BULLETINBULLETIN
B-23/00
June 2, 2000
REV 8/1/00**
SUMMARY The Federation of Tax Administrators 16th Annual Technology Conference and Exhibition will be held August 13-16, 2000, in San Antonio, Texas at the Adams Mark Hotel. This announcement contains a preliminary program as well as registration materials and hotel information.
The hotel registration deadline is July 13. FTA suggests that you make your hotel arrangements early and also requests that you complete your conference registration with us by July 21. On-line registrations may be accepted at www.taxadmin.org. Fax registrations may be sent to (202) 624-7888.
Developments in E-Commerce will again be featured this year, as many entities are implementing web-based programs. Remarks will feature both technical and business approaches. Continuing efforts to integrate revenue applications and use technology to enable "one-stop customer service" will be presented, as well as other new and developing areas.
There will also be a vendor exhibit hall providing a concentrated opportunity to visit with private sector representatives about new products and services during extended hours on Sunday, August 13 and Monday, August 14. If you would are a vendor that would like to exhibit your products and services, please contact Audrey Maynard at FTA at audrey.maynard@taxadmin.org. Exhibitor's Registration & Contract
The National Association of Computerized Tax Processors is expected to hold its annual meeting in conjunction with the FTA Technology Conference, from August 16-18. Also again this year, there will be a meeting of the ASC X12/TIGERS Group at the conclusion of the Technology Conference, on August 16-18. This government and industry group develops electronic standards and has developed an Electronic Commerce Best Practices document to assist tax agencies engaging in electronic commerce with taxpayers and service providers that will be reviewed at the meeting. There is no registration fee for the TIGERS meeting.
For meeting details, please contact Audrey Maynard at audrey.maynard@taxadmin.org. Meeting and exhibit information is also provided on the FTA home page Exhibitor's Registration & Contract.
The Conference registration fee is $255 for government delegates and $355 for industry participants. This includes the opening reception on Sunday, continental breakfast Monday, Tuesday, and Wednesday, and the Monday and Tuesday luncheon. Please submit your registration by July 21.
A conference registration form is enclosed. Please complete and mail it, together with your check, made payable to FTA to:
Again, the FTA Conference registration deadline is July 21, 2000. A late fee of $25 will be assessed if you fail to register before the workshop. Fax registrations will be accepted at (202) 624-7888. If unable to make payment at the time of registration, registrants are asked to indicate payment method, including requests for invoicing. Checks will also be accepted on-site for payment. Mastercard or VISA is accepted; to pay by phone call 202-624-5892, or you may also pay via on-line registration on the FTA web site at www.taxadmin.org.
Cancellations are accepted without penalty if received by August 9; cancellations after that date (except emergencies) will incur a $25 processing fee. On-site NEW registrants must add $25 fee.
The conference will be held at the Adam's Mark Hotel, 111 Pecan Street East, San Antonio, TX 78205. FTA Group Rates are Government $91/single, $110/dbl, Business $109/single, $129/dbl. Make your reservations directly with the hotel by calling 210-354-2800 and indicate you are attending the FTA Technology Conference. Early registration is urged as the block tends to fill quickly. The cut-off date for hotel reservations is July 13. Rooms may not be available after that date.
San Antonio Trans offers transportation from the airport (check at the SA Trans booth); the cost is $8. Shuttles depart from the hotel every half-hour on the hour. Call 210-281-9900 for more information. Taxi service will run approximately $14 each way. Trip duration each way is about 30-60 minutes (rush) and 10-20 minutes (non-rush).
The weather in San Antonio in August is normally quite warm during the day (can be in the 90s or warmer and humid). Dress for the sessions will be business casual, meaning collared shirts and slacks for men but no ties. There will be a variety of interesting things to do and see in San Antonio during the conference dates. You may want to check for more information at: http://www.sanantonio.citysearch.com/.
