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WELCOME

Agenda

as of  10/20/2020

 

WEDNESDAY, OCT. 21st

1:00 PM - 1:15 PM       Welcome – GENO SALO, CERCA Chair and Senior Director, Thomson Reuters

    TIM HUGO, CERCA Executive Director

1:15 PM - 1:55 PM      “Cyber & Information Security: Current & Emerging Threats”

JIM LUDES, Ph.D., Executive Director - Pell Center, Salve Regina University

1:55 PM - 2:00 PM        CERCA Announcements

2:00 PM - 2:30 PM        KEYNOTE ADDRESS 

THE HONORABLE CHARLES P. RETTIG - IRS Commissioner

2:30 PM - 2:45 PM        BREAK – Sponsored by FileYourTaxes.com

2:45 PM - 3:30 PM      “Deep Impact” – The 2020 Election and Beyond

MODERATOR:    RUSS SULLIVAN - Brownstein Hyatt Farber Schreck

SPEAKERS:          BILL MEIERLING, Chief Marketing Officer & Exec. VP, Ext.

     Relations & Strategic Partnerships, American Legislative             Exchange Council

     STEVE RYAN, Partner - McDermott Will & Emery

 

3:30 PM - 4:00 PM        FEATURED SPEAKER

KEN CORBIN, Commissioner - Wage & Investment, IRS

4:00 PM - 5:00 PM        Virtual Happy Hour (live) - With three live “Chat Rooms”

                                           Registrants can move freely between all three rooms

                                                            

4:10 PM - 4:30 PM         Digital Services Working Group Discussion

 Co-Chairs:    JAMI GIBSON - Drake Software

                                                                  CALVIN WHITEHEAD - TaxHawk

 

4:35 PM - 4:55 PM         Legislative Services Implementation Working Group Discussion

                                   Co-Chairs:    ANDY PHILLIPS - H&R Block

                                                         ANDREW OSWALT - TaxAct

 

4:00 PM - 5:00 PM         “The Urban Mixologist”

                                    Bruce “Blue” Rivera

The Urban Mixologist will be presenting both "Mocktails" and "Cocktails" to enjoy this Fall season.

Mixologist will be creating drinks for CERCA registrants at 4:05 PM, 4:20 PM, 4:35 PM, and 4:50 PM

THURSDAY, OCT. 22nd - COUNCIL FOR ELECTRONIC REVENUE COMMUNICATION ADVANCEMENT

12:00 PM                       LUNCH - Sponsored by Drake Software

CONFERENCE OPENS - Remarks by Geno Salo and Tim Hugo

12:15 PM - 1:00 PM      FEATURED SPEAKER:  The National Tax Payer Advocate, Erin Collins

1:00 PM - 1:20 PM      “Dealing with COVID-The IRS CAS Filing Season

DIETRA GRANT, Director - Customer Account Services, IRS

1:20 PM - 2:00 PM      “Payroll and Employment Tax Issues in this Unusual COVID-19 Year”

MODERATOR:    PETE ISBERG - ADP

 

SPEAKERS:          MELISSA DUCE, Senior Technician Reviewer, Chief Counsel Office, IRS

     

     SYDNEY GERNTEIN, Branch Chief, IRS Office of Chief Counsel,                       Employment Tax Branch 1

     JENINE HALLINGS, Payroll Tax Compliance Manager, Risk
     Management, Paychex, Inc.

     TONY TULLO, Employment Tax Consultant 

 

2:00 PM - 2:15 PM      “The New 1040x Platform”

JUANITA WUELLER - Submission Processing, IRS

 

2:15 PM - 2:25 PM       BREAK - Sponsored by Jackson Hewitt

2:25 PM - 2:50 PM      The IRS Enterprise Digitization & Case Management Office

      HARRISON SMITH, Co-Director, Enterprise Digitization & Case Management Office, IRS

 

2:50 PM - 3:10 PM      “All Things EIP”

DENISE DAVIS, Director - Return Integrity Verification Program Management, IRS

 

3:10 PM - 4:00 PM      “And the Beat Goes On – Upcoming 2021 Tax Season”          

 

MODERATOR:    CERCA Board Chair Geno Salo

 

The CERCA Board looks ahead to the 2021 Tax Season after a “Most Unusual Filing Season.”