May 22, 2019 RENAISSANCE ARLINGTON CAPITAL VIEW HOTEL CRYSTAL CITY, VIRGINIA SPRING MEETING PROGRAM ____________________ GOLD SPONSORS __________________ A COMPANY presented by PROGRAM 7:45-8:30 am Continental Breakfast Sponsored by Jackson Hewitt 8:30-8:50 am Welcome & Introductions Tim Hugo, CERCA Executive Director Kathy Pickering, CERCA Chair & Vice President, Regulatory Affairs & Executive Director, The Tax Institute for H&R Block 8:50-9:25 am “Phew, The Tax Season Is Over” A Review of this past Tax Season by the CERCA Board Moderator: Kathy Pickering, CERCA Chair & Vice President, Regulatory Affairs & Executive Director, The Tax Institute for H&R Block Panel: John Sapp, Vice President, Strategic Development, Drake Pete Isberg, Vice President, ADP Bill Nelson, President, Republic Processing Group, Republic Bank 9:25-9:50 am States’ Letters of Intent – Industry Perspectives Moderator: Timur Taluy, President, FileYourTaxes.com Panel: Mark Castro, Government/Industry Liaison, CrossLink Tax Professional Services Mimi Nolan, Director-Regulatory Affairs, The Tax Institute at H&R Block 9:50-10:00 am CERCA Announcements Tim Hugo, Executive Director 10:00-10:30 am Keynote Address: The Honorable Charles P. Rettig Commissioner of the Internal Revenue Service 10:30-10:50 am Morning Break Sponsored by Leidos 10:50-11:30 am Overcoming Language & Cultural Barriers in the Tax Preparation Industry Moderator: Shannon Bond, Senior Director, Government Relations, Wolters Kluwer Panel: Seth Babb, Director of Consumer Product Management, TaxSlayer Michele Geraci, Vice President-Tax Products, Jackson Hewitt Carlos Lopez, Executive Director, Latino Tax Professionals PROGRAM 11:30 am - 12:15 pm A View from the Hill – Latest Happenings in Congress Moderator: Russ Sullivan, Brownstein Hyatt Farber Schreck Panel: The Honorable Phil Bond, President & CEO, Bond & Associates Steve Ryan, Partner, McDermott Will & Emery 12:15-1:30 pm Lunch Sponsored by Drake Software 1:30-2:00 pm Featured Speaker: David Alito IRS Deputy Commissioner, Wage & Investment 2:00-2:40 pm Understanding Today’s Cyber Attack Trends Jeff Laskowski, Director, Strategic Consulting Services, Mandiant - A FireEye Company 2:40-2:55 pm Coffee Break Sponsored by FileYourTaxes.com 2:55-3:20 pm The ISAC turns 3 and is growing up Denise Davis, Director, Return Integrity Operations, W&I, IRS 3:20-4:00 pm CERCA 25 Years And Counting Bernie McKay, Past CERCA Chair & Senior Vice President & Chief Public Policy Officer, Intuit Kathy Pickering, CERCA Chair & Vice President, Regulatory Affairs & Executive Director, The Tax Institute for H&R Block Joe Sica, CERCA Past Chair & Founding Board Member & Chief Public Policy Officer, GreenDot/TPG Please Join Us for a Post-Conference Reception Immediately Following the Conclusion of the CERCA Conference in Studio D Sponsored by: River City Bank and Tax Act The Honorable Charles P. Rettig Keynote Speaker Charles P. Rettig is the 49th Commissioner of the IRS. As Commissioner, Mr. Rettig presides over the nation’s tax system, which collects approximately $3.4 trillion in tax revenue each year. This revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of approximately $11 billion. In leading the IRS, Mr. Rettig is focused on improving service to the nation’s taxpayers, balancing appropriate enforcement of the nation’s tax laws while respecting taxpayer rights. Previously, Mr. Rettig was with the law firm of Hochman, Salkin, Rettig, Toscher & Perez, P.C., for more than 36 years. In his practice, Mr. Rettig represented thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities. These cases involved civil examinations and appeals, criminal investigations and tax collection matters. Mr. Rettig has held leadership roles in a number of professional organizations, most recently serving as Vice Chair-Administration, for the American Bar Association’s Section of Taxation, and President of the American College of Tax Counsel. He was a member of the IRS Advisory Council (IRSAC) for three years beginning in 2008, and served as IRSAC’s chair from 2010 to 2011. He also served as Chair of the Taxation Section of the State Bar of California and has served on the advisory boards of both the Franchise Tax Board and the Board of Equalization in his home state of California. Mr. Rettig has received numerous professional honors during his career from organizations across the country. He has been a featured speaker and panelist at hundreds of tax conferences throughout the U.S., Europe and Central America. And he has authored numerous tax-related articles. He received a B.A. in Economics from the University of California at Los Angeles, as well as a J.D. with honors from