Detailed Agenda

Sunday, July 9, 2017
5:30 a.m. 3:00 p.m. Golf at the Oaks
Beau Chêne Country Club
8:45 a.m. 1:00 p.m. Creole Queen Historic Cruise & Brunch
Elevator Lobby, Level 1
1:00 p.m. 5:00 p.m. Vendor Exhibit Setup
Level 2
1:15 p.m. 5:30 p.m. NOLA Motorsports Tourna.m.ent Style Kart Racing
Elevator Lobby, Level 1
2:00 p.m. 7:00 p.m. Registration & Information Desk
Level 2
6:00 p.m. 9:00 p.m. Taste of Louisiana Jazz Reception Featuring Jeremy Davenport
Lafayette Ballroom, Level 2
Monday, July 10, 2017
7:00 a.m. 8:30 a.m. Breakfast
Lafayette Ballroom, Level 2
8:00 a.m. 4:30 p.m. Vendor Exhibits
Level 2
8:00 a.m. 4:30 p.m. Registration & Information Desk
Level 2
8:30 a.m. 9:00 a.m. Opening Ceremony

Grand Ballroom, Level 2

Call to Order

  • Kimberly L. Robinson, SEATA President
    Secretary, Louisiana Department of Revenue

Presentation of Colors

  • Louisiana National Guard

Pledge of Allegiance

  • General Russel Honoré
    Commander – Joint Task Force Katrina &
    Global Preparedness Authority

National Anthem

  • Danielle Edinburgh Wilson

Invocation

  • Bishop Tom Watson

Roll Call of States

  • Darrell Smith, Executive Director,
    Southeastern Association of Tax Administrators

Welcome to New Orleans

  • John Bel Edwards, Governor of Louisiana

Opening Remarks

  • Kimberly L. Robinson, SEATA President
    Secretary, Louisiana Department of Revenue
9:00 a.m. 10:00 a.m. General Session
Grand Ballroom, Level 2

Keynote Address

  • The New Normal: Leadership &
    Preparedness in the 21st Century

    General Russel Honoré
    Commander – Joint Task Force Katrina &
    Global Preparedness Authority
10:00 a.m. 10:30 a.m. Break
Vendor Area, Level 2
  • Meet & Greet with General Russel Honoré
10:30 a.m. 11:30 a.m. General Session
Grand Ballroom, Level 2
  • Ingenuity & Crisis
    John Besh
    Chef, Philanthropist, Restaurateur, & Author
11:30 a.m. 1:00 p.m. Delegate Luncheon
Lafayette Ballroom, Level 2
  • Ghosts of Louisiana’s Political Past
    Jay Dardenne, Commissioner,
    Louisiana Division of Administration
1:00 p.m. 2:00 p.m. Break–Out Session 1
Level 1

Transfer Pricing – The Income Shifting
Merry Go Round*

Broadmoor Room

  • Joe Garrett, Jr., Deputy Commissioner,
    Alabama Department of Revenue
  • Jonathan Hale, Revenue Examiner,
    Connecticut Department of Revenue
  • Ednaldo Silva, Managing Director,
    RoyaltyStat, Inc.

Sales Tax Compliance Issues with Historical Tax Credits*

Audubon Room

  • Kent LaPlace, Revenue Tax Auditor
    Specialist, Louisiana Department of
    Revenue
  • Alison Saunders, Tax Incentives Director,
    Division of Historic Preservation,
    Louisiana Office of Cultural Develop.m.ent

Effective Staffing Through Recruitment & Technology*

Fountainbleau Room

  • Ronald Johnson, Jr., Director, Taxpayer
    Services Division, Georgia Department
    of Revenue
  • Darcy Pyle, Assistant Director, Taxpayer
    Services Division, Georgia Department
    of Revenue

