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Gary Stone is a Partner in PwC's Chicago office, and has been with the firm since 1988 and formerly the Global leader of the PwC Transfer Pricing network. Dr. Stone has directed and performed numerous analyses of intercompany pricing and economic valuation issues for Fortune 500 size companies. In particular, Dr. Stone has performed projects in the automotive, banking, chemical, computer hardware and software, cosmetics, distribution, electrical controls and equipment, financial markets, food processing, heavy and industrial equipment, medical supplies, mining, pharmaceuticals, plastics, retailing, semiconductor and telecommunications industries. Prior to joining the firm, he was an independent consultant and Assistant Professor of Economics; has written numerous articles and has made numerous presentations around the globe regarding transfer pricing.
Kathryn is a Principal is PwC’s Transfer Pricing group based in Washington DC. Prior to joining PwC in 2013, Kathryn was the Global Transfer Pricing Leader for GE, where she managed transfer pricing risks and opportunities, oversaw documentation and controversies, coordinated global strategy, and led a 50 strong team of transfer pricing professionals. During Kathryn’s time with the IRS she helped launch the Advance Pricing Agreement program and was awarded IRS's Attorney of the Year in 1994. In her 26 year career, Kathryn has established herself as a frequent speaker at high-profile international conferences and worked closely with the OECD on all aspects of transfer pricing, more recently their work on Base Erosion and Profit Shifting.
Brandon de la Houssaye is a transfer pricing director at Walmart Stores, Inc. His responsibilities include all areas of the transfer pricing life cycle, both international and domestic, with particular focus on policy development and audit support. Brandon was formerly with GE Healthcare where he held the same level of responsibilities, and prior to GE he held various transfer pricing consulting roles. Brandon has an MBA from Fisher COB / Ohio State University.
Niraja Srinivasan leads the Global Transfer Pricing organization at Dell. Prior to Dell, she spent 8 years at GE in a number of business and corporate transfer pricing and valuation/M&A roles. Niraja is a PWC alumni and has over 15 years of experience as a transfer pricing economist.
Miss Ilka Ritter is currently Associate Expert in the International Tax Cooperation Section of the UN's Financing for Development Office in New York, working in particular on transfer pricing issues and the taxation of the extractive industries. In her previous functions, she advised parliamentarians and governments on taxation and governance issues while working for German Technical Cooperation (GIZ), Friedrich Ebert Stiftung and the European Commission. Previous to obtaining a Master in Public Policy, Ilka Ritter studied for a B.Sc. in International Business Studies and a B.A. in European Studies both at University Maastricht.
Humberto M. Reboredo is Director and Global Head of Transfer Pricing for Credit Suisse. He manages a team of 10 professionals around the world advising and implementing transfer pricing policies for the bank. Prior to his current role, Mr. Reboredo was a Tax Counsel for Credit Suisse advising on a broad variety of corporate and partnership taxation issues, including the taxation of financial products. Mr. Reboredo is currently a member of the Executive Committee of the Committee of Banking Institutions on Taxation. Before joining Credit Suisse, Mr. Reboredo was a Vice President and Tax Counsel at Morgan Stanley and an Associate at Cravath, Swaine & Moore LLP.
Esther is the Head of Transfer Pricing at TD Bank Group. Esther is accountable for transfer pricing compliance, audit risk analysis and management, policy, training and tax planning strategy. Esther acts as primary liaison with tax authorities on transfer pricing issues, provides advice in product offers and deal structures, provides thought leadership in emerging issues, provides transfer pricing subject matter expertise, build and maintain strong relationships within and across finance and businesses of TD Bank Group. Prior to joining TD Bank Group in 2006, Esther worked at PricewaterhouseCoopers’ Transfer Pricing Group. Esther has a Bachelor of Arts Co-op Accounting degree from the University of Waterloo and a Bachelor of Law degree from Osgoode Hall, York University.
Mayra Lucas has been a transfer pricing advisor at the OECD since June 2008. Her work focuses mainly in the core programme of work on transfer pricing, being actively involved in the project on transfer pricing of intangibles and transfer pricing documentation; and the work with non-OECD economies, with a special focus on Latin American countries. Previously, she worked as a senior tax consultant for Deloitte, as a consultant for DG Taxation at the European Commission and as a tax and corporate lawyer at Cuatrecasas, Gonçalves Pereira. She holds an LLM in Taxation from New York University School of Law.
