BTI Annual Conference September 19 - 22, 2010

BTI Annual Conference ~ October 23-26, 2011 Scottsdale, Arizona

Sunday, October 23, 2011

8:30 - 11:30 AM Board of Directors Breakfast and Meeting (Boojum)

12:30 PM BTI Annual Golf Outing (Phoenician Golf Club - Desert/Oasis Courses - Shotgun Start)

6:00 - 8:00 PM Welcome Cocktail Reception (Phoenician Patio/East Lawn)

Sunday Evening Dinner ~ On Your Own

Monday, October 24, 2011

7:00 - 8:00 AM Breakfast and Registration (Estrella Theatre)

8:00 - 8:15 AM Welcome - Mark Schichtel (Estrella Theatre)

8:15 - 9:30 AM General Session - Washington Update - Is There a Chance for Meaningful and Fair Tax Reform? (Estrella Theatre)

Tim Lenneman - Liberty Media (Moderator) Hank Gutman - KPMG Linda Fritts - Dow Lohnes Mark Mullet - Verizon

9:30 - 10:30 AM General Session - Regulatory Panel (Estrella Theatre)

Mark Schichtel - Time Warner (Moderator) Lisa Schoenthaler - NCTA Rachel Welch - Time Warner Kathy Zachem - Comcast

10:30 - 11:00 AM Break (East Foyer FG)

11:00 - 12:00 PM General Session - Significant Decisions Impacting Our Industry (Estrella Theatre)

Nicole Crighton - KPMG (Moderator) Jack Kramer - PwC Eric Tresh - Sutherland

12:00 - 1:15 PM Lunch (Ballroom ABC)

1 1:30 - 3:00 PM General Session - Central Assessment - Coming Soon to a Theater Near You!! (Estrella Theatre)

Eric Tresh - Sutherland (Moderator) Pam Willmoth - Comcast Cherie Kiser - Cahill Gordon & Reindel LLP

6:30 - 11:00 PM Group Dinner (Yard House ~ 7014 E. Camelback Road, Scottsdale, AZ 85251) (Transportation IS NOT Provided)

Tuesday, October 25, 2011

7:30 - 8:00 AM Breakfast (Estrella Theatre)

8:00 - 8:15 AM Broadband Tax Institute Annual Membership Meeting (Estrella Theatre)

8:15 - 9:30 AM General Session - The State of Media Democracy - Game Changing (Estrella Theatre)

Maria Friedman - Cox (Moderator) Ed Moran - Deloitte

9:30 - 10:30 AM General Session - “M ergers & Acquisitions” - Current Developments (Estrella Theatre)

Phil D’Ambrosio - Cablevision (Moderator) Dean Shulman - Skadden Arps & Slate Matthew Rosen - Skadden Arps & Slate Richard Casavechia - Bank of America Merrill Lynch

11:00 - 12:00 PM General Session - State Tax Reform - UDITPA/Digital/Contingent Fee Audits: How the BTI Membership is Working Together to Impact the Policy World (Estrella Theatre)

Annabelle Canning - Verizon (Moderator) Steve Kranz - Sutherland Meredith Garwood - Time Warner Cable Scott Mackey - KSE Partners

12:00 - 1:15 PM Lunch (Phoenician Patio/East Lawn)

1:30 - 2:30 PM Breakout #1 - Federal Income Tax - Debt Crises and Unemployment Make Governments Hungry - Federal Tax Audit Developments and Hot Tax Accounting and Reporting Issues (Palo Verde)

Ellen Alderdice - Time Warner (Moderator) Kevin O’Connor - Comcast Kevin Brown - PwC Lisa Whitehead - Cox

Breakout #2 - State Income Tax - Stealth Attack - When States Use the "Secret Weapons" of Business Purpose and Economic Substance to Attack Tax Benefits (Pine)

Annabelle Canning - Verizon (Moderator) Lindsay M. LaCava - McDermott Will & Emery

