CAS Tax Seminar

Date

September 15, 2017

Location

New York, NY or Webinar

Overview

This annual event will feature industry leaders discussing the latest regulatory requirements and challenges in the tax compliance and corporate action space. Participate in-person or via webinar.

Pricing

CAS Member - In Person
Registration Rates $75
CAS Member - Webinar
Registration Rates $75
Non-Member - In Person
Registration Rates $300
Non-Member - Webinar
Registration Rates $300
Pricing
CAS Member - In Person CAS Member - Webinar Non-Member - In Person Non-Member - Webinar
Registration Rates $75 $75 $300 $300

Programs

8:00am – 12:20pm

Registration Hours

8:00am – 9:00am

Networking Breakfast

9:00am – 9:05am

Participants

Jamila Alkaifi-Hercules

Speaker

Jamila Alkaifi-Hercules

Group Manager and Vice President

BNY Mellon

Jamila Alkaifi-Hercules’s Biography

9:05am – 9:10am

Participants

Lawrence Conover

Speaker

9:10am – 9:40am

Participants

Carly Byrd, Stephanie Harmon, Katie Sevcik, Christopher Thiebaut

Moderator

Carly Byrd

Director, Global Tax Utility

Deutsche Bank

Carly Byrd’s Biography

Panelists

Stephanie Harmon

Relationship Manager - Corporate Actions

Computershare Inc.

Stephanie Harmon’s Biography

Katie Sevcik

Senior Vice President, Head of Operations

Wells Fargo

Katie Sevcik’s Biography

Christopher Thiebaut

Associate Vice President

RBC Capital Markets

Christopher Thiebaut’s Biography

9:40am – 10:30am

Participants

Michael Goering, Stevie D. Conlon, Justin Hopkins, Ellis Levy

Moderator

Michael Goering

General Manager, Tax Services

Broadridge Tax Services

Michael Goering’s Biography

Panelists

Stevie D. Conlon

Vice President, Tax and Regulatory Counsel

Wolters Kluwer Financial Services

Stevie D. Conlon’s Biography

Justin Hopkins

Director, Regulatory Affairs

Broadridge Financial Solutions

Justin Hopkins’s Biography

Ellis Levy

Executive Director, Tax Counsel & Tax Planning

DTCC

Ellis Levy’s Biography

10:30am – 10:50am

Sponsored by GlobeTax

Sponsored by GlobeTax

10:50am – 11:10am

Participants

Jon Lakritz

Speaker

Jon Lakritz

Managing Director

PwC

Jon Lakritz’s Biography

11:10am – 11:35am

Participants

Ian DeSacia

Speaker

Ian DeSacia

Director, Settlement and Asset Services

DTCC

Ian DeSacia’s Biography

11:35am – 11:40am

Participants

William J. Salva

Speaker

William J. Salva

Vice President, DR Tax Services

Goal Group of Companies

William J. Salva’s Biography

11:40am – 12:00pm

Participants

Greggory Lewis

Speaker

Greggory Lewis

Director, Depositary, CSD & Issuer Services

GlobeTax

Greggory Lewis’s Biography

12:00pm – 12:15pm

Participants

Robert C. Limerick

Speaker

Robert C. Limerick

Managing Director, Global information Reporting Group

PwC

Robert C. Limerick’s Biography

12:15pm – 12:20pm

Participants

Jamila Alkaifi-Hercules

Speaker

Jamila Alkaifi-Hercules

Group Manager and Vice President

BNY Mellon

Jamila Alkaifi-Hercules’s Biography

Venue

SIFMA Conference Center

120 Broadway
Floor 2
New York, NY 10271

View on Google Maps

Located at 120 Broadway, a National Historic Landmark and a New York treasure, the SIFMA Conference Center is situated at the heart of New York’s Financial District.

With a rare combination of advanced technologies and sophistication, SIFMA’s Conference Center is fully furnished and equipped to offer unique features that stand alone amongst New York’s leading conference facilities.

Picture of venue

Hotel Accomodations

If you require hotel accommodation, a special SIFMA rate is available at the following:

Double Tree by Hilton Hotel – Financial District
8 Stone Street, New York, NY  10004, Phone# 212-480-9100
DISCOUNT: Corporate ID #0560038852

Club Quarters
52 William Street, New York, NY 10005, Phone# 212-269-6400
DISCOUNT: Password (SIFMA)

Residence Inn New York Downtown Manhattan / World Trade Center
170 Broadway, New York, NY 10007, Phone# 212-600-8900