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Sunday, September 9
9:00 a.m. Golf Tournament Black Mesa Golf Club
2:00 p.m. – 7:00 p.m. Conference Registration Hilton Santa Fe Historic Plaza
6:00 p.m. – 8:00 p.m. Welcoming Reception Hilton Santa Fe Historic Plaza
Monday, September 10
7:30 a.m. – 5:00 p.m. Conference Registration
7:30 a.m. – 8:15 a.m. Executive Breakfast (Executive Committee Members)
Breakfast
Vendor Exhibits
8:30 a.m. – 10:15 a.m. General Session
· “Welcome to Santa Fe” Speaker: David Coss, Mayor of Santa Fe.
· “Sailing the Winds of Change on the Seven C’s” Speaker: Dr. Dale Henry, Your Best Unlimited.
10:15 a. m. – 10:30 a. m. Break
10:30 a.m. – Noon General Session (Continued)
· “The State of Multistate Taxation” Speakers: Richard Pomp, Esq., University of Connecticut School of Law; Paul Frankel, Esq., Morrison & Foerster.
Noon – 1:00 p.m. Lunch at the Hotel
· “Welcome to New Mexico” Speaker: Diane Denish, Lt. Governor of the State of New Mexico.
1:30 p.m. – 2:45 p.m. Break-out Sessions
· “Performance Audits” Presenters: Karin Hendrickson, Internal Audit Manager, Washington State Department of Revenue; Janetta Taylor, Asst. Director, Taxpayer Account & Administration Division, Washington State Department of Revenue; Nicole Ross, Asst. Director, Compliance Division, Washington State Department of Revenue.
· “History of Committee on Centrally Assessed Properties” Presenters: Cory Holland, Unit Manager, Montana Department of Revenue; Neal Cook, Utility Valuation, Advisory, and GIS Program Manager, Washington State Department of Revenue; Mitch Bonney, Chief, State Assessed Property Bureau, Property Tax Division, New Mexico Taxation and Revenue Department; Brent Eyre, Consultant, Past Chairman of WSATA CCAP; Gregory Cade, Bureau Chief, Property Appraisal Bureau, Idaho State Tax Commission.
· “Compliance Issues” Presenters: Elizabeth Harchenko, Director, Oregon Department of Revenue; Steve Wilson, Manager, Information Services, Idaho State Tax Commission; Lynn Chenowith, Division Administrator, Audit & Collection Division, Idaho State Tax Commission.
2:45 p.m. – 3:15 p.m. Break
3:15 p.m. – 4:30 p.m. Break-out Sessions
· “Plain-talk Initiative” Presenters: Janet Shimabukuro, Program Manager, Taxpayer Services Division, Washington State Department of Revenue; Thomas Waters , Administrator, License & Registration Section, Arizona Department of Revenue.
· “How Do You Measure Your Homeruns?” Presenters: Vikki Smith, Acting Chief Information Officer, Washington State Department of Revenue; Nicole Ross, Asst. Director, Compliance Division, Washington State Department of Revenue, Verenda Smith, Government Affairs Associate, Federation of Tax Administrators; Dale Weeks, Senior Executive Officer, Florida Department of Revenue.
· “Government Liaison Program Overview/IRS-FTA Tactical Advisory Group Progress Report” Presenters: Bernice Fischer, Governmental Liaison Area Manager, Western Area, IRS; Ron Martinez, Technology Project Manager, New Mexico Taxation and Revenue Department.
4:30 p.m. – 5:30 p.m. WSATR Business Meeting
Tuesday, September 11
7:30 a.m. – 8:30 a.m. Breakfast
8:00 a.m. – 4:00 p.m. Conference Registration
8:30 a.m. – 10:15 a.m. General Session
· “New Frontiers that Change Everything Including Taxes”
Speaker: Lowell Catlett, Dean of the College of Agriculture & Home Economics, New Mexico State University.
· “Federation of Tax Administrators Update” Speaker: Harley Duncan, Executive Director, Federation of Tax Administrators. · “Multistate Tax Commission Update” Speaker: Joe Huddleston, Executive Director, Multistate Tax Commission
10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – Noon General Session (Continued)
· “Panel: Federal Tax Policies and Their Impact on States” Moderator: Phil Spilberg, Chief of the Economic and Statistical Research Bureau, California Franchise Tax Board Panelists: Leonard E. Burman, Director, Tax Policy Center and Senior Fellow, the Urban Institute Mark Mazur, Director, Research, Analysis and Statistics, IRS Eric Solomon, Assistant Secretary for Tax Policy, United States Department of the Treasury.
· “Invitation to WSATA 2008 in Montana Speaker: Dan Bucks, Director, Montana Department of Revenue.
Noon Lunch on Your Own
1:30 p.m. – 2:45 p.m. Break-out Sessions
· “Tax Incentives and Accountability Issues” Presenters: Mark Craig, Asst. Director, Legislation & Policy Division, Washington State Department of Revenue; Dan John, Tax Policy Manager, Idaho State Tax Commission; Anthony Popp, Chairman, Department of Economics and International Business, New Mexico State University;
Tom Clifford, Chief Economist, New Mexico Taxation and Revenue Department.
· “Data Warehousing – Lessons Learned” Presenters: Phillip Salazar, Director, Audit & Compliance Division, New Mexico Taxation and Revenue Department; Joel Matek, IT Operations Manager, Audit & Compliance Division, New Mexico Taxation and Revenue Department; Kim Akers, Bureau Chief, Compliance Bureau, Audit & Compliance Division, New Mexico Taxation and Revenue Department; Nichole Ross, Asst. Director, Compliance Division, Washington State Department of Revenue.
· “Audit – Using Quickbooks as an Audit Tool” Presenters: Scott Smith, Deputy Director, Audit Division, Utah State Tax Commission; Daniel Miller, Senior Auditor, Utah State Tax Commission.
2:45 p.m. – 3:15 p.m. Break
3:15 p.m. – 4:30 p.m. Break-out Sessions
· “Industry’s Response to Proposed CCAP Manual Changes” Presenters: Stacey Sprinkle, Asst. VP, State Tax Policy, Verizon; David Crapo, Partner, Wood Crapo LLC; Douglas Mo, Principal, Deloitte Tax LLP; Steve Yergean, Director, Property Tax, T-Mobile.
· “Dealing with Willful Non-filers or Fraudulent Filers” Presenters: E. Lynn Hood, Supervisory Agent, Western Colorado Region Tax Compliance & Criminal Investigation, Colorado Department of Revenue; Jim Milne, Special Agent in Charge of Criminal Investigations, Colorado Department of Revenue; Alvan Romero, Director, Tax Fraud Investigations Division, New Mexico Taxation and Revenue Department; James Maes, Deputy Director, Tax Fraud Investigations Division, New Mexico Taxation and Revenue Department.
· “Franchise Tax “Margin” Calculation; Combined Reporting” Presenters: Janet Spies, Franchise Tax Policy Analyst, Texas Comptroller of Public Accounts; Paula Stroumpos, Program Manager, Multistate Audit Region, California Franchise Tax Board; Bruce Fort, Counsel, Multistate Tax Commission.
5:00 p.m. – 9:00 p.m. President’s Banquet Museum of International Folk Art
Wednesday, September 12
7:30 a.m. – 8:15 a.m. Executive Breakfast (Executive Committee Members)
7:30 a.m. – 8:30 a.m. Breakfast
8:30 a.m. – 10:30 a.m. Closing General Session
“Commissioner’s Roundtable” |
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2007 WSATA Annual Meeting Schedule |
