2016 BTI - Bank & Capital Markets Tax Institute
 
New Registration
Day 1 | November 2, 2016
8:00 am - 9:00 amRegistration & Continental Breakfast
8:30 am - 5:00 pmBank Tax Tutorial [More Info]
David A. Thornton, Partner, Financial Institutions Tax Group, Crowe Horwath LLP
Trudie D. Kanter, CPA, Senior Manager, Crowe Horwath LLP
8:30 am - 5:00 pm22nd Annual Community Bank Tax Workshop [More Info]
John E. Cederberg, CPA, John E. Cederberg, CPA
Justin Horst, Chief Financial Officer, Pinnacle Bancorp, Inc.
Paul A. Sirek, CPA, MBT, Partner, Financial Institutions Services Group, U.S. Bancorp
12:00 pm - 1:00 pmLunch
1:00 pm - 5:00 pmCapital Markets Workshop [More Info]
Mark Price, National Tax Leader, Banking & Capital Markets, KPMG LLP
Justin Weiss, Partner, KPMG LLP
Matt Mosby, Senior Manager, Financial Institutions and Products, National Tax, KPMG LLP
Beth A. Adams, SVP & Senior Director, Tax Planning, Key Bank
5:00 pm - 6:30 pmWelcome Cocktail Reception

Day 2 | November 3, 2016
7:00 am - 8:00 amContinental Breakfast
7:00 am - 5:00 pmRegistration Open
8:00 am - 8:05 amChairman's Opening Remarks [More Info]
Walter Doggett III, Vice President of Taxes, E*Trade Financial Corporation
8:05 am - 9:15 amMorning Keynote Address: The State of Banking [More Info]
Wayne A. Abernathy, Executive Vice President, Financial Institutions Policy, American Bankers Association
9:15 am - 10:30 amGeneral Banking Update [More Info]
Ellen Rotenberg, Partner, Tax, PricewaterhouseCoopers LLP
John P. Kinsella, Vice President, Tax Policy, American Bankers Association
Scott McCandless, Principal, WNTS Tax Policy Services, PricewaterhouseCoopers LLP
Moderator: Clark Wulf, Executive Vice President, Corporate Tax Director, KeyCorp
10:30 am - 11:00 amMid-Morning Break
11:00 am - 12:15 pmIRS Developments [More Info]
Michael P. Dolan, National Director of IRS Policies and Dispute Resolution, KPMG LLP
Elizabeth L’Hommedieu, Principal, Financial Institutions and Products, KPMG LLP
Steve Borman, Partner, Tax, KPMG LLP
Moderator: Brett Scribner, Senior Vice President, Director of Tax, U.S. Bancorp
12:15 pm - 1:45 pmLuncheon Keynote: 2016 Legislative Outlook [More Info]
Mel Schwarz, Partner, Director of Tax Legislative Affairs, Grant Thornton LLP
1:45 pm - 3:15 pmCommunity Bank TrackLarge Bank TrackSpecialty track
Community Banking Update [More Info]
David A. Thornton, Partner, Financial Institutions Tax Group, Crowe Horwath LLP
Sheryl Vander Baan, CPA, Tax Partner, Crowe Horwath LLP
Randy J. Churchill, CPA, Director, Moss Adams LLP
Moderator: Colleen Delger, CPA, Vice President, Tax Manager, Banner Bank
FSI - Recent Tax Developments [More Info]
Jack Burns, Executive Director, EY
Jay. J Klein, Principal, Pricewaterhouse Coopers LLP
Moderator: Keith Anzel, Managing Director and Chief Tax Officer, Citigroup Global Markets Inc.
Comp & Fringe Benefits Update [More Info]
Eddie Adkins, M.Acct., CPA, Partner, Washington National Tax Office and National Human Capital Services Tax Technical Practice Leader, Grant Thornton LLP
Daniel Gross, Tax Manager, Financial Services Industry Group, Grant Thornton LLP
Moderator: Walter Doggett III, Vice President of Taxes, E*Trade Financial Corporation
3:15 pm - 3:45 pmMid-Afternoon Stretch
3:45 pm - 5:15 pmCommunity Bank TrackLarge Bank TrackSpecialty track
S Corp Update [More Info]
Kevin F. Powers, CPA, Partner, Crowe Horwath LLP
Kathy Herbig, Tax Senior Manager, Crowe Horwath LLP
Justin Horst, Chief Financial Officer, Pinnacle Bancorp, Inc.
Moderator: Jeremy Uhl, Vice President of Finance, Security National Bank
M&A Update [More Info]
Nick Gruidl, Partner, Washington National Tax, RSM US LLP
Ronald Kolodkin, Partner, Tax Services, RSM US LLP
Moderator: Robert McCahill, CPA, National Tax Leader for Financial Institutions, RSM US LLP
Federal Tax Credits [More Info]
Mel Schwarz, Partner, Director of Tax Legislative Affairs, Grant Thornton LLP
Dustin Stamper, Director, Washington National Tax Office, Grant Thornton LLP
Brian Davey, Tax Director, Federal Tax, Financial Services, Grant Thornton LLP
Moderator: James Ahern, Tax Director-Capital Markets, Synchrony Financial
5:15 pm - 6:15 pmNetworking Cocktail Reception