Randall Fox provides technical assistance on transfer pricing and APA matters to World Bank Group member countries around the world. He has developed and executed on-the-ground capacity building workshops on technical transfer pricing and APA matters in numerous countries. He has also assisted with the drafting of transfer pricing guidelines and APA procedures, and is currently helping establish several APA programs around the world. Before joining the World Bank Group, Randall was an APMA team leader with the IRS who focused mainly on cases involving high-value intangibles. He has resolved cases with numerous countries, and was responsible for coordinating all MAP and APA cases between the US and Switzerland. He has also spent time in the private sector with both Duff & Phelps and Ernst & Young focusing on transfer pricing and APAs.
Josef Hajek is the Sr. VP of Tax & Governmental Affairs at Tupperware Brands Corporation. Josef joined Tupperware in 1996 and is currently responsible for the worldwide tax and governmental affairs functions of the company. Prior to joining Tupperware, he was with Price Waterhouse in Chicago. Josef has extensive experience in international taxation, Transfer Pricing, global restructurings, bilateral Advanced Pricing Agreements, Competent Authority and Permanent Establishment disputes. He received his undergraduate degree from DePaul University and MBA from Kellogg School of Management, Northwestern University in Chicago, IL.
Katherine Amos is the Vice President of Transfer Pricing Strategy at Eaton, an Irish-based multinational focused on power management products and services with sales to customers in over 175 countries. Previously, she was the global head of transfer pricing for Tyco International, a Swiss-based multinational operating in a variety of markets. Katherine also spent 17 years in transfer pricing consulting at PricewaterhouseCoopers LLP and Ernst & Young LLP working with companies in a variety of industries with transfer pricing planning, documentation, and controversy needs.
Charles Middleton is a tax lawyer focusing on international transactions and reorganizations. Currently SVP and Tax Counsel for Oxbow, a global trading company in West Palm Beach Florida, Mr. Middleton previously held senior tax positions at GE, Caterpillar and Walmart. At Walmart, Mr. Middleton was VP for International Tax responsible for Walmart’s tax planning globally. At Caterpillar, Mr. Middleton led the worldwide tax team at Caterpillar Financial. At GE, Mr. Middleton led the tax teams at GE Asset Management, GE’s $200B asset management business and FGIC, GE Capital’s bond insurance company. Prior to entering the corporate sector, Mr. Middleton was a tax associate at Paul Hastings and McKenna Long in Atlanta. His academic background includes an LLM in Taxation from New York University, a JD from Alabama School of Law and the Chartered Financial Analyst designation. He is admitted in Florida, Alabama, Georgia, England and Wales. Mr. Middleton has experience in the taxation of US multinational corporations with emphasis on outbound global M&A transactions, transfer pricing and IRS audit defense.
Jim Huber is a Senior Director, Transfer Pricing, at Tyco. Prior to joining Tyco in June 2012, Jim was a transfer pricing managing director with PwC New York specializing in providing consulting services to a range of clients from large MNCs to small start-up companies across varied industries, including industrials, consumer goods, retail, and pharmaceuticals. Jim has experience in managing large global restructuring engagements, documentation studies and intangible property migration projects. Jim began his transfer pricing career with KPMG in 1997.
Ognian Stoichkov currently serves as global transfer pricing director for PepsiCo, Inc. He has responsibility for the global transfer pricing policy and global strategic projects for the company. Prior to joining PepsiCo, Ognian spent 14 years with Big 4 transfer pricing practices in Detroit, Short Hills, NJ and New York. He has a B.A. in Economics from Reed College, a M.A. in Economics and Ph.D. Candidacy in Economics from the University of Michigan, Ann Arbor.
Juan Carlos Ceballos heads up operational transfer pricing at Thermo Fisher Scientific. he is a transfer pricing specialist with 15 years of experience in big four accounting firms and as an in-house transfer pricing expert. Juan Carlos the knowledge and skills to plan, implement and defend tax-efficient transfer pricing policies.