State Tax Implications of Federal Audit
Adjustment & New Model RAR Legislation*

Carrollton Room

  • Fred Nicely, Senior Tax Counsel,
    Council of State Taxation (COST)
  • Pilar Mata, Tax Counsel, Tax Executives
    Institute
  • Jaye Calhoun, Kean Miller, LLP (ABA Tax
    Section State and Local Tax Committee Chair)
2:00 p.m. 3:00 p.m. Break–Out Session 2
Level 1

Adopt or Adapt? Latest IRS Partnership
Audit Rules & the Effect on State Taxation*

  • Phillip Hackney, Law Professor,
    LSU Law Center

Measures for a Productive Audit Program*

Audubon Room

  • Darlene Allen, Revenue Tax Director,
    Field Audit Sales Tax, Louisiana
    Department of Revenue
  • Chester Cook, Director of Audits Division,
    Georgia Department of Revenue
  • Paula Jeansonne, General Counsel &
    Director of Tax Collections, St. Charles Public Schools

Financial Institution Data Match (FIDM)
& Interstate Data Sharing to
Increase Collections*

Fountainbleau Room

  • Diane Hogan, Business Development
    Manager, Data Match Services, Informatix, Inc.
  • Danielle Pittman, Data Match Program
    Director, Informatix, Inc.

Update on Fraud Activity Roundtable*

Carrollton Room

  • Barry Kelly, Revenue Tax Director,
    Louisiana Department of Revenue
  • Joe Garrett, Jr., Deputy Commissioner,
    Alabama Department of Revenue
  • Kendra Carroll, Senior Fraud Strategist,
    Georgia Department of Revenue
3:00 p.m. 3:30 p.m. Break
Vendor Area, Level 2
3:30 p.m. 4:30 p.m. Break–Out Session 3
Level 1

Louisiana Approach to Individual Income
Tax Audits (Government Delegates Only)*

Broadmoor Room

  • Luke Morris, Assistant Secretary,
    Office of Legal Affairs,
    Louisiana Department of Revenue

Online Hotel Rooms*

Audubon Room

  • Ricky Haven, Director of Sales & Use Tax,
    Kentucky Department of Revenue
  • Peggy Parker, Revenue Tax Research
    Analyst, Louisiana Department of Revenue
  • Rick Gilbert, Assistant Director of Interstate
    Examination Section, North Carolina
    Department of Revenue

Collections – A Discussion About
Collection Issues,
Solutions & New Innovations*

Fountainbleau Room

  • Reco T. Knowles, Ph.D., Revenue Tax
    Director, Louisiana Department of Revenue
  • Bryan Peters, Revenue Tax Director,
    Louisiana Department of Revenue
  • Ronald Johnson, Jr., Director, Taxpayer
    Services Division, Georgia Department
    of Revenue
  • Scott Purvis, Director of Collections,
    Georgia Department of Revenue

Impact of IRS Budget Cuts on State Tax
Administrators*

Carrollton Room

  • Jamie Woodward, Business Liaison,
    Fast Enterprises
5:00 p.m. 6:00 p.m. Commissioners/Executive Committee/
Industry Council Reception (Invitation Only)
The Ritz–Carlton Suite, Level 15
Tuesday, July 11, 2017
7:00 a.m. 8:30 a.m. Breakfast
Lafayette Ballroom, Level 2
8:00 a.m. 4:30 p.m. Vendor Exhibit Setup
Level 2
8:00 a.m. 4:30 p.m. Registration & Information Desk
Level 2
8:30 a.m. 10:00 a.m. General Session – Commissioners Panel

Grand Ballroom, Level 2

Jason Decuir, Moderator
Principal, Ryan

10:00 a.m. 10:30 a.m. Break
Vendor Area, Level 2
10:30 a.m. 11:00 a.m. General Session – Economic Update*
Grand Ballroom, Level 2
  • Dr. Steven M. Sheffrin
    Professor of Economics,
    Director of the Murphy Institute,
    Tulane University
11:00 a.m. 12:00 p.m. General Session – State Impact of
Federal Tax Reform*
Grand Ballroom, Level 2
  • Karl Frieden, VP and General Counsel of
    the Council on State Taxation (COST)
12:00 p.m. 1:30 p.m. Commissioners & Executive Committee
Lunch/Business Meeting (Invitation Only)
Mercier Terrace & Courtyard, Level 14
Industry Council Lunch/Business Meeting (Invitation Only)
Acadia, Level 2
Delegates – Lunch on Your Own
1:30 p.m. 2:30 p.m. Break–Out Session 4
Level 1

