TP Week, the unique and specialist sister publication of International Tax Review, is pleased to host the 17th annual Global Transfer Pricing Forum in London. The event will bring multinational organisations together with leading advisers from law and accounting firms. As publishers with over 25 years’ experience in the TP space, the Forum will lead the debate on the most significant topics and trends in transfer pricing today, with a keynote address from Jefferson VanderWolk, Head of Division Tax Treaty, Transfer Pricing, and Financial Transactions, Centre for Tax Policy and Administration at the OECD. Maura Parsons, Deputy Director and Head of Transfer Pricing at HMRC will also be addressing the audience on day two.
The Forum is not intended as a traditional educational style seminar. The aim is to facilitate free and transparent debate on topics from BEPS to dispute resolution. As such, taxpayers are invited to openly share experiences of how to deal with a global transfer pricing environment that is changing rapidly.
Instead of traditional press reporting on the event, TP Week editors will lead the debate with their own probing questions for the expert panellists from industry and practice and will encourage delegates to challenge the speakers' opinions.
Contributions will remain anonymous and confidential but themes that emerge – major concerns, and unanswered questions - will be presented in a report which will be seen by all subscribers to TP Week, including the OECD and major revenue authorities.
REGISTRATION & ENQUIRIES
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DAY ONE - 19 SEP
|08.30||Registration and breakfast|
|09.00||Chair’s introduction and opening remarks|
Jefferson VanderWolk, Head of Division Tax Treaty, Transfer Pricing, and Financial Transactions, Centre for Tax Policy and Administration, OECD
Update on BEPS implementation
Moderator: Filipa Correia, Director – Tax Policy, International Tax Attorney, Valente Associati GEB Partners
Moderator: Wendy Nicholls, Head of Transfer Pricing, Grant Thornton
|13.40||The work of tax professionals in a dynamic field
Ruth Lynch, PhD Scholar, Kemmy Business School, University of Limerick
Martin Laheen, PhD Scholar, Kemmy Business School, University of Limerick
Country-by-country-reporting (CbCR) and the new filing requirements
Chris Lenon, Founder, Green Tax
Moderator: Kathrine Kimball, Managing Principal and Founder, Aptis Global
|17.00||Close of day one|
|17.15||TP Week 10th birthday party|
DAY TWO - 20 SEP
|08:30||Registration and breakfast|
|09.00||Chair’s introduction and opening remarks|
Transfer pricing in the modern economy
Moderator: Larissa Neumann, Partner, Tax, Fenwick & West
Technology and transfer pricing
Moderator: Andrew Bohnet, Director, Innovate Tax
Survey results from Kemmy Business School, University of Limerick
European transfer pricing issues
Yordan Nenkov, Group Head of Tax, Coface
US tax reform
Glyn Fullelove, Group Tax Director, Informa
|16.45||Close of day two|
2017 keynote speaker: Jefferson VanderWolk
Head of Division Tax Treaty, Transfer Pricing, and Financial Transactions, Centre for Tax Policy and Administration
Jefferson VanderWolk is the head of the tax treaty, transfer pricing, and financial transactions division at the OECD Centre for Tax Policy and Administration. He is a lawyer who has been engaged in international tax practice, policy development, and scholarship since 1985. He has been a partner at Baker McKenzie and Deloitte in both London and Hong Kong, a corporate tax director at Merrill Lynch, a special counsel at the IRS Office of Chief Counsel, a law professor in Hong Kong, London, and Washington DC, and international tax counsel to the US Senate Committee on Finance. Before joining the OECD in July 2016, he was with Washington Council EY in Washington DC.
He has published extensively on tax law subjects and participates in numerous professional organisations. He became a fellow of the Chartered Institute of Taxation in 2004, serves on the academic committee for the CIOT’s advanced diploma in international taxation, and is a distinguished fellow of the Chinese University of Hong Kong’s Faculty of Law. He is admitted to practice in both the US and the UK and is a citizen of both countries.
2017 keynote speaker: Maura Parsons
Global Head of Tax and Transfer Pricing
Maura Parsons is the deputy director, head of transfer pricing at HMRC (Business, Assets and International) and chair of HMRC’s transfer pricing and diverted profits boards. Prior to taking on this role in January 2015, she was an assistant director in HMRC’s large business (financial services) where she was a customer relationship manager working with global banks.
This followed a period as head of HMRC’s APA programme, heading up the team responsible for negotiating advance pricing agreements with other tax administrations.
Earlier roles in business international involved acting as policy adviser on the interpretation of UK's transfer pricing legislation and acting as UK delegate to the OECD WP6 Business Restructuring project.
Global Head of Tax and Transfer Pricing
Maria Carolina Graterol is a lawyer, specialised in international taxation, with a Master in business administration from HEC Paris (Ecole des Hautes Etudes Commerciales de Paris). She has more than 20 years of experience in the tax and transfer pricing area.
