TEI 74th Midyear Conference 2024 | Tax Executives Institute | 17 March 2024 | Grand Hyatt Washington, 1000 H St NW, Washington, DC 20001, USA

Join us to discuss the latest guidance and other news regarding the ability of U.S. taxpayers to take a credit for foreign income taxes, including insights from Isaac Wood, Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

2024 Speakers

Dee Adewunmi
Senior Tax Director, RSM US LLP

Mary Alexander
Counsel, Vinson & Elkins

Christopher Anderson
Vice President, Global Tax Operations Leader, Meta Platforms, Inc.

Stephen Anderson
Legal Counsel - Tax, Nestle

Tom Andrews
Tax.com

Joan C. Arnold
Partner, Troutman Pepper Hamilton Sanders LLP

Anson Asbury
Founder & Managing Partner, Asbury Law Firm

Rebecca Balinskas
Of Counsel, Morrison Foerster

Susan Bauer
Director, Global Tax, Baker McKenzie

Nicole Bencik
Tax Managing Business Unit Partner, Crowe LLP

Daniel Berger
Lockton

Rene Blocker
Practice Lead, Indirect Taxes, Bloomberg Tax

Michele Borens
Partner, Eversheds Sutherland LLP

Damien Boudreau
North America Tas Leader, PricewaterhouseCoopers LLP

Kate Bowden
Director, Enterprise Solutions - Tax Technology, Avalara

Jennifer Breen
Partner, Morgan, Lewis & Bockius LLP

Tony Brown
Managing Director, Andersen

Joe Carr
Managing Director, Deloitte Tax LLP

Robb Chase
Partner, Eversheds Sutherland LLP

Aruna Chittiappa
Pillsbury

George Clarke
Partner, Baker McKenzie LLP

Bryan P. Collins
Managing Director, Andersen

Brian Corrigan
Principal, Baker Tilly US

Manal S. Corwin
Director, Centre for Tax Policy & Administration, OECD

Paul J. Crispino
Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

Thomas M. DeMetrovich
Managing Director, Crowe LLP

Stephen Dunphy
VP, Tax Operations, Ross Stores, Inc.

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

Sandhya Edupuganty
VP, TAX, E2open

David Farhat
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Greg Featherman
Partner, Weil, Gotshal & Manges LLP

Carina C. Federico
Partner, Crowell & Moring LLP

Julio Fernandez
Managing Director, RSM US LLP

Natalie Friedman
Senior Manager, Tax, Charter Communications, Inc.

Brian Gardner
Shareholder, Asbury Law Firm

Mark Gasbarra
National Managing Director, Forte International

Tim Gilbride
Senior Tax Manager, Nestlé

Zach Gladney
Partner, Alston & Bird LLP

Laurie Goldbach
Partner, Borden Ladner Gervais LLP

Drew J. Goldman
VP Capital Markets, Foss and Company

Armando Gomez
Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Marji L. Gordon-Brown
Vice President, Associate Tax Counsel, MacAndrews & Forbes Incorporated

Tom K. Gottfried
Managing Director, Valuation Research Corporation (VRC)

Howard E. Grindle
Global CTO, Institutional Shareholder Services Inc.

Andrea L. Gronenthal
Ernst & Young LLP

Christopher Gurley
Associate, Crowell & Moring LLP

Dana Hall
Partner, Service Offering Leader, National Tax Accounting Group (NTAG), Deloitte Tax LLP

Jessica Harger
Transaction Solutions, Aon

Anne Heffington
Managing Director, Riveron

Robert L. Howren
VP OF TAX
Aveanna Healthcare

Matt Hunsaker
Partner, BakerHostetler

Richard A. Husseini
Partner, Tax Disputes, Kirkland & Ellis LLP

Quyen Huynh
Principal, Washington National Tax, International Tax, KPMG LLP

Walter Doggett, III
Head of Tax, Arvest Bank

Kevin Jacobs
Managing Director, Alvarez & Marsal Tax, LLC

Michelle Jewett
Partner, Mayer Brown LLP

Nicole L. Johnson
Partner, Blank Rome LLP

Alfred Johnson
Co-Founder & CEO, Crux

John P. Orr, Jr
VP Tax, Equinox

Eli M. Katz
Partner, Latham & Watkins LLP

Sharon Katz-Pearlman
Shareholder, Greenberg Traurig

Brian Kaufman
VICE PRESIDENT, TAX AUDITS & TAX COUNSEL
Capital One Financial Corporation

