Tax Technology Seminar 2023 | Tax Executives Institute | 24 April 2023 | Hilton San Diego Bayfront, 1 Park Blvd, San Diego, CA 92101, USA

The importance of a nimble tax function is invaluable. Your team needs to operate seamlessly with tight controls, streamlined data integrity, and effective collaboration and communication regardless of physical location. provides a forum for tax professionals to share ways to effectively address these pressing needs.

Participants in this seminar will learn about the latest developments in tax technology and automation that help tax professionals tackle a landscape of evolving markets, complex operations, and rapid business changes. These important topics will be addressed in the context of the evolution of tax technology, which has never been more relevant as companies prepare for the future.

The 2023 seminar is designed this year’s seminar to facilitate the interactivity, engagement, and networking opportunities that have made our prior seminars successful. The Seminar is packed full of tax technology transformation topics and will feature an exhibit hall where members can learn about new tax technology tools. We have built-in ample time and opportunities for you to connect, engage, and network with your peers, fellow tax tech enthusiasts, the experts, and vendors - with receptions, extended break times, and a members-only discussion forum – all within the program.

2023 Speakers

Amit Ringshia
Principal, Tax Ignition, KPMG LLP

Kelvin Ramirez
Senior Tax Director, Informatica, Llc

John Tang
PricewaterhouseCoopers LLP

Katherine Miller
Director - Tax Reporting & Strategy, Pricewaterhouse Coopers Llp

Jessica Ponzo
Manager, Tax Technology, Wesco Distribution Inc.

Phil Gaeta
RSM US LLP

Michael Charette
Partner, Corporate Tax and Technology, RSM US LLP

John Ihne
RSM US LLP

John Hung
Deloitte Tax LLP

Kyle Fox
Tax Manager, Lynden, Inc.

Martin Lopez
Deloitte Tax LLP

Aimee Gustafson
Deloitte Tax LLP

Nick Panko
Vice President, CFO Services

Belinda Buvens
Senior Director, NA Indirect Tax & Global Tax Technology, Procter & Gamble Inc.

Justin Femmer
Partner, Tax Reporting & Strategy, PricewaterhouseCoopers LLP

Laura Webb
Tax Director, NetApp, Inc.

Courtney Archer
BDO USA, LLP

Spencer Orlin
Experienced Senior Associate, BDO USA, LLP

David Magarian
Thomson Reuters

Andrea Loffert
BDO USA, LLP

Cheria Coram
Senior Manager, Tax Data Enablement, Starbucks Coffee Company

Mark Guevin
Senior Manager, Crowe LLP

Eric Williams
Manager, CSC Corptax

Danielle Beluch
Director, Global Tax Technology Operations & SAP S/4 Hana Tax Leader, The Chemours Company

Nicholas Frank
Product Lead, Bloomberg Industry Group (bloomberg Tax)

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

Alexis Bergman
Director, Baker Tilly US

John P. Bennecke
Managing Director, Baker Tilly US

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

Mark Gasbarra
National Managing Director, Forte International

Kate Riemersma
Deloitte Tax LLP

Benjamin Barudin
DIRECTOR, Deloitte Tax LLP

Jack Fick
Tax Director, CTO, 48forty

Mark Pociask
Manager, Tax Accounting and Risk Advisory Services, Grant Thornton Llp

Balaji X. Ganapathi
Director - Advanced Analytics and Innovation, Pricewaterhouse Coopers Llp

Jordan Hensel
PricewaterhouseCoopers LLP

Laura Grealish
Senior Manager, Ernst & Young LLP

Mark El'Atrache
Senior Manager, Ernst & Young LLP

Andrew MacIsaac
Alteryx, Inc.

Kelly Necessary
Forvis LLP

Matthew Brown
Forvis LLP

Josh Johnson
Thomson Reuters

Jessica Liu
Ernst & Young LLP

Joseph Fusco
Manager, Tax Technology & Transformation, Ernst & Young LLP

Kent Pham
Deloitte Tax LLP

Shonda Bajorek
Deloitte Tax LLP

Josh Ingalls
Deloitte Tax LLP

Haniya Mian
Partner/principal, Ernst & Young LLP

Mark Tucker
Senior Manager - Tax Technology and Transformation, Ernst & Young LLP

John Barnes, Jr
Sr. Director, Transaction Tax, T-Mobile USA, Inc.

Dan O'Hare
PricewaterhouseCoopers LLP

Sandeep Mishra
KPMG LLP

Angelo d'Angelo
KPMG LLP

2023 Sponsors and Partners

EXCLUSIVE AFFINITY PARTNER:
• Thomson Reuters

PLATINUM:
• Bloomberg Tax & Accounting
• Crowe
• CSC
• Deloitte
• EY
• Forvis
• KMPG
• PwC
• RSM
• Vertex

GOLD:
• Forte
• Sovos

SILVER:
• Avalara
• GrantThornton
• InsightSoftware