Bank & Capital Markets Tax Institute 2023 | ALM Events | 7 November 2023 | Disney's Yacht Club Resort, 1700 Epcot Resorts Blvd, Lake Buena Vista, FL 32830, US

The event sessions will feature perspectives from CPA Firms, Law Firms, and senior professionals from banks and financial institutions. This 360 approach will provide a more rounded analysis of the current state of the industry.

Who should attend:
• Accountant
• Attorney (Tax)
• Business Development
• Comptroller
• Consultant
• Chief Financial Officer (CFO)
• Internal Auditor Partner/Senior Manager
• Tax Advisor
• Tax Officer/Specialist
• Tax Research/Manager
• Treasurer
• Other Corporate Finance Management
• Administrator (Government)
• Commercial Bank
• CPA Firm
• Government
• Investment Bank
• Law Firm
• Online Bank
• Retail Bank
• Savings and Loans
• Technology / Software Industry Provider
• Consultant: Business / Finance
• Consultant: Other
• Academia/Non-Profit

2022 Past Speakers

PAST KEYNOTE SPEAKERS:

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

Holly Paz
Deputy Commissioner of LB&I, Internal Revenue Service

PAST SPEAKERS:

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

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

Erika Bonner
Partner, Ernst & Young LLP

Kevin Brown
Principal, Leader, Tax Controversy and Regulatory Services Pwc

Coskun Cavusoglu
Principal, EY

John Cederberg
Principal, John E. Cederberg, CPA

Shelly Cleveland
Director of Tax and Accounting Operations, BOK Financial

Geoffry Collins
Partner, Mayer Brown

Ron Copher
CFO, Glacier Bancorp

Colleen Delger
VP, Tax Director, Banner Bank

Chris Dobson
Principal, EY

Walter Doggett
SVP & Head of Tax, Arvest Bank

Patrick Egan
Director, Tax Planning, New York Community Bancorp

Adrian Fenton
Managing Director, BNY Mellon

Ted Friedman
Partner, Eversheds Sutherland

Herschel Frierson
Principal, Crowe LLP

Mike George
Managing Director, Business Tax Services, KPMG LLP

Cheryl Gilreath
Chief Tax Officer & Executive Vice President, Huntington

Sarah Gleason
Senior Manager, KPMG

Anita Goebel
Partner, KPMG LLP

Jared Goldberger
Partner, Mayer Brown LLP

Adam Golden
Managing Director, TaxSearch Inc.

Drew Goldman
VP Investments, Foss and Co

Eric Gonzaga
National Managing Principal, Human Capital Services, Grant Thornton

Natalie Hennessy
Head of Private Bank Business Tax Advisory, Citibank

Mark Herzinger
Partner, Baker Tilly LLP

Justin Horst
Chief Financial Officer, Pinnacle Bancorp Inc

Mike Keil
Senior Manager, Crowe LLP

Susan Kelley
Director, FORVIS

Julia Lagun
SVP, Corporate Tax Director, Comerica Bank

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

Bruce Lowry
Chief Tax Officer, Western Alliance Bank

Vicki Lyons
VP Corporate Tax, Fannie Mae

Diana Miller
VP, Director of Tax, Signature Bank

Matthew Mosby
Partner, Washington National Tax, KPMG LLP

Susanne Muller
Executive Director and Senior Tax Counsel, UBS

Ryan Nisle
Attorney, Miller Nash LLP

Marco Palumbo
Partner, EY

Anthony Pasternak
Partner, FORVIS

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

Andrew Prior
Managing Director, PwC

Ellen Rotenberg
Principal, PwC

Don Roveto
Partner, Deloitte Tax LLP

Jennifer Sanders
Partner, FORVIS

Raj Sanghera
Tax Director, M&T BANK

Lynn Sedwick
Tax Partner, RSM

Paul Sirek
Partner, Eide Bailly LLP

Kristen Smith
Washington National Tax Director, Grant Thornton

Gloria Sullivan
Managing Director, PricewaterhouseCoopers LLP

Tyler Tellesbo
Managing Director, Business Tax Services, KPMG LLP

David Thornton
Partner, Crowe LLP

Jeremy Uhl
Executive Vice President & CFO, Security National Bank

Heather Wallace
Partner, FORVIS

Tony Welburn
Partner, KPMG LLP