Managing - Federated Press

Two-Day Event!
rd
3
Managing
a
Angelo
Bertolas,
TD Bank
Financial Group
Value-Driven
Nabila
Chaudhry,
Chartwell
Seniors
Housing REIT
David W.
Chodikoff,
Miller Thomson
LLP
John Gotts,
PricewaterhouseCoopers
LLP
Dale Hill,
Gowling Lafleur
Henderson LLP
Paul G. Lynch,
KPMG LLP
Algorithmics Inc., an IBM company
Chartwell Seniors Housing REIT
Gowling Lafleur Henderson LLP
Iovate Health Sciences Inc.
KPMG LLP
Miller Thomson LLP
PricewaterhouseCoopers LLP
Shoppers Drug Mart Corporation
TD Bank Financial Group
The Co-operators Group Ltd. Participating Organizations
T
Department
Bringing innovation to corporate tax management
Workshop Included:
Tax Data & Information Management Best Practices
Stevan
Novoselac,
Gowling Lafleur
Henderson LLP
Tax VPs, Directors and Managers, CFOs, Tax Executives,
Vice-Presidents and Directors of Finance, Treasurers and Controllers,
Corporate Finance Advisors, Tax Accountants & Lawyers, Tax Consultants Who Should Attend
Aligning tax strategy with the corporate vision and risk tolerance
Key tax management, advisory and reporting functions that form the
framework for structuring a tax department
How to develop a measured approach to tax risk management
Leading staffing strategies for the tax department
Strategies for partnering effectively with outside tax advisors
How technology can increase the tax department bottom line
Developing an enhanced relationship with tax authorities
Resolving tax disputes efficiently
Effectively structuring and managing a small tax department Course Highlights
November 7 & 8, 2012, Toronto
ax
Graeme Steele,
The
Co-operators
Group Ltd.
William
Khalileh,
Iovate Health
Sciences Inc.
Course Leader
Peter D. Effer,
Shoppers Drug
Mart
Corporation
Shamina A.
Aranha,
Algorithmics
Inc., an IBM
company

FACULTY
COURSE LEADER
PETER D. EFFER
Peter D. Effer is Vice President, Taxation,
with Shoppers Drug Mart Inc.
CO-LECTURERS
SHAMINA A. ARANHA
Shamina A. Aranha is Director Tax and Treasury
at Algorithmics Inc.
ANGELO BERTOLAS
Angelo Bertolas is Vice President Canadian
Tax at TD Bank Group based in Toronto
were he is responsible for Canadian Tax
Compliance, Global Tax Governance and
Tax Authority Relations.
NABILA CHAUDHRY
Nabila Chaudhry is the Director, Taxation
with Chartwell Seniors Housing REIT.
COURSE PROGRAM
THE ROLE OF THE CFO
Since typical CFOs in today’s corporate environment get mired with
much more than the traditional accounting and financial responsibilities,
to what extent should they really get involved with the tax
department? And what should the CFO really expect from the tax
group? This discussion will address those questions and other issues.
• Aligning tax strategy with the corporate vision and risk tolerance
• Getting the tax department involved on various projects from the
get-go
• Supporting the tax function and tax lead projects
• Discussing the type of communication between the tax function
and CFO
SUPPLEMENTARY COURSE MATERIAL
DAVID W. CHODIKOFF
David W. Chodikoff is a tax partner with the
national law firm of Miller Thomson LLP. He
spent nearly 16 years as a Department of Justice
tax counsel and specializes in tax litigation
and international dispute resolution.
JOHN GOTTS
John Gotts, Tax Partner with PricewaterhouseCoopers
LLP, is the Canadian Leader
of PwC’s Tax Management and Accounting
Services practice. He works with clients to optimize
the operational effectiveness of their tax
department by maximizing the effectiveness of
their people, processes and technology.
DALE HILL
Dale Hill is a partner in Gowlings’ Ottawa
office and is the national leader of the Gowlings
Transfer Pricing and Competent Authority
team.
