2008 FTA Technology Conference and Exhibition


August 10-13, 2008 • Hyatt Regency McCormick Center • Chicago , IL 60616


Preliminary Program   [July 17, 2008]

FSET – Fed/State Employment Taxes Development
Sunday, August 10, 2008
3:00 p.m. – 7:00 p.m. Conference and Partner/Exhibitor Registration
 
6:30 p.m. – 8:00 p.m. FTA Opening Reception
 
Monday, August 11, 2008
7:00 a.m. – 5:00 p.m. Conference and Partner /Exhibitor Registration
 
7:30 a.m. – 9:00 a.m. Continental Breakfast
 
9:00 a.m. – 10:30 a.m. GENERAL SESSION

Introduction
Jonathan Lyon, Federation of Tax Administrators

Welcome to Illinois
Brian Hamer, Director, Illinois Department of Revenue

Keynote:
Power Shift: The 8 Trends That Will Reshape the Technology Landscape
Kishore Swaminathan, Accenture
 
10:45 a.m. – 11:45 a.m. Concurrent Sessions

Session 1
Managing Wage and Tax Statements, Paper and Electronic, from Employers and Employees
Steve Miller, Idaho

Session 2
Disclosing E-mail and Other Electronic Evidence in Litigation: The e-Discovery Conundrum
Ben Wright, Attorney at Law

Session 3
Enforcing Tax Compliance
John Bace, Revenue Solutions, Inc.

Session 4
FTA-IRS Tactical Advisory Group: Update on Cooperative Electronic Initiatives
Terry Garber, FTA-IRS Tactical Advisory Group

Session 5
Sponsor Solution Series One: TBA
 
11:45 a.m. – 1:30 p.m. Lunch (on your own)
 
1:30 p.m. – 2:30 p.m. Concurrent Sessions

Session 1
Fed-State Modernized E-file Development Update
Carol McLaughlin, IRS; Terry Garber, South Carolina and TIGERS State
Co-Chair; Greg Martinez, Intuit and TIGERS Industry Co-Chair

Session 2
Taxpayer Data Loss and Remediation Steps
Walter C. Boyd, Jr., Florida

Session 3
Data Conversion: Wagons Ho!
What to Bring and How to Pack
Jake Hoffman

Session 4
Automation of Use Tax Determination
John Kennedy, Sabrix, Inc.

Session 5
Sponsor Solution Series Two: TBA
 
2:45 p.m. – 3:45 p.m. Concurrent Sessions

Session 1
Open Source Gateway: the Process and the Program
Shawn Kasulka, Vermont

Session 2
Data Mining for Tax Collection and Filing Enforcement at the Canada Revenue Agency
Marlene Sylvest, Canada Ministry of Revenue, and Satheesh Ramachandran, Elite Analytics LLC


Session 3
20 Years of Integrated Tax, 20 Lessons Learned
Chuck Adelman, Sabercorp

Session 4
A New Approach to Tax Modernization: A Strategy For Success
Ted London, CGI

Session 5
Sponsor Solution Series Three: TBA
 
4:00 p.m. – 5:00 pm Concurrent Sessions

Session 1
Use of Video Tutorials for Training
Vikki Smith and Janet Shimabukuro, Washington

Session 2
Tracking Made Possible by XML
Tapan Sarkar, Louisiana

Session 3
A Unique PDF-Based Data Entry System for Tax Returns
Ginger Hulsey, Oklahoma, and Carlos Gonzalez, Dataintro Software

Session 4
Unifying Government: Drivers of Change
Terry Lutes, IBM Global

Session 5
Sponsor Solution Series Four: TBA
 
5:00 p.m. – 8:00 p.m. Conference Reception – in Exhibit Hall
 
Tuesday, August 12, 2008
7:30 a.m. – 8:30 a.m. Continental Breakfast
 
8:30 a.m. – 9:30 a.m. Concurrent Sessions

Session 1
FTA-IRS Tactical Advisory Group Security Subcommittee: Cooperative Security Practices Review Work
State Co-Chair Tim Blevins, Kansas, and IRS Co-Chair
Richard Therrien, IRS


Session 2
User-Centered Web Applications and Usability Testing
Vikki Smith and Janet Shimabukuro, Washington

Session 3
Use of Decision Analytics in Sales and Use Tax Audit Selection
Thomas Kaminski, Connecticut, and John McCalden, Revenue Solutions, Inc.

Session 4
Sponsor Solution Series Five: TBA
9:45 a.m. – 10:45 a.m. Concurrent Sessions

Session 1
Implementation of Secure Data Transfer (SDT) and Other IRS-State Data Exchange Programs
Rod Sterling, IRS

Session 2
The Minnesota Experience Using Data Warehousing Techniques to Increase Tax Compliance
Greg Tschida, Minnesota, and Eric Bjorklund, CSC

Session 3
Using Today’s Technology in Field Auditing
Ted Putnam, Revenue Solutions, Inc.

