Preliminary Program [August 10, 2008]
| 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: Adobe Increase Compliant Filings Through Better Guided Experiences Loni Kao Stark, Worldnwide Government Solutions |
| 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: BearingPoint Using Service Oriented Architecture (SOA) to Drive Revenue in Trying Times Billy Hamilton, Ryan McRonald, and Jamie Sawchuk, BearingPoint |
| 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: Fast Enterprises Music and Tax Management: Five Easy Pieces Will Rice, Fast Enterprises |
| 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: Saber Government Solutions Automation Generation of Outgoing Correspondence Allen Russ, Saber Government Solutions |
| 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: Oracle Using Web Services Technology to Inegrate Key Tax Administration Processes Randy Covert, Oracle |
| 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 Todays Technology in Field Auditing Ted Putnam, Revenue Solutions, Inc. Session 4 Sponsor Solution Series Six: SAP Public Services UCT in an ERP: Florida's Journey Louis Panebianco, Florida; Eli Castro, SUNTAX; and Lorrie Nugent, SAP AG |
| 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: Revenue Solutions, Inc. Enhancing the Refund Fraud Detection Process John Bace, Revenue Solutions, Inc. |
| 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: Accenture The Power of Web 2.0 Karla Hulett, Accenture |
| 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: Teradata Strengthen Your Audit and Discovery Lead Processing and Productivity with a Case Management Solution Within Your Compliance Data Warehouse Solution Pam Sartell, Sartell Group and Les Arnold, Teradata |
| 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 (GenDoc) for Impact Analysis Tapan Sarkar, Louisiana |
| 9:45 a.m. 10:45 a.m. | Concurrent Sessions Session 1 West Virginias 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 Lessons Learned in the Complexity Reduction Program of the Dutch Tax Authority (Belastingdienst) Randy Covert, Oracle, and Peter Jongkind, Belastingdienst (Dutch Tax Authority, Netherlands) |
| 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 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
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| Friday, August 15, 2008 | |
| 9:00 a.m. Noon | ASC X12/TIGERS Work Sessions XML Standards
FSET Fed/State Employment Taxes Development |