Agenda

47th National Premium Tax Conference
Naples, Florida
November 4th – 7th, 2019 

The Steering Committee would like to welcome you to this year’s National Premium Tax Conference. In your packet you will find the following items:
Attendee List
Agenda and Breakout Schedule
Conference Evaluation Forms
Certificates of Attendance
 

Each day, we ask that you complete a “Conference Evaluation” form so that we may hear from you what you think of the sessions and speakers.  We thank you in advance for taking the time to provide us with this very important information.

If there is anything that we may assist you with, please see one of the Steering Committee Members.  For hotel specific questions please see Jan Gillerin.

Cordially yours,

THE STEERING COMMITTEE

Gene Capobianco Bill Chelchowski Jessica Fahey
Josie Lowman Lisa Gates McCalla Fran O’Loughlin Mike Palm
George Ryan Bob Sartori David Sutera

_________________________________________________________________

Monday, November 4

  • 4:00 pm – 6:00pm — Registration
  • 7:00 pm – 9:00pm — Reception @ The Naples Beach Hotel & Golf Club
    • ( Your traveling companion is welcome to attend this event)

Tuesday, November 5

While all are welcome, Tuesday’s 8:00 am – 10:45 am sessions are geared towards practitioners with 2 years or less experience.

The remaining sessions are intended for all levels of expertise.

      • 8:00 am – 5:45 pm — Registration
      • 6:30 am – 8:00 am — Breakfast
      • 8:00 am – 9:15 am — Beginning Premium Tax (Basic Level)
        • Chris Hertzog / TriTech
        • Max Ransom / Geico
        • George Ryan / Liberty Mutual
      • 9:15 am – 9:30 am — Break
      • 9:30 am – 10:45 am — Beginning Retaliatory Tax (Basic Level)
        • Mary Caputo / TriTech
        • David Sutera / Travelers
      • 10:45 am – 11:00 am — Break
      • 11:00 am – 12:00 pm — Municipal Tax
        • Bill Chelchowski / Geico
        • Jerry Malanga / New York Life
        • Lisa McCalla / TriTech
      • 12:00 pm – 1:30 pm — Lunch
      • 1:30 pm – 2:00 pm — Opening Session / Announcements
        • Jan Gillerin / NPTC
      • 2:00 pm – 3:00pm — Trends + Legislation in State Insurance Taxation
        • Josie Lowman / PwC
        • Bob Montellione / MultiState
      • 3:00pm – 3:15pm — Break
      • 3:15 pm – 4:45 pm — Developments in Legislation and Litigation
        • Fran O’Loughlin / Deloitte
        • Michael Palm / BKD
      • 4:45 pm – 5:45 pm — Vendor Fair

Wednesday, November 6 

      • 6:45 am – 8:15 am —  Breakfast
      • 8:15 am – 9:15 am — Electronic Filing
        • Lisa McCalla / TriTech
        • Chris Hertzog / TriTech/li>
      • 9:15 am – 9:30 am — Break
      • 9:30 am – 11:00 am — Combined Roundtable Discussions
        • Gene Capobianco / TriTech
        • Sahang-Hee Hahn / Mass Mutual
        • Jerry Malanga / New York Life
        • Brian Powers / Hartford
      • 11:00 am – 11:30 am — Break
      • 11:30 am – 12:30 pm — P&C Roundtable Discussions
        • Audrey Hayden / Hartford
        • Dave Sutera / Travelers
        • Ana Tigera / Allstate
      • 11:30 am – 12:30 pm — Life Roundtable Discussions
        • Lani Caniff / Ameriprise
        • Gene Capobianco / TriTech
        • Jessica Fahey / TransAmerica
      • 12:30 pm – 2:00 pm — Lunch
      • 1:15 pm – 2:00 pm — Lunch Keynote / Compensation and Retirement
      • 2:00 pm – ??                  — Networking Events

Thursday, November 7 

Breakout Sessions All Day

      • 6:45 am – 8:15 am — Breakfast
      • Breakout Sessions
        Start End Description
        8:15 am 9:15 am Session 1
        9:15 am 9:30 am Break
        9:30 am 10:30 am Session 2
        10:30 am 10:45 am Break
        10:45 am 11:45 pm Session 3
        11:45 pm 1:15 pm LUNCH
        1:15 pm 2:15 pm Session 4
        2:15 pm 2:30 pm Break
        2:30 pm 3:30 pm Session 5
        3:30 pm 3:45 pm Break
        3:45 pm 4:45 pm Session 6

Breakout Sessions

    • Advanced Retaliatory Tax
      • Gina Haney / Allstate
      • Jerry Malanga / New York Life
    • Annuity Tax and Life GFA
      • Tiffany Mucci / Ohio National
      • Bob Putnay / Globe Life
    • Surcharges and PC GFA
      • Jim Closson / Liberty Mutual
      • Dave Stafford / Country Financial
    • Tritech
      • Lisa McCalla / TriTech
      • Sally Agreda / TriTech
    • Federal Income Tax
      • Tom Wheeland / BKD
    • State Income Tax (101 session)
      • Melissa Gassior / BKD
      • Michael Palm / BKD
    • Advanced State Income Tax
      • Sahang-Hee Hahn / Mass Mutual
      • Leanne Scott / Baker Newman Noyes
    • National Trends in SALT
      • Jessica Fahey / TransAmerica
      • Chris Gustafson / TriTech
    • Sales/Use Tax
      • Brian DiMaria / Grant Thornton
      • Ray Melone / Ryan
    • Audits [procedure and audits]
      • Tony Geter / EY
      • Rob Hirsch / Protective
      • Jeff McNutt / RLI
    • Stat Accounting for Credits
      • Stewart Harris / Community Investment Solutions
      • Dan Torgerson / AEP
      • Chuck Treanor / Crowe
    • Provisions [income and premium]
      • Jessica Fahey / TransAmerica
      • Lori Guardado / MetLife
    • Robotics and Process Automation
      • Jeff Cao / Zurich
      • Ana Tigera / Allstate
    • Tax Research & Resources
      • Tina Brooks / American Family
      • Abbie Foreman / EY
      • Mackenzie Hager / EY
    • Taxation of Unauthorized Insurers
      • Maria Eberie / Baker & McKenzie
      • Lindsay LaCava / Baker & McKenzie
    • Open Forum
      • Brian Holland / PwC
      • Fran O’Loughlin / Deloitte
      • Carol Line Hazel / Deloitte
    • Tax Credits
      • Bill Chelchowski / Geico
      • Robert Lay / Sixty-West