CERCA Meetings

November 2, 2016
Crystal Gateway Marriott Hotel
Arlington, VA

Confirmed Speakers to Date Include:

• John Koskinen, Commissioner, Internal Revenue Service
• Demesia Padilla, Secretary of Taxation & Revenue, State of New Mexico
• Ken Corbin, Director, RICS, Internal Revenue Service
• Former Congressman Jim Moran (D-VA), Senior Legislative Director, McDermott Will & Emery
• Todd Egaas, Executive, ID Theft Tax Refund Fraud, Internal Revenue Service
• Scott Lockwood, Public Service Manager, Iowa DOR
• Bob Kerr, Senior Director, Government Relations, National Association of Enrolled Agents
• John Sapp, VP, Strategic Development, Drake Software & Chair, ETAAC
• Jodi Patterson, MITRE
• Kathy Pickering, VP Regulatory Affairs & Exec. Director, The Tax Institute, H&R Block
• Shannon Bond, VP/GM Commercial Services, Wolters Kluwer
• Geno Salo, Senior Director, Government & Regulatory, Thomson Reuters

June 9, 2016
Arlington, VA

Featuring:

John Koskinen, Commissioner, Internal Revenue Service
Congressman Jim Langevin (D-RI)
Kenneth Corbin, Director, Return Integrity & Compliance Services, Internal Revenue Service
Melissa Koide, Deputy Assistant Secretary, Office of Consumer Policy, U.S. Department of the Treasury
Doreen Warren, Division Administrator, Idaho State Tax Commission
Paul Mamo, Office of Online Services, Internal Revenue Service
Rene Schwartzman, Identity Assurance Executive, Internal Revenue Service
Caroline Bruckner, Professor, American University
Bernie McKay, Chief Public Policy Officer, Senior VP, Global Corporate Affairs, Intuit
Kathy Pickering, VP, Regulatory Affairs, and Executive Director, The Tax Institute, H&R Block
Joe Sica, Chief Public Policy Officer, TPG/Green Dot
John Sapp, VP, Strategic Development, Drake Software
Mimi Nolan, Director, Tax Change Analysis Team, H&R Block
Pete Isberg, VP, Government Affairs, ADP
Roger Williams, Senior Tax Analyst, Thomson Reuters
Angela Camp, Senior Manager, Government Relations, Intuit

Topics to be featured at CERCA SPRING 2016 will include:

IRS Leadership Perspectives
IRS Filing Season Review
Identity Fraud and Security Summit Report
Security Summit Plans for 2017 and Beyond
State Report on Security Initiatives
Key State Priorities for 2017
New Tax Issues in the “Sharing Economy”
Industry Perspectives on Fighting Tax Identity Fraud
Treasury Department “myRA” Report and Future Plans
“Get Transcript” Update & Identity Assurance Strategies
IRS Tax Design Challenge Report
Affordable Care Act Implementation Perspectives
Payroll Industry Key Issues Report
Key Operational Issues for Next Tax Filing Season

Friday, October 23, 2015
Crystal Gateway Marriott Hotel
Arlington, VA

Speakers will include:

John Koskinen, Commissioner, Internal Revenue Service
Kenneth Corbin, Director, Return Integrity & Compliance Services, Internal Revenue Service
Kevin Counihan, CEO of the Marketplace, Centers for Medicare & Medicaid Services, U.S. Department of Health & Human Services
Melissa Koide, Deputy Assistant Secretary, Office of Consumer Policy, U.S. Department of the Treasury
Gale Garriott, Executive Director, Federation of Tax Administrators
Tom Wilder, Senior Counsel, AHIP (America’s Health Insurance Plans)
Stephen Ryan, Partner, McDermott Will & Emery
Jorge Castro, Founder & Principal, Castro Strategies
Jeffery Trinca, Vice President, Van Scoyoc Associates
Mimi Nolan, Director, The Tax Institute at H&R Block
Kerri Gibson, VP & General Manager, Small Professional, CCH Small Firm Services
Kate Sullivan Hare, Senior Policy Manager, Health & Corporate Affairs, Intuit
Jim Buttonow, Director, Tax Resolution Services, H&R Block, & Chairman, ETAAC
Mark Castro, Government/Industry Liaison, Petz Enterprises

Topics for October 23 will include:

The Commissioner’s Overview of IRS Priorities
Update on the Security Summit & Initiatives to Fight Fraud
State Perspectives on Fraud Prevention & Upcoming Season Issues
HHS/CMS Perspectives on Affordable Care Act Implementation
Industry Analysis of ACA Implementation & Key Issues for the Coming Season
U.S. Treasury’s myRA Initiative
Late Legislation Impacting Upcoming Filing Season
Fraud & Identity Theft Legislative Initiatives
Tax Reform and Other Key Tax Policy Issues
Congressional Issues Impacting the Filing Season
Key Recommendations from ETAAC
Update on Free File Alliance

May 14, 2015
Crystal Gateway Marriott Hotel
Arlington, VA

Featured Speakers will include:

Debra Holland, Commissioner Wage & Investment Division, Internal Revenue Service
Patrick Carter, Director, Delaware Division of Revenue, and, Immediate Past President, Federation of Tax Administrators
Dr. Mandy Cohen, Chief of Staff to CMS Administrator, U.S. Department of HHS
Congressman James Moran, Senior Legislative Advisor, McDermott Will & Emery, and for 24 years, Member of Congress (D-VA)
Chad Brooker, Manager, Policy and Strategy, Connecticut Health Insurance Exchange
CeCe Morken, Senior VP and General Manager, ProTax Group, Intuit
John Sapp, VP, Strategic Development, Drake Software
Kathy Pickering, Executive Director, The Tax Institute, and VP, Regulatory Affairs, H&R Block
Joe Sica, Chief Public Policy Officer, TPG/Green Dot
Bernie McKay, Chief Public Policy Officer, and, VP, Corporate Affairs, Intuit
Kerri Gibson, VP & General Manager, Small Professional, CCH Small Firm Services
Mimi Nolan, Director, The Tax Institute at H&R Block
Steve Ryan, Counsel, Free File Alliance