All times listed are Eastern.

7:30 AM - 5:30 PM | Registration

7:30 AM - 8:30 AM | Networking Breakfast

12:00 PM - 1:00 PM | Networking Lunch

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3:00 PM - 3:30 PM | Networking Break

Roundtable Sessions

6:00 PM - 7:00 PM | Welcome Reception

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7:00 AM - 8:00 AM | Networking Breakfast

8:00 AM - 9:00 AM | Morning Keynote Address: A Conversation with Holly Paz, IRS Deputy Commissioner of LB&I

Join this keynote session as we hear from Holly Paz, IRS Deputy Commissioner of LB&I for a thought-provoking session that focuses on 2023 priorities, challenges, and emerging trends facing the bank tax industry.

Keynote Speaker: Holly Paz, Deputy Commissioner of LB&I - Internal Revenue Service

9:00 AM - 10:15 AM | General Banking Update

This session will provide an overview of recent tax developments impacting financial institutions.  Our speakers will review the tax impacts of the “Inflation Reduction Act of 2022”. Additional topics to be discussed include relevant legislative bills, Treasury and IRS guidance, accounting updates, relevant case law, and pillar 2 considerations.

Matthew Mosby, Partner, Washington National Tax - KPMG LLP
Liz L’Hommedieu, Principal, Washington National Tax - KPMG LLP
Mark Price, National Tax Principal, Banking & Finance - KPMG LLP
Bruce Lowry, Chief Tax Officer - Western Alliance Bank

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10:15 AM - 10:45 AM | Mid - Morning Break

10:45 AM - 12:00 PM | IRS Developments

The session will address a variety of IRS enforcement-related topics including, for example, increased use of technology and data analytics by the IRS, current priorities and focus areas at the IRS, and developments as to the Compliance Assurance Program (CAP).

Walter Doggett, SVP & Head of Tax - Arvest Bank
Kevin Brown, Principal, Leader, Tax Controversy and Regulatory Services - Pwc
Ellen Rotenberg, Principal - PwC
Gloria Sullivan, Managing Director - PricewaterhouseCoopers LLP

12:00 PM - 1:30 PM | Networking & Keynote Luncheon: Capitol Hill Update

Please join us for a discussion regarding the election results and what the results mean for future tax legislation and policy.  We will also discuss any pending tax legislation and where we think Congress will be focused in the new year.

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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 - Recession: Are We There Yet?

Quarters of GDP declines, high inflation, escalating interest rates, lingering supply chain backups, labor shortages, home price corrections . . . If the economy is technically not in recession, does it matter? And how bad could things get?

Speaker: Robert Strand, Vice President and Senior Economist - American Bankers Association

Robert Strand, CERP, Vice President and Senior Economist - American Bankers Association

9:00 AM - 10:15 AM | State & Local Tax Update

The session is a state & local tax update in which we will cover recent legislative developments, court cases, administrative guidance, and other matters relevant to the Banking & Capital Markets industry.  The session will focus on corporate income tax, but will also cover recent sales/use and other state & local tax issues. 

Walter Doggett, SVP & Head of Tax - Arvest Bank
Cheryl Gilreath, Chief Tax Officer & Executive Vice President - Huntington
Don Roveto, Partner - Deloitte Tax LLP
Ted Friedman, Partner - Eversheds Sutherland

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10:15 AM - 10:45 AM | Mid - Morning Break

10:45 AM - 12:00 PM | Using Credits and Incentives to Go Green

Many banks are trying to improve their sustainability metrics. The tax department is often asked what they can do to support these efforts. The IRA added a whole new set of tax credits, accelerated depreciation and grants for sustainable investments. This panel will look at some of the options available to companies while discussing the role that tax can play in the effort.

Sponsored By: 

Bruce Lowry, Chief Tax Officer - Western Alliance Bank
Raj Sanghera, Tax Director - M&T BANK
Michael Bernier, Partner, Financial Services, Indirect Tax - Ernst & Young LLP
Drew Goldman, VP Investments - Foss and Co

12:00 PM - 1:00 PM | Networking Lunch & Becoming an Inclusive Leader: Yes, YOU too can make a difference for talent

This dynamic and interactive chat will lay the groundwork for fostering a truly inclusive workplace—that not only produces innovation but results in a more successful team. Listen as the speakers share practical examples and tools for inclusive leadership. This is an excellent opportunity for all attendees to identify where they are on the journey toward inclusive excellence and contribute to their organization’s goals of diversity, equity, and inclusion.  

Learning Objectives:

  • Assess barriers to Inclusion.
  • Discuss important research related to the diverse employee experience.
  • Refine your individual continuums.
Herschel Frierson, Principal - Crowe LLP
Lynn Sedwick, Tax Partner - RSM