Bob Keatinge
Of Counsel, Holland & Hart LLP

Michiel van Kempen
Partner, Loyens & Loeff

Michael J. Kerman
Partner, Mayer Brown LLP

Kathleen King
Managing Director – Research Credit and Incentive Services, Alvarez & Marsal Tax, LLC

Anu Koshal
Partner, McCarthy Tetrault LLP

Robert Kovacev
Member, Miller & Chevalier, Chartered

Rohit Kumar
Principal, PricewaterhouseCoopers LLP

Julia Lagun
Senior Vice President, Corporate Tax Director, Comerica Incorporated

Philip Laminack
Director, Forvis LLP

Rebecca E. Lee
Principal, International Tax Services, PricewaterhouseCoopers LLP

Matt Lerner
Partner, Sidley Austin LLP

Scott Levine (Invited)
Acting Deputy Assistant Secretary (INTERNATIONAL TAX AFFAIRS), The Department of the Treasury

Natan J. Leyva
Partner, Vinson & Elkins LLP

Thomas V. Linguanti
Partner, Morgan, Lewis & Bockius LLP

Brian R. Loss
Senior Technician Reviewer (CORPORATE), Internal Revenue Service

Christine Maddison
Partner, Reed Smith LLP

Clifford Mangano
DR.

Marie-Claude Marcil
Partner, Fasken

Susan Massey
VP of Legal Research, Blue J Legal Inc.

Jason Massie
Founder & President, MASSIE R&D Tax Credits

Watson McLeish
Senior Vice President, Tax Policy, U.S. Chambers of Commerce

Brian C. McManus
Partner, Latham & Watkins LLP

Mary McNulty
Partner, Holland & Knight LLP

Lawrence J. Mellon
Tax Director, Chief Tax Office, Vertex Inc.

Alexandra Minkovich
Of Counsel, Baker McKenzie

Mary Monahan
Partner, Eversheds Sutherland LLP

Andy Moon
Co-Founder & CEO, Reunion Infrastructure

Matthew Movafaghi
Senior Vice President, Tax Insurance Practice, CAC Specialty

Jose E. Murillo
National Tax Partner, Ernst & Young LLP

Mark L. Nachbar
Principal, National Tax, Ryan LLC

Dhananjay Nagalkar
Vice President, Product Management, Thomson Reuters

Maruti Narayan
Partner, DLA Piper

Lionel B. Nobre
Vice President, Latin America Tax, Dell Inc.

Shawn R. O'Brien
Partner, McDermott Will & Emery LLP

Douglas W. O'Donnell
Deputy Commissioner, Services & Enforcement (DCSE), Internal Revenue Service

Argi O'Leary
Principal, Ryan, LLC

Jeffrey H. Paravano
Tax Group Chair and Managing Partner, BakerHostetler

Joseph M. Pari
Partner, Weil, Gotshal & Manges LLP

Brad Pees
Director, Federal & State Tax Controversy, Nestlé USA, Inc.

Patrick Phillips
Principal, RSM US LLP

Mark Pociask
Managing Director, Tax Digital Consulting, Grant Thornton LLP

Loren Ponds
Member, Miller & Chevalier, Chartered

Sean Prince
Partner, Crowe LLP

Todd Reinstein
Tax Partner, Forvis LLP

Mark Rems
Principal and National Practice Leader, KPMG LLP

Sharon A. Rosiak
Tax Specialist Director - Manufacturing Sector, Thomson Reuters

Amber R. Salotto
Managing Director, Andersen

Agnieszka Samoc
Vice President, Tax Counsel, Danaher Corporation

Ken Savell
Bloomberg Tax

Adam Schaffner
Director, Product Marketing, Indirect Tax, Thomson Reuters

Adam Schaffner
Director of Product Marketing, Indirect Tax, Thomson Reuters

Mark Schneider
Associate Chief Counsel (Corporate), Irs Office of Chief Counsel, Internal Revenue Service

