FTA Technology Conference

[updated July 16]
Sunday, August 5, 2007
3:00 p.m. – 7:00 p.m.	Conference and Sponsor/Exhibitor Registration
6:30 p.m. – 8:00 p.m.	Opening Reception
Monday, August 6, 2007
8:30 a.m. – 10:45 a.m.	General Session
	Peering Into the E-Commerce Crystal Ball Ben Wright, Attorney At Law Integrating Tax Administration with Taxpayer Accounting Systems Jussi Jääsaari, National Board of Taxes, Finland
11:00 a.m. – Noon	Concurrent Sessions
	SESSION 1 Benefits of Using Standards to Increase Your e-Program Participation - Julia O’Brien, Data Interchange Standards Association (ASC X12 Secretariat to TIGERS Group) SESSION 2 Demystifying SOA: What is Service Oriented Architecture and Why Does It Matter to You? - Karla Pierce and John Doyle, Accenture SESSION 3 FTA-IRS Tactical Advisory Group Update - Tim Blevins, Kansas, and Peter Maser, IRS SESSION 4 Multi-State Return Clearinghouse: Results and Forecasts - Paul Panariello, Revenue Solutions, Inc. SESSION 5 Sponsor Solution Series: Leveraging a Data Warehouse across Divisions and Bureaus: Experience from Wisconsin Department of Revenue - Janna Baganz, Wisconsin, and Revathi Subramanian, SAS
Noon – 1:30 p.m.	Lunch (on your own)
1:30 p.m. – 2:30 p.m.	Concurrent Sessions
	SESSION 1 XML "101": A Primer - Terry Garber, South Carolina SESSION 2 Leveraging SOA to Build Effective Architectures for Next Generation Tax Systems: Are the Days of Monolithic Legacy Applications Coming to an End? - Hemant Sharma, CGI SESSION 3 Lessons Learned in Intergrated Tax System Implementations - Steve Wilson, Idaho; Cathie Forsch, North Dakota; Loretta Silva, New Mexico; Margaret Kauska, Montana SESSION 4 TAG’s Security Subcommittee: Cooperative Security Practices Review Work - Tim Blevins, Kansas SESSION 5 Sponsor Solution Series: Speaker to be announced, Bearing Point
2:45 p.m. – 3:45 p.m.	Concurrent Sessions
	SESSION 1 Fed-State Modernized E-file Development Update - Joan Barr, IRS, and Terry Garber, South Carolina SESSION 2 Protecting and Leveraging Your Agency’s Assets Through Legacy Reengineering - Bruce Baur, Revenue Solutions, Inc. SESSION 3 Tennessee’s Forms Definition Process (and More!) - Gordon Smead, Tennessee SESSION 4 An e-Business Strategy Program: The North Carolina Story - Alan Felton and Mike Boone, North Carolina SESSION 5 Sponsor Solution Series: Optimizing Case Management with Predictive Tax Compliance - Ben Chard, SPSS Inc., and Ted London, CGI
4:00 p.m. – 5:00 pm	Concurrent Sessions
	SESSION 1 E-File Systems Design for Payroll-related Tax Reporting - Janice Krueger and Peter Isberg, Payroll Reporting Subcommittee/National Association for Computerized Tax Processing SESSION 2 Active Enterprise Intelligence - Alison Torres, Teradata SESSION 3 Use of Virtual Batching Techniques in Full Page Tax Return Image Capture - Steve Miller, Idaho SESSION 4 Unlock Your Tax Data – Innovative Uses of Geographic Information Systems and Business Intelligence - Jeff Snyder, Tata Consultancy Services; James Schlegel, Pennsylvania Department of Revenue; Ellen Hitchings, City of Tucson Finance Department SESSION 5 Sponsor Solution Series: Speaker to be announced, Identity Systems
5:00 p.m. – 8:00 p.m.	Conference Reception – Exhibit Hall
Tuesday, August 7, 2007
8:30 a.m. – 9:30 a.m.	Concurrent Sessions
	SESSION 1 Fed-State Modernized E-file Development - An MeF "Level 101 How-To" – Panel: DonnaJean Muccilli, Arizona; Terry Garber, South Carolina; and Carol Mclaughlin, IRS SESSION 2 Stopping Refund Fraud Through the Use of Sophisticated Methods of Deterrence - John Bace, Revenue Solutions, Inc. SESSION 3 IRS Corporate E-filing: New Compliance Opportunities - Don McPartland, IRS SESSION 4 Sponsor Solution Series: IT Procurement . . . Are You Really Getting What You Asked For? - Speaker to Be Announced, Teradata SESSION 5 Speaker to be announced, Oracle/SPL
9:45 a.m. – 10:45 a.m.	Concurrent Sessions
	SESSION 1 “"How We Did It"”: A Review of Successful Development of FedState 1120 Modernized E-File –- Chris Chiesa and Jim Lieb, New York, and Terry Hunt and Andy Sheley, Kansas SESSION 2 Emergence of Cross-Agency State Web Services and a State Revenue Department Response - Tim Blevins, Kansas SESSION 3 New Features of the Washington "My Account" Website - Debbie Young and Cheryl Wilson, Washington SESSION 4 Sponsor Solution Series: Where Does Innovation Come From? Bringing New Ideas to Revenue Agencies - Speaker to be announced, FAST Enterprises