STRUCTURING THE TAX DEPARTMENT
WILLIAM KHALILEH
William Khalileh is the Associate Director, Tax,
with the Iovate Health Sciences Inc.
PAUL G. LYNCH
Paul Lynch is a tax partner with KPMG LLP
and the national leader of the firm’s Tax Dispute
Resolution & Controversy practice. His
focus is on helping taxpayers prevent, negotiate,
manage and resolve disputes with the tax
authorities.
STEVAN NOVOSELAC
Stevan Novoselac is a Partner with Gowling
Lafleur Henderson LLP, joining in 2006 to
become head of the Tax Dispute Resolution
practice as part of the Tax National Practice
Group.
GRAEME STEELE
Graeme Steele is Vice President, Taxation at
the Co-Operators Group Ltd.
In effectively structuring the tax department, the goal should be to
increase efficiency and cost-effectiveness while continuing to deliver
value to the organization. This discussion details the key tax management,
tax advisory and tax reporting functions that form the framework
for structuring a tax department.
• Creating operational efficiencies with clearly defined goals and
objectives
• Developing integrated processes to enable effective day-to-day
operations
• Effective corporate oversight
• The role of technology
• When to consider outsourcing or offshoring
Federated Press is now providing delegates with access to an innovative new database containing at least 25 interactive multimedia presentations by
leading experts and approximately 20 hours of lectures on the topics covered by this course, including all slides and speakers’ papers. See the list of
presentations on page 4.
Delegates will also receive a trial subscription to the Tax Channel, a much broader resource representing hundreds of hours of interactive multimedia
lectures on leading edge Tax topics as delivered at our many recent Tax conferences and courses.

COURSE PROGRAM
TAX RISK MANAGEMENT
The changing regulatory landscape and shifting business environments
mean that tax departments face a greater risk of being noncompliant
with tax laws and regulations, and are more apt to enter
into disputes with tax authorities. This session will explore how to develop
a measured and methodical approach to tax risk management.
• Managing increasingly complex tax laws and regulations
• Dealing with resource shortages and technology constraints
• Improving processes and controls to achieve greater compliance
• Designing, testing and implementing effective internal controls
• How to avoid and resolve potential disputes with tax authorities
STAFFING STRATEGIES OF A COST EFFECTIVE TAX
OPERATION
Strategic staffing for the tax department can allow organizations to
more closely monitor their staff size and costs in order to produce
greater efficiencies. This session will look at leading staffing strategies
for the tax department to ensure the hiring and retaining of
quality people.
• Using flexible staffing to react to increased or unexpected work
loads
• Latest tools for addressing tax staffing
• Key staffing and training considerations
• Motivating and developing staff
• Methods of identifying and attracting experienced and talented tax
professionals
PARTNERING WITH OUTSIDE TAX ADVISORS
The benefits of selective outsourcing, or co-sourcing of the tax
compliance activities include a higher ROI in the tax function, freedom
from day-to-day compliance concerns, more time for planning,
exposure to the latest technology and a more accurate and timely
compliance delivery. This discussion will address strategies for partnering
effectively with outside tax advisors.
• Outsourcing vs. co-sourcing vs. advising
• How to effectively partner with your advisors
• How to select advisors and getting value for your fees
• Comparing in-house functions vs. outside partners’ role
• Differences between law firms and accounting firms
USING TECHNOLOGY TO INCREASE YOUR BOTTOM LINE
The role of technology has been growing more important in the tax
function and, as such, tax executives should be strategically involved
with major business IT initiatives. This session will examine the role
of tax executives during planning for IT initiatives and how technology
can increase the tax department bottom line.
• Achieving saving through improved use of technology
• IT transformation and the role of the tax executive
• Ensuring that IT systems capture all tax data requirements
• Guarding against lack of appropriate data
• Building the tax technology business case
TAX MANAGEMENT & PLANNING: TAX PROCESS
IMPROVEMENT
Transforming the tax group from a staff/compliance function to a full
member of the senior executive team, requires the senior tax executive
to effectively communicate with the tax group and gain their full
support for making a change. Articulating the objective with senior
management is the next step. Find out how to go about rebuilding
and expanding the tax function to meet new market demands.
• Structuring and implementing the tax function
• Hiring, retaining and motivating tax professionals
• Marketing the tax function
• Setting departmental objectives
DEVELOPING AN EFFICIENT AND TRANSPARENT
RELATIONSHIP WITH TAX AUTHORITIES AT TD BANK
Tax transparency in dealing with tax authorities is an issue that will continue
to grow in importance. This session will explore how to develop
and maintain an enhanced relationship with tax authorities in order to
minimize future difficulties.
• Identifying and meeting tax compliance requirements of tax
authorities
• Identifying, managing and mitigating compliance risk
• How transparency with the tax authorities helps in dispute resolution
• Practical advice from the TD Bank on how to maintain transparency
RESOLVING TAX DISPUTES EFFICIENTLY
Knowing how to approach the tax authorities’ different bureaucratic
levels helps resolve tax disputes efficiently and cost effectively. How
should your tax department prepare for an audit? What is the auditor
trying to achieve? This discussion will examine how to effectively deal
with tax disputes at every stage of the process.
• How is an audit protocol negotiated?
• Once an assessment is raised, how is an appeals officer
approached?
• Approaching the government lawyer once the assessment is
confirmed
• Best negotiation strategies for various government officials
EFFECTIVELY STRUCTURING AND MANAGING A SMALL
TAX DEPARTMENT
Tax executives from smaller tax departments are being asked to deliver
greater value on limited resources. When faced with the reality of
budget constraints and a shortage of skilled talent, success becomes
dependent on the ability to structure tax departments and organize
resources to deliver value. This session will examine methods for successfully
structuring and managing small tax departments.
• Essential skills required for tax management in smaller departments
• Achieving more with limited resources: structure and staffing issues
• Creating value through streamlining and reducing costs
• How to use technology to leverage limited resources
• Evaluating your resource needs
WORKSHOP
TAX DATA & INFORMATION MANAGEMENT BEST
PRACTICES
To achieve greater efficiency, tax departments need to focus on reducing
the time spent collecting and manipulating data for tax accounting
and reporting purposes. As well, they must ensure that data management
practices support compliance with respect to tax compliance.
This workshop will examine best practices for tax data management.
• Avoiding running afoul with tax authorities over inadequate records
• Designing and implementing tax-specific ERP applications
• Implementing effective tax record storage and recovery processes
• Meeting tax authority record storage requirements

MULTIMEDIA
Your registration includes an interactive multimedia database comprising the following presentations from recent Federated Press courses and conferences.
They are presented in their entirety with complete audio or video and accompanying slides. You may also purchase the multimedia proceedings of the
course which will be available on CD-ROM 60 days after the course.
Raising the Visibility & Effectiveness of the
Tax Department/ Tax Management &
Planning/ Best Practices of Highly Effective
Tax Departments
John Giakoumakis
Barrick Gold Corporation
Transfer Pricing & Real Profits
David Hogan
Fuji Photo
Reengineering the Tax Department
John Giakoumakis
Barrick Gold Corporation
Partnering with Outside Tax Advisors
Paula Moore
Cott Corporation
Creating a Value-Driven Tax Function
Brad Rowse
Bank of Nova Scotia
Raising the Visibility & Effectiveness of
the Tax Department / Tax Management and
Planning
John Giakoumakis
Barrick Gold Corporation
Best Practices of Highly Effective Tax
Departments / Creating a Value Driven Tax
Function
John Giakoumakis
Barrick Gold Corporation
Partnering With Outside Tax Advisors
Peter Effer
Shoppers Drug Mart Corporation
Dealing With CRA
Ralph T. Neville
BDO Dunwoody LLP
Transfer Pricing From a CFO’s Perspective
Martin Przysuski
BDO Dunwoody LLP
Tax Effective Supply Chain Management
Kenneth R. Turko
CCL Industries Inc.
Reengineering the Tax Department
Kenneth R. Turko
CCL Industries Inc.
