Tax and Accounting Conference 2020 | Investment Company Institute (ICI) | 22 September 2020 | Virtual Event

With plenty of interactive opportunities, attending live is the best way to get the most out of the Tax and Accounting Conference. However, if you have a conflict, recordings of each session will be available the day after each session, and will be available for on-demand viewing.

Attendees will qualify for CPE credits and certificates will be sent after the conference.

SESSION HIGHLIGHTS
• Current SEC/fund accounting issues
• Domestic tax update
• Diversity and Inclusion Forum

2020 Speakers

FEATURED SPEAKERS:

Paul Schott Stevens
President and CEO, Investment Company Institute

Grace Perez-Navarro
Deputy Director, OECD Centre for Tax Policy and Administration

SPEAKERS:

Keith Lawson
Deputy General Counsel, Investment Company Institute

Joe Kauten
Senior Vice President and Treasurer, Ivy Investments

Karen Lau Gibian
Associate General Counsel, Investment Company Institute

Toai Chin
Head of Fund Accounting Policy, Vanguard, Chair, ICI Accounting/Treasurers Committee

Jonathan G. Davis
Vice President, Fidelity Investments, Chair, ICI Tax Committee

Matt Hinkle
Senior Vice President, Franklin Templeton Investments

Katie Sunderland
Assistant General Counsel, Investment Company Institute

Greg Smith
Senior Director, Fund Accounting and Compliance, Investment Company Institute

Toai Chin
Head of Fund Accounting Policy, Vanguard, Chair, ICI Accounting/Treasurers Committee

Lauren Davides
Managing Director, State Street

Thomas T. Kim
Managing Director, Independent Directors Council

Jonathan G. Davis
Vice President, Fidelity Investments, Chair, ICI Tax Committee

2020 Sponsors

PREMIERE SPONSORS:
• DFIN

BRANDED SPONSORS:
• Confluence
• TAXAND

PARTNERS:
• BNY MELLON
• Command Financial
• milestone group
• MUFG Investor Service
• NORTHERN TRUST
• STATE STREET
• Wolters Kluwer
• workiva