2017 FTA Annual Meeting

The Federation of Tax Administrators Annual Meeting is one-stop shopping for discovering the must-know trends in tax policy and law, for learning how to run operations more efficiently, for tips on how to deliver better tax administration services and for sharing ideas on improving compliance and management programs.
 
The event is geared toward senior management state tax administrators and private sector representatives with an interest in the policy, program or technology aspects of state tax administration.

Official Conference Agenda


2017 Presentations and Materials

Presentations will be posted on a rolling basis as they are available.  If you are looking for a specific presentation and don't see it here, send an email to [email protected]

Monday:

General Session

Breakouts

  • Legal
    • Review of legal cases
      Bruce Fort, Multistate Tax Commission
      Marilyn Wethekam, Horwood Marcus & Berk
    • How to Address Your Tax Resolution Controversies, and Why You Should
      Courtney Kay Decker, Director, Iowa Department of Revenue
      David Brunori, Quarles & Brady
    • Marijuana implementation panel
      Pat Oglesby, Center for New Revenue and former chief tax counsel of the Senate Finance Committee
      David Gau, Executive Director, California Board of Equalization
      Michael Heffernan, Commissioner, Massachusetts Department of Revenue
      Jim Morgan, Washington State Liquor and Cannabis Board
  • Compliance
    • Compliance Updates on Sales Suppression Audits and Audit Sampling
      Mike Chertude, Washington State
    • Multi-Genre Analytics and Advanced Pattern Detection in Compliance and Fraud Detection
      Elaine Crutchly, Teradata
    • A Peek Inside Collection Agencies - Charlie Helms, AllianceOne Receivables Management
    • Using Predictive Analytics and Data to Enhance Accounts Receivable Management
      Ted London, FICO

Tuesday

General Session

  • Succession Planning: Framework for Employee Decision Making - Nonie Manion, Acting Commissioner, New York State Department of Taxation and Finance [Handout
  • How to Make the Most of Your Millennial Workforce (A Brief Primer)
    Michael Zaydon and Anne Donovan, PricewaterhouseCoopers LLP
  • FTA's Services Move Into the 21st Century:  the State Exchange System and Beyond
    Panel: Jonathan Lyon, FTA; Doreen Warren, Idaho Tax Commission; Ryan Minnick, FTA
  • Save the Date for Nashville
    David Gerregano, Commissioner, Tennessee Department of Revenue

Breakouts

Wednesday

General Session

  • Congratulations, You Have an ISAC.  Now What?
    Chairs, ISAC Partnership: Courtney Decker, Director, Iowa Department of Revenue; Todd Egaas, Internal Revenue Service; Mike Beebe, Internal Revenue Service; Bernie McKay, Intuit
  • Reach Your Goals: Overcoming Obstacles under the Most Difficult Conditions
    Helen Thayer, Author and Adventure Explorer