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Program Guide
April - June 2014
Stay tuned in
Webcast series
for executives
1	 About Dbriefs
2	 Financial Executives
Transactions & Business Events
Financial Reporting
Business Strategy & T...
Anticipating tomorrow's complex issues and new strategies is a challenge.
Stay tuned in with Dbriefs – live webcasts that ...
Transactions  Business Events
Host: David Williams
Trade-based Money Laundering Revisited: International Trade Risks
For program information, visit 3
Financial Executives
Financial Reporting
Host: Bob Uhl
Driving Enterprise Value
Host: Rich Rorem
The CFO Agenda: What is Top of Mind for CFOs in 2014?
 April 16, 3:00 PM ET
For program information, visit 5
Financial Executives
Governance, Risk  Compliance
Host: Donna...
Banking  Securities
Potential Impacts of Regulatory Developments in Financial
Accounting and Reporting, Valua...
For program information, visit 7
Investment Management
Fraud Prevention: Do You Have the Right...
Real Estate
Host: Bob O’Brien
Global Real Estate Market Update: Around the World in 60 Minutes
 April 8, 11:0...
For program information, visit 9
The Changing Nature of Mobility: Unde...
Retail  Distribution
Host: Kasey Lobaugh
Digital’s Growing Influence in Retail: Common Misperceptions About
This Import...
For program information, visit 11
Technology, Media  Telecommunications
Host: Eric Openshaw
Energy  Resources
Host: John McCue
MA in Alternative Energy: What's Driving Recent Activities?
 April 24, 2:00 PM ET
For program information, visit 13
Federal  State Government
Host: Steve Dahl
States' Evolving ...
China Issues
Challenging Landscape for China’s Cross-border MA
 April 25, 11:00 AM ET
Host: Chris Cooper
Presenter: Pat...
For program information, visit 15
Private Companies
Import, Export, and VAT Compliance...
Technology Executives
Host: Bill Briggs
Industrialized Crowdsourcing: The Future of Workforce, Labor,
and Resource Util...
For program information, visit 17
HR Executives
HR Executives
Host: Burt Rea
Leaders at All Le...
Financial Reporting for Taxes
Host: Vickie Carr
Tax Considerations for Carve-out Financial Statements: Slicing
through ...
For program information, visit 19
Global Mobility, Talent  Rewards
Host: Elizabeth Drigotas
Federal Tax
Collaboration Agreements: Do They Make Good Business Sense For
Your Company?
 May 13, 2:00 PM ET
Host: Kay ...
For program information, visit 21
Tax Operations
Host: Nathan Andrews
Global Tax Compliance an...
Transfer Pricing
Host: Mark Nehoray
Strategic Transfer Pricing: A Growing Imperative for Multinational
For program information, visit 23
International Tax
International Tax Update: Belgium, A Gatew...
From Deloitte  Touche LLP
Elia Alonso, Principal; Jason Barnes, Partner; Brian Boufarah, Partner;
Chris Cooper, Partner; F...
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by
Deloitte Dbriefs   Program Guide | April - June 2014
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Deloitte Dbriefs Program Guide | April - June 2014


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Object : Anticipating tomorrow's complex issues and new strategies is a challenge. Stay tuned in with DBRIEFS Llive webcasts that give you valuable insights on important developments affecting your business
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Deloitte Dbriefs Program Guide | April - June 2014

  1. 1. Dbriefs Program Guide April - June 2014 Stay tuned in Webcast series for executives
  2. 2. Contents 1 About Dbriefs 2 Financial Executives Transactions & Business Events Financial Reporting Business Strategy & Tax Driving Enterprise Value Governance, Risk & Compliance 6 Industries Banking & Securities Financial Services Investment Management Insurance Real Estate Automotive Process & Industrial Products Retail & Distribution Travel, Hospitality & Leisure Health Sciences Technology, Media & Telecommunications Energy & Resources Federal & State Government 14 Markets China Issues Private Companies 16 Technology Executives 17 HR Executives 18 Tax Executives Financial Reporting for Taxes Multistate Tax Global Mobility, Talent & Rewards Federal Tax Tax Operations Transfer Pricing International Tax 24 Our presenters
  3. 3. Anticipating tomorrow's complex issues and new strategies is a challenge. Stay tuned in with Dbriefs – live webcasts that give you valuable insights on important developments affecting your business. Dbriefs features topical series that are: • Informative, with a variety of timely, relevant business topics aimed at an executive-level audience. • Interactive, with immediate and measurable feedback through polls and surveys, including real-time benchmarking with your peers. • Convenient, one to two hour live webcasts in the comfort of your own office. • Flexible, offering archived webcasts available anytime, from anywhere, for 180 days after the live presentation. • Educational, with Continuing Professional Education (CPE) credit available toward career development for live webcasts. How to join Dbriefs 1. Visit 2. Select your Dbriefs subscriptions, enter your email address, and click submit. Once you are a Dbriefs subscriber, you will receive regular emails for your chosen series through which you can register for individual webcasts. After you register for your first webcast, you will have access to Express Registration, which allows you to register for webcasts using only your email address. About Dbriefs Gain practical knowledge from leading Deloitte practitioners. As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
  4. 4. 2 Transactions Business Events Host: David Williams Trade-based Money Laundering Revisited: International Trade Risks and Vulnerabilities April 23, 2:00 PM ET Presenters: Alison Clew and James A. Dinkins, Executive associate director of Homeland Security Investigations, U.S. ICE Among the inherent risks of conducting business globally is the growing threat of sophisticated money laundering schemes, which negatively impact legitimate commerce. Is your company at risk? We'll discuss: • Forms of illicit money movements that can undermine legitimate business and commerce, including bulk cash smuggling, narcotics trafficking, and commercial trade fraud. • Lessons from the Trade Transparency Unit of the Department of Homeland Security. • Red flag indicators of trade-based money laundering and other schemes, including vendor payments by unrelated third parties, false reporting of commodities, and unusual shipping routes or shipping methods. Gain insights on how to identify and combat potential threats as you conduct business in world markets. Data Analytics and Corporate Investigations: The Evolution from Magnifying Glass to Digital Laboratory May 14, 2:00 PM ET Presenters: Ron Schwartz and Gregory Swinehart Virtually all crime scenes contain physical evidence – or fragments of the story – that skilled investigators can piece together to tell the story and help bring justice. A potential risk to businesses is that these crimes – or financial frauds and corruption – are increasingly being committed with advanced technologies within an ever-increasing sea of data. We'll discuss: • How the evolving landscape of big data, social media, mobile computing, and the cloud can impact corporate investigations. • Application of advanced analytics, tools, and techniques to help reconstruct events. • Case studies and application demonstrations from the field. Learn how data analytics tools can be used to conduct effective corporate investigations in the digital era. Cyber-resilience Enterprises: Insuring a Virtual Reality June 19, 2:00 PM ET Presenters: Matthew Larson and Mark Massey   Cyber-insurance is a key cyber-defense employed by many businesses to help assure stakeholders that the company is addressing certain compliance risks. What are important considerations when you purchase such insurance? We'll discuss: • Considerations for linking cyber threats back to insurance coverage and understanding the nature of likely financial losses. • Strategies for quantifying potential financial exposures and probable losses based on recent data breach experiences. • Cyber Incident Response – what to look for in this table stakes coverage and Cyber Incident Response's importance as part of an enterprise's cyber resiliency. Learn about the role of cyber-insurance in addressing cyber-risk and how to become a more cyber-resilient organization. Financial Executives
