2023 TEI New England All Day Meeting

100 Cabot Street,Needham MA 02494

12 May, 2023

Description

All Day Meeting Date: May 12, 2023 Time: Registration & Breakfast starts at 7:30 AM and Presentations are from 8:30 am to 4:00 pm . CPE: This qualifies for 8 CPE/ CLE hours. Place: Sheraton Needham (100 Cabot Street, Needham, MA 02494) Cancellations must be made through Eventbrite by May 5, 2023 Event Details AGENDA 7:30 AM 8:15 AM Registration & Breakfast 8:15 AM 8:30 AM 0:15 Opening Remarks:Brendan Roche, N.E. Chapter President 8:30 AM 9:20 AM 0:50 Ed Cloaninger - Principal, Ryan Bowen - Sr Manager, Rebecca Chinian - Sr Manager - Deloitte: GloBE Rules: (Pillar) Two steps forward, one step back 9:20 AM 10:10 AM 0:50 John Bennecke - Partner - Baker Tilly: Tax Evolution & Automation to Implement or Optimize 10:10 AM 10:25 AM 0:15 Break 10:25 AM 11:15 AM 0:50 Tarra Curran - Partner, Ann Brown - Partner - CBIZ Don't Forget the SALT - Roundtable on Hot Topics 11:15 AM 12:05 PM 0:50 Herschel Frierson - Principal, Crowe: Diversity Equity & Inclusion - Assessing Tax’s Progress and Evaluating the Road Ahead Victor Sturgis - Partner & Chris McClure - Partner, Crowe: Embracing ESG and Identifying Ways Tax Departments Can Add Value 12:05 PM 12:45 PM 0:40 Lunch & Scholarship Presentation 12:45 PM 1:25 PM 0:40 Session 5: Keynote Speaker 1:25 PM 2:15 PM 0:50 Chad McPherson EY (Federal Tax), Brendan Crowley (EY), Jocelyn Murta (EY) and Heather Sundram (EY) - Panel Format: Current Developments Federal Taxes 2:15 PM 2:25 PM 0:10 Break & Raffle 2:25 PM 3:15 PM 0:50 Mary Ellen Robb - Sr Manager - CSC CORPTAX How Preparers, Reviewers, and Approvers Drive Business Value with Tax Technology 3:15 PM 3:30 PM 0:15 Break & Raffle 3:30 PM 4:20 PM 0:50 Tom Shevlin - Managing Director, Jerry Fish - Managing Director - Adam DoVale - Director SALT - Anderson: ASC 740 Hot Topics and Q2 SEC Updates 4:20 PM 4:30 PM 0:10 Closing Remarks Pricing (same as 2019- Inflation buster): Member- early registration (by 4/28/23): $175 Non-Member- early registration (by 4/28//23): $200 Member registration (after 4/28/23): $200 Non-Member registration (after 4/28/23): $225 Presenter: Free Member (retired or in transition): Free Statement on Covid-19: TEI New England Chapter is pleased to welcome the in-house tax community back to in-person events! TEI’s top priority is ensuring the health, safety, and well-being of our attendees. Participants must adhere to the COVID-19 guidelines published by the U.S. Centers for Disease Control and Prevention (CDC), as well as the state and local health authorities in the jurisdictions in which our events occur. Participants may not attend a Chapter Meeting if they feel unwell, have tested positive for COVID-19 within 10 days before the event, or have been in contact with someone who has tested positive for COVID-19 within 10 days before the event. By registering for this event, attendees affirm their commitment to comply with TEI’s in-person meeting guidelines. If you register, but cannot attend the event for these reasons, TEI will work with you to transfer your registration to another event or provide a full refund. To do so, please contact David Norman, Chapter Secretary, [email protected]. CPE Credit Information Tax Executives Institute is registered with the National Association of State Boards of Accountancy as a sponsor of “group live” and "group internet based" continuing professional education on the National Registry of CPE Sponsors (registry number 103086). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasba.org. For more information regarding administrative policies such as complaint and refund, call TEI at (202) 638-5601. Event: All Day Meeting Date: May 12, 2023 Delivery Method: Group Live (in-person) Prerequisites: None Program Level: Overview and Technical update Field of Study: International Tax, Federal Tax, State & Local Tax, Tax Accounting, Tax Technology, and DEI/ESG goals and reporting Objectives: To provide an overview and technical update on International Tax, Federal Tax, State & Local Tax, Tax Accounting, Tax Technology, and DEI/ESG goals and reporting Preparation: No advanced preparation required. CPE/CLE Credits possible: 8.0 CPE/CLE Credits possible: CPE/CLE requirements vary from jurisdiction to jurisdiction. TEI’s education programs are designed to meet NASBA standards and are generally accepted by CPE/CLE agencies across the United States. Registrants should check the rules in their own jurisdictions to ensure eligibility. Thanks to Quinton Cutler for planning this meeting SAVE THE DATES – Upcoming 2023-2024 TEI New England Chapter Meetings at the Sheraton Needham: --Dates are still TBD, but look for invites for the September meeting to go out in August --Please remember to renew your TEI membership Have a great Summer 2022-2023 Officers President - Brendan Roche Vice President - Anissa Owen Secretary - David Norman Treasurer - Patrick Davis Asst. Sec/Treas. - Quinton Cutler 2022 - 2023 Board of Directors 2021-2023 Term: Julia Owen, Anthony Paolillo, and Debbie Gangi 2022-2025 Term: Forrest Tiedeman and Alan Wolpert Chapter Representative - Maryanne Knott* Region III Vice President – Karen Miller* * Past President