Mr Sam T Y Sim chairs the Capital Markets Tax Committee Transfer Pricing Sub-committee and is Head of Wholesale Banking Transfer Pricing for Standard Chartered Bank, a U.K. global banking group with networks in over 70 countries with a focus on Asia, Africa and the Middle East. He leads a team of professionals in Singapore and India covering tax transfer pricing globally for the institutional and commercial banking businesses of Standard Chartered across Corporate Finance, Global Markets (including FICC and Equities), Capital Markets & Syndications, Principal Finance and Transaction Banking. Prior to joining Standard Chartered Bank, Mr Sim was previously a tax attorney in New York and an Assistant Director at the Monetary Authority of Singapore. He has a B.A. and M.A. (Economics) from Cambridge University, an L.LM (Taxation) from New York University and is a qualified attorney of both the New York and Singapore Bars.
Jill Weise joined Duff & Phelps in 2012 as a managing director leveraging more than 18 years of transfer pricing expertise. Jill is currently the Salem Office City Leader, where she leads the New England transfer pricing team. Throughout her career, she has worked with clients in New England and beyond to address an array of transfer pricing issues – including planning analyses, global studies, advance pricing agreements, controversy, litigation (including expert witness testimony), state transfer pricing, cost sharing, intangible asset migration, FIN 48 calculations, and documentation for penalty protection. Jill has extensive industry experience in such areas as high-tech, computer software, biotechnology, medical instrumentation, pharmaceuticals, industrial products, chemicals, food and beverage, retail, and automotive. Prior to joining Duff & Phelps, Jill was the leader of Ceteris’ Boston practice and was integral to building the practice to the success it is today.
Michael Lennard is Chief of International Tax Cooperation in the Financing for Development Office of the United Nations. This work has a particular focus on ensuring the fairness and workability of international tax norms, including achieving greater developing country input into those norms, and encouraging cooperation to improve tax systems and administrations, as a spur to sustained development. Previously Mr Lennard was a tax treaty adviser in the OECD Tax Treaty Secretariat in Paris for three years and prior to that he worked on tax treaty and other international tax matters at the Australian Tax Office. He had earlier worked in the Australian government’s Office of International Law. He has led Australian negotiating teams on trade, investment, and tax treaty matters and has prepared argument for matters before the Australian High Court, the US Supreme Court and the WTO. His published work on treaty interpretation has been cited before WTO panels and before the WTO Appellate Body. Mr Lennard has degrees from the University of Tasmania, the Australian National University and Cambridge.
Sergio Abrajan Sevilla is a CPA and MBA, with more than 25 years of professional experience in the field of corporate taxation in Mexico and internationally. Sergio is currently Tax Director of Telefonica in Mexico. He is member of the IFA and of Colegio de Contadores Publicos de Mexico. Sergio is a frequent speaker at prominet tax conferences both in Mexico and internationally.
David Ernick is a Principal in the Transfer Pricing Practice of PricewaterhouseCoopers’ (PwC) Washington National Tax Services office. Prior to joining PwC, David was Associate International Tax Counsel at the U.S. Treasury Department. While at Treasury from 2004-2013, his responsibilities included negotiating tax treaties and trade agreements, drafting regulatory guidance, and advising on legislative matters. He also represented the United States as a delegate to the Organization for Economic Cooperation and Development Working Party No. 6 on Transfer Pricing, and served as the Chair of its Special Session on Business Restructurings.
David is the Global Leader of PwC's Tax Controversy and Dispute Resolution Network. David works with multinational companies on international tax matters focused on corporate tax planning, structuring worldwide businesses, transfer pricing, mergers and acquisitions, and the management and resolution of domestic and global tax controversies. During David's years as an international tax partner at one of the world’s largest law firms, David served as Chair of the Washington, D.C. Tax Practice, Chair of the Tax Controversies and Litigation Practice, and Chair of the Transfer Pricing Practice. David is a member of the American Bar Association, the District of Columbia Bar, and has been admitted to practice before the U.S. Tax Court, the U.S. Court of Federal Claims, as well as numerous U.S. Federal Courts of Appeal, and the U.S. Supreme Court.
