Advisory Board
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James W. Ahern Senior Treasury Tax Advisor GMAC Financial Services James W. Ahern is the Senior Treasury Advisor at GMAC Financial Services in New York City. He is responsible for treasury and capital markets tax matters including securitizations, borrowings, tax dealing and hedging, product taxation and debt restructurings. Previously, he was the SVP–Corporate Tax Director at Regions Financial Corporation. Mr. Ahern received his BS in Accounting from St. John’s University, and his MBA in Taxation from Pace University. |
| Keith Anzel Managing Director and Chief Tax Officer Citigroup Global Markets Inc. |
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Ron Copher CFO Glacier Bancorp, Inc. Ron is CFO and Director of Taxation for Glacier Bancorp, Inc. (NASDAQ: GBCI), a multi-state bank holding company headquartered in Kalispell, Montana. His responsibilities include working closely with the banking subsidiaries in merger and acquisitions, financial accounting and tax issues, strategic planning, asset/liability management and budgeting. Prior to joining Glacier Bancorp, Inc. in December 2006, Ron was CFO and Director of Taxation for Oak Hill Financial, Inc., headquartered in Jackson, Ohio. His responsibilities included working closely with the banking, consumer finance, title insurance and employee benefits subsidiaries in accounting and tax issues, merger and acquisitions, strategic planning, investment portfolio management and budgeting. Prior to joining Oak Hill Financial, Inc. in July 1999, Mr. Copher was a partner in the Los Angeles office of Grant Thornton LLP, where he last served as partner-in-charge of the Financial Services practice for Grant Thornton’s Southern California offices in addition to serving on the firm’s National Financial Services Committee. In his practice, Mr. Copher specialized in the taxation of financial institutions and advised clients in the tax planning for acquisitions of target companies and branch purchases. Mr. Copher has also advised clients in design and administration of stock option and other stock incentive plans, deferred compensation arrangements, installation of Employee Stock Ownership Plans (“ESOPs”), and other employee benefit plans. He co-authored the article “Modeling Executive Stock Options Exercise Behavior: A Mathematical Approach” in addition to his earlier article “Can You Afford Your Stock Options” as well as other articles appearing in Taxation for Accountants, Ohio Community Banker, Bank Auditing and Accounting Report and the Grant Thornton LLP publications, Currency and Tax & Business Advisor. Mr. Copher is a member of the Financial Institutions Accounting Council (FIAC) which regularly meets with FASB, SEC, AICPA and banking industry regulatory agencies on matters of concern to financial institutions. He is a past Chairman and member of the Board of Directors of the Financial Managers Society, having completed seven years of service in June 2007. |
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Steven Corrie Treasurer Security National Corporation Steven W. Corrie is Treasurer for Security National Bank in Sioux City, Iowa. His responsibilities include accounting, auditing, taxes, asset-liability management, bank acquisitions, and holding company consolidation. Mr. Corrie received his B.S. in Business and Economics from Morningside College. He is a past member of the American Bankers Association Taxation Committee, and is currently serving on the Iowa Bankers Association Bank Management Committee. He is a Certified Management Accountant. |
| Colleen Delger AVP, Tax Manager Washington Trust Bank |
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Walter Doggett VP & Corporate Tax Director The Wilmington Trust Company Walter currently serves as Vice President and Corporate Tax Director for Wilmington Trust Company. For six years prior to that, he served as the Corporate Tax Director for Riggs Bank in Washington, D.C. Mr. Doggett received his B.S. in Finance from the University of Virginia, M.S. in Tax from Georgetown University, and M.S. in Finance and MBA from Loyola College of Maryland. His professional memberships include the American Bankers Association – Taxation Committee, AICPA – Tax Legislation & Policy Committee, Tax Executives Institute – Federal Tax Committee, and Tax Executives Institute (Baltimore/Washington Chapter) – Board Member. Mr. Doggett is a Certified Public Accountant, Certified Financial Planner, and Charter Financial Consultant. |
| Patrick Egan Assistant Tax Director New York Community Bancorp |
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| Adrian Fenton Asset Servicing Managing Director Bank of New York Mellon |
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| Dean M. Fischbeck Senior Vice President Bank of America Dean M. Fischbeck is a Senior Vice President with Bank of America and is its Global Federal Tax Audit and Controversy Senior Manager. He has been with the company for 18 years. During this time he has been in charge of tax audit management for Security Pacific (Los Angeles), BankAmerica (San Francisco), and NationsBank/Bank of America (Charlotte). He has also managed the final tax audits of numerous acquired banks and corporations, including Continental Bank, Boatmen’s Bank, Barnett Banks, and now FleetBoston. He has dealt with the full spectrum of domestic and international banking issues at the examination, appeals, litigation, and technical advice stages. In 2002 he was instrumental in helping Bank of America and the IRS conclude the largest single settlement of tax years and issues ever: 7 major predecessor consolidated groups, 58 tax years, over 3000 exam issues, and over $3 billion of tax in dispute. Before Bank of America he worked in the Los Angeles Tax Department of Arthur Andersen & Co. for 10 years. Mr. Fischbeck is a CPA, has a J.D. from the University of California, Davis, and a B.A. from Claremont McKenna College. He is a member of the Tax Executives Institute and the AICPA. |
