Bank & Capital Market Tax Institute 2022 | ALM Media Properties, LLC. | 9 November 2022 | Disney's Yacht Club Resort, 1700 Epcot Resorts Blvd, Orlando, FL 32830 USA

Each year more than 300 bank tax professionals converge for 3 days of access to world-class speakers, their colleagues and the industry’s leading solutions providers. As we gather back in person, bank tax professionals can look forward to the highly technical information and timely insights that they have come to expect from this event.

Back by popular demand, several of our sessions will feature perspectives from CPA Firms, Law Firms, and senior tax professionals from banks and financial institutions. This 360 approach will provide a more rounded analysis of the current state of the industry.

2022 Speakers

Marco A. Palumbo
Partner, Ernst & Young LLP

Jonathan A. Sambur
Partner, Eversheds Sutherland (US) LLP

Walter B. Doggett III
Head of Tax, Arvest Bank

Michael Bernier
Partner, Financial Services, Indirect Tax, Ernst & Young LLP

Jared B.Goldberger
Partner, Mayer Brown

Erika Bonner
Partner, Ernst & Young LLP

Coksun Cavusoglu
Principal, Ernst & Young LLP

John Cederberg, CPA
Principal, John E. Cederberg, CPA

Shelly Cleveland
Senior Tax Director and the Director of Accounting Operations, BOK Financial

Ron Copher
CFO, Glacier Bancorp, Inc.

Colleen Delger
VP and Tax Manager, Banner Bank

Chris Dobson
Principal, EY

Patrick Egan
Director, Tax Planning, New York Community Bancorp

Adrian Fenton
Asset Servicing Managing Director, Bank of New York Mellon

Ted Friedman
Partner, Eversheds Sutherland

Herschel Frierson
Strategic Networks Leader, Crowe LLP

Mike George
Managing Director, Business Tax Services, KPMG LLP

Cheryl Gilreath
Chief Tax Officer & Executive Vice President, Huntington

Sarah Gleason
Senior Manager, New York Financial Services Global Banking Tax, KPMG LLP

Anita Goebel
Partner, Business Tax Services, KPMG LLP

Natalie Hennessy
Head of Private Bank Business Tax Advisory, Citibank

Mark Herzinger
Partner, Baker Tilly US

Justin Horst
Chief Financial Officer, Pinnacle Bancorp, Inc

Michael Keil
Senior Manager, Crowe LLP

Susan Kelley
Director, FORVIS

Julia Lagun
Senior Vice President & Head of Tax, Comerica Bank

Liz L’Hommedieu
Principal, Washington National Tax, KPMG LLP

Bruce Lowry
Senior Vice President, Tax Counsel & Chief Tax Officer, Western Alliance Bancorporation

Geoffrey M.Collins
Partner, Mayer Brown

Diana Miller
VP, Director of Tax, Signature Bank

Matthew Mosby
Partner, Washington National Tax, KPMG LLP

Susanne Marie Muller
Executive Director and Senior Tax Counsel, UBS

Anthony Pasternak, CPA
Partner, FORVIS

Mark Price
National Tax Principal, Banking & Finance, KPMG LLP

Andrew Prior
Managing Director, Washington National Tax Services Tax Policy Services, PwC

Don Roveto
Partner, Deloitte Tax LLP

Jennifer Sanders
Partner, FORVIS

Raj Sanghera
Tax Director, M&T BANK

Lynn Sedwick
Partner, Tax Services, RSM

Paul Sirek
Partner, Eide Bailly LLP

Robert Strand, CPA
Vice President and Senior Economist, American Bankers Association

Tyler Tellesbo
Managing Director, Business Tax Services, KPMG LLP

David Thornton
Partner, Crowe LLP New York

Jeremy Uhl
Senior VP of Finance, Security National Bank

Heather Wallace
Partner, FORVIS

Tony Welburn
Partner, Business Tax Services, KPMG LLP

2022 Sponsors

PREMIER SPONSORS:
• Forvis
• PwC

DIAMOND SPONSORS:
• Crowe
• Eversheds Sutherland
• KMPG

GOLD SPONSORS:
• Deloitte
• Eide Bailly
• Grant Thornton

SILVER SPONSORS:
• EY
• Foss & Company
• Mayer Brown
• Miller Nash

ROUNDTABLE SPONSOR:
• Bakertilly

RECEPTION SPONSOR:
• Forvis

LUNCH SPONSOR:
• Forvis

LANYARD SPONSOR:
• EY