The 2022 Tax and Accounting Conference is back in person! 24. Chief Accountant, Division of Investment Management The network name and password will be available onsite. It also will enable you to pose questions electronically directly to session moderators, view and download conference materials, and take notes during the sessions. Your confirmation email contains the financial record of your conference registration payment. 2022 Tax and Accounting Conference CPE Credit I am attending the conference and have dietary restrictions or other special needs. 2022 PURCHASE PRICE (Ends December 31, 2022) $1,999 first attendee from firm Managing Director Additionally, ICI . State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Springhill Suites by Marriott Denver Airport I am unable to attend and would like to send a colleague in my place. If you have suggestions for conference speakers, please contact the ICI Conference Division, including the speakers biography with your request. Denver, CO 80249 The course uses a broad-based, case-study approach and is for professionals with limited experience preparing multinational income tax provisions. Is conference Wi-Fi available onsite? DTTL and each of its member firms are legally separate and independent entities. For more information, please visit our CPE page. Listed below are additional hotel properties within proximity of the Gaylord Resort & Convention Center. Now in its 18th year, our program will feature on-site, face-to-face courses, keynotes, and breakouts that help tax, accounting, and finance professionals understand and address the latest tax accounting challenges related to ASC 740. See Terms of Use for more information. Check or money order payments are due five days before the start of the conference. $2,099 each additional attendee from firm, 2023 PURCHASE PRICE (Starts May 1, 2023) Senior Vice President, Financial Reporting Associate General Counsel Guest registration is designed for the spouse, partner, or family members of the registrant. CPE credit is for in-person participants only, and is not available for those who view the conference on demand. Independent Trustee Wednesday, September 21 | 7:00 a.m.11:15 a.m. During registration, each attendee may add one guest. Denver, CO 80249 Late arrivals, early departures, and taking extended breaks may result in not receiving full credit. DON'T MISS OUT: There's still time to register for ICI's 2022 Tax & Accounting Conference and hear from incredible leaders like our keynote speaker, Sam Rad (Radocchia) .Click here to register . Thursday, May 25 Friday, May 63 | $1,900 | 8:30AM 5:30PM ET. Your registration email will serve as a hotel confirmation. Exceptional organizations are led by a purpose. Visit our sponsor portal orcontact Casey Irving directly at 734-356-6092 orcasey.irving@tr.com. BlackRock, ELIZABETH BAYSTON Deloitte Tax LLP, The JW Marriott Orlando, Bonnet Creek Risk. 5. Confluence is proud to sponsor the 2022 ICI Tax and Accounting Conference from 18-21 August in Aurora, Colorado. Counsel For more information on hotel parking and rates, please visit the Gaylord Rockies Resort & Convention Center website. Thank you so much to those that traveled near and far to attend this years Leadership Summit! Law firms and accounting firms are not eligible for ICI membership. Performance & Analytics. 6110 N Panasonic Way If you tested positive for COVID-19 within 10 days of the start of the conference, agree to contact ICI atconferences@ici.org. Learn More about Data Technology & Services, Multi-asset risk management and analytics, Integrated data management and processing, Regulatory risk, compliance and reporting. No. Securities and Exchange Commission, RICHARD SENNETT Vice President, Head of Investment Tax, Assistant Treasurer Sara Crovitz Speaks at ICI's 2022 Tax and Accounting Conference in What are the nearby airports to the conference hotel? Hyatt Place Pea Station / Denver Airport Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology. No prerequisites or advance preparations are necessary for these programs. Connect with verified event organizers, Listing and RFP tools for verified venue operators.Size events by verified attendee and exhibitor count database. Columbia Funds, BRIAN WIXTED Accounting for Income Taxes Quarterly Hot Topics highlights certain recent tax and accounting developments that may have accounting for income tax implications. 