FTA hopes that you are able to attend the Conference and Exhibition, and we look forward to seeing you there,
Sincerely,
Harley T. Duncan
Executive Director
(Sessions subject to change)
PROGRAM
11-5 pm Exhibit Hall Vendor Setup ONLY
3:00-7:00 pm Conference Registration
5:00-8:00 pm Exhibit Hall Open: Hosted Reception
7:30-8:30 am Exhibit Hall - Continental Breakfast; Exhibit Hall open continuously until 2 PM
8:45-9:45 am GENERAL SESSION
Welcome and Introduction - Billy Hamilton, Deputy Comptroller,Texas Comptroller of Public Accounts
Constructing Your eGovernment Strategy - Paul Turner, Chief Technology Officer, American Management Systems
10:00-11:00 am BREAKOUT SESSIONS
Session 2 Secure Transactions on the Web - David Paraiso, Integrated Technologies
Session 3 Why eXtensible Markup
Language (XML) Is Important to Revenue Departments
Bob Sutor, IBM Global
11:15 am - 2:00 pm Buffet Luncheon - EXHIBIT HALL
2:00-2:45 pm BREAKOUT SESSIONS
Session 1 Current Status of
"Click-Wrap" Agreements, UETA, and Legislation on E-Signature Law
Benjamin Wright, Author, Law of Electronic
Commerce
Session 2 IRS Electronic
Commerce Initiatives for Business Taxes
Sherrill Fields, ETA-IRS
Session 3 What E-Tax Utility
Does Your Customer Really Want?
Marc Beaumont, Nationtax Online
3:00-3:45 pm BREAKOUT SESSIONS
Session 1 Approach to
Authentication and Verification: Use of Public Key Infrastructure
(PKI)
John Leamy and Sean Leake, Ireland Revenue On-Line
Service
Session 2 New Prototypes for
Taxpayer Electronic Account Access (Panel)
Peter Isberg, ADP and National Payroll Reporting
Consortium; Joel Schensul, New York State; Sherrill Fields,
ETA-IRS
Session 3 Use of XML in
Integrated Tax Systems
Barry Aucoin, Louisiana Department of
Revenue
4:00-4:45 pm BREAKOUT SESSIONS
Session 1 Single Point
Electronic Filing
Donna Hockensmith, Simplified Tax and Wage Reporting
System, IRS
Session 2 Revenue On-Line Web
Services
John Leamy and Kevin Mulkerrins, Ireland Revenue On-Line
Service
Session 3
Application
of Data Mining and Analysis for Revenue Enhancement
Subhasis Datta, IITRI
Tuesday, August 15
7:30 - 8:30 am Continental Breakfast
8:30 &emdash; 9:15 am BREAKOUT SESSIONS
Session 2 Emergence of Tax
Application Service Providers (Panel)
Kennon Walthall, Nationtax Online, Bruce Krumlauf, First
Data/CashTax, Scott McDermott, Fleet Government
Banking
Session 3 Data Capture
Strategies for Tax Agencies (E-file, 2-D , Imaging, Web)
Chuck Adelman, Andersen Consulting
9:30 - 10:15 am BREAKOUT SESSIONS
Session 1 Mastering the Web -
Challenges of State Webmastering (Panel)
Tom Van Kirk, Pennsylvania; John Waldo, Kansas; Joseph
Mizrahi, New York City
Session 2 Business Tax Filing
Over the Web
Sales and Withholding File/Pay - Farley Beaton,
Virginia
Sales Tax Filing - Dick Gettemy, Nebraska
Session 3 Results of Survey
Update on State Automated Data Capture Efforts
Amna Cameron, North Carolina
10:30 - 11:15 am BREAKOUT SESSIONS
Session 1 Channel Management
& Customer Care
David Boyd, Deloitte and Touche
Session 2 Input Processing
Architecture/Integration
Terry Garber, South Carolina
Session 3 Marketing Your Credit
Card Program
Jim Reed, Mastercard
11:30 am Hosted Luncheon
Featured Speaker - Robert E. "Bob" Barr, Assistant Commissioner, IRS Electronic Tax Administration
IRS Electronic Commerce In The Year 2007
1:30 &emdash; 2:15 pm BREAKOUT SESSIONS
Session 1 Perils and Pitfalls
of Image Enabled Remittance Installations
Ann McLaughlin, Unisys
Session 2 Developing Web