Clark Armitage joined Caplin & Drysdale as a Member in 2013. Mr. Armitage advises multinational corporations on transfer pricing matters, from planning to cross-border dispute resolution. He has a strong background interacting with tax authorities on advance pricing agreements and competent authority matters for corporations in a variety of industries. Mr. Armitage served as Deputy Director in the IRS Advance Pricing Agreement Program and, on a detail, as the Tax Treaty Manager responsible for Canadian Competent Authority cases.
David is a principal in PwC’s Global Transfer Pricing practice and leads the firm’s End to End TP Execution group which focuses on the practical implementation of policies within financial and IT systems, and the associated communication and accounting/tax process improvement issues.
David is a commercial international tax professional with over 19 years' experience (12 as partner/principal). He has extensive large company planning and corporate compliance experience, with credentials in the areas of tax-efficient financing, M&A planning, and intellectual property/business structuring. Since 2010 David has focused specifically on transfer pricing execution, and is a recognized thought leader in this emerging practice area. He is a Chartered Accountant, Chartered Tax Adviser, and Enrolled Agent.
Ednaldo Silva PhD, is the Founder of RoyaltyStat LLC. He is an economist specialising in transfer pricing controversy and the valuation of intangibles and has extensive experience with litigation support and as economic expert in cases involving
transfer pricing controversy and APA submissions. While serving as Chief Counsel, Internal Revenue Service, Ednaldo Silva served as a drafting member for the Section 482 (Transfer Pricing) Regulations and as the first economist in the APA Program. He was responsible for introducing the “Comparable [Operating] Profits” Method (CPM, TNMM under the OECD Guidelines), the “Best Method Rule,”
and the Arm’s Length “Range” under the Section 482 Regulations.
Graeme Wood joined the Procter & Gamble Company in 1988 as UK tax manager after previously having worked at Deloitte Haskins & Sells. In 2006, Graeme became Director, Global Taxes – Transfer Pricing within the Geneva office, relocating to Cincinnati in 2008. Graeme has also been involved with providing guidance to the OECD on business restructuring issues, presenting to an OECD Roundtable in 2005 and becoming a member of the Business Advisory Group for a recent Business Restructuring project.
Mr. Pedevilla is a Transfer Pricing Principal in the Miami office of PwC. Due to his extensive experience in global and regional documentation and planning projects, he has been named as the Global leader of PwC’s service offering Global Coordinated Documentation (“GCD”). In addition, he is the Transfer Pricing Latin America Coordinator in the US, leading the Transfer Pricing Latin America Business Center. Mr. Pedevilla has extensive experience in the coordination and management of global and regional planning, restructuring and documentation projects. He has been heavily involved in the management of transfer pricing audits in Argentina, Costa Rica, Mexico and the U.S. In addition, he assisted in developing PwC’s Transfer Pricing practices in Argentina, Chile, Colombia, Dominican Republic, Ecuador, Peru, Mexico, Uruguay and Venezuela.
Jay Urquidi is a Manager of Global Transfer Pricing at Marsh & McLennan Companies, a Fortune 500 professional services firm, where he oversees tax transfer pricing for major subsidiaries worldwide. An adjunct Lecturer at NYU’s School of Continuing & Professional Studies, Jay teaches Introductory and Intermediate Transfer Pricing. With over 10 years in his field, Jay has published extensively, including a chapter in the Transfer Pricing Manual and articles in the New School Economic Review and the Transfer Pricing International Journal. Jay holds a B.A. in economics from New York University, and a Master of Public Administration degree from the University of Pennsylvania.
Kriti has has been employed with the Inland Revenue Department for the last nineteen years in various positions within the Department including: Investigator, Team Leader (Investigations), Manager (Investigations) and she currently holds a position of a Principal Advisor Transfer Pricing. In her current role, Kriti is responsible for the negotiation of Advanced Pricing Agreements, providing technical transfer pricing analysis, providing support and training for Investigation staff and the resolution of complex transfer pricing disputes. Kriti is a Chartered Accountant and a member of the New Zealand Institute of Chartered Accountants.
*** This is a partial list only. Many other industry names to be confirmed soon for 2015! ***