Group Tax Director
Glyn Fullelove leads the tax team at Informa. He is also chairman of the Technical Committee and vice president of the Chartered Institute of Taxation. He has worked in tax for over 30 years, and is a Chartered Accountant and Chartered Tax Adviser. He has previously held senior finance roles at a number of UK headquartered multi-national companies, including Williams, Invensys and Misys.
Head of Tax Governance and Policy
Clive Baxter is head of tax governance and policy at Maersk. With activities that include shipping, offshore industry services, and energy, the group is active in over 120 countries throughout the world.
Before joining Maersk 17 years ago, Baxter was first vice president of tax at Danske Bank. Baxter is a UK and Danish chartered accountant. He was joint national reporter at the 1996 and 2000 International Fiscal Association congresses and a panellist in 2008, 2014 and 2016.
During 2009-10, he was president of the EMEA chapter of the Tax Executives Institute and during 2015-2016 was vice president of Region XI (Asia, Latin America and EMEA). He is also a member of the International Chamber of Commerce Tax Commission.
Group Head of Tax
Yordan Nenkov is a multilingual international tax expert with 15+ years of wide-ranging tax experience (including 10 years practicing as a French lawyer in leading law firms in France). Nenkov possesses an exceptional track record in structuring complex cross-border transactions and managing global tax affairs of large multinational businesses.
As group head of tax at Coface, Nenkov guides the organisation's global tax strategy and proactively manages the tax affairs of the group credit insurance, reinsurance and finance activities in 70+ countries. Nenkov also manages a team of 11 members including four direct reports and seven indirect reports.
Chris Lenon is the founder of Green Tax and a consultant on tax transparency, tax policy, transfer pricing and environmental tax.
Lenon was the global head of tax at Rio Tinto for 17 years from 1993-2010, followed by two years as the company’s group strategic adviser for tax policy from 2010-2012. He chaired the Tax Committee of the Business and Industry Advisory Committee to the OECD until 2012.
He also chaired the Green Tax Group at Business Europe and was a member of the Tax Policy Group at Business Europe until July 2014. From 1976 to 1986 he worked for HMRC, including 1983-1986 at the Oil Taxation Office. Lenon was a member of the ICC Tax Commission specialising in environmental tax and sustainable development, and a member of the EU Platform for Tax Good Governance.
Group Head of Tax
Mathias Hildebrandt heads Zalando’s tax department. Zalando is a fashion and technology company transforming into a multi-service platform for fashion. With a strong workforce of more than 12,000 employees of over 100 different nationalities, the company aims to impact the fashion industry and add value to all players in the fashion ecosystem. In 2016, Zalando had over €19 billion active in 16 European markets and €3.6 billion in revenue.
With more than 12 years’ experience in national and international tax matters Hildebrandt’s mission is to transform Zalando’s tax department into a strong team providing in-house advice.
Hildebrandt can also be seen as a speaker on panel discussions at tax seminars, focusing on transfer pricing, tech and big data transactions, permanent establishments, digitalisation of tax departments as well as tax compliance management.
Prior to Zalando, he worked for British American Tobacco and Baker Tilly Roelfs (now RSM). Hildebrandt is a lawyer and certified tax adviser, holds a Master of business Law and did his Ph.d. at the University of Kiel.
Rocío Bermúdez Becerra
Global Transfer Pricing Manager
Since 2013, Rocío Bermúdez Becerra has been the global transfer pricing manager at Repsol, responsible for setting up transfer pricing policies across the group. She is involved in the preparation of worldwide transfer pricing documentation, support in tax audits, providing technical advice to new intercompany transactions, and participation in TP forums (BIAC, Business Europe, UN).
In 2014, Bermúdez Becerra was designated as one of the 15 non-governmental Members of the EU Joint Transfer Pricing Forum (Mandate 2015-2019).
Previously, Bermúdez Becerra worked for Deloitte, both in Madrid and Rotterdam for more than seven years in the transfer pricing and international tax department, dealing with transfer pricing assessment, APAs negotiations and different tax planning projects.
She has a degree in business administration and a degree in law with a masters in corporate taxation. She is also fluent in English and French.
Head of International Tax & Global Transfer Pricing Director
Sam Barrett is the head of international tax & global transfer pricing at Sandvik, a high-tech and global engineering group headquartered in Stockholm, Sweden. Barrett is responsible for a team of tax lawyers and operational transfer pricing controllers managing the international tax and transfer pricing consequences of the company’s global operations including compliance, planning and controversy. Prior to joining Sandvik, Barrett was global transfer pricing manager for Kimberly Clark where he was in charge of all transfer pricing related activities including TP planning and controversy, as well as global and local country documentation efforts. Prior to joining Kimberly Clark, Barrett gained over 10 years of experience working as an adviser and was responsible for global transfer pricing in a number of multinationals located in the US, UK, Luxembourg and Mexico.
