The 9th Annual USD School of Law Transfer Pricing Innovation Symposium

Time

Topic

Panelists (Scheduled)

7:30 AM – 8:00 AM

Registration Check-in and Continental Breakfast

8:00 AM – 8:15 AM 

Welcome

8:15 AM – 9:15 AM

Ethics I

Burgess Raby, RabyLaw

9:20 AM - 10:35 AM

ESG Case Study

Using a case study format, we’ll see what Company Zeta’s investment in a more sustainable supply chain can mean in terms of tax and transfer pricing. The case will also explore how transfer pricing can help a company’s decarbonization journey.

• Geoff Chiles, KPMG
• Matthew Roling, KPMG
• Anu Varadharajan, KPMG
• Kristin Essary, KPMG
• Jessie Coleman KPMG
• Josh Nixt, Baker McKenzie

10:35 AM - 10:40 AM

BREAK

10:40 AM - 11:40 PM

APA Case Study

This session is a simulation of an Advance Pricing Agreement process between the US and a tax treaty partner.  It addresses how different countries employ transfer pricing methods.

• David Farhat Skadden
• Jason Osborn, MayerBrown
• Josh McConkey, KPMG
• David Unger, KPMG
  
• Josh Walls, Valentiam

11:45 AM - 1:15 PM

LUNCH--The Future of Global Tax Policy – Global Political Dynamics

This session addresses current tax policy developments in the US and across the world.

• Mark Prater, PwC
• Norman Wingen, European Bank for Reconstruction and Development (via Zoom)
  

1:15 PM - 2:00 PM

Carbon Credits Demand and Supply, Tax, Legal, and Commercial Considerations

This session provides an overview of the markets for carbon credits with a focus on considerations related to carbon credit generation from the types of activities that capture carbons to commercial, legal, accounting, transfer pricing, and tax treaty considerations

• Marc Levey, Baker McKenzie
• Russ O’Haver, Northeastern University

2:05 PM – 3:35 PM 

Intangibles and Economic Substance

This session provides an overview of economic substance rules and implications in international comparison followed by a simulation of a court proceeding which will address a controversy related to Intangibles and economic substance.  The simulation will also address how the same court case may play out in international comparison. 

• Lorraine Eden, Texas A&M
• Amanda Heale, Osler
• Ara Stepanyan, Brattle Group
• Vladimir Starkov, NERA
• Kathrin Zoeller, Kraft Heinz
• Michael Kummer, AXSLaw

3:35 PM – 3:45 PM

BREAK

3:45 PM – 4:45 PM

Privileges and Protections in a Transfer Pricing Penalty Case

Now that governments are asserting transfer pricing penalties more often, how should taxpayers think about privileges & protections related to transfer pricing documentation and support.

Morgan, Lewis & Bockius LLP

• Bart Bassett
• Rod Donnelly
• Tom Linguanti
• Tamara Shepard
• Michelle Andrighetto
• Drew Cummings

4:45 PM – 5:30 PM

Mock Appellate Argument – Loper Bright

This session simulates an argument revolving around the impact of Loper Bright on the Validity of Transfer Pricing Regulations.

Morgan, Lewis & Bockius LLP

• Bart Bassett
• Rod Donnelly
• Tom Linguanti
• Tamara Shepard
• Michelle Andrighetto
• Drew Cummings

5:35 PM – 6:15 PM

 GenAI Session Gameshow

Let’s see how right GenAI gets transfer pricing.  We’ll ask GenAI some questions and who will win – the audience or GenAI? 

• Amanda Carey, KPMG
• Brittany Hardin Tanguay, KPMG

6:15 PM - 7:30 PM

Time

Event

Panelists

8:00 AM – 8:15 AM

GenAI will create a 15-minute entertaining podcast from Day I

• Amanda Carey, KPMG
• Brittany Hardin Tanguay, KPMG

8:15 AM – 9:15 AM

Transfer Pricing Time Machine

This session addresses how transfer pricing has evolved over the past decades and explores if cases decided in the past are expected to be decided differently today.

• Marc Levey, Baker McKenzie
• Harlow Higinbotham, NERA
• Richard Slowinski, Alston
• Manuel de los Santos, OECD (via Zoom)

9:15 AM – 9:30 AM

BREAK

9:30 AM – 10:30 AM

The Epic Battle for the Universe -- CUT method vs. CPM

• Kevin Kiyan, Andersen
• Alan White, Analysis Group
• Lorraine Eden, Texas A&M
• Michael Kummer, AXSLaw

10:30 AM – 11:30 AM

Ethics II

• Burgess Raby, RabyLaw
• Brian Trauman, KPMG
• Thomas Bettge, KPMG