Transactional Capabilities at the ATF
Tom Stewart, Bureau of Alcohol, Tobacco, and
Firearms
Session 3 Outsourcing Web
Portal Development
Robert Chandler, National Information
Consortium
Session 4 Customer Relationship
Management: A New Service Model for Revenue
Tim Finnegan, Andersen Consulting
2:30 &emdash; 3:15 pm BREAKOUT SESSIONS
Session 1 Document Data Capture
and Remittance Processing
Randy Barnes, North Carolina
Session 2 Successfully Building
and Implementing a Fully Integrated Taxation System: Avoiding the
Pitfalls
Greg Reimer, Province of British Columbia
Session 3
State Development of Web Portals
Daniel Smith, Pennsylvania
Session 4 Managing Your E-Mail
for Improved Customer Service
Al Quaye, Quintus
3:30 &emdash; 4:15 pm BREAKOUT SESSIONS
Session 1 Legacy Systems and New Integrated Tax System Development - Kathryn Dickerson, Ilinois
Session 2 An EC
Professional Certification Program
Lissa Henderson, Board Member, EC Institute
Session 3 Government Portals -
Commercial Vehicle Credentialing
Joel Schensul, New York State
Session 4 Using Natural
Language to Enhance Taxpayer Call Center Response
Lou Ciavarella, Unisys
Wednesday, August 16
(NOTE: NACTP Also Meets August 16-18)
7:30 - 8:30 am Continental Breakfast
8:30 &emdash; 9:15 am BREAKOUT SESSIONS
Session 2 Cutover Management in
Large Legacy System Conversion Projects
Daniel Darche, Sierra Systems Group
Session
3 Easing Auditor Access to Data - "Putting Automated Tools at Your
Fingertips"
Bob Tangorre and Nonie Manion, New York
State
Session 4 Marketing of State
Electronic Commerce Programs (Panel)
Kevin Richards, Illinois; Deb Coombs, Pennsylvania; Ro
Silva, Colorado; Pat Cotter, Michigan
9:30 &emdash; 10:15 am BREAKOUT SESSIONS
Session 1 Workflow Enabled Tax Systems - Jim McMahon, Louisiana
Session 2 E-Payment
Partnerships: Making Taxes Less Taxing
Kevin Connell, Official Payments Corporation
Session 3 Revenue Collections -
Best Practices Study Results
Charlie Helms and Robie McLamb, North
Carolina
Session 4 GOVERNMENT ONLY
SESSION
Safeguarding Your Tax Data - Computer Security - Julia Reasoner,
IRS
Governmental Liaison Tape Extract Program - Dan Porter,
IRS
10:30 &emdash; 11:15 am BREAKOUT SESSIONS
Session 1 Audit Project
Selection & Wisconsin's Data Warehouse
Michelle Eldridge and Jean Gerstner, Wisconsin; Kimberly
Marze, Deloitte Consulting
Session 2 Tools and Techniques
for the Recovery of Delinquent Obligations
Craig F. Nielson, Columbia Ultimate
Session 3
12 Critical Considerations When Evaluating an eBusiness
Solution
Joe Lane, Transenda
Session 4 GOVERNMENT ONLY
SESSION (PART TWO - continued)
2:00 - 5:00 pm ASC X12 / TIGERS Tax Information Task Group
Work Sessions
* Electronic Commerce Best
Practices Report &emdash; Moderated Discussion
This is an update on FTA and ANSI X12-sponsored guidance to tax
authorities on recommendations facilitating growth in electronic
filing processes.
A Draft Final document will be distributed at the meeting.
Thursday, August 17
9:00 am - 5:00 pm ASC X12 / TIGERS Work Sessions
Speaker - Lesley Anderson, Microsoft
- Presentation of Draft XML Schema for Use in Tax Filings - TaXML
(Followed by Group Discussion on Draft TaXML Schema)
Motor Fuel Mapping - Ray Ivaska, Pennsylvania DOR
Friday, August 18
9:00 am - 12 Noon ASC X12 / TIGERS Work Sessions (CONTINUED)
Presentation of Draft EDI Mappings/Data Maintenance (continue if necessary)
Discussion on Draft XML Schema
for
EDI Transaction Set 283 - Notice of Exemption
Certificate