MSATA 2017
 

Midwestern States Association of Tax Administrators

Monday, August 21, 2017
2:00 p.m -
7:00 p.m     
 Conference Registration Cosmopolitan Foyer A/B
6:00 p.m -
8:30 p.m   
 Opening Reception  ~ Hyatt Regency Indianapolis Studio Lounge 
Tuesday, August 22, 2017
7:00 a.m -
8:30 a.m
Conference Breakfast Cosmopolitan Foyer 
7:00 a.m -
5:00 p.m
Conference Registration Cosmopolitan Foyer
7:00 a.m -
5:00 p.m
Exhibitor area open Cosmopolitan Foyer
8:30 a.m -
8.45 a.m
Opening Ceremony - Adam Krupp Commissioner, Indiana Department of Revenue Cosmopolitan AB
8:45 a.m -
9:00 a.m
Welcome to Indiana - Kelly Mitchell, Indiana State Treasurer Cosmopolitan AB
9:00 a.m -
10:30 a.m
Guest Speaker – Frank Abagnale  
Sponsored by Lexis Nexis
Cosmopolitan AB
10:30 a.m - 11:00 a.m          Professional Networking Opportunity
Refreshments provided
Cosmopolitan Foyer
11:00 a.m - 12:00 p.m Keynote Address - Adam Krupp, Commissioner, Indiana Department of Revenue 
Cosmopolitan AB
12:00 p.m -
1:00 p.m
 Conference Lunch  Cosmopolitan AB
1:00 p.m -
2:00 p.m
 GENERAL SESSION -Dan Mitchell Cato Institute
 "Why Your Job Will Become More Difficult Because of Washington”
Cosmopolitan AB
2:00 p.m -
2:30 p.m
Professional Networking Opportunity/Exhibit Floor Sponsored by FAST
Refreshments provided 
Cosmopolitan Foyer
2:30 p.m -
4:00 p.m 
 GENERAL SESSION PANEL: Federal Tax Reform
Richard Auxier, Tax Policy Center
Nicole Kaeding, Tax Foundation
Kirk Stark, University of California, Los Angeles
Moderated by: Monty Korte, Ernst & Young, LLP
Cosmopolitan AB
Solutions Series 
4:00 p.m -
5:00 p.m                                
Using New Strategies to Communicate with your Taxpayers,
Ted London, Government Solutions
Cosmopolitan D
Uniformity Needed to Report Federal Tax Adjustments, 
Fred Nicely, Counsel On State Taxation (COST)
Pilar Mata, Tax Executives, Inc. (TEI)
Cosmopolitan C 
Combating Refund Fraud:  Recent Trends and Successful Prevention Techniques,
David Casey, Revenue Solutions, Inc. (RSI) 
Discovery
The Future of State Tax Audit Programs
Joe Milack, FAST Enterprises  
Studio One
 Wednesday, August 23, 2017
7:00 a.m -
8:30 a.m
 Conference Breakfast  Cosmopolitan Foyer 
7:00 a.m -
5:00 p.m
 Conference Registration Cosmopolitan Foyer 
   BREAKOUT SESSIONS
8:30 a.m -
10:00 a.m
Agency Head Roundtable – Invite Only 
Moderated by Adam Krupp, Commissioner, Indiana Department of Revenue
Outlook Boardroom
Alison Jares and David Wiest, South Dakota Department of Revenue
Amber Ying, Indiana Department of Revenue
Steve Matteson, Office of Safeguards
Discovery 
The Evolution of Fraud  - Presentation is not available 
Jennifer and Michael Hathaway, Certified Fraud and Forensic Investigations (CFFI)
Studio One

Strategic Planning and Communication
Azalea De Ford, Indiana Department of Revenue
Bobi Adams, South Dakota Department of Revenue
Cosmopolitan C
10:00 a.m - 10:30 a.m              
Professional Networking Opportunity
Refreshments provided 
 
