Overview

CAS Tax Seminar

Date

September 14, 2018

Location

New York, NY or Webinar

Hosted by

SIFMA Corporate Actions Section

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.

 

Program

8:00am – 12:30pm

Registration Desk Hours

8:00am – 9:00am

Sponsored by Scivantage 

Sponsored by Scivantage 

9:00am – 9:05am

Participants

Jamila Alkaifi-Hercules

Speaker

Jamila Alkaifi-Hercules

Group Manager and Vice President

BNY Mellon

Jamila Alkaifi-Hercules’s Biography

9:00am – 12:30pm

9:05am – 9:10am

Participants

Carly Byrd

Speaker

Carly Byrd

Director, Global Tax Utility

Deutsche Bank

Carly Byrd’s Biography

9:10am – 9:40am

Participants

Siobhan Bolger, Greggory Lewis, Andrew McNaughtan, William J. Salva

Moderator

Panelists

Greggory Lewis

Director, Depositary, CSD & Issuer Services

GlobeTax

Greggory Lewis’s Biography

Andrew McNaughtan

Vice President, International Tax Operations

Morgan Stanley

Andrew McNaughtan’s Biography

William J. Salva

Vice President, DR Tax Services

Goal Group of Companies

William J. Salva’s Biography

9:40am – 10:20am

Participants

Stevie D. Conlon, Julio M. Jimenez, Esq., Marty Rosen

Panelists

Stevie D. Conlon

Vice President, Tax & Regulatory Counsel

Wolters Kluwer Financial Services

Stevie D. Conlon’s Biography

Marty Rosen

Director - Customer Information Reporting Department

ICBC Financial Services

Marty Rosen’s Biography

10:20am – 10:40am

Participants

Neil Bromberg

Speaker

Neil Bromberg

Principal, Tax Technology and Transformation

EY

Neil Bromberg’s Biography

10:40am – 11:00am

Sponsored by GlobeTax 

Sponsored by GlobeTax 

11:00am – 11:20am

Participants

Fred Ceraso, Jonathan Jackel, Justin O’Brien

Panelists

Fred Ceraso

Vice President, Tax Operations

Goldman, Sachs & Co.

Fred Ceraso’s Biography

Jonathan Jackel

Executive Director, Financial Services Organization

EY

Jonathan Jackel’s Biography

Justin O’Brien

Principal

EY

Justin O’Brien’s Biography

11:20am – 11:40am

Participants

Jon Lakritz

Speaker

Jon Lakritz

Managing Director

PwC

Jon Lakritz’s Biography

11:40am – 11:55am

Participants

Ian DeSacia

Speaker

Ian DeSacia

Director, Asset Services Product Management

DTCC

Ian DeSacia’s Biography

11:55am – 12:10pm

Participants

Greggory Lewis

Speaker

Greggory Lewis

Director, Depositary, CSD & Issuer Services

GlobeTax

Greggory Lewis’s Biography

12:10pm – 12:25pm

Participants

Dana Flynn

Speaker

Dana Flynn

Director, Corporate Tax Department

BNP Paribas

Dana Flynn’s Biography

12:25pm – 12:30pm

Participants

Fred Ceraso

Speaker

Fred Ceraso

Vice President, Tax Operations

Goldman, Sachs & Co.

Fred Ceraso’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 Accommodations

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
DISCOUNT: Password (SIFMA)

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