TECHNOLOGY CONFERENCE PROGRAM
updated July 24, 2002

[return to conference information page]

Sunday August 11th

 

Exhibit Setup (starting at Noon), Registration (3 PM), then Opening Conference Reception 5-8 pm in the Exhibit Hall in the Kentucky International Convention Center

 

 

 

 

 

 

 

 

 

 

Monday August 12th

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Continental Breakfast

7:30-8:30 am

In Exhibit Hall (Hall stays open continuously until 2 PM)

8:45-10:00

Introduction - FTA, Welcome - Dana Mayton, Secretary, Kentucky Revenue Cabinet (invited), and Keynote - "IT Leadership: Do You Have What It Takes?" -John Goggin, Vice-President, Metagroup

3 Breakouts

Session One

Session Two

Session Three

Session Four

10:15-11:15

Business Continuity-Robert E. (Bob) Barr-Dell Computer

E-Signature and E-Records Update-Ben Wright, Attorney

Traditional/E-Filing Alignment-Tom Barkhuff, Fleet Libris Information Solutions

E-File Minnesota! - Renee Bernier, Minnesota

Lunch/Exhibit BREAK

11:15-2:00

Exhibit Hall (teardown at 2 PM)

Monday PM

Session One

Session Two

Session Three

Session Four

3 Breakouts

2-2:45

E-Learning Pathways-Christina Dorfhuber, Deloitte Consulting

Benefits Funded Projects: Raising Revenues Without Raising Taxes-John LaFaver, AMS

Collections: Private Sector Best Practices-Joseph Milack, Accenture

Secure, Accurate, Timely Remote Data Capture-James Robinson, Virtual Solutions

3-3:45

Next Generation E-Gov-Robert J. Yokavonus, Unisys

Using Virtual Representatives in a Revenue Agency-Guy B. Kirtley, Accenture

New Dimensions in Payment Systems: Beyond ACH-George Rees, AFS

 

Transitions in Revenue IT-Daniel Darche, Sierra Systems

4-4:45

CA EDD Tax Reengineering and Modernization (TEAM) Project-Bruce Lechner, Impression Technology

E-Commerce ROI-Patricia O'Donnell, Anexsys

E-Process and Content Management-Jim DeFerrari, Filenet

Technology and Electronic Commerce: A Tax Software Perspective-Tom DiBello, Vertex

Tuesday August 13th

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Continental Breakfast

7:30-8:30 am

4 Breakouts

Session One

Session Two

Session Three

 

Session Four

8:30-9:30

Integrated Revenue Information System and IT Transformation-Bob Austin, California Bd. Of Equal.

Capability Maturity Software Model-Debbie Peterson, Texas

Use of 2-D Barcoding for Data Capture-Rosemary Warren, Maryland, and Doug Billings, IBM

Tax Technology Standards (XML, 2-D, Mobile Sourcing) Panel-Terry Garber, South Carolina, Jonathan Lyon,FTA, Dale Waldt,OASIS, and Gerald Johnson, WTG

9:45-10:45

Metrics for Integrated Tax System Implementation-Steve Wilson, Idaho

Jump Starting Intranet and Internet Application Development Using Web Tools-Joseph Mizrahi, New York City

Use of XML/PDF-Jeff Wenger, Tax Technologies Inc.

Further Progress on Hi-Speed 2-D Barcoding-Steve Csogi, New Jersey

11-Noon

IRS Business Tax E-Filing-Kathy Jantzen, John Cheek & Xan Ostro, IRS

Workflow Technology in Case Management-Avinash Bhokare, TataInfotech

 

Implementing a Low-Cost Imaging System-Gordon Alleman, Idaho, and James Harrison, Fast Enterprises

2-D Lessons Learned-Mike Smith, Image Entry & Panel

Lunch - on own

Noon-1:30 pm

4 Breakouts

Session One

Session Two

Session Three

Session Four

1:30-2:30

IRS E-File Modernization and Expansion-Terry Lutes, IRS-ETA

Withholding/W-2 Reconciliation-Katrina LeMay & James Koontz, Kentucky

 

Expanding E-Commerce Offerings: Use of Priorities and Incentives- Gordon Alleman, Idaho, and James Harrison, Fast Enterprises

Expansion of Tax Agency Applications for 2-D Barcoding-Linda Dollens, Indiana

2:45-3:45

Next Generation Integrated Tax-Cheryl E. Sullivan, Wisconsin

Internet Security Architecture-Stan Black, Kansas

 

Driving Usage of Electronic Commerce Programs-Jim Fleming, Official Payments Corporation

Integrating Web Apps w/Legacy Systems-Debbie Peterson, Texas

4-5

Business 1-Stop Services-Dale Brown & John Lee, South Carolina

E-Payment Options-Carolyn Blankenship, Marcus Deaton, & Peggy Barber, Kentucky

Increasing Participation in e-Government: Role of Customer Care/Call Centers-Anthony Castellano & Patricia O'Donnell, Anexsys

Webfile Initiatives in Ohio-Teresa Liimatta and Barb Gutmann, Ohio

Wednesday August 14th

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Continental

7:30-8:30 am

4 Breakouts

Session One

Session Two

Session Three

Session Four

8:30-9:30

Streamlined Sales Tax Technologies-Jon Abolins, Taxware

Creating a Tax Document Repository and Data Warehouse-Michelle Wallig, Microsoft

Data Mining Approaches to Collections and Case Closure-Doug Freud, SPSS

Payment Security-Scott Dueweke, Concord EFS

9:45-10:45

Implementation of the Communications Services Tax in Florida-Jim Evers, Florida, and Rita Scoggins, Deloitte Consulting

Tax Discovery Warehouse Program-Marc Charvoz, Revenue Solutions Inc.

Creating an Enterprise Data Warehouse-Alison Torres, NCR

Disaster Preparedness and Recovery - Margaret Whelan, Ireland Revenue On-Line Service (ROS) & Jack Nagle, Baltimore Technologies

11:00-Noon

Lessons Learned in Mobile Telecommunications Sourcing-Martin Sohovich, Group 1 Software

Customer Resource Management Systems-Stephen Hilker, Michigan

 

Taxpayer Assistance Tools: A-Z Taxes For Small Business-Andy Schermuly, Tracorp

Future Directions: Where Are We Going with Business E-file? -Leonard Jacobs, Federal Liaison Systems

Conference Close

Conference Close

Conference Close

Conference Close

Conference Close

Wednesday PM

1:30 pm

Tax Information Group for E-Commerce Requirements Standardization (TIGERS)

Open Meeting - please indicate your attendance on Registration form - No Additional Registration Fee

Addresses the Use of Extensible Markup Language in Tax Filing

Welcome and Agenda Review

Best Practices Update Discussion

EIN Update

TIGERS XML Status

Sales Tax XML Taxonomy

Motor Fuel XML Status Update

Thursday Aug 15th

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9 am-5 pm

Tax Information Group for E-Commerce Requirements Standardization (TIGERS)

Continued

Use of Extensible Markup Language in Tax Filing

Fed/State Employment Taxes (FSET)

Governance of FSET Products -
Hosting of Schemas and Data Elements, Change Control Procedures, X12 Implications

941/1120 Update - Final Packaging of 941 Components

FSET Data Elements
Business Tracking Number Final Decision

FSET Schema Detail
PKI Resolution

Payments Schema

 

Friday Aug 16th

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9 am-Noon

Tax Information Group for E-Commerce Requirements Standardization (TIGERS)

Continued

Use of Extensible Markup Language in Tax Filing

Acknowledgment Final Decision

Gateway Specifications