Corporate Tax Fundamentals
Salvador M. Borraccia
Baker & McKenzie LLP
Reportable Transactions and Aggressive Tax
Planning
John Sorensen
Gowlings
Tax Executive’s Perspective: A Panel
Discussion
Pierre Bocti
Hewlett-Packard (Canada) Co.
Managing Risks in a Tax Audits
David C. Nathanson, Q.C.
Davis LLP
Managing Tax Audits: Key Issues
John Giakoumakis
Barrick Gold Corporation
Registration: To reserve your place, call Federated Press toll-free at 1-800-363-0722.
In Toronto, call (416) 665-6868 or fax to (416) 665-7733. Then mail your payment along with the
registration form. Places are limited. Your reservation will be confirmed before the course.
Location: Novotel Toronto Centre Hotel, 45 The Esplanade, Toronto, ON, M5E 1W2
Conditions: Registration covers attendance for one person, the supplementary course material
as described in this document, lunch on both days, morning coffee on both days and
refreshments during all breaks. The proceedings of the course will be captured on audio or
video. Multimedia proceedings with all slides and handouts can be purchased separately on a
CD-ROM which will also include the course material.
Time: This course is a two-day event. Registration begins at 8:00 a.m. The morning sessions
start promptly at 9:00. The second day ends at 4:00 p.m.
TO REGISTER FOR MANAGING A VALUE-DRIVEN TAX DEPARTMENT
Name
Title Department
Approving Manager Name
Approving Manager Title
Organization
Address
City Province Postal Code
Telephone Fax e-mail
Please bill my credit card: AMEX VISA Mastercard
# Expiration date:
Signature :
Payment enclosed: Please invoice. PO Number:
WHEN CALLING, PLEASE MENTION PRIORITY CODE:
MVDT1211/E
MAIL COMPLETED FORM WITH PAYMENT TO:
Federated Press P.O. Box 4005, Station “A”
Toronto, Ontario M5W 2Z8
Preparing for a Tax Audit: The Role of Counsel
Clifford L. Rand
Stikeman Elliott LLP
Managing a Tax Audit: The Tax Director’s Role
Pierre Bocti
Hewlett-Packard (Canada) Co.
Workshop: Tax Litigation -- Best Practices
Before the Court
David W. Chodikoff
Miller Thomson LLP
Managing Risks: A Practical Perspective
Linda Spencer
Symcor Inc.
Solving Non-Compliance Through Voluntary
Disclosure
Stevan Novoselac
Gowlings
Assessments, Objections & the Appeals
Process
Michele Anderson
Couzin Taylor LLP / Ernst & Young LLP
Dealing with Foreign-Based Information
Requests
Salvador M. Borraccia
Baker & McKenzie LLP
Managing Transfer Pricing Audits
Andrew Kingissepp
Osler, Hoskin & Harcourt LLP
Cancellation: Please note that non-attendance at the course does not entitle the registrant
to a refund. In the event that a registrant becomes unable to attend following the deadline for
cancellation, a substitute attendee may be delegated. Please notify Federated Press of any
changes as soon as possible. Federated Press assumes no liability for changes in program content
or speakers. A full refund of the attendance fee will be provided upon cancellation in writing
received prior to October 24, 2012. No refunds will be issued after this date
Discounts: Federated Press has special team discounts. Groups of 3 or more from the same
organization receive 15%. For larger groups please call.
Payment must be received prior to October 31, 2012
Phone: 1-800-363-0722 Toronto: (416) 665-6868 Fax: (416) 665-7733
/
REGISTRATION COSTS
NUMBER OF PARTICIPANTS:
COURSE: $1975
COURSE + PROCEEDINGS CD-ROM:
$1975 + $175 = $ 2150
PROCEEDINGS CD-ROM: $599
NOTE: Please add 13% HST to all prices.
Proceedings CD-ROM will be available 60 days
after the course takes place
Enclose your cheque payable to
Federated Press in the amount of:
GST Reg. # R101755163
PBN#101755163PG0001
For additional delegates please duplicate this form
and follow the normal registration process