2008 FTA Technology Conference and Exhibition


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


Papers & Presentations  

Schedule for Monday, August 11
GENERAL SESSION - 9:00 a.m. – 10:30 a.m.


Keynote:
Power Shift: The 8 Trends That Will Reshape the Technology Landscape

Kishore Swaminathan, Chief Scientist, Accenture
 

CONCURRENT SESSIONS - 10:45 a.m. – 11:45 a.m.

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 for Employment Taxes
John Bace, Revenue Solutions, Inc.
Conference Center Room CC10 AB

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

Session 5 Pullman Room - Prairie Center
Solution Series One: Presented by Adobe
Increase Compliant Filings Through Better Guided Experiences
Loni Kao Stark, Worldwide Government Solutions

 

CONCURRENT SESSIONS - 1:30 p.m. – 2:30 p.m.

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 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
Solution Series Two: Presented by BearingPoint
Using Service Oriented Architecture (SOA) to Drive Revenue in Trying Times
Billy Hamilton, Ryan McRonald and Jamie Sawchuk, BearingPoint
 

CONCURRENT SESSIONS - 2:45 p.m. – 3:45 p.m.

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

Session 2
Data Mining Techniques and Opportunities for Taxation Agencies
Louis Panebianco, Florida and Eric Wojcik, Deloitte Consulting, LLP

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 and John Vranna, CGI

Session 5
Solution Series Three: Presented by Fast Enterprises
Music and Tax Management: Five Easy Pieces
Will Rice, Fast Enterprises
 

CONCURRENT SESSIONS - 4:00 p.m. – 5:00 pm

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
Solution Series Four: Presented by Saber Government Solutions
Automation Generation of Outgoing Correspondence
Allen Russ, Saber Government Solutions
 
Schedule For Tuesday, August 12
CONCURRENT SESSIONS - 8:30 a.m. – 9:30 a.m.

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

Session 4
Solution Series Five: Presented by Oracle
Using Web Services Technology to Integrate Key Tax Administration Processes
Randy Covert, Oracle
CONCURRENT SESSIONS - 9:45 a.m. – 10:45 a.m.

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
John Cox, Revenue Solutions, Inc.

Session 4
Solution Series Six: Presented by SAP Public Services
UCT in an ERP: Florida's Journey
Louis Panebianco, Florida; Eli Castro, SUNTAX; and Lorrie Nugent, SAP AG
 
CONCURRENT SESSIONS - 1:30 p.m. – 2:30 p.m.

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 and 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
Solution Series Seven: Presented by Revenue Solutions, Inc.
Enhancing the Refund Fraud Detection Process
John Bace, Revenue Solutions, Inc.
 
CONCURRENT SESSIONS - 2:45 p.m. – 3:45 p.m.

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
Solution Series Eight: Presented by Accenture
The Power of Web 2.0
Karla Hulett, Accenture
 
CONCURRENT SESSIONS - 4:00 p.m. – 5:00 p.m.

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
Solution Series Nine: Presented byTeradata
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
CONCURRENT SESSIONS - 8:30 a.m. – 9:30 a.m.

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
 
CONCURRENT SESSIONS - 9:45 a.m. – 10:45 a.m.

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 Conn and Renee Alexander, Washington

Session 3
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 and Hans van Deuren, Belastingdienst (Dutch Tax Authority, Netherlands)

 
CONCURRENT SESSIONS - 11:00 a.m. – Noon

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
 
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