Day 3 | November 4, 2016
7:30 am - 8:00 amContinental Breakfast
7:30 am - 12:00 pmRegistration Open
7:45 am - 8:45 amSALT Update [More Info]
Seth Davis, Partner, Tax Services, DHG
Cheryl Greer, Senior Manager, Tax Advisory Services, DHG
Mary L. Reiser, Director, State & Local Tax Services , BKG, LLP
Moderator: Walter Doggett III, Vice President of Taxes, E*Trade Financial Corporation
8:45 am - 10:00 amGAAP & Regulatory Update [More Info]
Charles Gengler, Partner, Financial Services Office, EY
Mazhar Wani, Partner, EY
Adam Hoyt, Manager, Financial Services Office , EY LLP
Moderator: Ron Copher, CFO, Glacier Bancorp, Inc.
10:00 am - 10:30 amMid-Morning Break
10:30 am - 12:00 pmCommunity Bank TrackLarge Bank TrackSpecialty track
Tax Hedging for Community Banks [More Info]
Randy J. Churchill, CPA, Director, Moss Adams LLP
Louise Hanson, CPA, Partner , Moss Adams LLP
Moderator: Colleen Delger, CPA, Vice President, Tax Manager, Banner Bank
Tax Accounting [More Info]
Nicolas P. Cotroneo, Lead Tax Partner, Deliotte Tax, LLP
Moderator: Walter Doggett III, Vice President of Taxes, E*Trade Financial Corporation
IRS Practice & Procedure Update [More Info]
Michael P. Dolan, National Director of IRS Policies and Dispute Resolution, KPMG LLP
Sharon Katz-Pearlman, Principal, KPMG LLP
Moderator: Dean M. Fischbeck, Senior Vice President, Bank of America
12:00 pm - 1:00 pmBarbeque Lunch
1:00 pm - 2:30 pmCommunity Bank TrackLarge Bank TrackSpecialty track
Partnership Update [More Info]
Jacob Wilkinson, Senior Manager, Tax Services, RSM US LLP
Moderator: Jeremy Uhl, Vice President of Finance, Security National Bank
Loan Workouts [More Info]
Ellen Rotenberg, Partner, Tax, PricewaterhouseCoopers LLP
Denise Schweiger, Pricewaterhouse Coopers LLP
Charlie Simulis, Pricewaterhouse Coopers LLP
Moderator: James Ahern, Tax Director-Capital Markets, Synchrony Financial
Information Reporting [More Info]
Sagun Vijayananda, Senior Manager, Deloitte
Moderator: Adrian Fenton, U.S. Tax Services Director, Asset Servicing, Bank of New York Mellon

New Registration