Cosmopolitan Foyer  
     BREAKOUT SESSIONS
10:30 a.m -
11:45 a.m    
Matching Individual Income Tax Returns and Submitted W-2s and 1099s to Prevent Fraud 
Nate Weber and Dawn Wenzel, Wisconsin Department of Revenue
Discovery
Cybersecurity 
Michael Alford, Federal Bureau of Investigations
MaryAnn Mindrum, U.S. Attorney’s Office
Studio One
Revenue Modernization Roundtable – Invite Only
Moderated by Glen Baker, Indiana Department of Revenue
Cosmopolitan C
The Modern Workforce
Paul H. Sinclair and Michael Tooley, Ice Miller LLP 
Cosmopolitan D
11:45 a.m -
1:00 p.m
Conference Lunch  Cosmopolitan AB 
1:00 p.m -
2:00 p.m
 GUEST SPEAKER- CJ McClanahan,  Author of The Overachievers Dilemma, “Automatic Leadership – The Foundation for Building Your People”
Cosmopolitan AB 
2:00 p.m -
2:30 p.m
Professional Networking Opportunity
Refreshments provided      
Cosmopolitan Foyer 
3:00 p.m -
4:00 p.m 
 PANEL: Promoting Accountability & Compliance within State Revenue
Gila Bronner, Bronner Group
Patrick Price, Indiana Department of Revenue
Sandra Richtermeyer, UMass Lowell
Moderated by: Paul D. Joyce, Indiana State Board of Accounts
Cosmopolitan AB 
BREAKOUT SESSIONS 
4:00 p.m. -
5:00 p.m

Protecting Taxpayer Information
Dwaine Brinson, Indiana Department of Revenue
Rodney Davis, U.S. Treasury Inspector General for Tax Administration 
Discovery 

Star Leadership Program
Bobi Adams and Toni Richardson, South Dakota Department of Revenue
Studio One
FYI's for Right Now: ID Theft and Tax Refund Fraud Information Sharing Analytics
Kathy Pickering, Tax Institute
Patti Reid, ISAC Partner Engagement
Scott Lockwood, Iowa Department of Revenue
Cosmopolitan D
Kick Up Your Agency’s Customer Service with Improved IP Telephony
Eric Davison, City of Kansas City, Missouri
Cosmopolitan C
6:00 p.m -
9:00 p.m
Evening Cocktail Reception
Sponsored by Altria Group Distribution Company
Eagle's Nest, Hyatt Regency Indianapolis
 Thursday August 24, 2017
7:30 a.m -
8:30 a.m
Conference Breakfast   Cosmopolitan Foyer 
7:30 a.m -
11:00 a.m
Conference registration Cosmopolitan Foyer 
8:30 a.m. –
10:00 a.m.
Remote Sales Tax Collection Authority – Updates on Federal Legislation, State Efforts and Streamlined Sales Tax
   Andy Gerlach, Secretary, South Dakota
   Craig Johnson, Streamlined Sales Tax Governing Board, Inc.
   Fred Nicely, Council On State Taxation (COST)
   Patrick J. Reynolds, Council On State Taxation (COST)
                                Moderated by: Kyle A. Simmerman, BCBC Partners, LLP
Cosmopolitan A/B
10:00 a.m. –
10:30 a.m.
Presentation of FTA Awards
Tony Mastin, Oklahoma, Winner, Harley T. Duncan Award for Leadership and Service
Andy Gerlach, accepting for South Dakota, co-winner of the Award for Technology Application
Diane Hardt, accepting for Wisconsin, co-winner of the Award for Technology Application
Courtney Kay-Decker, accepting for Iowa, winner, Award for Research
Cosmopolitan A/B 
10:30 a.m. –
11:30 a.m.
Long-Term Benefits of Building a Healthy  Organization – Forget Taxes, Let’s Talk Success
Bob Grennes, Indiana Department of Revenue
Jon Kroehler, Navient Corporation
Cosmopolitan A/B 
11:30 a.m. –
12:00 a.m.
CLOSING CEREMONY
MSATA 2018 hosted by Missouri Department of Revenue
Joel Walters, Missouri Director of Revenue
Mari Ruck, Commissioner of Revenue, City of Kansas City, Missouri

Closing Remarks
Adam Krupp, Commissioner, Indiana Department of Revenue
Cosmopolitan A/B 
Conference agenda times and presentations are subject to change. 
Check back as more details will be added to the 2017 MSATA Conference agenda.




Marketing Partners and Exhibitors

Opportunities are first come first serve. For more information on being a partner or exhibiting, contact Tammy Faust at 843.856.5150 ext 1 or tammy@somp.co
or
Jacki Bennis at 843.856.5150 ext 2 or tammy@somp.co.