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| Gary Fox Partner Crowe Horwath LLP Gary Fox is the Executive-in-Charge, Financial Institutions Tax Group at Crowe Horwath LLP and has 25 years of experience. He works exclusively with tax issues affecting the financial services and real estate industries, including state and federal compliance and consulting issues such as mergers and acquisitions, syndications, utilization of partnerships and limited liability companies to hold troubled real estate, utilization of investment subsidiaries and utilization of captive insurance companies. In addition to the Bank Tax Institute advisory committee, Mr. Fox currently is or has been a member of the following organizations: The American Institution of Certified Public Accountants (AICPA), Indiana CPA Society, Individual Taxation Committee of the AICPA, AICPA Partnership Taxation Committee, Indiana Limited Liability Legislative Committee, and The American Community Bankers Association’s tax advisory committee. He is a frequent speaker at various industry trade group meetings and conventions. Mr. Fox has a B.S. in Accounting from Purdue University. |
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| Richard Garrison Senior Vice President, Director of Tax Accounting & Compliance Jefferies & Co. Richard Garrison is the Senior Vice President, Director of Tax Accounting and Compliance for Jefferies & Company, Inc., a major global securities and investment banking firm located in New York City. Prior to joining Jefferies, he was the Senior Vice President and Director of Tax for BBVA Compass. He has over 20 years tax experience in the financial services industry and is a member of the American Institute of Certified Public Accounts and the Wall Street Tax Association. |
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Christopher E. Getty Tax Partner, Financial Services Banking & Capital Markets National Financial Services Office Christopher E. Getty is a Tax Partner at in the National Financial Services Office. He has over 14 years experience in the financial services industry and serves a variety of large and mid-size financial institutions. Chris leads Ernst & Young’s middle-market bank tax practice in New York where he provides federal tax consulting & compliance services to a variety of clients including: domestic and international banks; broker dealer entities; multi-national financial services companies; leasing companies; and other alternative finance companies. Mr. Getty has extensive experience advising clients on the application of Accounting Standard Codification #740, Accounting for Income Taxes and related matters. |
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Laura M. Gingrich Vice President and Director of Tax and Financial Reporting Washington Trust Bank Laura Gingrich is a Vice President and Director of Tax and Financial Reporting for Washington Trust Bank, a regional bank headquartered in Spokane , Washington . She has been with the company for 22 years. Laura is responsible for corporate tax and financial and regulatory accounting. Prior to joining Washington Trust Bank, she worked in public accounting for 7 years. Laura is a CPA and received her B.B.A. and Master of Science in Taxation from Gonzaga University . She is a former member of the American Bankers Association Taxation Committee and current member of the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants. |
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Brian M. Hydrick Tax Partner PricewaterhouseCoopers LLP |
| Bruce Kamins Deputy Tax Director, Global Consumer Group Citigroup Corporate Tax Department Bruce is the Deputy Tax Director of the Global Consumer Group tax department within Citigroup. He has been with Citibank/Citigroup since 1985, having held a wide variety of positions spanning the international and domestic units within Citigroup, including several years heading up the Emerging Markets tax group in London. Prior to Citigroup, Bruce was the International Tax Manager at Warner Communications Inc. and prior to that was a tax supervisor at Coopers & Lybrand. |
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John P. Kinsella Senior Vice President and Director of Tax US Bancorp (Bank Tax Chairman) John P. Kinsella is Senior Vice President and Director of Tax at U.S. Bancorp in Minneapolis, Minnesota. He has over 30 years of experience in both industry and public accounting. Mr. Kinsella is a graduate of the University of St. Thomas in St. Paul, Minnesota and is a CPA. U.S. Bancorp is a diversified financial services holding company and the parent company of U.S. Bank National Association, the fifth largest commercial bank in the United States. U.S. Bancorp offers a variety of leasing products and services through its various subsidiaries operating across the United States. |