Paul Schockett
Of Counsel, Tax, Skadden, Arps, Slate, Meagher & Flom LLP

Todd Schroeder
Partner, Norton Rose Fulbright US LLP

Todd Schroeder
Partner, Norton Rose Fulbright US LLP

Susan E. Seabrook
Partner, Winston & Strawn LLP

Anthony V. Sexton
Partner, Kirkland & Ellis LLP

Jack Small
Forvis LLP

Kyle O. Sollie
Partner, Reed Smith LLP

Mimi Song
Chief Economist & GM, Exactera

Robert B. Stack
Managing Director, Deloitte Tax LLP

Diane Stogiannes
Partner, DST Advisory Group

Chris Streit
CCO, Tax Advisors Group Inc

Andrew C. Strelka
Counsel, Latham & Watkins LLP

Jordan Tamchin
Senior Vice President and Leader of The Tax Insurance Practice, CAC Specialty

Krishna Vallabhaneni
Tax Legislative Counsel, U.S. Department of the Treasury

Scott Vance
Associate Chief Counsel (Income Tax & Accounting), Irs Office of Chief Counsel, Internal Revenue Service

Guido Vinci
Partner, Mayer Brown

Katrina Welch
Vice President - Tax, Solera Holdings, Inc.

Robert H. Wellen
Partner, Ivins, Phillips & Barker, Chartered

Daniel Werfel
Acting IRS Commissioner, Internal Revenue Service

Curt Wimberly
Vinson & Elkins

Adriana Wirtz
Partner - Tax, Vinson & Elkins LLP

Isaac Wood
Attorney-Advisor, Office of Tax Policy, U.S. Department of the Treasury

Jamie Yesnowitz
Principal, State and Local Tax Leader, Washington National Tax Office, Grant Thornton LLP

Colleen Zeller
Partner, Ernst & Young LLP

Eric Ziemann
Senior Manager—Professional Services,CSC Corptax

2024 Sponsors and Partners

EXCLUSIVE AFFINITY PARTNER:
• Thomson Reuters

PLATINUM SPONSORS:
• ADP
• Andersen
• Bloomberg Tax
• CAC Specialty
• Crowe
• CSC
• Deloitte
• EY
• Eversheds Sutherland
• Forvis
• Grant Thornton
• KPMG
• Massie R&D Tax Credits
• Mayer Brown
• Morgan Lewis
• Pwc
• RSM
• Ryan Tax Firm
• Vertex Inc.
• Vinson & Elkins llp

GOLD SPONSORS:
• Baker Mckenzie
• Crux
• Forte
• Kirkland & Ellis
• Latham & Watkins llp
• Lockton
• Reunion
• Riveron
• Sovos
• Wolters Kluwer

SILVER SPONSORS:
• Tax
• Aon
• Asbury Law Firm
• Avalara
• Baker Hostetler
• BlueJ
• Crowell
• DST Advisory Group
• Exactera
• Fonoa
• Foss & Company Tax Credit Specialists
• Insights
• Miller & Chevalier
• Reed Smith
• Skadden
• Step Up
• Tax.com
• Tax Advisors Group
• Weil

BRONZE SPONSORS:
• Alston & Bird
• Bakertilly
• Bellus Ventures ITC
• BlankRome
• BLG Borden Ladner Gervais
• DLA Piper
• Fasken
• Greenberg Traurig
• Holland & Tart
• Holland & Knight
• Ivins Philips Barker
• King & Spalding
• Loyens Loeff
• McCarthy Tetrault
• McDermott Will & Emery
• Morrison Foerster
• Norton Rose Fulbright
• Pillsbury
• Sidley
• Troutman Pepper
• Vrc
• Winston & Strawn llp