All times listed are Eastern.
7:30 AM - 5:30 PM | Registration
7:30 AM - 8:30 AM | Networking Breakfast
8:30 AM - 4:45 PM | Bank Tax Tutorial Workshop
Speakers:Patrick Egan, Director, Tax Planning - New York Community Bancorp
12:00 PM - 1:00 PM | Networking Lunch
3:00 PM - 3:30 PM | Networking Break
Roundtable Sessions
5:00 PM - 6:00 PM
Roundtable B - ESG Developments & Considerations
Speakers:Diana Miller, VP, Director of Tax - Signature Bank
5:00 PM - 6:00 PM
Roundtable C - The Talent War
Speakers:Julia Lagun, Senior Vice President & Head of Tax - Comerica Bank
6:00 PM - 7:00 PM | Welcome Reception
9:00 AM - 10:15 AM | General Banking Update
10:15 AM - 10:45 AM | Mid - Morning Break
12:00 PM - 1:30 PM | Networking & Keynote Luncheon: Capital Hill Update
1:30 PM - 3:00 PM
FSI Update
Speakers:John Kinsella, Vice President, Tax Policy - American Bankers Association
1:30 PM - 3:00 PM
Taxation of Derivatives
Speakers:Natalie Hennessy, Head of Private Bank Business Tax Advisory - Citibank
3:00 PM - 3:30 PM | Mid - Afternoon Break
5:00 PM - 6:00 PM | Networking Reception
7:30 AM - 8:00 AM | Networking Breakfast
8:00 AM - 9:00 AM | Keynote Address
9:00 AM - 10:15 AM | State & Local Tax Update
Walter B. Doggett III, Head of Tax - Arvest BankCheryl Gilreath, Chief Tax Officer & Executive Vice President - Huntington
10:15 AM - 10:45 AM | Mid - Morning Break
10:45 AM - 12:00 PM | Comp & Fringe Benefits Update
Julia Lagun, Senior Vice President & Head of Tax - Comerica Bank12:00 PM - 1:00 PM | Networking Lunch
1:00 PM - 2:30 PM
IRS Practice & Procedures
Speakers:Susanne Marie Muller, Executive Director and Senior Tax Counsel - UBS