  5. 5. For program information, visit 3 Financial Executives Financial Reporting Host: Bob Uhl EITF Roundup: Highlights from the June Meeting June 17, 2:00 – 3:30 PM ET Presenters: Adrian Mills and Sean Prince The FASB’s Emerging Issues Task Force (EITF) will meet in June to review emerging issues. We’ll discuss the results of this meeting, which we expect will include: • Issues not resolved at the March meeting. • Additional issues added to the EITF agenda. Stay in touch with new accounting guidance and potential future guidance resulting from the deliberations of the EITF. Quarterly Accounting Roundup: An Update on Important Developments June 25, 2:00 – 3:30 PM ET Presenter: Karen Wiltsie Do you know what issues the standard-setters and regulators have been addressing lately? We’ve been monitoring their projects and will discuss: • Accounting, standard setting, and reporting developments for the quarter. • Recent positions on accounting and reporting of the FASB, IASB, SEC, and PCAOB. • Other hot topics. Join us to hear about the latest developments. Business Strategy Tax Host: Mark Steiger Data Analytics and Workforce Strategies: New Insights for Tax Efficiency and Performance Improvement May 5, 2:00 PM ET Presenters: James Bowtell, Forrest Danson, and Nick Gonnella   Organizations are finding new ways to apply data analytics for informed decision making to drive desired business outcomes. How can finance executives use analytics in global talent, rewards, and employment tax programs to create value across the business? We'll discuss: • Ways analytics may drive effective decision-making and new insights into an organization. • Leveraging analytics to identify, manage, and mitigate tax risks, including effective ways to understand and view potential tax exposures. • Identifying potential tax efficiencies through tax planning and compliance associated with global talent, rewards, and employment tax programs. Learn how leading organizations are deploying data analytics to create value in their workforce strategies.
  6. 6. 4 Driving Enterprise Value Host: Rich Rorem The CFO Agenda: What is Top of Mind for CFOs in 2014? April 16, 3:00 PM ET Presenters: Greg Dickinson, Ajit Kambil, and Pete Shimer Businesses today face a growing array of internal and external challenges, many of which have financial and operational implications. How are CFOs of larger businesses responding? We’ll discuss: • CFOs’ assessments of business conditions and their most worrisome risks as they look ahead. • Where companies and their CFOs are focusing efforts in response to their issues, including plans to improve revenue and profitability. • How finance organizations and CFOs are adapting and adding value, including serving as strategists and catalysts within their organizations. Gain insights from leaders of Deloitte’s CFO Program to learn how CFOs of leading companies are addressing today's dynamic business environment. Strategic Cost Management: A Path to Sustained Performance Improvement and Decision Making May 21, 3:00 PM ET Presenters: Jason Barnes and Mark Fedro Businesses are increasingly focused on cost transparency to enable cost reduction, margin improvement, financial integrity, and forecast accuracy. How does cost alignment lead to more consistent and insightful profitability views of the business for decision making? We’ll discuss: • Common costing issues that cause non-optimal decision making, including global consistency, inadequate cost methods, and system constraints. • Cost management leading practices that help identify value levers, enable performance improvement, and create stronger alignment between finance and the businesses. • Case studies demonstrating how cost alignment and transparency drive significant, sustained business value. Learn how improved cost transparency and alignment can drive value in new areas across the business. CFOs and Globalization: The Call for Chief Frontier Officers June 18, 3:00 PM ET Presenters: Bob Comeau and Pete Shimer Globalization is adding new complexities as companies extend beyond low-cost manufacturing locations into new consumer markets. Why are CFOs emerging as point leaders, what are realities of their new role, and what skills will make them effective Chief Frontier Officers? We'll discuss: • Translating global ambitions into practical realities – extending the finance function to address financing, investment, operations, and valuation. • Capabilities CFOs can leverage in this new role, including oversight of enterprise data, insights into investment decisions, analytics, and enterprise performance management. • Enhanced skills CFOs need, including curiosity, capacity for surprise, courage, character, and collaboration. Learn about the expanding role of CFOs as the nature of globalization evolves. Financial Executives Be ready Discover why complex supply chains require sophisticated tools to monitor risks, predict disruptions, and support rapid recovery. To read the report, visit:
  7. 7. For program information, visit 5 Financial Executives Governance, Risk Compliance Host: Donna Epps COSO Implementation Insights and Other Internal Control Hot Topics April 28, 2:00 PM ET Presenters: Mohammed Ahmed, Jennifer Burns, and Sandy Herrygers With companies preparing to adopt the COSO 2013 Internal Control – Integrated Framework, many have chosen to refresh and improve their organization’s existing internal controls. What steps are they taking, and where are they focused? We’ll discuss: • Leading practices in preparing for adoption of the 2013 COSO Framework, including considerations for performing a GAP analysis of the current control structure and the new COSO Framework. • Common internal control challenges. • Ways to challenge and enhance current fraud risk assessments in light of the 2013 COSO Framework. Examine effective internal control and fraud risk assessment practices that can advance the adoption of the 2013 COSO Framework. Risk Intelligent Social Business: Governing Social Media to Protect Reputation May 22, 2:00 PM ET Presenters: Steve Lunceford, Doug Palmer, and Khalid Wasti As companies increase their use of social media, it’s important to identify and monitor potential risks. Where should executives focus when assessing organizational risks tied to social media activities, and what oversight is needed as use of social media tools grow? We’ll discuss: • How to identify risks such as data leakage, reputation damage, and regulatory issues. • Effective practices for social media governance, including leveraging internal audit capabilities. • Consequences of ineffective or incomplete social media monitoring, including brand-damaging negative publicity or regulatory violations. Learn more about the top areas of social media risk and real strategies you can put in place to mitigate potential issues. Compliance Leading Practices and Insights June 26, 2:00 PM ET Presenters: Keith Darcy, Thomas Rollauer, and Matt Kelly, Editor-In-Chief, Compliance Week In an era of increasing regulatory scrutiny in the U.S. and other countries, corporate compliance programs and activities are rapidly evolving. What emerging risks and trends are compliance executives focused on today? We’ll discuss: • New trends related to companies' compliance structures, their cultures, and their key emerging compliance risks. • Operations-related challenges, including the use of performance metrics and compliance tools and technologies. • Insights from CCOs and other compliance executives into unique aspects of their compliance programs and other risk mitigation initiatives. Hear results from a recent Compliance Week compliance survey and learn ways to help refresh your company’s compliance program and activities.