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Bob McCahill National Tax Leader for Financial Services RSM McGladrey, Inc. Robert T. McCahill, CPA, is a Tax Director in McGladrey’s New York office and serves as a senior advisor and leader in the firm’s national Financial Institutions Practice.An accomplished senior executive, Robert has more than 30 years of experience in tax planning and structuring of transactions for public and privately held clients. He has substantial experience in tax controversy matters and financial statement accounting for income taxes, including significant expertise in the application of FAS 109 and FIN 48.Prior to joining McGladrey, Robert was a tax partner in KPMG’s New York Financial Services office and held a variety of national leadership positions with the financial institutions practices of both KPMG and Price Waterhouse. Robert’s clients have ranged from many of the largest financial institutions to start-up entities and entrepreneurs, including community banks and thrifts. Robert has served as an advisory board member of the Bank Tax Institute and the BAI Annual Banking Tax Conference, on the tax committees of the Mortgage Bankers Association and America’s Community Bankers, and as an editorial advisory board member of the Journal of Bank Taxation. Robert’s clients have included Fannie Mae, NVRyan, Barnett Bank, National Bank of Washington, Chase, UBS, GE Capital, Citicorp, CIT Financial, North Fork Bank and Trust and New York Community Bank. |
| Mark Price National Tax Leader, Banking & Finance KPMG LLP Mark is the National Tax Leader, Banking & Finance, KPMG LLP. He specializes in the taxation of financial instruments and institutions. He works regularly with clients and firm professionals on the tax issues relevant to financial institutions, including domestic and international commercial and investment banks, broker-dealers, and hedge funds. He also focuses on the taxation of derivative instruments, hedging transactions, portfolio investments, and financing transactions, including securitizations and structured financial transactions. Prior to joining KPMG in 1998, Mr. Price was an associate at Dewey Ballantine LLP in Washington, D.C. Mr. Price received his bachelor’s degree in economics from the University of Colorado at Boulder and his juris doctor from Harvard University. |
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Mark Reis Partner Moss Adams LLP Mark has over 24 years experience in both public accounting and private industry and joined Moss Adams after three years with a national firm. Mark has extensive experience in federal and state corporate tax issues. He provides tax planning and compliance services to a wide range of financial institutions, including assisting clients with equity compensation issues, mergers and acquisitions, audit defense, accounting methods, as well as accounting for income taxes. Mark leads the firm’s tax practice for the Financial Services Group and is on the advisory board of the Bank Tax Institute. He is also a member of the Washington Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Mark received his BS in Accounting from Central Washington University and his MS in Taxation from Golden Gate University. He also completes continuing education annually. |
| Stephen Ryan Partner, State Tax Services Grant Thornton LLP |
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Richard E. Schumacher, Jr.
Senior Vice President, Tax |
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Clark J. Wulf Executive Vice President and Corporate Tax Director KeyCorp Clark Wulf is an Executive Vice President and Corporate Tax Director for KeyCorp in Cleveland, Ohio. He is responsible for the company’s tax functions which include tax planning, tax compliance, tax audits, merger and acquisition support and tax consulting to its major lines of business. Prior to joining Key, Mr. Wulf was a Senior Vice President and Deputy Tax Director of the former Bank One Corporation and its predecessor, First Chicago NBD Corporation. In this role, he was responsible for federal and state tax planning, mergers and acquisitions, and strategic initiatives; including the process and cultural integration of the Department after the merger of Bank One and First Chicago. Prior to that, he was the Corporate Tax Director of NBD Corporation. He began his career with Ernst & Young. Mr. Wulf is a past Chairman of the Tax Committee for the Greater Detroit Chamber of Commerce and a former member of the American Bankers Association Taxation Committee. He is currently a member of the Tax Executives Institute, the Michigan Association of CPAs and the AICPA. Mr. Wulf is a CPA and a graduate of the University of Michigan. |
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Neal Yaros Partner Deloitte Tax LLC Neal Yaros is a Partner with Deloitte Tax LLC in New York, and serves as Deloitte’s National Tax Partner for the Banking and Securities industries. He specializes in the taxation of financial institutions, and serves both domestic and international banks. Mr. Yaros received his B.A. in Accounting and Economics from Queens College, and his J.D. degree from the National Law Center of George Washington University. He is a member of the New York State Bar, the AICPA and the New York State Society of CPAs. He has authored articles for numerous publications, and is a frequent speaker on tax issues affecting the financial industry. |