2 Breakout #3 - Sales & Use Tax - The Growing Complexity Between Broadband, Internet & Wireless Data Services (Pinon)

George Markley - Cox (Moderator) Brian Goldstein - PwC Jamie Brenner - PwC Maria Biava - Verizon

Breakout #4 - Significant Property Tax Developments (Boojum)

Jeff Binkley - Thomson (Moderator) Pat Gallagher - Cox Joe Molina - Ryan

2:30 - 3:00 PM Break (East Foyer FG)

3:00 - 4:00 PM Breakout #1 - Employment Taxes Including Executive Compensation, Fringe Benefits & Unemployment Insurance (Palo Verde)

Sal Focella - Cablevision (Moderator) Peter Moffitt - Barnett & Associates Matt Kaufer - Barnett & Associates Adam Cohen - Sutherland

Breakout #2 - Transaction Tax Update - New and Emerging Issues (Pine)

Jolie Sims - Cox (Moderator) Rick Heller - Deloitte Jim Kranjc - Ryan Maria Todorova - Sutherland

Breakout #3 - Appraisal and Accounting Issues in P roperty Tax (Pinon)

Mark Schichtel - Time Warner (Moderator) Jack Kane - Duff & Phelps Carl Hoemke - Duff & Phelps Paul Chill - Deloitte

Breakout #4 - Accounting Methods - Current Developments (Boojum)

Kevin O’Connor - Comcast (Moderator) Chuck Kosal - Deloitte Eric Peel - Deloitte

6:00 - 11:00 PM Annual Banquet (Phoenician Patio/East Lawn/Ballroom ABC) (Entertainment - Rock Lobster - 80’s Retro Cover Band)

3 Wednesday, October 26, 2011

7:30 - 8:00 AM Breakfast (Estrella Theatre)

8:15 - 9:15 AM General Session - A Reality Check - State Tax Revenue - Separating Fact from Fiction (Estrella Theatre)

Tom Donnelly - Comcast (Co-Moderator) Brian O’Leary - NBCU (Co-Moderator) Bob Cline - Ernst & Young Bill Fox - University of Tennessee Professor

9:45 - 10:45 AM General Session - The Eye of the Storm: Preparing for Next Year - IRS View (Estrella Theatre)

Andy Ottinger - CenturyLink (Moderator) Gloria Sullivan - Internal Revenue Service; LB&I Division, Communications, Technology and Media Industry - Technical

10:45 - 11:45 AM General Session - Desperately Seeking State Tax Fairness: The Need for Federal Adjudication (Estrella Theatre)

Mark Schichtel - Time Warner (Moderator) Kent Sullivan - Sutherland Todd Lard - COST Mary Kay Martire - McDermott Will & Emery Christy Mesirow - Chief Tax Counsel for the Ohio Attorney General

Conference Concludes

4 National Association of State Boards of Accountancy (NASBA) Mandated Disclosures

Learning Objective

The purpose of this conference is to bring together telecommunication industry professionals and consultants to educate and discuss new developments, issues and solutions in the field of taxation. This program provides timely content in federal and state income tax, transactions taxes, and property taxes.

Program Level

This program assumes that the attendee has a general base of knowledge in both the communications industry and some areas of taxation. This program level is advanced.

Prerequisites

There are no prerequisites to attending this conference.

Advanced Preparation

There is no advance preparation required.

Type of Delivery Method

This program will be delivered to the group in a live format.

Registration Requirements

Registration may occur up to the commencement of the program. All other details are outlined in the registration materials.

Refund/Cancellation Policy

The refund and cancellation policy is outlined in the registration materials.

Complaint Resolution Policy

All inquiries and complaints should be directed to Jennifer Justis, Broadband Tax Institute, c/o Comcast Corporation, 1 Comcast Center, 32nd floor, Philadelphia, PA 19103, e-mail [email protected].

Official Registry Statement

The Broadband Tax Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web-site: www.nasba.org.