  8. 8. Industries 6 Banking Securities Potential Impacts of Regulatory Developments in Financial Accounting and Reporting, Valuation, and Structured Products April 3, 2:00 PM ET Host: Bill Fellows Presenters: Sandy Pfeffer, Guy Sindle, and Alexey Surkov Among the recent flurry of financial services-related regulatory actions, several have important ramifications for banks and securities firms. What should you be aware of? We’ll discuss: • The Volcker Rule, including related other than temporary impairment considerations. • The impact of new credit risk retention rules on securitization markets. • Valuation governance and board education in the aftermath of the recent actions by the Securities and Exchange Commission. • Transaction trends, specifically the uptick in banking IPOs as private equity firms seek exits after investing in FDIC-assisted transactions. Learn how your organization might position itself for what lies ahead in the wake of these and other regulatory actions. After the Dust Settles – Revisiting OTC Derivatives Business and Operating Models June 10, 2:00 PM ET Host: Val Srinivas Presenters: Elia Alonso, Ricardo Martinez, and Liliana Robu Regulatory reforms in the global OTC derivatives market have forced various market participants to rethink their business strategies and operational infrastructure. Old models, hastily augmented for the new regulatory regime, may not suffice. We’ll discuss: • Potential impact of regulatory reforms on derivatives broker-dealers' revenue, compliance infrastructure, product and service offerings, and market fragmentation. • Strategic options as participants adapt their business models, including product mix, pricing, and alliances. • Likely and emerging technology, systems, and process changes. Gain insight into how derivatives broker-dealers may strengthen their competitive position and the potential implications across market participants. Financial Services Mobile Strategies in Financial Services: Barriers and Opportunities May 20, 2:00 PM ET Host: Jim Eckenrode Presenters: Rob Berini, Arun Prasad, and Val Srinivas   Consumers increasingly use sophisticated mobile devices in their personal and professional lives, but not necessarily in interactions with financial services firms. What should banking, insurance, and investment management firms consider when looking to increase mobile adoption rates among consumers? We’ll discuss: • Potential opportunities for expanding existing mobile offerings and barriers firms may face. • Ways to create deeper engagement and servicing at point of need to possibly generate new revenues. • Preparing for the evolution of this channel and leveraging new developments in mobile technology to better serve customers. Hear results from a recent Deloitte Center for Financial Services survey to learn about mobile strategies for financial services firms. Look ahead Uncover what 2014 may have in store for the financial services industry. To download the sector outlooks, visit:
  9. 9. For program information, visit 7 Investment Management Fraud Prevention: Do You Have the Right Controls in Place? April 29, 2:00 PM ET Host: Adam Weisman Presenters: Rachel Berk, John Kim, and John Marshall Fraud prevention is at the top of the agenda for investment managers. With recent U.S. SEC activities, how can investment managers prioritize efforts to develop a strong culture of anti-fraud programs and controls? We’ll discuss: • Recent SEC enforcement actions and priorities, including the focus on corporate disclosures and the type of information companies release to investors. • Whistleblower provisions of the Dodd-Frank Act post-implementation and implications for the future, including the possible scope and speed of SEC actions. • Regulator and investor concerns over potential fraud through valuation manipulation and establishing transparent methodologies to help mitigate this risk. Learn ways investment managers can bolster their anti-fraud programs. Survival of the Fittest – Where and How Fund Managers are Creating Organizational Optimization May 15, 2:00 PM ET Host: Joe Fisher Presenters: Karl Ehrsam, Garrett O’Brien, and Jib Wilkinson Limited top-line growth and operational cost creep have many alternative investment managers grappling for productivity gains. How can you deal with rising compliance costs, institutional investor demand for customized service levels, and challenging alpha generation? We’ll discuss: • The expanding role of data as regulators and investors press for earlier and more substantial reporting. • Operating model considerations, including in-house vs. third-party or affiliated service providers. • Opportunities for fund managers to fine-tune their risk management approaches and stay on top of emerging threats as investors and regulators increase their risk management focus. Explore how fund managers can optimize their organization through effective management of talent, technology, and risk management practices. Insurance Value-Added Risk Management: Preparing for New and Varied Expectations May 6, 2:00 PM ET Host: Gary Shaw Presenters: Rich Godfrey, David Sherwood, and Jyoti Vazirani Recent regulatory developments and increasing expectations from boards, regulators, and rating agencies has put intense focus on the risk management processes and capabilities of insurance companies. As a result, many insurers are enhancing their risk management capabilities to improve measurement, mitigation, and reporting of key risks to company operations. We'll discuss: • How regulatory supervision and traditional risk management are converging. • Impacts of emerging expectations on risk managers and their teams. • Adding value – moving beyond basic risk measurement by adding business insight. Learn how insurers can take practical steps to obtain more value from risk management investments and as they prepare to meet enhanced regulatory and other stakeholder expectations. Auto Insurance Telematics: Where the Data Meets the Road June 24, 2:00 PM ET Host: Gary Shaw Presenters: Andrew Goldberg, John Lucker, and Sandeep Puri As more insurers develop usage-based programs and new players consider entering the market, what obstacles might they face in profitably leveraging telematics data while overcoming consumer and regulatory concerns? We’ll discuss: • Drivers of telematics’ disruptive potential, including consumer segmentation, technological enablers, and opportunities to offer value- added services. • Critical capabilities and strategic decisions affecting products and pricing, customer service, and claims management. • Efforts to level the playing field for smaller and regional carriers, as well as those that don’t go the telematics route. Learn ways insurance companies can benefit from telematics while navigating potential potholes or speed bumps. Industries
  10. 10. 8 Industries Real Estate Host: Bob O’Brien Global Real Estate Market Update: Around the World in 60 Minutes April 8, 11:00 AM ET Presenters: David Brown, Anthony Cocuzzo, and Alexander Collinson As the global economy continues to evolve, so do global real estate markets. What is driving recent changes and what is the current state of the developed and developing EMEA, Americas, and Asian markets? We'll discuss: • Global movement of real estate capital and where it is headed. • Growth of the current global middle class and how it is affecting certain real estate markets, including Brazil, the Middle East, and Southeast Asia. • Key challenges and lessons learned by international real estate investors. Gain insights into how international real estate markets are recovering from the global financial crisis, with an emphasis on new opportunities and challenges around the world. Current and Future Sustainability-Related Trends: It’s Not Easy Being Green June 4, 2:00 PM ET Presenter: Kristen Sullivan The commercial real estate (CRE) industry's adoption of sustainability is evident from the recent exponential rise in Leadership in Energy and Environmental Design (LEED) certifications. However, with record low development activity and pushback from various stakeholders forcing CRE players to retrofit more existing buildings, how can the industry realize more benefits of sustainability? We'll discuss: • Common issues affecting environmental impact of CRE buildings and examples of recent sustainability adoption. • Increase focus on, and concerns about, sustainability by various stakeholders, including tenants, investors, and governments. • Opportunities to enhance your organization’s transparency and disclosure around sustainability performance through alignment with recognized frameworks. Learn ways to broaden your sustainability imprint and derive competitive gains.