Session 4
Sponsor Solution Series Six: TBA
 
11:00 a.m. – 1:30 p.m. Lunch and Vendor Exhibits - Exhibit Hall
 
1:30 p.m. – 2:30 p.m. Concurrent Sessions

Session 1
Current and Future Issues in Security
Richard Therrien, IRS


Session 2
Effective Systems Design for Payroll-Related E-file

Janice Krueger and Jeff King, NELCO; Wendy Carter, Thomson Reuters; Andrew McDevitt, Intuit; and Vicki Massey, Financial MicroSystems, Inc. representing the Payroll Information Reporting Committee of the National Association of Computerized Tax Processors (NACTP); and
Kevin Richards, Illinois

Session 3
Text Mining and Predictive Text Analytics
Subhasis Datta, Mitre Corporation

Session 4
Cost-Reducing Initiatives and New Technologies in Electronic Tax Payments
David Stephenson, Link2gov

Session 5
Sponsor Solution Series Seven: TBA
 
2:45 p.m. – 3:45 p.m. Concurrent Sessions

Session 1
Web Based Vulnerability and Penetration Testing
Timothy R. Blevins, Kansas

Session 2
A Model E-file System for Payroll Tax Reporting
Jo Ann Costa, California Employment Development Department and
Peter Isberg, National Payroll Reporting Consortium

Session 3
Building A Data Warehouse to Meet Your Needs
Alison Torres, Teradata

Session 4
SOA + BPM = Agile Integrated Tax Systems
Hemant Sharma, CGI

Session 5
Sponsor Solution Series Eight: TBA
 
4:00 p.m. – 5:00 p.m. Concurrent Sessions

Session 1
Minnesota's Wireless Implementation

Betty Burke, Minnesota

Session 2
The Best of Both Worlds: A Revolutionary Approach to Data Entry
Barbara Kotlyar, Virtual Solutions, and James Robinson, Paperfree Corporation

Session 3
Leveraging Your Data Warehouse to Achieve Increases in Collector Productivity
Kevin Frisoli, Revenue Solutions, Inc.

Session 4
Adhering to IRS Publication 1075 Guidelines
Chuck Adelman, Sabercorp

Session 5
Sponsor Solution Series Nine: TBA
 
Wednesday, August 13, 2008
8:30 a.m. – 9:30 a.m. Concurrent Sessions

Session 1
Moving to a Paperless Processing Environment
Mary Jo Alexander, Minnesota, and Sandy Thompson, Information Capture Solutions

Session 2
Streamlined Sales Tax: Forward to the Future
Gary Centlivre, Kansas, and David Thompson, SST Governing Board


Session 3
Use of Tablet PCs for Compliance and Alcohol/Tobacco Enforcement in Georgia
David Rogers, Georgia

Session 4
Generate Automatic Documentation for Impact Analysis

Tapan Sarkar, Louisiana

Session 5
Sponsor Solution Series Ten: TBA
 
9:45 a.m. – 10:45 a.m. Concurrent Sessions

Session 1
West Virginia’s Tax Remittance System: Intelligent Forms Processing (IFP)
Tonja Oakes, West Virginia, and Santo Collura, IBM

Session 2
Addressing the Challenges of Entering Into the Streamlined Sales Tax Agreement
Debra Young and Renee Alexander, Washington

Session
Remote Lockboxing for State Government
David Wright, Image Scan

Session 4
Sponsor Solution Series Eleven: TBA

 
11:00 a.m. – Noon Concurrent Sessions

Session 1
State Revenue Acting as Agents for Local Jurisdictions through Hosting
Sandy Hansen, CGI

Session 2
Tax Jurisdiction Sourcing – How Tax Technology Can Proactively Address the Changes
Carla Yrjanson, Sabrix, Inc.


Session 3
Lessons Learned in the Complexity Reduction Program of the Dutch Tax Authority (Belastingdienst)
Randy Covert, Oracle, and Peter Jongkind, Belastingdienst (Dutch Tax Authority, Netherlands)

Session 4
E-filing for Property Tax Refunds
Margaret Kauska, Montana
 
[FTA TECHNOLOGY CONFERENCE CLOSE]
Schedule for ASC/X12 TIGERS XML Standards Meeting
Wednesday, August 13, 2008
1:30 p.m. – 5:00 p.m. XML Standards Working Meeting – Tax Information Group for EC Requirements Standardization (TIGERS) Modernized-e-File - Fed/State 1040 Development
 
Thursday, August 14, 2008
9:00 a.m. – 5:00 p.m. ASC X12/TIGERS Work Sessions – XML Standards Modernized-e-File - Fed/State 1120/1065 Development
 
Friday, August 15, 2008
9:00 a.m. – Noon ASC X12/TIGERS Work Sessions – XML Standards