open

Jack W. Fick
Tax Director

Miriam L. Fisher
Partner, Latham & Watkins LLP

Lisa Fitzpatrick
President, Bloomberg Tax & Accounting

David Flores
Director, Baker Tilly US

Shelby Ford
Tax Partner - R&D Tax Credit Practice Leader, Crowe LLP

Trisha Fortune
Principal, Ryan LLC

Natalie Friedman
Senior Manager, Tax, Charter Communications, Inc.

Herschel Frierson
Strategic Networks Leader, Crowe LLP

Mark Gasbarra
National Managing Director, Forte International

Imke Gerdes
Partner, TAX, Baker McKenzie

Laura Gheorghiu
Partner, Gowling WLG International Limited

Lucas Giardelli
Partner, Mayer Brown LLP

David Gillman
Vice President - Tax, Telephone & Data Systems, Inc.

Armando Gomez
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

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

Tom K. Gottfried
Managing Director, Valuation Research Corp

Thomas Greenaway
Managing Director, KPMG LLP

Raymond Grove
Vice President, Product Management, Indirect Tax, Thomson Reuters

De Lon Harris
Senior Advisor, Tax Resolution Strategies, Tax, Skadden, Arps, Slate, Meagher & Flom Llp

Scott A. Harty
Partner, Alston & Bird Llp

Nancy Hawkins
Vice President Tax and Accounting Editorial, Thomson Reuters

Drew Hemmings
Partner, Baker Mc Kenzie

Mary Hevener
Partner, Morgan, Lewis & Bockius Llp

Michael J. Hilkin
Counsel, Mc Dermott Will & Emery Llp

Eric Homsi
Counsel, Crowell & Moring Llp

Matt Hunsaker
Partner, Baker Hostetler

Richard Wireman, Ii
Vice President - Tax, Principal

Walter Doggett, Iii
Head of Tax, Arvest Bank

Kevin Jacobs
Managing Director, Alvarez & Marsal Taxand, Llc

Matthew Johnson
Partner, Sidley Austin Llp

Mary Jones
Director, Benefits Taxation, Microsoft Corporation

Daniel B. De Jong
Senior Manager, Wnt – Salt, Kpmg Llp

Sharon Katz-Pearlman
Shareholder, Greenberg Traurig

Brian Kaufman
Vice President, Tax Audits & Tax Counsel, Capital One Financial Corporation

Charles Kearns
Counsel, Eversheds Sutherland Llp

Linda Kim
Director, Global Head of Tax, Infinite Electronics, Inc.

Kathleen King
Managing Director – Research Credit and Incentive Services, Alvarez & Marsal Taxand, Llc

Brian Kirkell
Principal - Washington National Tax, RSM US LLP

Kevin Kiyan
Managing Director, Andersen

Robert Kovacev
Member, Miller & Chevalier, Chartered

Dr. David A. Kovar
Strategic Partnership Development Leader, Bloomberg Tax & Accounting

Stephen La Garde
Ernst & Young Llp

Julia Lagun
Senior Vice President, Corporate Tax Director, Comerica Incorporated

Philip Laminack
Director, Forvis Llp

Matt Lerner
Partner, Sidley Austin Llp

Thomas v. Linguanti
Partner, Morgan, Lewis & Bockius Llp

Juan Sebastian Lleras
Deloitte Tax Llp

Christine Maddison
Partner, Reed Smith Llp

Graham Magill
Partner, Weil, Gotshal & Manges Llp

Betty Mak
Director, Tax, Maxar Technologies Inc.

Clifford Mangano

Edouard S. Markson
Partner, King & Spalding Llp

Patrick Marley
Partner and Co-Chair, Taxation, Osler, Hoskin & Harcourt Llp

Starling Marshall
Partner, Crowell & Moring Llp

Ellen Martin
National Tax Leader, Grant Thornton Llp

Jason Massie
Founder & President, Massie R&d Tax Credits

Sarah Mc Gahan
Associate, Washington National Tax, Kpmg Llp

Lawrence J. Mellon
Tax Director, Chief Tax Office, Vertex Inc.

Mark Mesler
Senior Counsel, Asbury Law Firm

Louis J. Mestier
Senior Director, Business Development and Tax, Cook Inlet Region, Inc.

Aline Milla
Ernst & Young Llp

Alexandra Minkovich
of Counsel, Baker Mc Kenzie

Wayne Monfries
Senior Vice President, Global Tax, Visa, Inc.