  11. 11. For program information, visit 9 Industries 9 Automotive The Changing Nature of Mobility: Understanding Consumers’ Transportation Decisions June 12, 1:00 PM ET Host: Craig Giffi Presenter: Joe Vitale For automotive companies, changes in how consumers choose to get from one place to another create complex questions that may impact their products and how they engage customers. What should automotive executives understand? We’ll discuss: • Factors such as cost and convenience that are driving consumers’ mobility decisions. • Tradeoffs consumers across different generations are willing to pay for to own a vehicle. • How vehicle features and the shopping experience impact purchase and lease decisions. • Opportunities to engage consumers outside of the automotive purchase funnel. Hear results of Deloitte’s Global Automotive Consumer study and how automotive companies can take advantage of the evolving transportation landscape and consumers’ changing mobility decisions. Process Industrial Products Additive Manufacturing: Exploring Practical, Impractical, and Revenue-Driving Applications June 19, 1:00 PM ET Host: Doug Gish Presenters: Jeff Carbeck, Mark Cotteleer, and Jim Joyce More popularly known as 3D printing, additive manufacturing has exploded into public consciousness in recent years. As additive manufacturing technologies advance and costs fall, their impact on manufacturing will likely increase. We’ll discuss: • An overview of the additive manufacturing market and technical landscape. • Advantages and disadvantages of additive manufacturing relative to traditional manufacturing processes. • The impact of additive manufacturing on the scale and scope economics that drive manufacturing strategy. • Four paths manufacturers can follow as they integrate additive manufacturing into their operational and business models. Explore the quickly evolving world of additive manufacturing and ways that your organization can take advantage of its capabilities. Be informed Explore how globalization, sustainability, and technology are affecting the nature of mobility. To read the report, visit:
  12. 12. 10 Retail Distribution Host: Kasey Lobaugh Digital’s Growing Influence in Retail: Common Misperceptions About This Important Medium April 17, 11:00 AM ET Presenters: Lokesh Ohri and Jeff Simpson Ownership of smartphones, tablets, and other digital devices is growing exponentially – so much so that over $1 trillion in retail sales today are influenced by them. To obtain an expanding slice of the pie, leading brands will need to realize the full value of digital in the shopping experience. We’ll discuss: • The extent to which digital touch points influence the stages of consumers’ shopping journey. • Digital’s effect on conversion, traffic, basket size, and customer loyalty. • Digital’s impact across product categories and store types. Explore how effectively engaging with your customers through this important medium can drive more profitable results.  Travel, Hospitality Leisure Host: Scott Rosenberger Restaurant Customers Who Count: Building Relationships with High- Value Patrons May 8, 11:00 AM ET Presenters: Danielle Hawkins and David Michelson What relationships does your restaurant company value? Restaurant reviewers hand out stars for good dining experiences, but your regular patrons are the ones who really count for your bottom line. We’ll discuss: • Ways to refresh restaurant brands and loyalty programs based on consumer behaviors, attitudes, and engagement preferences. • Maintaining brand relevance in the face of competition and fast-paced technological change. • Building repeat clientele through focusing on customer experience – What keeps them coming back again and again? Learn results of Deloitte's restaurant loyalty study and how to take a holistic approach to building your customer loyalty programs and efficiently capturing value from high-value patrons. Health Sciences Host: Harry Greenspun Interoperability: Breaking Down Barriers in Health Information Technology April 8, 1:00 PM ET Presenters: David Biel, Erik Pupo, and Quinn Solomon As the health care industry moves forward with breakthroughs in health information technology, interoperability is becoming top of mind to optimize care. How can collaborative technology promote a connected health experience and support patient engagement? We’ll discuss: • What health care companies can learn from other industries that have addressed the technical and business challenges of systems communications. • How industry and technology standards impact innovation and business development in health information technology. • Considerations and smart steps towards interoperability in the health care industry. Explore potential impacts that interoperability could have in improving health information exchange and realizing meaningful use of electronic health records. Harnessing Innovation: New Strategies for Life Sciences May 6, 1:00 PM ET Presenters: Terry Hisey, Mathew Hudes, and Glenn Snyder In the midst of a quickly evolving health care environment, life sciences companies are still striving to bring innovative products to market. How are these organizations adding value to the broader health care community while continuing to create economic value and stability for stakeholders? We’ll discuss: • New leadership concepts and employment strategies emphasizing talent management. • Strategies for accessing, executing on, and institutionalizing innovation. • Potential impacts of life sciences innovation on health care providers, plans, government, and consumer stakeholders. Explore effective approaches and lessons learned that can help life sciences companies improve their ability to innovate reliably and routinely. The Journey to High-Quality Health Care: New Business Models Emerge June 10, 1:00 PM ET Presenters: David Betts, Leslie Korenda, Paul Lambdin, and Susan Novak With high-quality patient and family experiences a central focus of health reform, business models across the industry are changing. How can health care consumers benefit from the shift to innovation and value in the health care industry? We’ll discuss: • How consumers are helping drive the health care industry’s pursuit of new innovations in care delivery. • New ways in which employers are sharing costs with employees and providing incentives to encourage cost-saving decisions. • Retail capabilities that could drive the health plan and provider markets of the future. Explore the move away from traditional health care business models toward innovative approaches that focus high-quality care tailored to consumers. Industries
  13. 13. For program information, visit 11 Technology, Media Telecommunications Host: Eric Openshaw The Future of the Business Landscape: What's in Store for TMT Companies? May 13, 1:00 PM ET Presenters: John Hagel and Duleesha Kulasooriya Technological advances, economic liberalization, and shifting U.S. consumer values are transforming businesses today. Will a winner-takes-all world emerge, or will increasingly fragmented competition spell the end of scale for U.S. firms? We'll discuss: • Why some business are fragmenting while others are growing larger, benefiting from scope and scale, and still others are becoming intermediaries, connectors, or mobilizers. • How large and small players increasingly reinforce each other, and implications for technology, media, and telecommunications (TMT) companies. • How emerging technology platforms help balance contradictory forces driving concentration and fragmentation. Learn how TMT companies can benefit from building platforms and infrastructure or from becoming mobilizers and operators in this changing landscape. The Internet of Things Ecosystem: The Quest for Value June 25, 1:00 PM ET Presenters: John Hagel and Craig Wigginton   As the confluence of several mature and emerging technologies, the Internet of Things (IoT) is rapidly developing into a vibrant new marketplace. What are important considerations for technology, media, and telecom (TMT) companies as they compete for opportunities? We’ll discuss: • Questions TMT executives should be asking about impacts of IoT technologies, performance improvement opportunities, and where value can be generated. • Building an IoT ecosystem where all players benefit – defining different players' roles and relationships, and already-successful tactics. • Security and privacy challenges, including how data protection responsibility is assigned and monitored, and defining appropriate security and privacy standards. Explore this quickly developing new opportunity for TMT companies. Industries Access more View brief videos on how to weather the storm of the dynamic semiconductor landscape. To watch the videos, visit:
  14. 14. 12 Energy Resources Host: John McCue MA in Alternative Energy: What's Driving Recent Activities? April 24, 2:00 PM ET Presenters: Brian Boufarah and Marlene Motyka The alternative energy sector continues to innovate and progress toward cost parity with conventional energy sources, driving many companies to consider new growth and MA transaction opportunities. What is happening in 2014 and beyond? We'll discuss: • Key MA trends and developments underlying alternative energy markets. • Which types of companies have been acquiring, what has been driving their activity, and how they are acquiring. • Potential issues and risks that buyers focus on when considering transactions. • Insights into what recent deals reveal about future MA activity in the alternative energy sector. Learn what types of MA activities and opportunities are shaping the alternative energy sector in 2014 and beyond. The New Math – Solving the Equation for Disruption to the U.S. Electric Power Industry May 21, 2:00 PM ET Presenters: Greg Aliff and Marlene Motyka Impending disruption to the traditional U.S. electric industry business model has received much attention, with many believing that profound change is inevitable. However, the subject continues to be debated. We’ll discuss: • Drivers behind the disruption of today's business model, such as the new license to do business, new market entrants, and emerging technologies. • A framework to help address disruption, including a model to address the pace of disruption across the United States. • Critical marketplace dynamics – what role will technology, customers, and regulators play? Learn new ways to analyze marketplace dynamics and begin a dialogue about new business models required to confront challenges and seize opportunities that lie ahead. Industries
  15. 15. For program information, visit 13 Federal State Government Host: Steve Dahl States' Evolving Role in Health Care: A Roadmap for Health System Transformation April 29, 2:00 PM ET Presenters: Patrick Howard and Michael Kleinmann A dynamic health care environment has created opportunities for states to take a pivotal role in shaping the future. These opportunities will expand as state health entities become more integrated with the private sector and through public-private partnerships. We’ll discuss: • Potential scenarios for state agencies’ role in the future. • How state agencies can plan for tomorrow’s challenges using public and private sector best practices and innovations. • What an integrated infrastructure will need to help meet future needs. Learn how states can develop a roadmap that is focused on innovation and transformation, and which charts a course for a complex health care future. Public Sector Tech Trends 2014: Bringing the Venture Capital Mindset to Government IT June 18, 2:00 PM ET Host: Jan Lane Presenters: Vance Hitch and Kristen Miller The role of public sector information technology leaders continues to evolve to meet agency, constituent, and mission needs. As doing more with less becomes the demand, they must adopt a new mindset and capabilities to help drive improved mission accomplishment and innovation. We’ll discuss: • Venture capitalist principles, including portfolio management, innovation, and ROI, and their benefits to government. • Barriers to entry within the public sector, including risk aversion, appropriated funds, and talent acquisition. • Strategies for adoption, including modular project development, relationship building, and elevating the status of CIO. Learn how government IT leaders can use private sector approaches to drive innovation and organizational value through their IT portfolio. Industries
  16. 16. 14 China Issues Challenging Landscape for China’s Cross-border MA April 25, 11:00 AM ET Host: Chris Cooper Presenter: Patrick Yip (Hong Kong) With growth slowing and pressures building across a vast economy, China has reached an important new inflection point. What should foreign companies keep in mind as they revisit their investment strategies for China and eye the global positioning of their Chinese rivals? We'll discuss: • Trends shaping cross-border business climate in China, including the Xi-Li reform agenda and recent regulatory changes. • Some recent cross-border MA transactions. • A focused look at Chinese outbound investments, including those made in North America. Gain insights into emerging Chinese MA trends and opportunities and consider the implications for your business through 2014 and beyond. 2014 Mid-Year Review: Rules that May Shape Inbound Investment into China May 8, 11:00 AM ET Host: Vivien Wang Presenters: Li Qun Gao (Shanghai) and Jennifer Zhang (Beijing) With the galloping horse approaching mid-year, new Chinese tax and regulatory changes could impact foreign investors. What should you consider as you revisit your business strategies in China? We'll discuss: • Common issues in VAT reform implementation and recent VAT rule changes. • Continued focus on non-resident taxation – recent rule changes and cases of interest. • An update on the impact of the China (Shanghai) Pilot Free Trade Zone on multinationals, as well as other expected tax policy changes and their potential effects on businesses. Learn how businesses are striving to anticipate, manage, and resolve ever-changing regulatory issues in China and explore ways to position your business there. Outlook for China’s Oil and Gas Sector June 12, 11:00 AM ET Host: Chris Cooper Presenter: John England As energy demands in China have accelerated dramatically with the country's rapid growth, Chinese energy companies have both imported oil and made significant investments in North America and globally. What are the implications for international players and their globalizing Chinese peers? We'll discuss: • Impacts of China’s energy demand on the global energy sector. • Key trends shaping China’s oil and gas sector and cross-border investment strategies. • Insight into how oil and gas players are responding to new challenges and opportunities. Learn more about the next chapter in China's oil and gas sector and what it may mean for your business. Markets
  17. 17. For program information, visit 15 Markets Private Companies Import, Export, and VAT Compliance: Risk Management for a Growing Global Footprint April 30, 2:00 PM ET Host: Bob Rosone Presenters: Helen Cousineau, David Goldberg, and Benno Tamminga As private companies expand their footprints, they often begin conducting business internationally through sourcing materials or exploring new markets. What import, export, and value-added tax (VAT) issues could prove to be serious obstacles to global growth? We'll discuss: • A macro-level view of import, export, and VAT regimes around the world and how they affect international trade flows. • Typical touch points in a global supply chain where import, export, and VAT issues arise, including common tax and duty risks. • Practical considerations for private companies setting up a global trade and VAT compliance program. Gain insights into this increasingly important area of tax and operational risk management for private companies. International Third-Party Due Diligence: How Much is Enough? May 16, 2:00 PM ET Host: Julia Cloud Presenter: John Leonard Even the smallest private companies today may have international risk exposure through third parties. With increasingly aggressive government enforcement of anti-corruption laws, how much third-party due diligence is enough? We'll discuss: • The regulatory environment relating to corruption, technology export control, and conflict materials. • Defining the potential universe of third parties, including suppliers, distributors, joint venture partners, and acquisition targets. • Risk-ranking third parties as part of an effective due diligence approach with a risk assessment process. • Processes, tools, and resources to conduct due diligence, including surveys, screening databases, and social media. Learn about this increasingly important area of risk management for private companies. Strategic Risk Management: Integrating Risk with Business Strategy and Planning June 24, 2:00 PM ET Host: Mark Davis Presenters: Glenn Yauch and Alex Zmoira Strategic risk management means focusing not only on the top risks to your company strategy, but also strategic assumptions, priorities, and business models. How can private companies benefit from this approach? We'll discuss: • Transforming traditional risk management into a strategic enabler of business value preservation and business value enhancement. • Understanding risks of your business strategy vs. risks to the strategy – calculated, imposed, and self-inflicted risks. • Making techniques and processes that address strategic risks as part of your organizational DNA. • Considerations for monitoring strategic risks and addressing them when they are identified. Learn how strategic risk management can become a vital part of your private company's growth plans. Plan ahead Learn considerations for addressing succession planning. To follow the series, visit:
  18. 18. 16 Technology Executives Host: Bill Briggs Industrialized Crowdsourcing: The Future of Workforce, Labor, and Resource Utilization April 3, 2:00 PM ET Presenters: Marcus Shingles, Jonathan Trichel, and Peter Diamandis, Chairman and CEO, XPRIZE Crowdsourcing allows enterprises to dynamically source specialized skills from virtually anyone, anywhere, and as needed. Companies can use this collective knowledge to help with simple tasks, such as data entry and coding, to more specialized activities like advanced analytics and product development. We’ll discuss: • An overview of crowdsourcing and how organizations can use it to help solve a wide range of business issues – from the menial to the complex. • Broader implications for innovation and disruption in the enterprise. • How organizations have effectively used crowdsourcing to uncover new ideas and solve business problems. Discover how crowdsourcing can offer a purposeful, structured, social platform to solve business challenges. In-Memory Technologies: The Evolution of a Revolution May 1, 2:00 PM ET Presenters: Mike Brown and Doug Krauss In-memory technologies are becoming the engines of ERP. From analytical to transactional systems, they offer the potential for business processes to be fundamentally reshaped. What are important considerations for companies that want to leverage in-memory technologies? We’ll discuss: • Recent advances and changes that are leading to today’s in-memory revolution and the potential to use in-memory technologies to solve new and advanced business problems. • Types of investments organizations are making in in-memory technologies today. • Examples of how in-memory technology has helped organizations realize continuous performance improvement. Learn why you should care about in-memory, and how to identify new opportunities to use the technology to solve problems differently. Social Activation: From Measuring Sentiment to Influencing Perceptions June 5, 2:00 PM ET Presenters: Dave Hanley, Doug Palmer, and Gerald Kane, Guest Editor, Social Business MIT-SMR The focus of social business has shifted from measuring volume to monitoring sentiment to influencing perceptions. But in today’s recommendation economy, the value lies in social activation – compelling others to advocate your message in their own words to their networks. We’ll discuss: • The evolution of social technology from a personal pastime to a powerful business tool, and why social activation is what matters today. • Approaches companies are taking to activate their social networks. • Investments organizations are making today in social technologies. Hear results of the third annual Deloitte and MIT Sloan Management Review study to learn how social business is being leveraged for competitive advantage. Technology Executives Stay sharp Explore 10 trends that offer CIOs the opportunity to shape tomorrow and to transform business as usual. To access these insights, visit:
  19. 19. For program information, visit 17 HR Executives HR Executives Host: Burt Rea Leaders at All Levels: Building a Global Leadership Development Capability April 9, 2:00 PM ET Presenters: Neil Neveras and Marisa Paterson, Vice President, Kaisen Consulting A shortage of capable leaders is one of the biggest barriers to growth for multinational businesses. How can HR executives help drive a more sustained and systemic commitment to leadership development? We'll discuss: • High-demand leadership skills, including business acumen, collaboration, global cultural agility, creativity, customer centricity, influence and inspiration, and building teams and talent. • Building blocks of a leadership pipeline, including sustained investment, time, and expertise, and the importance of creating new leadership paths. • Practical steps for building a global leadership pipeline, including engaging top executives, aligning leadership strategies, and implementing an effective leadership program. Explore ways to build leadership pipelines that are global, broad, and deep. Information Overload and the Always-On Worker: Emerging Coping Mechanisms May 7, 2:00 PM ET Presenters: Ayonna Hammond and Tom Hodson Information overload and the always-connected work environment are overwhelming workers, undermining productivity, and contributing to low employee engagement. How can companies address these increasingly important issues? We'll discuss: • Symptoms that employees may be overwhelmed, including fixation on mobile devices, inability to find information easily through business systems, and increasing work interruptions. • Emerging coping mechanisms, including systematic changes, dedicated time off, team structuring, technology etiquette, and productivity training. • A review of the lessons learned from companies that have embarked on initiatives to address overload issues. Learn ways to battle the growing challenge of overwhelmed employees. The Global and Local HR Function: A Balance of Scale and Agility June 11, 2:00 PM ET Presenter: Michael Stephan Global businesses require global HR functions, yet also need to recruit, train, and manage people locally. How can HR leaders balance both of these objectives? We'll discuss: • Characteristics of a globally integrated HR strategy and challenges of adapting that strategy to local talent marketplaces. • Moving from a globally rationalized shared services model to a globally enhanced, high-impact HR operating model. • Practical steps for making the transition, including leveraging global technology, rationalizing core services, creating deep specialists, building HR skill masters, and creating a global center for talent analytics. Explore ways to create a globally integrated HR strategy while enhancing HR resources for local purposes.
  20. 20. 18 Financial Reporting for Taxes Host: Vickie Carr Tax Considerations for Carve-out Financial Statements: Slicing through the Complexities June 30, 2:00 PM ET Presenter: Jay Morris As companies continue to spin-off, split-up, and sell off parts of their business, carve-out financial statements become more and more common. What complex issues are important to plan ahead for, and what personnel and resources are required to prepare and audit the statements? We'll discuss: • Choosing an approach to organizing and preparing tax provisions. • Gathering appropriate data for the carved-out operations, including leveraging existing information. • Understanding and not underestimating the resources and effort necessary. Gain insights on challenges and opportunities associated with preparing carve-out financial statements, especially relating to accounting for income taxes, and learn ways to help your company navigate this important process. Multistate Tax Host: Karen Boucher Market Sourcing and State Apportionment: What Are Recent Developments? May 1, 2:00 PM ET Presenters: Bob Carleo and Kristen Cove States have enacted varying versions of sourcing rules for apportionment of income from services and intangible property intended to reflect the market for such income. As a result, businesses and tax authorities alike are wrestling with the differences. We'll discuss: • Status of the Multistate Tax Commission's draft proposal on market sourcing. • Varying provisions states have adopted, including where benefit is received, where customer is located, and where service is delivered, performed, and received. • State-specific rule differences, including various types of income subject to these provisions and the application of market sourcing rules to them. Gain clarity on this fast-moving and highly complex area of state taxation. Intercompany Expense Disallowance Via Add-back Statutes: A Constantly Changing Environment June 3, 2:00 PM ET Presenters: Mike Porter and Marc Weinstein To date, approximately half of the states have enacted add-back statutes that disallow tax deductions for certain intercompany expenses. With more states considering similar statutes as well as new variations, what should tax executives be aware of? We'll discuss: • Scope of the statutes, including deduction disallowance for certain classes of interest and royalties, management fees, and other intangible expenses. • Common safe harbors, including income-receiving party subject to another jurisdiction's tax and so-called foreign country and conduit exceptions. • The manner in which states are interpreting, procedurally implementing, and enforcing the add-back provisions, including in-depth documentation requirements. Understand practical implications of this growing trend in state taxation. Tax Executives Gain insight Read a collection of recent SEC comments and speeches to understand the current income tax environment. To access the site, visit:
  21. 21. For program information, visit 19 Global Mobility, Talent Rewards Host: Elizabeth Drigotas Retirement and Health Plan Compliance: Issues for Globally Mobile Workforces April 2, 2:00 PM ET Presenters: Robert Davis and Stephen LaGarde U.S. multinationals face important employee benefit plan changes in 2014 and 2015. How could these changes impact tax compliance for your globally mobile workforce, both inbound and outbound? We'll discuss: • Retirement plan and Affordable Care Act (ACA) rules, including coverage, nondiscrimination, Shared Responsibility, and group health plan mandates. • Inbound employees – controlled group issues for retirement plans and coverage and timing issues under the ACA. • Outbound employees – proper implementation and documentation of retirement plan design decisions and ACA coverage and timing issues. Understand changing tax compliance requirements affecting your mobile workforce and the importance of communicating decisions to stakeholders in your organization. Business Traveler Management and Tax Compliance: Data Analytics Can Lighten the Load May 12, 2:00 PM ET Presenters: Lorraine Cohen and Bill Lloyd HR department use of workforce analytics is growing, but it can be hard to prioritize where to apply it. Could management of business traveler populations be a particularly ripe opportunity? We'll discuss: • An overview of workforce analytics and an end-to-end look at where businesses can potentially leverage it. • Common tax-related challenges of business travel and how analytics may help identify, track, and manage tax compliance requirements. • Obstacles to getting started, including issues with travel policies, collecting traveler data, predicting potential travel-related tax costs, and documentation for tax examinations. Learn how workforce analytics may help you proactively manage your business traveler population and related tax obligations. The Changing Face of the Global Mobility Function: Guardians, Defenders, and Heroes June 5, 2:00 PM ET Presenters: Patti Wilkie and Chloe Yates As the global mobility function has morphed from a necessary administrative function to a strategic function, required skills have changed dramatically. What are expectations for, and characteristics of, effective global mobility functions and professionals today? We’ll discuss: • Partnering vs. policing – global mobility’s new role, including C-Suite perspectives and developing and selling global mobility’s value proposition. • Mobility professional skills – from an operational focus to that of advocate, marketer, educator, and communicator. • Retooling mobility professionals – equipping individuals and teams to fill an increasing skill gap. Learn about the transformation of global mobility, what new challenges companies are facing, and what the future is likely to hold. Tax Executives
  22. 22. 20 Federal Tax Collaboration Agreements: Do They Make Good Business Sense For Your Company? May 13, 2:00 PM ET Host: Kay Pitman Presenter: Jim Calzaretta Collaboration agreements are used for many purposes, including joining two or more parties for shared knowledge or to leverage a distribution area for added revenue from an existing business. What exactly is a collaboration agreement and what potential considerations and risks could a resulting tax partnership pose for your company? We’ll discuss: • The factors that may create a tax partnership, such as profit sharing and management control. • IRS administrative guidance in this area. • The potential federal, state, and international tax consequences of being classified as a tax partnership. Learn how your business might benefit from entering into a collaboration agreement. Tax Accounting Method Changes: Automatic Doesn’t Mean Easy June 17, 2:00 PM ET Host: Ken Hill Presenters: Tom Hermanson and Bob Kilinskis For various reasons, including recent issuance of final tangible property regulations, taxpayers may choose or be required to request changes in tax accounting methods from the IRS. If your company makes such changes, what are important considerations for addressing your company's objectives for tax planning, as well as compliance and related financial statement reporting? We’ll discuss: • The myriad choices of tax accounting method changes and timing their impact. • How these choices potentially affect taxable income and tax attribute planning, financial statement accounting and reporting, the IRS exam process, and other items such as Unicap. Brush up on important nuances to pursue favorable outcomes for your company. Tax Executives
  23. 23. For program information, visit 21 Tax Operations Host: Nathan Andrews Global Tax Compliance and Reporting: It's About to Get Much More Complex April 17, 2:00 PM ET Presenters: Meg Gall and Beth Glynn Recent and upcoming regulatory changes around the world are likely to impact tax compliance and reporting practices of multinational corporations. What risks could your company face? We'll discuss: • Mandatory audit rotation – potential impacts on your relationship with tax-providers and related considerations. • Changing transfer pricing requirements – the OECD Base Erosion and Profit Shifting (BEPS) initiative. • Government-imposed electronic tax record and return submission – existing requirements in Brazil and France, and other countries considering it. • Proposed country-by-country reporting requirements – why you should be concerned about new tax exposure these rules could create. Understand new and proposed regulatory changes globally and potential tax risks your company could face. The Tax Data Sphere Approach: Taking Tax Data Management to a New Level May 15, 2:00 PM ET Presenters: Dan DeRocco and Curtis Young Many tax departments struggle with large volumes of data from disparate sources. How can a tax data sphere approach support effective tax data management, address related risk management issues, and enable value-added tax planning? We'll discuss: • What a tax data sphere is – a consolidated approach to managing tax data. • Migration considerations – building a conformed dataset, enhancing the tax function through tax attribute management, and stimulating tax planning with analytics. • Common benefits of a tax data sphere – control and consistency of tax data and flexibility in managing and planning an organization’s tax environment. Learn how to effectively aggregate and manage data for use across the tax function. Tax Executives Discover more Discover the evolving and increasingly important concept of operational transfer pricing. To access the report, visit:
  24. 24. 22 Transfer Pricing Host: Mark Nehoray Strategic Transfer Pricing: A Growing Imperative for Multinational Businesses April 9, 2:00 PM ET Presenters: Darcy Alamuddin and Peter Yoo Transfer pricing is an extremely visible international tax issue for multinational companies today. But could a more strategic, broad-based approach lead to significant business and tax planning considerations? We'll discuss: • Steps companies can take to address transfer pricing risk and create proper compliance, which creates the foundation for tax planning and business model optimization. • The integration of strategic transfer pricing and tax and treasury to reduce tax expenses and address treasury and cash management considerations. • Business model optimization – integrating operational and tax planning activities on a global scale. Learn how leading companies are using strategic transfer pricing as the basis for effective global business and tax planning. Data Analytics: A Growing Imperative in the Rapidly Changing Global Transfer Pricing Environment May 14, 2:00 PM ET Presenters: Stephen Losavio and Boris Nemirov Multinational businesses strive to create transfer pricing strategies that simultaneously address tax risks and operational performance objectives. Yet internal and external pressures can impede their efforts to implement tax policies. How can data analytics help? We'll discuss: • Developments in the global transfer pricing environment that compel companies to adopt new technology to facilitate transfer pricing planning and compliance. • Internal pressures that compound the need for technology, including data quality issues, manual processes, and constantly changing business and supply chain structures. • New analytics tools and methodologies for setting, implementing, and tracking transfer pricing globally. Learn how data analytics can aid transfer pricing management processes on a global basis. BEPS and Financial Services: Addressing Unintended Consequences of OECD Guidance June 11, 2:00 PM ET Presenters: Rob Plunkett and Bill Yohana The OECD's Base Erosion of Profit Shifting (BEPS) initiative applies equally across industries. Yet significant parts of the BEPS guidance appear to be incompatible with some defining characteristics of the financial services industry. We'll discuss: • BEPS guidance that may be incompatible with financial services transfer pricing, including Actions 4, 9, and 10. • Practical examples of problems potentially arising from application of this guidance to the operations of banks, insurance companies, and other financial services firms. • Leading practices to defend against BEPS-driven challenges by tax authorities. Learn how specific facts and circumstances may support appropriate transfer pricing methods, even when they appear to be inconsistent with BEPS guidance. Tax Executives Know more Examine essential transfer pricing and customs valuation information in key jurisdictions. To download this guide, visit:
  25. 25. For program information, visit 23 International Tax International Tax Update: Belgium, A Gateway to Europe, and Recent Important Developments Around the World May 29, 2:00 PM ET Host: Pierre-Henri Revault Presenters: Brecht Sohier (Brussels) and Mieke Van Zandweghe Centrally located and with a tradition of hosting industrial and commercial investments as well as regional headquarters of U.S. multinationals, Belgium is an important entry point to Europe. The Belgium tax system also offers tax-efficient structuring considerations for U.S. companies. We'll discuss: • Tax and non-tax considerations for establishing European headquarters in Belgium along with examples of structuring that are commonly used. • Intellectual property and RD strategies commonly applied in Europe and Belgium. • Potential interest income deferral structures for intercompany lending outside of the U.S. • Recent legal and regulatory developments in other tax jurisdictions. Learn about doing business in Belgium and other international tax developments. International Tax Issues in Cloud Computing June 26, 2:00 PM ET Host: Gretchen Sierra Presenters: Keith Reams and Ron Saake Use of cloud computing has grown pervasive in businesses across industries. But with its increasing use across international borders, what potential international tax challenges and considerations could it raise? We'll discuss: • Income characterization and source of income issues, including the resulting withholding and consolidated foreign corporation (CFC) implications. • Permanent establishment and effectively connected income issues under U.S. rules and OECD standards, including the relative importance of man vs. machine. • Transfer pricing issues associated with the standard business models used in cloud computing. • VAT and GST issues surrounding different business models, such as central contracting vs. local contacting. Explore the international tax issues associated with cloud computing. Tax Executives
  26. 26. From Deloitte Touche LLP Elia Alonso, Principal; Jason Barnes, Partner; Brian Boufarah, Partner; Chris Cooper, Partner; Forest Danson, Principal; Keith Darcy, Senior Advisor; Mark Davis, Partner; Karl Ehrsam, Principal; John England, Partner; Bill Fellows, Partner; Joe Fisher, Partner; Rich Godfrey, Principal; Sandy Herrygers, Partner; Art Kulans, Senior Manager; Ricardo Martinez, Principal; Adrian Mills, Partner; Garrett O’Brien, Principal; Bob O'Brien, Partner; Sandy Pfeffer, Director; Sean Prince, Manager; Thomas Rollauer, Director; David Sherwood, Senior Manager; Pete Shimer, Director; Guy Sindle, Partner; Kristen Sullivan, Partner; Alexey Surkov, Partner; Bob Uhl, Partner; Jyoti Vazirani, Director; Khalid Wasti, Director; Adam Weissenberg, Partner; Craig Wigginton, Partner; Karen Wiltsie, Partner; Glenn Yauch, Principal; Alex Zmoira, Senior Manager From Deloitte Consulting LLP Rob Berini, Director; David Betts, Principal; David Biel, Principal; Bill Briggs, Director; Mike Brown, Principal; Jeff Carbeck, Specialist Leader; Bob Comeau, Principal; Robert Davis, Senior Manager; Mark Fedro, Principal; Doug Gish, Principal; Andrew Goldberg, Director; John Hagel, Principal; Dave Hanley, Principal; Danielle Hawkins, Senior Manager; Terry Hisey, Principal; Vance Hitch, Specialist Leader; Tom Hodson, Principal; Patrick Howard, Principal; Matthew Hudes, Principal; Jim Joyce, Specialist Leader; Michael Kleinmann, Senior Manager; Doug Krauss, Specialist Leader; Paul Lambdin, Director; Bill Lloyd, Senior Manager; Kasey Lobaugh, Principal; John Lucker, Principal; Steve Lunceford, Specialist Leader; David Michelson, Principal; Kristen Miller, Principal; Neil Neveras, Director; Susan Novak, Senior Manager; Lokesh Ohri, Senior Manager; Doug Palmer, Principal; Arun Prasad, Principal; Erik Pupo, Senior Manager; Sandeep Puri, Director; Burt Rea, Director; Liliana Robu, Principal; Rich Rorem, Principal; Scott Rosenberger, Principal; Marcus Shingles, Principal; Sam Silvers, Principal; Jeff Simpson, Director; Glenn Snyder, Principal; Quinn Solomon, Senior Manager; Michael Stephan, Principal; Joe Vitale, Principal; Jib Wilkinson, Principal From Deloitte Financial Advisory Services LLP Mohammed Ahmed, Senior Manager; Rachel Berk, Senior Manager; Alison Clew, Principal; Donna Epps, Partner; Leonard John, Director; John Kim, Director; Matthew Larson, Principal; John Marshall, Director; Mark Massey, Principal; Marlene Motyka, Principal; Ron Schwartz, Partner; Gregory Swinehart, Partner; Adam Weisman, Partner; David Williams, Principal From Deloitte LLP Jennifer Burns, Partner; Greg Dickinson, Director; Jim Eckenrode, Director; Harry Greenspun, Director; Ajit Kambil, Director; Duleesha Kulasooriya, Senior Manager; Eric Openshaw, Principal; Bob Rosone, Director From Deloitte Services LP Greg Aliff, Partner; Mark Cotteleer, Director; Craig Giffi, Principal; Leslie Korenda, Senior Manager; Gary Shaw, Partner; Val Srinivas, Senior Manager From Deloitte Tax LLP Darcy Alamuddin, Principal; Nathan Andrews, Partner; Karen Boucher, Director; James Bowtell, Senior Manager; Jim Calzaretta, Partner; Bob Carleo, Director; Vickie Carr, Partner; Julia Cloud, Partner; Lorraine Cohen, Partner; Kristen Cove, Partner; Dan DeRocco, Director; Elizabeth Drigotas, Principal; Meg Gall, Senior Manager; Beth Glynn, Director; Nick Gonnella, Partner; David Green, Partner; Tom Hermanson, Director; Ken Hill, Partner; Bob Kilinskis, Partner; Elizabeth Kuck, Senior Manager; Stephen LaGarde, Senior Manager; Stephen Losavio, Partner; James Morris, Partner; Mark Nehoray, Partner; Boris Nemirov, Principal; Kay Pitman, Partner; Robert Plunkett, Principal; Mike Porter, Principal; Keith Reams, Principal; Pierre-Henri Revault, Principal; Ron Saake, Partner; Gretchen Sierra, Principal; Mark Steiger, Partner; Mieke Van Zandweghe, Director; Vivien Wang, Partner; Marc Weinstein, Director; Patti Wilkie, Senior Manager; Chloe Yates, Senior Manager; Bill Yohana, Director; Peter Yoo, Principal; Curtis Young, Senior Manager From Deloitte Touche Tohmatsu Member Firms LLP David Brown, Partner; Anthony Cocuzzo, Partner; Alexander Collinson, Partner; Li Qun Gao, Partner; Brecht Sohier, Partner; Jennifer Zhang, Partner Our presenters 24
  27. 27. About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity. Please see for a detailed description of the legal structure of Deloitte Touche Tohmatsu Limited and its member firms. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Copyright ©2014 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu