2009 FTA Technology Conference and Exhibition


August 2-5, 2008 • Grove Hotel and Convention Center • Boise , ID 83702


Papers & Presentations  

Monday, August 3, 2009
8:30 a.m. – 10:30 a.m. GENERAL SESSION

Keynote One:
Technology, Green Bananas, and the Quality of
Amazement

Will Rice, FAST Enterprises
 
Keynote Two:
Governments Succeeding at the Business of IT
Rick Webb, Accenture
 
11:00 a.m. – 12:00 noon Concurrent Sessions

Session 1
You Can’t Run, You Can’t Hide: Are You Ready for the
NACHA IAT?

Terry Garber, South Carolina

Session 2
The Data Warehouse and Business Information
Alison Torres, Teradata

Session 3
The 2020 Plan: The California Board of Equalization’s
Strategic Planning Effort

John Hamlin, California Board of Equalization

Session 4
Sponsor Solution Series One:
Improving Tax Administration Processes through the Integration of Oracle Policy Automation and Oracle Enterprise Taxation Management
Randy Covert and Peter Still, Oracle
 
1:30 p.m. – 2:30 p.m. Concurrent Sessions

Session 1
21st Century Tax Systems: COTS or Service Oriented Architectures
Ted London, CGI

Session 2
Creating Effective Business Intelligence Solutions for Tax Agencies
Aaron Stibel, Revenue Solutions, Inc.

Session 3
Beyond PCI… Is Your Agency Doing Enough to Meet Data Security and Processing Compliance Requirements?
Raj Gautam, Official Payments

Session 4
Sponsor Solution Series Two:
MeF: The State Level Experience
Kevin Stump, FAST Enterprises
 
2:45 p.m. – 3:45 p.m.

Concurrent Sessions

Session 1
Maximize Success Read-Rate When Using 2D Barcodes
Carlos Gonzalez, Dataintro

Session 2
Legacy Systems Re-engineered - Leveraging Your Existing Assets
Danny Reeves, Revenue
Solutions, Inc.

Session 3
XML Facilitated Web Pattern Development at New York State Taxation and Finance
James Lieb, New York

Session 4
Sponsor Solution Series Three:
Top 10 Compliance Programs to Drive Revenue
Paul Panariello, Revenue Solutions, Inc.
 

4:00 p.m. – 5:00 pm Concurrent Sessions

Session 1
Tax Compliance Benefits of Electronic Tax Filing
Bill Trautman, taxCrest

Session 2
Improving Compliance Productivity through an Integrated Data Warehouse
John Bernasconi, Idaho and Josh Decker, Fast Enterprises

Session 3
Benefits-Based Funding of Tax System Projects
Terry Garber, South Carolina, Brian Ridderbush, RSI, Ted London, CGI

Session 4
Sponsor Solution Series Four:
Increase Efficiency and Compliant Filings Through Better Guided Experiences
Loni Kao Stark, Adobe
 
5:00 p.m. – 8:00 p.m. Conference Reception – in Exhibit Hall
 
Tuesday, August 12, 2008
8:30 a.m. – 9:30 a.m. Concurrent Sessions

Session 1
Scan, Capture, Retrieve – Three Steps to Efficient Returns Processing
Lori Nelson, JPMorgan Chase, Linda Dollens, Indiana, and
Vikram Punshi, J&B Software


Session 2
Implementing a COTS Integrated Tax Solution
Stan Farmer, CGI

Session 3
Managing Risk for Major Technology Projects
Rick Townsend, AdvanTech, LLC

Session 4
Sponsor Solution Series Five:
Changing the Rules, Changing the Game
Paul Sager, Accenture
 
Session 5
Global Technology Trends in Tax are ‘Shrinking the Globe’
Sean Rhody, Capgemini
 
9:45 a.m. – 10:45 a.m.

Concurrent Sessions

Session 1
Online Fraud Detection and Prevention

Part One

Part Two

Barb Dasenbrock, IRS

Session 2
Centralized Audit Selection and Audit Case Management
Mike Wulfkuhle, Revenue Solutions, Inc.

Session 3
South African Revenue Service's Implementation of Electronic Tax Filings
Loni Kao Stark, Adobe

Session 4
Sponsor Solution Series Six:
Enterprise Data Warehouse Evolution
Dan Higgins, Teradata
 
Session 5
Overview of Trends in Tax Administration: Web 2.0 Around the World
David Regan, Accenture
 

10:45 a.m. – 1:30 p.m. Lunch and Vendor Exhibits - Exhibit Hall
 
1:30 p.m. – 2:30 p.m. Concurrent Sessions

Session 1
The Use of Service Oriented Architectures in Tax and Revenue
Adam Schaffer and Bruce Baur, Revenue Solutions, Inc.


Session 2
Update on IRS Security Requirements and Joint Work with FTA-IRS TAG-Security Subcommittee

Ellen Pieklo, IRS

Session 3
New York State Taxation and Finance Integrated Tax System - e-MPIRE
James Lieb, New York
 
Session 5
Enterprise Data Strategies to Improve Reporting and Compliance
David Boyd, David Boyd & Associates
 
2:45 p.m. – 3:45 p.m. Concurrent Sessions

Session 1
IRS Modernized e-File: Update on IRS Progress
Juanita Wueller, IRS

Session 2
Helping Tax Agencies Become IRS Publication 1075 Compliant
Chuck Adelman, EDS

Session 3
Transformation 2.0 in Revenue Management Agencies
Andre van der Post, Oracle

Session 5
Illinois Collection Programs: “We work smaaart for our money . . . so smart for our money!”
Michelle Chester, Fast Enterprises

Session 4
Sponsor Solution Series Eight:
Using Technology to Re-shape Government
George A. Love III, Capgemini
 
4:00 p.m. – 5:00 p.m. Concurrent Sessions

Session 1
FTA-IRS Tactical Advisory Group and FedState Modernized E-File: Update on Progress

Terry Garber, South Carolina, and Donna Muccilli, FTA

Session 2
Functional Security at New York State Taxation and Finance
James Lieb, New York

Session 3
Emerging E-file Systems for Payroll Taxes
Pete Isberg, National Payroll Reporting Consortium

Session 4
Predictive Modeling for Connecticut’s Audit Selection – A Year of Results
John McCalden, Revenue Solutions, Inc.

Session 5
Benefits of Independent Project Management for Public Agencies
Roger K. Widner, PMP, and Kirsten D. Thompson,
AdvanTech, LLC
 
Wednesday, August 13, 2008
8:30 a.m. – 9:30 a.m. Concurrent Sessions

Session 1
Integrated Taxpayer Profiling System Using Data Mining
Raju Yadati and Speaker TBA, Posidex
 
Session 2
IRS Secure Data Transfer Update
Rod Sterling, IRS

Session 3
Internet Protocol Address Geolocation – How It Can Assist Your Fraud Detection Efforts
Jean Louis Casabonne, Quova

Session 4
Business Rules Extraction – Mining the Knowledge Locked in Your Legacy Systems

Tim Blevins, CGI
 
9:45 a.m. – 10:45 a.m. Concurrent Sessions

Session 1
Consolidated Debt Collections
John Vranna, CGI

Session 2
Streamlining the Taxpayer Process: Connecticut’s Taxpayer Service Center
Jacie Engle, First Data

Session 3
Using Service Oriented Architecture to Create a More Flexible, Sustainable Integrated Tax System
Eli Castro and Vishal Kapur, Deloitte Consulting, LLP

Session 4
Collection Industry Best Practices and Case Study
Kevin Frisoli, Revenue Solutions, Inc.

 
11:00 a.m. – Noon Concurrent Sessions

Session 1
Motor Fuel Tax and XML-based Electronic Filing: a Report on Standards
Stan Whaley, Florida

Session 2
A Scalable Document Creation Process for Tax Notices and Correspondence
Andrew Blinkoff, Pitney Bowes


Session 3
Streamlined Sales Tax: Update on Progress
David Thompson, SST Governing Board
 
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