11:00 a.m. – 1:30 p.m.	Lunch and Vendor Exhibits
1:30 p.m. – 2:30 p.m.	Concurrent Sessions
	SESSION 1 SWAG and Determining Tax Situs: A New Way to Achieve Accuracy - Phill Siewerth and Dan Lawson, Proxix Solutions, Inc. SESSION 2 E-filing: Looking Back and Planning for the Future - Donna Castellano, Vertex SESSION 3 (GOVT. ONLY) State Forms Coordinator Session - Mitzi Crump, Missouri, Moderator SESSION 4 Sponsor Solution Series: Speaker to be announced, Accenture
2:45 p.m. – 3:45 p.m.	Concurrent Sessions
	SESSION 1 Open Source Web Efile Gateway for Streamline Sales Tax Processing – Shawn Kasulka, Vermont SESSION 2 New Opportunities and Challenges with Check 21 - David Wright, ImageScan SESSION 3 (GOVT. ONLY) State Forms Coordinator Session - Mitzi Crump, Missouri, Moderator SESSION 4 Sponsor Solution Series: Revenue and Compliance Management: Achieving Higher Levels - Speaker to be announced, Revenue Solutions
4:00 p.m. – 5:00 p.m.	Concurrent Sessions
	SESSION 1 Exemption Certificate Management Automation: Leveraging Taxpayer Investments - Theresa Ditton and Dick Eppleman, Vertex SESSION 2 Tennessee’s Encryption Solution - Gordon Smead, Tennessee SESSION 3 (GOVT. ONLY) State Forms Coordinator Session - Mitzi Crump, Missouri, Moderator SESSION 4 Sponsor Solution Series: Deep Dive with Deloitte - Speaker to be announced, Deloitte
Wednesday, August 8, 2007 (NOTE: NACTP also meets August 8-10)
8:30 a.m. – 9:30 a.m.	Concurrent Sessions
	SESSION 1 Text Analytics: Transforming Unstructured Text Into Structured Data – Dr. Julie Hartigan, Teradata SESSION 2 Electronic Tax Levy Application for Matching with Financial Institutions – Kathy Moreland and Jesse Jordan, Kentucky SESSION 3 Progress on Development of Streamlined Sales Tax - David Thompson, Streamlined Sales Tax Governing Board, and Gary Centlivre, Kansas SESSION 4 Sponsor Solution Series: Improving Taxpayer Compliance and Achieving Collaborative Outcomes - Jason Beal, SAP
9:45 a.m. – 10:45 a.m.	Concurrent Sessions
	SESSION 1 (GOVT. ONLY) Fed-State Data Exchange New Developments: Encryption Initiative - Rod Sterling and Matt McCormack, IRS SESSION 2 Applying Enterprise Analytics in Tax Administration: Why One Size Does Not Fit All! - Stefan Becker, CGI SESSION 3 Sponsor Solution Series: TBD SESSION 4 Sponsor Solution Series: The Vision for and Implementation of Integration of Electronic Tax Payments and Reporting - Olivier Helleboid, Intuit
11:00 a.m. – Noon	Concurrent Sessions
	SESSION 1 Combining Analytics and Business Process Reengineering to Improve Tax Administration - Ted London, CGI SESSION 2 A Look at the Kansas W-2 E-Filing Experience - Andy Coultis, Kansas SESSION 3 A Report on New IRS Web Site Capabilities and Metrics - David Williams, ETA Director, IRS
[ FTA TECHNOLOGY CONFERENCE CLOSE ]

TIGERS X12 Standard Meeting Wednesday, August 9, 2007
1:00 p.m. – 5:00 p.m.	ASC X12/TIGERS Tax Information Task Group – XML Standard
1:00 p.m. - 2:30 p.pm	JOINT SESSION TIGERS/NACTP * Review both TIGERS and NACTP agendas for remainder of the week * Review of proposed direction for State XML Schema * Vote on proposed direction
2:45 p.m. - 5:00 p.m.	TIGERS * Reports from TIGERS working teams from Orlando
Thursday, August 10, 2007
9:00 a.m. – 5:00 p.m.	ASC X12/TIGERS Work Sessions – XML Standards
9:00 a.m. - Noon	Fed/State 1040 * IRS Update * Summary of new standard direction * Discussion of any outstanding issues * Next steps and assignments for fleshing out the standard * What states can be doing * Activities for TIGERS sessions for remainder of year
1:00 a.m. - 5:00 p.m.	Fed/State 1120/1065 * IRS Update * Demo of Automated Enrollment * TY2006 State Schema Version 1.5/1.6 * Transition approach for forms-based * Next Steps and assignments
Friday, August 11, 2007
9:00 a.m. – Noon	ASC X12/TIGERS Work Sessions – XML Standards
9:00 a.m. - 11:00 a.m.	FSET and Motor Fuel Report * FSET Version 3.3 Review * FSET Acknowledgement * FSET Enrollment Schema * FSET Request/Response Schema
11:15 a.m. - Noon	* Motor Fuel status update * Next Steps and timeline