Corporate Actions Tax Seminar 2019 | Securities Industry and Financial Markets Association (SIFMA) | 13 December 2019 | SIFMA, 120 Broadway # 35, New York, NY 10271, USA
Venue
SIFMA
SIFMA, 120 Broadway # 35, New York, NY 10271, USA
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| Event Date | Fri Dec 13 EST (almost 5 years ago) |
| Location |
SIFMA
120 Broadway # 35, New York, NY 10271, USA |
| Region | Americas |
Details
This annual event will feature industry leaders discussing the latest regulatory requirements and challenges in the tax compliance and corporate action space. This event will feature interactive panel discussions including speakers from accounting firms, broker dealers, and industry clearing and vendor providers. Network with peers and receive the latest updates on Corporate Actions and Tax Requirements across the Financial Markets Industry.
Speakers
2019 Speakers
SPEAKERS:
Carly Byrd
Director, Global Tax Utility, Deutsche Bank AG
Fred Ceraso
Vice President, Tax Operations, Goldman, Sachs & Co.
Jonathan Jackel
Managing Director, Information Reporting & Withholding, Financial Services Organization, EY
Ellis Levy
Executive Director, Tax Counsel & Tax Planning, DTCC
Laurie Hatten-Boyd
Principal, Washington National Tax, KPMG
Ian DeSacia
Director, Asset Services Product Management, DTCC
Greggory Lewis
Director, Depositary, CSD & Issuer Services, GlobeTax
Alexandra Cruz
Senior Manager, Information, Reporting and Withholding, EY
Jamila Alkaifi-Hercules
Group Manager and Vice President, BNY Mellon
MODERATORS:
Justin O’Brien
Principal, EY
Andrew McNaughtan
Vice President, International Tax Operations, Morgan Stanley
PANELISTS:
David Bolner
Vice President, Regulatory Tax Compliance, Broadridge Financial Solutions
Gregory Cioffi
Executive Director, Corporate Tax Information Reporting and Withholding Group, JPMorgan Chase & Co.
Stevie D. Conlon
Vice President, Tax & Regulatory Counsel, Wolters Kluwer Financial Services
Siobhan Bolger
Director, Global Asset Services, Bank of America Merrill Lynch
Paul Martin
Executive Director, Product Manager, JPMorgan Chase & Co.
Geroldine Ortiz
Vice President, Tax Reporting, Policy & Compliance, Charles Schwab
Sponsors & Partners
2019 Sponsors and Partners
PLATINUM:
• Broadridge
• Globetax
• Wolters Kluwer
SPONSORS:
• EY
• E2e
SIFMA'S STRATEGIC PARTNERS:
• AWS Financial Services
• Broadridge
• Deloitte
• EY
• FICO
• Fidelity Clearing & Custody Solutions
• FIS
• Google Cloud
• Hearsay Systems
• IBM
• PwC
• Tata Consultancy Services