8. You may sort the list alphabetically by last name or by company by clicking the column title. Investment Company Institute, JOHN KENNEY Investment Company Institute, STEPHANIE HUI The rental club cost is $55, plus tax (includes one sleeve of balls). In the News: Institutional Investor: Small-Caps Have Priced in a Potential Recession, In the News: PlanSponsor: DB Plans Report High Returns in Q1 2023, In the News: InvestmentNews: SEC steps up intensity of cybersecurity oversight. Social login not available on Microsoft Edge browser at this time. Denise Rohrer, Owner, Denise Rohrer & Associates. Deputy General Counsel, Securities Regulation T. Rowe Price, JASON NAGLER Please do not contact the hotel directly. Connect with verified event organizers and exhibitors. Event calendar covering 30 industries in 50 cities, https://eventsinamerica.com/events/ici-tax-and-accounting-conference-2022/business/investment-finance/lzy7dzu1af4hq3rj, ASPPA & NAPA's Women In Retirement Conference 2023, Western Fairs Association Convention & Tradeshow - 2023 - (formerly Western Fairs Association Convention - 2023), Financial Services Institute 2023 Onevoice Conference, MBA Independent Mortgage Bankers Conference 2023. Will there be a virtual SYNERGY conference in 2023? If you are unable to attend, a colleague can attend in your place, and the administrative fee will not be applied. Please see our privacy notices below for further information, including a list of affiliates covered by this consent. Checks and money orders should be sent to: Monday, May 22 Tuesday, May 23 |$2,000 | 8:30AM 5:30PM ET. ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks. Counsel and Vice President Cofounder, Chronicled, Inc. TAMI SALMON, Moderator SAMANTHA RADOCCHIA While the Canada Revenue Agency's (CRA) announcement of an administrative extension for Underused Housing Tax (UHT) returns and payments for the 2022 calendar year was welcome, we know many members are still concerned about the impact of the UHT on Canadian owners. 2022 edition of Tax and Accounting Conference will be held at Gaylord Rockies Resort and Convention Center, Denver starting on 18th September. 31. Check out our blog on the top 5 takeaways from this years Fact Book on our website: https://bit.ly/3MEtRvn, A handful of deep-pocketed, activist investors are seeking to exploit closed-end funds for short-term gainsall at the expense of long-term shareholders. Confluence Events - Technology Events - Confluence Technologies The average high temperature in Aurora, Colorado, in September is 78F. Attendees and guests must agree to the following: Be fully vaccinated: This is subject to reasonable accommodations as required by law for medical conditions and sincerely held religious beliefs; requests for accommodation will be considered on an individual basis. . Explore Deloitte University like never before through a cinematic movie trailer and films of popular locations throughout Deloitte University. Thomson Reuters will follow the guidelines set out by the CDC, as well as the guidelines set by the local health authorities in the geographical location of the event. We're proud to announce that SYNERGY 2023 will take place in-person at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado November 8-11, 2023. . DON'T MISS OUT: There's still time to register for ICI's 2022 Tax & Accounting Conference and hear from incredible leaders like our keynote speaker, Sam Rad (Radocchia) . 14. For assistance, please contact the Gaylord Rockies Resort & Convention Center directly, at 720-452-6900. If you misplaced your confirmation email or need another copy, please follow these steps: Yes. The registration type on your attendee registration should reflect your firms membership status at the Investment Company Institute. Deloitte Tax Accounting Conference 2023 | Deloitte US has been saved, Deloitte Tax Accounting Conference 2023 | Deloitte US has been removed, An Article Titled Deloitte Tax Accounting Conference 2023 | Deloitte US already exists in Saved items. Please provide any dietary restrictions or special needs during your conference registration. If you would like to cancel your existing registration for a full refund, a written cancellation request must be submitted to SYNERGYsupport@thomsonreuters.com by September 30, 2023. Associate General Counsel, Tax Law Head of Talent Acquisition Beyond the insights youll take back to your organization, our courses can have an even more direct impact on your career advancement. The mobile app will enable you to view a wide variety of information about the conference, including general logistics, speaker information, schedule details, and session presentations. ICI - Tax and Accounting Conference 2022 If you have a health question or want to notify us or exposure or a positive test, please contact us at conferences@ici.org. If symptoms develop and you feel ill or test positive onsite, agree to follow CDC guidelines and not continue to attend the conference. The conference dress code is business casual. Securities and Exchange Commission, KATIE SUNDERLAND, Moderator Assistant Treasurer Yes, free Wi-Fi is available to attendees in all ICI meeting spaces. Director Upon completion of the 2022 Tax and Accounting Conference, each participant will be eligible for 12 hours of CPE credit. Conference contact, Deloitte Meeting and Event Services AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum's leading technical guidance from esteemed thought leaders. Chair, AICPA Investment Companies Expert Panel, JENSON WAYNE 7. What are the registration fees to attend? Head of Strategic Initiatives However, the Chairs comments did raise a few questions. Thanks to all our attendees for a fantastic two days. Automate workpaper preparation and eliminate data entry. Jackson National Asset Management, VICTORIA MIKHAILENKO More information about how to download and access the mobile app will be available approximately one week before the conference. Cancellation is permitted up to three days before arrival. Colleagues and fund industry professionals should register for the conference under the appropriate registrant type. There is no official shuttle to the conference hotel; for more information on nearby airports, transportation, and approximate taxi fares to the hotel, please visit the Gaylord Rockies Resort & Convention Center website. Join us May 22-26 at the Deloitte Tax Accounting Conference 2023 in Orlando, FL. Director of Accounting Policy Hear from regulators and industry experts about these issues and more at the 2019 Mutual Funds and Investment Management Conference. Dates: September 18-21, 2022Location: Aurora, Colorado. During this event, you also will have opportunities to connect with current and new colleagues at various events, including our special diversity and inclusion panel and networking event. 401 Market Street Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than NASBA-required audits. From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. We are so glad you could join us this week for a fantastic couple of days in Washington, DC engaging with top leaders to discuss trending topics and issues driving the industry. General Counsel Option 1 - State income taxes. CPE credit is not available for sessions viewed on-demand. Participants are responsible for paying for accommodations directly to the hotel at check-out. Is there a mobile app for the conference? 18350 E 68th Ave A powerful tax and accounting research tool. Sunday, September 18 | 4:007:00 p.m. Create Profile. Hear from regulators and industry experts about these issues and more at the 2019 Mutual Funds and Investment Management Conference. For payment, select check as your payment method. Dimensional Payroll, compensation, pension & benefits, Fraud prevention, detection & investigations, Document retrieval & due diligence services, Do not sell or share my personal information and limit the use of my sensitive personal information, All in-person breakout sessions (includes CPE credit during the conference and select tax specific breakout sessions quality for IRS Continued Education credit), All entertainment and engagement activities, Experience Zone: demo stations and exhibits (sponsors). It is designed for tax, accounting, and finance professionals who have limited experience or who need a refresher course focused on preparing an income tax provision including the financial reporting requirements. When is the in-person SYNERGY conference taking place? Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Pacioli was both a domain expert and someone who saw the opportunity to harness new technologies. Tax Accounting International Complexities, Telecommunications, Media & Entertainment, Do Not Sell or Share My Personal Information, Four distinct and insightful tax accounting courses spread over five days, The opportunity to earn up to 36 hours of CPE credits, Networking receptions to meet and learn from your tax, accounting, and finance peers. Shuttle bus service will not be provided to/from any of these properties. 2022 Tax and Accounting Conference Program September 18-21 Aurora, CO Program All program times are shown in Mountain time (MT). You will not need to respond to this text. How can I suggest a speaker for this conference? 9. Tap into a team of experts who create and maintain timely, reliable, and accurate resources so you can jumpstart your work. 16. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than state-required audits. Wednesday, May 24 |$1,200 | 8:30AM 5:30PM ET. Yes. ICI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Largest database of verified shows since 2015, Detailed profiles of verified trade shows, conferences and consumer shows. Credit Card payment is the only method of payment available and is required to complete and confirm your registration. Registration with check payment is available online. Click, A pop-up box will appear. Registration | Red Rock Foyer 5:00-7:00 p.m. Denver, CO 80249 Hear the latest information on tax and accounting issues affecting investment companies and network with other professionals in the field with the opportunity to receive CPE credits at this years conference. Investment Company Institute, MICHAEL G. ANDERSON Learn, discuss, share, and have fun as you explore the future of tax and accounting with users and experts from around the country. On-demand viewing will be available after the conference for those unable to attend in person or for those who want to review any of the sessions. If you select an incorrect registration type, a payment adjustment may be necessary. Search 900k verified exhibitor database organizedby 2,000+ events since 2018. 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Investment Company Institute, TANUJA GUPTA MAC Y1372-045 Reservations will be confirmed on a first-come, first-served basis. If payment is not received before the start of the conference, your registration will be cancelled. View rates on hotel website. Note:A limited number of rooms are being held at the conference hotel. Investment Company Institute on LinkedIn: Register now: 2022 Tax and 6901 Tower Rd Vanguard, CHERYL HAMPTON Yes, self-parking and valet parking are available at the hotel. Registration is located in the Colorado Ballroom Foyer. All program times are shown in Mountain time (MT). Up to 36 CPE credits are available to qualifying attendees of the conference, so you can come benefit from our agenda while also fulfilling your professional education requirements. Masking is recommended (we will follow federal, state, and local guidelines for current masking mandates). To cancel your registration for a refund (minus a $250 administration fee): If you need additional assistance, please contact the ICI Conference Division. Chair, ICI Tax Committee, RACHEL GRAHAM, Moderator Deloitte Tax LLP, Samantha Pietsch Data Technology & Services. Gaylord Rockies Resort & Convention Center ICI - Tax and Accounting Conference 2022 Conference Business Investment & Finance , , Sep 18 - 22, 2022 In-person Key Metrics Attendees - Exhibitors verified Register $1,700-$2,250 Why Attend From cybersecurity and proxy voting to alternative fund structures and equity market reform, asset managers face many challenges and opportunities. On the next page, . 2022 Tax and Accounting Conference - Investment Company Institute 2022 Tax and Accounting Conference - Investment Company Courses Details: Monday, September 19Tuesday, September 20Wednesday, September 217:00 a.m.-2:25 p.m. 7:00-8:00 a.m. 8:00-8:10 a.m. JOY LOPEZ Vice President, Head of Investment Tax, Assistant Treasurer Dimensional Chair, ICI Tax Committee 8:10-8:35 a.m. NATHAN SHEETS Chief Economist Citi 8:35-9:40 a.m. 1. Additionally, ICI does not use third-party brokers for its hotel bookings. Our International Essentials session covers the technical foundation of international concepts and related ASC 740 consequences. Denver, Colorado 80249 Denver, CO 80249 Is this a legitimate communication? To request one of our sales consultants be in touch with you, please complete this form. Please see www.deloitte.com/about to learn more about our global network of member firms. Yes, a limited number of golf clubs will be available for rental. If you need additional assistance, please contact theICI Conference Division. At Deloitte, our purpose is to make an impact that matters by creating trust and confidence in a more equitable society. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org. No refunds will be honored after this deadline. Copyright 2023 by theInvestment Company Institute. Northern Trust, TOAI CHIN, Moderator Deloitte Meeting and Event Services will manage all reservations based on your online registration. Leadership Summit co-chair Jose Minaya, Nuveen, a TIAA company CEO, brings this amazing conference to a close and sends us into the long weekend! SEI Investments, ALEX BRADFORD 6900 Tower Rd JOY LOPEZ In this course, participants will focus on an overview of subchapter K, related deferred tax considerations, implications of pass-through to c corporations conversions, and other key concepts. Is the hotel or travel fee included in the conference price? Sunday, September 18 | Monday, September 19 | Tuesday, September 20 | Wednesday, September 21 Sunday, September 18 4:00-7:00 p.m.