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Events and Programs
Events and Programs

2014 Tax Forum

September 28-September 30, 2014
Renaissance Phoenix Downtown Hotel
Phoenix, AZ

Register Now


Sunday, September 28

11:00 amRegistration Opens
1:00 pmWelcome & Introductions
1:15 pmThe View From Washington

Liz Clark, NACUBO

2:15 pmRefreshment Break
2:30 pmTax Update

Joseph Irvine, The Ohio State University
Edward Jennings, University of Michigan

3:50 pmHot Topics in Information Reporting

Candice Ewell, PricewaterhouseCoopers L.L.P.
Anne Jetmundsen, University of South Florida

5:00 pmNetworking Reception

Monday, September 29

7:45 amContinental Breakfast
8:15 amTop Ten 2014 Tax Issues Tax Directors Should Have at Top of Mind

Rick Klee, University of Notre Dame
Travis Patton, PricewaterhouseCoopers L.L.P.

9:15 amFringe Benefit Issues

Joseph Irvine, The Ohio State University
Donald Rich, KPMG L.L.P.

10:30 amRefreshment Break
10:45 amComplying with Less: How to Manage Compliance Without Deep Pockets

Robert Butler, Grant Thornton LLP
Dan Romano, Grant Thornton LLP
Cherie Sadeli, Brandeis University

10:45 amTax Aspects of Settlements and Judgments

Dominic Daher, University of San Francisco
Dawn Mayer, University of San Francisco

12:00 pmLunch
1:15 pmPractical International Tax Compliance Without an International Tax Department

John Barrett, University of California Office of the President
Julia Shanahan, University of Washington

1:15 pmUBIT for Small and Intermediate Schools

Dave Moja, Capin Crouse, LLP

2:30 pmRefreshment Break
2:45 pmA Roadmap to Post-Issuance Tax and Bond Compliance

Alan Bond, BLX
John Cebula, Chapman University
Larry Sobel, Orrick, Herrington & Sutcliffe LLP

2:45 pmEmployer Responsibilities Under the Affordable Care Act: The Gift that Keeps on Giving

Christa Bierma, Ernst & Young LLP
Louis Curcio, New York University
Helen Morrison, Ernst & Young
Renotta Young, Columbia University in the City of New York

4:10 pmWhat’s Your Ethics IQ?

Bruce Weinstein

Tuesday, September 30

8:00 amContinental Breakfast
8:30 amStudent Organizations: What are they?

Scott Gill, The Ohio State University
Joel Levenson, University of Central Florida

9:35 amFATCA- More than a Five Letter Word

Nicole Bencik, Crowe Horwath LLP
John Kelleher, Crowe Horwath LLP
Joel Levenson, University of Central Florida

9:35 amNonqualified Deferred Compensation: Beyond the Basics

Eddie Adkins, Grant Thornton LLP

10:45 amRefreshment / Check-out Break
11:15 amOpening Pandora’s Box: State & Local Tax Issues for Colleges and Universities

Jon Cesaretti, Crowe Horwath LLP
Geralyn Hurd, Crowe Horwath LLP
Angie Leahy, Washington University in St. Louis

12:30 pmProgram Adjourns

Program Overview

2014 Tax Forum
September 28-September 30, 2014

Fees (Early bird ends 8/29/2014)

  • Early Member Registration: $725.00
  • Non-Member Early Registration: $875.00

Estimated CPEs:17


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NACUBO 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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