Robert Morris
Co-Head of Tax, United States, Norton Rose Fulbright Us Llp

Matt Movafaghi
Senior Vice President, CAC Specialty

Kelly Necessary
Partner, Forvis Llp

Mitchell A. Newmark
Partner, Blank Rome

Lionel B. Nobre
Vice President, Latin America Tax, Dell Inc.

Shawn R. O'brien
Partner, Mayer Brown Llp

Nolan Ogden
Partne, Corporate Compliance Leader, Pricewaterhouse Coopers Llp

Robert C. Ozmun
Tax Partner - Salt, Pricewaterhouse Coopers Llp

Joseph M. Pari
Partner, Weil, Gotshal & Manges Llp

Jean A. Pawlow
Partner, Latham & Watkins Llp

Bradley Pees
Director, Federal & State Tax Controversy, Nestlé USA, Inc.

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

Loren Ponds
Member, Miller & Chevalier, Chartered

Adam Quattlebaum
Partner, Forvis Llp

Leah Robinson
Partner, Mayer Brown Llp

H. David Rosenbloom
Caplin & Drysdale Chartered

Sharon A. Rosiak
Thomson Reuters

Hon. Eugene P. Rossiter
Chief Justice, Tax Court of Canada

Jonathan A. Sambur
Partner, Eversheds Sutherland Llp

Ms. Agnieszka E. Samoc
Vice President, Tax Counsel, Danaher Corporation

Ms. Josephine Scalia
Head of Tax, Nestlé Health Science

Adam Schrom
Product Lead, Bloomberg Tax & Accounting

Dave Schwartz
Senior Director, Rsm Us Llp

Lynn Sedwick
Tax Partner, Rsm Us Llp

Amish Shah
Partner, Holland & Knight Llp

Matthew Shaw
Head of Federal Tax Planning & M&A, Nestlé USA, Inc.

Marcus Shore
Tax Strategic Advisor, Dominion Energy Services, Inc.

James P. Silvestri
Director of Global Taxes, Impact.Com

Sachin Sinha
VP, Global Delivery

Michael A. Smith
Senior Director, Client Relations, ADP

Jennifer Snow
RSM US LLP

Kyle O. Sollie
Partner, Reed Smith LLP

Gary D. Sprague
Partner, Baker Mc Kenzie

Robert B. Stack
Managing Director, Deloitte Tax LLP

Hernan Stigliano
Managing Director, Deloitte Tax Llp

Diane Stogiannes
Partner, DST Advisory Group

Steve Suarez
Partner, Borden Ladner Gervais Llp

Wade Sutton
Principal, PricewaterhouseCoopers LLP

Anna Taylor
Deputy Managing Principal, Deloitte Tax LLP

Mitch Trager
Forvis LLP

Christine M. Turgeon
Partner, PricewaterhouseCoopers LLP

Sowmya Varadharajan
Director, Transfer Pricing, Crowe LLP

Wendy Walker
Solution Principal, Sovos Compliance

Peter Waterstreet
Senior Director, International Tax, VMware Inc.

Katrina Welch

Gavin A. White
Partner, Tax, Skadden, Arps, Slate, Meagher & Flom Llp

Gary B. Wilcox
Partner, Mayer Brown Llp

Joshua Wu
Counsel, Latham & Watkins LLP

Mr. Jamie C. Yesnowitz
Principal, State and Local Tax Leader, Washington National Tax Office, Grant Thornton Llp

Lisa Zarlenga
Partner, Steptoe & Johnson Llp

Eric Ziemann
Senior Manager—professional Services, CSC Corptax

2023 Sponsors and Partner

EXCLUSIVE AFFINITY PARTNER:
• Thomson Reuters

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

GOLD:
• CAC Specialty
• Forte
• Latham & Watkins
• Morgan Lewis
• Orion Innovation
• Skadden
• Sovos

SILVER:
• A&M
• Asbury
• Avalara
• Crowell
• DST
• Grant Thornton
• Insight Software
• MIller & Chevalier
• Reed Smith
• Step Up
• Weil

BRONZE:
• Alston & Bird
• Bakertilly
• Blankrome
• DLA Piper
• Foss & Company
• Holland & Knight
• Holland & Hart
• Ivins Phillips Barker
• King & Spalding
• McCarthy Tetrault
• McDermott Will & Emery
• Morrison Foerster
• Osler
• Pillsbury
• Troutman Pepper
• VRC
• Winston & Strawn