2018 BTI - Bank & Capital Markets Tax Institute
 

KEY SOLUTIONS TO TODAY'S MOST PRESSING TOPICS
The Must Attend Event For All Forward-Thinking Tax Professionals
EARN UP TO 23 CPE CREDITS!


KEYNOTE SPEAKERS ANNOUNCED

James Ballentine
Executive Vice President of Congressional Relations and Political Affairs
American Bankers Association

Keynote: Legislative Developments and Regulatory Reform

Curtis Dubay
Senior Economist
American Bankers Association


Keynote:
The Economics of Tax Reform

Nick Giordano
US Tax Policy Leader
EY



Keynote: Legislative & Tax Reform Update

Christopher Marinac
Co-founder and Director of Research
FIG Partners LLC


Keynote:
Banking On Change: Change Is Everywhere In Banking


FEATURED SPEAKERS

James Ahern

Tax Director-Capital Markets

Synchrony Financial

Walter Doggett III

Vice President of Tax

E*Trade Financial Corporation

Adrian Fenton

U.S. Tax Services Director, Asset Servicing

Bank of New York Mellon

Dean M. Fischbeck

Senior Vice President

Bank of America

John P. Kinsella

Vice President, Tax Policy

American Bankers Association

Michelle Messer

Global Head of Business Tax Advisory

Citi

Susanne Muller

Executive Director

UBS AG - Group Tax

Mark Price

Principal, Washington National Tax

KPMG LLP

Bill Reilly

Partner

Grant Thornton LLP

Ethan Schiffman

Principal, Financial Services Organization (FSO) Tax

EY

Denise Schwieger

Principal

Pricewaterhouse Coopers LLP

Sheryl Vander Baan, CPA

Tax Partner

Crowe LLP


Now in its 53rd year, Bank & Capital Markets Tax Institute (BTI) 2018 will continue to provide leading tax professionals from financial institutions with unmatched tools and resources to ensure you remain current on the ever-changing issues facing the industry. Essential updates will be provided on key industry topics such as General Banking, Community Banking, IRS Developments, M&A, FSI-Tax Developments, Compensation & Fringe Benefits, Planning for Efficiency and Effectiveness in the Stress Testing Process, GAAP and Regulatory Update, and much more. Our expert advisory board has assembled a dynamic and interactive agenda making BTI 2018 the only choice for tax professionals.

2018 Conference Highlights Include:

  • Implications of Federal Tax Credits and Tax Reform
  • IRS Developments/Practices and Procedures
  • Community Banking and S-Corp Updates
  • Financial Services Industry Recent Tax Developments
  • Updates in State and Local Taxation of Banks and Financial Institutions
  • Tax and Regulatory Reporting/Bank Regulations Implications

WHO SHOULD ATTEND?

Job Functions

  • Accountant
  • Attorney (Tax)
  • Business Development
  • Comptroller
  • Consultant
  • Chief Financial Officer (CFO)
  • Internal Auditor
  • Partner/Senior Manager
  • Tax Advisor
  • Tax Officer/Specialist
  • Tax Research/Manager
  • Treasurer
  • Other Corporate Finance Management
  • Administrator (Government)

Organizations

  • Commercial Bank
  • CPA Firm
  • Government
  • Investment Bank
  • Law Firm
  • Online Bank
  • Retail bank
  • Savings and Loans
  • Technology/Software Industry Provider
  • Consultant: Business/Finance
  • Consultant: Other
  • Academia/Non-Profit

MAXIMIZE YOUR EXPERIENCE

REGISTER EARLY
Early registration saves you money and provides you with time to develop your objectives for your conference experience. PLUS, you are assured a room at the discounted conference rate and airfare is usually much cheaper when you book a few weeks out.

EARN CPE CREDITS
Get your credits in before year’s end. Click here for more information..

PREPARE
Bring a list of the top 5 critical elements that are impeding your progress in your tax department at your banking institution.

ENGAGE IN PEER EXCHANGE
This year’s conference offers several valuable networking opportunities so that you not only meet the top experts in the industry but you can engage in peer idea exchange.


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