Pepperdine University and an LL.M. in taxation from New York University. Mr. Rettig, who is married to Tam Rettig, is also active in numerous civic and philanthropic activities. He’s the founder of the UCLA Extension VETS COUNT Scholarship Fund and active in the Wounded Warrior Project, Advance Guard. CERCA SPRING 2019 Attendee List COMPANY NAME TITLE (if provided) Accenture Federal Services Jennie Alfaro Manager Michael Gavin Manager Maggie Houston Manager Terri Hogan Senior Manager Sandra Mulford Senior Manager ADP Pete Isberg VP Government Relations AICPA Greg LaFollette Strategic Advisor Bloomberg Tax Technology Bob Bennett Sr. Product Manager Bond and Associates The Hon. Phil Bond President and CEO Brownstein Hyatt Farber Schreck Russ Sullivan Bureau of Fiscal Service, US Treasury Craig Fischer Program Manager Tabitha Guyton Edita Rickard Brett Smith Director of Electronic Money Strategy Canopy Tax Alan Larsen Government Relations CERCA Karim Azero Staff Tim Hugo Executive Director Vickie Hull Deputy Executive Director Shreya Kanal Staff CGI Federal Li Hawkins Senior Consultant Michelle Petersen Management Consultant Computer & Communications Industry Association Chris Long Consultant Dave Macklin Consultant CPS Consulting Cedric Swain Owner Credit Karma Julie Magee Director, Tax Regulatory Affairs Christina Taylor Sr. Manager, Tax Operations Crosslink Professional Tax Solutions Mark Castro Government Relations Rebecca McCaulley Tax Analyst CERCA SPRING 2019 Attendee List COMPANY NAME TITLE (if provided) CSC Corptax Lloyd Howlett VP Customer Operations Deloitte Consulting Leigh Braunstein Specialist Leader Kathryn Karlman Managing Director Tim Li Principal Whitney Miller Sr. Manager Mark Price Principal Avi Sinha Principal Drake Software Jared Ballew Government Liaison Jami Gibson VP Internal Operations Robin Miles Federal Tax Product Manager John Sapp VP Strategic Planning Equifax Rob Edwards Account Executive Experian Timothy Starkey Director, Strategic Accounts ezTaxReturn.com Ronald Leder Managing Member FileYourTaxes.com Timur Taluy CEO GAO Tara Carter Assistant Director Anna Cielinski Analyst Shannon Finnegan Assistant Director Tom Gilbert Assistant Director Bethany Graham Analyst Jessica Lucas-Judy Director Jay McTigue Director, Tax Issues Michael O’Neill Sr. Analyst Neil Pinney Assistant Director Julia Robertson Analyst Mark Ryan Sr. Analyst, Strategic Issues Guidehouse Lisa McLane Director Julie Rushin H&R Block Ben Deneka Program Manager Mimi Nolan Director Andy Phillips Director Kathy Pickering VP Regulatory Affairs Walter Pirnot VP Legal-Finance Nathan Rigney Tax Analyst Mike Slack Lead Tax Research Analyst Dan Turrentine VP Government Relations Susan Waldron Director, Marketing CERCA SPRING 2019 Attendee List COMPANY NAME TITLE (if provided) Happy Tax, CryptoTaxPrep.com, CryptoTaxAcademy.com Knox Wimberly Tax Director Intuit Peggy Bogadi Consultant Daniel Eubanks Sr. Manager, Tax Regulatory Affairs and Policy Lauren Hagwood Sr. Manager, State Tax Regulatory Affairs Krista Holub Program Manager Chris Leahy VP National Government Relations and Regulatory Affairs Joe Lillie Director, Tax Office Bernie McKay Sr. VP Corporate Policy David Sullivan VP Tax Regulatory Afffairs Tony Tullo Consultant Dave Williams Chief Tax Officer IRS David Alito Deputy Division Commissioner Melissa Beck Program Analyst Mike Beebe Director, RICS Jim Clifford Director, CAS Denise Davis Director, Return Integrity Operations Janice Foulk National Account Manager Diane Fox Industry Engagement and Strategy Geoff Gerbore Supervisory Tax Analyst, Wage & Investment, RICS Mel Hardy Director, National Public Liaison Kevin Hatton Program Manager Terry Lemons Chief, Communications & Liaison John Lipold Chief, Relationship Management and Tax Forums, NPL Peter Maser National Account Manager Wayne Mercado Sr. National Account Manager The Hon. Charles Rettig Commissioner Theresa Rossi-Franzke Program Manager, Wage and Investment RICS Curt Rueter Deputy Director, Submission Processing Juanita Wueller Director, E-File Services IRS, Taxpayer Advocate Service Zachary Bend Presidential Management Fellow Ken Drexler Sr. Advisor to the National Taxpayer Advocate Jackson Hewitt Tax Service Michele Geraci VP, Tax Products Mark Steber Chief Tax Officer Gary Weinstein Sr. VP, Deputy General Counsel & Chief Privacy Officer Jo Willetts Director, Tax Resources CERCA SPRING 2019 Attendee List COMPANY NAME TITLE (if provided) Latino Tax Professionals Carlos Lopez CEO, E.A. Leidos Karen Bell Portfolio Manager Treasury Solutions & Development (TSD) Jackie Everett Vice President, Division Manager, Mission IT Jim Weaver Program Manager, Treasury Growth Executive