Ding–Ding! The Big Easy Income Tax Brawl*

Broadmoor Room

  • Mark F. Sommer, Partner, Frost Brown
    Todd, LLC
  • Jordan M. Goodman, Co–chair of the firms
    State and Local Tax (SALT) Group, Horwood
    Marcus & Berk Chartered
  • Luke Morris, Moderator
    Assistant Secretary, Office of Legal Affairs,
    Louisiana Department of Revenue

Nexus for Online Purchases – Burning Issue or Extinguished Debate?*

Audubon Room

  • Antonio Ferachi, Director, Litigation
    Division, Louisiana
  • Matthew A. Mantle, Partner, Jones Walker

Millennials in the Workplace*

Fountainbleau Room

  • Sophia Pipsair, Human Resources Director,
    Louisiana Department of Revenue
  • Jared Champagne, Human Resources
    Analyst, Louisiana Department of Revenue

Property Tax Issues*

Fountainbleau Room

  • Fred Nicely, Senior Tax Counsel,
    Council of State Taxation (COST)
  • Jesse “Jay” R. Adams, III,
    Partner, Jones Walker
2:30 p.m. 3:00 p.m. Break
Vendor Area, Level 2
3:00 p.m. 4:00 p.m. Break–Out Session 5
Level 1

Gross Receipts Tax – The Good, the Bad &
the Ugly*

Broadmoor Room

  • Robert L. Wollfarth, Sharholder, Baker,
    Donelson, Bearman, Caldwell & Berkowitz, PC

Ding–Ding! The Big Easy Sales Tax Brawl*

Audubon Room

  • Russell “Rusty” J. Stutes, Jr., Managing
    Partner, Stutes & Lavergne
  • Judge Bill Thompson, Thompson State Tax
    Consulting
  • Antonio Ferachi, Moderator
    Director, Litigation Division,
    Louisiana Department of Revenue

Achieve Customer Satisfaction Through a
More Robust Website*

Fountainbleau Room

  • Morgan Powers, Assistant Director of
    Taxpayer Services Division,
    Tennessee Department of Revenue
  • Don Graham, Director of Collection
    Services Division, Alabama Department
    of Revenue

Partnering to Prevent & Protect Against
Fraud: An Overview of the Identity Theft
Tax Refund Fraud–Information Sharing &
Analysis Center (IDTTRF–ISAC) Partnership*

Carrollton Room

  • Lynne Riley, Commissioner,
    Georgia Department of Revenue,
    Member of the IDTTRF–ISAC Senior
    Executive Board
5:00 p.m. 6:00 p.m. Buses Depart for Mardi Gras World
Gallery Foyer, Level 1
6:00 p.m. 7:00 p.m. Cocktail Hour(Adults Only)
Mardi Gras World
7:00 p.m. 10:00 p.m. Closing Banquet featuring Rockin’ Dopsie
and the Zydeco Twisters
9:00 p.m. Youth – Second Line Parade to Greet Parents
Mardi Gras World
9:30 p.m. 10:30 p.m. Buses Return to The Ritz-Carlton Every 15 Minutes
Mardi Gras World
Wednesday, July 12, 2017
8:30 a.m. 10:00 a.m. Commissioners & Executive Committee
Breakfast/Business Meeting (Invitation Only)
Evangeline, Level 2
8:30 a.m. 10:00 a.m. Audit Information Exchange Committee
Breakfast/Business Meeting (Invitation Only)
Orleans, Level 2
8:30 a.m. 11:00 a.m. Tennessee Debriefing/Breakfast(Invitation Only)
Acadia, Level 2