FTA 70th ANNUAL MEETING
FTA 70th ANNUAL MEETING|
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Sunday, June 2
| 1:00 p.m. - 7:00 p.m. | Registration |
| 3:30 p.m. - 5:00 p.m. | FTA Board and New Commissioners |
| 5:30 p.m. - 7:30 p.m. | Opening Reception |
Monday, June 3
| 7:30
a.m. - 8:30 a.m. |
Registration
and Continental Breakfast |
| 8:30
a.m. - noon |
General
Session Presiding: Gary R. Viken, Secretary, South Dakota Department of Revenue and President, Federation of Tax Administrators |
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Welcome
to Tennessee |
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Implementing
a Streamlined Sales Tax |
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Role
of Tax Agencies in Disaster Response |
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Sizzle
or Fizzle: A Recipe for Leadership Southern Style |
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| Noon - 1:45 p.m. | FTA President’s
Awards Luncheon Speaker: Gerald D. Bair, Director, Iowa Dept. of Revenue and Finance Presentations to Research and Technology award winners Presentation: FTA Leadership and Service Award |
| 1:45 p.m. - 5:00 p.m. | Concurrent
Sessions |
Technology
Organizational
Transformation and Preparation for E-Government Systems
Bob
Austin, California Board of Equalization
E-Commerce
for Customs and Excise tax in the United Kingdom
Linda
Arnold, Government Services, Her Majesty's Customs and Excise, U.K.
IRS Expansion
of E-Services and the Evolution of FedState Cooperation
Terry
Lutes, IRS-ETA
Integrating
Web and Legacy Systems and Successful Expansion of Web Filing
Debbie
Peterson, Texas Comptroller of Public Accounts
State Approaches
to Trusted-Customer Access to Enhance Taxpayer and Service Provider Relations
Nonie
Manion, New York Taxation and Finance
Management/Customer Service
Marketing in
Government
Gregory
Carson, Internal Revenue Service
Dealing with
an Aging Workforce
Robert
Thompson, New Jersey Division of Taxation
Lessons Learned
from Mandatory E-file
Jim Evers, Florida Department of Revenue
Juli Peterson, Minnesota Department of Revenue
Using Demographics
as a Management Planning Tool: Two Case Studies
Sue
Riddle and Gail Richardson, Internal Revenue Service
Disaster Preparation and Recovery
Preparing for
Emergencies: Administrative Lessons Learned
Robert
Tangorre and Nonie Manion, New York Department of Taxation and Finance
Emergency Management
-- Developing a Plan
John
Rogers, South Carolina Department of Revenue
Bob Austin, California Board of Equalization
Anticipating
Tax Policy Issues
David
Smith, Oklahoma Tax Commission
Coordination
of Taxpayer Relief in Disaster Situations
Judy
Tomaso, Internal Revenue Service
Legal and Tax Policy
Panel: International
Considerations State Taxation
Paull
Mines, Multistate Tax Commission, Denver, CO
Joseph Guttentag, former Dep. Asst. Secretary, U.S. Dept. of Treasury, Washington,
DC
Jeffrey Friedman, KPMG, Washington, DC
Panel: Business
Activity Tax Issues
Frank
Katz, Multistate Tax Commission, Santa Fe, NM
Michael Sontag, Bass, Berry & Simms, Nashville, TN
Tuesday, June 4
| 7:30 a.m. - 8:30 a.m. | Registration
and Continental Breakfast |
| 8:30 a.m. - noon | General
Session Presiding: Gary R. Viken, Secretary, South Dakota Department of Revenue and President, Federation of Tax Administrators |
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Electronic
Tax Administration: Trends, Directions and Issues |
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ETA:
Lessons from the Public and Private Sector |
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Improved
Customer Service Through an Integrated Tax System |
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Customer
Service Initiatives at 5,280 Feet |
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| Applying
Technology to Compliance TBD |
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| Invitation
to FTA 2003 -- Oklahoma City, Oklahoma Thomas E. Kemp, Chairman, Oklahoma Tax Commission |
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| Noon - 1:30 p.m. | Lunch - on
your own (There will be a special luncheon for the senior tax administrator in each state. It will include an executive briefing on state and federal issues and an update on FTA activities.) |
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1:30 p.m. - 5 p.m. |
Concurrent Sessions |
Technology
Use of Tax
Technology in the State of Victoria, Australia
Paul
Broderick, State of Victoria, Australia
New Developments
in Deposit and Payment Technologies
Dan
Greenwood, Massachusetts Institute of Technology (invited)
Business Intelligence/Data
Warehouse Solutions
Rhonda
Kirkpatrick, Iowa Department of Revenue and Finance
Further Advances
in Processing Using 2-Dimensional Barcoding
Jim
Arnie, Maryland Comptroller of the Treasury
Development
of National Standards for Mobile Telecommunications Sourcing
Jake
Hoffmann, FTA/MTC Wireless Task Group and Idaho Tax Commission
Management/Customer Service
Ten Ways to
Screw Up Your Change Initiative
Ken Miller, Director of Performance Improvement, Missouri
The Manager's
Guide to Improving the Collections Process
John
J. Brady, Delaware Division of Revenue (invited)
Creative Uses
for 2-Dimensional Barcodes
Ken
Miller, Indiana Department of Revenue
Tax Policy and Trendy Gimmicks
Amnesties
Steve
Cordi, Maryland Office of the Comptroller
Sales Tax
Holidays
Betsy
Carpentier, South Carolina Department of Revenue
Panel:
Billy
Hamilton, Texas Office of the Comptroller
Larry Williams, Pennsylvania Department of Revenue
Joseph Thomas, Connecticut Department of Revenue Services
Moderator: Glen Bower, Illinois Department of Revenue
Sales Tax Simplification
Streamlined
Sales Tax Project: Where Are We and Where Are We Headed?
Diane
Hardt, Wisconsin Department of Revenue
Charles Collins, North Carolina Department of Revenue
Governing an
Interstate Sales Tax Agreement
R.
Bruce Johnson, Utah Tax Commission, Co-chair, Sales Tax Simplification Implementing
States
Stephen P. B. Kranz, Council on State Taxation, Washington, DC
Business Taxpayer
Perspective on Sales Tax Simplification Efforts
Warren
D. Townsend, Wal-Mart Stores, Bentonville, AR
Wayne Zakrzewski, J.C. Penney Co., Dallas, TX
Carolyn Elerson, Federal Express, Memphis, TN
Frank Julian, Federated
Department Stores, Cincinnati, OH
Legal and Tax Policy
Case Law Update
Marilyn
Wethekam, Harwood, Marcus & Beck, Chicago
On the Verge
of Irrelevancy: State Corporate Income Tax
David
Brunori, State Tax Notes, Washington, DC
Panel: Reducing
Tensions Between Taxpayers and Tax Agencies
Doug
Lindholm, Council on State Taxation, Washington, DC
Mary Jane Egr, Nebraska Department of Revenue, Lincoln, NE
Julia S. Bragg, International Paper, Memphis, TN
Thomas M. Zaino, Ohio Department of Taxation, Columbus, OH
Wednesday, June 5
| 8:30 a.m. - 9:00 a.m. | FTA Business
Meeting |
| 9:00 a.m. - noon | General
Session Presiding: Ruth E. Johnson, Commissioner, Tennessee Department of Revenue, and First Vice President, Federation of Tax Administrators |
| U.S.
Economy: What’s Ahead for States? Mark Zandi, Economy.com |
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| Contemporary
State of American Federalism John Kincaid, Lafayette College, Easton, PA |
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| Issues
Facing the States Raymond C. Scheppach, National Governors Association, Washington, DC |
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Panel
Discussion: Current Issues in State Tax Policy Panelists: |