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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
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