Tax and Transfer Pricing Manager
Camilla Kiss is the tax and transfer pricing manager at Aker Solutions, with 10 years’ experience from multinational companies within the automotive and oil & gas industry. She has a broad and varied experience within corporate finance, restructuring, tax and financial due diligence, strategic planning, tax audit, transfer pricing and international taxation. Kiss holds a Masters in finance with an additional executive program in transfer pricing
Managing Principal and Founder
Kathrine Kimball is the managing principal and founder of Aptis Global, headquartered in San Diego, California.
Kimball began her transfer pricing career in 1993 by formulating the analysis for the Yamaha Motors US case. Today, Kimball has nearly 25 years’ experience in global transfer pricing, value chain analysis, intangible property valuation and migration, and supply chain transformation tax planning. Kimball operates in the areas of international tax planning, tax effective supply chain strategy, transfer pricing documentation and defense, having served clients across all major industries. As a truly global transfer pricing advisor, she has served clients around the world: most recently as a global transfer pricing principal with Deloitte, previously as a vice president of CRA, and as a principal with EY, having built practices in Washington, D.C., Brussels, San Francisco, and San Diego.
She is a frequent speaker within international tax circles as well as at corporate and philanthropic events as a motivational speaker in the areas of servant leadership and mentoring. Kimball holds an MBA from the College of William & Mary and a BBA from Loyola Marymount University. She has been named consistently among the "World's Leading Transfer Pricing Advisers" in the Expert Guide published by Euromoney's Legal Media Group as well as in the International Tax Review's "Women in Tax Leaders" guide. She has also been named consistently by in-house counsel and colleagues on Euromoney's short list of "Americas Women in Business Law."
Principal, Founding Member
Sofie Stas is a principal and founding member of Aptis Global, serving as the European leader for Aptis, based in Brussels, Belgium.
Stas has 16 years of experience in transfer pricing. She started her career with EY and helped launch the transfer pricing practice within EY Belgium alongside Kathrine Kimball. She participated in global and pan-European transfer pricing and supply chain projects in various sectors such as consumer products, foods and beverages, automotive, biotech, and pharmaceuticals. For more than ten years, Stas worked as an in-house transfer pricing expert for one of the largest banks in Belgium and gained extensive experience in the specific transfer pricing issues related to the financial sector, including financing and global trading. During this time, she also gained experience in addressing the various challenges related to the development and implementation of transfer pricing systems within an international organization. Stas was involved in various transfer pricing audits across Europe and managed the transfer pricing aspects related to business restructuring and post-merger integration.
Larissa Neumann is a tax partner at Fenwick & West. Her practice focuses on US tax planning and tax controversy with extensive transfer pricing experience. She has successfully represented clients in federal tax controversies at the audit level and in IRS appeals, the US tax court and other federal courts.
Euromoney’s Women in Business Law named Neumann the “America’s Best Transfer Pricing Lawyer” in 2017. She also was named by Euromoney as one of the “World’s Leading Transfer Pricing Advisors” (2017).
Neumann was counsel in the recent important taxpayer victory involving transfer pricing in tax court for Analog Devices, Inc. v. Commissioner, 147 T.C. No. 15 (2016), and the 2017 successful resolution for Sanofi Aventis, S.A. v. United States, US Court of Federal Claims Dkt. No. 11-647T. She also is counsel for VF Corporation/Timberland in TBL Licensing LLC v. Commissioner, Tax Court Dkt. No. 21146-15, a pending tax court case that also involves § 482.
Neumann appears in International Tax Review's “World's Tax Controversy Leaders” and Euromoney’s “World’s Leading Tax Advisers”. She also appears in Euromoney’s Women in Business Law (a short list of the top women tax lawyers in the world) and International Tax Review’s “Women in Tax Leaders”. Euromoney Women in Business Law shortlisted Neumann twice for the “America’s Best Lawyer in Tax Dispute Resolution” award.
Neumann teaches international tax at the University of California, Berkeley Law School and coauthors a monthly column in Tax Notes International.
Julia Ushakova-Stein, an attorney in the Fenwick & West tax group, focuses her practice on US tax planning and tax controversy matters with an emphasis in tax pricing practice and litigation. She has represented a number of Fortune 500 companies in US federal income tax matters and has successfully represented clients in federal tax controversies at all levels.
Ushakova-Stein was on the trial team that won the Analog Devices, Inc. & Subsidiaries v. Commissioner, 147 T.C. No. 15 (Nov. 22, 2016), transfer pricing case and currently is working on TBL Licensing LLC v. Commissioner, Tax Court Dkt. No. 21146-15, a pending tax court case that also involves § 482.
Euromoney Legal Media Group “Americas Women in Business Law” named Ushakova-Stein the “Best Rising Star in Tax” in 2017 and she appears in Euromoney Legal Media Group Expert Guides: Rising Stars publication as a “Rising Star in Tax” in 2017.
Recent transfer pricing publications include, “IRS Taking a Hard Look at Transfer Pricing”, Daily Journal, September 2016.
She received her J.D. from the University of California, Berkeley, School of Law and her honors B.S.B.A., summa cum laude, in accounting from the University of Arizona, Eller College of Management.
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