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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.”
