FTA Electronic Filing Symposium

Preliminary Program

E-File Coordinators Meeting (states only)
  Verenda Smith, FTA, moderator

IRS E-File: Current Initiatives and Those on the Horizon
  Jo Ann N. Bass, Deputy Director-Electronic Tax Administration

 Electronic Management System and the State Retrieval SubSystem Update
  Carolyn Davis and Darryl Giles, IRS

United We Stand: Strengthening the 3-way partnership
  Jamie Stiles, Drake Software
  Mark Castro, Orrtax
  Sue Gaston, H&R Block
  State Panelist to be Named        

IRS Guide to Safeguarding Taxpayer Data
  Shirley Cannady and Carolyn Davis, IRS

Free File Alliance Report
  Atilla Taluy, FileYourTaxes.com 

 State Free File Experiences - How We Got Our Numbers Up And Other Lessons Learned
Panel: Ginger Hulsey, Oklahoma; Janis M. Carmichael, Georgia (invited), Jerry Wingate, Missouri (invited), Stacey Weeks, Oregon (invited), Donna Muccilli, Arizona  

Filing Season Review & What’s New for 2008 and Beyond
  Each State will speak briefly on the 2007 filing season and outline changes for the 2008 filing season and beyond

Modernized E-File: Everything Industry Needs You To Know
Panel to be named (CCH, Drake, RIA or Intuit with state representatives) 

E-file Marketing
  From 2-D to E-File – The Plan
      Stephanie McFarland, Indiana

  Market, Not Mandate
      Leann Boswell, Iowa          

Panel: How to Attract the ESL Filer
  Low-Cost and Spanish E-filing advertisement
      Sharon Tanner and Johnetta Baugham, North Carolina 

  IRS Multilingual Initiative Results
      Sherese Stevens, IRS

E-Filing Mandates: Dealing With the Refuseniks
 Panel (invited): Bill Grewe, Minnesota; Catherine Cooney, Connecticut; Keith Wicker, South Carolina; James Lucy, Alabama; Roberta Henry, California; Tim Bachman, New Jersey        

And how do you feel about that? A frank discussion on standards, PATS and other challenges
    Ben Teaford, Liberty Tax 
    Mark Castro, Orrtax
    Rebecca McCaulley, CCH

2006-2007 TAG Update
  Tim Blevins, TAG Co-Chair; Peter Maser, TAG Co-Chair 

EFTPS-Illinois Joint Payment Experience
 Kevin Richards, Illinois, and  Mark Stevens, Financial Management Service 

Modernized E-File: Ready or Not, Here it Comes
 Speakers To Be Named Later
    MeF: 101 – Overview
    XML 101
    EFile Types
    State and Business Rules
    Web services and IRS Gateway 101

2-D Barcode Standards meeting